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It looks nice, but unfortunately Fidelity's CSV exports don't seem to be particularly cooperative AFAICT, which limits how much I'd be able to use this. Haven'
by yellowapple 2y ago
It looks nice, but unfortunately Fidelity's CSV exports don't seem to be particularly cooperative AFAICT, which limits how much I'd be able to use this. Haven't tried my other accounts yet.
It'd be nice if there was an actual standard for this sort of thing (incl. an API for automatically retrieving new transactions), and if banks and brokerages and such could be depended upon to actually use it.
- ryandrake 2y agoThere is a standard, called OFX[1], but support among financial institution is spotty, unfortunately. 1: https://en.wikipedia.org/wiki/Open_Financial_Exchange https://en.wikipedia.org/wiki/Open_Financial_Exchange
- TuringNYC 2y ago>> Fidelity's CSV exports don't seem to be particularly cooperative AFAICT Not to mention, Fidelity's site seems broken over half the typical days, especially with products like Basket Trades. Baskets broken. No cost basis. No quotes...not even during market hours. Insane.
- zburatorul 2y agoFidelity supports ofx downloads which makes the process easier than clicking buttons in a browser. OFX is very detailed, and ofx to cab conversion is solved I think.