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Managing your accounts with Active Trader Pro庐 | Fidelity - YouTube
Channel: Fidelity Investments
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Active Trader Pro gives you the power to effectively
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manage your account information and monitor your
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investment portfolio. You have the ability to customize
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your view and focus on what鈥檚 most important to you.
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Use a prebuilt layout, such as Portfolio Monitor, or create
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your own layout to display the tools you use to monitor
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your account. At a glance, see how you鈥檙e doing for the day.
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You can drill down into each account or holding for
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detailed information based on your needs. From this
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window you have access to real-time positions with
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streaming market data. From the drop down menu, you
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can access multiple options views, up to ten years of closed
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positions, along with your balances and nearly 5 years
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of history. Double-click on any position to populate the
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position into Trade Armor and News. Notice that these
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windows are linked which allows the symbol to populate
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across windows. Within Trade Armor, see how the stock
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is doing intraday as well as a position鈥檚 intraday and
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total gain/loss. View any open orders or price alerts
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you may have for that security. You also have the
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ability to trade options from here. Also, access news
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and research for each security. Along with viewing
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your positions, you can view Account Groups
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and user-created Watch Lists, along with pre-defined
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Indices and Futures lists. You can also open
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multiple Watch List instances to view more than one
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list of securities you鈥檙e tracking. Looking for a place to
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track all your investment ideas? Access the Notebook
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from the News & Research menu or the quick
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launch button, or better yet, click the note icon in
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Positions or Watch List to instantly capture your
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thoughts. Easily filter notes by symbol or keyword
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and stay aware of upcoming earnings and dividend
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events for companies of interest. Let鈥檚 do a deeper
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dive into how to access, navigate and customize
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balances, positions and watch lists. From the toolbar,
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access your account information by selecting Accounts.
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Here you can easily launch positions, balances,
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account summary, and other tools from Fidelity.com
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including Bill Pay, Account Features, and more.
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Let鈥檚 look at Account Summary.
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First, with All Accounts selected, easily view your
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total portfolio value as well as the value of each account.
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Select any of your accounts from the drop down menu
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to get a closer look. View gain/loss figures, key balance
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information, and open positions and orders. In the Price
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Improvement section, see the dollar savings you may
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have received versus the quote at the time your order
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was submitted. Fidelity works with market centers to
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ensure that you receive the best possible execution quality.
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Going back to the Accounts menu, choose Balances.
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From here, you can select a specific account. View your total
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account value including cash available to trade
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and intraday buying power. Collapse and expand fields
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to reflect as much or as little data as needed.
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To view positions you can either open a new instance
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of the account tool from the toolbar by selecting
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positions, or switch to positions from the balance tool.
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Hold a position in more than one account? Finding it is easy.
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From the action menu for any symbol driven tool,
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position, or watch list, select Find position in all accounts.
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You鈥檒l get a quick list of each account you hold
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the position in as well as the quantity and value owned.
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From this window you have the opportunity to quickly
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sell a position from all of your accounts by simply
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selecting the Close All button. This will launch either
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the single trade or multi-trade ticket depending on the
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number of accounts the security is held in. To access
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tax lots, select View Lots from the action menu and
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review cost basis and unrealized gain and loss data.
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Whether in a position or watch list, there are several
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short cuts and actions designed to simplify and
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customize your experience. For example, trading.
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Simply right click or select the action
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menu next to the symbol you wish to trade.
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Or for a faster shortcut to set up a trade, click
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on the Bid or Ask to open a pre-populated trade ticket.
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Your watch lists are also easily accessible from
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within the integrated account and watch list tool.
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Easily open multiple watch lists. Select a new instance
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of the watch list from the toolbar. Use Manage to edit,
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delete, or create new watch lists. Let鈥檚 create a new
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watch list. First, name your watch list [2 second pause]
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Then enter the symbols you wish to follow.
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[4 second pause] You may also enter quantity and price
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for further detail. Use the up and down
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arrows at the bottom of the screen to reorder symbols
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to your liking. Finally, select Create to save your watch list.
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You can sort any column by clicking on the column header.
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[1 second pause] Sort ascending, descending
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and to get back to the original sort, click a third time.
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Re-ordering columns is easy with just a simple
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drag and drop. To add or delete fields select the Manage
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function or go to settings. With over 80 fields available
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to choose from, you can build a flexible and powerful
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view of your positions and watch list. Through the Apply
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to menu, you can set the specific columns to display for
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each account, watch list, or for all accounts or all
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watch lists. And if you鈥檙e interested in maintaining a
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position or watch list outside of the platform or
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printing a list, use the Export feature available via
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right click. Make your account information work
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for you; customize your view and see what matters most
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鈥揾elping you to make important investment decisions
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faster and easier.
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