portfolio-syncing

portfolio-syncing is a skill for Claude Code from AojdevStudio/Finance-Guru. It costs 64 tokens per session (1,493 once invoked), scanned A, original, no licence file.

A portfolio data updater that imports current positions and balances from SnapTrade into familyoffice.db. SnapTrade is a service that connects software to investment accounts.

In plain words
What is it for?
Refreshing holdings, cost basis, SPAXX balances, and margin information from connected Fidelity accounts.
Why use it?
It replaces stale spreadsheet or CSV data with a refreshed database snapshot and checks that the imported information is valid.

Skill for Claude Code

Written for Claude Code: installed under .claude/.

Part of the finance-guru plugin — 17 skills, 22 agents, 4 hooks shipped together

Good fit Refreshing holdings, cost basis, SPAXX balances, and margin information from connected Fidelity accounts.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/aojdevstudio/finance-guru/portfoliosyncing
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add AojdevStudio/Finance-Guru --skill portfoliosyncing
Clone the repo
git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru

Made for: Claude Code.

Or install finance-guru, the plugin that ships this one along with the rest of its 17 skills, 22 agents, 4 hooks.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for portfolio-syncing

README.md
[![agentmods](https://agentmods.dev/badge/skills/aojdevstudio/finance-guru/portfoliosyncing.svg)](https://agentmods.dev/skills/aojdevstudio/finance-guru/portfoliosyncing)
Your own site
<a href="https://agentmods.dev/skills/aojdevstudio/finance-guru/portfoliosyncing"><img src="https://agentmods.dev/badge/skills/aojdevstudio/finance-guru/portfoliosyncing.svg" alt="Measured on agentmods" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,493 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin unknown No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00064 $0.01493
Opus 5 $0.00032 $0.00746
Sonnet 5 $0.00013 $0.00299
Haiku 4.5 $0.00006 $0.00149

Measured 3d ago against content hash 8b9425d95cd6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

portfolio-syncing scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/PortfolioSyncing/SKILL.md · 129 lines

The source is not reproduced here

A licence we could not identify

The repository carries a LICENSE file, but it is custom or dual enough that GitHub cannot name it and neither can this catalogue. Unknown terms are not permission, so the body is not copied here. Read the licence at the source and decide for yourself.

Read it on GitHub

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago Changed · +34 lines 8b9425d95cd6
  2. 7d ago First seen · 95 lines · 64 tokens per session scan A 3facad0d3df5

Subscribe to this mod's changes

portfolio-syncing is a skill published in the GitHub repository AojdevStudio/Finance-Guru (317 stars, last pushed 4d ago), with no licence file. It adds 64 tokens to every session and 1,493 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

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