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wealth-innovation-briefing

生成《金融创新简报（财富管理）》竖版 A4 海报 PDF —— 按 6 个方向 × 5 条共 30 条，每条含具体公司、新闻链接、事件说明(≥100字)、创新点、某股份制银行学习点。适合每日/每周自动化，向领导汇报与邮件分享。 Skill: wealth-innovation-briefing Owner: forrestneo Summary: 生成《金融创新简报（财富管理）》竖版 A4 海报 PDF —— 按 6 个方向 × 5 条共 30 条，每条含具体公司、新闻链接、事件说明(≥100字)、创新点、某股份制银行学习点。适合每日/每周自动化，向领导汇报与邮件分享。 Tags: latest:0.1.0 Version history: v0.1.0 | 2026-08-01T11:17:57.004Z | auto Wealth Innovation Briefing v0.1.0 - Initial release of a workflow and template for generating vertical A4 PDF posters summarizing key financial innovation news (wealth

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Rank

Safety

Downloads

2.7k

Updated

Oct 9, 2026

Version

0.1.0

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 2.7K downloads reported by the source. Last updated 10/9/2026.

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 9, 2026
Protocol compatibility: OpenClawcompatibility · observed Oct 9, 2026
Adoption signal: 2.7K downloadsadoption · observed Oct 9, 2026
Latest release: 0.1.0release · observed Aug 1, 2026
Handshake status: UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17fd8v89pwxzett0ka88gsq5h8bm7ca:wealth-innovation-briefing

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-forrestneo-wealth-innovation-briefing/snapshot"

Documentation

CLAWHUB

11,720 characters of source documentation, loaded on request.

Extracted files

5 files captured from the source.

SKILL.md

---
name: wealth-innovation-briefing
description: 生成《金融创新简报（财富管理）》竖版 A4 海报 PDF —— 按 6 个方向 × 5 条共 30 条，每条含具体公司、新闻链接、事件说明(≥100字)、创新点、某股份制银行学习点。适合每日/每周自动化，向领导汇报与邮件分享。
agent_created: true
---

# 金融创新简报（财富管理）海报 PDF 生成器

把"采集金融创新动态 → 结构化 30 条 → 渲染高大上竖版 A4 海报 PDF"整套工作流固化下来。
核心思想：**数据与样式解耦**——模板 `build_briefing_template.py` 只管版式，每次只换 `today / EXTRA / DIRECTIONS / SUMMARY_LEAD` 四个变量后调用 `build()`，绝不动 CSS。

## 何时使用
- 用户要"每日/每周金融创新简报""财富管理动态""私人银行产品权益创新"这类海报/PDF 汇报物。
- 自动化任务（每日 09:00 触发）需要稳定产出可邮件分享的竖版 A4 PDF。
- 用户想微调方向、加数据交叉验证、改版式配色时，改对应变量即可。

## 交付物规格（硬约束）
- 竖版 A4（`@page { size: A4; margin: 0 }`），PDF 无页眉页脚，可邮件分享。
- 6 方向 × 5 条 = 30 条。方向命名建议固定为：
  `存款理财` / `理财货架` / `公募基金` / `私募与高净值` / `银保协同` / `信托创新`
  （原始需求是 4 大类"存款理财、公募私募、银保、信托"，实践中拆成这 6 个方向更饱满）。
- 每条必含：`title`(观点式标题) + `source`(来源) + `link`(新闻链接) + `body`(≥100字事件说明) + `innovation`(创新点) + `learning`(某股份制银行学习点)。
- 每方向额外配 `EXTRA`：`tags`(3-6个关键词) + `insight`(核心洞察) + `action`(银行行动建议)。
- 页面结构：封面 → 本期摘要 → 6 方向各【1 页导读 + 2 页案例(前3条 + 后2条+小结卡)】= 20 页。

## 工作流（每跑一次做这 4 步）
1. **采集**：用 WebSearch 按 6 方向各找 5 条近期权威新闻（财联社/券商中国/中国证券报/21世纪经济报道/上海证券报/澎湃/界面/每经/各公司官网及公众号）。每条确认有具体公司、可引用链接、足够写满 100+ 字的细节。
2. **写数据**：生成 `content_<日期>.py`，导出 `DIRECTIONS`（结构见 references/content_template.py）与 `EXTRA`（按方向 title 索引）。
3. **构建 HTML**：写 `build_<日期>.py`，import 模板后覆盖四个变量并 `tpl.build()`（见下"复用方式"）。产出 `briefing.html`。
4. **渲染 PDF**：跑 `convert_pdf.py`（见 references/convert_pdf.py），用本地缓存 Chromium 把 HTML 转 A4 PDF。
   之后调用 `present_files` 交付，并把高层摘要写回自动化 `memory.md`。

