Brokerage Equities Sum

TamperMonkey script to be able to quickly sum up the value of selected equities on your brokerage page.

Supported Brokerage sites

Currently only Fidelity and Schwab brokerage pages are supported.

Supported browsers

This script has been tested with

• Safari 17.1
• macOS 14.1
• Tampermonkey 4.20.6188

Usage

A text box will be inserted above your list of equities in the "Positions" tab on Fidelity or My Accounts -> Positions page on Schwab. In this box enter groupings of equity symbols separated by spaces. When you are done, click outside the text area.

The box will be updated with the sum of the value of these equities on the table above.

Install

1. Install TamperMonkey
2. Install the script