Investorclaw

InvestorClaw — Claude Code Plugin (v4.0)

> Powered by InvestorClaw (Apache 2.0). > This plugin is MIT-0-licensed.

What this is

InvestorClaw is a containerized portfolio analysis service. The user runs it locally as two Docker containers via docker compose up -d; this Claude Code plugin is the thin client that registers the service's MCP servers with your agent and exposes two convenience slash commands.

The plugin is a manifest + this SKILL.md + a one-time config write that points Claude Code at two HTTP MCP endpoints on localhost. All analysis happens inside the user's Docker containers — the agent never installs or imports anything.

This is the current Claude Code / Claude Desktop path. The plugin installs directly from this repo and uses the same skill bundle and same container-first runtime as every other agent. See docs/GETTING_STARTED.md for the canonical setup.

Slash commands the plugin exposes

The plugin registers two slash commands so portfolio questions don't depend on the LLM spontaneously deciding to call MCP tools:

• /ask — routes to the investorclaw.portfolio_ask

tool. Pass the user's natural-language portfolio question (e.g., /ask what are my top 5 dividend payers?). The deterministic engine picks the right analyzer and returns a structured ic_result plus narrative text.

• /refresh — routes to investorclaw.portfolio_refresh. Pulls

fresh market data without re-uploading portfolio files. Use this when the user has been chatting for a while and quotes may be stale.

These commands are deterministic entry points: the user types the slash command, Claude Code dispatches it to the named MCP tool, the engine returns structured output. No LLM routing decision is involved at the slash-command boundary. This is by design — slash commands are load-bearing for reliability.

MCP tools available (after install)

When InvestorClaw is running and the plugin is loaded, your tool catalog gains:

Portfolio analysis (investorclaw.*)

• investorclaw.portfolio_ask — natural-language question router (also

invoked by /ask)

• investorclaw.portfolio_refresh — market-data refresh (also invoked

by /refresh)

• investorclaw.portfolio_holdings — current snapshot of positions,

values, weights

• investorclaw.portfolio_performance — Sharpe, volatility, top/bottom

performers, max drawdown

• investorclaw.portfolio_bonds — bond analytics (YTM, duration, FRED

yield curve)

• investorclaw.portfolio_analyst — analyst ratings per holding
• investorclaw.portfolio_news — news correlation for held positions
• investorclaw.portfolio_lookup — ticker / account lookup
• investorclaw.portfolio_optimize — Sharpe / min-vol optimization
• investorclaw.portfolio_rebalance — current vs target with tax impact
• investorclaw.portfolio_scenario — what-if scenarios on holdings
• investorclaw.portfolio_cashflow — projected cashflow from bonds
• investorclaw.portfolio_peer — peer comparison vs benchmark
• investorclaw.portfolio_setup — auto-discover portfolio files in

/data/portfolios/ inside the container

• investorclaw.portfolio_guardrails — view/configure educational-only

guardrails

Memory (mnemos.*)

• mnemos.search_memories — full-text + semantic search across

remembered observations

• mnemos.create_memory — record an observation about the user's

preferences, prior questions, or current investing context

• mnemos.list_memories — browse by category / date

What to ask — example queries

| Intent | Phrasing | |---|---| | Holdings | "What's in my portfolio?" • "Show me my positions" | | Performance | "How am I doing this year?" • "What's my Sharpe ratio?" | | Bonds | "Show me my bond exposure and yield-to-maturity" | | Allocation | "What's my sector exposure?" • "How concentrated am I?" | | Optimization | "Help me rebalance to a 60/40 target" | | Market data | "What's the current price of NVDA?" | | News | "Today's news on my holdings" | | Reports | "Generate today's EOD report" • "Prepare an advisor brief" | | Fresh data | "Prices moved — refresh before answering" → /refresh |

The first call after a cold cache may take 30–60 seconds while the deterministic pipeline builds the signed envelope. Subsequent calls reuse the cache.

Recommended model split

Claude Code uses the agent's own LLM — no external API key required.

• Narrative: Haiku 4.5 — fast, cheap, ~10× lower output cost than

Sonnet. With a clean signed envelope, narrative synthesis is mostly transcription, so the cheap model is sufficient.

