Transcription of ACTIVE TRADER PRO - Fidelity Investments
1 AAccttiivvee TTrraaddeerr PPrroo User Guide Table of Contents .. 1 ..1 1 .. 1 Trading and Market Information .. 2 CONTACT INFORMATION .. RESOURCES .. 4 ..4 .. 5 .. 5 .. 5 .. 6 Step 4: Install Fidelity ACTIVE TRADER Pro Software .. 6 ..2 Prompts ..4 ..5 ..6 .. 6 ..17 .. 18 FILE MENU ..19 User Change 20 Print Preview .. 21 21 Reports ..21 Chapter 1 Introduction ..PROGRAM OVERVIEW ..1 Account Decision Support Tools .. 2 Getting .ELIGIBILITY ..SYSTEM REQUIREMENTS ..4 DOWNLOAD ..INSTALLATION ..Step 1: Download the File .. 6 Step 2: Run to Verify Required System ..Step 3: Install Components, If ..Step 5: Launch ACTIVE TRADER Pro .. 7 LOGGING IN ..1 GENERAL NAVIGATION ..1 Menu & .1 Mouse ..Chapter 3 Main Menu.
2 ATP User Guide Version i Export .. AGREEMENT MENU .. 2 .. 2 ..6 ..28 .. 9 9 ..31 .. Contents ..3 .. Search ..3 .. 36 ..7 .. 38 .. 0 Balances Tab .. 5 ..7 ory T .. Margin Calls Tab .. 52 Accounts Preferences .. REPORTS ..55 Chapter 5 investment Research & Education 56 General QUOTES ..56 Backup/Restore .2 Backup/Restore .Purge ..2525 Exit ..EDIT MENU ..29 Preferences ..VIEW MENU ..229 Function Toolbar ..2 Layout ..30 Quick Balances .30 TOOLS MENU ..356 Trading Knowledge ..3 Chapter 4 Account Management Tools ..ACCOUNTS ..439 Summary Tab ..44 Positions Tab .. & Loss .5152 Margin Debit Interest Tab ..54 ATP User Guide Version ii Customizing .. 9 ..0 ..68 .. 0 ..6 .. 6 .. 7 ..0 ..6 ..7 ..0 .. 1 .. 3 Access News in ATP WATCH LIST.
3 103 104 ..1 ..111 .. 112 ..1 ..113 ..118 120 ..1 ..121 Cancel & Replace ..123 Cancel & Replace Setting General Trade Trade Links from Other ACTIVE TRADER ORDER Order Status Menu Bar ..132 Order Status Preferences ..135 Level 2 .5 Option ..6 Time & Sales .. with Charts ..7 Tab ..7 Modifying Tabs ..7 Saving Changes and Multiple Charts ..78 Accessing Saved Charts ..NEWS ..878 Control Section ..8 Headline ..88 Searches ..8990 Create and Run a Search ..9 Saving the News Tool window .9 ATP News Pop-up . quote ..95 Preferences ..ALERTS ..FILTERS ..07 EDUCATION ..Chapter 6 Trading & ..21 Multi-Contingent User Guide Version iii ATP User Guide Version iv Chapter 7 Customizing ACTIVE TRADER Pro .. 136 ..136 ..136.
4 143 ..1 ..147 ..148 149 ..151 ..153 ..154 ..155 Market ..1 ..158 ..159 Equities, Options, Indices, Mutual Funds, and Money Markets ..160 ..161 Time and Sales ..162 ..1 ..163 ..1 ..166 ..168 1 ..175 .. 177 ..177 SCREEN Market Monitor Trade Layout ..184 Portfolio Monitor Custom CONCLUSION .. 189 Preferences ..ACCOUNTS ..Options ..Mutual ..WATCH LIST ..Menu ..Index ..55 ALERTS ..Option ..63 RESEARCH ..FILTERS ..65 NEWS .. Changes and Multiple Charts ..Chapter 8 Pre-Set and Custom Screen Layouts ..FUNCTION TOOLBAR .. Chapter 1 Introduction TP is an extremely powerful and versatile Microsoft Windows-based portfolio management and trading platform specifically designed to meet the s ACTIVE traders. orm, ACTIVE TRADER Pro provides: des to evaluating account performance, ATP presents ACTIVE traders ount management tools, including: istory Loss Calculations ation the ACTIVE TRADER the power to manage an entire portfolio by ent tools, including: Portfolio Summary rt Tools Formulating intelligent investment decisions requires that ACTIVE traders have access to an entire spectrum of investment knowledge and information.
