data-updater

To convert retirement portfolio CSV files into structured JSON, this Skill reads fund CSVs and outputs fund_data.json, fund_fees.json, and fund_classification.json. It validates the CSV input, performs a dry-run, archives previous outputs, and writes filtered results to the funds directory.

The best way to automate fund data transformation from CSV to JSON is using a phase-driven workflow that validates inputs, performs a dry-run, backs up existing files, and generates structured JSON artifacts. This eliminates manual data wrangling for fund fees and classifications.

No, this CSV to JSON converter does not require external Python libraries to process fund data. It relies on Python 3.10 or higher and uses only standard libraries to validate, filter, and write fund_data, fund_fees, and fund_classification JSON files.

Yes, you can filter retirement portfolio CSV data to only output investable funds. The conversion supports optional filtering via an investable_codes.json file, ensuring only specified fund codes are written to the final JSON outputs in the funds directory.

The fund data conversion process includes a dry-run and file backup step to validate CSV inputs and preserve existing outputs before writing new JSON files. It archives previous results in an all subdirectory, ensuring historical fund data is retained and preventing accidental data loss.