How to calculate PnL at Fidelity?

Discussion in 'Retail Brokers' started by steffi, Jan 16, 2010.

  1. steffi


    Fidelity's broker accounts provide history information where each transaction appears on a separate line and you'd have to parse that an correlate the trades yourself. Has anybody done this or have a better way of tracking performance when using Fidelity.
  2. Bowgett


    You can export history to CSV file and do reporting calculation in Excel.
  3. steffi


    when you want to analyze each trade by trade what's the best way to correlate them in Excel then?