schwab
View investment accounts, check portfolio, monitor positions, and research investments on Charles Schwab
Installation
SKILL.md
Overview Enables Claude to access Charles Schwab to view investment accounts, check portfolio performance, monitor positions, and research stocks and funds. Note: Claude cannot execute trades.
Option 1: Manual Browser Login (Recommended) If you prefer not to share credentials with Claude Code:
Option 2: Environment Variables If you're comfortable sharing credentials, you can store them locally:
View investment accounts, check portfolio, monitor positions, and research investments on Charles Schwab Source: andrejones92/canifi-life-os.
Facts (cite-ready)
Stable fields and commands for AI/search citations.
- Install command
npx skills add https://github.com/andrejones92/canifi-life-os --skill schwab- Category
- </>Dev Tools
- Verified
- —
- First Seen
- 2026-02-01
- Updated
- 2026-02-18
Quick answers
What is schwab?
View investment accounts, check portfolio, monitor positions, and research investments on Charles Schwab Source: andrejones92/canifi-life-os.
How do I install schwab?
Open your terminal or command line tool (Terminal, iTerm, Windows Terminal, etc.) Copy and run this command: npx skills add https://github.com/andrejones92/canifi-life-os --skill schwab Once installed, the skill will be automatically configured in your AI coding environment and ready to use in Claude Code or Cursor
Where is the source repository?
https://github.com/andrejones92/canifi-life-os
Details
- Category
- </>Dev Tools
- Source
- user
- First Seen
- 2026-02-01