5 Regardless of your decision-making style, ACTIVE TRADER Pro offers the necessary decision-support tools, including: Third-party Research and Screening Advanced Charting investment Analysis and Filtering Individual Stock, Market, and General Economic/Financial News Welcome to Fidelity ACTIVE TRADER Pro. Asophisticated needs of todayPROGRAM OVERVIEW Within one integrated platfAccount Management From tracking individual trawith a comprehensive collection of acc Account H Account Balances Account Positions Profit and Tax Inform Margin Calculator and Margin Information Administration of Account FeaturesPortfolio Management ACTIVE TRADER Pro also offerspresenting an array of portfolio managem Portfolio Analysis/Reports Open and Closed Positions across accounts Online Statements Viewing Positions across accounts Money Movement investment Decision SuppoATP User Guide Version 1 Trading and Market Information anage your individual trading activity.
6 Atform includes: Trading Capabilities, including Multi-Leg Option Orders Market Data including Level II Quotes and Time & Sales ble Watch Lists Securities Alerts For more information about Directed Trading, please refer to the Directed Trading User Guide (choose Help > Directed ain Menu) or the ATP Help system (choose Help > Contents ected Trading topics under Trading). Ifwing numbers: g ACTIVE TRADER Pro 7595 Eastern time Saturday 8 to 6:30 Eastern time Product Support: For additional information on ACTIVE TRADER Pro, such as features and functionality, contact Product Support: RESOURCES ot used ACTIVE TRADER Pro, we highly recommend reviewing the contents of this User ely . Please note that all screenshots provided in the User Guide are for illustrative purposes only and should not be deemed an offer or recommendation.
7 At the heart of ACTIVE TRADER Pro is the ability for you to mDepending upon your level of trading, the trading pl Streamlined Multiple Trade Order Entry Screen Specialized Option Streaming Customiza Directed Trading Note: Directed Trading will not be discussed in this user guide. Trading User Guide from the Mfrom the Main Menu, then view the DirCONTACT INFORMATION you need assistance, please contact us at one of the follo Technical Support: If you are having difficulties downloadinor logging in to the application, you can contact Technical Support:800-544-Monday through Friday, 8 to 10 877-907-4421 Monday though Friday, 8 to 5 Eastern time If you have nGuide. Since this Guide is stored online, it is always available to help you trade more effectivwith ACTIVE TRADER ProFor the first-time user, there is also an online demo of ACTIVE TRADER Pro le on ram by clicking You may also access additional, in-depth information available on from the Education link located under Tools on the Main Menu or by enabling the Education button in the Function Toolbar preferences.
8 Fidelity utilizes the ACTIVE TRADER NewsletterA detailed searchable Help system is available within the ACTIVE TRADER Pro progHelp from the Main Menu. to educate investors on the various functions and capabilities of the ACTIVE TRADER Pro program. If you qualify for Fidelity ACTIVE TRADER Services, you will automatically receive this monthly newsletter by email. You can also access archived editions online at ATP User Guide Version 2 ATP User Guide Version 3 vidual alerts within the ACTIVE TRADER Pro Alert Center, informing you of new enhancements to the program. roducts, look for informative seminars and training classes scheduled at your local Investor Center. Additionally, from time to time you will receive indiFor more information about using our p Chapter 2 Getting Started Before you begin the download, installation, and setup process, please verify that you meet the lity and operating system requirements listed below: To quao, you must have a activity of 36 or more trades in a rolling 12-month period.
9 Minimum eligibiELIGIBILITY lify for ACTIVE TRADER Prnnual household tradingNumber of Trades / Year ACTIVE TRADER Pro Eligibility 0 35 Not eligible for ATP 36 71 Eligible for ATP, including Dow Jones news, l-time charting, try and automatically real-time quotes, interactive reamulti-trade order enupdated watch lists 72 119 static Level II s Eligible for all of the above, plusquotes, and streaming watch list120+ Eligible for all of the above, plus streaming news, streaming Level II quotes, streaming interactive charting, Time & Sales and Directed tes from top market Trading with streaming quocenters SYSTEM REQUIREMENTS In order to use ACTIVE TRADER Pro, your comirements. To m, open the Starol Panel > system data is loceneral tab. puter must meet the following requrt menu and choose Settings > Contated on the Gcheck your operating systeSystem.
10 The operating Recommended for Recommended for ACTIVE TRADER Pro with WealtActive TRADER Pro h-Lab Pro gher dual processor. Quad mended for best DSL, Cable, or T1 DSL, Cable, or T1 120 MB 200 MB recommended for install 120 MB 200 MB recommended for install 17" or larger monitor at 1024 x 768 19" or larger monitor at 1280 x 1024 32 bit color 32 bit color Windows XP Home Service Pack 2, XP Professional Service Pack 2, Vista, or Windows 7 (we recommend a minimum of 2 GB RAM for Vista or Windows 7) Windows XP Professional Service Pack 2, Vista, or Windows 7 (we recommend a minimum of 3 GB RAM for Vista or Windows GHz dual processor or higher 1 GB RAM or higher GHz or hiprocessor system is recomperformance. 3 GB RAM ATP User Guide Version 4 Chapter 2 Getting Started ATP User Guide Version 5 and Microsoft.)
