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retirement-syncing

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Automate retirement data updates to Google Sheets.

Finance & Accounting#csv#fidelity#retirement#syncing#vanguard#googlesheets#datahub
AuthorAojdevStudio
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Safely import Vanguard and Fidelity retirement CSV exports into the Google Sheets DataHub retirement section, updating only the quantity values while preserving the tickers and layout.

Core Features & Use Cases

  • Aggregates holdings across multiple accounts by ticker and writes the total to the designated retirement rows.
  • Validates that the expected CSV files exist and that tickers match the DataHub mapping before applying updates.
  • Triggers on common retirement actions (sync retirement, update retirement, vanguard sync, 401k update, IRA sync) and works with notebooks/retirement-accounts sources.

Quick Start

Run the retirement-syncing workflow to import retirement CSV exports and update the DataHub sheet with aggregated quantities.

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: retirement-syncing
Download link: https://github.com/AojdevStudio/Finance-Guru/archive/main.zip#retirement-syncing

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