Retirement Account Syncing

by AojdevStudio

Retirement Account Syncing is a Data 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 Retirement Account Syncing

Copy Retirement Account 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/retirement-syncing ~/.claude/skills/retirement-syncing

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/retirement-syncing/SKILL.md in AojdevStudio/Finance-Guru
Installs to: ~/.claude/skills/retirement-syncing
Collection: One of 17 skills cataloged from this repository
Category: Data — 710 skills

What Retirement Account Syncing does

Retirement Account Syncing parses Vanguard and Fidelity retirement CSV exports and reports aggregated holdings by ticker. Use it when updating retirement accounts from files in imports/retirement/ or when a live sync path is unavailable.

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

Documentation

README

Excerpt

Retirement Account Syncing

Data source: CSV-only (no live path yet)

Unlike the other syncing skills, retirement accounts do not use the sync-first + DB-read pattern. The Vanguard IRAs / brokerage and the Fidelity 401(k) are not authorized in SnapTrade (only the one taxable-margin Fidelity account is routed in config/snaptrade-accounts.yaml). So there is no live API snapshot to refresh into family_office.db for these accounts, and CSV exports remain the only source. This is a deliberate, documented exception to the shared Sync-First + DB-Read pattern.

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

Frequently asked about Retirement Account Syncing

What else does AojdevStudio publish alongside Retirement Account Syncing?
Retirement Account 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 Retirement Account 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 Retirement Account Syncing compare to other Data skills?
Retirement Account Syncing ranks #622 by stars among the 710 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. 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 Retirement Account Syncing against them. Open each page to compare what they document and how they install.