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Your experience using Fidelity's portfolio analyzer?

hank
edited December 22 in Other Investing
I used to think this pretty reliable. For years there seemed to be a 1-2 day lag after major buys / sells in updating, but not a problem. Then one day last week my equity allocation increased by 10% virtually overnight for no apparent reason. Enough to cast doubt on this analyzer. Albeit, I had long suspected the lower equity reading was incorrect. Wonder about others' experiences if you typically use this feature?

Comments

  • stayCalm
    I find it useless.
  • MarkMark
    Useless for me as well. A quarter or so of my portfolio ends up in the 'other' category and I've never been sure about their placements of CEF's. Gosh it's not like CEF's are a new thing. However I don't think that Fidelity covers CEF's very well in general.
  • yogibearbullyogibearbull
    Portfolio Visualizer (PV) and TestFol are free tools to beat.
  • hank
    yogibearbull said:

    Portfolio Visualizer (PV) and TestFol are free tools to beat.

    Will give them a shot. Thanks.
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