skills/phrazzld/claude-config/finances-snapshot

finances-snapshot

SKILL.md

finances-snapshot

Capture current financial state and update prices.

Steps

  1. Fetch latest prices:
    cd ~/Documents/finances && uv run python scripts/fetch_prices.py
    
  2. If balance sheet CSVs are stale: ask user to export fresh ones from Copilot Money and drop them in ~/Documents/finances/
  3. 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.

Weekly Installs
8
GitHub Stars
5
First Seen
Feb 27, 2026
Installed on
gemini-cli8
opencode8
codebuddy8
github-copilot8
codex8
kimi-cli8