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Install in OpenClaw
/install wealth-manager
Description
财富管理四阶段系统：财富积累(裂变获客/微利高频) → 财富增值(翻倍周期引擎) → 财富保全(离岸信托/家族办公室/大额保险/离岸架构/黄金实物/第二护照) → 财富传承(慈善基金会/家族信托/遗嘱公证/家族宪法/第二代身份规划)。覆盖金融交易(价格运动三大定律)、风控纪律(数学三角K/P/L)、人生战略(三种...
Capability Tags
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install wealth-manager - After installation, invoke the skill by name or use
/wealth-manager - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.1
Changelog for wealth-manager v1.0.1:
- 新增详细文档 references/财富管理四阶段系统详解.md，系统性阐述“四阶段”全流程要点和案例。
- 新增交互式计算器 scripts/accumulation-calculator.html，用于模拟裂变积累逻辑和结果。
- 技能主文档（SKILL.md）重构，更聚焦阶段架构、支撑体系及使用流程，并引用外部详细文档与工具。
- 触发主题/描述扩展，涵盖离岸信托、家族办公室、慈善基金会、保险规划、资产保全、税务筹划等。
v1.0.0
Wealth-manager skill version 1.0.0 introduces a comprehensive four-stage global wealth management framework.
- Covers full wealth lifecycle: accumulation, growth, preservation, and inheritance.
- Integrates financial trading principles, risk management discipline, and lifelong strategy models.
- Provides practical tools and allocation suggestions for each stage, including global asset diversification and cross-border structures.
- Offers decision-making workflow and a built-in doubling calculator for growth planning.
- Designed to trigger on topics related to earning methods, investing, planning, compounding, risk, trading, allocation, trusts, and inheritance.
Metadata
Frequently Asked Questions
What is Wealth Manager?
财富管理四阶段系统：财富积累(裂变获客/微利高频) → 财富增值(翻倍周期引擎) → 财富保全(离岸信托/家族办公室/大额保险/离岸架构/黄金实物/第二护照) → 财富传承(慈善基金会/家族信托/遗嘱公证/家族宪法/第二代身份规划)。覆盖金融交易(价格运动三大定律)、风控纪律(数学三角K/P/L)、人生战略(三种... It is an AI Agent Skill for Claude Code / OpenClaw, with 175 downloads so far.
How do I install Wealth Manager?
Run "/install wealth-manager" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Wealth Manager free?
Yes, Wealth Manager is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Wealth Manager support?
Wealth Manager is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Wealth Manager?
It is built and maintained by 波动几何 (@wangjiaocheng); the current version is v1.0.1.
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