llmquant-etfs

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This category routes ETF analysis tasks to holdings and exposure workflows.

该类别将ETF分析任务路由至持仓和敞口工作流。

Identify the ETF tickers, comparison universe, as-of date, and required output.
Select the closest workflow below.
Open only the selected workflow and required local resources.
Use LLMQuant Data for holdings, fund metadata, prices, and coverage notices.
Report holdings
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as_of_date
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, source, stale flags, unsupported tickers, and missing fields.

User intent	Workflow
Compare ETF holdings, overlap, concentration, and exposure.	`workflows/etf-overlap-report.md`

用户意图	工作流
对比ETF持仓、重叠度、集中度和敞口。	`workflows/etf-overlap-report.md`

Prefer LLMQuant Data when available. The workflows may need these data capabilities:

Look up ETF identity, issuer, category, expense ratio, market price, NAV, and coverage status.
Retrieve ETF holdings with weights, identifiers, sectors, countries, source, and holdings as-of date.
Compare ETF holdings overlap, top-name concentration, and exposure breakdowns.
Retrieve price history, fund-flow history, and sector exposure history when available.

Fallback:

If holdings coverage is unsupported, report the unsupported ticker and the ETF identifiers needed.
If LLMQuant Data or a compatible data MCP is unavailable, ask the user for issuer holdings files or holdings tables.
Do not approximate holdings from memory.

优先使用可用的LLMQuant Data。工作流可能需要以下数据能力：

fallback方案：