🎁 Get the FREE AI Skills Starter Guide β€” Subscribe β†’
BytesAgainBytesAgain
BytesAgain β€Ί Skills β€Ί Portfolio Trader
πŸ¦€ ClawHub

Portfolio Trader

by @brendanwood

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...

Versionv1.1.0
Installs1
#clawhub
πŸ“‹ Tips & Best Practices

  • Request signing is handled by the SDK via request_after_hook using consumer_key.
  • The total is computed by summing each account’s account.balance.total from holdings; this avoids errors when accounts are added or removed.
  • If multiple currencies are present, the script uses the first currency encountered.
  • Keep secrets in the local config file with chmod 600 permissions.

    • View on ClawHub
    TERMINAL
    clawhub install portfolio-trader

    πŸ§ͺ Use this skill with your agent

    Most visitors already have an agent. Pick your environment, install or copy the workflow, then run the smoke-test prompt above.

    Manus
    Task-oriented agent. Great for testing AI skills end-to-end.
    Try Manus β†’
    OpenClaw
    Local-first agent. Install skills via ClawHub CLI.
    Set up OpenClaw β†’
    Claude Code
    Anthropic's coding agent. Paste the prompt or SKILL.md into your session.
    Claude Code docs β†’
    Cursor
    AI-powered IDE. Use the smoke-test prompt in Cursor Agent.
    Open Cursor β†’
    Continue.dev
    Open-source AI code assistant. Add SKILL.md as a custom tool.
    Continue docs β†’
    Windsurf
    Agentic IDE by Codeium. Paste the prompt into Cascade.
    Try Windsurf β†’
    Cline
    VS Code extension for autonomous coding with MCP tools.
    Cline on GitHub β†’
    Copilot Workspace
    GitHub's AI dev environment. Suitable for code-generation skills.
    Copilot Workspace β†’

    πŸ” Can't find the right skill?

    Search 60,000+ AI agent skills β€” free, no login needed.

    Search Skills β†’