5 tagged finance-management, measured the same way as everything else here.
Skill Claude CodeCodex
Use when the user says "fetch bank data", "pull from bank", "fetch hapoalim", "fetch cal", "fetch credit card", "pull from cal", or any morning-equivalent. Pulls fresh transactions + balances from Bank Hapoalim and Cal via israeli-bank-scrapers, records private reconciliation observations in a sidecar notes file, and…
Skill Claude CodeCodex
Use when the user says "fetch investments", "fetch ibkr", "fetch interactive brokers", "pull portfolio", "fetch brokerage", "snapshot ibkr", or any portfolio-snapshot equivalent — and as the best-effort IBKR source inside sync-finance-data. The connector is only reachable from a signed-in Claude session, so a session…
Skill Claude CodeCodex
Use when the user says "sync finance", "daily sync", "run the morning sync", "fetch my finances", "ingest new docs", "run everything", or any full financial-data update. Runs all configured sources — bank/card fetch, IBKR, Drive/manual staging — then ingests and reconciles SQLite, refreshes deterministic market…