# Fidelty: View portfolio positions flow

Lazyweb publishes a public search API over its indexed pages; the guide is at https://www.lazyweb.com/agent-access.

Source: https://www.lazyweb.com/flow/fidelty/view-portfolio-positions
Source observed: 2026-10-01T05:09:13.793Z
Last checked: 2026-10-08T02:56:11.219+00:00
Indexed: 2026-10-01T07:42:38.335+00:00

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# Fidelty View portfolio positions

We document a two-step user flow for viewing portfolio positions in Fidelty, a product represented in Lazyweb's flow library. The flow is categorized as **Other Flows** and was updated in **February 2026**.

## Flow overview

The available capture contains **2 screens out of 2** for the “view portfolio positions” experience. Sign-up access is offered to explore the full flow and compare it with similar portfolio-position flows from other apps.

### Screens

![Step 1 of Fidelty View portfolio positions](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_fidelty/compare/2025-11-23/1771270969673_t__-_11110.PNG)

![Step 2 of Fidelty View portfolio positions](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_fidelty/compare/2025-11-23/1771270982390_t__-_11115.PNG)

The first supplied screen shows a Fidelty welcome/login state. The second shows a dark portfolio interface with account selection, portfolio tabs, and a holdings table. The supplied screen images are the source for the visible interface details.

## More flows from Fidelty

- [Enable trader mode](https://www.lazyweb.com/flow/fidelty/enable-trader-mode) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fenable-trader-mode)
- [Browse markets](https://www.lazyweb.com/flow/fidelty/browse-markets) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fbrowse-markets)
- [Search with shortcuts](https://www.lazyweb.com/flow/fidelty/search-with-shortcuts) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fsearch-with-shortcuts)
- [Open orders and activity](https://www.lazyweb.com/flow/fidelty/open-orders-and-activity) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fopen-orders-and-activity)
- [Log in](https://www.lazyweb.com/flow/fidelty/log-in) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Flog-in)
- [Buy a cd](https://www.lazyweb.com/flow/fidelty/buy-a-cd) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fbuy-a-cd)
- [Open watchlist](https://www.lazyweb.com/flow/fidelty/open-watchlist) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fopen-watchlist)
- [View account activity](https://www.lazyweb.com/flow/fidelty/view-account-activity) · [Read page TLDR](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fview-account-activity)

See all Fidelty screens, metadata, and flows on the [Fidelty company page](https://www.lazyweb.com/company/fidelty).

[Sign up free](https://www.lazyweb.com/product) to search, compare, and monitor product flows inside Lazyweb.

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[Read this page’s summary](https://www.lazyweb.com/api/public/v1/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fview-portfolio-positions&trace=t_bc7e1c4e5b07)

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[Tool guide and examples](https://www.lazyweb.com/agent-access) · [OpenAPI](https://www.lazyweb.com/api/public/v1/openapi.json) · [Page TLDR form](https://www.lazyweb.com/agent-tools/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fflow%2Ffidelty%2Fview-portfolio-positions). Opening a form does not execute a tool.