• Validator: Sonnet 4.6 (default) or Opus 4.7 (escalation) — gates

the Haiku output for fabrication, mis-quoted numbers, and training-leak drift. Validator output is short (~1 K tokens), so the smart-model bill stays low.

Cost-shaped: cheap model on the long output, smart model on the short safety check. Total session cost on a 100-position portfolio typically lands well under $0.01.

How to use it

1. For portfolio questions: prefer /ask "". It's

deterministic and surfaces the structured ic_result envelope directly. Decorate the narrative if the user wants more context, but trust the engine's numbers — they are computed in code, not inferred.

1. For follow-up questions: call mnemos.search_memories first to

pull relevant prior observations (e.g., user's risk tolerance, prior discussions about specific holdings). Then call the appropriate investorclaw.* tool with that context in mind.

1. For "what changed" questions: call mnemos.search_memories for

prior portfolio summaries; compare against the current investorclaw.portfolio_holdings output.

1. After delivering an analysis: call mnemos.create_memory to

record any salient observations the user might want to remember (e.g., "User flagged BABA as a never-sell sentimental position during the 2026-04-30 review"). Don't over-record — only record what wouldn't be obvious from re-reading the data later.

1. When the user uploads a portfolio file: stage the attachment to

the bind-mounted portfolios/ directory (see top-level SKILL.md for the agent file-staging contract), then call portfolio_setup followed by portfolio_ask. Or direct the user to the dashboard at http://localhost:18092 if they prefer to drop files there directly.

Presentation rules

• Preserve quoted source text, numerical values, timestamps, and

freshness labels exactly.

• Never fabricate market, ticker, bond, news, or optimization data.
• If the engine's signed envelope lacks a requested fact, say

InvestorClaw did not provide it and quote the engine's limitation verbatim.

• If data looks stale, suggest /refresh before answering.

Important behaviors

• Deterministic at the data layer. The investorclaw tools compute

numbers in code. If a portfolio format isn't recognized, you'll get a structured error with detected columns and supported formats. Don't ask the LLM to disambiguate — surface the error and direct the user to the dashboard's column-mapping wizard at http://localhost:18092/portfolios/map.

• Educational only — never investment advice. All outputs include

a disclaimer envelope. Echo it when summarizing for the user. Do not recommend specific buys or sells.

• No money movement, no trades. This plugin cannot execute trades,

move money, place orders, or access brokerage accounts. If the user asks for any of those, decline and direct them to a licensed advisor.

• Local by default. MCP endpoint is on localhost:18090 (REST +

MCP); dashboard is on localhost:18092. If the user has deployed the service to a remote host (Tailscale VM, cloud), the URLs change but the tool surface is identical — the user edits the manifest's MCP server URL.

When the plugin can't reach the service

If investorclaw.* calls fail with connection errors, the user's Docker containers aren't running. Tell the user:

1. Open a terminal and run docker compose ps in ~/.investorclaw/
2. If containers aren't listed: cd ~/.investorclaw && docker compose up -d
3. If Docker itself isn't installed: see INSTALL.md for the prereq link
4. If the MCP servers still don't respond after docker compose up -d:

wait ~10 seconds for health checks, then retry

See INSTALL.md for the full bring-up sequence.

Install

Claude Code / Claude Desktop:

/plugin marketplace add argonautsystems/InvestorClaw
/plugin install investorclaw

OpenClaw / ZeroClaw / Hermes users: install via ClawHub:

clawhub install investorclaw

What this plugin does NOT do

• Does not install or execute any code on the agent side — it's a

manifest, this SKILL.md, and an MCP-server config write

• Does not download or execute portfolio data on the agent side
• Does not manage credentials (the engine reads broker CSVs the user

drops in the dashboard)

• Does not execute trades or move money
• Does not give investment advice

License + attribution

• This plugin (manifest, SKILL.md, INSTALL.md) is MIT-0-licensed.
• The InvestorClaw service it connects to is Apache 2.0, hosted at

github.com/argonautsystems/InvestorClaw and the runtime container at mnemos-os/ic-engine.

• The MNEMOS memory service is Apache 2.0, hosted at

mnemos-os/mnemos-rs.

> Powered by InvestorClaw (Apache 2.0). > This plugin is MIT-0-licensed.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: argonautsystems
• Source: argonautsystems/InvestorClaw
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.