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监控 OpenClaw GitHub 版本更新，获取最新版本发布说明，翻译成中文， 并推送到 Telegram 和 Feishu。用于：(1) 定时检查版本更新 (2) 推送版本更新通知 (3) 生成中文版发布说明
The philosophical layer for AI agents. Maps behavior to Spinoza's 48 affects, calculates persistence scores, and generates geometric self-reports. Give your agent a soul.
Order food/drinks (点餐) on an Android device paired as an OpenClaw node. Uses in-app menu and cart; add goods, view cart, submit order (demo, no real payment).
| name | afrexai-investment-engine |
| description | Investment Analysis & Portfolio Management Engine |
Complete investment analysis, portfolio construction, risk management, and trade execution methodology. Works across stocks, crypto, ETFs, bonds, and alternatives. Zero dependencies — pure agent skill.
Before any investment activity, score your current state:
| Signal | ✅ Healthy | ❌ Fix First |
|---|---|---|
| Investment thesis documented | Written with edge + invalidation | "I think it'll go up" |
| Position sizing calculated | Kelly/fixed-fractional with max cap | "I'll put in $5K" |
| Stop-loss defined | Price or thesis invalidation trigger | No exit plan |
| Portfolio heat tracked | Total exposure known, <15% | Unknown aggregate risk |
| Asset correlation checked | No >40% correlated concentration | All tech / all crypto |
| Rebalance schedule set | Monthly or threshold-based | Never rebalanced |
| Tax impact considered | Harvesting losses, holding periods | Tax-blind trading |
| Performance tracked | Benchmarked vs buy-and-hold | "I think I'm up" |
Score /8. Below 5 = fix fundamentals before any new positions.
Every position starts with a thesis. No thesis = no trade.
thesis:
ticker:
| Edge Type | Description | Validation Method | Decay Rate |
|---|---|---|---|
| Mispricing | Market wrong on fundamentals | Comp analysis + model | Slow (months) |
| Catalyst | Known upcoming event | Calendar + probability | Fast (event-driven) |
| Trend | Momentum / technical | Price action + volume | Medium (weeks) |
| Mean Reversion | Extreme deviation from norm | Z-score + history | Medium |
| Structural | Market structure creates opportunity | Flow analysis | Slow |
valuation:
# Price Multiples
pe_ratio: null # Price / Earnings (TTM)
forward_pe: null # Price / Forward Earnings
peg_ratio: null # PE / Earnings Growth Rate
ps_ratio: null # Price / Sales
pb_ratio: null # Price / Book
ev_ebitda: null # Enterprise Value / EBITDA
ev_revenue: null # Enterprise Value / Revenue
fcf_yield: null # Free Cash Flow / Market Cap
# Compare to:
sector_median: null
historical_5y_avg: null
historical_range: [null, null] # [low, high]
# Verdict
valuation_score: null # 1-10 (1=very expensive, 10=very cheap)
relative_to_sector: null # premium | inline | discount
| Dimension | Metric | Healthy | Warning | Danger |
|---|---|---|---|---|
| Profitability | Gross Margin | >50% | 30-50% | <30% |
| Profitability | Net Margin | >15% | 5-15% | <5% |
| Profitability | ROE | >15% | 8-15% | <8% |
| Profitability | ROIC | >12% | 6-12% | <6% |
| Growth | Revenue YoY | >15% | 5-15% | <5% |
| Growth | EPS YoY | >10% | 0-10% | Declining |
| Growth | FCF Growth | >10% | 0-10% | Declining |
| Leverage | Debt/Equity | <0.5 | 0.5-1.5 | >1.5 |
| Leverage | Interest Coverage | >8x | 3-8x | <3x |
| Leverage | Net Debt/EBITDA | <2x | 2-4x | >4x |
| Liquidity | Current Ratio | >1.5 | 1-1.5 | <1 |
| Liquidity | Quick Ratio | >1.0 | 0.5-1 | <0.5 |
| Efficiency | Asset Turnover | >0.8 | 0.4-0.8 | <0.4 |
| Efficiency | Inventory Days | <60 | 60-120 | >120 |
| Quality | FCF/Net Income | >80% | 50-80% | <50% |
| Quality | Accruals Ratio | <5% | 5-10% | >10% |
Score each dimension 1-3. Total /48. Above 36 = strong. Below 24 = avoid.
