Financial Data Export & Historical Analysis Workflow When browser automation is blocked on financial sites (e.g., Fidelity), use manual CSV export + historical archive strategy: (1) Export current YTD transactions from the brokerage UI; (2) Locate historical transaction files already downloaded in data repo (e.g., ); (3) Build a parsing script that handles CSV format variations across years; (4) Aggregate transaction data to compute net positions, cost basis, and portfolio composition. This bypasses browser restrictions while enabling full multi-year analysis. ---