Select Add Positions from the Manage Lists and Positions dropdown to add positions to All Positions, an account or a previously created list. You will need to enter the CUSIP and quantity and indicate whether it is an outside or hypothetical position. Once you have added a position, you can use the tool’s calculators to see its impact on hypothetical future income.
It may be possible to add acquired, closed or inactive bond funds as a hypothetical or outside holding. As a result, the tool may contain outdated information about the fund. Please refer to the “As of Date” on the positions tab or the Fund Composition Page on Fidelity.com to verify the status of outside and hypothetical holdings. Internal Holdings will be automatically updated to reflect these changes.