Hey everyone! I’m a big fan of coding and I’m wondering if there’s a way to set up my own custom alerts for my Fidelity investments. I’d love to be able to program something like a Telegram bot that sends me notifications when my investments hit certain thresholds.
Does anyone know if Fidelity offers an API or any tools that would let me do this? I’ve looked around but haven’t found much info. It would be so cool to be able to create my own alerts and notifications instead of relying on the standard ones.
If this isn’t available now, do you think it’s something Fidelity might add in the future? I feel like a lot of tech-savvy investors would really appreciate this kind of feature. Let me know if you have any insights or if you’ve found ways to set up custom alerts for your own investments. Thanks!
hey alexlee, i’ve been looking into this too! sadly fidelity doesn’t have a public api yet 
but there’s workarounds. you could use web scraping to grab data from ur account page and build alerts that way. not ideal but it works. maybe we should bug fidelity to add an api lol
I’ve explored this avenue extensively and can confirm that Fidelity doesn’t currently offer a public API for custom programming. However, there are alternative methods to achieve similar functionality. One approach I’ve found effective is utilizing third-party financial data providers that offer APIs, such as Alpha Vantage or IEX Cloud. These services can be integrated with your own code to create custom alerts based on market data and predefined thresholds. While not directly linked to your Fidelity account, this method allows for sophisticated alert systems tailored to your investment strategy. It’s worth noting that this approach requires some technical expertise and may involve subscription costs for data access.
As someone who’s been in the investment game for a while, I can tell you that the lack of a public API from Fidelity is frustrating, but not insurmountable. I’ve found a workaround that might interest you. I use a combination of Google Sheets and Google Apps Script to pull data from my Fidelity account. It’s not real-time, but it updates daily and allows me to set custom alerts based on my portfolio’s performance.
Here’s the gist: you can use Google Sheets’ built-in IMPORTHTML function to scrape data from your Fidelity account page (after logging in). Then, use Apps Script to process this data and send notifications via email or SMS. It’s not perfect, and it requires some coding skills, but it’s been a game-changer for me in terms of portfolio management.
Just remember to be cautious with your login credentials and consider the security implications. Hopefully, Fidelity will catch up with the times and offer an API soon, but until then, this method has served me well.