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fidelity

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Original

English
🇨🇳

Translation

Chinese

Fidelity Skill

Fidelity Skill

Overview

概述

Enables Claude to access Fidelity to view investment accounts, check portfolio performance, monitor retirement accounts, and research investment options. Note: Claude cannot execute trades.
使Claude能够访问Fidelity以查看投资账户、检查投资组合表现、监控退休账户以及研究投资选项。注意：Claude无法执行交易。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/fidelity/install.sh | bash
Or manually:
bash
cp -r skills/fidelity ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/fidelity/install.sh | bash
或手动安装：
bash
cp -r skills/fidelity ~/.canifi/skills/

Setup

设置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set FIDELITY_USERNAME "your-username"
undefined
canifi-env set FIDELITY_USERNAME "your-username"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭证，您做主。Canifi LifeOS尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录服务
  3. Claude将使用您的已认证会话，且绝不会看到您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在您的本地机器上访问，绝不会被传输。

Capabilities

功能

  • View all linked Fidelity accounts
  • Check portfolio value and performance
  • Monitor 401k and IRA balances
  • Research mutual funds and ETFs
  • View dividend history
  • Check contribution limits and progress
  • 查看所有关联的Fidelity账户
  • 检查投资组合价值与表现
  • 监控401k和IRA账户余额
  • 研究共同基金和ETF
  • 查看股息历史
  • 检查缴款限额与进度

Usage Examples

使用示例

Example 1: Check Account Balances

示例1：查看账户余额

User: "What are my Fidelity balances?"
Claude: I'll check your Fidelity accounts.
- Opens fidelity.com via Playwright MCP
- Logs into account
- Returns account summary:
  - Brokerage: $125,678.90
  - Roth IRA: $67,890.12
  - 401(k): $234,567.89
  - HSA: $8,765.43
- Total: $436,902.34
- Today's change: +$2,345.67 (+0.54%)
用户：“我的Fidelity账户余额是多少？”
Claude：我将为您查看Fidelity账户。
- 通过Playwright MCP打开fidelity.com
- 登录账户
- 返回账户摘要：
  - 经纪账户：$125,678.90
  - Roth IRA：$67,890.12
  - 401(k)：$234,567.89
  - HSA：$8,765.43
- 总计：$436,902.34
- 今日变动：+$2,345.67（+0.54%）

Example 2: Check 401k Performance

示例2：查看401k表现

User: "How's my 401k doing?"
Claude: I'll check your 401k account.
- Navigates to 401k section
- Balance: $234,567.89
- YTD return: +12.3%
- Contributions this year: $18,500
- Employer match: $5,550
- Remaining contribution room: $4,500
- Asset allocation: 80% stocks, 20% bonds
用户：“我的401k表现如何？”
Claude：我将为您查看401k账户。
- 导航至401k板块
- 余额：$234,567.89
- 年初至今回报率：+12.3%
- 本年度缴款：$18,500
- 雇主匹配缴款：$5,550
- 剩余缴款额度：$4,500
- 资产配置：80%股票，20%债券

Example 3: Research Fund

示例3：研究基金

User: "Tell me about FXAIX"
Claude: I'll look up that Fidelity fund.
- Searches for FXAIX
- Fidelity 500 Index Fund
- Expense ratio: 0.015%
- 5-year return: 11.2% annualized
- Morningstar rating: 5 stars
- Minimum investment: $0
- Tracks S&P 500 index
用户：“告诉我关于FXAIX的信息”
Claude：我将为您查询该Fidelity基金。
- 搜索FXAIX
- Fidelity 500指数基金
- 费用比率：0.015%
- 5年回报率：年化11.2%
- 晨星评级：5星
- 最低投资：$0
- 追踪标普500指数

Authentication Flow

认证流程

  1. Navigate to fidelity.com via Playwright MCP
  2. Enter username
  3. Enter password
  4. Handle security questions or 2FA
  5. May require VIP Access or Symantec token
  6. Maintain session for account access
  1. 通过Playwright MCP导航至fidelity.com
  2. 输入用户名
  3. 输入密码
  4. 处理安全问题或双因素认证（2FA）
  5. 可能需要VIP Access或Symantec令牌
  6. 维持会话以访问账户

Error Handling

错误处理

  • Login Failed: Retry, check username format
  • 2FA Required: Complete VIP Access or SMS
  • Account Locked: Direct to Fidelity support
  • Session Expired: Re-authenticate (security)
  • Rate Limited: Wait 2 minutes, retry
  • Market Closed: Show last closing values
  • 登录失败：重试，检查用户名格式
  • 需要2FA：完成VIP Access或短信验证
  • 账户锁定：引导至Fidelity支持
  • 会话过期：重新认证（出于安全考虑）
  • 速率限制：等待2分钟后重试
  • 市场休市：显示上次收盘价值

Self-Improvement Instructions

自我改进说明

After each interaction:
  • Track portfolio performance queries
  • Note common fund research patterns
  • Log contribution tracking accuracy
  • Document UI changes
Suggest updates when:
  • Fidelity updates interface
  • New account types added
  • Research tools change
  • Auth requirements update
每次交互后：
  • 追踪投资组合表现查询
  • 记录常见基金研究模式
  • 记录缴款追踪的准确性
  • 记录UI变更
在以下情况时建议更新：
  • Fidelity更新界面
  • 添加新账户类型
  • 研究工具变更
  • 认证要求更新

Notes

注意事项

  • Claude CANNOT execute trades
  • All access is read-only for security
  • VIP Access app may be required for 2FA
  • BrokerageLink for 401k self-direction
  • Cash Management account is like checking
  • Zero expense ratio index funds available
  • Tax documents available in February
  • Claude无法执行交易
  • 所有访问均为只读，以保障安全
  • 2FA可能需要VIP Access应用
  • 401k自主投资可使用BrokerageLink
  • 现金管理账户类似支票账户
  • 提供零费用比率指数基金
  • 税务文件将于2月提供