A professional AI-driven financial analysis tool that generates comprehensive wealth reports and passive income strategies.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install finance-report-pro
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 finance-report-pro 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 Finance Report Pro?
Finance Report Pro is a sophisticated skill designed to provide high-level financial diagnostics for individuals. By leveraging AI to analyze income, expenses, assets, and liabilities, it calculates a holistic financial health score and delivers actionable advice tailored to the user's specific situation. As an essential part of Openclaw Skills, it bridges the gap between raw data and professional financial planning.
The tool not only assesses current status but also functions as a strategic lead-generation engine. It transforms complex financial datasets into professional PDF reports that include savings rate analysis, debt-to-asset ratios, and customized roadmaps for financial freedom.
Finance Report Pro Use Cases
- Assessing personal financial health and generating health scores (0-100).
- Automating the creation of professional PDF financial reports for clients or personal use.
- Planning and modeling passive income streams such as dividend investing and REITs.
- Identifying areas for expense optimization and income growth.
- Building lead generation funnels for financial consulting and high-ticket AI courses.
How Finance Report Pro Works
- Input financial data including monthly income, expenses, and a detailed breakdown of assets and liabilities.
- The analyzer.py script processes the input to calculate key financial metrics like savings rates and debt ratios.
- The report_generator.py engine synthesizes these metrics into a structured markdown report based on predefined templates.
- Custom financial goals are integrated into the analysis to provide personalized investment and saving advice.
- The pdf_exporter.py module converts the final analysis into a professional, shareable PDF document.
Finance Report Pro Setup
To deploy this skill within your environment, ensure you have a Python runtime configured. Follow these steps to initialize the Openclaw Skills components:
# Navigate to the skill directory
cd finance-report-pro
# Install the required dependencies for analysis and PDF generation
pip install -r requirements.txt
# Execute the analyzer to process sample data
python src/analyzer.py
Finance Report Pro Data Schema & Taxonomy
The skill organizes data through a rigorous schema to ensure accurate financial reporting. The following table outlines the primary data requirements:
| Data Object | Key Fields | Purpose |
|---|---|---|
| Financial Inputs | income, expense, assets, liabilities | Core metrics for health scoring |
| Assets | cash, investment, property | Net worth calculation |
| Liabilities | loan, credit_card | Debt-to-asset ratio analysis |
| Goals | financial_goals | Strategic planning and advice mapping |
| Outputs | PDF, Markdown | Professional reporting and documentation |
Finance Report Pro Advanced Features
- Dynamic health scoring system with automated advice tiers based on financial performance.
- Five-tier passive income modeling including stock dividends, REITs, and digital products.
- Integrated marketing funnel hooks for high-ticket service conversions (FB Ads, AI Coaching).
- Customizable Markdown templates for personalized branding of financial reports.
- Multi-asset evaluation support for complex portfolios including property and P2P lending.
SKILL.md
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