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.
Parse and report retirement holdings from Vanguard and Fidelity CSV exports.
Install Retirement Syncing
$ npx skills add AojdevStudio/Finance-Guru --skill retirement-syncing -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install AojdevStudio/Finance-Guru retirement-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/retirement-syncing .claude/skills/retirement-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 "retirement-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing into .claude/skills/retirement-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "retirement-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/retirement-syncingType 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 retirement-syncing -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install AojdevStudio/Finance-Guru retirement-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/retirement-syncing .agents/skills/retirement-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 "retirement-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing into .agents/skills/retirement-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "retirement-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 retirement-syncing -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install AojdevStudio/Finance-Guru retirement-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/retirement-syncing .cursor/skills/retirement-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 "retirement-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing into .cursor/skills/retirement-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "retirement-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/retirement-syncing--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 retirement-syncing -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install AojdevStudio/Finance-Guru retirement-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/retirement-syncing .gemini/skills/retirement-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 "retirement-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing into .gemini/skills/retirement-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "retirement-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 retirement-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 retirement-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/retirement-syncing .github/skills/retirement-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 "retirement-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing into .github/skills/retirement-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "retirement-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 retirement-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 retirement-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/retirement-syncing .opencode/skills/retirement-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 "retirement-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing into .opencode/skills/retirement-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "retirement-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
retirement-syncing- GitHub stars
- 322
- Token cost
- ~1.6k tokens
- SKILL.md length
- 637 words
- Files
- 1
- Skills in repo
- 18
- Repo updated
- First seen
- Licence
- Custom licence
At a glance
Parse and report retirement holdings from Vanguard and Fidelity CSV exports.
- Works in 3 steps: Read All CSV Files → Aggregate Holdings by Ticker → Report the aggregated holdings
- Sync retirement
- SKILL.md covers Data source: CSV-only (no live…, Purpose, When to Use and Source Files, plus 7 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Retirement Syncing is an agent skill from AojdevStudio/Finance-Guru. Parse and report retirement holdings from Vanguard and Fidelity CSV exports. CSV-only by design — the Vanguard IRAs and Fidelity 401k are not connected in SnapTrade, so there is no live/DB path yet and no persistent destination. Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with imports/retirement/ files.
Its SKILL.md is about 1.6k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
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
- Sync retirement
- Update retirement
- Working with imports/retirement/ files
Example prompts
- “/retirement-syncing”
Requirements
- Python 3
Workflow steps
3 steps, taken from the step headings in SKILL.md.
- Read All CSV Files
- Aggregate Holdings by Ticker
- Report the aggregated holdings
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
No scripts in the folder and no shell commands in SKILL.md (its code samples are csv and python).
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
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
Retirement Syncing loads about 1.6k tokens when it runs. Until then it costs about 94 tokens; SKILL.md has 637 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 passed
The automated check found no risky patterns in SKILL.md.
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 637 words (~1,561 tokens).
“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…”
- name
- retirement-syncing
Files
Just SKILL.md in .claude/skills/retirement-syncing of AojdevStudio/Finance-Guru.
Open the folder on GitHubat commit 90c235e
Compare with similar skills
Retirement 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 |
|---|---|---|---|---|---|---|
| Retirement Syncing this skillAojdevStudio/Finance-Guru | 322 | — | ~1.6k | Automated safety check: Pass | 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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Categories
Questions about Retirement Syncing
What does Retirement Syncing do?
Parse and report retirement holdings from Vanguard and Fidelity CSV exports. Retirement Syncing is an agent skill from AojdevStudio/Finance-Guru. Parse and report retirement holdings from Vanguard and Fidelity CSV exports.
When should I use Retirement Syncing?
Retirement Syncing fits situations like: sync retirement; update retirement; working with imports/retirement/ files.
How do I install Retirement Syncing in Claude Code?
Run `npx skills add AojdevStudio/Finance-Guru --skill retirement-syncing -a claude-code`. Or copy the skill folder (.claude/skills/retirement-syncing in AojdevStudio/Finance-Guru) into .claude/skills/retirement-syncing in your project. Claude Code loads it when a task matches its description.
How do I install Retirement Syncing in Codex?
Run `npx skills add AojdevStudio/Finance-Guru --skill retirement-syncing -a codex`. Or copy the skill folder (.claude/skills/retirement-syncing in AojdevStudio/Finance-Guru) into .agents/skills/retirement-syncing in your project. Codex loads it when a task matches its description.
Can I use Retirement 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 retirement-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/retirement-syncing, .gemini/skills/retirement-syncing, .github/skills/retirement-syncing and .opencode/skills/retirement-syncing in your project.
What does Retirement Syncing need to run?
SKILL.md names no scripts, command-line tools or credentials: Retirement Syncing is instructions for the agent only. Our summary lists: Python 3.
Does Retirement Syncing access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Retirement Syncing safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Retirement Syncing use?
Retirement 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 Retirement Syncing use?
About 1.6k tokens (SKILL.md is roughly 6.2k 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 Retirement Syncing?
Skills that share tags, products or a category with Retirement 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 Retirement 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.