Connect Fidelity to Alphalog
What you can do
- Sync stocks, options, investments trades automatically
- Bias audit every trade with editable tags (FOMO, revenge, overconfidence, anchoring, and more)
- Mine your history for profitable patterns with Pattern Mining
- Stress-test your portfolio with Risk Copilot scenarios
How to connect
- 1
Open Settings → Brokers in Alphalog and choose your broker.
- 2
Complete the secure connection flow in your broker’s window.
- 3
Approve read-only access. Alphalog never sees your credentials.
- 4
Your trades, holdings, and balances sync in automatically.
What Alphalog imports
- Executed trades and trades
- Current holdings and cost basis
- Cash balances and buying power
- Multi-leg options strategies with full attribution
- Account-level P&L and realized gains
Frequently asked
How does Alphalog connect to Fidelity?
Fidelity connects through Alphalog Broker Connection, our unified broker-connectivity layer. You complete a secure authorization flow and Alphalog begins importing read-only trade and balance data.
Can Alphalog execute trades on my Fidelity account?
No. Every connection is read-only. Alphalog can see your trades, holdings, and balances — nothing else. We cannot place, cancel, or modify orders, and we cannot move funds.
How often does my Fidelity data sync?
Fidelity trades typically appear within minutes of execution. Pro and Elite plans get increased sync frequency.
Does Alphalog support multi-leg options strategies from Fidelity?
Yes. Fidelity options trades arrive with full strategy attribution — vertical spreads, iron condors, butterflies, and custom multi-leg combos are grouped correctly in your journal.
Is my Fidelity data secure with Alphalog?
Yes. All data in transit is TLS-encrypted. Direct-integration tokens are stored encrypted in Supabase Vault. Partner-integration tokens are held by our broker-connectivity provider under their own security standards. Row-level security means only you can access your data.
Start syncing your Fidelity account
Get the full Alphalog AI journal on a 14-day Pro trial. No credit card required.