Agent Skills
› openai/plugins
› fund-comparison
fund-comparison
GitHub用于并列比较2至4只基金或ETF，基于Morningstar数据展示评级、收益、风险及持仓。严格遵循合规限制，禁止投资建议，确保数据准确并区分缺失与故障。
触发场景
用户要求对比多只基金的表现
用户查询ETF或开放式基金的详细差异分析
安装
npx skills add openai/plugins --skill fund-comparison -g -y
SKILL.md
Frontmatter
{
"name": "fund-comparison",
"description": "Use when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data."
}
Fund Comparison
Compare 2 to 4 funds side by side using the connected Morningstar app as the data source.
Guardrails
- Use only data returned by the Morningstar app in the current session.
- Do not infer, backfill, rank suitability, predict performance, or give investment advice.
- Show unavailable values as
N/Aand distinguish missing data from tool failure. - Supported investment types are ETFs, open-end funds, and closed-end funds. Exclude unsupported securities and explain why.
- If funds span broad asset classes, stop and ask for comparable funds instead of mixing incompatible metrics.
Workflow
Before running a real comparison, read references/full-workflow.md. It preserves Morningstar's partner-authored rules for fund resolution, exclusions, datapoints, broad-asset-class checks, holdings overlap, disclosures, and table formats.
- Resolve each ticker, name, or identifier to the intended Morningstar fund. Ask only if the result is ambiguous.
- Validate that 2 to 4 active supported funds remain after exclusions.
- Retrieve the smallest complete data set needed for the comparison: category, broad asset class, rating, medalist rating, expense ratio, assets, inception date, benchmark, return periods, category ranks, risk metrics, and top holdings when available.
- For equity funds, compare top holdings and show overlaps. For other asset classes, omit holdings overlap unless Morningstar returns meaningful holdings data.
- Present comparison tables with funds as columns and metrics as rows.
Output
Use this order:
- Disclosure banner.
- Resolution/exclusion notes, if any.
- Snapshot table.
- Performance table.
- Category-rank table with a note that lower percentile rank is better.
- Risk table.
- Holdings overlap for equity funds only.
- Brief caveats about category or data-availability differences.
版本历史
- 11c74d6 当前 2026-07-19 09:40