| Moat Source | Score 0-5 | Evidence Required |
|---|---|---|
| Network Effects | Users increase value for other users | |
| Switching Costs | Painful to leave (data lock-in, integrations) | |
| Cost Advantages | Structural cost below competitors | |
| Intangible Assets | Brand, patents, regulatory licenses | |
| Efficient Scale | Market only supports limited competitors |
Score /25. Above 15 = wide moat. 8-15 = narrow. Below 8 = no moat.
crypto_analysis:
# Network Fundamentals
network:
daily_active_addresses: null
transaction_volume_24h: null
hash_rate_trend: null # BTC/PoW
staking_ratio: null # PoS chains
developer_activity: null # GitHub commits 90d
tvl: null # DeFi protocols
tvl_trend_30d: null
# Tokenomics
tokenomics:
supply_schedule: null # inflationary | deflationary | fixed
circulating_vs_total: null # % circulating
unlock_schedule: null # upcoming unlocks
concentration: null # top 10 holders %
# On-Chain Signals
on_chain:
exchange_reserves_trend: null # decreasing = bullish
whale_accumulation: null # large wallet changes
realized_profit_loss: null # NUPL
mvrv_ratio: null # Market Value / Realized Value
# Market Structure
market:
funding_rate: null # perpetuals funding
open_interest_trend: null
spot_vs_derivatives_volume: null
correlation_to_btc: null
correlation_to_sp500: null
| Method | Best For | Formula |
|---|---|---|
| Stock-to-Flow | BTC | Price = 0.4 × S2F^3 (check vs actual) |
| NVT Ratio | L1 chains | Network Value / Daily Transaction Value |
| TVL Ratio | DeFi | Market Cap / TVL (below 1 = undervalued) |
| Fee Revenue Multiple | Revenue-generating | MC / Annualized Fees |
| Metcalfe's Law | Network tokens | Value ∝ n² (active addresses) |
technical_analysis:
ticker: "BTC-USD"
timeframe: "daily"
date: "2026-02-22"
# TREND
trend:
primary: "uptrend" # uptrend | downtrend | range
higher_highs: true
higher_lows: true
above_200ma: true
above_50ma: true
ma_alignment: "bullish" # 20 > 50 > 200 = bullish
# KEY LEVELS
levels:
resistance: [105000, 110000, 120000]
support: [95000, 88000, 80000]
current_price: 98500
distance_to_resistance: "+6.6%"
distance_to_support: "-3.6%"
# MOMENTUM
momentum:
rsi_14: 58 # <30 oversold, >70 overbought
rsi_divergence: null # bullish_div | bearish_div | none
macd_signal: "bullish" # bullish | bearish | neutral
macd_histogram_trend: "increasing"
# VOLUME
volume:
vs_20d_avg: "+15%"
trend: "increasing_on_up_days" # confirms trend
# PATTERN
pattern:
current: "ascending_triangle"
reliability: "high"
target: 112000
invalidation: 93000
| Factor | Bullish (+) | Neutral (0) | Bearish (-) |
|---|---|---|---|
| Trend (weight 3x) | Above 200MA, higher highs | Ranging | Below 200MA, lower lows |
| Momentum (weight 2x) | RSI 40-60 rising, MACD bull cross | RSI 45-55 flat | RSI >75 or bearish div |
| Volume (weight 2x) | Rising on up moves | Average | Rising on down moves |
| Support/Resistance (weight 1x) | Near strong support | Mid-range | Near strong resistance |
| Pattern (weight 1x) | Bullish continuation | No pattern | Bearish reversal |
Score -9 to +9. Above +5 = strong buy signal. Below -5 = strong sell signal.
