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.”
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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.
Customizable reports
Demonstrate the difference your investment strategy makes using PQC’s customizable reports that you can access anytime.
Fidelity Portfolio Quick Check®
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 you entered into the PQC tool. 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. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer's investment objectives, financial circumstances and risk tolerance.