finances-snapshot

Capture current financial state and update prices.

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Install skill "finances-snapshot" with this command: npx skills add phrazzld/claude-config/phrazzld-claude-config-finances-snapshot

finances-snapshot

Capture current financial state and update prices.

Steps

  • Fetch latest prices: cd ~/Documents/finances && uv run python scripts/fetch_prices.py

  • If balance sheet CSVs are stale: ask user to export fresh ones from Copilot Money and drop them in ~/Documents/finances/

  • Capture snapshot: uv run python scripts/snapshot.py

What Gets Updated

  • data/prices/btc.jsonl — latest BTC price from CoinGecko

  • data/prices/gold.jsonl — gold spot via yfinance (GC=F)

  • data/prices/silver.jsonl — silver spot via yfinance (SI=F)

  • data/snapshots.jsonl — new net worth entry (assets, liabilities, BTC, breakdown)

  • data/liabilities.jsonl — current liability balances with APRs

Idempotent

Running twice on the same day is safe — snapshot.py skips if today already exists.

Source Transparency

This detail page is rendered from real SKILL.md content. Trust labels are metadata-based hints, not a safety guarantee.

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