Use Case
Stop doing repetitive finance & investment tasks manually. Financial Tracker lets your AI agent handle them automatically through natural conversation. Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends. This guide shows practical examples of using Financial Tracker to automate common finance & investment workflows and save hours every week.
Install Financial Tracker: npx clawhub@latest --dir ~/.claude/skills install financial-tracker
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Financial Tracker 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 Tracker
Automate my finance & investment tasks using Financial Tracker
What repetitive tasks can Financial Tracker handle for me?
Set up a workflow that runs Financial Tracker every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install financial-trackerOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install financial-trackerβ 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-tracker/π‘Extract and place the folder at the path above, then restart your agent.