ATP Quick Tips

Use the Action menu located to the right of a symbol (or right-click) to quickly launch other tools, place trades, or access research. Use the quick launch icons on the top left of the main menu bar of ATP to quickly access Trade, Orders, Quote, or the Notebook. You can also simply select bid or ask of a security to send that symbol and price directly into a trade ticket.

Need a way to easily find a particular position you own in multiple accounts? Use the Find Positions in All Accounts tool to see your total position across multiple accounts. Access this tool from Accounts in the main navigation or from the Action menu. Use the Close All button at the top of the tool to populate trades for each account and quickly place a trade.

Linking tools together in ATP is an efficient way to toggle and view securities across multiple tools such as Charts, Quote, News, Directed Trade/Depth of Book view, and Trade Armor^SM. Switch the symbol in one linked tool to automatically update the symbol in all linked tools. You can set up to five different color-coded toolsets. Double-clicking a security in your Positions, Watch Lists, Filters, or Ticker will automatically prefill that symbol into your default toolset (Gray). To link/unlink a tool, select the link icon located to the left of the symbol entry box.

Active Trader Pro^® was designed to empower a wide range of traders to maximize their trading potential. From the elite trader to the newcomer, ATP can enhance any trading experience. Layouts, shortcuts, and individual tools can be customized to fit any trader’s needs. To ensure our clients are taking full advantage of the platform, Fidelity has created content in many different forms including live webinars, online videos, and user guides. The most recent user guide can be found in the top right Help menu > Things to Know About ATP > Active Trader Pro User Guide.

The Tools In Use tab in the lower right-hand corner of Active Trader Pro^® will allow you to easily locate and even close tools you currently have open. By opening the Tools In Use tab, you will see all open tools. When you hover over them, a red X will appear that will allow you to close the tool. You can also bring a tool into view by simply selecting it from the Tools In Use tab. If you think a window is open and can’t see it, it may be displayed behind another tool.

Looking for a way to stay on top of the market? Get up-to-date market information with access to live streaming TV and exclusive interviews. Stay connected to Fidelity during Bloomberg program breaks with videos designed to help you learn how to utilize ATP tools. Also get market and economic updates from Fidelity experts. You can access Bloomberg TV from the News & Research menu.

Try using the Search bar to quickly find tools, help content, and Learning Center videos. The Search bar is also a great way to look up a ticker symbol or to link to the robust content available to you on Fidelity.com. Typing Ctrl + F on your keyboard will put your cursor in the Search bar for quick access.

Use hot keys to quickly navigate ATP tools: Ctrl + P to launch Positions; Ctrl + O to launch Orders; Ctrl + T to launch the Trade ticket; and Ctrl + F to move the cursor into the Search bar. Use up/down arrows on the keyboard to increase limit orders or share quantities on the trade tickets.

You can view ATP tools on your desktop outside of the platform, or on your multi-monitor setup. Right-click a tool, then select Float Window to place that tool outside of the ATP platform. Return it to the platform by right-clicking and selecting Dock Window. Hold down the Ctrl key to open a tool from the main menu in Float mode, or when opening another tool from a window that is already floating.

Shortcut icons are located to the left of the main navigation toolbar. Use them to launch the Trade Ticket, Orders, Quote, and Notebook tools with one click.

Tell Us What You Think under the Help menu is a way to provide feedback about the Active Trader Pro Platforms^SM. Also, be sure to access Things to Know About ATP in the same menu for additional tips and access to the ATP User Guide.

From the Settings menu, select General and then select the sidebar layout you prefer: left, right, or both. Once enabled, you can easily drag and drop tools such as Quotes, News, Alerts, and more into the sidebars. Tools automatically resize when dropped into a sidebar. Select the arrow to open or close the sidebar.

You can easily increase or decrease the font size in Active Trader Pro^® by going to Settings on the top right-hand corner, selecting the General tab, and sliding the Zoom bar located in the middle to either the right or left. This will allow you to change the font and window sizes.

To manage pop-ups for the various alert types, go to Settings at the top of ATP and choose Alerts. While in alert settings, you can also choose to enable sound for when alerts are received.

Having trouble with the color contrast in Active Trader Pro^®? You can choose from one of our three theme colors by accessing Settings in the top right-hand corner of Active Trader Pro, selecting the General tab, then choosing the color of your choice. Don't forget that you can also alternate row colors. This will allow for a more customized display of your account information.

