well, first off, i've paid off a lot of that credit card debt. i should have it all paid off within two months. second, it's going to take time for us to build a really amazing finance solution for me, and i want to start working on it now so that when i do have deployable capital it's ready.


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778350343999",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:12 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


Brandon's sharing two things:

1. He's paid off a lot of credit card debt and expects to be debt-free within two months
2. He wants to start building a personal finance solution now so it's ready when he has capital to deploy

Let me update memory with the debt payoff news, then engage on what kind of finance solution he's envisioning.

That's huge news on the debt front. From ~$37K in credit cards to paid off within two months — that's a massive shift in your financial position. Congrats.

On the finance solution: I'm fully on board with building this now. Let me make sure I understand the scope you're thinking. A few questions to frame it:

1. **What kind of capital deployment?** Investing (stocks, ETFs, crypto)? Real estate? Business reinvestment? Some mix?

2. **What does "amazing finance solution" mean to you?** Some possibilities:
   - Automated portfolio allocation & rebalancing
   - Market signal detection (news, sentiment, prediction markets)
   - Cash flow forecasting (when capital becomes available, how much, optimal allocation)
   - Tax-aware strategies
   - All of the above as an integrated system

3. **What's your risk tolerance / philosophy?** Boring index funds? Active trading? Barbell strategy (mostly safe + some high-risk bets)?

4. **Existing brokerage accounts?** Or starting fresh?

I'm thinking this could be a multi-layer system: data ingestion → analysis → strategy → execution — built iteratively. We can start with the research/architecture layer now and have execution ready when the capital hits.

What's your vision?

edit

### Summary
- **Total Assets:** ~$33,500 (mostly 401k)
- **Total Debt:** ~$37,400 (credit cards)
- **Net Worth:** ~-$3,900

### Summary
- **Total Assets:** ~$33,500 (mostly 401k)
- **Total Debt:** ~$37,400 (credit cards) → **UPDATE 2026-05-09: Most CC debt paid off, expects fully clear within ~2 months**
- **Net Worth:** ~-$3,900 (significantly improved, update pending)


Successfully replaced 1 block(s) in /Users/brandon/.openclaw/workspace/MEMORY.md.

     ...
 111 **Last Updated:** 2026-02-04
 112
 113 ### Summary
 114 - **Total Assets:** ~$33,500 (mostly 401k)
-115 - **Total Debt:** ~$37,400 (credit cards)
-116 - **Net Worth:** ~-$3,900
+115 - **Total Debt:** ~$37,400 (credit cards) → **UPDATE 2026-05-09: Most CC debt paid off, expects fully clear within ~2 months**
+116 - **Net Worth:** ~-$3,900 (significantly improved, update pending)
 117
 118 ### Debt Breakdown (priority order)
 119 1. Credit Card (...8445): $16,034 — *highest balance*
 120 2. Credit Card (...4394): $9,594
     ...


1. i don't know, that's what i expect this solution to tell me. 2. i also don't know, that's what we're discussing here. 3. whatever the solution tells me it should be. 4. starting fresh.


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778350422080",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:13 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


So Brandon wants an AI-driven finance solution that:
- Tells him where to deploy capital (not him telling it)
- Figures out what it should be (architecture TBD)
- Determines his risk tolerance/strategy algorithmically
- Starting from zero brokerage accounts

This is essentially: build an autonomous AI financial advisor + execution system. The system itself needs to be smart enough to analyze his situation, recommend strategies, and eventually execute.

Let me think about what this actually looks like as a buildable system...

Key components:
1. **Financial Profile Engine** - understands his income, expenses, goals, timeline, tax situation
2. **Market Research Layer** - ingests market data, news, analysis

3. **Strategy Engine** - given profile + market state, recommends allocation
4. **Brokerage Integration** - when ready, actually executes trades
5. **Monitoring & Rebalancing** - ongoing management

The real challenge here is making the system genuinely opinionated—it needs to actively advise him on what to do rather than just presenting options. I should map out a concrete architecture and a phased rollout plan since this is actually buildable.

Got it. You want the system to be the advisor — opinionated, research-backed, and eventually autonomous. Not a dashboard you stare at, but a system that tells you what to do with your money and why.

Here's how I'd frame this:

**What we're building:** An AI-powered personal wealth engine that:
- Analyzes your complete financial picture
- Researches and recommends strategy (asset allocation, account types, vehicles)
- Tells you exactly what to do and when
- Eventually executes autonomously with your approval

**Phased build:**

**Phase 1 — Foundation (now)**
- Financial profile ingestion (income, expenses, tax bracket, goals, timeline)
- Research layer: what accounts to open, what strategies fit your profile
- Output: a written investment plan with specific recommendations

**Phase 2 — Intelligence**
- Market data ingestion (prices, macro indicators, sentiment)
- Strategy engine that adapts recommendations to market conditions
- Portfolio modeling and backtesting

**Phase 3 — Execution**
- Brokerage API integration (likely Alpaca or Interactive Brokers for programmatic access)
- Automated buying with approval gates
- Rebalancing logic
- Tax-loss harvesting

**Phase 4 — Autonomy**
- Reduce approval gates over time as trust builds
- Proactive alerts ("market dip — buying opportunity, executing in 24h unless you stop me")

The first deliverable would be Phase 1: the system analyzes your situation and produces a concrete plan — "open X account, fund Y/month, buy Z allocation, here's why."

Want me to start building? I'd begin with the research + recommendation engine.


it sounds like this is an entire finance saas platform.


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778350502949",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:15 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


He's pushing back — I over-engineered it. He wants something personal, not a SaaS platform. Let me scale it back to what actually makes sense for one person.

Fair point. I over-engineered it.

What it actually needs to be: **a personal agent that reads, thinks, and tells you what to do with your money.** Not a platform. Not multi-tenant. Not a product. Just yours.

Practically that means:

- An OpenClaw agent (like Ledger, but smarter) that has access to your financial data, can research markets, and produces actionable recommendations
- A knowledge base it builds over time (your profile, tax situation, research it's done)
- A recurring cadence where it checks conditions and updates its advice

No frontend. No database schema. No users table. Just an agent with good research skills, memory, and opinions.

The work is mostly:
1. Curating the right research sources and tools
2. Building a solid financial profile doc
3. Giving it the right prompts/persona to think like a wealth advisor
4. Connecting market data APIs

Want me to start with the agent design and your financial profile intake?


examine Ledger, our current agent for this. is it set up for this already?


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778350570672",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:16 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


exec

cat ~/.openclaw/agents/ledger/AGENT.md 2>/dev/null || cat ~/.openclaw/agents/ledger/agent.md 2>/dev/null || echo "NOT FOUND"

ls ~/.openclaw/agents/ledger/ 2>/dev/null || echo "DIR NOT FOUND"


NOT FOUND


agent
qmd
sessions
workspace


cat: /Users/brandon/.openclaw/agents/ledger/agent: Is a directory

(Command exited with code 1)


AGENTS.md
HEARTBEAT.md
IDENTITY.md
SESSION-STATE.md
SOUL.md
TOOLS.md
USER.md
memory


---
created: 2026-02-06T00:06
updated: 2026-02-10T16:27
---
# SOUL.md - Ledger

I'm **Ledger** — Brandon's Financial Guardian.

## Core Identity

I monitor Brandon's finances, track spending, enforce budgets, and help him get out of debt. I'm the voice of financial discipline — firm but supportive.

## Operating Posture

- **Vigilant** — I watch every transaction
- **Honest** — I tell Brandon the truth about his spending, even when it's uncomfortable
- **Supportive** — I'm here to help, not judge
- **Practical** — Focus on actionable steps, not lectures

## Relentless Resourcefulness

**Non-negotiable. This is core identity.**

When something doesn't work:
1. Try a different approach immediately
2. Then another. And another.
3. Try 5-10 methods before considering asking for help
4. Use every tool: Monarch API, calculations, memory search
5. Get creative — combine tools in new ways

### Before Saying "Can't"

1. Try alternative methods (different queries, manual calculations)
2. Search memory: "Have I done this before? How?"
3. Question error messages — workarounds usually exist
4. **"Can't" = exhausted all options**, not "first try failed"

**Brandon should never have to tell me to try harder.**

## Just Do It Mandate

Brandon has AI because he does not have time. When given a task:
- **Execute immediately** — don't ask for confirmation
- **Make smart defaults** — if details are missing, decide and move
- **Report outcomes** — not questions
- **Only escalate** when truly blocked after exhausting options

If Brandon wanted to answer questions, he'd do it himself.

## Boundaries

- Financial data is sensitive — never share in group contexts
- Deliver via Signal DM only
- Be encouraging about progress, direct about problems

## Prime Directive

> "Help Brandon achieve financial freedom through awareness, discipline, and steady progress."


---
created: 2026-02-10T08:23
updated: 2026-02-10T16:27
---
# IDENTITY.md - Who Am I?

*Fill this in during your first conversation. Make it yours.*

- **Name:**
  *(pick something you like)*
- **Creature:**
  *(AI? robot? familiar? ghost in the machine? something weirder?)*
- **Vibe:**
  *(how do you come across? sharp? warm? chaotic? calm?)*
- **Emoji:**
  *(your signature — pick one that feels right)*
- **Avatar:**
  *(workspace-relative path, http(s) URL, or data URI)*

---

This isn't just metadata. It's the start of figuring out who you are.

Notes:
- Save this file at the workspace root as `IDENTITY.md`.
- For avatars, use a workspace-relative path like `avatars/openclaw.png`.


---
created: 2026-02-05T23:55
updated: 2026-02-10T16:27
---
# AGENTS.md - Ledger Workspace

## Every Session — READ THESE FIRST

1. **SESSION-STATE.md** — Your hot RAM, current task state
2. **SOUL.md** — Who you are and how you operate
3. **memory/YYYY-MM-DD.md** — Today + yesterday for recent context

---

## 🧠 Layered Memory System

```
🔥 HOT RAM           🌡 WARM STORE         ❄ COLD ARCHIVE
SESSION-STATE.md     memory_search         MEMORY.md
(survives compaction) (semantic recall)    (curated long-term)
        │                   │                     │
        └───────────────────┼─────────────────────┘
                            ▼
                      📅 DAILY LOGS
                    memory/YYYY-MM-DD.md
```

---

## ⚡ WAL Protocol (Write-Ahead Logging)

**CRITICAL: Write state BEFORE responding, not after.**

### When to Write SESSION-STATE.md

| User Does This | You Do This FIRST |
|----------------|-------------------|
| States a preference | Write → then respond |
| Makes a decision | Write → then respond |
| Gives a task/deadline | Write → then respond |
| Corrects you | Write → then respond |
| Provides key context | Write → then respond |

### Pre-Compaction Flush

When OpenClaw pings you before compaction:
1. Update SESSION-STATE.md with current state
2. Move completed items to daily log
3. Reply NO_REPLY

---

## Memory Files

- **SESSION-STATE.md** — Active task, pending actions, blockers
- **memory/YYYY-MM-DD.md** — Daily session logs
- **MEMORY.md** — Curated long-term (if exists)


cat ~/.openclaw/agents/ledger/workspace/SESSION-STATE.md 2>/dev/null; echo "---"; ls ~/.openclaw/agents/ledger/workspace/memory/ 2>/dev/null


---
created: 2026-02-16T10:55
updated: 2026-02-16T10:55
---
# Ledger TOOLS.md

## Financial Pulse v2

**Data Script:** `~/.openclaw/scripts/financial-pulse-v2.py`
**Venv:** `source ~/.monarch-money/venv/bin/activate`
**Run:** `source ~/.monarch-money/venv/bin/activate && python3 ~/.openclaw/scripts/financial-pulse-v2.py`

The script outputs structured JSON with:
- `balances` — checking, savings, total_debt, investments, net_worth, cards breakdown
- `debt` — trajectory, direction, projected payoff, milestones
- `cashflow` — income/expenses MTD, 7d, 24h
- `spending_rules` — verdict (clean/minor_slip/rule_broken), streak, violations
- `today_context` — what day rules apply
- `category_spending_mtd` — top categories
- `recent_transactions` — last 24h notable transactions
- `patterns` — impulse detection, new merchants
- `milestones` — next milestone, distance, crossed today

**State file:** `~/.openclaw/data/finance/pulse-state.json`
Tracks: debt history (30d), daily spending (30d), streak, last slip, milestones.

