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investorclaw - Portfolio Analysis Tool for OpenClaw

Deterministic portfolio analyzer for holdings, performance, bonds, and rebalancing

Tags

Updated: 2026-05-28

Capabilities

Typical Inputs

Typical Outputs

What this skill does

  • ask portfolio questions
  • read portfolio holdings
  • measure portfolio performance
  • analyze bond metrics
  • view analyst ratings
  • search portfolio news
  • lookup ticker info
  • optimize portfolio allocation
  • compare target allocations
  • simulate portfolio scenarios
  • project bond cashflows
  • benchmark peer performance
  • discover portfolio files
  • refresh market data
  • view guardrails
  • search stored memories
  • create memory entries
  • list memory categories

Inputs

  • portfolio files
  • portfolio configuration
  • news data
  • investment preferences
  • investment context

Outputs

  • portfolio holdings
  • performance metrics
  • bond analytics
  • financial reports
  • scenario analysis results

Requirements

  • Docker Compose
  • MCP server configuration
  • localhost network access
  • OpenClaw runtime

Source

  • Spec: SKILL.md
portfolio analysis
investment
finance
Docker
MCP
ask portfolio questions
read portfolio holdings
measure portfolio performance
analyze bond metrics
portfolio files
portfolio configuration
news data
portfolio holdings
performance metrics
bond analytics