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Install in OpenClaw
/install stockbuddy
Description
Multi-market stock analysis and portfolio execution assistant for CN, HK, and US equities. Provides technical + basic valuation analysis, portfolio review, a...
Usage Guidance
What to consider before installing: 1) Persistence: the tool stores portfolio, watchlist, K-line and cached analysis in ~/.stockbuddy/stockbuddy.db — review and backup or run it in an isolated environment if you don't want persistent files in your home directory. 2) Network access: the scripts fetch data from public finance endpoints (Tencent, EastMoney, Yahoo, SEC). If you require offline or audited endpoints, inspect the data-fetch code before use. 3) Dependency installation: install_deps.sh may modify your Python environment (uses pip and --break-system-packages); prefer using a virtualenv or container. 4) Documentation mismatch: SKILL.md says not to persist 'latest price' etc., but code writes last_price/quote_time to the DB — if that matters for your privacy/operational model, inspect/adjust the upsert_watchlist/ensure_watch_item flow. 5) No secret keys requested: the skill does not ask for API keys or other credentials. 6) If you plan to allow autonomous agent invocation, be aware the skill can run these scripts and access the DB; consider limiting autonomy or auditing runtime interactions. If you want higher assurance, run the code locally first and review network traffic and the DB contents before granting broader use.
Capability Analysis
Type: OpenClaw Skill
Name: stockbuddy
Version: 1.0.8
The 'stockbuddy' skill is a legitimate stock analysis and portfolio management tool for HK, CN, and US markets. It fetches financial data from reputable sources including Tencent Finance, Yahoo Finance, Eastmoney, Google News, and the SEC. The skill maintains a local SQLite database at ~/.stockbuddy/stockbuddy.db to store user-defined portfolios, accounts, and watchlists. Analysis of the Python scripts (analyze_stock.py, portfolio_manager.py, db.py) and the AI instructions (SKILL.md) reveals no evidence of data exfiltration, malicious execution, or prompt injection; all network and file operations are strictly aligned with the stated purpose of financial tracking and analysis.
Capability Assessment
Purpose & Capability
Name/description (multi-market analysis + portfolio execution) matches the included scripts: analyze_stock.py (data fetch + analysis), portfolio_manager.py (positions/accounts/rules), and db.py (SQLite persistence). The declared data sources (Tencent, Yahoo, EastMoney, SEC) align with code network calls.
Instruction Scope
SKILL.md instructs running the bundled scripts and to persist durable facts while computing live metrics at runtime. The code implements caching and stores watchlist/portfolio/kline data in ~/.stockbuddy/stockbuddy.db (including a last_price column). The README rule 'Do not write latest price, position weight, or unrealized P&L back into durable storage' appears in tension with code paths (portfolio_manager.ensure_watch_item / upsert_watchlist_item) that populate last_price/quote_time. This is an implementation vs documentation inconsistency rather than clear malicious behavior, but it affects expectations about what data is persisted.
Install Mechanism
There is no package manager install spec (lowest risk), but a bundled install_deps.sh will attempt pip3 installs (including --break-system-packages and --user fallbacks). Running that script will modify the Python environment if invoked; it's optional per SKILL.md (only run if dependencies missing) but you should review/execute it in a controlled environment (virtualenv/container) to avoid altering system Python packages.
Credentials
The skill does not request environment variables, external credentials, or secrets. All external interactions are with public finance data providers described in the docs. No unrelated service keys or system credentials are requested.
Persistence & Privilege
The skill persists data to an on-disk SQLite DB at ~/.stockbuddy/stockbuddy.db (watchlist, positions, kline, caches). This is expected for a portfolio tool but is persistent on the user's home directory. always is false and the skill does not request elevated OS privileges. If you prefer not to persist data globally, run in an isolated user or containerized environment or review/modify DB_PATH in db.py.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install stockbuddy - After installation, invoke the skill by name or use
/stockbuddy - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.8
Improve execution-aware guidance, position intake follow-ups, and cash-aware buy suggestions.
v1.0.7
Add account-aware execution constraints, durable-vs-derived data model, lot-size aware position management, and English SKILL.md docs.
v1.0.6
Refine decision-first templates, add atomic report composition, and support conservative/balanced/aggressive order styles with balanced as default.
v1.0.5
Added cached news, event, and buzz layers with SEC support and independent auxiliary caching
v1.0.4
Added resilient A-share quote and kline fallbacks plus report source metadata
v1.0.3
Refined skill guidance and improved IM-friendly report templates for Telegram-style delivery
v1.0.2
Remove stock code examples from references
v1.0.1
Refine markdown report templates
v1.0.0
Initial release: 多市场股票分析助手,支持A股、港股、美股的技术面和基本面分析
Metadata
Frequently Asked Questions
What is StockBuddy?
Multi-market stock analysis and portfolio execution assistant for CN, HK, and US equities. Provides technical + basic valuation analysis, portfolio review, a... It is an AI Agent Skill for Claude Code / OpenClaw, with 200 downloads so far.
How do I install StockBuddy?
Run "/install stockbuddy" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is StockBuddy free?
Yes, StockBuddy is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does StockBuddy support?
StockBuddy is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created StockBuddy?
It is built and maintained by Tacit Lab (@tacitlab); the current version is v1.0.8.
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