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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.

InvestorClaw 是什麼?

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.

相容平台✓Claude Code~Codex CLI~Cursor
npx skills add argonautsystems/InvestorClaw

在你喜歡的 AI 中提問

開啟一個已預先載入此 Agent Skill 的新對話。

說明文件

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.

InvestorClaw 是做什麼的?

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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