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fund-tracker

通过本地 Python 脚本调用 AKShare,按预设基金组合查询申购状态、日限额与手续费,按预设分别保存历史记录并与上次结果对比,用表格展示状态或额度变化(如 NEW、暂停→限额、100→10000),最后给出可用性变化的简要总结。可通过编辑 presets.json 管理基金组合。

alondotsh
alondotsh
热度 32.74
最近更新 2026-05-11 17:46:21
分类:数据依赖:代码执行 / 读写文件 / 第三方 API应用场景:个人理财 / 财务 / 报告撰写

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add fund-tracker
Metadata
name
fund-tracker
version
0.1.0
description
USE WHEN user types /fund-tracker or wants to check fund purchase availability, daily purchase quota, fee, and changes versus the previous run. Uses local AKShare-based tracker presets under <skill-root>. Do not use for stock or ETF market-price analysis.
requires
{"bins":["python3"]}

Fund Purchase Status Tracker

Track purchase status and quota changes for any fund using AKShare.

Instructions

When the user types /fund-tracker, follow these steps:

Step 1: Determine preset

  • /fund-tracker → use default preset
  • /fund-tracker <preset_name> → use specified preset
  • /fund-tracker list → show available presets

Step 2: Run the check script

# Default preset
python3 <skill-root>/tools/check.py

# Specific preset
python3 <skill-root>/tools/check.py <preset_name>

# List presets
python3 <skill-root>/tools/check.py list

Step 3: Present results to the user

Show a table with the following columns:

| 基金代码 | 基金简称 | 申购状态 | 日限额 | 手续费 | 变化 |

The "变化" column highlights any change from the previous check:

  • NEW if this is the first check (no history)
  • Status changes like "暂停→限额" or "限额→开放"
  • Quota changes like "100→10000"
  • "-" if no change

Step 4: Summarize actionable items

After the table, add a one-line summary:

  • Which funds became available or more accessible
  • Which funds became restricted
  • Or "无变化" if nothing changed

Managing Presets

Presets are stored in <skill-root>/tools/presets.json.

When the user wants to add a new preset, update the file at <skill-root>/tools/presets.json:

{
  "default": {
    "label": "汇丰QDII",
    "funds": ["006075", "050025", "016057", "016055", "016533", "016532"]
  },
  "dingtou": {
    "label": "定投组合",
    "funds": ["110011", "519736", "007721"]
  }
}

Each preset has its own runtime history file (runtime/history_<name>.json) for independent change tracking.

Default Preset

代码 简称
006075 博时标普500ETF联接C
050025 博时标普500ETF联接A
016055 博时纳斯达克100联接A
016057 博时纳斯达克100联接C
016532 嘉实纳斯达克100联接A
016533 嘉实纳斯达克100联接C

About Alon

Public skill from Alon's real daily workflows.