- Export
- No export imports yet
- Steps checked
- 23 October 2026, against the official help pages
- How well it's tested
- Not available. See the record on the broker page
Before you start
Leaf Edge doesn't read Fidelity's export files yet. If you upload Fidelity's Accounts History download, Leaf Edge recognises it and points you to SnapTrade instead.
What to do instead
- Connect Fidelity through SnapTrade, on Pro and Ultimate: a read-only connection that brings your trades in a day behind. Follow the SnapTrade guide.
- On Free, add trades one at a time with Add Trade on the Trades page.
Sources
What the official pages say:
Sources read on 23 October 2026.
Next
Then review your first trade
Once your trades are in, each one has its own page: link it to a playbook or mark it as an honest skip, grade it, and note what you planned, what you did and what you learned. How a trade review works.