REDIPlus Quick Start Guide

Transcription

1 REDIPlus Quick

2 TABLE OF CONTENTS Toolbar Navigation.. 3 Workspace Overview. 3 Equities and Futures Trading. 4 Options Trading..5 Order and Position Management.. 7 Quote Monitor and Charting Tool... 8 Auto-Signals. 9 Allocations and Locate Manager 10 Risk Manager 11 General Settings Properties.. 14 Hot Keys.. 15 Frequently Asked Questions 16 Support Numbers 17 2

3 TOOLBAR NAVIGATION and DESKTOP SETUP TOOLBAR NAVIGATION Floating Toolbar is used to open windows, manage workspaces, apply settings and close the application. WORKSPACE HELP ALERTS WINDOWS SETTINGS WORKSPACE ZONES Windows in REDIPlus include features like Order Management, Market Data and Trading. Workspace is your layout of Windows; manage your workflow by configuring a workspace and save it for future sessions. Settings control the system-wide application settings and configurations. Help provides troubleshooting tools and version information. Workspace Zones create workflow layouts within a workspace to quickly switch between trading styles and asset classes. Alerts enable users to view and filter messages and alerts, or re-read old alerts. SETTING UP YOUR DESKTOP A workspace is the REDIPlus window configuration. Customize yours by selecting window locations, colors and general settings. There are three workspace options available: Tailored Workspaces are pre-defined, out-of-the-box workspaces; Server Workspaces are workspaces that have been saved and backed up on REDI s servers; Recent Workspaces are recently used workspaces that are saved locally on a user s machine. 3

4 EQUITIES and FUTURES TRADING MONTAGE MONITOR (Windows > Trading > Montage Monitor) LEVEL 1 LEVEL 2 ORDER ENTRY Tips For Using the Montage Monitor In the Level 1 section users can customize fields and display product-specific worksheet data. The Level 2 montage displays the full depth of market data. The User Order (not shown) function will reflect the user s open order with an orange bar. Order Entry is permitted at the bottom of the window (also reachable via Windows>Trading>Order Entry). 4

5 OPTIONS TRADING OPTIONS SERIES (Windows > Trading > Options Series) LEVEL 1 EXPIRATION BUTTONS OPTIONS SERIES ORDER ENTRY EXCHANGE MONTAGE Tips For Using the Options Series In the Level 1 section users can customize fields to display the best bid and best offer data for underlying products or contracts. The Expiration Buttons display options contract expiration dates, and filter for the exchange and in-the-money levels. Options Series display the Call and Put option series for the selected expiration period. The Exchange Montage displays the Best Bid and Offer and size available for selected options contract on each options exchange. 5

6 OPTIONS TRADING OPTIONS MONTAGE (Windows > Trading > Options Montage) LEVEL 1 VIEW ORDER ENTRY Tips For Using the Options Montage The REDIPlus Options Montage shows the top of market for a specific option contract and allows for order entry of both single leg and multileg orders. In the Level 1 section users can customize fields to display the best bid and best offer data for underlying products or contracts. View displays the Best Bid and Offer and size available for selected options contract on each options exchange. Select a single leg contract, view the montage or select a multi-leg spread and view top of book data. 6

7 ORDER and POSITION MANAGEMENT MESSAGE MONITOR (Windows > Management > Message Monitor) Using the Message Monitor, users can view open orders, system messages, average prices, execution details and activity overviews. Quickly toggle between views by selecting the proper tab at the top of the window. POSITION MONITOR (Windows > Management > Position Monitor) QUICK FILTERS POSITION LIST PORTFOLIO DATA Tips For Using Position Monitor Quick Filters filter position data and sort the view by asset class, regional notional value, account and P&L. Position List displays open or closed positions by P&L. Portfolio Data displays portfolio totals. 7

8 QUOTE MONITOR and CHARTING TOOL QUOTE MONITOR (Windows > Market Data > Quote Monitor) Tips For Using Quote Monitor Double Click on non-editable cells in the window to launch a quick order entry window. Customizable Fields display a range of available market data. Tabs differentiate watch lists by security type or sector. CHARTING TOOL (Windows > Management > Charts) TOOLBAR CHART DISPLAY TECHNICAL INDICATOR Tips For Using Charting Tool Toolbar enables symbol input, chart duration changes, display types and indicator selections; users can also display two symbols in the same chart for comparison. Chart Display displays the selected chart type. Technical Indicator displays the selected technical analysis indicator. 8

