An automated tool to extract investment strategy and operation analysis from public fund periodic reports using Python.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fund-report-extractor
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-report-extractor 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 Investment Strategy Extractor?
This Openclaw Skills entry provides a robust solution for financial analysts and investors to automate the extraction of the "Investment Strategy and Operation Analysis" sections from fund reports. By leveraging AKShare for data sourcing and specialized PDF parsers, it converts massive PDF documents into structured, actionable text for trend analysis. This skill streamlines the process of tracking fund manager logic across multiple reporting periods, making it an essential addition to any Openclaw Skills collection.
The tool is designed to handle the nuances of financial documents, including different encoding formats and scanned pages. It ensures that the qualitative insights provided by fund managers are no longer buried in hundreds of pages of financial data, but are instead readily available for quantitative or LLM-based analysis.
Fund Investment Strategy Extractor Use Cases
- Extracting historical investment strategies from specific fund managers to track style drift.
- Gathering raw text for the "Investment Strategy and Operation Analysis" sections for sentiment analysis.
- Organizing fund performance explanations chronologically for long-term data analysis.
- Building a local research database of fund manager insights using Openclaw Skills tools.
How Fund Investment Strategy Extractor Works
- Identifies the target fund code via a manual search or through the AKShare search integration.
- Fetches the complete list of historical announcements and report IDs using the AKShare fund_announcement_report_em function.
- Constructs direct PDF download links using the unique report IDs gathered from the announcement list.
- Downloads the PDF and selects the appropriate parsing engine: PyMuPDF for text-based files or pdfplumber for scanned versions.
- Locates specific sections using keyword matching for phrases like "Investment Strategy" and "Performance Explanation."
- Cleans the extracted text, removes Unicode artifacts, and exports it into organized summary files.
Fund Investment Strategy Extractor Setup
To get started with this project from the Openclaw Skills library, install the required Python dependencies:
pip install akshare pymupdf pdfplumber pandas requests
Run the extraction script by providing the target fund code and name as arguments:
python fund_report_extractor.py --code 000001 --name "Example Fund"
Fund Investment Strategy Extractor Data Schema & Taxonomy
The skill organizes extracted data into a structured directory for easy access:
| Data Component | Format | Description |
|---|---|---|
| Raw Reports | Folder (reports_[code]/) |
Contains the original PDF files downloaded from official sources. |
| Strategy Summary | .txt File |
A consolidated text file containing the extracted strategy sections sorted by time. |
| Technical Metadata | String | Includes report IDs, fund codes, and the specific parsing engine used for each file. |
Fund Investment Strategy Extractor Advanced Features
- Dual-engine PDF parsing: Automatically switches between PyMuPDF and pdfplumber to handle both high-fidelity text and scanned image documents.
- Keyword Variance Support: Includes logic to handle multiple phrasing variations for "Investment Strategy" used by different fund companies like Invesco Great Wall or Zhongtai Securities.
- Rate Limiting and Error Handling: Built-in sleep intervals and request retries to prevent IP blocking during bulk downloads.
- Openclaw Skills compatibility: Designed to work within multi-agent workflows for comprehensive financial sentiment and trend analysis.
SKILL.md
Loading
Related Openclaw Skills
Pancake Platform Skills
A comprehensive toolset for interacting with the Pancake Platform API to automate conversation management, customer tracking, and business statistics.
ChaosChain ACE
A secure protocol for AI agents to autonomously pay for x402-gated APIs using wallet-funded session keys within strict policy limits.
Binance Spot Skill
An AI-powered interface for the Binance Spot API that enables seamless market data retrieval and automated order management.
Zulip Integration
A powerful integration for interacting with the Zulip chat platform using Python and REST API to automate team communication workflows.
OpenClaw Gateway Service Manager
A robust CLI tool designed to install and manage the OpenClaw Gateway as a persistent Windows background service with automated recovery.
Context Slimmer
A high-efficiency auditing tool designed to minimize the token footprint of always-loaded AI context files.
Featured*
