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.

December 2018

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)

Wednesday, December 5, 2018
3 p.m. – 4 p.m. ET

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)

Wednesday, December 12, 2018
3 p.m. – 4 p.m. ET

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)

Wednesday, December 19, 2018
3 p.m. – 4 p.m. ET

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.

Wednesday, December 26, 2018
3 p.m. – 4 p.m. ET 

Presenter

Brian Isabelle, CMT© Brian Isabelle, CMT©
Since beginning his career in finance in 1999 working on an over-the-counter trading desk, Brian has worked for several different firms, joining Fidelity in 2011. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk in June 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Brian also holds the designation of Chartered Market Technician® (CMT).




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

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

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

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

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.

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

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

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

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

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.