northbound_capital_flow_skill

Northbound Capital Flow Skill

Data dependencies and execution prerequisites

It is recommended to use Wind wind-mcp-skill to obtain the underlying data. Before execution, first check whether there is already locally wind-mcp-skill; if not, prompt the user to install:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill positioning

This skill is used to track changes in northbound capital or foreign investor style, and to answer "what foreign investors have recently been buying, selling, whether their preferences have switched, and whether these flows support the current market main line." The output focus is not simply listing net inflow and net outflow figures, but explaining the relationship between capital preferences, industry migration, and market structure.

Execution process

Step 1: Confirm the observation period, market scope, and comparison benchmark

First clarify the scale of this capital analysis:

• Whether to look at single-day, weekly, monthly, or phased changes
• Whether the observation is overall capital flow, or focused on a certain industry or stock pool
• Whether comparison is needed with index performance, sector rotation, or individual stock trends
• Whether the user wants to see the current wind direction, or look for clues of trend reversal

If the user does not specify, expand by default at the two levels of "recent one week and one month."

Step 2: Sort out the overall capital direction

First answer from an overall perspective:

• Whether capital is continuously net inflowing, continuously net outflowing, or repeatedly swinging
• Whether capital behavior is more like allocation-type adding, or trading-type short-term switching
• Whether the current flow direction is consistent with overall market performance
• Whether a capital turning point has already appeared, or is still continuing the original trend

The goal of this stage is to first establish the broad direction, rather than jumping directly to subdivided sectors.

Step 3: Break down industry and style preferences

After the overall direction is clear, further analyze:

• Which industries or themes have received obvious additional allocation
• Which directions have been continuously reduced
• Whether capital prefers large-cap leaders, growth style, value style, or defensive directions
• Whether style migration is consistent with market rotation and macroeconomic expectations

Step 4: Analyze representative targets and concentration

Further judge whether the flow is concentrated in a few core targets, with key points including:

• Whether capital is highly crowded in a few heavyweight or leading names
• Whether net inflow has breadth at the sector level
• Whether the flow of certain individual stocks is only phased trading behavior
• Whether foreign investor preferences are making high-low switches within the industry

Step 5: Judge the credibility and limitations of capital signals

Capital flows are often overinterpreted, so supplementary explanation is needed:

• Whether single-day flows are easily affected by passive rebalancing or event disturbances
• Whether phased flows are consistent with long-term allocation logic
• Whether capital inflows and outflows have truly changed the trend judgment
• If the capital direction diverges from the price direction, which side deserves more attention

Step 6: Form a finished draft on the northbound capital wind direction

The final output should help users clearly see where funding support lies, how strong the signal is, and whether it is sufficient to verify the current style judgment. The main text should retain only the overall direction, preference breakdown, representative targets, and credibility judgment.

Output structure

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Northbound Capital Wind Direction Observation ({YYYY-MM-DD})

I. 30-second conclusion

• Overall Direction: {net inflow / net outflow / fluctuating}
• Main Preference: {content}
• Style Change: {content}
• Current Implication: {supports main line / structural switch / signal is average / requires cautious interpretation}

II. Overall Flow Overview

Dimension	Current Performance	Judgment
Overall Flow in Recent Period	{content}	{judgment}
Relationship with Index	{content}	{judgment}
Relationship with Market Sentiment	{content}	{judgment}

III. Industry and Style Preferences

• Clearly Increased Allocation Direction: {content}
• Clearly Reduced Allocation Direction: {content}
• Style Preference Changes: {content}

IV. Representative Targets and Concentration

• Core Beneficiary Targets: {content}
• Signs of Concentrated Herding: {content}
• High-Low Switching Clues: {content}

V. Judgment of Signal Credibility

• Parts with Stronger Credibility: {content}
• Parts Prone to Misinterpretation: {content}
• Explanation When Diverging from Price: {content}

VI. Follow-up Observation Checklist

• {observation point 1}
• {observation point 2}
• {observation point 3}

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Quality Requirements

1. Capital analysis must first look at the overall direction, then at industries and individual stocks, avoiding focusing only on a few popular stocks from the start.
2. It is necessary to distinguish allocation-type flows from trading-type flows to improve the quality of interpretation.
3. Capital flows must be judged in combination with price performance and sector rotation, and cannot be interpreted in isolation.
4. Limitations such as passive rebalancing and event disturbances need to be noted to prevent treating a single day's flow as a long-term signal.
5. The output should help users judge whether the capital side supports the current main line and style migration.