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Install in OpenClaw
/install portfolio-designer
Description
［何时使用］当用户需要设计投资组合时；当用户问"如何配置资产"时；当基于耶鲁模式配置时；当需要机构级配置方案时
Usage Guidance
This skill appears internally consistent and low-risk from a security perspective because it is instruction-only and requires no credentials or installs. However, it is not a substitute for professional financial advice: verify fund tickers and availability in your jurisdiction, check fees and tax implications, and test recommendations with small exposures before committing large amounts. If future versions add scripts, downloads, environment variables, or network endpoints, re-evaluate for possible data access or exfiltration. If you need stronger assurances, request the author/source or add provenance information (homepage, owner identity) before wide deployment.
Capability Analysis
Type: OpenClaw Skill
Name: portfolio-designer
Version: 2.0.0
The portfolio-designer skill bundle is a purely informational tool designed to provide investment asset allocation advice based on the Yale Model. The SKILL.md and supporting files (examples, templates, and references) contain only financial logic, risk assessment criteria, and template structures for the AI agent to follow. There is no evidence of malicious code, data exfiltration, or prompt injection attacks.
Capability Assessment
Purpose & Capability
The name, description, and SKILL.md consistently describe designing portfolio allocations based on the Yale/Swensen model and providing templates, examples, risk assessment, fund suggestions, and rebalancing guidance. There are no unrelated requirements (no binaries, env vars, or config paths) that would contradict the stated purpose.
Instruction Scope
SKILL.md provides concrete input schema, expected JSON output, examples, templates, and reference material. The instructions do not direct the agent to read system files, environment variables, network endpoints, or other data sources outside the skill's domain. There is no vague 'gather whatever context you need' phrasing that would grant broad discretion.
Install Mechanism
No install specification or code files — the skill is instruction-only. That minimizes filesystem writes and third-party downloads, and there are no archive downloads or external install URLs to review.
Credentials
The skill declares no required environment variables, credentials, or config paths. The inputs are explicit user-provided financial parameters (age, assets, risk tolerance, goal, horizon), which are proportionate to portfolio design.
Persistence & Privilege
Flags show default behavior (always:false, user-invocable:true, model invocation enabled), which is appropriate for a user-invoked financial planning skill. The skill does not request persistent presence or modify agent/system configuration.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install portfolio-designer - After installation, invoke the skill by name or use
/portfolio-designer - Provide required inputs per the skill's parameter spec and get structured output
Version History
v2.0.0
按 v2.0 标准重构
Metadata
Frequently Asked Questions
What is 组合设计师?
［何时使用］当用户需要设计投资组合时；当用户问"如何配置资产"时；当基于耶鲁模式配置时；当需要机构级配置方案时. It is an AI Agent Skill for Claude Code / OpenClaw, with 150 downloads so far.
How do I install 组合设计师?
Run "/install portfolio-designer" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is 组合设计师 free?
Yes, 组合设计师 is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does 组合设计师 support?
组合设计师 is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created 组合设计师?
It is built and maintained by lj22503 (@lj22503); the current version is v2.0.0.
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