Use Case
Stop doing repetitive finance & investment tasks manually. Portfolio Tracker lets your AI agent handle them automatically through natural conversation. Automatically tracks and analyzes Vish's stock and crypto portfolio using live Yahoo Finance data, providing updates, performance summaries, and rebalancing... This guide shows practical examples of using Portfolio Tracker to automate common finance & investment workflows and save hours every week.
Install Portfolio Tracker: npx clawhub@latest --dir ~/.claude/skills install portfolio-tracker
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Portfolio Tracker 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 Tracker
Automate my finance & investment tasks using Portfolio Tracker
What repetitive tasks can Portfolio Tracker handle for me?
Set up a workflow that runs Portfolio Tracker every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install portfolio-trackerOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install portfolio-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/portfolio-tracker/π‘Extract and place the folder at the path above, then restart your agent.