Import Fidelity
Trades to QSREX

Fidelity's full-service brokerage for stocks, options, ETFs, and retirement accounts — import your complete Fidelity trade history into QSREX for professional analytics.

📄 CSV + AI Import
Step-by-Step Guide

How to Import Fidelity Trades

Get your Fidelity trade history into QSREX in three simple steps.

01
💾
Export from Fidelity

Log into Fidelity, go to Accounts & Trade → Performance & Reports → Closed Positions, select your date range, and export as CSV.

02
📥
Upload to QSREX Journal

In QSREX Journal App, go to Import → Select Platform, choose Fidelity, and drop your CSV file.

03
🤖
AI maps your columns automatically

QSREX's AI parser auto-detects Fidelity's export format and maps all trade fields without any manual configuration.

Analytics Engine

What You Get After Import

Every Fidelity trade is analysed instantly — from raw executions to actionable insights on your stock and options performance.

📈
D-Score Analytics

QSREX's D-Score rates your trading discipline 0–100, analysing your Fidelity history for entry quality, risk management, and consistency.

💹
P&L Breakdown

Visual P&L calendar, equity curve, and daily/weekly/monthly breakdowns — all auto-populated from your Fidelity trade history.

🎯
Win Rate & Streaks

Track win rate, profit factor, and R-multiples across all Fidelity trades. Filter by ticker, account, and option strategy.

Free To Start

Start Analysing Your Fidelity Trades

No credit card required. Import your Fidelity history and get your first D-Score in minutes.