Portfolio & holdings
Available symbols, quantities, prices, cost basis, currency, and instrument details. Keep account names with your positions for filtering and pivots.
Build a portfolio tracker →Fidelity + Google Sheets
Your Fidelity portfolio.
In Google Sheets.
Give your Fidelity portfolio a home in the spreadsheet you already use. Bring available holdings, account balances, and transaction activity into organized tables, then build your own views without copying another CSV.
Free add-on · Read-only access · Refresh from the sidebar
From account data to useful rows
Import Fidelity positions,
transactions, and balances.
Choose only the tables you need. The add-on writes the data returned by your SnapTrade connection, so missing fields or unavailable datasets are not filled with estimates.
Transactions & dividends
Available buys, sells, dividends, deposits, fees, and other activity in your selected date window. Preserve amounts, types, dates, and descriptions.
Explore transaction imports →Accounts & cash
Account details and available cash and buying power by currency. Keep these separate when building a view across accounts.
See columns and formulas →Recent orders and optional experimental balance history are also available where supported. See all datasets and limits. Refresh fetches SnapTrade’s available snapshot; it does not force a new brokerage sync.
Connect once, reuse your setup
How to connect Fidelity to Google Sheets
Sign in on Fidelity
In SnapTrade Personal, choose Fidelity. Continue to Fidelity’s website, sign in, review the Fidelity Access agreement, and select the accounts you want to share. Back in SnapTrade, check that those accounts appear before connecting the Sheets add-on.
Read SnapTrade’s Fidelity connection guide ↗Connection instructions checked September 25, 2026.
Connect Fidelity in SnapTrade
Create or open your SnapTrade Personal account, connect your brokerage, and check that your accounts appear.
Open the add-on in Google Sheets
Follow the installation guide, open Extensions → Brokerage Connect → Open, and choose Connect SnapTrade. Use the same Google account as your spreadsheet and approve read access.
Choose accounts, preview, and import
Select your datasets and destination tabs. For transactions, select Activities and a date range. Review the preview and confirm who can see the spreadsheet before importing.
Refresh when you need an update
Use the sidebar to refresh configured imports with the data available from SnapTrade. Keep formulas and notes in separate analysis tabs. Background or scheduled refresh is not available.
Make the spreadsheet useful to you
Three ways to work with your Fidelity data
Keep accounts separate, see them together
Use account_name and account_id to distinguish the Fidelity accounts you selected. A pivot table can group holdings by account or combine matching symbols across the accounts visible to the add-on.
Review dividends alongside your holdings
Import Activities for a chosen date range and filter the returned activity types. Keep a dividend summary in an analysis tab so you can refresh the source table without rebuilding the summary.
Check cash equivalents before totaling
Positions can include instruments marked cash_equivalent. Check that field before combining position values with ST_Balances cash, so the same cash exposure is not counted twice.
Fidelity import questions
Do I need a Fidelity API key for Google Sheets?
No developer API key is needed for this add-on. You authorize the Fidelity connection through SnapTrade Personal, then grant Brokerage Connect read access to that connection. An account must be available through SnapTrade to appear in the import selector.
Can I import Fidelity to Google Sheets automatically?
The add-on writes the selected tables for you after you preview and confirm an import. To update them, use Refresh in the sidebar. It does not run unattended, schedule daily imports, or stream live prices.
How much Fidelity transaction history can I import?
Choose an inclusive start and end date for Activities. The history actually returned depends on the brokerage, account, and SnapTrade connection. Preview the results; a requested date range does not guarantee records for the entire period.
Who can see my imported brokerage data?
People who can access your spreadsheet may be able to see the imported values, including hidden staging or backup tabs. Check sharing before importing. The add-on requests read access and cannot place trades.
Is the Fidelity import free?
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
More details: privacy, disconnecting and deletion, and import troubleshooting.
Your next spreadsheet starts here
Bring your Fidelity data into Sheets.
Free add-on · Read-only access · Refresh from the sidebar
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
Have accounts elsewhere, too?
Add another supported brokerage in SnapTrade Personal and select the available accounts in the same import.
Browse all brokerage guides →Independent integration; not endorsed by Fidelity. Brokerage names identify compatible connections and belong to their respective owners.