investment-daily-report
Generates comprehensive daily investment reports with market overview, portfolio analysis, technical signals, and opportunities
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Updated 11-03 00:11
17,321 results
Generates comprehensive daily investment reports with market overview, portfolio analysis, technical signals, and opportunities
Analyze CSV files, generate summary statistics, and create visualizations using Python and pandas. Use when the user uploads, attaches, or references a CSV…
Aggregate abandoned checkout data for a time range, broken down by cart value bucket and hour of day (UTC).
Read-only: groups customers by first-purchase month and tracks repeat purchase rate and revenue per cohort.
Read-only: finds likely duplicate customer records by matching email, phone, or name combinations.
Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When OpenCode needs to work…
A-share fund NAV monitoring: intraday real-time estimates + after-hours actual NAV, scheduled push to Telegram.
Baidu Hot Topics Monitor. 获取百度热搜榜、搜索趋势、关键词热度 | Get Baidu trending searches, trends, keyword popularity. 触发词:百度、热搜、baidu.
Local search/indexing CLI (BM25 + vectors + rerank) with MCP mode.
Database migrations and schema evolution in Convex. Use when adding new fields, changing data structures, backfilling data, renaming fields, or performing…
Best practices for Convex database queries, indexes, and filtering. Use when writing or reviewing database queries in Convex, working with `.filter()`,…
Use as a fallback when a web page won't load via WebFetch, curl, or any HTTP client because it's behind anti-bot protection — Cloudflare, DataDome, Akamai Bot…
Intelligent search of public Douyin content, precise retrieval of video/image-text/user data, supports multi-dimensional sorting and time filtering, outputs structured JSON/Markdown, helping with short video marketing, competitor analysis, and trend tracking.
Design and optimize database schemas for SQL and NoSQL databases. Use when creating new databases, designing tables, defining relationships, indexing…
Always use this Skill for any Alibaba Cloud DataWorks semantic analysis job or run request, including read-only and preflight requests that intentionally make…
Query and analyze real data through SLS Context Models to answer business questions. Use when the user asks business data questions using an SLS Context Model.…
Interpret major announcements of listed companies (annual reports, quarterly reports, earnings forecasts, mergers and acquisitions, private placements, increases and decreases in holdings, equity incentives, major contracts, etc.), and generate structured interpretation reports. It is suitable for scenarios where fund researchers, investment managers, and others need to quickly understand the core information of announcements, analyze expectation gaps, and distill investment highlights. When the user mentions announcement interpretation, announcement analysis, announcement commentary, research report commentary, earnings interpretation, financial report analysis, private placement analysis, reduction analysis, equity incentive analysis, major contract analysis, and...
Identify high-value business opportunity customers, filter a priority contact list based on dimensions such as maturing products, asset changes, and wealth tier upgrades, and provide business recommendations. Triggered when users mention finding business opportunities, which customers to contact, customer screening, prospect list, or whom to contact first. Not used for analysis and diagnosis of existing holdings (handled by portfolio-health-check).
Segment customers based on AUM, risk preference, and holdings characteristics, and match differentiated management strategies and prioritization. Triggered when the user mentions customer segmentation, tiered management, customer group operations, how to manage customers, or customer classification. Not used for single-customer profile analysis (handled by client-kyc-profiling).
Compare similar fund products and generate a comparison report across five dimensions: return, risk, fee, liquidity, and fund manager capability, helping client managers respond to the objection "other products are better." Triggered when the user mentions how it compares with XX, competitor comparison, comparison among similar products, why choose us, or comparison of two funds. Not used for single-fund analysis (handled by fund-deep-research).
Securities fixed income analyst convertible bond valuation and game quick commentary skill. Use when the user requests analysis of convertible bonds, convertible bond valuation, conversion premium rate, forced redemption risk, downward revision risk, or convertible bond arbitrage opportunities. Includes expressions such as "analyze XX convertible bond", "convertible bond valuation quick commentary", "calculate conversion premium rate", "forced redemption risk analysis", "downward revision game analysis", "convertible bond arbitrage opportunities", "convertible bond investment value analysis", "convertible bond review", "convertible bond landmine screening", etc. Even if the user only says "take a look at this…
Industry credit risk review rule generation skill. For a specified industry or sector, combine industry professional knowledge, industry chain structure, and policy environment to deeply analyze and generate structured credit risk review rules, covering basic fact-checking rules and deep reasoning rules. Trigger words include: "industry credit rule generation", "credit review item generation", "industry risk control rules", "risk approval rules", "industry review standards", "supplement industry rules", "industry...
Integrate the day's work data to generate a review report, including outreach analysis, deal summary, reasons for loss, and improvement suggestions, helping client managers improve day by day. Triggered when the user mentions today's review, daily report, end-of-day summary, performance review, or how today's work went. Not used for individual customer service records (handled by service-summary-generator).
Quickly answer market condition questions, including index performance, sector trends, market temperature, northbound capital, etc., returning concise and precise data and brief commentary. Triggered when the user mentions how the broader market is doing, which sectors are performing well, A-share trends, gold prices, or northbound capital. Not used to generate a complete morning brief (handled by market-morning-brief).