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Portfolio overview

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Source

Awaiting import

Drop your Fidelity Portfolio_Positions CSV here

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Market Value

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Drop a CSV to begin

Cost Basis

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Imported basis totals

Unrealized P/L

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Absolute and %

Positions

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Open holdings in file

No portfolio loaded yet

Export Portfolio_Positions from Fidelity, then drop the CSV above. Everything runs locally in your browser — nothing is sent to a server. Replace the file any time to refresh the view.