BigHugger
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.

installs 8w
0
30-day movement
starts with the next reading
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bashPython
Host repository
AojdevStudio/Finance-Guru
Host stars
322
Host language
Python