## Description: <br>
Deterministic-first portfolio analyzer for holdings, performance, Sharpe and Sortino ratios, FRED yield curves, bond duration, sector breakdowns, scenario rebalancing, and related portfolio questions through 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 connect an agent to a local Docker-based portfolio analysis service. The skill routes natural-language portfolio questions to deterministic analytics, report generation, market-data enrichment, and dashboard/MCP tools while preserving read-only behavior. <br>

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

## Known Risks and Mitigations: <br>
Risk: The service handles sensitive portfolio files, API keys, generated reports, and optional memory on the user's machine. <br>
Mitigation: Install only where local storage of that data is acceptable, review provider keys before adding them, and keep portfolio files and reports in user-controlled local directories. <br>
Risk: The local MCP, REST, dashboard, and optional memory ports can expose sensitive portfolio data if bound beyond localhost. <br>
Mitigation: Keep the service bound to localhost by default and do not expose ports 18090, 18092, or 5002 to a network without separate authentication and access control. <br>
Risk: Portfolio summaries and questions can be sent to a cloud narrative model when cloud provider credentials are configured. <br>
Mitigation: Use a local LLM endpoint when portfolio summaries should remain on the local network, and leave optional cloud provider keys unset unless their data policies are acceptable. <br>


## Reference(s): <br>
- [ClawHub skill page](https://clawhub.ai/perlowja/investorclaw) <br>
- [Publisher profile](https://clawhub.ai/user/perlowja) <br>
- [Project homepage from ClawHub metadata](https://github.com/argonautsystems/InvestorClaw) <br>
- [SKILL.md](SKILL.md) <br>
- [README.md](README.md) <br>
- [SECURITY.md](SECURITY.md) <br>
- [PRIVACY.md](PRIVACY.md) <br>
- [DISCLAIMER.md](DISCLAIMER.md) <br>
- [MCP_TOOLS_REFERENCE.md](docs/MCP_TOOLS_REFERENCE.md) <br>
- [compose.yml](compose.yml) <br>


## Skill Output: <br>
**Output Type(s):** [text, markdown, shell commands, configuration, guidance] <br>
**Output Format:** [Markdown guidance with tool names, shell commands, configuration snippets, and natural-language portfolio responses from the connected service] <br>
**Output Parameters:** [1D] <br>
**Other Properties Related to Output:** [May produce local reports, cached response records, dashboard views, and MCP/REST tool responses when the user runs the Docker service.] <br>

## Skill Version(s): <br>
4.6.2 (source: server release metadata and SKILL.md metadata) <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>
