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