A professional-grade framework for end-to-end investment analysis, risk management, and portfolio construction across stocks and crypto.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install afrexai-investment-engine
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 afrexai-investment-engine 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 Investment Analysis & Portfolio Management Engine?
The Investment Analysis & Portfolio Management Engine is a sophisticated, zero-dependency methodology designed for AI agents. It provides a structured 12-phase workflow that moves from initial thesis development to final trade execution and performance tracking. By utilizing this within Openclaw Skills, developers and investors can automate complex financial tasks such as fundamental equity analysis, crypto on-chain signal tracking, and macro regime detection.
This skill enforces institutional-grade discipline by requiring documented edges and invalidation criteria before any trade is executed. It integrates technical analysis with momentum indicators and valuation multiples, ensuring that every position is backed by data-driven conviction. The engine is built to handle multiple asset classes, including ETFs, bonds, and alternatives, making it a versatile tool for modern portfolio management.
Investment Analysis & Portfolio Management Engine Use Cases
- Creating data-backed investment theses for stocks and crypto with clear bull, base, and bear scenarios.
- Calculating optimal position sizes using the Kelly Criterion or fixed-fractional risk models to protect account equity.
- Performing automated technical analysis to identify trend alignment, support levels, and momentum divergences.
- Monitoring portfolio heat and asset correlations to ensure total exposure remains within safe limits.
- Identifying tax-loss harvesting opportunities by tracking unrealized losses against holding periods.
How Investment Analysis & Portfolio Management Engine Works
- The process begins with a Quick Health Check to ensure fundamental investment principles are being met.
- The engine generates a Thesis Brief, identifying the specific market edge and defining price, thesis, and time-based invalidation points.
- A multi-step analysis phase is triggered, involving fundamental metrics (valuation multiples, financial health) and technical price action.
- Risk management rules are applied to determine the precise dollar risk and position size based on current account equity.
- Trade execution is planned using specific order types (Limit, Market, or Scaled) and logged into a trade journal.
- Ongoing performance is monitored via a daily dashboard and monthly reviews to calculate metrics like Sharpe Ratio and Alpha.
Investment Analysis & Portfolio Management Engine Setup
To integrate this engine into your environment, ensure your agent has access to the core logic defined in the markdown documentation. Use the following command structure to initialize the environment:
# Enable the investment management logic within your workspace
openclaw skills install investment-engine
# Run a health check to verify the logic is active
openclaw skills call investment-engine "Portfolio health check"
Investment Analysis & Portfolio Management Engine Data Schema & Taxonomy
The engine organizes data using structured YAML templates for consistency across different asset types. Key data structures include:
| Schema Type | Components | Purpose |
|---|---|---|
| thesis | ticker, edge, scenarios, invalidation | Documents the logical basis for a trade. |
| valuation | pe_ratio, ev_ebitda, fcf_yield | Tracks fundamental value metrics. |
| crypto_analysis | network_activity, tokenomics, on_chain | Analyzes digital asset health. |
| trade_journal | entry_price, stop_loss, risk_reward | Logs historical performance for review. |
| risk_rules | max_portfolio_heat, max_single_position | Enforces hard constraints on capital. |
Investment Analysis & Portfolio Management Engine Advanced Features
- Smart DCA (Dollar Cost Averaging) multipliers that increase buy amounts during oversold conditions (e.g., RSI < 30).
- Market Regime Detection to adjust strategy based on VIX levels and moving average trends.
- Automated correlation matrix generation to prevent over-concentration in highly correlated tech or crypto assets.
- Tax-efficient account allocation logic to prioritize high-growth assets in Roth IRAs.
- Sentiment indicator synthesis, combining traditional market fear/greed indices with crypto-specific funding rates.
SKILL.md
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