investment-tracker

What This Skill Does

The investment-tracker is a comprehensive financial management assistant designed to help users track, update, and analyze their investment portfolio through natural language interaction. It acts as an interface between the user and a local backend investment service, allowing for seamless management of assets, cash balances, investment diaries, and equity curves. The skill is particularly powerful in its ability to parse screenshots of stock apps to automatically calculate and propose portfolio adjustments, significantly reducing manual data entry.

Installation

To integrate this skill into your OpenClaw agent, use the following command in your terminal: clawhub install openclaw/skills/skills/20czy/investment-tracker Ensure your local backend service is running on http://localhost:8000 before performing any operations.

Use Cases

1. Automated Portfolio Sync: Upload a screenshot of your current brokerage app to detect changes in your holdings and batch update your system records.
2. Financial Overview: Quickly check your current stock positions, industry exposure, and total cash availability with simple commands.
3. Performance Tracking: Log your daily net asset value to generate historical equity curves, enabling long-term performance visualization.
4. Journaling: Maintain a chronological diary of your investment decisions, rationale, and market observations directly within the assistant.

Example Prompts

• "更新持仓，这是我今天的账户截图 [图片路径]"
• "我现在账户里还有多少现金？"
• "查看目前的持仓列表以及总资产情况"

Tips & Limitations

• Safety First: For all write operations (updating holdings, cash, or diary entries), the agent strictly follows a 'human-in-the-loop' protocol. It will always present a preview and wait for explicit confirmation ('确认') before modifying data.
• Error Handling: Always ensure the local backend server is active. If you encounter a connection error, verify that uvicorn is running. If you see a 503 error, check your backend/.env file for valid DASHSCOPE_API_KEY configuration.
• Screenshots: When uploading images, ensure they are high-resolution for the OCR parser to accurately detect stock codes and share quantities. You can provide additional notes during the upload if specific transactions need context.