KGI HK SP Mobile User Manual

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Transcription:

KGI HK SP Mobile User Manual Version 1.1 May 2013

Contents 1 Login Process... 3 2 Home Menu... 5 3 Quotes and Orders... 6 3.1 Quote List... 6 3.2 Add product quote (with product code)... 7 3.3 Add product quote (without product code)... 8 3.3.1 HK Futures & Global Futures... 8 3.3.2 Futures Options... 9 3.3.3 Spread Futures... 11 3.4 Orders... 12 3.4.1 Place Order... 12 3.4.2 Modify Order... 14 3.4.3 Cancel Order... 15 3.4.4 Active and Inactive Order... 16 4 Transaction Info... 18 5 Account Info... 20 6 Cash Info... 20 7 Change Password... 21 8 Logout... 21 Page 2

1. Login Process 1. After downloading and installing KGI HK SP Mobile app, the icon will appear as below. 2. The following screen will appear after pressing on the KGI HK SP Mobile. 3. Input your User ID and Password (same as the User Name and Password in efo SP ), then press [Login]. Note: As KGI HK SP Mobile and efo SP share the same password, change of your password in KGI HK SP Mobile will result in change of password in efo SP simultaneously. Page 3

4. Duplicate login KGI HK SP Mobile does not allow user login to more than one system simultaneously, it will be treated as multiple login. The first session will then be automatically logged out. 5. Upon successful login, the disclaimer would show. 6. Read the disclaimer carefully and press [Agree] to enter the home menu. Page 4

2. Home Menu 1. After successful login, home menu will display the following items: i. [Quotes and Orders] ii. [Transaction info] iii. [Account info] iv. [Cash info] v. [Change Password] vi. [Logout] 2. Language At the top of the menu, you can select language to display for KGI HK SP Mobile. Page 5

3. Quotes and Orders 3.1 Quote List 1. Press [Quotes and Orders] to view the quote and to place order. 2. Select [+] [-] to add or delete product quote. Page 6

3.2 Add product quote (with product code) 1. Input product code directly. 2. Press [Save]. 3. Complete adding product quote. Page 7

3.3 Add product quote (without product code) 3.3.1 HK Futures & Global Futures 1. Input the product name into [Product Code], press [Futures]. 2. Select month. 3. Press [Save]. Page 8

3.3.2 Futures Options 1. Press [Futures Options]. 2. Press the black select box to select Product Code. 3. Press the black select box to select Month. Page 9

4. Press the black select box to select the Call/Put. 5. Press the black select box to select the Strike Price. 6. Select target Futures Options, then press [Save]. Page 10

3.3.3 Spreads 1. Input the product symbol into [Product Code], press [Spreads]. 2. Select product. 3. Press [Save]. 3.4 Orders Page 11

3.4.1 Place Order 1. Select a product from the quotes list. 2. After entering the order input screen, you can view the following window items. Reload information Market price depth Stop streaming quote T+1 option Inactive order option Auction order option Qty field, press [+] / [-] to increase or decrease qty. Price field, press [+] / [-] to increase or decrease the price Page 12

3. Input the price and quantity, press [BUY] or [SELL]. 4. A blue window will pop up displaying all order details. Please confirm that all items are correct. If you want to modify or cancel the order, press [Cancel]; otherwise, press [OK]. Page 13

3.4.2 Modify Order 1. Press to modify order. 2. Price and Quantity can be modified. 3. A blue window will pop up displaying all modified order details. Please confirm that all items are correct. If you want to modify or cancel the order, press [Cancel]; otherwise, press [OK]. Please note that modified order made through KGI HK SP Mobile does not include modify Auction Order, modify Conditional Order and increase quantity of the order. Page 14

3.4.3 Cancel Order 1. Press to cancel order. 2. A blue window will pop up displaying all order details. Please confirm that all items are correct. If you want to modify or cancel the order, press [Cancel]; otherwise, press [OK]. Page 15

3.4.4 Active and Inactive Order 1. Press to inactive the order. 2. A blue window will pop up displaying all selected items. Please confirm that all items are correct. If you want to modify or cancel the order, press [Cancel]; otherwise, press [OK]. Page 16

3. Press [OK], the order will change to inactive. Page 17

4. Transaction Info Press [Transaction info]. 1. Order Book - displays incomplete orders. Page 18

2. Position - displays account position. 3. Done Trade - displays completed orders. Page 19

5. Account Info Press [Account info], displays account details information. 6. Cash Info Press [Cash info], displays cash balances details. Page 20

7. Change Password Press [Change Password], changes your password.. Note: As KGI HK SP Mobile and efo SP share the same password, change of your password in KGI HK SP Mobile will result in change of password in efo SP simultaneously. 8. Logout Press [Logout] to logout KGI HK SP Mobile. Page 21