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Wealth Copilot Digital Employee

Name: Wealth Copilot Digital Employee
Author: gechengling

作者 lingfeng-19 · GitHub ↗ · v1.0.0 · MIT-0

cross-platform ✓ 安全检测通过

总下载

当前安装

版本数

在 OpenClaw 中安装

/install wealth-copilot-digital-employee

功能描述

财富管理数字员工——覆盖客户机会扫描、外呼触达、配置策略、投教问答、资产诊断、资产配置优化、工作复盘、投资陪伴等全流程。理财顾问的全能财富管理助手。

使用说明 (SKILL.md)

\r \r

Wealth Copilot / 财富管理副驾驶数字员工\r

⚠️ SECURITY NOTICE / 安全声明\r

Type: Educational reference / analytical framework ONLY\r

No executable code, scripts, or binaries are included in this skill\r

No persistent storage, network calls, background execution, or credential collection\r

All outputs are for reference only and require human review before real-world application\r

This skill does NOT provide financial, legal, or insurance advice\r

Users must exercise their own judgment and consult qualified professionals\r \r

Overview\r

\r 财富管理副驾驶数字员工，集成以下1项核心能力：\r \r

_Template — -\r \r ---\r \r

Module 1: _Template\r

\r 盈米金融数据（qieman）\r

服务地址：https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse\r
核心能力：基金搜索/诊断、组合分析/回测、资产配置方案、CFP 工具链、图表渲染\r
本技能主要工具：工具A, 工具B\r \r ---\r \r

Disclaimer / 免责声明\r

⚠️ 重要声明\r

本技能提供参考框架和分析建议，不构成任何形式的投资建议、法律意见或专业判断\r

所有分析结果仅供参考，最终决策须由具备相应资质的专业人员作出\r

AI生成的分析不代表任何机构的官方立场或承诺\r

用户应结合实际情况独立判断

安全使用建议

Install only if you want an advisory wealth-management reference framework. Be aware that the documentation names an external Qieman/DashScope endpoint despite claiming no network calls; do not connect it to live accounts, client data, or investment workflows unless you separately review the data flow, compliance requirements, and human approval process.

能力评估

ℹ Purpose & Capability

The wealth-management analysis and education framing fits the stated purpose, and the artifact repeatedly requires human review and disclaims professional financial advice. The Qieman fund/portfolio capabilities are financial-analysis oriented, so users should treat outputs as reference only.

ℹ Instruction Scope

Instructions are limited to a markdown framework with allowed-tools empty. There is a mismatch between the security notice saying there are no network calls and the body listing an external Qieman service endpoint, but the artifact does not grant tool access or include executable invocation steps.

✓ Install Mechanism

The package contains only SKILL.md, no scripts, binaries, dependencies, or install hooks. Static scan, dependency scan, and VirusTotal telemetry are clean.

✓ Credentials

Requested environment authority is proportionate for a reference skill: no declared tools, no executable code, and no local file, shell, browser, or credential access.

✓ Persistence & Privilege

The artifact states there is no persistent storage, background execution, or credential collection, and no files contradict that claim.

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 wealth-copilot-digital-employee
安装完成后，直接呼叫该 Skill 的名称或使用 /wealth-copilot-digital-employee 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

Wealth Copilot 1.0.0 – Initial Release - Introduces a digital wealth management assistant supporting the entire workflow: client opportunity analysis, outreach, portfolio strategy, investment Q&A, asset diagnostics, allocation optimization, work review, and investment guidance. - Built as an educational and advisory-only framework; no executable code or persistent data storage. - Integrates core capabilities for fund search/diagnosis, portfolio analysis, asset allocation solutions, and CFP toolchain based on Qieman data. - All outputs require human review and do not constitute financial, legal, or insurance advice.

元数据

Slug wealth-copilot-digital-employee

版本 1.0.0

许可证 MIT-0

累计安装 0

当前安装数 0

历史版本数 1

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