Agent skill

Sector Rotation Detector

by Geeksfino in Geeksfino/finskills

通过分析中国宏观经济指标和经济周期定位,识别A股市场行业轮动信号,判断未来6–12个月哪些行业可能跑赢或跑输大盘。当用户询问行业轮动、宏观驱动的板块配置、经济周期投资、超配或低配哪些行业、利率/通胀对行业的影响、或A股宏观投资策略时使用此技能。

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Sector Rotation Detector

skills CLI
$ npx skills add Geeksfino/finskills --skill sector-rotation-detector -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install Geeksfino/finskills sector-rotation-detector --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/China-market/sector-rotation-detector .claude/skills/sector-rotation-detector && rm -rf skills-src

Use ~/.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/

Facts

Skill name
sector-rotation-detector
GitHub stars
282
Token cost
~569 tokens
SKILL.md length
106 words
Files
4 (incl. references)
Skills in repo
30
Repo updated
First seen
Licence
Apache-2.0

At a glance

通过分析中国宏观经济指标和经济周期定位,识别A股市场行业轮动信号,判断未来6–12个月哪些行业可能跑赢或跑输大盘。当用户询问行业轮动、宏观驱动的板块配置、经济周期投资、超配或低配哪些行业、利率/通胀对行业的影响、或A股宏观投资策略时使用此技能。

  • Works in 5 steps: 市场范围 — 仅A股、含港股通、或含海外中概 → 时间维度 — 默认:未来6–12个月 → 行业分类 — 申万一级行业(31个,默认)、或更细的二级/三级行业 → …
  • Business, Finance & HR work in your project
  • SKILL.md covers 工作流程, 数据增强 and 重要注意事项
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sector Rotation Detector is an agent skill from Geeksfino/finskills. 通过分析中国宏观经济指标和经济周期定位,识别A股市场行业轮动信号,判断未来6–12个月哪些行业可能跑赢或跑输大盘。当用户询问行业轮动、宏观驱动的板块配置、经济周期投资、超配或低配哪些行业、利率/通胀对行业的影响、或A股宏观投资策略时使用此技能。

Its SKILL.md is about 570 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/macro-sector-framework.md` and `references/output-template.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.

When your agent uses it

  • Business, Finance & HR work in your project

Example prompts

  • “/sector-rotation-detector”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. 市场范围 — 仅A股、含港股通、或含海外中概
  2. 时间维度 — 默认:未来6–12个月
  3. 行业分类 — 申万一级行业(31个,默认)、或更细的二级/三级行业
  4. 现有持仓 — 用户是否有需要评估的现有行业配置
  5. 风险偏好 — 保守(小幅偏离)、稳健(显著超配/低配)、激进(集中行业押注)

What it can do on your machine

Read from SKILL.md and the folder at commit 8722415. It shows what the files ask for, not the result of running them.

  • Tool permissions

    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.

  • Runs code

    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.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sector Rotation Detector loads about 569 tokens when it runs, and up to ~3.8k if it reads all its reference files. Until then it costs about 37 tokens; SKILL.md has 106 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~37
When it runs · the whole SKILL.md, loaded when a task matches
~569
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.8k

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.

Safety

Auto-check passed

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.

SKILL.md

The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 106 words, ~569 tokens.

Download SKILL.mdSave it as .claude/skills/sector-rotation-detector/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
name
sector-rotation-detector
description
通过分析中国宏观经济指标和经济周期定位,识别A股市场行业轮动信号,判断未来6–12个月哪些行业可能跑赢或跑输大盘。当用户询问行业轮动、宏观驱动的板块配置、经济周期投资、超配或低配哪些行业、利率/通胀对行业的影响、或A股宏观投资策略时使用此技能。
license
Apache-2.0

行业轮动信号探测器

扮演宏观投资策略师。分析中国宏观经济指标,识别A股行业轮动机会 — 未来6–12个月哪些行业有望跑赢、哪些可能跑输 — 并解释背后的经济逻辑。

工作流程

第一步:确定分析框架

与用户确认:

  1. 市场范围 — 仅A股、含港股通、或含海外中概
  2. 时间维度 — 默认:未来6–12个月
  3. 行业分类 — 申万一级行业(31个,默认)、或更细的二级/三级行业
  4. 现有持仓 — 用户是否有需要评估的现有行业配置
  5. 风险偏好 — 保守(小幅偏离)、稳健(显著超配/低配)、激进(集中行业押注)
第二步:评估宏观指标

分析五大宏观支柱的当前状态和趋势。详细指标参见 references/macro-sector-framework.md。

支柱核心指标
货币政策LPR(1Y/5Y)、MLF利率、存款准备金率、公开市场操作、社融增速
通胀CPI、PPI、CPI-PPI剪刀差、大宗商品价格、猪肉价格周期
经济增长GDP增速、官方PMI(制造业/非制造业)、财新PMI、工业增加值、固定资产投资、社零
就业与消费城镇调查失业率、PMI就业分项、居民收入增速、消费者信心指数
政策导向中央经济工作会议定调、国务院政策、产业政策方向、监管态度

