Tools & Calculators

Diagnostic resources that support your investment selection and risk management efforts

Portfolio Analysis Tools

Defined Contribution Tools

Evaluate Fidelity strategies against other top fund managers.

Need a custom report – email us at FidelityAdvisor@fmr.com.

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
  • Third party tools are provided for informational purposes only and are not intended to be, and should not be construed as, legal or tax advice or a legal opinion. Fidelity cannot guarantee that the information and content supplied in these tools is accurate, complete, or timely. Fidelity does not make any warranties with regard to these tools' information or content or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of the information or content furnished in these tools. The third-party providers of these tools are not affiliated with Fidelity Investments.
 
 

There was an issue with your input
 
OK
 
 

Please confirm
 
OK
   
Cancel