risk_rules:
# Per-Trade Risk
max_risk_per_trade: 2% # of total equity
max_risk_aggressive: 3% # only with 5/5 conviction
# Portfolio Heat
max_portfolio_heat: 15% # total risk across all positions
max_correlated_exposure: 25% # in correlated assets
max_single_position: 10% # of total equity
# Position Size Formula
# Position Size = (Account × Risk%) / (Entry - Stop Loss)
# Example: ($100K × 2%) / ($190 - $175) = $2,000 / $15 = 133 shares
# Kelly Criterion (optional, aggressive)
# f* = (bp - q) / b
# b = win/loss ratio, p = win probability, q = 1-p
# ALWAYS use Half-Kelly or Quarter-Kelly (full Kelly = too aggressive)
Account Equity: $___________
Risk Per Trade: ___% (max 2%)
Dollar Risk: $___________ (equity × risk%)
Entry Price: $___________
Stop Loss Price: $___________
Risk Per Share: $___________ (entry - stop)
Position Size: ___________ shares (dollar risk / risk per share)
Position Value: $___________ (shares × entry)
Portfolio Weight: ___% (position value / equity)
CHECK: Portfolio weight < 10%? ☐ Yes ☐ No (reduce if no)
CHECK: Portfolio heat < 15%? ☐ Yes ☐ No (reduce if no)
CHECK: Correlated exposure ok? ☐ Yes ☐ No (reduce if no)
Is this a TREND trade?
├── YES → Trailing stop below swing low (ATR-based: 2× ATR)
│ Initial stop: Below last higher low
│ Trail: Move stop to below each new higher low
│
└── NO → Is this a CATALYST trade?
├── YES → Time-based + price stop
│ Price: Below pre-catalyst support
│ Time: Close if no move within 2 days post-catalyst
│
└── Is this a VALUE trade?
├── YES → Thesis invalidation stop
│ Price: Below bear case scenario price
│ Thesis: Close if fundamental thesis breaks
│ Time: Close if no re-rating in stated timeframe
│
└── MEAN REVERSION → Tight stop
Price: If moves further from mean (wider Z-score)
Target: Mean / fair value level
portfolio:
name: "Growth + Income"
target_allocation:
# Core (60-70% — low turnover)
core:
us_large_cap: 25% # S&P 500 / quality growth
international: 10% # Developed markets
fixed_income: 15% # Bonds / treasuries
bitcoin: 10% # Digital gold thesis
real_estate: 5% # REITs
# Satellite (20-30% — active management)
satellite:
growth_stocks: 15% # Individual stock picks
crypto_alts: 5% # L1s, DeFi
thematic: 5% # AI, clean energy, etc.
# Cash (5-15%)
cash: 10% # Dry powder for opportunities
# Rebalance Rules
rebalance:
method: "threshold" # calendar | threshold | hybrid
threshold: 5% # Rebalance when drift >5% from target
calendar_check: "monthly" # Review allocations monthly
tax_aware: true # Use new contributions to rebalance first
| Profile | Stocks | Bonds | Crypto | Alts | Cash | Expected Return | Max Drawdown |
|---|---|---|---|---|---|---|---|
| Conservative | 30% | 40% | 5% | 10% | 15% | 6-8% | -15% |
| Balanced | 50% | 20% | 10% | 10% | 10% | 8-12% | -25% |
| Growth | 60% | 10% | 15% | 10% | 5% | 12-18% | -35% |
| Aggressive | 50% | 0% | 30% | 15% | 5% | 15-25% | -50% |
| Degen | 20% | 0% | 50% | 25% | 5% | 20-40%+ | -70%+ |
Track correlations between holdings. Target: no two positions with >0.7 correlation exceeding 20% combined weight.
SPY BTC ETH AAPL MSFT GLD TLT
SPY 1.00
BTC 0.35 1.00
ETH 0.30 0.85 1.00
AAPL 0.82 0.25 0.20 1.00
MSFT 0.85 0.28 0.22 0.78 1.00
GLD -0.10 -0.05 -0.08 -0.12 -0.10 1.00
TLT -0.35 -0.15 -0.12 -0.30 -0.32 0.40 1.00
trade:
id: "T-2026-042"
date_opened: "2026-02-22"
date_closed: null
# WHAT
ticker: "BTC-USD"
direction: "long"
asset_class: "crypto"
# SIZING
entry_price: 98500
position_size: 0.15 # BTC
position_value: 14775
portfolio_weight: "8.2%"
# RISK
stop_loss: 93000
risk_amount: 825 # (98500-93000) × 0.15
risk_percent: "0.82%" # of portfolio
# TARGETS
target_1: 105000 # 50% of position
target_2: 115000 # 30% of position
target_3: 130000 # 20% of position (runner)
risk_reward: "1:3.8" # avg target vs risk
# THESIS
thesis: "BTC consolidating above 200MA, halving supply reduction, ETF inflows accelerating"
edge_type: "trend + structural"
conviction: 4
# EXECUTION
entry_type: "limit" # market | limit | scaled
scale_plan: null # or: [{"price": 97000, "size": "50%"}, {"price": 95000, "size": "50%"}]
# RESULT (fill on close)
exit_price: null
exit_reason: null # target_hit | stop_hit | thesis_invalidated | time_stop | manual
pnl_dollar: null
pnl_percent: null
r_multiple: null # PnL / initial risk
# REVIEW
followed_plan: null # yes | partially | no
lessons: null
mistakes: null
grade: null # A-F
| Situation | Order Type | Why |
|---|---|---|
| Strong conviction, want in now | Market | Speed over price |
| Good setup, not urgent | Limit at support | Better entry |
| High-conviction, want scale in | Scaled limits (3 levels) | Average entry, reduce timing risk |
| Breakout trade | Stop-limit above resistance | Only enter if breakout confirms |
| Catalyst trade | Limit pre-catalyst | Position before event |
daily_dashboard:
date: "2026-02-22"
# PORTFOLIO SNAPSHOT
portfolio:
total_equity: null
daily_pnl: null
daily_pnl_percent: null
weekly_pnl: null
monthly_pnl: null
ytd_pnl: null
# POSITIONS
open_positions: 0
portfolio_heat: "0%" # sum of all position risks
cash_percent: "100%"
# BENCHMARK
benchmark:
sp500_ytd: null
btc_ytd: null
portfolio_vs_sp500: null
portfolio_vs_btc: null
# ACTIVITY
trades_today: 0
alerts_triggered: []
| Metric | Formula | Target |
|---|---|---|
| Win Rate | Winning trades / Total trades | >50% |
| Average R | Average R-multiple of all trades | >1.5R |
| Profit Factor | Gross profit / Gross loss | >2.0 |
| Expectancy | (Win% × Avg Win) - (Loss% × Avg Loss) | Positive |
| Max Drawdown | Peak to trough decline | <-15% |
| Sharpe Ratio | (Return - RFR) / Std Dev | >1.5 |
| Sortino Ratio | (Return - RFR) / Downside Dev | >2.0 |
| Calmar Ratio | Annual Return / Max Drawdown | >1.0 |
| Recovery Factor | Net Profit / Max Drawdown | >3.0 |
monthly_review:
month: "2026-02"
# PERFORMANCE
portfolio_return: null
benchmark_return: null # vs S&P 500
alpha: null # portfolio - benchmark
# TRADING STATS
total_trades: 0
winning_trades: 0
losing_trades: 0
win_rate: null
average_winner: null
average_loser: null
largest_winner: null
largest_loser: null
profit_factor: null
# RISK STATS
max_drawdown: null
avg_portfolio_heat: null
risk_rule_violations: 0
# BEHAVIOR ANALYSIS
followed_plan_rate: null # % of trades that followed the plan
emotional_trades: 0 # trades driven by FOMO/revenge/boredom
early_exits: 0 # cut winners short
late_exits: 0 # held losers too long
# TOP 3 LESSONS
lessons:
- null
- null
- null
# ADJUSTMENTS FOR NEXT MONTH
adjustments:
- null
| Regime | Characteristics | Strategy | Position Size |
|---|---|---|---|
| Bull Trend | Rising 200MA, breadth >60%, VIX <20 | Trend following, buy dips | Full size |
| Bear Trend | Falling 200MA, breadth <40%, VIX >30 | Short / inverse, raise cash | Half size |
| Range/Chop | Flat 200MA, breadth 40-60% | Mean reversion, sell premium | Quarter size |
| High Vol | VIX >35, large daily swings | Reduce exposure, hedge | Minimum size |
| Euphoria | VIX <12, extreme bullish sentiment | Take profits, hedge | Scale down |
| Panic | VIX >50, capitulation signals | Accumulate quality | Scale in slowly |
| Indicator | Extreme Fear (Buy) | Neutral | Extreme Greed (Sell) |
|---|---|---|---|
| CNN Fear & Greed | <20 | 40-60 | >80 |
| AAII Bull-Bear | >-30% spread | ±10% | >+30% spread |
| Put/Call Ratio | >1.2 | 0.7-0.9 | <0.5 |
| VIX Term Structure | Backwardation | Flat | Steep contango |
| Crypto Fear & Greed | <15 | 40-60 | >85 |
| BTC Funding Rates | Deeply negative | Neutral | >0.05% |
| Factor | Weight | Scoring |
|---|---|---|
| Yield vs Sector | 15 | At/above median = 15, below = proportional |
| Payout Ratio | 20 | <50% = 20, 50-75% = 15, 75-100% = 5, >100% = 0 |
| Growth Rate (5Y CAGR) | 20 | >10% = 20, 5-10% = 15, 0-5% = 10, declining = 0 |
| Consecutive Years | 15 | >25y = 15 (Aristocrat), 10-25 = 10, 5-10 = 5, <5 = 0 |
| FCF Coverage | 15 | FCF/Div >1.5 = 15, 1-1.5 = 10, <1 = 0 |
| Debt/EBITDA | 15 | <2 = 15, 2-4 = 10, >4 = 5 |
Score /100. Above 75 = excellent income pick. Below 40 = dividend at risk.
| Holding Period | Tax Rate (US) | Strategy |
|---|---|---|
| <1 year | Ordinary income (up to 37%) | Only for high-conviction short-term trades |
| >1 year | Long-term CG (0/15/20%) | Default for all positions when possible |
| >5 years (QOZ) | Reduced + deferred | Qualified Opportunity Zone investments |
| Account Type | Best For | Why |
|---|---|---|
| Taxable | Long-term holds, tax-loss harvesting | Capital gains treatment |
| Traditional IRA/401k | Bonds, REITs, high-dividend | Defer high-tax income |
| Roth IRA | Highest growth potential | Tax-free growth |
| HSA | Aggressive growth | Triple tax advantage |
Value Screen:
Growth Screen:
Dividend Screen:
Crypto Screen:
| Source | URL | Best For |
|---|---|---|
| Yahoo Finance | finance.yahoo.com | Fundamentals, quotes |
| Finviz | finviz.com | Screening, heatmaps |
| Macrotrends | macrotrends.net | Historical financials |
| CoinGecko | coingecko.com | Crypto data |
| DeFiLlama | defillama.com | DeFi TVL, yields |
| FRED | fred.stlouisfed.org | Macro data |
| TradingView | tradingview.com | Charts, technicals |
| SEC EDGAR | sec.gov/edgar | Filings, insider trades |
| Glassnode | glassnode.com | On-chain data |
| Fear & Greed | alternative.me | Crypto sentiment |
| Strategy | When | Risk | Reward |
|---|---|---|---|
| Protective Put | Own stock, want downside protection | Premium paid | Unlimited upside, limited downside |
| Covered Call | Own stock, willing to cap upside | Capped gains | Premium income |
| Cash-Secured Put | Want to buy at lower price | Must buy at strike | Premium + lower entry |
| Collar | Want protection, willing to cap upside | Capped both ways | Low/no cost protection |
dca_plan:
asset: "BTC"
frequency: "weekly" # daily | weekly | biweekly | monthly
amount: 250 # per purchase
day: "Monday" # specific day
duration: "indefinite" # or end date
# SMART DCA (optional — buy more when cheap)
smart_dca:
enabled: true
base_amount: 250
multiplier_rules:
- condition: "price < 200MA"
multiplier: 1.5 # buy 50% more
- condition: "RSI < 30"
multiplier: 2.0 # double buy
- condition: "price > 200MA × 1.5"
multiplier: 0.5 # buy less in euphoria
Is any allocation >5% from target?
