Retirement Account Syncing

Purpose

Safely import Vanguard and Fidelity retirement account CSV exports into the Google Sheets DataHub retirement section, updating only quantities (Column B).

When to Use

Use this skill when:

• Syncing retirement account positions from notebooks/retirement-accounts/
• User mentions: "sync retirement", "update retirement", "vanguard sync", "401k update", "IRA sync"
• Working with files in notebooks/retirement-accounts/ directory

Source Files

Location: notebooks/retirement-accounts/