Use Case
Fund Advisor isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. 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. This guide covers how to deploy Fund Advisor for your team, standardize prompts, and create shared workflows that everyone can use.
Install Fund Advisor in your project directory: .claude/skills/fund-advisor/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Fund Advisor in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Fund Advisor
How can my team use Fund Advisor together?
Set up Fund Advisor for our project so everyone can use it
Create a shared workflow using Fund Advisor for our team
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.