skills.rest
AojdevStudio
AojdevStudioCOMMUNITY
Explore all skills by this author →
Website𝕏@AOJDevStudioGitHub

retirement-syncing

Import Vanguard and Fidelity CSV exports into Google Sheets retirement sections.

317|108|Updated Oct 18, 2025
Search Tags:#csv#fidelity#retirement#syncing#vanguard#googlesheets#datahub
One-click install
npx skills add https://github.com/AojdevStudio/Finance-Guru --skill retirement-syncing
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: retirement-syncing
Source: https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/retirement-syncing
Command: npx skills add https://github.com/AojdevStudio/Finance-Guru --skill retirement-syncing

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Safely import Vanguard and Fidelity retirement CSV exports into the Google Sheets DataHub retirement section, updating only the quantity values while preserving the tickers and layout.

Core Features & Use Cases

  • Aggregates holdings across multiple accounts by ticker and writes the total to the designated retirement rows.
  • Validates that the expected CSV files exist and that tickers match the DataHub mapping before applying updates.
  • Triggers on common retirement actions (sync retirement, update retirement, vanguard sync, 401k update, IRA sync) and works with notebooks/retirement-accounts sources.

Quick Start

Run the retirement-syncing workflow to import retirement CSV exports and update the DataHub sheet with aggregated quantities.

Frequently Asked Questions about retirement-syncing

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

FAQPage Schema
How do I sync Vanguard and Fidelity CSV exports into Google Sheets?▼

The retirement sync process aggregates holdings across multiple accounts by ticker, updating only the quantity column in rows 46-62 of the DataHub while preserving the original ticker column intact.

How does aggregating retirement holdings across multiple accounts by ticker work?▼

The retirement sync process aggregates holdings across multiple accounts by ticker, calculating total quantities and writing them to designated retirement rows while leaving the ticker column intact.

What CSV files do I need to update retirement holdings in the DataHub?▼

You need Vanguard and Fidelity CSV exports placed in the notebooks/retirement-accounts directory. The workflow validates that expected files exist and tickers match DataHub mapping before applying updates.

Can I update 401k and IRA accounts without overwriting existing ticker symbols?▼

Yes, the workflow updates only the quantity column in the retirement section while leaving the ticker column intact, ensuring existing ticker symbols in your DataHub sheet are preserved during 401k and IRA syncs.

What commands trigger the retirement data update workflow?▼

The workflow triggers on keywords such as sync retirement, update retirement, vanguard sync, 401k update, and IRA sync, automatically processing CSV files from the notebooks/retirement-accounts directory.

Why does the retirement sync fail to update my Google Sheets DataHub?▼

The sync fails if expected CSV files are missing from notebooks/retirement-accounts or if tickers in the Vanguard and Fidelity exports do not match the DataHub mapping validation before applying updates.

Related Skills

Explore More Finance & Accounting Skills→
AojdevStudioAojdevStudio
317

PortfolioSyncing

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

Community
Advanced
luokai25luokai25

portfolio-management-expert

Creates asset allocation models and evaluates ETFs and funds for portfolios.

Community
Advanced
pynbj1001pynbj1001
4

fixed-income-portfolio

Computes portfolio-wide mining metrics and integrates with third-party systems for automated extraction workflows.

Community
Advanced
AlpacaLabsLLCAlpacaLabsLLC
304

product-enrich

Infer and standardize FF&E product category, color, material, and style tags from CSV or Google Sheets inputs.

Official
Advanced