PortfolioSyncing
PortfolioSyncing
Safely import broker CSV position exports into the Google Sheets DataHub tab, ensuring data integrity, validating changes, and protecting sacred formulas.
Multi-Broker Support
Supported Brokers:
- ✅ Fidelity - Fully automated parsing
- ⚠️ Schwab, Vanguard, TD Ameritrade, E*TRADE, Robinhood - Manual mapping required (coming soon)
Broker Detection: Finance Guru automatically detects your broker from user-profile.yaml (set during onboarding). CSV parsing is tailored to your broker's format.
See: docs/broker-csv-export-guide.md for detailed export instructions per broker.
Workflow Routing
When executing a workflow, output the corresponding notification:
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