agentCLAWHUBUnverified
claude financial-services for openclaw
Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, sour... Skill: claude financial-services for openclaw Owner: fenccerece Summary: Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, sour... Tags: latest:1.0.0 Version history: v1.0.0 | 2026-05-09T06:51:34.979Z | user Initial release of the financial-services skill collection for OpenClaw: - Introduces a comprehensive methodo
OpenClaw
Rank
62
Safety
84
Downloads
963
Updated
Oct 12, 2026
Version
1.0.0
Source
CLAWHUB
About
What it does, and when to use it.
Capability contract not published. No trust telemetry is available yet. 963 downloads reported by the source. Last updated 10/12/2026.
Avoid when
- Contract metadata is missing or unavailable for deterministic execution.
Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing
Public facts
Every fact links back to the source it came from.
- Vendor
- Clawhubvendor · observed Oct 12, 2026
- Protocol compatibility
- OpenClawcompatibility · observed Oct 12, 2026
- Adoption signal
- 963 downloadsadoption · observed Oct 12, 2026
- Latest release
- 1.0.0release · observed May 9, 2026
- Handshake status
- UNKNOWNsecurity
What changed
Newest first. Only changes that point at a source are listed.
Release 1.0.0release
Initial release of the financial-services skill collection for OpenClaw: - Introduces a comprehensive methodology for financial analysis, modeling, due diligence, and report generation. - Includes 6 integrated skills covering investment banking, commercial banking, asset management, insurance, source attribution, and standardized output. - Each skill supports core workflows such as pitch books, underwriting, portfolio reporting, actuarial analysis, and verification. - Designed for seamless installation and auto-discovery within the OpenClaw platform. - Requires no additional dependencies; optional data provider integration available. - Licensed under MIT-0.
Observed May 9, 2026 · source
Install and run
Setup complexity: low.
clawhub skill install s17fmkyfk8381hxzq5rtdj0jj184f9bj:financial-services- Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
- Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.
Contract: missing
curl -s "https://www.xpersona.co/api/v1/agents/clawhub-fenccerece-financial-services/snapshot"
Run-check
$0.02 USD1 measured facts are behind this paywall: success rate and latency, uptime and estimated cost, when not to use it, how to call it, benchmark scores.
Agents pay $0.02 in USDC. A card payment is $0.50, the smallest a card allows.
Documentation
CLAWHUB
55,076 characters of source documentation, loaded on request.
Extracted files
5 files captured from the source.
asset-management/SKILL.md
---
name: financial-services-asset-management
description: >
Use when building portfolio reports, performance attribution analyses, IC memos, fund performance decks, or any asset management deliverable. Covers Brinson attribution, risk metrics, and institutional investor reporting.
metadata:
openclaw:
emoji: "📈"
---
# Asset Management
构建资管级别的分析材料：组合报告、Brinson 归因分析、IC memo、业绩 Deck、风险指标。
**Announce at start:** "I'm using the asset-management skill to structure this portfolio analysis."
## Core Principle
资管报告的核心是回答：业绩从哪来（归因）、风险在哪（风控）、下一步怎么做（展望）。每个绩效数字必须与基准和持仓数据交叉验证。
**REQUIRED:** Use financial-services:source-attribution before finalizing any deliverable.
**REQUIRED:** Use financial-services:excel-powerpoint-output for all output formatting.
## Checklist
You MUST create a task for each applicable item and complete them in order:
1. **Parse the request** — Identify deliverable type (attribution / IC memo / performance deck / risk report)
2. **Gather source materials** — Holdings data, benchmark returns, market data
3. **Calculate returns** — Time-weighted and money-weighted returns
4. **Run attribution** — Brinson-Fachler or other attribution method
5. **Calculate risk metrics** — Sharpe, beta, max drawdown, tracking error, active share
6. **Source attribution** — Verify every number traces to source
7. **Format output** — Apply standardized Excel/PowerPoint formatting
## Workflow: Portfolio Performance Attribution
**Brinson-Fachler Attribution Model:**
The Brinson-Fachler model decomposes active return into allocation and selection effects:
```
Total Active Return = Allocation Effect + Selection Effect + Interaction Effect
Where:
- Allocation Effect = (wp - wb) × (Rb - Rb_total)
(overweight sector × sector benchmark return vs total benchmark)
- Selection Effect = wb × (Rp - Rb)
(sector benchmark weight × portfolio vs benchmark return within sector)
- Interaction Effect = (wp - wb) × (Rp - Rb)
(combined effect of both weight and return differences)
```
**Standard Attribution Table:**
```
Sector | Port Wt | Bmk Wt | Active | Port Ret | Bmk Ret | Alloc | Select | Interact | Total
-------------|---------|--------|--------|----------|---------|--------|--------|----------|------
Technology | 32.5% | 28.0% | +4.5% | 12.3% | 10.1% | +0.45% | +0.70% | +0.10% | +1.25%
Healthcare | 18.2% | 20.0% | -1.8% | 8.5% | 9.2% | -0.17% | -0.13% | +0.01% | -0.29%
Financials | 15.0% | 16.0% | -1.0% | 6.8% | 7.5% | -0.08% | -0.11% | +0.01% | -0.18%
... | ... | ... | ... | ... | ... | ... | ... | ... | ...
TOTAL | 100.0% | 100.0% | 0.0% | X.X% | X.X% | +X.X% | +X.X% | +X.X% | +X.X%
```
**Interpretation Guide:**
- Positive allocation: overweight in outperforming sectors (or underweight in underperforming)
- Positive selection: picked better securities within sector
- Interaction: combined effect (usually small, but can be meaningfulcommercial-banking/SKILL.md
---
name: financial-services-commercial-banking
description: >
Use when building credit memos, loan underwriting analyses, covenant compliance tests, spread sheets, or cash flow analyses for lending decisions. Covers the full commercial banking credit analysis workflow.
metadata:
openclaw:
emoji: "🏦"
---
# Commercial Banking
构建商业银行级别的信用分析材料：credit memo、贷款承销、合约合规测试、财务展期、现金流分析。
**Announce at start:** "I'm using the commercial-banking skill to structure this credit analysis."
## Core Principle
信用分析的核心是还款能力评估。每一项财务数据必须映射到合约条款，每一个风险判断必须有数据支撑。
**REQUIRED:** Use financial-services:source-attribution before finalizing any deliverable.
**REQUIRED:** Use financial-services:excel-powerpoint-output for all output formatting.
## Checklist
You MUST create a task for each applicable item and complete them in order:
1. **Parse the request** — Identify deliverable type (credit memo / covenant test / spread sheet / cash flow)
2. **Gather source materials** — Borrower package, financial statements, covenant terms, industry data
3. **Spread financials** — Map historical financials to standardized format
4. **Run credit ratios** — Calculate key credit metrics
5. **Covenant compliance test** — Test against covenant terms
6. **Risk assessment** — Identify and quantify risks
7. **Source attribution** — Verify every number traces to source
8. **Format output** — Apply standardized Excel formatting
## Workflow: Financial Spreading
When spreading financials from a borrower package:
**Standard Layout (Excel):**
```
Row | Category | FY2023 | FY2024 | FY2025 | FY2026E | YoY Chg
----|--------------------|--------|--------|--------|---------|--------
| INCOME STATEMENT | | | | |
| Revenue | | | | | X%
| COGS | | | | | X%
| Gross Profit | | | | | X%
| Gross Margin | | | | | X bps
| SG&A | | | | | X%
| EBITDA | | | | | X%
| EBITDA Margin | | | | | X bps
| D&A | | | | | X%
| EBIT | | | | | X%
| Interest Expense | | | | | X%
| Pre-tax Income | | | | | X%
| Taxes | | | | | X%
| Net Income | | | | | X%
| | | | | |
| BALANCE SHEET | | | | |
| Cash | | | | | X%
| Accounts Receivable| | | | | X%
| Inventory | | | | | X%
| Total Current Assets| | excel-powerpoint-output/SKILL.md
---
name: financial-services-excel-powerpoint-output
description: >
Use when generating Excel workbooks or PowerPoint decks for financial deliverables. Enforces consistent professional formatting for financial models, comps tables, pitch decks, and analytical reports. Applied after analysis is complete.
