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Financial Report Automator
by
terrycarter1985
· GitHub ↗
· v1.0.1
· MIT-0
47
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0
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1
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Install in OpenClaw
/install financial-report-automator
Description
Automate quarterly financial report generation for stocks. Use when generating, scheduling, or publishing stock performance reports (quarterly, annual, or cu...
README (SKILL.md)
Financial Report Automator
Workflow
- Gather data — Use finance skill tools (
yfinance_get_stock_price,yfinance_get_historical_data,yfinance_get_dividends,financial_datasets_get_financials) to fetch prices and dividends for the target ticker and period. - Calculate returns — Use
scripts/generate_report.pyfor dividend-adjusted total return. The script expects a CSV with columnsdate,close,open,high,low,volume(case-insensitive, dollar signs OK). - Publish — If Feishu Wiki integration is needed, use
references/feishu_publish.mdfor the publishing workflow.
Return Calculation
The core fix in v1.0.1: quarterly_return now includes dividends (total shareholder return), not just price change.
price_return = (end_price - start_price) / start_pricequarterly_return = (end_price - start_price + dividends_total) / start_price
Scripts
scripts/generate_report.py
Standalone report generator. Reads a price CSV + optional dividend JSON.
python3 scripts/generate_report.py --csv \x3Cpath> --ticker AAPL --quarter 2 --year 2026 [--dividends dividends.json]
Dividend JSON format:
[{"date": "2026-05-15", "amount": 0.25}]
References
references/feishu_publish.md— Feishu Wiki publishing integration details.
Usage Guidance
Local report generation appears safe and scoped to files you provide. If you use Feishu publishing, configure a dedicated low-privilege app, confirm the destination wiki space, and review the generated report before creating pages.
Capability Analysis
Type: OpenClaw Skill
Name: financial-report-automator
Version: 1.0.1
The skill bundle provides legitimate functionality for automating financial reports and publishing them to Feishu Wiki. The Python script `scripts/generate_report.py` performs standard data processing on CSV and JSON inputs without any risky system calls or network activity, and the documentation in `SKILL.md` and `references/feishu_publish.md` aligns perfectly with the stated purpose without any signs of prompt injection or malicious intent.
Capability Assessment
Purpose & Capability
The report-generation script and optional Feishu publishing workflow match the stated purpose; publishing is a workspace mutation users should intentionally enable.
Instruction Scope
The workflow is scoped to fetching financial data, calculating returns, and optionally publishing; no prompt override, forced autonomous behavior, or unrelated instructions were found.
Install Mechanism
There is no install spec or remote installer, and the included Python script is visible in the artifacts.
Credentials
The script reads user-provided CSV and optional dividend JSON files, and the optional Feishu workflow uses a local Feishu config; these are proportionate to the stated use.
Persistence & Privilege
No background persistence is implemented, but optional Feishu publishing requires an app secret and wiki create permission.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install financial-report-automator - After installation, invoke the skill by name or use
/financial-report-automator - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.1
Fix: column name case mismatch in CSV parsing; add dividend-adjusted total return (quarterly_return now includes dividends, price_return is capital gains only)
Metadata
Frequently Asked Questions
What is Financial Report Automator?
Automate quarterly financial report generation for stocks. Use when generating, scheduling, or publishing stock performance reports (quarterly, annual, or cu... It is an AI Agent Skill for Claude Code / OpenClaw, with 47 downloads so far.
How do I install Financial Report Automator?
Run "/install financial-report-automator" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Financial Report Automator free?
Yes, Financial Report Automator is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Financial Report Automator support?
Financial Report Automator is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Financial Report Automator?
It is built and maintained by terrycarter1985 (@terrycarter1985); the current version is v1.0.1.
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