Use Case
Stop doing repetitive finance & investment tasks manually. Portfolio Risk Manager lets your AI agent handle them automatically through natural conversation. Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều... This guide shows practical examples of using Portfolio Risk Manager to automate common finance & investment workflows and save hours every week.
Install Portfolio Risk Manager: npx clawhub@latest --dir ~/.claude/skills install portfolio-risk-manager
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Portfolio Risk 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 Risk Manager
Automate my finance & investment tasks using Portfolio Risk Manager
What repetitive tasks can Portfolio Risk Manager handle for me?
Set up a workflow that runs Portfolio Risk 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-risk-managerOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install portfolio-risk-manager⚠️ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js →
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-risk-manager/💡Extract and place the folder at the path above, then restart your agent.