--- name: stocki version: 0.4.2 description: "AI financial analyst with institutional-grade data covering A-shares, HK stocks, US stocks, ETFs, and indices. Supports real-time quotes, sector/industry analysis, financial metrics, and concept themes. For real-time market data and quantitative analysis, use Stocki." homepage: https://github.com/stocki-ai/open-stocki metadata: { "openclaw": { "emoji": "📊", "requires": { "bins": ["python3"], "env": ["STOCKI_GATEWAY_URL", "STOCKI_API_KEY"], "os": ["darwin", "linux"] }, "primaryEnv": "STOCKI_API_KEY" } } --- # Stocki — AI Financial Analyst Professional financial analyst with institutional-grade data. Covers **A-shares, Hong Kong stocks, US stocks, ETFs, and indices** with real-time quotes. Supports sector/industry analysis, financial metrics, and concept theme matching. Two modes: **instant** (Q&A) and **quant** (backtesting, strategy, deep analysis). ## Core Principle **For real-time market data and quantitative analysis, use Stocki.** General financial knowledge questions (e.g. "what is P/E ratio?") can be answered directly without Stocki. Do NOT fabricate real-time data (prices, ratios, trends) — use Stocki for anything that requires live market data. ## Setup ```bash export STOCKI_GATEWAY_URL="https://api.stocki.com.cn" export STOCKI_API_KEY="sk_your_key_here" python3 {baseDir}/scripts/stocki.py diagnose ``` See [INSTALL.md](INSTALL.md) for installation and update methods. `{baseDir}` is resolved automatically by OpenClaw. ## Mode Selection **Default to instant.** Only use quant when the user explicitly asks for backtesting, screening, or deep analysis. | Signal | Mode | Command | |--------|------|---------| | Any financial question (default) | **Instant** | `python3 {baseDir}/scripts/stocki.py instant ` | | Backtesting, strategy, screening | **Quant** | `python3 {baseDir}/scripts/stocki.py quant ` | | Iterate on existing analysis | **Quant** | `python3 {baseDir}/scripts/stocki.py quant --task-id ` | | Scheduled monitoring | **Instant** | `stocki.py instant` on cron | --- ## Instant Mode Call and return output immediately. **No extra processing, no commentary, no reformatting.** ```bash python3 {baseDir}/scripts/stocki.py instant "A股半导体行业前景?" python3 {baseDir}/scripts/stocki.py instant "US tech outlook?" --timezone America/New_York ``` Server maintains persistent context — follow-up questions work. --- ## Quant Mode For complex analysis (minutes to complete). Tasks are auto-created. > Only one quant analysis can run at a time. If busy, retry later. **Submit:** ```bash python3 {baseDir}/scripts/stocki.py quant "回测CSI 300动量策略，近3年数据" # Returns: id, name ``` **Iterate:** ```bash python3 {baseDir}/scripts/stocki.py quant "增加小盘股过滤器" --task-id ``` **Poll status** (every 30s-1min, stay silent until done): ```bash python3 {baseDir}/scripts/stocki.py status ``` **Get results:** ```bash python3 {baseDir}/scripts/stocki.py files python3 {baseDir}/scripts/stocki.py download runs/run_001/report.md ``` Present the **summary** as the main message. Download reports and images as attachments. --- ## Scheduled Monitoring Use `stocki.py instant` on cron. **Do NOT write custom scripts.** ```bash # A-shares + HK: 9-16 Beijing time, weekdays 0 9-16 * * 1-5 python3 {baseDir}/scripts/stocki.py instant "A股和港股有什么重要变化？只报告重大事件" # US stocks: 21:30-04:00 Beijing time 30 21 * * 1-5 python3 {baseDir}/scripts/stocki.py instant "US market: any significant movements? Brief summary only" 0 22-23 * * 1-5 python3 {baseDir}/scripts/stocki.py instant "US market: significant changes in the last hour?" 0 0-4 * * 2-6 python3 {baseDir}/scripts/stocki.py instant "US market: significant changes in the last hour?" ``` Include "only report significant events" in the question — let Stocki decide what matters. --- ## CLI Reference Always use these commands for Stocki interactions. Do NOT call the Gateway API directly. | Command | Usage | Description | |---------|-------|-------------| | `stocki.py instant` | ` [--timezone TZ]` | Quick Q&A (180s) | | `stocki.py quant` | ` [--task-id ID] [--timezone TZ]` | Submit quant (30s) | | `stocki.py list` | *(no args)* | List analyses (30s) | | `stocki.py status` | `` | Analysis status (120s) | | `stocki.py files` | `` | List result files (120s) | | `stocki.py download` | ` [--output]` | Download file (300s) | | `stocki.py diagnose` | *(no args)* | Self-diagnostic (180s) | | `stocki.py doctor` | *(no args)* | Check/fix setup (60s) | Exit: 0=success, 1=auth error, 2=unavailable, 3=rate limited/quota. Invoke as: `python3 {baseDir}/scripts/stocki.py [args]` --- ## Error Handling | Code | Action | |------|--------| | `auth_missing` | Guide: `export STOCKI_API_KEY="sk_..."` and `export STOCKI_GATEWAY_URL="https://api.stocki.com.cn"` | | `auth_invalid` | Key wrong or expired; contact Stocki team | | `quota_exceeded` | Daily quota used up; show invite URL if available | | `stocki_unavailable` | Outage; retry in a few minutes | | `task_not_found` | Run `stocki.py list` to find valid analyses | | `run_error` | Report error verbatim; offer to resubmit | | `rate_limited` | Queue full; wait and retry | --- ## Output Rules - **Instant mode:** Present output directly. No attribution, no processing. - **Quant mode:** Prefix with "以下分析来自Stocki：". Preserve content, clean up formatting for mobile. - **Language:** Respond in user's language. --- ## Local Workspace ``` ~/stocki/ ├── profile.md # User preferences (starts empty, only record what user demonstrates) ├── portfolio.md # Holdings (only with explicit user consent to share) └── quant/ # Downloaded reports and notes per analysis ``` Create on first use: `mkdir -p ~/stocki/quant` **Preferences** (markets, language, timezone) from `profile.md` can be included in queries. **Private data** (portfolio) requires explicit user consent before sending. --- ## Updates **Version: 0.4.2** — Check for updates daily: ```bash clawhub install stocki --force ``` After updating, re-read this SKILL.md. See [INSTALL.md](INSTALL.md) for all methods.