Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets.
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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 investment-portfolioOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install investment-portfolioβ 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/investment-portfolio/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentPlatforms
What Investment Portfolio can do for your AI workflow
Investments with buy/sell directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
Trusted by 1,186+ developers worldwide
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 Investment Portfolio
Help me get started with Investment Portfolio
Explains what Investment Portfolio does, walks through the setup, and runs a quick demo based on your current project
Use Investment Portfolio to track investments with buy/sell records, allocation charts, and P/L...
Invokes Investment Portfolio with the right parameters and returns the result directly in the conversation
What can I do with Investment Portfolio in my finance & investment workflow?
Lists the top use cases for Investment Portfolio, with example commands for each scenario
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Investment Portfolio extends your AI assistant with the ability to track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets. 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 Investment Portfolio as its underlying capability.
Investment Portfolio 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 Investment Portfolio 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.
Investment Portfolio installs like any other MCP skill: drop the folder into `~/.claude/skills/investment-portfolio/` for global access, or `.claude/skills/investment-portfolio/` to keep it scoped to one project. After a quick restart of Claude, you can trigger it explicitly with `/investment-portfolio`, or let the AI decide when it's the right tool for your request.
Investment Portfolio has been installed 1,186 times, making it one of the more actively used skills in the Finance & Investment category. The install rate suggests it solves a real, recurring need rather than a niche edge case. 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/investment-portfolio/ for personal use (all projects), or .claude/skills/investment-portfolio/ for project-specific use. Restart your AI client, then invoke with /investment-portfolio or let the AI discover it automatically.
Investment Portfolio supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
Investment Portfolio is free to install. Check the repository for licensing information.
Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets.
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Automate my finance & investment tasks using Investment Portfolio
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Investment Portfolio is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.