Release Notes. November 2014

Transcription

1 Release Notes November 2014 Trade & Orders Options Account Management Chart General Trade Armor Options o New tab with ability to view and trade single leg and select multi-leg options. o Upcoming earnings and dividends displayed within contract list o Expandable contract detail to display probability, Delta and Implied Volatility o Integrated view of equity and option positions for the underlying security o Resize Trade Armor horizontally to increase chart footprint Orders o View price improvement details at the order and execution level Create duplicate multi-leg option orders via right click menu on Orders tool Trade single leg options in the multi-leg option ticket Buy-writes and Collars may now be placed in margin in Limited Margin Accounts Pre-market options trading via the Directed Trading ticket for SPX and VIX only. o Dependent on the CBOE availability CBOE targeting Q Balances o Portfolio Margin - assesses margin requirements based on overall portfolio risk; well-diversified accounts may result in reduced margin requirements. *To be considered, an account s minimum equity must be above $150,000. Contact a Fidelity Representative at for more details. Positions o Heat map display of performance, volume, yield and P/E views gives you a visual way to look at your positions o Exclude Wash Sales ability to display the unadjusted columns for Basis, Purchase Price, Gain/Loss, and % Gain/Loss via Settings *Please note households with less than 120 trades per 12 month period that have incurred a wash sale prior to September 2014 must call to enable this feature. o Trade Armor column identifies where open orders exist and provides easy access to Trade Armor o Lots details now included when exporting Positions via right click Improved chart real estate when hiding chart tabs Print, export, and Save moved into main menu Mouse scroll wheel increases/decreases quantity fields in lots of 100 while price fields are adjusted by $.01

2 July 2014 Trade Armor Trading Options News and Market Data Account Management New Research tab with Equity Summary Score (ESS), Earnings, and Dividends for easy access to commonly requested data points Equities will display the Equity Summary Score, Earnings, and Dividends ETFs will display Basic Facts, Top 5 Holdings, and Distributions View Details links will direct you to Fidelity.com for additional information Enable Cash/Margin Trade Type field on trade tickets via Settings o New Trade Setting will allow you to always display the cash/margin trade type drop down when trading in a margin account o Cash accounts will continue to display type as needed, i.e. limited margin, spreads in IRA Color-code Orders via Settings o New Orders setting will allow you to color code orders by status, action, Time-in-force or order type o A set of standard colors are available, as well as the ability to create a custom color o The last color choice wins ; for example, if you choose to color buy orders green and then choose to color market orders blue, a buy order at the market would be colored blue o Orders in a pending status will not be color coded if status color has been customized Print Orders via right-click, including execution details Option Summary: view options by underlying, strategy, or expiration o Quickly seed a trade ticket using the action or right-click menu o View margin requirement o Easily identify in-the-money contracts with orange indicator bar Show/Hide Weeklies on Option Chain Expiration selection now persists when changing symbols in Option Chain New Options tab in the main navigation menu for easier access to option tools Access the Learning Center s Options Strategy Guide from the Help menu Streaming Bloomberg TV Equity Summary Score available in Quote, Positions, and Watch Lists Support 4 decimal pricing for low priced securities in Watch List, Directed Trading, Charts, and Orders Enhanced Headline News search category Expanded History years now available & no limitation on custom date range searches o Pre-set date filters changed from quarterly periods to past years Show/Hide Security types on Positions: Hide security types like Cash from your positions using the Manage menu Position Totals, including cost basis, now available at the bottom of the grid o If a security type like cash is hidden from the grid, the totals at the bottom will not include Cash position; however the summary totals at the top will View Accounts in a single list o Select to view accounts in a grouped menu or single list menu

3 Charts Enhanced Interactions The Learning Centers Technical Indicator Guide with images and calculation details now accessible from the Help menu Improved intraday chart display for 1, 3 and 5 minute intervals Alternate row color for grid tools including Positions, Watch Lists, Orders and Filters via General Settings Navigation Updates including new Options menu, Trade Fixed Income and International Trade, and Reassign lots from Account s.

4 February 2014 Trading Trade Armor o An innovative visual approach to trading and risk management with key information needed to make informed trading decisions, including position level unrealized and year-to-date realized gain/loss information, charts with support and resistance levels, quotes and the latest news headlines. Trade Armor provides the ability to quickly and easily create trades, showing the estimated gain or loss based on the order price, and replacing an order is a simple as dragging the open order price indicator to your new desired price and submitting the order. Use Trade Armor to place a variety of orders, such as limits, stops, stop limits, trailing stops, and brackets. If you use alerts, creating and managing is also as easy as dragging and dropping the alert to a price point on the chart. Conditional Trading o Contingent o One Cancels the Other (OCO) o One Triggers the Others (OTO) o One Triggers an OCO (OTOCO) Order Status Enhancements o Ability to display orders on 1 row Expanded display filtering to include o Filled o Open o Partially Filled Ability to view a single account, all accounts or an account group Account Account Summary Management o A quick view of profit and loss information in one tool, along with key balance and order information Today s Unrealized Gain/Loss for intraday traded positions (Trade Armor, Positions, and Account Summary) Closed Positions o Search up to 10 years of closed positions history including the ability to search by security Charts Point and Figure chart style Additional Indicators o Chaikin A/D Oscillator o Volume Weighted Moving Avg. o Wilder Moving Avg. Print Use the right-click menu to print your order confirmations, positions or watch lists Enhanced Interactions Ability to delete symbols from the symbol drop-down list

