Connect Portfolio
Link your brokerage, upload a CSV, or add positions manually.
Link your brokerage
Pro subscribers can connect Fidelity, Schwab, Vanguard, Robinhood, and more via Plaid. Free plans can use CSV import below.
Automatic Plaid linking will appear here for Pro subscribers once enabled on this site. Use CSV import or add positions manually below.
Import via CSV (free)
Select your broker for step-by-step export instructions.
- Log in to Fidelity and open your brokerage account.
- Go to Accounts → Activity & Orders → History.
- Set the date range (e.g. last 2 years) and download CSV.
- For best results, download all history files and upload them together.
- Endval computes open positions and cash from YOU BOUGHT / YOU SOLD rows.
Where to export: Accounts → Activity & Orders → History → Download
After connecting or importing, view your portfolio on the dashboard. Holdings are saved in your browser for up to 1 year.