metadata:
openclaw:
emoji: "📐"
---
# Excel & PowerPoint Output
金融 Excel 工作簿和 PowerPoint Deck 的标准化格式规范。
**Announce at start:** "I'm using the excel-powerpoint-output skill to format the deliverable."
## Core Principle
格式一致性和专业性是金融交付物的基本要求。好的格式让审阅者快速找到关键信息，差的格式掩盖好的分析。
## Excel Formatting Standards
### Number Format
```
Type | Format | Example
--------------------|---------------------|----------
Revenue, large | $#,##0.0"M" | $4,218.5M
Revenue, small | $#,##0.0"K" | $421.8K
Percentages | 0.00% | 24.35%
Percentages (bps) | 0 bps | 235 bps
Multiples | 0.00x | 12.55x
Ratios | 0.00 | 1.15
Share price | $#,##0.00 | $142.55
Shares | #,##0.0"M" | 1,245.3M
Negative values | (#,##0) or (0.0%) | (125.5) or (2.3%)
N/A or N/M | "N/A" or "N/M" | text
```
### Color Coding
```
Element | Color (Light Mode) | Color (Dark Mode)
-------------------------|-------------------|------------------
Header row background | #1F2937 (gray-800)| #F9FAFB (gray-50)
Header row text | #FFFFFF (white) | #111827 (gray-900)
Subheader background | #E5E7EB (gray-200)| #374151 (gray-700)
Positive values | #059669 (green-600)| #34D399 (green-400)
Negative values | #DC2626 (red-600) | #F87171 (red-400)
Covenant breach | #FEE2E2 bg + red text|#7F1D1D bg + #FCA5A5
Covenant near-miss | #FEF3C7 bg + amber |#78350F bg + #FCD34D
Input cells | #DBEAFE bg (blue) | #1E3A5F bg
Calculated cells | No background | No background
Borders | #D1D5DB (gray-300) | #4B5563 (gray-600)
```
### Layout Rules
**General:**
- Freeze panes: freeze header row AND first column (company names)
- Column widths: auto-fit, minimum 10 characters
- Row heights: 15pt standard, 20pt for header rows
- Font: Calibri 10pt body, 11pt headers, 9pt footnotes
- Alignment: numbers right-aligned, text left-aligned, headers center-aligned
**Financial Model Tab:**
```
Column A: Row labels (left-aligned, bold for section headers)
Column B+: Periods (FY2023, FY2024, etc.)
Last column: CAGR or YoY change
Section headers: bold, light gray background
Subtotals: top border (thin line)
Grand totals: top and bottom border (double line)
Input assumptions: blue font or blue background
Calculated values: black font, no special background
```
**Comps Table Tab:**
```
Column A: Company name
Column B: Ticker
Column C+: Financial metrics and multiples
Last rows: Median, Mean, Min, Max, Target position
Sort order: by EV/EBITinsurance/SKILL.md
---
name: financial-services-insurance
description: >
Use when reviewing reserve adequacy, building actuarial analyses, analyzing underwriting results, or preparing insurance regulatory filings. Covers reserve analysis, link ratio triangles, actuarial review, and insurance-specific financial reporting.
metadata:
openclaw:
emoji: "🛡️"
