Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports Fidelity (automated) with multi-broker planned. USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR ingest positions OR bring in positions OR downloaded from Fidelity OR working with Portfolio_Positions CSVs. Handles file ingestion from Downloads, position updates, SPAXX/margin validation, safety checks, and formula protection.
This skill does not declare a tool allowlist. The agent host applies whatever default tools are available at runtime.
SKILL.md / Manifest
https://raw.githubusercontent.com/aojdevstudio/finance-guru/main/.claude/skills/PortfolioSyncing/SKILL.mdRegistry
github (via claudemarketplaces.com)