Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
Version History
**Expanded portfolio risk management and governance in orchestration logic** - Added `portfolio-risk-manager` as a required skill dependency. - Enhanced the "Portfolio Refresh" workflow to include running risk manager for IPS mini, position sizing, and ticker-level triggers. - Added rule: when user provides holdings/watchlist, only propose drafts—do not self-modify. - Updated governance section to clarify single source of truth behavior for user holdings. - Other clarifications to ensure risk controls and output trustworthiness.
What This Skill Does
A meta-orchestrator that routes stock analysis requests across data, macro/news, and valuation skills. It classifies user intent into one of four pipeline modes, enforces configurable API budget limits, and produces a structured report with confidence scores and data gaps. It coordinates other skills rather than performing domain analysis itself.
Rather than manually sequencing separate analysis tools, the orchestrator handles routing, API rate pacing, and output aggregation in one pass while keeping runs within free-tier vnstock limits.
When to use it
- Screening Vietnam's VN30 index for top value-quality stocks
- Running a full deep-dive analysis on a single Vietnamese ticker
- Tracing macro or news shocks to affected sectors and candidate stocks
- Refreshing a portfolio with risk scoring and rebalance flag review
- Comparing multiple ticker candidates to identify the strongest based on valuation
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: Screen VN30 for top value-quality names, then deep value the top 3.
- 1Classify request as Multi-Ticker/Universe Screening and set budget to Standard preset
- 2Run vnstock-free-expert broad screener across VN30 universe within API call budget
- 3Score and rank candidates by objective criteria, select top 3 finalists
- 4Run equity-valuation-framework at full depth on each finalist
- 5Aggregate per-module confidence scores, flag data gaps, and compile mandatory output sections
Ranked shortlist of top 3 VN30 names with valuation theses, confidence ratings, risk flags, and suggested next steps such as deepening one ticker or waiting for next macro release
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.