find-latest-portfolio

Name: find-latest-portfolio
Availability: InStock
Author: rgbussell

Locate the newest Fidelity and Tastytrade portfolio CSV files in ~/Downloads.

Updated Aug 23, 2026

Search Tags:#portfolio #finder #downloads #latest #Tastytrade #Fidelity

One-click install

npx skills add https://github.com/rgbussell/pine_scripts --skill find-latest-portfolio

Or copy as Structured Prompt for Agent▼

Please help me install this Agent Skill.
Skill: find-latest-portfolio
Source: https://github.com/rgbussell/pine_scripts/tree/main/.claude/skills/find-latest-portfolio
Command: npx skills add https://github.com/rgbussell/pine_scripts --skill find-latest-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automatically finds the most recently downloaded portfolio CSV files from the ~/Downloads directory for both Fidelity and Tastytrade accounts. It returns both file paths for use in portfolio analysis and visualization workflows.

Core Features & Use Cases

Dual-file discovery: Locates Fidelity and Tastytrade exports.
Date-based freshness: Uses modification times to pick the newest files rather than relying on filenames.
Integration-ready: Returns file paths for use by portfolio-analysis or visualization tools.

Quick Start

From the skill directory, run: python tools/file_finder.py or python .claude/skills/find-latest-portfolio/tools/file_finder.py