🦞 ClawFin Agent

Professional Investment Research Agent for OpenClaw

ClawFin is a comprehensive investment research agent for OpenClaw that provides systematic company analysis across 10 critical dimensions. From competitive positioning to valuation analysis, ClawFin delivers professional-grade investment insights.

✨ Features

📊 Comprehensive Analysis Framework

• Competitive Positioning - Economic moat assessment, competitive advantages
• Technology & Innovation - R&D capabilities, patent analysis
• Market Position - Market share, competitive landscape
• Customer Analysis - Customer concentration, retention rates
• Growth Analysis - Historical performance, growth drivers, new opportunities
• Financial Performance - Profitability, margins, returns analysis
• International Exposure - Geographic breakdown, currency risks
• Ownership & Governance - Leadership assessment, governance quality
• Valuation Analysis - Multiple analysis, DCF, margin of safety
• Investment Recommendation - BUY/HOLD/SELL with thesis

🎯 Key Capabilities

• Automated web research for company information
• Financial metrics calculation and comparison
• Peer and historical valuation analysis
• Risk assessment and red flag detection
• Professional research report generation

📦 Installation

Prerequisites

• OpenClaw installed (version 2026.1.0 or later)
• Node.js 22 or higher
• WebSearch enabled in OpenClaw configuration

Install via npm

npm install -g clawfin-agent

The installer will automatically:

• Copy the skill to your OpenClaw skills directory
• Create a workspace directory for investment reports
• Set up the necessary file structure

Verify Installation

openclaw skills list

You should see clawfin-investment-research in the list.

🚀 Usage

Basic Commands

Ask your OpenClaw agent any of these questions:

"Analyze NVIDIA for investment"
"Research Apple's competitive advantages"
"Evaluate Tesla's investment potential"
"Create investment analysis for Microsoft"
"Is Google a good investment?"
"What's the PE ratio of Amazon?"

Advanced Usage

"Compare Apple vs Microsoft competitive positioning"
"Calculate the fair value of Berkshire Hathaway"
"Analyze the growth prospects of Meta"
"What are the key risks of investing in Coinbase?"

Report Generation

Investment research reports are automatically saved to:

~/.openclaw/workspace/investment-reports/

Each report includes:

• Executive summary with recommendation
• 10-dimension comprehensive analysis
• Financial metrics and valuation
• Investment thesis and key risks

📊 Analysis Framework

Investment Decision Criteria

BUY Criteria:

• Strong competitive moat (wide and widening)
• Capable management with aligned interests
• Growth runway of 5+ years
• ROIC > 15% and > WACC
• Trading at 20%+ discount to intrinsic value

HOLD Criteria:

• Fairly valued (±10% of intrinsic value)
• Maintaining competitive position
• Moderate growth prospects

SELL Criteria:

• Overvalued (>20% above intrinsic value)
• Moat deteriorating
• Fundamental business deterioration

Financial Metrics Tracked

| Metric | Description | Target | |--------|-------------|--------| | ROE | Return on Equity | >15% | | ROIC | Return on Invested Capital | >WACC | | P/E | Price to Earnings | vs historical & peers | | EV/EBITDA | Enterprise Value to EBITDA | vs industry | | P/B | Price to Book | <1.5 for value |

🔧 Configuration

WebSearch Setup

Ensure web search is enabled in OpenClaw:

openclaw config set web.search.enabled=true

Customize Reports

Edit the report template at:

~/.openclaw/skills/clawfin-investment-research/references/report-template.md

Analysis Framework

Review the detailed analysis framework:

~/.openclaw/skills/clawfin-investment-research/references/analysis-framework.md

🗂️ Project Structure

clawfin-agent/
├── skills/
│   └── clawfin-investment-research/
│       ├── SKILL.md              # Main skill definition
│       ├── references/
│       │   ├── analysis-framework.md
│       │   └── report-template.md
│       └── scripts/
│           └── investment-research.sh
├── lib/
│   ├── install.js               # Installation script
│   └── uninstall.js             # Uninstallation script
└── package.json

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• Built for OpenClaw
• Inspired by professional investment research methodologies
• Framework based on value investing principles

📞 Support

• Issues: GitHub Issues
• Documentation: Full Documentation

🔗 Links

• OpenClaw
• OpenClaw Documentation

Made with ❤️ for the OpenClaw community

Note: This tool is for informational purposes only and does not constitute financial advice. Always conduct your own due diligence and consult with financial advisors before making investment decisions.