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AojdevStudio
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PortfolioSyncing

Import Fidelity CSV exports and synchronize them with Google Sheets DataHub.

317|108|Updated Oct 18, 2025
Search Tags:#portfolio#csv#google-sheets#fidelity#data-sync#broker-import
One-click install
npx skills add https://github.com/AojdevStudio/Finance-Guru --skill portfoliosyncing
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: PortfolioSyncing
Source: https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/PortfolioSyncing
Command: npx skills add https://github.com/AojdevStudio/Finance-Guru --skill portfoliosyncing

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Import Fidelity CSV exports and sync them with Google Sheets DataHub to ensure portfolio data stays current, accurate, and protected from manual errors.

Core Features & Use Cases

  • Multi-broker support with Fidelity fully automated parsing and future-ready mappings for Schwab, Vanguard, and others.
  • Broker detection from user-profile.yaml to tailor CSV parsing and routing workflows.
  • Safe, auditable updates to Google Sheets: compare CSVs with the sheet, flag discrepancies, and enforce guardrails before applying changes.
  • Use Case: after downloading a Fidelity Portfolio_Positions CSV, run the PortfolioSyncing workflow to refresh the DataHub while preserving formulas.

Quick Start

Run the PortfolioSyncing workflow after downloading the Fidelity Portfolio_Positions and Balances CSVs to refresh DataHub.

Frequently Asked Questions about PortfolioSyncing

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

FAQPage Schema
How do I sync Fidelity portfolio CSV exports to Google Sheets?▼

To sync Fidelity portfolio CSV exports to Google Sheets, run the SyncPortfolio workflow after downloading your Portfolio_Positions and Balances CSVs to automatically import, parse, and reconcile the data into your DataHub sheet.

What is the safest way to update portfolio data in Google Sheets without overwriting formulas?▼

Safe portfolio data updates in Google Sheets require comparing imported CSVs with existing sheet data, flagging discrepancies, and enforcing guardrails that update only writable columns A, B, and G while preserving formulas.

Can I import broker data from Schwab or Vanguard, or is it only for Fidelity CSVs?▼

Fidelity CSV parsing is fully automated, while future-ready mappings are included for Schwab and Vanguard. The workflow detects your broker from user-profile.yaml to tailor CSV parsing and routing accordingly.

How do I reconcile cash and margin balances from a Fidelity CSV export?▼

To reconcile cash and margin balances, the synchronization workflow imports your Balances CSV and applies updates specifically to mandatory cash and margin rows within the Google Sheets DataHub.

Do I need a user-profile.yaml file to route the portfolio sync workflow?▼

Yes, a user-profile.yaml file is required. The workflow detects your broker type from this file to apply the correct broker-specific CSV parsing rules and route the SyncPortfolio workflow properly.

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