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brendanwood

Portfolio Trader

by brendanwood · GitHub ↗ · v1.1.0
cross-platform ⚠ suspicious
932
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0
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1
Active Installs
2
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Install in OpenClaw
/install portfolio-trader
Description
Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value). Use when the user wants SnapTrade-based b...
Usage Guidance
This skill appears to do what it claims: connect to SnapTrade, create/refresh connections, compute totals, and place/watch orders. Before installing: (1) Understand that you must supply SnapTrade client_id and consumer_key and protect the local config file (keep it chmod 600 and do not commit it). (2) Review and confirm the snaptrade-python-sdk package/version in requirements.txt comes from the official source before running pip install. (3) Be aware the scripts can place force orders — if you do not want automated trading, either avoid running the order scripts or disable autonomous model invocation for this skill / require explicit user approval before any order is placed. (4) Test with a read-only or sandbox SnapTrade account if possible to validate behavior without financial risk. (5) If you need stricter credential handling, consider putting credentials in a vault/secure env instead of the workspace file.
Capability Analysis
Type: OpenClaw Skill Name: portfolio-trader Version: 1.1.0 The skill is classified as suspicious due to the high-impact capabilities it grants to the AI agent, specifically the instruction in `SKILL.md` to schedule a cron job for daily reports and the ability to place financial buy/sell orders via `scripts/snaptrade_order.py`. While these actions align with the stated purpose of a 'portfolio trader' skill, scheduling system-level tasks and executing financial transactions are powerful capabilities that, if exploited via prompt injection, could lead to significant harm. The code itself does not exhibit clear malicious intent like data exfiltration or unauthorized remote control, but the broad permissions and high-impact actions warrant a 'suspicious' classification rather than 'benign'.
Capability Assessment
Purpose & Capability
The name/description (portfolio/trading via SnapTrade) matches the included scripts: account registration, connection portal, reconnect, list brokerages, list accounts, compute totals, per-broker totals with FX, place/watch orders. All requested actions (including trading) are justified by the stated purpose.
Instruction Scope
SKILL.md instructions stay within the SnapTrade domain: install SDK, create SnapTrade client credentials, store them in a local config file, run the provided scripts. The only external/actionable non-SnapTrade guidance is an instruction to use cron + WhatsApp to deliver reports (this is an implementation suggestion, not embedded exfiltration). The scripts do not read or send unrelated system data.
Install Mechanism
The skill is instruction-first with no aggressive installer. It lists snaptrade-python-sdk in requirements.txt (pip). Using pip to install a public SDK is expected for this functionality, but pip installs carry normal supply-chain risk — verify the package/version from PyPI or SnapTrade's recommended source before installing.
Credentials
The skill does not request environment variables; instead it requires a local JSON config file containing client_id and consumer_key (and the user_id/user_secret generated/stored by the scripts). This is proportionate to the stated purpose, but you must protect that file (SKILL.md recommends chmod 600).
Persistence & Privilege
always:false and the skill writes only its own config file under the workspace secrets path. However, the skill can place force orders via the SnapTrade trading API; since the skill is user-invocable and model-invocation is enabled by default, an agent with autonomous skill invocation could place trades unless you restrict it. This is expected given the trade capability but is an operational risk to consider.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install portfolio-trader
  3. After installation, invoke the skill by name or use /portfolio-trader
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.1.0
**Adds order placement, monitoring, and per-broker reporting functionality.** - Introduced support for placing and monitoring buy/sell orders (market/limit) with new order scripts. - Added per-broker portfolio totals with FX conversion capability. - Expanded documentation with detailed API references and new usage instructions for order-related features. - Preferred usage of positions endpoint over holdings for improved efficiency. - Updated skill description to reflect broader brokerage support (e.g., Webull, E*TRADE).
v1.0.0
SnapTrade Portfolio skill 1.0.0 — Initial release. - Connect to investment accounts using the SnapTrade SDK. - Generate and report daily total portfolio value. - Provide user registration, connection portal links, and brokerage reconnection support. - List all available brokerages for user connections. - Supports automated daily report scheduling via cron. - Includes example scripts for registration, value reporting, and account management.
Metadata
Slug portfolio-trader
Version 1.1.0
License
All-time Installs 1
Active Installs 1
Total Versions 2
Frequently Asked Questions

What is Portfolio Trader?

Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value). Use when the user wants SnapTrade-based b... It is an AI Agent Skill for Claude Code / OpenClaw, with 932 downloads so far.

How do I install Portfolio Trader?

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

Is Portfolio Trader free?

Yes, Portfolio Trader is completely free (open-source). You can download, install and use it at no cost.

Which platforms does Portfolio Trader support?

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

Who created Portfolio Trader?

It is built and maintained by brendanwood (@brendanwood); the current version is v1.1.0.

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