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Calculators & Tools: Search & Compare Investments

Our custom screeners and analysis will help you generate investing ideas. Then you can research and compare investments to help you make more-informed investment decisions.

Build and model a sector-based portfolio  NEW

Build hypothetical custom-weighted sector portfolios, compare against benchmarks, and research sector-focused mutual funds and ETFs.

Sector Portfolio Builder
Includes education about sectors and industry strategies.

Browse and compare funds based on our selection criteria

We screen the mutual fund universe quarterly and select funds based on criteria such as no transaction fees or loads, risk-adjusted performance, and investment profile.

Fund Picks From Fidelity®
View up to 10 funds per investment category.

Search and evaluate mutual funds according to your criteria

Our mutual fund screener can help you search, filter, and sort through all 10,000 funds available through Fidelity.

Mutual Fund Evaluator
Search by type, performance, expense ratio, or rating.

Create a customized exchange-traded fund (ETF) portfolio

This educational tool lets you choose from the universe of ETFs available through Fidelity or customize a model portfolio around your investment needs.

ETF Portfolio Builder
Build a new portfolio or access one of your saved ones.

Search the universe of publicly traded stocks according to your criteria

Our stock screener lets you explore the universe of publicly traded stocks using preselected or custom criteria.

Stock Screener
Filter by more than 140 criteria with customizable values.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Calculators and tools are provided for educational purposes only. Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole 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.
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