OpenFinClaw — Your AI Fund Manager

An autonomous AI fund manager that researches, backtests, trades, and learns — so you don't have to.

---

OpenFinClaw is a finance-focused fork of OpenClaw (68K+ stars). While OpenClaw is a general-purpose personal AI assistant, OpenFinClaw transforms it into a proactive AI fund manager that autonomously discovers strategies, executes trades, and reports back to you on Telegram, WhatsApp, or any channel you use.

73% of AI trading bots fail within 6 months. The core reason isn't bad algorithms — it's broken trust. OpenFinClaw solves this by making every AI decision transparent, explainable, and auditable.

How It Works

You (Telegram / Web)
  "What's my portfolio doing?"
        │
        ▼
┌─────────────────────────────────────┐
│   OpenClaw — AI Fund Manager (CEO)  │
│   • Strategy lifecycle L0→L3        │
│   • Heartbeat monitoring            │
│   • Decision push (Telegram/Web)    │
│   • User Q&A ("How's NVDA doing?")  │
│   • Approval gateway (paper→live)   │
└─────────┬───────────┬───────────────┘
          │           │
    ┌─────┴───┐ ┌─────┴──────────┐
    │DeepAgent│ │  Rust Engine    │
    │Research │ │  Execution      │
    │54 skills│ │  Backtest/Paper │
    │6 experts│ │  Live Trading   │
    │Memory   │ │  FEP Packages   │
    └─────────┘ └────────────────┘

Layer	Role	Analogy
OpenClaw	Fund Manager	CEO — decisions, management, reporting, approvals
DeepAgent	Expert Research Team	Research Dept — analysis, strategy design, knowledge
Rust Engine	Trading Engine	Trading Desk — backtest, paper, live execution

Key Features

Autonomous Alpha Discovery

The AI doesn't wait for your instructions. It scans global markets 24/7, discovers trading signals, generates strategies, backtests them, and promotes the winners — all autonomously.

Market scan → Strategy generation → Backtest → Paper trading → Approval → Live
     L0            L0                  L1           L2            L3        L3

Multi-Market Coverage

Market	Assets	Engine
US Stocks	NVDA, TSLA, PLTR, ARM, MSFT	Alpaca
A-Shares	Semiconductors, new energy, nuclear power	Tushare
HK Stocks	Hang Seng Tech, high-dividend SOEs	Futu
Gold & Commodities	Gold, copper, crude oil	Futures
Crypto	BTC, ETH, SOL	Binance

Memory System That Learns

Unlike stateless AI, OpenFinClaw remembers everything and gets smarter over time:

• Episode — records every backtest result (Sharpe 1.3, MaxDD -9%, win rate 63%)
• Insight — consolidates 3+ episodes into patterns ("RSI works in ranging markets, fails in trends")
• Skill — promotes validated insights into permanent knowledge (verified after 5+ recalls)
• Feedback — detects live vs backtest drift >30%, auto-downgrades overfit strategies

Trust-First Design

Every decision comes with a transparent reasoning chain:

🤔 DECISION: Reduce CATL position by 30%
   Signal: Price broke below 20-day MA with declining volume
   Regime: A-share new energy sector rotating to profit-taking
   Action: Lock in profits, move stop to breakeven
   Trust: L2 — executed within $500 auto-threshold

Proactive Reporting

Your AI fund manager pushes daily briefs and trade alerts to Telegram/WhatsApp/Discord:

• Morning brief with portfolio performance and market outlook
• Real-time trade notifications with reasoning
• Approval requests for large trades or strategy promotions
• Weekly performance review with self-critique

Architecture

Zero core changes — all financial capabilities are implemented as OpenClaw plugins:

Plugin	Tools	Purpose
openfinclaw-opc-fund-plugin	35+	Strategy, trading, risk, fund management
findoo-deepagent-plugin	10	DeepAgent bridge (54 analysis skills, 6 expert agents)
fin-evolution-engine	2	Strategy evolution and optimization
fin-shared-types	—	Shared TypeScript types

Services

Service	Description
fin-data-provider	OHLCV, ticker, market data
fin-strategy-registry	Strategy metadata and lifecycle
fin-backtest-engine	Remote backtest execution (Rust)
fin-paper-engine	Paper trading simulation
fin-live-executor	Live order execution via CCXT
fin-risk-controller	Daily loss limits, position sizing
fin-alert-engine	Price and performance alerts
fin-event-store	Event sourcing for audit trail

Quick Start

Prerequisites: Node 22+, pnpm

# Clone
git clone https://github.com/cryptoSUN2049/openFinclaw.git
cd openFinclaw

# Install
pnpm install

# Build
pnpm build

# Start gateway
pnpm openclaw gateway run --bind loopback --port 18789

Open the Control UI at http://127.0.0.1:18789/__openclaw__/control-ui/

Configuration

# Set your exchange credentials
pnpm openclaw config set financial.exchanges.binance.apiKey "YOUR_KEY"
pnpm openclaw config set financial.exchanges.binance.secret "YOUR_SECRET"

# Connect Telegram for daily reports
pnpm openclaw config set telegram.botToken "YOUR_BOT_TOKEN"

# Set the AI model
pnpm openclaw config set agents.defaults.model "deepseek/deepseek-chat"

What Makes This Different

	Traditional Quant Bot	Signal Platform	OpenFinClaw
Approach	User writes strategies	Platform sells signals	AI discovers strategies autonomously
Trust	Black box	"Trust our algo"	Every decision explained with reasoning
Memory	Stateless	N/A	Learns from success/failure, avoids past mistakes
Markets	Usually single	Usually single	US + A-shares + HK + Gold + Crypto
Reporting	Dashboard only	Alerts only	Proactive briefs on your messaging app
Evolution	Manual optimization	N/A	Auto-evolves strategies, detects overfitting

Development

pnpm install          # Install deps
pnpm build            # Build all
pnpm check            # Lint + format + typecheck
pnpm test             # Run tests
pnpm dev              # Dev mode

Project Structure

src/                  # Core OpenClaw (unchanged from upstream)
extensions/
  openfinclaw-opc-fund-plugin/   # Main financial plugin (35+ tools)
  findoo-deepagent-plugin/       # DeepAgent bridge (54 skills)
  findoo-backtest-plugin/        # Backtest engine connector
  fin-evolution-engine/          # Strategy evolution
  fin-shared-types/              # Shared types
ui/                   # Control UI (Lit + Vite)
  public/fund/        # Fund dashboard design mockups
apps/                 # iOS, Android, macOS, Web
docs/                 # Documentation

Roadmap

• Multi-market data pipeline (Crypto + US + A-shares + HK)
• Strategy lifecycle management (L0→L3)
• DeepAgent integration (54 analysis skills)
• Memory system v0.2 (Episode → Insight → Skill evolution)
• News intelligence pipeline (SSE → AI filtering → Telegram push)
• WAL persistence for crash recovery
• Layer 1: Daily execution report via Telegram/WhatsApp
• Layer 2: Simple dashboard for non-technical users
• Commodity skills (gold deep analysis, crude oil supply risk)
• Strategy evolution engine v2 (multi-objective optimization)

Upstream

OpenFinClaw is built on OpenClaw, an open-source personal AI assistant with 68K+ stars. We maintain zero core changes — all financial capabilities are implemented as plugins. This means we get upstream improvements for free (multi-channel messaging, voice, canvas, apps) while adding our financial domain expertise on top.

License

MIT

---

_{Built with OpenClaw. Not financial advice. Trade at your own risk.}