How To Use An Instrument Farm On A Computer Or Cell Phone

Transcription

1 THE NEW MARKET LINK USER INTERFACE FOR DESKTOP, TABLET AND SMART PHONE STOCKS MARKET LINK Quick start guide explaining the most important new functionalities and improvements for stocks.

2 The new Market Link for desktop, tablet and smart phone 2

3 WHAT IS THE NEW MARKET LINK Fast and Simple Designed to be fast and as easy-to-use as possible, the new Market Link platform from Julius Baer is a web-based platform that can be used from any HTML5-compatible web browser, from any device. Excellent cross-device experience Market Link offers excellent cross-device experience between desktops, tablets and Smart Phones with the user-experience very closely aligned and your watchlists and preferences follow you between devices. FIRST-TIME STARTUP EXPERIENCE When you first enter the platform, you are guided through a few short steps to set your platform up to your requirements including: Regional preferences, language and number formats Trading product and regional preferences used to build watchlists of the most popular instruments for your selected region to get you started. Note: Products not selected will be hidden to simplify the platform. You can enable these trading products under Trading Products from the platform menu. 3

4 Select language Regional Setup Trading Products Risk Warning Finished These settings can later be changed under Platform Settings available from the platform menu. TRADER ON THE DESKTOP Instrument Search Account services Watchlist Monitor your instrument prices Information Panel Displays today s price movements, a simple chart and news for selected instruments Account Toolbar Shows your available balance and margin Position and Order Management Manage and open your open trade positions and orders 4

5 SEARCHING FOR NEW INSTRUMENTS The header in the new Market Link platform offers quick access to a search-function to find instruments quickly. Click the product icon on a search result to open a menu of actions Click the product icon on a result to trade, add the watchlist, open in the chart or add a price alert. 5

6 THE WATCHLIST The watchlist is where you monitor instruments you are interested in. Watchlist Selector The watchlist selector allows you to access your own overview and access predefined watchlists for instruments you enabled on your platform during start up. Edit Watchlist Add new instruments and customize the current watchlist Watchlist selector Quickly select a customized or standard watchlists My Watchlists Shows your own customized watchlists New Watchlist Create a new (empty) watchlist Standard Watchlist Select pre-defined watchlists for an exchange or region Recent Watchlists Recently selected standard watchlists 6

7 Custom Watchlists You can make a copy of a predefined watchlist, edit it and select Copy to my Watchlists Or start with an empty list by selecting New List from the Watchlist Selector. Editing a Watchlist Select Edit to start editing a watchlist. Add new instruments to use the ADD INSTRUMENT button and searching for instruments: Add new instruments Remove instruments Drag to rearrange instruments Move instruments up or down in the list by dragging the arrow. Delete instruments from the list by clicking the delete (X) icon. 7

8 Watchlist List Mode When in Edit, click LAYOUT to change the watchlist type and the columns: Single row list (Desktop only) Single Row mode allows you to show most instruments. Edit > Layout > Single Row Shows instruments on one line Double row list Double Row allows more information to be displayed for instruments in a limited screen area. Edit > Layout > Double Row Shows instruments on two lines 8

9 Selecting Columns When in Edit, click LAYOUT to change the columns shown in the watchlist: Columns shown Highlighted columns will be shown in your watchlist Columns not shown Columns that cannot be shown in the available width. To add columns Drag from columns available into columns shown To remove columns Drag from columns shown into available columns The columns shown displays the lines currently included in the watchlist. The highlighted columns are the columns currently visible in the width the watchlist has available. To add a column to the columns shown, drag it into the required position in the list. 9

10 PLACING TRADES AND ORDERS Trade from the Watchlist You can trade instruments from the watchlist by clicking the button on the price field to open the trade ticket: Trade from your watchlist Click the price buttons to open the trade ticket. Trade from the Overview panel You can also open the trade ticket by searching and selecting instruments to open them in the overview and clicking the trade button in the header bar. Trade a selected instrument from the overview panel Select an instrument from the Search, Watchlist, Positions or Orders and click to trade. Placing a Stock Trade Order To place a stock trade order, select the order type from the trade/order selector. Instrument price Shows the current and today s high/low price Order type Select order type from trade/order drop-down Add stop loss / take profit Click link to add a stop loss and/or a take profit order to you trade order Place buy or sell order Click buy or sell to place the order 10

