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Sync Fidelity portfolio data to Sheets safely.
Generate interactive portfolio analysis reports.
Sync Fidelity transactions to Sheets.
Automate dividend syncing to your tracker.
Forecast portfolio risk with Monte Carlo.
Automate margin metrics and safety alerts.
Create broker-import config and show run command.
Analyze Fidelity & Tastytrade data at a glance.
Find the freshest Fidelity and Tastytrade files.
One command to visualize your entire portfolio.
Automate retirement data updates to Google Sheets.
Extract maximum-fidelity PDF content.