Finance & Investment Banking

Zheng Xi Views Library

A source-traceable investment-research Skill built on every public statement by E Fund manager Zheng Xi — it quotes his actual words, reasons with his framework, and never fabricates.

61/ 100
Recommended

Generally reliable with disclosed limitations; trial as directed and keep a rollback path.

See how it was scored ↓
Works as-is in
Codex · Claude Code · ChatGPT(Partial support) · Claude.ai(Partial support)
Stars
★ 1.8k
Last updated
25d ago
License
NOASSERTION
mutual-fundschina-fundsquote-sourcingfund-scoring
+3python-scriptscorpus-searchportfolio-analysis

What does this skill do, and when should you use it?

This Agent Skill is grounded in the full corpus of public statements (2012–2026) by Zheng Xi, Deputy Head of Equity Investment at E Fund. Every answer traces back to a specific year and original text, backed by a distilled methodology where every rule cites his own words, enabling reasoned extrapolation on topics his corpus never covered. It ships with quarterly holdings and performance snapshots for all 8 of his funds plus a list of roughly 27,000 China mutual funds, supporting words-vs-holdings checks, peer comparisons, and a six-dimension 'Zheng Xi fit' fund score. It is strictly a research and learning aid, not investment advice.

Searches Zheng Xi's periodic reports, manager notes and interviews in references/corpus/ and returns quotes with sources; extrapolates on uncovered topics via references/method.md (first sentence declares it is not his own view); reads quarterly top-10 holdings and NAV/performance/scale snapshots for his 8 funds in references/fund_data/ for words-vs-actions checks; locates fund codes via fund_lookup.py across ~27,000 funds and fetches any fund's details online via fetch_any_fund.py into a cache; score_fund.py prepares data and computes mechanical metrics (concentration, turnover proxy, drawdown, etc.) for scoring against the six-dimension scorecard in references/scorecard.md.

Good fit
  • A tech-sector researcher verifying what Zheng Xi actually said about optical communications or AI compute, and when he turned bullish, with citations
  • A fund analyst checking whether his stated bullishness on optical communications actually showed up in holdings, quarter by quarter
  • A user applying Zheng Xi's framework to score a fund he doesn't manage (e.g. China Merchants Baijiu index fund) to ask 'would Zheng Xi buy this?'
  • A content writer drafting a market outlook in the style of his quarterly reports, clearly labeled as a stylistic imitation
  • A researcher comparing Zheng Xi's funds against any other China mutual fund (fetched online) on returns, drawdowns and holding style

How do you install this skill?

Before you use it
  • This is a static source review; no scripts were executed and corpus/performance figures in the shown examples (2025–2026) could not be verified.
  • Fetch/score scripts depend on live access to external sites (e.g., Eastmoney); site changes may break them—mind cache freshness and verify key numbers.
  • The README's suggested Bash(python:*) allow rule is over-broad; a narrower script-path whitelist is preferable.
  • skill.yml's WorkBuddy schema is a best-guess by the author and may fail import without manual adjustment.
  • The scorecard measures stylistic fit with Zheng Xi's approach, not fund quality; defensive/bond funds naturally score low and results must not be used as investment advice.
Before you start
Your agent needs
  • Shell / CLI
  • Network access
  • Local filesystem
Install first
  • Python 3
  • requests
  • beautifulsoup4
  • lxml

Native Claude Code install — macOS/Linux: mkdir -p "$HOME/.claude/skills/zhengxi-views" && cp -R SKILL.md README.md references scripts "$HOME/.claude/skills/zhengxi-views"/; Windows PowerShell: use the equivalent New-Item + Copy-Item commands from the README. Fully restart Claude Code afterwards. For Tencent WorkBuddy, drop the whole folder into its skills/ directory (a skill.yml manifest is included). For online fetching/scoring, run pip install -r requirements.txt (requests/beautifulsoup4/lxml). Deployment paths for Cursor, ChatGPT GPTs, Gemini and Tencent ima are documented in the README, though sandboxed platforms without network cannot do live fetching.

Generic route: install into Claude Code manually (macOS / Linux)
git clone --depth 1 https://github.com/lyra81604/zhengxi-views.git ~/.claude/skills/zhengxi-views

Generated from the source repository and skill path; it copies only this skill's folder. If the author's install steps above differ, follow those first. To scope it to one project, replace ~/.claude/skills with that project's .claude/skills.

How do you use this skill?

Try saying

Once installed, send your agent any of these to trigger it:

  • What does Zheng Xi think of optical communications? When did he turn bullish?
  • He said he likes optical comms — do his holdings confirm it?

After restart, just ask naturally, e.g.: 'What does Zheng Xi think of optical communications? When did he turn bullish?', 'He said he likes optical comms — do his holdings confirm it?', 'Score China Merchants Baijiu by Zheng Xi's standards — would he buy it?', 'Compare Zheng Xi's fund with Ge Lan's CMS Medical'. For topics outside his corpus, the skill falls back to the method.md framework and bold-declares in the first sentence that it is not his own opinion.

What are this skill's strengths and limitations?

