Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
生成机构级投资适当性报告，包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告，或为投资建议或组合出具信义义务文档时使用此技能。
Install Suitability Report Generator
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --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/suitability-report-generator .claude/skills/suitability-report-generator && 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 "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/suitability-report-generator into .claude/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", 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/suitability-report-generatorType 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 suitability-report-generator -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --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/suitability-report-generator .agents/skills/suitability-report-generator && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/suitability-report-generator into .agents/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", 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 suitability-report-generator -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --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/suitability-report-generator .cursor/skills/suitability-report-generator && 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 "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/suitability-report-generator into .cursor/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", 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/suitability-report-generator--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 suitability-report-generator -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --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/suitability-report-generator .gemini/skills/suitability-report-generator && 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 "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/suitability-report-generator into .gemini/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", 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 suitability-report-generatorInstalls 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 suitability-report-generator -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/suitability-report-generator .github/skills/suitability-report-generator && 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 "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/suitability-report-generator into .github/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", 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 suitability-report-generator -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 suitability-report-generator --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/suitability-report-generator .opencode/skills/suitability-report-generator && 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 "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/suitability-report-generator into .opencode/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", 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.
Facts
- Skill name
suitability-report-generator- GitHub stars
- 282
- Token cost
- ~576 tokens
- SKILL.md length
- 141 words
- Files
- 4 (incl. references)
- Skills in repo
- 30
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
生成机构级投资适当性报告，包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告，或为投资建议或组合出具信义义务文档时使用此技能。
- Works in 5 steps: 建议摘要 — 用通俗语言说明推荐内容和原因 → 支撑分析 — 支持建议的关键数据、指标和发现 → 市场背景 — 当前市场环境及其与建议的关联 → …
- 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
Suitability Report Generator is an agent skill from Geeksfino/finskills. 生成机构级投资适当性报告，包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告，或为投资建议或组合出具信义义务文档时使用此技能。
Its SKILL.md is about 580 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/report-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.
When your agent uses it
- Business, Finance & HR work in your project
Example prompts
- “/suitability-report-generator”
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- 建议摘要 — 用通俗语言说明推荐内容和原因
- 支撑分析 — 支持建议的关键数据、指标和发现
- 市场背景 — 当前市场环境及其与建议的关联
- 备选方案 — 评估过的其他方案及未选择的原因
- 预期结果 — 预期收益区间、时间跨度和关键假设
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
Suitability Report Generator loads about 576 tokens when it runs, and up to ~3.6k if it reads all its reference files. Until then it costs about 35 tokens; SKILL.md has 141 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.
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). 141 words, ~576 tokens.
Download SKILL.mdSave it as
.claude/skills/suitability-report-generator/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- suitability-report-generator
- description
