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$
Oct. 8, 2024, 9:35 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-14.00	0.00	798.60
Sept. 27, 2024, 9:30 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-3.90	0.00	508.61
Sept. 23, 2024, 4 p.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	225.00	11.11%	25.00
Sept. 23, 2024, 9:32 a.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-3.00	0.00	998.60
Sept. 18, 2024, 9 a.m.	Stock	WELLS FARGO BANK NATL ASSN CD 5.45000% 09/18/2024	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	1000.00	0.00	0.00
Aug. 23, 2024, 1:41 p.m.	Option	MSTR	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-5.00	0.00	398.61
Aug. 19, 2024, 12:53 p.m.	Stock	UPRO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	700.00	14.29%	99.97
Aug. 16, 2024, 11:59 p.m.	Option	NVDA	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	0.00	0.00	509.30
Aug. 9, 2024, 5:02 a.m.	Option	AMZN	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	0.00	0.00	499.30
July 13, 2024, 5:04 a.m.	Stock	AMZN	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	18500.00	2.70%	499.47
July 13, 2024, 5:04 a.m.	Option	AMZN	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-3.15	0.00	314.32
July 12, 2024, 11:59 p.m.	Option	NVDA	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	0.00	0.00	399.30
July 5, 2024, 9:37 a.m.	Stock	UPRO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	-800.00	0.00	799.97
July 5, 2024, 9:30 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	220.03	13.62%	29.96
July 2, 2024, 9:54 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	189.75	18.58%	35.24
June 28, 2024, 9:30 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	175.00	14.29%	24.99
June 26, 2024, 5:02 a.m.	Stock	BITO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	2700.00	0.00	-2700.00
June 26, 2024, 5:01 a.m.	Option	BITO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-2.38	0.00	237.32
June 18, 2024, 6:30 a.m.	Stock	29367SKL7 ENTERPRISE BK & TR CLAYTON MO CD 5.3%	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	1000.00	0.00	0.00
June 11, 2024, 12:59 p.m.	Stock	AAPL	Fidelity	Fidelity ROTH IRA,	BULL,	Long	0.01	-1.03	0.00	1.03
June 11, 2024, 10:16 a.m.	Stock	AAPL	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-200.00	0.00	199.99
June 7, 2024, 5 p.m.	Option	AMZN	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	0.00	0.00	334.32
May 20, 2024, 3:59 p.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	3500.00	14.29%	499.88
May 15, 2024, 9:30 a.m.	Stock	UPRO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	600.00	16.85%	101.09
May 6, 2024, 9:39 a.m.	Option	TQQQ	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-4.00	0.00	473.63
May 6, 2024, 9:37 a.m.	Option	AMZN	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-2.00	0.00	118.64
April 29, 2024, 3:08 p.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	150.00	28.00%	42.00
April 26, 2024, 9:37 a.m.	Stock	GOOG	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	-1750.00	0.00	1749.98
April 16, 2024, 9:34 a.m.	Stock	ETHE	Fidelity	Fidelity ROTH IRA,	BULL,	Long	300.00	-6721.80	0.00	6721.74
April 16, 2024, 9:34 a.m.	Stock	GBTC	Fidelity	Fidelity ROTH IRA,	BULL,	Long	60.00	-3363.64	0.00	3363.61
April 1, 2024, 5 a.m.	Stock	UNITED STATES TREASURY NOTE	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-1000.00	0.00	1000.00
March 21, 2024, 9:30 a.m.	Stock	UPRO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	-709.00	0.00	708.99
March 12, 2024, 1:06 p.m.	Stock	IBIT	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	4000.00	0.00	-4000.00
March 8, 2024, 10:02 a.m.	Option	AMD	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-0.40	0.00	559.28
March 8, 2024, 5 a.m.	Stock	MORGAN STANLEY PRIVATE BK NATL CD 5.10% 03/08/2024	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-1000.00	0.00	1000.00
Feb. 29, 2024, 12:45 p.m.	Option	CELH	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	-0.15	0.00	384.29
Feb. 22, 2024, 2:20 p.m.	Option	AMD	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-11.70	0.00	1164.28
Feb. 8, 2024, 9:30 a.m.	Stock	GBTC	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	-402.70	0.00	402.70
Feb. 3, 2024, 5:04 a.m.	Stock	TJX	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	9250.00	2.70%	249.92
Feb. 2, 2024, 11:59 p.m.	Option	TJX	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-1.00	0.00	99.33
Jan. 22, 2024, 9:34 a.m.	Stock	GOOG	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	-1500.00	0.00	1499.98
Jan. 20, 2024, 5:11 a.m.	Stock	TQQQ	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	1955.00	104.60%	2044.96
Jan. 19, 2024, 11:59 p.m.	Option	TQQQ	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-1.25	0.00	124.33
Dec. 8, 2023, 5:01 a.m.	Stock	WESTERN ALLIANCE BK PHOENIX CD 4.95% 12/08/2023	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-37.16	0.00	37.16
Dec. 8, 2023, 5 a.m.	Stock	WESTERN ALLIANCE BK PHOENIX CD 4.95% 12/08/2023	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	-1000.00	0.00	1000.00
Nov. 30, 2023, 11:58 p.m.	Option	TJX	Fidelity	Fidelity ROTH IRA,	BULL,	Short	1.00	0.00	0.00	319.33
Nov. 29, 2023, 6:32 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	225.00	11.11%	25.00
Nov. 22, 2023, 9:40 a.m.	Stock	TQQQ	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	400.00	12.50%	50.00
Nov. 10, 2023, 9:51 a.m.	Stock	TQQQ	Fidelity	Fidelity ROTH IRA,	BULL,	Long	10.00	350.00	14.29%	50.00
Nov. 3, 2023, 9:48 a.m.	Stock	TSLA	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	200.00	12.50%	25.00

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