Use Case
Portfolio Trader isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. 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 covers how to deploy Portfolio Trader for your team, standardize prompts, and create shared workflows that everyone can use.
Install Portfolio Trader in your project directory: .claude/skills/portfolio-trader/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Portfolio Trader in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Portfolio Trader
How can my team use Portfolio Trader together?
Set up Portfolio Trader for our project so everyone can use it
Create a shared workflow using Portfolio Trader for our team
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.