Fidelity Accounts History

Check and update the history of your accounts.

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Tips / How to
Tips

Paste your CSV string into the CSV Info field and click CSV Info to auto-fill all fields.

Use Get Last Info to load the most recent saved record.

Toggle Format to switch between display ($1,234.56) and raw (1234.56) modes.

Table view

Auto Load from CSV
Date & Notes
Grand Totals
$
$
$
$
$
$
$
$
$
Accounts — AT / AI / AR
$
$
$
Accounts — MI / MT / AS
$
$
$
$
Accounts — ED
$
$
$
$
Accounts — DT
$
$
DJIA
Ideas / Todo
  • Fix size color of last records
  • Date/Time must default to current time and be editable
  • Update not working; Colors are poor
  • condense code - use arra with field names?
  • Add tooltip over account numbers to show account description
  • Show previous values for each field in grey to see diff between last record and now
  • CRUD Demo
  • ERROR: Can't submit unless all required fields are filled in
    • Card footer

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