See dividend income by holding from your Fidelity CSV exports
Fidelity statements and income cards often show a portfolio total. Many people still want a simple view of which holdings paid what — by ticker and by month — from the CSVs they can already export.
DividendsHQ is educational decision-support for Fidelity History and Positions exports. It is not investment advice, not a recommendation to buy, hold, or sell, and not a promise of returns.
View demo opens sample data labeled EXAMPLE DATA — invented tickers and fake quantities, not your portfolio.
What “income by holding” means here
Here, “income by holding” means cash dividends received, attributed to symbols in your History export, with open-holdings context from your Positions file.
History is the Activity file that includes dividend transactions (and other activity). Positions is your holdings list — not cash balances.
This is a review of your uploaded history, or of EXAMPLE DATA. It is not a forecast of future income and not a ranking of what to buy.
What you need from Fidelity
You need two Fidelity CSVs: History (dividend transactions) and Positions (holdings).
Step-by-step export instructions: How to export from Fidelity
What you can review (educational)
After you upload History and Positions and run analysis, you can review:
- Income — totals, monthly and cumulative charts, and top payers from dividends received
- Monthly — a symbol-by-month view of dividends
- Holdings and ticker detail — per-symbol income from your files
Views are built from the files you upload (Fidelity History and Positions only in this beta). Other brokers are not supported.
Try EXAMPLE DATA first
View demo opens sample data labeled EXAMPLE DATA — invented tickers and fake quantities, not your portfolio. Educational only, not investment advice.
View demo (EXAMPLE DATA) on https://dividendshq.com
Then use your own exports
When you are ready, create an account on https://dividendshq.com (open beta). Upload History and Positions — only files you are authorized to process — then run analysis. The new account stays empty until you upload.
Path: 1 View demo (EXAMPLE DATA) → 2 Create account → 3 Upload Fidelity History + Positions (only files you are authorized to process).
FAQ
How is this different from Fidelity’s income card or Tax Info?
Fidelity’s own screens often show portfolio-level income. This page is about reviewing income by holding from History and Positions CSVs you export. It is educational decision-support, not a replacement for Fidelity statements or tax forms.
Which files do I need?
Two Fidelity CSVs: History (dividend transactions, among other activity) and Positions (holdings, not cash). See How to export from Fidelity.
Is this a forecast of future income?
No. DividendsHQ does not promise returns or guarantee performance. This page is educational on dividends already in your export, or on EXAMPLE DATA.
Does this tell me to buy, hold, or sell?
No. DividendsHQ is not investment advice and not a recommendation to buy, hold, or sell.
Can I try before uploading my files?
Yes. View demo opens sample data labeled EXAMPLE DATA — invented tickers and fake quantities, not your portfolio.
Other brokers?
This beta accepts Fidelity History and Positions CSVs only. Other brokers are not supported.
Where do I create an account?
Create account on https://dividendshq.com (open beta).
Is this investment advice?
No. Educational decision-support only — not investment, tax, or legal advice.
Fidelity and other product or company names are trademarks of their respective owners. DividendsHQ is not affiliated with, endorsed by, or sponsored by Fidelity Investments.