Fidelity Investments Trade Bot is a desktop-focused automated trading software tool designed to interact with Fidelity’s web trading environment via secure browser automation and data pipelines. While Fidelity does not provide a fully open trading API, this bot uses a hybrid system of authenticated browser sessions, scraping-safe polling, and rule-driven interaction to maintain precision and compliance with reasonable usage limits.
This tool is built for traders who dream of consistency—who prefer logic over impulse, structure over chaos, and data over guesswork.
[!IMPORTANT]
This README explains installation, setup, customization, and risk-aware strategy usage. It is not financial advice; the bot simply follows the rules you give it.
| Component | Supported | Notes |
|---|---|---|
| OS | Windows 10/11 | Primary platform |
| Browser | Chrome / Edge | Required for secure automation |
| Language Backend | Python 3.9–3.12 | Strategy engine |
| RAM | 4GB+ | 8GB recommended |
| Network | Stable | Frequent polling benefits low latency |
[!NOTE]
Accessibility settings (high contrast, large text) do not interfere with the bot’s scanning or execution systems.
Like preparing a ship for the night seas, setting up the bot requires a small ritual of organization.
FidelityTradeBot/
├─ core/
│ ├─ strategy.py
│ ├─ executor.py
│ ├─ fidelity_browser.py
│ └─ indicators.py
├─ config/
│ └─ settings.json
└─ run_bot.py
pip install selenium pandas numpy ta requests
Inside settings.json you’ll create the philosophy your bot will follow:
{
"browser": "chrome",
"watchlist": ["AAPL", "MSFT", "SPY"],
"risk": {
"maxAllocation": 0.20,
"stopLossPct": 3.5,
"takeProfitPct": 6.0
},
"strategy": {
"emaFast": 9,
"emaSlow": 26,
"rsiBuy": 30,
"rsiSell": 70
}
}
The bot will launch your browser and request manual login the first time. After authentication, it stores safe encrypted tokens.
python run_bot.py
The bot begins with a whisper: scanning prices, evaluating conditions, and logging every movement like a disciplined diarist.
Your strategy is the soul of the machine. Here’s a simple yet potent snippet:
if price > ema_fast > ema_slow and rsi < settings.rsiBuy:
executor.open_position(symbol, allocation=0.1)
elif rsi > settings.rsiSell:
executor.close_position(symbol, percent=100)
For a volatility-based exit:
stop_distance = atr * 1.8
executor.set_dynamic_stop(symbol, stop_distance)
These tools allow you to sculpt behavior to match trend, volatility, or swing logic.
flowchart TD
A[Initialize Bot] --> B[Authenticate Session]
B --> C[Scan Watchlist Prices]
C --> D{Strategy Conditions Met?}
D -->|Buy| E[Submit Entry Order]
D -->|Sell| F[Submit Exit Order]
D -->|Hold| C
E --> G[Manage Stop/TP]
F --> G
G --> C
Limit to 10–15 symbols for fast cycles.
Schedule scanning for after-hours or pre-market depending on your strategy.
Running the bot on a low-latency VPS improves stability—useful for active intraday systems.
The bot mirrors normal user interaction through the browser and respects rate limits. It does not bypass protections or act outside user permissions.
Yes—bracket logic is built into executor.py.
It attempts token refresh first. If unsuccessful, it pauses trading safely.
Yes—drop your scripts into core/indicators.
Browser-based execution is not ultra-high-speed. Swing, intraday, and rule-based positional trading are more ideal.
In the storm-lit world of finance—where every candle is a question and every chart a quiet argument—the Fidelity Investments Trade Bot stands as a disciplined ally. It brings structure where emotions fail, consistency where fatigue sets in, and clarity where noise clouds judgement.
Let your bot handle the rhythm of execution while you guide it with strategy, vision, and intention.
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