retirement-syncing
✓Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.
Installation
SKILL.md
Safely import Vanguard and Fidelity retirement account CSV exports into the Google Sheets DataHub retirement section, updating only quantities (Column B).
| OfxDownload.csv | Vanguard IRAs | Account 39321600 & 35407271 holdings | | OfxDownload (1).csv | Vanguard Brokerage | Account 53527429 & 50580939 holdings | | PortfolioPositions.csv | Fidelity 401(k) | CBN 401(k) Plan holdings |
Retirement Section: Rows 46-62 (after the "RETIREMENT ACCOUNTS (VANGUARD)" header at row 45)
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files. Source: aojdevstudio/finance-guru.
Facts (cite-ready)
Stable fields and commands for AI/search citations.
- Install command
npx skills add https://github.com/aojdevstudio/finance-guru --skill retirement-syncing- Category
- {}Data Analysis
- Verified
- ✓
- First Seen
- 2026-02-01
- Updated
- 2026-02-18
Quick answers
What is retirement-syncing?
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files. Source: aojdevstudio/finance-guru.
How do I install retirement-syncing?
Open your terminal or command line tool (Terminal, iTerm, Windows Terminal, etc.) Copy and run this command: npx skills add https://github.com/aojdevstudio/finance-guru --skill retirement-syncing Once installed, the skill will be automatically configured in your AI coding environment and ready to use in Claude Code or Cursor
Where is the source repository?
https://github.com/aojdevstudio/finance-guru
Details
- Category
- {}Data Analysis
- Source
- skills.sh
- First Seen
- 2026-02-01