US broker · Boston, USA

Fidelity Trading Journal & Psychology Analysis

Large US full-service broker and asset manager. Trade history is exported from the Activity & Orders portal.

Equity / StocksOptionsFutures

How to export your tradebook from Fidelity

File formats supported: CSV, PDF. Typical filename: Fidelity_Activity_XXXXXX.csv

  1. Accounts & Trade
  2. Activity & Orders
  3. History
  4. Download

What TradeSaath analyses in your Fidelity file

We map the columns your broker exports onto our standard schema, then run pattern detection across every trade.

symbolsideqtypricedatetime

Patterns we commonly detect on Fidelity traders

Hope & Hold
Holding a losing position past the planned stop, hoping it will recover — there is no longer a thesis, only hope.
Sunk Cost Fallacy
Holding a losing position because of the money already invested, rather than the position's current merit.

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