fidelity-trade-parser
Turn messy Fidelity CSV exports into clean, structured trade logs for Excel, Google Sheets, or tax analysis.
- Convert Fidelity transaction strings into structured spreadsheet columns
- Extract strikers and expirations from complex option trade descriptions
- Normalize dividends, interest, and trade fees for tax preparation
Free
One-time purchase
fidelity-trade-parser
Turn messy Fidelity CSV exports into clean, structured trade logs for Excel, Google Sheets, or tax analysis.
Free
One-time purchase
Included in download
- Downloadable skill package
- 1 permission declared
- Instant install
About This Skill
Stop Wrestling with Messy Brokerage Exports
If you've ever tried to analyze a Fidelity Accounts_History.csv, you know the frustration. Detailed trade data is buried in verbose, unstructured strings like "YOU SOLD OPENING TRANSACTION PUT (IWM) ISHARES...". This skill solves the "dirty data" problem by instantly converting messy Fidelity exports into a structured, analysis-ready format.
What it does
The Fidelity Trade Parser acts as a specialized ETL (Extract, Transform, Load) engine for your financial data. It deep-scans every row of your export to extract hidden metadata that standard CSV readers miss. Unlike a simple regex prompt, this skill is built on a robust Python architecture designed to handle the specific quirks of Fidelity's reporting, including multi-line disclaimers and complex option symbology.
- Comprehensive Parsing: Extracts ticker, strike, expiration, and option type (Call/Put) from raw text.
- Transaction Normalization: Maps complex actions to clean categories like
SELL_OPEN,EXPIRED, orDIVIDEND. - Event Handling: Tracks assignments, exercises, interest, and even foreign tax payments.
- Clean Output: Generates a flat CSV perfect for Google Sheets, Excel, or custom Python trading scripts.
Why use this skill
Manual cleanup is error-prone and time-consuming. Prompting an AI to "clean this file" often results in hallucinations or missing rows when dealing with hundreds of trades. This skill provides a deterministic, repeatable process that ensures every cent and contract is accounted for accurately.
Use Cases
- Convert Fidelity transaction strings into structured spreadsheet columns
- Extract strikers and expirations from complex option trade descriptions
- Normalize dividends, interest, and trade fees for tax preparation
- Clean up messy CSV exports for import into Google Sheets or Excel
- Detect and flag option assignments and exercises throughout account history
How to Install
mkdir -p ~/.claude/skills && curl -sL https://www.agensi.io/api/install/fidelity-trade-parser | tar xz -C ~/.claude/skills/Free skills install directly. Paid skills require purchase - use the download button above after buying.
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