Welcome
Get started in a few minutes
Upload your Fidelity exports once, then explore income, account value, payout grades, and research tools. Everything below is organized the same way as the left menu.
How to get started (3 steps)
-
Upload your Fidelity CSVs —
Transaction history plus a positions file on
Upload & analyze.
How to export from Fidelity
- Positions: account → Positions → three-dot menu (right of the holdings table) → download CSV.
- History: Activity & Orders → History (Dividends/Interest on) → date dropdown → Custom (not Year to date, not the 10/30/60/90 presets) → download/export icon on the right of the table toolbar (not the Positions three-dot menu). Repeat chunks if the download is capped.
- Upload every History file plus Positions, then Run analysis.
- Run analysis — Builds income charts, market value, holdings, and optional live grades.
- Explore — Use Dashboard pages for your account, Tools for research (any ticker, ETFs, compare).
Dashboard
Your account after analysis:
- Income — dividends, monthly & cumulative charts
- Market value — total value, growth, timeframe gain/loss
- Grades — A–D payout consistency for open holdings
- Monthly / Holdings / Ticker — detail views
Tools
Research beyond your book:
- Grade any ticker — market payout grade (ownership if you held it)
- ETF look-through — quality profile of ETF top holdings
- Compare — 2–4 tickers side-by-side
- Score a portfolio — what-if mix of tickers + shares
Data & Support
Keep files fresh and get answers:
- Upload & analyze — CSVs and refresh
- Export — download CSV snapshots
- Help — page guide + metric glossary
- Contact — [email protected] & legal
Quick tips
- This beta accepts Fidelity History and Positions CSVs only.
- After new CSVs, click Run analysis so dashboards update.
- ⓘ icons explain scores and metrics in plain English — also see Help → glossary.
- “Market proxy” on a grade means public dividend history, not that you owned the shares.
Income
Dividend income KPIs and trends for open holdings (sold names excluded from grades).
Sold positions (excluded from grades)
Market value ⓘ
Total account value from your positions export, plus estimated growth over time (current share counts × historical prices). Click ⓘ on each KPI for a plain-English explanation.
Estimated value over time
Holdings by market value
Grades ⓘ
Ownership-period grades (A–D) for currently held names — same criteria everywhere: Payout Level ⓘ, Consistency ⓘ, Stability ⓘ, Track Record ⓘ. Higher historical income rate scores more points. Click ⓘ for plain-English definitions.
Letter distribution
Score vs annualized income
Click a row for category breakdown (same model as Ticker detail).
Category breakdown ⓘ
Monthly payouts
Open holdings plus sold lots through their exit date.
Holdings summary
Open positions with income metrics (joined to grades when available).
Ticker detail ⓘ
Grades payout consistency (A–D) ⓘ. If you owned the ticker in your uploaded Fidelity history, your real ⓘ ownership window is used; otherwise this is a market proxy ⓘ (not proof that you held the shares).
Category breakdown ⓘ
Key metrics ⓘ
Portfolio dividends by month (if in analysis)
Grade any ticker ⓘ
Look up any ticker for a payout-consistency grade (A–D) ⓘ. Defaults to market dividend history ⓘ (you do not need to have owned it). If that symbol appears in your uploaded Fidelity files, your real ⓘ ownership window is applied automatically.
Category breakdown ⓘ
Key metrics ⓘ
ETF look-through ⓘ
View the A–D payout profile of the top holdings inside a dividend ETF. Weights come from the fund’s reported holdings (via market data) and may be delayed.
Top holdings graded ⓘ
Sector weightings
Compare ⓘ
Compare 2–4 stocks or ETFs on payout grade, yield, approximate dividend growth, and category points. Plain-English explanations are linked next to each metric.
Side-by-side
Metric explanations
Score a portfolio
Enter any set of holdings (ticker + shares) for a value-weighted grade and projected dividend income — useful for what-if mixes. You can load open holdings from your last analysis.
| Ticker | Shares |
|---|
Holdings detail
Upload & analyze
This beta accepts Fidelity CSV exports only (History and Positions). Other brokers are not supported. Upload those files, then run analysis for this workspace.
How to export from Fidelity
- Positions: account → Positions → three-dot menu (right of the holdings table) → download CSV.
- History: Activity & Orders → History (Dividends/Interest on) → date dropdown → Custom (not Year to date, not the 10/30/60/90 presets) → download/export icon on the right of the table toolbar (not the Positions three-dot menu). Repeat chunks if the download is capped.