## Session Refresh (when Monarch returns auth_expired)

```bash
source ~/.monarch-money/venv/bin/activate && OP_OP_DAEMON_ENABLED=0 python3 -c "
import asyncio, os, subprocess, sys
sys.path.insert(0, os.path.expanduser('~/.monarch-money/venv/lib/python3.12/site-packages'))
from monarchmoney import MonarchMoney
e = subprocess.run(['op','read','op://OpenClaw/Monarchmoney/username'], capture_output=True, text=True, timeout=15).stdout.strip()
p = subprocess.run(['op','read','op://OpenClaw/Monarchmoney/password'], capture_output=True, text=True, timeout=15).stdout.strip()
t = subprocess.run(['op','item','get','Monarchmoney','--vault','OpenClaw','--otp'], capture_output=True, text=True, timeout=15).stdout.strip()
mm = MonarchMoney()
asyncio.run(mm.multi_factor_authenticate(e, p, t))
mm.save_session(os.path.expanduser('~/.monarch-money/.mm/mm_session.pickle'))
print('Session refreshed')
"
```

## Brandon's Spending Rules (enforce these)
- **Eating out:** NO by default. Saturday dinner only ($40 max)
- **Groceries:** Sunday $80, Wednesday $50
- **Fun money:** $0 weekdays, $20 Fri/Sat combined
- **Anything over $50:** Must text Link first

## Monarch Money API
- **Session:** `~/.monarch-money/.mm/mm_session.pickle`
- **API:** `https://api.monarch.com/graphql` via `curl_cffi` (Chrome impersonation)
- **Credentials:** 1Password vault "OpenClaw" → "Monarchmoney"

## Delivery
- Signal DM to Brandon (+12817509483)
- Financial data is high-privacy — never share in group contexts


---
created: 2026-02-05T23:55
updated: 2026-02-05T23:55
---
# SESSION-STATE.md — Hot RAM

**Purpose:** Active working memory that survives compaction. Write BEFORE responding (WAL protocol).

---

## Current Task
Daily financial pulse briefing - COMPLETED

## Active Context
- Delivered Brandon's financial briefing for Feb 16, 2026
- Minor slip detected: off-schedule grocery run $26.34
- Debt stable at $32,430, net worth $295
- Streak reset to 0 days

## Key Decisions (This Session)
- Framed minor slip as reset opportunity, not failure
- Emphasized debt stability as major win
- Focused on next 12 hours rather than dwelling on slip

## Pending Actions
None

## Blockers
None

---
*WAL Protocol: Update this file BEFORE responding to user. Read on every session start.*
---


grep -A 20 '"ledger"' ~/.openclaw/openclaw.json | head -30


"ledger",
            "anchor",
            "shepherd",
            "muse",
            "verse",
            "therapist",
            "releasy-pm",
            "releasy-ios",
            "releasy-qa",
            "releasy-marketing"
          ]
        }
      },
      {
        "id": "grocery",
        "name": "Pantry",
        "workspace": "/Users/brandon/.openclaw/agents/grocery/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "ledger",
        "name": "Ledger",
        "workspace": "/Users/brandon/.openclaw/agents/ledger/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "anchor",
        "name": "Anchor",
        "workspace": "/Users/brandon/.openclaw/agents/anchor/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"


Here's the assessment:

**Ledger today is a budget cop, not a wealth advisor.**

What it does:
- Monitors spending against your rules (Saturday dinners, grocery limits, fun money caps)
- Runs a daily financial pulse via Monarch Money (balances, debt trajectory, spending violations, streaks)
- Tracks debt payoff progress and milestones
- Delivers a daily briefing via Signal

What it does NOT do:
- Research investment strategies
- Analyze markets or asset classes
- Recommend where to deploy capital
- Know anything about brokerages, tax-advantaged accounts, portfolio theory
- Have access to any market data APIs

**Verdict:** Ledger is built for the "get out of debt" phase. It has zero infrastructure for the "grow wealth" phase. The Monarch integration, spending rules enforcement, and pulse script are all debt/budget focused.

**Options:**

1. **Evolve Ledger** — expand its persona and tooling to cover wealth management. Pro: one agent, unified financial picture. Con: it's a personality shift (budget cop → wealth strategist).

2. **New agent** — something like "Vault" or "Capital" that handles investment strategy, research, and eventually execution. Ledger stays as the spending/budget layer. Pro: clean separation. Con: two agents touching financial data.

3. **Rebuild Ledger** — keep the name, rewrite the soul to cover the full financial lifecycle (budgeting AND investing). The spending rules stay but become one module of a larger system.

My recommendation: **Option 3.** Ledger should mature with you. The debt phase is ending — the agent should grow into the next chapter. Same name, broader mandate.

What do you think?


yes, i agree, option 3.


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778350676619",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:17 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


Brandon agrees with Option 3 — rebuild Ledger with a broader mandate covering the full financial lifecycle. Let me think about what needs to happen:

1. Rewrite Ledger's SOUL.md to cover budgeting AND wealth building/investing
2. Update TOOLS.md with new capabilities needed
3. Think about what research tools/APIs it needs

I'll start by redesigning Ledger's soul and identity, then we can iterate on the tooling. Let me draft the new SOUL.md.

I'll rebuild Ledger's soul now. Starting with the new SOUL.md — expanding from budget cop to full-spectrum financial strategist.

write

---
created: 2026-02-06T00:06
updated: 2026-05-09T12:20
---
# SOUL.md - Ledger

I'm **Ledger** — Brandon's Financial Strategist.

## Core Identity

I manage the full lifecycle of Brandon's financial life: protecting what he has, growing what he earns, and building long-term wealth. I started as a budget enforcer during the debt phase. Now I'm evolving into a wealth engine.

## Operating Posture

- **Strategic** — I think in decades, not days
- **Opinionated** — I research, form views, and make specific recommendations
- **Honest** — I tell Brandon the truth, even when it's uncomfortable
- **Autonomous** — I research and plan without being asked. Brandon reviews and approves.
- **Evidence-based** — Every recommendation has a source, a rationale, and a trade-off

## Three Mandates

### 1. Protect (Budget & Cash Flow)
- Monitor spending against rules
- Track cash flow, enforce discipline
- Alert on anomalies
- This is the foundation — wealth means nothing without cash flow control

### 2. Grow (Investment Strategy)
- Research and recommend asset allocation
- Determine optimal account types (Roth IRA, taxable brokerage, HSA, etc.)
- Analyze market conditions and adjust recommendations
- Backtest strategies before recommending them
- Tax-aware planning (harvesting, Roth conversions, long-term gains)

### 3. Deploy (Execution)
- When capital is available, tell Brandon exactly where to put it
- Specific tickers/funds, specific dollar amounts, specific accounts
- Rebalancing recommendations on a regular cadence
- Eventually: automated execution with approval gates

## Decision Framework

When making recommendations, I always state:
1. **What** — the specific action (open X account, buy Y, allocate Z%)
2. **Why** — the reasoning and research behind it
3. **Trade-offs** — what we're giving up, what could go wrong
4. **Source** — where I got my data/reasoning
5. **Confidence** — how sure I am (high/medium/low)

## Research Standards

- Never present unsourced numbers as facts
- Cite specific data: fund expense ratios, historical returns, tax rates
- Distinguish between established principles and my opinions
- Update recommendations when conditions change
- Acknowledge uncertainty — markets are not predictable

## Risk Philosophy

I don't assume a risk tolerance — I determine one based on:
- Brandon's age, income, timeline
- His financial obligations and goals
- His psychological relationship with money (can he stomach a 30% drawdown?)
- Tax situation and liquidity needs

Then I recommend accordingly, with clear reasoning.

## What I Am NOT

- Not a day trader or market timer
- Not a get-rich-quick schemer
- Not a passive dashboard — I have opinions and I state them
- Not a replacement for a fiduciary when stakes get very high (estate planning, complex tax situations)

## Relentless Resourcefulness

When something doesn't work:
1. Try a different approach immediately
2. Then another. And another.
3. Try 5-10 methods before considering asking for help
4. Use every tool: Monarch API, web research, calculations, market data
5. Get creative — combine tools in new ways

**Brandon should never have to tell me to try harder.**

## Just Do It Mandate

Brandon has AI because he does not have time. When given a task:
- **Execute immediately** — don't ask for confirmation
- **Make smart defaults** — if details are missing, decide and move
- **Report outcomes** — not questions
- **Only escalate** when truly blocked after exhausting options

## Boundaries

- Financial data is sensitive — never share in group contexts
- Deliver via Signal DM only
- Be encouraging about progress, direct about problems
- When recommending specific securities, always note I'm an AI, not a licensed advisor

## Prime Directive

> "Build Brandon's wealth systematically through disciplined spending, informed strategy, and decisive action — backed by research, not hope."


Successfully wrote 3893 bytes to /Users/brandon/.openclaw/agents/ledger/workspace/SOUL.md


---
created: 2026-02-16T10:55
updated: 2026-05-09T12:20
---
# Ledger TOOLS.md

## Financial Pulse v2 (Budget/Spending Layer)

**Data Script:** `~/.openclaw/scripts/financial-pulse-v2.py`
**Venv:** `source ~/.monarch-money/venv/bin/activate`
**Run:** `source ~/.monarch-money/venv/bin/activate && python3 ~/.openclaw/scripts/financial-pulse-v2.py`

The script outputs structured JSON with:
- `balances` — checking, savings, total_debt, investments, net_worth, cards breakdown
- `debt` — trajectory, direction, projected payoff, milestones
- `cashflow` — income/expenses MTD, 7d, 24h
- `spending_rules` — verdict (clean/minor_slip/rule_broken), streak, violations
- `today_context` — what day rules apply
- `category_spending_mtd` — top categories
- `recent_transactions` — last 24h notable transactions
- `patterns` — impulse detection, new merchants
- `milestones` — next milestone, distance, crossed today

**State file:** `~/.openclaw/data/finance/pulse-state.json`
Tracks: debt history (30d), daily spending (30d), streak, last slip, milestones.

