investorclaw

Analyze FINOS CDM 5.x portfolios into holdings snapshots and structured JSON.

9|2|Updated Mar 18, 2026

Search Tags:#analytics #finance #portfolio #synthesis #holdings #yahoo-finance #cdm-5

Ready to run

npx skills add https://github.com/perlowja/InvestorClaw --skill investorclaw

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: investorclaw
Source: https://github.com/perlowja/InvestorClaw/tree/main/zeroclaw
Command: npx skills add https://github.com/perlowja/InvestorClaw --skill investorclaw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

FINOS CDM 5.x-compliant portfolio analysis for InvestorClaw provides an educational workflow to analyze holdings, performance, bond analytics, analyst consensus, and news, delivering structured insights without investment advice.

Core Features & Use Cases

Holdings snapshots with live prices and CDM 5.x JSON output
Performance analytics, sector allocation, bond analytics, and analyst consensus
Portfolio news integration and full synthesis reports for contextual decision support

Quick Start

Instruct InvestorClaw to analyze a sample portfolio CSV and generate a synthesis report.

Frequently Asked Questions about investorclaw

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I generate a portfolio holdings snapshot with live prices using CSV inputs?▼

To generate a portfolio holdings snapshot, you provide a CSV input containing your asset data. The Skill analyzes these holdings, retrieves live market prices from Yahoo Finance, and outputs a deterministic CDM 5.x JSON snapshot for your records.

Can I produce FINOS CDM 5.x compliant portfolio analytics for equities and bonds?▼

Yes, you can produce FINOS CDM 5.x compliant portfolio analytics for equities and bonds. The Skill processes your holdings to calculate performance metrics, bond analytics, and sector allocation, delivering structured CDM 5.x JSON outputs.

Does portfolio reporting include analyst consensus and market news synthesis?▼

Portfolio reporting does include analyst consensus and market news synthesis. The Skill retrieves relevant financial news and analyst ratings from Yahoo Finance, integrating them into a comprehensive synthesis report for contextual decision support.

What is the best way to analyze risk assessment metrics for an individual investor portfolio?▼

The best way to analyze risk assessment metrics is to input your holdings CSV for the Skill to evaluate. It processes equities, bonds, and cash positions to produce deterministic performance analytics and a structured holdings snapshot without providing investment advice.

Do I need a specific data format to start portfolio analysis and generate a synthesis report?▼

You need a CSV input format to start portfolio analysis and generate a synthesis report. The Skill accepts CSV files containing your holdings data, processes the live market data, and emits a comprehensive synthesis report with CDM 5.x JSON outputs.