9 AUTO- SIGNALS AUTO-SIGNALS (Right Click on Chosen Window > Auto-Signal) Auto-Signal Auto-signals are visual and/or actionable alerts based on a list of criteria set by the user. Users can set alert criteria in each REDIPlus window by right clicking on the desired field. REDIPlus will auto-fill the symbol and field data in the Signals popup window. 9

10 ALLOCATIONS and LOCATE MANAGER ALLOCATIONS (Windows > Management > Allocations) Allocations The Allocations window allows users to allocate equities and options transactions post-trade. Users can set manual, intra-day or end-of-day automatic account allocations between their accounts. LOCATE MANAGER (Windows > Management > Locate Manager) Tips For Using Locate Manager Submit Locate submits locate or record locate requests. Existing Locate enables users to view the status of all requests by symbol, whether approved or rejected, and the real-time inventory of approved locates. 10

11 RISK MANAGER RISK MANAGER (Windows > Management > Risk Manager) Risk Manager Risk Manager is available for US Equities and US Options and enables users to manage buying power, positions and gains/losses. The tool allows risk professionals to manage trader and firm risk across multiple criteria by blocking asset classes and/or individual securities from being traded. See the Risk Manager Features Matrix for more information on specific functionality. 11

12 GENERAL SETTINGS OVERVIEW (> Settings) Adjusting Settings Users can customize their REDIPlus experience by setting application level settings such as the application toolbar, window and monitors, skins and fonts, account ID and system, alerts, format, order entry and ticket. To customize individual windows, click the gear icon in the top right corner of each REDIPlus window. 12

13 GENERAL SETTINGS DEFAULTS (SelectGearIconinChosenWindow>ClickonDefaults) SELECT TAB TO DISPLAY SETTINGS Setting Defaults Users can define trading-specific parameters that apply across the application, setting defaults by exchange, product or specific symbol. Note that users must ensure their ticket default is set to Bypass unless specifically using REDIPlus ticketing functionality. 13

14 PROPERTIES PROPERTIES (Select Gear Icon in Chosen Window > Properties > Link Tab) LINK TOOL Properties Configuration Users can customize their experience by adjusting the settings within each REDIPlus window, including saving workspace layouts, adding fields, setting up Hot Keys and linking windows. Clicking the gear icon in the top right of each REDIPlus window will enable property configuration. You can also streamline your workflow in REDIPlus by linking windows. To push data from one window to another (e.g., from a montage to a chart), simply navigate to the Link tab, click the Link Tool icon and then drag and drop it into window to be linked. 14

15 HOT KEYS HOT KEYS (Select Gear Icon in Chosen Window > Properties > Hot Keys Tab) Setting Hot Keys Using HotKeys, users can customize their workflow by assigning specific actions to the keyboard keys within designated windows, such as quick order entry, populate order fields, cancels and order updates. 15

16 FREQUENTLY ASKED QUESTIONS What are the minimum system requirements to run REDIPlus? Minimum Hardware: 2.0GHz Dual Core with 8 GB RAM Operating System: Windows XP, Windows Vista, Windows 7, Windows 8 Windows Package Requirement: Microsoft.NET Framework 4.0 Connectivity: 256kb per user (512kb recommended and up to 2mb required for certain options functionality), avg latency < 300ms Can REDIPlus be installed on a Mac? No, however it will run when using a Windows emulator. Where can I download REDIPlus? From Internet Explorer, go to What products does REDIPlus support? REDIPlus is a global, multi-broker, multi-asset trading platform. Equities, Options or Futures can be traded through more than 125 brokers using the platform. Does REDIPlus have an API? Yes. Pull data by using DDE; send orders via Excel and C# using the API. What symbology does REDIPlus support? REDI supports most major symbology protocols. Where is my workspace saved within REDIPlus? The workspace is saved both locally on your PC and on REDI servers. 16

17 LOCATIONS AND SUPPORT HOTLINES New York Support London Support Hong Kong Support Dallas Support REDI Holdings LLC ( REDI ) and its subsidiaries. All rights reserved. REDI is a registered trademark in the United States and other countries throughout the world. Approved for distribution in the United States by REDI Global Technologies LLC, member FINRA, and in the United Kingdom by REDI Technologies Ltd (FCA # ). This communication is not intended to be a recommendation, solicitation or offer to buy or sell any financial instrument. Options involve risk and are not suitable for all investors. For more information on the risk of trading options, please refer to the Option Clearing Corporation s Characteristics and Risks of Standardized Options. 17