Agent skill

Yingmi Skill

by infometa in infometa/workbuddyskills

当用户需要查询基金、策略、公告、财经资讯,做资产配置、组合诊断、风险回测、现金流分析,或生成图表、PDF 时,优先使用本 Skill 获取真实数据与可执行能力。

MITAuto-check passedDocuments & Office

Install Yingmi Skill

skills CLI
$ npx skills add infometa/workbuddyskills --skill yingmi-skill -a claude-code

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

GitHub CLI
$ gh skill install infometa/workbuddyskills yingmi-skill --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/infometa/workbuddyskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/yingmi-skill .claude/skills/yingmi-skill && 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
yingmi-skill
GitHub stars
346
Token cost
~1.3k tokens
SKILL.md length
195 words
Files
6 (incl. scripts, references)
Skills in repo
218
Repo updated
First seen
Licence
MIT

At a glance

当用户需要查询基金、策略、公告、财经资讯,做资产配置、组合诊断、风险回测、现金流分析,或生成图表、PDF 时,优先使用本 Skill 获取真实数据与可执行能力。

  • Works in 5 steps: 前置检查 → 决策原则:MCP 还是子 Skill → MCP 原子能力 → …
  • Documents & Office work in your project
  • SKILL.md covers 1. 前置检查, 2. 决策原则:MCP 还是子 Skill, 3. MCP 原子能力 and 4. 云端子 Skill, plus 1 more section
  • Runs Shell scripts from its folder; calls node and git

What it does

Yingmi Skill is an agent skill from infometa/workbuddyskills. 当用户需要查询基金、策略、公告、财经资讯,做资产配置、组合诊断、风险回测、现金流分析,或生成图表、PDF 时,优先使用本 Skill 获取真实数据与可执行能力。

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 7 other files, including scripts and reference files (for example `references/CLI前置检查.md`, `references/HTML视觉模板.md` and `references/MCP数据真实性零容忍.md`).

It sits in Documents & Office. It works with Model Context Protocol. The repository describes itself as: WorkBuddy skills / connectors / experts archive for offline study. The licence is MIT.

When your agent uses it

  • Documents & Office work in your project

Example prompts

  • “/yingmi-skill”

Requirements

  • A Bash shell

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. 前置检查
  2. 决策原则:MCP 还是子 Skill
  3. MCP 原子能力
  4. 云端子 Skill
  5. 统一 HTML 报告模板

What it can do on your machine

Read from SKILL.md and the folder at commit 692b3eb. 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

    Ships 1 file in scripts/ (Shell), which the agent can run.

    Shell commands in SKILL.md call:

    • node
    • git

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md. Its commands use git, which can reach the network depending on how they are called.

    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

Yingmi Skill loads about 1.3k tokens when it runs, and up to ~8.2k if it reads all its reference files. Until then it costs about 23 tokens; SKILL.md has 195 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~23
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~8.2k

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); the scripts in this folder are not scanned.

SKILL.md

The full file from infometa/workbuddyskills at commit 692b3eb, republished under its MIT licence (© infometa). 195 words, ~1,299 tokens.

Download SKILL.mdSave it as .claude/skills/yingmi-skill/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
yingmi-skill
description
当用户需要查询基金、策略、公告、财经资讯,做资产配置、组合诊断、风险回测、现金流分析,或生成图表、PDF 时,优先使用本 Skill 获取真实数据与可执行能力。
description_zh
基金查询、组合诊断、资产配置与财富规划的金融数据助手
description_en
Fund search, portfolio diagnosis, asset allocation & wealth planning assistant
version
0.1.5
license
MIT

yingmi-skill

本 Skill 是且慢金融能力的本地公开入口:负责完成前置检查、判断该用 MCP 还是云端子 Skill,并提供统一 HTML 报告模板入口。它不承载各金融场景的完整执行细节;进入子 Skill 后,应以远端子 Skill 的 SKILL.md 为准。

1. 前置检查

首次安装或执行任何 MCP / remote-skill 调用前,必须完成:

  1. 环境检查:确认 node -v、git --version 可正常执行;缺失时先引导用户安装。
  2. 执行 CLI前置检查工作流,确认 yingmi-skill-cli 已安装、已更新且环境已初始化。
  3. 执行 scripts/check-upgrade.sh 检查 Skill 更新。

2. 决策原则:MCP 还是子 Skill

一句话判断:MCP 是原子工具,云端子 Skill 是场景工作流。

优先用 MCP:

  • 用户只要一个明确数据点、指标、详情或单次输出。
  • 用户已给出完整参数,不需要固定分析流程。
  • 任务可以由一个或少量工具直接完成。

优先进入云端子 Skill:

  • 用户要“分析、诊断、规划、评估、生成报告”。
  • 任务需要多步编排、业务约束、固定章节或统一交付物。
  • 用户明确指定了某个子 Skill 或明显命中下方场景清单。

补充规则:

