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RizeTrade

Fidelity Trading Journal

Start your Fidelity trading journalFeatures

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Import your Fidelity trades

Import your Fidelity trades into RizeTrade and review your performance, execution and trading habits in one place.

Bring your trading history into RizeTrade using supported broker sync or file import. You can also enter trades manually whenever you want to add something yourself.

Once your trades are inside RizeTrade, you can review them in more detail instead of relying on trade history alone.

The trades table listing imported fills with entry, exit, net profit and R, its net, gross and R filter alongside

Review trades on the chart

See your past trades in market context.

RizeTrade shows where you entered and exited, making it easier to review your timing and see how the trade developed.

Look back at the setup, your execution and what happened after you closed the position.

A five-minute chart with the indicator search open, listing moving averages, Parabolic SAR and directional movement

Analyse your journal with AI

Trading Mentor AI helps you explore patterns across your trading history. Ask questions about your own trades, results and behaviour.

  • Which trades have my strongest execution?
  • What do my losing trades have in common?
  • Am I repeating the same mistakes?
  • Which habits appear in my best trades?
  • When does my performance start to change?

Use your journal as a source of feedback rather than just a record.

The Ask Trading Mentor AI button over the trades table, ready to be asked about the wins and losses listed behind it

Measure trading efficiency

Winning and losing only tells you part of the story.

Trading Efficiency helps you review how well you handled the trade itself, including whether your execution matched the opportunity.

This gives you another way to identify trades that were handled well and trades where the result may hide weak execution.

Trade efficiency at 66.1%, each bar showing the part of the move captured and the part left behind

Grade your trades

Trade Grade lets you score the quality of each trade separately from its P&L.

A trade can make money without being a decision you want to repeat. Another can lose while still following your process correctly.

Grading trades helps you focus on consistency rather than judging everything by the result.

The journal editor with a second, larger A, B, C grade control floating in front of it

Add notes and context

Keep the reasoning behind your trades alongside the numbers.

Record why you entered, what you expected and anything you noticed during the position.

When you return to the trade later, you have more than an entry price and exit price to work from.

Trade notes in the Notebook, with written context attached to individual trades

Track your emotions

Record how you felt when making the decision.

  • Patient
  • Confident
  • Frustrated
  • Hesitant
  • Impulsive

As your journal grows, you can compare those emotions against your results, execution and trade grades.

That can help expose patterns that are difficult to notice while you are trading.

A tag breakdown table with the strongest emotion list open over it, Calm highlighted

View your P&L calendar

See how your results are distributed across the month.

The P&L Calendar makes it easy to spot stronger days, difficult periods and changes in trading activity.

When a day stands out, open the trades behind it and review what happened.

A month of trading as a calendar, each day showing its trade count and profit or loss, with a weekly total column

Track your discipline

Use the Discipline Tracker to measure whether you followed your own trading rules.

Choose the behaviours you care about and record whether each trade matched your process.

Over time, you can compare disciplined trading with the periods where you started moving away from your plan.

Daily rules table with two of its rules lifted forward, follow rates from 0% to 100%

Review your trading statistics

Step back from individual trades and look at your performance across a larger sample.

RizeTrade Statistics help you compare your trading history, spot recurring patterns and see how your results change over time.

The goal is to understand what is consistently happening, not overreact to one trade.

Trading statistics grid showing total trades, win rate, profit factor, average hold times and drawdown

Create journal reports

Journal Reports give you a structured way to review your trading history.

Bring together your performance, discipline, trade quality and execution to get a clearer picture of how your trading is developing.

Use them for regular reviews instead of trying to remember what changed from one period to the next.

Trade notes in the Notebook, each attached to a symbol, with the chart for one of them alongside

Fidelity journal features

  • Trading Mentor AI

    Analyse patterns across your trading history.

  • Past trade charts

    Review previous trades with more context.

  • Trading efficiency

    Measure the quality of your execution.

  • Trade grade

    Score trades separately from their result.

  • P&L calendar

    See daily trading results across the month.

  • Broker sync & file import

    Bring supported trade data into RizeTrade.

  • Manual trade entry

    Add individual trades yourself.

  • Emotion tracking

    Connect mindset with trading performance.

  • Discipline tracker

    Measure whether you followed your process.

  • Statistics

    Analyse your wider trading history.

  • Journal reports

    Turn your trading data into regular reviews.

Get more from your Fidelity trade history

Your Fidelity account shows you the trades you made. RizeTrade helps you review the decisions behind them.

See how you executed, identify recurring habits and use your history to make each trading review more useful.