From terminalq
Import or update portfolio data from brokerage statements, CSVs, or pasted text
npx claudepluginhub fakoli/terminalq --plugin terminalqHelp the user import financial data into TerminalQ's private data directory (`~/.terminalq/`). **Data directory**: All private reference data lives in `~/.terminalq/` (outside the git repo, never committed). If no type is specified, show what files exist in `~/.terminalq/` and their last-modified dates, then ask what the user wants to update. ## For each type: ### holdings Target: `~/.terminalq/portfolio-holdings.md` Ask the user to paste their brokerage statement data. Accept any of these formats: - **CSV** from Fidelity, Schwab, or other brokerages (parse columns automatically) - *...
Help the user import financial data into TerminalQ's private data directory (~/.terminalq/).
Data directory: All private reference data lives in ~/.terminalq/ (outside the git repo, never committed).
If no type is specified, show what files exist in ~/.terminalq/ and their last-modified dates, then ask what the user wants to update.
Target: ~/.terminalq/portfolio-holdings.md
Ask the user to paste their brokerage statement data. Accept any of these formats:
Convert to the expected markdown format:
# Portfolio Holdings (as of [DATE])
## [Account Name] ([ID])
| Symbol | Name | Shares | Cost Basis | Market Value | Unrealized G/L |
| ------ | ------------------------------- | ------ | ---------- | ------------ | -------------- |
| VTI | Vanguard Total Stock Market ETF | 100 | $25,000.00 | $28,500.00 | $3,500.00 |
Group by account. Calculate Unrealized G/L if not provided (Market Value - Cost Basis).
Write the result to ~/.terminalq/portfolio-holdings.md.
Target: ~/.terminalq/rsu-schedule.md
Ask the user to provide their RSU grant details: grant date, total value, vesting schedule (cliff + monthly/quarterly). Generate the markdown table with dates and estimated values.
Target: ~/.terminalq/accounts.md
Ask for account inventory: institution, type, last 4 digits of account number, advisor.
Target: ~/.terminalq/watchlist.md
Ask for symbols to watch. Accept a comma-separated list or one per line. Optionally add notes. Use terminalq_get_company_profile to auto-fill company names.
Target: ~/.terminalq/etf-classifications.md
Read the current portfolio holdings, identify all ETF symbols, and auto-classify them using terminalq_get_company_profile for each. Map to asset classes (Equity, Fixed Income, Cash) and regions (US, International, EM). Write the classification table.
~/.terminalq/, never to the repo's reference/ directory~/.terminalq/[file].backup)