Fidelity's new Fixed Income Dashboard needs a lot of work

[pf19]

Thanks for the reply. Can you clarify a couple of things you posted because I think we may be looking at different things. What is the GPS tool? I do not see an Analysis tab when I log on to the Fidelity site. My home screen has five tabs: Accounts&Trade, Planning&Advice, News&Research, Products and Why Fidelity

Further searching turned up the "three dots" which has the Analysis tool. I see what you're referring to now. Thank you for the information.

 

[jazz4cash]

Thanks for the reply. Can you clarify a couple of things you posted because I think we may be looking at different things. What is the GPS tool? I do not see an Analysis tab when I log on to the Fidelity site. My home screen has five tabs: Accounts&Trade, Planning&Advice, News&Research, Products and Why Fidelity

Hey sorry I missed your reply. You maybe correct about looking at different things and Fido keeps tweaking their tools (ARGGHHLLL) but I’ll dig around and send you a pm.

 

[jazz4cash]

So I dug around and took a couple screen shots. The term GPS (Guided Portfolio Service) is no longer used by Fidelity I have a folder on my PC with about 10yrs of quarterly reports labled Fido GPS reports so the term is ingrained in my brain!

This is the screenshot of my Fidelity home page. There is a dropdown menu under the MORE" tab with an "Analysis" option. Previously the Analysis option was a separate tab on the top line.

 

[jazz4cash]

After clicking the "Analysis" button the next page is this. If you click the green down arrow (next to 5 of 15 accounts selected) you can manually add outside accounts. It will recognize stock and fund symbols but not CUSIPs. If it recognizes the symbol it will refresh but only when you click "edit". Some of the updating can be automated but I never wanted that. Automated updates (Full View) seems to be wonky for a lot of folks. The best thing about this feature for me is the reports but there are many other ways to slice and dice the data. This is how I monitor overall AA among my Fidelity, Non-Fidelty and DW's accounts

EDIT: Trying to show some more functionality on this page.....