Description

Chinese mutual fund intelligent advisor with real-time valuation, buy/sell suggestions, profit tracking, SIP planning, OCR recognition, and stock-fund linkag...

README (SKILL.md)

Fund Keeper - Intelligent Fund Advisor

Name: Fund Keeper
Author: tangepier-crypto

A comprehensive tool for Chinese mutual fund management with real-time valuation, buy/sell suggestions, and portfolio tracking.

Quick Start

1. Install Dependencies

pip install akshare pandas requests

2. Create Fund List

Create your portfolio in workspace/funds/my-funds.md:

# My Fund Portfolio

## Holdings

| Fund Code | Fund Name | Shares | Cost NAV | Notes |
|---------|---------|---------|---------|------|
| 000001  | HuaXia Growth | 10000 | 1.500 | SIP |
| 110011  | YiFangDa SME | 5000 | 2.300 | Long-term |

3. Commands

# View portfolio P&L
fund-keeper portfolio

# Get buy/sell suggestions
fund-keeper advice

# View config
fund-keeper config

# Modify config
fund-keeper config --set alert_threshold=2.0

# Reset config
fund-keeper config --reset

# Add fund from screenshot
fund-keeper add-from-image screenshot.png

# View market overview
fund-keeper market

# Set alert
fund-keeper alert --fund 000001 --price 1.800

Core Features

1. Real-time Valuation

Fetch real-time NAV estimates from public sources
Compare with historical NAV, calculate daily change
Support QDII funds (HK/US markets)

2. Buy/Sell Suggestions

Based on comprehensive analysis:

Valuation: PE/PB historical percentile
Technical: Moving averages, MACD, RSI
Market Sentiment: Capital flow, news
Cost Basis: Compare with your holding cost

Suggestion Levels:

Strong Sell: Overvalued + technical top divergence
Consider Selling: Overvalued or profit target reached
Hold: Normal range
Consider Buying: Undervalued or SIP opportunity
Strong Buy: Significantly undervalued + technical bottom divergence

3. OCR Fund Recognition

Support screenshot recognition from:

Alipay fund holdings
Fund platform screenshots
Bank app fund pages

Auto-extract:

Fund code
Fund name
Shares held
Amount

4. Smart Alerts

NAV reaches target price
Daily change exceeds threshold
Market volatility
SIP date reminders

Fund Search

py fund_keeper.py search --name gold     # Search by name
py fund_keeper.py search --fund 000218   # View fund details

Portfolio Management

# Edit fund
py fund_keeper.py edit --fund 000218    # Interactive edit
py fund_keeper.py edit --fund 000218 --field amount --value 10000

# Remove fund
py fund_keeper.py remove --fund 000218

Editable Fields

name - Fund name
amount - Amount held
profit - Take profit %
stop - Stop loss %
day - SIP day
note - Notes

Gold Investment Report

py fund_keeper.py gold

Includes:

International gold price (AUTD)
Gold fund (000218) real-time NAV
Investment suggestions (buy/hold/sell)

Profit Visualization

py fund_keeper.py stats           # Basic stats
py fund_keeper.py stats --chart   # With charts
py fund_keeper.py trend           # 7-day trend

Data Sources & Caching

Multi-source Support:

TTJJ (default, fastest)
EastMoney
Sina Finance (backup)

Caching:

Auto-cache results (30 min valid)
Offline mode: --offline

Important Notes

Investment Risk

This tool is for reference only, not investment advice
Market risks exist, invest carefully
Diversification recommended

Data Delay

Mutual fund NAV updates once daily (evening)
Real-time estimates are approximations
QDII funds have T+2 delay

Stock-Fund Linkage (v2.2)

Link with stock-analysis skill:

# Recommend funds by sector
python stock_fund_linkage.py --sector semiconductor

# Analyze fund holdings
python stock_fund_linkage.py --fund 000218

Scheduled Tasks

# Daily 15:00 after market close
openclaw cron add --name "fund-check" --cron "0 15 * * 1-5" \
  --session isolated --message "Check fund valuation and generate report"

# Weekly report on Monday 8:00
openclaw cron add --name "fund-weekly" --cron "0 8 * * 1" \
  --session isolated --message "Generate weekly fund portfolio report"

Related Files

funds/my-funds.md - Portfolio list
funds/config.json - Configuration
funds/history.md - Transaction history
memory/fund-learnings.md - Investment insights

