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Fund Invest Advisor

by @ckchzh

基金投资顾问。基金筛选、定投策略、资产配置、风险评估、收益计算、再平衡建议。Fund investment advisor with screening, DCA strategy, asset allocation, rebalancing. 基金理财、定投计划、投资组合、资产配置。Use when makin...

Versionv2.3.4
Downloads1,554
Installs9
Stars⭐ 2
#clawhub
TERMINAL
clawhub install fund-invest-advisor

📖 About This Skill

version: "2.0.0" name: Fund Advisor description: "基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。. Use when you need fund advisor capabilities. Triggers on: fund advisor." 基金投资顾问。基金筛选、定投策略、资产配置、风险评估、收益计算、再平衡建议。Fund investment advisor with screening, DCA strategy, asset allocation, rebalancing. 基金理财、定投计划、投资组合、资产配置。Use when making fund investment decisions. author: BytesAgain homepage: https://bytesagain.com source: https://github.com/bytesagain/ai-skills

fund-advisor

基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。

Commands

All commands via scripts/fund.sh:

| Command | Usage | Description | |---------|-------|-------------| | invest | fund.sh invest "月定投额" "年化收益%" "定投年数" | 定投收益计算 | | dca | fund.sh dca "月定投额" "年化收益%" "定投年数" | 定投计算器（同invest，含复利+真实年化） | | compare | fund.sh compare "金额" "年数" "收益率1%,收益率2%,收益率3%" | 多收益率对比 | | allocate | fund.sh allocate "保守\|稳健\|激进" "总金额" | 资产配置建议（三种方案详细配置+金额） | | rebalance | fund.sh rebalance "股票50000,债券30000,货币20000" | 再平衡建议（偏离目标配置时提醒调整） | | types | fund.sh types | 基金类型科普 | | strategy | fund.sh strategy "风险偏好" | 定投策略建议（保守/稳健/积极） | | help | fund.sh help | 显示帮助信息 |

Examples

# 每月定投2000元，年化8%，定投10年
bash scripts/fund.sh invest 2000 8 10
定投计算器（同invest）

bash scripts/fund.sh dca 3000 10 20
月投1000，10年，对比5%/8%/12%

bash scripts/fund.sh compare 1000 10 5,8,12
10万元稳健型资产配置

bash scripts/fund.sh allocate 稳健 100000
持仓再平衡分析

bash scripts/fund.sh rebalance "股票50000,债券30000,货币20000"
查看基金类型介绍

bash scripts/fund.sh types
获取稳健型策略建议

bash scripts/fund.sh strategy 稳健

Reference

  • 参考文档: tips.md — 基金投资实用指南（定投策略、资产配置、避坑指南）

    • Notes

  • 收益为理论模拟，不代表实际投资收益
  • 纯本地计算，无需联网
  • Python 3.6+ 兼容
  • ⚠️ 基金有风险，投资需谨慎
    • 💬 Feedback & Feature Requests: https://bytesagain.com/feedback Powered by BytesAgain | bytesagain.com

    Requirements

  • bash 4+
  • python3 (standard library only)

    • 💡 Examples

    # 每月定投2000元，年化8%，定投10年
bash scripts/fund.sh invest 2000 8 10
    定投计算器（同invest）
    
bash scripts/fund.sh dca 3000 10 20
    月投1000，10年，对比5%/8%/12%
    
bash scripts/fund.sh compare 1000 10 5,8,12
    10万元稳健型资产配置
    
bash scripts/fund.sh allocate 稳健 100000
    持仓再平衡分析
    
bash scripts/fund.sh rebalance "股票50000,债券30000,货币20000"
    查看基金类型介绍
    
bash scripts/fund.sh types
    获取稳健型策略建议
    
bash scripts/fund.sh strategy 稳健

    📋 Tips & Best Practices

  • 收益为理论模拟，不代表实际投资收益
  • 纯本地计算，无需联网
  • Python 3.6+ 兼容
  • ⚠️ 基金有风险，投资需谨慎
    • 💬 Feedback & Feature Requests: https://bytesagain.com/feedback Powered by BytesAgain | bytesagain.com