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Portfolio Health Monitor
作者
sg345662365-oss
· GitHub ↗
· v1.0.0
· MIT-0
36
总下载
0
收藏
0
当前安装
1
版本数
在 OpenClaw 中安装
/install portfolio-health-monitor
功能描述
Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina.
使用说明 (SKILL.md)
Portfolio Health Check
Monitors your entire trading portfolio across multiple asset classes with automatic P&L calculation, risk alerts, and rebalancing recommendations.
Features
- Multi-Asset Coverage: Crypto (OKX), US stocks (Yahoo), A-shares (Sina)
- P&L Tracking: Realized + unrealized per position and total
- Stop-Loss Monitor: Triggers when loss >25%
- Take-Profit Alert: Triggers when profit >30% + RSI >75
- Rebalancing Signals: Position size drift detection
Alert Triggers
| Condition | Action |
|---|---|
| Profit >30% + RSI >75 + pullback >5% | Take-profit alert |
| Loss >25% | Stop-loss alert |
| RSI >80 + profit >20% | Reduce position |
| Pullback >10% + RSI \x3C35 | Add position |
| Any position >30% of portfolio | Rebalance warning |
Exchange Support
- OKX (crypto perpetuals)
- Yahoo Finance (US stocks)
- Sina Finance (Chinese A-shares)
Premium Version (Coming Soon)
- Real-time push notifications (Telegram/WeChat)
- Weekly performance report
- Custom alert thresholds
- Multi-portfolio management
Know your positions. Control your risk.
安全使用建议
Before installing, be aware that portfolio monitoring may involve sensitive financial holdings or exchange account information if you provide it. Verify any add, reduce, stop-loss, or take-profit recommendation yourself before trading; the artifact does not show automatic trading or credential handling.
能力标签
能力评估
Purpose & Capability
The stated purpose is portfolio health monitoring with P&L, risk alerts, and rebalancing signals; those capabilities are coherent with the artifact text.
Instruction Scope
The skill gives visible feature descriptions and alert thresholds only; it contains no prompt overrides, hidden instructions, command execution, or data exfiltration behavior.
Install Mechanism
The package contains only a single markdown SKILL.md file, with no scripts, dependencies, binaries, or install-time actions.
Credentials
Use of market data providers and user portfolio details is expected for this purpose, but users should treat trading suggestions as informational financial signals, not automatic investment advice.
Persistence & Privilege
No persistence, background workers, credential storage, account mutation, or privileged local access is requested or implemented.
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-health-monitor - 安装完成后，直接呼叫该 Skill 的名称或使用
/portfolio-health-monitor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
v1.0.0
Initial release: multi-asset portfolio monitoring with P&L tracking and rebalancing signals
元数据
常见问题
Portfolio Health Monitor 是什么？
Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 36 次。
如何安装 Portfolio Health Monitor？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install portfolio-health-monitor」即可一键安装，无需额外配置。
Portfolio Health Monitor 是免费的吗？
是的，Portfolio Health Monitor 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
Portfolio Health Monitor 支持哪些平台？
Portfolio Health Monitor 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 Health Monitor？
由 sg345662365-oss（@sg345662365-oss）开发并维护，当前版本 v1.0.0。
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