🌟 Overview

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.

🎯 Features

⚡ Real-Time Market Data Scanner

• Multi-ticker price feed monitoring
• Detection of volume bursts, EMA crossovers, trend shifts
• Spreads, volatility, and ATR metrics for risk shaping

📈 Intelligent Order Execution

• Rule-driven entries and exits
• Configurable limit/market order logic
• Auto-cancel + replace system for stale prices
• Position sizing algorithms based on balance or ATR

🔐 Secure Session Automation

• Encrypted credential vault
• Browser token rotation
• Automatic login session refresh

📊 Portfolio Management Logic

• Rebalancing by percentage
• Multi-symbol scaling (laddered entries / partial exits)
• Dynamic stop-loss with trailing logic

🧠 Strategy Module

• EMA, SMA, VWAP, RSI, MACD, ATR, and custom indicators
• Conditional stacks: “If RSI < X AND price > Y…”
• Multi-timeframe confirmation (1m, 5m, 1h)

🕹 User-Friendly Controls

• Pause/resume trading
• Live log stream
• Emergency stop
• Configurable alerts (email & desktop)

Badges

🖥 Compatibility

[!NOTE]
Accessibility settings (high contrast, large text) do not interfere with the bot’s scanning or execution systems.

⚙️ Installation & Setup

Like preparing a ship for the night seas, setting up the bot requires a small ritual of organization.

1 — Extract the Package

FidelityTradeBot/
 ├─ core/
 │   ├─ strategy.py
 │   ├─ executor.py
 │   ├─ fidelity_browser.py
 │   └─ indicators.py
 ├─ config/
 │   └─ settings.json
 └─ run_bot.py

2 — Install Requirements

pip install selenium pandas numpy ta requests

3 — Configure Settings

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
  }
}

4 — Authenticate

The bot will launch your browser and request manual login the first time. After authentication, it stores safe encrypted tokens.

5 — Start Trading

python run_bot.py

The bot begins with a whisper: scanning prices, evaluating conditions, and logging every movement like a disciplined diarist.

🧠 Strategy Code Example

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.

🌀 Mermaid Diagram

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

📚 Usage Patterns & Tips

🔍 Watchlist Optimization

Limit to 10–15 symbols for fast cycles.

📉 Risk Managed Behavior

• Hard cap maxAllocation at 20–25%
• Use ATR-based stop for high-volatility tickers
• Avoid simultaneous entries across correlated assets

🌙 Off-Hours Monitoring

Schedule scanning for after-hours or pre-market depending on your strategy.

☁ VPS Deployment

Running the bot on a low-latency VPS improves stability—useful for active intraday systems.

❓ FAQ

Q1: Does Fidelity allow automation?

The bot mirrors normal user interaction through the browser and respects rate limits. It does not bypass protections or act outside user permissions.

Q2: Can it place bracket orders?

Yes—bracket logic is built into executor.py.

Q3: What happens if the browser disconnects?

It attempts token refresh first. If unsuccessful, it pauses trading safely.

Q4: Can I add custom indicators?

Yes—drop your scripts into core/indicators.

Q5: Is it suitable for scalping?

Browser-based execution is not ultra-high-speed. Swing, intraday, and rule-based positional trading are more ideal.

🌙 Final Thoughts

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.