Fidelity | How to Build a Better Chart Library

[@Robls501510]

FYI, you can right-click in the middle of the chart, select "Copy Current Tab" and have a duplicate chart. That way any indicators, drawings, etc. will be copied. You can then change the time frame.

[@ThinkTradeProfit]

That is HUGE Rob! I've never noticed that before. I've pinned this to the top so everyone can benefit from your advice. imgur.com/MEZ3nNI

[@Robls501510]

@@ThinkTradeProfit Thanks. Just want to give back to the community.

[@Robls501510]

I also like to right-click in the middle of the chart, select "Settings", and then select "Show Price Volume Distribution". It gives you an idea where most of the volume is "price wise". Hope this helps others as well.

[@tinycreek]

@@Robls501510 Thank you Rob!

[@philmecup]

I have seen the copy current tab (I believe). After I copy it I don’t know how to bring it back up.....can you advise me?

[@transcendenttrader2078]

Hi Kent. Your dedication to Fidelity is impressive. Personally, I need to see my daily lines in my 5- and 1-minute charts. Trading is hard enough without having to look at 2 separate charts of the same symbol. In a world where Tradingview didn't exist, this might be an acceptable workaround. Again, thanks for your thoughtful content.

[@Chris-xf8ek]

THank you for the video. I tend to tab my charts by strategy so I can have different views of the same stock by clicking on the tabs. I need to do a better job of saving TA as I go. Thanks!

[@Future9]

Thank you for contributing so much value to those beginning on this platform

[@ThinkTradeProfit]

Hi Burnelli, Thanks for the positive feedback! Feel free to reach out with any questions in the 'Comments' sections of videos. I try to answer as many as I can. Good Luck!

[@kevinlarijani7625]

Thank you for your videos! Look forward to watching more.

[@ThinkTradeProfit]

Hi Kevin, Thanks for the checking out the channel. I appreciate the support!

[@alex-sd]

Just the info I was looking for in creating my atp screen. Thanks!!

[@ThinkTradeProfit]

Hi Alex, I'm glad it was helpful. Feel free to throw any questions in the comments of videos. I try to answer all of them. Thanks for the support. Good Luck!

[@jessicanicholson3264]

omg thanks. I am trying to learn and it is driving me crazy why i can't seem to find my chart art

[@retirefire2700]

Kent, thanks again for all your insight of ATP. I have one question, with a couple of indicators on lower portion of the chart I have things like volume and SS. I find them taking a lot of screen space so i drag them a little smaller, however when is switch back and forth between taps, the indicators go back to the larger size. Any idea how to lock them to a size i like? Thank you

[@ThinkTradeProfit]

Hi Jerry, Apologies, I missed this question previously. I'm not sure what you mean with "when is switch back and forth between taps". I haven't seen my changes revert back between different chart window tabs or stock changes.

[@user-ms6sx6ic5z]

Nice video. I like fidelity pro aside from the charts, find them to be a bit clunky

[@KH-ph8do]

Hi Kent! As you've mentioned in previous video's, Fidelity does not currently have an Anchored VWAP available in their charts. I rely heavily on another charting platform which I recently started with (and pay for) to keep an eye on the A-VWAP and price action. I set up and mark-up my planned trades within and then move over to ATP after it appears a trade is ready to execute. However...I've been noticing price differences between the charting platform and ATP. I've tracked .10 to .60 + differences on a consistent basis for a variety of different stocks usually priced from $8 to $55 a share - this occurs for some but not all of the handful of stocks I'm simultaneously watching in that moment. ATP has current time stamps on the tape which I reference /compare along with the charting platform's price, therefore, I do think the delay is linked to the charting platform itself. In response to my inquiry with the charting platform, they are telling me these data discrepancies are going to occur across the board with any platform I use and that they are working on a new data feed to improve this. With your background and expertise, do you think these differences are normal to and be expected when paying for real-time U.S. stock market data?

[@ThinkTradeProfit]

If I may ask, what charting platform are you relying on for A-VWAP? In my opinion, the differences shouldn't be that great (+/- .10 seems fair, but +/- .60 does not). Are you considering extended hours in those calculations for both platforms or just regular market hours?

