Strategy Testing

Strategy testing helps you identify potential trading opportunities by assessing the performance of a trade strategy with a single security or set of securities during different historical market conditions.

Test a Strategy

Find a strategy

Explore pre-built strategies that include common approaches to technical indicators. Run tests on selected strategies, fine-tune them to meet your trading style and then save the strategies you like for future use.

Go to the Strategy Library

Use a saved strategy

Log in to your account to access your saved strategies. If you decide to implement a saved strategy, you can monitor the strategies for buy and sell alerts.

See all Saved Strategies Secure. Log in required.

Monitor strategies

Monitor your active strategies and get buy or sell trade alerts for the stocks you are following. You can also place trades and review order status with this tool.

Go to the Strategy Monitor Secure. Log in required.

Want more advanced testing?

Need more info?

The Trading Strategies and Strategy Testing feature and trade signals generated by the strategies are provided for educational purposes and as examples only, and they should not be used or relied upon to make decisions about your individual situation. You may modify the Strategy Testing parameters as you see fit. Fidelity is not adopting, making a recommendation for or endorsing any trading or investment strategy or particular security. The Strategy Testing feature provides a hypothetical calculation of how a security or portfolio of securities, subject to an example trading strategy, would have performed over a historical time period. Only securities that were in existence during the historical time period and that have historical pricing data are available for use in the Strategy Testing feature. The feature has only a limited ability to calculate hypothetical trading commissions, and it does not account for any other fees or for tax consequences that could result from a trading strategy. You should not assume that Strategy Testing of a trading strategy will provide any indication of how your portfolio of securities, or a new portfolio of securities, might perform over time. You should choose your own trading strategies based on your particular objectives and risk tolerances. Be sure to review your decisions periodically to make sure they are still consistent with your goals.

Past performance is no guarantee of future results.