Introduction to Active Trader Pro

Transcription

1 Introduction to Active Trader Pro 3 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI FMR LLC. All rights reserved

2 This workshop will Illustrate how to use the tools to track the market, manage your accounts, place trades and more Highlight key features and tips to efficiently utilize the platform Get you excited and ready to use Active Trader Pro 4 4

3 Benefits of the platform Simple navigation Customization Streaming market tools Account aggregation Advanced charting In-platform help 5 5

4 Navigating the workspace Take advantage of shortcuts on the top navigation to launch your default trade ticket, view orders, access the quote tool, and Notebook. Use the action menu, located next to the symbol, to access a variety of security specific tools and information. Use the sidebar to keep functionality at your fingertips, without your screen getting too crowded. Use ctrl + click to select multiple individual rows, or shift + click to select a group of rows on any tool with information in a grid. Populate a pre-filled trade ticket by clicking on the ask to buy or bid to sell. 6 6

5 Customize your trading experience ut, ut or Leverage a predefined layo customize a predefined layo create a new layout. Use the link tool to allow data in one tool to automatically update the other. 7 Use Settings to personalize ATP: Select a default account Set background color Change font size Select a default trading account Select a default trade ticket Skip trade preview and/or confirmation Choose the columns that display for positions and watch lists Select option chain defaults 7

6 Multiple ways to enter an order Stage and save up to 50 orders using the Multi-Trade ticket. Single-Trade ticket is dynamic and easy to use. 8 Use Trade Armor to visually explore and manage potential profit and loss scenarios and then enact an entry or exit strategy using trades or alerts. 8

7 Interactive charting with tabbed views Create up to 10 different tabs within a single chart for a symbol. Draw - add notes or draw trend, support, or resistance lines, regression channels, and more. Be sure to save your chart, you can also make the chart your default from this view. Indicators three ways to select: Type to Search, Recently Used, or scroll through the carousel. Technical Analysis display both anticipated and confirmed technical events using Recognia. 9 9

8 Charting in Active Trader Pro Platforms SM 12 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI FMR LLC. All rights reserved

9 This workshop will Highlight available tools and various ways to customize charts to help visualize your ideas Illustrate how to access and use the Technical Analysis feature to view anticipated and confirmed technical patterns and events Showcase how to use charts to help evaluate investment opportunities 13 13

10 14 Customize your charting experience 1 1. Time periods use to view price and volume for a security from today to 30 years, coupled with a range of frequencies 2. Settings use to select your preferred chart type, choose colors that work for you or decide what to show/hide 3. Draw menu use to add notes, draw trend, support, or resistance lines, Fibonacci retracement and more 4. Indicators menu use to choose from over 60 indicators

11 Take advantage of Recognia s Chart Recognition 15 Recognia is a third-party leader in the field of chart pattern recognition. To get started with this automated, simplified process: 1. Navigate to Technical Analysis > Patterns & Events 2. Decide on the Trading Horizon 3. Select the Active or Anticipated Events that you want to display Recognia and Fidelity are unaffiliated.

12 Features to help efficiently work with a chart Use the link tool to allow data in one tool to automatically update the other. o in a Create up t 10 different chart for views with single a symbol. Be sure to save your chart, you can also make the chart your default from this view. Use the Indicator menu to add, modify or delete an indicator. Right-click on a line to access a variety of options including; Style, Settings, and quick links to place a trade. Click on any line to edit or remove it. Select a pre-defined time period from today to 30 years, or enter a custom time period. 16

13 Trading the way you want with Active Trader Pro Platforms SM Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI FMR LLC. All rights reserved

14 18 This workshop will Highlight each trade ticket and the key benefits Illustrate how to use each trade ticket along with the settings to customize the experience Through the use of practical application, help you decide how to best use the range of tools to trade the way you want 18

15 Single Trade Ticket Dynamic for quick order entry This compact trading ticket offers: Buying power balances at a glance Streaming quote data to help decide the right time to place a trade - this portion of the window may be collapsed LOTS button to identify specific lots for tax reporting purposes 19 19

16 Multi-trade Ticket Stage and save up to 50 orders Use this tool to trade stocks, options, and ETFs: Most commonly used from a Positions List or Watch List to multi-select and queue up orders Place orders individually or simultaneously, now or later Use shift + click, or control + click, to highlight orders on the ticket Right-click to preview, delete, or duplicate multiple orders 20 20

