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update-merrill

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Create broker-import config and show run command.

Finance & Accounting#automation#workflow#config#csv#fidelity#broker-import#merrill
Authorsperezintexas
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Prep a Merrill or Fidelity broker-import config for a new CSV export and reveal the exact command line to run, reducing manual setup.

Core Features & Use Cases

  • Generate a ready-to-use config file (activities-only or holdings + activities) with correct relative paths and broker settings.
  • Output the exact run command(s) for local development, preview, and production workflows.
  • Guidance on directory placement (data/merrill-test or data/fidelity-test) and accountRef mapping for imports.

Quick Start

Provide your new CSV filename and preferred broker, and I will generate the config and show the exact run commands.

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: update-merrill
Download link: https://github.com/sperezintexas/fintech-app/archive/main.zip#update-merrill

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