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Import Fidelity CSV into Pocket Portfolio

Export your Fidelity transaction history to CSV, then import in seconds. Everything runs in your browser — your data stays on your device.

Sovereign import — parse your Fidelity CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

Tired of Wrestling with CSVs?

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About Fidelity

Investment and retirement services

Required CSV Columns

Your Fidelity CSV export must include these columns:

  • Date
  • Symbol
  • Action
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Action,Quantity,Price,Amount
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Sign in to Fidelity. Open Accounts & Trade, then use Positions, Activity & orders, or Reports to download or export your transaction history as CSV.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Fidelity.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Fidelity format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export transaction history from Fidelity
  • Include all trade types and dividends
  • Check for proper symbol formatting

Ready to Import Your Fidelity Data?

Sign in to Pocket Portfolio and import your Fidelity trading data in minutes.

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