Fi - A simple Python 3.9+ command-line application for managing Fidelity portfolios

Related tags

Testingpythonfinanceselenium
Overview

fi

license

fi is a simple Python 3.9+ command-line application for managing Fidelity portfolios.

Master, when you need to manage your portfolio, I calculate a 75% probability that fi will be helpful.

Warning

fi asks for manual confirmation: Place order [Y/n]

Pressing enter uses the default value Y meaning yes.

Use

  1. Install a browser driver.

  2. Clone fi:

    git clone https://github.com/qnevx/fi.git

  3. Install requirements:

    pip install -r requirements.txt

  4. Update config.ini with your own information.

  5. Run fi.py.

Recover from an error

If an error occurs in the middle of placing orders, delete the completed orders in the generated orders.csv file and run batch.py orders.csv.

Automatically check for an opportunistic rebalance

  1. Set the FROM_ADDR and PASSWORD variables in check.py to a Gmail login.

  2. Allow less secure apps in the Google account settings.

  3. Set the TO_ADDR variable to the target email address for notifications.

  4. Run fi.py at least once to generate shares.csv.

  5. Edit the paths in check.service.

  6. Run ./install to enable and start the systemd timer on Linux.

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Releases(v3.0.0)

  • v3.0.0(Jan 29, 2022)

    • Restore [Settings] in config.ini.
    • Add a browser setting in config.ini.
    • Add an interface preview in README.md.
    • Clarify summary and instructions in README.md.
    • Add %% contribution amount to keep a certain percentage of cash.
    Source code(tar.gz)
    Source code(zip)

  • v2.0.0(Jan 23, 2022)

    • Upgrade to fidelipy 2.0.0.
      • Replace Selenium with Playwright.
      • Manage downloads automatically.
    • Remove [Settings] from config.ini.
    • Update usage instructions in README.md.
    • Update batch.py ordering to match fi.py.
    • Fix positions .csv parsing with pending activity.
    Source code(tar.gz)
    Source code(zip)

  • v1.1.0(Jan 19, 2022)

  • v1.0.1(Jan 18, 2022)

    • Fix failure to find positions .csv file on Windows.
    • Disable ChromeDriver logging for cleaner output on Windows.
    • Specify installation of the Chrome driver in README.md.
    • Reformat changelog as Markdown.
    Source code(tar.gz)
    Source code(zip)

  • v1.0.0(Jan 10, 2022)

Owner
Darik Harter
Darik Harter
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Fi - A simple Python 3.9+ command-line application for managing Fidelity portfolios

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