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shengbinxu

Daily Portfolio Analysis

by 大斌 · GitHub ↗ · v1.0.1 · MIT-0
cross-platform ⚠ suspicious
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Install in OpenClaw
/install daily-portfolio-analysis
Description
每日持仓分析技能。自动合并多个券商账户持仓,获取实时股价和汇率,生成包含仓位占比、当日涨跌、国籍/行业分类的完整分析报告。支持定时推送和对话式查询。
README (SKILL.md)

每日持仓分析技能

📊 自动合并多券商账户持仓,生成专业分析报告


🎯 功能特点

  • 多账户合并 - 自动合并盈透、富途、港股通等多个券商账户
  • 实时股价 - 富途 API + Yahoo Finance,覆盖港股/A 股/美股
  • 实时汇率 - USD/HKD/CNY三币种显示,自动换算
  • 仓位分析 - 按股票/国籍/行业分类,清晰展示配置
  • 当日涨跌 - 每只股票当日涨跌幅,整体盈亏一目了然
  • 定时推送 - 每天自动发送报告到飞书/微信等
  • 对话查询 - 随时随地通过对话获取持仓分析

📋 前置条件

2. 富途牛牛 OpenD 客户端 ⚠️ 必须

为什么需要富途 OpenD?

本技能需要获取港股和 A 股的实时股价,这些数据通过富途牛牛 OpenD API 提供。富途 OpenD 是富途官方提供的免费行情数据服务。

安装步骤:

  1. 下载地址
    • 官方文档:https://openapi.futunn.com/futu-api-doc/opend/opend-cmd.html

🚀 安装步骤

1. 克隆技能

2. 收集你的持仓信息

方法一:截图识别(推荐)

把你的持仓截图发给 OpenClaw,让它帮你整理配置:

  1. 打开你的券商 APP(盈透、富途等)
  2. 截图持仓页面
  3. 发给 OpenClaw:"帮我整理持仓配置"
  4. 它会自动生成 portfolio.json 配置文件

📖 使用方法

方式二:对话查询(推荐)

在 OpenClaw 对话中直接说:

  • "发份持仓报告"
  • "查看持仓分析"
  • "今天持仓怎么样"
  • "腾讯仓位多少"

方式三:定时推送

设置好后,每天自动在指定时间发送报告。


📊 报告示例

💱 实时汇率
  1 USD = 7.8265 HKD  ➖ +0.00%
  1 USD = 6.9064 CNY  ➖ 0.00%

📈 持仓明细(脱敏展示)
| 股票       | 持仓   | 现价      | 占比    | 当日涨跌  | 国籍  |
|-----------|--------|----------|---------|----------|------|
| 腾讯控股   | [N] 股 | HK$547.50| 53.31%  | 📈 +0.18% | 🇨🇳 |
| 拼多多     | [N] 股 | $102.65  | 21.70%  | 📈 +1.01% | 🇨🇳 |
| Meta      | [N] 股 | $613.71  | 10.78%  | 📉 -3.83% | 🇺🇸 |

