Introduction¶
When long-term capital is used for asset allocation, Strategic Asset Allocation (SAA) is typically determined first: defining risk appetite, investment horizon, and constraints, then translating these into broad asset class weights, regional targets, and index mappings, while providing trackable risk-return expectations. This type of work usually relies on the Wind Terminal or manual assembly via investment research workflows. Within conversational Agents, it is difficult to align the “upstream benchmark” with subsequent sector rotation, Tactical Asset Allocation (TAA), target portfolios, and rebalancing in a single pass.
Below is an introduction to Wind Alice-Asset Allocation-Strategic Baseline Portfolio on SkillHub: leveraging the “Asset Allocation - Strategic Baseline Portfolio (SAA)” professional capability of the Wind Alice Agent, it completes the above steps via natural language within AI clients that support Skills, serving the results as a benchmark for downstream allocation.
What is this¶
Wind Alice-Asset Allocation-Strategic Baseline Portfolio (Coordinate @org-r64ixwde/alice-asset-allocation-strategic-baseline-portfolio, current version 1.1.0, source enterprise, publisher Wind Information) is a Skill designed for professional scenarios. It is categorized as professional and tagged with requires_api_key=true.
It invokes the SAA skill of Wind Alice to formulate a long-term strategic asset allocation baseline portfolio over a 3–5 year dimension. By combining risk appetite, investment horizon, constraints, and long-term market data, it outputs broad asset class weights, regional targets, index mappings, expected risk-return profiles, and rebalancing intervals. It is designed for pension funds, family assets, institutional capital, and high-net-worth clients to establish long-term allocation frameworks, serving as the upstream benchmark for sector rotation, TAA, target portfolio construction, and rebalancing.
SkillHub Page: https://www.skillhub.cn/skills/org-r64ixwde/alice-asset-allocation-strategic-baseline-portfolio
API Entry: https://api.skillhub.cn/org-r64ixwde/alice-asset-allocation-strategic-baseline-portfolio
Core Functions¶
Based on the official description and Skill instructions, the verified capabilities include:
- Strategic Baseline Portfolio: Provides a strategic asset allocation baseline over a 3–5 year dimension, rather than single-day timing or short-term advice.
- Input Dimensions: Risk appetite, investment horizon, and constraints, combined with long-term market data.
- Output Content: Broad asset class weights, regional targets, index mappings, and expected risk-return; the Skill instructions also include rebalancing intervals.
- Positioning: Acts as the upstream benchmark for sector rotation, TAA, target portfolio construction, and rebalancing, rather than a replacement for compliance approval or specific product subscription instructions.
Installation and Activation¶
Install Skill¶
The official method provided by SkillHub is to send the following prompt to an AI that supports Skill installation (installation steps should refer to SkillHub’s general documentation):
Please install `@org-r64ixwde/alice-asset-allocation-strategic-baseline-portfolio` according to https://skillhub.cn/install/skillhub.md.
Specific menus or commands for different clients (Cursor, Codex CLI, Claude Code, etc.) depend on their respective implementations of the SkillHub installation documentation; this article does not elaborate on differences not separately explained on the official page.
Configure Alice API Key¶
This Skill requires a Wind Alice account API Key. Before first use:
- Open https://alice.wind.com.cn/settings?tab=account to register and log in to your Alice account.
- Obtain your exclusive API Key in the account settings.
- During the first invocation of the Skill, include the Key and complete the configuration dialogue as shown in the official example (see next section). Subsequent queries do not require repeating the API Key.
Typical Usage¶
First Invocation (with API Key)¶
Replace XXXX with your actual API Key:
Please invoke the Wind Asset Allocation - Strategic Baseline Portfolio (SAA) skill to query "Design a 3-5 year strategic asset allocation plan for a pension fund", my API Key is: XXXX
After the above step, the Agent should be able to remember the binding relationship between the Key and the Skill (subject to the Skill storage mechanism of the client you are using).
Examples for Direct Querying Later¶
When the API Key does not need to be pasted again, you can use expressions like:
- “Design a 3-5 year strategic asset allocation plan for a pension fund”
- “Help me formulate a conservative strategic asset allocation baseline portfolio”
- “How should family assets be allocated among stocks, bonds, and commodities over the long term”
- “What should the long-term baseline weights be”
When asking questions, try to clearly state risk appetite (e.g., conservative/balanced), horizon (3–5 years), and constraints such as liquidity or regulatory requirements to facilitate an output consistent with SAA positioning.
Use Cases and Notes¶
Who it is for: Investment research, wealth planning, institutional allocation, and family office roles who need to quickly draft or iterate SAA baselines in a conversational environment; those who wish to fix the “baseline weights + index mapping + risk-return expectations” before handing them over to TAA or rebalancing processes.
Usage Notes:
- A valid Alice API Key is required; the Skill itself does not replace Wind account and data authorization.
- The output is a strategic-level baseline framework; implementation still requires review in combination with local regulations, product availability, and internal risk control processes.
- SkillHub shows this Skill’s rating as 100000 (page display value); download counts vary over time. At the time of writing, the page statistics showed 3315 downloads. Installation and invocation depend on network access and access to Alice services.
Conclusion¶
Wind Alice-Asset Allocation-Strategic Baseline Portfolio encapsulates the SAA professional capability of Wind Alice into an installable Skill: first install the coordinate package via SkillHub and complete one-time API Key configuration, then generate the 3–5 year strategic baseline, mappings, and risk-return key points via natural language, serving as the starting point for subsequent tactical allocation and rebalancing.
Official Page: https://www.skillhub.cn/skills/org-r64ixwde/alice-asset-allocation-strategic-baseline-portfolio