Use Case
Stop doing repetitive finance & investment tasks manually. Asset Allocation lets your AI agent handle them automatically through natural conversation. Professional investment advisory skill. Use when user asks about investing, wealth management, asset allocation, fund/etf selection, retirement planning, or... This guide shows practical examples of using Asset Allocation to automate common finance & investment workflows and save hours every week.
Install Asset Allocation: npx clawhub@latest --dir ~/.claude/skills install asset-allocation
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Asset Allocation 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 Asset Allocation
Automate my finance & investment tasks using Asset Allocation
What repetitive tasks can Asset Allocation handle for me?
Set up a workflow that runs Asset Allocation every morning
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.