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Portfolio
by
bytesagain1
· GitHub ↗
· v3.4.2
· MIT-0
422
Downloads
0
Stars
3
Active Installs
16
Versions
Install in OpenClaw
/install portfolio
Description
Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice.
Usage Guidance
This skill appears to do exactly what it says: a local portfolio manager that writes/reads ~/.portfolio/holdings.json and transactions.json and uses python3 (standard library). Before installing or running: (1) inspect the script (already included) and confirm you are comfortable with data being stored unencrypted in ~/.portfolio; (2) back up or move any existing ~/.portfolio files to avoid accidental overwrite; (3) note the small feature mismatch (analyze --by sector is documented but not implemented); and (4) if you plan to store sensitive financial records, consider filesystem permissions or encryption for the data directory. If you want absolute isolation, run the script in a container or limited user account.
Capability Analysis
Type: OpenClaw Skill
Name: portfolio
Version: 3.4.2
The portfolio skill bundle is a local investment tracker that manages holdings and transactions in JSON files within the user's home directory (~/.portfolio/). It uses bash and embedded Python (standard library only) to perform calculations and data management without any network access or external dependencies. The code logic in scripts/script.sh and the instructions in SKILL.md are consistent with the stated purpose and show no signs of malicious intent or data exfiltration.
Capability Assessment
Purpose & Capability
The name/description (portfolio manager) aligns with the included script and SKILL.md: commands for add/remove/list/analyze/rebalance/performance are implemented. Minor mismatch: SKILL.md documents an analyze --by ticker|sector flag, but the script's analyze implementation always aggregates by ticker (sector grouping is not implemented). Otherwise the capabilities requested are proportional to the stated purpose.
Instruction Scope
Runtime instructions and the script operate only on local files in ~/.portfolio (holdings.json and transactions.json) and print to stdout. The SKILL.md claims no external API calls and the script does not perform network I/O or attempt to read unrelated system files or credentials.
Install Mechanism
No install spec is provided (instruction-only packaging) and the shipped script is executed locally. There are no downloads or third-party package installs; risk from install mechanism is low.
Credentials
The skill declares no required environment variables or credentials. At runtime it uses HOME for the default data directory and passes its own variables into embedded Python blocks — there are no requests for secrets or unrelated credentials.
Persistence & Privilege
always:false and model invocation is normal. The skill persists only its own data to ~/.portfolio and does not modify other skills, system configs, or request elevated privileges.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install portfolio - After installation, invoke the skill by name or use
/portfolio - Provide required inputs per the skill's parameter spec and get structured output
Version History
v3.4.2
update
v3.4.1
v2.5 standard: Use-when desc, homepage, source, security fix
v3.4.0
manual
v3.3.0
Major rewrite: domain-specific commands, Use-when description, security fixes, dependency declarations
v1.0.7
manual
v3.2.0
Concise description (no truncation), add homepage+source metadata
v3.1.0
Security fix: safe env-var Python invocation; add Requirements section; fix description format
v3.0.1
Fix: add Requirements, fix description
v3.0.0
Major rewrite: domain-specific commands
v1.0.6
yaml-fix+quality
v1.0.5
yaml-fix+quality
v1.0.4
Quality upgrade
v1.0.3
Quality upgrade: custom functionality
v1.0.2
De-template, unique content, script cleanup
v1.0.1
Quality fix: cleaner docs, removed flags
v1.0.0
Initial release
Metadata
Frequently Asked Questions
What is Portfolio?
Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice. It is an AI Agent Skill for Claude Code / OpenClaw, with 422 downloads so far.
How do I install Portfolio?
Run "/install portfolio" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Portfolio free?
Yes, Portfolio is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Portfolio support?
Portfolio is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Portfolio?
It is built and maintained by bytesagain1 (@bytesagain1); the current version is v3.4.2.
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