A-Share Analysis and Review Assistant

Problem

Daily A-share analysis often breaks down across scattered market data, manual portfolio entry, noisy web-search prices, and fragmented post-trade review. A-Share Analysis and Review Assistant targets that workflow by keeping preference setup, holdings, stock selection, trade analysis, daily recap, and replay in one skill. It prioritizes authoritative quotes before LLM reasoning, reducing the risk of writing WebSearch noise into reports.

How it works

The skill treats East Money Miaoxiang data as the primary source, using mx-data for quotes and financials, mx-search for news and research, and mx-xuangu for stock selection, with fallbacks to westock-data, AKShare, and WebSearch. Core capabilities include:
- Portfolio management: import holdings from screenshots, links, or text, then generate Markdown reports with cumulative P&L, daily P&L, position distribution, and rebalancing notes.
- Preference-driven screening: collect price range, market cap, risk tolerance, and holding horizon before producing sector judgment, shortlisted names, multi-dimensional scoring, and trade plans.
- Trade analysis and recap: combine moving averages, MACD, KDJ, capital flows, and news to propose entry ranges, stop levels, risks, and follow-up signals, then run daily reviews with per-stock ASCII charts, P&L attribution, three-way comparison, and A/B/C/D ratings.
- Replay: compare the actual trade path against the no-trade path using P&L delta, turnover, and entry efficiency.

Boundaries and notes

It is oriented toward China A-share analysis. During trading hours it refreshes real-time data; outside trading hours it uses the latest close and states the data time. Price fields must come from mx-data, while profit definitions, cost basis, fees, and lot-size constraints are enforced. It is useful for structured review and report generation, but not a substitute for compliance, broker risk controls, or final investment decisions.