← Back to Skills Marketplace
智能投资研究工作流
by
zlszhonglongshen
· GitHub ↗
· v1.0.0
· MIT-0
53
Downloads
0
Stars
0
Active Installs
1
Versions
Install in OpenClaw
/install smart-investor-research-workflow
Description
智能投资研究工作流 — 多源研报 + 情绪分析 + 风险计算 + PDF报告生成
README (SKILL.md)
Smart Investor Research Workflow
智能投资研究工作流
功能概述
将 zcx-research-assistant（多源研究）、zcx-sentiment-analyzer（市场情绪分析）、zcx-portfolio-risk-manager（投资组合风险管理）、zcx-pdf-report-generator（PDF报告生成）四个技能串联，形成完整的投资研究闭环工作流。
适用于：投资经理、分析师、基金研究员、个人投资者进行系统化投资研究。
工作流程
用户输入投资标的/行业主题
│
▼
┌─────────────────────────┐
│ zcx-research-assistant │ 多源研究 + 交叉验证 → 结构化研报
└────────┬────────────────┘
│
▼
┌─────────────────────────┐
│ zcx-sentiment-analyzer │ 新闻/社交媒体情绪 → 多空信号 + 情绪评分
└────────┬────────────────┘
│
▼
┌─────────────────────────┐
│ zcx-portfolio-risk-manager│ VaR/夏普比/最大回撤 → 风险指标 + 仓位建议
└────────┬────────────────┘
│
▼
┌─────────────────────────┐
│ zcx-pdf-report-generator│ Markdown → 专业格式 PDF 投资报告
└─────────────────────────┘
核心 Skill 协作说明
Step 1 — zcx-research-assistant（多源研究）
- 输入：投资标的名称或行业主题
- 输出：SWOT、竞品分析或行业简报，包含完整信息来源引用
- 支持交叉验证，自动标注信息来源可信度
Step 2 — zcx-sentiment-analyzer（情绪分析）
- 输入：Step 1 研报中提到的相关新闻源、社交媒体关键词
- 输出：看涨/看跌信号、关键词趋势、情绪评分（0-100）
- 辅助判断市场共识与潜在拐点
Step 3 — zcx-portfolio-risk-manager（风险管理）
- 输入：标的代码/名称 + 模拟仓位权重
- 输出：VaR（风险价值）、夏普比率、最大回撤、相关性矩阵、仓位建议
- 结合情绪分析结果，给出动态调整建议
Step 4 — zcx-pdf-report-generator（PDF报告生成）
- 输入：前三步输出的完整 Markdown 报告内容
- 输出：A4 专业格式 PDF，支持中文字体，含页眉页脚和页码
- 交付物：可直接分享给客户/上级的正式投资报告
使用方法
在 OpenClaw 对话中触发：
帮我完成 [标的/行业] 的投资研究，输出完整 PDF 报告
系统将依次执行：
- 联网抓取多源研报信息
- 分析市场情绪与关键驱动因素
- 计算风险指标并给出仓位建议
- 生成并提供 PDF 报告下载链接
示例场景
场景：研究新能源汽车行业发展
- Step 1：zcx-research-assistant 抓取政策、销量、竞争格局数据
- Step 2：zcx-sentiment-analyzer 分析微博/新闻/研报情绪倾向
- Step 3：zcx-portfolio-risk-manager 给出模拟组合的夏普比和 VaR
- Step 4：zcx-pdf-report-generator 汇总成 10 页专业 PDF 报告
场景：个股尽调（宁德时代）
- Step 1：zcx-research-assistant 收集公司财报、竞争对手、行业定位
- Step 2：zcx-sentiment-analyzer 分析机构评级、分析师推荐、社交媒体情绪
- Step 3：zcx-portfolio-risk-manager 计算持仓风险（假设 10% 仓位）
- Step 4：输出 PDF 尽调报告
依赖 Skill 列表
| Skill | 版本 | 用途 |
|---|---|---|
| zcx-research-assistant | ≥1.0.2 | 多源信息收集与结构化 |
| zcx-sentiment-analyzer | ≥1.0.1 | 市场情绪提取与评分 |
| zcx-portfolio-risk-manager | ≥1.0.3 | 风险指标计算 |
| zcx-pdf-report-generator | ≥1.0.0 | PDF 报告渲染与导出 |
注意事项
- 本工作流为 分析辅助工具，不构成投资建议
- PDF 报告字体渲染依赖系统中文字体支持（pdfkit）
- 情绪分析数据来源于公开新闻源，可能存在滞后性
- 风险计算基于模拟参数，实际交易需自行调整
Usage Guidance
Install only if you want a full investment-research workflow that may query external public sources, pass results between dependent skills, calculate simulated risk metrics, and generate a downloadable PDF. Treat the output as research support, not financial advice, and avoid including confidential portfolio details unless you understand how the PDF link and generated files are stored and shared.
Capability Assessment
Purpose & Capability
The stated purpose and capabilities are coherent: it orchestrates research, sentiment analysis, portfolio risk metrics, and PDF report generation for investment research, and it includes a financial-risk disclaimer.
Instruction Scope
The trigger terms are somewhat broad for finance and market-research prompts, so users should make sure they intend to run the full multi-step workflow before generating a report.
Install Mechanism
The artifact contains only README.md, SKILL.md, and workflow.json; metadata and scans show no executable scripts, package installs, or static-scan findings.
Credentials
Network research, downstream skill use, and PDF generation are expected for this workflow and are described, but the artifacts do not specify PDF storage, retention, or link-access details.
Persistence & Privilege
No persistence mechanism, credential handling, account access, trading authority, destructive action, or background worker behavior is present in the inspected artifacts.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install smart-investor-research-workflow - After installation, invoke the skill by name or use
/smart-investor-research-workflow - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Smart Investor Research Workflow v1.0.0 — Initial Release
- Integrates four key skills: multi-source research, sentiment analysis, risk assessment, and automated PDF report generation.
- Provides a seamless, end-to-end workflow for investment research—suitable for asset managers, analysts, and individual investors.
- Supports structured research reporting, sentiment scoring from news/social media, dynamic portfolio risk metrics, and professional PDF output.
- Simple trigger: enter a target or sector, receive a full research PDF report.
- Designed to streamline due diligence and market research with clear, actionable outputs.
Metadata
Frequently Asked Questions
What is 智能投资研究工作流?
智能投资研究工作流 — 多源研报 + 情绪分析 + 风险计算 + PDF报告生成. It is an AI Agent Skill for Claude Code / OpenClaw, with 53 downloads so far.
How do I install 智能投资研究工作流?
Run "/install smart-investor-research-workflow" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is 智能投资研究工作流 free?
Yes, 智能投资研究工作流 is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does 智能投资研究工作流 support?
智能投资研究工作流 is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created 智能投资研究工作流?
It is built and maintained by zlszhonglongshen (@zlszhonglongshen); the current version is v1.0.0.
More Skills