investorclaw-setup
CommunityAutomate InvestorClaw setup and onboarding.
Data & Analytics#automation#onboarding#portfolio#installation#setup-wizard#investorclaw#csv-ingestion
Authorperlowja
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
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-setup Download link: https://github.com/perlowja/InvestorClaw/archive/main.zip#investorclaw-setup Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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