Way to see a portfolio’s sector allocation percentages?
Here’s a summary of the main issue and solutions discussed in the post:
- Main Problem: The user, PeachGardenOath, is unable to see sector allocation for their accounts and requests this feature, as well as the ability to combine allocations across accounts.
- Solution: FidelityMarian provides a step-by-step guide on how to view sector allocation by logging into Fidelity.com and navigating through the “Accounts & Trade” section to the “Stock Sector” under “Stock Analysis”.
Here’s the full thread
I see in my statements how my accounts are allocated according to domestic, foreign, and cash, but nothing for sector? Wanted to ask if there is a way to see sector allocation, or if not to ask that it becomes a feature, the same with combining allocations across accounts instead of individually.
Thanks for reaching out to us here, @PeachGardenOath !
You are able to view your sector allocation by logging into Fidelity.com and following the steps below:
1. Select “Accounts & Trade”
2. Click “Portfolio”
3. Under “All Accounts”, select the “Analysis” tab (you may need to click “More” first)
4. Place your cursor over the “Stock Analysis” tab, then click “Stock Sector”
Let us know if you have any additional questions! 🟢