I really appreciate your time and showing us this testing tool. I’d love to hear how you are doing now and what you’ve been working on since. I use Fidelity as well
You definitely have the right idea IMO, but I don't think automated trading standalone stocks is worth it nearly as much as the leverage Options give, but definitely on the right track.
Have been doing this for a few years. You will get to the point of realizing your "time" variance will be your largest issue. Although I heard you speak to "longer" time based trades. This is where that process will work. In the end it comes to "something gained is better than nothing gained". Thanks for sharing. 🖥💰
Hi DSWH, I agree, definitely sensitive to it. Have had some "live" trading with real $ and small positions with about a 10 second delay since trade alert trigger. Logging all that info to examine and compare to backtest results. Thanks for the feedback!
Trading bots are mostly scams... but there are exceptions. You just need a lot a patience to backtest and run many bots, discard the ones that are scams and keep playing with the ones that are good. EDIT: since so many of you ask, yes I use Galileo FX . ..
Wow, Kent! This is outstanding! While it is far beyond my ability, I simply want a system that can alert me to when a delta reaches a certain level so I can manage or take on a position I contacted Fidelity about this, and the CSR said, "gee, no one asked me about that before." Told me all I needed to know about the guy on the other end and the Fidelity representation with ATP. While I continue to use the archaic ATP since I'm seemingly "married to it," I'm looking for my edge and reaching out for other ways for data to know which trades to place. I'm really enjoying your videos this weekend. Wanna laugh? Three years go I blew off Delta.
Hi Carey, Thanks for the support. You should look into tradingview.com and their alerts - www.tradingview.com/support/solutions/43000520149-about-tradingview-alerts/. Even with a free account, you can browse through scripts and other things available in their forums. Their charting UI has a little bit of learning curve, as well as their scripts, alerts, indicators, etc. but definitely worth diving in to see if they can help you.
@@ThinkTradeProfit I have been tinkering with Trading View a bit and also looking at alternatives that I can easily navigate. I'm really starting to look at various metrics to analyze trades going forward. Today I also really dug into the Time and Sales in ATP to find the largest lots to sniff out the whales out there (or the market maker) and what he is likely up to. I'm finally learning dealers "hedge off" their risk by moving stocks lower, and given the stock market climate we are experiencing, it doesn't surprise me this is also contributing to further downside, which is going to have a cascading effect. We can see the open interest, but let's try to narrow down who is doing what to move the market, especially on individual beaten down stocks. That would be another excellent video for you to consider so we can try to ride along and be on the right side. Many thanks!
Have spare time now and learning more about day trading. Was specifically wondering about doing something like this and found your site and information. Really valuable. Thank you. Wondering how the project was evolving and if you actually had more specifics about how to do this.
Thanks for the support and interest. I apologize for missing this comment previously. It hasn't evolved too much farther unfortunately. I've leaned toward taking the TradingView alerts, evaluating them while at the keys, and deciding on whether to take the trade.
@@ThinkTradeProfit starting off on Think or swim instead of fidelity, it doesnt' t let you really automate the trades just the strat identifiers, so I ended up in the same place sooner rather than later. Now I jus am practicing muscle memory and macros to get in an out with stops etc
Hi jibba jABBA, I've got more to share on this and appreciate the interest. It's a workaround because Fidelity does not have a publicly accessible API to enter trades. Thanks for supporting the channel. Good Luck!
Not trying to highjack Ken's channel but I found this very useful. Using 10 min chart dt based on price crossing the 20 ema. Hold until it crosses back over love it!
@@ThinkTradeProfit hey I'm not alone here. I know you've been busy. Can you say anything about the bot strat? Can you save us from the Fidelity uselessness! Lol
Hi Gauntlet, There is a way to get it done, but would be much easier if they had their own API. I have more to share. Next video will be soon. As always, thanks for the support!
Wow very cool stuff. I've created my own algorithm in TraderView to assist my trades. I'm planning on replicating it using C++ (My niche) and then web sockets/JNodes to enter trades using the Alpaca Markets API. I really wish there was a Fidelity API I could interact with since I like ATP's execution. My long term investments will remain with Fidelity. Now that Charles Schwab has bought TDA I hope this lights a fire on the other 2 of the big 3 and we start getting more tools for the quant/algo daytrade space. Fidelity is really sleeping on it right now. The r/FidelityInvestments subreddit managed by Fidelity support has received lots of requests asking for a rework of ATP to be more chart friendly like TraderView. So hopefully something is brewing behind doors and eventually I get my wish.
Hi kool2btrue, I like it! Alpaca is a great choice, and TD Ameritrade thinkorswim has some API's for order routing/placing, too. I'm with you in that I really believe in Fidelity's executions and price improvements. You sound like a much better programmer/developer than me. Good Luck!
Fantastic video ! Thanks soo much ! I have been trading on ATP, almost since day 1. It has its drawbacks, but I love the platform and trade everyday on it. Looking forward to the results leveraging TV alerts. Thanks for everything !
Hi Tony, Thanks for the support. There is more to come on this. I've been working through some bugs and have added some new features. Will share soon.Good Luck!
Hi Tim, The bracket and conditional orders are versatile. I'll have more to share soon. Had a "live" trading day (some success and some buggy processes). Thanks for the support!
