Transform Your Fidelity Portfolio into Actionable Insights
Fidelity Investments is one of America's largest and most trusted brokerages, offering stocks, ETFs, mutual funds, retirement accounts, and wealth management with zero-commission trades and extensive research tools.
What Fidelity Users Get with AllInvestView
Portfolio analytics are scattered across multiple sections and tools
AllInvestView provides a single, clean dashboard with all your Fidelity performance metrics at a glance.
Combining 401(k), IRA, and brokerage account views requires switching between pages
AllInvestView syncs all your Fidelity accounts and shows combined or individual portfolio performance.
Tax reporting across multiple accounts can be complex to consolidate
AllInvestView generates unified capital gains and dividend income reports across all your Fidelity accounts.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Fidelity vs AllInvestView — Feature Comparison
See what Fidelity's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Fidelity Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Active Trader Pro with basic performance charts | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | 1099-B and realized gain/loss reports | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Multi-Broker View | Fidelity Full View aggregates balances only | Consolidate all brokers in one unified dashboard with position-level detail |
| Risk Analytics | Retirement planning with projections | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios for any portfolio |
| Dividend Tracking | Dividend history in account activity | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Correlation Analysis | Not available | Full correlation matrix with diversification heatmap |
| Bond Analytics | Bond screener with basic yield info | YTM, duration, convexity, accrued interest calculator |
| AI Analysis | Not available | AI-powered portfolio assistant for analysis |
See Your Entire Portfolio at a Glance
Get the complete picture of your Fidelity investments with intuitive visualizations that show exactly where your money is allocated.
- Asset allocation by type, sector, and geography
- Real-time valuations in your preferred currency
- Performance attribution by holding
- Concentration risk indicators
Analytics That Actually Matter
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
- Money-weighted returns (IRR/XIRR)
- Efficient Frontier optimization
- Correlation matrix across holdings
- Sharpe ratio and volatility metrics
Master Your Dividend Income
Track every dividend from your Fidelity holdings. Know exactly when payments arrive and how your income is growing.
- Automatic dividend detection and tracking
- Calendar view of upcoming payments
- Yield on cost calculations
- Annual income projections
Tax Reports in One Click
Generate capital gains reports for your Fidelity portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Fidelity positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
Tax Reporting for US Investors
Generate Schedule D-ready capital gains reports from your Fidelity portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.
About Fidelity
How to Import Your Fidelity Portfolio
Getting your Fidelity data into AllInvestView takes less than 2 minutes. Here's how:
Export from Fidelity
Connect your Fidelity account automatically via SnapTrade for real-time portfolio syncing, or export your transaction history from Fidelity as CSV and upload to AllInvestView.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Fidelity's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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Investors using Fidelity also track these brokers with AllInvestView:
Track All Your Brokers Together
Got investments at multiple brokers? AllInvestView consolidates everything into one view:
Robinhood
Schwab
Interactive Brokers
Trading 212
DEGIRO
Freetrade
Revolut
Swissquote
TradeStation Global
Lynx
Binance
Coinbase
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eToro
Fidelity Portfolio Tracking FAQ
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