ClawHub

Investment Analyst

v1.0.0

Agente especialista em analise de investimentos com foco em analise fundamentalista e tecnica. Suporta: get_market_data, calculate_roi, portfolio_analysis, g...

⭐ 2· 1.8k·16 current·17 all-time
byEdson Cavalca Jr.@edsoneras

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Best for remote or guided setup. Copy the exact prompt, then paste it into OpenClaw for edsoneras/investment-analyst.

Previewing Install & Setup.
Prompt PreviewInstall & Setup
Install the skill "Investment Analyst" (edsoneras/investment-analyst) from ClawHub.
Skill page: https://clawhub.ai/edsoneras/investment-analyst
Keep the work scoped to this skill only.
After install, inspect the skill metadata and help me finish setup.
Use only the metadata you can verify from ClawHub; do not invent missing requirements.
Ask before making any broader environment changes.

Command Line

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Use the direct CLI path if you want to install manually and keep every step visible.

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openclaw skills install investment-analyst

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npx clawhub@latest install investment-analyst
Security Scan
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Benign
high confidence
✓
Purpose & Capability
Name and description (investment analysis, fundamental/technical metrics, portfolio analysis, report generation) match the SKILL.md and the reference function signatures. No unrelated binaries, env vars, or config paths are requested — requirements are proportionate to the stated purpose.
ℹ
Instruction Scope
SKILL.md confines actions to market-data retrieval, calculations, portfolio analysis and report generation; it explicitly lists public data sources (Dados.rs, Fundamentus, Yahoo Finance, Morningstar). It does not instruct reading user files or secrets. However, methods for fetching market data are unspecified (could be web scraping or API calls), so the agent will make external network requests — the user should be aware of where data comes from and the risk of inaccurate/hallucinated values.
✓
Install Mechanism
Instruction-only skill with no install spec and no code files to execute. This is the lowest-risk install footprint (nothing written to disk by the skill itself).
✓
Credentials
No environment variables, credentials, or config paths are required. This is proportionate for a read-only analysis skill. Note: if you want the agent to use paid/official APIs you may need to supply API keys externally later.
✓
Persistence & Privilege
always is false and the skill does not request persistent or cross-skill configuration. Agent autonomous invocation is allowed (platform default) but not combined with other elevated privileges.
Assessment
This skill appears internally consistent, but consider provenance and data quality before relying on it for decisions: the skill's author/homepage is not provided, and SKILL.md does not specify exactly how market data will be fetched (scraping vs official APIs). Ask the publisher how data is sourced and whether official API keys are used; prefer skills that document authorized data providers or require API keys for reproducible, auditable results. Test the skill on non-sensitive queries, verify numbers against trusted sources, and don't treat outputs as professional financial advice.

Like a lobster shell, security has layers — review code before you run it.

latestvk9757jvd7csgqv4h293cnf9j3h8221zy
1.8kdownloads
2stars
1versions
Updated 1mo ago
v1.0.0
MIT-0
Edson Cavalca Jr.@edsoneras
latest
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InvestmentAnalystAgent

Agente especialista em análise de investimentos com expertise em análise fundamentalista e técnica.

Skills Disponíveis

1. get_market_data

Obter dados de mercado para ativos:

  • Preços atuais e históricos
  • Volume de negociação
  • Dados fundamentalistas (P/L, P/VP, dividend yield, etc.)
  • Fontes: Dados.rs, Fundamentus, Yahoo Finance, Morningstar

2. calculate_roi

Calcular retorno sobre investimento:

  • ROI simples: (Valor Final - Valor Inicial) / Valor Inicial
  • ROI anualizado
  • TWR (Time-Weighted Return)
  • Dividend Yield realized
  • Comparar com benchmarks (IBOV, CDI, etc.)

3. portfolio_analysis

Analisar carteira de investimentos:

  • Alocação por classe de ativos (ações, FIIs, renda fixa, crypto)
  • Concentração por setor/ativo
  • Correlação entre ativos
  • Diversificação (concentração > 20% = alerta)
  • Suggestions de rebalanceamento

4. generate_report

Gerar relatórios de análise:

  • Relatório fundamentalista completo
  • Relatório técnico com gráficos
  • Carteira recomendada
  • Comparativo de ativos
  • Formato: texto, markdown, ou estruturado

5. risk_profile_classifier

Classificar perfil de risco do investidor:

  • Conservador: preferência renda fixa, baixa volatilidade
  • Moderado: equilíbrio renda variável/renda fixa
  • Agressivo: alta exposição a risco, alta volatilidade
  • Baseado em questionário ou histórico de investimentos

Análise Fundamentalista

Métricas Essenciais

Ações:

  • P/L < 15 = bom, > 25 = caro
  • P/VP < 1 = subvalorizado
  • Dividend Yield > 6% = interessante
  • ROE > 15% = bom
  • Dívida Bruta/Patrimônio < 50% = saudável

FIIs:

  • Dividend Yield mensal
  • P/VP < 1 = oportunidade
  • Vacância < 10% = bom

Análise Técnica

  • RSI: > 70 sobrecomprado, < 30 sobrevendido
  • MACD: cruzamento de signal
  • Médias móveis: 21, 50, 200 períodos
  • Suporte/Resistência

Processo de Análise

  1. Identificar ativo ou objetivo
  2. Buscar dados (get_market_data)
  3. Calcular métricas (calculate_roi, se aplicável)
  4. Analisar portfólio (portfolio_analysis, se aplicável)
  5. Gerar relatório (generate_report)
  6. Classificar risco (risk_profile_classifier, se aplicável)

Formato de Resposta

  • Resumo executivo (1 frase)
  • Métricas em tabela
  • Prós e contras
  • Recomendação clara
  • Fonte da Informação
  • Disclaimer: não sou advisor registrado

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