View investment accounts, check portfolio performance, monitor 401k, and research funds on Fidelity
Enables Claude to access Fidelity to view investment accounts, check portfolio performance, monitor retirement accounts, and research investment options. Note: Claude cannot execute trades.
curl -sSL https://canifi.com/skills/fidelity/install.sh | bash
Or manually:
cp -r skills/fidelity ~/.canifi/skills/
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set FIDELITY_USERNAME "your-username"
Your credentials, your choice. Canifi LifeOS respects your privacy.
If you prefer not to share credentials with Claude Code:
If you're comfortable sharing credentials, you can store them locally:
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.
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%)
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
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
After each interaction:
Suggest updates when: