A comprehensive fund monitoring and technical analysis agent designed to track net values, price alerts, and investment performance across multiple platforms.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fund-168
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 fund-168 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 Monitor & Technical Analysis Skill?
This skill provides a powerful suite for investors to manage their fund portfolios through an automated agent. It specializes in tracking both mutual funds and ETFs, calculating technical indicators like pressure and support levels based on customizable Moving Averages (MA), and sending real-time notifications to enterprise messaging platforms. By utilizing Openclaw Skills for financial management, users can bridge the gap between raw market data and actionable investment insights without manual oversight.
The tool is built with resilience in mind, featuring a multi-tiered API fallback strategy to ensure data availability even if primary sources are throttled. It supports full portfolio tracking, including profit and loss calculations, and offers robust data export capabilities for long-term record keeping.
Fund Monitor & Technical Analysis Skill Use Cases
- Automated daily monitoring of fund net values at specific market times.
- Receiving instant notifications when a fund's growth or decline exceeds a defined threshold.
- Using technical pressure and support level calculations to assist in rebalancing buy or sell orders.
- Tracking the weighted average cost and floating profit/loss of multiple fund holdings.
- Generating local backups of task details and technical data in CSV or Excel formats for offline analysis.
How Fund Monitor & Technical Analysis Skill Works
- The user adds fund codes (Mutual Funds or ETFs) to a local watchlist managed by the agent.
- The skill fetches real-time and historical net value data through a sequence of prioritized APIs.
- It performs technical analysis, calculating Moving Averages and identifying price pressure/support points based on the current net value.
- Independent cron-style tasks are scheduled for each fund to distribute API load and ensure timely execution.
- If thresholds are met or scheduled times arrive, the agent formats a report and pushes it via selected channels like WeChat, DingTalk, Feishu, or Email.
Fund Monitor & Technical Analysis Skill Setup
# Install the necessary Python dependencies
pip install requests openpyxl
# Add a fund to your tracking list
python fund_monitor_wechat.py add 000001 "Example Fund" "Mutual Fund"
# Set up your notification webhook (e.g., Enterprise WeChat)
python fund_monitor_wechat.py webhook https://qyapi.weixin.qq.com/cgi-bin/webhook/send?key=YOUR_KEY
# Batch create monitoring tasks for the market close
python fund_monitor_wechat.py task batch 14:30 1
# Run a system self-check to verify connectivity
python fund_monitor_wechat.py doctor
Fund Monitor & Technical Analysis Skill Data Schema & Taxonomy
The skill organizes its operations through a structured data directory using the following schema:
| File | Description |
|---|---|
data/watchlist.json |
Stores tracked fund codes, names, and types. |
data/config.json |
Global settings, scheduled task intervals, and backup configurations. |
data/holdings.json |
User-defined cost basis and unit counts for profit tracking. |
data/push_channels.json |
Credentials and endpoints for various notification platforms. |
data/alert_config.json |
Specific threshold triggers for price alerts. |
data/logs/ |
Daily logs documenting API responses and task status. |
Fund Monitor & Technical Analysis Skill Advanced Features
- Multi-tier API Fallback: Automatically rotates between Eastmoney, DoctorXiong, and Tencent APIs to maintain high data availability.
- Intelligent Task Scheduling: Supports independent task mode where each fund runs on its own timer to bypass rate limits.
- Customizable Technical Indicators: Users can set custom Moving Average (MA) periods including 5, 10, 20, 30, and 60 days.
- System Doctor: A built-in diagnostic tool that verifies API health, file permissions, and environment dependencies.
- Multi-Channel Push: Capability to send simultaneous alerts to different platforms including Email (SMTP) and various Webhooks.
- Precise Profit/Loss Tracking: Supports multiple buy-in records and automatically calculates the weighted average cost.
SKILL.md
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