A professional-grade financial toolkit for portfolio optimization, risk parity analysis, and automated backtesting using multi-source market data.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install financial-analysis
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 financial-analysis 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 Financial Analysis Skill?
The Financial Analysis Skill is a comprehensive suite designed for developers and investors to perform sophisticated quantitative analysis within the Openclaw Skills ecosystem. It enables AI agents to retrieve real-time and historical data for various asset classes—including stocks, ETFs, and cryptocurrencies—from free APIs like Yahoo Finance and Alpha Vantage. By synthesizing raw data into actionable intelligence, the skill empowers users to make data-driven investment decisions.
At its core, the skill focuses on investment portfolio management and risk assessment. It utilizes advanced mathematical models to calculate asset allocation, risk metrics, and performance indicators. Whether you are managing a personal portfolio or developing an automated trading strategy, this skill provides the necessary framework for professional financial reporting and high-fidelity visualizations.
Financial Analysis Skill Use Cases
- Backtesting investment strategies using historical market data to validate risk parity models.
- Generating automated monthly rebalancing reports for multi-asset portfolios.
- Analyzing the risk contribution of individual assets (stocks, crypto, ETFs) within a diversified fund.
- Visualizing correlation heatmaps and return curves to identify diversification gaps.
How Financial Analysis Skill Works
- The skill retrieves asset price data from configured sources such as Yahoo Finance, Alpha Vantage, or local CSV files.
- It processes raw returns using an expanding window methodology to calculate historical volatility while strictly avoiding look-ahead bias.
- The risk parity engine calculates optimal asset weights by equalizing the risk contribution of each portfolio component.
- A backtesting simulation is executed, applying monthly rebalancing logic to track cumulative returns and drawdowns.
- The system generates a comprehensive performance report and a suite of high-resolution charts (PNG) for visual analysis.
Financial Analysis Skill Setup
To integrate this into your Openclaw Skills environment, install the necessary Python dependencies and configure your API credentials:
pip install yfinance pandas numpy matplotlib seaborn plotly
Ensure you set your API key if using Alpha Vantage:
export ALPHA_VANTAGE_API_KEY=your_key_here
Financial Analysis Skill Data Schema & Taxonomy
The skill utilizes structured JSON and CSV formats for data management. Below is the primary schema for portfolio configuration and the resulting analysis output:
| File Type | Format | Description |
|---|---|---|
| Portfolio Config | JSON | Maps asset tickers (e.g., AAPL, BTC) to their target weights. |
| Market Data | CSV | Required for local analysis; must contain Date and Return percentage columns. |
| Analysis Report | TXT | A detailed summary of Sharpe ratios, Max Drawdown, and Annualized Returns. |
| Metrics Data | JSON | Raw calculated data for further programmatic processing. |
Financial Analysis Skill Advanced Features
- Expanding Window Logic: Calculates volatility using only available historical data to ensure backtest integrity and prevent data leakage.
- Dynamic Monthly Rebalancing: Automatically recalibrates portfolio weights based on shifting market volatility regimes.
- Multi-Asset Support: Native integration for global stocks via yfinance and local market data via CSV imports.
- Automated Visualization Suite: Generates five distinct chart types, including rolling weight changes and asset correlation heatmaps.
- Risk Parity Optimization: Sophisticated weight calculation where each asset contributes equally to the total portfolio risk.
SKILL.md
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