Portfolio Performance (FidelityNetwork)

Dird

Am I blind or is there no way to see your portfolio's performance over time on the site?
It's down over 5% in the last month overall but all I see if the portfolio valuation~ I would have thought a site like this would show you a graph over time like they do with the stocks

ChesterDog

You could recreate your portfolio on Trustnet, where you can see its performance graphically.

Chickereeeee

Fidelity send a quarterly Statement and Valuation document that gives performance information (helps to stop you worrying over daily market movements anyway...) but no online tool.

As above, Trustnet can help, if you replicate your holdings in their online too. I have found they do not cover HSBC tracker funds, (which was the easiest way to get trackers on Fidelity fund-only platform) so if you hold them, geographical analysis etc will not be correct (although performance will).

C

choochootrain

If you go to Portfolio Analysis -> Analyse and then click on the PDF icon next to 'Detailed PDF Report' you can find a graph showing your portfolio's performance against whichever benchmark you've chosen with up to 5 year trailing returns data underneath.

AlanP_2

choochootrain wrote: »

If you go to Portfolio Analysis -> Analyse and then click on the PDF icon next to 'Detailed PDF Report' you can find a graph showing your portfolio's performance against whichever benchmark you've chosen with up to 5 year trailing returns data underneath.

I use this tool and find the limited benchmarks options frustrating, can't find one that fits with a broad geographic portfolio.

choochootrain

AlanP wrote: »

I use this tool and find the limited benchmarks options frustrating, can't find one that fits with a broad geographic portfolio.

I usually go with MSCI World PR USD, though I am not entirely sure what PR means.