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update-merrill

Generate broker-import JSON configs and run commands for Merrill or Fidelity CSV exports.

Updated Aug 23, 2026
Search Tags:#automation#workflow#config#csv#fidelity#broker-import#merrill
One-click install
npx skills add https://github.com/sperezintexas/fintech-app --skill update-merrill
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: update-merrill
Source: https://github.com/sperezintexas/fintech-app/tree/main/.cursor/skills/update-merrill
Command: npx skills add https://github.com/sperezintexas/fintech-app --skill update-merrill

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prep a Merrill or Fidelity broker-import config for a new CSV export and reveal the exact command line to run, reducing manual setup.

Core Features & Use Cases

  • Generate a ready-to-use config file (activities-only or holdings + activities) with correct relative paths and broker settings.
  • Output the exact run command(s) for local development, preview, and production workflows.
  • Guidance on directory placement (data/merrill-test or data/fidelity-test) and accountRef mapping for imports.

Quick Start

Provide your new CSV filename and preferred broker, and I will generate the config and show the exact run commands.

Frequently Asked Questions about update-merrill

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

FAQPage Schema
How do I create a broker-import config for a new Merrill CSV export?▼

Provide your new CSV filename and preferred broker to generate a ready-to-run JSON config. It outputs correct relative paths for activities or holdings and broker settings for Merrill or Fidelity imports.

How do I get the exact run commands for importing Fidelity activities?▼

Generating a config also prints the exact broker-import commands for local, preview, and production workflows. This reduces manual setup when importing Fidelity activities or holdings.

Can I generate a config that imports both holdings and activities from a CSV?▼

Yes, you can generate a config for holdings and activities or activities-only. Specify your needs and the tool outputs a JSON config with correct relative paths and accountRef mapping.

Do I need to manually set the directory placement for Merrill test data?▼

No, the tool provides guidance on directory placement for your CSV exports. It recommends using data/merrill-test or data/fidelity-test directories and handles accountRef mapping for imports.

Does the generated config support both preview and production environments?▼

Yes, the generated config supports preview and production environments. It outputs the exact run commands for local, preview, and production workflows alongside your JSON config.

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