PortfolioSyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.
Packaged view
This page reorganizes the original catalog entry around fit, installability, and workflow context first. The original raw source lives below.
Install command
npx @skill-hub/cli install aojdevstudio-finance-guru-portfoliosyncing
Repository
Skill path: .claude/skills/PortfolioSyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.
Open repositoryBest for
Primary workflow: Analyze Data & AI.
Technical facets: Full Stack, Data / AI.
Target audience: Development teams looking for install-ready agent workflows..
License: Unknown.
Original source
Catalog source: SkillHub Club.
Repository owner: AojdevStudio.
This is still a mirrored public skill entry. Review the repository before installing into production workflows.
What it helps with
- Install PortfolioSyncing into Claude Code, Codex CLI, Gemini CLI, or OpenCode workflows
- Review https://github.com/AojdevStudio/Finance-Guru before adding PortfolioSyncing to shared team environments
- Use PortfolioSyncing for development workflows
Works across
Favorites: 0.
Sub-skills: 0.
Aggregator: No.