Instrument Data To Allotrope
aws-samples/amazon-bedrock-agents-healthcare-lifesciences
Convert laboratory instrument output files (PDF, CSV, Excel, TXT) to Allotrope Simple Model (ASM) JSON format or flattened 2D CSV.
Refresh positions and balances from SnapTrade into familyoffice.db, then validate the snapshot.
Install Portfolio Syncing
$ npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install AojdevStudio/Finance-Guru portfolio-syncing --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/PortfolioSyncing .claude/skills/portfolio-syncing && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "portfolio-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing into .claude/skills/portfolio-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-syncing", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install AojdevStudio/Finance-Guru portfolio-syncing --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/PortfolioSyncing .agents/skills/portfolio-syncing && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "portfolio-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing into .agents/skills/portfolio-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-syncing", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install AojdevStudio/Finance-Guru portfolio-syncing --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/PortfolioSyncing .cursor/skills/portfolio-syncing && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "portfolio-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing into .cursor/skills/portfolio-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-syncing", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/AojdevStudio/Finance-Guru.git --path .claude/skills/PortfolioSyncing--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install AojdevStudio/Finance-Guru portfolio-syncing --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/PortfolioSyncing .gemini/skills/portfolio-syncing && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "portfolio-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing into .gemini/skills/portfolio-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-syncing", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install AojdevStudio/Finance-Guru portfolio-syncingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/PortfolioSyncing .github/skills/portfolio-syncing && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "portfolio-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing into .github/skills/portfolio-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-syncing", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install AojdevStudio/Finance-Guru portfolio-syncing --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/PortfolioSyncing .opencode/skills/portfolio-syncing && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "portfolio-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing into .opencode/skills/portfolio-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-syncing", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
portfolio-syncing- GitHub stars
- 322
- Token cost
- ~1.5k tokens
- SKILL.md length
- 673 words
- Files
- 2
- Skills in repo
- 18
- Repo updated
- First seen
- Licence
- Custom licence
At a glance
Refresh positions and balances from SnapTrade into familyoffice.db, then validate the snapshot.
- Works in 5 steps: Fewer tickers than the previous snapshot… → Any quantity change > 10% → Any cost basis change > 20% → …
- User mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity
- SKILL.md covers Step 0: Refresh (sync-first,…, Account Routing, Safety Gates and Cash Position Logic, plus 5 more sections
- Calls uv and sqlite3
What it does
Portfolio Syncing is an agent skill from AojdevStudio/Finance-Guru. Refresh positions and balances from SnapTrade into familyoffice.db, then validate the snapshot. Reads live positions, cost basis, SPAXX, and margin from the DB (never a stale CSV). USE WHEN user mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity.
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files (for example `workflows/IngestPositions.md`).
It sits in Documents & Office, covering CSV and tabular files. The repository describes itself as: Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.
When your agent uses it
- User mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity
- Tasks that involve CSV and tabular files
Example prompts
- “/portfolio-syncing”
Requirements
- Python 3
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- Fewer tickers than the previous snapshot (possible sales)
- Any quantity change > 10%
- Any cost basis change > 20%
- Margin balance jumped > $5,000 (unintentional draw)
- SPAXX discrepancy > $100 against the balances row
What it can do on your machine
Read from SKILL.md and the folder at commit 90c235e. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Shell commands in SKILL.md call:
uvsqlite3
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md. Its commands use uv, which can reach the network depending on how they are called.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Portfolio Syncing loads about 1.5k tokens when it runs. Until then it costs about 81 tokens; SKILL.md has 673 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check: notes
The automated check noted patterns worth knowing about, such as sudo or a known installer.
- NoteMentions a .env fileSKILL.md:115
- [ ] `SNAPTRADE_*` keys are present in `.env` - NoteMentions a .env fileSKILL.md:116
- [ ] `DATABASE_URL` is set in `.env`
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 673 words (~1,511 tokens).
“Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot against safety thresholds before anyone reasons off it.”
- name
- portfolio-syncing
Files
SKILL.md and 1 other file in .claude/skills/PortfolioSyncing of AojdevStudio/Finance-Guru.
- SKILL.md
- workflows/IngestPositions.md
Open the folder on GitHubat commit 90c235e
Compare with similar skills
Portfolio Syncing next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Portfolio Syncing this skillAojdevStudio/Finance-Guru | 322 | — | ~1.5k | Automated safety check: Notes | Custom licence | |
| Instrument Data To Allotropeaws-samples/amazon-bedrock-agents-healthcare-lifesciences | 274 | 2 repos | ~2.7k | Automated safety check: Pass | Apache-2.0 | |
| Sector Analysttradermonty/claude-trading-skills | 3k | 1 repos | ~2.3k | Automated safety check: Pass | MIT | |
| Cliare Artifact Reviewmodiqo/cliare | 469 | — | ~2.4k | Automated safety check: Pass | Apache-2.0 | |
| Convert Fileduckdb/duckdb-skills | 599 | 1 repos | ~720 | Automated safety check: Notes | MIT | |
| Research Integrity Auditxuzhougeng/wisp-science | 1k | — | ~2.6k | Automated safety check: Pass | AGPL-3.0 |
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Related
Categories
Questions about Portfolio Syncing
What does Portfolio Syncing do?
Refresh positions and balances from SnapTrade into familyoffice.db, then validate the snapshot. Portfolio Syncing is an agent skill from AojdevStudio/Finance-Guru.db, then validate the snapshot.
When should I use Portfolio Syncing?
Portfolio Syncing fits situations like: user mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity; tasks that involve CSV and tabular files.
How do I install Portfolio Syncing in Claude Code?
Run `npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a claude-code`. Or copy the skill folder (.claude/skills/PortfolioSyncing in AojdevStudio/Finance-Guru) into .claude/skills/portfolio-syncing in your project. Claude Code loads it when a task matches its description.
How do I install Portfolio Syncing in Codex?
Run `npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a codex`. Or copy the skill folder (.claude/skills/PortfolioSyncing in AojdevStudio/Finance-Guru) into .agents/skills/portfolio-syncing in your project. Codex loads it when a task matches its description.
Can I use Portfolio Syncing in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AojdevStudio/Finance-Guru --skill portfolio-syncing -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/portfolio-syncing, .gemini/skills/portfolio-syncing, .github/skills/portfolio-syncing and .opencode/skills/portfolio-syncing in your project.
What does Portfolio Syncing need to run?
Going by SKILL.md and its folder, Portfolio Syncing needs the command-line tools its instructions call (uv and sqlite3). Our summary lists: Python 3.
Does Portfolio Syncing access the network?
SKILL.md contains no URLs. Its commands use uv, which can reach the network depending on how they are called. This is read from the text; nothing was executed.
Is Portfolio Syncing safe to install?
Our automated static check of SKILL.md found notes only (mentions a .env file), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.
What licence does Portfolio Syncing use?
Portfolio Syncing has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.
How many tokens does Portfolio Syncing use?
About 1.5k tokens (SKILL.md is roughly 6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Portfolio Syncing?
Skills that share tags, products or a category with Portfolio Syncing: Instrument Data To Allotrope (aws-samples/amazon-bedrock-agents-healthcare-lifesciences, 274 stars), Sector Analyst (tradermonty/claude-trading-skills, 3k stars), Cliare Artifact Review (modiqo/cliare, 469 stars) and Convert File (duckdb/duckdb-skills, 599 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Portfolio Syncing?
AojdevStudio (a GitHub user) maintains it in AojdevStudio/Finance-Guru, which has 322 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 6, 2026.
Source: AojdevStudio/Finance-Guru on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.