Long-term investing, rational decisions. 🐔

Usage Guidance

This skill appears internally consistent with its stated purpose. Before installing or running it: (1) Review and back up any existing workspace 'funds' directory since the skill will read/write files there; (2) be aware it makes network requests to public financial sites and will download EasyOCR models (~100MB) on first use; (3) install and run in an isolated environment (or non-privileged account) if you want to limit risk from any third-party Python packages; (4) if you plan to enable scheduled runs (openclaw cron), confirm the scheduled messages/commands and run them in an isolated session; (5) if you need higher assurance, audit the included Python files (requests/akshare usage) or run the tool in a container before trusting sensitive data.

Capability Analysis

Type: OpenClaw Skill Name: fund-keeper Version: 2.6.0 The "fund-keeper" bundle is a legitimate financial management tool designed for tracking Chinese mutual funds and stocks. The code utilizes standard libraries such as `requests`, `pandas`, and `easyocr` to fetch real-time valuation data from public financial APIs (e.g., EastMoney, Sina Finance) and process portfolio information stored in local Markdown and JSON files. Analysis of the primary logic in `fund_keeper.py` and `fund_stats.py` shows no evidence of data exfiltration, malicious execution, or harmful prompt injection; all network and file system operations are strictly aligned with the stated purpose of fund tracking and investment analysis.

Capability Assessment

✓ Purpose & Capability

The name/description match the included Python modules: fund data fetching (ttjj/eastmoney/sina), stock integration, OCR, portfolio/stats and caching. Declared pip dependencies (akshare, pandas, requests, easyocr) are used by the code. The network domains in SKILL.md correspond to the public financial data sources the code queries.

✓ Instruction Scope

SKILL.md and the scripts limit activity to fetching public financial data, OCR of images, and reading/writing files under a 'funds' workspace (my-funds.md, cache, config, transactions). The SKILL.md cron examples schedule checks but do not themselves require extra credentials. The code does attempt to locate a workspace funds directory at a few locations (skill-local funds or a workspace-level funds path), which is reasonable for a CLI tool but means it may read/write files in a workspace 'funds' directory if present.

ℹ Install Mechanism

This is an instruction-only skill (no platform install spec) but includes code files. Dependencies are installed via pip (akshare, pandas, requests, easyocr). easyocr will download OCR model files (~100MB) to the user home (~/.EasyOCR/model) at first use; this is normal for OCR but is a large network download and should be expected. No arbitrary binary or network-download install URLs are embedded in the skill.

✓ Credentials

The skill requires no environment variables or credentials. It only accesses public web APIs and local workspace files. There are no requests for unrelated secrets or system configuration.

✓ Persistence & Privilege

always:false and default autonomous invocation are used. The skill reads and writes its own workspace 'funds' files and cache, which is expected for a portfolio manager. It does not attempt to modify other skills or global agent configs in the provided code.

Version History

v2.6.0

Added network metadata declaration, translated to English, removed third-party app references

v2.7.0

fund-keeper 2.7.0 Changelog - Major SKILL.md documentation upgrade: detailed usage instructions, command explanations, advanced features, and sample outputs now included. - Expands feature descriptions on OCR识图添加基金、股票-基金联动、定时任务、黄金投资报告、收益可视化和多数据源缓存。 - Step-by-step guides for configuration,持仓管理, 数据源说明, and常见命令 added for easier onboarding. - Clarifies configuration options, per-fund settings, and multi-source fallback mechanisms. - Includes section on注意事项, examples, and board-to-fund mapping reference for practical investing scenarios.

Metadata

Slug fund-keeper

Version 2.6.0

License MIT-0

All-time Installs 0

Active Installs 0

Total Versions 2

Frequently Asked Questions

What is Fund Keeper?

Chinese mutual fund intelligent advisor with real-time valuation, buy/sell suggestions, profit tracking, SIP planning, OCR recognition, and stock-fund linkag... It is an AI Agent Skill for Claude Code / OpenClaw, with 337 downloads so far.

How do I install Fund Keeper?

Run "/install fund-keeper" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Fund Keeper free?

Yes, Fund Keeper is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Fund Keeper support?

Fund Keeper is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Fund Keeper?

It is built and maintained by tangepier (@tangepier-crypto); the current version is v2.6.0.

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