What's the quickest way to fill in a trade ticket? Select Bid or Ask! Prefill trade tickets by selecting a Bid/Ask price from a range of tools including Quotes, Watch List, Option Chain, and Trade Armor^SM. Customize your trade preferences further by choosing a default trade ticket, account, and order details in Settings > Trade.

Decrease your order entry time by setting your default trading preferences for both stock and option orders from the Settings tab in the top right-hand corner of the platform. You have the ability to set a default trading account, ticket, and trade type. Dive even deeper and enable a default quantity, order type, TIF, Condition, and Preset Buy/Sell limit.

Looking for a way to quickly place and manage bracket orders within ATP? Use our innovative Trade Armor^SM tool to place a bracket order from a chart, then manage the trade by using the drag and drop functionality to adjust and replace the order. Also access Thomson Reuters StarMine's consolidated view of analyst ratings, along with upcoming dividend and earnings information within the Trade Armor research tab.

Did you know we can change the tax lot on your trades after the fact? In case you forgot to select specific shares at the time of the trade, or wanted to make an alteration, you have up until 9 p.m. ET on the settlement date of the trade to change the tax lot. You can do this from ATP by selecting Accounts > Account Features > Reassign Lots.

We allow tax lot depletion methods other than First In, First Out that might suit your needs better. For example, you could choose Last In, First Out, or Tax-Sensitive. To view what’s available, or to update an account, go to Accounts > Account Features > Cost Basis Information Tracking.

The Orders window supports these functions: filtering orders by account number and by status; the option to display orders in either single or multiple lines; and a refresh button via right-click. To switch the Order display to a single line, go to the main navigation bar and select Settings, then Orders. You can also color code your orders based on Status, Action, Order Type, and TIF.

If you have a Trailing Stop or Trailing Stop Limit order in, you can view your order's current trailing price by hovering your mouse over the Trade Description. As you mouse over, a tool tip will pop up giving you an up-to-the-minute update for the trailing price.

How do you measure the execution quality of your orders? Take a look at our Account Summary page located under the Accounts tab on the main menu bar of Active Trader Pro^®. Here you will find the Month-to-Date, Year-to-Date, and Previous 12 Months price improvement totals for your orders. Many brokerage firms will display the percentage of shares that are price improved without showing additional detail. However, we go a step further and show you the average dollar price improvement, which is the actual savings per order. Compare our low commission rate along with your price improvement totals to see the value that Fidelity offers you.

Add the Trade Armor^SM shield to your Positions tool to easily view open orders on your positions. Hover over the Trade Armor shield to manage open orders or place new orders. Easily add the Trade Armor column to your Positions tool by right-clicking the column header or by accessing your settings to set up default columns for your Positions.

To create more than one trade at a time, select multiple rows from a Watch List or Positions tool by holding the Shift or Ctrl key and then left-clicking your mouse on those rows. Use Ctrl + Click to select individual rows and Shift + Click to select a group of rows. Then right-click and choose Trade from the available options to send them to the multi-trade ticket. To simultaneously cancel multiple orders in the orders tool, use Shift + Click or Ctrl + Click to select the orders you want to cancel. Then right-click and choose Cancel Orders from the available options.

To duplicate an order you have already placed, simply right-click the order you would like to copy in the Orders tool and select Create Duplicate Order. The order details will feed into the trade ticket, allowing you to quickly place the same trade.

Setting up closing trades has never been easier! Right-click your selected trade in the Orders tool and select Create Opposite Order. All that's left is modifying price or order type. This can be done for simple market orders all the way up to four-legged options trades. Create Opposite is not limited to closing trades—if you frequently go in and out of the same symbol, you can use Create Opposite to quickly fill in the buy side or the sell side.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

The Directed Trade Options ticket lets you view the best bids and offers with sizes at the available options exchanges, and allows you to directly route your order to the exchange of your choosing. The Multi-Leg Option ticket also allows directing of single-leg orders when Calls + Puts is selected as the strategy. Multi-Leg Option strategies can be routed to the CBOE, ISE, or Auto. Both Directed Trade Options and the Multi-Leg Option ticket can be used to take part in the directed Extended Trading Hours pre-market sessions on .SPX, .SPXW, .SPXPM, and .VIX options.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

