home/categories/productivity-tools/aojdevstudio-finance-guru-claude-skills-retirement-syncing-skill-md
productivity-toolstools

retirement-syncing

Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.

AojdevStudio
maintainer
AojdevStudio
Обновлено 1/16/2026
Звёзды
245
Форки
62
quick start

Installation and usage

Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.

Установка
$ install --globalskills.sh
Использование

После установки вы можете использовать этот skill, выполнив следующую команду в терминале:

skills use retirement-syncing