make smarter trading decisions with the active trader pro®...4 brokerage: atp powerful investors...

42
BROKERAGE: ATP Make smarter trading decisions with Active Trader Pro® Webinar Presentation

Upload: others

Post on 15-Mar-2020

8 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

BROKERAGE: ATP

Make smarter trading decisions with Active Trader Pro®

GettyImages-950500398

Webinar Presentation

Page 2: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

2

BROKERAGE: ATP

Navigate ATPCustomize your ATP Experience

Access ATP

Agenda

Page 3: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

Access ATP

Page 4: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

4

BROKERAGE: ATP

Powerful Investors Need Powerful Technology

Real-time Analytics

Spot your next great trading opportunity in real time and stay in the know with clear, actionable alerts.

Trade Armor®

Define entry and exit strategies, visualize a trade's potential risk and reward on a chart, and stay on top of price movements with alerts.

Daily Dashboard

Real-time news, earnings announcements, and economic events are all at a-glance.

Page 5: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

5

BROKERAGE: ATP

Access ATP

Screenshots are for illustrative purposes only.

Page 6: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

Navigate ATP

Page 7: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

7

BROKERAGE: ATP

Screenshots are for illustrative purposes only.

Getting Started with the Setup Wizard

Help Tab

Active Trader Pro Setup

Page 8: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

8

BROKERAGE: ATP

Getting Started with the Setup Wizard

Screenshots are for illustrative purposes only.

Help Tab

Active Trader Pro Setup

Page 9: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

9

BROKERAGE: ATP

Welcome to Active Trader Pro

Screenshots are for illustrative purposes only.

Page 10: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

10

BROKERAGE: ATP

Accounts

Accounts TabHolds all of the account-

specific tools you’ll need

Positions

Balances

Account Summary

Screenshots are for illustrative purposes only.

Page 11: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

11

BROKERAGE: ATP

Accounts

Accounts Tab

PositionsGives you the power

to customize your view

with selected data

fields and displays

Balances

Account Summary

Screenshots are for illustrative purposes only.

Page 12: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

12

BROKERAGE: ATP

Accounts

Accounts Tab

Positions

BalancesDemonstrates total

account value, cash

available to trade, and

intra-day buying power

Account Summary

Screenshots are for illustrative purposes only.

Page 13: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

13

BROKERAGE: ATP

Accounts

Accounts Tab

Positions

Balances

Account SummaryOffers a streamlined

view of profit and loss

information, key balance,

and order information

Screenshots are for illustrative purposes only.

Page 14: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

14

BROKERAGE: ATP

Trades & Orders

Trades & Orders Tab

Holds 5 trading tickets

Standard Trade Ticket

Trade Armor®

Screenshots are for illustrative purposes only.

Page 15: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

15

BROKERAGE: ATP

Trades & Orders

Trades & Orders Tab

Standard Trade Ticket

Offers dynamic

single trade tickets

that prefill information

with a single click

Trade Armor®

Screenshots are for illustrative purposes only.

Page 16: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

16

BROKERAGE: ATP

Trades & Orders

Trades & Orders Tab

Standard Trade Ticket

Trade Armor®• Condenses all of the

info you need in a

single location

• Provides access to tools

that help you explore and

efficiently execute risk

management strategies

Screenshots are for illustrative purposes only.

Page 17: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

17

BROKERAGE: ATP

Quotes & Watch List

Quotes & Watch List Tab

Holds market data tools,

including: Quote Time &

Sales, Watch List, and Filters

Watch Lists

Quote windows

Screenshots are for illustrative purposes only.

Page 18: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

18

BROKERAGE: ATP

Remove symbols

Quotes & Watch List

Quotes & Watch List Tab

Watch ListsStreams updates in real

time for the companies

and indices you follow

Quote Filters

Screenshots are for illustrative purposes only.

Page 19: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

19

BROKERAGE: ATP

Remove symbols

Quotes & Watch List

Quotes & Watch List Tab

Watch Lists

Quote FiltersHelps you stay up to

speed with the biggest

gainers, biggest losers,

and most actives in

the market

Screenshots are for illustrative purposes only.

Page 20: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

20

BROKERAGE: ATP

Options

Options TabProvides access to in-depth,

high-quality option market

analytics, along with tools to

help generate and validate

trading ideas

Option Chain

Option Filters

Screenshots are for illustrative purposes only.

Page 21: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

21

BROKERAGE: ATP

Options

Options Tab

Option ChainProvides a list of the

option contracts available

for a given security, listed

by expiration

Option Filters

Screenshots are for illustrative purposes only.

Page 22: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

22

BROKERAGE: ATP

Options

Options Tab

Option Chain

FiltersAllows you to filter for

underlying securities

with unusual volume and

implied volatility moves

Screenshots are for illustrative purposes only.

Page 23: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

23

BROKERAGE: ATP

News & Research

News & Research TabContains all information

available on ATP and

Fidelity.com

Daily Dashboard

Screenshots are for illustrative purposes only.

