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account-transaction

🔌Plugin

StenCTO/ayunit-plugins-marketplace

What it does

Custody activity loaders (UBS Miami, Morgan Stanley, BTG Offshore) plus batch fixers (duplicate-trade-reconcile, compromissada-fix, assetrelated-fix) for Portfolio.AccountTransaction.

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Part of

StenCTO/ayunit-plugins-marketplace

Installation

Add marketplace in Claude Code:

/plugin marketplace add https://github.com/StenCTO/ayunit-plugins-marketplace

Step 2. Install plugin:

/plugin install account-transaction@sten-ayunit

Last UpdatedJul 3, 2026

View on GitHub Back to Plugins

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StenCTO/ayunit-plugins-marketplace🏪Marketplace

Marketplace

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position🔌Plugin

Position monitoring & reconciliation for Portfolio.v_AccountPosition (book of record) against v_CustodyPosition (broker snapshot). Includes inception-position for seeding the first day of a newly-onboarded account. (Custody↔asset mapping in v_AssetCustody moved to the asset plugin.)

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routines🔌Plugin

Orchestrator skills (meta-skills) that chain leaf skills from account-transaction and position into daily/weekly backoffice routines. Designed for Claude Cowork Desktop scheduled tasks. First routine: daily-btg-offshore-routine.

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asset🔌Plugin

Security-master tools for Global.Asset and Portfolio.AssetCustody on the ayunit MCP. Registration-by-analogy with lookup-validation and duplicate gating. First skill: asset-register.