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Wealth Copilot Digital Employee
by
lingfeng-19
· GitHub ↗
· v1.0.0
· MIT-0
48
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1
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Install in OpenClaw
/install wealth-copilot-digital-employee
Description
财富管理数字员工——覆盖客户机会扫描、外呼触达、配置策略、投教问答、资产诊断、资产配置优化、工作复盘、投资陪伴等全流程。理财顾问的全能财富管理助手。
README (SKILL.md)
\r \r
Wealth Copilot / 财富管理副驾驶数字员工\r
\r
⚠️ SECURITY NOTICE / 安全声明\r
- Type: Educational reference / analytical framework ONLY\r
- No executable code, scripts, or binaries are included in this skill\r
- No persistent storage, network calls, background execution, or credential collection\r
- All outputs are for reference only and require human review before real-world application\r
- This skill does NOT provide financial, legal, or insurance advice\r
- Users must exercise their own judgment and consult qualified professionals\r \r
Overview\r
\r 财富管理副驾驶数字员工，集成以下1项核心能力：\r \r
- _Template — -\r \r ---\r \r
Module 1: _Template\r
\r 盈米金融数据（qieman）\r
- 服务地址：
https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse\r - 核心能力：基金搜索/诊断、组合分析/回测、资产配置方案、CFP 工具链、图表渲染\r
- 本技能主要工具：
工具A,工具B\r \r ---\r \r
Disclaimer / 免责声明\r
\r
⚠️ 重要声明\r
- 本技能提供参考框架和分析建议，不构成任何形式的投资建议、法律意见或专业判断\r
- 所有分析结果仅供参考，最终决策须由具备相应资质的专业人员作出\r
- AI生成的分析不代表任何机构的官方立场或承诺\r
- 用户应结合实际情况独立判断
Usage Guidance
Install only if you want an advisory wealth-management reference framework. Be aware that the documentation names an external Qieman/DashScope endpoint despite claiming no network calls; do not connect it to live accounts, client data, or investment workflows unless you separately review the data flow, compliance requirements, and human approval process.
Capability Assessment
Purpose & Capability
The wealth-management analysis and education framing fits the stated purpose, and the artifact repeatedly requires human review and disclaims professional financial advice. The Qieman fund/portfolio capabilities are financial-analysis oriented, so users should treat outputs as reference only.
Instruction Scope
Instructions are limited to a markdown framework with allowed-tools empty. There is a mismatch between the security notice saying there are no network calls and the body listing an external Qieman service endpoint, but the artifact does not grant tool access or include executable invocation steps.
Install Mechanism
The package contains only SKILL.md, no scripts, binaries, dependencies, or install hooks. Static scan, dependency scan, and VirusTotal telemetry are clean.
Credentials
Requested environment authority is proportionate for a reference skill: no declared tools, no executable code, and no local file, shell, browser, or credential access.
Persistence & Privilege
The artifact states there is no persistent storage, background execution, or credential collection, and no files contradict that claim.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install wealth-copilot-digital-employee - After installation, invoke the skill by name or use
/wealth-copilot-digital-employee - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Wealth Copilot 1.0.0 – Initial Release
- Introduces a digital wealth management assistant supporting the entire workflow: client opportunity analysis, outreach, portfolio strategy, investment Q&A, asset diagnostics, allocation optimization, work review, and investment guidance.
- Built as an educational and advisory-only framework; no executable code or persistent data storage.
- Integrates core capabilities for fund search/diagnosis, portfolio analysis, asset allocation solutions, and CFP toolchain based on Qieman data.
- All outputs require human review and do not constitute financial, legal, or insurance advice.
Metadata
Frequently Asked Questions
What is Wealth Copilot Digital Employee?
财富管理数字员工——覆盖客户机会扫描、外呼触达、配置策略、投教问答、资产诊断、资产配置优化、工作复盘、投资陪伴等全流程。理财顾问的全能财富管理助手。 It is an AI Agent Skill for Claude Code / OpenClaw, with 48 downloads so far.
How do I install Wealth Copilot Digital Employee?
Run "/install wealth-copilot-digital-employee" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Wealth Copilot Digital Employee free?
Yes, Wealth Copilot Digital Employee is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Wealth Copilot Digital Employee support?
Wealth Copilot Digital Employee is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Wealth Copilot Digital Employee?
It is built and maintained by lingfeng-19 (@gechengling); the current version is v1.0.0.
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