Re: Mac Shortcut to scrape Fidelity trade history and convert to Beancount

This looks really cool David, particularly for scenarios of trying to get cost basis of really old accounts on Fidelity. Will have to try this soon. P.S. Regarding Fidelity CSV support while it's rather ugly code, I still tinker and use this https://github.com/savingsandloan/beancount_reds_impo

Re: Mac Shortcut to scrape Fidelity trade history and convert to Beancount

Related: there's a similar importer I have for screenscraped/copy-paste input from Vanguard here . Reason: Vanguard ofx does not include certain unsettled transactions (some stock trade

Re: Mac Shortcut to scrape Fidelity trade history and convert to Beancount

Yes, it did feel a little kludgy when I was creating it, but in the end the shortcut is just a few steps and the Python script is pretty simple. And it allowed me to capture the trade history for dozens of positions across six accounts in just a few minutes so for me was worth the effort. And it

Re: Mac Shortcut to scrape Fidelity trade history and convert to Beancount

that sounds rather complicated. i looked into doing both scraping and converting pdfs to text files to extract the transaction information but in both cases it was easier for me to type in the information into the csv format since i already had that mostly working (i'd have needed two or three

Re: Mac Shortcut to scrape Fidelity trade history and convert to Beancount

Thanks for sharing David. Added to contribs doc. On Thu, Apr 6, 2023 at 6:09 PM David Avraamides wrote: > For the subset of this group that uses both a Mac and uses Fidelity, I > wrote up a description of how I use a Shortcut to scrape trade history from > Fidelity’s website, run it through a P

Mac Shortcut to scrape Fidelity trade history and convert to Beancount

For the subset of this group that uses both a Mac and uses Fidelity, I wrote up a description of how I use a Shortcut to scrape trade history from Fidelity’s website, run it through a Python script to convert to Beancount’s ledger format, and then save it in the clipboard so I can paste it into