Page 24: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

24

BROKERAGE: ATP

Remove symbols

News & Research

News & Research Tab

Daily DashboardPresents an easy-to-read

snapshot of market and

account events along with

relevant news updates that

can help jump-start your

trading day

Screenshots are for illustrative purposes only.

Page 25: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

25

BROKERAGE: ATP

Alerts

Alerts TabHelps you stay on top

of the market and accounts

Price Alerts

Real-time Analytics

Screenshots are for illustrative purposes only.

Page 26: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

26

BROKERAGE: ATP

Alerts

Alerts Tab

Set Price AlertsAlerts you when the stocks

you follow hit price triggers

that you set

Real-time Analytics

Screenshots are for illustrative purposes only.

Page 27: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

27

BROKERAGE: ATP

Alerts

Alerts Tab

Set Price Alerts

Real-time AnalyticsUses the signal alerts from

Real-time Analytics to help

manage your positions and

open orders, and generate

trading opportunities

Screenshots are for illustrative purposes only.

Page 28: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

28

BROKERAGE: ATP

Charts

Charts TabAccess the chart and all

of its features

Draw

Indicators

Events

Technical Analysis

Chart Settings

Screenshots are for illustrative purposes only.

Page 29: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

29

BROKERAGE: ATP

Charts

Charts Tab

DrawUtilize a range of drawing

tools to find support

and resistance

Indicators

Events

Technical Analysis

Chart Settings

Screenshots are for illustrative purposes only.

Page 30: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

30

BROKERAGE: ATP

Charts

Charts Tab

Draw

IndicatorsAdd indicators to better

time your entries and exits

Events

Technical Analysis

Chart Settings

Screenshots are for illustrative purposes only.

Page 31: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

31

BROKERAGE: ATP

Charts

Charts Tab

Draw

Indicators

EventsView past historical and

technical events

Technical Analysis

Chart Settings

Screenshots are for illustrative purposes only.

Page 32: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

32

BROKERAGE: ATP

Charts

Charts Tab

Draw

Indicators

Events

Technical AnalysisView anticipated and

confirmed technical events

and patterns with analysis

powered by Recognia

Chart Settings

Screenshots are for illustrative purposes only.

Page 33: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

33

BROKERAGE: ATP

Charts

Charts Tab

Draw

Indicators

Events

Technical Analysis

Chart SettingsCustomize chart setting

to meet your needs

Screenshots are for illustrative purposes only.

Page 34: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

Customize your ATP Experience

Page 35: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

35

BROKERAGE: ATP

Personalize your Settings

Settings TabPersonalize your ATP layout

and update systems settings

like default accounts,

display (color scheme,

zoom), and trading

preferences

Settings Window

Screenshots are for illustrative purposes only.

Page 36: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

36

BROKERAGE: ATP

Personalize your Settings

Settings Tab

Settings WindowGeneral

Trade

Directed Trade

Orders

Positions / Watch Lists / Groups

Screenshots are for illustrative purposes only.

Page 37: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

37

BROKERAGE: ATP

Customize Your Layout

Layouts TabLeverage a predefined

layout, customize a

predefined layout, or

create a new layout

Link Tool

Screenshots are for illustrative purposes only.

Page 38: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

38

BROKERAGE: ATP

Remove symbols

Customize Your Layout

Layouts Tab

Link ToolAllow data in one

tool to automatically

update the other

Screenshots are for illustrative purposes only.

Page 39: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

39

Visit the Fidelity Learning Center

Learn more about putting ATP to work for you:

Read Articles: Learn more strategies and trading tips.

Watch Videos: Complete the Making the Most of Active Trader Pro course.

Attend Seminars: Attend monthly webinars on our website.

Page 40: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

40

ThankYou

Please join us for ourupcoming webinars.

Download Active Trader Pro for free at

Fidelity.com/ATP.

Questions? Call a trading specialist at

800-564-0211.

Page 41: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity

41

BROKERAGE: ATP

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry a dditional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Real-time analytics uses historical information to generate alerts about potential opportunities. It should be used in conjuncti on with your own research and should not be the sole basis on which to make investment decisions. Past performance is no guarantee of future results.

Technical analysis focuses on market action — specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering which 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 as to whether an investment in any particular security or securities is right for you based on your investment objectives, risk tol erance, and financial situation. Past performance is no guarantee of future results.

Any screenshots, charts, or company trading symbols mentioned are provided for illustrative purposes only and should not be consi dered an offer to sell, a solicitation of an offer to buy, or a recommendation for the security.

Investing involves risk, including risk of loss.

2019 FMR LLC. All rights reserved.

Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Disclosures

899262.3.0

Page 42: Make smarter trading decisions with the Active Trader Pro®...4 BROKERAGE: ATP Powerful Investors Need Powerful Technology Real-time Analytics Spot your next great trading opportunity