finances-snapshot

Original：🇺🇸 English

Translated

Capture current financial state into the append-only ledger at ~/Documents/finances/. Updates prices (BTC, gold, silver), reads current balance sheet CSVs, and appends a timestamped snapshot to data/snapshots.jsonl and data/liabilities.jsonl. Use when: updating financial records, after exporting new balance sheets, weekly or monthly financial check-ins, tracking net worth. Keywords: net worth, balance sheet, snapshot, financial update, update finances, capture finances, record net worth.

2installs

Sourcephrazzld/claude-config

Added on2026-03-01

NPX Install

npx skill4agent add phrazzld/claude-config finances-snapshot

SKILL.md Content

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finances-snapshot

Capture current financial state and update prices.

Steps

Fetch latest prices:

bash

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:
bash
```
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.

finances-snapshot

NPX Install

Tags

SKILL.md Content

finances-snapshot

Steps

What Gets Updated

Idempotent