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2026 06 19 0738 starting Fidelity account analysis

2026-06-19 0738 starting Fidelity account analysis

Jun 20, 20261 min read

Starting with downloading csv of Fidelity account balances and using Codex to build a site on top of it

Codex having trouble with hosting the site locally. Fix Codex local host sandbox issue

Wiring in API for asset allocations. Removing fallback/offline categorization

Issues with the PORT being occupied by another local service

Left off at: Fidelity Allocation Report Implementation (by Codex) Next: APIs for asset allocations (by Codex)


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  • topic/personal_finance

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