Best use case
investage is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
價值投資每日追蹤系統 - 整合估值、技術分析、情緒分析,輸出綜合評分報告並發送 Email。適用於個人投資組合追蹤。
Teams using investage should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/investment-reports/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How investage Compares
| Feature / Agent | investage | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
價值投資每日追蹤系統 - 整合估值、技術分析、情緒分析,輸出綜合評分報告並發送 Email。適用於個人投資組合追蹤。
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Investage - 價值投資每日追蹤系統
> ⚠️ **注意**:此為公開模板版本。個人持股資料請見 `config.example.yaml`
## 功能
- **持股追蹤** - 追蹤你的投資組合每日變化
- **技術分析** - MA(30/100/200)、RSI、成交量、K線型態、乖離率
- **估值分析** - Yahoo Finance 分析師目標價
- **情緒分析** - Reddit 社區討論情緒
- **綜合評分** - 加權評分系統 (BUY/HOLD/WATCH/SELL)
- **每日報告** - HTML Email 自動發送
## 資料庫設定
```bash
# 建立 PostgreSQL 資料庫
createdb investage
# 連線
psql -d investage -U your_user
```
## 安裝
```bash
# 複製到你的 skills 目錄
cp -r investage ~/.openclaw/workspace/skills/
# 設定資料庫連線
export PGHOST=localhost
export PGDATABASE=investage
export PGUSER=your_user
```
## 資料表結構
```sql
-- 股票主檔
CREATE TABLE stocks (
ticker VARCHAR(10) PRIMARY KEY,
company_name VARCHAR(100),
sector VARCHAR(50),
currency VARCHAR(10) DEFAULT 'USD'
);
-- 持股記錄
CREATE TABLE holdings (
id SERIAL PRIMARY KEY,
ticker VARCHAR(10) REFERENCES stocks(ticker),
shares DECIMAL(15,4),
avg_cost DECIMAL(10,4),
purchase_date DATE DEFAULT CURRENT_DATE
);
-- 觀察清單
CREATE TABLE watchlist (
id SERIAL PRIMARY KEY,
ticker VARCHAR(10) UNIQUE NOT NULL,
added_date DATE DEFAULT CURRENT_DATE,
reason TEXT,
status VARCHAR(20) DEFAULT 'WATCHING'
);
```
## 使用方式
```bash
# 發送每日報告
python3 scripts/email_reporter.py
# 技術分析測試
python3 scripts/technical_analyzer.py NVDA
# 估值分析測試
python3 scripts/valuation_analyzer.py NVDA
```
## 評分權重
| 維度 | 權重 |
|------|------|
| 估值 | 30% |
| 趨勢 | 25% |
| 宏觀/情緒 | 20% |
| 技術信號 | 15% |
| 風險 | 10% |
## 評分等級
| 分數 | 建議 |
|------|------|
| ≥65 | 🟢 BUY (買入) |
| 50-64 | 🔵 HOLD (持有) |
| 40-49 | 🟡 WATCH (觀望) |
| <40 | 🔴 SELL (賣出) |
## Email 設定
使用 gog 發送:
```bash
# 確認 gog 已設定
gog auth list
# 發送報告
gog gmail send --to your@email.com --subject "Daily Report" --body-html report.html
```
## Cron Job 設定
```bash
# 每日早上 07:30 發送報告 (台灣時間)
30 7 * * 1-5 python3 /path/to/scripts/email_reporter.py
```
## 自訂欄位
在 `config.yaml` 設定你的:
- Email 收件者列表
- 追蹤標的
- 持股資料
## 技術棧
- Python 3
- yfinance (股價數據)
- psycopg2 (PostgreSQL)
- gog (Email 發送)
## 授權
MIT License
---
*此為開源模板,個人持股資料請自行設定於 config.yaml*Related Skills
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