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Investment Portfolio

Name: Investment Portfolio
Author: ckchzh

作者 BytesAgain2 · GitHub ↗ · v4.0.0 · MIT-0

cross-platform ✓ 安全检测通过

1369

总下载

当前安装

版本数

在 OpenClaw 中安装

/install investment-portfolio

功能描述

Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets.

使用说明 (SKILL.md)

investment-portfolio

Investment portfolio tracker — record holdings with buy prices, track performance and P/L, view allocation charts, analyze risk, calculate DCA, manage dividends, rebalance to targets, compare assets, and view sector breakdown. All data stored locally in JSONL format.

Commands

`add`

Add a holding — specify ticker, number of shares, and purchase price.

scripts/script.sh add AAPL 10 175.50
scripts/script.sh add BTC 0.5 42000

`remove`

Remove a holding by ticker symbol.

scripts/script.sh remove TSLA

`update`

Update the current market price of a holding.

scripts/script.sh update AAPL 195.00

`list`

Show all holdings with shares, buy price, and current price.

scripts/script.sh list

`summary`

Portfolio summary — total value, total cost, overall P/L.

scripts/script.sh summary

`allocation`

ASCII bar chart showing portfolio allocation by ticker as percentage.

scripts/script.sh allocation

`performance`

Detailed gain/loss analysis per holding with percentage returns.

scripts/script.sh performance

`risk`

Risk metrics — standard deviation of returns and diversification score.

scripts/script.sh risk

`rebalance`

Generate buy/sell suggestions to match target allocation percentages.

scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}'

`dca`

Dollar-cost averaging calculator — monthly investment table over 12 months.

scripts/script.sh dca AAPL 500

`dividend`

Calculate dividend yield from annual dividend and current price.

scripts/script.sh dividend AAPL 3.76 195.00

`compare`

Compare two holdings side by side — shares, prices, and P/L.

scripts/script.sh compare AAPL GOOGL

`sectors`

Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping.

scripts/script.sh sectors

`export`

Export portfolio data as CSV.

scripts/script.sh export csv

`history`

Show transaction history from the log file.

scripts/script.sh history

`help`

scripts/script.sh help

`version`

scripts/script.sh version

Examples

# Build a portfolio
scripts/script.sh add AAPL 10 175
scripts/script.sh add GOOGL 5 140
scripts/script.sh add BTC 0.1 42000
scripts/script.sh update AAPL 195

# Analyze
scripts/script.sh summary
scripts/script.sh allocation
scripts/script.sh performance
scripts/script.sh risk

# Rebalance
scripts/script.sh rebalance '{"AAPL":50,"GOOGL":30,"BTC":20}'
scripts/script.sh compare AAPL GOOGL
scripts/script.sh sectors

Configuration

Variable	Required	Description
`PORTFOLIO_DIR`	No	Data directory (default: `~/.local/share/investment-portfolio/`)

Data Storage

All data saved in ~/.local/share/investment-portfolio/:

holdings.jsonl — Portfolio holdings (one JSON object per line)
history.log — Transaction log

Requirements

bash 4.0+
python3 (for JSONL processing and calculations)

All prices are manually entered — no external API calls.

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安全使用建议

This skill appears to do what it claims: a local portfolio tracker implemented as a bash script that runs python snippets. Before installing or running: (1) review the full scripts/script.sh yourself (you already have it) to confirm there are no hidden network calls in the truncated portion; (2) note that data is stored unencrypted in your home directory (script defaults to ~/.investment-portfolio unless you set PORTFOLIO_DIR), so do not store sensitive credentials or private data there; (3) if you prefer the SKILL.md path (~/.local/share/...) update PORTFOLIO_DIR or the docs to avoid confusion; (4) ensure you are comfortable executing a shell script that writes files — consider running it in a limited account or container if you want extra isolation.

功能分析

Type: OpenClaw Skill Name: investment-portfolio Version: 4.0.0 The investment-portfolio skill is a local tool for tracking financial holdings, calculating performance metrics, and generating rebalancing suggestions. The logic is implemented in a bash script (scripts/script.sh) that uses Python heredocs for data processing, storing all information locally in a JSONL file within the user's home directory. There are no network requests, no attempts to access sensitive system files (like SSH keys or environment variables), and no evidence of malicious intent or prompt injection in the documentation (SKILL.md).

能力评估

ℹ Purpose & Capability

Name/description align with the included scripts: add/remove/update/list/analysis features are implemented in scripts/script.sh. The declared runtime requirements (bash, python3) are appropriate. Minor mismatch: SKILL.md documents a default data directory of ~/.local/share/investment-portfolio/ while the script defaults to $HOME/.investment-portfolio (PORTFOLIO_DIR override is supported). This is likely a documentation/config inconsistency rather than malicious.

ℹ Instruction Scope

SKILL.md and the script operate entirely on local files (holdings.jsonl, history.log) and prompt the user to input prices manually; the script invokes embedded python snippets but they only read/write the DB file and history. No external API/network calls are present in the visible code. The script will create and write files in the user's home directory (un-encrypted JSONL and logs), which is expected for this tool but worth noting for privacy.

✓ Install Mechanism

There is no install spec; this is an instruction-only skill with an included bash script. That is low-risk compared to arbitrary network downloads or package installs.

✓ Credentials

The skill requests no credentials and only an optional PORTFOLIO_DIR environment variable to override the data directory. It uses HOME to locate the default directory. No unrelated secrets or config paths are requested.

✓ Persistence & Privilege

always is false and the skill does not modify other skills or system-wide agent settings. It writes files to its own data directory under the user's home, which is normal for this kind of utility.

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 investment-portfolio
安装完成后，直接呼叫该 Skill 的名称或使用 /investment-portfolio 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

v4.0.0

v4.0.0: Complete rewrite — clean heredocs, all 16 commands with real calculations.

v3.0.1

v3.0.1: SKILL.md aligned with new rebalance/compare/sectors commands.

v3.0.0

v3.0.0: Implemented rebalance, compare, sectors commands with real calculations.

v2.4.2

v2.4.2: SKILL.md accurately describes offline portfolio tracker with placeholder commands noted.

v2.4.1

v2.4.1: SKILL.md from script help output

v2.4.0

v2.4.0: SKILL.md rewritten to match script.sh commands exactly.

v2.3.8

update

v2.3.7

Fix VT: remove old skeleton scripts, align SKILL.md

v2.3.6

SKILL.md aligned with script.sh for moderation fix

v2.3.5

v2.5 standard: Use-when desc, homepage, source, security fix

v2.3.4

yaml-fix+quality

v2.3.3

yaml-fix+quality

v2.3.2

Quality upgrade

v2.3.1

Standards compliance: unique content, no template text

v2.3.0

Quality fixes: removed third-party references, aligned docs with implementation

v2.2.0

Enhanced descriptions for better AI triggering

v1.0.2

Runtime fix

v2.0.0

Rewritten: full functional tool replacing prompt shell

v1.0.1

- Removed the "tips.md" file. - No changes to core functionality or documentation.

v1.0.0

Initial release of Investment Portfolio skill: - Provides portfolio analysis features: asset allocation, risk assessment, rebalancing, return analysis, diversification, and backtesting. - Includes six core commands: allocate, risk, rebalance, return, diversify, and backtest. - Supports both English and Chinese descriptions and workflows.

元数据

Slug investment-portfolio

版本 4.0.0

许可证 MIT-0

累计安装 6

当前安装数 6

历史版本数 20

常见问题