Use Case
Portfolio Trader is a powerful AI agent skill that extends your assistant with new capabilities. Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value). Use when the user wants SnapTrade-based b... This guide walks you through installing Portfolio Trader, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install Portfolio Trader: npx clawhub@latest --dir ~/.claude/skills install portfolio-trader
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to finance & investment to trigger Portfolio Trader
Review the output and refine your prompt for better results
Combine Portfolio Trader with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing Portfolio Trader
Help me get started with Portfolio Trader
What can Portfolio Trader do for my finance & investment workflow?
Show me an example of using Portfolio Trader
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install portfolio-traderOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install portfolio-traderβ 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-trader/π‘Extract and place the folder at the path above, then restart your agent.