akshare-fund

What This Skill Does

The akshare-fund skill is a professional-grade quantitative analysis toolkit designed for the OpenClaw AI agent. By leveraging the power of the AkShare library, this skill provides real-time access to the Chinese public fund market. It enables users to perform deep-dive research into fund performance, asset allocation, and market positioning. Whether you are tracking a specific portfolio or looking to understand the underlying holdings of high-performing ETFs, this skill offers programmatic access to net asset values (NAV), quarterly holdings disclosure, and real-time valuation estimates. It bridges the gap between static financial data and dynamic investment insights by automatically switching modes based on market hours to provide either real-time estimates or historical performance analytics.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal: clawhub install openclaw/skills/skills/bingobinf/akshare-fund Ensure your system has the necessary Python environment configured to run the underlying fund_cli.py scripts effectively.

Use Cases

This skill is ideal for financial analysts, data-driven individual investors, and researchers. It is particularly useful for:

1. Portfolio Transparency: Quickly identifying overlap in stock holdings across multiple funds to prevent concentration risk.
2. Performance Tracking: Monitoring daily net value changes and historical trends.
3. Market Research: Filtering and categorizing funds by type (e.g., Equity, Bond, ETF) to identify top-performing instruments in a specific sector.
4. Real-time Monitoring: Using the valuation tool to estimate portfolio performance during market hours.

Example Prompts

1. "Check the current holdings for fund 018957 and identify which stocks have the highest weight."
2. "Summarize the total stock holdings across these funds: 018957, 161725, and 260108, and show me the average price movement today."
3. "List all current '股票型' (equity) funds and show their latest net asset values."

Tips & Limitations

• Data Stale-ness: Remember that fund holdings are only disclosed quarterly. While you can track the performance of these holdings in real-time, the actual portfolio composition of the fund may have changed since the last disclosure.
• Market Hours: The skill behaves differently based on market hours (9:30-15:00). During the day, it provides real-time estimations, while off-market hours provide more comprehensive historical reports. Always check the timestamp of the data provided.
• Disclaimer: This tool is strictly for educational and research purposes. Financial markets are volatile; never base investment decisions solely on third-party API data without verifying with official fund house announcements.