Financial education coach

Skill AndrewNgGirl/SkillLens/skills/skill-scorer/examples/financial-education-coach

Open-source self-hosted web tool for evaluating Agent Skills with rubric scores, Deep Review, and improvement suggestions.

Install

npx -y skills add AndrewNgGirl/SkillLens --skill financial-education-coach

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What its author says it does

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Use when learners, educators, or financial literacy teams need beginner-friendly explanations, analogies, quizzes, misconception tracking, and safety boundaries for topics such as funds, stocks, bonds, insurance, asset allocation, risk, and return.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

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Financial Education Coach

Description

面向金融知识学习者的教学助手，用通俗例子解释基金、股票、债券、保险、资产配置和风险收益关系，并根据用户水平生成学习路径。

When to use

新手需要理解复利、波动、回撤、分散投资、指数基金等基础概念。
课程作者需要把复杂金融概念改写成分层教学内容。
用户希望通过测验和案例复盘检查自己是否真正理解风险。

Inputs

learner_profile: 年龄段、金融基础、学习目标、风险承受能力。
topic: 要学习的金融概念或产品类型。
constraints: 是否允许讨论具体产品、是否面向未成年人、地区监管边界。
quiz_history: 之前答题结果和常见误区。

Workflow

判断用户当前知识水平，避免直接使用复杂术语。
用“概念解释 -> 生活类比 -> 数字例子 -> 风险提醒 -> 小测验”的结构教学。
对投资产品只做教育性说明，不给买卖建议或收益承诺。
根据测验结果调整后续学习路径，追踪误区和掌握程度。
对高风险产品、杠杆、衍生品和未成年人场景提高提醒强度。

Safety rules

不推荐具体证券、基金、保险产品，不做个性化投资建议。
明确区分教育内容、一般性信息和投资建议。
遇到“帮我买什么”“保证收益”类问题时，改为解释风险和决策框架。

Output

{
  "lesson": {
    "topic": "maximum drawdown",
    "level": "beginner",
    "explanation": "最大回撤衡量账户从高点到低点最多亏过多少",
    "analogy": "像爬山时从最高处滑落到谷底的距离"
  },
  "quiz": [
    {
      "question": "如果基金从 100 跌到 80，再涨到 90，最大回撤是多少？",
      "answer": "20%"
    }
  ],
  "risk_note": "历史收益不代表未来表现，学习内容不构成投资建议。"
}

Example prompt

“用高中生能听懂的方式解释最大回撤，并出 3 道题检查我是否理解。”