fidelity-api

About The Project

This project aims to create an easy to use API for Fidelity.

Utilizing Playwright, a controlled browser is created through the api allowing users to place order, gather account positions, nickname accounts, etc.

Supports 2FA!

Made with the help of Jinhui Zhen

Disclaimer

I am not a financial advisor and not affiliated with Fidelity in any way. Use this tool at your own risk. I am not responsible for any losses or damages you may incur by using this project. This tool is provided as-is with no warranty.

Donations

If you feel this project has saved you time or provided value to you, you can send me a donation using the badge below!

Getting Started

Install using pypi:

pip install fidelity-api

This package requires playwright. After installing fidelity-api, you will need to finish the install of playwright. You can do this in most cases by running the command:

playwright install

If you would like some more information on this, you can find it here.

Quickstart

The example below will:

• login to fidelity
• gather account holdings
• place an order for the first account number found

from fidelity import fidelity

browser = fidelity.FidelityAutomation(headless=False, save_state=False)

# Login
step_1, step_2 = browser.login(username="USER", password="PASS", save_device=True)
if step_1 and step_2:
    print("Logged in")
elif step_1 and not step_2:
    print("2FA code needed")
    code = input("Enter the code\n")
if browser.login_2FA(code):
    print("Logged in")
else:
    print("Browser not logged in")
    exit(1)

# Get accounts
account_info = browser.getAccountInfo()
accounts = account_info.keys()

# Test the transaction
success, errormsg = browser.transaction("INTC", 1, 'buy', accounts[0], True)
if success:
    print("Successfully tested transaction")
else:
    print(errormsg)

# Print withdrawal balance from each account
acc_dict = browser.get_list_of_accounts(set_flag=True, get_withdrawal_bal=True)
for account in acc_dict:
    print(f"{acc_dict[account]['nickname']}:  {account}: {acc_dict[account]['withdrawal_balance']}")

browser.close_browser()