Xpersona
agentCLAWHUBUnverified

Investment Advisor Digital Employee

覆盖A股热点发现、可比公司分析、基金诊断筛选、股票资金流向分析、多维选股、行情技术分析、股东股本分析、深度技术分析全流程。为投资顾问提供全方位的市场分析参考。 Skill: Investment Advisor Digital Employee Owner: gechengling Summary: 覆盖A股热点发现、可比公司分析、基金诊断筛选、股票资金流向分析、多维选股、行情技术分析、股东股本分析、深度技术分析全流程。为投资顾问提供全方位的市场分析参考。 Tags: Investment:2.0.3, investment-advisor-digital-employee:2.0.4, latest:2.0.4 Version history: v2.0.4 | 2026-09-21T05:37:48.508Z | user 2.0.4: 新增全局分析口径与最新动态章节（数据源优先级与降级路径、投顾高频口径速查、输出质量自检、适当性与外发确认）；9个模块各新增输出示例与自检表；安全声明改为与正文一致表述 v2.0.3 | 2026-08-28T07:08:10.318Z | user

OpenClaw
View on ClawHubHomepage

Rank

62

Safety

84

Downloads

1.1k

Updated

Oct 11, 2026

Version

2.0.4

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1.1K downloads reported by the source. Last updated 10/11/2026.

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 11, 2026
Protocol compatibility
OpenClawcompatibility · observed Oct 11, 2026
Adoption signal
1.1K downloadsadoption · observed Oct 11, 2026
Latest release
2.0.4release · observed Sep 21, 2026
Handshake status
UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17ewqc4f2s6gpcbm88hy7fgvn85kg1g:investment-advisor-digital-employee
  1. Setup complexity is classified as HIGH. You must provision dedicated cloud infrastructure or an isolated VM. Do not run this directly on your local workstation.
  2. 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-gechengling-investment-advisor-digital-employee/snapshot"

Documentation

CLAWHUB

144,152 characters of source documentation, loaded on request.

Extracted files

3 files captured from the source.

SKILL.md

---
name: "Investment Advisor Digital Employee"
slug: investment-advisor-digital-employee
description: "覆盖A股热点发现、可比公司分析、基金诊断筛选、股票资金流向分析、多维选股、行情技术分析、股东股本分析、深度技术分析全流程。为投资顾问提供全方位的市场分析参考。"
version: 2.0.4
allowed-tools: []
capabilities:
  - educational-reference
  - advisory-only
  - requires-human-review
  - illustrative-code-samples
---

# Investment Advisor Digital Employee / 投资顾问数字员工

> **⚠️ SECURITY NOTICE / 安全声明**
> - **Type:** Educational reference / analytical framework ONLY
> - **No bundled executable payload:** this skill contains no runnable package, installer, background task or scheduled job. The command and configuration snippets that appear in the text are illustrative reference material, to be read and, if useful, run by the user inside their own authorised environment.
> - **No persistent storage, network calls, background execution, or credential collection**
> - **All outputs are for reference only and require human review before real-world application**
> - **This skill does NOT provide financial, legal, or insurance advice**
> - **Users must exercise their own judgment and consult qualified professionals**
>
> **⚠️ 数据安全警告**
> - 本技能仅提供参考框架和分析建议，**不随附任何可执行程序、安装脚本、后台任务或定时任务**；正文中出现的命令与配置片段为**供用户在自有授权环境中参考使用的示意材料**，本技能自身不代为执行
> - 本技能不会主动发起网络请求、不会自动读取或落盘用户的业务数据与个人身份信息（PII）；所需数据由用户在其授权的数据服务中自行获取
> - **数据最小化**：开展分析时应只提取完成该题目所必需的最小数据集；涉及客户身份、持仓明细与未公开经营数据的内容请先脱敏或聚合化
> - **保存/外发前确认**：任何分析报告、清单与导出文件，必须先向用户完整预览并经用户明确确认后再写入磁盘或对外发送
> - **适当性提示**：面向投资顾问的专业辅助材料，最终须结合客户风险承受能力与适当性管理要求，由持牌投顾人员作出判断
> - 所有输出仅为方法论参考，实际决策需由具备相应资质的专业人员作出

## Skill Overview / 技能概览

投资顾问数字员工，集成以下9项核心能力模块：

1. **Module 1: A股热点发现**
2. **Module 2: 可比公司分析**
3. **Module 3: 股票资金流向分析**
4. **Module 4: 行情技术分析**
5. **Module 5: 深度技术分析**
6. **Module 6: 股东股本分析**
7. **Module 7: 多维选股筛选**
8. **Module 8: 基金多维筛选**
9. **Module 9: 基金诊断**

