fi
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
fiwill be helpful.
Warning
fiasks for manual confirmation:Place order [Y/n]Pressing enter uses the default value Y meaning yes.
Use
-
Clone
fi:git clone https://github.com/qnevx/fi.git -
Install requirements:
pip install -r requirements.txt -
Update
config.iniwith your own information. -
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
-
Set the
FROM_ADDRandPASSWORDvariables incheck.pyto a Gmail login. -
Allow less secure apps in the Google account settings.
-
Set the
TO_ADDRvariable to the target email address for notifications. -
Run
fi.pyat least once to generateshares.csv. -
Edit the paths in
check.service. -
Run
./installto enable and start the systemd timer on Linux.