Tools & Calculators for Financial Advisors

Diagnostic resources that support your investment selection and risk management efforts

Portfolio Analysis Tools

Advisor Tool

Capital Gains Tax Deferral Calculator

Investors with concentrated positions have options when looking to diversify their holdings. This calculator looks at the potential benefits of tax deferred diversification of a concentrated position vs selling and reinvesting the proceeds.

Learn more

Defined Contribution Tools

Evaluate Fidelity strategies against other top fund managers.

Need a custom report – email us at

Contact Us

Our Fidelity representatives are available to help you address new and existing client needs. In working with you, the team can assist with portfolio analysis, positioning of portfolio managers, investing strategies, and client meeting preparation.

View Your Fidelity Team

There was an issue with your input


Please confirm