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:

   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):

[
  [
    {"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

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

cd repositories/open-agentic-investor
python -m scripts.snapshot

Export HTML Report

python -m scripts.report_export

Start Web Dashboard

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:

cd repositories/open-agentic-investor
python scripts/investor_monitor.py >> logs/monitor.log 2>&1 &

Check if running:

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

# 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

#!/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:

# 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:

# 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 &