Research tools and analysis for managing your investments


Get all the pertinent information, expert analysis, and powerful tools you need to select investments for your portfolio here on—whether you're researching stocks, bonds, CDs, exchange-traded funds (ETFs), or mutual funds from other fund companies. To get started, check out our investment products page.

Once you've selected the investments that interest you, it's easy to find related details and analysis.

Find an investment

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Stocks Stock screener. Choose from investment criteria such as performance, debt, dividend yield, price/earnings ratio, and analyst ratings to find stocks. You can even create and save stock screens based on industry sectors, market indexes, or financial strategies. Log on to get started.
Mutual funds and ETFs Mutual fund and ETF screener. Screen mutual funds and ETFs based on the criteria that matter most to you. You can search by fund company, fund style, management style, and more.
Fixed income securities Online Fixed Income Trade Desk. Search the domestic market for U.S. Treasury securities, corporate and municipal bonds, mortgage-backed securities, certificates of deposit (CDs), and new-issue corporate notes. Log on to get started.

Information once available only to investment professionals is now available online to help you manage your portfolio.

Research and monitor your investments

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Research stocks Stock profiles. Get objective analyses from leading investment experts and ratings agencies such as Standard and Poor's, Thomson Reuters, and First Call. Review earnings, balance sheets, financial fundamentals, news, and interactive charts.
Research mutual funds Fund profiles. Access extensive information on the holdings, risks, performance, and management of thousands of funds from hundreds of other fund companies available through our FundAccess® program.
Receive e-mail alerts Alert Messaging. Sign up to receive timely updates on the markets as well as individual stocks or mutual funds to help you make better investment decisions. We'll e-mail the information you need, when you need it.
Analyze my portfolio Portfolio analysis. Evaluate your portfolio to reveal potential risk/return performance. If you've invested in mutual funds, you'll see how cost and manager risk can affect future performance—the bottom line of any investment plan.
Monitor securities My Watch List. View the performance of a hypothetical portfolio before you invest. You can also monitor assets held at other financial institutions and create up to six different watch lists, each one tracking up to 30 securities.

Investments are subject to market risk. Bond funds have interest rate risk, the risk of issuer default, and inflation risk.