Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.
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Skill Details
GitHub Stars
274
GitHub Forks
75
Created
Jan 2026
Last Updated
6 months ago
tools
tools finance investment
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