本 R R9( R社) R台的 合,金金金、行、行、行、行、金理、金金金、 8 8 大金。

目

SKILL.md] 文件。

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本**,分分下下:

金 金

• 유효성 검사
• 보세플러스-fund-evaluation
• 채권 플러스 트랙러
• cmb-fyf-companion-서비스
• 커뮤니티 - voc-analysis
• 펀드활동
• 펀드 고문-assistant
• 펀드 자문
• 펀드 진단-3.10
• 펀드 관리 -딥 연구
• 펀드 시장 변동성-script
• 펀드폰 판매
• 펀드-portfolio-rebalancing-launch
• 펀드-r9alpha-평가
• 펀드 판매-rookie
• 광학 모듈 트랙러
• 포스트 investment-companion
• 사생활
• r9-fund-deep-research
• r9-quant-전략

##2. #

• 촉매-calendar
• 수입 분석
• 수입-preview
• 아이디어
• 개시증
• 모델 업데이트
• 아침
• 섹터 오버뷰
• 논문 트랙러

₢ 킹

• 3statement 모델
• comps-analysis
• dcf 모델
• lbo 모델

##4 行

• 구매자 목록
• 임빌더
• 데이터팩-빌더
• 거래 추적기
• 데크 레퍼시
• fsi 스트립 프로파일
• ib 체크 갑판
• 합병 모델
• 피치 데크
• 공정 LETTER
• 스트립 프로파일
• 티저

₢ 킹

• ai-읽기

R9 投研工作台 · Skill 分享仓库

本仓库收录了 R9（资产配置研习社）投研工作台的 Skill 集合，覆盖基金投研、权益研究、财务建模、投资银行、私募股权、财富管理、基金运营、内容创作 8 大板块。

目录结构

r9-skills-share/
├── README.md          # 本文件
├── .gitignore         # Git 忽略规则
└── skills/            # 全部 Skill 目录
    ├── r9-workbench/
    ├── china-market-data/
    ├── dcf-model/
    ├── hv-analysis/
    └── ...

每个 Skill 都是一个独立目录，目录内必须包含 SKILL.md 作为入口文件。

包含的 Skill

本仓库共包含 120 个 Skill，按板块分类如下：

1. 基金投研

• active-fund-rebalancing-validation
• bond-plus-fund-evaluation
• bond-plus-tracker
• cmb-fyf-companion-service
• community-voc-analysis
• fund-active-research
• fund-advisor-assistant
• fund-advisor-strategy
• fund-diagnosis-3.10
• fund-manager-deep-research
• fund-market-volatility-script
• fund-phone-sales
• fund-portfolio-rebalancing-launch
• fund-r9alpha-evaluation
• fund-sales-rookie
• optical-module-tracker
• post-investment-companion
• private-fund-evaluation
• r9-fund-deep-research
• r9-quant-strategist

2. 权益研究

• catalyst-calendar
• earnings-analysis
• earnings-preview
• idea-generation
• initiating-coverage
• model-update
• morning-note
• sector-overview
• thesis-tracker

3. 财务建模

• 3-statement-model
• comps-analysis
• dcf-model
• lbo-model

4. 投资银行

• buyer-list
• cim-builder
• datapack-builder
• deal-tracker
• deck-refresh
• fsi-strip-profile
• ib-check-deck
• merger-model
• pitch-deck
• process-letter
• strip-profile
• teaser

5. 私募股权

• ai-readiness
• dd-checklist
• dd-meeting-prep
• deal-screening
• deal-sourcing
• ic-memo
• portfolio-monitoring
• returns-analysis
• unit-economics
• value-creation-plan

6. 财富管理

• client-report
• client-review
• drawdown-client-playbook
• financial-plan
• high-net-worth-insurance-companion
• investment-proposal
• portfolio-rebalance
• r9-hnw-client-report
• r9-hnw-client-review
• r9-hnw-fund-companion
• r9-hnw-rebalance
• r9-wm-assistant
• tax-loss-harvesting
• wealth-manager-team-management

7. 基金运营

• accrual-schedule
• break-trace
• gl-recon
• nav-tieout
• roll-forward
• variance-commentary

8. 基础设施 / 内容创作

• aihot
• audit-xls
• branch-hv-analysis
• china-market-data
• clean-data-xls
• competitive-analysis
• daily-market-hotspot
• human-writing
• khazix-writer
• neat-freak
• ppt-template-creator
• pptx-author
• r9-course-knowledge
• r9-opc-memory
• r9-rag-engine
• r9-workbench
• shanghai-g6-tutor
• skill-creator
• skill-reviewer-v2
• skill-zero
• static-page-builder
• weibo-finance-daily
• wind-index-dashboard
• xlsx-author

9. OPC 投顾公司 Agent 系列

• r9-opc-ceo
• r9-opc-compliance
• r9-opc-operations
• r9-opc-research
• r9-opc-research-asset
• r9-opc-research-fund
• r9-opc-research-macro
• r9-opc-research-portfolio
• r9-opc-research-sector
• r9-opc-advisory
• r9-opc-advisory-content
• r9-opc-advisory-delivery
• r9-opc-advisory-strategy
• r9-opc-advisory-success

10. 基金公司渠道与客户

• r9-channel-router
• r9-channel-bank
• r9-channel-brokerage
• r9-channel-internet
• r9-channel-institutional

安装方式

方案 A：手动复制（最简单）