Get that investment data in to Xero today

This is the support site for the Fidelity to Xero Chrome Extension available on the Chrome Store

No more data entry

The extension is free and generates a CSV file to import in to Xero as a journal entry. Save hours on monthly reconciliations of investment activity for Fidelity brokerage accounts. The extension works on consolidated or individual statements but you must be on the Fidelity site for the extension to load. Individual holdings are not scraped. The following amounts are scraped from HTML brokerage statements:

  • Taxable dividends
  • Non taxable dividends
  • Taxable interest
  • Non taxable interest
  • Total inflows
  • Total outflows
  • Change in investment value
  • Deposits
  • Bill pay
  • Other withdrawals
  • Securities bought

See trends from Xero data

With all that data in Xero, enter monthly data from Xero back in to the extension to make graphs of key financial milestones:

  • Assets, Liabilities and Net Worth Trend monthly
  • Lifetime Savings and Lifetime Savings Rate
  • Passive vs Active (Wage) Income (make sure you set up your tracking categories or accounts this way)
  • Taxable and nontaxable income
  • Asset allocation to equity,debt, alternatives over time

Data stays in your browser

There's no servers or logins here. If you clear your cache, the monthly data you entered for graphs and mapping to Xero's chart of accounts is gone. You can save the CSV file with mappings in Xero Files or HubDoc. And the mapping exists in Xero as a posted journal entry too.

Need help? Want a quick demo? Contact me.