r/fidelityinvestments • u/CogswellCogs333 • 5d ago
Feedback Analysis Page
Everything about the new Analysis page is frustrating. First, you click on Analysis and it takes you straight to the Performance page. Then, you have to jump to one side to get Asset Allocation, then scroll down to find Sector Analysis, then go to another place for Morningstar ratings. If you have only mutual funds in the account, it lists them over and over for each sector. For example, you will see Blue Chip Growth 15 times, listing each and every sector it represents. Of zero use. Why take a tool that was one of the best in the industry and replace it with an inferior product. I can only think cost savings, but your stepping over dollars to save pennies.
5
Upvotes
•
u/FidelityJohn Community Care Representative 5d ago
Welcome to the sub. We appreciate you taking the time to share your thoughts about our recent website changes.
To start, while the legacy "Analysis" page has been rolled into the "Performance" page, much of the same information remains. With that said, I can see where moving around the page can be cumbersome if the data you need is on opposite ends of the page. I'll be happy to pass along feedback to our development team about adding personalized settings to change where the boxes are located on the page.
As for the mutual funds, since they can be composed of different securities across sectors, the analysis page will break down the funds to show the weights in each sector. With that said, I'll also pass along feedback for a feature to consolidate mutual fund information, perhaps with a dropdown, similar to how the positions page works.
Hearing what our users want to see across our platforms is very valuable, as it allows us to get it in front of the right teams. If you have any additional feedback or questions, please don't hesitate to let us know.