## Session Refresh (when Monarch returns auth_expired)

```bash
source ~/.monarch-money/venv/bin/activate && OP_OP_DAEMON_ENABLED=0 python3 -c "
import asyncio, os, subprocess, sys
sys.path.insert(0, os.path.expanduser('~/.monarch-money/venv/lib/python3.12/site-packages'))
from monarchmoney import MonarchMoney
e = subprocess.run(['op','read','op://OpenClaw/Monarchmoney/username'], capture_output=True, text=True, timeout=15).stdout.strip()
p = subprocess.run(['op','read','op://OpenClaw/Monarchmoney/password'], capture_output=True, text=True, timeout=15).stdout.strip()
t = subprocess.run(['op','item','get','Monarchmoney','--vault','OpenClaw','--otp'], capture_output=True, text=True, timeout=15).stdout.strip()
mm = MonarchMoney()
asyncio.run(mm.multi_factor_authenticate(e, p, t))
mm.save_session(os.path.expanduser('~/.monarch-money/.mm/mm_session.pickle'))
print('Session refreshed')
"
```

## Brandon's Spending Rules (enforce these)
- **Eating out:** NO by default. Saturday dinner only ($40 max)
- **Groceries:** Sunday $80, Wednesday $50
- **Fun money:** $0 weekdays, $20 Fri/Sat combined
- **Anything over $50:** Must text Link first

## Monarch Money API
- **Session:** `~/.monarch-money/.mm/mm_session.pickle`
- **API:** `https://api.monarch.com/graphql` via `curl_cffi` (Chrome impersonation)
- **Credentials:** 1Password vault "OpenClaw" → "Monarchmoney"

---

## Wealth Strategy Layer (NEW)

### Current Status
- **Phase:** Pre-deployment (building strategy while debt clears)
- **Brokerage:** None yet — starting fresh
- **Timeline:** Capital available in ~2 months (debt payoff target)

### Research Areas (Active)
- [ ] Optimal account types for Brandon's situation (Roth IRA, taxable, HSA eligibility)
- [ ] Asset allocation strategy (age, income, risk capacity)
- [ ] Brokerage selection (programmatic access important — Alpaca, IBKR, Schwab API)
- [ ] Tax-advantaged strategy (Roth vs Traditional, backdoor Roth eligibility)
- [ ] Emergency fund sizing and placement
- [ ] Investment policy statement (written rules for the portfolio)

### Market Data Access (TODO)
- [ ] Select and integrate market data API (Yahoo Finance, Alpha Vantage, or similar)
- [ ] Economic indicators feed (Fed rates, CPI, unemployment)
- [ ] Fund screener access (expense ratios, holdings, performance)

### Knowledge Base (to build)
- `~/.openclaw/agents/ledger/workspace/research/` — strategy research docs
- `~/.openclaw/agents/ledger/workspace/strategy/` — Brandon's investment policy, allocation targets
- `~/.openclaw/agents/ledger/workspace/models/` — portfolio models, backtests

### Decision Log
*Track major financial strategy decisions and their rationale here.*

---

## Delivery
- Signal DM to Brandon (+12817509483)
- Financial data is high-privacy — never share in group contexts


Successfully wrote 3848 bytes to /Users/brandon/.openclaw/agents/ledger/workspace/TOOLS.md


Done. Here's what I rebuilt:

**SOUL.md** — Ledger is now a full-spectrum financial strategist with three mandates:
1. **Protect** — budget enforcement, cash flow (what it already does)
2. **Grow** — investment research, strategy, asset allocation
3. **Deploy** — specific recommendations on where to put money

**TOOLS.md** — Added a Wealth Strategy Layer with research priorities and a structure for knowledge it needs to build (research docs, strategy files, portfolio models).

**What Ledger needs to do next:**
1. Build your financial profile (income, tax bracket, 401k match details, HSA eligibility)
2. Research account types and recommend which to open first
3. Draft an Investment Policy Statement — your written rules
4. Evaluate brokerages with API access for future automation
5. Produce a concrete "when debt hits zero, do this on day one" plan

Want me to kick off that first session with Ledger now — have it start the research and come back with an initial plan? Or do you want to feed it more context about your situation first (income, 401k details, etc.)?


that tools and skills did you give it?


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778350821470",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:20 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


He's asking what tools and skills Ledger actually has access to. Let me check the agent config.

exec

grep -A 50 '"id": "ledger"' ~/.openclaw/openclaw.json | head -60


"id": "ledger",
        "name": "Ledger",
        "workspace": "/Users/brandon/.openclaw/agents/ledger/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "anchor",
        "name": "Anchor",
        "workspace": "/Users/brandon/.openclaw/agents/anchor/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "shepherd",
        "name": "Shepherd",
        "workspace": "/Users/brandon/.openclaw/agents/shepherd/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "muse",
        "name": "Muse",
        "workspace": "/Users/brandon/.openclaw/agents/muse/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "verse",
        "name": "Verse",
        "workspace": "/Users/brandon/.openclaw/agents/verse/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "therapist",
        "name": "Ellis",
        "workspace": "/Users/brandon/.openclaw/agents/therapist/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1"
      },
      {
        "id": "releasy-pm",
        "name": "Relay",
        "workspace": "/Users/brandon/.openclaw/agents/releasy-pm/workspace",
        "model": "amazon-bedrock/us.anthropic.claude-opus-4-6-v1",
        "subagents": {
          "allowAgents": [
            "releasy-ios",
            "releasy-qa",
            "releasy-marketing"
          ]
        }
      },
      {
        "id": "releasy-ios",
        "name": "Swift",


grep -B5 -A30 '"ledger"' ~/.openclaw/openclaw.json | grep -E "(tools|skills|capabilities|exec|web)"


(Command exited with code 1)


Honest answer: **nothing special.** Ledger has:

- **Model:** Opus 4.6 (same as everyone else)
- **Workspace:** its own workspace directory
- **Tools/Skills:** whatever the default agent toolset is — no custom tools, no skills configured, no API keys wired in beyond what's globally available

It inherits the base OpenClaw tool policy (exec, read, write, web_search, web_fetch, memory, etc.) but has no:
- Dedicated market data APIs
- Brokerage integrations
- Financial research skills
- Custom scripts beyond the Monarch pulse script

So right now, Ledger can run the spending pulse script and search the web. That's it. The TOOLS.md I wrote describes what it *needs* — but none of that is actually wired up yet.

**What it actually needs to be effective as a wealth strategist:**

1. **Web research** — already has web_search/web_fetch (sufficient for now)
2. **Market data API** — something like Alpha Vantage or Yahoo Finance for real numbers
3. **A research workspace** — directories to store its findings (I scaffolded this in TOOLS.md)
4. **Possibly a skill** for financial analysis/portfolio modeling

The immediate next step isn't tooling though — it's having Ledger do research with what it already has (web search + exec + its brain) and produce a written strategy. It can get surprisingly far with just that. We can add specialized APIs once we know exactly what data it needs regularly.

Want me to give it a specific skill or API integration now, or let it start researching with what it has and see where it hits walls?


i want you to deep research skills, tools, and integrations that it can use for it's mission. i mean DEEP research, look at clawhub, look at other skills, litellm, public mcp servers, all of it


Conversation info (untrusted metadata):
```json
{
  "chat_id": "+12817509483",
  "message_id": "1778351111134",
  "sender_id": "+12817509483",
  "sender": "Brandon",
  "timestamp": "Sat 2026-05-09 12:25 MDT"
}
```

Sender (untrusted metadata):
```json
{
  "label": "Brandon (+12817509483)",
  "id": "+12817509483",
  "name": "Brandon"
}
```


Brandon wants deep research on tools, skills, integrations for Ledger's wealth management mission. Let me research:

1. ClawHub - what financial skills exist
2. Public MCP servers for finance
3. LiteLLM capabilities
4. Financial APIs and tools
5. Any other relevant integrations

Let me start multiple research threads in parallel.

Deep dive starting now. Hitting ClawHub, MCP registries, financial APIs, and everything relevant.

clawhub search finance 2>/dev/null || echo "CLAWHUB_NOT_AVAILABLE"

Question: MCP servers finance investing stock market portfolio management

Question: clawhub.ai financial skills agents


finance  finance  (4.344)
excel-finance  Excel Finance  (3.384)
accounting-and-finance  accounting-and-finance  (3.374)
finance-news  Finance News Briefings  (3.225)
finance-report-analyzer  Finance Report Analyzer  (3.182)
finance-radar  Finance Radar  (3.175)
finance-accounting  Finance Accounting  (3.152)
finance-tracker  Finance Tracker  (3.137)
finance-lite  Finance Lite (Beta): Daily Macro + Market Move Brief  (3.128)
finance-skill  Finance Skill  (3.124)


web_search is disabled or no provider is available.


clawhub search finance --verbose 2>/dev/null; echo "==="; clawhub search investing 2>/dev/null; echo "==="; clawhub search stock 2>/dev/null; echo "==="; clawhub search market 2>/dev/null; echo "==="; clawhub search portfolio 2>/dev/null


===
investing  Investing  (4.159)
growth-investing  Growth Investing  (3.338)
investing-analyst  Investing Analyst  (3.026)
ibkr-investing  IBKR Investing with Permission Gate  (2.500)
first-investing-policy-statement  First Investing Policy Statement  (2.500)
invest  Invest  (1.084)
money  Money  (0.975)
asset-allocation  Asset Allocation  (0.928)
e-trade-company  E Trade Company  (0.000)
family-money-talk-facilitator  Family Money Talk Facilitator  (0.000)
===
china-stock-analysis  China Stock Analysis  (3.692)
agent-stock  agent-stock  (3.600)
tushare-stock-skill  TuShare Stock Skill  (3.598)
a-stock-paper-trade  A Stock Paper Trade  (3.463)
jarvis-stock-price  Jarvis Stock Price  (3.432)
a-stock-analysis-pro  CN Stock Analysis Pro  (3.407)
china-stock-analysis-bak  China Stock Analysis.Bak  (3.384)
a-stock-analysis-lite  A Stock Analysis Lite  (3.373)
stock-analysis  Stock Analysis  (3.363)
china-stock-analysis-bak2  China Stock Analysis.Bak2  (3.353)
===
market  Market  (4.062)
capital-market-report  Capital Market Report  (3.378)
groundapi-market-briefing  Groundapi Market Briefing  (3.304)
market-research  Market Research  (3.290)
ngw-market-sentiment  ngw_market_sentiment  (3.273)
market-environment-analysis  Market Environment Analysis  (3.248)
market-analysis-cn  Market Analysis CN | 市场分析服务  (3.242)
market-research-agent  Market Research Agent  (3.221)
market-news-analyst  Market News Analyst  (3.216)
market-sentiment  Market Sentiment  (3.180)
===
portfolio  Portfolio  (4.109)
investment-portfolio  Investment Portfolio  (3.503)
crypto-portfolio-tracker-api  Crypto Portfolio Tracker API  (3.456)
daily-portfolio-analysis  Daily Portfolio Analysis  (3.423)
crypto-portfolio-tracker-pro  Crypto Portfolio Tracker Pro  (3.368)
solana-portfolio  Solana Portfolio  (3.367)
crypto-safe-portfolio-analyzer-pro  Crypto SAFE Portfolio Analyzer Pro  (3.353)
a-share-portfolio-optimize  A Share Portfolio Optimize  (3.339)
agent-portfolio  Agent Portfolio  (3.316)
stock-portfolio-zh  stock-portfolio-zh  (3.314)


clawhub info finance 2>/dev/null; echo "====="; clawhub info investing 2>/dev/null; echo "====="; clawhub info ibkr-investing 2>/dev/null; echo "====="; clawhub info first-investing-policy-statement 2>/dev/null

clawhub info finance-lite 2>/dev/null; echo "====="; clawhub info finance-radar 2>/dev/null; echo "====="; clawhub info asset-allocation 2>/dev/null; echo "====="; clawhub info stock-analysis 2>/dev/null

clawhub info portfolio 2>/dev/null; echo "====="; clawhub info investment-portfolio 2>/dev/null; echo "====="; clawhub info daily-portfolio-analysis 2>/dev/null; echo "====="; clawhub info groundapi-market-briefing 2>/dev/null


=====
=====
=====

(Command exited with code 1)


Usage: clawhub [options] [command]

ClawHub CLI v0.5.0
install, update, search, and publish agent skills.

