## Description: <br>
Ic Engine is a deterministic-first portfolio analysis agent skill for holdings, performance, Sharpe and Sortino metrics, FRED yield curves, bond duration, sector breakdowns, and scenario rebalancing over MCP-HTTP. <br>

This skill is ready for commercial/non-commercial use. <br>

## Publisher: <br>
[perlowja](https://clawhub.ai/user/perlowja) <br>

### License/Terms of Use: <br>
MIT-0 <br>


## Use Case: <br>
Portfolio owners, advisors, and developers use this skill to ask natural-language portfolio questions while a local deterministic engine calculates holdings, risk, performance, fixed-income, market data, and rebalancing analysis. It is intended for educational analysis and not financial advice. <br>

### Deployment Geography for Use: <br>
Global <br>

## Known Risks and Mitigations: <br>
Risk: The service stores portfolio files, reports, and provider keys locally in Docker-managed storage. <br>
Mitigation: Install only on a trusted host, keep ports 18090 and 18092 bound to localhost, and use the provided key delete and backup flows when rotating credentials. <br>
Risk: Narrative LLM and market-data providers may receive computed portfolio summaries, user questions, ticker symbols, or request metadata when configured. <br>
Mitigation: Review configured providers before use, prefer a local LLM endpoint when data must remain local, and only add market-data API keys needed for the desired analysis. <br>
Risk: Portfolio analysis and rebalancing suggestions could be mistaken for financial advice. <br>
Mitigation: Treat output as educational analysis, verify calculations against actual holdings, and consult a qualified financial professional before acting. <br>


## Reference(s): <br>
- [ClawHub release page](https://clawhub.ai/perlowja/investorclaw) <br>
- [Publisher profile](https://clawhub.ai/user/perlowja) <br>
- [Project homepage](https://github.com/argonautsystems/InvestorClaw) <br>
- [Skill usage spec](SKILL.md) <br>
- [Capabilities](CAPABILITIES.md) <br>
- [Security policy](SECURITY.md) <br>
- [Privacy policy](PRIVACY.md) <br>
- [MCP tools reference](docs/MCP_TOOLS_REFERENCE.md) <br>
- [Output contract](docs/references/contract-output.md) <br>
- [Holdings schema](docs/references/schema-holdings-fields.md) <br>


## Skill Output: <br>
**Output Type(s):** [text, markdown, JSON, shell commands, configuration, guidance] <br>
**Output Format:** [Natural-language Markdown plus structured JSON tool responses and setup/configuration commands.] <br>
**Output Parameters:** [1D] <br>
**Other Properties Related to Output:** [Portfolio answers include deterministic engine results and signed response metadata; setup outputs may include Docker Compose and MCP/REST endpoint guidance.] <br>

## Skill Version(s): <br>
4.6.1 (source: server release metadata, SKILL.md metadata, pyproject.toml) <br>

## Ethical Considerations: <br>
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. <br>
