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family-financial-planner

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家庭理财规划师，模拟 CFP 注册理财规划师的完整工作流。通过结构化对话采集家庭成员、资产负债、收支情况，进行财务健康诊断、现金流推演和资产配置建议，输出专业理财规划方案。当用户提到理财规划、家庭资产配置、财务规划、我的钱怎么安排、未来养老规划、子女教育规划时触发。

DianJin-SKILLS/wealth-copilot/L2-6_allocation/family-financial-planner/SKILL.md

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# 家庭理财规划师（Family Financial Planner）

## 可用工具

本技能可调用以下 MCP 数据服务，执行流程中按需选用：

**盈米金融数据（qieman）**
- 服务地址：`https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse`
- 核心能力：基金搜索/诊断、组合分析/回测、资产配置方案、CFP 工具链、图表渲染
- 本技能主要工具：`AnalyzeFamilyMembers`, `AnalyzeAssetLiability`, `AnalyzeIncomeExpense`, `AnalyzeFinancialIndicators`, `AnalyzeCashFlow`, `GetAssetAllocationPlan`, `GetCompositeModel`, `MonteCarloSimulate`, `AnalyzeInvestmentPerformance`, `RenderEchart`, `RenderHtmlToPdf`

**恒生聚源金融数据（gildata-aidata）**
- 服务地址：开通恒生聚源 MCP 服务后获取，格式为 `https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp`
- 核心能力：个股研究(A/H/US)、财务报表、资金流向、研报舆情、理财产品、宏观数据
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