KBC Securities Trader

Transcription

1 KBC Securities Trader Welcome! This guide introduces you to the main functionality and possibilities of KBC Securities Trader. For more detailed information on each window, press F1 for Help or right-click and select Help. This guide and the help files are updated for new versions. If you have further questions, select Help Mail to Support on the main menu. Contact For all your functional questions or in case of technical problems, you can contact the KBC Securities Trader Helpdesk. Tel: 02/ Table of content 1. Starting up Workspace and Folders... 2 Adding a page... 2 Saving the Workspace... 2 Create Workspace Main menu Market Window Composite Windows... 3 Saving the composite list...3 Advanced searching...3 Deleting instruments...4 Moving instruments up/down...4 Move, sort or change columns Trading News... 5 Main news window... 5 News on a symbol Charts... 5 Intraday charts... 5 Historical charts... 5 Technical Analysis Studies Portfolio module... 6 Trades, Open Positions and Closed Positions... 6 Add Assets Manually... 6 Add Assets Automatically from Order Entry... 6 Chart Option calculator Alerts Browser Trade Ticker Linking Windows Export of data and DDE links Support KBC Securities mtrader 7 1

2 1. Starting up To start the application, double-click on the icon on your desktop or press the «Start» button and select Programs The Online Trader KBC Securities Trader. Login window The first time you start the application, a login window called «Setup» appears. Please type your provider ID (type 0 if you do not know this), user name and password and then press OK. This information is required for the application and market data information to run (notice that there is a separate login for trading). Create Workspace The first time you start the application, a dialog box appears asking if you want to create an automatic Workspace*. If you answer "Yes" to this, a standard** workspace which includes quotes, news, charts and a trade ticker is created. Note that the automatic workspace consists of multiple pages (see Chapter 2). * A "Workspace" is your working screen which includes different windows with market data and functionality. ** The automatically created workspace checks the market data permission on your user account and your computer settings to create the workspace. If your regional settings define your location to Germany and you have permission for the Xetra market, the workspace with the Xetra market will be created as the main market on the first page. 2. Workspace and Folders A workspace contains several windows with market data and functionality tailored to suite your personal needs. A workspace may contain several pages. You may at any time add other market data windows, news windows, charts etc as well as customizing colours, fonts and window sizes. Save your personalized workspace as described in chapter 2.2. Notice that each window you open requires more bandwidth from your internet connection. Intraday charts showing the longest period available («All») with minute resolution are among the heavier windows to load when starting up and you should therefore consider a shorter time period (for example 10 days) or lower resolution (for example a quarter) if there are many, many intraday charts in your default workspace. Multiple pages At the bottom left corner of your workspace, different pages are displayed. The pages work in a similar way as worksheets in Microsoft Excel. When saving the workspace, all pages are stored in the workspace file. To switch between the pages use the mouse or press the keyboard buttons «Alt»+1, «Alt»+2, etc. Adding a page To add a page, right-click on the page button and select «Add page». Please note that you cannot remove a page located between two pages, only the page to the far right may be removed. The page must be emptied before it is removed. Saving the Workspace To save the workspace, select File Save Workspace as Default or File Save Workspace as The default workspace is the workspace which will automatically load the next time you open the application. Create workspace You may at any time revert to the standard workspace the application created for you. Choose File Create Workspace from the main menu. 2

