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"Strongly Recommend For Anyone."
Todd W. - PresidentNovember 7, 2023
STARTING PRICE
Not provided by software provider
EASE OF USE
2.8/5
Based on Capterra user reviews
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.
Provider
Fidelity
Located In
United States
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based, On-Premise Windows, On-Premise Linux
Support
FAQs/Forum, Email/Help Desk
Designed for individual investors, employers, advisors, institutions, charitable donors, innovators, and more to manage portfolios, track market updates, and analyze the stock prices.
Content Source: Active Trader Pro
Green rating bars show the winning product based on the average rating and number of reviews.
Active Trader Pro Reviews
Most Recent Video User Review for Active Trader Pro
SEE ALL VIDEO REVIEWS
Strongly Recommend For Anyone.
Todd W.
"Clean, simple package with all the elements I need"
Overall: I use this software daily to track my investments as well as buy/sell stocks and mutual funds. I love the simplicity of it!
Pros: Customizable to display my information the way I want to display it. Clean, straightforward interface lets me quickly access information--from cursory overview of my portfolio to detailed tax information and statements. Also seems to have good security measures equipped
Cons: Some of the views start out the same way every time you load the software, where it would make more sense to start where you left off last time.
"Best online trading software in my own head to head analysis."
Overall: Extremely pleased. For my investing purposes, it is the absolute best online software available for retail investors. I conducted my own study in order to measure the quality of order fills by placing identical trades in my Fidelity Active Trader Pro account and in my Interactive Brokers account, and the fills were identical, other than the fact that I paid my commissions on my Fidelity trades but I had to pay commission on the trades placed in my Interactive Brokers account. In fact, many times I orders are filled at prices that are actually superior to the exchange posted prices (I place a lot of trades that can be easily be measured because I will oftentimes place my opening and closing trades at either the market open or close each day.
Pros: Free commissions on equity trades, quality of order fills, extremely extensive inventory of stocks available for short-selling.
Cons: The only negative issue with this product is the fact that if you want to initiate a short sale position at the market open, you must place the trade between 8:00 am and 9:15 EST as opposed to the night before with all other brokerage software that I've used in the past.
"Chart Drawings do not save"
Overall: I have all my retirement accounts with Fidelity, before I became an active investor.
Pros: Easy to place trades. Good foundation for what could be an excellent product.
Cons: - Drawings on charts do not save, so if you like to draw trend, support, and resistance lines, etc. you are out of luck. I am forced to do all of my charting in Think or Swim, but my trades in ATP, which is a real pain. - Slooooooooooowwww - No customer technical support - Fidelity does have a minimal support team on Reddit, if you can find it. Why you have to be a Reddit user to get support from Fidelity baffles me. I have tried many times to contact ATP support at Fidelity, but I have given up. - Saved layouts are a mystery as are charts. You never know what you are going to see when you reopen a stock symbol to review.
"Best in the business! "
Pros: Active Trader Pro gives you all the information you need to invest strategically in one place. After using other softwares, I was very pleased with the functionality. I would never go back to another company. One should never invest blind, and Fidelity gives you everything you could need to be knowledgable.
Cons: Fidelity gives you so much information on your investments that it can be overwhelming and the website isn't always easy to navigate, but once you get the hang of it, it's no big deal!
"Stuck in Stone Age"
Overall: Waste of time.
Pros: The charts and features are excellent. This was a platform I had hoped to use. However, they failed to prove that they had functional software or that they could fix a simple issue. People like this do not get money from me.
Cons: For each of the 18 stocks in every portfolio I would have 9 personally configured separate chart TABS (1 Year SMA, 6 Month SMA, 10Day, 5Day, MACD, Bollinger, 2Day SMA, Today PSAR, LowBuyPoint). In 7 of the TABS for each stock there were 2 INDICATORS added (ADX, RSI). I drew a yellow horizontal line on both (@ 25 for ADX and @ 50 for RSI). For each 18 stock Portfolio this took several hours because each of the 7 TABS with these INDICATORS had to be saved after adding each horizontal line. In other words, you could not customize a chart and it's TABS for an individual stock and just SAVE the whole customized chart for the single stock. I was also instructed to save the Platform Layout each time. Log-out was always done correctly. Yet every next day, opening the platform software, my horizontal lines were gone and my time was wasted. I called multiple times to speak with Electronic Channel Support about the fact that my chart customizations were never saved to their server. They could never correct the problem. They also have an Investor Notebook where you can add personal notes. This too is hyper-dysfunctional. It will only let you type very slowly. So, I would actually create my notes on my PC then just copy/paste to the dysfunctional Platform Notebook. There is more too, but this site will not allow.... Anyway, they did not get a $500,000.00 transfer of funds because of their failure. I have gone back to Ameritrade Think Or Swim which is far superior.