[@KH-ph8do]

​@@ThinkTradeProfit I'm currently using TrendSpider. Differences I've noted are during regular market hours. I was not seeing price differences in TradingView when I used their free charting for a short time. StockCharts was delayed a bit with the Free Data Plan which their website describes as "BATS real-time data for the US", until I paid for US Real-Time data plan (described as "Official real-time data for the major US exchanges (NYSE, NASDAQ)"). Ultimately, I wanted a platform with the anchored VWAP, which they did not have at the time. TrendSpider discloses their market data as: "US equity market updates are real-time from CBOE BZX (aka BATS) exchange".

[@ThinkTradeProfit]

@@KH-ph8do tradingview is BATS real-time data also, if I remember correctly. Seems suspect since you didn't see any issues with StockCharts and TradingView vs Fidelity. I use TradingView also but not with anchored VWAP and it seems to correlate well with what is in Fidelity. I honestly can't explain the differences.

[@KH-ph8do]

@@ThinkTradeProfit Thank you so much for your time and attention, as well as your feedback!

[@justintolbert8785]

Hi Kent, how do I get my chart to show the live data from the stocks. My chart says no data available whenever I enter a stock.

[@ThinkTradeProfit]

Hi Justin, This is unusual. I'm not sure what would cause this. Can you get real-time quotes within the Directed Trade window? (go to Main navigation > Trades & Orders > Directed Trade and Extended Hours > enter a stock symbol there) There is a subscriber agreement for real-time quotes on the web for accounts also. www.fidelity.com/customer-service/how-to-get-real-time-quotes I would agree to that if you havent. Finally, there is a setting in Active Trader Pro, General > Settings, I believe. Ensure that is set to Streaming. imgur.com/CBnwDDd I hope that helps!

[@danielherber9710]

HI Kent, I've been wanting to incorporate a VWAP line to my charts. I don't see it in the settings. Is there another line that you suggest using to help to determine when a stock is going on a bullish or bearish trend? I've seen you use the 50 day EMA. Thanks.

[@ThinkTradeProfit]

Unfortunately, VWAP is not included in the charting indicators in Active Trader Pro. I use a free account at tradingview.com in a browser window on the side. They have a good VWAP indicator. But you are exactly right, while it is not equivalent, I like the 50 EMA as a general trend indicator on 1 minute charts.

[@danielherber9710]

@@ThinkTradeProfit Thanks Kent. Do you include premarket in your 1 minute/50 EMA chart?

[@ThinkTradeProfit]

@@danielherber9710 Very good question. I do like to mark the high and low prices of premarket from 8AM ET till the open, and consider buying breakouts above or shorting below after the open. But, I do not consider the premarket when evaluating the 1min/50 EMA because I do not want the (usually) lower volume of the premarket to skew the results for the moving average.

[@danielherber9710]

@@ThinkTradeProfit That is a very important distinction. I'm fairly certain that I heard you mention this topic in one of your videos. It's nice to get clarification. Thank you. BTW... I used the information regarding EMA, and other Think Trade Profit tips to scalp 15 cents from NIO today. Thank you as always.

[@jiggajames4623]

Is there a way to create a chart for my portfolio? Would like to get a lifetime chart, as well as a gains/losses chart without contributions.

[@ThinkTradeProfit]

Hi JiggaJames, Apologies for the delayed reply, was on vacation. I do not know of a way to do that in Active Trader Pro. The best performance info you can get is from the Fidelity website, Login > Accounts & Trade > All Accounts then select the three dots for more options and Select "Performance". Then there is a Balance and Performance chart, Personal Returns table below, and then Risk & Return below that on the same page. I hope that helps. Good Luck in 2024!

[@jiggajames4623]

@@ThinkTradeProfit thanks for the response, unfortunately for me I had created a new account. This makes it so the performance tab only sees my active accounts’ performance. There is no option to include my old account, despite its historical data still being obtainable.

[@skhan385]

Thanks for the video. Do you trade / day trade Options on ATP ?

[@ThinkTradeProfit]

Hi skhan385, Thanks for the support! Unfortunately, I do not have options enabled on my accounts.

[@tinycreek]

@@ThinkTradeProfit I enabled, but it doesn't show the option chain.

[@skhan385]

Think Trade Profit what’s the best way to see your daily p/l as u trade, for the day trades you put in, I also have LT in that acct

[@ThinkTradeProfit]

@@skhan385 You want the column 'Uadj Short-Term G/L' in your Closed Positions window. imgur.com/tpJUwKX

[@ivanpinto6642]

Thanks for the content. If I trade on the 5 min chart, could I have a chart with the 5 min configuration and each tab dedicated to a different stock? It would save me time typing the stocks on the one chart.

