Craft
LeoYeAI/openclaw-master-skills
Read and write Craft documents via the Craft Connect API. An agent skill from LeoYeAI/openclaw-master-skills.
A skill your agent uses when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection…
Apache-2.0Auto-check passed
Install Bank T188 Wealth Management Sip Advice Assistant
$ npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t188-wealth-management-sip-advice-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t188-wealth-management-sip-advice-assistant .claude/skills/bank-t188-wealth-management-sip-advice-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-t188-wealth-management-sip-advice-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistant into .claude/skills/bank-t188-wealth-management-sip-advice-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t188-wealth-management-sip-advice-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t188-wealth-management-sip-advice-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t188-wealth-management-sip-advice-assistant .agents/skills/bank-t188-wealth-management-sip-advice-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t188-wealth-management-sip-advice-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistant into .agents/skills/bank-t188-wealth-management-sip-advice-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t188-wealth-management-sip-advice-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t188-wealth-management-sip-advice-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t188-wealth-management-sip-advice-assistant .cursor/skills/bank-t188-wealth-management-sip-advice-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-t188-wealth-management-sip-advice-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistant into .cursor/skills/bank-t188-wealth-management-sip-advice-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t188-wealth-management-sip-advice-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-t188-wealth-management-sip-advice-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t188-wealth-management-sip-advice-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t188-wealth-management-sip-advice-assistant .gemini/skills/bank-t188-wealth-management-sip-advice-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-t188-wealth-management-sip-advice-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistant into .gemini/skills/bank-t188-wealth-management-sip-advice-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t188-wealth-management-sip-advice-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-t188-wealth-management-sip-advice-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t188-wealth-management-sip-advice-assistant .github/skills/bank-t188-wealth-management-sip-advice-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-t188-wealth-management-sip-advice-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistant into .github/skills/bank-t188-wealth-management-sip-advice-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t188-wealth-management-sip-advice-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t188-wealth-management-sip-advice-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t188-wealth-management-sip-advice-assistant .opencode/skills/bank-t188-wealth-management-sip-advice-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-t188-wealth-management-sip-advice-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t188-wealth-management-sip-advice-assistant into .opencode/skills/bank-t188-wealth-management-sip-advice-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t188-wealth-management-sip-advice-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
bank-t188-wealth-management-sip-advice-assistant- GitHub stars
- 255
- Token cost
- ~480 tokens
- SKILL.md length
- 78 words
- Files
- 7 (incl. scripts, references, assets)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
A skill your agent uses when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection…
- Works in 6 steps: 明确服务对象、目标（如教育金/养老/中长期增值）与资金用途 → 核实客户风险等级、期限、流动性要求、可承受回撤与现金流状况 → 读取产品池与限制条件（风险等级、期限、费用、渠道限制） → …
- Wealth advisors need to craft
- SKILL.md covers 适用范围, 何时使用, 何时不要使用 and 默认工作流, plus 8 more sections
- Runs Python scripts from its folder; calls python
What it does
Bank T188 Wealth Management Sip Advice Assistant is an agent skill from aifinlab/FinClaw. Use when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection, allocation logic, and compliant communication notes.
Its SKILL.md is about 480 tokens, which your agent loads only when the skill is triggered. The skill folder holds 9 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `references/input-schema.md` and `references/output-schema.md`).
The licence is Apache-2.0.
When your agent uses it
- Wealth advisors need to craft
- Compare systematic investment plan (SIP) advice in a bank wealth-management context
- Including target setting
- Product selection
Example prompts
- “/bank-t188-wealth-management-sip-advice-assistant”
Requirements
- Python 3
Workflow steps
6 steps, taken from the first numbered list in SKILL.md.
- 明确服务对象、目标（如教育金/养老/中长期增值）与资金用途
- 核实客户风险等级、期限、流动性要求、可承受回撤与现金流状况
- 读取产品池与限制条件（风险等级、期限、费用、渠道限制）
- 评估“定投金额 + 期限 + 频率”是否与目标匹配
- 形成主方案、备选方案与不建议方案，并说明原因
- 输出沟通要点、风险提示、需要客户确认的事项
What it can do on your machine
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 2 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Bank T188 Wealth Management Sip Advice Assistant loads about 480 tokens when it runs, and up to ~1.3k if it reads all its reference files. Until then it costs about 68 tokens; SKILL.md has 78 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 78 words, ~480 tokens.
