Create a personalized trading experience so you can adapt to any trading situation by customizing the appearance and location of your trading tools, and optimizing how they work and how you interact with them. While® has a single layout, Active Trader Pro desktop® features pre-defined layouts designed to meet your unique needs. These include the Collier and Kirkman high-resolution layouts, created by and named for members of the Fidelity Active Trader Services Team.

There are two basic layout components:


  • The workspace is the main component area of the Active Trader Pro PlatformsSM. You can add any tool to the workspace, including multiple versions of certain tools. 
  • It's easy to organize how information is arranged and presented in your workspace. To move tools, select and hold the tool's title bar, and then drag it to the desired location. Some tools can also be resized. To do so, drag the bottom-right corner of the tool. As your workspace grows, you can scroll both horizontally and vertically to add more tools.


  • Sidebars dock to the sides of your workspace, collapsing and expanding to hide or show tools as you need them using the arrows at the top of the sidebar. By default, the sidebar set to the right-hand side of the workspace is turned on. Use the Settings menu to choose to display a right sidebar, a left sidebar, dual sidebars, or no sidebar at all. 
  • To add a tool, drag it into the sidebar until it automatically snaps into position. Once a tool is placed in the sidebar, it will maintain a fixed width. However, you can still resize the height of most of your docked tools.

  • Managing Layouts

    Custom layouts can be a powerful tool for executing your trading strategy. To create a layout, select Layouts > New Layout from the main navigation menu. Once you give your new layout a name, you will see a blank canvas and can begin adding your desired tools.

    You can manually save your layout at any time. To do so, select Layouts from the main navigation menu, mouse over to the layout currently in use, and select Save. From General Settings, you can choose to use the Auto Save feature, which will cause any changes you make to your layout to be automatically saved during a session. Or you can choose the Prompt to Save feature, which will ask you if you want to save changes when logging out or switching between layouts on the desktop.

    Other key Active Trader Pro desktop layout actions such as Save As, Rename, Delete, and Make Default can be applied to the layout you are currently working on by going to the Layouts menu from the main navigation. To return to the last saved version of a layout, select Restore Last Saved.

    The following features and functions make it easy to manage all the tools in your layout:

    • Floating Tools ‒ If you are using Active Trader Pro® desktop, you can "float" a tool outside of the larger application container. To do this, right-click on the tool and select Float Window, or from the main navigation, hold the Ctrl key when selecting the tool to launch it in the floated state. You can then drag the tool outside of the workspace. This is helpful if you want to do something like move your watch lists to a second monitor. To move the tool back into the workspace, right-click on the tool and select Dock Window.
    • Finding Tools ‒ This feature allows you to quickly see a list of all the tools currently open from the Tools in Use menu in the bottom right corner of the workspace. From the menu, choose any open tool and it will come into focus.
    • Maximizing and Restoring Tools ‒ You can maximize or restore certain tools located in the main workspace area using the Maximize/Restore button in the upper right corner of the tool. Select the Maximize button and the tool will expand to cover the entire workspace area. Maximized tools will not cover an open sidebar or the market ticker area. Once a tool is maximized, you can restore it to its original size and position by selecting the Restore icon.
    • Minimizing Tools ‒ Any tool in your workspace can be minimized with the Minimize button in the upper right corner of the tool. Use the Tools in Use menu in the bottom right corner of the Workspace to find and restore a tool.
    • Removing Tools ‒ If you want to remove a tool from your layout, select the close icon in the upper right corner of the tool or from the Tools in Use menu.
  • Linking

    Linking tools together allows data in one tool to automatically update data in another to save you time and keep the information you want to see consistent across tools. For example, when you link a Quote and Chart tool, updating a stock symbol in one tool will update both tools simultaneously.

    You may link as many tools in your layout as you wish, including Charts, Quotes, News, Set Alert, Standard Trade ticket, Directed Trade ticket, Multi-Leg Option ticket, Option Chain, and Option Analytics. To enable linking for a particular tool, select the chain link icon to the left of the symbol entry box. The link icon will appear solid, or connected, when the tool is linked. To unlink the tool, select the chain link icon again and the link icon will appear broken to show that the tools are unlinked.

    You may also quickly send symbols from the Ticker, Positions, Watch Lists, or Filters to your linked tools by double-clicking on the symbol or row.