retirement-syncing

retirement-syncing is a skill for Claude Code, Codex from AojdevStudio/Finance-Guru. It costs 83 tokens per session (1,584 once invoked), scanned A, original, no licence file.

A workflow for reading retirement-account holdings from Vanguard and Fidelity CSV files. CSV is a plain table file commonly used to export data from another service.

In plain words
What is it for?
Use it to sync Vanguard IRAs and Fidelity 401(k) holdings from exported CSV files and produce a report.
Why use it?
It provides a defined way to update retirement holdings when those accounts are not connected to the live account system.

Skill for Claude CodeCodex

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

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.

agentmods
npx agentmods add skills/aojdevstudio/finance-guru/retirement-syncing
Any agent
npx skills add AojdevStudio/Finance-Guru --skill retirement-syncing
Clone the repo
git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru

Made for: Claude Code, Codex.

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 retirement-syncing

README.md
[![agentmods](https://agentmods.dev/badge/skills/aojdevstudio/finance-guru/retirement-syncing.svg)](https://agentmods.dev/skills/aojdevstudio/finance-guru/retirement-syncing)
Your own site
<a href="https://agentmods.dev/skills/aojdevstudio/finance-guru/retirement-syncing"><img src="https://agentmods.dev/badge/skills/aojdevstudio/finance-guru/retirement-syncing.svg" alt="Measured on agentmods" height="20"></a>
Per session 83 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,584 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00083 $0.01584
Opus 5 $0.00042 $0.00792
Sonnet 5 $0.00017 $0.00317
Haiku 4.5 $0.00008 $0.00158

Measured yesterday against content hash dc78c74b2d75, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

retirement-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 yesterday.

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/retirement-syncing/SKILL.md · 178 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

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. yesterday Changed · -2 tokens per session dc78c74b2d75
  2. 5d ago First seen · 178 lines · 85 tokens per session scan A 7690500bf732

Subscribe to this mod's changes

retirement-syncing is a skill published in the GitHub repository AojdevStudio/Finance-Guru (317 stars, last pushed 2d ago), with no licence file. It adds 83 tokens to every session and 1,584 once invoked, about $0.0004 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.

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