Portfolio management assistant. You can query/update positions, cash, diaries, equity curves, and import positions through screenshots.
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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-trackerOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install investment-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/investment-tracker/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentPlatforms
What investment-tracker-app can do for your AI workflow
Portfolio management assistant 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 investment-tracker-app
Help me get started with investment-tracker-app
Explains what investment-tracker-app does, walks through the setup, and runs a quick demo based on your current project
Use investment-tracker-app to portfolio management assistant
Invokes investment-tracker-app with the right parameters and returns the result directly in the conversation
What can I do with investment-tracker-app in my finance & investment workflow?
Lists the top use cases for investment-tracker-app, with example commands for each scenario
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investment-tracker-app extends your AI assistant with the ability to portfolio management assistant. You can query/update positions, cash, diaries, equity curves, and import positions through screenshots. 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-tracker-app as its underlying capability.
investment-tracker-app 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-tracker-app 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 investment-tracker-app, copy the skill folder to `~/.claude/skills/investment-tracker/` for use across all your projects, or `.claude/skills/investment-tracker/` for a single project. Restart Claude and the skill is immediately active β invoke it with `/investment-tracker` or just describe your goal and the AI will pick it up automatically.
investment-tracker-app has 342 installs and is part of the growing Finance & Investment skill ecosystem on DiscoverAISkills. The source code is open on GitHub β you can inspect it, contribute fixes, or fork it to adapt the skill for your specific setup. 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-tracker/ for personal use (all projects), or .claude/skills/investment-tracker/ for project-specific use. Restart your AI client, then invoke with /investment-tracker or let the AI discover it automatically.
investment-tracker-app supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
investment-tracker-app is free to install. Check the repository for licensing information.
Portfolio management assistant. You can query/update positions, cash, diaries, equity curves, and import positions through screenshots.
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Links
Automate my finance & investment tasks using investment-tracker-app
Identifies repetitive steps in your workflow and sets up investment-tracker-app to handle them automatically
investment-tracker-app is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.