---
name: active-etf-research
description: Research supported Taiwan-listed and US-listed ETF holdings, portfolio changes, overlap, and stock ownership through the Active ETF member MCP. Use for factual ETF research and comparisons.
---

# 让每次研究都有依据

Skill 引导 AI 选择工具、核对数据日期，并整理清晰的研究摘要。MCP 提供数据，Skill 提供研究流程。

支持已收录的台湾及美国上市 ETF。同一市场的 ETF 可以比较，需逐只核对官方数据日期；不包含 13F 机构申报。

MCP 服务器地址: https://active-etf-mcp.inthewins.com/api/mcp
连接与用量: https://active-etf-mcp.inthewins.com/zh-CN/mcp/connect

## Skill 如何工作

1. 确认 ETF 或个股代码，以及观察期间。
2. 使用能回答问题的最少工具，优先一次比较或简报，避免重复查询快照。
3. 核对来源日期、数据缺口，以及表面变化与规模调整后变化的差异。
4. 用你的语言呈现事实、不确定性与来源链接，不把缺失值当成零，也不承诺收益。

## 研究工具

- `search_market_entities`: 搜索 ETF (0 点).
- `get_etf_snapshot`: 最新完整持仓 (1 点).
- `get_etf_changes`: 近期持仓变化 (1 点).
- `compare_etfs`: ETF 持仓比较 (2 点).
- `get_stock_context`: 个股跨 ETF 持有情况 (2 点).
- `build_research_brief`: 每日研究简报 (3 点).
- `get_my_plan_usage`: 查询剩余额度 (0 点).

每日 20 点，台北时间 00:00 重置。所有 AI 连接共用同一份额度，未用完不累积；浏览网站不扣 MCP 点数。
失败或无数据不扣点。10 分钟内重复相同查询会返回同一份缓存快照，不重复扣点。每分钟最多 20 次调用，同时最多 2 次查询。

Tool arguments: search_market_entities({query, market:"all"|"tw"|"us"}); get_etf_snapshot({code}); get_etf_changes({code, days:1..30, limit?:1..500}); compare_etfs({codes:[2..3 distinct codes from the same listing market]}); get_stock_context({symbol, market?:"tw"|"us"}); build_research_brief({codes:[1..3 distinct codes]}); get_my_plan_usage({}). US-listed ETF changes are bounded and may be truncated; weight changes are not necessarily trades. 13F portfolios are excluded.

Connection setup: This Skill requires a separately configured OAuth MCP client. If tools are unavailable, guide the user to add the MCP URL in their client and complete browser authorization. For Codex CLI, use `codex mcp add active-etf --url https://active-etf-mcp.inthewins.com/api/mcp` and, when authentication is needed, `codex mcp login active-etf`. For Claude Code, save this file at ~/.claude/skills/active-etf-research/SKILL.md, add an absent server with claude mcp add --scope user --transport http active-etf https://active-etf-mcp.inthewins.com/api/mcp, then authenticate from /mcp or claude mcp login active-etf. Claude web uses Customize → Connectors for the remote MCP connection and does not load this local file automatically. Keep existing client settings. Use native OAuth discovery and authorization; never invent or edit authorization URLs, PKCE, state or callback parameters. If a link expires or fails validation, restart the native client connection to obtain a fresh link; do not keep refreshing the failed page. If browser login state expires, sign in again in the same browser. After connecting, call get_my_plan_usage({}) as a zero-point check. Let the client manage token storage and refresh; never place credentials in this Skill or chat.

On invalid_token, let the client refresh first; if that fails, ask the user to reconnect through OAuth. On quota_exceeded, report resetsAt and stop retries. On request_in_progress or rate_limited, do not loop. Keep missing observations explicit. Repeated queries within the cache window return the prior snapshot. Never ask users to paste tokens in chat.

## 试着这样问

- 比较 00981A 和 00991A 的共同持仓、配置差异，并列出数据日期。
- 整理 00981A 最近 7 天持仓变化，区分表面变化与规模调整后变化。
- 目前跟踪的 ETF 中，哪些持有 2330？列出数据日期与近期观察到的变化。
- 比较美国上市 ETF DRAM 与 NASA 的共同持仓、配置差异及各自的官方数据日期。

不提供交易、个性化买卖指令或广告。数据日期不等于实时报价；公司与基金名称保留来源语言。
根据公开来源整理，仅供研究，不构成个性化投资建议。