Broker import · Fidelity

Import your Fidelity trades into a portfolio tracker

Export your transaction history from Fidelity and upload the file to Pulsarium's free cabinet: every trade is checked with you before it is saved, and your broker login never leaves your hands.

Free during the public beta · No broker login needed · Two-factor sign-in

1. Export the file from Fidelity

  1. Open your historyLog in to Fidelity, pick the account and open Activity & Orders → History.
  2. Download the CSVChoose a date range, apply it and click Download. If Fidelity limits the range of one download, download a few periods and upload them one after another — rows already imported are skipped.

2. Import it into Pulsarium

  1. Upload the fileIn the cabinet open Account → Export / Import CSV → Import from a broker and choose the file. CSV and TSV work; save an Excel file as CSV first.
  2. Check the columnsPick the target portfolio. Pulsarium suggests the broker from the file name and pre-selects the date, operation, instrument, quantity, price and fee columns — check them and whether dates are day- or month-first. After a successful import the column choices for that file format are remembered on your device.
  3. Review every rowClick Review rows. Each trade is matched to a listing (the exchange is named, the most likely one is marked best match), already imported rows are skipped and possible duplicates are flagged. Nothing is saved until you confirm.
Imported trades shown as positions in the Pulsarium portfolio table
After the import: every position with its average cost, P&L, dividends and weight. Demo account with sample data.

What Pulsarium does with a Fidelity file

Fees and commissions

Separate fee and commission columns are both counted in the trade's cost.

US formats understood

Month-first dates, dollar signs and thousands separators in amounts are read as Fidelity writes them.

Questions

Can I import several Fidelity accounts?

Yes. Download each account's history and import it into the same portfolio or into separate ones; use the same broker name each time so repeated rows are recognised.

Do I have to connect my broker account?

No. Pulsarium never asks for broker logins. You export a transaction file from your broker and upload it, or add trades by hand. Nothing reaches your broker account.

Is Pulsarium free?

Yes. The personal cabinet is free during the public beta: portfolios, dividends, watchlists, price alerts, broker import and the news feed. Paid plans with an AI research assistant are planned; the free features stay available.

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