Hey Ken, great tutorial! If you want some help troubleshooting your AWS setup, let me know. The issue you're likely running into is that Lambda doesn't run indefinitely. If you setup your python as a standalone service on a long-running EC2 instance, you'll be able to achieve what you're looking for!
Are you going to be posting a video where you go into more detail in your code on how to log into Fidelity and go to certain pages and input tickers and quantity of shares etc? I'd be interested in a video where you do into your code more.
how did you get past login? i use Se with python, same as you, but when the program clicks the login button, fidelity gives a: "We're sorry, an error occurred while accessing this site. Please try again later." error. I can manually login on all browsers just fine.
I started with Selenium as well, but later on I actually managed to fully utilize Fidelity's Active Trader Pro and run it unattended in AWS cloud. Fully integrated so far - receiving quotes, history, account balances, placing /tracking trades etc. all in real time - no need for Selenium drivers. I actually have built the whole trading platform - I use ATP just for rebalancing of my Fidelity accounts, majority of trading goes through InteractiveBrokers Gateway. I have abstracted both, Fidelity and IB under IB-like API so they are identical from the consumer prospective. I was planning to make the API code for Fidelity open source, hoping to build a team and evolve the project, but I think it may break Fidelity end user agreement. Need to contact Fidelity and ask their permission publishing API wrapper against the ATP. Ping me if you are developer, interested in seeing the code and participating in the project. Fidelity actually did a very good job designing the ATP platform - it is very easy to use, I wish they opened the API.
Hi Alex, I'm a weaker developer (previous QA background, with Java/C#, JavaScript, Python experience). Definitely interested in what you've done. I have a feeling Fidelity may decline permission for publishing the API wrapper against ATP. Let me know how that goes. I do have time to contribute to the project if it evolves and you need help with someone with my skillset. Thanks!
I am exploring to automate my options trading. I do have fidelity account. Since, they do not have an API, I would like to know whether IB has an API for options data. Since, you are familiar with them could you please confirm.
Hi Jacob, 😂 Not true. Procrastination regarding video editing is the main reason. I have quite a bit of new content around this, but it's hard to "package" and share in a away that others can experiement with it. Working on it. Thanks for supporting the channel!
Hi Kent, love the channel! I just found you this summer and have watched ALL of your videos. As a Fidelity ATP user and avid trader I love the idea of automated trading. My competency as a trader is high, but as a coder is low… I will be starting a job soon where I won’t be able to actively watch the market, but still want to trade so this strategy would be perfect for me if I could learn how to set things up like you did in this video. Any way you would consider making a quick tutorial video on the “set up” of this strategy…? PLEASE 🙏🏼
I'll be waiting by TH-cam for the next video 🤭. Do you think this will work during extended hours? I was starting to learn Python in my previous life, I mean job, and this has piqued my interest again. Your videos are the best!
Hi Mary, Thanks for the support. Definitely works in premarket, I've had a live day of trading the alerts linked to the app. Some were triggered and orders were entered in premarket (unexpectedly). Will definitely be configurable for extended hours. Still working out some bugs in other parts of the app. The next video will be soon. Excited to share my findings (and mistakes). :)
Very interesting. I appreciate you sharing your experimentation on this. I'm interested to see hear your thoughts after a few months of refining your system.
Hi Kevin, Thank you for showing interest in this. Will definitely share my findings. Still working through some refinement after removing the bugs I found in my code. It has potential, but it's been more work that I thought it would be. Good Luck!
Hi David, Thanks for the interest in this. I have more to share soon. Had a "live" day of real money trading. Some things worked as expected, and some things need tweaking. Excited to share.
Hi AFAR A, I appreciate the positive feedback. Had a "live" real money day, some successes and some bugs to work out. Next video will be soon. Thanks for the support!
I get the error "We're sorry, an error occurred while accessing this site. Please try again later." whenever I try logging into Fidelity with selenium, do u know a fix?
Hi X Chen, Make sure you don't have multiple selenium chromedrivers still active. I think they have some automation detection to prevent hacking. Ideally, you could have your code use the same chromedriver and not keep creating new ones. That is what I do. Having some sequence that does a logout works also. In Python, it might contain: driver.close() driver.quit() I think they track IP addressess and multiple login sessions from the same place for security purposes. I hope that helps. Sorry for the delayed reply, I was on vacation. Good Luck!
Hi Rich, A bit unrefined at the moment, and definitely more than I have coded for and configured in the trading view alerts. More to share soon. Some success and a few bugs after letting the app run on its own. Stay tuned. Next video will be in a few days.
Part time larry is one of the first accounts i started following. Was going to try and learn python but gave up. Supposedly most of the big money trades are now all AI generated.
Hi Shawn, I wish I would have found his channel earlier. Agreed. Algorithmic stuff (AI, machine learning) is definitely taking over. Even if you don't want to code, the Trading View alerts are a nice supplement to any normal trading you might do. Worth looking into. Next video will be soon. I have more to share. Good Luck!
Thanks for the inspiration on this. I setup a simple python flask server for the webhook and using mini mouse macro to make the trade on ATP. Takes 3 seconds to place the trade after webhook is hit.
Really wanna see an extension of this. Can the same use of selenium be used for all brokers? Want to automate trades across multiple brokerages without APIs.
