Positions

Your open positions are active investments that you currently hold and have not yet sold or closed in Fidelity Trader+^™ Desktop.

Open positions are shown in the Positions tool window within Fidelity Trader+^™ Desktop.

In Fidelity Trader+^™ Desktop, choose an account from the drop-down, and then select the dollar icon next to the account name to view current balances.

In the Fidelity Trader+^™ Desktop Positions tool, input the securities symbol in the search bar.

In the Fidelity Trader+^™ Desktop Positions tool, utilize the security type drop-down. The default setting is "All types." Select the drop down-menu and check the boxes of the securities you want visible.

In the Fidelity Trader+^™ Desktop Positions tool, select either the long or short positions filter. Selecting either of these will only show those positions.

In Fidelity Trader+^™ Desktop, the filter icon is highlighted in green when filters are enabled.

Selecting the button with the double up arrows next to the filter icon in Fidelity Trader+^™ Desktop will hide the filters and make the button double down arrows.

Selecting the button with the double down arrows next to the filter icon in Fidelity Trader+^™ Desktop will show the filters and make the button double up arrows.

The Export to .CSV button in Fidelity Trader+^™ Desktop allows you to download a .CSV file by choosing a download location and name.

Selecting the gear icon on the top right side of the tool panel in Fidelity Trader+^™ Desktop opens the settings for that tool. Add or remove columns by selecting or deselecting checkboxes of what you want to see.

Within the settings for a specific Fidelity Trader+^™ Desktop tool, select and drag column name to arrange or rearrange order of columns.

In the Positions tool settings within Fidelity Trader+^™ Desktop, select or deselect "Show adjusted wash-sale data" to show or hide this information. This will appear as a W symbol next to purchase price in tool panel.

Right-selecting the column header in Fidelity Trader+^™ Desktop will open a drop-down that allows you to reset column size, pin column to left, remove column, or open settings to manage columns.

Right-selecting the column header in Fidelity Trader+^™ Desktop will open a drop-down that allows you to reset column size, pin column to left, remove column, or open settings to manage columns.

Right-selecting the column header in Fidelity Trader+^™ Desktop will open a drop-down that allows you to reset column size, pin column to left, remove column, or open settings to manage columns.

Right-selecting the column header in Fidelity Trader+^™ Desktop will open a drop-down that allows you to reset column size, pin column to left, remove column, or open settings to manage columns.

Under the Tools menu drop-down in Fidelity Trader+^™ Desktop, choose Closed Positions under the Accounts column.

In Fidelity Trader+^™ Desktop, you can filter Closed Positions by the drop-down next to the Search input. Filter options include: Year to Date (YTD), Today, Last business day, This month, Last 31 days, or by year.

When a filter is applied in Fidelity Trader+^™ Desktop, a clear filters icon (a green circle with an X) appears next to the filter drop-down. Selecting this icon removes all filters.

To filter closed positions by symbol in Fidelity Trader+^™ Desktop, enter the symbol in the Search field of the closed positions window.