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ETF Analysis Framework

Analyse ETFs: screen funds, compare fees, tracking error, liquidity and China-market strategies

Source Download skill
Repository
HKUDS/Vibe-Trading
Stars
37,433
Licence
MIT
Files
1 file

What it does

This skill gives an AI agent a structured framework for evaluating exchange-traded funds (ETFs), with a focus on the Chinese market. Once installed, the agent can explain ETF types, calculate tracking error, premium/discount, liquidity and fee drag, score and compare funds from the same index, and suggest core-satellite or sector-rotation allocation approaches. The file is written in Chinese and mostly contains reference text plus example Python functions.

Great for

  • Investors or analysts who want a checklist-based way to compare ETFs tracking the same index
  • Developers building quantitative ETF strategies who want standard metric definitions and sample code
  • Chinese-market users looking for ETF codes, fee and liquidity benchmarks

Skip it if

  • Individual investment decisions: the file contains specific fee and product figures for 2025 and rule-of-thumb thresholds that may be out of date, and it gives no personal financial advice or risk profile
  • Trading live money based on the sample scoring or rotation functions, which are simplified illustrations not backtested in the file

Try asking

  • “Compare three CSI 300 ETFs by fee, tracking error and daily trading volume”
  • “Calculate the annualised tracking error and information ratio for a given ETF against its index”
  • “Explain premium and discount to NAV for a QDII cross-border ETF”
  • “Write a Python function that ranks sector ETFs by 20-day momentum”
Step-by-step guide: how to use ETF Analysis FrameworkInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    etf-analysis.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip etf-analysis.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip etf-analysis.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Provide your own price and index data; the skill's functions expect series you supply and do not download market data
  • Verify current fund fees, scale and ETF codes from the fund company or exchange before acting, since the file cites 2025 figures
  • Ask the agent to explain the assumptions behind any score or backtest before relying on the result

What's inside

  • SKILL.md

Redistributed unmodified from HKUDS/Vibe-Trading under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.