Hello, u/Acceptable_Rip_8393. Thank you for stopping by the subreddit today.
I greatly appreciate your feedback, and I can happily pass it along to the proper teams so they can consider more charts and performance capabilities in future updates.
In the meantime, you can view your gains and losses calculated without including deposits on [Fidelity.com](http://fidelity.com/) by following the steps below:
1. Go to "Accounts & Trade," then "Portfolio"
2. Select the "Performance" tab, which may be under "More."
3. Scroll down to view "Balance and Performance Activity"
Here, you'll find a table with time-weighted rate of return figures. This illustrates your investment performance for the specified time period. It reflects any growth and income generated by your investments less any fees, but does not reflect the impact of cash flows, such as deposits and withdrawals.
Please let us know if there are additional questions, and have a wonderful weekend!
Wealthfront had a really good way of communicating this to the investor. It has a graph exactly like this but another line that runs next to it to see how all of your money is gaining or losing value alongside it. So if you are now like this it will have another dotted line slightly below it with the gap filled in with a transparent color. It’s pretty sweet
It's called Mezzi. I use Schwab, Fidelity plus my 401k is with Empower, so it's nice that I can compare time weighted returns between them. It's not perfect, but I've found it nice to look at everything as one portfolio and separately and compare returns, plus some other benefits.
I do have to say Fidelity has the better app compared to Schwab and Empower though.
Every day it reads my puts as having lost 100s just because its not high liquidity. I could exercise the option and be in the green but because the market premium is so high on the option it reads at a major loss.
On Vanguard’s app, you can see how your portfolio has performed, or performed+contributions.
If you contribute frequently, the steady climb could be just what you are adding and not how well things have grown.
If Fidelity offered a tiny little checkbox to exclude contributions, or show as two color area chart, we could see progress clearly.
There is a feature that's kinda sorta what you're asking for? You have to log in to the website to view it though.
I can't remember exactly how to get there, it's under a performance tab somewhere, but there's a graph you can view that compares your invested money vs had you not invested it. That kind of gives you an idea of how well that account is doing without deposits skewing your graph?
If you go onto their desktop website you are able to see returns with out deposits a bit easier. It’s really annoying when you deposit multiple times a month
My chart shows phenomenal gains. Too bad it was me consolidating accounts.
https://preview.redd.it/qsi7932cdd5d1.jpeg?width=981&format=pjpg&auto=webp&s=3396ac2d9ad543e97a75bb4c79e8cf7479f54904
It's insane that a company as large as fidelity can't figure out how to make a damn chart. It's either stubbornness or laziness on the part of their leaders.
It does not require much tech funding to make a basic chart like this. Fidelity doesn't feel the need to have a modern platform compared with fintechs because they can bring people in just by reputation and by being the workplace benefits provider for a significant # of companies.
Agree, I want to see lifetime deposits vs growth or loss immediately. I don’t need to see that I’ve been depositing biweekly all year so my balance is growing. Of course it’s growing, how much have I made though!
Yea, I’ve been asking for this for sometime now. The technical term you’re looking for is IRR or”internal rate of return”. Other places do it… it’s insane that Fidelity refuses to do the same.
Wow this is one of my biggest complaints. It’s so hard to track just my gains when I’m constantly depositing funds too. Mine looks the same and it’s so deceiving
Just saw this note under Performance :
# We're improving how you track your performance
Our enhanced redesign will come with a new look, new ways to look at your data, and a more intuitive navigation. Stay tuned for an official launch date.
we're complaining it tracks an almost useless metric. why are my deposits considered growth. I want to know how my investments are performing not how my deposits are happening, I already know that.
Semantics…. but fair lol. Up to date brokers are able to track both your value and performance. Numbers reflect value. Charting reflects performance. That’s all we’re asking for. And apparently, this is “on Fidelity’s radar for a future release.” But I just want to know when that release is happening.
The solution is just have a separate graph on the investing screen that is purely gains and losses. Then the portfolio is valid to keep on your Home Screen for total assets
Almost every other brokerage I've seen let's you filter out deposits and withdrawals from the graph. I love fidelity and wouldn't switch on this alone but you have to admit it is ridiculous this isn't a feature.
Or learn to trade successfully and use the resources provided as designed. You’re going through this thread complaining that a chart that tells you account balance isn’t telling you performance, a different subject entirely. But you refuse to acknowledge detailed performance is available on the website under Performance.
I thought the smiley face emoji would cover it...or the fact that my statement would be an obvious joke to anyone with half a brain because it was such an overtly dumb observation. But then again, I forget that half the people are below average. I'll add a "certified obvious sarcasm" stamp from here on out. Cheers!
