Fund and fund-manager research across mutual funds, ETFs and LOFs: multi-criteria screening, fund and manager profiles, holdings and style analysis, and ongoing watch on a shortlist.
Install the plugin from the ZCode plugin manager, then either run a command or just
describe the task — the pick-funds agent classifies it and loads the right skill.
Agent — agents/pick-funds.md picks the work mode, enforces the data-source priority
order, and applies the output guardrails below.
| Command | What it does |
|---|---|
/pick-funds:fund-screen |
Screen funds by performance, risk, size, holdings, or manager criteria |
/pick-funds:fund-profile |
Deep-dive profile of a single fund (performance, risk, holdings, manager) |
/pick-funds:manager-profile |
Profile a fund manager across all mandates, tenure-true |
/pick-funds:holdings |
Holdings analysis — label check, style drift, cross-fund overlap |
/pick-funds:fund-watch |
Ongoing watch on held or shortlisted funds — manager, flows, 仓位, drift, rank |
| Skill | Role |
|---|---|
fund-screen |
Multi-criteria screening by type, performance, risk, size, fees, holdings, manager |
fund-profile |
Performance vs benchmark and peers, risk and drawdowns, size and flows, fees, holdings snapshot |
manager-profile |
Track record by tenure, style, capacity, and turnover of mandates across a full career |
holdings-style |
Holdings vs label, style drift over report dates, concentration, cross-fund overlap |
fund-watch |
Manager changes, size and flow shocks, 仓位 shifts, style drift over a window |
report-render † |
Paginated PDF or editable DOCX deliverables — correct CJK rendering, density-sized charts, clickable [n] citations, and a mandatory render-and-inspect gate |
xlsx-author † |
Professional .xlsx workbooks — formula-construction rules and a mandatory recalc / error-check step before delivery |
† Shared authoring skills, generated upstream from a single source and vendored into
every finance plugin. See UPSTREAM.md.
| MCP server | Data |
|---|---|
hexin-fund |
同花顺 iFinD — funds, ETFs, LOFs |
hexin-index |
同花顺 iFinD — indices and constituents |
hexin-stock |
同花顺 iFinD — A/H equities |
finance-search |
Finance web and news search |
wind-fund |
Wind — funds |
wind-docs |
Wind — filings and research documents |
All of these are remote HTTP MCP servers on ZCode's own gateway (${ZCODE_BASE_URL}),
declared in .zcode-plugin/plugin.json. Identity is
injected per tool call by the host (auth: {type: zcode_official, provider: jwt_token}).
There is no API key, token, or vendor account for you to configure. The plugin never contacts a data vendor directly and carries no credentials.
This plugin is marked requiresPaidPlan: the data behind those servers is licensed
commercial data, not a free tier.
| Hooks | none — the plugin installs no hooks and does not intercept your tools |
| Network | only ${ZCODE_BASE_URL}, the host gateway. No third-party endpoints |
| Writes files | report, workbook and deck deliverables (.pdf, .docx, .xlsx, .pptx) plus build intermediates, in the working directory the skills pick per their own rules |
| Executes | python3 for the authoring skills; headless LibreOffice (soffice / libreoffice) for xlsx formula recalculation and DOCX→PDF verification; fc-list for font checks |
| Python packages | report-render needs reportlab, matplotlib, pypdf, pypdfium2, pillow, fonttools (see skills/report-render/scripts/requirements.txt); xlsx-author needs openpyxl |
| Degrades gracefully | without LibreOffice, xlsx-author reports recalc_unavailable and runs a static lint only — which it explicitly does not treat as a pass |
Output is draft work product, staged for a qualified professional to review and sign off. It is not investment advice, not a rating or price target issued as a firm view, and not a credit or compliance decision. Material claims are source-tagged so a reviewer can check them; what could not be sourced is reported as a gap rather than smoothed over.
Vendored from an upstream Z.ai project; agents/, commands/ and skills/ are produced
there and must not be edited here. The ZCode adaptation layer (manifests, this README, the
marketplace entry) is owned by this repository. Open publishing gates are recorded in
UPSTREAM.md.