KKLinePic

Fidelity trade history chart

Turn your Fidelity account activity into an entry and exit review chart.

This guide is for Fidelity stock traders who want to review trades on a real chart instead of a table of fills. Download your transaction history, reshape the fill rows into a small CSV, and KLinePic renders an annotated K-line image with buy/sell markers, holding window, return, and drawdown — even from a date-only export.

Open US stock workflow Download CSV template
US stock trade review chart with buy and sell markers built from a Fidelity export
Example output: a daily review chart with entry/exit markers, indicator overlays, and a right-side trade summary.

Export your trade history from Fidelity

Fidelity's help page for the account History tool documents the essentials of downloading transaction history: the tool searches approximately 5 years of transaction data and filters by date, transaction type (purchases, sales, money movement, dividends, and interest), and symbol or CUSIP. Fidelity does not publish a fixed layout for the download and relabels its navigation over time, so the steps below describe the pattern, not pixel-exact menus.

Where to look

Log in, open the account you traded in, and go to its activity or history view. Set a date range, then use the download control by the table.

How far back it goes

Per Fidelity's help, the History tool covers roughly 5 years. Copy older fills from the relevant account statement.

Filter to trades

Use the transaction type filter to keep just purchases and sales — a smaller file with none of the rows you would drop anyway.

Privacy first

Remove the account number and personal identifiers before uploading anywhere. A review chart only needs symbol, side, time, price, and quantity.

Map the export onto KLinePic CSV fields

Fidelity's public help pages do not document the download's exact column headers, and layouts can change — so treat the table below as a checklist of what to look for rather than literal header names. A date, a symbol, a side, a quantity, and a price are all a review chart needs.

KLinePic field From your Fidelity export Notes
trade_id Not in the export — assign your own Use one label per round trip (for example FID-GOOGL-01) so partial fills group onto a single chart.
symbol The symbol / ticker column Plain US tickers such as GOOGL or AAPL. Mutual-fund and option rows do not map to stock candles — leave them out.
event_type The action / transaction-type column Map purchase rows to buy and sale rows to sell; drop dividends, reinvestments, and money movement.
position_side Not present in a cash-equity export Use long for ordinary Fidelity stock trades; the field mainly matters for hedged futures.
time The run / trade date column ISO 8601 datetime with a UTC offset, e.g. 2026-07-01T09:45:00-04:00 — US sessions run on US Eastern Time. For a date-only export, append a session time such as T09:30:00-04:00.
price The price column Per-share fill price, not the total dollar amount of the order.
quantity The quantity / shares column Number of shares; decimals are fine — event_type carries the side, not a negative sign.
fee A commission or fees column, if present Optional — leave it at 0 when no explicit fee is listed.
note Anything extra you want to keep Optional free text. Extra columns are ignored on import and listed back to you. Put context such as fee currency here as note text (for example currency=USD) only when you want it preserved.

The CSV shape KLinePic reads

A complete round trip is just a few rows. Two fills sharing one trade_id fold into one GOOGL review chart with entry and exit markers and the holding window between them:

trade_id,symbol,event_type,position_side,time,price,quantity,fee,note
FID-GOOGL-01,GOOGL,buy,long,2026-07-01T09:45:00-04:00,175.00,8,0,currency=USD
FID-GOOGL-01,GOOGL,sell,long,2026-07-03T15:30:00-04:00,182.00,8,0,currency=USD

Each time is a full ISO 8601 datetime with a UTC offset (-04:00 is US Eastern in summer) — for a date-only Fidelity export, append a session time as in the rows above. The full field reference, including JSON input for automation, lives in the CSV/JSON data protocol, and the US stock template is a ready-made starting file.

Workflow

  1. Download your transaction history from Fidelity. Log in, open the account's activity or history view, set a date range that covers the trades you want, and use the download control near the history table. History reaches back roughly 5 years; pull statements for older trades.
  2. Reshape the fill rows into the KLinePic CSV. Keep the buy and sell rows for the symbol you are reviewing, map your export's date, side, price, and quantity columns onto the KLinePic fields, and reuse one trade_id across every fill of the same round trip.
  3. Upload the CSV in the US stock workflow, or paste the rows directly. KLinePic renders the fills as buy and sell markers on the symbol's candlestick chart — no account is required to render the chart.
  4. Check the recognized symbol, side, dates, and quantities. Confirm the markers sit on the sessions you actually traded and the summary panel matches your Fidelity activity before sharing.
  5. Export the finished review image. Download it for your journal or a post, or batch-render a whole month of trades through the Agent API.

