retirement-syncing
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/
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