---
# Insurance
构建保险级别的分析材料：准备金充足性审查、精算分析、承保结果分析、监管报告。
**Announce at start:** "I'm using the insurance skill to structure this actuarial analysis."
## Core Principle
保险分析的核心是不确定性量化。精算数据必须展示置信区间和敏感性，不能只给点估计。每个假设必须明确标注来源和合理性。
**REQUIRED:** Use financial-services:source-attribution before finalizing any deliverable.
**REQUIRED:** Use financial-services:excel-powerpoint-output for all output formatting.
## Checklist
You MUST create a task for each applicable item and complete them in order:
1. **Parse the request** — Identify deliverable type (reserve review / actuarial analysis / underwriting / regulatory)
2. **Gather source materials** — Actuarial workbook, regulatory filings, loss triangles
3. **Analyze reserve adequacy** — Compare carried vs indicated reserves
4. **Build link ratios** — Development triangles and heatmaps
5. **Flag anomalies** — Accelerated development, tail divergence, elevated initial reporting
6. **Source attribution** — Verify every number traces to source
7. **Format output** — Apply standardized Excel/PowerPoint formatting
## Workflow: Reserve Adequacy Review
**Step 1: Reserve Summary**
```
Line of Business | Carried Reserves | Indicated Reserves | Redundancy/(Deficiency) | %
--------------------|------------------|--------------------|-----------------------|-----
Workers' Comp | $XXX M | $XXX M | $XX M | X.X%
General Liability | $XXX M | $XXX M | ($XX M) | X.X%
Auto Liability | $XXX M | $XXX M | $XX M | X.X%
Professional Liab | $XXX M | $XXX M | ($XX M) | X.X%
Property | $XX M | $XX M | $X M | X.X%
TOTAL | $X,XXX M | $X,XXX M | $XX M | X.X%
```
**Step 2: Ultimate Loss Analysis**
```
Accident Year | Paid Losses | Case Reserves | IBNR | Total Incurred | Selected Ultimate | % Developed
--------------|-------------|---------------|-------|----------------|-------------------|-------------
2019 | $XXX M | $XX M | $X M | $XXX M | $XXX M | 98%
2020 | $XXX M | $XX M | $XX M | $XXX M | $XXX M | 95%
2021 | $XXX M | $XX M | $XX M | $XXX M | $XXX M | 88%
2022 | $XXX M | $XX M | $XX M | $XXX M | $XXX M | 75%
2023 | $XX M | $XX M | $XX M | $XXX M | $XXX M | 55%
2024 | $XX M | $XX M | $XX M | $investment-banking/SKILL.md
---
name: financial-services-investment-banking
description: >
Use when building pitch books, CIMs, comps tables, DCF models, precedent transaction analyses, or any M&A valuation work. Covers the full investment banking analysis workflow from data gathering to formatted deliverables.
metadata:
openclaw:
emoji: "📊"
---
# Investment Banking
构建投行级别的分析材料：pitch book、CIM、可比公司分析、DCF 估值、先例交易。
**Announce at start:** "I'm using the investment-banking skill to structure this analysis."
## Core Principle
每个数字必须可追溯到源文档。估值结论必须交叉验证（可比公司、DCF、先例交易三角验证）。
**REQUIRED:** Use financial-services:source-attribution before finalizing any deliverable.
**REQUIRED:** Use financial-services:excel-powerpoint-output for all output formatting.
## Checklist
You MUST create a task for each applicable item and complete them in order:
1. **Parse the request** — Identify deliverable type (pitch book / CIM / comps / DCF / precedent transactions)
2. **Gather source materials** — Collect CIM, financial statements, peer data, market data
3. **Build the analysis** — Follow the applicable workflow below
4. **Cross-validate** — Triangulate valuation across methods
5. **Source attribution** — Verify every number traces to source
6. **Format output** — Apply standardized Excel/PowerPoint formatting
7. **Self-review** — Run the review checklist before delivery
## Workflow: Pitch Book / Valuation Summary
When building a pitch book or valuation summary slide:
**Step 1: Peer Selection**
- Select 5-10 comparable companies based on: sector, size (revenue/EBITDA range), geography, business model
- Justify each inclusion/exclusion in a brief note
**Step 2: Comps Table**
Build a comps table with these columns:
```
Company | EV | Revenue | EBITDA | EV/Revenue | EV/EBITDA | P/E | EV/EBITDA Growth
```
- Include: median, mean, min, max, target company position
- Source each multiple to the specific filing or data provider
**Step 3: DCF Model**
Build a DCF with:
- Free Cash Flow projections (5-10 year explicit period)
- Terminal value (exit multiple or perpetuity growth method)
- WACC calculation (show components: risk-free rate, equity risk premium, beta, cost of debt, capital structure)
- Sensitivity table: WACC vs terminal growth/exit multiple
- Clearly label: enterprise value, equity value, per-share value
**Step 4: Precedent Transactions**
- Collect 5-10 relevant M&A transactions in the same sector
- Include: date, acquirer, target, deal value, EV/Revenue, EV/EBITDA
- Adjust for market conditions if transactions are from different periods
**Step 5: Valuation Triangle**
Present implied valuation range from all three methods:
```
Method | Low | Midpoint | High
----------------|--------|----------|-------
Comps | $X.Xb | $X.Xb | $X.Xb
DCF | $X.Xb | $X.Xb | $X.Xb
Precedent Txns | $X.Xb | $X.Xb | $X.Xb
Implied Range | $X.Xb | $X.Xb | $X.Xb
```
**Step 6: Position in Range**
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Machine-readable data
The same record, as JSON, for agents and crawlers.
