Active Trader Pro Hidden Gems | Fidelity ATP

Fidelity Active Trader Pro® Hidden Gems

1. Hide Wash Sales from basis column in Positions and Closed Positions tool

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 towards the top of the tool.

2. Heat Map - Positions / Watch List

Use the Heat Map toggle on the

Positions and Watch List tool to see a

visual of how securities are

performing throughout the day.

Choose from multiple set criteria such

as Today’s G/L $, P/E Ratio, or Yield

just to name a few. Also, group your

positons by Symbol, Sector, or No

Grouping at all.

Fidelity Active Trader Pro® Hidden Gems

3. View / Manage Open Orders

from your Positions tool

Add the Trade Armor shield to your

positions tool to easily view open

order 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.

4. Set Custom Stock & Option trading defaults

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.

5. Take advantage of keyboard shortcuts to increase navigation speed

Use hot-keys to quickly navigate ATP tools:

Ctrl + P to launch positions

Ctrl + O to launch orders

Ctrl + T to launch default trade ticket

Ctrl + F to move cursor into the search bar

Up/down arrows on the keyboard can be used to increase limit orders or share quantities

on the trade ticket.

Fidelity Active Trader Pro® Hidden Gems

6. Pre-fill trade tickets by selecting Bid/Ask

7. Create or cancel multiple orders

To create more than one trade at a time, select multiple rows from a Watch List or

Positions tool by holding the Shift or Control key and left-click on the rows. Use Control +

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 Control +

Click to select the orders you want to cancel. Then right-click and choose Cancel Orders

from the available options

Prefill trade tickets by selecting a

Bid/Ask price from a range of

tools including Quotes, Watch

List, Option Chain and Trade

Armor.

8. Customized Watch Lists

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. Simply

click once into the symbol field, type the new

symbol and click out or hit enter to save your

changes.

Right-click on a column header to add or

remove columns and customize your view.

You can also drag-and-drop columns to

reorder them.

9. Use the Find Position in All Accounts feature to identify and quickly sell a

security across multiple accounts

From the Action Menu select Find Position In All

Accounts, which will only display for securities

you own. Use the Close All button to launch the

multi-trade ticket, which will be pre-populated

with your positions in that security.

Fidelity Active Trader Pro® Hidden Gems

10. Use sidebars to maximize screen real-estate

11. Float individual tools outside of the ATP platform and onto other monitors

(ATP desktop version only)

Right-click in a tool and 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.

Enable sidebars 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.

12. Shortcuts provide quick access to Trade, Orders, & Quote tools

Shortcut icons are

located to the left of the

main navigation toolbar.

Use them to launch the

Trade Ticket, Orders,

and Quote tools with

one click.

Fidelity Active Trader Pro® Hidden Gems

13. Use customized chart tabs to quickly navigate views on different timeframes,

frequencies and indicators

Create multiple views

within a single chart

window. Customize each

tab by choosing different

timeframes, frequencies

and indicators.

Add tabs by selecting (+)

an empty tab, or delete

tabs by clicking (x).

Reorder by dragging and

dropping, double click on

the tab name to rename it.

14. Customized Quotes

Rearrange data

fields using drag-

and-drop. Right-click

to add or remove

fields. Re-size the

quote tool to your

desired height and

width for a one-to-

multiple column view.

15. Quick access to tools via the Action menu and right click

Wherever there is a symbol there will be an

Action menu giving you quick access to seed

that symbol into another tool. Or you can use

the right-click menu to trade or seed other

tools.

Fidelity Active Trader Pro® Hidden Gems

16. Quickly view, restore or close open tools

Use the Tools in Use menu located in the lower

right corner of ATP to see a list of all open tools.

From here you can bring a tool into view or

easily close a tool by clicking on the red [x] to

the right of the tool name.

17. Total Account Value Tool tip on Positions

Hover over the Total

Account Value in the

Positions tool to view

expanded real-time

balance information

including any pending

debits or credits for the

account.

18. Give your feedback to help us shape the future of active trading

Fidelity Active Trader Pro® Hidden Gems

Tell Us What You Think is a way to provide

feedback about the Active Trader Pro

Platforms. Also, be sure to access Things to

Know About ATP in the same menu for

additional tips and access to the ATP User

Guide.

19. Create Duplicate Order

To duplicate an order you have

already placed, simply right click

on 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.

Fidelity Active Trader Pro® Hidden Gems

20. Create Custom Option Filters

To make your own custom option filter, select the pre-

built filter drop down 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.

Screenshots are for illustrative purposes. 664570.8.0