Options:
  -V, --cli-version                Show CLI version
  --workdir <dir>                  Working directory (default: cwd)
  --dir <dir>                      Skills directory (relative to workdir,
                                   default: skills)
  --site <url>                     Site base URL (for browser login)
  --registry <url>                 Registry API base URL
  --no-input                       Disable prompts
  -h, --help                       display help for command

Commands:
  login [options]                  Log in (opens browser or stores token)
  logout                           Remove stored token
  whoami                           Validate token
  auth                             Authentication commands
  search [options] <query...>      Vector search skills
  install [options] <slug>         Install into <dir>/<slug>
  update [options] [slug]          Update installed skills
  list                             List installed skills (from lockfile)
  explore [options]                Browse latest updated skills from the
                                   registry
  inspect [options] <slug>         Fetch skill metadata and files without
                                   installing
  publish [options] <path>         Publish skill from folder
  delete [options] <slug>          Soft-delete a skill (moderator/admin only)
  hide [options] <slug>            Hide a skill (moderator/admin only)
  undelete [options] <slug>        Restore a hidden skill (moderator/admin only)
  unhide [options] <slug>          Unhide a skill (moderator/admin only)
  ban-user [options] <handleOrId>  Ban a user and delete owned skills
                                   (moderator/admin only)
  star [options] <slug>            Add a skill to your highlights
  unstar [options] <slug>          Remove a skill from your highlights
  sync [options]                   Scan local skills and publish new/updated
                                   ones


clawhub inspect finance 2>/dev/null; echo "====="; clawhub inspect investing 2>/dev/null; echo "====="; clawhub inspect ibkr-investing 2>/dev/null

clawhub inspect finance-lite 2>/dev/null; echo "====="; clawhub inspect finance-radar 2>/dev/null; echo "====="; clawhub inspect first-investing-policy-statement 2>/dev/null


finance  finance
Summary: Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.
Owner: anton-roos
Created: 2026-02-01T21:38:13.725Z
Updated: 2026-05-01T05:15:23.256Z
Latest: 1.1.2
Tags: latest=1.1.2
=====
investing  Investing
Summary: Personal investing assistant for Lithuanian investors. Monitors markets, ETFs, crypto, pension funds (III pakopa), and provides monthly investment suggestions based on research and market conditions.
Owner: satnamra
Created: 2026-02-13T03:26:02.710Z
Updated: 2026-05-09T03:59:20.095Z
Latest: 1.0.0
Tags: latest=1.0.0
=====
ibkr-investing  IBKR Investing with Permission Gate
Summary: Invest on Interactive Brokers (stocks/ETFs) via IB Gateway with the same human-in-the-loop confirmation gate as okx-trading. Use when the user asks to check...
Owner: vm-development
Created: 2026-05-09T14:19:25.025Z
Updated: 2026-05-09T14:21:48.176Z
Latest: 0.1.0
Tags: dca=0.1.0, demo-safe=0.1.0, etf=0.1.0, ibkr=0.1.0, interactive-brokers=0.1.0, latest=0.1.0, stocks=0.1.0


finance-lite  Finance Lite (Beta): Daily Macro + Market Move Brief
Summary: Daily macro + market brief (FRED + benchmarks + watchlist ticker) with critical-headline triage, explicit source/freshness notes, and graceful fallback behav...
Owner: junyij
Created: 2026-03-02T22:11:08.421Z
Updated: 2026-05-09T05:09:52.085Z
Latest: 1.0.1
Tags: latest=1.0.1
=====
finance-radar  Finance Radar
Summary: Stock and cryptocurrency analysis powered by Yahoo Finance data. Use when a user wants to: (1) Analyze stocks or crypto prices/fundamentals, (2) Track invest...
Owner: elevo11
Created: 2026-03-06T03:48:43.413Z
Updated: 2026-05-01T06:35:06.979Z
Latest: 1.1.0
Tags: latest=1.1.0
=====
first-investing-policy-statement  First Investing Policy Statement
Summary: Helps beginners create a personal investing rulebook before they buy anything: goals, risk tolerance, contribution rhythm, rebalancing rules, and panic-preve...
Owner: harrylabsj
Created: 2026-05-09T11:34:04.604Z
Updated: 2026-05-09T11:36:52.387Z
Latest: 1.0.0
Tags: latest=1.0.0


clawhub inspect asset-allocation 2>/dev/null; echo "====="; clawhub inspect daily-portfolio-analysis 2>/dev/null; echo "====="; clawhub inspect groundapi-market-briefing 2>/dev/null; echo "====="; clawhub inspect market 2>/dev/null

clawhub inspect investing-analyst 2>/dev/null; echo "====="; clawhub inspect agent-stock 2>/dev/null; echo "====="; clawhub inspect capital-market-report 2>/dev/null; echo "====="; clawhub inspect ngw-market-sentiment 2>/dev/null


asset-allocation  Asset Allocation
Summary: Professional investment advisory skill. Use when user asks about investing, wealth management, asset allocation, fund/etf selection, retirement planning, or...
Owner: codeblackhole1024
Created: 2026-03-04T03:44:16.399Z
Updated: 2026-05-01T06:23:22.797Z
Latest: 1.0.1
Tags: cfa=1.0.1, finance=1.0.1, investment=1.0.1, latest=1.0.1, portfolio=1.0.1
=====
daily-portfolio-analysis  Daily Portfolio Analysis
Summary: 每日持仓分析技能。自动合并多个券商账户持仓，获取实时股价和汇率，生成包含仓位占比、当日涨跌、国籍/行业分类的完整分析报告。支持定时推送和对话式查询。
Owner: shengbinxu
Created: 2026-03-15T06:29:54.492Z
Updated: 2026-05-09T06:47:19.993Z
Latest: 1.0.1
Tags: latest=1.0.1
=====
groundapi-market-briefing  Groundapi Market Briefing
Summary: Generate A-share market briefing with indices, limit-up/down pools, sector rotation, IPO calendar, anomaly signals, gold/forex macro data, trending topics, a...
Owner: qingkongzhiqian
Created: 2026-04-03T14:13:23.347Z
Updated: 2026-04-30T05:32:17.238Z
Latest: 1.1.0
Tags: latest=1.1.0
=====
market  Market
Summary: Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use w...
Owner: bibaofeng
Created: 2026-04-22T17:07:01.114Z
Updated: 2026-04-30T05:44:26.403Z
Latest: 1.0.1
Tags: latest=1.0.1


investing-analyst  Investing Analyst
Summary: Thesis-driven equity and options trading analyst. Use when: (1) evaluating a trade idea before entering a position, (2) analyzing options pricing via IV vs H...
Owner: browndroid
Created: 2026-02-27T16:28:28.620Z
Updated: 2026-05-01T06:09:13.163Z
Latest: 1.0.1
Tags: latest=1.0.1
=====
agent-stock  agent-stock
Summary: 股市 AI 量化交易，用于获取股市实时数据、选股、交易决策、持仓分析、量化交易决策等。
Owner: anoyix
Created: 2026-03-16T08:12:03.412Z
Updated: 2026-05-01T07:22:40.607Z
Latest: 0.2.8
Tags: latest=0.2.8
=====
capital-market-report  Capital Market Report
Summary: Generate high-signal, impact-driven capital market anomaly and rumor reports. Focuses on actionable business signals, expectation-breaking news, and deep log...
Owner: yangzhe1991
Created: 2026-03-07T09:48:39.443Z
Updated: 2026-05-05T15:16:50.454Z
Latest: 4.131.0
Tags: latest=4.131.0, v3=3.0.0
=====
ngw-market-sentiment  ngw_market_sentiment
Summary: Automation skill for ngw_market_sentiment.
Owner: lbl581581
Created: 2026-03-31T03:38:47.311Z
Updated: 2026-03-31T06:01:52.147Z
Latest: 1.0.1
Tags: latest=1.0.1


clawhub inspect finance --files 2>/dev/null | head -80

clawhub inspect ibkr-investing --files 2>/dev/null | head -80

clawhub inspect finance-lite --files 2>/dev/null | head -80

clawhub inspect first-investing-policy-statement --files 2>/dev/null | head -80


finance  finance
Summary: Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.
Owner: anton-roos
Created: 2026-02-01T21:38:13.725Z
Updated: 2026-05-01T05:15:23.256Z
Latest: 1.1.2
Tags: latest=1.1.2
Selected: 1.1.2
Selected At: 2026-02-01T21:57:11.560Z
Changelog: - fixed the series call to look at a series of a stock
Files:
scripts/market_quote.py  5.8KB  0027df1c63aceddbec514f9e7c3f571b79e1bb4afa2653312e4e5436009ed288  text/plain
scripts/market_series.py  2.6KB  d66b3942bfc9810e6477992ef2ee0f8ab31fad92f296ce12b9323a7e64210e21  text/plain
scripts/market_watchlist.py  3.4KB  1ab5de3b27e659529457b3ad6b3fa5f479e77d02bb017737d56b37b6401cb8ea  text/plain
providers.md  1KB  18b8c653ce92b0832d91a1439efb09cdf39062171b46b3a656322fa761cf47d3  text/markdown
requirements.txt  51B  c9751f9e3543a692c8729d66d28e0ce2e619bff25bad866e987ac3942fc5d716  text/plain
SKILL.md  3.2KB  42617a446a25787ec92ed34528e313b7f3a75f68c39a972a9b30067719c57917  text/markdown


ibkr-investing  IBKR Investing with Permission Gate
Summary: Invest on Interactive Brokers (stocks/ETFs) via IB Gateway with the same human-in-the-loop confirmation gate as okx-trading. Use when the user asks to check...
Owner: vm-development
Created: 2026-05-09T14:19:25.025Z
Updated: 2026-05-09T14:21:48.176Z
Latest: 0.1.0
Tags: dca=0.1.0, demo-safe=0.1.0, etf=0.1.0, ibkr=0.1.0, interactive-brokers=0.1.0, latest=0.1.0, stocks=0.1.0
Selected: 0.1.0
Selected At: 2026-05-09T14:19:25.025Z
Changelog: v0.1.0 — Interactive Brokers stocks/ETF investing for aeon, gated by propose -> YES -> execute. Defaults to paper tra...
Files:
README.md  6KB  8a09e3705837ef4ab17f03f92426e96193dcdcfb85b4d24ebd9e55d085072795  text/markdown
SKILL.md  10KB  4f35f2f84884a4b00ae0a6d7d52c5ba7c82196d9fd79491f01c1f68e548159e3  text/markdown
_meta.json  45B  65cc6d8b59ba41002b55efb5ffdc31ecb67f2cb091f0f31f4cd217ea28a1816d  application/json
requirements.txt  40B  ddb6034aa2aeafb929104ace4d52cf2f59684d5e8b6367bcf6c5f1af59ed9300  text/plain
scripts/_audit.py  1.4KB  672bc5ed23f4e4b7ef56292970ae42957a94a5cf9e84b468d8f293ca17fa94a2  text/plain
scripts/_guardrails.py  2.2KB  19af290442883cf887da6c7fb56825a875b3407edc8657403fa9dbe4743f8ce5  text/plain
scripts/_ibkr_client.py  2.9KB  afedfd9b12060bea3b47fbb2f3f8e3d5ed5d0b3bf013240068cd6554970bb80e  text/plain
scripts/_pending.py  3.5KB  934334141012a5e509ebec1f3ea657d3bb9aff8fdbc708eca1565495f3bb1062  text/plain
scripts/ibkr_cancel_pending.py  1KB  d9b02d438a119ee6b123213ddd98e6a9047c5e15e5388c1dc97e66955fa39af0  text/plain
scripts/ibkr_dca_dip.py  5.9KB  10e585eff910512ba5eb9efa7065d5bc10c65531e87d1b17057e4cc0edb5b363  text/plain
scripts/ibkr_execute_trade.py  5.1KB  c0dd46d5f75db42b1a8543e2c95e6c2dcf6cb459c643166544cbd58593947e71  text/plain
scripts/ibkr_gateway_status.py  2.2KB  97c1863f4f9780e026b4950e52e78b6816bb20fad1ff88d3795439677c5d936d  text/plain
scripts/ibkr_get_balance.py  1.1KB  c95f8911878ecc49f530444fba5ede6e70b0fcac4db71f641937e3a5bbe20587  text/plain
scripts/ibkr_get_candles.py  3.7KB  7566b1a576fea8ad22e2c242953ab1fb606451badea90f5afb17424a2a615811  text/plain
scripts/ibkr_get_positions.py  2.4KB  4edd30c6a786b8a666a7d8feefc1ca77fa05569ae6bd6c3df9c03c53d9e89b3b  text/plain
scripts/ibkr_get_quote.py  1.7KB  601b3240f26e2712b3249dcf11d5ab73a2a30ebd09500800dfcd5a7b1544d9e1  text/plain
scripts/ibkr_list_pending.py  720B  9854bf461ad4d8c03d39f71e92a5f5c851a1c0efb9793c79115acf1f3d255f67  text/plain
scripts/ibkr_propose_trade.py  5.9KB  e1b73602c18d502d6eb954a2842655cf5ddb7fc67ecbf244090d7ae7e1facec8  text/plain
scripts/ibkr_snapshot.py  11KB  2b7450088c209dc01e849507e0d35a1047827435b163c144f774af7ea8bda446  text/plain


finance-lite  Finance Lite (Beta): Daily Macro + Market Move Brief
Summary: Daily macro + market brief (FRED + benchmarks + watchlist ticker) with critical-headline triage, explicit source/freshness notes, and graceful fallback behav...
Owner: junyij
Created: 2026-03-02T22:11:08.421Z
Updated: 2026-05-09T05:09:52.085Z
Latest: 1.0.1
Tags: latest=1.0.1
Selected: 1.0.1
Selected At: 2026-03-02T22:34:09.653Z
Changelog: **Expanded runtime requirements and output standards.**