- Card JSON
- Facts JSON
- Snapshot JSON
- Contract JSON
- Trust JSON
- Changes JSON
- Warnings JSON
- Seen by JSON
- Disagreements JSON
{
"facts": [
{
"factKey": "vendor",
"category": "vendor",
"label": "Vendor",
"value": "Clawhub",
"href": "https://clawhub.ai/fenccerece/skills/financial-services",
"sourceUrl": "https://clawhub.ai/fenccerece/skills/financial-services",
"sourceType": "profile",
"confidence": "medium",
"observedAt": "2026-10-12T01:05:49.584Z",
"isPublic": true
},
{
"factKey": "protocols",
"category": "compatibility",
"label": "Protocol compatibility",
"value": "OpenClaw",
"href": "https://www.xpersona.co/api/v1/agents/clawhub-fenccerece-financial-services/contract",
"sourceUrl": "https://www.xpersona.co/api/v1/agents/clawhub-fenccerece-financial-services/contract",
"sourceType": "contract",
"confidence": "medium",
"observedAt": "2026-10-12T01:05:49.584Z",
"isPublic": true
},
{
"factKey": "traction",
"category": "adoption",
"label": "Adoption signal",
"value": "963 downloads",
"href": "https://clawhub.ai/fenccerece/financial-services",
"sourceUrl": "https://clawhub.ai/fenccerece/financial-services",
"sourceType": "profile",
"confidence": "medium",
"observedAt": "2026-10-12T01:05:49.584Z",
"isPublic": true
},
{
"factKey": "latest_release",
"category": "release",
"label": "Latest release",
"value": "1.0.0",
"href": "https://clawhub.ai/fenccerece/financial-services",
"sourceUrl": "https://clawhub.ai/fenccerece/financial-services",
"sourceType": "release",
"confidence": "medium",
"observedAt": "2026-05-09T06:51:34.979Z",
"isPublic": true
},
{
"factKey": "handshake_status",
"category": "security",
"label": "Handshake status",
"value": "UNKNOWN",
"href": "https://www.xpersona.co/api/v1/agents/clawhub-fenccerece-financial-services/trust",
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"sourceType": "trust",
"confidence": "medium",
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"isPublic": true
}
],
"events": [
{
"eventType": "release",
"title": "Release 1.0.0",
"description": "Initial release of the financial-services skill collection for OpenClaw: - Introduces a comprehensive methodology for financial analysis, modeling, due diligence, and report generation. - Includes 6 integrated skills covering investment banking, commercial banking, asset management, insurance, source attribution, and standardized output. - Each skill supports core workflows such as pitch books, underwriting, portfolio reporting, actuarial analysis, and verification. - Designed for seamless installation and auto-discovery within the OpenClaw platform. - Requires no additional dependencies; optional data provider integration available. - Licensed under MIT-0.",
"href": "https://clawhub.ai/fenccerece/financial-services",
"sourceUrl": "https://clawhub.ai/fenccerece/financial-services",
"sourceType": "release",
"confidence": "medium",
"observedAt": "2026-05-09T06:51:34.979Z",
"isPublic": true
}
]
}Record generated Oct 12, 2026.
For crawlers
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- One record, as JSON: card, facts, snapshot, contract, trust, changes, warnings, seen by, disagreements.
- Every agent, one feed: /.well-known/ai-catalog.json
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