可转债交易方案:把 A 股转债策略落到选券、仓位与风控

介绍 community 来源的「可转债交易方案」Skill(@user_256d1ea7/kezhuangzhi,v1.0.0)。它覆盖双低、下修博弈、折价套利、强赎博弈、低价纯债、高弹性成长六大策略,并提供市场数据获取、选券筛选、仓位管理、风控体系四个环节。文章说明其定位、核心能力、按坐标引用方式、触发场景与注意事项,指出策略参数与数据源需自行补齐,并以官方地址为准,不采用与官方页面冲突的热度数值。

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可转债分析技能:把 A 股转债估值与条款博弈写进 Agent 工作流

可转债分析技能是 SkillHub 社区 Skill @user_75cb66f4/convertible-bond(v1.0.0,professional),将 A 股转债的转股、纯债、期权三维估值,以及下修、强赎、回售博弈、双低与轮动选债思路写入 SKILL.md 框架,requires_api_key=false。文章说明其定位与核心能力,并给出按 skillhub.cn 安装文档使用 skillhub install 装入 Cursor、Claude Code、Codex 等 skills 目录的步骤,以及启用后的典型对话用法与合规注意。

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可转债投资导航图:把兰色体系装进 Agent Skill

可转债投资导航图是 SkillHub 上基于兰色可转债投资书籍提炼的 professional 类 Skill(v5.5.2,@user_e2ff9e78/cn-investment-navigation-map),涵盖三线复式投资法、安全弹性双原则、分散持仓、两个价值锚点、打新策略及下修与强赎等触发场景,哲学为保本第一。本文说明其定位与核心能力,并给出按 skillhub.cn 安装文档使用 CLI 安装到 Cursor、Claude Code、Codex 等 skills 目录的步骤,以及典型提问方式与合规注意。无需 API Key。

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dsh-cn-fixedincome-mcp: Local-First Analysis Engine for Convertible Bonds/Bonds

helibeiqi/dsh-cn-fixedincome-mcp is a zero-dependency Node ESM MCP plugin for DeepSeek Harness (DSH), focused on local computation of fixed-income data. It does not rely on external APIs, and its core capability is to quickly derive metrics from locally provided terms. The plugin provides valuation and strategy indicators such as convertible premium, YTM, and duration, as well as risk assessments for events such as downward revision dynamics and forced redemption. Through tools such as `cb_analytics` and `cb_screen`, it supports batch screening and in-depth analysis of local seed data. This plugin implements an offline, key-free quantitative investment research solution and is open-sourced under the MIT license.

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