A zero-interaction automation skill designed to retrieve, extract, and visualize financial data from daily fund report email attachments.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fund-report-processor
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-processor 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 Report Processor?
The Fund Report Processor is a specialized tool within the Openclaw Skills ecosystem that automates the tedious task of managing financial daily reports. It provides a streamlined v3.1 architecture that handles everything from secure credential management via Bitwarden to the generation of high-fidelity trend charts. By integrating this into your workflow, you can transform unstructured email attachments into actionable structured data.
This skill is particularly powerful for those utilizing Openclaw Skills to maintain financial oversight. It automatically connects to your mailbox via IMAP, downloads XLSX attachments, and utilizes a deep extraction engine to capture over 50 specific financial fields. The result is a comprehensive set of CSV, JSON, and visual assets that provide a clear picture of liquidity, investments, and transaction history.
Fund Report Processor Use Cases
- Unattended daily fund report processing via scheduled cron tasks.
- Instant one-click analysis of the latest financial status from email attachments.
- Batch processing of historical Excel records to build a long-term financial database.
- Automated generation of balance trend charts for visual monitoring.
- Securely managing email credentials without hardcoding using the Bitwarden integration in Openclaw Skills.
How Fund Report Processor Works
- The automation starts with the zero-interaction runner which securely retrieves email credentials from a Bitwarden vault.
- The system connects to the IMAP server to fetch the latest daily fund report emails and downloads the XLSX attachments.
- The extraction engine processes the Excel files, parsing over 50 financial data points including bank balances, USDT assets, and transaction counterparties.
- Data is automatically deduplicated and merged into a clean historical CSV file for persistent record keeping.
- A summary generator creates a human-readable report with key metrics and investment ratios.
- Finally, a plotting component generates a PNG chart visualizing the daily balance trends across the historical dataset.
Fund Report Processor Setup
To deploy this skill within your Openclaw Skills environment, first ensure all Python dependencies are installed:
# Run the automated installer
./install.sh
For the recommended zero-interaction mode, ensure your Bitwarden vault is accessible, then run:
python3 zero_interaction_runner.py
Alternatively, you can manually set environment variables:
export FUND_EMAIL="[email protected]"
export FUND_PASSWORD="your_password"
python3 automated_fund_report_processor_enhanced.py
Fund Report Processor Data Schema & Taxonomy
The skill manages financial data across several specialized files to ensure compatibility with different analysis tools in the Openclaw Skills ecosystem:
| File Name | Format | Contents |
|---|---|---|
fund_key_data_latest.csv |
CSV | The most recently processed daily financial metrics. |
fund_key_data_clean_history.csv |
CSV | Deduplicated historical data suitable for long-term analysis. |
fund_enhanced_data.json |
JSON | Rich metadata containing 50+ fields, transaction details, and account breakdowns. |
daily_balance_chart.png |
PNG | A generated visualization of balance fluctuations. |
fund_attachments/ |
Folder | Storage for the raw XLSX source files. |
Fund Report Processor Advanced Features
- Zero-interaction execution for fully headless automation environments.
- Secure credential retrieval using native Bitwarden vault integration.
- Deep data extraction supporting 13 bank accounts and detailed investment percentage analysis.
- Intelligent session caching to minimize redundant vault unlocks and improve performance.
- Automated data deduplication to maintain the integrity of historical financial records within Openclaw Skills.
SKILL.md
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