sk Skill · AojdevStudio
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.
Open on skills.sh ↗read 2026-09-17
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bashPython
- Host repository
- AojdevStudio/Finance-Guru
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- 322
- Host language
- Python