Fidelity is one of the most trusted names in financial services, and for good reason. Research tools, execution quality, a solid mobile app - it covers the bases. But if you've been actively trading stocks or crypto through Fidelity and want to understand your performance at a strategy level, the platform's reporting quickly hits a ceiling.
Fidelity shows you what happened in your account. TraderInsight.pro helps you understand why, and what to do differently. Import your Fidelity history and you get a trading journal, customizable performance reports, and an AI you can actually ask questions - all built around your real data.
The Gap Between Fidelity's Reporting and Trader-Level Analytics
Fidelity's account activity view is functional but flat. You can filter by date, see realized gains, download a statement. What you can't do is answer the questions that matter for improving as a trader:
- Is my morning session more profitable than my afternoon session?
- Which setups have the highest win rate, and which ones am I forcing?
- Am I holding winners long enough, or cutting losers too late?
These aren't exotic questions - they're the foundation of building a trading edge. A dedicated stock trading journal with proper tagging and reporting infrastructure is the only way to answer them from real data rather than gut feel. That's the gap TraderInsight.pro was built to fill.
How to Export Your Trade History from Fidelity
Step 1: Log in and go to Activity & Orders
Sign in at fidelity.com. From the main navigation, click Accounts & Trade, select your account from the sidebar, then click Activity & Orders followed by History.
Step 2: Set your date range
Use the Date Range dropdown to select the period you want to export. Fidelity supports up to 5 years of history.
Important: Fidelity limits each CSV export to 90 days of transactions. If you want more than 3 months of history, you'll need to export one file per quarter and import each one separately. Label your files clearly (e.g., fidelity-q1-2024.csv) to keep them organized.Step 3: Download the CSV
Once your transactions are loaded, click the Download button to save the file to your computer.
Importing into TraderInsight.pro
- Open the Import page.
- Drag and drop your CSV file. Repeat for each quarterly file if you exported multiple date ranges.
- Done
All imported trades will be merged into a single unified history for analysis.
Building Your Analysis from Here
A few practical starting points once your data is in:
- The Calendar view gives you an immediate visual sense of which days and weeks were profitable - useful for spotting patterns in your activity.
- Set up a tagging system that reflects how you actually think about your setups. Even a handful of tags - like "breakout," "reversal," and "earnings play" - transforms raw transaction data into filterable, comparable strategy data.
- If you trade with others or want accountability, the sharing features let you share your performance with a mentor or trading group without giving up journal control.
- For stock-focused traders who also track dividends, TraderInsight.pro handles dividend records alongside trade history so your total return picture stays complete.
Trouble with Your Export?
Fidelity's CSV format is well-supported, but if something looks off after import, reach out to the support team. Import issues are typically resolved same day.
