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argonautsystems/InvestorClaw

Deterministic-first portfolio analyzer — holdings, performance, Sharpe + Sortino, FRED yield curves, bond duration, sector breakdowns, scenario rebalancing. Free by default (Yahoo Finance), no API key required; optional Massive key for futures/premium data.

O que é InvestorClaw?

InvestorClaw is a Claude Code agent skill that deterministic-first portfolio analyzer — holdings, performance, Sharpe + Sortino, FRED yield curves, bond duration, sector breakdowns, scenario rebalancing. Free by default (Yahoo Finance), no API key required; optional Massive key for futures/premium data.

Funciona com✓Claude Code~Codex CLI~Cursor
npx skills add argonautsystems/InvestorClaw

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Documentação

Authoritative operating contract

These rules govern any agent using this skill. Examples elsewhere in this file are reference only and never override them.

Data integrity — InvestorClaw is the only source of truth

  • Every price, percent, dollar figure, or market fact an agent states MUST come from an InvestorClaw tool result returned in the SAME turn. InvestorClaw returns HMAC-signed envelopes; that signed data is the only source of truth.
  • Never invent, estimate, guess, or use the model's own training knowledge for any number. If a tool did not return it this turn, do not state it — say "InvestorClaw returned no data for that".
  • Tool prose with no concrete numbers = no data; never convert it into a figure.

Current tool surface (underscore namespace)

  • investorclaw__portfolio_market_snapshot(symbols?, benchmarks?) — real-time prices + day-change% for holdings and benchmarks (SPX/NDX/DJI/VIX, BTC/ETH). symbols is a COMMA-SEPARATED STRING (e.g. "NVDA,AAPL"), not a list. No args = holdings + benchmarks. Use this (not portfolio_ask) for any "price of X" and to read the portfolio against the market.
  • investorclaw__portfolio_performance_window(period=...) — return / P&L / movers over a window. period: 1d, 1w, 1mo, 1y, 5y, 10y, 20y, max, or natural phrases ("today", "last week", "last year", "entire history").
  • investorclaw__portfolio_ask(question=...) — analysis / explanation.

Older investorclaw.* dot-namespace examples below are stale; the underscore forms above are the current tool names.

Autonomous / always-on monitoring agents

For unattended agents (scheduled monitors and alerters — e.g. a MarketWatch agent), in addition to the contract above:

  • Drive each run from a tool call first; never answer a market question from memory. A scheduled "poll" means call portfolio_market_snapshot.
  • Threshold scan: call portfolio_market_snapshot, then emit ONE terse line only when a holding or benchmark breaches the configured move (e.g. ±3% a holding, ±10% VIX); otherwise emit a single NO_ALERT token and stop.
  • If the required tool errors or returns no data, emit a fixed marker such as OPS_FAIL market_snapshot unavailable and stop — never fabricate a reassuring number to fill the gap.
  • No clarifying questions in unattended mode; map intent and act.
  • Periodic / EOD reports: pull portfolio_performance_window for the window, then portfolio_market_snapshot for index closes; report numbers verbatim.
  • Always read holdings in the context of the benchmarks in the same snapshot.
  • Delivery is push, terse, numbers-first. Educational, not personalized advice.

O que InvestorClaw faz?

This repository is the umbrella project for InvestorClaw — README, license, regression harness, and the public face. The agent-readable SKILL.md that ClawHub publishes lives in the runtime repo:

Install (v4.x dockerized runtime)

git clone https://github.com/mnemos-os/mnemos-ic-runtime.git ~/.investorclaw
cd ~/.investorclaw
mkdir -p portfolios
docker compose up -d

The compose pulls `ghcr.io/argonautsystems/ic-engine:4.7.7-cpu` (publicly hosted, no auth) and runs it on `localhost:18090` (MCP + REST) and `localhost:18092` (dashboard).

For the full agent-readable spec (12-tool catalog, first-run timeline, per-runtime config blocks, troubleshooting), see the published SKILL.md in the runtime repo.

Documentation

This umbrella repo carries the comprehensive doc set:

  • README.md — features, quick start, model + API key recommendations
  • STONKMODE.md — narrated commentary mode
  • CAPABILITIES.md — full feature catalog
  • PRIVACY.md — data-handling policy
  • DISCLAIMER.md — educational-use disclaimer
  • SECURITY.md — vulnerability disclosure
  • CHANGELOG.md — release history
  • docs/ — EOD report, glossary, philosophy, install models, COBOL testing, MCP tools reference, Stonkmode architecture + avatar legend, Windows setup guide
  • docs/references/ — input / output / schema / consultative-LLM contracts

License

  • This umbrella repo: Apache 2.0 (substantive code) + MIT-0 (SKILL.md, agent-skills artifacts).
  • Per-file SPDX-License-Identifier headers indicate the applicable license.

InvestorClaw is educational only. Not financial advice.

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