# Financial Data Export Workflow

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

- Skill: `vamseeachanta/financial-data-export-workflow` (Agent Skill)
- Install (CLI): `npx skillmds@latest add vamseeachanta/financial-data-export-workflow`
- Raw SKILL.md: https://api.skillmd.com/api/skills/vamseeachanta/financial-data-export-workflow/raw
- Safety review: PASS (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: vamseeachanta (https://skillmd.com/u/vamseeachanta)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/vamseeachanta/financial-data-export-workflow

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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.