| name | fidelity-lots-export |
|---|---|
| description | Export every owned tax lot (purchase history) for each position in Fidelity's "All accounts" Positions view to one CSV (Ticker, Quantity, Avg. Cost Basis, Data Acquired, Cost basis total), using Playwright MCP driving Microsoft Edge with a session the user signed into themselves. Use when the user asks to export, scrape or download their Fidelity lots / cost basis / purchase history. |
Walks every position on https://digital.fidelity.com/ftgw/digital/portfolio/positions, opens each one's
"Purchase history" drawer, clicks Show all to list every lot, reads the lot table from the DOM, and writes
one CSV.