An AI coding agent skill designed to parse research reports, map critical metrics to an existing stock pool, and maintain deterministic tracking archives without manual data entry errors.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install report-tracker
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 report-tracker 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 Report Tracker?
Report Tracker is a robust financial analysis module optimized for Openclaw Skills. It automates the parsing of research reports, PDF summaries, and expert interview transcripts to maintain clear alignment with a predefined investment pool. By executing explicit validation and updating steps, it ensures all qualitative insights map directly back to target equities.
This skill eliminates human tracking errors by running a strict verification workflow. It scans research materials for core market forces like supply-demand gaps, timeline catalysts, downstream client movements, and technical route disputes. Crucially, the system works inside a deterministic sandbox, preventing unauthorized modifications or random internet queries from diluting carefully curated stock listings.
Report Tracker Use Cases
- Extracting actionable supply-demand metrics and pricing trends directly from uploaded broker PDFs and field survey documents.
- Cross-referencing newly discovered industry headwinds or tailwinds with active stock pool targets to identify model vulnerabilities.
- Appending historical logs continuously to localized markdown archives without accidentally erasing previous research notes.
- Enforcing explicit process validation through a structural output summary and an absolute checklist verification process.
How Report Tracker Works
- Report Identification: Receives and logs documents (PDFs, DOCX, web links, text) while firing an immediate workflow initiation statement to the developer.
- Critical Feature Extraction: Evaluates key dimensions such as downstream customer dynamics, value-chain mapping, supply shortages, and technical friction points.
- Stock Pool Mapping: Categorizes relationship degrees as Strong, Medium, or Weak by comparing findings exclusively against target tickers listed within the localized stock pool file.
- Persistent Log Appending: Compiles extracted metadata into standard horizontal rows and appends them to the root monitoring tracker file.
- Indicator Dashboard Maintenance: Refreshes internal status metrics (P0, P1, P2 priorities) tracking earnings models and underlying valuation risks.
- Receipt and Verification Generation: Spits out a structured execution summary coupled with an ironclad 5-point self-checklist to conclude the pipeline loop.
Report Tracker Setup
Prerequisites
Ensure Openclaw Skills runtime is configured and your target workspace contains the required stock registry file.
Repository Initialization
Create the essential file hierarchy before running the agent process:
mkdir -p investment/archive
mkdir -p workspace/reports
mkdir -p references
touch investment/大开门股票池.md
touch investment/大开门股票池_研报跟踪存档.md
Stock Pool Setup
Populate your local tracking target registry investment/大开门股票池.md with explicit listings to prevent external search hallucination errors.
Report Tracker Data Schema & Taxonomy
Active Tracking Ledger
The skill records updates sequentially inside investment/大开门股票池_研报跟踪存档.md. Each data insertion conforms to this relational format:
| Attribute Field | Value Type / Constraint | Description |
|---|---|---|
| Timestamp | ISO-8601 String | Execution date-time marker |
| Report Source | String (Filename/URL) | Original provenance file reference |
| Linked Equities | String Array | Tickers matching the asset database |
| Connection Strength | Enum (Strong / Medium / Weak) | Impact category defining profitability adjustments |
| Key Discoveries | Text Block | Extracted data notes and catalysts |
| Valuation Shift | Numeric Delta | Absolute tracking changes (e.g., Old X Billion -> New Y Billion) |
Document Tiering & Archiving Taxonomy
- Primary Data Log:
investment/大开门股票池_研报跟踪存档.md(Main repository append-target) - Daily Consolidation Summary:
workspace/reports/研报关联分析_[YYYY-MM-DD].md(Consolidated multi-report brief) - Cold-Storage Registry:
investment/archive/研报跟踪存档_[YYYY].md(Triggered automatically when the primary ledger passes 500 rows to archive entries older than 3 months)
Report Tracker Advanced Features
- Zero-Tolerance Hallucination Guardrail: Strictly limits data mapping tasks to the localized stock file, entirely blocking random internet lookups.
- Immutable Appendix Architecture: Enforces a non-destructive logging process that writes new research straight to file ends without risking historical overrides.
- Quantifiable Model Triggers: Mandates distinct numeric adjustments to earnings forecasts and PE metrics whenever a Strong relationship status is identified.
- Self-Correcting Checklist Pipeline: Features an embedded execution verification protocol that resets unfinished task loops unless all 5 checking parameters are fully satisfied.
SKILL.md
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