Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
为中国投资者构建风险调整后收益最优的A股投资组合,根据资金规模、风险偏好和投资期限进行资产配置。当用户询问构建投资组合、资产配置、A股组合优化、仓位管理、再平衡策略,或要求根据特定金额和风险偏好提供组合构建建议时使用此技能。
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/China-market/risk-adjusted-return-optimizer .claude/skills/risk-adjusted-return-optimizer && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizer into .claude/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-optimizer", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizerType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/China-market/risk-adjusted-return-optimizer .agents/skills/risk-adjusted-return-optimizer && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizer into .agents/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-optimizer", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/China-market/risk-adjusted-return-optimizer .cursor/skills/risk-adjusted-return-optimizer && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizer into .cursor/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-optimizer", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/Geeksfino/finskills.git --path China-market/risk-adjusted-return-optimizer--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/China-market/risk-adjusted-return-optimizer .gemini/skills/risk-adjusted-return-optimizer && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizer into .gemini/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-optimizer", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizerInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/China-market/risk-adjusted-return-optimizer .github/skills/risk-adjusted-return-optimizer && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizer into .github/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-optimizer", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/China-market/risk-adjusted-return-optimizer .opencode/skills/risk-adjusted-return-optimizer && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/risk-adjusted-return-optimizer into .opencode/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-optimizer", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
risk-adjusted-return-optimizer为中国投资者构建风险调整后收益最优的A股投资组合,根据资金规模、风险偏好和投资期限进行资产配置。当用户询问构建投资组合、资产配置、A股组合优化、仓位管理、再平衡策略,或要求根据特定金额和风险偏好提供组合构建建议时使用此技能。
Risk Adjusted Return Optimizer is an agent skill from Geeksfino/finskills. 为中国投资者构建风险调整后收益最优的A股投资组合,根据资金规模、风险偏好和投资期限进行资产配置。当用户询问构建投资组合、资产配置、A股组合优化、仓位管理、再平衡策略,或要求根据特定金额和风险偏好提供组合构建建议时使用此技能。
Its SKILL.md is about 690 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/output-template.md` and `references/portfolio-framework.md`).
It sits in Business, Finance & HR. The repository describes itself as: Financial engineering and risk/compliance skills for agents. The licence is Apache-2.0.
9 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 8722415. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Risk Adjusted Return Optimizer loads about 688 tokens when it runs, and up to ~3.8k if it reads all its reference files. Until then it costs about 36 tokens; SKILL.md has 168 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 168 words, ~688 tokens.
.claude/skills/risk-adjusted-return-optimizer/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.扮演投资组合构建专家。为中国投资者构建风险调整后收益(夏普比率)最优的多元化投资组合。
与用户确认(含默认值):
| 输入 | 选项 | 默认 |
|---|---|---|
| 组合规模 | 任意金额 | 30万元 |
| 风险偏好 | 保守 / 稳健 / 积极 | 稳健 |
| 投资期限 | 1–30+年 | 5年 |
| 收入需求 | 是(目标收益率) / 否(总回报) | 否 |
| 账户类型 | 普通证券账户 / 含个人养老金 | 普通账户 |
| 现有持仓 | 需纳入或排除的头寸 | 无 |
| 约束条件 | 行业排除、单股上限、ESG等 | 无 |
| 再平衡偏好 | 定期 / 阈值 / 混合 | 阈值(±5%) |
将风险偏好和投资期限映射到战略资产配置。详细模型参见 references/portfolio-framework.md。
| 风险偏好 | 权益类 | 固定收益类 | 另类资产 | 现金 |
|---|---|---|---|---|
| 保守 | 20–35% | 40–55% | 5–10% | 10–15% |
| 稳健 | 40–60% | 25–40% | 5–10% | 5–10% |
| 积极 | 60–80% | 10–25% | 5–15% | 0–5% |
各大类内部分散化:
| 原则 | 应用 |
|---|---|
| 核心-卫星 | 60–80% 配置宽基指数ETF(核心),20–40% 配置主题/行业ETF或个股(卫星) |
| 单只个股上限 | 保守:3%、稳健:5%、积极:8% |
| 行业集中度上限 | 单一行业不超过权益仓位的25% |
| 相关性管理 | 卫星仓位之间避免高度相关 |
| 最低头寸 | 每个头寸至少5000元(考虑佣金和再平衡可操作性) |
| 指标 | 说明 |
|---|---|
| 预期年化收益 | 各资产类别预期收益的加权平均 |
| 预期波动率 | 组合标准差(使用相关性矩阵) |
| 夏普比率 | (预期收益 − 无风险利率)/ 波动率 |
| 最大回撤估计 | 该配置的历史最差情景 |
| 风险价值(95%) | 一年内95%置信度下的最大损失 |
详细资本市场假设参见 references/portfolio-framework.md。
| 风险偏好 | 保护策略 |
|---|---|
| 保守 | 较高现金仓位、短久期债券、红利股倾斜、可转债底仓 |