Hi TJ, Apologies for missing this comment previously. Yes, this approach with Selenium could be used with any broker that has a web-based UI for entering orders. There is a better option now, if you are on Windows, Power Automate. It is less code-writing and could be very viable. I am considering re-working this previous approach into something that anyone could adopt with minimal technical skills. What I created last year was not transferrable to those who could not code or setup the technical pieces. I'll share more when I get a prototype going. Thanks for the support and Good Luck!
I like the idea of being able to set up speed keys at Fidelity, effectively, and also some limited scripting to help manage risk. Would this work on Android and what would the differences be. Thanks! Thumbs up!
What software do you use to make your life easier when filing taxes as a TTS? Do you use MTM accounting? Do you use an S Corp? Do you have a video on those subjects?
Hi Jules, I don't have a video on those topics, but I'll share what I've done. When I started long ago, I only used a Single Member LLC, but now have an S-Corp. I elected the 475 MTM election, but if you have a lot of long-term holdings outside of IRA's/401Ks consider it carefully because you'll liable for taxes on those gains at the end of the year even if you don't sell. I wouldn't form an S-Corp without going full-time and knowing you are going to be profitable with yearly gains of +$60-80,000 or more. Depending on where you live you'll need an accountant and lawyer setup which can easily run into a $3000/year. Start with an LLC, deduct your expenses (software, equipment, oneline subscriptions) and make sure you have many trades spead evenly throughout the year. I've never had a problem with Trader Tax Status, but I trade a lot. I also avoided the home office deduction, and meals and trips deductions. I have friends who "write off" those and keep notes on framing them into "business acitivities", but I've always felt it's begging for an audit. You could do your own taxes with HR Block (the desktop version). My 1099-B's from Fidelity are over 200 pages. They wouldn't import at that size but you could manually group by Symbol and report Proceeds and Cost basis. I did that for my first few years, doing my own taxes, and never had a problem with IRS. With an S-Corp, you should have an accountant do your taxes. It gets complicated depending on how much you have the S-Corp handle in terms of health insurance, retirement accounts, and salaries. I hope that helps. Good Luck!
Hi Onder, It requires so many different technologies to compensate for Fidelity not having a public API. Thanks for checking out the channel. Good Luck!
Hi J Leo, I haven't created a follow-up, but haven't used this solution much lately. You are right, though. Fidelity doesn't have a public API which makes it very "clunky" to do order entry this way. I haven't given up, but have been talking with others on the web about alternatives. Good Luck!
@@ThinkTradeProfit Thank you for following up.. You stop creating video ? why too time consuming or not day trading anymore ?? Have you heard of Bookmap ??
Thanks for great educational video. I use Fidelity active trade pro platform to learn trading and I have margin account. Learning buying and selling 5 to 10 shares. When I do short selling my account shows "Pending activity" for months. I don't whether it gets credited to my account or not. Please advise me if I am doing anything wrong. Thanks again
Apologies for the delayed reply. I missed this question previously. I do not think you're doing anything wrong and I have not seen that message before. Call Active Trader Support, the customer service is amazing. They can figure it out if you haven't already. Thanks for supporting the channel. Good Luck!
Hi FilippSlipchenko, That older version was not very easy to share or setup for most people. I have some new ideas that I am excited about. Will share soon. Good Luck!
Hi HicktownHunting, Thanks for the interest in this and for supporting the channel. There is more to share. I've developed a bit more and solved many bugs since the original video. Planning to use this Friday to get the next video out. Good Luck!
Interesting video!, have been using a fidelity quantitative trading program that has been giving me a return of .08-1.8% return a day. Is this similar?
Hi Joe, Thanks for the interest in this. Mostly, it is a way to introduce an automated strategy using Fidelity specifically and getting around the fact that they do not have an API to directly integrate with. The Tradingview scripts underneath can be shuffled as needed and all the coding for the strategy lives there. It's a bit clunky. I wish it were faster, but on the 5-minute time frame it serves its purpose. Interested in how the orders for your Fidelity quantitative trading program are entered. Good Luck!
This is an interesting idea! Will this work for non-day traders as well? I'd imagine going long would definitely have more risk for running a bot like this.
Hi Jeb, I think it could have uses for any time frame of trading. Swing Trading, Long Term trading, etc. I think the focus would be on Indicator & Strategies on tradingview.com that suit your objectives and goals. Then, "wire" those up to the bot/python app to put in the orders when the time comes. If you weren't taking many trades per day (or getting many signals per day), you could just manually manage them from tradingview alerts. I hope that helps. Good Luck!
Hi mmm-cake, Thanks for checking out the channel. No new accounts. I still trade, but had a little burnout from creating videos, although I like helping people. I have some new ideas and projects. Hope to share some of them soon. Feel free to put any questions in the Comments sections of videos. I try to answer them all in time. Good Luck in 2024!
Hi Renz82, The stop Ioss is just a starting point. It backtested OK on stocks with a specific profile (volume, ATR). I like the dollar cost averaging idea. What would be a good time interval to add to positions? Thanks for supporting the channel!