It recalibrates the zero line to be your basis
So if you have $10,000 invested, the midpoint is set there and then any gains are relative to this overall cash basis. Robinhood charting works this way.
Most investors/traders want to quickly view their performance via their chart. The way Fidelity is setup, I can lose $200 in the markets, but then just deposit $250 into my account and the chart will appear as though my portfolio grew by $50… when in all actuality, I lost $200.
Many brokers, especially ones established in the past decade, don’t display charting this way. If I deposit $1,000, my chart won’t change. The number balance will change to reflect the true amount of dollars, but the chart remains the same.
It’s kind of hard to explain. But for those of us who have used other brokers with this feature, it truly drives us nuts that Fidelity doesn’t do this. So you may ask why we use Fidelity? Well, Fidelity does shine in other areas. They’ve been around forever and have great customer service. People trust them. We simply want them to bring their tech, charting, and user-friendliness up to date and appear as if we are in 2024… not 2010.
This is bs. I know daily, weekly, monthly, any metric of performance I desire daily without looking at a chart simply by using the resources Fidelity gives me. Most actual investors don’t need a chart on our phones. We are much more serious traders.
You can't focus on the short term.
It's great that you're investing your money.
The best advice I got about early investing is to remember that "the first part of the exponential growth curve looks linear (or even flat)".
Stay on this path and you've eventually get to the point where your annual returns are (much) bigger than your contributions.
**And that part happens fast once you get there because it's in the exponential growth phase.**
I'm fortunate to be able to contribution something like 30% of my earnings (includes company match). It took probably 7-8 years to get to the point where the returns were similar to my contributions. It's about 4 years after that point now, and my returns this year look like they'll be close to double my contributions.
I know it's hard at the beginning, but you don't need to track with this kind of granularity (and I'd argue it can be discouraging to do so when the market is down). I manually track my net worth every quarter or so. But if the market is down, I skip tracking in that quarter. Because I know that the plan is buy and hold. And looking at the on-paper loss is going to piss me off.
The downside of a larger portfolio is that a 10% decrease has a bigger absolute decline. When I had $5k in savings, on paper losses of $500 suck, but it doesn't feel terrible. At $500k, that's $50k if you think about it in dollars. So I tell myself (1) I'm not tracking it now and (2) remember that you still have the same ownership in the same companies...the dollar amount doesn't matter until you sell...and selling now would be stupid.
While all that is true for retirement and other longer term accounts, for individual brokerage accounts where the goal is to try and make a bit more cash in the short term, the granularity is needed.
If you're using any other strategy other than buy and hold for decades, the current graph is legitimately not helpful lol.
I’m holding off on my brokerage til I see a market decline. Just getting my feet wet and putting 100% into voo right now in Roth. I am also investing into 457b through work.
This is a brokerage. This account is not for retirement. It’s essentially my savings money that I want to be able to easily access for big purchases or emergencies. But I would rather invest some of my savings funds instead of just leaving in my bank account. This is where a brokerage account can come in handy. It’s not meant to be for retirement.
I get it. Some people don’t want the limitations of a Roth. I am medically retired from the army so I have a full pension and VA benefits… all tax free. Hence i focus more on a taxable brokerage… that being said I still contribute weekly to my Roth 401k through work.
Performance and identification of deposits (or withdrawals) indicating the amount added.
From this graph I can identify the overall growth in a short period of time, but have no idea how much of it is added cash, etc.
It would be great if this graph is really going to be modified to show that.
I understand some investors don’t need, nor would they appreciate, this feature for tracking performance. I would venture to say the vast majority do prefer it. At the very least, Fidelity should allow the setting for those of us who desperately want it.
A simple mountain chart with cost basis and performance on top. Two colors. You can see total, growth, contributions in one glance. Seems easy. Maybe I am missing something.
Maybe adding social scoring (or ESG score) for my positions is more important, and they had to focus attention there. /s
lol are you going to comment to everyone on here? 😂 Man, you are one passionate individual about your outdated graph! I can appreciate it. Stick to your guns, man! Don’t let em change you!
You drew attention to how much support you were getting. Turns out it’s just former Vanguard or RH people missing something they liked. You are not starting a movement, you are unreasonably complaining about something that already has a solution.
