The Best Fidelity Portfolio Tracker: 50+ Features Beyond Full View
Your money stays at Fidelity. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible Fidelity connections, including many IRAs and brokerage accounts.
Where Fidelity's Portfolio Tools Fall Short
Fidelity is a strong brokerage. Many investors still want deeper portfolio analytics workflows than the native tools provide.
Performance workflows are spread across multiple tools
Fidelity provides performance and planning tools, but many investors still piece together analysis across multiple screens. Stock Unlock gives you one dedicated portfolio analytics workflow from day one.
External account aggregation often needs troubleshooting
Investors regularly discuss aggregation friction in portfolio tracking forums, especially when combining multiple institutions. Stock Unlock is designed for a cleaner cross-broker analytics workflow once accounts are connected.
Classification flexibility is limited for advanced analysis
Fidelity offers useful allocation snapshots, but many investors still need cleaner custom grouping and a more actionable analysis workflow. Stock Unlock adds deeper breakdowns for ongoing monitoring and faster decisions.
Consistent analytics workflow across devices
Fidelity's tools are spread across multiple surfaces. Stock Unlock keeps your analytics workflow consistent across iOS, Android, and desktop browsers so you can review the same signals anywhere.
Keep Fidelity. Upgrade Your Investment Workflow.
Trade and custody stay at Fidelity. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Fidelity handles brokerage execution
- Orders, fills, custody, and cash movement remain at Fidelity.
- You keep your existing Fidelity account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs Fidelity Full View
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Fidelity shows basic dividend data. We show you the complete picture: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
True Performance Tracking
Fidelity offers portfolio performance tools, but availability and depth can vary by account context and platform surface. Stock Unlock provides dedicated performance tracking from day one. See how your portfolio actually performed, accounting for the timing of your deposits and withdrawals.
- Time-weighted return (compare against benchmarks fairly)
- Money-weighted return (see your actual dollar gains)
- Returns with and without dividends reinvested
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your Fidelity account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your Fidelity Portfolio on Mobile
Unlike Full View, Stock Unlock works everywhere. Check your portfolio, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect Fidelity for free
Click "Connect Brokerage" and select Fidelity. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your holdings, transactions, and dividends sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
Secure, Read-Only Access
Stock Unlock connects to Fidelity through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings and transactions. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from Fidelity's third-party permissions.
Full transaction history
SnapTrade imports holdings and transaction data for supported Fidelity connections.
Frequently Asked Questions
Does Stock Unlock work with my Fidelity accounts?
Is it safe to connect my Fidelity account?
What's free vs. paid?
Can I track Fidelity alongside other brokerages?
How often does my Fidelity portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Fidelity account later?
What if I don't want to connect my brokerage?
Does Stock Unlock work on Safari and privacy-focused browsers?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready for a Better Fidelity Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your Fidelity account free. Keep your data forever.
Connect Fidelity FreeNo credit card required. 30-day money-back guarantee on paid plans.