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/install j-portfolio-monitor
Description
定期监控投资组合，检查持仓公司基本面变化，生成周报
README (SKILL.md)
Portfolio Monitor | 投资组合监控
定期检查你的投资组合，追踪持仓公司的基本面、估值、新闻动态，生成周报。
触发场景
- 用户问"我的持仓怎么样"
- 用户问"最近有什么值得关注的"
- 定期周报（每周一生成）
- 用户问"XXX 有没有变化"
监控内容
1. 持仓概览
总持仓金额：
总收益/亏损：
收益率：
最大回撤：
2. 单只持仓跟踪
对每只持仓，输出：
| 持仓 | 成本价 | 当前价 | 收益率 | 最新PE | 基本面变化 | 风险信号 |
|---|---|---|---|---|---|---|
3. 基本面变化监控
对每只持仓，检查：
- 最新财报发布了吗？关键指标有变化吗？
- 营收/利润增速是否放缓？
- 现金流是否恶化？
- 负债率是否上升？
- 管理层有变动吗？
4. 估值变化
| 持仓 | 上周PE | 本周PE | 变化 | 评价 |
|---|---|---|---|---|
5. 新闻监控
最近一周内，你的持仓有什么重要新闻吗？
| 持仓 | 新闻标题 | 发布时间 | 影响 | 是否需要行动 |
|---|---|---|---|---|
6. 风险预警
| 持仓 | 风险类型 | 风险描述 | 严重程度 | 建议 |
|---|---|---|---|---|
| 高/中/低 |
7. 卖出信号检查
对每只持仓，检查是否触发卖出条件：
- 买入理由消失了吗？
- 护城河被打破了吗？
- 估值严重高估了吗？
- 发现了更好的机会吗？
8. 加仓/减仓建议
基于最新信息，是否需要调整仓位？
| 持仓 | 建议 | 理由 | 目标仓位 |
|---|---|---|---|
周报模板
═══════════════════════════════════════
📈 投资组合周报 | 第 X 周（YYYY-MM-DD）
═══════════════════════════════════════
【本周概览】
- 总持仓：XXX万
- 周涨跌：+X% / -X%
- 最大单日波动：±X%
【持仓表现】
排名 | 持仓 | 周涨跌 | 收益率 | 状态
-----|------|--------|--------|------
1 | | | |
2 | | | |
...
【基本面变化】
✅ 积极信号：
- XXX 发布财报，净利润同比增长 XX%
- XXX 获得新订单，金额 XX 亿
⚠️ 风险信号：
- XXX 管理层变动
- XXX 竞争加剧
【估值评估】
- 整体估值：合理/偏高/偏低
- 最便宜的持仓：XXX（PE: X）
- 最贵的持仓：XXX（PE: X）
【新闻速览】
1. XXX 新闻标题 | 影响：正面/中性/负面
2. XXX 新闻标题 | 影响：正面/中性/负面
【操作建议】
- 持有：XXX（基本面稳定，继续持有）
- 关注：XXX（有风险信号，需要跟踪）
- 考虑减仓：XXX（估值过高，可以部分获利）
- 考虑加仓：XXX（基本面好，估值合理）
【下周关注】
- XXX 将发布财报
- XXX 行业会议
- 宏观经济数据发布
【风险提示】
- 全球经济衰退风险
- 行业政策变化
- 个股基本面恶化
═══════════════════════════════════════
💡 投资伙伴 J 的建议：
保持纪律，不要被短期波动影响。
═══════════════════════════════════════
数据获取方式
- 持仓数据：从用户提供的持仓清单获取
- 股价数据：调用东方财富/新浪财经 API
- 财报数据：爬取公司财报、公告
- 新闻数据：监控新闻源、研报
快速命令
- "周报"：生成本周周报
- "快速检查"：只输出风险信号和操作建议
- "XXX 怎么样"：单只持仓深度分析
注意事项
- 客观中立：不要因为持仓就看好，也不要因为亏损就看空
- 关注基本面：不要过度关注短期股价波动
- 及时预警：发现风险信号要立即提醒
- 定期更新：每周至少更新一次
为 LEE 的投资伙伴 J 构建 | 持续监控，及时预警
Usage Guidance
This skill appears to do what it says — monitor holdings and produce a weekly report — but it is vague about where data and credentials come from. Before installing or enabling it: (1) confirm how you will supply your holdings (do not paste secrets into chats unless you trust storage/retention policies); (2) ask the skill author which APIs/endpoints will be used and whether any paid subscriptions or API keys are required; (3) verify where gathered data (reports, scraped pages, generated reports) will be stored or sent; (4) be aware that aggressive web crawling can violate site terms of service or trigger rate limits — ask for limits and polite scraping behavior; and (5) limit network/agent permissions if you are uncomfortable allowing automatic external data fetching until the integration details are clarified.
Capability Analysis
Type: OpenClaw Skill
Name: j-portfolio-monitor
Version: 1.0.0
The skill bundle contains instructions for an AI agent to act as a financial portfolio monitor. It outlines logic for tracking stock performance, analyzing fundamentals, and generating weekly reports using standard financial data sources (e.g., East Money, Sina Finance). There is no executable code or evidence of malicious intent, data exfiltration, or prompt injection attacks in SKILL.md.
Capability Assessment
Purpose & Capability
The name and description match the runtime instructions: periodic monitoring of holdings, fundamentals, valuation, news, and generation of a weekly report. Requested actions (fetch prices, check financial reports, monitor news) are coherent with the stated purpose.
Instruction Scope
SKILL.md instructs the agent to obtain holdings from a 'user-provided holdings list' and to fetch data via 东方财富/新浪财经 APIs and by crawling company reports and news. It does not instruct the agent to read unrelated local files or secrets, but it is vague about where the holdings list should come from (file path, direct user input, or pasted data) and does not define which exact endpoints or accounts to use for paid/subscribe research reports. The open-ended '爬取' (crawl) and '监控新闻源、研报' steps grant broad discretion about which sites to access and how frequently, which could have operational or terms-of-service implications.
Install Mechanism
This is an instruction-only skill with no install spec and no code files, so nothing is written to disk by the skill itself. That is the lowest-risk installation model and matches the declared metadata.
Credentials
No environment variables, credentials, or binaries are declared, yet the instructions expect calling third-party APIs and web crawling. That may be fine if only public endpoints are used, but if paid APIs, rate-limited endpoints, or news/研报 subscriptions are required, credentials or API keys would ordinarily be needed but are not declared. The skill therefore under-specifies any credentials it may need and gives the agent broad network access to gather external data.
Persistence & Privilege
The skill does not request always:true and is user-invocable. It does not declare modifying other skills or agent-wide settings. Autonomous invocation is allowed (platform default) but not combined with additional privileges, so no elevated persistence concerns are present.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install j-portfolio-monitor - After installation, invoke the skill by name or use
/j-portfolio-monitor - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
初始版本：定期监控投资组合，生成周报
Metadata
Frequently Asked Questions
What is Portfolio Monitor | 投资组合监控?
定期监控投资组合，检查持仓公司基本面变化，生成周报. It is an AI Agent Skill for Claude Code / OpenClaw, with 169 downloads so far.
How do I install Portfolio Monitor | 投资组合监控?
Run "/install j-portfolio-monitor" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Portfolio Monitor | 投资组合监控 free?
Yes, Portfolio Monitor | 投资组合监控 is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Portfolio Monitor | 投资组合监控 support?
Portfolio Monitor | 投资组合监控 is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Portfolio Monitor | 投资组合监控?
It is built and maintained by jearrylee (@jearrylee); the current version is v1.0.0.
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