portfolio-syncing

80 / 100 · Low risk

Fine to try. Some of what it can do is expected: a coding skill usually runs build and test commands.

By AojdevStudio/Finance-Guru (GitHub) · coding · 336 stars · scanned at commit fc18485

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.

Works with any agent that supports SKILL.md skills.

What this skill can do

Runs commands on your computer

The author does not mention this. It runs automatically when the plugin is installed. Expected for a coding skill.

Found in 5 places.

.claude/skills/PortfolioSyncing/SKILL.md, line 17uv run python -m src.integrations.snaptrade.sync_db # writes positions + balances
.claude/skills/PortfolioSyncing/SKILL.md, line 26uv run python -m src.integrations.refresh_all
.claude/skills/PortfolioSyncing/SKILL.md, line 44sqlite3 family_office.db \

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.claude/skills/PortfolioSyncing/SKILL.md, line 92uv run python -c "
hooks/hooks.json, line 8"command": "bun",

Changes files outside its own folder

The author does not mention this.

Found in 8 places.

.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 75mv ~/Downloads/Portfolio_Positions_MMM-DD-YYYY.csv imports/Portfolio_Positions_MMM-DD-YYYY.csv
.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 81mv "~/Downloads/Portfolio_Positions_MMM-DD-YYYY (1).csv" imports/Portfolio_Positions_MMM-DD-YYYY.csv
.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 91mv "~/Downloads/Portfolio_Positions_MMM-DD-YYYY.csv" imports/Dividend_Positions_MMM-DD-YYYY.csv

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.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 93mv "~/Downloads/Portfolio_Positions_MMM-DD-YYYY (1).csv" imports/Dividend_Positions_MMM-DD-YYYY.csv
.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 98mv "~/Downloads/Portfolio_Positions_Mar-06-2026 (1).csv" imports/Dividend_Positions_Mar-06-2026.csv
.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 107mv ~/Downloads/Balances_for_Account_{ACCOUNT_ID}.csv imports/Balances_for_Account_{ACCOUNT_ID}.csv
.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 113mv "~/Downloads/Balances_for_Account_{ACCOUNT_ID} (1).csv" imports/Balances_for_Account_{ACCOUNT_ID}.csv
.claude/skills/PortfolioSyncing/workflows/IngestPositions.md, line 115rm -f ~/Downloads/Balances_for_Account_{ACCOUNT_ID}.csv 2>/dev/null

Connects to the internet

The author does not mention this.

Found in 6 places.

.claude/agents/fg-builder.md, line 445. Before you fill a source gap, run the shared [paid MCP capability probe]({project-root}/.claude/skills/_shared/PaidMcpCapabilityProbe.md) for `perplexity` an
.claude/agents/fg-compliance-officer.md, line 343. Before you validate an external filing or issuer claim, run the shared [paid MCP capability probe]({project-root}/.claude/skills/_shared/PaidMcpCapabilityPro
.claude/agents/fg-dividend-specialist.md, line 323. Before external dividend-sustainability research, run the shared [paid MCP capability probe]({project-root}/.claude/skills/_shared/PaidMcpCapabilityProbe.md)

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.claude/agents/fg-market-researcher.md, line 292. Before external research, run the shared [paid MCP capability probe]({project-root}/.claude/skills/_shared/PaidMcpCapabilityProbe.md) for `exa` and `bright-d
.claude/agents/fg-quant-analyst.md, line 303. Before you collect external fundamentals or filings, run the shared [paid MCP capability probe]({project-root}/.claude/skills/_shared/PaidMcpCapabilityProbe.
.claude/agents/fg-strategy-advisor.md, line 334. Before you add current external assumptions, run the shared [paid MCP capability probe]({project-root}/.claude/skills/_shared/PaidMcpCapabilityProbe.md) for

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'portfolio-syncing' ] || [ -L ~/.agents/skills/'portfolio-syncing' ]; then echo 'A skill folder named portfolio-syncing already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/AojdevStudio/Finance-Guru' "$d" && git -C "$d" checkout --quiet 'fc18485c1c14dca025bff49bceb974cdf7068b9b' -- '.claude/skills/PortfolioSyncing' && mkdir -p ~/.agents/skills && cp -R "$d"/'.claude/skills/PortfolioSyncing' ~/.agents/skills/'portfolio-syncing' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'portfolio-syncing' ~/.claude/skills/'portfolio-syncing' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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Score history

Date	Version	Score
2026-11-11	`fc18485`	80
2026-11-08	`a7ff942`	100
2026-11-06	`a7ff942`	80