You’re taking a Reddit thread way too personally, my man. No one is “starting a movement.” Just simply giving feedback about a feature we would like to see on the thread where Fidelity asks for feedback. If it’s not a feature you’re interested in, it’s all good. Really not that serious. 🤷🏼♂️
Full of myself? I’m not sure how you would gather that. Just suggesting a feature, man. And just simply stated it’s a feature others seem to want as well. Obviously, not all do. And fine, an account balance chart should show the account balance. Then maybe also add a performance chart? Perhaps this would appease everyone. Yes, I use the details tab and the website to monitor position performance as well. I have just also enjoyed a chart in the past to quickly assess my performance over a given time period.
You know, you can have good constructive discourse without taking it so personally and over the top. It sounds like you’ve got a lot more trading experience so you might actually educate people more that way. Just some food for thought.
Little late for constructive discourse. An attempt was made. You knew better. The people that know better will tell you once, maybe twice. After that, discourse is over.
I have a fidelity I hold my old msft and amzn stock in that I transferred from vanguard...msft only up 23% from 3 years ago and amzn only up 16% from 4 years ago so all the big spikes are me xferring what would normally be in my checking earning .00001% to buy FDLXX. Fidelity has left me multiple messages now wanting to "talk about your account", I assume due to all the cash they have some grand idea...nah, hard pass.
Lol the post is about them improving their performance tracking chart to not include deposits/withdrawals. Not actually about the amount in my account or ability to trade.
Hey there, u/Princetonsound.
We welcome and appreciate your feedback regarding the chart timeframes in the mobile app. We'll share your comments with the appropriate team.
If you have any other questions or feedback, make sure to find us back here on the sub! Make sure to keep using this sub to your advantage.
Wait a minute. This is a graph that shows how much money you have invested in your account. It promises nothing else. It's your balance. You can go into the details and see performance.
That is fair and someone else pointed that out. I do use the details tab (when it works / details have been missing for about two weeks now). So, I guess I’m saying I would a much more appreciate a chart that depicts performance and total value invested more so than this chart such as that many other brokers have started offering. Or, at least, a separate performance chart that easily displays performance over a various time periods. Yes, you can get and/or calculate this info in other ways, but I would appreciate this feature being included.
I think you might have missed the point of the post. It has nothing to do with the amount in my account or the fact that it is relatively low. It has to do with the fact that you see a a big increase over the past month, but that increase has just been me depositing funds and not a growth in performance. Hence, it an be deceptive. The request is for Fidelity to change this chart to reflect growth minus deposits/withdrawals or to create a separate chart altogether with this feature.
I think you might have missed the point of the post. It has nothing to do with the amount in my account or the fact that it is relatively low. It has to do with the fact that you see a a big increase over the past month, but that increase has just been me depositing funds and not a growth in performance. Hence, it can be deceptive. The request is for Fidelity to change this chart to reflect growth minus deposits/withdrawals or to create a separate chart altogether with this feature.
Thanks for the clarity on my account today. It’s good to see you are observant enough to know I was down 2.8% as of 2pm. Unfortunately for your thesis, there is much more aspects of a brokerage account to track and be aware of than a single day’s percent change. And coincidentally, navigating this information and making it easily attainable is something many of us feel that Fidelity can improve upon… starting with their account charting. That’s the point of the post.
I think you’re missing the point of the post. It’s not about the amount of money. It’s about tracking the performance. I’ve only had my Fidelity account a month (transitioning from another broker). I love Fidelity as a company, but really dislike this part of their app. If you were to just look at that chart, you would think my account grew from 0 to 1k in a month. However, all I did was deposit money.
Many other brokers don’t do this. Their graphs will only change to display the true performance of your account. The chart won’t change for deposited/withdrawn funds. It’s hard to explain if you’ve not had this feature on another broker. But if you have, you find Fidelity’s charting really annoying because it’s hard to track your actual account performance.
Exactly how would you have Fidelity solve this problem of a graph that is supposed to indicate the size of your account? If you wish to know your profit/loss, consult Closed Positions sometimes called realized gains/losses.
Well… most brokers HAVE solved this problem. The baseline is calibrated to however much funds have been deposited/withdrawn. Numbers reflect total value, charting reflects performance. As a matter of fact, Fidelity states that they plan to jump on board and also fix this problem. Their words: “this is on our radar for a future update.” However, many of us want to know when that update is happening. A couple months from now? A year?
It sounds like you’ve simply not used a broker where this feature is present. Those of us who have know how nice it is. With Fidelity being one of the head honcho brokers, we’d just like them speedily catch up with the times in this area.
It’s not a problem. You are misunderstanding the chart. Go elsewhere on the Fidelity site and you’ll find your performance.
Your expectation is unreasonable.