3 3. Main menu The main menu is located on the top bar. It has seven menu options: «File», «Edit», «View», «Tools», «Window», «Help» and one option that is connected to the active window. You will find the main functions under the File New menu option, or just click directly on the New icon on the icon bar: Market opens a pre-defined market window with stocks, options, indices, commodities, currency, etc. Composite opens a market window which may contain a mix of instruments from different markets. News opens a news window with one or several news sources. Chart opens a selection window to open an intraday or historical chart. Broker Statistics opens an advanced broker statistics module with real-time and historical broker data. Trade Ticker opens a vertical or horizontal ticker line displaying ticks from selected sources. Order entry opens your trading window. Basket trading opens a window to register baskets. Browser opens a browser window as part of the application. Portfolio opens a portfolio module to monitor your trades and cash in real-time. Mobile services opens a web page which describes the available mobile services. 4. Market window Select Market Select File New Market from the main menu to see a list of all the markets you have access to. For each market, the list shows the dataprovider and whether the access is real-time or delayed. Select the market you prefer and click OK. If you e.g. want to follow French stocks, select «Euronext Paris, Equities». Notice that you can save 1000 different elements at most in one workspace. Market window Each market window has multiple tabs/folders on the top row. Chains The main folder which displays all symbols for the selected market. List Define your own watchlist with symbols. To define a list, right-click on a symbol in All Quotes and select List and Add to list. Ranking An overview of today s winners, losers and highest turnover. Market Overview A graphic view of the selected market, the main market index, percentage of shares traded (calculated on Market Capitalization), symbols up/down and turnover up/down today. Symbol Overview window When you double-click on a symbol, you open a window that contains in depth information about the symbol such as order depth, symbol statistics, broker statistics, trades, historical prices and more. If you want to view another instrument, just type the ticker code in the window. Right-click on a symbol to see more options available. Tip: To quickly change the ticker in the Market window, enter the symbol/ ticker code by typing the code on your keyboard directly. 3

4 5. Composite windows The Composite window makes it possible to add any symbol you have access to in a common list. You may also mix the instruments from different asset classes like equity, futures, fixed income and currency in the same list. To add an instrument, type in the name or code and press the Add button. A list with the matching results will open. If there is only one match, the quote is displayed automatically. Saving the composite list When you save the workspace, the composite list is automatically saved. You may also save the list with a name by pressing the «Save list» button on the toolbar in the composite window. Press OK. The name will be displayed in the window caption. Advanced searching For more advanced searching, leave the text field open and press the «Add» button. A select symbols dialog box appears. In the box you may search in a specified market feed and filter down on different criteria. Note: To limit the search, a list with only the first 1000 hits will be displayed. Deleting instruments To delete an instrument in the composite list, right-click and select «List» then «Delete from List» or select the symbol + <delete>. Moving instruments up/down To move an instrument up or down, right-click and choose «List», then use the arrow or press <ctrl> + Arrow Up/Down on your keyboard. Move, sort or change columns You may at any time sort, move or change the columns. To sort: double-click on the column header. To move: drag and drop the column. To change columns, right-click on the column header and select Select Columns. A select columns dialog box appears. Then select the list of your preferred columns under «Visible columns». A list with your preferred columns will be displayed. 6. Trading The application includes integrated trading functionality. Due to security reasons a separate login is required for «Order Entry» (trading). We have written a separate user guide for this function. 4

5 7. News The application offers a number of news services that are continuously updated. You may choose between free news services or subscription based services. Main news window In the main menu choose File New News. All the available news sources are listed. Select the preferred sources and click OK. Double-click on the news headline to read the story and right-click for more options. News on a symbol Double-click on a symbol from the market window (see section «Market window») and select the news folders. Both intraday and historical news are displayed. 8. Charts The application includes an advanced charting module. Functionality includes customizing time periods, layout, default settings and more. The chart module retrieves and displays both intraday and historical data in seconds. There are more than 35 technical analysis studies to choose from in the right-click menu. Intraday charts Right-click on a quote in the market window and select Chart Intraday Chart. The default chart is a three-day minute chart. Select other time intervals in the bottom right corner (1D, 2D, 3D, 5D, 10D and All available). Up to 30 days of intraday data is available, depending on the selected symbol and resolution. Adjust the resolution by clicking on the icons for time scale in the bottom right corner: tick-by-tick, minute, 5 minutes, quarter and hour. You may also use the scroll-bars to change the time frames manually. Historical charts The Historical Chart graphs historical time series for a symbol. Right-click on a symbol in the market window and select Chart Historical Chart. In the bottom right corner you may select predefined periods such as 1 year, 1 month or a custom period. Other resolutions are monthly, weekly and daily. Technical Analysis In the charting module, there are more than 35 technical analyses models to choose from. To add a technical analysis to an open chart, right-click and choose Add study. The following analyses are available: Volume analysis: Accumulation/Distribution, Chaikin A/D Oscillator, Chaikin Money Flow, Ease of Movement, Money Flow Index, Moving Average Volume, Negative Volume Index, On Balance volume, Positive Volume Index, Price Volume Trend, Volume Bar, Volume Oscillator, Volume rate of Change. Trend analysis: Bollinger Bands, Exponential Moving Average, Keltner Channel (ATR bands), Moving Average, Parabolic Stop and Reversal, Price Channel, Triangular Moving Average, Weighted Moving Average. Momentum analysis: Average True Range, Chande Momentum Oscillator, Commodity Channel Index, Directional Movement ADX, Directional Movement ADXR, Directional Movement DI+/DI-, Directional Movement DX, High/Low Oscillator, Intraday Momentum Index, Market Facilitation Index, Moving Average Convergence Divergence, Price Oscillator, QStick, Rate of Change, Relative Momentum Index, Relative Strenght Index, Relative Volatility Index, Standard Deviation, Stochastic Oscillator, Volatility, Williams %R, Williams Acc/Dist. 5

