It looks nice, but unfortunately Fidelity's CSV exports don't seem to be particularly cooperative AFAICT, which limits how much I'd be able to use this. Haven't tried my other accounts yet.
It'd be nice if there was an actual standard for this sort of thing (incl. an API for automatically retrieving new transactions), and if banks and brokerages and such could be depended upon to actually use it.
>> Fidelity's CSV exports don't seem to be particularly cooperative AFAICT
Not to mention, Fidelity's site seems broken over half the typical days, especially with products like Basket Trades. Baskets broken. No cost basis. No quotes...not even during market hours. Insane.
Fidelity supports ofx downloads which makes the process easier than clicking buttons in a browser. OFX is very detailed, and ofx to cab conversion is solved I think.
It'd be nice if there was an actual standard for this sort of thing (incl. an API for automatically retrieving new transactions), and if banks and brokerages and such could be depended upon to actually use it.