portfolio-swarm-review SKILL.md skillA

portfolio-swarm-review from kcnyu/clawock is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add kcnyu/clawock/portfolio-swarm-review@git:20261017.a7e5cbc

Pins git:20261017.a7e5cbc in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
kcnyu/clawock
Path
skills/portfolio-swarm-review/SKILL.md
Versions recorded
11
Latest version
git:20261017.a7e5cbc, committed Oct 17, 2026
First version recorded
Jul 26, 2026
Size
14,788 bytes
Repository stars
23
License
MIT

Multi-agent swarm review of kcn's current holdings. Inspired by TauricResearch/TradingAgents framework already in workspace — three-tier analysis (analysts → bull/bear debate → risk debate + judge) with confidence scoring. Use for post-close reviews, holiday/next-session planning, pre-add sizing decisions, and any moment where a single-pass review is not enough. For lighter single-shot work, use portfolio-risk-review.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# 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:

```bash
/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
```
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add kcnyu/clawock/portfolio-swarm-review@sha256:a9d0ecbc2103b986

The line at the top of this page pins the label git:20261017.a7e5cbc, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_ozecjeftbiwbijma.svg)](https://markdownregistry.com/a/art_ozecjeftbiwbijma)

4 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 11 versions of this file, between Jul 26, 2026 and Oct 17, 2026, about one every 8 days.

versioncommittedcommitsizeaudit
git:20261017.a7e5cbc latest2026-10-17 a7e5cbc 14,788 BA view · diff
git:20261016.aa6e5862026-10-16 aa6e586 14,619 BA view · diff
git:20261015.fd162a72026-10-15 fd162a7 14,612 BA view · diff
git:20261010.bbf480d2026-10-10 bbf480d 13,857 BA view · diff
git:20261009.b92e80e2026-10-09 b92e80e 13,626 BA view · diff
git:20261009.78380a32026-10-09 78380a3 13,356 BA view · diff
git:20260826.3f125952026-08-26 3f12595 13,514 BA view · diff
git:20260812.14356442026-08-12 1435644 13,435 BA view · diff
git:20260809.0289acf2026-08-09 0289acf 12,893 BA view · diff
git:20260727.101e1082026-07-27 101e108 12,957 BA view · diff
git:20260726.0b8f36c2026-07-26 0b8f36c 12,673 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (14788 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

kcnyu/clawock · 23 stars · license MIT · pushed 2026-11-09 · branch master

API

GET https://markdownregistry.com/api/v1/artifacts/art_ozecjeftbiwbijma
GET https://markdownregistry.com/api/v1/resolve?ref=kcnyu/clawock/portfolio-swarm-review
GET https://markdownregistry.com/api/v1/blob/a9d0ecbc2103b986bcb633db5faf3fd39e3cff225a5dbde4fc0d2023d0ed72b1

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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