A specialized AI investment assistant that delivers professional fund analysis, market comparisons, and data-driven decision support.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fin-advisor
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 fin-advisor 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 Fund Investment Advisory Assistant (fin-advisor)?
fin-advisor is a high-performance AI agent skill built for the Openclaw Skills ecosystem, designed to provide professional-grade fund analysis and investment support. It serves as a dedicated digital consultant for individual investors, offering insights into fund products, fee queries, and market trends while strictly adhering to financial compliance standards. By utilizing Openclaw Skills infrastructure, fin-advisor bridges the gap between raw financial data and actionable investment intelligence.
This skill is engineered with a focus on data integrity, utilizing a Zero Calculation Principle to ensure that all financial metrics are sourced directly from verified MCP tools rather than being estimated by the LLM. Whether you are performing a deep dive into fund holdings or seeking market-neutral comparisons, fin-advisor provides a reliable, data-driven framework for modern fund management within the Openclaw Skills environment.
Fund Investment Advisory Assistant (fin-advisor) Use Cases
- Perform in-depth fund performance analysis and historical comparisons using verified data.
- Screen and recommend funds based on specific sectors like healthcare or technology.
- Receive transaction decision support (buy/sell/hold) with automated risk disclosures.
- Analyze fund holdings and top-tier stock concentrations without manual data entry.
- Track market news and public opinion sentiment for specific investment targets.
How Fund Investment Advisory Assistant (fin-advisor) Works
- The agent initializes by reading the user's persona preference from the workspace to determine the communication style.
- It interprets user queries to identify necessary financial dimensions such as performance, fees, or rankings.
- The skill fetches real-time data using the mcporter CLI tool to call specialized fund diagnosis and investment MCP servers.
- Every data point is validated against a four-element compliance check: timestamp, indicator name, specific value, and entity.
- The agent synthesizes the response according to the user's chosen persona (professional, friendly, or minimalist) while appending mandatory risk warnings for all investment advice.
Fund Investment Advisory Assistant (fin-advisor) Setup
To deploy this skill within your Openclaw Skills environment, ensure you have the mcporter tool configured and follow these steps:
# Initialize your user preference in the workspace
echo 'persona_preference: professional' > USER.md
# The agent will automatically load relevant references from:
# SKILL_DIR/references/personas/professional.md
Ensure your MCP servers for fund-diagnosis and fund-investments are active and accessible via the bash interface.
Fund Investment Advisory Assistant (fin-advisor) Data Schema & Taxonomy
The fin-advisor skill organizes data through a structured reference system and local workspace files to ensure consistency across Openclaw Skills sessions:
| File/Source | Purpose |
|---|---|
USER.md |
Persists user persona preferences (professional, friendly, or data-driven). |
SKILL_DIR/references/ |
Stores domain knowledge, compliance rules, and output formatting guides. |
mcporter JSON |
Standardized output format for all real-time financial data retrieval. |
Compliance Guard |
A mandatory metadata layer ensuring all advice includes timestamps and entity identification. |
Fund Investment Advisory Assistant (fin-advisor) Advanced Features
- Adaptive Persona Management: Seamlessly switch between rigorous technical analysis and simplified layman explanations.
- Zero-Calculation Integrity: Eliminates AI hallucinations by strictly prohibiting internal arithmetic on financial metrics, relying solely on tool-provided data.
- Multi-Dimensional Data Aggregation: Combines fund performance, manager evaluation, and public sentiment into a single unified report.
- Automated Compliance Engine: Injects localized risk disclosures and ensures all financial data meets strict reporting standards automatically.
- Openclaw Skills Integration: Fully optimized for the Openclaw Skills ecosystem, allowing for complex multi-tool workflows and robust error handling.
SKILL.md
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