TRADINGSCORECARD

Import guide

Import Fidelity trades

Export your trade history from Fidelity and drop the file into TradingScorecard — the format is recognized automatically, so there's nothing to configure.

1. Export from Fidelity

  1. Log in to Fidelity and go to Activity & Orders → History.
  2. Set the Time Period, Security Type, and Transaction Type filters.
  3. Click the download button (Excel icon) and choose CSV.

Source: Fidelity's transaction history export guide

2. Upload it

On the free plan, drop the CSV or Excel file into TradingScorecard from the import screen — no manual mapping needed. Paid plans can instead connect the brokerage account directly and skip the export step entirely.

TradingScorecard recognizes a Fidelity export by these columns: Run Date, Action, Symbol, Quantity

Things to know

  • Fidelity limits each export to 90 days — for a full year, download in quarters and import each file.
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