A sophisticated framework for parameterizing and executing Chinese mutual fund strategies based on price drawdown, DCA, and cash-pool management.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fund-buying-decision
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-buying-decision 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 Buying Decision?
The Fund Buying Decision skill provides a robust, programmable framework for managing Chinese mutual fund investments. As a core component of Openclaw Skills, it enables users to define complex trading strategies that involve price drawdown thresholds, recurring dollar-cost averaging (DCA), and strict risk management limits. This skill effectively bridges the gap between raw financial data sources like Eastmoney and actionable trading decisions, ensuring that every move is backed by predefined logic rather than emotion.
By centralizing strategy parameters in a reusable configuration, it allows for high-precision portfolio management. The skill handles everything from daily data ingestion to generating reminders and evaluating trade execution, making it an essential tool for developers looking to automate their financial workflows within the Openclaw Skills ecosystem.
Fund Buying Decision Use Cases
- Automating weekly DCA contributions to index or equity funds based on specific weekdays.
- Executing multi-tier dip-buying strategies triggered by 5%, 10%, or 15% price drawdowns.
- Managing a dedicated cash pool to ensure position ratios stay within predefined risk boundaries.
- Generating comprehensive fund reports including manager info, asset allocation, and top holdings.
How Fund Buying Decision Works
- Data Ingestion: The skill refreshes fund price data by importing the latest information from Eastmoney into a local SQLite database.
- Scheduled Evaluation: It checks the current date and time against configured schedules for pre-trade reminders and trade evaluation.
- State Analysis: The system calculates derived values such as total assets, current position ratio, and the percentage of drawdown from recent highs.
- Strategy Priority: It evaluates rules in a strict order of priority, starting with take-profit actions, followed by dip-buying, and finally standard DCA.
- Sizing and Limits: Trade sizes are automatically adjusted based on available cash, minimum spacing between trades, and maximum position ratio limits.
- Execution and Logging: Once a trade is confirmed, the action is recorded in the SQLite database to maintain a clean audit trail and update the account state.
Fund Buying Decision Setup
To begin using this skill for your financial automation, follow these steps:
# Initialize your strategy account state
python scripts/manage_strategy_account.py upsert 011598 --account-id main --cash-pool 1000 --fund-type equity_fund
# Import fund data for a specific code (e.g., 011598)
python scripts/import_eastmoney_pingzhongdata.py 011598
# Evaluate the strategy based on current market data
python scripts/evaluate_strategy.py 011598 --account-id main --refresh
# Confirm and execute the suggested action
python scripts/confirm_strategy_action.py 011598 --account-id main --refresh --expected-action buy_dca
Fund Buying Decision Data Schema & Taxonomy
The skill maintains a strict separation between strategy rules and account state:
| Component | Location | Description |
|---|---|---|
| Strategy Config | SKILL.md | Source of truth for thresholds, schedules, and YAML parameters. |
| Account State | SQLite DB | Stores live balances, position units, and transaction history. |
| Fund Metadata | SQLite DB | Stores imported price history, expense ratios, and holding details. |
| Default Path | ~/.fund_buying_decision/ |
The standard directory for the database and configuration files. |
Fund Buying Decision Advanced Features
- Multi-tier drawdown alerts that can be customized at runtime to monitor market volatility.
- Business-day-aware scheduling for monthly cash inflows (e.g., second-to-last business day).
- Integration-ready alerts that pass structured data to dedicated notification Openclaw Skills.
- Sophisticated backtest execution modes to prevent future data leakage during strategy simulation.
SKILL.md
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