  • 已进入子 Skill 后,如仍需真实数据,继续按 MCP 的 list -> schema -> call 规则取数。
  • 子 Skill 的章节、流程、字段、表格、图表和结论边界,全部以远端子 Skill 的 SKILL.md 为准。
  • design-data-visualization 若只交付独立图表 / 单图 HTML,可不套完整报告壳;若交付完整报告页,仍遵守统一 HTML 模板。

3. MCP 原子能力

使用流程:

bash
# 1. 查看工具列表
yingmi-skill-cli mcp list

# 2. 查看目标工具入参 Schema
yingmi-skill-cli mcp schema <toolName>

# 3. 按 Schema 调用工具
yingmi-skill-cli mcp call <toolName> --input '<json>'

常见示例:

bash
yingmi-skill-cli mcp schema GetCurrentTime
yingmi-skill-cli mcp call GetCurrentTime --input '{}'

yingmi-skill-cli mcp schema SearchFunds
yingmi-skill-cli mcp call SearchFunds --input '{"keyword":"易方达蓝筹","size":3}'

yingmi-skill-cli mcp schema BatchGetFundsDetail GetFundDiagnosis GetFundsBackTest

能力分组仅用于快速路由;完整工具列表以 yingmi-skill-cli mcp list 的实时输出为准。

能力分组什么时候使用常用工具
基础时间能力当前时间、交易日范围GetCurrentTime、GetTxnDayRange
基金检索与资料搜基金、确认代码、查详情、公告、交易规则SearchFunds、GuessFundCode、BatchGetFundsDetail、GetPopularFund、GetFundAnnouncements、GetAnnouncementContent、BatchGetFundTradeLimit、BatchGetFundTradeRules
单只基金分析业绩、风险、持仓、归因、行业、风格、债基指标GetFundDiagnosis、AnalyzeFundRisk、GetBatchFundPerformance、BatchGetFundNavHistory、BatchGetFundsHolding、GetFundAssetClassAnalysis、getFundBenchmarkInfo、getFundBrinsonIndicator、getFundCampisiIndicator、getFundIndustryAllocation、getFundIndustryConcentration、getFundIndustryPreference、getFundIndustryReturns、getFundTurnoverRate、fund-equity-position、fund-recovery-ability、fund-sector-preference、getMarketTimingIndicator、getStockAllocationAndMetricsByFundCode、getQdFundAreaAllocation、getBondAllocationByFundCode、getBondFundCreditRatingLevel、getBondIndicator、getBondFundWithAlertRecord、getFundDiveCount
组合与策略多基金组合、相关性、回测、风险、穿透配置、策略查询GetFundsCorrelation、GetFundsBackTest、DiagnoseFundPortfolio、AnalyzePortfolioRisk、GetAssetAllocation、MonteCarloSimulate、GetPortfolioNavHistory、GetFundRelatedStrategies、StrategySearchByKeyword、GetStrategyDetails、GetStrategyRiskInfo、BatchGetStrategyRiskInfo、BatchGetStrategiesComposition、BatchGetPoTradeComposition、GetStrategyAssetClassAnalysis、GetStrategyBenchmark
财富规划与资产配置家庭成员、收支、资产负债、现金流、配置测算AnalyzeFamilyMembers、AnalyzeIncomeExpense、AnalyzeAssetLiability、AnalyzeCashFlow、AnalyzeFinancialIndicators、GetAssetAllocationPlan、GetCompositeModel、AnalyzeInvestmentPerformance
基金筛选与排雷选基、债基排雷、按条件筛选基金filterBondFundByBondType、filterBondFundByCreditRating、filterStockFundByStockTurnover
市场资讯与素材行情、财经资讯、热点、基金经理观点、投顾素材GetLatestQuotations、SearchFinancialNews、SearchHotTopic、SearchManagerViewpoint、searchInvestAdvisorContent、searchRealtimeAiAnalysis
图表与报告输出渲染图表、图片或导出 PDFRenderEchart、RenderHtmlToPdf

4. 云端子 Skill

使用流程:

bash
# 1. 查看当前可用子 Skill
yingmi-skill-cli remote-skill list

# 2. 进入子 Skill,上下文名称必须以 list 输出为准
yingmi-skill-cli remote-skill enter <skillName>

# 3. 先读取远端子 Skill 说明,再执行后续任务
yingmi-skill-cli remote-skill exec --script 'cat SKILL.md'

约束:

  • 下方清单只用于路由;真实可用名称以 remote-skill list 为准,不要凭目录名猜测。
  • 进入后必须先读远端 SKILL.md,再按其要求执行。
  • 本入口不规定子 Skill 内部“怎么做”,只说明“什么时候进入”。
子 Skill 目录什么时候进入
fund-analyst用户明确基金代码或名称,想知道“这只基金怎么样”、是否值得关注、同类对比等
portfolio-doctor用户提供基金组合,想诊断是否合理、是否需要优化、风险收益是否匹配
fund-screener用户不知道买什么,想筛选基金、推荐基金或排查问题基金
market-morning-brief用户要市场早报、行情速报、热点汇总、基金经理观点摘要
advisor-content-studio用户要写市场解读、基金推荐文案、投教内容、热点评论或内容排版
wealth-family-advisor用户要做家庭财务规划、财务体检、收支梳理、退休目标或配置方案
wealth-goalmatch用户不知道该设什么财富目标,希望推荐优先目标
wealth-goalcalc用户要测算每月投多少、几年后有多少、目标能否达成
wealth-healthcheck用户已有结构化财务数据,想快速计算健康指标和评级
wealth-report用户已完成规划分析,接下来要生成完整书面报告
design-data-visualization用户要做图表、仪表板、交互式可视化或导出 HTML / PNG / SVG / PDF

