invest-setup
CommunityInitialize openInvest onboarding in one flow
Finance & Accounting#onboarding#risk tolerance#portfolio setup#investment planning#memory migration#LLM agent workflow#holdings parsing
Authorlongsizhuo
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps users turn a fresh openInvest installation into a usable, personalized investment “commission memo” workflow by collecting profile data and converting a free-form holdings description into the portfolio format the system understands.
Core Features & Use Cases
- First-time onboarding only: Runs a dedicated setup flow when the user asks to initialize openInvest or when
investreportsneeds_setup. - Five-question user intake: Captures identity, risk tolerance, monthly budget context, and a natural-language holdings description.
- Optional wealth context & safe fallbacks: Supports optional wealth_context to improve risk interpretation and uses DeepSeek parsing when keys are provided; otherwise it falls back to a simpler cash-only portfolio mapping.
Quick Start
Ask an AI agent with access to your skills to initialize openInvest by saying: "help me set up invest".
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 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: invest-setup Download link: https://github.com/longsizhuo/openInvest/archive/main.zip#invest-setup Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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