portfolio-management分析用户持仓截图中的股票和ETF，从技术面、资金面、基本面三个维度进行深度分析，给出明确的持仓建议和新标的推荐。覆盖A股、港股、ETF/基金市场。当用户提及持仓分析、股票分析、投资建议、仓位管理、盘前分析、盘后复盘或上传持仓截图时使用。
Install via ClawdBot CLI:
clawdbot install tingdall/portfolio-managementGrade Limited — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Generated Mar 21, 2026
This skill provides daily pre-market and post-market analysis for users holding A-shares, H-shares, or ETFs. It analyzes technical, capital, and fundamental aspects of each holding, offering clear buy/hold/sell recommendations and new stock suggestions based on market conditions and portfolio gaps.
Users upload portfolio screenshots to receive structured analysis of their stocks and ETFs, including risk assessment and diversification advice. The skill helps identify underperforming assets and recommends complementary new investments to optimize portfolio allocation and manage overall exposure.
The skill ensures data accuracy by cross-referencing multiple sources for market indices, stock prices, and financial metrics. It outputs reports with timestamps and sources, helping users avoid errors from outdated or inconsistent data in fast-moving markets like A-shares and H-shares.
After analyzing holdings, the skill automatically suggests new investment opportunities to fill gaps in industry coverage or risk profiles. It uses a scoring system based on technical, capital, and fundamental factors to recommend up to three new stocks or ETFs with specific entry and exit points.
Offer tiered subscription plans where users pay monthly or annually for daily portfolio reports, advanced analytics, and priority access to new stock recommendations. Revenue comes from recurring fees, with higher tiers including personalized alerts and deeper market insights.
Provide basic portfolio analysis for free, while charging for premium features like detailed technical indicators, historical data comparisons, and automated rebalancing tools. Revenue is generated through in-app purchases or upgrades to advanced plans with enhanced functionality.
License the skill's analysis framework and reporting templates to brokerage firms, investment advisors, or fintech platforms. Revenue comes from licensing fees or revenue-sharing agreements based on usage by institutional clients seeking to enhance their client services.
💬 Integration Tip
Integrate with trading platforms via APIs to automate screenshot uploads and execute recommended trades, ensuring real-time data sync and seamless user experience.
Scored Apr 19, 2026
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