The Option Chain has many user settings to help speed up your analysis. Often overlooked is the fact that you can view different strategy pairings as they line up in the Option Chain. You can change your view of the Option Chain from Calls & Puts to strategies like Buy-Write, Vertical, Iron Condor, etc. You can select Bid/Ask at the strategy level to automatically seed the Multi-Leg Option Ticket.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

The Option Chain can be customized so when you open the option chain, the default is for no expirations to populate within the chain. This allows you to quickly select and view only the expirations that you want displayed while keeping the rest of the expirations off the chain but still at your disposal. To change the default settings on the option chain, select Settings, then Option Chain, and finally select No Expirations in the Expirations menu at the top of the window.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

You now have the ability to view your multi-leg option quotes by either exchange or legs. In the Multi-Leg Option ticket’s quote pane in the bottom left, you will see a link to View Legs or View Exchanges to switch views based on your preference. You can see the Net Bid, Mid, and Net Ask as a quotation from the ISE, CBOE, or Composite.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

Use one of our three Options Summary views from the Accounts tab: Options by Underlying, Strategy, or Expiration. Quickly identify which options are in-the-money, evaluate a strategy as a whole, view your account Greeks, or easily close a multi-leg strategy with one click. The Options Summary views are fully customizable, so you may select the data columns you need as an options trader.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

To make your own custom option filter, select the prebuilt filter dropdown and choose Custom. Once the box appears, choose Create. This will launch the custom scan builder, allowing you to pick your criteria, values, and sort order. Watch the demo video on the same page to get a quick tutorial of how to build your scan.

The next time you are adding an indicator to a chart, try using the Search box. The Search box is found inside the list of indicators, which can be accessed from the Chart toolbar. Keying in the name of an indicator, or its abbreviation, will allow you to quickly locate and select the indicator.

When zooming your chart, if the y-axis no longer includes the current intraday bar, the price represented on the y-axis will reflect the furthest right price bar. Use the Zoom Out icon at the top right to bring the chart back to the current price, or use your cursor and drag the chart to display the most recent bars.

Add Patterns and Events to your charts to help identify potential changes in trends on both daily and weekly charts. Choose any or all of the 65 patterns and indicators available. Access this tool from the Technical Analysis tab at the top of your chart.

Use customized chart tabs to quickly navigate views on different time frames, frequencies, and indicators. Create multiple views within a single chart window. Customize each tab by choosing different time frames, frequencies, and indicators. Add tabs by selecting (+) an empty tab, or delete tabs by selecting (x). Reorder by dragging and dropping, and double-click on the tab name to rename it. Copy an existing tab and its settings by using the right-click menu and choosing Copy Current Tab.

Did you know you can hide different security types to quickly filter out positions you don’t want to view? Under the Manage link at the top of the Positions tool, select Show/Hide Security Types and filter your positions to display only the types you want to see. You can even choose to apply the changes to all of your account position lists from the same place. Filtering your security types can be especially helpful if you enjoy looking at the Heat Map view on Positions or the Daily Dashboard.

Did you know you can choose how to organize your Account lists and Watch Lists within the dropdown menus? From settings at the top of ATP, select General and choose to view your Accounts, Account Groups, and Watch Lists as a Grouped Menu or as a Single List.

Did you know the market value on the Positions tool can also show you unsettled balances? If you hover over the market value figure at the top of the Positions window, a tool tip will appear showing you the total account value, including any unsettled activity. This can be a way to quickly see the same information provided on the Balances tool.

The Closed Positions tool provides up to 10 years of closed position history, as well as the ability to search by symbol, search by custom time frame, and sort results by column header. To quickly find a specific security you traded, enter the symbol in the Search box and adjust the time frame as needed. Option contracts can easily be found by using the same Search box and then changing the filter setting from Symbol Matches to Symbol Includes. This will then display all closed contracts for the underlying security.

Exclude wash sales from viewing on your Positions tool by adding one of the following unadjusted columns: Basis, Purchase Price, G/L, or G/L %. You can add or remove columns from your Positions tool by right-clicking the column header or by accessing your settings to set up default columns for your Positions. Easily drag and drop your columns to place them in the order you prefer. Wash sales can be removed from viewing on the Closed Positions tool by checking the Unadjusted G/L box toward the top of the tool.

Did you know you can add or remove columns from your Watch List by right-clicking the column header? You can also go into Settings and set up default columns for one or all of your Watch Lists. Easily drag and drop your columns to place them in the order you prefer. There are more than 75 columns to choose from, including dividend and earnings information, options analysis, and industry and sector information.

