@danpian1

kelly-criterion implements the kelly formula for position sizing in stock trading, calculating optimal bet fractions given win probability and odds. lacks executable procedures, error handling, and concrete failure mode recovery.

sector-rotation maps economic cycles to industry outperformance using the meucci clock, capital flow tracking, and leadership momentum signals to time rotations across chinese equities.

macro-analysis provides a framework for interpreting chinese economic indicators (gdp, cpi, pmi, m2, policy signals) to predict equity market direction and asset allocation timing. activation triggers are specific and well-defined but procedural substance is missing.

chip-distribution analyzes cost distribution and concentration from east money cyq data to identify accumulation, distribution, and support/resistance zones. activates on chip-related trading queries.

资金流分析 — 追踪主力资金、超级资金、大单净流入/流出，结合价格行为判断机构意图。当用户说「资金流」「主力资金」「大单净流入」「超级资金」「机构建仓」时激活。