Account Management
Author: stolmax
Creation Date: 8/12/2009 11:54 PM
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stolmax

#1
Is there a way to programmatically access my Account information, such as all active stocks in my portfolio, using WLScript while running a strategy? What I need to be able to do, is to check if my portfolio contains a stock that I am about to trade. If the stock was already purchased or shorted, I would then skip the strategy's trade recommendation in order to not to double up on my existing positions. On the other hand, if I already have a stock in my portfolio and I get a sell signal, I would like to sell all shares of that specific stock in my account. Therefore, the following is the information that i need to acccess:

1. List all stocks in my account
2. Determine number of shares held per security
3. Determine transaction type, such as bought a stock or shorted it.

If I can get any other information about my portfolio that would be a bonus. Thanks again.

Max
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Cone

#2
For this one, I'm absolutely sure that it is not possible by design. Again, you should call Fidelity Wealth-Lab support and tell them that their customers want this capability. If they get a few dozen of you guys asking for the same thing, then they'll get the idea.