fund-advisor-agent场外公募基金配置顾问 Agent Skill，具备10年实战投资经验的资深理财经理角色，提供基金数据查询、组合配置、风险评估、市场监控、投资教育等一站式专业理财服务。支持 web-search、document-generation、knowledge、feishu-message 四大技能集成。
Install via ClawdBot CLI:
clawdbot install xikal/fund-advisor-agentGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://example.com/fund-guideAudited Apr 17, 2026 · audit v1.0
Generated May 6, 2026
用户输入风险偏好、资金量和投资期限，Agent自动生成个性化基金组合方案，涵盖债券、股票和货币基金配比，并输出详细配置报告。
用户设定定投标的、金额和周期，Agent计算预期收益、回撤和多种定投策略（如智能止盈），生成对比分析表，并支持飞书消息推送定投提醒。
Agent通过web-search实时监控市场估值、基金净值异动和基金经理变更，触发预警条件后通过飞书Webhook推送提醒，帮助用户及时调仓。
用户询问基金术语、配置原理或市场分析，Agent从知识库检索并生成通俗易懂的图文解释，同时记录学习进度，提供投资日记功能。
用户要求对已有组合进行业绩回顾或风险评估，Agent调用document-generation生成PDF/Word格式的深度分析报告，包含收益归因和调仓建议。
向理财机构或个人投资者按月或年收取Agent使用费，提供不同套餐（如基础查询、高级配置、报告生成等），依据调用次数或功能层级定价。
将Fund Advisor Agent封装为API接口，授权给银行、券商或第三方理财平台集成，按调用量或固定授权费收费，支持品牌自定义。
与基金销售平台合作，Agent为用户推荐配置方案后引导开户或购买，按成单金额收取佣金或分成，同时为高端客户提供一对一人工投顾转接。
💬 Integration Tip
集成时需配置飞书Webhook环境变量和S3存储访问权限，并确保langchain和langgraph版本兼容；建议先利用config/agent_llm_config.json调整模型参数以适应业务场景。
Scored May 6, 2026
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