How to Import a Fidelity CSV Into Your Portfolio Tracker

If you hold investments at Fidelity, you can export your positions as a CSV and import them into Endval in under a minute, no manual entry required. This works for taxable accounts, IRAs, and brokerage accounts.

Export from Fidelity

1. Log in to Fidelity.com and open the account you want to track
2. Go to Accounts & Trade → Portfolio
3. Select Positions, then look for Export or Download (CSV format)
4. Save the file to your computer

Import into Endval

1. Sign up for a free Endval account (no credit card required)
2. Open your dashboard and choose Import CSV
3. Select Fidelity as the broker format
4. Upload the file, holdings, shares, and cost basis populate automatically

Repeat the import for Schwab, Robinhood, or other brokers to track multiple accounts in one place. Pro subscribers can also link accounts via Plaid or Schwab for automatic sync instead of manual CSV uploads.