asset-plannerAsset Planner (规划虾) - An AI financial advisor that analyzes asset allocation screenshots and generates rebalancing strategies based on the All-Weather Portfo...
Install via ClawdBot CLI:
clawdbot install wltongxue/asset-plannerGrade Limited — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://clawhub.ai/user/wltongxueAudited Jun 5, 2026 · audit v1.0
Generated Aug 7, 2026
用户上传多平台资产截图，规划虾自动识别并分类资产，提供财务健康评分和关键发现，帮助用户了解当前配置的优缺点。
接近退休的用户使用规划虾分析现有组合，根据风险承受能力和时间 horizon 调整四层金字塔比例，确保资产保值和稳定增长。
用户获得年终奖等额外收入，通过规划虾获取如何将新资金分配到现有组合中的具体建议，避免出售现有持仓。
进取型投资者利用规划虾诊断组合的集中度风险和黄金裸奔问题，并获得定投加仓和对冲层调整的建议。
基础资产分析免费，提供高级功能如详细再平衡方案、实时监控和个性化建议作为付费订阅。
在推荐具体基金或理财产品时，通过链接至第三方平台赚取佣金，不向用户直接收费。
将规划虾作为白标解决方案授权给财富管理公司或银行，供其客户使用，按年收取许可证费用。
💬 Integration Tip
考虑接入证券和银行API自动读取持仓，减少手动截图上传；同时提供定期报告功能优化客户粘性。
Scored Aug 7, 2026
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