Use Case
Stop doing repetitive finance & investment tasks manually. Investment Analysis & Portfolio Management Engine lets your AI agent handle them automatically through natural conversation. Performs structured investment thesis development, fundamental and technical analysis, portfolio risk management, and trade execution across asset classes. This guide shows practical examples of using Investment Analysis & Portfolio Management Engine to automate common finance & investment workflows and save hours every week.
Install Investment Analysis & Portfolio Management Engine: npx clawhub@latest --dir ~/.claude/skills install afrexai-investment-engine
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Investment Analysis & Portfolio Management Engine will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Investment Analysis & Portfolio Management Engine
Automate my finance & investment tasks using Investment Analysis & Portfolio Management Engine
What repetitive tasks can Investment Analysis & Portfolio Management Engine handle for me?
Set up a workflow that runs Investment Analysis & Portfolio Management Engine every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install afrexai-investment-engineOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install afrexai-investment-engineβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/afrexai-investment-engine/π‘Extract and place the folder at the path above, then restart your agent.