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Fidelity

Fidelity trading journal: import your trade statement

Automatically journal and analyse all your Fidelity trades: import your trade statement, then stats, discipline and an AI coach.

Official site Fidelity ↗

Fidelity is one of the largest US asset managers and brokers. Its brokerage business covers stocks, options, funds and retirement plans, for a largely retail clientele.

Import your Fidelity trades

Export your trade statement from Fidelity and drop it into Tradoshi: we read every operation, fees included, and rebuild your journal identically.

Import my trades →

Fidelity with Tradoshi

Stocks
  • not available Automatic sync of your history
  • ✓ Statement import (HTML/CSV) — the only route for this broker

Frequently asked questions

Does Tradoshi connect to my Fidelity account?
No, and that is worth stating plainly: there is no connection between Tradoshi and Fidelity. You export your trade statement, drop in the file, and Tradoshi reads it. We ask for no password and no API key, and no order can ever be placed.

Is my Fidelity data safe?
Yes. Tradoshi only ever sees the file you drop in, nothing else: no Fidelity credentials reach us and nothing links Tradoshi to your account.

Connect Fidelity for free →