5 November 2013 Trading Trade on unsettled funds and day trade stocks and options in retirements accounts using limited margin Trade Mini-Options on the Directed Trade and Multi-leg Options ticket Pre-market time-in-force in Directed Trading now ends at 9:28 AM ET. Account management View positions, history, and news by account groups set up on Fidelity.com Gain insight into the total account value and pending activity balances on Positions (displayed when you mouse-over the Total Market Value) Change your tax-sensitive disposal method online using the new Cost Basis Information Tracking page available under Account s Chart Take advantage of 7 new indicators: Aroon StochRSI ATRP- Average True Range Percentage DPO- Detrended Price Oscillator DSS- Double Smoothed Stochastic HV- Historical Volatility RVI- Relative Vigor Index News View streaming news articles by provider Options Enhancements Enhanced Interactions Profit/Loss Calculator: customize implied volatility assumption, display Greeks data, include/exclude expired options, and zoom and pan on chart Access your Fidelity.com custom option scans in the Filters tool Quickly add a symbol to a custom watch list from Quote, Filters, Chart, and Option Chain using the right-click or action menu Close a tool directly from the Tools in Use menu Release v7 (July 2013) This release offers further enhancements to our next generation platform, many in direct response to your feedback, such as a new theme color and historical time and sales data. We are continually updating our next generation platform with new features and functionality and encourage you to send us your suggestions by selecting Tell Us What You Think located under the Help menu. Time and Sales View real-time time and sales data and up to 30 days of historical time and sales information

6 Color Theme A new blue background color theme is now available from General Settings Chart Ability to export your chart as image Ability to modify color of line chart Events data: added ex-dividend dates, dividend pay date and earning release date to the mouse over tooltips Resizable Quote Customize the quote tool to your desired size Market Data New market data fields now available for Quotes and Watch Lists: Intrinsic Value and Time Value for options, Volume-Weighted Average Price (VWAP), Sector & Industry information, Dividend Payment Currency Hard to Borrow Gain visibility into financing costs and share availability for hard to borrow securities in the quote tool and during the short sale order entry process Balances Margin accounts now include cash available to trade without margin impact and daily mark to market on short activity

7 New account setting Allows account sorting by nickname or account number April 2013 Trading Directed options trading with ability to view montage by price or exchange Custom time-in-force for more control over the expiration of your day or GTC orders Ability to quote and trade mini options Advanced Options Analytics Probability calculator helps determine the probability of an underlying equity or index trading above, below, or between certain price targets on a specified date Profit and loss calculator evaluates the potential profitability of owned and simulated positions Market Data Expanded Filters tool includes pre-built option scans to help spot trading opportunities Detailed options data, including: historical and implied volatility, call/put ratios, and today s biggest trades January 2013 Trading Multi-trade to store and/or place multiple trades individually or simultaneously Directed equity trading with depth of book, advanced order types and access to trade order routing algorithms

8 Extended hours trading through the directed trade ticket Account Detailed balances and margin call information Information Account history Find position in all accounts tool Charts 7 new indicators: Average Directional Index, Average Volume, Cup with Handle, Hull Moving Average, Ichimoku Cloud, P/E Ratio, and Relative Strength Comparison 3 new drawing tools: Regression Channel, Speed Resistance and Linear Regression Confirmed and anticipated* pattern and event recognition, as well as Elliott Wave analysis* all provided by Recognia, a leader in technical analysis Create up to 5 tabs in each chart Market Data Expanded quote data information Pre-built index watch list Pre-built, delayed futures watch list Filters tool for access to most actives, top gainers/losers, etc. Enhanced Easy to use navigation including powerful right-click and action Interactions menus to populate a trade ticket and quickly access key tools Click bid and ask fields to populate trade tickets Shortcut buttons for Trade, Orders, and Quote from the main navigation Re-order symbols when editing a custom watch list Quick access from the main navigation to key Fidelity.com features such as: option summary, closed positions and margin calculator Message Center Three new alert types, including: account, education and system *Recognia Anticipated Events and Elliot Wave analysis are offered to customers who trade 120+ over a 12-month rolling period.

9 November 2011 Trading Multi-Leg Option Trading Specific Share/ Tax Lot Trading General Trade Settings Setting to Skip Trade Previews and Confirmations June 2011 Option Chain Streaming, priced option chain January 2011 Order Status Streaming Order Status tool Charts Advanced, streaming charts Ticker Customizable streaming ticker Market breadth

10 November 2010 Trading Trade ticket for stocks, mutual funds, and options trades Market Data Streaming Quotes tool Alerts Set Alert functionality Message Center with trade and price alerts 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. Active Trader Pro Platforms SM is available to customers trading 36 times or more in a rolling 12-month period. Greeks are mathematical calculations used to determine the effect of various factors on options. Fidelity Brokerage Services, Member NYSE, SIPC 900 Salem Street, Smithfield, RI FMR LLC