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Portfolio
作者
bytesagain1
· GitHub ↗
· v3.4.2
· MIT-0
422
总下载
0
收藏
3
当前安装
16
版本数
在 OpenClaw 中安装
/install portfolio
功能描述
Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice.
安全使用建议
This skill appears to do exactly what it says: a local portfolio manager that writes/reads ~/.portfolio/holdings.json and transactions.json and uses python3 (standard library). Before installing or running: (1) inspect the script (already included) and confirm you are comfortable with data being stored unencrypted in ~/.portfolio; (2) back up or move any existing ~/.portfolio files to avoid accidental overwrite; (3) note the small feature mismatch (analyze --by sector is documented but not implemented); and (4) if you plan to store sensitive financial records, consider filesystem permissions or encryption for the data directory. If you want absolute isolation, run the script in a container or limited user account.
功能分析
Type: OpenClaw Skill
Name: portfolio
Version: 3.4.2
The portfolio skill bundle is a local investment tracker that manages holdings and transactions in JSON files within the user's home directory (~/.portfolio/). It uses bash and embedded Python (standard library only) to perform calculations and data management without any network access or external dependencies. The code logic in scripts/script.sh and the instructions in SKILL.md are consistent with the stated purpose and show no signs of malicious intent or data exfiltration.
能力评估
Purpose & Capability
The name/description (portfolio manager) aligns with the included script and SKILL.md: commands for add/remove/list/analyze/rebalance/performance are implemented. Minor mismatch: SKILL.md documents an analyze --by ticker|sector flag, but the script's analyze implementation always aggregates by ticker (sector grouping is not implemented). Otherwise the capabilities requested are proportional to the stated purpose.
Instruction Scope
Runtime instructions and the script operate only on local files in ~/.portfolio (holdings.json and transactions.json) and print to stdout. The SKILL.md claims no external API calls and the script does not perform network I/O or attempt to read unrelated system files or credentials.
Install Mechanism
No install spec is provided (instruction-only packaging) and the shipped script is executed locally. There are no downloads or third-party package installs; risk from install mechanism is low.
Credentials
The skill declares no required environment variables or credentials. At runtime it uses HOME for the default data directory and passes its own variables into embedded Python blocks — there are no requests for secrets or unrelated credentials.
Persistence & Privilege
always:false and model invocation is normal. The skill persists only its own data to ~/.portfolio and does not modify other skills, system configs, or request elevated privileges.
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 portfolio - 安装完成后,直接呼叫该 Skill 的名称或使用
/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
v3.4.2
update
v3.4.1
v2.5 standard: Use-when desc, homepage, source, security fix
v3.4.0
manual
v3.3.0
Major rewrite: domain-specific commands, Use-when description, security fixes, dependency declarations
v1.0.7
manual
v3.2.0
Concise description (no truncation), add homepage+source metadata
v3.1.0
Security fix: safe env-var Python invocation; add Requirements section; fix description format
v3.0.1
Fix: add Requirements, fix description
v3.0.0
Major rewrite: domain-specific commands
v1.0.6
yaml-fix+quality
v1.0.5
yaml-fix+quality
v1.0.4
Quality upgrade
v1.0.3
Quality upgrade: custom functionality
v1.0.2
De-template, unique content, script cleanup
v1.0.1
Quality fix: cleaner docs, removed flags
v1.0.0
Initial release
元数据
常见问题
Portfolio 是什么?
Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 422 次。
如何安装 Portfolio?
在 OpenClaw 或 Claude Code 对话框中运行命令「/install portfolio」即可一键安装,无需额外配置。
Portfolio 是免费的吗?
是的,Portfolio 完全免费,采用 MIT-0 许可证,可自由下载、安装和使用。
Portfolio 支持哪些平台?
Portfolio 跨平台运行,可在任意部署了 OpenClaw / Claude Code 的环境中使用(cross-platform)。
谁开发了 Portfolio?
由 bytesagain1(@bytesagain1)开发并维护,当前版本 v3.4.2。
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