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.

August 2021

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)

 Thursday, August 5, 2021
10:30 a.m. – 11:30 a.m. ET

Register for Week 1

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)

 Thursday, August 12, 2021
10:30 a.m. – 11:30 a.m. ET

Register for Week 2

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)

 Thursday, August 19, 2021
10:30 a.m. – 11:30 a.m. ET

Register for Week 3

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

 Thursday, August 26, 2021
10:30 a.m. – 11:30 a.m. ET

Register for Week 4

Presenter

Matt Davison Matt Davison began his Fidelity career in 2016. He spent time in the Service, Active Trader and Fixed Income functions prior to joining the Trading Strategy Desk®. Matt graduated from the University of Florida with a bachelor’s in Microbiology. He is currently a Registered Securities Representative (Series 7/63), and he is also a Registered Options Principle (Series 4).


September 2021

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, September 8, 2021
2:30 p.m. – 3:30 p.m. ET

Register for Week 1

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, September 15, 2021
2:30 p.m. – 3:30 p.m. ET

Register for Week 2

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, September 22, 2021
2:30 p.m. – 3:30 p.m. ET

Register for Week 3

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

 Wednesday, September 29, 2021
2:30 p.m. – 3:30 p.m. ET

Register for Week 4

Presenter

Nicholas Delisse, CFA®Nicholas Delisse, CFA®, joined Fidelity in May 2012. He has been a part of Fidelity's Trading Strategy Desk® since June 2014. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Chartered Financial Analyst (CFA®). Nicholas graduated from Texas Tech University with a bachelor's degree in Economics.