Fidelity ROTH IRA Stats

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3rd Column = Quick Comparison Of All Trades In Portfolio

Percent Amount

Total Winnings (Fees Included)	53911.81	-
Total Losses (Fees Included)	-72961.73	-
Net Profit (Fees Included)	-19049.93	-
Profit Margin	-35.34%	🔒%
Commissions	32.5	-
Reg Fees	4.11	-
Total Fees	36.61	-
Gross Profit (Fees NOT Included)	-19013.32	-
Avg Daily P&L	-19049.93	🔒%
Total \| Closed \| Open*	171 \| 168 \| 3	-
Total Winners	120 \| 71.43%	- \| 🔒%
Total Losers	44 \| 26.19%	- \| 🔒%
Total Scratches	4 \| 2.38%	- \| 🔒%

Symbols Traded*	35	-
Max Consecutive Winning	38	🔒%
Max Consecutive Losing	8	🔒%
Avg Position Amount*	23.65	🔒%
Avg Position Cost*	674.69	🔒%
Largest Win	6721.74 \| 104.6%	🔒% \| 🔒%
Largest Loss	-38500.0 \| 0.0%	🔒% \| 🔒%
Avg Win	449.27 \| 7.79%	🔒% \| 🔒%
Avg Loss	-1658.22 \| 0%	🔒% \| 🔒%
Avg Trade Duration	-	🔒%
Avg Win Duration	-	🔒%
Avg Loss Duration	-	🔒%
Avg Scatch Duration	-	🔒%

* Unless "Status" filter applied. These stats include trades where "Status" = open
** More stat ideas? Write us here or in the Discord

Last Entry	Asset	Symbol	Broker	Portfolios	Pattern(s)	Type	Amt.	Cost	P&L%	P&L$
May 22, 2025, 9:32 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	360.00	18.06%	65.00
May 19, 2025, 1:07 p.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	500.00	20.00%	100.00
May 16, 2025, 9:35 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	300.00	16.67%	50.00
May 15, 2025, 10:50 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	395.00	0.00	-395.00
May 9, 2025, 9:35 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	375.00	13.33%	49.98
May 8, 2025, 11:11 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-20.10	0.00	1008.58
May 1, 2025, 11:03 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	340.00	17.65%	59.98
May 1, 2025, 9:30 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-25.00	0.00	898.57
April 23, 2025, 9:30 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	300.00	18.33%	55.00
April 11, 2025, 3:10 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	275.00	9.09%	25.00
March 25, 2025, 10:36 a.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	450.00	11.11%	49.98
March 19, 2025, 11:53 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	250.00	20.00%	50.00
March 14, 2025, 8:13 a.m.	Stock	NORTHEAST BK PORTLAND ME CD 4.20% 03/17/2026	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1000.00	1000.00	0.00	-1000.00
March 12, 2025, 5:30 a.m.	Stock	FIRST ST BK WEBSTER CITY IOWA CD 5.05% 03/12/2025	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	1000.00	5.05%	50.50
March 5, 2025, 12:33 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	250.00	20.00%	50.00
Feb. 21, 2025, 11:59 p.m.	Option	AMZN	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-8.00	0.00	799.29
Jan. 21, 2025, 1:33 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	2.00	-50.00	0.00	49.98
Jan. 18, 2025, 5:11 a.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	6000.00	0.00	-6000.00
Jan. 17, 2025, 11:59 p.m.	Option	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-4.00	0.00	399.31
Jan. 17, 2025, 9:36 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	340.00	14.71%	49.98
Jan. 17, 2025, 9:30 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	330.00	16.36%	53.97
Jan. 16, 2025, 3:30 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	320.00	15.63%	49.98
Jan. 15, 2025, 9:32 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	309.65	16.26%	50.34
Jan. 10, 2025, 12:56 p.m.	Option	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-22.00	Open	Open
Jan. 8, 2025, 12:09 p.m.	Option	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-26.00	0.00	598.58
Jan. 6, 2025, 3:09 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	325.00	15.38%	49.98
Jan. 6, 2025, 9:30 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	300.00	16.67%	50.00
Dec. 18, 2024, 3:03 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	370.00	0.00	-370.00
Dec. 18, 2024, 9:33 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	380.00	0.00	-380.00
Dec. 17, 2024, 10:22 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	390.00	0.00	-390.00
Dec. 16, 2024, 10:59 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-450.00	0.00	449.98
Dec. 16, 2024, 9:30 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	375.00	13.33%	49.98
Dec. 11, 2024, 6 a.m.	Stock	CIVISTA BK SANDUSKY OHIO CD 4.25% 12/19/2025	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1000.00	1000.00	Open	Open
Dec. 11, 2024, 5 a.m.	Stock	WELLS FARGO BANK CD 5.10% 12/11/2024 CD LADDER	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	1000.00	5.10%	51.00
Dec. 9, 2024, 9:35 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-400.00	0.00	399.98
Nov. 29, 2024, 9:30 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	350.00	15.71%	54.98
Nov. 25, 2024, 9:59 a.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	400.00	0.00	-400.00
Nov. 25, 2024, 9:54 a.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	3785.00	43.87%	1660.31
Nov. 22, 2024, 1:17 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	400.00	12.50%	49.98
Nov. 22, 2024, 10:04 a.m.	Stock	ETHA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	2496.50	0.00	-2496.50
Nov. 21, 2024, 1:15 p.m.	Stock	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	450.00	0.00	-450.00
Nov. 14, 2024, 10:22 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-2.37	0.00	2061.57
Nov. 11, 2024, 9:41 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-350.00	0.00	350.00
Nov. 11, 2024, 9:30 a.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	3486.00	33.99%	1184.87
Nov. 8, 2024, 1:44 p.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-325.00	0.00	325.00
Nov. 8, 2024, 9:34 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-300.00	0.00	300.00
Nov. 6, 2024, 9:30 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	250.00	13.86%	34.64
Oct. 24, 2024, 9:34 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-15.00	0.00	498.58
Oct. 16, 2024, 9:30 a.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	2900.00	33.28%	964.89
Oct. 11, 2024, 9:53 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-9.00	0.00	398.60

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