Fund investment advisory skills. Provides unified management functions for individual fund positions, supporting the import, analysis, and query of positions on all platforms; provides basic fund data, position details, position penetration, and other data-based queries; provides portfolio analysis, investment planning, and portfolio backtesting services; provides financial information, hot news, and financial news queries; provides fund search, announcement query, and other services. When a user consults on a problem that has been covered by the skill, this skill will be activated first.
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Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install fund-advisorOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install fund-advisorβ 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/fund-advisor/π‘Extract and place the folder at the path above, then restart your agent.
Category
Finance & InvestmentWhat Fund Advisor can do for your AI workflow
Fund investment advisory skills directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
One-command installation β no complex setup required
Combine with other skills to build powerful multi-step AI workflows
Try these prompts with your AI agent after installing Fund Advisor
Help me get started with Fund Advisor
Explains what Fund Advisor does, walks through the setup, and runs a quick demo based on your current project
Use Fund Advisor to fund investment advisory skills
Invokes Fund Advisor with the right parameters and returns the result directly in the conversation
What can I do with Fund Advisor in my finance & investment workflow?
Lists the top use cases for Fund Advisor, with example commands for each scenario
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Fund Advisor extends your AI assistant with the ability to fund investment advisory skills. Provides unified management functions for individual fund positions, supporting the import, analysis, and query of positions on all platforms; provides basic fund data, position details, position penetration, and other data-based queries; provides portfolio analysis, investment planning, and portfolio backtesting services; provides financial information, hot news, and financial news queries; provides fund search, announcement query, and other services. When a user consults on a problem that has been covered by the skill, this skill will be activated first. Rather than leaving your conversation to handle this manually, you can ask your Claude agent directly β and it will take care of the task end-to-end, using Fund Advisor as its underlying capability.
Fund Advisor works across Claude, Cursor, OpenClaw through the Model Context Protocol (MCP) β an open standard that lets AI clients share tools and skills without lock-in. Because MCP is platform-agnostic by design, you install Fund Advisor once and it becomes available across all your AI clients. Whether you're working in Claude for focused sessions or Cursor for integrated workflows, the skill behaves consistently.
To install Fund Advisor, copy the skill folder to `~/.claude/skills/fund-advisor/` for use across all your projects, or `.claude/skills/fund-advisor/` for a single project. Restart Claude and the skill is immediately active β invoke it with `/fund-advisor` or just describe your goal and the AI will pick it up automatically.
Fund Advisor has 866 installs and is part of the growing Finance & Investment skill ecosystem on DiscoverAISkills. Like all skills on DiscoverAISkills, it is free to install and use. The broader AI skills ecosystem continues to expand as developers contribute new capabilities across categories like developer tools, data analysis, writing, automation, and more.
Place the skill folder at ~/.claude/skills/fund-advisor/ for personal use (all projects), or .claude/skills/fund-advisor/ for project-specific use. Restart your AI client, then invoke with /fund-advisor or let the AI discover it automatically.
Fund Advisor supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
Fund Advisor is free to install. Check the repository for licensing information.
Fund investment advisory skills. Provides unified management functions for individual fund positions, supporting the import, analysis, and query of positions on all platforms; provides basic fund data, position details, position penetration, and other data-based queries; provides portfolio analysis, investment planning, and portfolio backtesting services; provides financial information, hot news, and financial news queries; provides fund search, announcement query, and other services. When a user consults on a problem that has been covered by the skill, this skill will be activated first.
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Automate my finance & investment tasks using Fund Advisor
Identifies repetitive steps in your workflow and sets up Fund Advisor to handle them automatically
Fund Advisor is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.