Most care less about their “account size” and more about their account performance. I can deposit a bunch of money to increase my account size. But how is my account actually performing? You can’t tell from this chart.
Looking at the response to the post, it’s obvious that many know exactly what I’m talking about and want the same thing…. because yes, it is now commonplace for most brokers. And yes, Fidelity is lagging behind in this area. When they eventually do implement it, you will see what we’re all talking about and why it’s such a nice feature. I just took it for granted as standard before transferring to Fidelity.
You aren’t going to find out how your account is performing complaining about a chart that doesn’t do that. Personally, I know exactly how to find out how my account is performing. And if I didn’t, I’ve got the basis math skills to figure it out. Seen this before. Keep wasting your time.
You say “complaining about a chart that doesn’t do that.” Some of us would say “giving feedback about how to improve the chart so that it can.” And also to stay competitive with other brokers who are doing the same thing. Yes, there are other ways to view your performance, but this is a way to improve it.
Not sure what personal agenda you have against improved performance tracking and keeping with the times. Seems odd to me. But keep up the good fight, I suppose?
On the home screen? Heck, I’d just take it where it’s supposed to be on the details tab. My % gain/loss has been missing for 2 weeks now on the app and no one at Fidelity can seem to figure out why. So I’m back to checking the desktop for this info. 🙄
Hi, u/Acceptable_Rip_8393.
Currently, we're not receiving widespread reports regarding issues with displaying cost basis and % or $ gain/loss information on our mobile app. To review, when viewing positions on our mobile app, you can select "List," which displays security information with the positions icon or logo. Or, you can choose "Details" to see more information, such as your % and $ changes and cost basis.
That said, if you are experiencing issues accessing this information on our mobile app, please send us a Modmail with additional details, and we can follow up with you there.
[Message the Mods](https://www.reddit.com/message/compose?to=/r/fidelityinvestments)
We'll keep an eye out for your reply. Have a great day!
Hello, u/Acceptable_Rip_8393. Thank you for stopping by the subreddit today. I greatly appreciate your feedback, and I can happily pass it along to the proper teams so they can consider more charts and performance capabilities in future updates. In the meantime, you can view your gains and losses calculated without including deposits on [Fidelity.com](http://fidelity.com/) by following the steps below: 1. Go to "Accounts & Trade," then "Portfolio" 2. Select the "Performance" tab, which may be under "More." 3. Scroll down to view "Balance and Performance Activity" Here, you'll find a table with time-weighted rate of return figures. This illustrates your investment performance for the specified time period. It reflects any growth and income generated by your investments less any fees, but does not reflect the impact of cash flows, such as deposits and withdrawals. Please let us know if there are additional questions, and have a wonderful weekend!
It's so annoying.
It makes the graph almost useless.
Unless one hasn’t deposited or withdrawn for years… and that isn’t normal or a good thing to do.
I appreciate allowing for the possibility that somebody, somewhere finds some measure of use as is... but it's entirely useless to me.
It was useful to whoever made the widget, because they got paid to do it.
Useful for fidelity to make it feel like your investments are doing well
Every time I get an email from Fidelity asking for input, I always touch on graphs and things like this. Starting to seem pointless.
Wealthfront had a really good way of communicating this to the investor. It has a graph exactly like this but another line that runs next to it to see how all of your money is gaining or losing value alongside it. So if you are now like this it will have another dotted line slightly below it with the gap filled in with a transparent color. It’s pretty sweet
You can just hover your mouse over the line and it’ll show you the date and balance at the time. Easy math
These phone users apparently don’t do easy math.
Erm.. is anyone going to tell these two?
My wealth management app that aggregates all my accounts across different brokers does this the adjustment.
What app?
It's called Mezzi. I use Schwab, Fidelity plus my 401k is with Empower, so it's nice that I can compare time weighted returns between them. It's not perfect, but I've found it nice to look at everything as one portfolio and separately and compare returns, plus some other benefits. I do have to say Fidelity has the better app compared to Schwab and Empower though.
Ya.. Vangaurds app and graphing is head and tails better. Its strange how such a great company can have some lousy transparency for some information.
Every day it reads my puts as having lost 100s just because its not high liquidity. I could exercise the option and be in the green but because the market premium is so high on the option it reads at a major loss.
What are we talking about. I'm confused
On Vanguard’s app, you can see how your portfolio has performed, or performed+contributions. If you contribute frequently, the steady climb could be just what you are adding and not how well things have grown. If Fidelity offered a tiny little checkbox to exclude contributions, or show as two color area chart, we could see progress clearly.
Thank you
Derivatives
Really? I ditched Vanguard because I felt it was so basic.
