Racing to Dance with the "Lobster," These Brokerages Lead the Way with Applications

Caixin March 13 News (Reporter Wang Chen)
Recently, OpenClaw has sparked a wave of applications with its disruptive “natural language command + autonomous execution” model, becoming an important focus in the digital transformation of brokerages.

However, while “Lobster” brings an efficiency revolution, it also triggers intense debates over data security and compliance boundaries. Especially among brokerages, a divide has emerged.

On one hand, some brokerages choose to embrace it proactively. Guangfa Securities, Eastmoney, Guoyuan Securities, among others, have taken the lead in exploring and deploying OpenClaw-like applications within a compliant framework.

Guangfa Securities adheres to the principle of “security first,” establishing dedicated teams to cautiously explore in isolated sandboxes, seeking a balance between innovation and risk control. Eastmoney has launched a compatible “Skills” package for OpenClaw, restructuring its data ecosystem and transforming from a mere data provider into an intelligent decision support tool, aiming to break through fierce competition with technological advantages. Guoyuan Securities has developed “Qiyu,” a fully controllable new paradigm for intelligent office work.

On the other hand, over 20 brokerages have established strict compliance defenses, forbidding unauthorized deployment of such high-risk tools, reflecting the industry’s extreme sensitivity to data sovereignty and system security. In the future, as technology matures and security measures improve, tools like OpenClaw may move from the “underground” to the “mainstream,” becoming standard infrastructure for brokerages.

Eastmoney Launches Skills Compatible with OpenClaw
In this upheaval triggered by “Lobster,” Eastmoney is clearly one of the fastest and most open brokerages. They have integrated OpenClaw into their “Skills” ecosystem, with users able to obtain API keys for free. This is not only a tool compatible with OpenClaw protocols but also an ecosystem restructuring based on core data advantages.

Eastmoney Skills offers a “one-click install, no download” experience, allowing users to deploy with simple copy-paste. Its core strength lies in the robust official data support from Eastmoney, ensuring authoritative and accurate information sources. After installation, Skills can provide real-time market information, automate data cleaning and structuring, transforming the previously inefficient manual filtering process.

It is reported that Eastmoney Skills has built three core skill modules, empowering investors comprehensively:

Information Search Skill: For retrieving timely information or specific event data, including news, announcements, research reports, policies, trading rules, specific events, impact analyses, and external data searches. Use cases: finding the latest news and announcements of specific stocks, understanding recent developments in industries or concepts, tracking market hotspots and public opinion trends, monitoring macroeconomic news.

Financial Data Skill: Provides the most timely and authoritative financial data—query stock, sector, index, fund, bond prices, main fund flows, valuations via natural language. Also offers basic company info, financials, executives, main business, shareholders, financing data for listed and unlisted companies. Use cases: same as above.

Smart Stock Selection Skill: For screening stocks based on market data, financial indicators, technical signals, main business, key products, supporting A-shares, Hong Kong stocks, and US stocks. Use cases: filtering stocks that meet certain criteria, querying constituent stocks within specific industries or sectors.

Eastmoney’s initiative marks a shift from mere data provider to an intelligent decision assistant, maximizing data value through technology.

Guangfa Securities Initiates AI Agent Applications and Technical Exploration for OpenClaw
According to reports, leading brokerage Guangfa Securities is beginning to explore AI Agent applications and related technologies within a secure and controllable environment.

Guangfa’s principle is very clear: security first. They have set up an independent network segment with a dedicated security sandbox, implementing minimal privilege controls. Under the premise of not compromising internal network security, they are exploring the technical boundaries of AI Agents in an orderly manner. This cautious approach reflects the typical mindset of top-tier brokerages facing emerging technologies.

Currently, Guangfa Securities has established a dedicated research team focusing on core business scenarios such as intelligent office, personal assistants, and investment advisory tools. They are also strengthening security controls at the technical level, developing financial Skill plugins, issuing security alerts across the network, and formulating specific management guidelines. Through a combination of “application exploration + technical validation + security control,” they ensure that technological development remains within compliance boundaries.

Notably, Guangfa Securities has issued security reminders to all staff, prohibiting the installation of OpenClaw-like software on office devices, and is formulating safety guidelines for OpenClaw assistant AI, aiming to explore and research within a safe and controllable scope.

Guoyuan Securities Develops “Qiyu,” a Self-Developed OpenClaw-like Application Leading a New Paradigm in Intelligent Office
Unlike directly compatible external protocols, Guoyuan Securities has chosen a more challenging path—self-developing a desktop application codenamed “Qiyu,” an OpenClaw-like AI Agent.

“Qiyu” has built six core capabilities, redefining the boundaries of intelligent office work:

Terminal Management:** Integrates local and SSH remote connections, allowing the agent to perceive terminal status and monitor processes, enabling “terminal-level” intelligent maintenance for more precise IT management.

Autonomous Task Execution:** Based on the ReAct cycle engine, with built-in file reading/writing and command execution tools, supported by a four-level risk assessment system, ensuring safe automation of tasks. During model fine-tuning, the agent can autonomously drive scripts, monitor progress, and adjust parameters.

Multi-Skill Plugin System:** Comes with 14 skill modules covering Office document processing, email management, calendar coordination, and integration with mainstream IM platforms like DingTalk and Feishu, achieving comprehensive office scene coverage.

Three-Level Memory Architecture:** Features a unique L1 task memory, L2 knowledge documents, and L3 dialogue records, simulating human memory decay and enabling the AI to become more “understanding” over time.

Perception and Attention System:** Supports 10 triggers and 5 sensors via Watch/Sensor architecture, enabling automated scenarios such as server inspections, log monitoring, and morning briefings—shifting from passive responses to active services.

Multi-Channel Remote Access:** Deep integration with mobile office platforms, allowing employees to remotely command the agent via mobile chat, breaking spatial and temporal limitations.

It is also reported that Guoyuan Securities is promoting “Qiyu” in core financial scenarios such as IT document review, intelligent report generation, and project material assistance, with plans for multi-department deployment within the year.

Over 20 Brokerages Strengthen Security Defenses
However, not all brokerages are giving a green light to OpenClaw. A compliance crackdown on “Lobster” is actively underway within the industry.

According to incomplete statistics, at least 20 brokerages have joined the control efforts. Most have clearly defined red lines: without permission, strictly prohibit installing, deploying, or using OpenClaw on company networks, business systems, or any information systems. The bans cover a wide range—from company-issued computers and servers to personal devices accessing corporate networks—aiming to cut off potential risk entry points from both network and endpoint perspectives.

Industry insiders note that the strict control over OpenClaw is not a denial of its technological value but a reflection of the industry’s “risk-first” principle. Digital transformation in finance must always balance innovation with compliance.