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BytesAgain β€Ί Skills β€Ί Fund Keeper
πŸ¦€ ClawHub

Fund Keeper

by @tangepier-crypto

Chinese mutual fund intelligent advisor with real-time valuation, buy/sell suggestions, profit tracking, SIP planning, OCR recognition, and stock-fund linkag...

Versionv2.6.0
Downloads1,014
#translation#finance#legal
TERMINAL
clawhub install fund-keeper

πŸ“– About This Skill

name: fund-keeper version: 2.6.0 description: Chinese mutual fund intelligent advisor with real-time valuation, buy/sell suggestions, profit tracking, SIP planning, OCR recognition, and stock-fund linkage. Supports offline mode and multi-source caching. metadata: openclaw: emoji: "πŸ”" category: finance network: required: true domains: - "fundgz.1234567.com.cn" - "fund.eastmoney.com" - "hq.sinajs.cn" - "push2.eastmoney.com" reason: "Fetch real-time fund valuation, historical NAV, and gold prices from public financial data sources" requires: pip: ["akshare>=1.12", "pandas>=2.0", "requests>=2.28", "easyocr>=1.7"] keywords: - fund - mutual fund - investment - buy/sell suggestion - fund valuation - profit tracking - SIP - OCR - stock-fund linkage

Fund Keeper - Intelligent Fund Advisor

A comprehensive tool for Chinese mutual fund management with real-time valuation, buy/sell suggestions, and portfolio tracking.

Quick Start

1. Install Dependencies

pip install akshare pandas requests

2. Create Fund List

Create your portfolio in workspace/funds/my-funds.md:

# My Fund Portfolio
Holdings
| Fund Code | Fund Name | Shares | Cost NAV | Notes |
|---------|---------|---------|---------|------|
| 000001  | HuaXia Growth | 10000 | 1.500 | SIP |
| 110011  | YiFangDa SME | 5000 | 2.300 | Long-term |

3. Commands

# View portfolio P&L
fund-keeper portfolio
Get buy/sell suggestions

fund-keeper advice
View config

fund-keeper config
Modify config

fund-keeper config --set alert_threshold=2.0
Reset config

fund-keeper config --reset
Add fund from screenshot

fund-keeper add-from-image screenshot.png
View market overview

fund-keeper market
Set alert

fund-keeper alert --fund 000001 --price 1.800

Core Features

1. Real-time Valuation

  • Fetch real-time NAV estimates from public sources
  • Compare with historical NAV, calculate daily change
  • Support QDII funds (HK/US markets)

    • 2. Buy/Sell Suggestions

    Based on comprehensive analysis:

  • Valuation: PE/PB historical percentile
  • Technical: Moving averages, MACD, RSI
  • Market Sentiment: Capital flow, news
  • Cost Basis: Compare with your holding cost

    • Suggestion Levels:

  • Strong Sell: Overvalued + technical top divergence
  • Consider Selling: Overvalued or profit target reached
  • Hold: Normal range
  • Consider Buying: Undervalued or SIP opportunity
  • Strong Buy: Significantly undervalued + technical bottom divergence

    • 3. OCR Fund Recognition

    Support screenshot recognition from:

  • Alipay fund holdings
  • Fund platform screenshots
  • Bank app fund pages

    • Auto-extract:

  • Fund code
  • Fund name
  • Shares held
  • Amount

    • 4. Smart Alerts

  • NAV reaches target price
  • Daily change exceeds threshold
  • Market volatility
  • SIP date reminders

    • Fund Search

    py fund_keeper.py search --name gold     # Search by name
py fund_keeper.py search --fund 000218   # View fund details

    Portfolio Management

    # Edit fund
py fund_keeper.py edit --fund 000218    # Interactive edit
py fund_keeper.py edit --fund 000218 --field amount --value 10000
    Remove fund
    
py fund_keeper.py remove --fund 000218

    Editable Fields

  • name - Fund name
  • amount - Amount held
  • profit - Take profit %
  • stop - Stop loss %
  • day - SIP day
  • note - Notes

    • Gold Investment Report

    py fund_keeper.py gold

    Includes:

  • International gold price (AUTD)
  • Gold fund (000218) real-time NAV
  • Investment suggestions (buy/hold/sell)

    • Profit Visualization

    py fund_keeper.py stats           # Basic stats
py fund_keeper.py stats --chart   # With charts
py fund_keeper.py trend           # 7-day trend

    Data Sources & Caching

    Multi-source Support:

  • TTJJ (default, fastest)
  • EastMoney
  • Sina Finance (backup)

    • Caching:

  • Auto-cache results (30 min valid)
  • Offline mode: --offline

    • Important Notes

    Investment Risk

  • This tool is for reference only, not investment advice
  • Market risks exist, invest carefully
  • Diversification recommended

    • Data Delay

  • Mutual fund NAV updates once daily (evening)
  • Real-time estimates are approximations
  • QDII funds have T+2 delay

    • Stock-Fund Linkage (v2.2)

    Link with stock-analysis skill:

    # Recommend funds by sector
python stock_fund_linkage.py --sector semiconductor
    Analyze fund holdings
    
python stock_fund_linkage.py --fund 000218

    Scheduled Tasks

    # Daily 15:00 after market close
openclaw cron add --name "fund-check" --cron "0 15 * * 1-5" \
  --session isolated --message "Check fund valuation and generate report"
    Weekly report on Monday 8:00
    
openclaw cron add --name "fund-weekly" --cron "0 8 * * 1" \
  --session isolated --message "Generate weekly fund portfolio report"

    Related Files

  • funds/my-funds.md - Portfolio list
  • funds/config.json - Configuration
  • funds/history.md - Transaction history
  • memory/fund-learnings.md - Investment insights

    • *Long-term investing, rational decisions.* πŸ”

    πŸ’‘ Examples

    1. Install Dependencies

    pip install akshare pandas requests

    2. Create Fund List

    Create your portfolio in workspace/funds/my-funds.md:

    ```markdown

    My Fund Portfolio