InvestorClaw for Claude Code

Portfolio analysis and market intelligence for Claude Code.

v2.6.3 | Apache 2.0 | Educational Use Only

InvestorClaude is the Claude Code adapter for the InvestorClaw / ic-engine runtime. Claude Code is the primary platform for this package. Current v4.x deployments use the containerized InvestorClaw engine; this package remains the Claude Code install surface while Anthropic marketplace acceptance is pending.

Breaking Command Surface Change

v2.6.0 ships the deterministic ask model with the Claude Code slash command pool collapsed to two commands. The 13 v2.4.x portfolio-* slash commands remain removed, and earlier v2.5.0 meta slash commands are now bash-only utilities.

Portfolio data questions now go through one deterministic-first entry point:

/investorclaw:ask "what's in my portfolio?"

Use /investorclaw:refresh when you want a cache-busting full pipeline re-run.

Power users can still run meta utilities directly from a shell:

investorclaw session
investorclaw stonkmode
investorclaw check-updates

Other Platforms

• OpenClaw: See InvestorClaw openclaw/README.md
• Standalone CLI: See InvestorClaw README.md

Features

InvestorClaw analyzes multi-account portfolios with deterministic Python computation. Claude presents the engine narrator's signed-envelope answer; it does not guess financial metrics.

• Holdings snapshots for what you own and where you own it
• Performance metrics for returns, Sharpe ratio, drawdown, and allocation
• Bond analytics for yield-to-maturity, duration, credit quality, and ladders
• Analyst consensus and price targets on portfolio holdings
• Today's news on holdings and market-wide topics
• Portfolio synthesis, optimization, target allocation, drift, and scenarios
• Direct ingestion from CSV, XLS, XLSX, PDF, and broker screenshots
• EOD report generation for daily summaries
• Educational guardrails; no investment advice

Quick Start

Install In Claude Code

/plugin marketplace add https://gitlab.com/argonautsystems/InvestorClaude.git
/plugin install investorclaw@investorclaude

This is the authoritative pre-store Claude Code install path. GitLab is the public mirror used for installs and CI.

After official marketplace acceptance, use:

/plugin install investorclaw@claude-plugins-official

For OpenClaw / ZeroClaw / Hermes users, use the ClawHub package instead:

clawhub install perlowja/investorclaw

After install, ask your first question:

/investorclaw:ask "what's in my portfolio?"

You can also attach broker files and ask Claude to analyze your portfolio. No manual dependency setup is needed. Claude's investorclaude skill invokes the adapter workflow, pulls ic-engine and clio, stages supported files when needed, and lets InvestorClaw return setup or ingestion guidance.

Standalone Development

git clone https://gitlab.com/argonautsystems/InvestorClaude.git
cd InvestorClaude
python3 -m pip install -e .
investorclaw ask "what's in my portfolio?"

Then use InvestorClaw as a Python CLI through the ic-engine runtime.

Prepare Your Portfolio

Export holdings from your broker. CSV offers the highest compatibility.

• Schwab: Accounts -> Positions -> Export CSV
• Fidelity: NetBenefits -> Investments -> Download CSV
• Vanguard: My Accounts -> Download Holdings
• UBS: Wealth Management -> Holdings -> Export

Also supported: XLS/XLSX, PDF broker statements, and screenshots of broker positions pages. In Claude Code, attach files directly in chat; Claude stages them automatically when needed and asks the original question through InvestorClaw.

Run Analysis

Ask in natural language:

/investorclaw:ask "What's in my portfolio?"
/investorclaw:ask "How am I doing this year?"
/investorclaw:ask "Show me my bond exposure and yield-to-maturity."
/investorclaw:ask "Generate today's EOD report."
/investorclaw:ask "What is the current price of NVDA?"

Force a fresh pipeline run when news, prices, or portfolio files may have moved:

/investorclaw:refresh

Available Slash Commands (2 Total)

Command	Args	Use for
/investorclaw:ask	natural-language question	Holdings, performance, bonds, news, optimization, target allocation, cash flow, peer comparison, lookup, reports
/investorclaw:refresh	none	Cache-busting full pipeline re-run

Power-User Bash Utilities

These utilities are intentionally not exposed as slash commands, so they do not compete with /investorclaw:ask when Claude Code routes portfolio prompts.

Bash command	Use for
investorclaw session	Show or manage the current portfolio analysis session
investorclaw stonkmode	Narrated commentary mode
investorclaw check-updates	Check for ic-engine and InvestorClaude updates

Web Portal

The v4.x runtime exposes a local dashboard at http://localhost:18092/. It shares the same engine and data as the MCP/agent endpoint on http://localhost:18090/.

Tabs: Overview · Holdings · Performance · WhatChanged · Scenarios · Bonds · Optimize · Cashflow · Peer · Analyst · News · Markets · Lookup · Synthesis · Reports · Settings · About. Overview includes a Regenerate button that runs setup, refresh, and the 12 section analyzers as a background sweep. Settings includes a web upload form for CSV, XLSX, PDF, JSON, OFX, and QFX portfolio files plus provider-key management.

Provider keys can include TOGETHER_API_KEY, FINNHUB_KEY, NEWSAPI_KEY, ALPHA_VANTAGE_KEY, MASSIVE_API_KEY, MARKETAUX_API_KEY, FRED_API_KEY, and OPENAI_API_KEY.

How It Works

1. You upload a portfolio by CSV, Excel, PDF, screenshot, or setup.
2. Claude stages files locally when needed and asks through investorclaw ask.
3. ic-engine pre-runs the deterministic backend pipeline for the question.
4. The result is stored as an HMAC-signed JSON envelope.
5. A strict narrator receives only the signed envelope and question, quotes verbatim from authoritative sources, and refuses to fabricate missing facts.

The first prompt can take 30-60 seconds because the full deterministic pipeline is building the signed envelope. Subsequent prompts are cache-amortized unless you run /investorclaw:refresh.

Data Privacy

Your data stays on your machine by default.

• Raw broker files stay local in ~/portfolios/
• Account numbers and SSNs are scrubbed on import
• Only computed summaries and the signed envelope are sent to the narrator
• InvestorClaw never executes trades
• All analysis is educational and not investment advice

See DISCLAIMER.md for guardrails and educational-use constraints.

Documentation

• DISCOVERY_HIERARCHY.md: Claude Code discovery and deterministic interaction model
• INSTALL_FLOW.md: Marketplace install and setup flow
• CHANGELOG.md: v2.6.x release notes
• DISCLAIMER.md: Educational-use disclaimer and guardrails

Troubleshooting

"Command not found: investorclaw"

Reinstall the plugin or run the bundled setup helper from the installed checkout:

setup-orchestrator

"No portfolio found"

Attach a CSV/XLS/XLSX/PDF/screenshot in chat and ask:

/investorclaw:ask "what's in my portfolio?"

"API key errors"

API keys are optional. InvestorClaw falls back to free data paths where available. Ask /investorclaw:ask "help me configure data providers" for engine-guided setup.

Performance Is Slow

The first prompt may take 30-60 seconds while ic-engine builds the signed deterministic envelope. Later prompts reuse cached pipeline output unless you refresh. Large portfolios with 500+ holdings take longer.

Status

Production Ready | Apache 2.0

InvestorClaude v2.6.3 for Claude Code. Portfolio analysis. Educational only. No investment advice.