Steps

Pre-Reqs to get up-to-date data

1. Check positions/fidelity_brokerage.json is updated with latest transactions. (This was created manually b/c Fidelity doesn't even have a CSV download option.)
2. Need to download the latest csv from Vanguard, clean format, and save in positions/vanguard_brokerage.json.
3. Download your 401k transaction history in CSV format from the Fidelity site: https://workplaceservices.fidelity.com/mybenefits/savings2/navigation/dc/History. You can specify the time range you want.
4. Ally should be OK b/c we will be pulling live from API.
5. Actually to get more than 18 months back from Vanguard, you need to generate PDF from custom report, then convert to CSV using https://pdftables.com/.

API keys needed

1. Sign up for Tiingo account and get an API key: https://api.tiingo.com/documentation/end-of-day.
2. Ally API key.

Logging

I'm logging all Tiingo API calls since I'm on the free version and there are these limits:

Unique Symbols per Month 500 Max Requests Per Hour 50 Max Requests Per Day 1000 Max Bandwidth Per Month 1 GB

TODO

• Add schema for
  • fidelity.json
  • ticker_mappings.json
  • fidelity_retirement.csv
  • vanguard.csv
• Blur out y-axis of charts and post examples

Next

5. Compare fossil free index funds vs regular index funds percent gain per month
6. Add all liquid funds
7. Add all bonds