| 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.