AgentSkillsCN

clawdfolio

量化投资组合工具箱——支持多券商聚合、风险分析、期权策略及各类金融工作流。原生 Clawdbot 技能。

SKILL.md
--- frontmatter
name: clawdfolio
version: 2.2.0
description: Quantitative portfolio toolkit — multi-broker aggregation, risk analytics, options strategy, and finance workflows. Native Clawdbot skill.
author: YICHENG YANG
license: MIT
keywords:
  - quantitative-finance
  - portfolio-analytics
  - risk-management
  - options-trading
  - finance
  - portfolio
  - trading
  - clawdbot
  - claude-code-compatible
dependencies:
  - pandas>=2.0.0
  - numpy>=1.24.0
  - yfinance>=0.2.30
  - pyyaml>=6.0
  - rich>=13.0.0
optional_dependencies:
  longport:
    - longport>=1.0.0
  futu:
    - futu-api>=7.0.0

Clawdfolio 🦙📊

Quantitative portfolio toolkit for professional investors. Multi-broker aggregation (Longport, Moomoo/Futu), institutional risk analytics, options strategy lifecycle management, and 20+ automated finance workflows. Also available as a native Clawdbot skill.

Features

  • •Multi-Broker Support: Aggregate portfolios from Longport, Moomoo/Futu, or use demo mode
  • •Risk Analytics: Volatility, Beta, Sharpe Ratio, VaR, Max Drawdown
  • •Technical Analysis: RSI, SMA, EMA, Bollinger Bands
  • •Concentration Analysis: HHI, sector exposure, correlation warnings
  • •Price Alerts: Automated alerts for significant price movements
  • •Earnings Calendar: Track upcoming earnings for portfolio holdings
  • •DCA Signals: Dollar-cost averaging analysis and buy-the-dip signals
  • •Options Strategy Playbook (v2.1): Structured CC/Sell Put methodology with delta/gamma/margin risk controls

Commands

Portfolio Summary

code
/clawdfolio summary

Show portfolio overview with positions, P&L, and key metrics.

Risk Analysis

code
/clawdfolio risk

Display comprehensive risk metrics including volatility, beta, Sharpe ratio, and VaR.

Get Quotes

code
/clawdfolio quotes AAPL MSFT NVDA

Fetch real-time quotes for specified symbols.

Check Alerts

code
/clawdfolio alerts

Show current portfolio alerts (price moves, RSI extremes, etc.).

Upcoming Earnings

code
/clawdfolio earnings

Display earnings calendar for portfolio holdings.

DCA Analysis

code
/clawdfolio dca AAPL --months 12 --amount 1000

Analyze DCA performance for a symbol.

Configuration

Create config.yaml in your working directory:

yaml
brokers:
  longport:
    enabled: true
  futu:
    enabled: true
    extra:
      host: "127.0.0.1"
      port: 11111

alerts:
  pnl_trigger: 500
  rsi_high: 80
  rsi_low: 20
  single_stock_threshold_top10: 0.05
  single_stock_threshold_other: 0.10

currency: USD
output_format: console

Environment Variables

For Longport:

code
LONGPORT_APP_KEY=your_app_key
LONGPORT_APP_SECRET=your_app_secret
LONGPORT_ACCESS_TOKEN=your_access_token
LONGPORT_REGION=us

For Moomoo/Futu:

  • •Requires moomoo OpenD running locally on port 11111

Installation

bash
# Basic installation
pip install clawdfolio

# With Longport support
pip install clawdfolio[longport]

# With Moomoo/Futu support
pip install clawdfolio[futu]

# All brokers
pip install clawdfolio[all]