Pros
  • Strong traceability: quotes must match the corpus verbatim, every methodology rule is backed by his own words, and the skill must distinguish 'his words / inference / needs verification'
  • Real data: quarterly holdings and NAV/performance snapshots for all 8 of his funds ship locally, so words-vs-holdings checks don't rely on model memory
  • Broader than one manager: includes a ~27,000-fund market-wide list for on-demand fetching, comparison and scoring
  • Detailed cross-platform guidance: the README documents Claude Code, WorkBuddy, Cursor, ChatGPT, Gemini and ima deployment paths
Limitations
  • The score measures 'fit with Zheng Xi's style', not fund quality — defensive/dividend/bond funds score low by design and can be misread
  • Live market-wide fetching depends on network access and the structure of public fund-data pages; there is no test suite, so page changes could break it
  • Holdings are quarterly disclosure snapshots, not real-time; data for formerly managed funds spans each fund's full history and must be filtered to his tenure
  • Highly vertical scope (Zheng Xi and Chinese mutual funds only); GitHub license is NOASSERTION while the README claims MIT — an inconsistency

How does this skill compare with similar options?

Side by side with related skills; every score comes from the same FSRS standard.

Skill FS score Stars Last updated License
Zheng Xi Views Library this page 61 · Recommended ★ 1.8k 25d ago NOASSERTION
Fixed-Income Portfolio Review ✓ Anthropic · Official 44 · Not recommended ★ 41k 9d ago Apache-2.0
Nine-Chapter Equity Research Skill 63 · Recommended ★ 472 2mo ago MIT
US Value Investing 4-Dimension Analysis Skill 52 · Use with care ★ 1.1k 6mo ago MIT
Trap Detector 40 · Not recommended ★ 7.5k 19d ago MIT

The README explicitly distinguishes this skill from generic 'investment framework/methodology' skills: those abstract methods without citing source text and output stock picks, whereas this skill anchors everything in Zheng Xi's verbatim corpus, producing sourced quotes and verifiable forward reasoning, with 'no fabrication' as its core constraint.

How did FollowSkills review this skill?

FollowSkills review · FSRS-2.0
Recommended
61/ 100 5-point scale 3.1 / 5
The upstream repository has new commits since this review. The score still applies to the reviewed revision shown and may not cover the latest changes.
1Trust17 / 25 · 3.4/5

SKILL.md mandates verbatim quotation, separates quotes from inference, forbids fabrication, and clearly disclaims investment advice; scripts run as single local commands with no hidden privilege expansion; dependencies limited to requests/bs4/lxml. Deducted: network-fetching scripts lack disclosed failure/rollback data-flow details; README suggests a broad Bash(python:*) allow rule; repo license metadata is NOASSERTION.

2Reliability9 / 20 · 2.3/5

Instructions are self-consistent with well-scoped scripts, 7-day cache with --force refresh, synonym-search hints, and tenure-range filtering for former funds. Deducted: static review cannot confirm script error handling or failure feedback; no committed tests covering key paths.

3Adaptability12 / 15 · 4.0/5

Audience and scenarios are explicit (quote lookup, method, word-vs-holdings, scoring), triggers concrete, non-fit boundaries disclosed; Chinese corpus and mainland-accessible sources. Deducted: broad trigger surface ('any fund') risks over-triggering; live fetching unavailable in sandboxed environments (disclosed but still a limitation).

4Convention12 / 15 · 4.0/5

Well-layered docs, CHANGELOG with SemVer, MIT LICENSE, source disclosure, multi-platform guides. Deducted: skill.yml schema admittedly unverified against WorkBuddy; personal project with no explicit maintenance commitment or update guarantee.

5Effectiveness6 / 15 · 2.0/5

README shows four realistic output examples in directly usable format and a one-command scoring entry, giving clear marginal value over impression-based answers. Deducted: static review cannot verify output correctness; examples are author-claimed 'real outputs' with unverifiable 2025–2026 performance figures.

6Verifiability5 / 10 · 2.5/5

Design is highly traceable: corpus_index., method.md claims each backed by quotes, fund data dated by quarter, sources named. Deducted: quoted corpus and data snapshots were not independently checked in this static review; static cap of 5 prevents claiming reproducibility.

1 2 3 4 5 6

Open a dimension to read why it scored that way

Reviewed Sep 18, 2026 Reviewed revision 304ac3e404a4 Review evidence[1][2][3][4][5][6][7]

Evidence confidence:Low — Mostly static review, author material or a limited demo; useful for discovery, not high-risk decisions.

See the full review method →

FAQ

Can it answer questions his corpus never covered?
Yes. It first searches to confirm no direct statement exists, then bold-declares in the first sentence that this is not his own words, and reasons through the method.md framework, flagging unverifiable specifics as 'needs verification'.
Which features require network access?
Queries about his views, methodology, his 8 funds and stylistic commentary all work offline; only fetching details of other market funds (fetch_any_fund.py) and its scoring prep need network. Cache defaults to 7 days; use --force to refresh.
Claude Code asks for confirmation on every step — how to avoid it?
Scripts are designed as single absolute-path commands without cd/redirects to minimize prompts; you can also add "Bash(python:*)" to permissions.allow in ~/.claude/settings., but that allows all python commands and is only recommended on personal machines.
Will it give buy/sell advice?
No. It is explicitly a research and learning aid: no predictions, no trade instructions, no return promises. The six-dimension score measures stylistic fit with Zheng Xi, not fund quality.

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