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