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investorclaw

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Deterministic portfolio analytics from live data.

Finance & Accounting#analytics#finance#portfolio#synthesis#holdings#yahoo-finance#cdm-5
Authorperlowja
Version1.0.0
Installs0

System Documentation

What problem does it solve?

FINOS CDM 5.x-compliant portfolio analysis for InvestorClaw provides an educational workflow to analyze holdings, performance, bond analytics, analyst consensus, and news, delivering structured insights without investment advice.

Core Features & Use Cases

  • Holdings snapshots with live prices and CDM 5.x JSON output
  • Performance analytics, sector allocation, bond analytics, and analyst consensus
  • Portfolio news integration and full synthesis reports for contextual decision support

Quick Start

Instruct InvestorClaw to analyze a sample portfolio CSV and generate a synthesis report.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: investorclaw
Download link: https://github.com/perlowja/InvestorClaw/archive/main.zip#investorclaw

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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