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hanxueyuan

Wealthfront

by hanxueyuan · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ Security Clean
18
Downloads
0
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0
Active Installs
1
Versions
Install in OpenClaw
/install wealthfront
Description
Wealthfront is a leading US robo-advisor managing over $30 billion with 0.25% fees, automated tax-loss harvesting, crypto investing, and AI financial planning.
README (SKILL.md)

Wealthfront

历史时间线

  • 2008年：由Andy Rachleff（Benchmark Capital联合创始人）创立，原名Kaching
  • 2009年：更名为Wealthfront，聚焦自动化投资管理
  • 2015年：推出高收益现金账户（Cash Account）
  • 2018年：推出529大学储蓄计划
  • 2020年：推出加密货币投资功能
  • 2023年：管理资产超300亿美元，推出AI财务规划工具

商业模式

0.25%的年管理费率（远低于传统理财顾问的1%）。收入来源：管理费、现金账户利息差、加密货币交易费。提供免费财务规划工具吸引用户。

护城河分析

自动化税务损失收割（Tax-Loss Harvesting）功能在robo-advisor中领先；Path AI财务规划工具免费提供，成为获客引擎；与多所大学合作推广529计划；在硅谷科技员工中渗透率极高。

关键数据

管理资产超300亿美元 | 客户超50万 | 管理费率0.25%

有趣事实

  • Wealthfront是第一个推出自动化税务损失收割的robo-advisor，这一功能后来成为行业标准
  • 创始人Andy Rachleff是风险投资传奇人物，也是Benchmark Capital的联合创始人
Usage Guidance
This skill appears safe to install from a security perspective. Treat its financial and company facts as general background information and verify them independently before making investment decisions.
Capability Analysis
Type: OpenClaw Skill Name: wealthfront Version: 1.0.0 The skill bundle contains purely informational content regarding the Wealthfront investment platform, including its history, business model, and market analysis. There is no executable code, no network activity, and no instructions that could be interpreted as prompt injection or malicious behavior in SKILL.md or _meta.json.
Capability Tags
crypto
Capability Assessment
✓ Purpose & Capability
The SKILL.md content is consistent with an informational company/industry overview for research and comparison use cases.
✓ Instruction Scope
The instructions are limited to reference material about Wealthfront and do not direct the agent to take financial actions, access accounts, or override user intent.
✓ Install Mechanism
There is no install spec, no code, no required binaries, and no package or script execution.
✓ Credentials
The skill declares no environment variables, credentials, config paths, filesystem access, or network access.
✓ Persistence & Privilege
The artifacts show no persistence, background behavior, privilege requirements, or ongoing account authority.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install wealthfront
  3. After installation, invoke the skill by name or use /wealthfront
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Wealthfront skill 1.0.0 – Initial Release - 提供Wealthfront的历史发展时间线、关键产品及创新里程碑 - 概述商业模式、收入结构与费用优势 - 分析护城河，包括税务损失收割与AI财务规划工具 - 列出关键运营数据和用户规模 - 补充行业对比及有趣事实，方便深入了解和横向比较
Metadata
Slug wealthfront
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is Wealthfront?

Wealthfront is a leading US robo-advisor managing over $30 billion with 0.25% fees, automated tax-loss harvesting, crypto investing, and AI financial planning. It is an AI Agent Skill for Claude Code / OpenClaw, with 18 downloads so far.

How do I install Wealthfront?

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

Is Wealthfront free?

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

Which platforms does Wealthfront support?

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

Who created Wealthfront?

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

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