6 9. Portfolio module The portfolio module shows an overview of all your assets in real-time. There are no limits to how many portfolios you can register and watch. To create a new portfolio, choose File New Portfolio in the main menu. Enter the portfolio name, commission and other information as shown. The portfolio can be protected by a password. To open existing portfolios, choose File New Portfolio. After the portfolio has opened, you may choose a different one by right-clicking on Portfolio and then Open portfolio. Trades, Open Positions and Closed Positions On the top bar three tabs/folders appear. «Trades» displays all your transactions. «Open Positions» displays all your individual transactions (assets). «Closed Positions» provides a complete overview of your closed trades. Add Assets Manually Add all your trades to the portfolio to monitor your investments in real-time. To add assets manually, right-click and select: Asset New Asset. Add Assets Automatically from Order Entry If you trade using the order entry module in the application, you can set up your portfolio to automatically transfer all trades into your portfolio. To get this configuration, right-click and select Properties Portfolio Setup. Your portfolio can be displayed graphically. Right-click and select chart and the preferred display, realized gain/loss, today s gain/loss, asset allocation market/entry price. 10. Option calculator The application has an integrated real-time module for calculations of implied volatility and Greek values such as Vega, Theta, Gamma and Delta. The calculation methods are Black Scholes, Black Scholes 76 and Binominal method. 11. Alerts To add an alert, right-click on a quote from the quote window and select Quote Alert. Fill in the information according to the dialog. The alerts can either trigger a sound or a pop up window. You can define as many alerts as you want. All alerts are registered in a log and you can edit them by selecting Edit in the Alert Window. 12. Browser You can integrate web pages as part of your workspace. Choose File New Browser from the main menu and type in the URL address (e.g Trade ticker To open a ticker line, go to File New Trade Ticker and select a vertical or o horizontal ticker. The ticker line continuously displays the last trades executed at the exchange. You may filter the ticker line on one or more markets, instruments types (stocks, indices, options, etc) or a selection of symbols («My List»). Trade Ticker setup The trade ticker can be configured to show flags, full name, up/down arrows, volume, broker Ids, time stamp and more. Right-click on the trade ticker line to adjust your settings. 6

7 14. Linking windows The linked windows functionality makes it possible to link different windows together so that they all display information concerning the same instrument. Changing the symbol in one window will automatically change the symbol in the other linked windows. To link windows, activate the window you want to link and select Window Link all Windows. Type in a ticker code in one window and watch the other windows change! 15. Export of data and DDE links Copy DDE Link to Clipboard («Dynamic Data Exchange» link). You can easily share information from the application with a dynamic link to other programs (e.g. Microsoft Excel). In the market window, select the data you would like to link to Excel, right-click and select Edit Copy DDE links. Go to Excel and select Edit Paste. The links in Excel will be active as long as the program is running. 16. Support The Help menu provides guidance on how to use the application. If you need further assistance, send an to support on Help Mail to Support. The link to the product web site and information about our program version and available updates are also found under this menu. 17. KBC Securities mtrader KBC Securities mtrader is the free mobile trading application of KBC Securities Trader for Blackberry, iphone and ipad. A separate manual has been written for this functionality. Discover here the manual for the app on Blackberry. Discover here the manual for the app on iphone and ipad. 7