Project Goals

1. Convert to a CSV with standardized values
2. Pull history for those symbols via Massive (Dividends, EOD Values)
3. Store data in a mysql or sqlite database for querying

Collaboration

Collab via pull request welcome but this is ultimately something I tinker with for fun with so reliability is iffy.

Run.php

Run.php is an example of how to use the classes in classes/

This is simply a library of classes to extract data, its not meant to be used as a complete program.

Fidelity

Main Positions Page -> Download Positions

Schwab

Main Positions Page -> All Brokerage Accounts -> Download Positions

Vanguard

Holdings -> Download Center -> A spreadsheet-compatible CSV File / All Accounts

Requirements

PHP 8.4.11 (cli) (built: Jan 7 2026 08:44:00) (NTS)

Massive.com API Key in .env (note, unpaid rate limit is low so its not ideal for anything outside of personal use as a batch job, just stick to importing if you don't intend to collect historical data)

apt-get installs on Ubuntu 26.04

apt update
apt install php-curl -y