PortfolioSyncing

Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot against safety thresholds before anyone reasons off it.

family_office.db is the system of record. The Google Sheets DataHub was retired 2026-07-31; there is no spreadsheet to push to and no gdrive MCP configured.

Step 0: Refresh (sync-first, mandatory)

Positions and balances come from the local DB, refreshed FIRST so it can never be stale. Follow the shared Sync-First + DB-Read pattern.

uv run python -m src.integrations.snaptrade.sync_db          # writes positions + balances
uv run python -m src.integrations.snaptrade.sync_db --show   # read back the snapshot

Completion criterion: the positions and balances tables carry this run's synced_at. Everything downstream reads the DB, not a CSV.

To refresh positions, transactions, and bank expenses together: