InvestorClaw — portfolio analysis

Official

Deterministic portfolio analysis for actionable insights.

Authorncz-os
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Portfolio decision-making is slowed by manual gathering of holdings, performance metrics, and risk signals across accounts. InvestorClaw automates this aggregation and analysis to deliver clear, actionable insights.

Core Features & Use Cases

  • Portfolio snapshot: aggregate holdings, weights, and values from multiple sources.
  • Performance & Use Case risk: compute metrics like return, volatility, and drawdown to surface risk signals.
  • Use Case: a financial advisor reviews client portfolios and recommends rebalancing based on target allocations.

Quick Start

Ask InvestorClaw to analyze the supplied portfolio data and produce a concise 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 — portfolio analysis
Download link: https://github.com/ncz-os/mnemos/archive/main.zip#investorclaw-portfolio-analysis

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