Available Tools
This skill can call the following MCP data services, to be selected as needed during the execution process:
Yingmi Financial Data (qieman)
- Service address:
https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse - Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
- Main tools of this skill:
SearchFunds,BatchGetFundsDetail
Hundsun Gildata Financial Data (gildata-aidata)
- Service address: obtained after activating the Hundsun Gildata MCP service, in the format
https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp - Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and sentiment, wealth management products, macroeconomic data
- Optional tools of this skill:
IndexBasicInfo,CompanyBasicInfo
Input Requirements
Required Information
- The financial concept or investment topic to be explained
Optional Information
- Target audience (beginners/some foundation/professionals)
- Output purpose (send to clients/Moments/in-person explanation)
Execution Process
Step 1: Identify the topic
- Determine the concept or topic to be explained
- Judge the complexity and depth of explanation
Step 2: Organize the content
- Explain the concept based on financial knowledge
- If actual cases are needed to assist the explanation:
- You can call
SearchFunds(qieman) to give examples of real funds - You can call
BatchGetFundsDetail(qieman) to obtain specific data as examples - You can call
IndexBasicInfo(gildata-aidata) to obtain basic index information and assist in explaining index-related concepts - You can call
CompanyBasicInfo(gildata-aidata) to obtain listed company information and assist in explaining concepts such as stocks/valuation
- You can call
- Use everyday metaphors to aid understanding
Step 3: Generate educational content
Output Template
## 投教科普 | {概念名称}
### 一句话解释
> {20字以内的核心定义}
### 通俗理解
{用比喻或生活场景来解释，2-3段}
### 举个例子
{结合实际数据的例子}
### 为什么重要
{对投资的实际意义}
### 客户版本（可直接转发）
> {精简版科普，150字以内，适合发给客户}
---
*科普内容仅供学习交流，投资决策请综合考量。*
Notes
- Easy to understand: the target audience is ordinary investors, avoid piling up technical terms
- Accuracy: being easy to understand does not mean being inaccurate; core concepts must be accurate
- Practicality: connect to investment practice, do not give purely academic explanations
- No recommendations: do not recommend specific products in educational content