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data-updater

Converts retirement fund CSV data into JSON datasets for analysis and portfolio management.

33|10|Updated Jan 6, 2026
Search Tags:#validation#json#portfolio#csv#archiving#fund data#data updater
One-click install
npx skills add https://github.com/orientpine/honeypot --skill data-updater
Or copy as Structured Prompt for Agentโ–ผ
Please help me install this Agent Skill.
Skill: data-updater
Source: https://github.com/orientpine/honeypot/tree/main/plugins/investments-portfolio/skills/data-updater
Command: npx skills add https://github.com/orientpine/honeypot --skill data-updater

SYSTEM DOCUMENTATION & REQUIREMENTS

๐Ÿ’ก This Skill includes scripts (resource) components.

What problem does it solve?

This Skill automates converting retirement fund CSV data into ready-to-use JSON datasets, including fund_data.json, fund_fees.json, and fund_classification.json, with safe backups and optional deposit rate updates.

Core Features & Use Cases

  • CSV parsing and validation with header detection and encoding checks
  • Generate fund_data.json, fund_fees.json, and fund_classification.json with accurate _meta metadata and archival backups
  • Filter by investable_codes.json and support full all-funds generation when needed
  • Dry-run mode to preview outputs without writing files

Quick Start

Run the data-updater with your CSV file to generate fund_data.json, fund_fees.json, and fund_classification.json in the funds directory.

Frequently Asked Questions about data-updater

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I convert retirement fund CSV data into JSON for portfolio analysis?โ–ผ

You can convert retirement fund CSV data into JSON by running a deterministic Python 3.10+ workflow that parses CSV files and generates fund_data.json, fund_fees.json, and fund_classification.json datasets for portfolio management and analysis.

What's the best way to automate monthly fund data refreshes from CSV to JSON?โ–ผ

Automating monthly fund data refreshes involves using a script that applies header detection, encoding checks, and filtering by investable_codes to produce validated JSON datasets with archival history and _meta metadata for traceability.

Can I preview JSON output before overwriting my existing fund datasets?โ–ผ

Yes, you can preview JSON output using a dry-run mode that simulates the CSV to JSON conversion process without writing files, allowing you to validate changes before generating fund_data.json and archival backups.

Does the fund data updater require external Python packages or dependencies?โ–ผ

No, the fund data updater requires no external dependencies because it implements a deterministic Python 3.10+ workflow using the pure standard library, ensuring reliable CSV validation and JSON generation without package installation.

How do I filter fund CSV data to only include specific investable codes?โ–ผ

You can filter fund CSV data by providing an investable_codes.json file that the workflow references during processing, restricting JSON dataset generation to approved funds while also supporting full all-funds generation when needed.

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