Portfolio CounterfactualLocal

Did your trades beat doing nothing?

Compare your actual trading performance against a counterfactual "Buy & Hold" baseline from any historical date to today.

Upload Fidelity Statements & CSV History

Drop your Fidelity transaction CSVs and/or PDF Monthly Statements here.

Supported Files: You can select and drop your 7 Transaction CSVs together with your PDF Monthly Statement(s). Our engine automatically parses all holdings, cash, and trade history across all accounts!

Drop your Fidelity .csv and/or .pdf file(s) here, or click to browse

Select all files simultaneously (PDF statements + transaction CSVs)