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clawdfolio

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Claude-enabled portfolio analytics for investors

Finance & Accounting#analytics#portfolio#options#export#risk#broker#dca
AuthorYichengYang-Ethan
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Consolidates multi-broker portfolio data and delivers institutional-grade risk analytics to help investors make informed decisions.

Core Features & Use Cases

  • Multi-broker aggregation across Longport, Moomoo/Futu, and demo to provide a unified holdings view.
  • Risk analytics, VaR/CVaR, Sharpe/Sortino, GARCH forecasts, and exposure analysis (Fama-French factors).
  • 20+ automated finance workflows and export options (CSV/JSON) for reporting and automation.
  • Optional integration with options lifecycles and earnings monitoring.

Quick Start

Ask Clawdfolio to generate a full portfolio risk report for your current holdings.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: clawdfolio
Download link: https://github.com/YichengYang-Ethan/clawdfolio/archive/main.zip#clawdfolio

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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