fidelity
View investment accounts, check portfolio performance, monitor 401k, and research funds on Fidelity
Installation
SKILL.md
Overview Enables Claude to access Fidelity to view investment accounts, check portfolio performance, monitor retirement accounts, and research investment options. Note: Claude cannot execute trades.
Option 1: Manual Browser Login (Recommended) If you prefer not to share credentials with Claude Code:
Option 2: Environment Variables If you're comfortable sharing credentials, you can store them locally:
View investment accounts, check portfolio performance, monitor 401k, and research funds on Fidelity Source: andrejones92/canifi-life-os.
Facts (cite-ready)
Stable fields and commands for AI/search citations.
- Install command
npx skills add https://github.com/andrejones92/canifi-life-os --skill fidelity- Category
- </>Dev Tools
- Verified
- —
- First Seen
- 2026-02-01
- Updated
- 2026-02-18
Quick answers
What is fidelity?
View investment accounts, check portfolio performance, monitor 401k, and research funds on Fidelity Source: andrejones92/canifi-life-os.
How do I install fidelity?
Open your terminal or command line tool (Terminal, iTerm, Windows Terminal, etc.) Copy and run this command: npx skills add https://github.com/andrejones92/canifi-life-os --skill fidelity Once installed, the skill will be automatically configured in your AI coding environment and ready to use in Claude Code or Cursor
Where is the source repository?
https://github.com/andrejones92/canifi-life-os
Details
- Category
- </>Dev Tools
- Source
- user
- First Seen
- 2026-02-01