Use Case
Stop doing repetitive finance & investment tasks manually. Asset Allocator lets your AI agent handle them automatically through natural conversation. [When to use] When the user needs an asset allocation plan; when the user asks "How should I allocate assets?"; when doing life cycle planning; when a fixed investment plan is needed This guide shows practical examples of using Asset Allocator to automate common finance & investment workflows and save hours every week.
Install Asset Allocator: npx clawhub@latest --dir ~/.claude/skills install asset-allocator
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Asset Allocator 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 Allocator
Automate my finance & investment tasks using Asset Allocator
What repetitive tasks can Asset Allocator handle for me?
Set up a workflow that runs Asset Allocator every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install asset-allocatorOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install asset-allocatorβ 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-allocator/π‘Extract and place the folder at the path above, then restart your agent.