Open-Agentic-Investor Skill

Description

--- name: open-agentic-investor description: Comprehensive portfolio management, stock analysis, and notification skill for Trading212 users. metadata: version: 1.1.0 --- # Open-Agentic-Investor Skill ## 🚀 `/investor` — Main Entry Point **Triggers:** `/investor`, `/portfolio`, `/open_agentic_investor` When any of these commands arrive, immediately: 1. Run a live snapshot: ```bash cd /home/pacificDev/.openclaw/workspace/repositories/open-agentic-investor python -m scripts.snapshot ``` 2. Pull the latest data from SQLite and format a summary (see **Live Summary Format** below). 3. Send the summary + inline buttons via the `message` tool: ``` 📊 *Portfolio — <HH:MM CET>* 💰 Total: €X,XXX.XX | P&L: €±XXX (±X.XX%) 💵 Cash: €XXX | Invested: €X,XXX _Tap a button below:_ ``` **Buttons (2 rows):** ```json [ [ {"text": "📊 Full Report", "callback_data": "investor_report"}, {"text": "⚡ Live Summary", "callback_data": "investor_live"} ], [ {"text": "🔔 15m Alerts", "callback_data": "investor_freq_15"}, {"text": "🔕 Pause Alerts", "callback_data": "investor_freq_off"} ], [ {"text": "📈 Top Movers", "callback_data": "investor_movers"}, {"text": "🚦 BUY/SELL Signals","callback_data": "investor_signals"} ] ] ``` ### Callback Handlers | `callback_data` | Action | |----------------------|--------| | `investor_report` | Snapshot → export HTML → `send_report_file()` to Telegram | | `investor_live` | Snapshot → send full text summary (all positions, P&L, signals) | | `investor_movers` | Sort positions by `pnl_pct`, show top 3 gainers + top 3 losers | | `investor_signals` | Show all BUY/SELL recommendations from latest snapshot | | `investor_freq_15` | Reply: "✅ Alerts every 15 minutes" | | `investor_freq_off` | Reply: "🔕 Alerts paused" | --- ### Live Summary Format ``` 📊 *Portfolio Summary — 17:00 CET* 💰 Total: €3,380 | P&L: -€767 (-19.27%) 💵 Cash: €5 | Invested: €3,981 📈 *Top movers:* 🟢 EBAY +0.34% | 🔴 SOUN -16.35% | 🔴 TEAM -18.23% 🚦 *Signals:* 2 BUY · 0 SELL ``` --- ## Overview Full Trading212 portfolio management: live snapshots, P&L tracking, BUY/SELL signals, HTML reports, and Telegram alerts. **Repo:** `repositories/open-agentic-investor` **DB:** `~/Documents/Investments/portfolio.db` **Monitor:** `scripts/investor_monitor.py` (background, PID tracked in logs) ## Prerequisites - Python 3.8+ with venv activated - `.env` in repo root with `API_KEY`, `API_BASE_URL` - OpenClaw CLI for Telegram delivery (no separate bot token needed) ## Dashboard & Reports ### Data Directory All data files (SQLite, HTML exports) are stored at `~/Documents/Investments/` — **never in the repo**. ### Snapshot Only ```bash cd repositories/open-agentic-investor python -m scripts.snapshot ``` ### Export HTML Report ```bash python -m scripts.report_export ``` ### Start Web Dashboard ```bash python -m dashboard.app # Open http://localhost:5001 ``` ### SQLite Schema - `snapshots` — timestamp, total_value, cash, invested, pnl, pnl_pct - `positions` — ticker, quantity, current_price, market_value, pnl, pnl_pct - `recommendations` — ticker, action, reason, current_price ## Background Monitor The `investor_monitor.py` script runs continuously: - **Off-hours:** checks every 30 min - **Market hours (15:30–22:00 CET):** checks every 15 min - Alerts fire on: BUY/SELL signals, ±3% portfolio move, ±5% position move - Full summary sent every 30 min during market hours **Start monitor:** ```bash cd repositories/open-agentic-investor python scripts/investor_monitor.py >> logs/monitor.log 2>&1 & ``` **Check if running:** ```bash pgrep -fa investor_monitor tail -20 repositories/open-agentic-investor/logs/monitor.log ``` ## 🔍 Sub-Agent Health Check To ensure all sub-agents are working properly during your exam period: ### Monitor Status ```bash # Check if investor monitor is running pgrep -fa investor_monitor # Check recent snapshots sqlite3 ~/Documents/Investments/portfolio.db "SELECT timestamp FROM snapshots ORDER BY id DESC LIMIT 3" # Check for errors in logs tail -n 50 repositories/open-agentic-investor/logs/monitor.log ``` ### Automated Health Check Script ```bash #!/bin/bash # health_check.sh - Run from repositories/open-agentic-investor/ echo "=== Investor Health Check ===" # Check monitor status if pgrep -f investor_monitor > /dev/null; then echo "✅ Investor monitor: RUNNING" else echo "❌ Investor monitor: STOPPED - restarting..." python scripts/investor_monitor.py >> logs/monitor.log 2>&1 & fi # Check recent snapshot last_snap=$(sqlite3 ~/Documents/Investments/portfolio.db "SELECT timestamp FROM snapshots ORDER BY id DESC LIMIT 1") if [[ -n "$last_snap" ]]; then echo "✅ Last snapshot: $last_snap" else echo "❌ No snapshots found" fi # Check for errors error_count=$(grep -i "error\|exception" logs/monitor.log | wc -l) if [[ $error_count -gt 0 ]]; then echo "⚠️ Found $error_count potential errors in logs" else echo "✅ No errors detected in logs" fi echo "=== Health Check Complete ===" ``` ### Emergency Restart If the monitor stops during your exam period: ```bash # Kill any existing processes pkill -f investor_monitor # Restart with higher priority cd repositories/open-agentic-investor && nohup python scripts/investor_monitor.py >> logs/monitor.log 2>&1 & ``` ### Auto-Resume on System Restart Add to your crontab: ```bash # Restart investor monitor if not running (checks every 5 minutes) */5 * * * * pgrep -f investor_monitor || cd /home/pacificDev/.openclaw/workspace/repositories/open-agentic-investor && nohup python scripts/investor_monitor.py >> logs/monitor.log 2>&1 & ```

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