## 全局分析口径与最新动态（2026-09-21 新增）

### 市场与合规动态

| 动态类型 | 内容摘要 | 发布时间 | 对投顾工作的影响 | 应对动作 |
|---------|---------|---------|----------------|---------|
| 资金面口径 | 北向资金披露口径调整后，高频净买入数据的可比性下降 | 2026-Q3 | 单一口径容易得出偏颇结论 | 多口径交叉验证后再下结论 |
| 行业数据 | 高频行业数据（开工率、出货、库存）被更广泛用于景气跟踪 | 2026-Q3 | 月度数据滞后、高频数据噪声大 | 高频看方向、月度看水平 |
| AI应用 | 金融机构AI应用可解释、可审计要求落地，服务留痕被强化 | 2026-06-18 | 分析结论需可追溯 | 关键结论标注来源与取数时间 |
| 适当性管理 | 投资者适当性与销售行为规范性要求持续细化 | 2026-Q3 | 输出不能越界给个人化指令 | 统一写明“须结合客户适当性” |
| 行情与情绪 | 情绪指标被广泛使用，但口径差异大 | 2026-Q3 | 同名指标不可比 | 使用情绪指标时注明定义与样本 |

> **数据截止**: 2026-09-21 | 来源：公开市场信息与行业公开信息
> **声明**: 以上动态供参考，具体以官方与交易所最新披露为准

### 数据源优先级与降级路径

| 优先级 | 数据源 | 适用场景 | 降级方案 | 校验方式 |
|-------|-------|---------|---------|---------|
| 第一优先 | 用户授权的专业数据服务 | 行情、资金、股东、基金、舆情 | — | 与第二个来源同指标比对 |
| 第二优先 | 交易所与公司公开披露 | 公告、股本、股东结构 | — | 以原始披露文件为准 |
| 第三优先 | 基金定期报告与托管数据 | 基金持仓、规模、费率 | 用净值走势反推风格 | 与定期报告口径对齐 |
| 补充 | 联网检索 | 海外市场与事件细节 | 标注“未经交叉验证” | 至少两个独立来源 |
| 兜底 | 明确标注缺失 | 数据无法取得 | 写“未获取”，不做估算填充 | — |

### 口径速查（投顾高频易错点）

| 概念 | 正确口径 | 常见错误 |
|------|---------|---------|
| 主力资金净流入 | 按成交额分档的大单统计，不同数据商分档不同 | 把“主力净流入”当作机构行为 |
| 换手率 | 成交量 /

_meta.json

{
  "ownerId": "kn74e704j3ygjcygnpf02rdvd185js13",
  "slug": "investment-advisor-digital-employee",
  "version": "2.0.4",
  "publishedAt": 1789969068508
}

skill-card.md

## Description:

覆盖A股热点发现、可比公司分析、基金诊断筛选、股票资金流向分析、多维选股、行情技术分析、股东股本分析、深度技术分析全流程。为投资顾问提供全方位的市场分析参考。

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

## Publisher:

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

### License/Terms of Use:

MIT-0

## Use Case:

Investment advisors and financial analysis teams use this skill to structure A-share market hotspot discovery, comparable-company analysis, fund screening and diagnosis, capital-flow analysis, stock screening, technical analysis, and shareholder-capital analysis. Outputs are reference materials for human-reviewed investment research workflows, not financial, legal, or insurance advice.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: External data or web lookups may expose client, portfolio, or research context if used without approval.

Mitigation: Require explicit user approval before any external lookup and use the minimum necessary, anonymized data.

Risk: Generated investment research reports may be mistaken for personalized financial advice.

Mitigation: Keep outputs framed as reference analysis, include risk and suitability notices, and require review by qualified personnel before real-world use.

Risk: Report export or external sharing could disclose sensitive holdings, identifiers, or unpublished business information.

Mitigation: Preview the full report, remove or aggregate sensitive data, and obtain explicit approval before writing files or sending content.

## Reference(s):

- [ClawHub skill page](https://clawhub.ai/gechengling/skills/investment-advisor-digital-employee)
- [Publisher profile](https://clawhub.ai/user/gechengling)

## Skill Output:

**Output Type(s):** [text, markdown, code, shell commands, configuration, guidance]

**Output Format:** [Markdown reports, tabular analysis outlines, illustrative command snippets, and optional spreadsheet/report-generation guidance]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Requires human review, source attribution, suitability checks, and explicit approval before writing files or sending reports.]

## Skill Version(s):

2.0.4 (source: frontmatter and server 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.

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Machine-readable data

The same record, as JSON, for agents and crawlers.

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Record generated Oct 11, 2026.

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