Fidelity's Investment Analysis: What You Need To Know

Fidelity offers a wide range of investment research and analysis tools for its customers. These include a research platform, news and research reports, and a portfolio analysis tool. The research platform provides information on stocks, sectors, industries, exchange-traded funds (ETFs), mutual funds, bonds, options, IPOs, and annuities. The news and research reports feature is supported by major financial firms like Compustat, Zacks, Argus, and Reuters. The portfolio analysis tool provides a graphical and holdings view of account assets, shows asset allocation, and compares industry sector weightings against the Dow Jones U.S. Total Stock Market Index. In addition, Fidelity offers a wide range of investment options, including stocks, options, fixed income, ETFs, and mutual funds.

Fidelity offers a wide range of investment research tools, including news and analysis reports

Fidelity offers a wide range of investment research tools to help investors make informed decisions. These tools are available on its powerful research platform, which can be accessed via the News & Research tab on Fidelity.com.

The platform provides information on stocks, sectors, industries, exchange-traded funds (ETFs), mutual funds, bonds, options, IPOs, and annuities. It also offers advanced charting and technical analysis capabilities, with over 100 indicators and customisation options.

Fidelity's research tools include simple searches and screening tools that allow investors to quickly find securities based on their own criteria or predefined selections from independent experts. Investors can also access news and research reports, including analyst ratings and recommendations, to stay informed about market trends and potential market-moving events.

In addition to its online platform, Fidelity also offers the downloadable Active Trader Pro platform for active traders, which includes real-time data, comprehensive visual analytics, and a range of trading tools.

Fidelity's investment research tools cover various asset classes, such as stocks, ETFs, mutual funds, options, fixed income, and international markets. The platform also provides third-party research reports and scorecards from major financial firms, offering unique screeners and lists to help investors choose the best financial assets for their portfolios.

Overall, Fidelity's investment research tools provide investors with a comprehensive suite of resources to inform and support their investment decisions.

Fidelity's investment analysis tools include screeners, third-party research, and portfolio analysis

Fidelity offers a range of investment analysis tools to help investors make more informed decisions. These tools include screeners, third-party research, and portfolio analysis.

Fidelity's Screener Tool

The Fidelity Screener is a research tool that helps self-directed investors evaluate various types of securities, including stocks, preferred securities, exchange-traded products, and closed-end funds. The criteria and inputs are entered by the user, and the screener offers both custom and pre-defined selections. Pre-defined selections are based on recommendations from independent third-party experts. The screener can also be used to find closed-end funds by asset class or to customize searches with additional criteria.

Third-Party Research

Fidelity provides access to research from multiple third-party providers, including Zacks Investment Research, Argus, and LiveVol. This allows investors to benefit from a variety of expert perspectives and find research that matches their unique investing style. Fidelity also offers ETF research from multiple providers and provides an Equity Summary Score that consolidates ratings from these research providers.

Portfolio Analysis

Fidelity's portfolio analysis tool provides expanded information about an investor's portfolio, giving both graphical and holdings views of account assets. It shows asset allocation, foreign and domestic stock exposure, and industry weightings. It also compares the industry sector weightings of the selected equity portfolio against the Dow Jones U.S. Total Stock Market Index. Additionally, it maps equity holdings style and provides historical performance information on the current asset mix.

Fidelity also offers a Fixed Income Dashboard that helps investors manage cash flow and understand the composition of their fixed-income portfolio. This dashboard provides an overview of the investor's fixed-income portfolio, including its latest valuation and upcoming maturities. It also allows users to view detailed information about their Fidelity holdings, such as accrued interest, duration, and acquisition information.

The platform provides extensive educational resources for beginner investors

Fidelity provides an extensive range of educational resources for beginner investors. The platform offers a wealth of tools, research and investable assets, making it a great choice for those new to investing.

Fidelity's research platform is a do-it-yourself resource that provides a wealth of information, including quotes for individual stocks, company financial statements, and key company statistics. The platform also offers advanced tools for more experienced investors, such as technical analysis and charting capabilities.

The platform also provides a range of educational content, including articles, courses, podcasts, videos, coaching, and webinars, as well as in-person events. This content is designed to cater to investors of all skill and interest levels.

Fidelity's Planning & Guidance Center is a tool that compares your current portfolio with your target asset mix, helping you evaluate areas that may need adjustment. This feature allows you to see if the stocks you've chosen are meeting your investing objectives.

Additionally, Fidelity's Guided Portfolio Summary can help you break down the investments in your portfolio and identify areas that may need more attention.

The platform also offers a range of screeners and lists to help you choose the best financial assets for your portfolio. These tools cover various asset classes, including stocks, ETFs, options, IPOs, and fixed income.

Fidelity's customer service is also available to provide support and guidance to beginner investors.

Fidelity offers a variety of investment accounts, including retirement and cash management accounts

Fidelity offers a wide range of investment accounts, including retirement and cash management accounts.

Retirement Accounts

Fidelity offers a variety of retirement accounts, including Individual Retirement Accounts (IRAs), Rollover IRAs, Simplified Employee Pension (SEP) IRAs, Self-Employed 401(k)s, and Cash Management Accounts. These accounts provide tax advantages for individuals saving for retirement and can be opened with no minimum balance requirements.

Cash Management Accounts

Fidelity's cash management account, called Fidelity Bloom, offers a range of features such as a debit card, checking, tools, and calculators to help individuals build mindful spending and saving habits. It also includes access to a global network of ATMs with reimbursable fees.

Other Account Types

In addition to retirement and cash management accounts, Fidelity provides a range of other account types to meet diverse financial needs. These include taxable brokerage accounts, health savings accounts (HSAs), youth accounts, trust and estate accounts, fully managed accounts, and cryptocurrency accounts.

Fidelity also offers a variety of investment choices within these accounts, such as stocks, mutual funds, exchange-traded funds (ETFs), options, bonds, and fixed-income products.

With its comprehensive range of investment accounts and investment choices, along with its research tools and educational resources, Fidelity caters to the needs of both beginner and advanced investors.

The company provides customer support through various channels, including phone, email, and in-person at branch locations

Fidelity provides customer support through various channels, including phone, email, and in-person at branch locations. The company's customer service is highly regarded for its accessibility and knowledgeability. Fidelity's large network of over 200 branches allows customers to receive in-person advice and educational support.

Phone support is available 24/7, with additional options for live chat and email assistance. The company's online Learning Center further enhances its customer service by using machine learning to provide educational materials tailored to each customer's investing behaviour.

Fidelity's customer support extends to its online presence, with a comprehensive Help Center and YouTube channel that address common user questions. The company also maintains an active social media presence on platforms like Reddit, Facebook, Twitter, Instagram, and Discord, where users can receive assistance from social media customer service managers.

Fidelity's customer support is not limited to its investment analysis tools and resources. The company also provides support for its other products and services, such as its cash management accounts and health savings accounts.

In addition to its direct customer support, Fidelity offers a wealth of online resources to assist users in navigating its platform and making informed investment decisions. The website includes a "News & Guidance" section, which integrates a customizable newsfeed with curated news from various sources. This feature enables users to stay informed about market trends and make more strategic investment choices.

Fidelity also provides a range of educational tools, including articles, videos, webinars, and question-and-answer sessions. These resources cover topics such as using the Fidelity website, financial planning, and investment strategies.

Overall, Fidelity's customer support through various channels ensures that users have the information and assistance they need to make the most of the platform's investment analysis tools and services.

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