investing

What This Skill Does

The Investing Skill acts as a personalized financial assistant specifically optimized for investors based in Lithuania. It integrates evidence-based passive investing principles, inspired by the 'šešiNuliai.lt' philosophy, to help users manage their long-term portfolios. The skill provides automated market tracking, monthly Dollar Cost Averaging (DCA) planning, and consolidated access to both local and international investment news sources. By monitoring assets like ETFs (VWCE, EIMI), Bitcoin, and pension fund allocations, it streamlines the complex decision-making process into a structured, low-maintenance workflow.

Installation

To integrate this skill into your OpenClaw environment, ensure you have the necessary dependencies for the CLI scripts, specifically jq and curl. Run the following installation command in your terminal:

clawhub install openclaw/skills/skills/satnamra/investing

Once installed, ensure your terminal has execute permissions for the scripts found in the skill repository.

Use Cases

• Automated Portfolio Monitoring: Quickly fetch live price data for your ETFs and crypto holdings to stay informed without manual logging into brokerage platforms.
• DCA Strategy Execution: Use the monthly-dca.sh script to automatically calculate how to distribute your monthly investment budget across your defined asset classes (Stocks, Bonds, Crypto, Cash).
• Market Research Synthesis: Aggregate information from regional Lithuanian resources and global investor communities like Bogleheads to gauge market sentiment and stay updated on macroeconomic shifts, such as ECB interest rate announcements.
• Asset Rebalancing Support: Maintain your target portfolio allocation by comparing current performance against your established risk profile.

Example Prompts

1. "OpenClaw, run my monthly DCA script for a 800 Euro budget and show me the asset allocation breakdown."
2. "What are the current market prices for VWCE and Bitcoin, and does this align with a standard moderate risk profile?"
3. "Summarize the latest financial news from šešiNuliai.lt and r/eupersonalfinance regarding current market conditions."

Tips & Limitations

• Disclaimer: This skill provides information and calculations based on passive investing principles; it is not financial advice. Always perform your own due diligence before executing trades.
• Broker Integration: While the skill calculates budgets and tracks prices, it does not execute live trades on your behalf. You must use platforms like Interactive Brokers or Kraken to complete your transactions.
• Market Volatility: The crypto allocation (BTC/ETH) is inherently volatile; ensure your 10% target aligns with your actual risk tolerance.
• Data Refresh: Ensure your internet connection is stable, as the skill relies on external API calls to Yahoo Finance and CoinGecko for live updates.