Handle Blocked Financial Sites Workaround When browser automation tools are blocked on financial/brokerage sites (by design for security), use data export as the primary retrieval method. Request the user to manually export CSV files from the brokerage platform (transactions, positions, gains/losses) and save them locally or in a shared directory. If manual export isn't feasible, ask for a screenshot or direct copy-paste of table data. Never attempt to circumvent security blocks on sensitive financial sites—the restrictions prevent accidental trade execution or credential exposure. ---