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How to track your Fidelity stock portfolio

Keeping track of your investments is essential for making informed decisions, spotting trends, and understanding overall portfolio health. By downloading your Fidelity trading data and importing it into Stock Portfolio Tracker, you can gain a full picture of your holdings, performance, and income across multiple accounts.

Step 1: Download your stock trading history from Fidelity

To get started, you need a record of your trades from Fidelity. Follow these steps:

  1. Login into your Fidelity account
  2. Select the Activity & Orders tab
  3. Select the History tab
  4. Select the timeframe in the Time Period filter (note you can select any 93 day period going back 5 years)
  5. Click Download
  6. Upload your file below. (You will be able to review the import before it is saved.)

Tip: Export separate files for different account types (e.g., standard, retirement) to avoid mixing data.

Step 2: Import your Fidelity stock trades into Stock Portfolio Tracker

Once your trading file is ready, you can upload it into Stock Portfolio Tracker:

  1. Open Stock Portfolio Tracker and click Add New Holding first, and then Import File.
  2. Choose Guided File Import for step-by-step assistance, or Direct Import if your file is already properly formatted.
  3. Upload your Fidelity CSV file.
  4. Map the columns to the correct fields (date, ticker, buy/sell, quantity, price, fees, currency).
  5. Review the preview table for errors or missing data.
  6. Click Import Trades to finalize the import.

Tip: Use the guided import option if you’re unsure about column mapping or file formatting.

Want to master importing your CSV files and avoid any mistakes? Our in-depth guide on CSV transaction imports walks you through every step, from preparing your file to fixing common errors, ensuring a smooth import process.

Step 3: Analyze your stock portfolio

After the import, your Fidelity portfolio is fully integrated. You can now:
- Track overall portfolio performance and returns over time.
- Monitor dividend and income distribution for each holding.
- Review sector allocation and asset class exposure.
- Identify gains, losses, and risk metrics to guide investment decisions.
- Combine multiple brokers’ data for a consolidated view of your investments.

Additional tips for effective stock portfolio tracking

- Export new trades regularly to keep your portfolio up to date.
- Verify data immediately after import to catch errors early.
- Keep backups of CSV files for historical reference.
- Use consistent naming conventions for imported files for easy organization.

By following these steps, your Fidelity investments become fully visible and actionable. You can confidently monitor performance, track dividends, and optimize your portfolio strategy over time.