Technical analysis: 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 want to learn the basics of technical analysis.

Virtual classroom details

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This class will cover key concepts and practical application, including: what technical analysis is, what tools a technical analyst uses, and how to incorporate technical analysis into your decision-making process. Homework will be 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.

The live application of technical analysis will take place on Fidelity's Active Trader Pro® platform. If you do not currently use Active Trader Pro, please be sure to download the program.

July 2022

Session Date and time

Week 1: Technical analysis: Building blocks (part 1)
In the first week, we will cover the basics: what technical analysis is, and key terms and concepts you will need to know to perform technical analysis (e.g., identifying trends and changes in trends).

During this interactive session, you will be able to ask questions and we will show you the online tools to help you apply your knowledge.

Print and complete homework assignment (PDF) | Download slides (PDF)

 Tuesday, July 5, 2022
12:00 PM – 1:00 PM ET
Register for Week 1

Week 2: Technical analysis: Building blocks (part 2)
This week will continue to cover the basics including concepts such as support and resistance levels and using moving averages for trend analysis. We will continue to look at supporting tools provided by Fidelity. Our goal is not only to help you understand key concepts but also how to apply them.

Print and complete homework assignment (PDF) | Download slides (PDF)

 Monday, July 11, 2022
2:30 PM - 3:30 PM ET
Register for Week 2

Week 3: Understanding technical indicators
Now that you understand basic concepts, we begin examining various commonly used technical indicators. You'll learn indicators that are commonly used in technical analysis, the basics of how they are constructed, and how they are used in the "real world."

Print and complete homework assignment (PDF) | Download slides (PDF)

 Monday, July 18, 2022
2:30 PM - 3:30 PM ET
Register for Week 3

Week 4: Identifying chart patterns
In this final session, we will examine how to define and use chart patterns. We will use specific examples of the most important patterns in bar and candlestick charts. We will also discuss short-term patterns and the results of various profitability studies.

Download slides (PDF)

 Monday, July 25, 2022
2:30 PM - 3:30 PM ET
Register for Week 4

Presenter

Chase Cotnoir Chase Cotnoir began his career at Fidelity Investments in 2017. He spent several years in our Customer Relationship Advocate and Active Trader Services functions. Since joining the Trading Strategy Desk®, Chase has coached many clients on concepts related to option strategies and risk management. He is a Registered Securities Representative holding both Series 7 & 63 licenses.


August 2021

Session Date and time

Week 1: Technical analysis: Building blocks (part 1)
In the first week, we will cover the basics: what technical analysis is, and key terms and concepts you will need to know to perform technical analysis (e.g., identifying trends and changes in trends).

During this interactive session, you will be able to ask questions and we will show you the online tools to help you apply your knowledge.

Print and complete homework assignment (PDF) | Download slides (PDF)

 Monday, August 1, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 1

Week 2: Technical analysis: Building blocks (part 2)
This week will continue to cover the basics including concepts such as support and resistance levels and using moving averages for trend analysis. We will continue to look at supporting tools provided by Fidelity. Our goal is not only to help you understand key concepts but also how to apply them.

Print and complete homework assignment (PDF) | Download slides (PDF)

 Monday, August 8, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 2

Week 3: Understanding technical indicators
Now that you understand basic concepts, we begin examining various commonly used technical indicators. You'll learn indicators that are commonly used in technical analysis, the basics of how they are constructed, and how they are used in the "real world."

Print and complete homework assignment (PDF) | Download slides (PDF)

 Monday, August 15, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 3

Week 4: Identifying chart patterns
In this final session, we will examine how to define and use chart patterns. We will use specific examples of the most important patterns in bar and candlestick charts. We will also discuss short-term patterns and the results of various profitability studies.

Download slides (PDF)

 Monday, August 22, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 4

Presenter

Konstantin Vrandopulo Konstantin Vrandopulo began his career with Fidelity in 2012. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk®. Konstantin graduated from Valdosta State University with an M.B.A and a Bachelor's in Finance. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).


September 2022

Session Date and time

Week 1: Technical analysis: Building blocks (part 1)
In the first week, we will cover the basics: what technical analysis is, and key terms and concepts you will need to know to perform technical analysis (e.g., identifying trends and changes in trends).

During this interactive session, you will be able to ask questions and we will show you the online tools to help you apply your knowledge.

Print and complete homework assignment (PDF) | Download slides (PDF)

 Tuesday, September 6, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 1

Week 2: Technical analysis: Building blocks (part 2)
This week will continue to cover the basics including concepts such as support and resistance levels and using moving averages for trend analysis. We will continue to look at supporting tools provided by Fidelity. Our goal is not only to help you understand key concepts but also how to apply them.

Print and complete homework assignment (PDF) | Download slides (PDF)

 Tuesday, September 13, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 2

Week 3: Understanding technical indicators
Now that you understand basic concepts, we begin examining various commonly used technical indicators. You'll learn indicators that are commonly used in technical analysis, the basics of how they are constructed, and how they are used in the "real world."

Print and complete homework assignment (PDF) | Download slides (PDF)

 Tuesday, September 20, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 3

Week 4: Identifying chart patterns
In this final session, we will examine how to define and use chart patterns. We will use specific examples of the most important patterns in bar and candlestick charts. We will also discuss short-term patterns and the results of various profitability studies.

Download slides (PDF)

 Tuesday, September 27, 2022
2:30 p.m. – 3:30 p.m. ET
Register for Week 4

Presenter

James Savage James Savage began his career with Fidelity in 2014 as a trader in our Service function. Since then he has held roles in our Premium Service and Active Trader Service functions. James joined the Trading Strategy Desk® in October of 2019. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).