iphone Application User Guide

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2 iphone Application User Guide Download the Windsor Brokers Ltd iphone Mobile trading application directly from our website. Download Mobile Trader Platform Once it is has been installed on your device, you may choose one of the two options which will be shown on the screen: 1. Login to Existing Account (if you already hold a live / demo trading account with Windsor Brokers) 2. Open a Demo Account (if you would like to open a demo account with Windsor Brokers) Both options require you to type in the Company name or Server By typing Windsor Brokers in the provided area, two options will appear: 1. Windsor Brokers-Demo 2. Windsor Brokers-Real

3 LOGIN LOGIN AND AND PASSWORD To log into your existing trading account, select the Login with existing account option. To test the mobile application and/or to open a demo account, select the Open demo account option. Once you have selected the Login with existing account option, enter your account number and password in the required fields and then click on Sign In. Once you have selected the Open demo account option, complete all the required fields and click on the Register button on the top right hand corner in order to proceed. Note: Make sure to carefully select the account type that you wish to trade on as each account type offers different trading products and is subject to different trading conditions. Once the registration is complete, you will be provided with an account number, a password and an investor password. Click on Done to begin trading.

4 SWITCHING BETWEEN ACCOUNTS To switch between different accounts, click on the Settings button located on the top left hand corner and then on Accounts. Here you will see a list of accounts that you have previously logged into. It is possible to switch between both live and demo accounts; however, if the account that you are looking for is not on the list, you may click on the plus sign (+) icon to find, add and log into the account. To remove any unwanted account(s) from the list, swipe your finger from right to left on the account number and then click on the Delete button. ADDING AND REMOVING INSTRUMENTS To add and/or remove instruments from the quotes list, press on Quotes located at bottom of the screen. Once the quotes list appears, you may add and/or remove instruments to your liking. To remove instruments press the Edit button on the top left corner. Adding Instruments Select the instruments that you wish to add and then click on Done. Removing Instruments Select the instruments that you wish to remove and then click on the bin icon in red, located at the top right hand corner. Note: By removing certain instruments from the Quotes list does not imply permanently deleting them. You can re-add these instruments by repeating the steps above.

5 Instruments are listed under different categories. Gold and Silver for instance may be found under the Metals category. Once you have found the instrument that you are looking for, press the + icon to add the instrument to the quotes list. By pressing the > icon, the user can view specifications about the instrument such as contract size and typical spreads. To add new instruments to the Quotes list click on the + icon and then Add Symbol located on the top left hand corner.

6 TRADING VIA THE APPLICATION Send a trade request or place a pending order by clicking on the instrument that you wish to trade, and click on the Trade option in the pop up window. The Trade option will allow you to proceed to the trading menu. The Chart option will display the chart for the selected instrument. The Details button will display specifications of the instrument such as order, spread and margin requirement. You may increase or decrease the trading volume by pressing the arrows displayed on each side of volume field; the left arrow(s) to decrease the volume that you wish to trade and the right arrow(s) to increase the volume that you wish to trade. Once the desired volume, symbol and execution type are selected, press the Next button, located on the top right hand side to proceed.

7 The following menu gives you the option to set Take Profit (TP) and Stop Loss (SL) levels. You may also set the Deviation amount in pips. For instant execution, simply press the Sell or Buy button to send the trade request. Pending orders require entering the order price manually. Once the price you have typed for your order is in accordance with the spread and trading policy, the Place button lights up allowing you to place the order.

8 ORDER AND TRADE MANAGEMENT To view and/or modify existing positions in the market or pending orders, press the Trade tab located in the middle of the menu at the bottom of the screen. Press once on the order you wish to manage. A drop down menu will appear displaying information on the order. The Trade tab gives access to your open positions and pending orders. Information such as balance, equity and free margin are also displayed in this menu. To view information such as the opening date, swap charges and order id, simply tap once on the order of your choice. When in the Trade Tab, Press and hold your finger on the order you wish to close or modify. The following popup menu will appear: This pop up menu offers you the option to close and/or modify the order. It also provides quick access to trading and charting. Take Profit and Stop Loss levels can be edited or changed by choosing the Modify button.

9 Once you have edited and/or changed the Stop Loss and Take Profit levels, click on Modify to submit the new levels. Note: Order spread policy must be taken into consideration when editing these fields. To close an existing position in the market click on the Close option from the management menu. Click on the Close button displayed at the bottom of the screen. If you wish to exit without closing the position, press the Back button displayed on the top left hand corner of the screen. To close one order with another order, click on the Close by option. In order for the Close by option to work, the two orders must be of opposite direction. The volume does not need to necessarily match as the remaining amount of the two closed positions will be converted into a new ticket. The price and direction of the new ticket will be the same as the order that had a higher volume.

10 To close one order with multiple orders, press the Close by option in the management menu. Scroll up and choose the Multiple Close By option then press Done. The Multiple Close By option enables you to close one ticket with multiple tickets; i.e. 1 lot of buy order can be liquidated with up to 10 orders of CHARTING To view live prices of instruments in a chart mode, simply press on an instrument when in the Quotes Tab, then press on Chart when the popup menu appears. You may view charts in Bar, Line, or Candle formats. The button labeled M1 enables you to change the timeframe of the chart. Place your index and middle finger on the chart and slowly slide them farther away or closer to each other to zoom in or out on the chart window. To scroll back or forth, place your finger on the chart and slide it left for backwards and right for forward. To trade directly from the chart, tap once anywhere on the chart the press Trade on the popup menu.

11 ADDING INDICATORS TO CHART Tap once anywhere on the chart and press the Indicators option from the pop up menu that will appear. Press on the + Sign to add indicators to the chart. Previously added indicators are also listed in this window. You may remove and/or edit them by pressing on the name of indicators. When an oscillator is loaded, a second list appears labeled Data window. You may add indicators to this Data Window in the same way as the Main Window. To remove an indicator, press the Edit button on the Indicators menu. A red circle icon will appear next to the listed indicators and the Delete option will also be available. Click on the red circle icons so that the word Delete appears and press on the Delete button to remove the selected indicator. Note: You can only remove one indicator at a time.

12 CHART SETTINGS Press on the settings tab and then on charts. Volumes display the trade volume on each candle. Trade Levels display the price levels of your existing positions on the chart. OHLC will display the OPEN, HIGH, LOW, and Close levels of the latest formed candle on top of the chart. Below is screenshot of a chart with all the positions activated. OHLC DATA WINDOW TRADE LEVELS VOLUME

13 HISTORY To view the trading history of your accounts, press the History tab. The account history may be viewed in Daily, Weekly, Monthly or on Custom timeframes. You may also choose to view the history by instrument. Simply enter the name of the instrument into the search field and press Search. Custom period enables you to view history between the two dates as per your specification. To view the history in custom period, press the Custom button displayed on top of the window. Specify the period by selecting the to/from dates and click on ok.

14 JOURNAL The journal is a record of all the trading activities of your account(s). Connection logs to trading activity are all recorded in the journal. The text from the journal log can be copied onto clipboard. In case of errors in the application or incase of any inquiries, you may send this log to our Customer Service as reference. You may scroll back to the Journal of the day by pressing the left arrow displayed at the bottom of this menu. You may exit by clicking on the Settings button located on the top left hand corner. For further assistance regarding the iphone application, please feel free to contact us. Demo Account Users: Tel: Live Account Users: Tel:

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