A sophisticated quantitative finance toolkit for portfolio optimization, automated backtesting, and multi-asset risk parity analysis.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install temp-skill
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 temp-skill 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 Financial Analysis Skill?
The Financial Analysis Skill is a powerful extension designed for investors and developers who need to perform deep quantitative analysis on diversified portfolios. It integrates seamlessly with popular data providers to fetch market data for stocks, ETFs, and cryptocurrencies, allowing for comprehensive risk assessment and return analysis. As part of the Openclaw Skills ecosystem, this tool simplifies the complexity of financial modeling by providing built-in logic for risk parity and performance visualization.
This skill is particularly valuable for users who want to move beyond static spreadsheets into dynamic, code-driven investment research. By utilizing rolling window calculations and expanding window volatility metrics, it ensures that your financial strategies are grounded in rigorous technical standards while avoiding common pitfalls like look-ahead bias.
Financial Analysis Skill Use Cases
- Backtest sophisticated risk parity strategies using historical market data from local CSV files.
- Generate automated performance reports and visualization charts for stock and crypto portfolios.
- Monitor asset allocation and risk contributions across global markets using free API integrations.
- Analyze the correlation between different asset classes to optimize portfolio diversification.
How Financial Analysis Skill Works
- Data Ingestion: The skill fetches historical price data from sources like Yahoo Finance, Alpha Vantage, or custom CSV files.
- Risk Calculation: It calculates volatility and correlation using an expanding window approach to ensure only past data is used for weights.
- Portfolio Optimization: Asset weights are determined based on the inverse of their volatility to achieve equal risk contribution.
- Strategy Backtesting: The system simulates monthly rebalancing and tracks daily returns to evaluate the strategy's historical performance.
- Reporting: A final suite of metrics (Sharpe ratio, Max Drawdown, CAGR) and visual charts are generated for review.
Financial Analysis Skill Setup
To get started with this financial module within Openclaw Skills, install the required Python libraries:
pip install yfinance pandas numpy matplotlib seaborn plotly
If you are using Alpha Vantage for data, configure your API key as an environment variable:
export ALPHA_VANTAGE_API_KEY=your_key_here
Financial Analysis Skill Data Schema & Taxonomy
The skill manages data through structured JSON configurations and generates diverse analytical outputs:
| Component | Format | Description |
|---|---|---|
| Portfolio Config | JSON | Key-value pairs of asset symbols and their target weights. |
| Performance Report | TXT | A detailed summary of returns, risk metrics, and rebalancing logs. |
| Analytics Data | JSON | Raw calculated data including rolling weights and daily returns. |
| Visualizations | PNG | Includes return curves, correlation heatmaps, and allocation charts. |
| Market Data | CSV | Input format for custom price and return data. |
Financial Analysis Skill Advanced Features
- Expanding window volatility logic to strictly prevent future data leakage during backtests.
- Automated monthly rebalancing triggers to simulate realistic trading environments.
- Support for custom risk parity weighting schemes based on inverse volatility.
- High-resolution plotting for cumulative returns, drawdowns, and rolling asset weights.
- Seamless integration with the broader Openclaw Skills framework for automated financial workflows.
SKILL.md
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