DeepQ Fund Analysis
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About this skill
Problem
Public fund research often spreads across multiple sources: basic profile, multi-period returns, drawdown, Sharpe ratio, manager commentary, top holdings, and sector concentration. Manual summaries can miss range attribution, treat holdings as real-time information, or omit a standard disclaimer. This skill narrows the task into a structured analysis of a specific public fund.
How It Works
- Resolve the fund name or
6-digit fund codeto identify the target fund. - Call data tools via the DeepQ MCP Server, including
fundBasicInfo,fundPerformance,fundRecentViews, andfundUnderAssetsin parallel where possible. - If the user requests a period such as “last 3 months” or “year to date,” call
fundRangePerformanceon demand for range performance attribution. - Assemble the report with fixed sections: basic information, multi-period performance, custom range performance, latest manager views, underlying holdings analysis, and a brief overall assessment.
Boundaries And Notes
- Suitable for active/passive equity, bond, and mixed public funds; it is not a substitute for portfolio construction, tax, compliance, or personalized investment advice.
- Holdings data are often quarterly delayed; use the latest disclosed filing for current top holdings.
- Include the disclaimer that past performance does not guarantee future returns when outputting performance-related conclusions.
Use Cases
- Analyze a public fund’s type, size, fees, manager, one-year return, drawdown, and Sharpe ratio.
- When asked how a fund performed over the last half year, generate multi-period results and range attribution.
- Assess a mixed fund’s underlying assets by listing top holdings, sector concentration, and allocation ratios.
- Before writing a fund assessment, summarize the manager’s recent market views and add a performance disclaimer.
Best For
- Fund research associates who need a structured single-fund analysis draft.
- Buy-side researchers who verify multi-period performance, manager views, and sector concentration.
- MCP integration engineers who configure the DeepQ tool inside an agent and test fund queries.
- Investment operations staff who compile fund profiles, fees, and disclosed holdings for explanatory materials.
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