Financial Data Export Workflow

Structured process for exporting and analyzing multi-year brokerage transaction history when browser automation is blocked

vamseeachanta 3b0882a 785 B Updated

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Financial Data Export & Historical Analysis Workflow

When browser automation is blocked on financial sites (e.g., Fidelity), use manual CSV export + historical archive strategy: (1) Export current YTD transactions from the brokerage UI; (2) Locate historical transaction files already downloaded in data repo (e.g., achantas-data/_finance/fidelity/); (3) Build a parsing script that handles CSV format variations across years; (4) Aggregate transaction data to compute net positions, cost basis, and portfolio composition. This bypasses browser restrictions while enabling full multi-year analysis.

vamseeachanta/workspace-hub/tree/main/.agents/skills/workspace-hub/learned/financial-data-export-workflow commit 3b0882ac21

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