Fidelity's account history is built for record keeping, not for reviewing trades. Download it as a CSV, upload it to EdgeDojo, and your buys and sells become trades with entry, exit, fees, and P&L that you can tag, annotate, and analyze.
The same export works whether you trade on fidelity.com or Active Trader Pro.
Tips for journaling Fidelity trades
- Export one account at a time. The All Accounts download uses different columns.
- Upload the file as it downloads. Fidelity adds header and disclaimer lines that EdgeDojo expects to see untouched.
- Tag long-term holdings separately from active trades, so your trading stats are not diluted by positions you never meant to trade.
How to import your Fidelity trades
- 1 Log in at fidelity.com and open Accounts & Trade → Portfolio.
- 2 Select a single account (not All Accounts), then open Activity & Orders → History.
- 3 Set the date range, then click the Download icon to save the CSV.
- 4 In EdgeDojo, open Journal → Import Trades → CSV (Smart Import) and upload the file.
- Fidelity history goes back about five years. Upload the file as it downloads.
What you get once your Fidelity trades are in
Analytics that point to your edge
Win rate, expectancy, and P&L broken down by setup, symbol, hour of entry, weekday, and hold time.
A journal you will keep
Notes, tags, and chart screenshots on every trade, plus a daily diary with a session score.
Strategy rules and checklists
Tie each trade to a strategy and check off your rules, then see how following them changes results.
Risk in R, not just dollars
Log your stop and target to track R-multiples, and review MAE and MFE to tighten exits.