Do you enjoy using the Heat Map on the Daily Dashboard? Use the Heat Map toggle to the right of the account selector on the Positions and Watch List tool to see a visual of how securities are performing throughout the day. Choose additional features from multiple set criteria such as Today’s G/L $, P/E Ratio, or Yield, just to name a few. Also, group your positions by Symbol, Sector, or No Grouping.

Add a symbol to your custom Watch List directly from the Quote, Chart, Filters, and Option Chain tools using right-click or the symbol Action menu. Quickly edit symbols in your custom watch list by using the Overwrite feature. Click once into the Symbol field, type the new symbol, then hit Enter to save your changes. Right-click a column header to add or remove columns and customize your view. You can also drag and drop columns to reorder them.

Selecting the header of each column in your Watch List will change the sort based on its value in ascending or descending order. The Symbol column has three-way sort capabilities: ascending, descending, and user-entered order. You can now right-click to insert or delete rows in your Watch List, which will automatically update your user-entered order. While you are viewing your Watch List in user-entered order, use your mouse to drag and drop symbols to easily rearrange the order of your securities.

You can receive updated alerts for your chosen Watch Lists based on the time frame that you want, from every 15 minutes to just once a week. Set this up by going to Alerts > Manage Alerts, then choose Watch Lists.

Add the Notebook column to your Positions and Watch Lists columns to view your notes for each symbol. Selecting the Notebook icon in each row will pop open a mini-notebook window where you can add a new note, edit the last note, or link to the full Notebook tool to see all notes. Adding a note in the mini-notebook for a symbol that previously had no notes will immediately update the Positions and Watch List column with the note, and turn the Notebook icon blue. This is different from adding a note for a new symbol directly in the Notebook tool, which only turns the icon blue the next time you reopen your Position or Watch List tool. You can open the full Notebook tool directly from the News & Research in the main navigation bar, or by selecting the Notebook quick launch button in the top left of ATP.

Did you know that Level II quotes are available in Active Trader Pro^®? By opening the Directed Trade & Extended Hours window under the Trade & Orders tab, you can access Level II quotes as well as streaming Time and Sales information. The Time & Sales window, accessible under the Quotes & Watch List tab, shows historic trade details. You can, however, get streaming data when using the Directed Trade window.

To change the order in which data appears, drag and drop the fields to the desired location. Right-click to Remove Fields, reducing the amount of information shown; select Add Field to choose from the available options. The Quote tool may also be resized vertically and horizontally.

The Account Summary tool provides a real-time view of your accounts’ intraday realized and unrealized gain/loss information, as well as key trading stats. View an account’s daily change, total account value, margin and cash buying power, open orders, and other vital trading information all in one tool.

Did you know you can easily view whether or not a security has shares available to short? Simply select the Show link next to the Shortable Shares field in the Quote tool. This will show you how many shares are currently available to short and provide you with details for any hard to borrow fees, if applicable.

The market and sector divergence alerts are only referring to under- or over-performance for the 30-minute period that just elapsed. You aren’t meant to compare the full day performances of the named stock and index together, as the alerts we are sending are meant to call out shorter term potential opportunities. Opening up the alert will show a chart with the percentage divergence that has occurred over the preceding 30-minute time period.

In order for new signals to fire, you must have the Real-Time Analytics tool open, or have the Signals column enabled on your Positions and Watch Lists. On your Positions and Watch Lists, select Manage > Add and Remove Columns or select a column header to Add Column, select Signals. You could also add the Real-Time Analytics tool to your right sidebar; whenever a new signal fires, if you select the blue Signal icon, the sidebar will open showing you the latest alerts received.

The Daily Dashboard can be accessed at any time using the News & Research menu, even if you have selected the "Don't show me this again" preference. Using right-click, you can Float window to move the Daily Dashboard to another monitor, or keep it on your desktop during the day without having ATP up. You could also save the Daily Dashboard to your layout instead of just having it pop up at login.

Are there types of securities you don't want to see in the Daily Dashboard heat map? What is visible in the Daily Dashboard is actually controlled by your Positions and Watch Lists. Go to the account or Watch List in question, select Manage in the top right, then Show/Hide Security Types. Keep in mind that this will hide those security types when you are looking at your Positions and Watch Lists in Grid view as well as Heat Map view.