KLinePic vs the usual alternatives

Three common ways to review Fidelity fills, compared on the job that matters here: a marked-up chart of a single trade.

  KLinePic Manual screenshot + spreadsheet Typical trading-journal SaaS
Setup time Minutes — upload or paste fills Slow — crop and annotate by hand for every trade Longer — sign-up plus import setup
Account required No — render without an account No Usually yes
Output Annotated K-line review image with return, run-up, and drawdown A static screenshot plus separate spreadsheet rows Dashboards and aggregate statistics
Buy/sell markers on a real K-line Yes — B/S markers placed from your actual fills Only if you draw them yourself Varies by product
Shareable image Yes — the output is a share-ready image Yes, but assembled by hand each time Varies; often behind a login
Cost to start Free to start Free, but costs time on every trade Often subscription-based

Key facts

  • KLinePic (klinepic.com) turns real trade fills — uploaded or pasted as CSV — into a shareable annotated K-line review chart: entry/exit (B/S) markers, holding window, return, max run-up, max drawdown, and optional indicator panels such as MACD.
  • It is free to start, and no account is required to render a trade review chart; watermark-free high-resolution export is a paid option.
  • Coverage includes US stock brokers, crypto exchange fills (Binance, OKX, Bybit, Bitget, Gate, MEXC, KuCoin, HTX), China A-share statements, futures, forex, and MetaTrader.
  • The KLinePic CSV fields are trade_id, symbol, event_type, position_side, time, price, and quantity, plus optional name, fee, and note. Any other column is rejected by the parser — extra context such as a fee currency belongs inside note as free text (for example currency=USD).
  • Batch rendering is supported, with a documented Agent API guide at /guides/trade-review-chart-api/ and a CSV/JSON data protocol at /docs. The interface is bilingual (English and Chinese).
  • Fidelity's help says its account History tool searches approximately 5 years of transaction data, with date, transaction-type, and symbol/CUSIP filters; older history lives in account statements.

Common mistakes and troubleshooting

Reinvested dividends charted as entries

Dividend reinvestment rows look like small buys. Drop them so the entry marker reflects your decision, not an automatic reinvestment.

Splitting partial fills into separate trades

An order filled in several pieces shows up as several rows. Give them all the same trade_id so they land on one chart as a single position.

Timezone drift on timestamps

US equity sessions run on US Eastern Time. Date-only values are safe; if you add clock times, include the UTC offset so markers hit the right candle.

Mutual-fund and option symbols

Fund rows price once a day and option rows describe a contract, so neither maps onto stock candles — keep the chart to bare equity tickers like GOOGL.

FAQ

How do I export my trade history from Fidelity?

Log in to fidelity.com, open the account you traded in, go to its activity or history view, set a date range, and use the download control near the history table. The labels shift over time, but the pattern — account, history, date range, download — stays the same.

How far back does Fidelity transaction history go?

Fidelity's help page for its account History tool says it searches approximately 5 years of transaction data and points to account statements for anything older. Beyond that window, copy the fills from the statement for that period by hand.

My export only shows a trade date, not a fill time. Does that work?

Yes. When a row only has a date, KLinePic places the marker on that trading day, using file order to keep buys ahead of sells. An intraday time only matters for intraday alignment.

Are dividends, reinvestments, and transfers a problem?

No. The review chart is drawn from buy and sell events only. Keep just the fill rows for the symbol you are reviewing and drop dividends, reinvestments, interest, and cash movements.

Does KLinePic connect to my Fidelity account?

No. KLinePic reads only the CSV you upload or paste — no brokerage login, no account linking. Delete account numbers first if you like; the chart only needs symbol, side, time, price, and quantity.

Is KLinePic free to use?

KLinePic is free to start, and no account is required to render a trade review chart. Watermark-free high-resolution export is available as a paid option.

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