Fidelity Trading Journal

Integrate your Fidelity account with Trademetria in 3 easy steps

Open a free account

No credit card required. Fully test your integration/upload process.

Sync or upload your trades

Many brokers allow auto sync, but you can still import a file from your broker.

Track your trades

Track, analyze, optimize your trading performance.

Your own Fidelity dashboard

Mac
Affiliates Dashboard

How to import your Fidelity trades


Tested with equities and options only. Import instructions:

  • Go to the fidelity website and log in.
  • Click on the account.
  • Click on the "Activity and Orders" tab.
  • Go to the history section and select "Investment Activity" and date range.
  • Click the download button in CSV format.
Since Fidelity does not add time, you can use the col 18 for such. Not adding the time will limit our experience and trade analysis. Please see our help page for details on this. We also support Fidelity active trader pro.

Please be aware that due to the lack of the full timestamp, we can't reliably skip duplicates for this broker. Please be sure to upload only new trades to the system.

Some users are getting files in ascending order. Be sure your trades are exported in descending order meaning your last trade comes first in the file. If you need to edit your file to do this, please reach out to our support team.

Trading Journal Benefits



More features
View your past performance anytime

The ultimate trade tracker. Track your trades by: Date (e.g. all trades from 2018-2019). Instruments (e.g. all trades on AAPL, ESZ16, EURUSD). Strategies (e.g. all breakout trades, verticals, condors). Swing trade, day trade, instrument rankings over time and more.

Portfolio Tracker & Watchlists
Trading journal features for the most diligent trader

Beautiful layout and usability to monitor your progress including: Individual trade and daily journal entries. Image attachments and full WYSIWYG HTML editor. Search, filter and share your entries. Auto fills your entries with vital trading statistics.

Easy imports
Reduce your research time

Best in class, fully featured customizable charts. Automatically displays your buy and sell entry points on daily, 1 minute and 5 minute charts. Charts work with more than 2500 US equities, most foreign equities, FX and most futures contracts.

Account customization
Know your risks before, during and after you place a trade

Proven risk management metrics to help you trade better. Set your stops and targets and track how close you are from them. Auto plots your stops and targets on a chart. View your risk in terms of Dr. Van Tharp's R-multiples.

Fundamental Research
Run simulations on your trades

Arm yourself with statistical evidence of what's really working. Run simulations on your past trades to discover areas of improvement. Find the best set of trading conditions to trade. Save simulations for further exploration.

Multi Markets
Multi Markets

Trading journal suitable for stocks, futures, options, forex and other markets. Visit our help page for a full list of supported instruments.

Don't miss out on what thousands of traders worldwide are using to improve their trading performance.

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