Trading

Description

The program includes advanced trading functionality for active institutional- and private investors. You can enter, amend, and delete submitted orders instantaneously in just a second on one or several exchanges. The entire trading process can be accessed from a your screen allowing you to monitor and trade multiple markets simultaneously.

The program supports trading from the keyboard or by the mouse. To place an order simply press + to buy and - to sell. Read more about keyboard shortcuts

The following windows are available for Trading:

How to access

Select Trading from the main menu.

Supported order types

The program supports different Order Types depending on the exchange and asset class.

Position keeping

You can have access to one or several Portfolios (accounts). You can define your default Portfolio or select a Portfolio each time when placing an order. Each Portfolio will give you overview of all assets, limits and trading power.

Access to several Portfolios

Depending on your trading account, you can have access to several portfolios. You can select between your different portfolios when placing orders. It is also possible to retrieve account information for each individual portfolio.

Limits

Your main limits such as cash limits, trading Power, shorting limits, credit limits etc is defined on the account you are trading on. In addition you can define your own limits, use the Fat Finger Alert and more found under Trading Settings...

Trading Power

The trading power is a function of cash (C) and the associated risk market value of active buy orders (ORMV), position collateral value (PCV) and the associated credit limit (CL), the risk market values of positions (PRMV), and finally, the potential position penalty (PPP). Each of these components are given a numerical value, and TP is then calculated according to: TP = C-ORMV+ min(PCV,CL) +PRMV-PPP

The order validation rule is that if TP> 0 the order is permitted, if TP< 0 it is not. The trading power value is recalculated periodically (by default once a minute), both with reference to positions and outstanding active and offline orders. Should TP at any time be less than 0 (zero), a warning indicating the current TP value and the portfolio name in question will be given. TP is also recalculated every time a new order is entered for a portfolio, for which order validation is activated.

Defining Baskets

The program has a separate Basket Trading module where you either can define orders manually and send them in the market as a basket or you can import one or several orders from Clipboard/Excel. The Basket Trading window enables you t set default conditions or specify condition for each order. Read more

Slicing of Orders (Parent & Childs)

The program supports Parent and Child orders where you can either split an order on to different accounts or to different brokers.

Trading Algorithms

The program has been developed to support trading on different algorithms provided by brokers. Read more.

Smart Orders

Some trading providers also support automatic trading a company on multiple exchanges, so called Smart Orders.

Export of data

All data in the Trading window can be exported to text, html, excel etc.

Settings & Preferences

You can easily defined your preferred settings and preferences under the Trading settings

Automatic link to the Portfolio Module

When you trade using the Trading facility you can set up your portfolio and automatically enter all trades into the Portfolio module.

Select File | New | Portfolio and right click in the Portfolio window, then go to the Trading tab, click on the checkbox "Automatic capture orders from the Trading Window" and enter the account number of the portfolio you want to link from. All trades from the Trading account will now automatically be registered in to the chosen portfolio.