claude-multi-agent-investing: Command for Claude Code

/reconcile -- Corporate Action Sync

/trade records what you did. /reconcile catches what the market did to your holdings while you weren't looking -- dividends, DRIP, splits, spinoffs. Without this, holdings.json silently drifts from broker reality and every downstream analysis becomes wrong.

Advisory only. User confirms against broker statement before the file is touched.

When to run

• Monthly (dividends arrive monthly on Canadian banks, quarterly on US mega-cap)
• Before any /allocate-cash or /rebalance if last run was > 30 days ago
• After any announced split / spinoff / merger for a ticker you hold

Phase 1 -- Scope

Read holdings.json. For each account, note last_updated timestamp. Define the reconciliation window as [last_updated, today] per account.

Enumerate every unique ticker across all accounts.

Phase 2 -- Fetch corporate actions

The MCP server does NOT expose Ticker.actions directly (verified: 9 MCP tools, all get_*_info / get_historical_* variants). Use a Bash call into the MCP's own venv python:

# run via a Python env with yfinance available (e.g. the Yahoo Finance MCP venv)
python -c "
import yfinance as yf, json, sys, pandas as pd
ticker, since = sys.argv[1], sys.argv[2]  # since = YYYY-MM-DD
t = yf.Ticker(ticker)
df = t.actions  # DataFrame indexed by Date with Dividends, Stock Splits
df = df[df.index >= since]
out = [{'date': str(idx.date()), 'dividend': float(r.get('Dividends',0)), 'split': float(r.get('Stock Splits',0))}
       for idx, r in df.iterrows() if r.get('Dividends') or r.get('Stock Splits')]
print(json.dumps(out))
" {TICKER} {last_updated}

Per ticker event:

• Non-zero Stock Splits → note ratio (e.g. 10.0 = 10:1 forward split).
• Non-zero Dividends → per-share amount. Pull the ex-date price separately via mcp__yahoo-finance__get_historical_stock_prices for DRIP share-count math, and historical FX from CAD=X if a USD dividend lands in a CAD base-currency account (CRA rule).