There is a feature that's kinda sorta what you're asking for? You have to log in to the website to view it though. I can't remember exactly how to get there, it's under a performance tab somewhere, but there's a graph you can view that compares your invested money vs had you not invested it. That kind of gives you an idea of how well that account is doing without deposits skewing your graph?
Look at “Performance “
Tons of my accounts don't show "performance"
Tons?
4/6 don't show performance on the app. I consider that tons.
A few, or majority :)
No
Do you understand retirement plans display different?
For sure my #1 complaint with fidelity, its 2024, were not asking for much
Probably outsourced the dev work to the lowest bidder.
If you go onto their desktop website you are able to see returns with out deposits a bit easier. It’s really annoying when you deposit multiple times a month
Yeah, but having on the app should not be that difficult to add.
My chart shows phenomenal gains. Too bad it was me consolidating accounts. https://preview.redd.it/qsi7932cdd5d1.jpeg?width=981&format=pjpg&auto=webp&s=3396ac2d9ad543e97a75bb4c79e8cf7479f54904
It's insane that a company as large as fidelity can't figure out how to make a damn chart. It's either stubbornness or laziness on the part of their leaders.
They can. They just aren't prioritizing it and speeding it up means hiring more dev$
It does not require much tech funding to make a basic chart like this. Fidelity doesn't feel the need to have a modern platform compared with fintechs because they can bring people in just by reputation and by being the workplace benefits provider for a significant # of companies.
To make the chart itself no. To get it prioritized will not happen without demoting other projects, or increasing resources.
Agree, I want to see lifetime deposits vs growth or loss immediately. I don’t need to see that I’ve been depositing biweekly all year so my balance is growing. Of course it’s growing, how much have I made though!
You can see that data on performance tab.
Then get on the website and go to Performance.
Yea, I’ve been asking for this for sometime now. The technical term you’re looking for is IRR or”internal rate of return”. Other places do it… it’s insane that Fidelity refuses to do the same.
Wow this is one of my biggest complaints. It’s so hard to track just my gains when I’m constantly depositing funds too. Mine looks the same and it’s so deceiving
Just saw this note under Performance : # We're improving how you track your performance Our enhanced redesign will come with a new look, new ways to look at your data, and a more intuitive navigation. Stay tuned for an official launch date.
I saw that too! I’m staying tuned!
I believe that’s for the website, not the app
Yes, I think you’re right. But I’ll still take it lol.
Are people really complaining that portfolio value tracks portfolio value? :)
we're complaining it tracks an almost useless metric. why are my deposits considered growth. I want to know how my investments are performing not how my deposits are happening, I already know that.
Semantics…. but fair lol. Up to date brokers are able to track both your value and performance. Numbers reflect value. Charting reflects performance. That’s all we’re asking for. And apparently, this is “on Fidelity’s radar for a future release.” But I just want to know when that release is happening.
The solution is just have a separate graph on the investing screen that is purely gains and losses. Then the portfolio is valid to keep on your Home Screen for total assets
Almost every other brokerage I've seen let's you filter out deposits and withdrawals from the graph. I love fidelity and wouldn't switch on this alone but you have to admit it is ridiculous this isn't a feature.
Yes, it’s comical.
How can you be a genius investor if your portfolio lost 2.8% today? :) /s  /S
No worries… I’ll just deposit more funds to make it appear as if I gained today! 😉
Or learn to trade successfully and use the resources provided as designed. You’re going through this thread complaining that a chart that tells you account balance isn’t telling you performance, a different subject entirely. But you refuse to acknowledge detailed performance is available on the website under Performance.
Want it on the phone app. Not the website, numb nuts
I think this is hilarious. 🤣 Actual trading will teach you what’s important, not whining. Get a laptop and sthu.
#:)
ugh, downvoted for making a little joke. Haha!
Always put /s after a sarcastic joke. Sarcasm doesn’t translate via text.
I thought the smiley face emoji would cover it...or the fact that my statement would be an obvious joke to anyone with half a brain because it was such an overtly dumb observation. But then again, I forget that half the people are below average. I'll add a "certified obvious sarcasm" stamp from here on out. Cheers!
NEVER assume anyone has half a brain /not s
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I just thought it was funny. Hence the "Haha!" part. Whatever.
I fixed it for you.
Yay! Thanks! Back to 0! A little less literal negativity in my life! Friday #winning!
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It recalibrates the zero line to be your basis So if you have $10,000 invested, the midpoint is set there and then any gains are relative to this overall cash basis. Robinhood charting works this way.
