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Stock Insight A-Share Smart Monitoring

Professional Updated 2026.08.30

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About this skill

Problem

A-share retail investors often need to handle several tasks at once: watching holdings, comparing indexes, reading sector strength, adjusting position size, and writing daily reviews. Pulling these data points manually is repetitive, and mixing quotes, portfolio state, and cycle judgment can make decisions hard to review.

How It Works

This skill organizes A-share monitoring into several automated workflows:
- Portfolio monitoring: reads holdings configured in config/portfolio.yaml, fetches real-time prices, calculates P/L, and triggers stop-loss alerts.
- Market overview: summarizes the three major indexes plus industry/concept sector rankings to show market structure quickly.
- Cycle positioning: uses the 5-month line to classify bull/bear conditions and provide dynamic position suggestions.
- Automated reviews: generates daily or weekly investment analysis reports for consistent post-trade reflection.
For data, it uses the Tencent Finance API for real-time quotes and the Eastmoney API for sector data; the materials state that no API key is required. The workflow assumes the user maintains the portfolio configuration before running monitoring or review tasks. It is useful for turning A-share tracking into structured reports, but it is not a substitute for deep fundamental analysis or guaranteed trading decisions. Sector rankings and the 5-month line rule depend on the underlying data sources and fixed logic, so results should be interpreted with the user's own risk constraints.

Use Cases

  • After the open, check current holdings prices, P/L, and stop-loss alerts to decide on risk controls.
  • After close, produce a daily review linking index moves, sector rankings, and portfolio performance.
  • On weekends, use the weekly review to inspect the 5-month line and assess bull/bear position advice.
  • After maintaining `config/portfolio.yaml`, track holding prices, P/L, and sector ranking changes.

Best For

  • Individual A-share investors maintaining a portfolio who need daily P/L and stop-loss checks.
  • A-share researchers who want fixed daily/weekly reviews covering indexes and sector performance.
  • Traders using the 5-month line to classify cycle position and adjust position size.
  • Data analysts without an API key who need ready access to quotes and sector data for monitoring.