Opptrix — AI-driven global multi-market investment research workspace | Open-source LLM research assistant for China A-shares. 170+ MCP tools, factor screening, backtesting, watchlists, and Electron desktop. TypeScript · React · Fastify monorepo.
This repository also configures its own agents. See what Opptrix tells them →
Skill Claude Code
An educational Black–Litterman portfolio workflow that combines a market-based equilibrium starting point with stated investor views to illustrate possible returns and weights. Black–Litterman is a portfolio method for blending a neutral market estimate with opinions and their uncertainty.
Skill Claude Code
An educational CAPM workflow that estimates how a group of assets performed relative to a chosen market benchmark. CAPM is a model that separates market-linked return from an estimated residual return, often called alpha.
Skill Claude Code
A drawdown risk workflow for measuring how far a stock, ETF, or portfolio has fallen from a previous high. It explains whether defined reduction or trading-stop rules may have been reached, with attention to Chinese market limits.
Skill Claude Code
A batch screening workflow that checks a list of stocks or other assets for moving-average crossover conditions. A moving average smooths prices over time, and a crossover occurs when a faster average moves above or below a slower one.
Skill Claude Code
A statistical workflow for checking whether moves in one energy-related asset tend to come before moves in another. Lead-lag analysis measures timing relationships, not proof that one asset causes the other.
Skill Claude Code
An equal-weight portfolio workflow that assigns the same target share to every asset in a chosen list. The 1/N rule means dividing the portfolio equally among N holdings.
Skill Claude Code
A research workflow that uses an ETF’s holdings as a list of stocks or other assets to study. It treats the holdings and their weights as a research universe rather than analysing only the ETF itself.
Skill Claude Code
An ETF rotation workflow that compares the relative strength of several ETFs over chosen periods. ETFs are funds traded on an exchange, and rotation means shifting attention or allocation toward the stronger candidates.
Skill Claude Code
A workflow for studying Internal Bar Strength (IBS), a market indicator calculated from a price bar's close, high, and low. It applies a mean-reversion idea, where unusually weak or strong readings may be compared with later price movement.
Skill Claude Code
A workflow for comparing thematic ETF baskets, meaning groups of exchange-traded funds built around related industries or investment themes. It examines whether their holdings and exposures overlap.
Skill Claude Code
A guide to the layers of the QuantConnect LEAN Algorithm Framework: choosing investments, generating signals, setting portfolio weights, managing risk, and executing orders. It explains which workflow belongs to which layer.
Skill Claude Code
A historical study of price gaps, which happen when an asset opens above or below the previous session's range, and how often later prices fill those gaps. It is adapted for Chinese stocks and exchange-traded funds.
Skill Claude Code
An educational guide to common technical indicators, such as moving averages, RSI, and MACD, based on the QuantConnect LEAN algorithmic-trading framework and adapted for Chinese stocks and exchange-traded funds.
Skill Claude Code
An educational workflow explaining leveraged ETF decay: why a fund designed to multiply daily market moves can differ from the underlying asset over longer periods. It is adapted to the Chinese stock market and does not provide trading instructions.
Skill Claude Code
A trend-analysis workflow using two moving averages, such as a fast and a slow line. A crossover occurs when one line moves above or below the other and is often used as a delayed sign of a possible trend change.
Skill Claude Code
An exploratory workflow about how interest rates and economic growth may relate to Chinese property companies, public real-estate investment trusts, and related ETFs. A REIT is an investment vehicle that owns or finances income-producing real estate.
Skill Claude Code
A stock-ranking workflow inspired by the Magic Formula, which combines business quality with cheapness using financial measures. It maps those ideas to available Chinese-market data and produces a list of long-side candidates.
Skill Claude Code
A portfolio-allocation workflow based on the mean-variance idea, a method that balances expected return against risk across several investments. It uses explicit assumptions and is adapted for Chinese stocks and exchange-traded funds.
Skill Claude Code
A finance research workflow that tests combinations of strategy or signal settings in a grid. It summarizes how results vary across settings, without claiming to be a complete trading-engine backtest.
Skill Claude Code
A finance research workflow that measures Pearson correlation between price or return series and finds pairs or groups that moved together. Correlation shows co-movement; it does not prove that prices will converge or that the assets are cointegrated.
Skill Claude Code
A stock-screening workflow that approximates a large, liquid investment universe using measures such as trading value, size, and financial fields. It is inspired by QC500-style rules, but it does not produce the official QuantConnect QC500 list.
Skill Claude Code
A finance research workflow that ranks stocks or exchange-traded funds by their returns over a chosen past period. Momentum means that assets which recently performed relatively well may continue to do so, though this is only an interpretation.
Skill Claude Code
A portfolio-allocation workflow that assigns weights so different assets contribute similar amounts of risk. Risk contribution is an estimate of how much each holding adds to the portfolio’s overall volatility.
Skill Claude Code
A finance research workflow that reads the Relative Strength Index, or RSI, to identify unusually strong or weak recent price moves. RSI is a bounded indicator often used to discuss overbought, oversold, and possible movement back toward typical levels.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: