A comprehensive stock portfolio management system providing real-time pricing, profit and loss calculations, and automated reporting.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install portfolio-analysis-pro
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 portfolio-analysis-pro 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 Portfolio Analysis?
The Portfolio Analysis skill is a professional-grade tool designed for investors who need to track and analyze their stock holdings efficiently. Built to integrate seamlessly within the Openclaw Skills framework, it offers a robust backend for managing investment data, fetching live market prices, and performing detailed financial analysis. By leveraging this skill, developers can maintain a precise overview of their assets with high-frequency updates and deep analytical insights.
Portfolio Analysis Use Cases
- Tracking real-time performance of diverse stock holdings across multiple exchanges.
- Generating detailed profit and loss reports for automated investment review.
- Syncing live market data during active trading hours for up-to-the-minute accuracy.
- Analyzing position weighting and market value distribution to optimize portfolio balance.
- Maintaining a searchable history of all investment operations and trades for auditing.
How Portfolio Analysis Works
- The skill initializes the PortfolioManager class, which connects to a local SQLite database for secure data persistence.
- Users add stock holdings by providing symbols, quantities, and cost prices through the provided API or class methods.
- A Flask-based web server runs in the background, exposing RESTful endpoints for remote management.
- During market hours, the system triggers price updates from multiple data sources to ensure current valuations.
- The analytics engine calculates total market value, costs, and P&L percentages using 4-decimal precision.
- On-demand reports are generated in Markdown format for easy sharing or integration into other Openclaw Skills workflows.
Portfolio Analysis Setup
To utilize this skill, first install the necessary Python dependencies:
pip install requests flask
You can then launch the management system and its API server with the following code:
from portfolio_system import PortfolioManager, start_server
# Launch the Web server with auto-update enabled
start_server(host='0.0.0.0', port=5000, auto_update=True)
Portfolio Analysis Data Schema & Taxonomy
The skill manages its data through a structured schema, primarily focusing on stock holding attributes and performance metrics.
| Attribute | Description | Data Type |
|---|---|---|
| symbol | Ticker code (e.g., 600519 or 000001) | String |
| name | Display name of the security | String |
| quantity | Number of shares currently held | Integer |
| cost_price | Original purchase price per share | Float (4-decimal) |
| current_price | Latest market price | Float (4-decimal) |
| pnl_ratio | Percentage gain or loss | Float (4-decimal) |
| market_value | Total value based on current price | Float (4-decimal) |
Portfolio Analysis Advanced Features
- Intelligent auto-update scheduling restricted to active trading hours (9:30-11:30 and 13:00-15:00) to optimize resource usage.
- Comprehensive REST API suite for seamless integration with other Openclaw Skills and custom dashboards.
- Multi-field sorting capabilities for portfolio views including P&L amount, percentage, and market value.
- High-precision financial calculations supporting up to 4 decimal places for cost and profit tracking.
- Automated Markdown report generation and export functionality for professional documentation.
SKILL.md
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