Script for automatically converting a CSV download from Fidelity

contrib/convert-fidelity.py

@@ -0,0 +1,51 @@
+#!/usr/bin/env python3
+import argparse
+import csv
+import decimal
+import yaml
+import logging
+from decimal import Decimal, InvalidOperation
+
+logger = logging.getLogger(__name__)
+
+parser = argparse.ArgumentParser(
+    prog="convert-fidelity.py",
+    description="Converts a CSV file provided by Fidelity to the format used by https://github.com/achannarasappa/ticker",
+)
+
+parser.add_argument("filename", help="The name of the CSV file provided by fidelity")
+args = parser.parse_args()
+
+with open(args.filename, "r") as csvfile:
+    c = csv.DictReader(csvfile)
+    ticker_config = {
+        "show-summary": True,
+        "show-fundamentals": True,
+        "show-tags": True,
+        "show-separator": True,
+        "show-holdings": True,
+        "currency-summary-only": True,
+        "interval": 10,
+        "currency": "USD",
+    }
+
+    watchlist = []
+    lots = []
+
+    for itm in c:
+        watchlist.append(itm["Symbol"])
+        try:
+            itmdict = {
+                "symbol": itm["Symbol"],
+                "quantity": float(itm["Quantity"]),
+                "unit_cost": float(itm["Average Cost Basis"][1:]),
+            }
+            lots.append(itmdict)
+        except ValueError:
+            logger.warn(
+                "Unable to convert average cost basis '%s' or quantity '%s' for %s"
+                % (itm["Average Cost Basis"][1:], itm["Quantity"], itm["Symbol"])
+            )
+
+ticker_config.update({"watchlist": watchlist, "lots": lots})
+print(yaml.dump(ticker_config))