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.
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.
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
Available to customers only