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Fund Invest Advisor
by
BytesAgain2
· GitHub ↗
· v2.3.4
· MIT-0
1082
Downloads
2
Stars
7
Active Installs
13
Versions
Install in OpenClaw
/install fund-invest-advisor
Description
基金投资顾问。基金筛选、定投策略、资产配置、风险评估、收益计算、再平衡建议。Fund investment advisor with screening, DCA strategy, asset allocation, rebalancing. 基金理财、定投计划、投资组合、资产配置。Use when makin...
README (SKILL.md)
fund-advisor
基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。
Commands
All commands via scripts/fund.sh:
| Command | Usage | Description |
|---|---|---|
invest |
fund.sh invest "月定投额" "年化收益%" "定投年数" |
定投收益计算 |
dca |
fund.sh dca "月定投额" "年化收益%" "定投年数" |
定投计算器（同invest，含复利+真实年化） |
compare |
fund.sh compare "金额" "年数" "收益率1%,收益率2%,收益率3%" |
多收益率对比 |
allocate |
fund.sh allocate "保守|稳健|激进" "总金额" |
资产配置建议（三种方案详细配置+金额） |
rebalance |
fund.sh rebalance "股票50000,债券30000,货币20000" |
再平衡建议（偏离目标配置时提醒调整） |
types |
fund.sh types |
基金类型科普 |
strategy |
fund.sh strategy "风险偏好" |
定投策略建议（保守/稳健/积极） |
help |
fund.sh help |
显示帮助信息 |
Examples
# 每月定投2000元，年化8%，定投10年
bash scripts/fund.sh invest 2000 8 10
# 定投计算器（同invest）
bash scripts/fund.sh dca 3000 10 20
# 月投1000，10年，对比5%/8%/12%
bash scripts/fund.sh compare 1000 10 5,8,12
# 10万元稳健型资产配置
bash scripts/fund.sh allocate 稳健 100000
# 持仓再平衡分析
bash scripts/fund.sh rebalance "股票50000,债券30000,货币20000"
# 查看基金类型介绍
bash scripts/fund.sh types
# 获取稳健型策略建议
bash scripts/fund.sh strategy 稳健
Reference
- 参考文档:
tips.md— 基金投资实用指南（定投策略、资产配置、避坑指南）
Notes
- 收益为理论模拟，不代表实际投资收益
- 纯本地计算，无需联网
- Python 3.6+ 兼容
- ⚠️ 基金有风险，投资需谨慎
💬 Feedback & Feature Requests: https://bytesagain.com/feedback Powered by BytesAgain | bytesagain.com
Requirements
- bash 4+
- python3 (standard library only)
Usage Guidance
This skill appears to do what it claims: local fund calculations and a simple local portfolio CLI. Before installing/run: (1) Review the scripts yourself if you can — they are plain Bash/Python and readable. (2) Be aware the tool stores data under $XDG_DATA_HOME or $HOME/.local/share/fund-invest-advisor (portfolio.jsonl and history.log); if you care about privacy, inspect or move that directory and back it up. (3) There is no network access or secret exfiltration in the code, but the skill is not a substitute for professional financial advice — double-check calculations and assumptions before acting on them. (4) Note small packaging inconsistencies (two scripts, metadata homepage/source mismatch); these are not malicious but you may want the publisher/source verified if provenance matters.
Capability Analysis
Type: OpenClaw Skill
Name: fund-invest-advisor
Version: 2.3.4
The skill bundle provides a comprehensive set of financial calculation tools and a local portfolio manager for fund investments. The scripts (scripts/fund.sh and scripts/script.sh) implement standard financial formulas such as DCA, IRR, Sharpe Ratio, and Monte Carlo simulations using Python's standard library. There is no evidence of network access, data exfiltration, or malicious command execution; all operations are performed locally on user-provided data or within a local data directory (~/.local/share/fund-invest-advisor).
Capability Assessment
Purpose & Capability
The name/description (fund investment advisor) matches the included code and docs: both scripts implement calculators, allocation and rebalancing suggestions, tips, and a local portfolio store. Minor inconsistencies: registry metadata earlier showed no homepage/source while SKILL.md lists a homepage and GitHub source; and two scripts are present (scripts/fund.sh and scripts/script.sh) with overlapping but different CLIs — not harmful but a slight packaging inconsistency.
Instruction Scope
SKILL.md instructs the agent to run local scripts (scripts/fund.sh). The scripts perform only local computation, print guidance, and read/write portfolio files under a user data directory. The instructions do not reference or attempt to read unrelated system files, secrets, or network endpoints. They do create and use persistent local files for portfolio/history.
Install Mechanism
This is an instruction-only skill with included scripts (no install spec). No remote downloads or package installs are performed by the skill bundle itself, so there is no elevated install risk.
Credentials
The skill requires standard shells and Python (documented). It does not request environment variables or secrets. It optionally respects FUND_DIR / XDG_DATA_HOME / HOME to determine its data directory (expected for a CLI that stores data). No unrelated credentials or sensitive env vars are requested.
Persistence & Privilege
The scripts create and write to a data directory (default: $XDG_DATA_HOME or $HOME/.local/share/fund-invest-advisor), a portfolio JSONL file, and a history.log. This is a normal behavior for a local portfolio tool but does mean the skill will persist user data on disk. always:false (not force-included) and no elevated privileges are requested.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install fund-invest-advisor - After installation, invoke the skill by name or use
/fund-invest-advisor - Provide required inputs per the skill's parameter spec and get structured output
Version History
v2.3.4
v2.5 standard: Use-when desc, homepage, source, security fix
v2.3.3
yaml-fix+quality
v2.3.2
yaml-fix+quality
v2.3.1
Quality upgrade
v2.4.0
Major upgrade: custom commands and real functionality
v2.3.0
Quality fixes: removed third-party references, aligned docs with implementation
v2.2.0
Enhanced descriptions for better AI triggering
v1.0.2
Runtime fix
v1.0.1
Add runtime declaration + security compliance
v2.0.0
- Updated script path from scripts/fund.sh to fund.sh for all commands and usage examples.
- Removed the scripts/fund.sh file and added fund.sh at the root level.
v1.1.1
Brand: [email protected]
v1.1.0
Pain-point upgrade: new commands solving real user problems, tips.md reference doc.
v1.0.0
Initial release with Chinese SEO keywords.
Metadata
Frequently Asked Questions
What is Fund Invest Advisor?
基金投资顾问。基金筛选、定投策略、资产配置、风险评估、收益计算、再平衡建议。Fund investment advisor with screening, DCA strategy, asset allocation, rebalancing. 基金理财、定投计划、投资组合、资产配置。Use when makin... It is an AI Agent Skill for Claude Code / OpenClaw, with 1082 downloads so far.
How do I install Fund Invest Advisor?
Run "/install fund-invest-advisor" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Fund Invest Advisor free?
Yes, Fund Invest Advisor is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Fund Invest Advisor support?
Fund Invest Advisor is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Fund Invest Advisor?
It is built and maintained by BytesAgain2 (@ckchzh); the current version is v2.3.4.
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