handle-blocked-financial-sites-workaround

name	handle-blocked-financial-sites-workaround
description	Workflow for accessing financial account data when browser automation is blocked on brokerage sites
version	1.0.0
source	auto-extracted
extracted	"2026-04-13T00:00:00.000Z"
metadata	{"tags":["browser-automation","financial-data","workaround","security"]}

Handle Blocked Financial Sites Workaround

When browser automation tools are blocked on financial/brokerage sites (by design for security), use data export as the primary retrieval method. Request the user to manually export CSV files from the brokerage platform (transactions, positions, gains/losses) and save them locally or in a shared directory. If manual export isn't feasible, ask for a screenshot or direct copy-paste of table data. Never attempt to circumvent security blocks on sensitive financial sites—the restrictions prevent accidental trade execution or credential exposure.