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在 OpenClaw 中安装
/install portfolio-designer
功能描述
［何时使用］当用户需要设计投资组合时；当用户问"如何配置资产"时；当基于耶鲁模式配置时；当需要机构级配置方案时
安全使用建议
This skill appears internally consistent and low-risk from a security perspective because it is instruction-only and requires no credentials or installs. However, it is not a substitute for professional financial advice: verify fund tickers and availability in your jurisdiction, check fees and tax implications, and test recommendations with small exposures before committing large amounts. If future versions add scripts, downloads, environment variables, or network endpoints, re-evaluate for possible data access or exfiltration. If you need stronger assurances, request the author/source or add provenance information (homepage, owner identity) before wide deployment.
功能分析
Type: OpenClaw Skill
Name: portfolio-designer
Version: 2.0.0
The portfolio-designer skill bundle is a purely informational tool designed to provide investment asset allocation advice based on the Yale Model. The SKILL.md and supporting files (examples, templates, and references) contain only financial logic, risk assessment criteria, and template structures for the AI agent to follow. There is no evidence of malicious code, data exfiltration, or prompt injection attacks.
能力评估
Purpose & Capability
The name, description, and SKILL.md consistently describe designing portfolio allocations based on the Yale/Swensen model and providing templates, examples, risk assessment, fund suggestions, and rebalancing guidance. There are no unrelated requirements (no binaries, env vars, or config paths) that would contradict the stated purpose.
Instruction Scope
SKILL.md provides concrete input schema, expected JSON output, examples, templates, and reference material. The instructions do not direct the agent to read system files, environment variables, network endpoints, or other data sources outside the skill's domain. There is no vague 'gather whatever context you need' phrasing that would grant broad discretion.
Install Mechanism
No install specification or code files — the skill is instruction-only. That minimizes filesystem writes and third-party downloads, and there are no archive downloads or external install URLs to review.
Credentials
The skill declares no required environment variables, credentials, or config paths. The inputs are explicit user-provided financial parameters (age, assets, risk tolerance, goal, horizon), which are proportionate to portfolio design.
Persistence & Privilege
Flags show default behavior (always:false, user-invocable:true, model invocation enabled), which is appropriate for a user-invoked financial planning skill. The skill does not request persistent presence or modify agent/system configuration.
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-designer - 安装完成后，直接呼叫该 Skill 的名称或使用
/portfolio-designer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
v2.0.0
按 v2.0 标准重构
元数据
常见问题
组合设计师 是什么？
［何时使用］当用户需要设计投资组合时；当用户问"如何配置资产"时；当基于耶鲁模式配置时；当需要机构级配置方案时. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 150 次。
如何安装 组合设计师？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install portfolio-designer」即可一键安装，无需额外配置。
组合设计师 是免费的吗？
是的，组合设计师 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
组合设计师 支持哪些平台？
组合设计师 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 组合设计师？
由 lj22503（@lj22503）开发并维护，当前版本 v2.0.0。
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