- Upload every History file plus Positions, then Run analysis.
Upload CSVs
Use the latest exports from Fidelity (History + Positions).
Workspace files
Files stored for your account (used by analysis).
- No CSV files yet.
Run analysis
Builds KPIs, monthly matrix, holdings, and optional grades.
Export
Download cached analysis as CSV. Excel rebuild stays on the personal Streamlit tool for now.
Help
Brief guide to each area of DividendsHQ. Start with Upload & analyze after you sign in so your Fidelity files power the dashboards.
Dashboard
- Income
- Dividend cash you received: totals, monthly and cumulative charts, top payers, and sold positions excluded from grades.
- Market value
- Account value from your positions export, cost basis, gain/loss for a selected timeframe, growth chart, and holdings by value.
- Grades
- A–D payout-consistency grades for open holdings (ownership window when available). Click a row for category breakdown.
- Monthly
- Symbol × month dividend matrix. Filter by open/sold and pay frequency (monthly, quarterly, etc.).
- Holdings
- Per-ticker income summary joined to grades and position metrics when available.
- Ticker detail
- Deep dive on one symbol: grade, categories, metrics, and portfolio dividends by month if it appears in your analysis.
Tools
- Grade any ticker
- Look up any ticker for an A–D grade. Uses market dividend history by default; if that symbol is in your Fidelity uploads, your ownership window is used.
- ETF look-through
- See the A–D payout profile of the top holdings inside a dividend ETF, plus fund sector weights when available.
- Compare
- Side-by-side comparison of 2–4 stocks or ETFs on grade, yield, approximate dividend growth, and category points.
- Score a portfolio
- Enter ticker + shares (or load from analysis) for a value-weighted grade and projected dividend income — useful for what-if mixes.
Understanding scores
Every major metric has a plain-English explanation. Open Help → Metric glossary below, or hover/tap ⓘ icons next to scores in Tools.
Data
- Upload & analyze
- Upload Fidelity history and positions CSVs, then run analysis to refresh Income, Market value, Grades, and related pages.
- Export
- Download grades, holdings, or monthly matrices as CSV from your last analysis.
Support
- Home
- Getting-started hub with shortcuts to Upload, Dashboard, and Tools.
- Help
- This page — overview of each section plus the metric glossary.
- Contact
- How to reach DividendsHQ, plus legal and copyright notices.
Tips
- This beta accepts Fidelity History and Positions CSVs only.
- After uploading new CSVs, click Run analysis (or Refresh analysis) so dashboards update.
- Gain/loss (YTD) on Market value follows the timeframe filter; Vs cost basis is all-time vs Fidelity cost.
- Ad-hoc grades that say market proxy do not mean you owned that ticker.
Contact
Reach DividendsHQ and review important legal notices.
About this product
DividendsHQ helps you organize Fidelity dividend and position exports, estimate account value over time, and review payout-consistency grades. It is a decision-support tool for personal portfolio review — not a brokerage, custodian, or advisory service.
Disclaimer
Information on this site is for educational and informational purposes only and does not constitute investment, tax, legal, or financial advice. Grades, yields, projected income, and historical value charts are estimates based on your uploaded files and third-party market data (for example Yahoo Finance via yfinance). Data may be incomplete, delayed, or incorrect.
Past performance does not guarantee future results. You are solely responsible for investment decisions. Consult a qualified professional before acting on any information from DividendsHQ.
Data & privacy
Account data and uploaded brokerage CSVs are stored on DividendsHQ’s hosted servers (currently Railway) for your signed-in workspace so we can run analysis and show your dashboards. Connections use HTTPS. We do not add a separate application-level encryption layer to your CSVs. We do not place trades or provide investment advice. Do not upload files you are not authorized to process. Protect your login. A full privacy policy will replace this notice before a public or paid launch.
Cookies and referral counts
Third-party trademarks
Fidelity, Yahoo Finance, and other product or company names are trademarks of their respective owners. DividendsHQ is not affiliated with, endorsed by, or sponsored by Fidelity Investments or Yahoo.
Copyright
© 2026 DividendsHQ. All rights reserved. Logo and brand assets are property of DividendsHQ. Unauthorized copying or redistribution of the application or branding is prohibited except as allowed by applicable law.
For permissions or other inquiries, contact [email protected].
Legal
Terms, privacy, and disclaimer pages will be published here.
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