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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

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.

November 2023

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, November 7, 2023
2:30 - 3:30 p.m. EST

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, November 14, 2023
2:30 - 3:30 p.m. EST

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, November 21, 2023
2:30 - 3:30 p.m. EST

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, November 28, 2023
2:30 - 3:30 p.m. EST

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).

December 2023

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)

 Friday, December 1, 2023
12:00 - 1:00 p.m. EST

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)

 Friday, December 8, 2023
12:00 - 1:00 p.m. EST

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)

 Friday, December 15, 2023
12:00 - 1:00 p.m. EST

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)

 Friday, December 22, 2023
12:00 - 1:00 p.m. EST

Register for Week 4
Andrew McGowin
Began his career at Fidelity Investments in 2016. Before joining the Trading Strategy Desk®, he spent time in many different roles, most recently with the Active Trader VIP Desk. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10). Prior to joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in Political Science and English. He graduated from Southern New Hampshire University with a master’s degree in Applied Economics.

Technical analysis focuses on market action — specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering which stocks to buy or sell, you should use the approach that you're most comfortable with. As with all your investments, you must make your own determination as to whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

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