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Portfolio Daily Tracker
作者
Yann_Sheng(SII)
· GitHub ↗
· v1.2.0
· MIT-0
385
总下载
0
收藏
2
当前安装
3
版本数
在 OpenClaw 中安装
/install portfolio-daily-tracker
功能描述
Track and report multi-group stock portfolios with daily snapshots, live Yahoo Finance prices, P&L analytics, and push notifications (Feishu/Telegram). Suppo...
安全使用建议
This skill appears to implement what it claims, but before running setup.sh or otherwise installing it you should: 1) inspect the GitHub repository it clones (https://github.com/Stepuuu/portfolio-daily-tracker.git) — ideally pin to a specific commit or tag instead of cloning the HEAD; 2) review the repo's scripts (portfolio_daily_update, portfolio_manager, snapshot/report scripts) to confirm there is no unexpected network exfiltration or destructive behavior; 3) review dashboard/requirements.txt and avoid installing untrusted packages without vetting; 4) run setup in a restricted environment (non-root account, isolated VM/container) if you want to test; 5) only provide FEISHU/TELEGRAM tokens and an OPENAI key if you trust the code that will transmit notifications; and 6) back up any existing portfolio data before letting the skill modify files. These precautions reduce supply-chain and execution risk. If you want, I can list the files in the upstream GitHub repo or help identify which dependencies to audit/pin.
功能分析
Type: OpenClaw Skill
Name: portfolio-daily-tracker
Version: 1.2.0
The skill facilitates portfolio management by instructing the AI agent to execute shell commands with parameters derived from user input (e.g., `<ticker>`, `<qty>`), which creates a high risk of shell injection if the agent or the underlying `portfolio_manager.py` fails to sanitize inputs (SKILL.md). Additionally, `scripts/setup.sh` clones an external repository (github.com/Stepuuu/portfolio-daily-tracker.git) to fetch the 'engine' scripts, introducing a supply chain risk. While the functionality appears aligned with the stated purpose of tracking investments, the combination of shell execution and external code fetching is inherently risky.
能力评估
Purpose & Capability
Name/description match what the included scripts and tools do: reading/writing portfolio files, generating snapshots/reports, updating holdings, and optionally pushing notifications. Declared optional env vars (OPENAI_API_KEY, FEISHU_WEBHOOK, TELEGRAM_BOT_TOKEN, PORTFOLIO_DIR) are coherent with the described features.
Instruction Scope
Runtime instructions and tools operate on local portfolio files under engine/portfolio (read/write snapshots, holdings, history.csv) and run engine scripts (portfolio_manager.py, portfolio_snapshot.py, portfolio_report.py, portfolio_daily_update.py). This scope is expected, but the skill instructs the user to run scripts/setup.sh which will clone an external repo and expects engine scripts that are not bundled here — the agent’s runtime behavior therefore depends on code downloaded at setup time.
Install Mechanism
There is no formal install spec in the registry, but scripts/setup.sh (bundled) will git clone https://github.com/Stepuuu/portfolio-daily-tracker.git into a target directory and then attempt pip3 install -r dashboard/requirements.txt from that repo. Cloning an external GitHub repository and running pip install from files inside it is a supply-chain risk because code and dependencies are unpinned and come from a third-party repo not reviewed here.
Credentials
No required credentials are enforced by the registry. The optional environment variables listed in SKILL.md are proportionate to the features: OPENAI_API_KEY for chat features, FEISHU_WEBHOOK/TELEGRAM_BOT_TOKEN for push notifications, and PORTFOLIO_DIR to override data paths. There are no unrelated credential requests.
Persistence & Privilege
The skill does not request always:true and does not modify other skills or global agent settings. Its actions are limited to local files under the project engine/portfolio and running engine scripts; persistent presence or elevated privileges are not requested.
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-daily-tracker - 安装完成后,直接呼叫该 Skill 的名称或使用
/portfolio-daily-tracker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
v1.2.0
v1.2.0: market_daily_change排除资金流, 日期导航CSV并集, 快照缺失自动合成, 回撤基于利润算法, CSV升级11列, 成本增减解析, 声明env变量
v1.1.0
v1.1.0: Added helper scripts (setup.sh, daily-pipeline.sh, manage.sh), English SKILL_EN.md, bumped version
v1.0.0
Initial release: multi-group portfolio tracking with A-share/HK/US market support, daily snapshot pipeline, Yahoo Finance pricing, Feishu/Telegram push notifications
元数据
常见问题
Portfolio Daily Tracker 是什么?
Track and report multi-group stock portfolios with daily snapshots, live Yahoo Finance prices, P&L analytics, and push notifications (Feishu/Telegram). Suppo... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 385 次。
如何安装 Portfolio Daily Tracker?
在 OpenClaw 或 Claude Code 对话框中运行命令「/install portfolio-daily-tracker」即可一键安装,无需额外配置。
Portfolio Daily Tracker 是免费的吗?
是的,Portfolio Daily Tracker 完全免费,采用 MIT-0 许可证,可自由下载、安装和使用。
Portfolio Daily Tracker 支持哪些平台?
Portfolio Daily Tracker 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 Daily Tracker?
由 Yann_Sheng(SII)(@stepuuu)开发并维护,当前版本 v1.2.0。
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