Download SKILL.mdSave it as
.claude/skills/bank-t188-wealth-management-sip-advice-assistant/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.- name
- bank-t188-wealth-management-sip-advice-assistant
- description
- Use when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection, allocation logic, and compliant communication notes.
定投建议助手
本技能服务于银行财富管理中的“定投建议”场景，目标是把客户目标、风险承受能力、期限与流动性约束、产品池要素和市场环境，组织成可解释、可沟通、可合规落地的定投方案。适用于理财经理、财富顾问、私行团队在方案设计、主备方案比较、风险提示与后续跟进中使用。
适用范围
- 定投方案设计、主备方案比较、组合搭建与沟通材料准备
- 面向不同风险层级客户的定投策略拆解（稳健/平衡/进取）
- 需要输出“配置逻辑 + 风险提示 + 后续动作”的定投建议
何时使用
- 需要围绕客户目标与约束制定或优化定投计划时
- 需要将定投金额、期限、频率、产品选择与风险边界形成可解释建议时
- 需要输出可直接用于对客沟通与合规留痕的建议框架时
何时不要使用
- 客户风险等级、期限或流动性约束未确认却要求强推方案
- 用户要求规避适当性、合规披露或收益承诺
- 需要做正式投资建议/审批结论的场景（本技能仅提供建议框架）
默认工作流
- 明确服务对象、目标（如教育金/养老/中长期增值）与资金用途
- 核实客户风险等级、期限、流动性要求、可承受回撤与现金流状况
- 读取产品池与限制条件（风险等级、期限、费用、渠道限制）
- 评估“定投金额 + 期限 + 频率”是否与目标匹配
- 形成主方案、备选方案与不建议方案，并说明原因
- 输出沟通要点、风险提示、需要客户确认的事项
重点分析框架
- 目标匹配：目标金额/用途 与 定投期限/金额/频率 是否匹配
- 适当性：产品风险等级 ≤ 客户风险等级
- 期限匹配：产品最低持有期 ≤ 客户可接受期限
- 波动承受：产品波动水平 ≤ 客户可承受回撤
- 费用敏感：费用率过高会显著侵蚀长期收益
- 分散性：单一风格/行业过度集中需提示风险
输入要求
- 客户画像：风险等级、投资期限、流动性需求、回撤承受、资金用途
- 定投设定：月度金额、频率、起投时间、目标金额（可选）
- 产品池：产品名称、风险等级、资产类别、最低持有期、费用、标签
- 约束条件：禁投品类、渠道限制、合规或适当性要求
- 市场观点（可选）：阶段性风险提示、波动关注点
输出要求
- 主方案与备选方案（含产品/资产类别与定投比例）
- 匹配理由与不建议方案说明
- 风险提示、沟通要点、客户确认清单
- 需要补充或核验的关键信息
代码与文件
scripts/run_skill.py：运行定投建议生成器，输出 Markdown/JSONscripts/sip_plan_engine.py：定投方案评分、选品与内容生成逻辑
示例命令：
python scripts/run_skill.py --input assets/example-input.json --format markdown参考资料
references/input-schema.mdreferences/output-schema.mdreferences/sip-plan-checklist.md
风险与边界
- 不得承诺收益、保证回本或规避适当性要求
- 不得在缺少关键约束时给出确定性方案
- 不得把定投建议写成审批结论或收益承诺
- 仅在已披露信息范围内给出建议，缺失信息必须明确标注
信息不足时的处理
- 先列出已确认信息，再明确缺失字段与待补充资料
- 无法形成强结论时输出框架与优先核验清单
- 对依赖外部数据或人工核实的部分标注“待确认”
交付标准
- 结论可解释、可复核、可落地
- 输出区分已确认信息、待核验信息与经验判断
- 至少回答：现在怎么看、为什么这么看、下一步做什么
- 理财经理/财富顾问可直接用于沟通与后续动作推进
© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 6 other files (scripts, references, assets) in skills/bank-t188-wealth-management-sip-advice-assistant of aifinlab/FinClaw.
