portfolio-swarm-review

portfolio-swarm-review is a skill for Claude Code, Codex from KCNyu/clawock. It costs 90 tokens per session (3,228 once invoked), scanned A, original, MIT.

A multi-agent review process for an investment portfolio. It has separate analysts, bullish and bearish researchers, risk debaters, and a final judge who combines their findings.

In plain words
What is it for?
Use it for after-market portfolio reviews, planning for the next trading session, deciding whether to add to a position, or assessing the size of a new investment.
Why use it?
It organizes portfolio decisions into distinct viewpoints and checks conclusions against refreshed market data. It also identifies stale data and limits confidence when a price or data source is not current.

Skill for Claude CodeCodex

Which agent this was written for is unclear — built for openclaw. Also seen: built for openclaw.

Good fit Use it for after-market portfolio reviews, planning for the next trading session, deciding whether to add to a position, or assessing the size of a new investment.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/kcnyu/clawock/portfolio-swarm-review
Install

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.

Any agent
npx skills add KCNyu/clawock --skill portfolio-swarm-review
Clone the repo
git clone --depth 1 https://github.com/KCNyu/clawock

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for portfolio-swarm-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/kcnyu/clawock/portfolio-swarm-review/github.svg)](https://agentmods.dev/skills/kcnyu/clawock/portfolio-swarm-review)
Your own site
<a href="https://agentmods.dev/skills/kcnyu/clawock/portfolio-swarm-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/portfolio-swarm-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.

agentmods 80×15 button for portfolio-swarm-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/kcnyu/clawock/portfolio-swarm-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/portfolio-swarm-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 90 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,228 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00090 $0.03228
Opus 5 $0.00045 $0.01614
Sonnet 5 $0.00018 $0.00646
Haiku 4.5 $0.00009 $0.00323

Measured 12d ago against content hash 0360641e01c1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

portfolio-swarm-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 12d 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.

skills/portfolio-swarm-review/SKILL.md · 212 lines

How it starts

The opening of the file, as written. The whole thing — 212 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Swarm Review

Multi-agent portfolio review. Structure mirrors the TauricResearch/TradingAgents design — analysts (Tier 1) → researchers (Tier 2) → risk debators + judge (Tier 3). Each tier is distinct in the output; the Judge synthesizes. (The reference repo is no longer cloned locally; the structure is recorded here.)

Required reads

In this order:

  1. /root/.openclaw/workspace/MEMORY.md
  2. /root/.openclaw/workspace/portfolio.json
  3. /root/.openclaw/workspace/INVESTMENT_SOP.md
  4. /root/.openclaw/workspace/TOOLS.md for data chain detail
  5. ../daily-deep-brief/references/technical-playbooks.md before any add / average-down synthesis

Active vs exited comes from portfolio.json alone (shares > 0 / == 0); the hand-maintained summary that used to be step 3 drifted 3.5 months and was deleted (#1067).

Fresh data rule

Refresh quotes before producing conclusions:

/root/.local/bin/clawock analyze-us    # US 7-route fallback
/root/.local/bin/clawock analyze-hk    # HK Tencent + Eastmoney full-batch cross-check/fallback → stooq → yfinance

If a leg is stale, name the exact ticker and limit confidence on conclusions involving it. 00100 only has Tencent — flag explicitly if that leg fails. KR linkage: 07709/07747 are exited, but SKHY (SK Hynix ADR) can be held — check portfolio.json rather than assuming the whole chain is dead.

Holdings bucketing — read each run, do not hardcode

Pull live set from portfolio.json (shares > 0). Stable bucket structure; contents drift:

  • US growth / single-name beta — active US non-leveraged growth names
  • US leverage ETF — anything is_leveraged_etf: true
  • US theme / special situation — catalyst-driven names
  • HK lower-beta core — index/sector ETFs (e.g. 03032, 03033)
  • HK single-name — individual equities (e.g. 00100 AI, 02208 wind)
  • HK leverage ETF — 2x/3x recipes (e.g. 07226)

Regime detection (run first)

Before any role analysis, classify current regime — this calibrates everything downstream:

Read the full file on GitHub · 212 lines

Changes

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.

  1. 12d ago First seen · 212 lines · 90 tokens per session scan A 0360641e01c1

Subscribe to this mod's changes

portfolio-swarm-review is a skill published in the GitHub repository KCNyu/clawock (14 stars, last pushed today), licensed MIT. It adds 90 tokens to every session and 3,228 once invoked, about $0.0005 per session on Opus 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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