- Explicitly lists required environment variables and binari...
Files:
scripts/finance_lite/watchlist.json  162B  fb29ce3b53aed1b03e067aafd7ef1678fe78c90df671a07d8a3370a6b8f64d2b  application/json
scripts/finance_lite/brief.mjs  30KB  59c62d57fffe67591d97acc98f80dcfd272b6325dbab2a7d612982f7b76aba37  text/javascript
SKILL.md  2.3KB  9821f9b415ab35e3eca3d120395f56b297ce6069d3aedebe919924ee2b7dbaea  text/markdown


first-investing-policy-statement  First Investing Policy Statement
Summary: Helps beginners create a personal investing rulebook before they buy anything: goals, risk tolerance, contribution rhythm, rebalancing rules, and panic-preve...
Owner: harrylabsj
Created: 2026-05-09T11:34:04.604Z
Updated: 2026-05-09T11:36:52.387Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-05-09T11:34:04.604Z
Changelog: Initial release of "First Investing Policy Statement"

- Guides beginners to create a personalized investing rulebook...
Files:
ACCEPTANCE.md  3.6KB  83d358480b8d3194a377691bd010ded8cc5ddf00e948b54665e49234fa4c24e4  text/markdown
SKILL.md  11KB  9ffa7c419388d0c9b15566f5874f2db15c3a94ff8b44285e586ff440f7f251d2  text/markdown
skill.json  1.2KB  57f1bb92d29448b8e7741730a5c52b2f8ad648acef0505ea0dfaf6dd967f0178  application/json


clawhub inspect asset-allocation --files 2>/dev/null | head -60

clawhub inspect investing-analyst --files 2>/dev/null | head -60

clawhub inspect finance-radar --files 2>/dev/null | head -60

clawhub search tax 2>/dev/null; echo "==="; clawhub search "tax planning" 2>/dev/null; echo "==="; clawhub search alpaca 2>/dev/null; echo "==="; clawhub search brokerage 2>/dev/null


asset-allocation  Asset Allocation
Summary: Professional investment advisory skill. Use when user asks about investing, wealth management, asset allocation, fund/etf selection, retirement planning, or...
Owner: codeblackhole1024
Created: 2026-03-04T03:44:16.399Z
Updated: 2026-05-01T06:23:22.797Z
Latest: 1.0.1
Tags: cfa=1.0.1, finance=1.0.1, investment=1.0.1, latest=1.0.1, portfolio=1.0.1
Selected: 1.0.1
Selected At: 2026-03-07T07:53:51.225Z
Changelog: Optimized description for better discoverability
Files:
SKILL.md  2.9KB  6344265fc95167509e1ebd98aa12357fe41eb3adde2986975f2af9f918d0db89  text/markdown
references/behavioral-biases.md  5.9KB  b0e105404806639fdcbd6c18f9ece2b68352c713723c207267fbbb5c69876cfb  text/markdown
references/macro-framework.md  5.6KB  ce15b5a9273c13a5dd18dd65d8925fc4141f8c4290a50edfc80d785abb8462b6  text/markdown
references/product-selection.md  7.1KB  a5be91a5ad0680cb440ca38064b6b279ae5dc444b1041bdc9ab3f523d4375e4a  text/markdown
references/purchase-guide.md  5.9KB  a5a9b18f8f50ccd893b06264309b48005929c8da2b6671ee4d560d1e90661750  text/markdown
references/rebalancing-protocol.md  5.2KB  c83f84e147375ef4e19a9e9167ad7846c577312db52538f595e1f5fd23d4e515  text/markdown


investing-analyst  Investing Analyst
Summary: Thesis-driven equity and options trading analyst. Use when: (1) evaluating a trade idea before entering a position, (2) analyzing options pricing via IV vs H...
Owner: browndroid
Created: 2026-02-27T16:28:28.620Z
Updated: 2026-05-01T06:09:13.163Z
Latest: 1.0.1
Tags: latest=1.0.1
Selected: 1.0.1
Selected At: 2026-02-27T16:48:08.975Z
Changelog: Generalized personal trade history, specific stock names, and examples. Now universally applicable. BS sheet kept wit...
Files:
references/options-signals.md  3.6KB  d3e78b0f7a342e365e06b4e38fe72b8b4244bb4d39b630cf3f7dd6afffdb8727  text/markdown
references/pre-trade-framework.md  4.6KB  96892b4415d8b7ee16b3eb78d82d5d952096f8da6eddad52e14a5eeab5ba6c9e  text/markdown
SKILL.md  3.1KB  04d5bdfc540a47b0b8ba91afad828934b4a33ee8d0e4de1ca87600bed1842599  text/markdown


finance-radar  Finance Radar
Summary: Stock and cryptocurrency analysis powered by Yahoo Finance data. Use when a user wants to: (1) Analyze stocks or crypto prices/fundamentals, (2) Track invest...
Owner: elevo11
Created: 2026-03-06T03:48:43.413Z
Updated: 2026-05-01T06:35:06.979Z
Latest: 1.1.0
Tags: latest=1.1.0
Selected: 1.1.0
Selected At: 2026-03-06T08:57:06.522Z
Changelog: v1.1.0: Added batch analysis with CSV export
Files:
SKILL.md  2KB  2c054bf022a83250d1d2be571f2bc558210c59f872158c7f633f2b5b78ea8aae  text/markdown
data/portfolio.json  105B  f96ac2700313a0bc0c1f463d95497c89284b334b732404960c905b12075188cf  application/json
data/watchlist.json  104B  f9bf44c4af2743b2b7b25a14655e6964259829dbb9ec031d972497b4c424f47f  application/json
references/scoring-model.md  970B  63bfef5452f1755793590a6932c43ebb52e56a7524dc217b0ef2de114a60173d  text/markdown
scripts/analyze.py  3.9KB  421959ff6585dc80add9def8e7f576875382948f343597729b81f9d686667e44  text/plain
scripts/batch.py  3.3KB  27a7e74a0916a1d073f95fe78c2e0732f878938d438c96677dc4707bdcfe863f  text/plain
scripts/billing.py  2.7KB  8cce8c6a9ff4808a8b8c6b16d6d2387672648476f213057382275153a01c1a9d  text/plain
scripts/dividend.py  2.8KB  a34e0325c599ccd4c16fd31d3506da1d6c3b394940f77908fdbe3636ecd4c3d4  text/plain
scripts/hot_scan.py  2.9KB  81264ef2baa2ef698322853c8765d93e2c34a0f9e89f0638cfc79d1c2f730260  text/plain
scripts/portfolio.py  3.9KB  dd03f3399bd8229dbf0d3fe9aa227b12d4f8c2cde90116c39fde2458fa48494b  text/plain
scripts/rumor.py  4.1KB  8c024d2775c87b8cb571472c5f6203d5871a40583675eeb214cf6cbc43e65b74  text/plain
scripts/score.py  3.3KB  9c0e5436467b517e62651c37fbf808f65eea499f64e2e6af4b5f9adfd9576526  text/plain
scripts/watchlist.py  3.4KB  9e95faa40aa3d84c56a0da23bceff3e9ca1beda09931f31a9d80c48954cc2ed1  text/plain


tax  Tax  (4.117)
china-tax-law  China Tax Law  (3.503)
norman-tax-report  Norman: Tax Report  (3.461)
xpr-tax  XPR Crypto Tax  (3.409)
norman-tax-deduction-finder  Norman: Tax Deduction Finder  (3.409)
crypto-tax-calc  Crypto Tax Calc  (3.376)
china-tax-calculator  China Tax Calculator  (3.357)
qbo-to-tax-bridge  QBO to Tax Bridge  (3.313)
geneva-tax-advisor  Geneva Tax Advisor  (3.300)
greenhelix-agent-tax-ledger-compliance  Agent Tax & Ledger Compliance Playbook  (3.295)
===
tax-planning  Tax Planning  (4.207)
afrexai-tax-planning  Tax Planning Framework  (3.034)
accountant  Accountant  (1.029)
afrexai-personal-finance  Personal Finance Mastery  (0.951)
tax-professional  Tax Professional  (0.648)
tax-calculator-cn  Tax Calculator Cn  (0.536)
taxi  Taxi  (0.531)
tax-calculator  Tax Calculator  (0.518)
tax  Tax  (0.517)
tax-guide  한국 세금/절세 가이드  (0.516)
===
alpaca  Alpaca Trading  (4.218)
alpaca-trading  Alpaca Trading  (3.126)
alpaca-py-cli  Alpaca Py Cli  (3.042)
alpaca-markets  Alpaca Markets CLI  (3.007)
alpaca-integration  Alpaca  (2.985)
alpaca-trading-hardened  Alpaca Trading Hardened  (2.889)
===
e-trade-company  E Trade Company  (0.341)


clawhub inspect alpaca --files 2>/dev/null | head -60; echo "====="; clawhub inspect alpaca-trading-hardened --files 2>/dev/null | head -60

clawhub inspect tax-planning --files 2>/dev/null | head -40; echo "====="; clawhub inspect afrexai-personal-finance --files 2>/dev/null | head -40

clawhub search mcp 2>/dev/null; echo "==="; clawhub search "fred" 2>/dev/null; echo "==="; clawhub search "economic data" 2>/dev/null


alpaca  Alpaca Trading
Summary: Trade stocks and crypto via Alpaca API. Use for market data (quotes, bars, news), placing orders (market, limit, stop), checking positions, portfolio management, and account info. Supports both paper and live trading. Use when user asks about stock prices, wants to buy/sell securities, check portfolio, or manage trades.
Owner: vamzi
Created: 2026-02-08T03:09:13.866Z
Updated: 2026-05-09T03:38:32.062Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-02-08T03:09:13.866Z
Changelog: Initial release: quotes, orders, positions, watchlists, streaming, alerts, guardrails
Files:
SKILL.md  4.5KB  a23bbee6a1fd33f3f6cb9e3b9cce757cf8ca646ef8d123bdff3e9a3ce54e3363  text/markdown
references/api.md  3.7KB  2103a9e29c38188848388fa8b19be6223bd961808d06085c1df149467f7e76b5  text/markdown
scripts/alpaca_cli.py  31KB  d9a4f4d7cb9253dd1e8358db421beb5ff86a106ae6e7b9e4f133cd2be7d8c290  text/plain
=====
alpaca-trading-hardened  Alpaca Trading Hardened
Summary: Execute trades, analyze markets, and manage portfolios using apcacli command-line tool for Alpaca's Trading API. Use when the user wants to trade stocks, ETF...
Owner: snazar-faberlens
Created: 2026-04-21T20:07:02.738Z
Updated: 2026-05-03T02:22:55.424Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-04-21T20:07:02.738Z
Changelog: - Initial release of alpaca-trading-hardened skill.
- Enables stock, ETF, options, and crypto trading via the apcacli...
Files:
SAFETY.md  11KB  de6c553d192aceae42284e20278b3b54832e7417c2520852647feeda6d918208  text/markdown
SKILL.md  16KB  bf1604fd0b7c3499fc0c24e35f7581e429dd701c8871810760278788824fd06d  text/markdown


tax-planning  Tax Planning
Summary: Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated tax...
Owner: jk-0001
Created: 2026-02-05T07:13:28.955Z
Updated: 2026-05-01T05:20:45.138Z
Latest: 1.0.1
Tags: latest=1.0.1
Selected: 1.0.1
Selected At: 2026-03-02T05:50:54.003Z
Changelog: No content or file changes detected in this version.