[@ThinkTradeProfit]

Hi Ivan, Unfortunately, it won't work that way. The single ticker symbol entered in the upper left "drives" each tab, but you can "pin" your favorite stocks in the dropdown to save some typing. For example - imgur.com/up9R9MJ

[@ivanpinto6642]

Thanks for the feedback. I’ll try the pin feature. I created a separate dashboard with only charts of my favorite stocks. This allow me to glance at many charts simultaneously. Then, when I see an opportunity I switch to my trading dashboard for further analysis and trading.

[@tinycreek]

Great video. thank you! How do you contact Fidelity customer service, they never answer the phone lately.

[@ThinkTradeProfit]

Thanks Tinycreek! I use this number 800-343-3548 I've also enrolled in Fidelity MyVoice www.fidelity.com/customer-service/phone-numbers/overview It speeds things up a little bit.

[@trendaddict617]

Didnt you do a thinkorswim video this week? I cant find it. Something about VWAP?

[@ThinkTradeProfit]

Hi AcebianPR 007, No... this one was my latest. You might be thinking of someone else.

[@artking964]

Just started on ATO and like it a lot - but cannot figure out how to put a position line on chart. Any help would be appreciated.

[@tinycreek]

Hi Kent, another question, can we trade pre market with ATP? How do you do that?

[@ThinkTradeProfit]

Yes, you have to get it enabled on your account(s). A Fidelity will want to talk to you briefly to explain the risks, but you can start the process here - digital.fidelity.com/ftgw/digital/easy/eht/education

[@tinycreek]

@@ThinkTradeProfit Thank you so much! Enabled now.

[@philmecup]

help! I set up my charts with different tabs/time frames and space the candlesticks nicely. THEN, when I click on a different stock symbol, the candlesticks are jammed together and I have to zoom in on them every single time. Is there a fix for this? I appreciate your videos....just super frustrated with this issue..

[@ThinkTradeProfit]

Unfortunately, the zoom is required when you change symbols. There are requests into the development team for a change by members of our community. For now, we're stuck with it as is.

[@philmecup]

@@ThinkTradeProfit yeah I found out Thanks for your reply. I will soldier on!

[@thomasdixon6709]

Ty 🥂

[@philmecup]

Also my platform just basically quit working and I couldn’t see my orders even though they were there I could not see my average adjusted price. Anybody having issues with this?

[@ThinkTradeProfit]

Hi Phil, I have experienced some slowness in ATP right after the open recently on the heaviest days with the Positions and Closed Positions windows not updating immediately, but I have always been able to place orders and see my executions in the Orders window.

[@philmecup]

Oh yeah, me too. But I believe that's just Fidelity overloaded. I haven't been able to see where my orders filled until later in the morning. Really messed up. Laughing now, wasn't laughing at the time.....@@ThinkTradeProfit

[@philmecup]

I got a separate monitor to do you split screens today and about half of my charts just kept freezing up. Anyone have any experience using split screens and this type of thing happening?

[@ThinkTradeProfit]

I haven't seen this issue, and I spread my windows across 3 monitors. Is it possible it's a performance issue with your machine or integrated graphics or graphics card? Are you running on a PC or Mac? Just trying to help.

[@philmecup]

@@ThinkTradeProfit hey, thanks for responding. I'm on an HP and the tech guy at Best Buy says I have plenty enough to push an additional monitor. I don't know about integrated graphics or graphics card. You're over my head there. Anyway you know of to check?

[@philmecup]

@@ThinkTradeProfit Oh, also, when I'm on the wi-fi at my dads house, it was OK today. I trade on my Verizon Hotspot at my sisters apartment because the wi-fi is weak there-and thats where my charts keep freezing. Not sure if the hotspot my be weaker?

[@ThinkTradeProfit]

@@philmecup I believe the Best Buy person. A second monitor shouldn't be a big deal. I would get everything setup as you were ready to trade. Wait for the market to open so more data is flowing into Active Trader Pro. Search for the app 'Task Manager'. It's on all Windows PC's. Open that up with everything as you've had it before (including browsers or other applications you might use while trading). Then inspect the task manager see if there are any clues there. High CPU usage or high memory usage. Here is a picture mine but it is after hours so the numbers aren't very high. imgur.com/CYQdxQo There might something competing for resources on your machine while you are using Active Trader Pro and causing it to crash.

