Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with our free portfolio analysis tool. New to PQC? Sign up and give it a try in just a few simple steps.
What a PQC can do for you
“Fidelity’s portfolio analysis tool helps advisors improve outcomes and free up time for more meaningful conversations with clients about achieving life goals and fulfillment.”
Build smarter portfolios with our portfolio analysis tool
Check out how Fidelity Portfolio Quick Check® gives you a scalable, personalized portfolio construction framework for managing portfolios more efficiently and effectively.
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Receive your free PQC in three easy steps:
1. Upload your portfolio
Quickly add actual or hypothetical portfolios
2. Choose your benchmark
Select the model portfolio you want to use for comparison
3. Get your instant report
Access and save your custom report diagnosing ways to improve your portfolio
PQC makes it easy to showcase the impact of your investment strategy
Quick portfolio diagnostics
Uncover opportunities by understanding style and sector exposures, correlations among holdings, top risk and return measures, and much more.
Tailored, actionable insights & analytics
Use our tool’s engaging analytics and Fidelity’s thought leadership and proprietary insights to find ways to enhance your portfolio.
Demonstrate the difference your investment strategy makes using PQC’s customizable reports that you can access anytime.