Integrate Fidelity
submitted
C
CT-z5LmDGaDJrd7P
Users Feature Request:
- Add a dynamic integration to see total portfolio overview of crypto - portfolio tracking only
- For tax reporting integration, may need a feature to exclude the Fidelity Integration for tax purposes as they have their own tax reporting.
As a user, what can I do?
You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to
Complete
should we pursue this feature. Up-voters will be notified of the status change.I need additional assistance, who can I contact?
For further assistance, please contact our support team directly.
Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience!
Keyword: fidelity, integration, portfolio, portfolio tracking
Log In
Sam - CoinTracker
submitted
C
CT-z5LmDGaDJrd7P
Fidelity does not currently show up in the Wallet search for connect to wallets. Is there a roadmap for this? ETA? One use case is to see a portfolio overview with dynamic data from the source (Fidelity) and pricing. A second use case is for use at year end tax reporting. This may be complicated as Fidelity does its own record keeping and reporting. Cointracker may need to provide a simple way to not include apropriate tax information to avoid double reporting.