Results for “investment-report”

Monthly P&L, cashflow forecast, runway calculation, and top movers. Investor-ready Gamma deck plus Slack summary, archived to Notion. Runs monthly on a 1st-of-month cron schedule.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.

Requires python3, and AISA_API_KEY. Uses the supplied AISA_API_KEY to send requests to https://api.aisa.one. Native-first ClawHub plugin for `stock-analysis`. Ships the packaged AIsa skill with an `openclaw.plugin.json` manifest and a Claude-compatible bundle fallback. Analyze stocks and cryptocurrencies with 8-dimension scoring via AIsa API. Provides BUY/HOLD/SELL signals with confidence levels, entry/target/stop prices, and risk flags. Supports single or multi-ticker analysis with optional fast mode and JSON output. Use when the user asks to analyze a stock, check a ticker, or compare investments.

Manage investment portfolios with live P&L tracking via AIsa API. Create, add, update, remove positions, rename, and show portfolio summary with real-time profit/loss. Use when the user wants to track investments, manage a portfolio, check P&L, or add/remove holdings.