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Financial Report Automator

Name: Financial Report Automator
Author: terrycarter1985

作者 terrycarter1985 · GitHub ↗ · v1.0.1 · MIT-0

cross-platform ✓ 安全检测通过

总下载

当前安装

版本数

在 OpenClaw 中安装

/install financial-report-automator

功能描述

Automate quarterly financial report generation for stocks. Use when generating, scheduling, or publishing stock performance reports (quarterly, annual, or cu...

使用说明 (SKILL.md)

Financial Report Automator

Workflow

Gather data — Use finance skill tools (yfinance_get_stock_price, yfinance_get_historical_data, yfinance_get_dividends, financial_datasets_get_financials) to fetch prices and dividends for the target ticker and period.
Calculate returns — Use scripts/generate_report.py for dividend-adjusted total return. The script expects a CSV with columns date,close,open,high,low,volume (case-insensitive, dollar signs OK).
Publish — If Feishu Wiki integration is needed, use references/feishu_publish.md for the publishing workflow.

Return Calculation

The core fix in v1.0.1: quarterly_return now includes dividends (total shareholder return), not just price change.

price_return = (end_price - start_price) / start_price
quarterly_return = (end_price - start_price + dividends_total) / start_price

Scripts

`scripts/generate_report.py`

Standalone report generator. Reads a price CSV + optional dividend JSON.

python3 scripts/generate_report.py --csv \x3Cpath> --ticker AAPL --quarter 2 --year 2026 [--dividends dividends.json]

Dividend JSON format:

[{"date": "2026-05-15", "amount": 0.25}]

References

references/feishu_publish.md — Feishu Wiki publishing integration details.

安全使用建议

Local report generation appears safe and scoped to files you provide. If you use Feishu publishing, configure a dedicated low-privilege app, confirm the destination wiki space, and review the generated report before creating pages.

功能分析

Type: OpenClaw Skill Name: financial-report-automator Version: 1.0.1 The skill bundle provides legitimate functionality for automating financial reports and publishing them to Feishu Wiki. The Python script `scripts/generate_report.py` performs standard data processing on CSV and JSON inputs without any risky system calls or network activity, and the documentation in `SKILL.md` and `references/feishu_publish.md` aligns perfectly with the stated purpose without any signs of prompt injection or malicious intent.

能力评估

ℹ Purpose & Capability

The report-generation script and optional Feishu publishing workflow match the stated purpose; publishing is a workspace mutation users should intentionally enable.

✓ Instruction Scope

The workflow is scoped to fetching financial data, calculating returns, and optionally publishing; no prompt override, forced autonomous behavior, or unrelated instructions were found.

✓ Install Mechanism

There is no install spec or remote installer, and the included Python script is visible in the artifacts.

ℹ Credentials

The script reads user-provided CSV and optional dividend JSON files, and the optional Feishu workflow uses a local Feishu config; these are proportionate to the stated use.

ℹ Persistence & Privilege

No background persistence is implemented, but optional Feishu publishing requires an app secret and wiki create permission.

如何使用

确保已安装 OpenClaw（本地或 Docker 部署）
在对话框中输入安装命令：/install financial-report-automator
安装完成后，直接呼叫该 Skill 的名称或使用 /financial-report-automator 触发
根据 Skill 的参数说明提供必要输入，即可获得结构化输出

版本历史

v1.0.1

Fix: column name case mismatch in CSV parsing; add dividend-adjusted total return (quarterly_return now includes dividends, price_return is capital gains only)

元数据

Slug financial-report-automator

版本 1.0.1

许可证 MIT-0

累计安装 0

当前安装数 0

历史版本数 1

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