Fidelity is one of the largest US brokerages, offering commission-free trades, retirement accounts, mutual funds, and research tools for millions of investors.
Gallio helps long-term investors stay on track. Add your holdings, set profit or value goals, and document your investment thesis. Gallio monitors the markets daily and alerts you when your goals are reached.
No API connections, no data sharing. Just a few calm entries.
Fidelity provides the brokerage. Gallio provides the goal-tracking layer. Add your core holdings, set meaningful targets, and get notified when your investments reach your personal milestones.
From your Fidelity portfolio, note your key positions and cost basis. Add them to Gallio, set profit targets or value goals, and let Gallio handle the daily monitoring.
Because Gallio uses manual entry instead of broker connections, your financial data is never shared with third parties. No API keys, no OAuth tokens, no intermediaries. You stay in full control of what you share and what you don't. It also means our approach works with every broker.
Try Gallio for free