Fidelity trading journal — how to import your trades
There is no automatic sync with Fidelity. Your history comes in as a file, or trade by trade. Nothing is lost by it: the analysis, the score and the goals work the same either way.
What works with Fidelity
| Method | How it works |
|---|---|
| CSV import | Pick Fidelity, then Spreadsheet (CSV file). Export your history from the platform and drop the file in.CSV import |
| Manual entry | Pick Fidelity, then Manual Account. Works with every broker, without exception.Manual entry |
Markets covered
Stocks and indices
Questions people ask about Fidelity
- Does FixyTrade work with Fidelity?
- Yes. It works with every broker: CSV import and manual entry are available without exception, Fidelity included.
- Can Fidelity trades sync automatically?
- No. Fidelity has no automatic sync in FixyTrade: history comes in as a CSV file, or trade by trade.
- How far back does the imported history go?
- As far back as your export goes: the file you upload decides.
- Which markets does Fidelity cover in FixyTrade?
- Stocks and indices. Tracking, analysis and goals work the same on each of them.