Clawdfolio 🦙📊

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Production-grade quantitative portfolio toolkit — multi-broker aggregation, institutional risk analytics, options lifecycle management, and 20+ automated finance workflows.

Also available as a native Claude Code / Clawdbot skill.

Why Clawdfolio?

Features

• Multi-Broker Support — Longport (Longbridge), Moomoo/Futu, or demo mode
• Risk Analytics — Volatility, Beta, Sharpe Ratio, Value at Risk, Max Drawdown
• Technical Analysis — RSI, SMA, EMA, Bollinger Bands
• Concentration Analysis — HHI index, sector exposure, correlation warnings
• Smart Alerts — Price movements, RSI extremes, P&L thresholds
• Earnings Calendar — Track upcoming earnings for holdings
• DCA Analysis — Dollar-cost averaging signals
• Options Toolkit — Option quote/Greeks, option chain snapshot, buyback trigger monitor
• Options Strategy Playbook (v2.1) — Covered Call and Sell Put lifecycle management with delta/gamma/margin guardrails
• Finance Workflow Suite — 20 production workflows for reports, alerts, market intel, and broker snapshots

Quick Start

Installation

pip install clawdfolio                  # Core
pip install clawdfolio[longport]        # + Longport broker
pip install clawdfolio[futu]            # + Moomoo/Futu broker
pip install clawdfolio[all]             # All brokers

CLI Usage

clawdfolio summary                     # Portfolio overview
clawdfolio risk                        # Risk metrics (VaR, Sharpe, Beta, etc.)
clawdfolio quotes AAPL TSLA NVDA       # Real-time quotes
clawdfolio alerts                      # Check alerts
clawdfolio earnings                    # Upcoming earnings calendar
clawdfolio dca AAPL                    # DCA analysis

╔══════════════════════════════════════════════════════════╗
║                  Portfolio Summary                       ║
╠══════════════════════════════════════════════════════════╣
║  Net Assets:     $41,863.57    Day Change:   +$327.42   ║
║  Total P&L:      +$6,847.23   Return:       +19.55%    ║
║  Positions:      15            Brokers:      2          ║
╠══════════════════════════════════════════════════════════╣
║  Top Holdings                                            ║
║  TQQQ     $11,058.00   26.4%   +32.1%                  ║
║  NVDA      $5,280.00   12.6%   +45.2%                  ║
║  AAPL      $4,125.00    9.9%   +12.8%                  ║
║  MSFT      $3,840.00    9.2%   +15.6%                  ║
║  QQQ       $3,520.00    8.4%   +22.3%                  ║
╚══════════════════════════════════════════════════════════╝

Options Commands

clawdfolio options expiries TQQQ
clawdfolio options quote TQQQ --expiry 2026-06-18 --strike 60 --type C
clawdfolio options chain TQQQ --expiry 2026-06-18 --side both --limit 10
clawdfolio options buyback             # Trigger check from config

Python API

from clawdfolio.brokers import get_broker
from clawdfolio.analysis import analyze_risk

broker = get_broker("demo")  # or "longport", "futu"
broker.connect()

portfolio = broker.get_portfolio()
metrics = analyze_risk(portfolio)

print(f"Net Assets: ${portfolio.net_assets:,.2f}")
print(f"Sharpe Ratio: {metrics.sharpe_ratio:.2f}")
print(f"VaR 95%: ${metrics.var_95:,.2f}")

Risk Metrics

Options Toolkit

The built-in options module provides real-time Greeks inspection, chain analysis, and stateful buyback monitoring:

Strategy methodology is documented in the Options Strategy Playbook — covering Covered Call and Sell Put lifecycle management with delta-based strike selection, roll/assignment rules, and margin guardrails.

Configuration

Environment Variables

# Longport
export LONGPORT_APP_KEY=your_app_key
export LONGPORT_APP_SECRET=your_app_secret
export LONGPORT_ACCESS_TOKEN=your_access_token

# Moomoo: Run OpenD locally on port 11111

Config File (optional)

Create config.yaml:

brokers:
  longport:
    enabled: true
  futu:
    enabled: true
    extra:
      host: "127.0.0.1"
      port: 11111

alerts:
  pnl_trigger: 500.0
  rsi_high: 80
  rsi_low: 20

option_buyback:
  enabled: true
  symbol: "TQQQ"
  targets:
    - name: "cc-june"
      strike: 60
      expiry: "2026-06-18"
      type: "C"
      trigger_price: 1.60
      qty: 2
      reset_pct: 0.20

Supported Brokers

Claude Code & Clawdbot Integration

Clawdfolio works as a native skill in Claude Code and Clawdbot environments:

/clawdfolio summary
/clawdfolio risk
/clawdfolio quotes AAPL MSFT NVDA
/clawdfolio alerts
/clawdfolio options chain TQQQ --expiry 2026-06-18

The skill is registered via SKILL.md and supports all CLI commands through natural language interaction.

Finance Workflows

20 production workflows migrated from live trading infrastructure, organized by category:

clawdfolio finance list                # Browse all workflows by category
clawdfolio finance init                # Bootstrap ~/.clawdfolio/finance workspace
clawdfolio finance run <workflow_id>   # Execute a workflow

Ecosystem

Clawdfolio is the data hub of a quantitative finance toolkit. Other projects consume its output or share its analytical methodology.

         ┌──────────────────────────┐
         │   ML Research Layer      │
         │  crypto-prediction       │
         │  ESG-prediction          │
         └────────────┬─────────────┘
                      │ research informs alert thresholds
         ┌────────────▼─────────────┐
         │  clawdfolio (this repo)  │
         │  brokers · risk · alerts │
         │  clawdfolio summary -o json
         └────────────┬─────────────┘
                      │ JSON data feed
         ┌────────────▼─────────────┐
         │   Visualization Layer    │
         │  investment-dashboard    │
         │  QQQ-200D-Dashboard     │
         └──────────────────────────┘

Contributing

Contributions welcome! Please submit a Pull Request.

License

MIT License — see LICENSE

Links

• GitHub Repository
• Report Issues
• Options Strategy Playbook
• Claude Code