Fidelity’s Research and Trading Tools

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By leveraging research and trading tools, you can more confidently execute your trading strategies.

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Software and mobile apps to enhance your trading experience

Live demonstration of research and trading tools

Resources for making more prudent and informed decisions

Develop an Ongoing Strategy with Fidelity

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CommonQuestions

What are some of the research and trading tools you use regularly?

1What site do you use most frequently to keep an eye on the markets?

2Do you regularly check on your investments using a mobile app?

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Next Steps

Today’s Agenda

Demonstrations ofThose Tools in Action

Overview of Fidelity’s Research and Trading

Tools

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Overview of Fidelity’s Research and Trading Tools

Service

Power

Price

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Sectors & Industries OverviewA page enabling you to conduct research at the sector or industry level

Screenshot is for illustrative purposes only.

News & Research > Markets & Sectors > Sectors & Industries Overview

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Sectors & Industries Overview

What’s unique about it?• Use it to compare one sector to another, compare to the

S&P 500 Index, and to see how underlying industries affect the overall sector performance

• Use the Business Cycle Approach to sector investing to potentially take advantage of opportunities arising from relative performance of sectors in each phase

Where can I learn more?• View Take a guided tour of Fidelity’s sector and industry

research from the link on the Overview page

Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.

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StockScreenerA great resource to help you easily match your ideas with potential investments

Screenshot is for illustrative purposes only.

News & Research > Stocks > Stock Screener

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Stock Screener

What’s unique about it?• Leverage predefined screens to see how industry

experts identify stocks with distinct characteristics• Add your own stock ideas to the results list to see

how they compare• Choose from over 140 criteria to focus stock

characteristics based on your specific goals• Filter stocks easily• Access anywhere from any device

Where can I learn more?• View the Getting Started with the Stock Screener

video from the Fidelity Learning Center

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StockResearchExperienceA snapshot of the selected stock

Screenshot is for illustrative purposes only.

News & Research > Stocks: Enter a symbol, select Snapshot

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Stock Research Experience

What’s unique about it?

• Provides a dashboard for you to easily access everything you need to help make investment decisions in one place

• Displays quotes, news, dividends, earnings, company profile, and the Equity Summary Score by Starmine from Refinitiv—all on one page

• Provides Fundamental Analysis and Recognia Technical Analysis to save time on research and provide an overall assessment of a company's valuation, quality, growth stability, and financial health

• Review Social Sentiment and Top Competitors information for a selected security

Where can I learn more?

• Visit the Fidelity Learning Center to learn more about Fundamental Analysis

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Equity Summary Scoreby Starmine from Refinitiv

A single stock rating based on third-party analyst opinions

Screenshot is for illustrative purposes only.

News & Research > Stocks > Enter Company or Symbol

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Equity Summary Score

What’s unique about it?• In conjunction with other criteria, screen stocks to help

identify those you may want to include or exclude from further analysis

• Monitor the consolidated opinion of the independent research providers that are following the stocks currently in your portfolio

Where can I learn more?• View Power your stock analysis with the Equity

Summary Score by StarMine from Refinitivfrom the Fidelity Learning Center

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Watch ListAn interactive tool that allows you to monitor and customize the securities you own, or the securities on your radar

Screenshot is for illustrative purposes only.

News & Research > Watch List

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Active Trader Pro®

• Find trading ideas with real-time alerts

• Get insights to help know when to buy and sell

• Monitor events impacting your portfolio

Screenshot is for illustrative purposes only.

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Active Trader Pro®

Benefits• Customizable, easy-to-use workspace • Extensive trading capabilities meets both basic and

complex trading needs• Streaming quotes, charts, and news to keep on top

of the markets• Integrated research and pre-set filters to help find

new trading opportunities

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Navigating Active Trader Pro®

Take advantage of shortcuts at the top to launch your default trade ticket, view orders, access the quote tool, or open your notebook.

Use the sidebar to keep functionality at your fingertips, without your screen getting too crowded.

Use the action menu, located next to the symbol, to access a variety of security specific tools and information.

Leverage a predefined layout, customize a predefined layout or create a new layout.

Screenshot is for illustrative purposes only.

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Fidelity Mobile®

Fidelity.com/mobile

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Fidelity Mobile®

Access your accounts whenever and wherever you want• View Stock Screener from any device, anytime• Use MyScreens to access your custom screens on the go• View Stock Research experience across multiple devices

Mobile Platform Highlights*• Track your portfolio• Pay bills• Research and news• Investor Center locator* Not all features are available on all platforms. For a list of available features please visit the mobile details page for your specific device.

• Trade anytime, anywhere• Workplace accounts• Remote check deposit• IRA contributions

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Demonstrationsof Tools

Researching Markets & Sectors

Active Trader Pro®

Researching Stocks

Fidelity Mobile

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Review materials in your kit

Take a look at the Viewpoint article titled:

Guide To Trading

Learn More

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In Review

Next StepsDemonstrations of

Those Tools in Action

Overview of Fidelity’s Research and Trading

Tools

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Next Steps

Review Viewpoints article

Attend additional seminars:• New to ETFs? 5 Must-Ask Questions to Get Started• Searching for Stock Ideas on Fidelity.com• Understanding Sector Investing

Guide to trading

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Tools to assist you

Fidelity Learning Center• Take a course• Get more information• Watch videos• Attend seminars/webinars

Visit the learning center at:fidelity.com/learning-center

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How Fidelity Can Help

Better understand how to use our research and trading tools

Further utilize the Fidelity trading platform

Create a more effective, overall trading strategy

Meet with a Fidelity advisor

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The Advantageof Working with Us

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Why Fidelity

828113.3.0

Expert Insights and Investing Tools

Trading Security andPrivacy

Straightforward Pricing

WE BELIEVE IN MAKING THE COMPLEX, SIMPLER

Planning and Advice

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By leveraging research and trading tools, you can more confidently execute your trading strategies.

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Legal Disclosures

Any screenshots, charts, or company trading symbols mentioned, are provided for illustrative purposes only and should not be considered an offer to sell, a solicitation of an offer to buy, or a recommendation for the security.

System availability and response times may be subject to market conditions.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

$4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions® are subject to different commission schedules.

The Equity Summary Score is provided for informational purposes only, does not constitute advice or guidance, and is not an endorsement or recommendation for any particular security or trading strategy. The Equity Summary Score is provided by StarMine from Refinitiv, an independent company not affiliated with Fidelity Investments. For more information and details, go to Fidelity.com.

The Fidelity Screeners are research tools provided to help self-directed investors evaluate securities. Information supplied or obtained from these Screeners is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks or exchange traded products.

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Legal Disclosures

Fidelity Go® and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity® Equity-Income Strategy, the Fidelity® Tax-Managed U.S. Equity Index Strategy, the Fidelity® Intermediate Municipal Strategy and the Fidelity® Core Bond Strategy. Fidelity® Wealth Services are advisory services offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Non-deposit investment products and trust services offered by FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member of NYSE and SIPC. FPWA, FPTC, FBS, and NFS are Fidelity Investments companies. These advisory services are provided for a fee.

© 2019 FMR LLC. All rights reserved. Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.

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