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.

January 2019

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 the homework assignment from Week 1 (PDF)

 Thursday, January 10, 2019
3 p.m. – 4 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 the homework assignment from Week 2 (PDF)

 Thursday, January 17, 2019
3 p.m. – 4 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 the homework assignment from Week 3 (PDF)

 Thursday, January 24, 2019
3 p.m. – 4 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.

 Thursday, January 31, 2019
3 p.m. – 4 p.m. ET

Register for Week 4

Presenters

Sam Shore Sam Shore joined Fidelity in 2010 to provide trading support for Fidelity's clients. Since 2014, he has been a part of Fidelity's Trading Strategy Desk, helping investors with personalized coaching to aid in development and implementation of stock and/or option based trading strategies. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Sam graduated from Michigan State University with a Bachelor's degree in International Relations.


February 2019

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 the homework assignment from Week 1 (PDF)

 Tuesday, February 5, 2019
2 p.m. – 3 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 the homework assignment from Week 2 (PDF)

 Tuesday, February 12, 2019
2 p.m. – 3 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 the homework assignment from Week 3 (PDF)

 Tuesday, February 19, 2019
2 p.m. – 3 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.

 Tuesday, February 26, 2019
2 p.m. – 3 p.m. ET

Register for Week 4

Presenter

Cale Bearden Cale Bearden has been with Fidelity Investments since September of 2013 and is currently a member of Fidelity's Trading Strategy Desk. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Cale graduated from Hardin-Simmons University with a Bachelor's degree in Finance.


March 2019

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 the homework assignment from Week 1 (PDF)

 Friday, March 8, 2019
Noon – 1 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 the homework assignment from Week 2 (PDF)

 Friday, March 15, 2019
Noon – 1 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 the homework assignment from Week 3 (PDF)

 Friday, March 22, 2019
Noon – 1 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.

 Friday, March 29, 2019
Noon – 1 p.m. ET

Register for Week 4

Presenters

Fidelity's Trading Strategy Desk is here to help you identify and analyze trading opportunities for stocks, ETFs, and options. We assist with how to use Fidelity's tools and resources to conduct fundamental research, utilize technical analysis, and apply advanced options concepts in making trading decisions. We achieve this through holding one-on-one appointments, hosting online brokerage classroom sessions, and facilitating educational webinars.