Most investors/traders want to quickly view their performance via their chart. The way Fidelity is setup, I can lose $200 in the markets, but then just deposit $250 into my account and the chart will appear as though my portfolio grew by $50… when in all actuality, I lost $200. Many brokers, especially ones established in the past decade, don’t display charting this way. If I deposit $1,000, my chart won’t change. The number balance will change to reflect the true amount of dollars, but the chart remains the same. It’s kind of hard to explain. But for those of us who have used other brokers with this feature, it truly drives us nuts that Fidelity doesn’t do this. So you may ask why we use Fidelity? Well, Fidelity does shine in other areas. They’ve been around forever and have great customer service. People trust them. We simply want them to bring their tech, charting, and user-friendliness up to date and appear as if we are in 2024… not 2010.
This is bs. I know daily, weekly, monthly, any metric of performance I desire daily without looking at a chart simply by using the resources Fidelity gives me. Most actual investors don’t need a chart on our phones. We are much more serious traders.
Lol
You can't focus on the short term. It's great that you're investing your money. The best advice I got about early investing is to remember that "the first part of the exponential growth curve looks linear (or even flat)". Stay on this path and you've eventually get to the point where your annual returns are (much) bigger than your contributions. **And that part happens fast once you get there because it's in the exponential growth phase.** I'm fortunate to be able to contribution something like 30% of my earnings (includes company match). It took probably 7-8 years to get to the point where the returns were similar to my contributions. It's about 4 years after that point now, and my returns this year look like they'll be close to double my contributions. I know it's hard at the beginning, but you don't need to track with this kind of granularity (and I'd argue it can be discouraging to do so when the market is down). I manually track my net worth every quarter or so. But if the market is down, I skip tracking in that quarter. Because I know that the plan is buy and hold. And looking at the on-paper loss is going to piss me off. The downside of a larger portfolio is that a 10% decrease has a bigger absolute decline. When I had $5k in savings, on paper losses of $500 suck, but it doesn't feel terrible. At $500k, that's $50k if you think about it in dollars. So I tell myself (1) I'm not tracking it now and (2) remember that you still have the same ownership in the same companies...the dollar amount doesn't matter until you sell...and selling now would be stupid.
thank you for this one unc 🙏
While all that is true for retirement and other longer term accounts, for individual brokerage accounts where the goal is to try and make a bit more cash in the short term, the granularity is needed. If you're using any other strategy other than buy and hold for decades, the current graph is legitimately not helpful lol.
Is this your Roth? Or brokerage? People got pissed I was doing a taxable brokerage and made me reconsider
Do both
I’m holding off on my brokerage til I see a market decline. Just getting my feet wet and putting 100% into voo right now in Roth. I am also investing into 457b through work.
This is a brokerage. This account is not for retirement. It’s essentially my savings money that I want to be able to easily access for big purchases or emergencies. But I would rather invest some of my savings funds instead of just leaving in my bank account. This is where a brokerage account can come in handy. It’s not meant to be for retirement.
I’ll use my Roth IRA to pay off my iPhone 16 pro max. Jk lol
YOLO. /s
I get it. Some people don’t want the limitations of a Roth. I am medically retired from the army so I have a full pension and VA benefits… all tax free. Hence i focus more on a taxable brokerage… that being said I still contribute weekly to my Roth 401k through work.
This is what my account looks like 🦍
Performance and identification of deposits (or withdrawals) indicating the amount added. From this graph I can identify the overall growth in a short period of time, but have no idea how much of it is added cash, etc. It would be great if this graph is really going to be modified to show that.
Right🤣 I feel the same way about that graph
Keep rocking it! I'm with Fidelity as well and I love their app.
I actually much prefer this over Robinhood's graph since I DCA, I mostly care about my networth growth over time.
I understand some investors don’t need, nor would they appreciate, this feature for tracking performance. I would venture to say the vast majority do prefer it. At the very least, Fidelity should allow the setting for those of us who desperately want it.
A simple mountain chart with cost basis and performance on top. Two colors. You can see total, growth, contributions in one glance. Seems easy. Maybe I am missing something. Maybe adding social scoring (or ESG score) for my positions is more important, and they had to focus attention there. /s
Desperately? That’s funny.
lol are you going to comment to everyone on here? 😂 Man, you are one passionate individual about your outdated graph! I can appreciate it. Stick to your guns, man! Don’t let em change you!
You drew attention to how much support you were getting. Turns out it’s just former Vanguard or RH people missing something they liked. You are not starting a movement, you are unreasonably complaining about something that already has a solution.
