Fetch Investments (Findash)
Pull IBKR trade history and positions into the findash SQLite ledger via the official connector.
Test report
- Verdict
- Works with setup
- Score
- Tested
- Jul 15, 2026
- Environment
- Claude Code 2.x (agent harness)
- Upstream re-checked
- Aug 10, 2026 · 543abf0
Genuinely sophisticated read-only ingestion logic (dedup keys, GBp/GBX minor-unit gotchas, cutoff-based incremental trade pulls) and the 'Anthropic-certified IBKR connector' claim checks out (confirmed via claude.com/connectors/interactive-brokers), but a bare `cp -r` of just this skill folder breaks its ../../docs/live-sources.md and ../../docs/sqlite-schema.md links and assumes a pre-existing data/finance.db built by the plugin's other skills.
Scored on four weighted criteria — install, triggering, output vs. baseline, docs. How scoring works
- Installs cleanly 4/5
- Triggers reliably 5/5
- Output vs. baseline 8/10
- Docs & honesty 5/5
What Fetch Investments (Findash) does
Drives Anthropic's certified Interactive Brokers connector to ingest brokerage trade history and a positions snapshot directly into the findash SQLite `trades`/`positions` tables, replacing manual trade screenshots. Triggers on phrases like 'fetch investments', 'fetch ibkr', 'pull portfolio', or as a best-effort step inside findash's daily-run; read-only, skips gracefully when the connector isn't connected.
How to install Fetch Investments (Findash)
git clone https://github.com/ya5huk/findash
mkdir -p ~/.claude/skills
cp -r findash/skills/fetch-investments ~/.claude/skills/fetch-investments
Skills live in ~/.claude/skills/ (global) or .claude/skills/
(per-project). Restart Claude Code after installing.
Commands — how to trigger Fetch Investments (Findash)
-
/fetch-investmentsPull IBKR trade history and positions into the findash SQLite ledger via the official connector.
It also activates on plain-language prompts like these:
-
Fetch my Interactive Brokers trades and update my ledger database -
Pull my current IBKR portfolio positions into my finance tracker -
Sync my brokerage trade history so I stop screenshotting statements
Frequently asked questions
- Is the Fetch Investments (Findash) skill free?
- Yes. The skill itself is free from ya5huk/findash. SkillProof publishes the install command and an independent test verdict at no cost.
- Does Fetch Investments (Findash) work with Claude Code?
- We tested it with Claude Code 2.x (agent harness) on Jul 15, 2026. Verdict: Works with setup. Genuinely sophisticated read-only ingestion logic (dedup keys, GBp/GBX minor-unit gotchas, cutoff-based incremental trade pulls) and the 'Anthropic-certified IBKR connector' claim checks out (confirmed via claude.com/connectors/interactive-brokers), but a bare `cp -r` of just this skill folder breaks its ../../docs/live-sources.md and ../../docs/sqlite-schema.md links and assumes a pre-existing data/finance.db built by the plugin's other skills.
- What is the Fetch Investments (Findash) SkillProof Score?
- 8.8/10 — installs cleanly 4/5, triggers reliably 5/5, output vs. baseline 8/10, docs & honesty 5/5.
- How do I install Fetch Investments (Findash)?
- Copy the install command from this page, run it in your terminal, and restart Claude Code. Skills live in ~/.claude/skills/ (global) or .claude/skills/ inside a project.
- Can I use Fetch Investments (Findash) with Cursor, Copilot, Gemini CLI, Codex or other AI tools?
- The SKILL.md format is native to Claude (Claude Code, Desktop, claude.ai). The instructions inside adapt to other assistants: Cursor rules, GitHub Copilot instructions, Windsurf rules, Custom GPTs, AGENTS.md for OpenAI Codex, and GEMINI.md for Google Gemini CLI — our conversion guides cover each, and the free converter on the tools page does the wrapping for you.