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Build smarter portfolios with our digital diagnostic tool
Fidelity Portfolio Quick Check is an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio.
Analyze your investment strategy and showcase its impact
Quick Portfolio Diagnostics
Understand your portfolio's style and sector exposures, correlations among funds, and various risk and return measures.
Tailored & Actionable Insights
Discover opportunities to improve your portfolio through analytics paired with Fidelity's thought leadership and proprietary insights.
Customizable Reports & Rich Analytics
Demonstrate the difference your investment strategy makes with customizable reports featuring engaging analytics and charts that you can access at any time.
Simple and seamless portfolio reviews
Start reviewing your portfolios in three easy steps—now available on the WealthscapeSM platform.
Upload Your Portfolio
Quickly add actual or hypothetical portfolios
Choose Your Benchmark
Choose the model portfolio you want to compare against
Get Instant Insights
Access and save a custom report diagnosing opportunities to improve your portfolio
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.