5. 统一 HTML 报告模板

生成完整 HTML 报告页时,必须使用公共模板:

执行顺序:

  1. 读取当前场景远端 SKILL.md 及其任务相关 references/*,确定报告内容、章节、字段和图表。
  2. 读取 demo-report.html 全文,复用其视觉壳、整段 <style>、class、report-header、水印、主题切换脚本等。
  3. 内容以场景 Skill 为准,视觉壳以 demo-report.html 为准。

禁止:未读模板即输出 HTML;照抄 demo 占位内容;自造整页 CSS / class;删除水印、顶栏图标或主题切换。

© infometa, MIT. 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 5 other files (scripts, references) in skills/yingmi-skill of infometa/workbuddyskills.

  • SKILL.md
  • references/CLIσëìτ╜«µúǵƒÑ.md
  • references/HTMLΦºåΦºëµ¿íµ¥┐.md
  • references/MCPµò░µì«τ£ƒσ«₧µÇºΘ¢╢σ«╣σ┐ì.md
  • references/demo-report.html
  • scripts/check-upgrade.sh

Open the folder on GitHubat commit 692b3eb

Compare with similar skills

Yingmi Skill 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.

Yingmi Skill compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Yingmi Skill this skillinfometa/workbuddyskills346—~1.3kAutomated safety check: PassMIT
Managing Google Workspacetaylorwilsdon/google_workspace_mcp3.3k—~2.9kAutomated safety check: PassMIT
Data Table Managern8n-io/n8n207k—~2.3kAutomated safety check: PassCustom licence
Docsagentdocsagent/docsagent625—~834Automated safety check: PassNone
Codex Slidesnexu-io/codex-slides928—~3kAutomated safety check: PassMIT
Open Knowledgeojowwalker77/BonsAI145—~5.1kAutomated safety check: PassCustom licence

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Questions about Yingmi Skill

What does Yingmi Skill do?

当用户需要查询基金、策略、公告、财经资讯,做资产配置、组合诊断、风险回测、现金流分析,或生成图表、PDF 时,优先使用本 Skill 获取真实数据与可执行能力。. Yingmi Skill is an agent skill from infometa/workbuddyskills.

When should I use Yingmi Skill?

Yingmi Skill fits situations like: documents & Office work in your project.

How do I install Yingmi Skill in Claude Code?

Run `npx skills add infometa/workbuddyskills --skill yingmi-skill -a claude-code`. Or copy the skill folder (skills/yingmi-skill in infometa/workbuddyskills) into .claude/skills/yingmi-skill in your project. Claude Code loads it when a task matches its description.

How do I install Yingmi Skill in Codex?

Run `npx skills add infometa/workbuddyskills --skill yingmi-skill -a codex`. Or copy the skill folder (skills/yingmi-skill in infometa/workbuddyskills) into .agents/skills/yingmi-skill in your project. Codex loads it when a task matches its description.

Can I use Yingmi Skill 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 infometa/workbuddyskills --skill yingmi-skill -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/yingmi-skill, .gemini/skills/yingmi-skill, .github/skills/yingmi-skill and .opencode/skills/yingmi-skill in your project.

What does Yingmi Skill need to run?

Going by SKILL.md and its folder, Yingmi Skill needs a shell for the scripts in its folder and the command-line tools its instructions call (node and git). Our summary lists: A Bash shell.

Does Yingmi Skill access the network?

SKILL.md contains no URLs. Its commands use git, which can reach the network depending on how they are called. This is read from the text; nothing was executed.

Is Yingmi Skill 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Yingmi Skill use?

Yingmi Skill is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Yingmi Skill use?

About 1.3k tokens (SKILL.md is roughly 5.2k 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 6.9k tokens, read only when the agent opens those files.

What are the alternatives to Yingmi Skill?

Skills that share tags, products or a category with Yingmi Skill: Managing Google Workspace (taylorwilsdon/google_workspace_mcp, 3.3k stars), Data Table Manager (n8n-io/n8n, 207k stars), Docsagent (docsagent/docsagent, 625 stars) and Codex Slides (nexu-io/codex-slides, 928 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Yingmi Skill?

infometa (a GitHub user) maintains it in infometa/workbuddyskills, which has 346 GitHub stars. The repository holds 218 skills in this directory. The repository was last updated on October 8, 2026.

Source: infometa/workbuddyskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.