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Portfolio Risk Manager
作者
Nguyễn Đức Thành
· GitHub ↗
· v1.0.1
1939
总下载
0
收藏
18
当前安装
2
版本数
在 OpenClaw 中安装
/install portfolio-risk-manager
功能描述
Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều...
安全使用建议
This skill appears coherent and low-risk: it needs no credentials and only uses user-provided portfolio inputs. Before installing or using it, (1) confirm where valuation/news/confidence data will come from (internal tool vs web vs other skills) and whether you consent to those lookups; (2) supply ACTIVE_WATCHLIST and MONTHLY_CASH_INFLOW_VND (and optional HOLDINGS) rather than embedding any brokerage credentials; (3) test outputs on a small or mock watchlist and verify recommendations manually before acting financially; (4) if you want to prevent automatic invocation, disable implicit invocation or the skill in your agent settings.
功能分析
Type: OpenClaw Skill
Name: portfolio-risk-manager
Version: 1.0.1
The skill bundle is benign. Its purpose is to generate text-based financial portfolio risk management plans and policies, explicitly stating 'no absolute orders' and 'no margin/derivatives'. There is no evidence of data exfiltration, malicious execution, persistence mechanisms, or prompt injection attempts against the agent. The `SKILL.md` includes guardrails to prevent misuse, and the `agents/openai.yaml` explicitly declares `tools: []`, indicating no access to external system commands or network functionalities.
能力评估
Purpose & Capability
Name/description (IPS mini, risk budgeting, position sizing) align with the SKILL.md. Required inputs (ACTIVE_WATCHLIST, MONTHLY_CASH_INFLOW_VND) and optional inputs (HOLDINGS, RISK_PROFILE, CONFIDENCE_MAP) are appropriate and expected for a portfolio risk manager. There are no unrelated environment variables, binaries, or config paths requested.
Instruction Scope
Instructions are narrowly focused on producing an IPS, sizing policy, per-ticker risk plans, rebalance plan, and checklist. One minor ambiguity: SKILL.md says to use 'outputs macro/news/valuation if available' and may consume a CONFIDENCE_MAP from an 'equity-valuation-framework' / orchestrator — it does not declare how those data sources are obtained (other skills, internal tools, or external web). This is not a direct security problem but means the agent could invoke other skills or external lookups to enrich recommendations; you should confirm expected data sources and permissions before relying on live external fetching.
Install Mechanism
Instruction-only skill with no install spec and no code files. Nothing is written to disk or downloaded, minimizing installation risk.
Credentials
The skill requests no environment variables, credentials, or config paths. Optional inputs are sensible for the domain (holdings, risk profile, confidence map). No secrets or unrelated service tokens are requested.
Persistence & Privilege
Skill is not marked always:true. agents/openai.yaml sets allow_implicit_invocation: true (permitting implicit invocation) and the skill allows model invocation (disable-model-invocation: false) — these are normal for a user-invocable skill but mean the agent may call this skill automatically when appropriate. There is no evidence the skill modifies other skills or system settings.
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-risk-manager - 安装完成后，直接呼叫该 Skill 的名称或使用
/portfolio-risk-manager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
v1.0.1
- Removed the "user-invocable: true" field from SKILL.md for improved configuration.
- No user-facing functionality or behavioral changes.
v1.0.0
Initial release: Provides disciplined portfolio management and risk budgeting for Vietnamese stock investors (no margin).
- Introduces a mini IPS and risk budgeting framework to reduce overtrading and promote consistency.
- Converts stock recommendations into conditional (“trigger/invalidation/horizon/confidence”) guidelines, not absolute buy/sell signals.
- Establishes position-sizing policies, including max position weights, starter positions, and cash buffers.
- Outlines clear input requirements, output structure (5 sections), and strict guardrails for user control and transparency.
- Supports monthly cash inflows and enables rebalancing using new funds before portfolio rotation.
- Ensures all actions are based on the user’s confirmed watchlist, highlighting data gaps where needed.
元数据
常见问题
Portfolio Risk Manager 是什么？
Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 1939 次。
如何安装 Portfolio Risk Manager？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install portfolio-risk-manager」即可一键安装，无需额外配置。
Portfolio Risk Manager 是免费的吗？
是的，Portfolio Risk Manager 完全免费（开源免费），可自由下载、安装和使用。
Portfolio Risk Manager 支持哪些平台？
Portfolio Risk Manager 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 Risk Manager？
由 Nguyễn Đức Thành（@ndtchan）开发并维护，当前版本 v1.0.1。
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