Wealth Commander
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About this skill
Problem
A personal fund portfolio often lacks a consistent execution layer: holdings are scattered across accounts, diagnostics, stop-loss checks, valuation, and post-close review are fragmented, and manual tracking lags. Wealth Commander consolidates these tasks into a local workflow: start from real holdings, verify whether trading is possible, then produce an actionable list and maintain daily monitoring through scheduled tasks.
How It Works
It is aimed at fund and exchange-traded ETF portfolio management. It relies on yangjibao-funds to fetch holdings and applies market-state gates, volatility tiers, and stop-loss rules:
- Holdings diagnostics: reads real holdings and checks subscription status, NAV, stop-loss distance, and position limits.
- Right-side signals: runs intraday_etf with state gates, IOPV premium checks, volume filters, and profit protection.
- Valuation hints: uses the Danjuan 63-index snapshot for PE/PB percentile as a health check, not a signal override.
- Review loop: post-close review, portfolio risk, monthly live-vs-backtest validation, and heartbeat scheduling.
Boundaries
The skill is rule-based and does not promise returns or replace professional advice. Some features depend on data sources, login tokens, API limits, or fund subscription status. Discount hints, MACD references, and knowledge-base distillation are auxiliary layers and do not directly change signal logic.
Use Cases
- Weekday 14:30 patrol: read Yangjibao holdings, check subscription, stop-loss, and position limits, then output buy/hold/sell actions.
- Post-close review: after 15:30, run after_close and plain_review to check predictions against closing NAV and summarize.
- Intraday ETF checks: after close, run intraday_etf with state gates, IOPV premium checks, and volume filters to screen signals.
- Valuation health check: read Danjuan index PE/PB percentiles, flag CSI 300 and STAR 50 as expensive without triggering trades.
Best For
- Individual investors holding OTC funds in multiple Yangjibao accounts who need a daily action list.
- Investors managing OTC funds and intraday ETFs who want automated stop-loss, state gates, and post-close review.
- Portfolio managers who need weekend pool scans, monthly stats, and walk-forward checks without running scripts manually.
- Non-professional investors unfamiliar with PE percentile, ERP, and MACD bars who need plain-language summaries and boundaries.
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