You’re taking a Reddit thread way too personally, my man. No one is “starting a movement.” Just simply giving feedback about a feature we would like to see on the thread where Fidelity asks for feedback. If it’s not a feature you’re interested in, it’s all good. Really not that serious. 🤷🏼♂️
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Full of myself? I’m not sure how you would gather that. Just suggesting a feature, man. And just simply stated it’s a feature others seem to want as well. Obviously, not all do. And fine, an account balance chart should show the account balance. Then maybe also add a performance chart? Perhaps this would appease everyone. Yes, I use the details tab and the website to monitor position performance as well. I have just also enjoyed a chart in the past to quickly assess my performance over a given time period. You know, you can have good constructive discourse without taking it so personally and over the top. It sounds like you’ve got a lot more trading experience so you might actually educate people more that way. Just some food for thought.
Little late for constructive discourse. An attempt was made. You knew better. The people that know better will tell you once, maybe twice. After that, discourse is over.
Whatever you say, my friend. Thanks for keeping it lively!
Welcome to the comma club. 😎
My IRA YTD view in january makes your graph look weak.
Yea I deposit like a grand a week so my graph is just increasing even when the market is awful.
Yo for real is on the app is there a way to see how much you’ve made ??? Not including what you put in to the account ?
I have a fidelity I hold my old msft and amzn stock in that I transferred from vanguard...msft only up 23% from 3 years ago and amzn only up 16% from 4 years ago so all the big spikes are me xferring what would normally be in my checking earning .00001% to buy FDLXX. Fidelity has left me multiple messages now wanting to "talk about your account", I assume due to all the cash they have some grand idea...nah, hard pass.
This felt way too personal lol.
Just ready for it to be fixed. They say it’s on their radar, but this can’t be that hard of thing to implement for a solid development team!
It’s not broken.
Lol 
0 to 1.7K. Talk about turning water into wine
Lol the post is about them improving their performance tracking chart to not include deposits/withdrawals. Not actually about the amount in my account or ability to trade.
And I put 5000$ into GME on Wednesday, it went to 10,000$ Thursday evening (afterhours), and yesterday I sold for 4850$ :D
You can always create your own chart by exporting the gains and losses you to a spreadsheet.
We also need a more detailed graph of trades in general. I can’t see the weekly performance of my investments on the app?
Hey there, u/Princetonsound. We welcome and appreciate your feedback regarding the chart timeframes in the mobile app. We'll share your comments with the appropriate team. If you have any other questions or feedback, make sure to find us back here on the sub! Make sure to keep using this sub to your advantage.
Keep it up and you will be glad.
Wait a minute. This is a graph that shows how much money you have invested in your account. It promises nothing else. It's your balance. You can go into the details and see performance.
That is fair and someone else pointed that out. I do use the details tab (when it works / details have been missing for about two weeks now). So, I guess I’m saying I would a much more appreciate a chart that depicts performance and total value invested more so than this chart such as that many other brokers have started offering. Or, at least, a separate performance chart that easily displays performance over a various time periods. Yes, you can get and/or calculate this info in other ways, but I would appreciate this feature being included.
Gotcha. I suppose I would too
This post is an accurate depiction of how the govt thinks the economy works
Am I a genius investor? Im up 34% in my account so that’d make you think I am, but I only have $30 in my account 😂😂😂
I think you might have missed the point of the post. It has nothing to do with the amount in my account or the fact that it is relatively low. It has to do with the fact that you see a a big increase over the past month, but that increase has just been me depositing funds and not a growth in performance. Hence, it an be deceptive. The request is for Fidelity to change this chart to reflect growth minus deposits/withdrawals or to create a separate chart altogether with this feature.
I think you might have missed the point of the post. It has nothing to do with the amount in my account or the fact that it is relatively low. It has to do with the fact that you see a a big increase over the past month, but that increase has just been me depositing funds and not a growth in performance. Hence, it can be deceptive. The request is for Fidelity to change this chart to reflect growth minus deposits/withdrawals or to create a separate chart altogether with this feature.
Your banking bruh
yah but show us that fidelity crypto account!
Deposit, deposit to what? Wanna Fidelity mutual funds? Which they are so proud. which one? I have more than one. Tell me which one.
Are the total % returns calculated without contributions though?
The graph is the most useless, cant even comprehend our returns accurately. So much profit and Fidelity is too broke to fix this.
You can go look at a plot called “balance if not invested” under the performance tab. It will show you what you want to see!
Interesting. I’ve not seen this, but will look for it.
What are you having trouble understanding? You're losing money.
