From 486b090577fc98995bc829ad8531afdfbe83c256 Mon Sep 17 00:00:00 2001 From: Jiayuan Zhang Date: Mon, 16 Feb 2026 02:39:35 +0800 Subject: [PATCH] chore(benchmark): translate finance e2e case prompts to English Co-Authored-By: Claude Opus 4.6 --- .../cases/case-01-top10-financial-reports.txt | 22 +++++++------- .../case-02-ai-value-chain-scorecard.txt | 24 +++++++-------- .../cases/case-03-us-bank-stress-test.txt | 26 ++++++++-------- .../case-04-consumer-sector-macro-linkage.txt | 24 +++++++-------- .../case-05-energy-transport-sensitivity.txt | 30 +++++++++---------- .../cases/case-06-cross-asset-allocation.txt | 28 ++++++++--------- .../cases/case-07-reit-rate-risk.txt | 22 +++++++------- .../case-08-earnings-quality-forensics.txt | 22 +++++++------- .../case-09-post-earnings-drift-study.txt | 24 +++++++-------- .../case-10-investment-committee-pack.txt | 20 ++++++------- 10 files changed, 121 insertions(+), 121 deletions(-) diff --git a/scripts/e2e-finance-benchmark/cases/case-01-top10-financial-reports.txt b/scripts/e2e-finance-benchmark/cases/case-01-top10-financial-reports.txt index 51eef71b..9c75bcce 100644 --- a/scripts/e2e-finance-benchmark/cases/case-01-top10-financial-reports.txt +++ b/scripts/e2e-finance-benchmark/cases/case-01-top10-financial-reports.txt @@ -1,14 +1,14 @@ -请完成一个高复杂度投研任务（中文输出）： +Complete a high-complexity investment research task: -目标：分析美股市值排名前十公司在最近三个完整财年的财报与经营质量，并给出 2026 年（2026-01-01 到 2026-12-31）的投资建议。 +Objective: Analyze the top 10 US stocks by market capitalization across their most recent three complete fiscal years and provide investment recommendations for 2026 (2026-01-01 to 2026-12-31). -硬性要求： -1. 以“截至 2026-02-01 的美股市值前十”为样本；如果个别公司数据窗口不完整，请注明并用“最近可得完整财年”替代。 -2. 每家公司生成 1 份详细分析，至少包含：收入与利润结构、毛利率/营业利润率趋势、现金流质量、资本开支与回购分红、估值区间、主要风险。 -3. 生成一个 Excel 文件（.xlsx），至少包含：`raw_data`、`company_scorecard`、`valuation`、`risk_matrix` 四个工作表。 -4. 生成一份综合报告，对十家公司做横向比较与分层（核心持仓/观察/回避），并给出 2026 年组合建议（含仓位区间和触发条件）。 -5. 单独输出 `sources.md`，列出关键数据来源链接与抓取时间。 -6. 所有结果统一放到新目录：`~/Desktop/multica-fin-bench/case-01/`。 -7. 如果无法直接生成 xlsx，请说明原因并提供结构等价的 CSV 文件集。 +Requirements: +1. Use "top 10 US stocks by market cap as of 2026-02-01" as the sample; if data windows are incomplete for certain companies, note this and substitute with the most recent available complete fiscal year. +2. Generate 1 detailed analysis per company, covering at minimum: revenue and profit structure, gross/operating margin trends, cash flow quality, capex and buybacks/dividends, valuation range, and key risks. +3. Generate an Excel file (.xlsx) with at least 4 sheets: `raw_data`, `company_scorecard`, `valuation`, `risk_matrix`. +4. Generate a comprehensive report with cross-company comparison and tiering (core holding / watchlist / avoid), along with 2026 portfolio recommendations (including position ranges and trigger conditions). +5. Output a separate `sources.md` listing key data source links and retrieval timestamps. +6. Place all output in a new directory: `~/Desktop/multica-fin-bench/case-01/`. +7. If unable to generate xlsx directly, explain why and provide structurally equivalent CSV files. -执行要求：先给出 8-12 步执行计划，再执行。