Any way to group stocks
Summary of User’s Inquiry and Solutions:
- The main problem reported by the user is the lack of functionality on Fidelity to group stocks based on different investment strategies for performance analysis.
- Fidelity offers an “Analysis” tab that allows users to view weighted percentages of stocks within specific accounts.
- To access the analysis, users can log in, navigate to “Accounts & Trade,” then “Portfolio,” and select the “Analysis” tab, followed by “Detailed Holdings.”
- Users can create a watchlist on Fidelity.com to group securities by sector/subgroup, which summarizes performance metrics like Market Value and Gain/Loss.
- To view or create a watchlist, users need to log in and follow the link provided by Fidelity for watchlist management.
Here’s the full thread
I have an account that contains different investment strategies. Is there a way to groups stocks together based on my strategies to see the different weights, performances, etc. I have seen other brokerages with similar functionality and am not sure if fidelity offers it as well
Currently, there are two features you can utilize when it comes to grouping stocks on Fidelity.com. You can use the “Analysis” tab on Fidelity.com to view weighted percentages of your stocks for specific accounts.
You can find this tool using the steps below after logging in:
1. Choose “Accounts & Trade” then “Portfolio”
2. Select the “Analysis” tab
3. Click “Detailed Holdings” under “Summary Views”
The “Accounts Selected” drop-down menu will let you choose the accounts you wish to include in the analysis. “Portfolio Weight” can be viewed by scrolling to the right on the “Detailed Holdings” information.
You can also create a watchlist on Fidelity.com, where securities can be grouped by sector/subgroup as you see fit. The watchlist summarizes performance at the top, displaying Market Value, Today’s Gain/Loss, and Total Gain/Loss of the group. The columns can also be edited to show specific individual security performance measures, such as 52-week Range, Day Range, Total Gain/Loss, and % Total Gain/Loss.
To view/create a watchlist on Fidelity.com, click here (login required): https://digital.fidelity.com/prgw/digital/login/full-page?AuthRedUrl=https://watchlists.fidelity.com/ftgw/watchlists/goto/retail/getWatchlist
Let us know if any other questions come up! 🟢