Agent Skill
2/7/2026

multi-market-portfolio-allocator

When the user needs to build an investment portfolio across multiple markets (US, Hong Kong, A-shares) with specific allocation ratios, total capital constraints, and market-specific trading rules. This skill reads stock lists from Excel files, fetches current/latest stock prices and exchange rates from financial APIs, categorizes stocks by market type, calculates position sizes based on allocation percentages, applies market-specific constraints (whole shares for US/HK stocks, 100-share lots for A-shares), performs currency conversions, and generates a complete position-building plan with detailed calculations. It also updates Excel files with calculated stock codes and position sizes. Triggers include requests for portfolio allocation, position building, stock purchase planning with capital allocation ratios, and Excel-based stock list processing.

Z
zjunlp
33GitHub Stars
1Views
Skills Info
Original Name:multi-market-portfolio-allocatorAuthor:zjunlp