Get to know the new Stock Dashboard - Fidelity Investments

[Pages:8]Get to know the new Stock Dashboard

Select the ticker search box to see a list of positions you own, or, start typing to search by symbol or name.

Select Refresh to get an updated quote.

Customize the chart by comparing multiple securities, overlaying events and technical indicators, and adjusting its look and feel.

Access advanced charting capabilities by opening the Advanced Chart in a new window.

View the Summary Quote to quickly access trade information and Dividend, Equity Summary Score, and price performance data.

Select the More Quote Info link to get even more quote data.

Quickly add a Note, set Alerts, add to a Watch List, or go to the Options Chain.

Select You own this to view details about one of your holdings.

XYZ

XYZ CORPORATION

Quickly Buy or Sell the security you're researching.

Get more details on any card by selecting MORE.

Save your chart settings to lock in your preferences for future visits.

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Equity Summary Score by Thomson Reuters StarMine

A consolidated rating of independent research firms' sentiment for a given stock along with the ratings history from the past year.

View a detailed breakdown of analyst opinions, and download research reports right from the analysts.

Search for stocks based on their Equity Summary Score by Thomson Reuters StarMine using the Stock Screener.

Each bar represents an analysts' opinion that was used to determine the Equity Summary Score. Select the bars to get more details.

See a full list of the Equity Summary Score by Thomson Reuters StarMine for the stocks in your portfolio or watch lists.

Company Profile

A brief description that introduces investors to the company's primary business and includes a list of the key executives and revenue data.

XYZ Corp.

Read the full company description, and get all the details about its revenue and o cers.

Get an overview of how the stock's sector or industry is performing.



Go directly to the company's website in a new window.

The Equity Summary Score is provided for informational purposes only, does not constitute advice or guidance, and is not an endorsement or recommendation for any particular security or trading strategy. The Equity Summary Score is provided by Thomson Reuters StarMine, an independent company not a liated with Fidelity Investments. For more information and details, go to . The Fidelity Stock Screener is a research tool provided to help self-directed investors evaluate these types of securities. The criteria and inputs entered are at the sole discretion of the user, and all screens or strategies with preselected criteria (including expert ones) are solely for the convenience of the user. Expert Screeners are provided by independent companies not a liated with Fidelity. Information supplied or obtained from these Screeners is for informational purposes only and should not be considered investment advice or guidance, an o er of or a solicitation of an o er to buy or sell securities, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks, preferred securities, exchange-traded products, or closed-end funds. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors, and reevaluate them on a periodic basis.

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Dividends

See the most recent

dividend distribution and

how the latest payout

compares with other

dividend paying securities.

XYZ

Improve your knowledge as an investor with access to valuable insights on dividend investing.

Earnings

Keep track of a company's profitability and whether they tend to miss, meet, or exceed market expectations.

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Improve your knowledge as an investor with access to valuable insights on evaluating earnings.

View up to 10 years of detailed company dividends history, including all regular, extra and special dividend distributions, and dividend analytics.

XYZ

Search for the highest yielding dividend paying stocks using the Stock Screener.

View up to 10 years of detailed

company earnings history, including

all GAAP and Non-GAAPs, as well

XYZ

as all IBES and StarMine estimates.

Select the bars to view detailed earning data for that quarter.

XYZ

Search for the fastest growing stocks based on earnings per share (EPS) using the Stock Screener.

See how a stock's price might change based on hypothetical P/E ratios.

Fundamental Analysis

An overall assessment of a company's valuation, quality, growth stability, and financial health that let's you compare with those of other companies in the same sector.

Fundamental Events

A list of the most recent and upcoming corporate events including earnings calls, dividend distribution dates, and shareholder meetings.

View all the

underlying key

statistics used in the

Fundamental Analysis

XYZ

model.

XYZ

XYZ

View a full list of news headlines and events.

Improve your knowledge as an investor with access to valuable insights about how the Fundamental Analysis model works.

See all the upcoming events for companies in your portfolio or watch list, all in one place.

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Top Competitors

Get the important details for a company's primary competitors and see how they compare with industry averages.

Thomson Reuters StarMine

XYZ

XYZ Corporation

View additional data for each stock, or customize the list of stocks you wish to compare.

If there are more than four competitors, select the arrow to see the rest.

The first column to the right of the stock you're researching shows the industry average for key data points.

Columns to the right of Industry Average list individual competitors. Hover over the ticker to get a summary of research data, and click a ticker to go to its full research dashboard.

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Technical Events

The most recent technical patterns and events as identified by Trading Central and Recognia.

Recognia Technical Analysis

An aggregated view of the short, medium, and long-term sentiment for a company.

View a full list of news headlines and events.

See all of a stock's technical events integrated into the advanced chart. In the chart, select Technical Analysis, and then Patterns & Events.

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Improve your knowledge as an investor with access to valuable insights about how the Recognia Technical Analysis model works.

Stock Twits

Track the social sentiment of a company through an established social media platform.

Social Sentiment

Monitor the intensity of social media sentiment for a stock. Scores fall within a range from -4.25 to 4.25 on a minute by minute basis.

FirstMileDoctor

$XYZ

Analyst123

$XYZ

xyz MSR

$XYZ

XYZ corp;

See all the tweets from a particular StockTwits user. Select their name opens a new window.

Load more tweets without having to leave the page.

Improve your knowledge as an investor with access to valuable insights about how the Social Sentiment model works.

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Environmental, Social & Governance

View an independent analysis of the environmental, social and governance-related business practices of a company, and compare it to its industry-based peer group.

More Research

Explore more ways to research and get to know a company and its business.

See how well a company is addressing ESG issues compared to their industry peers. The bars on the right are better, and the bars on the left are worse.

View a comprehensive Environmental, Social and Governance report.

The ESG Score reflects how well a company is addressing ESG issues within their industry-based peer group and how prepared they are to manage that risk.

News, commentary, and research reports are from third-party sources una liated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that the information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use.

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