Fidelity dividend tracker

Track your Fidelity dividends in minutes

Export your positions from Fidelity, import the CSV into Elite Dividend Tracker, and immediately see your complete dividend calendar, 12-month income forecast, sector breakdown, and upcoming payout schedule — with no account required.

Import Fidelity CSV free → Download for iOS
No account needed No email, no password, no sign-up
Auto-detects Fidelity Recognizes Fidelity CSV format automatically
Stays private Your holdings stay on your device
Elite Dividend Tracker dashboard showing a dividend calendar, income forecast chart, and upcoming payout list
Setup guide
How to import your Fidelity positions
01
Export from Fidelity

Go to Accounts & Trade → Portfolio → Positions, then click the Download button and save the CSV file to your device.

02
Import into EDT

Open Elite Dividend Tracker, go to Settings → Import CSV, and select your Fidelity file. EDT automatically detects the format and maps your holdings — no column mapping needed.

03
See your dashboard

Your dividend calendar, upcoming payout list, projected monthly income, and sector mix all populate automatically from live dividend schedule data.

Features
Everything you see after importing your Fidelity CSV
📅 Dividend calendar — see every upcoming pay date
📊 12-month income forecast chart
💰 Monthly and annual income totals
🏦 Sector mix breakdown
🔔 Push notifications before payouts (iOS, Pro)
✓ Mark dividends as received (Pro)
📈 Upcoming payouts list with expected amounts
🔒 Data stays on your device — no cloud sync
Import your Fidelity CSV → Download for iOS
Privacy
Why CSV import instead of broker linking?

Most dividend trackers ask you to connect your Fidelity account directly — sharing read access to your portfolio, transaction history, and account details with a third-party server. Elite Dividend Tracker takes a different approach.

With CSV import, you export your positions from Fidelity and import the file locally. No credentials are shared, no OAuth token is stored, and your position data is never transmitted to any server. Your Fidelity account stays between you and Fidelity.

The trade-off is that you re-import when your holdings change. For most dividend investors — who tend to hold positions for months or years — this is a small price to pay for not having your brokerage account connected to a third-party app.

FAQ
Fidelity + Elite Dividend Tracker questions

How do I export my positions from Fidelity?

Log in to Fidelity, go to Accounts & Trade → Portfolio → Positions, and click the Download link near the top right of the positions table. Save the CSV file to your device. The file includes your tickers, quantities, and current values.

Does EDT automatically detect the Fidelity CSV format?

Yes. EDT's broker auto-detection recognizes the Fidelity CSV layout automatically. You don't need to rename columns or adjust the file — just select it in Settings → Import CSV and EDT handles the mapping.

What if I have positions in multiple Fidelity accounts?

You can import multiple CSV files into the same portfolio, or use EDT's multi-portfolio feature (Pro) to keep separate accounts in separate portfolios. Each portfolio tracks its own dividend calendar and income projections.

Does EDT pull live dividend data for my Fidelity holdings?

Yes. After import, EDT enriches your holdings with live dividend schedule data — upcoming pay dates, per-share amounts, and frequency — so your calendar and forecast are based on current data, not just your cost basis.

Is the Fidelity CSV import free?

Yes. Fidelity CSV import is a free feature in Elite Dividend Tracker. The core dividend calendar, upcoming payouts, and income totals are free to use. Pro upgrades add the full 12-month forecast chart, sector analytics, payout history, and push notifications.

Does EDT work on iPhone for Fidelity users?

Yes. Elite Dividend Tracker is available as a free download on the iOS App Store. You can email yourself the Fidelity CSV and import it directly on your iPhone, or use the web app at elitedividendtracker.com.

Start tracking your Fidelity dividends → Download for iOS Get help