Webinar Presentation
Introduction to Active Trader Pro®
Presented by
Trading Strategy Desk®
1 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. © 2016 FMR LLC. All rights reserved. 763891.2.0
Disclosures
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– 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, and
call 800-544- 5115 to be approved for options trading. Supporting documentation for any claims, if applicable, will
be furnished upon request.
– News, commentary, and research reports are from third-party sources unaffiliated with Fidelity. Fidelity does not
endorse or adopt their content. Fidelity makes no guarantees that the information supplied is accurate, complete,
or timely, and does not provide any warranties regarding results obtained from its use.
– Examples in this presentation do not include transaction costs (commissions, margin interest, fees) or tax
implications, but they should be considered prior to entering into any transactions.
– The information in this presentation, including examples using actual securities and price data, is strictly for
illustrative and educational purposes only and is not to be construed as an endorsement, recommendation.
Goal of this webinar:
To give traders an overview of the tools, features, and functionality of the Active Trader Pro®
platform from Fidelity.
What we will cover:
How to access the Active Trader Pro® Platform
Overview of the tools available in the platform
How to setup and create a layout
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How to Download Active Trader Pro®
4 Fidelity.com – For illustrative purposes only
https://www.fidelity.com/ATP
Active Trader Pro®
5 Active Trader Pro® – For Illustrative Purposes Only
Settings
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• The settings tab is one of the primary tabs in Active Trader Pro®
– It is used for updating system settings such as:
• Color Scheme
• Default Accounts
• Zoom
• Trading
• Display preferences
Settings
7 Active Trader Pro® – For Illustrative Purposes Only
Accounts
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• The Accounts tab holds all of the account specific tools
including:
– Positions
– Balances
– Options Summary
– Account History
Accounts
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Active Trader Pro® – For Illustrative Purposes Only
Trade & Orders
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• The Trade & Orders Tab holds all of the trading tickets including:
– Standard Trade Ticket
– Directed Trading and Extended Hours Trading Ticket
– Conditional Trade Ticket
– Trade Armor®
Trade & Orders
11 Active Trader Pro® – For Illustrative Purposes Only
Quotes & Watch List
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• The Quotes and Watch List tab holds the historical information
tools including:
– Quote windows
– Time & Sales
– Watch Lists
Quotes & Watch List
13 Active Trader Pro® – For Illustrative Purposes Only
Options
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• The Options tab holds all of the options specific tools including:
– Option Chain
– Options Statistics
– Profit/Loss Calculator
– Probability Calculator
– Strategy Ideas
Options
15 Active Trader Pro® – For Illustrative Purposes Only
News & Research
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• The News & Research tab contains all of the news and research
tools available in both Active Trader Pro® & Fidelity.com
• Available directly in Active Trader Pro® are:
– News
– Daily Dashboard
– Bloomberg TV
News & Research
17 Active Trader Pro® – For Illustrative Purposes Only
Alerts
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• The Alerts tab contains the alert generation tools:
– Price Alerts
– Message Center
– Real-Time Analytics
Alerts
19 Active Trader Pro® – For Illustrative Purposes Only
Charts
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• The Charts tab allows you to access the chart and all of it’s
features.
– This tab also allows you to view and load saved charts
Charts
Active Trader Pro® – For Illustrative Purposes Only 21
Introduction to Active Trader Pro®
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This concludes today’s presentation
Thank you for attending!
Please join the Trading Strategy Desk® for our upcoming webinars:
To register, please visit the Fidelity.com Learning Center https://www.fidelity.com/webinars
For additional support, please contact a Fidelity representative at (877) 907-4429.
