How to Analyse Portfolio Metrics with OpenClaw
Analyse portfolio metrics with OpenClaw and ToolRouter. Batch performance analysis for investment portfolios.
Tool
OpenClaw calculates portfolio metrics across multiple strategies or time windows in batch. Compare risk-adjusted performance across funds, run rolling metric calculations for a complete period, or generate end-of-month performance reports automatically — systematic analysis at scale.
Connect ToolRouter to OpenClaw
1Install the CLI
npm install -g toolrouter-mcp2Call tools directly from OpenClaw
toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp toolsSteps
Once connected (see setup above), use the Financial Calculator tool:
- Provide return series for each portfolio or strategy
- Ask: "Calculate performance metrics for all portfolios and produce a comparison table"
- OpenClaw returns standardised metrics for each portfolio
- Ask: "Which portfolio has the highest Sharpe ratio? Which has the worst maximum drawdown?"
Example Prompt
Try this with OpenClaw using the Financial Calculator tool
Calculate Sharpe ratio, maximum drawdown, annualised volatility, and Calmar ratio for three portfolios using these return series. Return a comparison table ranked by Sharpe ratio.
Tips
- Use batch metrics calculation for month-end performance reporting across a fund range
- Define a consistent risk-free rate across all calculations to ensure the Sharpe ratios are comparable
- Ask for the ranking across all metrics in one table — it is easier to spot the overall best performer