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AI-powered portfolio monitoring for the Claude Code ecosystem.
The ultimate Claude Code Skill for investors – aggregates portfolios from multiple brokers, calculates institutional-grade risk metrics, and generates intelligent trading alerts.
| Traditional Tools | Clawdfolio |
|---|---|
| Manual data entry | Auto-sync from brokers |
| Basic P&L tracking | VaR, Sharpe, Beta, Max Drawdown |
| Single broker view | Multi-broker aggregation |
| Spreadsheet alerts | Smart RSI/price alerts |
| No AI integration | Claude Code native skill |
- Multi-Broker Support – Longport (Longbridge), Moomoo/Futu, or demo mode
- Risk Analytics – Volatility, Beta, Sharpe Ratio, Value at Risk, Max Drawdown
- Technical Analysis – RSI, SMA, EMA, Bollinger Bands
- Concentration Analysis – HHI index, sector exposure, correlation warnings
- Smart Alerts – Price movements, RSI extremes, P&L thresholds
- Earnings Calendar – Track upcoming earnings for holdings
- DCA Analysis – Dollar-cost averaging signals
Simply ask Claude Code:
/clawdfolio summary
/clawdfolio risk
/clawdfolio quotes AAPL MSFT NVDA
/clawdfolio alerts
# Basic
pip install clawdfolio
# With broker support
pip install clawdfolio[longport] # Longport
pip install clawdfolio[futu] # Moomoo/Futu
pip install clawdfolio[all] # All brokers
clawdfolio summary # Portfolio overview
clawdfolio risk # Risk metrics
clawdfolio quotes AAPL TSLA # Real-time quotes
clawdfolio alerts # Check alerts
clawdfolio earnings # Upcoming earnings
clawdfolio dca AAPL # DCA analysis
from clawdfolio.brokers import get_broker
from clawdfolio.analysis import analyze_risk
# Connect to broker
broker = get_broker("demo") # or "longport", "futu"
broker.connect()
# Get portfolio and analyze
portfolio = broker.get_portfolio()
metrics = analyze_risk(portfolio)
print(f"Net Assets: ${portfolio.net_assets:,.2f}")
print(f"Sharpe Ratio: {metrics.sharpe_ratio:.2f}")
print(f"VaR 95%: ${metrics.var_95:,.2f}")
| Metric | Description |
|---|---|
| Volatility | 20-day and 60-day annualized |
| Beta | Correlation with SPY/QQQ |
| Sharpe Ratio | Risk-adjusted returns |
| VaR | Value at Risk (95%/99%) |
| Max Drawdown | Largest peak-to-trough decline |
| HHI | Portfolio concentration index |
# Longport
export LONGPORT_APP_KEY=your_app_key
export LONGPORT_APP_SECRET=your_app_secret
export LONGPORT_ACCESS_TOKEN=your_access_token
# Moomoo: Run OpenD locally on port 11111
Create config.yaml:
brokers:
longport:
enabled: true
futu:
enabled: true
extra:
host: "127.0.0.1"
port: 11111
alerts:
pnl_trigger: 500.0
rsi_high: 80
rsi_low: 20
| Broker | Region | Status |
|---|---|---|
| Demo | Global | Built-in |
| Longport | US/HK/SG | Optional |
| Moomoo/Futu | US/HK/SG | Optional |
Contributions welcome! Please submit a Pull Request.
MIT License – see LICENSE
If Clawdfolio helps you, please give it a ⭐ star!