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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 120 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 7, Windows Vista
For Apple: Mac OS X 10.5.8 or above and Intel® Processor

Additional software
(Desktop version)

Microsoft Silverlight 5

Available disk space
(Desktop version)

120 MB
200 MB recommended for install

Browser
(Web version)

Internet Explorer 8, Safari 5, Firefox 11

Additional resources

Download Wealth-Lab Pro®

Get the easy-to-use, customizable strategy testing tool that offers industry-leading capabilities.

Wealth-Lab Pro®
Try it today: Download a 30-day trial version with limited functionality.
Eligible customers: To gain access to the full version of Wealth-Lab Pro or for more information, call 800-823-0175.

Wealth-Lab Pro 64-bit
Customers with a 64-bit processor should download this version.

Wealth-Lab Pro®: “Under the Hood”

Ever wonder how to create custom charts, indicators, or add your own performance view to Wealth-Lab Pro®? This library of technical articles will help you customize features in Wealth-Lab Pro to add even more power to your trading strategies.

Create an Indicator Library
Learn how to create custom indicators in Wealth-Lab Pro®.

Creating ChartStyles
Learn how to create your own ChartStyle in Wealth-Lab Pro.

Custom Settings
Discover how to customize chart settings and drawing objects in Wealth-Lab Pro.

Create a Custom Index or Indicator
Understand how to build a custom index or indicator in Wealth-Lab Pro.

Create Optimizers
Find out how to build a custom Optimizer to test whether your trade strategy is robust.

Performance Visualizers
Define a custom performance view to display the results of your trading strategy.

Create a PosSizer
Need a contingency plan for your trading strategy? Create a PosSizer that changes the original Position Sizing rules while the strategy is running.

Questions?

Call a strategy testing specialist.

More information

 * Automated trading poses significant additional risks. Use of Wealth-Lab Pro’s automated trading feature is subject to additional terms, conditions, and eligibility requirements.

The Strategy Testing and Backtesting features available on Fidelity.com or in WealthLabPro®, and any resulting trade signals generated by the strategies, are provided for educational purposes and as examples only. They should not be used or relied upon to make decisions about your individual situation. You may modify the backtesting parameters as you see fit. Fidelity is not adopting, making a recommendation for or endorsing any trading or investment strategy or particular security. The Backtesting feature provides a hypothetical calculation of how a security or portfolio of securities, would have performed over a historical time period according to the criteria in the example trading strategy. Only securities that were in existence during the historical time period and that have historical pricing data are available for use in the Backtesting feature. The feature has only a limited ability to calculate hypothetical trading commissions, and it does not account for any other fees or for tax consequences that could result from a trading strategy. You should not assume that Backtesting of a trading strategy will provide any indication of how your portfolio of securities, or a new portfolio of securities, might perform over time. You should choose your own trading strategies based on your particular objectives and risk tolerances. Be sure to review your decisions periodically to make sure they are still consistent with your goals.

Past performance is no guarantee of future results.

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