Manual or by-lots tracking
How to track your Fidelity portfolio
Gather your Fidelity positions with their importable dividend history and an upcoming-payment calendar.
- 1
Create an account
Add Fidelity as an account (broker, bank or exchange) in Settings.
- 2
Add your positions
By average price or by lots with date, price and fees. Search resolves the ticker for you.
- 3
Let it auto-update
Prices, dividends and currency update themselves with live market data.
- 4
Consolidate everything
See your Fidelity portfolio next to your other brokers in your base currency.
Here it is in the app
Your Fidelity portfolio consolidated with the rest in your base currency, with real return, dividends and taxes.
Start measuring your portfolio properly
Your portfolio, your dividends and your taxes, consolidated from day one. No card, no commitment.
Create a free accountNo card · Free plan, permanently