Automatically generates comprehensive fund performance weekly reports in Word format from multi-sheet Excel data.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fund-weekly-report
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-weekly-report 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 Weekly Report Generator?
The Fund Weekly Report Generator is a specialized automation tool designed for financial analysts and investment managers to streamline the creation of professional performance reviews. By processing complex Excel workbooks containing weekly returns data, this skill synthesizes information across various asset classes—including active equity, fixed income, index funds, FOF, QDII, and REITs—into a structured Word document. Using Openclaw Skills for this process ensures that report generation is fast, consistent, and follows professional standards without manual data entry.
Built with technical accuracy in mind, the skill leverages pandas for data manipulation and python-docx for document rendering. It is particularly effective for teams needing to consolidate performance reviews from multiple data sources into a single, cohesive narrative. By automating the transition from raw data to a formatted Kaiti-font document, it allows financial professionals to focus on market analysis rather than document formatting.
Fund Weekly Report Generator Use Cases
- Automating weekly performance reviews for diverse investment portfolios.
- Consolidating data from 24 different fund sub-categories into a single report.
- Summarizing ETF fund flow trends and market index performance for clients.
- Generating standardized reports for fund issuance and establishment milestones.
- Speeding up the reporting lifecycle in asset management firms.
How Fund Weekly Report Generator Works
- The user provides a mandatory Excel file (.xlsx or .xls) containing 24 sheets of fund sub-category performance data.
- Optionally, the user can upload an ETF fund flow Excel file to enrich the market analysis.
- The skill utilizes pandas to parse the weekly returns and identify key performance drivers across equity and fixed-income markets.
- It populates a pre-defined document structure that includes market index reviews, fund category recaps, and new fund issuance data.
- The skill applies professional formatting (Kaiti font) and saves the final .docx file to the user's local working directory.
Fund Weekly Report Generator Setup
To use this skill within the Openclaw Skills ecosystem, ensure you have Python installed and run the following command to install the required dependencies:
pip install pandas python-docx openpyxl
No additional network configuration or API keys are required as the skill operates entirely on local files for maximum security.
Fund Weekly Report Generator Data Schema & Taxonomy
| Data Component | Specification |
|---|---|
| Primary Input | Excel workbook (.xlsx/.xls) with 24 specific sheets for returns data |
| Optional Input | ETF fund flow Excel file for capital movement analysis |
| Output Format | Microsoft Word (.docx) document |
| Report Structure | 8 sections including Market Review, FOF Recap, and Risk Warnings |
| Security Policy | Local-only file access; no network requests or credential storage |
Fund Weekly Report Generator Advanced Features
- Comprehensive support for various fund types including REITs, QDII, and FOFs.
- Seamless integration into Openclaw Skills automated workflows for recurring financial tasks.
- Robust local data processing that ensures sensitive financial data never leaves your environment.
- Automated inclusion of fund establishment and issuance historical data.
- Customizable logic for market index performance attribution.
SKILL.md
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