
from clawdfolio11
Quantitative portfolio toolkit: multi-broker aggregation, institutional risk analytics (Sharpe, VaR, CVaR), options strategy lifecycle, and 20+ automated financ
What it does: CLI and Python toolkit for portfolio aggregation, risk analytics, options lifecycle management, and automated workflows. When to use it: portfolio risk analysis, daily briefs, automated alerts, DCA proposals, earnings calendars, and exporting structured reports. What's included: CLI commands, API reference, configuration guidance for brokers, and example workflows. Compatible agents: CLI/Python-capable agents able to run pip and scheduled CLI tasks.
Clawdfolio is a quantitative portfolio toolkit with multi-broker aggregation (Longport, Moomoo/Futu), institutional risk analytics, options strategy lifecycle, and 20+ finance workflows. No bundled scripts to test — the skill relies on its PyPI package. SKILL.md is thorough with excellent frontmatter, clear CLI reference, progressive disclosure to API.md/CONFIG.md, and well-scoped allowed-tools. No security concerns found.
Well-documented skill with no scripts directory. Relies entirely on its PyPI package. allowed-tools scope is good (Bash(clawdfolio *) only). No security issues detected. Demo broker mode allows testing without real credentials.