Portfolio Syncing

by AojdevStudio

Portfolio Syncing is an Automation skill for Claude Code, published by AojdevStudio in Finance-Guru.

318 stars109 forkson AojdevStudio/Finance-GuruAdded 2026/09/03Repository updated 2026/09/03

View source on GitHub Download repo ZIP

ai-agentsclaude-codecodexfamily-officeopen-corepersonal-financeportfolio-analysispydanticpythonsqlite

Install in seconds

Install Portfolio Syncing

Copy Portfolio Syncing into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing ~/.claude/skills/PortfolioSyncing

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/AojdevStudio/Finance-Guru.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: .claude/skills/PortfolioSyncing/SKILL.md in AojdevStudio/Finance-Guru
Installs to: ~/.claude/skills/PortfolioSyncing
Collection: One of 17 skills cataloged from this repository
Category: Automation — 1754 skills

What Portfolio Syncing does

Portfolio Syncing refreshes positions and balances from SnapTrade into family_office.db and then validates the snapshot against safety thresholds. Use it when you need current holdings, cost basis, settled cash, or margin before analyzing a portfolio.

Portfolio Syncing is cataloged under Automation on DirSkills. Portfolio Syncing comes from a repository tagged ai-agents, claude-code, codex, family-office and open-core.

Documentation

README

Excerpt

PortfolioSyncing

Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot against safety thresholds before anyone reasons off it.

family_office.db is the system of record. The Google Sheets DataHub was retired 2026-07-31; there is no spreadsheet to push to and no gdrive MCP configured.

Step 0: Refresh (sync-first, mandatory)

Positions and balances come from the local DB, refreshed FIRST so it can never be stale. Follow the shared Sync-First + DB-Read pattern.

uv run python -m src.integrations.snaptrade.sync_db          # writes positions + balances
uv run python -m src.integrations.snaptrade.sync_db --show   # read back the snapshot

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Portfolio Syncing

What else does AojdevStudio publish alongside Portfolio Syncing?
Portfolio Syncing is one of 17 skills that DirSkills catalogs from AojdevStudio/Finance-Guru, the repository it ships in. Its siblings there include Compliance Scan, Dividend Tracking and Fin Guru Research. Each one is a separate skill with its own page in this directory, installs the same way Portfolio Syncing does, and is maintained by AojdevStudio in that same repository. The rest of the collection is listed on the AojdevStudio/Finance-Guru page.
How does Portfolio Syncing compare to other Automation skills?
Portfolio Syncing ranks #1400 by stars among the 1754 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Portfolio Syncing against them. Open each page to compare what they document and how they install.