ACTIVE TRADER PRO - Fidelity Investments

Version

9.6

Active Trader Pro

?

User Guide

Table of Contents

Chapter 1 ¨C 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 ¨C 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 ¨C Main Menu........................................................................ 18

FILE MENU....................................................................................................................19

User Info....................................................................................................................... 20

Change User.................................................................................................................. 20

Disconnect..................................................................................................................... 20

Print Preview ................................................................................................................. 21

Print.............................................................................................................................. 21

Reports ......................................................................................................................... 21

ATP User Guide ¨C Version 9.6

i

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 ¨C 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 ¨C Investment Research & Education Tools.......................... 56

General Information.....................................................................................................56

QUOTES ........................................................................................................................56

ATP User Guide ¨C Version 9.6

ii

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 ¨C News........................................................................................................ 93

Access News in ATP Tools............................................................................................... 95

WATCH LIST .................................................................................................................98

RESEARCH ..................................................................................................................103

ALERTS .......................................................................................................................104

FILTERS ......................................................................................................................107

EDUCATION ................................................................................................................111

Chapter 6 ¨C 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

ATP User Guide ¨C Version 9.6

iii

Chapter 7 ¨C 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 ¨C 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

ATP User Guide ¨C Version 9.6

iv

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download