| 稳健 | 多资产分散、再平衡纪律、部分防御配置 |
| 积极 | 分散化为主要工具、极端时适当降仓、集中持仓设止损 |
| 方法 | 触发 | 优势 | 劣势 |
|---|---|---|---|
| 定期 | 每季度/半年度 | 简单有纪律 | 可能错过漂移 |
| 阈值 | 任一资产偏离目标≥5% | 响应及时 | 需持续监控 |
| 混合 | 每季度检查 + 5%阈值覆盖 | 兼顾两者优点 | 略复杂 |
以结构化报告呈现,格式参见 references/output-template.md:
如需实时市场数据支撑分析,请使用金融数据工具包技能(findata-toolkit-cn)。该工具包提供A股实时行情、财务指标、董监高增减持、北向资金、宏观数据等功能,所有数据源免费,无需API密钥。
© Geeksfino, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 3 other files (references) in China-market/risk-adjusted-return-optimizer of Geeksfino/finskills.
Open the folder on GitHubat commit 8722415
Risk Adjusted Return Optimizer next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Risk Adjusted Return Optimizer this skillGeeksfino/finskills | 283 | — | ~688 | Automated safety check: Pass | Apache-2.0 | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 5 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 4 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
zhangxiangliang/stock-api
Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.
tradermonty/claude-trading-skills
Detect and analyze trending market themes across sectors. An agent skill from tradermonty/claude-trading-skills.
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
zillionare/zillionare
面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求,转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。
Geeksfino/finskills
Free Python scripts that fetch US stock data, SEC filings, insider trades and macro indicators, and run financial score calculators and portfolio analytics.
Geeksfino/finskills
Runs a forensic review of one company's financial statements covering DuPont profitability, earnings quality, financial health scores and fraud-risk signals.
Geeksfino/finskills
Screens a stock universe with a six-factor model, scores value, momentum, quality, low volatility, size and growth, ranks by composite score and notes which factors suit the macro regime.
Geeksfino/finskills
Compares leading tech stocks to separate hype-driven valuations from fundamentally justified ones and to flag undervalued names the market overlooks.
Geeksfino/finskills
Analyze Dividend Aristocrats (25+ years of consecutive dividend increases) for income reliability and total return.
Geeksfino/finskills
Screens US stocks through an ESG lens, applies optional exclusion lists, scores the environmental, social and governance pillars and judges whether ESG quality is improving.
Categories
为中国投资者构建风险调整后收益最优的A股投资组合,根据资金规模、风险偏好和投资期限进行资产配置。当用户询问构建投资组合、资产配置、A股组合优化、仓位管理、再平衡策略,或要求根据特定金额和风险偏好提供组合构建建议时使用此技能。. Risk Adjusted Return Optimizer is an agent skill from Geeksfino/finskills.
Risk Adjusted Return Optimizer fits situations like: business, Finance & HR work in your project.
Run `npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a claude-code`. Or copy the skill folder (China-market/risk-adjusted-return-optimizer in Geeksfino/finskills) into .claude/skills/risk-adjusted-return-optimizer in your project. Claude Code loads it when a task matches its description.
Run `npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a codex`. Or copy the skill folder (China-market/risk-adjusted-return-optimizer in Geeksfino/finskills) into .agents/skills/risk-adjusted-return-optimizer in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/risk-adjusted-return-optimizer, .gemini/skills/risk-adjusted-return-optimizer, .github/skills/risk-adjusted-return-optimizer and .opencode/skills/risk-adjusted-return-optimizer in your project.
SKILL.md names no scripts, command-line tools or credentials: Risk Adjusted Return Optimizer is instructions for the agent only.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Risk Adjusted Return Optimizer is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
About 688 tokens (SKILL.md is roughly 2.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.1k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Risk Adjusted Return Optimizer: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Stock API (zhangxiangliang/stock-api, 2k stars) and Theme Detector (tradermonty/claude-trading-skills, 3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 283 GitHub stars. The repository holds 30 skills in this directory. The repository was last updated on March 5, 2026.
Source: Geeksfino/finskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.