Owl Fund Multi-Category Professional Diagnosis

Problem

Fund diagnosis often uses one template for all fund types, so bond credit and duration risks, FOF penetration and fee structures, QDII FX and cross-border fee exposure, and quant factor exposure are underexpressed. This skill addresses that by generating type-aware HTML diagnostic reports instead of a single return curve.

How It Works

• Five templates: equity/hybrid, bond, FOF, QDII, and quant, with dedicated blocks such as E1 cross-period split, B0 diagnosis + operation analysis + B1-B4, F1-F3 penetration/fees/scorecard, D1-D2 FX/fee risk, and Q1 factor exposure.
• PB-BAND chart: equity/hybrid uses full-history nv/pb sampling, mean ±σ/±2σ bands, switch marks, manager start date, and current PB percentile.
• Data path: guest access can use REST profiles; VIP access unlocks MCP tools for FOF penetration, QDII FX, quant style factors, and six-dimensional bond risk.
• Output: generates {code}_professional_diagnosis_{timestamp}.html with embedded ECharts for offline review.

Boundaries

It depends on owl-portfolio.com MCP/REST endpoints; local fallback is needed when public SSE is unstable. API key, JWT, fund code validation, and HTML escaping are key security controls. Missing MCP data can fall back to REST, while locked VIP sections appear until login.