├── NO → No action needed. Check again next month.
│
└── YES → Is it a tax-advantaged account?
├── YES → Rebalance by selling overweight, buying underweight
│
└── NO (taxable) → Can you rebalance with new contributions?
├── YES → Direct new money to underweight positions
│
└── NO → Are there tax losses to harvest?
├── YES → Sell losers (harvest), redirect to underweight
│
└── NO → Is the drift >10%?
├── YES → Rebalance (accept tax hit for risk control)
└── NO → Wait for next contribution or year-end
| Bias | Trap | Defense |
|---|---|---|
| Loss Aversion | Holding losers, cutting winners | Pre-set stops, mechanical exits |
| Confirmation Bias | Only seeing data that supports thesis | Actively seek disconfirming evidence |
| Recency Bias | Extrapolating recent performance | Look at full cycle data (10+ years) |
| Anchoring | Fixating on purchase price | Focus on current value vs alternatives |
| FOMO | Chasing after 50%+ move | Stick to your screener, your edge |
| Overconfidence | Too large positions after wins | Fixed position sizing rules |
| Disposition Effect | Selling winners too early | Trailing stops, let runners run |
| Herding | Buying because everyone is | Contrarian checkpoints |
| Sunk Cost | "I've held this long, can't sell now" | Would you buy this TODAY at this price? |
| Hindsight | "I knew it all along" | Review trade journal honestly |
| Dimension | Weight | Criteria |
|---|---|---|
| Thesis Quality | 20 | Clear edge, documented invalidation, realistic timeframe |
| Risk Management | 25 | Position sizing, stops, portfolio heat, correlation |
| Analysis Depth | 15 | Fundamental + technical + macro considered |
| Execution | 15 | Entry/exit discipline, order type selection, patience |
| Record Keeping | 10 | Trade journal, performance metrics, monthly reviews |
| Psychology | 10 | Emotional control, bias awareness, plan adherence |
| Tax Efficiency | 5 | Harvesting, account allocation, holding periods |
Score /100. Above 80 = professional-grade process. Below 50 = gambling.
| Command | Action |
|---|---|
| "Analyze [ticker]" | Full fundamental + technical analysis |
| "Compare [ticker1] vs [ticker2]" | Side-by-side comparison |
| "Build thesis for [ticker]" | Generate thesis brief template |
| "Size position for [ticker] at [price]" | Calculate position size with risk |
| "Portfolio health check" | Score current portfolio /8 |
| "Monthly review" | Generate performance review template |
| "Screen for [value/growth/dividend/crypto]" | Apply screening criteria |
| "What's the market regime?" | Assess current macro environment |
| "Tax harvest opportunities" | Identify positions for loss harvesting |
| "DCA plan for [asset]" | Generate dollar cost averaging plan |
| "Dividend score for [ticker]" | Run dividend quality analysis |
| "Risk report" | Portfolio heat, correlations, exposure summary |
Built by AfrexAI — turning market noise into signal. 🖤💛