对每个支柱判断:当前水平、方向(加速/减速)、未来6–12个月预期轨迹。

第三步:判断经济周期阶段

将当前条件映射到经济周期的四个阶段:

阶段特征
复苏期GDP企稳回升,货币宽松,通胀低位,社融放量
扩张期GDP稳健增长,政策中性偏紧,通胀温和上行
滞胀/过热期GDP增速放缓,通胀上行,政策收紧
衰退期GDP下行,通胀回落,政策转向宽松

详细周期判断框架和行业轮动图谱参见 references/macro-sector-framework.md。

第四步:生成行业信号

对每个申万一级行业,给出配置建议:

信号定义
超配预期未来6–12个月跑赢沪深300 ≥ 5%
标配预期与大盘基本持平
低配预期未来6–12个月跑输沪深300 ≥ 5%

提供每个判断的经济逻辑。

第五步:风险识别与失效条件

对每个观点明确:

  • 基准概率 — 判断的置信度
  • 核心风险 — 可能导致判断错误的因素
  • 失效触发 — 一个具体的、可观测的数据点,出现后将反转该判断
第六步:呈现结果

以结构化报告呈现,格式参见 references/output-template.md:

  1. 宏观仪表盘 — 五大支柱当前状态及方向
  2. 经济周期判断 — 当前阶段及位置
  3. 行业信号表 — 全部行业的信号、逻辑、置信度
  4. 看好行业深度分析 — 3–5个超配行业的详细逻辑
  5. 看空行业深度分析 — 3–5个低配行业的详细逻辑
  6. 情景分析 — 失效触发条件与风险矩阵
  7. 风险提示

数据增强

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。

重要注意事项

  • 对宏观预测保持谦逊:宏观预测难度极高,所有观点以概率形式表达,不做确定性判断。
  • 政策权重极高:中国经济的政策驱动性远强于西方市场。中央经济工作会议、国务院常务会议、行业监管政策对行业轮动的影响往往大于经济数据本身。
  • 社融是领先指标之王:社会融资规模增速是A股最重要的领先指标,通常领先经济和股市3–6个月。
  • 信用脉冲:信用脉冲(社融增量的变化率)是判断拐点的核心工具。
  • 房地产周期的连锁效应:地产链(地产→建材→家居→家电→银行)是A股最重要的行业联动体系。
  • 主题投资与行业轮动并存:A股行业轮动经常被政策主题(新能源、AI、国企改革、信创等)打断或叠加。
  • 北向资金的边际影响:外资通过陆股通的行业配置变化对A股行业表现有显著边际影响。

© 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

Files

SKILL.md and 3 other files (references) in China-market/sector-rotation-detector of Geeksfino/finskills.

  • SKILL.md
  • LICENSE.txt
  • references/macro-sector-framework.md
  • references/output-template.md

Open the folder on GitHubat commit 8722415

Compare with similar skills

Sector Rotation Detector 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.

Sector Rotation Detector compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sector Rotation Detector this skillGeeksfino/finskills282—~569Automated safety check: PassApache-2.0
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Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Questions about Sector Rotation Detector

What does Sector Rotation Detector do?

通过分析中国宏观经济指标和经济周期定位,识别A股市场行业轮动信号,判断未来6–12个月哪些行业可能跑赢或跑输大盘。当用户询问行业轮动、宏观驱动的板块配置、经济周期投资、超配或低配哪些行业、利率/通胀对行业的影响、或A股宏观投资策略时使用此技能。. Sector Rotation Detector is an agent skill from Geeksfino/finskills.

When should I use Sector Rotation Detector?

Sector Rotation Detector fits situations like: business, Finance & HR work in your project.

How do I install Sector Rotation Detector in Claude Code?

Run `npx skills add Geeksfino/finskills --skill sector-rotation-detector -a claude-code`. Or copy the skill folder (China-market/sector-rotation-detector in Geeksfino/finskills) into .claude/skills/sector-rotation-detector in your project. Claude Code loads it when a task matches its description.

How do I install Sector Rotation Detector in Codex?

Run `npx skills add Geeksfino/finskills --skill sector-rotation-detector -a codex`. Or copy the skill folder (China-market/sector-rotation-detector in Geeksfino/finskills) into .agents/skills/sector-rotation-detector in your project. Codex loads it when a task matches its description.

Can I use Sector Rotation Detector in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Geeksfino/finskills --skill sector-rotation-detector -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sector-rotation-detector, .gemini/skills/sector-rotation-detector, .github/skills/sector-rotation-detector and .opencode/skills/sector-rotation-detector in your project.

What does Sector Rotation Detector need to run?

SKILL.md names no scripts, command-line tools or credentials: Sector Rotation Detector is instructions for the agent only.

Does Sector Rotation Detector access the network?

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.

Is Sector Rotation Detector safe to install?

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.

What licence does Sector Rotation Detector use?

Sector Rotation Detector 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.

How many tokens does Sector Rotation Detector use?

About 569 tokens (SKILL.md is roughly 2.3k 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 3.3k tokens, read only when the agent opens those files.

What are the alternatives to Sector Rotation Detector?

Skills that share tags, products or a category with Sector Rotation Detector: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sector Rotation Detector?

Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 282 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.