Fidelity (Fidelity Brokerage Services LLC) vs Quicken (Simplifi & Classic) comparison

Unique

• Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
• Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
• Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
• Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
• Options chain displays real-time Greeks and supports multi-leg strategies inside Active Trader Pro.
• International trading access spanning 25 countries and 16 currencies for direct equity purchases outside the U.S.

Unique

• Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
• Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.
• Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots.
• Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.
• Portfolio X-Ray in Classic analyzes mutual funds, ETFs, and other equity funds to “look through” underlying holdings and reveal true exposure to individual equities, improving diversification insight.
• Capital Gains Estimator (Classic investing tiers) lets you model potential sales before you trade by proposing lots to sell, estimating proceeds, and showing projected capital gains using your tax bracket settings and Term (short/long) breakdown; it integrates with the Tax Planner for more accurate projections.