clawdfolio

name	clawdfolio
version	2.3.0
description	Quantitative portfolio toolkit — multi-broker aggregation (Longport, Moomoo/Futu), institutional risk analytics (Sharpe, Sortino, VaR, CVaR, Beta, RSI), options strategy lifecycle, 20+ finance workflows, and CSV/JSON export. Use when the user asks about portfolio analysis, risk metrics, stock quotes, DCA strategy, earnings, options, or financial data export.
author	YICHENG YANG
license	MIT
argument-hint	<command> [options]
allowed-tools	Bash(clawdfolio *), Bash(pip install clawdfolio*), Bash(python -c *clawdfolio*), Bash(python -m clawdfolio*), Read, Glob, Grep, Edit, Write
keywords	["quantitative-finance","portfolio-analytics","risk-management","options-trading","finance","dca"]
dependencies	["pandas>=2.0.0","numpy>=1.24.0","yfinance>=0.2.30","pyyaml>=6.0","rich>=13.0.0"]
optional_dependencies	{"longport":["longport>=1.0.0"],"futu":["futu-api>=7.0.0"],"all":["longport>=1.0.0","futu-api>=7.0.0"]}

Clawdfolio

Quantitative portfolio toolkit for professional investors. Multi-broker aggregation (Longport, Moomoo/Futu, demo), institutional risk analytics, options strategy lifecycle management, 20+ automated finance workflows, and CSV/JSON data export.

PyPI: pip install clawdfolio · Repo: https://github.com/YichengYang-Ethan/clawdfolio · Python >= 3.10 (tested 3.10–3.13)

See API.md for the full Python API reference and CONFIG.md for configuration, environment variables, broker setup, and monitor details.

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CLI Commands

All commands support --broker {longport,futu,demo,all}, --output {console,json}, and --config PATH.

Portfolio

clawdfolio summary              # Portfolio overview (default command)
clawdfolio summary --top 20     # Show top 20 holdings
clawdfolio quotes AAPL MSFT     # Real-time quotes
clawdfolio alerts               # Price/RSI/PnL/concentration alerts
clawdfolio alerts --severity critical

Risk Analysis

clawdfolio risk                 # Volatility, Beta, Sharpe, Sortino, VaR, CVaR, drawdown
clawdfolio risk --detailed      # + RSI extremes, concentration, sector exposure, portfolio RSI

Risk metrics computed:

• Volatility: 20d, 60d, annualized
• Beta: vs SPY, vs QQQ
• Sharpe Ratio: annualized, excess return / total volatility
• Sortino Ratio: annualized, excess return / downside volatility only
• VaR: 95% and 99% (historical), absolute and percentage
• CVaR / Expected Shortfall: 95% and 99% — tail risk beyond VaR
• Max Drawdown: historical and current
• HHI: Herfindahl-Hirschman concentration index
• RSI: portfolio-level 14-day RSI
• Correlation: high-correlation pair detection (>= 0.8)

Earnings

clawdfolio earnings             # Upcoming earnings (default 14 days)
clawdfolio earnings --days 30   # 30-day lookahead

DCA (Dollar-Cost Averaging)

clawdfolio dca                  # DCA signals for portfolio (rebalance + dip detection)
clawdfolio dca AAPL --months 12 --amount 1000   # Historical DCA backtest

Signal types: REGULAR (scheduled), DIP (price drop from recent high), REBALANCE (weight deviation from target).

Export

clawdfolio export portfolio                  # CSV to stdout
clawdfolio export portfolio --format json    # JSON to stdout
clawdfolio export risk --file risk.csv       # Risk metrics to file
clawdfolio export alerts --format json --file alerts.json

Export targets: portfolio, risk, alerts. Formats: csv, json.

Options

clawdfolio options expiries TQQQ
clawdfolio options chain TQQQ --expiry 2026-03-21 --side calls --limit 10
clawdfolio options quote TQQQ --expiry 2026-03-21 --strike 80 --type C
clawdfolio options buyback          # Check buyback triggers from config
clawdfolio options buyback --strict # Exit code 1 if no targets triggered

Finance Workflows

20 bundled workflows across 7 categories. Validated setup sequence:

1. Verify broker connectivity: clawdfolio summary --broker demo (should show 10 demo positions)
2. Init workspace: clawdfolio finance init then verify with ls ~/.clawdfolio/finance
3. List available workflows: clawdfolio finance list
4. Run a workflow: clawdfolio finance run portfolio_daily_brief_tg
5. Check output: add --output json for machine-readable results; on error, retry with --broker demo to isolate broker vs. workflow issues

clawdfolio finance list --category alerts_monitors  # Filter by category
clawdfolio finance run dca_proposal_tg -- --budget 5000  # Pass extra args

Categories: portfolio_reports, briefing_cards, alerts_monitors, market_intel, broker_snapshots, strategy, security.

Key workflows:

ID	Description
portfolio_report	Daily portfolio report with performance, risk, holdings
portfolio_daily_brief_tg	Telegram-friendly daily brief card
portfolio_alert_monitor	Deduplicated RSI/PnL/concentration/move alerts
option_buyback_monitor	Stateful option buyback trigger monitor
earnings_calendar	Upcoming earnings for current holdings
dca_proposal_tg	Budget-constrained DCA proposal card
account_report	Combined Longport + moomoo snapshot

Workspace: ~/.clawdfolio/finance (configurable with --workspace).

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Installation

pip install clawdfolio               # Core (yfinance + demo broker)
pip install clawdfolio[longport]     # + Longport broker
pip install clawdfolio[futu]         # + Moomoo/Futu broker
pip install clawdfolio[all]          # All brokers
pip install clawdfolio[dev]          # + pytest, mypy, ruff (development)

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Python API

Key imports for programmatic use:

from clawdfolio import Symbol, Position, Quote, Portfolio, RiskMetrics, Alert
from clawdfolio.brokers import get_broker
from clawdfolio.analysis.risk import analyze_risk
from clawdfolio.analysis.technical import calculate_rsi, calculate_macd
from clawdfolio.market import get_price, get_history, is_market_open
from clawdfolio.strategies.dca import DCAStrategy, calculate_dca_performance
from clawdfolio.output import export_portfolio_csv, export_risk_json

See API.md for the full API reference with usage examples.

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Configuration

Search order: --config flag > CLAWDFOLIO_CONFIG env var > ./config.yaml > ~/.config/clawdfolio/config.yaml. Supports YAML and JSON.

Brokers supported: Longport (env vars), Moomoo/Futu (local OpenD), Demo (built-in), Aggregator (multi-broker merge).

See CONFIG.md for the full configuration reference, environment variables, broker setup, and monitor details.