An AI-powered evaluation tool that helps Indian retail investors analyze mutual funds based on their specific risk profile and financial goals.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install toolweb-mutual-fund-evaluator
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 toolweb-mutual-fund-evaluator 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 Mutual Fund Evaluator?
The Mutual Fund Evaluator is a specialized AI tool built for the Indian financial market, designed to provide deep, personalized insights into mutual fund investments. By utilizing Openclaw Skills, this tool moves beyond generic data to offer a comprehensive evaluation that considers an investor's unique age, risk appetite, and tax sensitivity. It synthesizes real-time market data with individual profiling to help users make informed decisions in a complex financial landscape.
This skill is particularly valuable for users of Openclaw Skills who need to automate financial research or build tools for retail wealth management. It handles the heavy lifting of fund analysis, including expense ratio comparisons, AUM tracking, and historical return evaluation, all while contextualizing these metrics against the user's specific investment horizon and goals.
Mutual Fund Evaluator Use Cases
- Evaluating a specific fund's suitability for a long-term retirement goal.
- Comparing the tax efficiency of Direct vs Regular plans for high-income earners.
- Determining the best entry context for a first-time investor in equity funds.
- Analyzing portfolio concentration and volatility for existing holdings.
- Automating fund recommendation workflows within financial planning applications using Openclaw Skills.
How Mutual Fund Evaluator Works
- The user submits a POST request containing the fund name and a detailed investor profile.
- The system triggers a real-time web search to fetch the most recent fund metrics, including returns, AUM, and expense ratios.
- The AI engine processes the investor's demographic data, such as age and risk tolerance, against the fund's characteristics.
- A suitability score is calculated to indicate how well the fund aligns with the user's stated goals.
- The skill returns a structured JSON report containing a summary, technical analysis, and actionable investment recommendations.
Mutual Fund Evaluator Setup
To integrate this tool into your project using Openclaw Skills, follow these steps:
- Identify your required endpoint, typically the
/evaluatePOST route. - Ensure your request body matches the required JSON structure for investor profiling.
- Example CLI usage:
curl -X POST "https://api.toolweb.in/tools/mutual-fund-evaluator/evaluate" \
-H "Content-Type: application/json" \
-d '{
"fund_name": "Axis Bluechip Fund Direct Plan",
"investor_age": 35,
"investment_goal": "Wealth creation",
"investment_horizon": "10",
"investment_mode": "SIP",
"existing_portfolio": "Some equity funds",
"risk_tolerance": "High",
"volatility_preference": "Medium",
"tax_sensitivity": "High",
"entry_context": "Adding more"
}'
Mutual Fund Evaluator Data Schema & Taxonomy
The skill organizes its data output into a structured report to ensure clarity for both human readers and automated agents. It follows a consistent metadata taxonomy:
| Section | Description |
|---|---|
| evaluation_summary | Contains the suitability score and top-level insights. |
| profile_analysis | Interprets investor data like age and horizon. |
| fund_analysis | Technical data including AUM, expense ratio, and 3-year CAGR. |
| tax_implications | Specific breakdown of LTCG and tax efficiency. |
| recommendations | Actionable steps such as SIP suggestions or rebalancing alerts. |
Mutual Fund Evaluator Advanced Features
- Real-time web search integration for up-to-the-minute fund performance and AUM data.
- Comprehensive tax sensitivity analysis specifically tailored for Indian capital gains laws.
- Multi-agent support when combined with other Openclaw Skills for holistic portfolio management.
- Context-aware recommendations that change based on whether the user is adding to a position or exiting.
SKILL.md
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