Hi Clayton OldGold, I'm still around, but having a hard time working video editing and new ideas into a hectic schedule. Some vacationing this spring also. I really like helping people, but coming up with new ideas for videos, researching, scripting, and editing takes so much time. Feel free to reach out with any questions in the Comments section of videos. It try to answer all of them in time. Good luck and thanks for the support!
on ATP, when charting an options contract, what does green vs red mean. I would assume green = buy and red= sell but that doesnt seem to be correct. any insight? thanks
Hi Bob, Unsure of what you are referring to "when charting the Options contract". Are you looking at the chart candles? (Those colors can be changed by selecting 'Settings', but the default may be red, green). Those indicate the direction of price for the time frame of the Chart candle. In this example, price was moving up during the 1 Minute candles when green, an down when red. imgur.com/6pkNaMD Apologies if I misunderstood your question, but feel free to clarify here. Good Luck!
Hi Brad, It's definitely brittle and needs to be maintained. It's still a "toy project. I cleaned up some bugs and let it run small share sizes. It's also complex to configure and I don't know to share it with others easily without all the complexities of the setup. Install python, install selenium, they'll need at least one trading view alert, and also install/confgure ngrok. Thanks for the interest and supporting the channel. Good Luck!
Hi Sitaram, I'm still building and testing this, a work in progress. I will share when it is safe. These are the two videos that started me on this journey. I hope that helps. th-cam.com/video/Qv0oiBl3U50/w-d-xo.html&ab_channel=PartTimeLarry th-cam.com/video/TKAo_Z-hzQs/w-d-xo.html&ab_channel=PartTimeLarry
Kent, since you haven't made a new video in over a year I can only assume that you walked away from all things social and I don't blame you. After investing several years of your time, and sharing your great informational knowledge and having only 7500 subscribers to show for it?? I just discovered you today 5/30/23 and I really like your comfortable, laid-back style and that you forego the "used car salesman, sensationalistic" style that many of the TH-camrs use. From my first impression of you I can without hesitation say that you will be a significant loss to "we" active investors wanting to learn more, and I hope you RECONSIDER :) As for TD?? I can't stand the company as a whole. Make no mistake, they keep all the good trades for themselves. All the crucial info that you showed people do not get with TD T or S, the company traders DO Get and use for themselves which leaves the rest of us at a disadvantage. Hope to see you back again on TH-cam - AW
Hi A W, I really appreciate the support. I am still "here", but making videos is more time consuming than I like. I still try to answer questions and help others via the 'Comments' section of videos. A major upgrade to Active Trader Pro would get me excited again. 😀Good Luck!
Hi Britten, I have others, including one at TD Ameritrade. While I love thinkorswim, the TD Ameritrade backend is not good for executions. The Price Improvements from Fidelity add up over the weeks and months. With their merger with Schwab, I have heard quotes and prints are slightly worse (slower). I should do another one of these side by side again - th-cam.com/video/hDzOXwGovfY/w-d-xo.html Thanks for supporting the channel. Good Luck!
I really appreciate your time and showing us this testing tool.
I’d love to hear how you are doing now and what you’ve been working on since.
I use Fidelity as well
You definitely have the right idea IMO, but I don't think automated trading standalone stocks is worth it nearly as much as the leverage Options give, but definitely on the right track.
are you going to make any new videos soon : ) your a great teacher,
Have been doing this for a few years. You will get to the point of realizing your "time" variance will be your largest issue. Although I heard you speak to "longer" time based trades. This is where that process will work. In the end it comes to "something gained is better than nothing gained".
Thanks for sharing.
🖥💰
Hi DSWH,
I agree, definitely sensitive to it. Have had some "live" trading with real $ and small positions with about a 10 second delay since trade alert trigger. Logging all that info to examine and compare to backtest results. Thanks for the feedback!
Trading bots are mostly scams... but there are exceptions. You just need a lot a patience to backtest and run many bots, discard the ones that are scams and keep playing with the ones that are good. EDIT: since so many of you ask, yes I use Galileo FX . ..
@@RobinArgumido No one asked, and Galileo FX is a scam. Had to file a chargeback with my bank.
Wow, Kent! This is outstanding! While it is far beyond my ability, I simply want a system that can alert me to when a delta reaches a certain level so I can manage or take on a position I contacted Fidelity about this, and the CSR said, "gee, no one asked me about that before." Told me all I needed to know about the guy on the other end and the Fidelity representation with ATP. While I continue to use the archaic ATP since I'm seemingly "married to it," I'm looking for my edge and reaching out for other ways for data to know which trades to place. I'm really enjoying your videos this weekend. Wanna laugh? Three years go I blew off Delta.
Hi Carey,
Thanks for the support. You should look into tradingview.com and their alerts - www.tradingview.com/support/solutions/43000520149-about-tradingview-alerts/. Even with a free account, you can browse through scripts and other things available in their forums. Their charting UI has a little bit of learning curve, as well as their scripts, alerts, indicators, etc. but definitely worth diving in to see if they can help you.
@@ThinkTradeProfit I have been tinkering with Trading View a bit and also looking at alternatives that I can easily navigate. I'm really starting to look at various metrics to analyze trades going forward. Today I also really dug into the Time and Sales in ATP to find the largest lots to sniff out the whales out there (or the market maker) and what he is likely up to. I'm finally learning dealers "hedge off" their risk by moving stocks lower, and given the stock market climate we are experiencing, it doesn't surprise me this is also contributing to further downside, which is going to have a cascading effect. We can see the open interest, but let's try to narrow down who is doing what to move the market, especially on individual beaten down stocks. That would be another excellent video for you to consider so we can try to ride along and be on the right side. Many thanks!
