Fidelity
```
Resources
6Install
npx skillscat add imoonkey/openweb/src-sites-fidelity Install via the SkillsCat registry.
About this skill
Here's a thinking process: 1.
SKILL.md
Fidelity
Overview
Financial services platform. Stock quotes, market indices, mutual fund research, company profiles, and news from Fidelity Investments.
Workflows
Look up a stock
getQuote(symbol)→ lastPrice, volume, peRatio, marketCap, 52-week rangegetCompanyProfile(symbols)→ sector, industry, employeeCount, descriptiongetNewsHeadlines(symbol)→ headlines[].text, provider, impactRating
Research mutual funds
listAssetClasses→code(mstarAssetClassCd), categories[].code(mstarCtgyCd)searchFunds(searchFilter)→ funds[].fundInformation.cusip, ticker, legalNamegetFundPicks(mstarAssetClassCd, mstarCtgyCd)→ funds[].fundInformation.cusip, tickergetFundPerformance(cusip)→ YTD, 1/3/5/10yr annual returnsgetFundSummary(cusip)→ composition, ratings, fees, top10Holdings
Market overview
getMarketSummary→ quotes[].label, lastPrice, pctChgToday (S&P 500, DJIA, NASDAQ)getIndexQuotes(symbol)→ quotes[].name, pctChgToday (global indices, currencies)
Operations
| Operation | Intent | Key Input | Key Output | Notes |
|---|---|---|---|---|
| getQuote | real-time stock price | symbol | lastPrice, netChgToday, pctChgToday, volume, marketCap | adapter: fidelity-api |
| getMarketSummary | major US indices | — | quotes[].label, lastPrice, netChgToday | adapter: fidelity-api, entry point |
| getCompanyProfile | company details | symbols[] | companyName, sector, industry, employeeCount | adapter: fidelity-api |
| getNewsHeadlines | stock/market news | symbol | headlines[].text, provider, resDate, impactRating | adapter: fidelity-api |
| getIndexQuotes | global indices/forex | symbol (comma-separated) | quotes[].name, pctChgToday | adapter: fidelity-api |
| getResearchData | analyst ratings/holdings | apiTokenName, params | varies by apiTokenName | adapter: fidelity-api, proxy endpoint |
| getCompanyLogo | company logo URL | fvSymbols | logo URL | adapter: fidelity-api |
| searchFunds | browse/filter mutual funds | searchFilter, pageNumber, noOfRowsPerPage | funds[].fundInformation, mstarOverallRating | entry point for fund research |
| listAssetClasses | asset class/category codes | — | code, description, categories[] | entry point for screening |
| listFundFamilies | fund family names | — | code, description | entry point |
| getFundPicks | recommended funds | mstarAssetClassCd, mstarCtgyCd ← listAssetClasses | fundPicks.funds[].ticker, legalName, mstarOverallRating | |
| getFundPerformance | fund annual returns | cusip ← searchFunds/getFundPicks | performanceAverageAnnualReturns | CUSIP from fund search |
| getFundSummary | fund composition/fees | cusip ← searchFunds/getFundPicks | fundInformation, details (expenseRatio, NAV), top10Holdings, quarterEndAverageAnnualReturns | CUSIP from fund search |
Quick Start
# Get a stock quote
openweb fidelity exec getQuote '{"symbol":"AAPL"}'
# Get market summary
openweb fidelity exec getMarketSummary '{"supportCrypto":"N"}'
# Search mutual funds (all US equity funds)
openweb fidelity exec searchFunds '{"searchFilter":{"includeLeveragedAndInverseFunds":"N","openToNewInvestors":"OPEN","investmentTypeCode":"MFN"},"sortBy":"legalName","sortOrder":"ASC","currentPageNumber":1,"businessChannel":"RETAIL","noOfRowsPerPage":10,"subjectAreaCode":"fundInformation,mstarRatings"}'
# Get Fidelity fund picks (large blend domestic stock)
openweb fidelity exec getFundPicks '{"mstarAssetClassCd":"DSTK","mstarCtgyCd":"LB"}'
# Get fund performance (FXAIX = Fidelity 500 Index Fund, CUSIP 315911750)
openweb fidelity exec getFundPerformance '{"cusip":"315911750","funduniverse":"RETAIL","documentId":"315911750"}'Install
npx skillscat add imoonkey/openweb/src-sites-fidelity Install via the SkillsCat registry.