最后做自检清单，确认文件齐全。 +Execution requirements: First present an 8-12 step execution plan, then execute. Conclude with a self-check checklist confirming all files are complete. diff --git a/scripts/e2e-finance-benchmark/cases/case-02-ai-value-chain-scorecard.txt b/scripts/e2e-finance-benchmark/cases/case-02-ai-value-chain-scorecard.txt index 3535dbde..e3b9cc34 100644 --- a/scripts/e2e-finance-benchmark/cases/case-02-ai-value-chain-scorecard.txt +++ b/scripts/e2e-finance-benchmark/cases/case-02-ai-value-chain-scorecard.txt @@ -1,15 +1,15 @@ -请构建“AI 产业链基本面与估值评分”项目（中文输出）。 +Build an "AI Value Chain Fundamentals & Valuation Scorecard" project. -股票池：NVDA、AMD、AVGO、MSFT、GOOGL、AMZN、META、TSM、ASML、ANET。 -时间范围：2023-01-01 到 2025-12-31（不足处用最近可得数据补齐并标记）。 +Stock universe: NVDA, AMD, AVGO, MSFT, GOOGL, AMZN, META, TSM, ASML, ANET. +Time range: 2023-01-01 to 2025-12-31 (fill gaps with most recent available data and flag accordingly). -任务要求： -1. 构建一个 100 分制评分模型，至少包含 6 个维度：增长、盈利能力、资本效率、研发强度、现金流质量、估值安全边际。 -2. 给出每个维度的权重与打分逻辑，必须可复现。 -3. 生成 Excel（.xlsx）：`input_data`、`factor_scores`、`weighted_rank`、`scenario_2026`。 -4. 在 `scenario_2026` 中给出三种情景（乐观/基准/保守）下的目标区间与触发信号。 -5. 产出 `investment_memo.md`（含前 3 名的建仓逻辑和后 3 名的回避逻辑）。 -6. 产出 `sources.md`（来源链接 + 日期）。 -7. 输出目录：`~/Desktop/multica-fin-bench/case-02/`。 +Requirements: +1. Construct a 100-point scoring model with at least 6 dimensions: growth, profitability, capital efficiency, R&D intensity, cash flow quality, and valuation margin of safety. +2. Provide weights and scoring logic for each dimension; must be reproducible. +3. Generate an Excel file (.xlsx) with sheets: `input_data`, `factor_scores`, `weighted_rank`, `scenario_2026`. +4. In `scenario_2026`, provide target ranges and trigger signals under three scenarios (optimistic / base / conservative). +5. Produce `investment_memo.md` (including entry logic for the top 3 and avoidance logic for the bottom 3). +6. Produce `sources.md` (source links + dates). +7. Output directory: `~/Desktop/multica-fin-bench/case-02/`. -执行要求：先计划后执行；最后输出“可复现性检查”（别人按你的步骤是否能复现）。 +Execution requirements: Plan before executing; conclude with a "reproducibility check" (can someone else reproduce your results following your steps). diff --git a/scripts/e2e-finance-benchmark/cases/case-03-us-bank-stress-test.txt b/scripts/e2e-finance-benchmark/cases/case-03-us-bank-stress-test.txt index 6d2bb26a..a9439320 100644 --- a/scripts/e2e-finance-benchmark/cases/case-03-us-bank-stress-test.txt +++ b/scripts/e2e-finance-benchmark/cases/case-03-us-bank-stress-test.txt @@ -1,16 +1,16 @@ -请做“美国大型银行 2026 压力测试”任务（中文输出）。 +Perform a "US Major Bank 2026 Stress Test" task. -样本：JPM、BAC、C、WFC、GS、MS。 +Sample: JPM, BAC, C, WFC, GS, MS. -任务要求： -1. 