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Andy-HNU
Andy-HNUCOMMUNITY
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snapshot_importer

Convert portfolio screenshots into structured candidate snapshots via vision and OCR.

Updated Mar 9, 2026
Search Tags:#automation#workflow#ocr#portfolio#screenshot#data-extraction#vision-model
One-click install
npx skills add https://github.com/Andy-HNU/AndyClaw --skill snapshot-importer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: snapshot_importer
Source: https://github.com/Andy-HNU/AndyClaw/tree/main/projects/investment/skills/snapshot_importer
Command: npx skills add https://github.com/Andy-HNU/AndyClaw --skill snapshot-importer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill converts daily portfolio screenshots into structured candidate snapshots for validation and syncing with portfolio_editor, reducing manual data entry and error.

Core Features & Use Cases

  • Vision-first extraction: Applies a vision model to identify holdings data from screenshots, with OCR as a fallback.
  • Workflow orchestration: Automatically routes raw results to portfolio_editor for validation and syncs, with optional price refresh and review triggers.
  • Omni-channel input: Accepts local files or Telegram attachments, merging multiple images when provided.

Quick Start

Import today's portfolio screenshots (from local files or Telegram) to generate structured candidate snapshots ready for syncing.

Frequently Asked Questions about snapshot_importer

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

FAQPage Schema
How do I convert daily portfolio screenshots into structured data automatically?▼

To convert daily portfolio screenshots into structured data, this Skill applies a vision model to identify holdings data and generate structured candidate snapshots ready for validation and syncing.

Can I import portfolio screenshots sent via Telegram attachments?▼

Yes, you can import portfolio screenshots sent via Telegram attachments. The Skill accepts omni-channel inputs, merging multiple images from local files or Telegram to create structured candidate snapshots.

Does the screenshot data extraction use OCR or a vision model?▼

The screenshot data extraction uses a vision model as the primary extractor to identify holdings data, with OCR serving as a fallback mechanism if the vision model encounters issues.

What is the best way to automate daily portfolio holdings data entry from images?▼

The best way to automate daily portfolio holdings data entry from images is using this Skill's workflow orchestration, which routes raw visual extraction results directly to portfolio_editor for validation and syncing.

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