financial-data-export-workflow

name	financial-data-export-workflow
description	Structured process for exporting and analyzing multi-year brokerage transaction history when browser automation is blocked
version	1.0.0
source	auto-extracted
extracted	"2026-04-14T00:00:00.000Z"
metadata	{"tags":["finance","data-export","fidelity","portfolio-analysis"]}

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.