wind-alice-wealth-advisor

wind-alice-wealth-advisor

Call Wind Alice "Wealth Management Expert": send the user'soriginal wordsto the Alice Agent, pull via SSE streaming, and print the analysis results.

When to use

If the user's question falls into any of the following scenarios, use this skill:

• Diagnose a public mutual fund, bank wealth management product, or private product
• Compare two or more products
• Create a client profile, analyze holdings, perform portfolio diagnosis
• Produce an asset allocation plan or rebalancing recommendations
• Fixed investment performance analysis, insurance protection planning
• Client management and service support for advisors

Typical phrasing:

• Help me create a client, with client information and holdings as follows:
• Help me diagnose Guojin Quantitative Multi-Factor A
• Compare Orient AI Theme C and Yinhua Integrated Circuit C

Scenarios where this skill should not be used：

• The user names a specific Alice sub-Skill ("Company One-Pager", "Fact Verification", "Theme-Based Stock Selection", etc.) -> use wind-alice。
• Ordinary financial Q&A, not concerned with which pipeline is used -> use wind-alice to go auto.

How to use

1. First cd to this skill directory: the following scripts/ paths are relative to the directory containing SKILL.md .
2. Remind the user once before invoking: the Alice expert pipeline often takesseveral minutes to over ten minutes, and may consume a relatively large number of credits; this is normal, please do not cancel midway or repeatedly initiate the same request.
3. Execute:

node scripts/wind-alice-wealth-advisor.mjs --prompt "<用户原话>"

For example:

node scripts/wind-alice-wealth-advisor.mjs --prompt "帮我创建一个客户，客户信息和持仓如下："

1. Wait for the process to exit before delivering. During the wait, a long period with no new terminal output is normal,do not misjudge it as stuck。

--prompt must be the user's original words: do not "organize the language on the user's behalf", do not extract only stock codes, do not translate or rewrite. This skill does not prepend any skill name prefix; the user's question is delivered to the server as-is. Only use --prompt one parameter is sufficient;--skill is an optional item inherited from wind-alice , this skill should not pass it.

Configuration

Requires WIND_API_KEY, read by priority:

1. %USERPROFILE%\.wind-aifinmarket\config（dotenv：WIND_API_KEY=...）
2. this skill directory config.json（{"wind_api_key":"..."}）
3. environment variable WIND_API_KEY

Do notmanually check the sources one by one and then conclude the Key is missing—just execute the CLI; only when the CLI returns KEY_MISSING does it mean it is indeed not configured. Key acquisition entry point:https://aifinmarket.wind.com.cn/#/user/overview。

Deliver to the user

• Take the main content from stdout after agentResult.value: ,present as-is; summarizing, abstracting, or rewriting is prohibited.
• Do not add an opening line (such as "The following is the XX report"), do not label agentResult.value such internal field names.
• Attachments have been downloaded by the CLI to .agents/download/, local pathalready inlined in the main content; do not append "saved to..." at the end.
• Prohibitedreading .agents/download/ Paste the full text of the attachment below to the user—the main body is already the core content intended for the user, and the attachment is for the user to open locally.

Hard requirements

1. Never output the real WIND_API_KEY, Bearer token, or config.json content; always use Authorization: Bearer <WIND_API_KEY> placeholders in examples.
2. --prompt must not be empty, otherwise the CLI exits directly with code 2.
3. Streaming must wait until the process exits, and must not be changed to "return immediately after sending".
4. Do not interrupt the CLI due to waiting too long, switch to other tools, or repeatedly launch the same task in parallel.
5. Under PowerShell, reading this document requires explicit UTF-8:Get-Content -Encoding UTF8 skills\wind-alice-wealth-advisor\SKILL.md; if garbled text appears, reread it as UTF-8 first.