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 brokerage connectivity (Webull, E*TRADE, etc.), connection portal links, account registration, or automated portfolio summaries.
Data sourced from ClawHub. View on ClawSkills
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install snaptradeOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install snaptradeβ 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/snaptrade/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentPlatforms
What SnapTrade can do for your AI workflow
To a user's investment directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
One-command installation β no complex setup required
Combine with other skills to build powerful multi-step AI workflows
Try these prompts with your AI agent after installing SnapTrade
Help me get started with SnapTrade
Explains what SnapTrade does, walks through the setup, and runs a quick demo based on your current project
Use SnapTrade to connect to a user's investment accounts via SnapTrade SDK and gener...
Invokes SnapTrade with the right parameters and returns the result directly in the conversation
What can I do with SnapTrade in my finance & investment workflow?
Lists the top use cases for SnapTrade, with example commands for each scenario
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SnapTrade extends your AI assistant with the ability to 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 brokerage connectivity (Webull, E*TRADE, etc.), connection portal links, account registration, or automated portfolio summaries. Rather than leaving your conversation to handle this manually, you can ask your Claude agent directly β and it will take care of the task end-to-end, using SnapTrade as its underlying capability.
SnapTrade works across Claude, Cursor, OpenClaw through the Model Context Protocol (MCP) β an open standard that lets AI clients share tools and skills without lock-in. Because MCP is platform-agnostic by design, you install SnapTrade once and it becomes available across all your AI clients. Whether you're working in Claude for focused sessions or Cursor for integrated workflows, the skill behaves consistently.
To install SnapTrade, copy the skill folder to `~/.claude/skills/snaptrade/` for use across all your projects, or `.claude/skills/snaptrade/` for a single project. Restart Claude and the skill is immediately active β invoke it with `/snaptrade` or just describe your goal and the AI will pick it up automatically.
SnapTrade has 633 installs and is part of the growing Finance & Investment skill ecosystem on DiscoverAISkills. The source code is open on GitHub β you can inspect it, contribute fixes, or fork it to adapt the skill for your specific setup. Like all skills on DiscoverAISkills, it is free to install and use. The broader AI skills ecosystem continues to expand as developers contribute new capabilities across categories like developer tools, data analysis, writing, automation, and more.
Place the skill folder at ~/.claude/skills/snaptrade/ for personal use (all projects), or .claude/skills/snaptrade/ for project-specific use. Restart your AI client, then invoke with /snaptrade or let the AI discover it automatically.
SnapTrade supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
SnapTrade is free to install. Check the repository for licensing information.
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 brokerage connectivity (Webull, E*TRADE, etc.), connection portal links, account registration, or automated portfolio summaries.
Links
Automate my finance & investment tasks using SnapTrade
Identifies repetitive steps in your workflow and sets up SnapTrade to handle them automatically
SnapTrade is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.