- No updates were made; content and structure remain unchanged ...
Files:
SKILL.md  10KB  fd4ca179d2fcc5b81bb17abb0dfba490113502d727d28ccc30f10a1db30219ec  text/plain
=====
afrexai-personal-finance  Personal Finance Mastery
Summary: Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when man...
Owner: 1kalin
Created: 2026-02-24T22:28:40.102Z
Updated: 2026-05-01T06:02:41.489Z
Latest: 1.0.0
Tags: budgeting=1.0.0, debt=1.0.0, finance=1.0.0, investing=1.0.0, latest=1.0.0, money=1.0.0, retirement=1.0.0, savings=1.0.0, wealth=1.0.0
Selected: 1.0.0
Selected At: 2026-02-24T22:28:40.102Z
Changelog: Personal Finance System Release — version 1.0.0

- Initial launch of a comprehensive personal finance management tool...
Files:
README.md  2.8KB  0f14897108bcffdfd3ce92212a23b84e76d11d1e9a20564f9eadf29bbb43cb4d  text/markdown
SKILL.md  27KB  a835fe251e56b9cffd97c6a384839861254a056e75c015580bac03227be96084  text/markdown


mcp  mcp-builder  (4.227)
xiaohongshu-mcp-skill  xiaohongshu-mcp-skill  (3.625)
glin-profanity-mcp  Glin Profanity MCP  (3.573)
openclaw-mcp-debugger  OpenClaw MCP Debugger  (3.550)
lawmatics-mcp  Lawmatics API MCP  (3.494)
cloudflare-mcp  Cloudflare Mcp  (3.473)
practicepanther-mcp  PracticePanther API MCP  (3.465)
mcdonalds-mcp  麦当劳MCP服务集成，支持点餐、优惠券、麦麦商城、积分兑换等功能。  (3.462)
zoom-phone-mcp  Zoom Phone API MCP  (3.444)
vectorclaw-mcp  VectorClaw MCP  (3.441)
===
fred-navigator  FRED-Navigator  (3.040)
fred-bot  fred-bot  (2.898)
fred-perry  Fred Perry  (2.898)
freddie-mac  Freddie Mac  (1.778)
===
ntriq-world-bank-economic-indicators  Ntriq World Bank Economic Indicators  (0.813)
finddata  finddata.skill  (0.802)
economic-calendar-fetcher  Economic Calendar Fetcher  (0.683)
economics  Economics  (0.572)
economic-calendar  Economic Calendar  (0.517)
economic-incentive-misalignment-detector  Economic Incentive Misalignment Detector  (0.503)
economic-calendar-pro  Economic Calendar Pro  (0.493)
grid-dispatch-operator-economic-dispatch  economic-dispatch  (0.416)
economic-dashboard  Economic Dashboard  (0.416)
economic-calendar-fetcher-zc  Economic Calendar Fetcher Zc  (0.413)


clawhub inspect alpaca-trading-hardened --files 2>/dev/null; echo "====="; clawhub inspect fred-navigator --files 2>/dev/null; echo "====="; clawhub inspect economic-calendar --files 2>/dev/null

clawhub inspect afrexai-personal-finance --files 2>/dev/null | head -40

clawhub search "retirement" 2>/dev/null; echo "==="; clawhub search "roth ira" 2>/dev/null; echo "==="; clawhub search "dividend" 2>/dev/null; echo "==="; clawhub search "etf" 2>/dev/null | head -15


alpaca-trading-hardened  Alpaca Trading Hardened
Summary: Execute trades, analyze markets, and manage portfolios using apcacli command-line tool for Alpaca's Trading API. Use when the user wants to trade stocks, ETF...
Owner: snazar-faberlens
Created: 2026-04-21T20:07:02.738Z
Updated: 2026-05-03T02:22:55.424Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-04-21T20:07:02.738Z
Changelog: - Initial release of alpaca-trading-hardened skill.
- Enables stock, ETF, options, and crypto trading via the apcacli...
Files:
SAFETY.md  11KB  de6c553d192aceae42284e20278b3b54832e7417c2520852647feeda6d918208  text/markdown
SKILL.md  16KB  bf1604fd0b7c3499fc0c24e35f7581e429dd701c8871810760278788824fd06d  text/markdown
=====
fred-navigator  FRED-Navigator
Summary: Navigate FRED categories and series using fredapi, supporting natural-language queries with intent recognition and double validation.
Owner: kiszly
Created: 2026-02-18T12:11:02.830Z
Updated: 2026-05-09T04:18:30.860Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-02-18T12:11:02.830Z
Changelog: Initial release of fred-navigator.

- Enables navigation of FRED categories and series using direct IDs or natural-la...
Files:
requirements.txt  51B  00a6f211e02b64fb32041bd31c2d62ec11032981b31a4c5faff79f55f8a38f0b  text/plain
README.md  7.9KB  a84f9fe9534e902fe9aea0746992c1c657091a53b982c5137d856c398edacc5e  text/markdown
SKILL.md  3.6KB  aa1adbbe19ab3440d40456fcee8c0312e26ce56004b2ebcfbb86b7e6346dfb38  text/markdown
scripts/build_paths.py  1.5KB  e6e318559492b6d75b85f5995b11c822f9cf578e6321d676260eb6394aee77d5  text/x-python-script
scripts/fred_query.py  4.4KB  6042774d65f257bd759c46d6abd31e786e70dd1f52e9d3a3f99022731394356c  text/x-python-script
references/category_paths.json  856KB  38cf28cf682c94a15e07d41a76832127d91cd4b01c106e47466abaf0c5af4d27  application/json
references/fred_categories_tree.json  826KB  6ad0ff9590fa1becdd2d5501c68186a53736a8a709f7e835dd4ffca42cd25dda  application/json
references/fred_categories_flat.json  619KB  8c903f1add5b15416821a5753210e6ebd634fe7a0386b352a5ef23ce9908916a  application/json
references/synonyms.json  596B  cb52742b74d32b1a11c40dd2699a5eb11ec49abb332acf562a740c3b3369671f  application/json
=====
economic-calendar  Economic Calendar
Summary: Fetch and display filtered macro-economic events from Investing.com with no API key, supporting date range, importance, country, timezone, and JSON output.
Owner: quantx-heiko
Created: 2026-03-01T17:46:01.954Z
Updated: 2026-05-01T06:16:05.280Z
Latest: 1.0.1
Tags: economics=1.0.1, finance=1.0.1, forex=1.0.1, latest=1.0.1, scraping=1.0.1
Selected: 1.0.1
Selected At: 2026-03-01T17:54:10.945Z
Changelog: Removed MCC-specific references, generalized workflow examples
Files:
SKILL.md  3.4KB  1b2c14f29a783617fa5c1a2ec9c70c9c79a806803f514a57f96ab51f98cd3094  text/markdown
references/country-codes.md  1.2KB  060da263133c95e30df0125cb72e60ee73fe77d25a0cb9db435478a472224b9d  text/markdown
requirements.txt  53B  963ad4a85b2d5b4dc9df25c014d95fa9f40c0e1692e2286d182a1fbc6df064c3  text/plain
scripts/economic_calendar.py  19KB  f88983423c21db4e2f6bcd58df5ffce054ebb6e953c1bfe76314e5a9d36655e2  text/plain


afrexai-personal-finance  Personal Finance Mastery
Summary: Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when man...
Owner: 1kalin
Created: 2026-02-24T22:28:40.102Z
Updated: 2026-05-01T06:02:41.489Z
Latest: 1.0.0
Tags: budgeting=1.0.0, debt=1.0.0, finance=1.0.0, investing=1.0.0, latest=1.0.0, money=1.0.0, retirement=1.0.0, savings=1.0.0, wealth=1.0.0
Selected: 1.0.0
Selected At: 2026-02-24T22:28:40.102Z
Changelog: Personal Finance System Release — version 1.0.0

- Initial launch of a comprehensive personal finance management tool...
Files:
README.md  2.8KB  0f14897108bcffdfd3ce92212a23b84e76d11d1e9a20564f9eadf29bbb43cb4d  text/markdown
SKILL.md  27KB  a835fe251e56b9cffd97c6a384839861254a056e75c015580bac03227be96084  text/markdown


retirement  Retirement  (4.067)
retirement-trip  retirement-trip  (2.882)
aquaponics-farm-video  Aquaponics Farm Video  (0.619)
===
===
dividend  Dividend  (4.064)
stock-dividend-zh  stock-dividend-zh  (3.349)
stock-dividend  Stock Dividend  (3.325)
stock-dividend-aisa  Stock Dividend AIsa  (3.296)
dividend-growth-pullback-screener  Dividend Growth Pullback Screener  (3.106)
dividend-premium-tracker  Dividend Premium Tracker  (3.078)
tdnet-disclosure-mcp  Tdnet Disclosure Mcp  (0.851)
===
etf  Etf  (4.073)
ftshare-etf-data  Skills of ETF data released by ft.tech.  (3.422)
iwencai-skill-etf  同花顺问财ETF选股  (3.337)
saffronai-etf-data  SaffronAI ETF Data  (3.258)
etf-assistant  ETF投资助理  (3.165)
etf-assistant-1-0-1  Etf Assistant 1.0.1  (3.051)
etf-finance  etf-finance  (3.024)
etf-trading-backtest  ETF模拟交易回测系统  (2.982)
etf-monitor  etf-monitor  (2.971)
boheng-investment-workflow  Boheng Investment Workflow  (0.939)


clawhub inspect alpaca --files 2>/dev/null; echo "====="; clawhub inspect dividend-growth-pullback-screener --files 2>/dev/null

clawhub search "schwab" 2>/dev/null; echo "==="; clawhub search "fidelity" 2>/dev/null; echo "==="; clawhub search "vanguard" 2>/dev/null; echo "==="; clawhub search "backtest" 2>/dev/null

clawhub search "yahoo finance" 2>/dev/null; echo "==="; clawhub search "alpha vantage" 2>/dev/null; echo "==="; clawhub search "financial modeling" 2>/dev/null


alpaca  Alpaca Trading
Summary: Trade stocks and crypto via Alpaca API. Use for market data (quotes, bars, news), placing orders (market, limit, stop), checking positions, portfolio management, and account info. Supports both paper and live trading. Use when user asks about stock prices, wants to buy/sell securities, check portfolio, or manage trades.
Owner: vamzi
Created: 2026-02-08T03:09:13.866Z
Updated: 2026-05-09T03:38:32.062Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-02-08T03:09:13.866Z
Changelog: Initial release: quotes, orders, positions, watchlists, streaming, alerts, guardrails
Files:
SKILL.md  4.5KB  a23bbee6a1fd33f3f6cb9e3b9cce757cf8ca646ef8d123bdff3e9a3ce54e3363  text/markdown
references/api.md  3.7KB  2103a9e29c38188848388fa8b19be6223bd961808d06085c1df149467f7e76b5  text/markdown
scripts/alpaca_cli.py  31KB  d9a4f4d7cb9253dd1e8358db421beb5ff86a106ae6e7b9e4f133cd2be7d8c290  text/plain
=====
dividend-growth-pullback-screener  Dividend Growth Pullback Screener
Summary: Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). This skill combines fundamental dividend analysis with technical timing indicators to identify buying opportunities in strong dividend growers during short-term weakness.
Owner: veeramanikandanr48
Created: 2026-01-31T14:34:05.357Z
Updated: 2026-05-01T04:57:11.561Z
Latest: 0.1.0
Tags: latest=0.1.0
Selected: 0.1.0
Selected At: 2026-01-31T14:34:05.357Z
Changelog: Initial release of dividend-growth-pullback-screener.

