---
description: Review of Active Trader Pro Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Active Trader Pro | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Active Trader Pro](/software/118843/active-trader-pro)

# Active Trader Pro

Canonical: https://www.softwareadvice.co.nz/software/118843/active-trader-pro

Page: 1 / 2\
Next: [Next page](https://www.softwareadvice.co.nz/software/118843/active-trader-pro?page=2)

> Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help users make informed trading decisions before, during and after trades through real-time insights, dynamic visual analytics and trading tools. It supports trading equities, ETFs and simple and complex options strategies, with extended hours and directed trading capabilities.&#10;&#10;Key features of Active Trader Pro include the ability to discover potential trading opportunities with market filters, including technical and social sentiment selections. It allows users to monitor their portfolios with streaming quotes, real-time gain and loss data as well as streaming balances and order statuses. Additionally, users can customize their layout and experience by setting trade defaults, creating shortcuts and using hotkeys to navigate the platform.&#10;&#10;Active Trader Pro offers help create and save multiple orders, enabling users to place them with one click whenever needed. It provides directed trading, giving users control over where their equity and options trades are routed for execution and faster market access. Additionally, it supports a customizable user interface tailored to individual preferences.&#10;&#10;Active Trader Pro includes a trading dashboard designed for comprehensive trading needs, offering real-time market data, research ideas and the ability to execute trades from a single screen that works on any browser. Additionally, it offers a Fidelity Mobile application, which allows users to view, manage and act on their portfolios.
> 
> Verdict: Rated **3.2/5** by 13 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.2/5** | 13 Reviews |
| Ease of Use | 3.2/5 | Based on overall reviews |
| Customer Support | 3.0/5 | Based on overall reviews |
| Value for Money | 3.4/5 | Based on overall reviews |
| Features | 3.4/5 | Based on overall reviews |
| Recommendation percentage | 50% | (5/10 Likelihood to recommend) |

## About the vendor

- **Company**: Fidelity

## Commercial Context

- **Pricing model**: Per Feature (Free version available) (Free Trial)
- **Pricing Details**: The product is available for free.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- For Investment Advisors
- For Traders
- Monitoring
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing
- Risk Management
- Visual Analytics

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Stock Portfolio Management Software](https://www.softwareadvice.co.nz/directory/4259/stock-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Aladdin](https://www.softwareadvice.co.nz/software/515883/Aladdin) — 4.0/5 (1 reviews)
3. [HedgeGuard](https://www.softwareadvice.co.nz/software/84965/hedgeguard) — 4.7/5 (9 reviews)
4. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
5. [Unity](https://www.softwareadvice.co.nz/software/395666/unity) — 5.0/5 (3 reviews)

## Reviews

### "Clean, simple package with all the elements I need" — 5.0/5

> **Verified Reviewer** | *15 February 2021* | Chemicals | Recommendation rating: 10.0/10
> 
> **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.
> 
> I use this software daily to track my investments as well as buy/sell stocks and mutual funds.  I love the simplicity of it\!

-----

### "Best online trading software in my own head to head analysis." — 5.0/5

> **Todd** | *28 September 2023* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "Fidelity Review" — 3.0/5

> **Jessieah** | *17 July 2025* | Entertainment | Recommendation rating: 3.0/10
> 
> **Pros**: The Fidelity app offers robust investing features with no trading fees on stocks and ETFs, intuitive account overviews, and strong retirement planning tools, making it excellent for both beginner and experienced investors managing multiple accounts in one place.
> 
> **Cons**: Some users find the app’s interface cluttered and occasionally glitchy, especially when navigating advanced options or research tools, and its design isn’t as sleek or user-friendly as newer investing apps like Robinhood or Webull.
> 
> Not bad, just a steep learning curve. Theres always more to offer within an app, especially financial but not everyone needs it all.

-----

### "Fidelity Investing" — 5.0/5

> **Mercy** | *8 May 2025* | Education Management | Recommendation rating: 5.0/10
> 
> **Pros**: Easy to use interface, gives you alot of information and stats to help you make a decision
> 
> **Cons**: sometimes forget to use and will lose on some potentital gains
> 
> have only begun to use it but so far it has been a good experience

-----

### "Nice product" — 5.0/5

> **Michelle** | *20 December 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: Easy to use and help is provided. I like being able to make decisions quickly
> 
> **Cons**: Nothing. It’s new to me so I like it so fat
> 
> Great. I get to see my trade and account balance in real time

-----

Page: 1 / 2\
Next: [Next page](https://www.softwareadvice.co.nz/software/118843/active-trader-pro?page=2)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/118843/active-trader-pro)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/118843/active-trader-pro> |
| en | <https://www.softwareadvice.com/investment-management/active-trader-pro-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/118843/active-trader-pro> |
| en-GB | <https://www.softwareadvice.co.uk/software/118843/active-trader-pro> |
| en-IE | <https://www.softwareadvice.ie/software/118843/active-trader-pro> |
| en-NZ | <https://www.softwareadvice.co.nz/software/118843/active-trader-pro> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.co.nz/#organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"Active Trader Pro","description":"Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help users make informed trading decisions before, during and after trades through real-time insights, dynamic visual analytics and trading tools. It supports trading equities, ETFs and simple and complex options strategies, with extended hours and directed trading capabilities.\n\nKey features of Active Trader Pro include the ability to discover potential trading opportunities with market filters, including technical and social sentiment selections. It allows users to monitor their portfolios with streaming quotes, real-time gain and loss data as well as streaming balances and order statuses. Additionally, users can customize their layout and experience by setting trade defaults, creating shortcuts and using hotkeys to navigate the platform.\n\nActive Trader Pro offers help create and save multiple orders, enabling users to place them with one click whenever needed. It provides directed trading, giving users control over where their equity and options trades are routed for execution and faster market access. Additionally, it supports a customizable user interface tailored to individual preferences.\n\nActive Trader Pro includes a trading dashboard designed for comprehensive trading needs, offering real-time market data, research ideas and the ability to execute trades from a single screen that works on any browser. Additionally, it offers a Fidelity Mobile application, which allows users to view, manage and act on their portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/137d74a2-2c05-420e-8658-cff5a8eef9fc.png","url":"https://www.softwareadvice.co.nz/software/118843/active-trader-pro","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.nz/software/118843/active-trader-pro#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":3.2,"bestRating":5,"ratingCount":13},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/4566/investment-management/software","@type":"ListItem"},{"name":"Active Trader Pro","position":3,"item":"/software/118843/active-trader-pro","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/software/118843/active-trader-pro#breadcrumblist"}]}
</script>
