Agent Skills: portfolio-syncing

Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot. Reads live positions, cost basis, SPAXX, and margin from the DB (never a stale CSV). USE WHEN user mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity.

UncategorizedID: aojdevstudio/finance-guru/portfolio-syncing

Install this agent skill to your local

pnpm dlx add-skill https://github.com/aojdevstudio/finance-guru/portfolio-syncing

Skill Files

Browse the full folder contents for portfolio-syncing.

Download Skill

Loading file tree…

Select a file to preview its contents.