ACTIVE TRADER PRO - Fidelity Investments
嚜燄ersion
9.6
Active Trader Pro
?
User Guide
Table of Contents
Chapter 1 每 Introduction ....................................................................... 1
PROGRAM OVERVIEW ....................................................................................................1
Account Management ....................................................................................................... 1
Portfolio Management....................................................................................................... 1
Investment Decision Support Tools.................................................................................... 1
Trading and Market Information ........................................................................................ 2
CONTACT INFORMATION ...............................................................................................2
RESOURCES ....................................................................................................................2
Chapter 2 每 Getting Started................................................................... 4
ELIGIBILITY ...................................................................................................................4
SYSTEM REQUIREMENTS ...............................................................................................4
DOWNLOAD .................................................................................................................... 5
INSTALLATION ............................................................................................................... 5
Step 1: Download the ※Atsetup.msi§ File ............................................................................ 5
Step 2: Run Atsetup.msi to Verify Required System Requirements........................................ 6
Step 3: Install Components, If Needed............................................................................... 6
Step 4: Install Fidelity Active Trader Pro Software ............................................................... 6
Step 5: Launch Active Trader Pro ...................................................................................... 7
LOGGING IN ...................................................................................................................7
Floating Windows........................................................................................................... 12
Prompts ........................................................................................................................ 14
GENERAL NAVIGATION TIPS........................................................................................15
Windows ....................................................................................................................... 15
Menu & Toolbars............................................................................................................ 16
Mouse Over ................................................................................................................... 16
Right-Click ..................................................................................................................... 17
Chapter 3 每 Main Menu........................................................................ 18
FILE MENU....................................................................................................................19
User Info....................................................................................................................... 20
Change User.................................................................................................................. 20
Disconnect..................................................................................................................... 20
Print Preview ................................................................................................................. 21
Print.............................................................................................................................. 21
Reports ......................................................................................................................... 21
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Export ........................................................................................................................... 22
Backup/Restore Data...................................................................................................... 22
Backup/Restore Preferences............................................................................................ 24
Software Upgrade .......................................................................................................... 24
Purge ............................................................................................................................ 25
Exit ............................................................................................................................... 25
EDIT MENU ...................................................................................................................26
Layout........................................................................................................................... 26
Toolbars........................................................................................................................ 28
Preferences ................................................................................................................... 29
VIEW MENU ..................................................................................................................29
Function Toolbar ............................................................................................................ 29
Layout Toolbar............................................................................................................... 29
Ticker ........................................................................................................................... 30
Quick Balances Toolbar................................................................................................... 30
TOOLS MENU ................................................................................................................30
USER AGREEMENT MENU .............................................................................................31
WINDOW MENU............................................................................................................31
HELP MENU...................................................................................................................32
Contents ....................................................................................................................... 33
Index ............................................................................................................................ 35
Search .......................................................................................................................... 36
Trading Knowledge Center .............................................................................................. 36
About............................................................................................................................ 37
Chapter 4 每 Account Management Tools ............................................. 38
ACCOUNTS ....................................................................................................................39
Summary Tab ................................................................................................................ 40
Balances Tab ................................................................................................................. 45
Positions Tab ................................................................................................................. 47
History Tab.................................................................................................................... 50
Profit & Loss Tab............................................................................................................ 51
Margin Calls Tab ............................................................................................................ 52
Margin Debit Interest Tab ............................................................................................... 52
Accounts Preferences ..................................................................................................... 53
..............................................................................................................54
REPORTS ......................................................................................................................55
Chapter 5 每 Investment Research & Education Tools.......................... 56
General Information.....................................................................................................56
QUOTES ........................................................................................................................56
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Customizing Quotes........................................................................................................ 58
Level 2 Quotes............................................................................................................... 59
Option Chain.................................................................................................................. 60
Time & Sales ................................................................................................................. 66
CHARTS.........................................................................................................................68
Working with Charts ....................................................................................................... 70
Tab Charting.................................................................................................................. 76
Modifying Tabs .............................................................................................................. 76
Saving Changes and Multiple Charts ................................................................................ 77
Accessing Saved Charts .................................................................................................. 78
NEWS ............................................................................................................................78
Control Section .............................................................................................................. 80
Headline Section ............................................................................................................ 86
Story section.................................................................................................................. 87
Searches ....................................................................................................................... 88
Create and Run a Search ................................................................................................ 88
Saving the News Tool window settings............................................................................. 89
ATP News Pop-up Alerts ................................................................................................. 90
Story............................................................................................................................. 90
Floating quote window.................................................................................................... 91
Preferences 每 News........................................................................................................ 93
Access News in ATP Tools............................................................................................... 95
WATCH LIST .................................................................................................................98
RESEARCH ..................................................................................................................103
ALERTS .......................................................................................................................104
FILTERS ......................................................................................................................107
EDUCATION ................................................................................................................111
Chapter 6 每 Trading Tools.................................................................. 112
TRADE.........................................................................................................................112
Stocks & Options...........................................................................................................113
Trading Features...........................................................................................................118
Mutual Funds................................................................................................................120
Conditional ...................................................................................................................121
Multi-Contingent Trades.................................................................................................121
Cancel & Replace ........................................................................................................123
Cancel & Replace Entry..................................................................................................123
Setting General Trade Preferences..................................................................................124
Trade Links from Other Active Trader Tools.....................................................................125
ORDER STATUS...........................................................................................................130
Order Status Menu Bar ..................................................................................................132
Order Status Preferences ...............................................................................................135
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Chapter 7 每 Customizing Active Trader Pro ....................................... 136
Preferences.................................................................................................................136
General Preferences ......................................................................................................136
ACCOUNTS ..................................................................................................................143
TRADE.........................................................................................................................146
Stocks ..........................................................................................................................147
Options ........................................................................................................................148
Mutual Funds................................................................................................................149
ORDERS ......................................................................................................................151
WATCH LIST ...............................................................................................................153
Menu ...........................................................................................................................154
Index List .....................................................................................................................155
Market Statistics............................................................................................................155
ALERTS .......................................................................................................................157
Pop-ups........................................................................................................................158
QUOTES ......................................................................................................................159
Equities, Options, Indices, Mutual Funds, and Money Markets ...........................................160
Option Chain.................................................................................................................161
Time and Sales .............................................................................................................162
TICKER .......................................................................................................................163
RESEARCH ..................................................................................................................163
FILTERS ......................................................................................................................165
NEWS ..........................................................................................................................166
CHARTS.......................................................................................................................168
Tab Charting.................................................................................................................174
Saving Changes and Multiple Charts ...............................................................................175
Chapter 8 每 Pre-Set and Custom Screen Layouts .............................. 177
FUNCTION TOOLBAR ..................................................................................................177
SCREEN LAYOUTS.......................................................................................................180
Market Monitor Layout...................................................................................................182
Trade Layout ................................................................................................................184
Portfolio Monitor Layout.................................................................................................185
Custom Layouts ............................................................................................................186
CONCLUSION ..................................................................................... 189
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