Strategy Testing Tools

Use historical market data to help you test trading strategies before you invest. Access this tool right in your browser, or download Wealth-Lab Pro® for more robust capabilities.

Web-based strategy testing

Available to all Fidelity customers

Save strategies and monitor them. Get buy and sell alerts, place trades, and review orders.

Not a customer yet?
Try strategy testing for free.

Desktop strategy testing

Available to customers who trade over 36 times in a rolling 12-month period, with a minimum of $25,000 in assets

Wealth-Lab Pro® lets you customize with or without code, test multiple strategies at one time, and place trades manually or automatically.*

Not eligible?
Try a 30-day application trial.

Platform Comparison

  Strategy testing
Web-based application
Wealth-Lab Pro
Desktop application
Run prebuilt strategy tests that include dividends, commissions, and interest.
Get up to 10 years of daily historical data.
View up to 20 years of daily historical data, 7 years of intraday historical data, and 6 years of fundamental data.  
Easily customize strategies using the drag-and-drop Strategy Builder.  
Access from any computer or operating system.
 
Combine strategies in a single test.  
Track your active strategies and manage trade alerts with the Strategy Monitor.
Take action and place trades from trade alerts.
Get more advanced customization options and create strategies using code.  

Next steps

Log in Start strategy testing online.

Download Get Wealth-Lab Pro.

System Requirements

Processor

3.2 GHz dual processor

Memory

3 GB RAM or higher

Connection

DSL, Cable, or T1

Screen resolution

1280 x 1024

Color depth

32 bit or higher

Operating system

For PCs: Windows 10, Windows 7

Additional software
(Desktop version)

Microsoft Silverlight 5

Available disk space
(Desktop version)

120 MB
200 MB recommended for install

Browser
(Web version)

Internet Explorer 11, Firefox 11

Additional resources