Use Case
Stop doing repetitive finance & investment tasks manually. Finance Skill lets your AI agent handle them automatically through natural conversation. Parse and store transactions from bank statements, enable querying and adding personal finance data in JSON format within a local workspace. This guide shows practical examples of using Finance Skill to automate common finance & investment workflows and save hours every week.
Install Finance Skill: npx clawhub@latest --dir ~/.claude/skills install finance-skill
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Finance Skill 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 Finance Skill
Automate my finance & investment tasks using Finance Skill
What repetitive tasks can Finance Skill handle for me?
Set up a workflow that runs Finance Skill every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install finance-skillOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install finance-skillβ 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/finance-skill/π‘Extract and place the folder at the path above, then restart your agent.