ClientPortal
Client Portal: General Settings
Trading
Posted by Alexey Iliin on 18 November 2011 05:08 PM

The Trading settings menu allows you to configure trading and confirmation defaults.

Defaults

default

 

  • Instrument - specifies the instrument used by default. This is the instrument that will be shown first when you load the Chart panel or Order Entry panel.
  • Account - default account used for trading.
  • Order type - sets the default order type in the Order Entry panel.
  • Expiration - specifies the default expiration date for orders.
  • Show SL/TP price in - specifies the mode for showing order prices. Select Offset or Absolute values.
  • Market Range - the difference between the expected fill price and actual fill price. Turning on the Use Market Range option allows you to set the maximum slippage (in pips).
  • Future Scheme - assists in choosing the name of futures. To display a postfix comprised of two symbols choose MY; to display a more clear postfix with short name of the month and year choose MMMYY.
  • When Display amount is set to lots, the amounts are shown in lots; otherwise amounts are shown in units.

To  specify additional settings for orders you first need to select Forex, Equities, Forwards, Options, or Futures.

  • User quantity coefficient field is the default increment applied to all quantity counters.
  • Default quantity (lots) specifies the default lot size for orders.
  • The Warn if quantity exceeds (lots) field allows you to select a quantity level at which the system will display a warning message.
  • You can also specify the price increment (e.g. the Limit Price field in the Order Entry panel). Price increment (Arrow) (pips) determines the increment value when pressing the Up Arrow (^) key.
  • Default offset for SL/TP (pips) specifies the default value of offset field for SL/TP.
  • Reset to default allows you to revert Settings to their default (master) values.

Confirmation

Confirmation

 

When Show deal tickets is checked, report pop-up boxes are always shown.

There are two different kinds of deal tickets:


green - tickets from the server;

red - information about margins and refusals;

 

  • When Expert Mode is checked, the system will not prompt for confirmation and send orders to the server as they are. Otherwise, it will warn you about placing a wrong order. For example, if you set the Stop Loss price to be less than the Market Bid price for a Limit Sell order, the system will show a warning message.
  • Tickets black list allows you to select accounts from which you don't want to receive trading tickets (about Open Position, Closing Position, etc.). For example, entering: account1_name, will result in trading tickets being disabled specifically for the account account1_name.
  • When Add trading operations to log is cheked, then all trading operations will be added to Event Log panel

 

Confirmations

  • When Confirm position reversing is checked, reversing a position must be approved by the user.
  • When Confirm order placement is checked, order placement must be approved by the user.
  • When Confirm order cancellation is checked, cancellation of an order must be approved by the user.
  • When Confirm order placement is checked, order placement must be approved by the user.
  • When Confirm position closing is checked, closing a position must be approved by the user.
  • When Confirm order modification is checked, modification of an order must be approved by the user.

 

Warnings

  • When Warn on close application is checked, the user gets a warning message when he tries to exit.

Comments (1)
Admin Adminov
20 August 2012 03:07 PM
checked/updated
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