17 Trade Armor Innovative visual approach All within this powerful tool: View position level unrealized and year-to-date realized gain/loss information Place a variety of order types Drag the price points on the chart to adjust the price of an order Easily create and manage alerts 21 21

18 Customize your trading experience Use Settings to customize your trading experience 22 Trade Select default trading account and default trade ticket Elect to skip preview and confirmation Set default values for quantity, order type, and more for both stock and option trades Directed Trade Select advanced order types Create shortcuts that can populate trade ticket with a single click 22

19 Maximizing Options Tools in Active Trader Pro 26 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI FMR LLC. All rights reserved

20 27 AGENDA Introduce Option Analytics Demonstration Option Chain Option Statistics Today s Biggest Trades Probability Calculator Profit/Loss Calculator Strategy Ideas Trading Options Single Trade, Multi-Trade, Directed Trade, Multi-Leg 27

21 This workshop will Provide an overview Assist you in using the powerful tools and resources available to conduct options research and help validate trading ideas Outline how to leverage each of the available trade tickets 28 28

22 Benefits of Option Analytics in Active Trader Pro Multiple access points Validate existing positions or new trading ideas Access in-depth, high quality analytical market data Integrated tools 29 29

23 Option Chain Use the option chain to view all available options for a given underlying. Filter by strike price, expiration, volume and open interest. View multi-leg option pairing. Show or hide adjusted options

24 Option Filters Real-time scans of the options market to find underlying securities and options with unique trading characteristics. Filter for High Option Volume, Exploding IVs, IV vs. HV differentials, and more

25 Option Statistics View the Volatility section to see multiple measures of both implied and historical volatility. Use the information in the Trade Breakdown section to learn more about the day s option order flow

26 Today s Biggest Trades Today s Biggest Trades displays the top 20 trades in realtime sorted by quantity, highest to lowest. Both equity and option traders can use this information to identify potentially unusual trading activity 34 34

27 Probability Calculator Helps both equity and option traders to determine the probability of an underlying index or equity trading above, below, or between certain price targets on a specified date. Adjust the target price, date, and volatility to tailor results. 35 The Profit Probability and Theoretical Profit and Loss will update dynamically. Options Greeks are also available. 35

28 Profit/Loss Calculator Support advanced decision making by charting the profit and loss potential of your existing positions or to evaluate option trades before you place them. 36 Based on the underlying security you are evaluating, your owned positions will automatically be imported for the account in focus, or enter up to 20 simulated positions. 36

29 Strategy Ideas Choose from 9 different custom covered call strategies by selecting a timeframe and strategy. Backtest covered calls or cash covered puts by entering specific criteria. Leverage quick links to place your next trade. 37 View 2 years of performance data. 37

30 Multiple ways to enter a single-leg order Stage and save up to 50 orders using the Multi-Trade ticket. Single-Trade ticket is dynamic and easy to use. 38 Use the Directed Trade Options ticket to view depth of market and route orders to an exchange of your choice. 38

31 Plus a multi-leg option trade ticket The dynamic ticket pre-populates certain fields based on the option and strategy chosen. For example, choose an action for the first leg and the other legs automatically populate. Only strategies that you are approved to trade will be available. Switch between Leg view and Exchange view to get more detailed quotes. 39 View profit and loss details at expiration, including max gain, max loss, and break even point. 39

32 Use the Fidelity Learning Center at home to Take a course Complete Making the most of Active Trader Pro, a series of demos illustrating how to use the many tools available to track the market, manage your accounts, and place trades. Get more information Visit Fidelity.com and select Research > Learning Center to obtain more information and insight on trading and investing. Attend seminars/webinars Register for a seminar at your local investor center, or view one of our online monthly webinars on Fidelity.com, register here 40

33 Important Legal Information Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request. Any screenshots, charts, or company trading symbols mentioned, are provided for illustrative purposes only and should not be considered an offer to sell, a solicitation of an offer to buy, or a recommendation for the security. System availability and response times may be subject to market conditions. Investing involves risk, including risk of loss. Technical analysis focuses on market action specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with. As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results. 42 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI FMR LLC. All rights reserved