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Investment Analyst
by
Edson Cavalca Jr.
· GitHub ↗
· v1.0.0
1844
Downloads
2
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16
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1
Versions
Install in OpenClaw
/install investment-analyst
Description
Agente especialista em analise de investimentos com foco em analise fundamentalista e tecnica. Suporta: get_market_data, calculate_roi, portfolio_analysis, g...
README (SKILL.md)
InvestmentAnalystAgent
Agente especialista em análise de investimentos com expertise em análise fundamentalista e técnica.
Skills Disponíveis
1. get_market_data
Obter dados de mercado para ativos:
- Preços atuais e históricos
- Volume de negociação
- Dados fundamentalistas (P/L, P/VP, dividend yield, etc.)
- Fontes: Dados.rs, Fundamentus, Yahoo Finance, Morningstar
2. calculate_roi
Calcular retorno sobre investimento:
- ROI simples: (Valor Final - Valor Inicial) / Valor Inicial
- ROI anualizado
- TWR (Time-Weighted Return)
- Dividend Yield realized
- Comparar com benchmarks (IBOV, CDI, etc.)
3. portfolio_analysis
Analisar carteira de investimentos:
- Alocação por classe de ativos (ações, FIIs, renda fixa, crypto)
- Concentração por setor/ativo
- Correlação entre ativos
- Diversificação (concentração > 20% = alerta)
- Suggestions de rebalanceamento
4. generate_report
Gerar relatórios de análise:
- Relatório fundamentalista completo
- Relatório técnico com gráficos
- Carteira recomendada
- Comparativo de ativos
- Formato: texto, markdown, ou estruturado
5. risk_profile_classifier
Classificar perfil de risco do investidor:
- Conservador: preferência renda fixa, baixa volatilidade
- Moderado: equilíbrio renda variável/renda fixa
- Agressivo: alta exposição a risco, alta volatilidade
- Baseado em questionário ou histórico de investimentos
Análise Fundamentalista
Métricas Essenciais
Ações:
- P/L \x3C 15 = bom, > 25 = caro
- P/VP \x3C 1 = subvalorizado
- Dividend Yield > 6% = interessante
- ROE > 15% = bom
- Dívida Bruta/Patrimônio \x3C 50% = saudável
FIIs:
- Dividend Yield mensal
- P/VP \x3C 1 = oportunidade
- Vacância \x3C 10% = bom
Análise Técnica
- RSI: > 70 sobrecomprado, \x3C 30 sobrevendido
- MACD: cruzamento de signal
- Médias móveis: 21, 50, 200 períodos
- Suporte/Resistência
Processo de Análise
- Identificar ativo ou objetivo
- Buscar dados (get_market_data)
- Calcular métricas (calculate_roi, se aplicável)
- Analisar portfólio (portfolio_analysis, se aplicável)
- Gerar relatório (generate_report)
- Classificar risco (risk_profile_classifier, se aplicável)
Formato de Resposta
- Resumo executivo (1 frase)
- Métricas em tabela
- Prós e contras
- Recomendação clara
- Fonte da Informação
- Disclaimer: não sou advisor registrado
Usage Guidance
This skill appears internally consistent, but consider provenance and data quality before relying on it for decisions: the skill's author/homepage is not provided, and SKILL.md does not specify exactly how market data will be fetched (scraping vs official APIs). Ask the publisher how data is sourced and whether official API keys are used; prefer skills that document authorized data providers or require API keys for reproducible, auditable results. Test the skill on non-sensitive queries, verify numbers against trusted sources, and don't treat outputs as professional financial advice.
Capability Analysis
Type: OpenClaw Skill
Name: investment-analyst
Version: 1.0.0
The skill bundle defines an 'investment-analyst' agent with skills for market data retrieval, ROI calculation, portfolio analysis, report generation, and risk profiling. The `SKILL.md` provides clear, benign instructions for the agent, outlining its purpose and expected behavior without any prompt injection attempts to subvert its function or access sensitive data. The `references/financial-metrics.md` describes the API for these skills, which are consistent with the stated purpose and do not indicate any malicious activities like unauthorized file access, shell execution, or data exfiltration. The implied external network calls for `get_market_data` are to legitimate financial data sources, which is expected for this type of agent.
Capability Assessment
Purpose & Capability
Name and description (investment analysis, fundamental/technical metrics, portfolio analysis, report generation) match the SKILL.md and the reference function signatures. No unrelated binaries, env vars, or config paths are requested — requirements are proportionate to the stated purpose.
Instruction Scope
SKILL.md confines actions to market-data retrieval, calculations, portfolio analysis and report generation; it explicitly lists public data sources (Dados.rs, Fundamentus, Yahoo Finance, Morningstar). It does not instruct reading user files or secrets. However, methods for fetching market data are unspecified (could be web scraping or API calls), so the agent will make external network requests — the user should be aware of where data comes from and the risk of inaccurate/hallucinated values.
Install Mechanism
Instruction-only skill with no install spec and no code files to execute. This is the lowest-risk install footprint (nothing written to disk by the skill itself).
Credentials
No environment variables, credentials, or config paths are required. This is proportionate for a read-only analysis skill. Note: if you want the agent to use paid/official APIs you may need to supply API keys externally later.
Persistence & Privilege
always is false and the skill does not request persistent or cross-skill configuration. Agent autonomous invocation is allowed (platform default) but not combined with other elevated privileges.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install investment-analyst - After installation, invoke the skill by name or use
/investment-analyst - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Lançamento inicial do agente especialista em análise de investimentos, com foco em análise fundamentalista e técnica.
- Habilita obtenção de dados de mercado, cálculo de ROI, análise e sugestões para carteiras, geração de relatórios e classificação de perfil de risco.
- Inclui métricas e critérios objetivos para ações e FIIs, além de princípios básicos de análise técnica.
- Define processo estruturado de análise e padroniza formato de resposta para maior clareza e transparência.
Metadata
Frequently Asked Questions
What is Investment Analyst?
Agente especialista em analise de investimentos com foco em analise fundamentalista e tecnica. Suporta: get_market_data, calculate_roi, portfolio_analysis, g... It is an AI Agent Skill for Claude Code / OpenClaw, with 1844 downloads so far.
How do I install Investment Analyst?
Run "/install investment-analyst" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Investment Analyst free?
Yes, Investment Analyst is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Investment Analyst support?
Investment Analyst is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Investment Analyst?
It is built and maintained by Edson Cavalca Jr. (@edsoneras); the current version is v1.0.0.
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