Use Case
Stop doing repetitive finance & investment tasks manually. Financial Overview lets your AI agent handle them automatically through natural conversation. Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us... This guide shows practical examples of using Financial Overview to automate common finance & investment workflows and save hours every week.
Install Financial Overview: npx clawhub@latest --dir ~/.claude/skills install financial-overview
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Financial Overview 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 Financial Overview
Automate my finance & investment tasks using Financial Overview
What repetitive tasks can Financial Overview handle for me?
Set up a workflow that runs Financial Overview every morning
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.