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financial-data

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Turn financial data into reliable insights fast

Data & Analytics#financial data#data validation#CSV import#multi-currency#risk metrics#IBKR
Authordseirz-rgb
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill ensures financial data is validated, cleaned, and consolidated to support accurate risk analysis and informed investment decisions.

Core Features & Use Cases

  • Data Validation & Cleaning: validate completeness and formats, normalize currencies, and remove duplicates across IBKR, Gmail, and Drive sources.
  • Risk Metrics Computation: compute VaR, maximum drawdown, and Sharpe ratio from historical performance for multi-currency portfolios.
  • Data Integration & Auditing: ingest data from IBKR Flex Query, email confirmations, and Drive CSVs, then upsert into a unified schema and maintain audit trails.

Quick Start

Upload IBKR data or CSV exports to begin automatic validation and risk metric calculations; the system will validate, normalize, and store results for immediate analysis.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: financial-data
Download link: https://github.com/dseirz-rgb/worker/archive/main.zip#financial-data

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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