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.

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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.”

Mayank Goradia, Head of Integrated Portfolio Construction Delivery

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.

Customizable reports

Demonstrate the difference your investment strategy makes using PQC’s customizable reports that you can access anytime.

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Fidelity Portfolio Quick Check®

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Fidelity Portfolio Quick Check® (PQC) is provided to investment professionals by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information entered into the PQC tool by your investment professional. It should not be considered as legal, tax, investment, or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. Your investment professional is solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for you based on your investment objectives, financial circumstances, and risk tolerance. Your investment professional remains solely responsible for your compliance with applicable federal and state laws, rules, and regulations. You should consult your legal, investment, or tax professional regarding your specific situation. Output generated from PQC is intended for investment professional use with their customers.

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