The extension is free and generates a CSV file to import in to Xero as a journal entry. Save hours on monthly reconciliations of investment activity for Fidelity brokerage accounts. The extension works on consolidated or individual statements but you must be on the Fidelity site for the extension to load. Individual holdings are not scraped. The following amounts are scraped from HTML brokerage statements:
With all that data in Xero, enter monthly data from Xero back in to the extension to make graphs of key financial milestones:
There's no servers or logins here. If you clear your cache, the monthly data you entered for graphs and mapping to Xero's chart of accounts is gone. You can save the CSV file with mappings in Xero Files or HubDoc. And the mapping exists in Xero as a posted journal entry too.