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cecilp
New Member

Can you extract data points from Fidelity Investments to excel that requires a password to access

Are there users that extract data points from Fidelity Investment to excel.  Fidelity requires a password to get to the data points.  

I have a list of tickers that I require data points from Fidelity.

Fidelity requires that each ticker be entered and then you get the data points.

I would like to automate this process and extract to excel for manipulation.

So the list will have to be accessed one by one and the entered in Fidelity.

I am not a programmer so I need this to be done via BI tool.

Thx

1 REPLY 1
v-kkf-msft
Community Support
Community Support

Hi @cecilp ,

 

Currently there is no official API for Fidelity, you can try to export data from the website and load it into excel.

 

https://www.fidelity.com/customer-service/faqs-exporting-account-information# 

vkkfmsft_0-1661484020067.png

 

Or you can consider the unofficial API.

 Unofficial Fidelity Investments REST API v1.0 

 

Best Regards,
Winniz

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