Use Case
Stop doing repetitive finance & investment tasks manually. Kubera lets your AI agent handle them automatically through natural conversation. Read and manage Kubera.com portfolio data (net worth, assets, debts, allocation, holdings). Use when a user asks about their finances, net worth, portfolio, investments, holdings, asset allocation, or wants to update asset values in Kubera. Works with any AI agent or CLI that can run Python scripts. This guide shows practical examples of using Kubera to automate common finance & investment workflows and save hours every week.
Install Kubera: npx clawhub@latest --dir ~/.claude/skills install kubera-skill
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Kubera 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 Kubera
Automate my finance & investment tasks using Kubera
What repetitive tasks can Kubera handle for me?
Set up a workflow that runs Kubera every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install kubera-skillOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install kubera-skillβ 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/kubera-skill/π‘Extract and place the folder at the path above, then restart your agent.