Guosen Fund Comparison
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About this skill
Problem
Comparing off-exchange funds is often blocked by scattered data and inconsistent dimensions: performance trends, stage rankings, drawdown, holdings, manager profile, and fee structures are spread across pages, making manual review slow and easy to miss. Guosen Fund Comparison works on 2-4 funds, pulls a structured dataset using a consistent schema, and lets the agent produce a readable comparison report.
How It Works and Limits
The script fetches basic information, performance curves, stage / annual / quarterly results, risk metrics, asset allocation, fund manager details, fund overview, and trading terms. Inputs must include explicit fund codes; supported types include equity, hybrid, bond, and money market funds, while newly launched funds are not supported. After the script writes xlsx / txt intermediate files, the agent parses the data and outputs analysis instead of exposing file paths or raw tables. Setup requires a Guosen Securities API Key stored in memory.md; the script reads it via the environment variable COZE_GUOSEN_API_KEY_7627085587157205043. Output is for analytical reference only, not investment advice, and the response must end with the required data disclaimer and risk warning.
Use Cases
- Compare two hybrid funds for a morning meeting, checking 1-year returns, drawdown, Sharpe ratio, and top holdings.
- Review three bond funds for a client, listing stage results, annual results, volatility, management fee, and minimum purchase.
- Compare four equity funds using top holdings, manager AUM, and tenure annualized returns for attribution.
- Re-check two money funds during pool review, comparing AUM, investor structure, and custody fee.
Best For
- Fund analysts comparing 2-4 off-exchange funds on a consistent schema.
- Wealth managers comparing bond or money funds' returns, fees, and holdings.
- Compliance reviewers checking volatility, drawdown, AUM, and investor structure.
- AI app engineers integrating fund comparison into agent workflows with API keys.
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