A professional-grade investment portfolio analysis tool for the Chinese A-share market that provides risk assessments, industry exposure reports, and rebalancing suggestions.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install a-share-portfolio
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install a-share-portfolio using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is A-Share Portfolio Manager?
A-Share Portfolio Manager is a comprehensive financial analysis tool designed for investors navigating the Chinese equity markets. By integrating directly with real-time market data and financial metrics via cn-stock-data, it transforms raw holding lists into actionable insights. Whether you are an institutional player requiring formal reports or a retail trader seeking a quick review, this skill provides the analytical depth needed to manage risk and performance.
As part of the Openclaw Skills ecosystem, it bridges the gap between simple price tracking and complex quantitative analysis. It evaluates portfolios based on concentration (HHI Index), style factors (Value vs. Growth), and financial health, ensuring that users have a clear understanding of their market positioning and potential vulnerabilities.
A-Share Portfolio Manager Use Cases
- Periodic portfolio health checks to identify over-concentration in specific stocks or industries.
- Comparative analysis against benchmarks like the CSI 300 or CSI 500 to gauge relative performance.
- Financial risk screening to identify holdings with high debt-to-asset ratios or negative news sentiment.
- Tactical rebalancing during market shifts to align holdings with target style exposures such as Dividend or Growth factors.
- Generating professional institutional-grade PDF reports for portfolio performance reviews.
How A-Share Portfolio Manager Works
- Data Collection: The skill gathers user holding details including stock codes, quantities, and cost basis.
- Real-time Snapshot: It fetches the latest market quotes and financial indicators using cn-stock-data scripts.
- Characteristic Analysis: Calculates concentration metrics (Top 3/5 holdings) and the HHI index while mapping industry and style exposure (PE, PB, ROE).
- Risk Assessment: Flags specific risks such as individual stock weight exceeding 30%, financial distress, or high industry correlation.
- Optimization Logic: Generates specific suggestions for trimming, adding, or replacing positions based on the analysis.
- Style-Specific Output: Produces either a detailed 'formal' report or a 'brief' summary based on user preference.
A-Share Portfolio Manager Setup
To utilize this skill, ensure you have the cn-stock-data scripts configured within your environment. Install dependencies and run via the following commands:
# Navigate to the skills root and ensure scripts are executable
cd $SKILLS_ROOT/cn-stock-data/scripts
# Example: Fetching latest quotes for a portfolio
python cn_stock_data.py quote --code 600519,000858,601318
# Example: Running the portfolio analysis script
python scripts/run_skill.py --input portfolio_data.json
A-Share Portfolio Manager Data Schema & Taxonomy
The skill organizes data into a structured format for both input and reporting. Key data structures include:
| Component | Description | Key Metrics |
|---|---|---|
| Holding Snapshot | Current market value vs cost | Total P/L, Weighted Return, Market Cap |
| Exposure Matrix | Industry and Style mapping | PE (TTM), PB, ROE, Dividend Yield |
| Risk Indicators | Safety and concentration alerts | Asset-Liability Ratio, Max Drawdown, ST Status |
| Benchmark Data | Comparison against indices | Tracking Error, Active Share vs CSI 300 |
A-Share Portfolio Manager Advanced Features
- Multi-style reporting: Switch between 'Formal' (8-page institutional style) and 'Brief' (2-page summary) modes.
- Cross-skill integration: Seamlessly hand off individual stocks to a-share-earnings-analysis or a-share-technical for deeper technical dives.
- Northbound Flow tracking: Analyze foreign capital attitudes toward your specific portfolio holdings.
- Custom Benchmarking: Support for user-defined benchmarks beyond the default CSI 300.
- Strategy-aware advice: Recommendations respect user-defined strategies, such as intentional concentration.
SKILL.md
Loading
Related Openclaw Skills
System Hardening Checklist API
A professional security assessment platform that evaluates infrastructure hardening against industry-standard compliance frameworks like CIS, NIST, and ISO 27001.
gog-jarvis
A powerful CLI tool for managing Google Workspace services including Gmail, Calendar, Drive, and Sheets directly from your terminal or AI agent.
Healthcheck
A lightweight Node.js-based health tracking utility for monitoring hydration and sleep cycles through structured JSON storage.
Job Hunter Automation
A comprehensive automation suite for managing resumes, job platform tracking, and automated Gmail job applications.
Weight Tracker
A cross-platform weight loss tracking assistant that transforms daily weight logs into professional visual progress charts.
Bill Monitor
A smart financial assistant that monitors household utility bills, flags unexpected price hikes, and suggests cheaper alternatives.
Featured*
