fund-advisor-cli

name	fund-advisor-cli
description	Go-based CLI that tracks a fund portfolio daily, stores NAV history in SQLite, and generates rules-based buy/hold/reduce/replace-watch advice.

Fund Advisor CLI

Use this skill when you want a local CLI for:

• tracking mutual fund / ETF feeder / QDII portfolios
• fetching daily NAV history
• generating rule-based investment suggestions
• evaluating candidate funds for replacement
• producing terminal or Markdown reports

Workflow

1. Initialize a config

go run ./cmd/fundcli init --config ./configs/portfolio.yaml

2. Review and edit the generated portfolio config and candidate pool

sed -n '1,260p' ./configs/portfolio.yaml

3. Fetch data and generate advice

go run ./cmd/fundcli run --config ./configs/portfolio.yaml --format table

4. Save a Markdown daily report

go run ./cmd/fundcli report --config ./configs/portfolio.yaml --format markdown --output ./reports/daily.md

Outputs

• SQLite database under ./data/
• latest actions in terminal output
• optional Markdown or JSON report files

Current assumptions

• Eastmoney provides the NAV history feed
• rules are allocation-driven rather than predictive
• replacement suggestions come from a manually curated candidate list