基于最近三个完整财年（优先 2023-2025）整理关键指标：净息差(NIM)、CET1、贷款损失准备、商业地产敞口、存款成本变化、未实现损失等。 -2. 构建两套压力情景： - - Mild Recession：失业率上行 +150bp，联邦基金利率下行 100bp - - Severe Recession：失业率上行 +300bp，联邦基金利率下行 200bp，CRE 违约率显著上行 -3. 估算各银行在两种情景下的利润与资本充足率变化方向，并给出脆弱点排序。 -4. 生成 Excel（.xlsx）：`bank_raw`、`stress_assumptions`、`impact_estimate`、`ranking`。 -5. 生成 `risk_brief.md`，包含“最需要警惕的 5 个风险信号”。 -6. 生成 `sources.md`。 -7. 输出到：`~/Desktop/multica-fin-bench/case-03/`。 +Requirements: +1. Compile key metrics from the most recent three complete fiscal years (preferably 2023-2025): net interest margin (NIM), CET1, loan loss provisions, commercial real estate (CRE) exposure, deposit cost changes, unrealized losses, etc. +2. Construct two stress scenarios: + - Mild Recession: unemployment +150bp, federal funds rate -100bp + - Severe Recession: unemployment +300bp, federal funds rate -200bp, CRE default rate significantly higher +3. Estimate directional changes in profit and capital adequacy for each bank under both scenarios, and rank vulnerability. +4. Generate an Excel file (.xlsx) with sheets: `bank_raw`, `stress_assumptions`, `impact_estimate`, `ranking`. +5. Generate `risk_brief.md` containing "top 5 risk signals to watch." +6. Generate `sources.md`. +7. Output to: `~/Desktop/multica-fin-bench/case-03/`. -执行要求：先给方法论，再给结果；最后列出你最不确定的 3 个假设。 +Execution requirements: Present methodology first, then results; conclude by listing the 3 assumptions you are least confident about. diff --git a/scripts/e2e-finance-benchmark/cases/case-04-consumer-sector-macro-linkage.txt b/scripts/e2e-finance-benchmark/cases/case-04-consumer-sector-macro-linkage.txt index 13da5aa4..c0b3c9dc 100644 --- a/scripts/e2e-finance-benchmark/cases/case-04-consumer-sector-macro-linkage.txt +++ b/scripts/e2e-finance-benchmark/cases/case-04-consumer-sector-macro-linkage.txt @@ -1,15 +1,15 @@ -请做“美国消费板块与宏观变量联动分析”（中文输出）。 +Perform a "US Consumer Sector & Macro Variable Linkage Analysis." -样本公司：WMT、COST、TGT、HD、LOW、MCD、SBUX、NKE、DIS、AMZN。 -时间范围：2023-01-01 到 2025-12-31。 +Sample companies: WMT, COST, TGT, HD, LOW, MCD, SBUX, NKE, DIS, AMZN. +Time range: 2023-01-01 to 2025-12-31. -任务要求： -1. 将公司分为“必需消费/可选消费”两组，比较收入增速、利润率、库存变化、同店销售（如可得）与现金流质量。 -2. 结合宏观变量（CPI、实际工资、失业率、利率）分析各组盈利弹性。 -3. 构建“2026 三情景”盈利弹性矩阵：软着陆/再通胀/衰退。 -4. 生成 Excel（.xlsx）：`company_metrics`、`macro_series`、`elasticity_matrix`、`portfolio_actions`。 -5. 生成 `strategy_note.md`，给出 2026 年行业配置建议与再平衡触发条件。 -6. 生成 `sources.md`。 -7. 输出目录：`~/Desktop/multica-fin-bench/case-04/`。 +Requirements: +1. Split companies into "consumer staples" and "consumer discretionary" groups; compare revenue growth, margins, inventory changes, same-store sales (if available), and cash flow quality. +2. Analyze each group's earnings elasticity relative to macro variables (CPI, real wages, unemployment, interest rates). +3. Build a "2026 three-scenario" earnings elasticity matrix: soft landing / reflation / recession. +4. Generate an Excel file (.xlsx) with sheets: `company_metrics`, `macro_series`, `elasticity_matrix`, `portfolio_actions`. +5. Generate `strategy_note.md` with 2026 sector allocation recommendations and rebalancing trigger conditions. +6. Generate `sources.md`. +7. Output directory: `~/Desktop/multica-fin-bench/case-04/`. -执行要求：必须明确写出每个配置建议背后的可验证指标。 +Execution requirements: Each allocation recommendation must explicitly state the verifiable metrics behind it. diff --git a/scripts/e2e-finance-benchmark/cases/case-05-energy-transport-sensitivity.txt b/scripts/e2e-finance-benchmark/cases/case-05-energy-transport-sensitivity.txt index 816c8a08..37993e7a 100644 --- a/scripts/e2e-finance-benchmark/cases/case-05-energy-transport-sensitivity.txt +++ b/scripts/e2e-finance-benchmark/cases/case-05-energy-transport-sensitivity.txt @@ -1,18 +1,18 @@ -请完成“能源价格冲击下的能源与运输行业敏感性分析”（中文输出）。 +Complete an "Energy Price Shock Sensitivity Analysis for Energy & Transport Sectors." -样本：XOM、CVX、COP、SLB、DAL、UAL、FDX、UPS。 -时间范围：2023-01-01 到 2025-12-31。 +Sample: XOM, CVX, COP, SLB, DAL, UAL, FDX, UPS. +Time range: 2023-01-01 to 2025-12-31. -任务要求： -1. 归纳各公司对油价/燃料成本的敏感方向与经营杠杆来源。 -2. 构建三种油价路径（2026 年）： - - 情景A：WTI 均价 60 美元 - - 情景B：WTI 均价 80 美元 - - 情景C：WTI 均价 100 美元 -3. 估计不同情景下各公司盈利和估值的相对变化方向（可用区间而非点估计，但要说明依据）。 -4. 生成 Excel（.xlsx）：`raw_financials`、`oil_scenarios`、`sensitivity_map`、`trade_ideas`。 -5. 生成 `hedge_plan.md`，提出至少 2 套对冲或配对交易思路，并说明失效条件。 -6. 生成 `sources.md`。 -7. 输出到：`~/Desktop/multica-fin-bench/case-05/`。 +Requirements: +1. Summarize each company's sensitivity direction to oil/fuel costs and sources of operating leverage. +2. Construct three oil price paths for 2026: + - Scenario A: WTI average $60 + - Scenario B: WTI average $80 + - Scenario C: WTI average $100 +3. Estimate directional changes in earnings and valuation for each company under different scenarios (ranges are acceptable over point estimates, but rationale must be provided). +4. Generate an Excel file (.xlsx) with sheets: `raw_financials`, `oil_scenarios`, `sensitivity_map`, `trade_ideas`. +5. Generate `hedge_plan.md` proposing at least 2 hedging or paired trade strategies, including conditions under which they would fail. +6. Generate `sources.md`. +7. Output to: `~/Desktop/multica-fin-bench/case-05/`. -执行要求：结论必须包含“基准仓位 + 对冲仓位 + 触发阈值”。 +Execution requirements: Conclusions must include "base position + hedge position + trigger thresholds." diff --git a/scripts/e2e-finance-benchmark/cases/case-06-cross-asset-allocation.txt b/scripts/e2e-finance-benchmark/cases/case-06-cross-asset-allocation.txt index df381db2..19f9c5fa 100644 --- a/scripts/e2e-finance-benchmark/cases/case-06-cross-asset-allocation.txt +++ b/scripts/e2e-finance-benchmark/cases/case-06-cross-asset-allocation.txt @@ -1,17 +1,17 @@ -请做“跨资产战术配置（2026）”项目（中文输出）。 +Build a "Cross-Asset Tactical Allocation (2026)" project. -资产池：SPY、QQQ、IWM、TLT、IEF、HYG、GLD、DBC、BTC-USD。 -历史区间：2021-01-01 到 2025-12-31（月频即可）。 +Asset universe: SPY, QQQ, IWM, TLT, IEF, HYG, GLD, DBC, BTC-USD. +Historical period: 2021-01-01 to 2025-12-31 (monthly frequency is sufficient). -任务要求： -1. 计算并比较关键指标：年化收益、波动率、最大回撤、Sharpe、相关性矩阵。 -2. 设计两种组合： - - 防守型（目标最大回撤尽量低） - - 进攻型（目标风险调整后收益更高） -3. 对两种组合做 2026 三情景压力测试（增长放缓/通胀反复/流动性宽松），给出调仓规则。 -4. 生成 Excel（.xlsx）：`price_returns`、`risk_metrics`、`corr_matrix`、`portfolio_defensive`、`portfolio_offensive`、`scenario_test`。 -5. 生成 `allocation_memo.md`，说明为什么这两种组合在 2026 年有可执行性。 -6. 生成 `sources.md`。 -7. 输出目录：`~/Desktop/multica-fin-bench/case-06/`。 +Requirements: +1. Calculate and compare key metrics: annualized return, volatility, maximum drawdown, Sharpe ratio, and correlation matrix. +2. Design two portfolios: + - Defensive (target: minimize maximum drawdown) + - Offensive (target: higher risk-adjusted returns) +3. Stress test both portfolios under three 2026 scenarios (growth slowdown / inflation resurgence / liquidity easing), and provide rebalancing rules. +4. Generate an Excel file (.xlsx) with sheets: `price_returns`, `risk_metrics`, `corr_matrix`, `portfolio_defensive`, `portfolio_offensive`, `scenario_test`. +5. Generate `allocation_memo.md` explaining why these two portfolios are actionable in 2026. +6. Generate `sources.md`. +7. Output directory: `~/Desktop/multica-fin-bench/case-06/`. -执行要求：明确列出每个组合的再平衡频率、止损规则和再入场条件。 +Execution requirements: Explicitly state rebalancing frequency, stop-loss rules, and re-entry conditions for each portfolio. diff --git a/scripts/e2e-finance-benchmark/cases/case-07-reit-rate-risk.txt b/scripts/e2e-finance-benchmark/cases/case-07-reit-rate-risk.txt index 6dfd754f..1a5bedf6 100644 --- a/scripts/e2e-finance-benchmark/cases/case-07-reit-rate-risk.txt +++ b/scripts/e2e-finance-benchmark/cases/case-07-reit-rate-risk.txt @@ -1,14 +1,14 @@ -请做“高利率环境下 REIT 投资筛选”任务（中文输出）。 +Perform a "REIT Investment Screening in a High-Rate Environment" task. -样本：VNQ、PLD、AMT、EQIX、O、SPG、PSA、DLR。 +Sample: VNQ, PLD, AMT, EQIX, O, SPG, PSA, DLR. -任务要求： -1. 整理最近三个完整财年的关键指标：FFO/AFFO 增速、杠杆、利息覆盖、债务到期结构、分红覆盖。 -2. 设计 2026 年三种利率情景（10Y 美债收益率 3.5% / 4.5% / 5.5%），分析估值压力与分红可持续性。 -3. 给出“持有/观察/回避”分类，并解释最关键的 2-3 个驱动因子。 -4. 生成 Excel（.xlsx）：`reit_raw`、`debt_profile`、`rate_scenarios`、`selection_result`。 -5. 生成 `reit_investment_note.md`。 -6. 生成 `sources.md`。 -7. 输出到：`~/Desktop/multica-fin-bench/case-07/`。 +Requirements: +1. Compile key metrics from the most recent three complete fiscal years: FFO/AFFO growth, leverage, interest coverage, debt maturity profile, and dividend coverage. +2. Design three 2026 interest rate scenarios (10Y Treasury yield at 3.5% / 4.5% / 5.5%) and analyze valuation pressure and dividend sustainability. +3. Classify each as "hold / watchlist / avoid" and explain the 2-3 most critical driving factors. +4. Generate an Excel file (.xlsx) with sheets: `reit_raw`, `debt_profile`, `rate_scenarios`, `selection_result`. +5. Generate `reit_investment_note.md`. +6. Generate `sources.md`. +7. Output to: `~/Desktop/multica-fin-bench/case-07/`. -执行要求：如果数据缺失，必须在表中显式标注 NA，不允许静默跳过。 +Execution requirements: If data is missing, it must be explicitly marked as NA in the tables; silent omission is not allowed. diff --git a/scripts/e2e-finance-benchmark/cases/case-08-earnings-quality-forensics.txt b/scripts/e2e-finance-benchmark/cases/case-08-earnings-quality-forensics.txt index ac6fc9bb..15c2f8b0 100644 --- a/scripts/e2e-finance-benchmark/cases/case-08-earnings-quality-forensics.txt +++ b/scripts/e2e-finance-benchmark/cases/case-08-earnings-quality-forensics.txt @@ -1,14 +1,14 @@ -请做“财报质量法证分析”（中文输出）。 +Perform an "Earnings Quality Forensic Analysis." -样本：AAPL、MSFT、GOOGL、AMZN、META、NVDA、TSLA、BRK.B、UNH、JPM。 -时间范围：2023-01-01 到 2025-12-31。 +Sample: AAPL, MSFT, GOOGL, AMZN, META, NVDA, TSLA, BRK.B, UNH, JPM. +Time range: 2023-01-01 to 2025-12-31. -任务要求： -1. 建立财报质量检查框架，至少包含：应计项目质量、经营现金流与净利润匹配度、股权激励稀释、回购与债务关系、一次性项目影响。 -2. 对每家公司给出 Red/Yellow/Green 评级，并给出可追踪的证据。 -3. 生成 Excel（.xlsx）：`quality_raw`、`forensic_flags`、`rating_summary`、`watchlist_2026`。 -4. 生成 `forensic_report.md`，总结最值得警惕的 5 个红旗。 -5. 生成 `sources.md`。 -6. 输出目录：`~/Desktop/multica-fin-bench/case-08/`。 +Requirements: +1. Establish an earnings quality inspection framework covering at minimum: accruals quality, operating cash flow to net income matching, stock-based compensation dilution, buyback-to-debt relationship, and one-time item impact. +2. Assign each company a Red / Yellow / Green rating with traceable supporting evidence. +3. Generate an Excel file (.xlsx) with sheets: `quality_raw`, `forensic_flags`, `rating_summary`, `watchlist_2026`. +4. Generate `forensic_report.md` summarizing the 5 most concerning red flags. +5. Generate `sources.md`. +6. Output directory: `~/Desktop/multica-fin-bench/case-08/`. -执行要求：必须在报告中明确“哪些结论是事实、哪些是推断”。 +Execution requirements: The report must clearly distinguish "which conclusions are factual vs. which are inferred." diff --git a/scripts/e2e-finance-benchmark/cases/case-09-post-earnings-drift-study.txt b/scripts/e2e-finance-benchmark/cases/case-09-post-earnings-drift-study.txt index 1fca7afc..d8445072 100644 --- a/scripts/e2e-finance-benchmark/cases/case-09-post-earnings-drift-study.txt +++ b/scripts/e2e-finance-benchmark/cases/case-09-post-earnings-drift-study.txt @@ -1,15 +1,15 @@ -请做“财报后漂移（PEAD）策略可行性研究”（中文输出）。 +Perform a "Post-Earnings Announcement Drift (PEAD) Strategy Feasibility Study." -研究区间：2023-01-01 到 2025-12-31。 -样本：请选取至少 30 只美股大中盘（给出选择标准）。 +Research period: 2023-01-01 to 2025-12-31. +Sample: Select at least 30 US large/mid-cap stocks (provide selection criteria). -任务要求： -1. 定义一个可执行的 PEAD 信号（例如财报后 1-3 天信息、盈利超预期代理变量或公告后动量代理变量），并说明局限性。 -2. 对样本进行分组比较（高信号/低信号），分析随后 1 个月与 3 个月表现差异。 -3. 加入基础风控规则（仓位上限、止损、行业暴露限制），评估策略在 2026 年是否值得小规模试运行。 -4. 生成 Excel（.xlsx）：`universe`、`signal_definition`、`group_performance`、`risk_controls`、`pilot_plan_2026`。 -5. 生成 `pead_study.md`（包含方法、结果、偏差来源、落地建议）。 -6. 生成 `sources.md`。 -7. 输出到：`~/Desktop/multica-fin-bench/case-09/`。 +Requirements: +1. Define an executable PEAD signal (e.g., post-earnings 1-3 day information, earnings surprise proxy, or post-announcement momentum proxy) and explain its limitations. +2. Group the sample (high signal / low signal) and analyze performance differences at 1-month and 3-month horizons. +3. Add basic risk controls (position limits, stop-loss, sector exposure limits) and evaluate whether the strategy warrants a small-scale pilot in 2026. +4. Generate an Excel file (.xlsx) with sheets: `universe`, `signal_definition`, `group_performance`, `risk_controls`, `pilot_plan_2026`. +5. Generate `pead_study.md` (covering methodology, results, sources of bias, and implementation recommendations). +6. Generate `sources.md`. +7. Output to: `~/Desktop/multica-fin-bench/case-09/`. -执行要求：必须给出“失败场景”与“停止试运行”的客观条件。 +Execution requirements: Must provide "failure scenarios" and objective conditions for "stopping the pilot." diff --git a/scripts/e2e-finance-benchmark/cases/case-10-investment-committee-pack.txt b/scripts/e2e-finance-benchmark/cases/case-10-investment-committee-pack.txt index fc816686..512a4d8c 100644 --- a/scripts/e2e-finance-benchmark/cases/case-10-investment-committee-pack.txt +++ b/scripts/e2e-finance-benchmark/cases/case-10-investment-committee-pack.txt @@ -1,13 +1,13 @@ -请制作“2026 年 Q2 投资委员会材料包”（中文输出）。 +Produce a "Q2 2026 Investment Committee Materials Pack." -目标：面向一个美元多资产组合，形成可直接开会使用的投委会文件。 +Objective: Create meeting-ready investment committee documents for a USD multi-asset portfolio. -任务要求： -1. 输出一个总览文件 `committee_pack.md`，结构至少包括：宏观判断、权益、利率、信用、商品、组合风险、执行清单。 -2. 输出一个 Excel（.xlsx）工作簿，至少包含：`macro_dashboard`、`equity_watchlist`、`rates_credit`、`commodity_view`、`portfolio_risk`、`action_tracker`。 -3. 在 `action_tracker` 中给出 2026 年 Q2 可执行动作，每条动作要有：触发条件、目标仓位变化、风控阈值、复盘时间点。 -4. 额外输出 `devil_advocate.md`，专门反驳你自己的核心投资观点，至少给 5 条反方论据。 -5. 额外输出 `sources.md`，列明关键数据来源与日期。 -6. 所有文件放到新目录：`~/Desktop/multica-fin-bench/case-10/`。 +Requirements: +1. Output a summary document `committee_pack.md` with at least the following sections: macro outlook, equities, rates, credit, commodities, portfolio risk, and action list. +2. Output an Excel workbook (.xlsx) with at least these sheets: `macro_dashboard`, `equity_watchlist`, `rates_credit`, `commodity_view`, `portfolio_risk`, `action_tracker`. +3. In `action_tracker`, provide actionable items for Q2 2026, each with: trigger condition, target position change, risk control threshold, and review date. +4. Additionally output `devil_advocate.md`, specifically rebutting your own core investment views with at least 5 counter-arguments. +5. Additionally output `sources.md` listing key data sources and dates. +6. Place all files in a new directory: `~/Desktop/multica-fin-bench/case-10/`. -执行要求：先列计划再执行；最后给“投委会 10 分钟口头汇报提纲”。 +Execution requirements: Plan first, then execute; conclude with a "10-minute oral briefing outline for the investment committee."