portfolio-alert-narrator

Interpretation of Holding Abnormalities

Available Tools

This skill can call the following MCP data services, selecting them 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:BatchGetFundNavHistory, GetFundAnnouncements, GetAnnouncementContent, BatchGetFundsDetail, getBondFundWithAlertRecord, getFundDiveCount

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 public sentiment, wealth management products, macroeconomic data
• Optional tools of this skill:FundAnnouncement, StockNewslist

Input Requirements

Required Information

• Fund name or code
• Type of abnormality or the situation the user is concerned about

Optional Information (injected via context)

• Client's holding amount
• Client's risk level

Execution Process

Step 1: Abnormal Information Collection

qieman data source:

• Call BatchGetFundNavHistory to obtain recent NAV trends and identify abnormal fluctuations
• Call GetFundAnnouncements to query recent announcements
• If there are abnormality announcements, call GetAnnouncementContent to obtain announcement details
• Call BatchGetFundsDetail to obtain the latest fund information
• Call getBondFundWithAlertRecord to check bond fund abnormality alerts (if it is a bond fund)
• Call getFundDiveCount to obtain the number of plunges/abnormalities

gildata-aidata data source (supplement to causes of abnormalities, optional):

• Call FundAnnouncement to obtain more comprehensive fund announcement information
• Call StockNewslist to obtain news related to heavily held stocks, assisting in analyzing whether NAV abnormalities are related to events involving heavily held stocks

Step 2: Abnormal Analysis

• Determine the type of abnormality:
  • Sharp NAV drop (>2% single-day decline)
  • Sharp NAV rise (>3% single-day gain)
  • Dividend announcement
  • Fund manager change
  • Significant change in scale
  • Suspension of subscription/redemption
• Analyze the cause: systemic market factors or fund-specific factors (determined in conjunction with news on heavily held stocks)

Step 3: Generate Interpretation and Scripts

Output Template

## 持仓异动解读 | {基金名称}({代码})

### 异动摘要
| 项目 | 内容 |
|------|------|
| 异动类型 | {类型} |
| 发生日期 | {日期} |
| 异动详情 | {描述} |

### 原因分析
{分析异动原因，区分系统性和个别性}

### 对客户的影响
- **持仓影响**：{金额变动估算}
- **后续预判**：{短期和中期展望}

### 客户沟通话术
> **如客户主动问起**：
> "{被动应答话术}"
>
> **如需主动告知**：
> "{主动告知话术}"

### 建议行动
- {建议1}
- {建议2}

---
*解读基于公开信息，仅供参考，不构成投资建议。*

Notes

• Timeliness: interpretation of abnormalities requires rapid response
• Do not panic: even for negative abnormalities, analyze rationally
• Distinguish systemic from individual: overall market decline vs. fund-specific stock issues
• Have a plan: prepare scripts for possible client reactions