Did your trades beat doing nothing?
Compare your actual trading performance against a counterfactual "Buy & Hold" baseline from any historical date to today.
For 100% mathematical precision across multiple years, pairing a December Year-End Statement PDF (as your starting baseline) with your Transaction History CSV and Current Positions CSV gives the most accurate simulation.
Log into Fidelity.com → Go to Accounts & Trade → Documents → Statements. Download the December Statement PDF for your chosen starting year.
Establishes an official, audited starting baseline (T₀) with exact share counts, cash balances, and cost bases as of Dec 31 / Jan 1.
Go to Accounts & Trade → Activity & Orders. Select your date range (from your starting year to Today) and click the Download (CSV) icon at top right.
Feeds every subsequent Buy, Sell, RMD withdrawal, Dividend, Option trade, and Cash Flow into the timeline.
Go to Accounts & Trade → Positions. Click the small Download icon at the top right above your holdings table.
Confirms today's live share quantities, current market value, and uninvested core cash balance (SPAXX/FCASH).
Save all exported CSVs and PDF statements into one local folder on your computer, then click "Browse Folder..." below to scan and load everything together.
Direct Local Folder Ingestion
Browse your folder directly via native Windows Explorer or paste the folder path to load statements instantly.
Or Select Individual Files
Select or drop individual .csv or .pdf statements.
Click to browse or drop individual files (.csv, .pdf)