Have spare time now and learning more about day trading. Was specifically wondering about doing something like this and found your site and information. Really valuable. Thank you. Wondering how the project was evolving and if you actually had more specifics about how to do this.
Thanks for the support and interest. I apologize for missing this comment previously. It hasn't evolved too much farther unfortunately. I've leaned toward taking the TradingView alerts, evaluating them while at the keys, and deciding on whether to take the trade.
@@ThinkTradeProfit starting off on Think or swim instead of fidelity, it doesnt' t let you really automate the trades just the strat identifiers, so I ended up in the same place sooner rather than later. Now I jus am practicing muscle memory and macros to get in an out with stops etc
this is cool because i use all of these platforms and languages but never would have thought of to in this sense
Hi jibba jABBA,
I've got more to share on this and appreciate the interest. It's a workaround because Fidelity does not have a publicly accessible API to enter trades. Thanks for supporting the channel. Good Luck!
Been waiting for another video from you! Looks like an interesting one
Agreed
Hi declan,
Thanks for the support. Another video will follow soon. I traded with the app live and have more research (and mistakes) to share.
@@thecoryguy Thanks Cory! More to come. I'm excited about this project. It will be an adventure.
Not trying to highjack Ken's channel but I found this very useful. Using 10 min chart dt based on price crossing the 20 ema. Hold until it crosses back over love it!
Hi Mastiffman,
Thanks for sharing. I'll take a look at some of my favorite stocks for this setup. Good Luck!
@@ThinkTradeProfit hey I'm not alone here. I know you've been busy. Can you say anything about the bot strat? Can you save us from the Fidelity uselessness! Lol
I inquired about this with Fidelity and said it was not supportted. I appreciate you further explaining it and that their is a way to do it. Thanks
Hi Gauntlet,
There is a way to get it done, but would be much easier if they had their own API. I have more to share. Next video will be soon. As always, thanks for the support!
Good to hear from you again. Another outstanding video. Looking forward to the next set of videos. Happy holidays, Kent.
Hi Rob!
Wishing you the best for the holidays and the New Year!
I am so interested in the trading bot. So glad I found your channel.
Hi Jermaine,
Thanks for support! Another video coming Thursday or Friday. Had two days live trading with it, some bugs to work out. Will share.
Hey Ken! Nice to see a new video!
A new video from Think Trade Profit! Loving it. Great to see you Kent.
Hi Daniel!
Wishing you the best for the holidays and the New Year!
@@ThinkTradeProfit Same to you and yours. 🎄
Wow very cool stuff. I've created my own algorithm in TraderView to assist my trades. I'm planning on replicating it using C++ (My niche) and then web sockets/JNodes to enter trades using the Alpaca Markets API. I really wish there was a Fidelity API I could interact with since I like ATP's execution. My long term investments will remain with Fidelity. Now that Charles Schwab has bought TDA I hope this lights a fire on the other 2 of the big 3 and we start getting more tools for the quant/algo daytrade space. Fidelity is really sleeping on it right now. The r/FidelityInvestments subreddit managed by Fidelity support has received lots of requests asking for a rework of ATP to be more chart friendly like TraderView. So hopefully something is brewing behind doors and eventually I get my wish.
Hi kool2btrue,
I like it! Alpaca is a great choice, and TD Ameritrade thinkorswim has some API's for order routing/placing, too. I'm with you in that I really believe in Fidelity's executions and price improvements. You sound like a much better programmer/developer than me. Good Luck!
Very interesting, definitely something I would like to know more about it. Thanks for sharing. 🙏
Fantastic video ! Thanks soo much ! I have been trading on ATP, almost since day 1. It has its drawbacks, but I love the platform and trade everyday on it. Looking forward to the results leveraging TV alerts. Thanks for everything !
Hi Tony,
Thanks for the support. There is more to come on this. I've been working through some bugs and have added some new features. Will share soon.Good Luck!
@@ThinkTradeProfit super curious if you made any progress on this ? I am SUPER interested in this ! :)
@@ThinkTradeProfit How testing is going, are you planning to publish that somehow ?
Thanks for sharing! Very interesting idea! Love the video!
Ken… this is amazing. I’ve been researching Fidelity’s bracket orders, this answers my next question of how to automate. Thank you for sharing?
Hi Tim,
The bracket and conditional orders are versatile. I'll have more to share soon. Had a "live" trading day (some success and some buggy processes). Thanks for the support!
Hey Ken, great tutorial! If you want some help troubleshooting your AWS setup, let me know. The issue you're likely running into is that Lambda doesn't run indefinitely. If you setup your python as a standalone service on a long-running EC2 instance, you'll be able to achieve what you're looking for!
Hi LvlUpInc,
I appreciate that. On vacation at the moment, but I might reach out. Good Luck!
Are you going to be posting a video where you go into more detail in your code on how to log into Fidelity and go to certain pages and input tickers and quantity of shares etc? I'd be interested in a video where you do into your code more.
