iwtrader User Manual(2008) - Internet Stock Trading iwtrader User Manual Stock Trading 2008 Version

Transcription

1 iwtrader User Manual Stock Trading 2008 Version

2 1. INTRODUCTION USER LOGIN USER INTERFACE OVERVIEW ORDER TICKET WINDOW Limit Order Auction Order PORTFOLIO AND ACCOUNT BALANCE WINDOW Portfolio Window Account Balance Window MARKET QUOTE WINDOW AND ORDER BOOK Market Data Window Order Book CHANGE A/C INFO USER PREFERENCE MENU Trading Market Language Logout Button USER INFORMATION DISCLAIMER USEFUL TIPS LEVEL OF SECURITY AND CAPACITY OF SYSTEM...15 ebroker Systems Ltd Copyright

3 1. Introduction The iwtrader program is a comprehensive all-in-one trading tool which enables a user to view real-time stock information; place, cancel, and change orders; monitor order status; check the account balance. 1.1 User login a. Open up Internet Explorer,the Login window will pop up(fig.1) b. If correct user name and password is typed, risk disclaimer (Fig. 2) will show up. Click on Confirm to continue, Cancel to close up the window. c. After the successful login, the All-in-one Interface will start up itself(fig.3) Fig. 1 Login Window Fig. 2 Risk Disclaimer Fig. 3 All-in-one Interface ebroker Systems Ltd Copyright

4 Login Window Correct user name and password must be typed in. If an incorrect user name or password is typed, error message will popup (Fig. 4). Click Confirm to type in the correct user name and password again. For three consecutive input of wrong user name or password, your account will be suspended (Fig. 5). You will then have to call the customer hotline to re-activate the account. Fig. 4Wrong Entry Fig. 5 Suspend account with 3 invalid login ebroker Systems Ltd Copyright

5 6) iwtrader User Manual(2008) - Internet Stock Trading 2 User interface 2.1 Overview After the successful login,the All-in-one Interface will pop up automatically(fig. The All-in-one Interface contains 3 sections: 1. Order Ticket Window 2. Portfolio and Account Balance Window 3. Market Quote and Order Book (Please contact your brokerage with market data package subscription) Fig. 6 All-in-one Interface Order Ticket Window Limit Order 1. To place order, enter the stock symbol, the quantity and the price. Then, press the Buy or Sell button according to order type (Fig. 7). 2. A confirmation box will pop up and the order can be confirmed by entering the password (Fig. 8) and press Confirm. Should Close is pressed or invalid password is entered, the order would not be placed. If the order is placed successfully,

6 the order sent confirmation message will pop up (Fig. 9) and the order detail will then be displayed in the order book. Fig. 7 Order Ticket Type Box Fig. 8 Confirm Order Box Fig. 9 Order Sent Box Over the Limit Orders If the order exceeds the credit limit or stock position, a message dialog box will pop up. This order will not be accepted and not be shown in the order book. (Fig. 10a and Fig. 10b) Fig. 10a Insufficient stock position ebroker Systems Ltd Copyright

7 Fig.10b Insufficient trading balance Auction Order The Auction order type will show with the specific entitlement (Fig.11). Type in the symbol, price and quantity by choosing the auction order type, and auction order will be placed after clicking on the Buy/ Sell button. Fig. 11 Auction Order 2.3 Portfolio and Account Balance Window Portfolio Window The [Portfolio] window shows the account s real time portfolio in all markets (Fig.12). The symbol and quantity will copy into the Order Ticker while clicking the symbol in the portfolio window, and there is another way to copy the symbol and current price in AAstocks market quote page. Fig. 12 Portfolio ebroker Systems Ltd Copyright

8 2.3.2 Account Balance Window The [Account Balance] window will display cash balance and real time trading limit of the account. (Fig.13) Fig.13 Account Balance 2.4 Market Quote Window and Order Book Market Data Window The real time market quote will be displayed in [Market Data] window.(fig.14)please contact your brokerage with market data package subscription. Fig. 14 Market Data ebroker Systems Ltd Copyright

9 2.4.2 Order Book There are different sections in the [Order Book] for orders(fig.15): Fig. 15 Order Book Date(Date Time of HK)/Order Number / Buy/Sell /Symbol/ Qty / Filled Qty /Price / Avg Price / Status / Change/ Cancel / Date(Date Time of HK) The time order initial placed. Order Number This is a reference no. generated by the system. Quote and refer to this number for any queries. Buy/Sell Buy or Sell Order Symbol ebroker Systems Ltd Copyright

10 The stock symbol of the order Qty Order quantity Filled Quantity If this is a partial complete order, this column will show the quantity filled. Price The order price Avg Price The order s average filled price Status Orders will have one of the following statuses. For orders with a Pending status for a long time or Inactivate status, cancel the order and call the customer hotline if there is any query Status Full Name Description Comp Complete Order wholly Completed Pend Pending Order stored in the system and not yet sent to the Exchange Part Partial Order Partially Completed Queu Queue Order queuing in the Exchange Inac Inactive Inactive Canc Cancel Order Cancelled Reje Reject Reject Conf Confirmed Order completed and confirmed Change Change order Cancel Cancel order Change Order 1. Select the incomplete order and click < Change >. The change order box will pop up.(fig. 16) 2. Type in the new quantity and price. 3. Enter the trading password(the change will not be submitted if wrong password entry) ebroker Systems Ltd Copyright

11 4. Click <confirm> to submit the change Fig.16 Change Order Cancel Order 1. Select the incomplete order and click < Cancel >,then the cancel box will pop up.(fig 17) 2. Enter the trading password(the cancel will not be submitted if wrong password entry) The password entry can be cancelled as to the broker s request. 3. Choose < Confirm > to proceed. Fig. 17 Cancel Order ebroker Systems Ltd Copyright

12 Trading Detail Provides trade detail while clicking order in the order book.(fig.18) Fig. 18 Trade Detail Order History Display the order history in today/2 days/last week/two weeks. 19) (Fig. Fig. 19 Order History 2.5 Change A/C Info Allow the user to change the trading password.(fig. 20) Fig. 20 Change A/C Info ebroker Systems Ltd Copyright

13 2.6 User Preference Menu User can make the following setting(fig.21): Trading Market/Language/Logout Fig. 21 User Setting Trading Market User can set the trading market as desired(fig. 22) Fig. 22 Trading Market Language User can choose the language.(fig. 23) Fig. 23 Language Logout Button Logout the system.(fig. 24) Fig.24 Logout 2.7 User Information ebroker Systems Ltd Copyright

14 The account information will be displayed.(fig. 25) Fig. 25 User Information 2.8 Disclaimer Show the disclaimer statement. (Fig. 26) Fig. 26 Disclaimer 3. Useful Tips i. Remember to change your login password regularly in order to protect yourself against others to login your account. ii. Always logout your trading screen when you leave by using the logout button. ebroker Systems Ltd Copyright

15 4. Level of Security and Capacity of System In order to protect the Internet Client, we have adopted different industrial standard and SFC security requirements including data encryption, client password authentication and protection, server certificate, firewall protection. With relevant hardware/system setting and configuration and existing networking construction of the broker firm, the concurrent user for internet trading could reach around 200 accounts at the same time. ebroker Systems Ltd Copyright