Fidelity ROTH IRA Stats

Status:

Type:

Asset:

Symbol:

Broker:

Patterns:

Date Range:

Result:

3rd Column = Quick Comparison Of All Trades In Portfolio

Percent Amount

Total Winnings (Fees Included)	41,133.33	-
Total Losses (Fees Included)	-17,431.5	-
Net Profit (Fees Included)	23,701.83	-
Profit Margin	57.62%	🔒%
Commissions	25.35	-
Reg Fees	3.03	-
Total Fees	28.38	-
Gross Profit (Fees NOT Included)	23,730.21	-
Avg Daily P&L	333.83	🔒%
Total \| Closed \| Open*	87 \| 86 \| 1	-
Total Winners	75 \| 87.21%	- \| 🔒%
Total Losers	9 \| 10.47%	- \| 🔒%
Total Scratches	2 \| 2.33%	- \| 🔒%

* 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$
June 26, 2024, 5:02 a.m.	Stock	BITO	Fidelity	Fidelity ROTH IRA,	BULL,	Long	100.00	2,700.00	0.00	-2,700.00
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, 9:49 a.m.	Stock	BANK HAPOALIM B M NEW YORK CD 5.35% 06/20/2025	Fidelity	Fidelity ROTH IRA,	BULL,	Long	1.00	1,000.00	0.00	-1,000.00
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	1,000.00	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	3,500.00	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