View investment accounts, check portfolio, monitor positions, and research investments on Charles Schwab
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.
curl -sSL https://canifi.com/skills/schwab/install.sh | bash
Or manually:
cp -r skills/schwab ~/.canifi/skills/
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set SCHWAB_USERNAME "your-username"
Your credentials, your choice. Canifi LifeOS respects your privacy.
If you prefer not to share credentials with Claude Code:
If you're comfortable sharing credentials, you can store them locally:
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
User: "What's in my Schwab accounts?"
Claude: I'll check your Schwab accounts.
- Opens schwab.com via Playwright MCP
- Logs into account
- Returns account summary:
- Brokerage: $345,678.90
- Roth IRA: $123,456.78
- Schwab Checking: $12,345.67
- Schwab One: $5,678.90
- Total: $487,160.25
- Today: +$2,890.45 (+0.60%)
User: "Show my stock positions"
Claude: I'll display your holdings.
- Navigates to positions view
- Current positions:
- AAPL: 100 shares, $17,845 (+15.2%)
- MSFT: 50 shares, $18,956 (+22.4%)
- SCHD: 200 shares, $14,890 (+8.7%)
- SWTSX: $180,000 (index fund)
- Cash available: $45,678
- Margin available: $150,000
User: "Look up Nvidia on Schwab"
Claude: I'll research NVDA for you.
- Searches for NVDA
- NVIDIA Corporation
- Current price: $485.67
- 52-week range: $180 - $505
- Market cap: $1.2T
- P/E ratio: 65.4
- Schwab rating: A (Outperform)
- Analyst consensus: Strong Buy
After each interaction:
Suggest updates when: