Portfolio monitoring and position management

Webinar details

Date: Tuesday, January 15, 2019 Duration: 60 minutes Time: Noon–1 p.m. ET

Join Fidelity professionals as we discuss managing your existing positions as part of the overall trading plan. During the webinar, we will review the various tools you can use to monitor your portfolio and manage your trades. The agenda for the session includes:

  • How to customize your positions and watch list page
  • Analyzing and implementing an exit strategy
  • Creating customized alerts to keep you updated on recent actions and events

Presenters

Cale BeardenCale Bearden
Trading Strategy Desk
Fidelity Investments
Biography

Nick DelisseNick Delisse
Trading Strategy Desk
Fidelity Investments
Biography