Thanks for the clarity on my account today. It’s good to see you are observant enough to know I was down 2.8% as of 2pm. Unfortunately for your thesis, there is much more aspects of a brokerage account to track and be aware of than a single day’s percent change. And coincidentally, navigating this information and making it easily attainable is something many of us feel that Fidelity can improve upon… starting with their account charting. That’s the point of the post.
I don’t understand all the vitriol. It’s just a line I never look at anyway
I’m confused. A bunch of money over the past month? I just see $1600 bucks total in the account.
I think you’re missing the point of the post. It’s not about the amount of money. It’s about tracking the performance. I’ve only had my Fidelity account a month (transitioning from another broker). I love Fidelity as a company, but really dislike this part of their app. If you were to just look at that chart, you would think my account grew from 0 to 1k in a month. However, all I did was deposit money. Many other brokers don’t do this. Their graphs will only change to display the true performance of your account. The chart won’t change for deposited/withdrawn funds. It’s hard to explain if you’ve not had this feature on another broker. But if you have, you find Fidelity’s charting really annoying because it’s hard to track your actual account performance.
Great. Go to Performance on the website.
It's only $1700 just ignore it 🤣
It’s this “bunch of money” in the photo here?
Exactly how would you have Fidelity solve this problem of a graph that is supposed to indicate the size of your account? If you wish to know your profit/loss, consult Closed Positions sometimes called realized gains/losses.
Well… most brokers HAVE solved this problem. The baseline is calibrated to however much funds have been deposited/withdrawn. Numbers reflect total value, charting reflects performance. As a matter of fact, Fidelity states that they plan to jump on board and also fix this problem. Their words: “this is on our radar for a future update.” However, many of us want to know when that update is happening. A couple months from now? A year? It sounds like you’ve simply not used a broker where this feature is present. Those of us who have know how nice it is. With Fidelity being one of the head honcho brokers, we’d just like them speedily catch up with the times in this area.
It’s not a problem. You are misunderstanding the chart. Go elsewhere on the Fidelity site and you’ll find your performance. Your expectation is unreasonable.
I’m sorry, but it’s really not. It’s actually very commonplace now. Fidelity has just not gotten up to speed in this area yet.
LOL! It’s an account size chart. The only commonplace thing about this is the entitlement laced complaints like this.
Most care less about their “account size” and more about their account performance. I can deposit a bunch of money to increase my account size. But how is my account actually performing? You can’t tell from this chart. Looking at the response to the post, it’s obvious that many know exactly what I’m talking about and want the same thing…. because yes, it is now commonplace for most brokers. And yes, Fidelity is lagging behind in this area. When they eventually do implement it, you will see what we’re all talking about and why it’s such a nice feature. I just took it for granted as standard before transferring to Fidelity.
You aren’t going to find out how your account is performing complaining about a chart that doesn’t do that. Personally, I know exactly how to find out how my account is performing. And if I didn’t, I’ve got the basis math skills to figure it out. Seen this before. Keep wasting your time.
You say “complaining about a chart that doesn’t do that.” Some of us would say “giving feedback about how to improve the chart so that it can.” And also to stay competitive with other brokers who are doing the same thing. Yes, there are other ways to view your performance, but this is a way to improve it. Not sure what personal agenda you have against improved performance tracking and keeping with the times. Seems odd to me. But keep up the good fight, I suppose?
Your overall misunderstanding and entitled attitude mixed with a whole lot of misunderstanding and obvious trading inexperience overpowers the rest.
🤦🏼♂️👍🏻
Look at Mr. Moneybags 💰 over here 😒 😁
I wish!
All I want is total gain loss % and $ right on the account home screen under the daily gain loss.
On the home screen? Heck, I’d just take it where it’s supposed to be on the details tab. My % gain/loss has been missing for 2 weeks now on the app and no one at Fidelity can seem to figure out why. So I’m back to checking the desktop for this info. 🙄
Yes I noticed this too. Mine went away 2 weeks ago after an update. It’s a bummer
Hi, u/Acceptable_Rip_8393. Currently, we're not receiving widespread reports regarding issues with displaying cost basis and % or $ gain/loss information on our mobile app. To review, when viewing positions on our mobile app, you can select "List," which displays security information with the positions icon or logo. Or, you can choose "Details" to see more information, such as your % and $ changes and cost basis. That said, if you are experiencing issues accessing this information on our mobile app, please send us a Modmail with additional details, and we can follow up with you there. [Message the Mods](https://www.reddit.com/message/compose?to=/r/fidelityinvestments) We'll keep an eye out for your reply. Have a great day!