Morning Meeting Summary

Problem It Solves

Morning meeting notes need to consolidate broker research on macro judgments, industry logic, and stock ratings, but the source reports are scattered across data sources, with different time spans, conflicting views, and freshness risks. Manual curation can miss key disagreements or treat stale data as current evidence.

How the Skill Works

The skill uses Hundsun JuYuan MCP financial data to generate a Markdown report aligned with sell-side research readers. Key steps include:
- Environment check: verify mcporter and MCP service configuration before retrieving data.
- Time parameter confirmation: use the user-specified range first; default to the last 2 trading days when absent, and keep it consistent in retrieval.
- Intent recognition: classify macro, industry, stock, or composite queries to select the appropriate research view.
- Data retrieval and fallback: if the primary source returns empty or too few valid results, use the fallback endpoint without widening the time range to pad results.
- Structured output: fixed sections cover macro policy, asset allocation, industry scans, and stock pools, with tables comparing broker views.

Boundaries

It is suitable for institutional investors and sell-side research teams who need dense summaries. The output only states research facts and analyst views, does not explain basic terminology, and does not provide personal investment advice; missing data or stale data is explicitly marked rather than invented.