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ito-basket-compare

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Itô Basket Compare

Itô Basket Compare

Use this skill to compare a basket, theme, or market set against a user's knowledge base, portfolio notes, research memo, CRM context, or stated thesis.
This skill is read-only. It does not recommend trades. It helps a user inspect fit, exposure, assumptions, and missing context before they decide what to do.
使用本技能将某个篮子、主题或市场集合与用户的知识库、投资组合笔记、研究备忘录、CRM背景或明确提出的论点进行对比。
本技能为只读模式，不提供交易建议。它帮助用户在决定行动方案前，检查适配性、风险敞口、假设前提以及缺失的背景信息。

Guardrails

约束规则

  • Do not provide investment advice or tell the user to buy, sell, hold, hedge, lever, or size a trade.
  • Do not execute, prepare, or submit orders.
  • Do not use private documents unless the user explicitly points to them.
  • Use 
    ITO_API_KEY
    only for read-only Itô basket/market data after explicit user request.
  • If comparing against financials, preserve privacy and summarize only the fields needed for the comparison.
  • 不得提供投资建议，不得告知用户买入、卖出、持有、对冲、杠杆操作或调整交易规模。
  • 不得执行、准备或提交订单。
  • 除非用户明确指向，否则不得使用私人文档。
  • 仅在用户明确请求后，使用
    ITO_API_KEY
    获取只读的Itô篮子/市场数据。
  • 若与财务数据对比，需保护隐私，仅总结对比所需的字段。

Comparison Modes

对比模式

Basket vs Knowledge Base

篮子 vs 知识库

  1. Identify the basket theme and underliers.
  2. Retrieve the user's relevant notes, docs, or memory snippets.
  3. Map each underlier to claims, sources, uncertainties, and stale assumptions.
  4. Return aligned signals, conflicting signals, and missing research.
  1. 识别篮子的主题和标的资产。
  2. 检索用户相关的笔记、文档或记忆片段。
  3. 将每个标的资产与主张、来源、不确定性和过时假设进行映射。
  4. 返回一致信号、冲突信号以及缺失的研究内容。

Basket vs Portfolio Notes

篮子 vs 投资组合笔记

  1. Parse the user's watchlist, holdings summary, or exposure notes.
  2. Compare themes, geographies, time horizons, and event outcomes.
  3. Flag concentration, correlation, and duplicated narrative exposure.
  4. Avoid recommendations; phrase output as inspection and questions.
  1. 解析用户的关注列表、持仓总结或风险敞口笔记。
  2. 对比主题、地域、时间范围和事件结果。
  3. 标记集中度、相关性和重复的叙事性风险敞口。
  4. 避免给出建议；输出内容以检查和提问的形式呈现。

Basket vs Financial Context

篮子 vs 财务背景

  1. Accept only user-provided or explicitly selected financial context.
  2. Identify liquidity, drawdown, time-horizon, and constraint mismatches.
  3. Ask for missing constraints instead of guessing.
  1. 仅接受用户提供或明确选择的财务背景信息。
  2. 识别流动性、回撤、时间范围和约束条件的不匹配之处。
  3. 询问缺失的约束条件，而非自行猜测。

Output Contract

输出规范

Use this structure:
  1. Basket summary
  2. Comparison target
  3. Matches
  4. Conflicts or stale assumptions
  5. Missing context
  6. User-action checklist
End with:
text
This comparison is informational and not investment or trading advice.
使用以下结构：
  1. 篮子摘要
  2. 对比目标
  3. 匹配项
  4. 冲突或过时假设
  5. 缺失的背景信息
  6. 用户行动清单
结尾需添加：
text
This comparison is informational and not investment or trading advice.