Help & Resources

PQC is a digital tool that helps financial advisors grow with tailored insights. It brings together portfolio analytics and thought leadership insights from Fidelity in one end-to-end solution.

PQC currently supports mutual funds, ETFs and common stocks. We will be looking to add support for other investment types soon.

To get started with PQC, simply visit our site at https://portfolioquickcheck.fidelity.com/. Click “sign-up” in the upper right-hand corner. Once you create an account, review and agree to our terms of use and privacy policy, and enter a few details about yourself, you’ll be ready to start analyzing your portfolios.

To create an analysis, there are three steps: create a portfolio, pick a benchmark, and then select “Analyze”.

Step 1: You can add a new portfolio in one of two ways. You can either go to “New Analysis,” or you can enter a new portfolio in the “Your Portfolios” section. To add a portfolio, type the holdings and weights of your portfolio manually, or upload your portfolio using an Excel template.

Step 2: Once you’ve added your portfolio, you’ll then be prompted to select a benchmark to compare to your portfolio. You can either select from a list of Fidelity model benchmarks, or you can enter a custom benchmark. When entering a custom benchmark, you’ll again have the option to either enter the symbols and weights of the benchmark manually or to upload them leveraging an Excel template.

Step 3: You’ve now entered all the necessary data to generate your analytics. You’ll be presented with various analytics on how your portfolio compares to your selected benchmark. You can click the links in the left hand navigate to view the different analyses, and you can download the full report as a PDF.

Now that you’ve finished one analysis, you can either go back to step one to analyze another portfolio or you can come back later. To run another analysis, either click on the Fidelity logo in the upper left to get to the home page or click on the navigation icon in the upper right and select “New Analysis”. When returning for your next visit to the site, you’ll be able to see analyses that you’ve run in the past as well as portfolios and custom benchmarks that you’ve previously entered.

You can enter a new portfolio in one of two ways. You can go to “New Analysis”:

or you can enter a new portfolio in the “Your Portfolios” section:

You will have a choice to enter your portfolio manually or upload your portfolio using an Excel template.

To create a portfolio, you can either go to “New Analysis” or you can enter a new portfolio in the “Your Portfolios” section. Once you start to create a new portfolio, you will have the option to upload an excel file or enter manually. If you enter manually, you will be asked to name your portfolio.

After naming your portfolio and hitting next, you can start typing the symbol or investment name and the tool will auto-suggest investments that match your search term. Once you select an investment, you enter the percent of your portfolio that that investment represents. Continue entering investments until your portfolio reaches 100%. Then, hit “next” to select a benchmark.

To create a portfolio, you can either go to “New Analysis” or you can enter a new portfolio in the “Your Portfolios” section.

Once you start to create a new portfolio, you will have the option to upload an excel file or enter manually. If you upload an excel file, you have the option to upload various excel file types: xls, xml, xlsx, xlsm, ods, csv. There is a sample file for your convenience that shows that you should have two columns: Symbol and Weight. You can click on “click to choose a file” and select the file you want to import.

Once the excel file is loaded, you will see the investments and can edit and/or delete your investments if you would like:

You can enter a new benchmark by going to “Your Benchmarks” and hitting “Add New Benchmark”:

You will have a choice to enter your benchmark manually or upload your benchmark using an Excel template.

To create a benchmark manually, go to “Your Benchmarks” and then “Add New Benchmark.” Once you start to create a new benchmark, you will have the option to upload an excel file or enter manually.

If you enter manually, you will be asked to name your benchmark.

After naming your benchmark and hitting next, you can enter the symbol or investment names and the tool will auto-suggest investments that match your search term. Once you select an investment, you enter the percent of your benchmark that that investment represents. Continue entering investments until your benchmark reaches 100%.

To create a benchmark manually, go to “Your Benchmarks” and then “Add New Benchmark.” Once you start to create a new benchmark, you will have the option to upload an excel file or enter manually.

If you upload an excel file, you have the option to upload various excel file types: xls, xml, xlsx, xlsm, ods, csv. There is a sample file for your convenience that shows that you should have two columns: Symbol and Weight. You can click on “click to choose a file” and select the file you want to import. Once the excel file is loaded, you will see the investments and can edit and/or delete your investments if you would like.

If you have any questions about your analysis, you can open the “have a question” button on the side of your analysis to see who to call. The same contact information is shown in the pdf report.

Yes, it is easy to analyze saved portfolios. Simply go to the “your portfolios,” find the portfolio you want to run, and click on analysis. You will then be asked to select a benchmark and will see your new analysis with the most recently updated market data.

Yes, it is easy to edit saved portfolios. Simply go to “Your Portfolios,” find the portfolio you want to edit, click on it, and you will be able to edit or delete investments via the icons on the right side of the page.

Yes, it is easy to edit saved benchmarks. Simply go to “Your Benchmarks,” find the benchmark you want to edit, click on it, and you will be able to edit or delete investments via the icons on the right side of the page.

At this time, you cannot delete portfolios, but you can rename and edit them.

At this time, you cannot delete portfolios, but you can rename and edit them.

You can easily create a PDF of your analysis by selecting the “Download as PDF” button on the top right on the analysis page.

Your Fidelity Institutional Professional’s contact information will be shown if you select the “Have questions?” button on the side of your analysis. The same contact information is shown in the PDF report.

When you first signed up to gain access to the Portfolio Quick Check tool, you read and agreed to the terms of use document. If you would like to reread that document, there is always a link on the bottom right hand corner of the tool.

When you first signed up to gain access to the Portfolio Quick Check tool, you read and agreed to the privacy policy document. If you would like to reread that document, there is always a link on the bottom right hand corner of the tool.

Yes, your old analyses are kept in the “Saved Analyses” tab.

Where shown, performance, performance statistics, equity sector, equity style, equity market cap, equity geography, fixed income credit quality, fixed income characteristics, and fund percentile rankings are provided by Morningstar Direct. Fidelity does not review the Morningstar data. Morningstar Total Percentile Rank is calculated using Morningstar's total return database. The calculation of total return is determined each month by taking the change in monthly net asset value, reinvesting all income and capital gains distributions during that month, and dividing by the starting NAV. Reinvestments are made using the actual reinvestment NAV, and daily payoffs are reinvested monthly. Multiple share classes of a fund have a common portfolio but impose different expense structures.

Where shown, the net expense ratios of the portfolio are the weighted averages of those of its underlying funds. The prospectus net expense ratio is the total annual fund or class operating expense from the fund's most recent prospectus, after any fee waiver and/or expense reimbursements that will reduce any fund operating expenses for no less than one year from the effective date of the fund's registration statement. This number does not include any fee waiver arrangement or expense reimbursement that may be terminated without agreement of the fund's board of trustees during the one-year period.

Where shown, total return (also referred to as NAV return for mutual fund(s)) is determined each month by taking the change in monthly net asset value, reinvesting all income and capital-gains distributions during that month, and dividing by the starting NAV. If not otherwise specified, all returns throughout this presentation refers to total return. Reinvestments are made using the actual reinvestment NAV, and daily payoffs are reinvested monthly. Multiple share classes of a fund have a common portfolio but impose different expense structures.

Any holdings shown are presented to illustrate fund investment categories as of a given date and may not be representative of the fund's current or future investments.

We recommend using PQC in Chrome 79 (Windows 10 or Max OS X) for the best experience. PQC is also supported by IE 11 (Windows 10), Edge 16 (Windows 10), Firefox 72 (Windows 10 or Max OS X), Safari 12 (Mac OS X).

Please email us at portfolioquickcheck@fmr.comwith any issues you are experiencing.