Use Case
Stop doing repetitive finance & investment tasks manually. SnapTrade 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 brokerage connectivity (Webull, E*TRADE, etc.), connection portal links, account registration, or automated portfolio summaries. This guide shows practical examples of using SnapTrade to automate common finance & investment workflows and save hours every week.
Install SnapTrade: npx clawhub@latest --dir ~/.claude/skills install snaptrade
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
SnapTrade 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 SnapTrade
Automate my finance & investment tasks using SnapTrade
What repetitive tasks can SnapTrade handle for me?
Set up a workflow that runs SnapTrade every morning
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.