Fof99 Fund Research Analysis
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Please follow https://skillhub.cn/install/skillhub.md and install @user_53e48546/fof99-fund-analysis-skill.
About this skill
What It Solves
Fund research often stalls on data plumbing: resolving fund names to codes, separating private placement and public funds, then assembling NAV, risk metrics, holdings, and portfolio attribution into a readable report. It is especially useful for end-to-end tasks from fund discovery and strategy screening to report presentation.
How It Works
The skill builds an analysis workflow around fof99 MCP and ECharts:
- Discovery: when users provide names, resolve them with get_fund_code or get_company_code and confirm fund type before analysis.
- NAV and performance: fetch interval returns, benchmark, Sharpe ratio, max drawdown, Alpha, and other factors; render line, bar, or radar charts.
- Holdings and screening: inspect fof_sub_fund and related tools for allocations, sector or strategy distribution, and concentration; screen by strategy, scale, and risk-return criteria.
- Portfolio attribution: analyze FOF or direct-investment portfolios with NAV, factor exposure, scale, holding contributors, and risk decomposition.
Boundaries and Notes
The default window is usually one year. Data comes from fof99; empty or error responses should be reported with caveats. For multi-fund comparison, batch calls where possible. The skill follows the red-up/green-down convention and is an analysis workflow, not a compliance-ready investment recommendation.
Use Cases
- Resolve fund names to codes, fetch one-year NAV, and render multi-fund trend comparison charts.
- Screen private funds by strategy, AUM, max drawdown, and Sharpe ratio to produce a ranked table.
- Analyze a FOF portfolio's underlying holdings, strategy mix, and return contributors with risk notes.
- Prepare a single-fund report with KPI cards, NAV curve, metrics table, and interpretation.
Best For
- Fund analysts who compare private or public fund performance and drawdown with charts
- Investment managers who need FOF attribution, underlying holdings, and strategy contribution analysis
- Analysts who screen funds by strategy, scale, and risk-return criteria to build candidate lists
- Research editors who turn fund data into KPIs, charts, and tabular investment reports
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