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Robo Advisor Python
by
Tang Weigang
· GitHub ↗
· v0.3.3
· MIT-0
99
Downloads
0
Stars
0
Active Installs
3
Versions
Install in OpenClaw
/install robo-advisor-python
Description
自动化投资组合再平衡与交易执行,遵循先卖后买原则,支持多市场资产配置,智能计算最低交易规模及税费。。
Usage Guidance
This skill appears to be a legitimate robo-advisor blueprint, but there are important gaps you should address before installing or running it: 1) Confirm Python (3.12+) and the zvt package availability in your environment — the skill expects zvt and a writable ZVT_HOME (~/.zvt). 2) Ask the author which environment variables or API keys (joinquant/qmt/broker) are required and how they should be provided; do not paste secrets into chat. 3) Because the skill's instructions can run pip installs and Python commands and read workspace files, run it first in an isolated environment (container or VM) and perform dry-run/backtests only (no live orders) until you fully audit the behavior. 4) Review seed.yaml and the references/LOCKS.md locally to ensure the enforced 'semantic locks' (sell-before-buy, next-bar execution, T+1, MACD params) match your legal/regulatory and operational needs. 5) If you need higher assurance, request a version that explicitly declares required env vars, install steps, and a list of external endpoints so you can audit what will be contacted and what credentials are needed.
Capability Analysis
Type: OpenClaw Skill
Name: robo-advisor-python
Version: 0.3.3
The skill bundle is a highly structured framework for an AI agent to automate portfolio rebalancing and trading using the 'zvt' quantitative library. It contains extensive safety guardrails, including 'Semantic Locks' (e.g., SL-01, SL-02) and 'Fatal Constraints' (e.g., finance-C-001, finance-C-129) specifically designed to prevent financial logic errors like look-ahead bias, division by zero, and the use of hardcoded fallback credentials. The instructions in SKILL.md and seed.yaml are strictly aligned with the stated purpose of financial analytics and include robust output validation assertions (OV-01 to OV-06) to ensure the generated code remains within physically plausible and regulatory-compliant boundaries.
Capability Tags
Capability Assessment
Purpose & Capability
Name and description (portfolio rebalancing, sell-then-buy, multi-market support) align with SKILL.md and the included finance references (zvt, price collection, trade execution). However the SKILL.md metadata claims 'Requires Python 3.12+ with uv package manager' and preconditions reference the zvt package and ~/.zvt directories, yet the skill declares no required binaries, installs, or environment variables — an inconsistency between what the skill says it needs and what it declares.
Instruction Scope
The runtime instructions (and seed.yaml execution_protocol) instruct the agent to: re-load seed.yaml, run several Python precondition checks (import zvt, run recorders), possibly run pip installs if checks fail, and read/write the ZVT_HOME (~/.zvt) workspace paths. The skill also asks the user to select external data providers (eastmoney, joinquant, akshare, qmt/broker) — some of which require account credentials — but the SKILL.md does not explicitly enumerate how credentials are provided or protected. These instructions allow the agent to read host workspace files and run system Python commands and installs, which is broader scope than the declared manifest suggests.
Install Mechanism
There is no formal install spec or packaged code (instruction-only), which reduces some risk. However the SKILL.md and references include 'on_fail: Run: python3 -m pip install zvt' and other manual install hints; so installation would be performed via ad-hoc pip commands if preconditions fail. Because installs are not automated in a declared install spec, behavior depends on agent instructions and user consent — this is less risky than arbitrary URL downloads but still noteworthy.
Credentials
The skill declares no required environment variables or credentials, yet it expects access to data providers (joinquant, qmt/broker, possibly broker APIs) and uses ZVT_HOME for local data storage. Data providers commonly require API keys/tokens; the absence of declared env vars or a primary credential is inconsistent and means the agent could ask the user for secrets at runtime or attempt to use undocumented credential locations. The skill also expects writable filesystem access (~/.zvt) but does not declare this requirement.
Persistence & Privilege
The skill is not marked 'always: true' and does not request elevated platform persistence. The seed.yaml execution_protocol instructs the agent to re-read seed.yaml and run preconditions at execution time (normal for instruction-driven skills). There is no evidence the skill will modify other skills or system-wide settings autonomously.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install robo-advisor-python - After installation, invoke the skill by name or use
/robo-advisor-python - Provide required inputs per the skill's parameter spec and get structured output
Version History
v0.3.3
v0.3.3: bilingual metadata injected. H1 shows 智能投顾; tagline replaced with skill-specific Chinese hook; tags upgraded to Level 1-4.
v0.3.1
Remove install.sh — knowledge-only bundle. Host AI consumes directly from URL; no user-side installation needed. Fixes ClawHub suspicious flag.
v0.3.0
Doramagic crystal portfolio v0.3.0. Full 5-layer bp-009 standard. github.com/tangweigang-jpg/doramagic-skills
Metadata
Frequently Asked Questions
What is Robo Advisor Python?
自动化投资组合再平衡与交易执行,遵循先卖后买原则,支持多市场资产配置,智能计算最低交易规模及税费。。 It is an AI Agent Skill for Claude Code / OpenClaw, with 99 downloads so far.
How do I install Robo Advisor Python?
Run "/install robo-advisor-python" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Robo Advisor Python free?
Yes, Robo Advisor Python is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Robo Advisor Python support?
Robo Advisor Python is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Robo Advisor Python?
It is built and maintained by Tang Weigang (@tangweigang-jpg); the current version is v0.3.3.
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