Use Case
Stop doing repetitive finance & investment tasks manually. Fund Advisor lets your AI agent handle them automatically through natural conversation. 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 shows practical examples of using Fund Advisor to automate common finance & investment workflows and save hours every week.
Install Fund Advisor: npx clawhub@latest --dir ~/.claude/skills install fund-advisor
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Fund Advisor 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 Fund Advisor
Automate my finance & investment tasks using Fund Advisor
What repetitive tasks can Fund Advisor handle for me?
Set up a workflow that runs Fund Advisor every morning
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.