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Portfolio Stock Strategy Analysis

Professional Updated 2026.08.29

Paste the following prompt into your AI chat to install this skill:

Install @user_d87bf1fa/stock-strategy according to https://skillhub.cn/install/skillhub.md.

About this skill

Problem to Solve

Holders often have raw market noise but no concrete next step: what price is Maotai trading at, how main and northbound funds are moving, where the short-term and weekly levels are, and which price level should be used for the next action, without acting on a single news item.

How It Works

The skill follows a fixed three-step workflow:
- Confirm holdings: collect ticker, name, market, quantity, and cost basis in one pass to avoid multi-turn clarification.
- Search market data and news: run at most 2 WebSearch calls per holding and no more than 3 in total, focusing on current price, price change, positives or negatives, fund flow, and technical levels.
- Output a strategy report: provide specific prices, position actions, and reasons, avoiding vague phrases like 'consider watching' or 'add if suitable', and include a disclaimer.

Boundaries

It is suitable for quick strategy notes based on public search results; it does not run scripts, call external APIs, or write files. For more than 5 holdings, analyze them in batches, and treat the output as non-professional investment advice.

Use Cases

  • Before market open, quickly check A-share holdings such as Moutai and CATL for price, fund flow, short-term levels, and a concrete add-position price.
  • During midday, review HK or US ETF holdings for latest news and main or northbound fund signals that may affect the position.
  • After close, summarize two holdings' current price, change, and one-week return range as plain-language guidance for a beginner.
  • When a user only names Moutai, confirm ticker, market, quantity, and cost basis before generating concrete buy or sell price levels.

Best For

  • Individual A-share investors who want concrete buy or sell price levels with reasons before trading.
  • Beginners managing a small ETF portfolio who need news translated into short-term and weekly levels.
  • Retail traders reviewing holdings at close who want fund flow and return-range guidance.
  • Holders who want dialogue-based strategy notes without scripts, external APIs, or file writing.