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What is Active Trader Pro?

Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

Best For

Designed for individual investors, employers, advisors, institutions, charitable donors, innovators, and more to manage portfolios, track market updates, and analyze the stock prices.

There is a free version. Active Trader Pro offers a free trial.See additional pricing details below.

Active Trader Pro Video and Images

Deployment & Support

Deployment

  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad

Support

  • Email/Help Desk
  • FAQs/Forum

Contact Details

  • Fidelity
  • Located in United States
  • https://www.fidelity.com

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Active Trader Pro Pricing

Starting From:

Pricing Model: Per Feature

  • Yes, has free trial
  • Yes, has free version

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Active Trader Pro Features

Features are displayed in alphabetical order.

  • For Investment Advisors
  • For Traders
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Technical Analysis
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    Active Trader Pro Reviews

    Showing all 2 reviews

    Chemicals, 201-500 employees

    Used the software for: 2+ years

    “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.

    Reasons for Choosing Active Trader Pro: I could access all accounts from one place.

    Reasons for Switching to Active Trader Pro: I moved my accounts to Fidelity, so now I can view all accounts in one place.

    Edward W.

    Boss

    Financial Services, Self-employed

    Used the software for: I used a free trial

    “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 its 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.

    Contact us

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    +27 450 860 545
    Mon - Fri, 9:00-18:00

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