11 To add related orders to your order or trade, click the add related orders link: Add limit order Select limit to add a related limit take profit order to your trade Add stop order Select a stop type to add a related limit stop loss order to your trade Apply order to your trade Trade and order confirmations All trades and orders will be confirmed quickly after being placed. Trades / Orders confirmed All trades and orders are confirmed quickly after being placed 11

12 MANAGING TRADE POSITIONS The Position Management pane allows you to keep your open positions in focus and manage your trades. Open trade positions Manage your open trade positions Close positions Close positions from the close column Manage stops and limits Add, remove or edit stops or limits on positions Realtime profit or loss Full position details MANAGING OPEN ORDERS The Order Management pane allows you to monitor and manage your open trade orders. Open trade orders Manage your open trade orders Cancel order Cancel orders before execution Edit open order Click the edit button to change orders before execution Manage stops and limits Add, remove or edit stops or limits on entry orders Full Order details 12

13 ACCOUNT TOOLBAR The Account Toolbar displays your account balance available for making new cash trades, your total account value and the margin available for opening new margin positions. MARKET OVERVIEW The Market Overview panel gives an overview of price information, charts and news for instruments selected from the: Search field Watchlist Positions list Orders list The Market Overview shows: The price action, including Last Traded, Bid / Ask, today s low and high, the market status and the Bid and Ask size (for stocks) Charts for a selected time range from 1 day to 5 years Any news stories A company snapshot providing fundamentals 13

14 Add to Watchlist Add Price Alert Open Trade Ticket Price Bar Overview Chart Chart range selection Company News 14

15 CHARTS It allows you to have up to four charts for the selected instrument with different types, time periods and studies. Full screen/restore Link/unlink to watchlist Select time period Chart type: Candlestick, Line... Trade in chart Add/remove charts Techical studies Drawing tools ACCOUNT SERVICES Account services are from the account tab at the top of the platform and include: Account overview Account performance Cash management transferring funds to and from your account Subscriptions management managing subscriptions to live exchange prices, news services and equity research Instrument trading conditions Reports, statements, trades executed, dividend payments, etc. Activity log 15

16 NEW MARKET LINK ON TABLETS Portrait Overview and Charts Landscape All modules Portrait Watchlists, Positions, Orders and Price Alerts THE NEW MARKET LINK ON SMART PHONES All modules are accessed from the menu Menu Modules are accessible through the menu Landscape Offers a better orientation for the chart 16

17 IMPORTANT LEGAL INFORMATION This is intended for information purposes only and does not constitute an offer, a recommendation or an invitation by, or on behalf of, Julius Baer to make any investments. The was produced at the time of writing and is subject to change without notice. Although the information and data herein are obtained from sources believed to be reliable, no representation is made that the information is accurate or complete. Services and/or products mentioned herein may not be suitable for all recipients. Nothing in this constitutes investment, legal, accounting or tax advice, or a representation that any investment or strategy is suitable or appropriate for individual circumstances. Trading via the services mentioned in this carries a high level of risk. An investor may lose part or all of his investment. Before taking any investment decision, investors should carefully consider their objectives, financial situation, needs and level of experience. Julius Baer does not accept liability for any loss arising from the use of the information contained in this . This may only be sent into countries where its distribution is legally permitted. NEITHER THIS NOR ANY COPY THEREOF MAY BE SENT, TAKEN INTO OR DISTRIBUTED IN THE UNITED STATES OR TO ANY US PERSON AS DEFINED IN REGULATION S OF THE US SECURITIES ACT OF Julius Baer Group,

18 JULIUS BAER GROUP Head Office Bahnhofstrasse 36 P.O. Box 8010 Zurich Switzerland Telephone +41 (0) Fax +41 (0) The Julius Baer Group is present in some 50 locations worldwide, including Zurich (Head Office), Dubai, Frankfurt, Geneva, Guernsey, Hong Kong, London, Lugano, Monaco, Montevideo, Moscow, Mumbai, Nassau and Singapore. 11/2015 Publ. No. PU00412EN JULIUS BAER GROUP, 2015