A comprehensive fund investment assistant for screening, Dollar-Cost Averaging (DCA) strategies, and professional asset allocation.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fund-advisor-cn
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-advisor-cn 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 Advisor?
Fund Advisor is a specialized tool designed to simplify the complexities of mutual fund investing. It serves as a digital investment consultant, providing users with the analytical capabilities needed to perform rigorous fund screening, calculate potential returns, and assess risk profiles. Whether you are managing a simple savings plan or a complex diversified portfolio, this skill integrates professional-grade financial logic into your workflow.
By leveraging the Openclaw Skills framework, Fund Advisor helps investors transition from emotional decision-making to data-driven strategies. It focuses on modern portfolio theory principles, helping users balance equity and debt instruments while providing actionable rebalancing advice to maintain target asset allocations over time.
Fund Advisor Use Cases
- Screening for high-performing mutual funds based on risk-adjusted returns.
- Creating and simulating Dollar-Cost Averaging (DCA) investment plans.
- Calculating expected annual yields across different fund categories.
- Professional asset allocation and portfolio rebalancing for long-term growth.
- Evaluating risk tolerance and matching it with suitable investment vehicles.
How Fund Advisor Works
- The user initiates the skill to define their investment goals and risk appetite.
- The advisor analyzes available fund data to screen for options that match the user's criteria (e.g., stock-heavy vs. bond-heavy).
- It generates a customized DCA strategy or asset allocation model based on professional financial benchmarks.
- Users receive specific rebalancing suggestions to ensure their portfolio remains aligned with their original risk-reward profile.
- Ongoing performance monitoring provides clarity on expected versus actual yield.
Fund Advisor Setup
To get started with Fund Advisor, ensure you have the Openclaw Skills environment configured. You can interact with the advisor using the following CLI commands:
Fund Advisor Data Schema & Taxonomy
Fund Advisor organizes investment data through a structured taxonomy to ensure clarity in financial reporting:
| Component | Description |
|---|---|
| Fund Profiles | Categorized by type (Stock, Bond, Hybrid), risk level, and historical yield. |
| Strategy Metadata | Stores DCA frequency, investment amounts, and target duration. |
| Risk Metrics | Includes volatility markers and expected annual return percentages. |
| Portfolio Ledger | Tracks current holdings and calculates the deviation for rebalancing alerts. |
Fund Advisor Advanced Features
- Multi-factor fund screening based on professional management performance and research.
- Automated rebalancing recommendations to mitigate risk during high market volatility.
- Detailed return-on-investment (ROI) simulations for different market scenarios.
- Support for micro-investing strategies with low entry barriers (from 10 CNY).
- Seamless integration with other financial Openclaw Skills for comprehensive wealth management.
SKILL.md
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