The Portfolio Tracker Fidelity Should Have Built
Connect your Fidelity account for free. Get 15 days of automatic syncing. Keep your portfolio data forever. Upgrade only if you want continued auto-sync.
No credit card required. Works with IRAs, 401(k)s, and brokerage accounts.
Fidelity Full View Frustrations Are Real
According to discussions on Bogleheads, Reddit, and investor forums, these issues have been reported for years. If any sound familiar, you're not alone.
Accounts stop syncing for days or weeks
Investors on Bogleheads report external accounts showing a "!" indicator and not updating for days. Deleting and re-adding accounts often doesn't help. Some even report Fidelity's own accounts not syncing correctly.
Performance tracking requires $250K+ in assets
Fidelity locks the Performance tab behind "Premium Services" status, requiring $250,000+ in Fidelity assets. And even then, tracking isn't retroactive. You have to wait a full month after qualifying before data appears.
Assets labeled "Unknown" with no way to fix it
According to forum discussions, Treasury Bills, Notes, Bonds, and even some 401(k) holdings show as "Unknown" in asset allocation views. Users report 20%+ of their portfolio miscategorized, and you can't manually override it.
Can't sort holdings by portfolio percentage
This feature has been requested on investor forums for years. Fidelity's GPS Report lists holdings in random order, making it nearly useless for understanding which positions actually matter.
Desktop only, no mobile app support
Full View isn't available on mobile. And on desktop, Safari users often face issues because Full View requires cross-site tracking to be enabled, a privacy setting many users prefer to keep off. Stock Unlock works on iOS, Android, and any browser.
One Dashboard for All Your Brokerages
Fidelity, Schwab, Vanguard, Robinhood? Connect them all. See your true total portfolio, not fragmented views.
Combined Portfolio View
See your IRA at Fidelity, 401(k) at work, and brokerage at Schwab as one portfolio. Get combined returns, combined diversification, combined everything. No more spreadsheet gymnastics.
True Asset Allocation
When you're 60% stocks at Fidelity and 80% bonds at Vanguard, what's your real allocation? Stock Unlock shows you across all accounts, with proper categorization that actually works.
Dividend Income Across All Accounts
See your total dividend income from every brokerage. Project the next 12 months of payouts month-by-month. Know exactly when cash is hitting which account.
Keep Using Fidelity for Trading
We're not a brokerage. We don't want you to leave Fidelity. We add the analysis layer Fidelity doesn't provide. Trade at Fidelity, analyze at Stock Unlock. Different incentives, better tools.
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 requires $250K+ for performance tracking. We give it to everyone, for free during your 15-day trial. 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
Every holding in your Fidelity account gets 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 all 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
More Than Portfolio Tracking
Your complete investing toolkit. One platform.
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.
"Fidelity's FidFolio makes it really easy for me to execute basket trades. But Stock Unlock's Portfolio tool is... oh, let's see... not less than 10,000% better at providing analytics than Fidelity's FidFolio."- Fidelity investor & Stock Unlock user
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 directly with SnapTrade. We only receive a secure token for read-only access.
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
Unlike Yodlee-based competitors (90-200 day limits), SnapTrade imports your complete Fidelity transaction history.
Frequently Asked Questions
Does Stock Unlock work with all 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?
Why does Stock Unlock work on Safari when Full View doesn't?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Schwab
Vanguard
Robinhood
E-Trade
IBKR
Webull
Chase
Tastytrade
Ready to Get More From Your Fidelity Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Fidelity free. Keep your data forever.
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