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Portfolio Trader

作者 brendanwood · GitHub ↗ · v1.1.0
cross-platform ⚠ suspicious
932
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0
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1
当前安装
2
版本数
在 OpenClaw 中安装
/install portfolio-trader
功能描述
Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value). Use when the user wants SnapTrade-based b...
安全使用建议
This skill appears to do what it claims: connect to SnapTrade, create/refresh connections, compute totals, and place/watch orders. Before installing: (1) Understand that you must supply SnapTrade client_id and consumer_key and protect the local config file (keep it chmod 600 and do not commit it). (2) Review and confirm the snaptrade-python-sdk package/version in requirements.txt comes from the official source before running pip install. (3) Be aware the scripts can place force orders — if you do not want automated trading, either avoid running the order scripts or disable autonomous model invocation for this skill / require explicit user approval before any order is placed. (4) Test with a read-only or sandbox SnapTrade account if possible to validate behavior without financial risk. (5) If you need stricter credential handling, consider putting credentials in a vault/secure env instead of the workspace file.
功能分析
Type: OpenClaw Skill Name: portfolio-trader Version: 1.1.0 The skill is classified as suspicious due to the high-impact capabilities it grants to the AI agent, specifically the instruction in `SKILL.md` to schedule a cron job for daily reports and the ability to place financial buy/sell orders via `scripts/snaptrade_order.py`. While these actions align with the stated purpose of a 'portfolio trader' skill, scheduling system-level tasks and executing financial transactions are powerful capabilities that, if exploited via prompt injection, could lead to significant harm. The code itself does not exhibit clear malicious intent like data exfiltration or unauthorized remote control, but the broad permissions and high-impact actions warrant a 'suspicious' classification rather than 'benign'.
能力评估
Purpose & Capability
The name/description (portfolio/trading via SnapTrade) matches the included scripts: account registration, connection portal, reconnect, list brokerages, list accounts, compute totals, per-broker totals with FX, place/watch orders. All requested actions (including trading) are justified by the stated purpose.
Instruction Scope
SKILL.md instructions stay within the SnapTrade domain: install SDK, create SnapTrade client credentials, store them in a local config file, run the provided scripts. The only external/actionable non-SnapTrade guidance is an instruction to use cron + WhatsApp to deliver reports (this is an implementation suggestion, not embedded exfiltration). The scripts do not read or send unrelated system data.
Install Mechanism
The skill is instruction-first with no aggressive installer. It lists snaptrade-python-sdk in requirements.txt (pip). Using pip to install a public SDK is expected for this functionality, but pip installs carry normal supply-chain risk — verify the package/version from PyPI or SnapTrade's recommended source before installing.
Credentials
The skill does not request environment variables; instead it requires a local JSON config file containing client_id and consumer_key (and the user_id/user_secret generated/stored by the scripts). This is proportionate to the stated purpose, but you must protect that file (SKILL.md recommends chmod 600).
Persistence & Privilege
always:false and the skill writes only its own config file under the workspace secrets path. However, the skill can place force orders via the SnapTrade trading API; since the skill is user-invocable and model-invocation is enabled by default, an agent with autonomous skill invocation could place trades unless you restrict it. This is expected given the trade capability but is an operational risk to consider.
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-trader
  3. 安装完成后,直接呼叫该 Skill 的名称或使用 /portfolio-trader 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
v1.1.0
**Adds order placement, monitoring, and per-broker reporting functionality.** - Introduced support for placing and monitoring buy/sell orders (market/limit) with new order scripts. - Added per-broker portfolio totals with FX conversion capability. - Expanded documentation with detailed API references and new usage instructions for order-related features. - Preferred usage of positions endpoint over holdings for improved efficiency. - Updated skill description to reflect broader brokerage support (e.g., Webull, E*TRADE).
v1.0.0
SnapTrade Portfolio skill 1.0.0 — Initial release. - Connect to investment accounts using the SnapTrade SDK. - Generate and report daily total portfolio value. - Provide user registration, connection portal links, and brokerage reconnection support. - List all available brokerages for user connections. - Supports automated daily report scheduling via cron. - Includes example scripts for registration, value reporting, and account management.
元数据
Slug portfolio-trader
版本 1.1.0
许可证
累计安装 1
当前安装数 1
历史版本数 2
常见问题

Portfolio Trader 是什么?

Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value). Use when the user wants SnapTrade-based b... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 932 次。

如何安装 Portfolio Trader?

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

Portfolio Trader 是免费的吗?

是的,Portfolio Trader 完全免费(开源免费),可自由下载、安装和使用。

Portfolio Trader 支持哪些平台?

Portfolio Trader 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 Trader?

由 brendanwood(@brendanwood)开发并维护,当前版本 v1.1.0。

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