Use when the user says "run the daily flow", "run the morning flow", "run everything", "fetch sync render", "do my finances", or any whole-routine equivalent — and the skill `scripts/run_daily.sh` invokes for the unattended daily cron job. Runs the full findash flow end-to-end (fetch → sync → render → deliver to Telegram).
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Skills in this kit
7 skills
Use when the user says "fetch bank data", "pull from bank", "fetch hapoalim", "fetch cal", "fetch credit card", "pull from cal", or any morning-equivalent. Pulls fresh transactions + balances from Bank Hapoalim and Cal via `israeli-bank-scrapers`, reasons about each source's data to attach observation tags + a sidecar notes file, and drops paired files into Drive `dump/` for the next `sync-finance-data` run to ingest.
Use when the user says "fetch investments", "fetch ibkr", "fetch interactive brokers", "pull portfolio", "fetch brokerage", "snapshot ibkr", or any portfolio-snapshot equivalent. Interactive-only — runs from a hands-on Claude session that has the official Interactive Brokers connector connected; it is NOT part of the unattended `daily-run` cron flow. Ingests the IBKR connector's trade history into the `trades` ledger on a user-mapped account (so it stops needing trade screenshots), plus a positions snapshot used for reconciliation + new-user bootstrap. Skips gracefully — best-effort, like a failed bank source — when the connector isn't connected.
Use when the user says "doctor", "finance doctor", "check finance setup", "what's missing", or any "is everything set up?" equivalent. Audits binaries, configs, secrets, npm deps, vendor assets, DB, live Drive connectivity, and Chromium profiles. Auto-fixes safe local gaps and prints exact commands for everything that needs human action.
Use when the user says "render dashboard", "show my finances", "build the dashboard", or any morning-summary equivalent. Reads SQLite, fetches live prices/FX from Yahoo Finance, fills the HTML template, and writes a self-contained dashboard to `output/dashboard.html`.
Use when the user says "set up findash", "onboard", "first-time setup", "get findash running", "configure findash", or is installing the plugin for the first time. Runs findash-doctor's safe auto-fixes, then guides the human through the steps only they can do — creating `.secrets/findash`, the rclone Google Drive OAuth, the Telegram bot, and the one-time bank-scraper browser seeding.
Use when the user says "sync finance", "sync my finance", "ingest new docs", or any morning-update equivalent. Triages files dropped in `dump/`, scans the Google Drive vault for new documents, parses each into structured rows in the SQLite database, and uploads the updated database back to Drive.