## 复用方式（build 脚本骨架）
```python
import sys, os
sys.path.insert(0, os.path.dirname(__file__))   # 让模板与数据文件可被 import
import build_briefing_template as tpl
from content_20260728 import DIRECTIONS, EXTRA  # 你的数据

tpl.today = "2026年7月28日"
tpl.DIRECTIONS = DIRECTIONS
tpl.EXTRA = EXTRA
tpl.SUMMARY_LEAD = "三条主线摘要……"   # 导读页那段长文，建议按"确定性资产争夺/规则重塑/账户化跃迁"三条主线写

if __name__ == '__main__':
    tpl.build()
```
模板在 references/build_briefing_template.py：只改 `today/DIRECTIONS/EXTRA/SUMMARY_LEAD` 四个全局变量，调用 `build()`。
`build()` 会写出 `briefing.html`（同目录）。**不要重写 CSS。**

## 数据格式（content_<日期>.py）
```python
DIRECTIONS = [
  {
    "title": "存款理财：长钱锁定与活动化权益",
    "subtitle": "五年期大额存单从大行到股份行梯次重启……",
    "items": [
      {
        "title": "中国银行“七全期限”大额存单：国有大行破冰5年期",
        "source": "中国银行、网易财经",
        "link": "https://www.163.com/...",
        "body": "≥100字：时间+公司+动作+数据+为什么值得关注……",
        "innovation": "创新点：……",
        "learning": "银行学习点：……"
      },
      # ... 每方向 5 条
    ]
  },
  # ... 6 个方向
]
EXTRA = {
  "存款理财：长钱锁定与活动化权益": {
    "tags": ["五年期存单","活动化运营","场景权益"],
    "insight": "核心洞察……",
    "action": "银行行动建议……"
  },
  # 键必须 === 对应 DIRECTIONS[].title，否则小结卡为空
}
```
**约束**：`EXTRA` 的键必须与 `DIRECTIONS[].title` 完全一致（含冒号前后文），否则导读页/小结卡的 tags、insight、action 会落空。

## PDF 渲染（convert_pdf.py 要点）
- 依赖：Python 3.x + `pip install playwright`；渲染用**本地已缓存的 Chromium**：
  `C:\Users\Administrator\AppData\Local\ms-playwright\chromium-*\chrome-win64\chrome.exe`
  （脚本用 `glob` 自动找最新一份，无需联网下载）。
- `page.pdf(format="A4", print_background=T

README.md

# wealth-innovation-briefing

一个可复用的 **WorkBuddy Skill**：一键生成《金融创新简报（财富管理）》竖版 A4 海报 PDF。

面向银行/财富管理从业者（尤其某股份制银行财富管理条线），每日/每周自动采集私人银行、存款理财、公募私募、银保、信托等领域的**产品权益 / 活动场景创新动态**，结构化输出 30 条案例，渲染成"高大上、可邮件分享、适合向领导汇报"的海报式 PDF。

## 功能特性

- **6 大方向 × 5 条 = 30 条**创新动态：存款理财 / 理财货架 / 公募基金 / 私募与高净值 / 银保协同 / 信托创新。
- 每条必含：**具体公司 + 新闻链接 + 事件说明(≥100字) + 创新点 + 某股份制银行学习点**。
- 每方向配 **关键趋势 / 核心洞察 / 银行行动建议**。
- 输出 **竖版 A4 海报 PDF**（封面 → 摘要 → 6 方向导读页 + 案例页 + 小结卡，共 20 页）。
- **数据与样式解耦**：版式模板一次性写好，每次只换数据变量即可，不动 CSS。

## 目录结构

```
wealth-innovation-briefing/
├── SKILL.md                      # Skill 主说明（WorkBuddy 调用入口）
├── README.md                     # 本文件
├── LICENSE
├── .gitignore
└── references/
    ├── build_briefing_template.py  # 海报版式构建模板（只覆盖变量后 build()）
    ├── convert_pdf.py             # 用本地缓存 Chromium 渲染 A4 PDF
    └── content_template.py        # DIRECTIONS / EXTRA 数据结构模板
```

