Use Case
Financial Overview is a powerful AI agent skill that extends your assistant with new capabilities. Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us... This guide walks you through installing Financial Overview, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install Financial Overview: npx clawhub@latest --dir ~/.claude/skills install financial-overview
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to finance & investment to trigger Financial Overview
Review the output and refine your prompt for better results
Combine Financial Overview with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing Financial Overview
Help me get started with Financial Overview
What can Financial Overview do for my finance & investment workflow?
Show me an example of using Financial Overview
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install financial-overviewOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install financial-overviewβ 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/financial-overview/π‘Extract and place the folder at the path above, then restart your agent.