A CLI-based portfolio management tool for tracking ETF performance and setting automated price alerts.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install etf-finance
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 etf-finance 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 ETF Finance Portfolio Manager?
The ETF Finance skill provides a comprehensive environment for managing investment portfolios directly from your development workspace. As a versatile component of Openclaw Skills, it enables users to track holdings across US and Chinese markets, integrating data from Yahoo Finance and Tencent Finance to provide real-time valuation and profit/loss analysis.
This skill is designed for technical users who prefer a lightweight, scriptable alternative to heavy financial applications. It simplifies position management and ensures you stay informed of market movements through a structured CLI workflow while maintaining your data locally.
ETF Finance Portfolio Manager Use Cases
- Monitoring real-time profit and loss across diverse ETF holdings.
- Setting automated price alerts to capture market opportunities.
- Managing global investment positions including US and A-share funds.
- Generating daily portfolio summaries via terminal commands.
How ETF Finance Portfolio Manager Works
- Add position data including symbol, cost basis, and quantity to the local database via Python scripts.
- Fetch the latest market prices using integrated financial data providers like Yahoo Finance.
- Run P/L calculation scripts to assess portfolio performance against the original cost basis.
- Execute alert checks to identify if target price conditions (up or down) have been met.
ETF Finance Portfolio Manager Setup
To get started with this skill within Openclaw Skills, navigate to the skill directory and run the installation script:
cd ~/.openclaw/workspace/skills/etf-investor
bash scripts/install.sh
To add a new position, use the following syntax:
python3 scripts/add_position.py SPY 150.50 100 "S&P 500 ETF"
ETF Finance Portfolio Manager Data Schema & Taxonomy
The skill manages data locally using JSON files located in ~/.clawdbot/etf_investor/ to ensure privacy and speed.
| File | Key Data Points |
|---|---|
positions.json |
Symbol, name, buy_price, quantity, current_price, and last_updated timestamp. |
alerts.json |
Symbol, target_price, condition (price_up/down), and triggered status. |
ETF Finance Portfolio Manager Advanced Features
- Cron job integration for periodic price and alert monitoring (e.g., hourly checks).
- Multi-source data fetching supporting both US ETFs and international funds.
- Batch price updates for entire portfolios with a single command.
- Mathematical calculation of market value, cost basis, and percentage-based ROI.
SKILL.md
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