Description: The article is about investments fidelity. This passage mainly talks about Fidelity. The author shows how to navigate and customize the Active Trader Pro application, he also provides a few quick tips to simplify your overall experience.
Welcome to Getting Started with Active Trader Pro. This demo will provide you with a quick overview of how to navigate and customize the application as well as a few quick tips designed to simplify your overall experience,let’s get started.
Our easy-to-use, intuitive toolbar was created directly from customer feedback. It allows you to access tools within the platform as well as directly link to features available on Fidelity.com. You can click on the menu option to view the options available within each selection.
For example, you can select Trade and Orders by clicking on the menu option. To view order status, you can select Orders. To conduct research on Fidelity’s award winning research center, you can click on News and Research and choose one of several research categories including stocks, markets and sectors, an economic calendar and more.
You have the access to critical trading and monitoring functionality, you can view the shortcuts menu located in the top left of the toolbar menu. You can click to view the Trade, Order Status, Quote, or Notebook features. You can open and view multiple tools simultaneously and create layouts that can be tailored to meet the most simple to robust layout needs.
To help you get started, we created the handful of predefined layouts with focusing on trader’s needs. And since not every trader is alike, you can tweak each predefined layout or create your own. To create your own, you can select New Layout and enter a layout name. You can select the tools that you’d like to view.
For this layout, we’ll select Watch List, Filters, and News. We will arrange the windows on the desktop. You can save your changes by using the layouts menu. For additional help in creating or selecting a layout, you can access the Active Trader Pro Setup interactive guide from the Help menu. To maximize the usage of the screen, the platform includes a sidebar section.
Sidebars allow you to expand or collapse a group of tools so they are easily available when needed but out of the way when not. For example, in My Layout, you’ve set up tools to easily monitor the market. But if you’d like to access trading and the message center, you can expand or collapse that whenever you need to execute a trade or view an alert.
Next we’ll do a quick review of key interactions within Active Trader Pro. Each tool offers a simplified right click menu, providing you access to related functionality and standard platform features including export and settings. You can also select Float to open the tool outside of Active Trader Pro.
The action menus are symbol based,they allow you to launch additional tools seeded with the specific symbol. For example, from the quote, you can select the action menu to trade the symbol or launch a chart. From Watch list, you can mouse over a symbol to engage the action menu.
You can click on the menu to access the available actions. For quick trading, you can click on the bid or ask from any quote in a watch list, news, or quote tool to seed a trade ticket with symbol and limit price.
If you want to customize your workspace and experience, you can select the settings option within the platform header section to set global settings such as color theme options, displaying the market ticker and changing between streaming.
There are more options for the individual tools. For example, you can select tool settings such as skipping preview for trading. You can use the Alerts option to receive pop up alerts or set up sounds for alerts by category. For example, we’ll select a sound alert for price. You can select the fields and ordering of columns in your positions list and watch lists.
You can click an item from the Available Columns list on the left panel to place it onto the Selected Columns list in the right panel. You can use the arrow button to position the new column. You can also easily drag and drop columns in watch list, position list, and order status for quick reordering.
For example, we’re moving the location of the Volume column. We can drag and drop fields within the quote tool. There are a few additional quick tips to further customize and optimize your experience. You can launch multiple instances of a tool such as quotes directly from the toolbar. You can expand a tool to adjust view.
For example, this quote displays in two columns when the window is expanded. You can link tools together to quickly update the symbol across components. For example, we’re creating a new chart and linking it to an existing quote by clicking the link icon in both windows, you can see how the chart auto-populates with data from the quote.
These are some features and user experience available to help you get started. We invite you to gain additional insights with our education demo series, you can attend a webinar, view our online materials to use and explore Active Trader Pro directly.