## 快速使用

1. 准备数据文件 `content_20260728.py`，导出 `DIRECTIONS`（6 方向 × 5 条）与 `EXTRA`（按方向标题索引）：

   ```python
   DIRECTIONS = [{"title": "存款理财：...", "subtitle": "...", "items": [
       {"title": "...", "source": "...", "link": "https://...",
        "body": "≥100字...", "innovation": "...", "learning": "..."},
       # ... 每方向 5 条
   ]}, ...]
   EXTRA = {"存款理财：...": {"tags": [...], "insight": "...", "action": "..."}, ...}
   ```

2. 写构建脚本 `build_20260728.py`：

   ```python
   import sys, os
   sys.path.insert(0, os.path.dirname(__file__))
   import build_briefing_template as tpl
   from content_20260728 import DIRECTIONS, EXTRA
   tpl.today = "2026年7月28日"
   tpl.DIRECTIONS = DIRECTIONS
   tpl.EXTRA = EXTRA
   tpl.SUMMARY_LEAD = "三条主线摘要……"
   if __name__ == '__main__':
       tpl.build()          # 产出 briefing.html
   ```

3. 渲染 PDF（依赖 `pip install playwright`，复用本机已缓存的 Chromium）：

   ```bash
   python build_20260728.py
   python convert_pdf.py    # 产出 金融创新简报_财富管理_2026-07-28.pdf
   ```

## 已知坑（已踩过）

- `convert_pdf.py` 的 `OUT_DIR` **不能被批量 sed 替换误改**——那会把工作目录名一起改掉导致 `net::ERR_FILE_NOT_FOUND`。
- `EXTRA` 的键必须 **严格等于** `DIRECTIONS[].title`（含 `：` 前后文），否则导读页/小结卡内容为空。
- 浏览器里 HTML 是连续滚动的（屏幕不认 `@page`），但 PDF 渲染会按 `page-break-after` 正确分页，属正常现象。

## License

MIT © forrestneo

_meta.json

{
  "ownerId": "kn79n39ph0bt3y6khdjwn7bxt18bm0dq",
  "slug": "wealth-innovation-briefing",
  "version": "0.1.0",
  "publishedAt": 1785583077004
}

skill-card.md

## Description:

生成《金融创新简报（财富管理）》竖版 A4 海报 PDF —— 按 6 个方向 × 5 条共 30 条，每条含具体公司、新闻链接、事件说明(≥100字)、创新点、某股份制银行学习点。适合每日/每周自动化，向领导汇报与邮件分享。

This skill is ready for commercial/non-commercial use.

## Publisher:

[forrestneo](https://clawhub.ai/user/forrestneo)

### License/Terms of Use:

MIT

## Use Case:

Banking and wealth-management employees use this skill to collect public financial innovation news, structure 30 sourced items across six wealth-management themes, and render a leadership-ready vertical A4 briefing PDF. It is suited to recurring daily or weekly reporting workflows where the user reviews source links, business insights, and bank action recommendations before sharing.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: The workflow searches public web sources and can include outdated, incomplete, or weakly sourced financial news in a leadership briefing.

Mitigation: Review the cited source links and business claims before distributing the PDF or using its recommendations.

Risk: The PDF renderer depends on Playwright and launches a local Chromium browser with browser-hardening caveats.

Mitigation: Run the renderer in a dedicated project folder or virtual environment, pin Playwright, and avoid --no-sandbox unless the rendering environment is isolated.

Risk: Incorrect local path or data-key edits can produce missing files or incomplete summary cards.

Mitigation: Keep the output directory stable, change only per-run data variables, and verify EXTRA keys exactly match the direction titles before rendering.

## Reference(s):

- [ClawHub skill page](https://clawhub.ai/forrestneo/skills/wealth-innovation-briefing)
- [Server-resolved GitHub repository](https://github.com/forrestneo/wealth-innovation-briefing)
- [Build briefing template](references/build_briefing_template.py)
- [Content data template](references/content_template.py)
- [PDF conversion script](references/convert_pdf.py)

## Skill Output:

**Output Type(s):** [Text, Markdown, Code, Shell commands, Configuration, Guidance]

**Output Format:** [Markdown instructions with Python data and build scripts that produce local HTML and PDF files]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [The generated briefing is designed as a 20-page vertical A4 PDF with sourced financial-news entries, theme summaries, innovation points, and bank learning recommendations.]

## Skill Version(s):

0.1.0 (source: ClawHub release evidence)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

LICENSE

MIT License

Copyright (c) 2026 forrestneo

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

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