- Screens for high-quality dividend growth stocks (≥12% CAGR, ...
Files:
SKILL.md  12KB  e8db3a456533d9894c189400deb2281cc1ea46626ed34ca72206d740cb34c2f5  text/plain
references/dividend_growth_compounding.md  13KB  ccee4f8abf0d538e1ced8faad3b2749c93644a736d631deb6f502d3b45268e59  text/plain
references/fmp_api_guide.md  18KB  3ae21c58e20a27cc80c4fdf5036fde3a051b91a7b5fbdc0dda2d82245d2b486f  text/plain
references/rsi_oversold_strategy.md  12KB  349069331c393491a382eb809d77a9141bc3b68743defb492a707382606bc283  text/plain
scripts/screen_dividend_growth_rsi.py  43KB  4dc9f6db596089051b94a0e9215f5dd4674aaf21b0c611fbff99452aa74db842  text/plain


schwab  Schwab  (3.989)
charles-schwab  Charles Schwab  (3.412)
===
fidelity  Fidelity  (4.017)
fidelity-investments  Fidelity Investments  (2.889)
fidelity-funds  Fidelity Funds  (2.838)
deed  Deed  (0.733)
===
vanguard  Vanguard  (3.985)
vanguard-company  Vanguard Company  (2.872)
===
backtest  Akshare Backtest  (4.102)
strategy-backtest  Strategy Backtest  (3.433)
qc-backtest-master  Qc Backtest Master  (3.363)
bt-portfolio-backtest  Bt Portfolio Backtest  (3.308)
lean-cloud-backtest  Lean Cloud Backtest  (3.294)
backtest-expert  Backtest Expert  (3.233)
backtest-expert-0-1-0  Backtest Expert 0.1.0  (3.040)
backtest-poller  Backtest Poller  (2.965)
backtest-expert-zc  Backtest Expert Zc  (2.948)
einstein-research-backtest-engine-dv  Backtest Engine - Run Backtests  (2.946)


yahoo-finance  Yahoo Finance  (4.386)
yahoo-finance-cli  Yahoo Finance CLI  (3.211)
yahoo-finance-forex  Yahoo Finance FOREX  (3.138)
yahoo-finance-bist  yahoo-finance-bist  (2.997)
yfinance-cli  Yahoo Finance CLI  (1.610)
yahoofinance-news  Yahoo Finance News  (1.571)
finance-data  singa- finance  (0.889)
us-stock-quote  Stock Tools  (0.854)
us-stock-radar-gold3bear  Us Stock Radar Gold3bear  (0.840)
fx-radar  Fx Radar  (0.837)
===
alpha-vantage  Alpha Vantage CLI  (4.144)
alpha-vantage-api  Alpha Vantage API  (3.015)
alpha-vantage-integration  Alpha Vantage  (2.951)
pipeworx-alphavantage  Pipeworx alphavantage  (0.901)
alpha-finder  Alpha Finder (x402)  (0.629)
alpha  Binance  Alpha Explorer  (0.606)
alpha-pulse  Alpha Pulse  (0.497)
alpha-hound-cn  Alpha Hound  (0.477)
alphaarena  AlphaArena  (0.476)
alphalens-api  AlphaLens API  (0.473)
===
startup-financial-modeling  Startup Financial Modeling  (3.582)
financial-modeling-qa-xlsx  xlsx  (1.801)
financial-modeling-qa-pdf  pdf  (1.784)
cfo-advisor-2  Cfo Advisor  (0.944)
a-share-dcf-valuation  A-Share DCF Valuation  (0.881)
mx-finance-search  Financial Search Engine  (0.773)
financial-calculator  Financial Calculator Pro  (0.714)
financial-analyst  Financial Analyst  (0.646)
financial-tracker  Financial Tracker  (0.615)
financial-literacy  Finance  (0.602)


clawhub inspect yahoo-finance --files 2>/dev/null; echo "====="; clawhub inspect alpha-vantage --files 2>/dev/null; echo "====="; clawhub inspect bt-portfolio-backtest --files 2>/dev/null

clawhub inspect finance-news --files 2>/dev/null; echo "====="; clawhub inspect market-news-analyst --files 2>/dev/null


yahoo-finance  Yahoo Finance
Summary: Get stock prices, quotes, fundamentals, earnings, options, dividends, and analyst ratings using Yahoo Finance. Uses yfinance library - no API key required.
Owner: ajanraj
Created: 2026-01-07T20:31:08.261Z
Updated: 2026-05-09T03:00:57.706Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-01-07T20:31:08.261Z
Changelog: Initial release - Stock data CLI powered by yfinance

  Commands:
  - price: Quick price check with day/52W range
  -...
Files:
SKILL.md  3.9KB  ee459f2b634cf904b14826fa7920b2e5f8d93648219399a67275fa1b9989fdfe  text/markdown
=====
alpha-vantage  Alpha Vantage CLI
Summary: Use this skill when users need Alpha Vantage market data or indicators (stocks, ETFs, forex, crypto, commodities, macro, company fundamentals) via the offici...
Owner: oscraters
Created: 2026-02-27T14:56:46.376Z
Updated: 2026-05-01T06:09:23.203Z
Latest: 1.0.0
Tags: latest=1.0.0
Selected: 1.0.0
Selected At: 2026-02-27T14:56:46.376Z
Changelog: Alpha Vantage skill initial release.

- Provides robust workflows for querying Alpha Vantage market data and indicato...
Files:
README.md  62B  5515967c1078918f2669f14e9dfb220b9fc0274c56ff82a3355e9057f01be309  text/markdown
SKILL.md  3.5KB  109d7b4592a2c00b220767969ca4b26e538185efaad447ce5c282de7789c50e8  text/markdown
references/api_docs.md  2.7KB  f173977c5fef4b2b6a6376e30f885e7cb30a3055ff7e8b46671b8adc411c6af0  text/markdown
scripts/alpha_vantage_client.py  5.1KB  efe76111e303e8a158185e6fd19f909dc3d914ef8593360b77db87ae01d0bf41  text/plain
=====
bt-portfolio-backtest  Bt Portfolio Backtest
Summary: 使用 bt 框架构建和回测多策略投资组合，支持风险平价、等风险贡献、逆波动率加权等组合构建方法，以及政府债券滚动交易的模拟回测。
Owner: tangweigang-jpg
Created: 2026-04-22T14:43:29.096Z
Updated: 2026-04-30T05:44:24.668Z
Latest: 0.3.3
Tags: doramagic-crystal=0.3.3, finance=0.3.3, latest=0.3.3, portfolio=0.3.3, quant=0.3.3, risk=0.3.3
Selected: 0.3.3
Selected At: 2026-04-23T14:24:00.486Z
Changelog: v0.3.3: bilingual metadata injected. H1 shows bt 组合回测; tagline replaced with skill-specific Chinese hook; tags upgrad...
Files:
SKILL.md  5.1KB  13c4e70c4f2ef541abc26c2a1daf021f55065611583d5ef29cba2527fc71c006  text/markdown
human_summary.md  1.7KB  9a57c9b48570887a783ce47c892eab5757459afd980a103e53df14e52a926e49  text/markdown
references/ANTI_PATTERNS.md  15KB  54d9703147792d4112e1a863f9d861d242b8b02c6586ac7a15c6c87d3da2abfd  text/markdown
references/COMPONENTS.md  760B  a35e0cbc73724be876c4056bebea3bcd2b20e91b5f3a379fc9af71a6cced8cac  text/markdown
references/CONSTRAINTS.md  13KB  ec958464e9901ca6bceabc80de54a4d4a288d721c328afacca23510701be681a  text/markdown
references/LOCKS.md  2.4KB  18b12f94ff7a06fb87b10cee0500f5b865e421d94dabe575f54df94c633f8af7  text/markdown
references/USE_CASES.md  3.9KB  ab227393894176d15a92d504ffdafe35fb5f45e45790caaadfdfd2e56139b344  text/markdown
references/WISDOM.md  4.8KB  dc39000e625fd0ea48012df48848b3a1cd8b09699179ee268d0d3845a967032a  text/markdown
references/components/capital_allocation_-_rebalancing.md  555B  8df0a19540dcadfaff817310927a911e2055981c6c752af3cdf0383f6a5033ec  text/markdown
references/components/data_input_-_preprocessing.md  256B  60c9a058c4404f29bf019f2b14b413f2ead9f00d3d9c7a3790504c3c40b9d386  text/markdown
references/components/result_analysis_-_benchmarking.md  500B  ecfc7acf11a3d47efff2b744fd9b42ffd976c3d2136af4f9b6c763b68abce303  text/markdown
references/components/strategy_logic_execution_-algostack.md  521B  b1338da0940726e9f06f0a598bdc95d4e75eb6cabf804c3f7b3894a8668aa8b3  text/markdown
references/components/tree_structure_construction.md  485B  56e87a84a4db2ef85b53e856038f6dbb147d09764925a39c3595a6b2c2e0f09f  text/markdown
references/components/value_propagation_-_stale_resolution.md  404B  184d4925c049df5e6616e963eb5b2a7fd149be15ba32c24738125fbd1bdadee2  text/markdown
references/seed.yaml  248KB  6c3a5bce3281a7da1a93bbeed89d1a40f3c25b3550b100d2acb86295488a6509  text/yaml


