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Fidelity

Brand: Fidelity Investments

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A financial platform that helps people invest, trade, and plan for retirement with easy tools and low fees....Read more

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Features

  • check_icon Core Features
  • check_icon Order Execution
  • check_icon Research and Analysis
  • check_icon Trading Options
  • check_icon Reporting & Analytics
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Fidelity Software Pricing, Features & Reviews

What is Fidelity?

Fidelity is a trusted trading platform that helps people invest and manage their money easily. It offers services like trading stocks, ETFs, mutual funds, and retirement planning with low or no fees.

The platform has user-friendly tools, including a mobile app and website, for beginners and experienced investors.

Fidelity provides free research, educational resources, and 24/7 customer support to guide your financial decisions.

It's known for strong security and personalized advice. Whether saving for retirement or building wealth, Fidelity is a reliable choice.

Why Choose Fidelity Software?

  • Investment Options: Access to stocks, bonds, ETFs, mutual funds, and more.
  • Commission-Free Trading: Zero commissions on online U.S. stock, ETF, and options trades.
  • Advanced Trading Platform: Includes Active Trader Pro for professional-grade trading.
  • Low-Cost Mutual Funds: Fidelity ZERO funds with no expense ratio.
  • Retirement Planning Tools: Calculators, IRAs, and rollover support available.

Benefits of Fidelity Software

  • Tax Optimization Features: Tax-loss harvesting and personalized planning tools.
  • Cash Management Solutions: Checking, bill pay, and debit card integration.
  • Wealth Management Services: Personalized planning with financial advisors.
  • Fractional Share Investing: Buy stock fractions starting at $1.
  • Automated Investing: Robo-advisory services for passive investing.

Fidelity Pricing

Fidelity price details are available on request at Techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Fidelity Pricing & Plans

Fidelity price is available on request

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Fidelity Features

Core Features

  • icon_check Portfolio Management Track investments and assess performance effectively.
  • icon_check Market Data Real-time stock prices and market trends for informed trading decisions.
  • icon_check Watchlist Customizable list of securities for easy monitoring of price movements.
  • icon_check Charting Tools Visual tools to analyze price movements and trends using various chart types.
  • icon_check Order Control Manage and modify trades efficiently to align with trading strategies.
  • icon_check Order Execution Complete trades by placing, modifying, and canceling orders.

Order Execution

  • icon_check Limit Order Buy/sell at a specified price or better for control over trade execution.
  • icon_check Market Order Immediate buy/sell at current market price prioritizing speed.
  • icon_check Stop (Loss) Order Sell when the price hits a certain level to limit losses.
  • icon_check Stop Limit Orders Triggers a limit order once a specified stop price is reached.
  • icon_check Trailing Stop Order Adjusts the stop price with favorable market movement for profit protection.

Research and Analysis

  • icon_check Technical Analysis Use price movements and volume data to predict future price trends.
  • icon_check Fundamental Analysis Evaluate a security's value by analyzing financial data and economic factors.
  • icon_check Scanning Tools Filter stocks based on specific criteria to spot trading opportunities.
  • icon_check Backtesting and Optimization Test strategies against historical data to assess effectiveness.
  • icon_check Pattern Recognition Identify significant historical price patterns for future forecasting.
  • icon_check Smart drawing tools Annotate charts with trend lines and levels for better analysis.

Trading Options

  • icon_check Mutual Funds Invest in professionally managed portfolios for diversified exposure.
  • icon_check Paper Trading Simulate trading without real money to test strategies.
  • icon_check Intraday Trading Buy/sell securities within the same trading day for short-term gains.
  • icon_check Options Trading Buy/sell options contracts for strategic market exposure.
  • icon_check Forex Trading Trade currency pairs to profit from exchange rate fluctuations.
  • icon_check Crypto Trading Trade cryptocurrencies to benefit from market volatility.
  • icon_check Automatic Trading Execute trades automatically based on set criteria.
  • icon_check Margin Trading (MTF) Borrow funds to trade larger positions than the account balance allows.
  • icon_check Algorithm Trading Automate trading strategies for faster execution without emotional bias.
  • icon_check Futures Trading Trade contracts obligating purchase/sale of an asset at a future date.

Reporting & Analytics

  • icon_check Dashboards Visual summaries of key performance metrics for quick assessments.
  • icon_check P&L Report Summarize profits and losses over a specified period.
  • icon_check Contract Note Document detailing trade specifics, including prices and fees.
  • icon_check Financial Transaction Report (CashLedger) Track cash inflows and outflows in the trading account.
  • icon_check Automated Reports Generate regular reports on trading activity and performance automatically.
  • icon_check Report Customization Tailor reports to meet specific user requirements for relevance.

Account Management

  • icon_check Multi-Factor Authentication (MFA) Enhance security with multiple verification methods.
  • icon_check Platform Migration Assist in transferring accounts or data from one platform to another.
  • icon_check Customizable User Interface Personalize trading environments for ease of use.
  • icon_check Demat Account Creation Facilitate the opening of electronic securities accounts.

Integrations

  • icon_check API Integration Connect third-party apps to enhance platform functionality.
  • icon_check Financial Tools Integration Incorporate various financial analysis tools for improved insights.

Alerts & Notification

  • icon_check Price Alert Notifications when securities hit specified price points.
  • icon_check Real Time Market Updates Instant notifications on significant market changes and events.
  • icon_check News Alerts Updates on news events that could impact markets.
  • icon_check Volume Alerts Alerts for unusual trading volumes in securities.

Fidelity Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • Videos
  • English

Fidelity Reviews and Ratings

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Fidelity Investments Company Details

Brand Name Fidelity Investments
Information Fidelity is a privately-owned investment manager focusing on a diverse set of customers.
Founded Year 1946
Director/Founders Edward C. Johnson II
Company Size 1000+ Employees

Fidelity FAQ

A Fidelity pricing information is available upon request at Techjockey.com.
A Yes, Fidelity offers a full-featured mobile app for both Android and iOS devices.
A Fidelity works on Ubuntu, Linux, Windows, MacOS, Android, and iOS platforms.
A No, Fidelity does not offer a free trial, but you can open a brokerage account with no minimum deposit.
A Fidelity's software, like Active Trader Pro and mobile apps, enables trading, portfolio management, research, and financial planning with real-time data and customizable tools.
A Individual investors, active traders, retirees, and financial advisors use Fidelity's software for investing and wealth management.
A Yes, Active Trader Pro offers a free demo via its paper trading feature, allowing practice with virtual funds.
A Fidelity's software is free to use with a Fidelity account, though some transactions or services may incur fees.

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