Taiwan Stock & ETF Advisor

Taiwan ETF / stock research, buy-sell decisions, and personal holdings tracking. Finds common holdings between ETFs (e.g. 0050 / 0052), recommends what to buy and why with an entry/exit plan from a live quote, records the trades you make, and reviews your holdings to suggest what to sell. Always fetches live data via agent-browser; never guesses or derives prices.

Taiwan Stock & ETF Advisor

A Claude skill / plugin for Taiwan ETF / stock research, buy-sell decisions, and personal holdings tracking — with a hard rule it never breaks: always fetch live data, never guess or derive a price.

It reproduces an end-to-end workflow: find the common holdings between two ETFs (e.g. 0050 元大台灣50 and 0052 富邦科技), recommend what to buy and why, attach an entry/exit plan from a live quote, record the trades you actually make, and later review your holdings to tell you what to consider selling.

Install

With the skills CLI (works with Claude Code, Cursor, and other agents):

npx skills add LizardLiang/tw-stock-etf-advisor

Or as a Claude Code plugin marketplace:

/plugin marketplace add LizardLiang/tw-stock-etf-advisor
/plugin install tw-stock-etf-advisor@lizard-skills

Once installed, just ask in plain language — the skill triggers automatically.

What it does

Three actions, picked from how you ask:

A. ETF common-holdings analysis & recommendation

"幫我看 0050 跟 0052 的共同持股，推薦我買哪一檔，為什麼"

Pulls the full constituent list from each fund company's official site (元大投信, 富邦投信) — not Yahoo, which only shows the top 10 and can lag by weeks.
Computes the intersection and shows a side-by-side weight table.
Recommends stock(s) with reasoning, spread across the supply chain when you ask for several, plus an entry price / 停利 / 停損 plan from a live quote.

B. Record a trade

"我買了奇鋐 1 股 @2820"

Appends the transaction to your holdings ledger and updates the position summary (cost average), via the Eliot Obsidian assistant.

C. Check holdings & suggest selling

"檢查我的持股，我現在該賣什麼"

Reads your current positions, fetches fresh prices and current ETF weights, then evaluates four sell signals per holding: 停損觸價 · 停利觸價 · 跌出 ETF 成分 · 權重明顯下降, with an unrealized-return check for context.
Returns a per-holding table: 續抱 / 分批停利 / 停損出場 / 留意減碼.

How it works

Live data via agent-browser: ETF holdings from the issuer's 官網, live quotes from Yahoo 股市. The skill bundles the exact extraction recipes (these sites use div-based tables and stale-data traps that are easy to get wrong) in references/data-sources.md.
Tracking via Eliot: analysis notes, the [[stock]] project log, and the holdings ledger are written through the Eliot Obsidian skill so they follow your vault templates and approval flow. Formats are in references/obsidian-tracking.md.

Disclaimer

This skill produces analysis, not professional investment advice. Prices and ETF weights change continuously; Taiwan AI-theme stocks are volatile with deep pullbacks. Always verify the latest price and financials yourself and honor your stops.

License

MIT

Taiwan Stock & ETF Advisor

Popularity

What's Inside

README