Use Case
Portfolio Manager is a powerful AI agent skill that extends your assistant with new capabilities. Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account. This guide walks you through installing Portfolio Manager, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install Portfolio Manager: npx clawhub@latest --dir ~/.claude/skills install portfolio-manager
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to finance & investment to trigger Portfolio Manager
Review the output and refine your prompt for better results
Combine Portfolio Manager with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing Portfolio Manager
Help me get started with Portfolio Manager
What can Portfolio Manager do for my finance & investment workflow?
Show me an example of using Portfolio Manager
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install portfolio-managerOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install portfolio-managerβ 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/portfolio-manager/π‘Extract and place the folder at the path above, then restart your agent.