Copyright Beyond Insights Sdn. Bhd., 2012.

Transcription

1 CFD Tutorial 1 Agenda Beyond Insights Info in Face Book Halifax Platform overview Entering Trade Orders With a) Profit & Stop Loss b) Partial Profit & Stop Loss

2 Beyond Insights Documents in Face Book

3 Scroll down to select your Document/File/Recordings etc

4 Setting up your Halifax Platform for trading Open Workspace

5 Step 2 in FB Step 2: After watching video you are ready for opening the zip file Step 1. Watch this video first to get instructions for setting up Beyond Insights Preset Work Space

6 Step 3 Unzipping! Double Click here & you will immediately open Halifax

7 Step 4: You got it! Here are the three tabs

8 Step 5: Saving your Personal BI Workspace Click here to save & personalise your work space

9 Step 6: Name your workspace Type in your name BI Work Space. Then click Save

10 Step 7: Verify your workspace is saved Your Rock Star Trader Name

11 Congratulations you are good to go! Your Rock Star Trader Name here

12 Beyond Insights Workspace Your Instant preset Trading Set Up for your Halifax platform. 3 3 Major & Important Tab features 1. CFD Trade 2. Charts 3. Subscription

13 Major Features of Halifax Platform CFD Trading

14 CFD Trading Trades Positions in Open Positions

15 When you cant find your Trades Positions in Open Positions

16 Open Orders For all your Trade Orders yet to be executed iepending Orders & all Limit & Stop Loss Orders

17 Example of Limit & Stop Loss Orders

18 Check your accounts & past Trades info in Account Statement. Demo version not activated

19 Check your trade activities in Demo via Account Open Activity Log

20 Activity Log to access info for both Demo & Live accounts

21 Activity Log info list

22 Charts Tab in BI Workspace has Charts with different chart preset indicators for your reference

23 2 nd Chart from left has 3 EMA loaded

24 Chart 3 with all BI Indicators loaded

25 3 rd Tab for Live feed subscription & Trading Info

26 3 rd Tab for Live feed subscription & Trading Info: Commissions etc

27 3 rd Tab for Live feed subscription & Trading Info: Interest Rates

28 Interest Rates calculation No of Units x Share Price = Value of Shares 1 Unit x $600 per Share=$600 Interest: 600 x (Libor Rate %Margin) x (0.0025% %) 365 = $0.05 x 1 Unit = 0.05c Per Day

29 Important Note Please Ensure you follow Money management rule of 2% risk per Trade Therefore always enter the correct size per trade Please do not have Total open positions that exceed 50% Margin of your capital All the above examples are for educational purposes only

30 Halifax Tutorial Order Entries How to enter a Pending Order How to change your Open Position to a) Full Profit Target and b) Partial Profit Target Part 2: How to enter a Market Order We are using MSFT & US Tech 100 with 100 Units as an example Note: All Stock Ticker, Prices, Units, Target Prices & Stop Loss levels are for samples Trades only

31 Entry for Pending Trade Order

32 Ensure you select USD Account when trading US Markets: For Live Accounts Only

33 Entry for Pending Trade Order Right click on CFD Stock

34 Pending Trade Order Window

35 Entry for Pending Trade Order Please note: Live account Commission & Margin defers from Demo Check correct Stock & Ticker Check correct Order: Buy or Sell Pending Orders so choose Limit Commission Full value of Stock Margin required by broker Order is Good Till Canceled Check Live or Demo account Select Number of Units Change your Entry Price here Interest by Broker Change your Target Profit Price here

36 Entry for Pending Trade Order Change your Target Profit Price here Change Stop Loss here

37 Check & Confirm your Order

38 Order Placed: Print out to keep records of your trade. Demo version don t have trade history only activity log

39 Check your order in Open Orders

40 When your Pending Order gets Filled and has now moved to Open Position Your Pending Order Entry Price is Hit and now becomes an Open Position Trade The Trade is now Live *Please note that your Trade Order MUST be in Live Open Position to be able to take the following steps

41 To access New Open Positions if you cant see your trade Select Trading Click on Open Positions & then Click on New Open Positions New Open Positions Window Pops out

42 Check & verify your Trade Order filled & in the Open Positions Check your stock in Open Position

43 Change your order to take Full Profit for 50 units AFTER your order is in Open Position Highlight both line orders & Right Click Click on Change Order

44 Change your order to take Full Profit at 50 units AFTER your order is in Open Position

45 Confirm your Full Profit Order at 50 Units

46 Order Accepted & Changed

47 Part b: How to Set & Complete Partial Profit Target So Far you have Changed your Pending Order to take Full Profit at We will now initiate another Linked Trade called OCOOne Cancel Other Meaning the trade Order will be linked to your original Buy Order of 100 Units MSFT

48 How tolink order to take Partial Profit AFTER your order is in Open Position Part b: Select the same stock in Watchlist Click on CFD Orders Right Click on your Stock

49 How to change your order to take Partial Profit AFTER your order is in Open Position Change the Price to Ensure same number of units for Stop Loss. Stop Loss level remains the same

50 Order Confirmation

51 Order Done for Partial Profit

52 Verify your Partial & Full Profit in Open Orders Ensure Sell for your BUY position Target Price for full profit. Stop Loss remains Number of units now match Total stock of 100 Units Partial Profit Stop Loss remains

53 Part 2: Trade Entries at Market Step by Step to enter a trade at Live Market Steps to set your Partial & Full Profit taking settings Stop Loss settings Note that CFD Trade is available only at Market opening time. We are using US Tech 100 as an example Please note all Stock Ticker, Prices, Units, Target Prices & Stop Loss levels are for samples Trades only

54 How to enter a Trade Order at Market iecurrent Market Price when market is open Right Click on CFD US Tech 100 Live Market Click on CFD Trade

55 How to enter a Trade Order at Market Steps to do Partial & Full profit Targets

56 How to enter a Trade Order at Market Activating your BUY/SELL ticket window Change to 100 Units

57 How to enter a Trade Order at Market Note that you would need to click on the Enable button to see the Buy & Sell Click on Buy to Trade

58 This two Ticket window will appear Set your Full Target Profit & Change 100 Units to 50 Also set your Stop Loss level Then Print your order

59 After changing your Unit quantity click Place Order

60 Confirm your Order then click OK

61 How to enter a Trade Order at Market

62 Entering an OCO (One Cancel Other) for 2 nd Profit Target Right Click on US Tech 100

63 Your confirmation needed for execution

64 Always Print out your Trades for your Trading plan

65 Check your Partial & Full Profit Targets in Open Orders

66 Trades all done! Well done you have completed the lesson! Please note all the above examples are for educational purposes only We would strongly recommend you follow the Money Management rule to succeed in your trading Happy trading from all of us at Beyond Insights