[@ThinkTradeProfit]

Sorry, just saw your second comment about Wi-Fi. That could be a culprit. It might be worth running a speedtest in your browser at Dad's and screen capturing the results. Then do the same at your sisters and see how much of a difference there is. I use this one - just go there and hit 'Go' www.speedtest.net/

[@transcendenttrader2078]

One of the things that bugs me the most about ATP is that you can't turn off the Wash Sale calculation of your P/L. So if I trade the same symbol multiple times, my p/l reflects the wash sale calculation, not the actual dollar amount I'm up or down for the day. I asked Fidelity on two separate occasions about this, and there is no way to override it. It's very distracting as an active day trader not to be able to take a quick glance and see an accurate P/L number for the day.

[@ThinkTradeProfit]

Hey Drew, Try this. In your Positions window use the column 'Unadj Purchase Price'. imgur.com/oA6mnly That's what I use. Works fine for intraday positions (put on same day). Not sure how it acts if your looking at something held overnight.

[@ThinkTradeProfit]

I wasn't thinking. You wanted P/L. Try this also - Add Unadj Short-Term G/L column to your Closed Positions window, like this - imgur.com/tpJUwKX

[@transcendenttrader2078]

@@ThinkTradeProfit Hey Kent, very helpful, thanks! That fixed the p/l for closed positions. For open positions, to get real-time unadjusted p/l, I added the "Unadj G/L" column. Now I'm good to go on both open and closed position. Simple fixes, wish I had thought of it. I know you use Tradervue. Another issue I'm having is when uploading trades, Fidelity doesn't provide the times of the trades, so they all get stamped as 12:00. Big problem for tracking metrics on Tradervue! Have you discovered a work-around for that one? If you're not careful you're going to become the de facto tech support for Fidelity.

[@ThinkTradeProfit]

@@transcendenttrader2078 Glad that worked for you! Now the bad news... there is no workaround for the tradervue times. I manually enter all the times for my trades from the Orders window at the end of the day. It's a bit of grunt work, but you'll get faster at it over time. It's definitely worth it. Tip: (if you hadn't noticed, there is a filter at the top of the Orders window, so you can sort by ticker).

[@gekharris]

@@transcendenttrader2078 Just in case you guys haven't figured out the Trade Date issue in Fidelity. I recently started using this platform and ran into the same issue. If you go to the Settings link towards the top right of Active Trader Pro and click the History option, it will provide you the option to choose other Available Columns for your Excel export. When you choose a column it will automatically be added to the Selected Columns side to the right. I also checked the "Show Journaling Transactions" and "Show Settlement in Core Amounts" for my purposes. To export to a CSV file just go to the Orders link under the "Trade and Orders" menu option and right click on the Orders screen and choose Export to CSV. For some reason the "exporting to an Excel" file option makes the output unreadable. Hope this helps someone.

[@cenobiod.4301]

Any one knows how to make on the directed trader button preview to become place directly

[@cenobiod.4301]

I see in your video its already to place but the one I have says preview

[@ThinkTradeProfit]

@@cenobiod.4301 Hi Cenobio D. , Thanks for supporting the channel! You want to go to Settings > Trade > General tab and ensure the 'Skip Preview' checkbox is selected. Then 'Apply'. Looks like this - imgur.com/Fy9CgBn Then your button will be 'Place'. Good Luck!

[@cenobiod.4301]

@@ThinkTradeProfit thank you 👍

[@Chris-xf8ek]

1-2-2023

[@Hyena1986]

i cant find where you say how to rename the charts lol

[@ThinkTradeProfit]

Hi Ronald, You can rename the Tabs by double-clicking in them, like here - imgur.com/mi1LxkS But I think you were looking for this spot maybe? Go here - then Save Chart and rename, and you can delete older copies in this menu also. imgur.com/4cJ3qxU and imgur.com/SHqnXuw

[@Hyena1986]

@@ThinkTradeProfit thank you i was looking all over for how to change names on them.

[@ganje3869]

Comming from TD how to i build a better layout!? TD users need help with everything. IM SO LOST XD

[@ThinkTradeProfit]

Hi David, You should look through the Fidelity playlist, but I would definitely recommend the Day Trading layout video and the Fast Trades and Execution video if you haven't seen them. kzbin.info/www/bejne/b6HCgYWne82UnpI kzbin.info/www/bejne/pKKZoIilqNWin6c