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investorclaw-setup

Automate InvestorClaw installation, environment setup, and portfolio ingestion from broker files.

9|2|Updated Mar 18, 2026
Search Tags:#automation#onboarding#portfolio#installation#setup-wizard#investorclaw#csv-ingestion
One-click install
npx skills add https://github.com/perlowja/InvestorClaw --skill investorclaw-setup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investorclaw-setup
Source: https://github.com/perlowja/InvestorClaw/tree/main/claude/skills/investorclaw-setup
Command: npx skills add https://github.com/perlowja/InvestorClaw --skill investorclaw-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Install and configure InvestorClaw automatically. It handles the full setup orchestration, environment preparation, and portfolio ingestion to get users ready for analysis without manual steps.

Core Features & Use Cases

  • Automatic environment setup: detects uv, clones the repo if needed, and installs dependencies to create a working workspace.
  • Ingestion wizard: accepts broker CSV/XLS/XLSX/PDF files, stages them, and consolidates into a master_portfolio for analysis.
  • Guided onboarding: runs a portfolio setup wizard, validates installation, and prepares the user for holdings queries.

Quick Start

Run setup-orchestrator to begin the automated InvestorClaw installation and wizard-driven portfolio setup.

Frequently Asked Questions about investorclaw-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate InvestorClaw setup and onboarding from scratch?▼

Automated InvestorClaw setup detects uv, clones the repository, runs dependency synchronization, configures the environment, and launches a portfolio ingestion wizard to prepare your workspace automatically without manual steps.

Can I import broker CSV, XLS, XLSX, and PDF files into my portfolio?▼

Yes, portfolio ingestion accepts broker CSV, XLS, XLSX, and PDF files, stages them automatically, and consolidates the data into a master portfolio file for analysis and holdings queries.

What do I need installed before running the InvestorClaw installation wizard?▼

The setup wizard requires uv for environment and dependency management. The orchestrator detects uv automatically, clones the repo if needed, and installs dependencies to create a working workspace.

How does automated portfolio ingestion and setup remediation work?▼

Automated portfolio ingestion stages broker files and consolidates them into a master portfolio. If setup-related failures occur during onboarding, the orchestrator applies automated remediation and verifies the installation.

What is the best way to consolidate multiple broker statements into a master portfolio?▼

The setup wizard runs auto-discovery on your broker files, stages them, and consolidates the data into a master portfolio. This validates the installation and prepares you for holdings queries.

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