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Review Your Portfolio
Fidelity offers more ways to understand your investments:
- Organize – Look at your holdings by account or across accounts to really understand what you own.
- Analyze – See your portfolio allocation by asset class, investment style, and industry sector. Check daily change and change since purchase of each investment.
- Research – Find charts and Morningstar ratings for each mutual fund you own. Link to up-to-date company research and reports for stocks.
- Access your documents – Get online statements, trade confirmations, tax forms, prospectuses, and annual reports.