Use Case
Asset Allocation isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. Professional investment advisory skill. Use when user asks about investing, wealth management, asset allocation, fund/etf selection, retirement planning, or... This guide covers how to deploy Asset Allocation for your team, standardize prompts, and create shared workflows that everyone can use.
Install Asset Allocation in your project directory: .claude/skills/asset-allocation/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Asset Allocation in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Asset Allocation
How can my team use Asset Allocation together?
Set up Asset Allocation for our project so everyone can use it
Create a shared workflow using Asset Allocation for our team
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install asset-allocationOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install asset-allocationβ 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/asset-allocation/π‘Extract and place the folder at the path above, then restart your agent.