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tingdall

portfolio management

by weqwhdiowa · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ Security Clean
503
Downloads
0
Stars
2
Active Installs
1
Versions
Install in OpenClaw
/install portfolio-management
Description
分析用户持仓截图中的股票和ETF,从技术面、资金面、基本面三个维度进行深度分析,给出明确的持仓建议和新标的推荐。覆盖A股、港股、ETF/基金市场。当用户提及持仓分析、股票分析、投资建议、仓位管理、盘前分析、盘后复盘或上传持仓截图时使用。
Usage Guidance
What to consider before installing: - Privacy of screenshots: the skill requires uploading holding screenshots (costs, quantities, positions). Only upload images you are comfortable sharing and remove unrelated sensitive data (account numbers, full statements). - No credentials requested: good—do not provide brokerage/API credentials; the skill operates from public data searches. - Mandatory recommendations: the skill always produces new-asset recommendations during post-close reviews; expect frequent suggestions even if you have no spare cash. If you prefer fewer recommendations, check whether you can configure or decline them when invoking the skill. - Data sourcing: the skill enforces multi-source validation (good), but verify which sources the agent actually uses (platform's WebSearch implementation) and confirm you trust those sources. - Not professional advice: the skill includes disclaimers but outputs trading suggestions — treat them as informational and confirm with your own due diligence or a licensed advisor. - When to escalate: if future versions add network endpoints, require API keys, install scripts, or request filesystem or system credential access, stop and reassess; those would be red flags. Overall, the skill is internally consistent with its stated purpose, but treat uploaded screenshots as sensitive and review recommended assets carefully before acting.
Capability Analysis
Type: OpenClaw Skill Name: portfolio-management Version: 1.0.0 The 'portfolio-management' skill bundle is a comprehensive financial analysis tool designed to help users manage A-share, HK stock, and ETF portfolios. It provides structured instructions for an AI agent to perform technical, fundamental, and capital flow analysis based on user-provided screenshots and web searches. The bundle includes rigorous data verification protocols (data-verification-guide.md) to ensure accuracy and detailed scoring systems for stock screening (stock-screening-guide.md). There is no evidence of malicious intent, data exfiltration, or unauthorized command execution; all instructions are strictly aligned with the stated purpose of investment advisory.
Capability Assessment
Purpose & Capability
The name and description (stock/ETF holdings analysis across A/H/ETF markets) match the instructions: extracting holdings from screenshots (Read tool), performing web searches for technical/flow/fundamental data, and producing structured reports and recommendations. No unrelated binaries, credentials, or config paths are requested.
Instruction Scope
Instructions are detailed and remain within the declared purpose (reading uploaded screenshots, multi-source web searches, data validation, structured per-position analysis, and mandatory new-asset recommendations). Note: the skill mandates recommending new markeds on every post-close run (Step 5 is '强制要求'), which is a design choice that could cause frequent unsolicited recommendations — this is consistent with the stated goal but users should be aware. The instructions also require using a 'Read' tool to extract potentially sensitive screenshot data; that behavior is expected but privacy-sensitive.
Install Mechanism
Instruction-only skill with no install specification and no code files. This minimizes disk-write and arbitrary code risks.
Credentials
The skill declares no environment variables, no credentials, and no external config paths. The runtime instructions do not ask for API keys or other secrets. All external interactions are via web searches and public data sources, which aligns with the stated functionality.
Persistence & Privilege
always:false (not force-included). The skill relies on normal model invocation and user uploads; it does not request persistent system privileges or modify other skills. Autonomous invocation defaults are unchanged and not concerning here.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install portfolio-management
  3. After installation, invoke the skill by name or use /portfolio-management
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Help investors to analysis the stocks and ETF portfolio by the technical analysis, capital flow analysis, and fundamental analysis, give the advice, and suggest new stocks and ETFs
Metadata
Slug portfolio-management
Version 1.0.0
License MIT-0
All-time Installs 2
Active Installs 2
Total Versions 1
Frequently Asked Questions

What is portfolio management?

分析用户持仓截图中的股票和ETF,从技术面、资金面、基本面三个维度进行深度分析,给出明确的持仓建议和新标的推荐。覆盖A股、港股、ETF/基金市场。当用户提及持仓分析、股票分析、投资建议、仓位管理、盘前分析、盘后复盘或上传持仓截图时使用。 It is an AI Agent Skill for Claude Code / OpenClaw, with 503 downloads so far.

How do I install portfolio management?

Run "/install portfolio-management" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is portfolio management free?

Yes, portfolio management is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does portfolio management support?

portfolio management is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created portfolio management?

It is built and maintained by weqwhdiowa (@tingdall); the current version is v1.0.0.

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