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fetch-investmentslisted

Use when the user says "fetch investments", "fetch ibkr", "fetch interactive brokers", "pull portfolio", "fetch brokerage", "snapshot ibkr", or any portfolio-snapshot equivalent — and as the best-effort IBKR source inside `sync-finance-data`. The connector is only reachable from a signed-in Claude session, so a session without it skips with a warning. Attaches IBKR as a source feed to the matching logical brokerage account, ingests raw trade evidence without double-counting wrapper statements, and writes position/cash reconciliation snapshots. Skips gracefully when the connector isn't connected.
ya5huk/findash · ★ 19 · Data & Documents · score 77
Install: claude install-skill ya5huk/findash
# fetch-investments You pull a live portfolio from Interactive Brokers (IBKR) via the official connector and write it **directly into SQLite**. Trade history is raw evidence: each provider trade has a stable `source_events` identity, stays represented in `trades`, and supports exactly one economic `canonical_events` trade unless a provider row is explicitly an aggregate. A wrapper statement can support that same canonical event, so calculations count it once without deleting either observation. You also write positions/cash observations for reconciliation and history anchors. There is no staged file; live rows have `source_doc_id=NULL` but explicit feed provenance. You never touch Drive. **This supplements existing evidence; it does not replace or delete it.** Historical screenshots and wrapper statements stay attached to the same canonical events. The connector makes future screenshots unnecessary but never assumes that a same-date/same-amount row is automatically a duplicate. **Logical accounts are not feeds.** Each provider account gets an `account_feeds(provider='ibkr')` row attached to the logical account it describes. A wrapper broker and IBKR are usually two feeds for one account; creating a second account would double-count the portfolio. Distinct IBKR accounts may map separately when they are genuinely separate economic accounts. **Interactive auth, best-effort everywhere.** The IBKR connector is Anthropic's certified Interactive Brokers connector, added by the u