We miss you my brother God bless you
Hi Ghejam,
Thanks for supporting the channel, as always. I appreciate the warm regards.
how did you get past login? i use Se with python, same as you, but when the program clicks the login button, fidelity gives a: "We're sorry, an error occurred while accessing this site. Please try again later." error. I can manually login on all browsers just fine.
I started with Selenium as well, but later on I actually managed to fully utilize Fidelity's Active Trader Pro and run it unattended in AWS cloud. Fully integrated so far - receiving quotes, history, account balances, placing /tracking trades etc. all in real time - no need for Selenium drivers. I actually have built the whole trading platform - I use ATP just for rebalancing of my Fidelity accounts, majority of trading goes through InteractiveBrokers Gateway. I have abstracted both, Fidelity and IB under IB-like API so they are identical from the consumer prospective. I was planning to make the API code for Fidelity open source, hoping to build a team and evolve the project, but I think it may break Fidelity end user agreement. Need to contact Fidelity and ask their permission publishing API wrapper against the ATP. Ping me if you are developer, interested in seeing the code and participating in the project. Fidelity actually did a very good job designing the ATP platform - it is very easy to use, I wish they opened the API.
Hi Alex,
I'm a weaker developer (previous QA background, with Java/C#, JavaScript, Python experience). Definitely interested in what you've done. I have a feeling Fidelity may decline permission for publishing the API wrapper against ATP. Let me know how that goes. I do have time to contribute to the project if it evolves and you need help with someone with my skillset. Thanks!
I am exploring to automate my options trading. I do have fidelity account. Since, they do not have an API, I would like to know whether IB has an API for options data. Since, you are familiar with them could you please confirm.
Hi Alex have u been able to trade on Fido using API ?
Our man’s got rich and left us!
Hi Jacob,
😂 Not true. Procrastination regarding video editing is the main reason. I have quite a bit of new content around this, but it's hard to "package" and share in a away that others can experiement with it. Working on it. Thanks for supporting the channel!
@@ThinkTradeProfit are you still active? I've found your videos super helpful. So thank you!
@@sportn14 Thanks for the support! I'm still active and always looking to help people. Good Luck!
A year in now, hows this workin now ?
Hi Kent, love the channel! I just found you this summer and have watched ALL of your videos. As a Fidelity ATP user and avid trader I love the idea of automated trading. My competency as a trader is high, but as a coder is low… I will be starting a job soon where I won’t be able to actively watch the market, but still want to trade so this strategy would be perfect for me if I could learn how to set things up like you did in this video. Any way you would consider making a quick tutorial video on the “set up” of this strategy…? PLEASE 🙏🏼
I'll be waiting by TH-cam for the next video 🤭. Do you think this will work during extended hours? I was starting to learn Python in my previous life, I mean job, and this has piqued my interest again. Your videos are the best!
Hi Mary,
Thanks for the support. Definitely works in premarket, I've had a live day of trading the alerts linked to the app. Some were triggered and orders were entered in premarket (unexpectedly). Will definitely be configurable for extended hours. Still working out some bugs in other parts of the app. The next video will be soon. Excited to share my findings (and mistakes). :)
Very interesting. I appreciate you sharing your experimentation on this. I'm interested to see hear your thoughts after a few months of refining your system.
Hi Kevin,
Thank you for showing interest in this. Will definitely share my findings. Still working through some refinement after removing the bugs I found in my code. It has potential, but it's been more work that I thought it would be. Good Luck!
Ooooo.. I need this, I was doing this with triggers in odd ways but dam this is rad
Hi David,
Thanks for the interest in this. I have more to share soon. Had a "live" day of real money trading. Some things worked as expected, and some things need tweaking. Excited to share.
@@ThinkTradeProfit please do, missed your content and gets me inspired. Excited to hear your learnings and how things went, i love the details btw
good work on this !!! looking forward to the real life testing ..
Hi AFAR A,
I appreciate the positive feedback. Had a "live" real money day, some successes and some bugs to work out. Next video will be soon. Thanks for the support!
cant login to fidelity with selenium anymore
I get the error "We're sorry, an error occurred while accessing this site. Please try again later." whenever I try logging into Fidelity with selenium, do u know a fix?
Hi X Chen,
Make sure you don't have multiple selenium chromedrivers still active. I think they have some automation detection to prevent hacking. Ideally, you could have your code use the same chromedriver and not keep creating new ones. That is what I do. Having some sequence that does a logout works also. In Python, it might contain:
driver.close()
driver.quit()
I think they track IP addressess and multiple login sessions from the same place for security purposes. I hope that helps. Sorry for the delayed reply, I was on vacation. Good Luck!
what are the strategies? nice to see you’re still alive
Hi Rich,
A bit unrefined at the moment, and definitely more than I have coded for and configured in the trading view alerts. More to share soon. Some success and a few bugs after letting the app run on its own. Stay tuned. Next video will be in a few days.
Part time larry is one of the first accounts i started following. Was going to try and learn python but gave up. Supposedly most of the big money trades are now all AI generated.
Hi Shawn,
I wish I would have found his channel earlier. Agreed. Algorithmic stuff (AI, machine learning) is definitely taking over. Even if you don't want to code, the Trading View alerts are a nice supplement to any normal trading you might do. Worth looking into. Next video will be soon. I have more to share. Good Luck!
