/fetch-investments
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 step inside `daily-run`. The connector authenticates only in
$ npx -y skills add ya5huk/findash --skill fetch-investments --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/fetch-investments
Context preview
The summary Claude sees to decide when to auto-load this skill.
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 step inside `daily-run`. The connector authenticates only in
A Claude Code plugin for turning personal finance documents into an accurate SQLite-backed dashboard.
Repo: ya5huk/findash
Other skills on findash.
- /daily-run
Use when the user says "run the daily flow", "run the morning flow", "run everything", "fetch sync render", "do my finances", or any whole-routine equivalent — and the skill `scripts/run_daily.sh` invokes for the unattended daily cron job. Runs the full findash flow end-to-end
Open skill - /fetch-bank-data
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`, reasons about each source's
Open skill - /findash-doctor
Use when the user says "doctor", "finance doctor", "check finance setup", "what's missing", or any "is everything set up?" equivalent. Audits binaries, configs, secrets, npm deps, vendor assets, DB, live Drive connectivity, and Chromium profiles. Auto-fixes safe local gaps and
Open skill - /render-finance-dashboard
Use when the user says "render dashboard", "show my finances", "build the dashboard", or any morning-summary equivalent. Reads SQLite, fetches live prices/FX from Yahoo Finance, fills the HTML template, and writes a self-contained dashboard to `output/dashboard.html`.
Open skill - /setup
Use when the user says "set up findash", "onboard", "first-time setup", "get findash running", "configure findash", or is installing the plugin for the first time. Runs findash-doctor's safe auto-fixes, then guides the human through the steps only they can do — creating
Open skill - /sync-finance-data
Use when the user says "sync finance", "sync my finance", "ingest new docs", or any morning-update equivalent. Gathers new Drive drops into local staging (best-effort), ingests everything staged — bank fetch pairs + manual drops — into the SQLite database, sorts `dump/` drops
Open skill