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Calculators & Tools: Investing for Growth

These comprehensive portfolio analysis tools can help you create an investing strategy and keep it working for you.

Break down your investments and identify potential issues


Start with the Fidelity Guided Portfolio SummarySM (GPS) tool for an in-depth analysis of your current portfolio and identify areas that may need more attention.

Fidelity GPSSM lock_green
Includes a printable report for further review

Identify a target asset allocation


Use this tool to sharpen your investment strategy by identifying a target asset mix that aligns with your goals. Then easily implement an investment strategy that will help you stay on track.

Portfolio Review
Time to complete: About 20 minutes

Find out how a potential investment may affect your portfolio


Test a hypothetical trade to see how it affects your portfolio's asset allocation, concentration, stock style, and bond style.

Hypothetical Trade Tool lock_green
Available to customers only

Guidance provided by Fidelity through Portfolio Review is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.
As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security. Be sure to review your decisions periodically to make sure they are still consistent with your goals.
Images are provided for illustrative purposes only.