wealth-management财富管理技能套件:基金分析、客户报告、市场速览、理财规划、税务筹划、资产配置。 基金分析: 帮我分析下这只基金, 帮我看看这个基金怎么样, 业绩归因, 基金对比, 持仓分析; 客户报告: 客户报告, 季报, 持仓报告, 投资报告; 市场速览: 市场速览, 早盘速递, 行情分析, 市场概览; 理财规划: 帮我做个理财规划, 帮我规划下养老, 养老规划, 财务规划, 退休规划; 税务筹划: 税务筹划, 个税, 税优, 节税; 资产配置: 帮我做个资产配置方案, 帮我看下怎么配置, 大类资产, 再平衡, 配置策略。
Install via ClawdBot CLI:
clawdbot install ebandao777-oss/wealth-managementLoading skill content… the page will refresh in a moment.
Usage Guide
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