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Demo Mode — You're viewing sample data. Import your trades to replace it with real data.

Import Trades

Upload your Fidelity CSV exports — parsed entirely in your browser

Your CSV files are parsed in your browser and saved to your account so data persists across devices.

Open Positions

Required

Current holdings · latest file wins (snapshot)

Fidelity → Portfolio → Positions → Download

Transaction History

Optional

Trades, premiums, assignments · merges across uploads

Fidelity → Activity & Orders → 1 year → Download

Closed Positions

Optional

Realized P&L · drop in multiple monthly exports to accumulate

Fidelity → Positions → Closed → custom range → Download

How to export from Fidelity

1. Open Positions (required)

  1. Log in at fidelity.com
  2. Accounts & Trade → Portfolio
  3. Positions tab → All Accounts
  4. Click download icon (top right)

2. Transaction History (required)

  1. Activity & Orders tab
  2. Date: Past 1 Year
  3. Deselect Transfers/Deposits/Fees
  4. Click download icon

3. Closed Positions (optional)

  1. Positions tab → Closed positions
  2. Custom date range → Apply
  3. Click download icon

Supports Fidelity exports only. More brokers coming soon.