UTRADE Online Trading Platform Demo

Transcription

1 UTRADE Online Trading Platform Demo 1

2 Contents Page 3 Login 8 Input Order 14 Program Trade 16 Update Order 20 Cancel Order 23 Order Information Enquiry 27 Trades 28 Client Portfolio Enquiry 29 Change Password 31 Logout 2

3 Login Select Normal Connect ; or select Has Firewall if there is a firewall for internet connection. 3

4 Login Enter User ID and Password then click GO. 4

5 Login Input the old password and new password respectively. Make sure that New Password and Retype Password must be the same. Click Update Login Password to confirm. Password must contain at least: 1. 1 Special Character (eg.:!,@,#,$,%,^,&,*) 2. 1 Lower Case Letter 3. 1 Upper Case Letter 4. 1 Numeric Digit 5

6 Login After login, window shows Security Warning, click No and enter the main window, otherwise clients could not read real time streaming (if applicable). 6

7 Login The main window are divided into 3 regions: 1.Menu region Top Left 2. Real Time Price Quote Region Top Right 3.Order Journal Region - Bottom 7

8 Input Order Click Buy or Sell icon in the main window. 8

9 Input Order Input Order Type 9

10 Input Order Input Order Type, Product (Stock Code), Price and Quantity and click OK button to place order; otherwise click Close button to cancel the order input. 10

11 Input Order If you double-click a particular price inside the real time price feed screen (if applicable), order input screen will be shown and you are only required to input the quantity and then click OK to place the order. 11

12 Input Order If you double-click a particular price inside the real time price feed screen (if applicable), order input screen will be shown and you are only required to input the quantity and then click OK to place the order. 12

13 Input Order Remark: 1. If you press + inside the Price field, it will add 1 price spread into existing price. If you press - inside the Price field, it will subtract 1 price spread from existing price. 2. If you press. inside the Quantity field, it represents 000. i.e. to enter , simply press 5 and then press. for twice. 3. Odd lot order input is not allowed for our online service. 13

14 Program Trade AyersGTS supports simple program trading. At the Order Input screen, click on the condition box. 14

15 Program Trade You could set when to send out the order by setting the nominal price higher/lower than target price. 15

16 Update Order Select Today Orders tab page in the main window. 16

17 Update Order Click the order you want to update, a popup menu will be shown. Click Update Order. 17

18 Update Order Order Update screen will be shown. Input the new price or new quantity and click Update Order to send the updated request. 18

19 Update Order Remark: 1. If you press + inside the Price field, it will add 1 price spread into existing price. If you press - inside the Price field, it will subtract 1 price spread from existing price. 2. If you press. inside the Quantity field, it represents 000. i.e. to enter , simply press 5 and then press. for twice. 3. Odd lot order input is not allowed for our online service. 19

20 Cancel Order Click the order you want to cancel, a popup menu window will be shown. Click the Cancel Order menu item to send the order cancel request. 20

21 Cancel Order If the status has been changed to CAN, the order has been cancelled successfully. 21

22 Cancel Order Remark: 1. Note that sending the cancel request does not mean that the order has been cancelled successfully. Please enquire the order to ensure whether it has been cancelled or not. 22

23 Order Information Enquiry Select the Today Orders tab page in the main window. All the orders will be shown in the table. Moreover all the order information will be automatically refreshed in real time basis. 23

24 Order Information Enquiry You can sort the orders inside the table according to different column. E.g. Status, Update/Cancel, Order No, Buy/Sell, Product, Price, Quantity 24

25 Order Information Enquiry To enquire detailed information of the order, click the order you want, a popup menu will be shown. Click the Enquire Order menu item to enquire the order. 25

26 Order Information Enquiry To enquire detailed information of the order, click the order you want, a popup menu will be shown. Click the Enquire Order menu item to enquire the order. 26

27 Trades Select the Trades tab page in the main window and trades information will be shown. 27

28 Client Portfolio Enquiry Select the Portfolio tab page in the main window and client portfolio information will be shown. 28

29 Change Password After the first login for 300 days, clients are required to change the password. To change the password, move the mouse to Profile and then click Password 29

30 Change Password Input the old password and new password respectively. Make sure that New Password and Retype Password must be the same. Click Update to confirm. Password must contain at least: 1. 1 Special Character (eg.:!,@,#,$,%,^,&,*) 2. 1 Lower Case Letter 3. 1 Upper Case Letter 4. 1 Numeric Digit 30

31 Logout To log out, click the Logout button on the main window menu or close the window. 31