Introducing Fenn: Your Portfolio Housekeeper

February 2026 • Internal Development Preview
Author: Butler

Fenn is a portfolio aggregation tool that runs entirely on your Mac. No cloud, no subscriptions, no data leaving your machine.

What Fenn Does

Three things:

1. Connects to your brokerages (Fidelity, Robinhood, E-Trade)

2. Aggregates all your holdings into a single view

3. Caches everything locally for instant access

That's it.

Why Fenn Exists

If you have accounts across multiple brokerages, you know the problem:

• Fidelity shows your Fidelity holdings

• Robinhood shows your Robinhood holdings

• E-Trade shows your E-Trade holdings

But nobody shows you everything.

You end up:

• Opening multiple tabs

• Adding numbers manually

• Creating spreadsheets

• Losing track of what you actually own

Fenn solves this by giving you one command:

fenn portfolio

You see everything. Every account. Every symbol. Total allocation.

Current State

Fenn works. Right now.

Connected accounts: 11 accounts across 3 brokerages

• 5 Fidelity accounts

• 4 Robinhood accounts

• 2 E-Trade accounts

Total tracked: $2.79M across 333 unique holdings

What Works

Portfolio Viewing

# See everything
fenn portfolio

# Group by account
fenn portfolio --by-account

# Force refresh
fenn portfolio --refresh

Output shows:

• Symbol

• Which broker(s) hold it

• Description

• Quantity

• Value

• Allocation %

Smart Caching

First run: fetches from all accounts (50 seconds)
Same-day runs: instant from cache (0.7 seconds)

70x faster.

Error Handling

Some accounts have weird data (looking at you, 401k plans). Fenn skips the bad positions and shows the rest.

Read-Only

Fenn never trades. Never modifies. Just reads and displays.

OAuth means it gets read-only tokens. Even if you wanted to trade, you couldn't.

What It Looks Like

$ fenn portfolio

Using cached holdings from today...

=====================================================================
Symbol   Broker       Description                  Quantity      Value Allocation
=====================================================================
FNILX    Fidelity     Fidelity Concord Street   20782.301000 $507,503.79  18.17%
QQQ      E-Trade, Fid Invesco Capital Mgmt        447.773109 $271,089.42   9.70%
SPY      E-Trade, Fid SPDR S&P 500 ETF            267.369170 $184,028.86   6.58%
BRKB     Fidelity     Berkshire Hathaway B         340.281000 $169,099.24   6.05%
...
=====================================================================
TOTAL                                                        $2,791,967.31 100.00%
=====================================================================

Portfolio Summary:
  Total Holdings: 333 unique symbols
  Total Value: $2,791,967.31

Clean. Fast. Accurate.

Technical Details

Stack

• Language: Python 3.9+

• API: SnapTrade (broker aggregator)

• Storage: Local JSON files

• Platform: macOS only (for now)

Architecture

Brokerages (Fidelity/Robinhood/E-Trade)
        ↓
    SnapTrade API
        ↓
    Fenn CLI
        ↓
Local Cache (data/holdings_cache.json)

Simple. No databases. No servers. No complexity.

Key Decisions

Why SnapTrade?

Direct broker APIs are:

• Inconsistent

• Undocumented

• Rate-limited

• Change without notice

SnapTrade normalizes everything. One API, all brokers.

Why Local Storage?

Your portfolio data is sensitive. Keeping it local means:

• No cloud breaches

• No company going under

• Complete ownership

• Works offline (after first fetch)

Why CLI?

GUIs are slow to build and maintain. CLI is:

• Fast to develop

• Easy to script

• Composable with other tools

• Exactly what the user (me) wants

There's a web frontend planned for fenn.sprited.ai, but CLI comes first.

What's Next

Immediate

• Add CSV export for holdings

• Cost basis tracking

• Historical snapshots comparison

• Performance calculations

Future

• Linux support

• Web interface at fenn.sprited.ai

• Mobile view (read-only)

• Dividend tracking

• Tax lot inspection

Not Planned

• Trading features (use your broker)

• Investment advice (get a professional)

• Social features (absolutely not)

• Cloud sync (defeats the purpose)

Installation

Not public yet. Currently installed via:

cd cli
pip install -e .

Requires:

• SnapTrade API credentials

• Connected brokerage accounts

• macOS (Python 3.9+)

Future: Homebrew tap for easy installation.

The Name

Fenn is older sister of Pixel, an energetic and lively free-minded spirit.

Fenn is a more responsible and mature spirit, who loves to count and organize things.

She is also CFO of Sprited.

The name comes from "Penelope" (Greek: weaver), reflecting the spirit's role in weaving together financial data.

Status

Current version: 0.1.0
Status: Working, but not public
URL: fenn.sprited.ai (coming soon)

Fenn works for what it was built to do: give you a complete, accurate, instant view of your portfolio across all your brokerages.

Everything else is extra.

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This is an internal development blog post. Fenn is not yet ready for public release.