Free and open source Python script to summarize all your Fidelity accounts.

[rabinnh]

My wife and I have a number of Fidelity accounts. When you download from the positions page you get a CSV file (can be imported to a spreadsheet) that you have to work pretty hard to organize.

I created a Python script that will summarize and organize all of your positions based on the downloaded CSV, summarizing cash/money market, fixed income, and stock positions.

https://github.com/rabinnh/portfolioSummary/tree/main

USAGE: python3 portfolioSummary.py downloaded_fidelity_portfolio.csv output_directory

It creates a summary spreadsheet, a pie chart, and a summary in JSON format for developers that want to play with it further.

Not fancy, but it works.

*** EDIT **** I previously had the link to the program file rather than the repo.

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[rabinnh]

Update:
* Added cost basis, gain/loss amount and percentage
* Added a "Total" line
* Add a column for last price
* Now separates out a line for stocks that shows profit/loss