Thanks for the inspiration on this. I setup a simple python flask server for the webhook and using mini mouse macro to make the trade on ATP. Takes 3 seconds to place the trade after webhook is hit.
Apologies for missing this comment previously. I like it! Nice innovation. Good Luck!
very good info if it wasn't for your video's I'd be lost with ATP
Thanks Scott! I appreciate the support and positive feedback.
What do you think of Fidelity getting rid of the custom scanner? Personally I think it sucks. Those scans helped me alot.
Hi Jay,
Agreed. The Fidelity scanner is not very helpful. Trading View is great. I also use finviz.com/. Thanks for supporting the channel. Good Luck!
@@ThinkTradeProfit Thanks for the link!
Really wanna see an extension of this. Can the same use of selenium be used for all brokers?
Want to automate trades across multiple brokerages without APIs.
Hi TJ,
Apologies for missing this comment previously. Yes, this approach with Selenium could be used with any broker that has a web-based UI for entering orders. There is a better option now, if you are on Windows, Power Automate. It is less code-writing and could be very viable. I am considering re-working this previous approach into something that anyone could adopt with minimal technical skills. What I created last year was not transferrable to those who could not code or setup the technical pieces. I'll share more when I get a prototype going. Thanks for the support and Good Luck!
I like the idea of being able to set up speed keys at Fidelity, effectively, and also some limited scripting to help manage risk. Would this work on Android and what would the differences be. Thanks! Thumbs up!
What software do you use to make your life easier when filing taxes as a TTS? Do you use MTM accounting? Do you use an S Corp? Do you have a video on those subjects?
Hi Jules,
I don't have a video on those topics, but I'll share what I've done. When I started long ago, I only used a Single Member LLC, but now have an S-Corp. I elected the 475 MTM election, but if you have a lot of long-term holdings outside of IRA's/401Ks consider it carefully because you'll liable for taxes on those gains at the end of the year even if you don't sell. I wouldn't form an S-Corp without going full-time and knowing you are going to be profitable with yearly gains of +$60-80,000 or more. Depending on where you live you'll need an accountant and lawyer setup which can easily run into a $3000/year.
Start with an LLC, deduct your expenses (software, equipment, oneline subscriptions) and make sure you have many trades spead evenly throughout the year. I've never had a problem with Trader Tax Status, but I trade a lot. I also avoided the home office deduction, and meals and trips deductions. I have friends who "write off" those and keep notes on framing them into "business acitivities", but I've always felt it's begging for an audit. You could do your own taxes with HR Block (the desktop version). My 1099-B's from Fidelity are over 200 pages. They wouldn't import at that size but you could manually group by Symbol and report Proceeds and Cost basis. I did that for my first few years, doing my own taxes, and never had a problem with IRS.
With an S-Corp, you should have an accountant do your taxes. It gets complicated depending on how much you have the S-Corp handle in terms of health insurance, retirement accounts, and salaries. I hope that helps. Good Luck!
How’s the yacht?
Looking to scale up - www.burgessyachts.com/en/buy-a-yacht/yachts-for-sale/muchos-mas-00009384 You should start playing pickleball again.
why you guys explain like 15 mins. what is it space ship!
Hi Onder,
It requires so many different technologies to compensate for Fidelity not having a public API. Thanks for checking out the channel. Good Luck!
Hi Ken, it’s been awhile not sure if you have a follow up or have just moved on as it’s hard to link an API To Fido??
Hi J Leo,
I haven't created a follow-up, but haven't used this solution much lately. You are right, though. Fidelity doesn't have a public API which makes it very "clunky" to do order entry this way. I haven't given up, but have been talking with others on the web about alternatives. Good Luck!
@@ThinkTradeProfit Thank you for following up.. You stop creating video ? why too time consuming or not day trading anymore ?? Have you heard of Bookmap ??
Thanks for great educational video. I use Fidelity active trade pro platform to learn trading and I have margin account. Learning buying and selling 5 to 10 shares. When I do short selling my account shows "Pending activity" for months. I don't whether it gets credited to my account or not. Please advise me if I am doing anything wrong. Thanks again
Apologies for the delayed reply. I missed this question previously. I do not think you're doing anything wrong and I have not seen that message before. Call Active Trader Support, the customer service is amazing. They can figure it out if you haven't already. Thanks for supporting the channel. Good Luck!
Is your setup still working and you can execute automated trading? I am very interested on scripts.
Hi FilippSlipchenko,
That older version was not very easy to share or setup for most people.
I have some new ideas that I am excited about. Will share soon. Good Luck!
Curious how the testing worked out.
Hi HicktownHunting,
Thanks for the interest in this and for supporting the channel. There is more to share. I've developed a bit more and solved many bugs since the original video. Planning to use this Friday to get the next video out. Good Luck!
I'm looking to do this just to automate portfolio rebalancing. I haven't used selenium before. Would you be interested in sharing your code?
I'm just trying to connect to fidelity, read the current portfolio weights and then submit buy/sell orders to get back to respecified weights
Interesting video!, have been using a fidelity quantitative trading program that has been giving me a return of .08-1.8% return a day. Is this similar?
