Fidelity AI

About this Tool

Fidelity Investments uses AI across its brokerage, retirement, and wealth management platforms to deliver personalized investment recommendations, portfolio analysis, and financial planning tools. Its AI-powered assistant Abby helps customers navigate their accounts and answer financial questions.

Fidelity’s Personalized Planning & Advice uses AI to create custom financial plans. The platform’s ML models power its commission-free stock trading, AI research reports, and smart portfolio rebalancing for millions of retirement and brokerage accounts.

Key Features

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AI Abby Virtual Assistant

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Personalized Planning AI

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Commission-Free Trading

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AI Research Reports

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Retirement Account AI

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Tax-Smart Investing

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Portfolio Analyzer

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Wealth Management

📋 Scripts & Prompts for Fidelity AI +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

Investment goal

Years until goal

Risk tolerance

Monthly investment

Account types

Current allocation

Your age

💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

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📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

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📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

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🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Fidelity AI +

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GitHub

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