Unified Asset Class Allocation Analysis

Problem

Asset allocation workflows often break down in three places: macro indicators are disconnected from industry judgment, unstable data sources make conclusions hard to reproduce, and final deliverables are scattered across text, tables, and cards. This skill connects macro conditions, Shenwan level-1 industries, supply chains, and multi-asset instruments into one analysis chain for engineers, researchers, and quantitative analysts.

How It Works

• Data collection: Prefer AKShare National Bureau of Statistics sources for PPI, CPI, PMI, GDP, M2, total social financing, and LPR, then validate against stats.gov.cn using WebSearch.
• Industry screening: Score Shenwan level-1 industries using trend, capital flow, and policy catalysts, then rank rising and falling sectors.
• Supply-chain analysis: Pull nodes and links from TDX, then render upstream, midstream, and downstream transmission paths as a visual graph.
• Instrument coverage: Include A-shares, Stock Connect, ETFs, QDII funds, commodity ETFs, bonds or convertible bonds, futures, and options, with direction, confidence, position, or stop-loss references.
• Report delivery: Generate HTML, Markdown, and Excel files for preview, archival, and further processing.

Boundaries and Notes

The skill depends on the availability of TDX, AKShare, and web search. When interfaces fail, it falls back to alternate sources, so real-time quotes may not be perfectly consistent. Output is an analytical framework and allocation reference, not investment advice; use futures and options only within your own risk tolerance.