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portfolio management

作者 weqwhdiowa · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ 安全检测通过
503
总下载
0
收藏
2
当前安装
1
版本数
在 OpenClaw 中安装
/install portfolio-management
功能描述
分析用户持仓截图中的股票和ETF,从技术面、资金面、基本面三个维度进行深度分析,给出明确的持仓建议和新标的推荐。覆盖A股、港股、ETF/基金市场。当用户提及持仓分析、股票分析、投资建议、仓位管理、盘前分析、盘后复盘或上传持仓截图时使用。
安全使用建议
What to consider before installing: - Privacy of screenshots: the skill requires uploading holding screenshots (costs, quantities, positions). Only upload images you are comfortable sharing and remove unrelated sensitive data (account numbers, full statements). - No credentials requested: good—do not provide brokerage/API credentials; the skill operates from public data searches. - Mandatory recommendations: the skill always produces new-asset recommendations during post-close reviews; expect frequent suggestions even if you have no spare cash. If you prefer fewer recommendations, check whether you can configure or decline them when invoking the skill. - Data sourcing: the skill enforces multi-source validation (good), but verify which sources the agent actually uses (platform's WebSearch implementation) and confirm you trust those sources. - Not professional advice: the skill includes disclaimers but outputs trading suggestions — treat them as informational and confirm with your own due diligence or a licensed advisor. - When to escalate: if future versions add network endpoints, require API keys, install scripts, or request filesystem or system credential access, stop and reassess; those would be red flags. Overall, the skill is internally consistent with its stated purpose, but treat uploaded screenshots as sensitive and review recommended assets carefully before acting.
功能分析
Type: OpenClaw Skill Name: portfolio-management Version: 1.0.0 The 'portfolio-management' skill bundle is a comprehensive financial analysis tool designed to help users manage A-share, HK stock, and ETF portfolios. It provides structured instructions for an AI agent to perform technical, fundamental, and capital flow analysis based on user-provided screenshots and web searches. The bundle includes rigorous data verification protocols (data-verification-guide.md) to ensure accuracy and detailed scoring systems for stock screening (stock-screening-guide.md). There is no evidence of malicious intent, data exfiltration, or unauthorized command execution; all instructions are strictly aligned with the stated purpose of investment advisory.
能力评估
Purpose & Capability
The name and description (stock/ETF holdings analysis across A/H/ETF markets) match the instructions: extracting holdings from screenshots (Read tool), performing web searches for technical/flow/fundamental data, and producing structured reports and recommendations. No unrelated binaries, credentials, or config paths are requested.
Instruction Scope
Instructions are detailed and remain within the declared purpose (reading uploaded screenshots, multi-source web searches, data validation, structured per-position analysis, and mandatory new-asset recommendations). Note: the skill mandates recommending new markeds on every post-close run (Step 5 is '强制要求'), which is a design choice that could cause frequent unsolicited recommendations — this is consistent with the stated goal but users should be aware. The instructions also require using a 'Read' tool to extract potentially sensitive screenshot data; that behavior is expected but privacy-sensitive.
Install Mechanism
Instruction-only skill with no install specification and no code files. This minimizes disk-write and arbitrary code risks.
Credentials
The skill declares no environment variables, no credentials, and no external config paths. The runtime instructions do not ask for API keys or other secrets. All external interactions are via web searches and public data sources, which aligns with the stated functionality.
Persistence & Privilege
always:false (not force-included). The skill relies on normal model invocation and user uploads; it does not request persistent system privileges or modify other skills. Autonomous invocation defaults are unchanged and not concerning here.
如何使用
  1. 确保已安装 OpenClaw(本地或 Docker 部署)
  2. 在对话框中输入安装命令:/install portfolio-management
  3. 安装完成后,直接呼叫该 Skill 的名称或使用 /portfolio-management 触发
  4. 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
Help investors to analysis the stocks and ETF portfolio by the technical analysis, capital flow analysis, and fundamental analysis, give the advice, and suggest new stocks and ETFs
元数据
Slug portfolio-management
版本 1.0.0
许可证 MIT-0
累计安装 2
当前安装数 2
历史版本数 1
常见问题

portfolio management 是什么?

分析用户持仓截图中的股票和ETF,从技术面、资金面、基本面三个维度进行深度分析,给出明确的持仓建议和新标的推荐。覆盖A股、港股、ETF/基金市场。当用户提及持仓分析、股票分析、投资建议、仓位管理、盘前分析、盘后复盘或上传持仓截图时使用。 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 503 次。

如何安装 portfolio management?

在 OpenClaw 或 Claude Code 对话框中运行命令「/install portfolio-management」即可一键安装,无需额外配置。

portfolio management 是免费的吗?

是的,portfolio management 完全免费,采用 MIT-0 许可证,可自由下载、安装和使用。

portfolio management 支持哪些平台?

portfolio management 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 management?

由 weqwhdiowa(@tingdall)开发并维护,当前版本 v1.0.0。

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