Portfolio
All your accounts in one place
Import the positions file from each broker and see your total value, today’s change, gains, income and what’s coming up for the things you own. Read-only: Wenlo never connects to or trades in your accounts.
Import positions from Schwab or Fidelity
Importing takes a free account, so your portfolio is there on every device. It’s free, and the same account keeps your watchlists and trading journal.
Made-up accounts and holdings. No account needed.
Where to find it at Fidelity
- Sign in at fidelity.com and open Accounts & Trade → Portfolio.
- Choose All accounts (or one account), then the Positions tab.
- Select the download icon above the table. The file is named like Portfolio_Positions_Oct-16-2026.csv.
One file can hold several accounts; each one becomes its own account here (Individual, Roth IRA…).
Where to find it at Schwab
- Sign in at schwab.com and open Accounts → Positions.
- Pick the account in the account selector.
- Select Export (top right of the table) and save the CSV. Repeat for each account.
Schwab names the file after the account, like Individual-Positions-2026-10-16-….csv.
Every account, merged
The same stock in several accounts shows as one holding, with each account’s shares underneath.
What’s coming up
Earnings, dividends, options expiring and CDs maturing for the things you own, on a calendar.
Prices stay current
Prices update on their own; re-import when you buy or sell to refresh quantities.
We save the positions you import (symbols, quantities, cost basis and account names, never full account numbers) to your Wenlo account, so you can see them on any device. Your files themselves never leave your browser. Delete them anytime on this page. See the privacy policy.