Active Trader Pro®: A weekly class for beginners

Our trading professionals at the Trading Strategy Desk® will conduct a 4-week virtual classroom course with a small group of investors who would like to maximize the capability of the Active Trader Pro® platform.

Virtual classroom details

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This class will cover key concepts and practical application of the program including: initial set-up, placing trades, charting, and options analysis. There will be homework assigned after each session to help you apply your growing knowledge. Each class will build on the prior week's class, so please plan on registering for and attending all 4 weeks. These sessions are fully interactive, you will be able to ask questions, and we will show you the online tools to help you apply your knowledge.

February 2023

Session Date and time

Week 1: Setting up Active Trader Pro®
The basics, benefits of using Active Trader Pro® as well as general navigation of the platform.

Print and complete the homework assignment from Week 1 (PDF)

Wednesday, February 1, 2023
10:30 am – 11:30 am ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

Print and complete the homework assignment from Week 2 (PDF)

Wednesday, February 8, 2023
10:30 am – 11:30 am ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts.

Print and complete the homework assignment from Week 3 (PDF)

Wednesday, February 15, 2023
10:30 am – 11:30 am ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas.

Wednesday, February 22, 2023
10:30 am – 11:30 am ET

Presenter

Andrew McGowin Andrew McGowin began his career at Fidelity Investments in 2016. Before joining the Trading Strategy Desk®, he spent time in many different roles, most recently with the Active Trader VIP Desk. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10). Prior to joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in Political Science and English. He graduated from Southern New Hampshire University with a master’s degree in Applied Economics.


March 2023

Session Date and time

Week 1: Setting up Active Trader Pro®
The basics, benefits of using Active Trader Pro® as well as general navigation of the platform.

Print and complete the homework assignment from Week 1 (PDF)

Monday, March 6, 2023
2:30 - 3:30 p.m. ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

Print and complete the homework assignment from Week 2 (PDF)

Monday, March 13, 2023
2:30 - 3:30 p.m. ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts.

Print and complete the homework assignment from Week 3 (PDF)

Monday, March 20, 2023
2:30 - 3:30 p.m. ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas.

Monday, March 27, 2023
2:30 - 3:30 p.m. ET

Presenter

Troy MahonTroy Mahon, joined Fidelity in 2021. He has held numerous roles in Financial Services including trading, sales, and retail banking. Prior to joining the Trading Strategy Desk®, Troy worked with the Investment Solutions team at Fidelity. He is a General Securities Registered Representative (Series 7/66) and graduated from Mount Saint Mary College with a bachelor’s degree in Mathematics.