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Buy
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Sell
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Watch
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Hold
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Positions
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Total Portfolio Value
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Total P&L
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Positions
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Accounts
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TSLA
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RSI
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MACD
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Signal
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Update Portfolio CSV

Export your latest positions from Fidelity and upload here to refresh your portfolio data instantly.

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Tap to select CSV file

Fidelity - Positions - Download CSV

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How to export from Fidelity

1. Log into Fidelity.com

2. Go to Accounts and Trade then Portfolio

3. Click Positions tab

4. Click the Download icon

5. Save as CSV and upload above