💰 总市值(三币种)
| USD | $XXX,XXX | 🔴 -0.31% |
| CNY | ¥X,XXX,XXX | 🔴 -0.31% |
| HKD | HK$X,XXX,XXX | 🔴 -0.31% |

🌍 按公司国籍分类
| 🇨🇳 中国公司 | 89.22% | 腾讯、拼多多、理想等 |
| 🇺🇸 美国公司 | 10.78% | Meta |

注: 示例中的持仓数量和市值已脱敏,仅展示格式。实际使用时会显示你的真实持仓数据(请妥善保管配置文件)。


Usage Guidance
This skill mostly does what it says (merging local portfolio.json, calling Yahoo and a local Futu OpenD), but there are holes you should resolve before trusting it with sensitive data: 1) Ask the author or publisher for the missing feishu_notifier implementation and clear instructions on where Feishu/WeChat webhook tokens or bot credentials must be stored — do not supply credentials until you see how they're used. 2) Verify how screenshot→portfolio.json conversion is implemented (the repo contains no OCR code); if the agent/platform will perform OCR, confirm privacy handling. 3) Inspect the feishu_notifier code (or request it) to ensure notifications are only sent to intended endpoints and not exfiltrated elsewhere. 4) Run the script in an isolated environment (or a throwaway account) before connecting real broker data; keep portfolio.json out of public repos. If the author cannot supply the missing notifier and credential/config documentation, treat the skill as incomplete and avoid giving it your real holdings or messaging credentials.
Capability Analysis
Type: OpenClaw Skill Name: daily-portfolio-analysis Version: 1.0.1 The skill provides automated daily portfolio analysis by merging user-defined holdings, fetching real-time market data from Yahoo Finance and Futu OpenD, and sending reports to Feishu. The code in `portfolio_summary.py` is well-structured, aligns perfectly with the documentation in `SKILL.md`, and uses legitimate financial APIs (query1.finance.yahoo.com) and local Futu API connections (127.0.0.1) without any signs of malicious intent, data exfiltration to unauthorized endpoints, or prompt injection.
Capability Assessment
Purpose & Capability
The name and description match the included code: the Python script reads a portfolio.json, merges accounts, queries realtime quotes (via Futu OpenD for HK and Yahoo for US/FX), and prepares reports. Requiring the Futu OpenD client is coherent for realtime HK/A-shares. However, the SKILL.md promises screenshot-based ingestion and push delivery to Feishu/WeChat but the repo lacks the code and explicit config for those features, which is an unexplained gap.
Instruction Scope
SKILL.md instructs users to send screenshots to the agent for OCR->portfolio.json generation and to enable timed push to Feishu/WeChat, but the codebase does not contain OCR or screenshot-processing code and does not document how push credentials are provided. The runtime script reads/writes files under ~/.openclaw/workspace/memory (portfolio.json and exchange_rate_cache.json) — that file access is expected for this task but users should be aware it will read sensitive holdings from that path.
Install Mechanism
No install spec (instruction-only plus a script) — nothing is downloaded or written by an installer. The script requires the user to run Futu OpenD locally, which SKILL.md references via an official docs link; that dependency is reasonable for the claimed realtime HK data.
Credentials
The skill declares no required environment variables or credentials, yet the script imports a feishu_notifier and promises push delivery to Feishu/WeChat. The repository does not include feishu_notifier.py nor any config fields or env placeholders for Feishu/WeChat webhook/credentials. This mismatch is significant: push notifications necessarily require credentials or webhooks, and those are not declared or provided.
Persistence & Privilege
always:false and no special install behavior. The script stores cached exchange rates and reads portfolio.json in the agent workspace, which is proportionate for a reporting skill. There is no evidence the skill alters other skills or requests permanent elevated privileges.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install daily-portfolio-analysis
  3. After installation, invoke the skill by name or use /daily-portfolio-analysis
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.1
- 文档简化,大幅精简了 SKILL.md,移除了详细安装、配置和常见问题说明。 - 删除了 README.md 文件,所有说明合并至 SKILL.md。 - SKILL.md 仅保留核心功能简介、主要步骤、示例报告等关键信息,去除了冗余指导和配置项说明。 - 适用于希望快速了解和入门该技能的用户。
v1.0.0
daily-portfolio-analysis v1.0.0 - 首发上线:每日自动合并多券商账户持仓,生成持仓分析报告 - 实时同步股价(港/A/美股)与汇率,多币种显示 - 支持股票的国籍、行业归类,详细展示持仓结构与当日盈亏 - 可通过定时推送或对话式查询,随时获取最新报告 - 富途 OpenD 实时数据对接,简易配置及一键截图识别持仓
Metadata
Slug daily-portfolio-analysis
Version 1.0.1
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 2
Frequently Asked Questions

What is Daily Portfolio Analysis?

每日持仓分析技能。自动合并多个券商账户持仓,获取实时股价和汇率,生成包含仓位占比、当日涨跌、国籍/行业分类的完整分析报告。支持定时推送和对话式查询。 It is an AI Agent Skill for Claude Code / OpenClaw, with 337 downloads so far.

How do I install Daily Portfolio Analysis?

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

Is Daily Portfolio Analysis free?

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

Which platforms does Daily Portfolio Analysis support?

Daily Portfolio Analysis is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Daily Portfolio Analysis?

It is built and maintained by 大斌 (@shengbinxu); the current version is v1.0.1.

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