find-latest-portfolio
CommunityFind the freshest Fidelity and Tastytrade files.
Authorrgbussell
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automatically finds the most recently downloaded portfolio CSV files from the ~/Downloads directory for both Fidelity and Tastytrade accounts. It returns both file paths for use in portfolio analysis and visualization workflows.
Core Features & Use Cases
- Dual-file discovery: Locates Fidelity and Tastytrade exports.
- Date-based freshness: Uses modification times to pick the newest files rather than relying on filenames.
- Integration-ready: Returns file paths for use by portfolio-analysis or visualization tools.
Quick Start
From the skill directory, run: python tools/file_finder.py or python .claude/skills/find-latest-portfolio/tools/file_finder.py
Dependency Matrix
Required Modules
None requiredComponents
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: find-latest-portfolio Download link: https://github.com/rgbussell/pine_scripts/archive/main.zip#find-latest-portfolio Please download this .zip file, extract it, and install it in the .claude/skills/ directory.