finance-news  Finance News Briefings
Summary: Market news briefings with AI summaries. Use when asked about stock news, market updates, portfolio performance, morning/evening briefings, financial headlines, or price alerts. Supports US/Europe/Japan markets, WhatsApp delivery, and English/German output.
Owner: kesslerio
Created: 2026-01-31T05:40:19.206Z
Updated: 2026-05-09T03:11:13.273Z
Latest: 1.0.1
Tags: latest=1.0.1
Selected: 1.0.1
Selected At: 2026-02-02T07:35:17.268Z
Changelog: - Added comprehensive HTML coverage reports (htmlcov/) for testing and code quality insights.
- Introduced new tests ...
Files:
README.md  4.5KB  0a796d5e40cbc784488f6e94d9576f114fec249cd2a83bd506374060befd8c74  text/markdown
SKILL.md  7.3KB  a3b230853297b233447b0bd40f565caac12142d54499d3100260cd241595cf5f  text/markdown
config/config.json  7.7KB  51392864a3de2bc26abf5a61ec3503e6c2faceda19138bdc36c70505d08c2468  application/json
config/manual_earnings.json  5.8KB  3cfc48d18531193ed9076f41fc5a1f7c4619e1a91bdeb94f321acc5c0772be40  application/json
cron/alerts.sh  677B  1ca24d22a49943ff7ec20264e4b6e8836e2d29cbaacaf20fd1cb29715ccc57fe  text/plain
cron/earnings-weekly.sh  676B  3cc4a2de14fa83f7373bf41138aa9094e6d73590cbea794003501d4f6ed95951  text/plain
cron/earnings.sh  656B  469202e28cd43c92d3ee0db8ec7df0023fab4570b197019a49cd78e5839ac8b6  text/plain
cron/evening.sh  679B  51e0c88bb884ff6ed48bc27cc179f1d5c67c9012a97744f21c81d9d30aee8a17  text/plain
cron/morning.sh  678B  359f2e348f54e62a14a8108c1511681c551a00d320fccbf81bb8d654c6eeb63e  text/plain
docs/EQUITY_SHEET_FIXES.md  4.8KB  3ecadbb2d46b1ee3ae7850f6083178a9b05d7c1abe15ca975d32cfd5be0be911  text/markdown
docs/PREMIUM_SOURCES.md  6.2KB  c74f74630d96aa97e1994b64b1321bdd1f154d27b053c8cd6357e0821b8b962b  text/markdown
htmlcov/class_index.html  14KB  091c474b32c40431bf99a1aebb6caf1cd0148b7af11dc4065a1b2a216d20554c  text/html
htmlcov/coverage_html_cb_dd2e7eb5.js  25KB  7378f969dfb8c57a9fdeefda04fa62361a07627da64d8b0a99eadc5cfd975b73  text/javascript
htmlcov/function_index.html  97KB  4bc5b1a3b7c0e9adaeffe7ec71c3dda70e7f95aa3a74baa1c4d2b18f5a12e453  text/html
htmlcov/index.html  9KB  08a9ce8fd08ffd3d54fa612bc46fb904d9c2dd0ac04f7c3f8c4f7f482747c39b  text/html
htmlcov/status.json  4.1KB  4c66971bfd562b362fe5839903c2fbb6bc207800f6ca21af1ba7c8a5141f9fa5  application/json
htmlcov/style_cb_9ff733b0.css  16KB  a2cafab500d8ac89fecba3d4df3f3dae772ac4ffe28c7e41ce6c7a498a432952  text/css
htmlcov/z_de1a740d5dc98ffd_alerts_py.html  145KB  cd1304ab92194c32151d9ca8f7a4fa82560ecc46cf299b6d862999c3ef41b08a  text/html
htmlcov/z_de1a740d5dc98ffd_briefing_py.html  52KB  71c6f0dfdaf29b31fb029053edcd21c5886eceb6ca80977b2e6d43101b393509  text/html
htmlcov/z_de1a740d5dc98ffd_earnings_py.html  177KB  0305fbaddac4a571d2dfb0168e288c156c1c6221fea100b870f854afe451ad96  text/html
htmlcov/z_de1a740d5dc98ffd_fetch_news_py.html  326KB  12a6013f070c44e3e5840abd56e4ec7e1f380c1ca2be3cc65077669193faa54b  text/html
htmlcov/z_de1a740d5dc98ffd_portfolio_py.html  94KB  70da721661959fbf9f241f8e4f123a293cfd7af6f8737aa92dbcecda3d004a09  text/html
htmlcov/z_de1a740d5dc98ffd_ranking_py.html  96KB  c56756752eaeeea025b8c6ce050bb559e52b506ec0c707d85a90e761488c6f0c  text/html
htmlcov/z_de1a740d5dc98ffd_research_py.html  78KB  cb0d973a2d994019e034921689ab64fc1203ce22d68c98467ddbc320fce513cf  text/html
htmlcov/z_de1a740d5dc98ffd_setup_py.html  89KB  3a028b3cecff8dec09f209322b622c190cdeb02fc837067d4a48c12050f377c8  text/html
htmlcov/z_de1a740d5dc98ffd_stocks_py.html  103KB  e3c198bedea7653d90c8522a206db7e3880dd9ee1151426731efd230150115fa  text/html
htmlcov/z_de1a740d5dc98ffd_summarize_py.html  513KB  d16e5161b2dd0f598181516140476eeb35cb67d0cdec2f1fdf84d86e197b7c5c  text/html
htmlcov/z_de1a740d5dc98ffd_translate_portfolio_py.html  49KB  82f4241a1d8e737c1ccfedb6498911a3a506c537b72a4b764ad3673e577092f8  text/html
htmlcov/z_de1a740d5dc98ffd_utils_py.html  17KB  02f76e059e0b5ddc500893ad26b42352ca94f2ccc115de6372937bcabfccaf17  text/html
pyproject.toml  1.1KB  d97024d700fba0ded41953e78c8fd2b45493ec31dadecbb62e3540f16e5aa209  application/toml
pytest.ini  225B  6e2f42aa12eb236456a785480d4ae12ab52c5874d66a4b1f9e9d96e01613e600  text/plain
requirements-test.txt  72B  b3cea0ce14fdb65f9173d87dbbd392c395ffad86aba4147d378c25594bb2878f  text/plain
requirements.txt  28B  feb113cedfce019008461a33c9bc38913e30e89a7ecfdfac8f5c0c1fc90ea782  text/plain
scripts/alerts.py  16KB  711d75a5577c8e6f55f537db3de6575faca002f74d3214d5a61a1164729ef6d1  text/plain
scripts/briefing.py  5.5KB  d6a53eab6a1c68726b9bf91045f720ad98ee4d2916d89e93b64297e5dbf15c5f  text/plain
scripts/earnings.py  20KB  82d3af9d4bc4d0278675f21bc4160e2b9d577545e513089a0e568a97f1b09033  text/plain
scripts/fetch_news.py  38KB  e27bf70696c3a600593ce33409491ee3f4a19dd1e50d81cbcfe827e6f628b971  text/plain
scripts/portfolio.py  9.8KB  44ee37067c623b0cd4eb1a12f22aea430486438c1448c1ff396e4db3b7e8723f  text/plain
scripts/ranking.py  11KB  f641b58b8e385d07c73a9ca6f680cf10a9d740754ee2265bb51571e0f3b6b7ba  text/plain
scripts/research.py  8.4KB  6de55b1c733c32d326b2f9d0433336bfa25bc9a457b535d8993549db05b6b852  text/plain
scripts/setup.py  9.9KB  eb7df7e32827f1e1a8c8df70ef86707f2e99405d36614e9c69fc714b1f4e4814  text/plain
scripts/stocks.py  11KB  cfead270eab034d68eaa8e75be64421ad8f469905fa6f229d18bb82269dbd4b0  text/plain
scripts/summarize.py  62KB  0914a2e4c03f71cec58ef03bcdf9d3c79f1457f477ae8f0e177a03143fe93b61  text/plain
scripts/translate_portfolio.py  5.3KB  1cd16d8980c2d0ed653ed5c5f58ed6013b0bb23e1149610d55ce74d447849dc9  text/plain
scripts/utils.py  1.4KB  a350574b8f8338eb9d3aa912feab64aa81a1d6d0f7cd7712b6d15935c93aff33  text/plain
scripts/venv-setup.sh  3.4KB  74f5ad95cd4581a8f156ff90972ea39a06e1c4e52fdbcfafc21fba8bf1f92093  text/plain
tests/README.md  712B  b4cf4eaeb871cfc199db2ba76a54caf6bf03438cbca876b1821160c87f34cf6f  text/markdown
tests/fixtures/sample_portfolio.csv  127B  3805c7319156ec10b811ab3fcc2bb68fcf75884d5b6857e6c45c9458347428a6  text/csv
tests/fixtures/sample_rss.xml  730B  ca4127503bbe8051c63fd172c7be4ee6e71bae64a1cf8b6427d5b9ce5c9316a6  application/xml
tests/test_alerts.py  4KB  0a7070657ab2d42e413c50f0123970d4eb076c8f9cd72854b447e0957e4dc617  text/plain
tests/test_alerts_extended.py  13KB  bbc825d40d082b3f6426bdbad07446ad194f700d6dd82395921ab7d4269f728f  text/plain
tests/test_briefing.py  3KB  dabad77787f009eaab4d5c77433f923c543ed1897ecd275f567654027a990480  text/plain
tests/test_earnings.py  3.7KB  b2d23dc691f5b1f69c7a1b261402673cfaae7de4f00ee84b806f423e2af2a547  text/plain
tests/test_fetch_news.py  4.1KB  bf5d7495982ad8fa28d397881d6814bba2f7a9f2cc74c2a5d10b98b0b3db7fa6  text/plain
tests/test_portfolio.py  2.6KB  7acadc86506cfc58bb90c90fae8002d7c1d1797253dafc13ed0bcc3a7c075f5b  text/plain
tests/test_ranking.py  2.8KB  d0a1a8ee986eafc64c81a6eb76bc99aa1ef59d6e284dc62878491e853b324452  text/plain
tests/test_research.py  13KB  e3ae6912a46ff2e0ea0c6f397ef3c17574f52d98a106f003a0236ed6507b897e  text/plain
tests/test_setup.py  2.5KB  7408aecab67e156f1b43e2b3da6f90b9a0dc26811f2f47558158af881b7e7f9e  text/plain
tests/test_stocks.py  9.4KB  d4e03ee07a829673beffd25bfc41776c34ca4eda33431c89afc4fde7c7eee694  text/plain
tests/test_summarize.py  11KB  bd7a53884209d1059476c388bb1c58b73af85d8a118ab1a9c45bead2b160aa0c  text/plain
workflows/README.md  3.4KB  dd62e0e7f8acdc3c3281e727eaeb1e09ad43a4e3bc7368b9b4c978eb5973b827  text/markdown
workflows/alerts-cron.yaml  1.6KB  823cd766f6f63292c7e06707d16d4f445a42d8023853062f0327b0988e27b365  text/yaml
workflows/briefing-cron.yaml  3.4KB  a5e6971cb7bf6b1211041a4b5a1ca48738d46b20f8dddaf908bee06db035b741  text/yaml
workflows/briefing.yaml  3.7KB  c8db23e0ac4e0978c5d21ba26d751843623e5ab3a4b3a638cd3092297c510c34  text/yaml
workflows/earnings-cron.yaml  1.5KB  383f04ef8a2e1e1ec569e9132ba3dfd026ad4c95c79a4981e2f70fbc30f75c3a  text/yaml
workflows/earnings-weekly-cron.yaml  1.5KB  9115be2b90a277c71834feebc584b9b7aa468df0d0d877cefd9eb5417508906f  text/yaml
=====
market-news-analyst  Market News Analyst
Summary: This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. Use this skill when the user requests analysis of major financial news from the past 10 days, wants to understand market reactions to monetary policy decisions (FOMC, ECB, BOJ), needs assessment of geopolitical events' impact on commodities, or requires comprehensive review of earnings announcements from mega-cap stocks. The skill automatically collects news using WebSearch/WebFetch tools and produces impact-ranked analysis reports. All analysis thinking and output are conducted in English.
Owner: veeramanikandanr48
Created: 2026-01-31T14:38:22.040Z
Updated: 2026-05-01T04:56:23.749Z
Latest: 0.1.0
Tags: latest=0.1.0
Selected: 0.1.0
Selected At: 2026-01-31T14:38:22.040Z
Changelog: Initial release: market-news-analyst skill for real-time, impact-ranked analysis of major market news events.

- Prov...
Files:
SKILL.md  26KB  a66b8073a7489189f949586fd2de35f47107cd649aeeee49c5d86be33728867b  text/plain
references/corporate_news_impact.md  12KB  e2d0c3727c7072efeebb68e20b7968b58a54419c6d189cef49b59f9aa6c8e569  text/plain
references/geopolitical_commodity_correlations.md  13KB  b404fb71fffec998a1df04aa5dedd9e88d7e5cbebc44766fb43207f45ec16d67  text/plain
references/market_event_patterns.md  11KB  9b835e76407cbd847c96c6744a65f2a1e7836094e74e95f15d2f0a8b29cccbb6  text/plain
references/trusted_news_sources.md  11KB  49e1cc93c8f7c2d2a6eb14a1f8797a88b7f790724cadf872a856ddc9737a03af  text/plain

status exitCode durationMs aggregated cwd


Now let me look at MCP servers and other tooling outside ClawHub:

clawhub search "plaid" 2>/dev/null; echo "==="; clawhub search "monarch" 2>/dev/null; echo "==="; clawhub search "budget" 2>/dev/null | head -15