- SKILL.md
- assets/example-input.json
- references/input-schema.md
- references/output-schema.md
- references/sip-plan-checklist.md
- scripts/run_skill.py
- scripts/sip_plan_engine.py
Open the folder on GitHubat commit 9e62862
Compare with similar skills
Bank T188 Wealth Management Sip Advice Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank T188 Wealth Management Sip Advice Assistant this skillaifinlab/FinClaw | 255 | — | ~480 | Automated safety check: Pass | Apache-2.0 | |
| CraftLeoYeAI/openclaw-master-skills | 2.2k | — | ~4.3k | Automated safety check: Pass | MIT | |
| Advisor Modecursor/plugins | 11k | — | ~2.6k | Automated safety check: Notes | None | |
| Open Banking Iodavila7/claude-code-templates | 33k | — | ~472 | Automated safety check: Pass | MIT | |
| Craft Documentationonyx-dot-app/onyx | 32k | 1 repos | ~420 | Automated safety check: Pass | Custom licence | |
| Model Bank Metadatalobehub/lobehub | 83k | — | ~2k | Automated safety check: Pass | Custom licence |
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Questions about Bank T188 Wealth Management Sip Advice Assistant
What does Bank T188 Wealth Management Sip Advice Assistant do?
A skill your agent uses when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection…. Bank T188 Wealth Management Sip Advice Assistant is an agent skill from aifinlab/FinClaw. Use when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection, allocation logic, and compliant communication notes.
When should I use Bank T188 Wealth Management Sip Advice Assistant?
Bank T188 Wealth Management Sip Advice Assistant fits situations like: wealth advisors need to craft; compare systematic investment plan (SIP) advice in a bank wealth-management context; including target setting; product selection.
How do I install Bank T188 Wealth Management Sip Advice Assistant in Claude Code?
Run `npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a claude-code`. Or copy the skill folder (skills/bank-t188-wealth-management-sip-advice-assistant in aifinlab/FinClaw) into .claude/skills/bank-t188-wealth-management-sip-advice-assistant in your project. Claude Code loads it when a task matches its description.
How do I install Bank T188 Wealth Management Sip Advice Assistant in Codex?
Run `npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a codex`. Or copy the skill folder (skills/bank-t188-wealth-management-sip-advice-assistant in aifinlab/FinClaw) into .agents/skills/bank-t188-wealth-management-sip-advice-assistant in your project. Codex loads it when a task matches its description.
Can I use Bank T188 Wealth Management Sip Advice Assistant in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t188-wealth-management-sip-advice-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t188-wealth-management-sip-advice-assistant, .gemini/skills/bank-t188-wealth-management-sip-advice-assistant, .github/skills/bank-t188-wealth-management-sip-advice-assistant and .opencode/skills/bank-t188-wealth-management-sip-advice-assistant in your project.
What does Bank T188 Wealth Management Sip Advice Assistant need to run?
Going by SKILL.md and its folder, Bank T188 Wealth Management Sip Advice Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
Does Bank T188 Wealth Management Sip Advice Assistant access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Bank T188 Wealth Management Sip Advice Assistant safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Bank T188 Wealth Management Sip Advice Assistant use?
Bank T188 Wealth Management Sip Advice Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Bank T188 Wealth Management Sip Advice Assistant use?
About 480 tokens (SKILL.md is roughly 1.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 827 tokens, read only when the agent opens those files.
What are the alternatives to Bank T188 Wealth Management Sip Advice Assistant?
Skills that share tags, products or a category with Bank T188 Wealth Management Sip Advice Assistant: Craft (LeoYeAI/openclaw-master-skills, 2.2k stars), Advisor Mode (cursor/plugins, 11k stars), Open Banking Io (davila7/claude-code-templates, 33k stars) and Craft Documentation (onyx-dot-app/onyx, 32k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bank T188 Wealth Management Sip Advice Assistant?
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.