Sheetlot

Fidelity CSV → Google Sheets

Fidelity’s YOU BOUGHT / Price ($) fields are awkward in Sheets. Sheetlot rewrites them and can merge your other broker exports in the same download.

Preview maps & exceptions

Broker dialects

Fees & Comm · YOU BOUGHT
IBCommission · Buy/Sell

Monthly ledger

trade_date,symbol,side,proceeds
source_amount,broker,source_file
source_row,review_flag

The problem

Raw Fidelity history fights pivots and breaks when concatenated with Schwab without a shared schema.

How it works

  1. Download Fidelity transaction history.
  2. Upload alone or with Schwab/IBKR/RH.
  3. Download one canonical CSV for Sheets.
Open the normalizerFidelity sample CSV

What you pay for

  • Accountant handoff pack with MANIFEST hashes
  • Saved maps (workspace + browser) and account identity
  • Broker totals, statement breaks, MoM multiset diff
  • $29/mo Pro desk — free preview does not export the full pack

Sheetlot is not a TurboTax importer and not tax advice. Official 1099-B feeds remain the filing source of truth.

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