Fidelity | Agent Skills Atlas

About this skill

Accesses brokerage and retirement account data from Fidelity Investments via Playwright with Chrome cookie authentication. Downloads account balances, current holdings with market values, portfolio performance (day/month/YTD/all-time), monthly statements, and tax documents (1099-R, 1099-B, 1099-DIV). Used by the wealth agent for investment review, net worth tracking, and tax document sync. Requires headless=False. Configure Chrome profile path in vault/wealth/config.md.

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Review, license & listing details

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Original listing metadata

Original name

fidelity

Original description

About this listing

Category: General
Reported license: MIT
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.