Hi Joe,
Thanks for the interest in this. Mostly, it is a way to introduce an automated strategy using Fidelity specifically and getting around the fact that they do not have an API to directly integrate with. The Tradingview scripts underneath can be shuffled as needed and all the coding for the strategy lives there. It's a bit clunky. I wish it were faster, but on the 5-minute time frame it serves its purpose. Interested in how the orders for your Fidelity quantitative trading program are entered. Good Luck!
This is an interesting idea! Will this work for non-day traders as well? I'd imagine going long would definitely have more risk for running a bot like this.
Hi Jeb,
I think it could have uses for any time frame of trading. Swing Trading, Long Term trading, etc. I think the focus would be on Indicator & Strategies on tradingview.com that suit your objectives and goals. Then, "wire" those up to the bot/python app to put in the orders when the time comes. If you weren't taking many trades per day (or getting many signals per day), you could just manually manage them from tradingview alerts. I hope that helps. Good Luck!
Cool - did you create a new account? No updates in 2 years
Hi mmm-cake,
Thanks for checking out the channel. No new accounts. I still trade, but had a little burnout from creating videos, although I like helping people. I have some new ideas and projects. Hope to share some of them soon. Feel free to put any questions in the Comments sections of videos. I try to answer them all in time. Good Luck in 2024!
I like the idea. The stop loss doesn’t make sense .. how about implementing a DCA trading bot
Hi Renz82,
The stop Ioss is just a starting point. It backtested OK on stocks with a specific profile (volume, ATR). I like the dollar cost averaging idea. What would be a good time interval to add to positions? Thanks for supporting the channel!
Where did you go?
Hi Clayton OldGold,
I'm still around, but having a hard time working video editing and new ideas into a hectic schedule. Some vacationing this spring also. I really like helping people, but coming up with new ideas for videos, researching, scripting, and editing takes so much time. Feel free to reach out with any questions in the Comments section of videos. It try to answer all of them in time. Good luck and thanks for the support!
on ATP, when charting an options contract, what does green vs red mean. I would assume green = buy and red= sell but that doesnt seem to be correct. any insight? thanks
Hi Bob,
Unsure of what you are referring to "when charting the Options contract". Are you looking at the chart candles? (Those colors can be changed by selecting 'Settings', but the default may be red, green). Those indicate the direction of price for the time frame of the Chart candle. In this example, price was moving up during the 1 Minute candles when green, an down when red. imgur.com/6pkNaMD Apologies if I misunderstood your question, but feel free to clarify here. Good Luck!
Are you OK Kent?
Hi Nickolous,
I'm OK. Thanks for checking on me. I love helping people but have been a little burned out on making videos. I will return. Good Luck!
@@ThinkTradeProfit Good to here. Be safeI Good Trading!
Unfortunately, this will break if Fidelity changes there screen layouts...
Hi Brad,
It's definitely brittle and needs to be maintained. It's still a "toy project. I cleaned up some bugs and let it run small share sizes. It's also complex to configure and I don't know to share it with others easily without all the complexities of the setup. Install python, install selenium, they'll need at least one trading view alert, and also install/confgure ngrok. Thanks for the interest and supporting the channel. Good Luck!
My broker is fidelity and i am interested in this. Please help me.
Hi Sitaram,
I'm still building and testing this, a work in progress. I will share when it is safe. These are the two videos that started me on this journey. I hope that helps. th-cam.com/video/Qv0oiBl3U50/w-d-xo.html&ab_channel=PartTimeLarry th-cam.com/video/TKAo_Z-hzQs/w-d-xo.html&ab_channel=PartTimeLarry
Where did you go? Did you automate yourself to riches and leave us hanging?
Kent, since you haven't made a new video in over a year I can only assume that you walked away from all things social and I don't blame you. After investing several years of your time, and sharing your great informational knowledge and having only 7500 subscribers to show for it?? I just discovered you today 5/30/23 and I really like your comfortable, laid-back style and that you forego the "used car salesman, sensationalistic" style that many of the TH-camrs use. From my first impression of you I can without hesitation say that you will be a significant loss to "we" active investors wanting to learn more, and I hope you RECONSIDER :) As for TD?? I can't stand the company as a whole. Make no mistake, they keep all the good trades for themselves. All the crucial info that you showed people do not get with TD T or S, the company traders DO Get and use for themselves which leaves the rest of us at a disadvantage. Hope to see you back again on TH-cam - AW
Hi A W,
I really appreciate the support. I am still "here", but making videos is more time consuming than I like. I still try to answer questions and help others via the 'Comments' section of videos. A major upgrade to Active Trader Pro would get me excited again.
😀Good Luck!
@@ThinkTradeProfitGet on the list for testing the new beta version of Fid’s Active Trader Pro that is coming out soon
When are you going to do a chatgpt trading bot
You coulda just made another brokerage account?!
Hi Britten,
I have others, including one at TD Ameritrade. While I love thinkorswim, the TD Ameritrade backend is not good for executions. The Price Improvements from Fidelity add up over the weeks and months. With their merger with Schwab, I have heard quotes and prints are slightly worse (slower). I should do another one of these side by side again - th-cam.com/video/hDzOXwGovfY/w-d-xo.html Thanks for supporting the channel. Good Luck!