# 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:

```plaintext
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**

```plaintext
# 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**

```plaintext
$ 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**

```plaintext
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](http://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:

```plaintext
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](http://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.

* * *

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