How to import trades from Fidelity Instructions to TradesViz trading journal?

To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as Fidelity Instructions in the second dropdown.

Fidelity Instructions
Currently Supported:

Stocks
Stock Options

Log into your Fidelity account.
Click on "Accounts & Trade", and select Portfolio. [OR] Click on "Accounts"
Click the "Activity & Orders" tab, and expand the History section. [OR] Click on "Hisory"
Choose the your preferred export duration time period and click "Go". Note: Please remember Set the sort order to sort by ascending date.
Click the download link on the right side of the page and save the CSV.
Upload this file by clicking on the "Choose File" box in this page.

Note: Alternative instructions offer a way to import data with timestamp. But you need to import the file on the same day of trading.

Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.

If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.

Updated on: 17/02/2025