- 生成机构级投资适当性报告，包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告，或为投资建议或组合出具信义义务文档时使用此技能。
- license
- Apache-2.0
投资适当性报告生成器
扮演合规导向的投资文档专家。生成机构级投资适当性报告，记录投资建议或组合背后的理由、风险因素、客户适当性评估和关键假设。
工作流程
第一步：收集背景信息
收集报告所需输入：
| 输入 | 必需 | 用途 |
|---|---|---|
| 投资建议 | 是 | 推荐内容（组合、个股、配置调整） |
| 客户画像 | 是 | 风险偏好、投资期限、财务状况、经验 |
| 投资逻辑 | 是 | 为何该建议合适 |
| 来源分析 | 否 | 哪些FinSkills分析支撑了该决策 |
| 适用法规 | 否 | 默认：中国（CSRC/SAC框架） |
第二步：投资理由
记录投资逻辑和支撑证据：
- 建议摘要 — 用通俗语言说明推荐内容和原因
- 支撑分析 — 支持建议的关键数据、指标和发现
- 市场背景 — 当前市场环境及其与建议的关联
- 备选方案 — 评估过的其他方案及未选择的原因
- 预期结果 — 预期收益区间、时间跨度和关键假设
第三步：风险因素披露
识别并记录所有重大风险因素。详细风险分类参见 references/report-framework.md。
| 风险类别 | 披露要求 |
|---|---|
| 市场风险 | 权益、利率、汇率、商品价格敞口 |
| 信用风险 | 违约、评级下调、信用利差扩大风险 |
| 流动性风险 | 在不显著影响价格的情况下退出仓位的能力 |
| 集中度风险 | 个股、行业、地域或因子集中 |
| 通胀风险 | 投资期限内购买力侵蚀 |
| 政策风险 | 可能影响持仓的监管政策变化 |
| 个体风险 | 公司或策略特有的风险 |
| 行为风险 | 投资者行为导致的风险（恐慌抛售、过度交易） |
每项风险提供：
- 通俗语言描述
- 严重程度评估（高 / 中 / 低）
- 组合中的缓释措施
第四步：客户适当性评估
评估建议是否适合特定客户：
| 适当性维度 | 评估内容 |
|---|---|
| 风险偏好匹配 | 风险水平是否匹配客户声明的偏好？ |
| 投资期限匹配 | 投资期限是否与策略兼容？ |
| 流动性需求 | 客户能否在需要时获取资金？ |
| 财务状况 | 投资金额相对净资产是否适当？ |
| 投资经验 | 客户是否理解策略及其风险？ |
| 适格投资者 | 是否满足科创板（50万+2年）、北交所（50万+2年）等准入门槛？ |
| 现有组合契合度 | 是否与客户整体财务状况相适配？ |
结论为以下之一：
- 适当 — 建议在所有维度上与客户画像一致
- 附条件适当 — 总体适当但需特定条件或监控要求
- 不适当 — 建议不匹配客户画像（说明原因）
第五步：关键假设和局限性
明确记录：
- 资本市场假设 — 使用的预期收益、波动率、相关性
- 数据来源 — 分析输入来源
- 模型局限 — 分析无法捕捉的内容
- 时效性 — 建议可能多快过时
- 失败情景 — 使建议失效的具体条件
第六步：生成报告
按 references/output-template.md 格式编制结构化报告：
- 摘要 — 供决策者的一页概览
- 投资理由 — 详细逻辑和证据
- 风险披露 — 全面的风险文档
- 客户适当性评估 — 正式适当性评价
- 关键假设和局限 — 显式记录
- 监管免责声明 — 符合法规要求的措辞
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
- 清晰优先：为客户而非合规官员撰写。先用通俗语言，必要时再使用专业术语。
- 平衡观点：同时呈现看多逻辑和看空逻辑。只推销投资的适当性报告是不合格的。
- 具体而非笼统："市场可能下跌"不是有用的风险披露。需指明该具体建议的脆弱点和具体风险。
- 适格投资者门槛：A股的科创板、北交所、创业板、新三板等有不同的投资者准入要求，必须在报告中核实和说明。
- 中国特色风险：政策调控风险、退市新规影响、大股东减持、股权质押、关联交易等A股特有风险需专门披露。
- 非法律/合规建议：本技能生成报告草稿。正式的合规文件必须由合格的合规专业人员审核。
- 审计就绪：报告应包含足够的细节，使监管机构能理解决策过程。
© 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/suitability-report-generator of Geeksfino/finskills.
- SKILL.md
- LICENSE.txt
- references/output-template.md
- references/report-framework.md
Open the folder on GitHubat commit 8722415
Compare with similar skills
Suitability Report Generator 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 |
|---|---|---|---|---|---|---|
| Suitability Report Generator this skillGeeksfino/finskills | 282 | — | ~576 | Automated safety check: Pass | Apache-2.0 | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Suitability Report Generator
What does Suitability Report Generator do?
生成机构级投资适当性报告，包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告，或为投资建议或组合出具信义义务文档时使用此技能。. Suitability Report Generator is an agent skill from Geeksfino/finskills.
When should I use Suitability Report Generator?
Suitability Report Generator fits situations like: business, Finance & HR work in your project.
How do I install Suitability Report Generator in Claude Code?
Run `npx skills add Geeksfino/finskills --skill suitability-report-generator -a claude-code`. Or copy the skill folder (China-market/suitability-report-generator in Geeksfino/finskills) into .claude/skills/suitability-report-generator in your project. Claude Code loads it when a task matches its description.
How do I install Suitability Report Generator in Codex?
Run `npx skills add Geeksfino/finskills --skill suitability-report-generator -a codex`. Or copy the skill folder (China-market/suitability-report-generator in Geeksfino/finskills) into .agents/skills/suitability-report-generator in your project. Codex loads it when a task matches its description.
Can I use Suitability Report Generator 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 suitability-report-generator -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/suitability-report-generator, .gemini/skills/suitability-report-generator, .github/skills/suitability-report-generator and .opencode/skills/suitability-report-generator in your project.
What does Suitability Report Generator need to run?
SKILL.md names no scripts, command-line tools or credentials: Suitability Report Generator is instructions for the agent only.
Does Suitability Report Generator 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 Suitability Report Generator 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 Suitability Report Generator use?
Suitability Report Generator 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 Suitability Report Generator use?
About 576 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 3k tokens, read only when the agent opens those files.
What are the alternatives to Suitability Report Generator?
Skills that share tags, products or a category with Suitability Report Generator: 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 Suitability Report Generator?
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.