Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add KCNyu/clawock --skill portfolio-risk-reviewgit clone --depth 1 https://github.com/KCNyu/clawockWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/kcnyu/clawock/portfolio-risk-review)<a href="https://agentmods.dev/skills/kcnyu/clawock/portfolio-risk-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/portfolio-risk-review/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/kcnyu/clawock/portfolio-risk-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/portfolio-risk-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00070 | $0.01506 |
| Opus 5.5 | $0.00028 | $0.00602 |
| Sonnet 5.5 | $0.00014 | $0.00301 |
| Haiku 4.5 | $0.00007 | $0.00151 |
Grade A, and why
portfolio-risk-review scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 135 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Risk Review
Single-pass portfolio review. For multi-role analyst framework, use portfolio-swarm-review instead.
Required reads
In this order:
/root/.openclaw/workspace/MEMORY.md— rules, traps, user preferences/root/.openclaw/workspace/portfolio.json— authoritative holdings/root/.openclaw/workspace/memory/theses/*.json— canonical thesis state when present../daily-deep-brief/references/technical-playbooks.md— read before any add / average-down plan/root/.openclaw/workspace/TOOLS.md— data chain reference if anything fails
portfolio.json is the only active/exited list: shares > 0 is held, shares == 0
is exited. There is no hand-maintained summary any more — the one that used to sit
here went 3.5 months without a sync and ended up naming seven held positions as
exited (#1067).
The thesis registry is read-only during a portfolio review. Missing files mean
unknown, not permission to reconstruct a baseline from prior prose. Price moves
may change valuation but cannot by themselves change business, moat, or management.
Fresh data rule
Always refresh quotes before judging the book. Use the workspace scripts.
# US: 7-route fallback, RSI/MA/news/signal, writes back to portfolio.json
/root/.local/bin/clawock analyze-us
/root/.local/bin/clawock analyze-us --no-news # skip news
# HK: Tencent primary + Eastmoney full-batch independent cross-check/fallback → stooq → yfinance
/root/.local/bin/clawock analyze-hk
/root/.local/bin/clawock analyze-hk --no-news
Use the returned quote coverage/source warnings to mark stale or unverified holdings; failure of an unused fallback alone does not invalidate a successful quote. Special trap: 00100 only has Tencent — Tencent down means 00100 is stale.
KR linkage: 07709/07747 are frequently at shares == 0, and SKHY (SK Hynix ADR)
is an independent line — read the KR names off portfolio.json (shares > 0)
rather than assuming any part of the chain is held or dead.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 10d ago Changed a722c6b97eb7
- 16d ago Changed · +1 lines e96d49a37e96
- 23d ago Changed b2d6d8cb8015
- 1mo ago First seen · 134 lines · 70 tokens per session scan A b092c382cd8e
portfolio-risk-review is a skill published in the GitHub repository KCNyu/clawock (21 stars, last pushed today), licensed MIT. It adds 70 tokens to every session and 1,506 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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