Fidelity offers several free tools and services for the purposes of analyzing stocks, bonds, and mutual funds. The company also offers investment and asset allocation advice through its Insights and Viewpoints publications. In addition to news, detailed quotes, and charts, Fidelity offers other services like watchlists, alerts, and extensive screening options.

Figure 3: Sample Fidelity stock rating summary.


While Fidelity does offer a wide array of reports from fundamental/quantitative analysis services, Fidelity does not offer sell-side broker research. (For related reading, see The Impact Of Sell-Side Research.)

Fidelity offers extensive back-testing capabilities for various investment/trading strategies, as well as option trading. Active traders have access to more features and services, including streaming quotes, watch lists, interactive charts, and extensive customization.

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