1 / 33

GO TX Trader DWS Trading

GO TX Wealth Management System Chittagong Stock Exchange Ltd. GO TX Trader DWS Trading. Access Control. Login (Ctrl + L). Access through User ID and Password Restricted number of attempts Automatic session expiry Re-confirmation of password at time of order entry. Change Password.

abia
Télécharger la présentation

GO TX Trader DWS Trading

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. GO TX Wealth Management System Chittagong Stock Exchange Ltd GO TX Trader DWS Trading

  2. Access Control

  3. Login (Ctrl + L) • Access through User ID and Password • Restricted number of attempts • Automatic session expiry • Re-confirmation of password at time of order entry

  4. Change Password • Force Change of Password on first time logon • Reset password to be requested in case of expiry • Re-confirmation of password at time of order entry

  5. Trader Main Screen • Menu bar, tool bar • Index indicators • Market Watch • Tickers • Order Entry • Message Pane • Status Bar • Workspace

  6. Market Watch • Real-time update – one per market (board) • Add and customize watch lists • Market Depth • Short-cut to order entry • Columns can be added or removed from display

  7. CustomizeTicker • User-defined market ticker • Set colors and display • Add and remove stocks

  8. Market Depth (Ctrl + O) • Displayed for the selected stock • Ten levels of depth are displayed • Accessible from • Menu • Market Watch

  9. Market Information • Board Status • Index Monitor • Create Watch Lists for indexes • Index Statistics • Index-wise market information • Market Statistics • Current market information • Board Statistics • Volume and turnover for the trades done on each board • Market Movement • Trading activity over a time period

  10. Workspaces • Up to 5 workspaces can be created • Provided for important trading, market and statement screens • Settings retained after logout

  11. Getting Started

  12. Risk Management • Trader Risk parameters • Investor Risk parameters • Margins & Limits

  13. Trader Risk Parameters • Set by Risk Supervisor • Set for each individual Trader • Validated at time of order entry

  14. Investor Risk Parameters • Delivery Trading Factor • Under Settlement Stocks used for Margin • Cash Receivable used for Margin • Allow cash withdrawal • Stock Margin allowed for Delivery • Credit Margin allowed for Delivery • Ignore Margins for Foreign positions

  15. Cash Withdrawal • Withdrawal of free cash available • Amount reduced from investor’s Cash Limit • Reduces margin available for trading

  16. Margin & Limits • Cash deposited with the broker • Free cash available displayed in Cash Statement • Limit available for trading displayed in Margin Statement

  17. Order Entry & Tracking

  18. Order Entry • New Buy/Sell Order Entry • Regular • Spot • Odd Lot Buy/Sell Order Entry • Odd Lot • Bulk • Auction • Foreign

  19. Order Fill Types • Limit Orders • Good For Day (GFD) • Good Till Cancel (GTC) • Good Till Date (GTD) • ATO • ATC • Market Orders • Fill or Kill (FOK) • Minimum Fill (MFL) • Partial Fill Rest Kill (PFRK) • Partial Fill Rest Convert (PFRC)

  20. New Buy/Sell Order Entry • F2 – Buy order • F3 – Sell order • Order entry defaults may be set • Quick Order entry • Price Types • Market • Limit • Stop Limit • Stop Market • Segments • Delivery • Intra-day

  21. Odd Lot Buy/Sell Order Entry • Shift + F2 – Buy order • Shift + F3 – Sell order • Only Limit orders • Fill types for Bulk and Foreign only • GTD • GTC • GFD

  22. Local – Blotter (Ctrl + B) • Displays orders placed by the Trader, not investor • Current status of order displayed • Order history available • Modify and cancel orders • Historic data available

  23. Query Order Book • All orders placed for the investor • Current status of order • Order history • Modify and cancel orders • Historic data available

  24. Local Trade Book (Ctrl + E) • View trades on orders placed by the Trader • Trades on orders placed by the investors not visible • Traded status of each order • Average traded price • Historic data available

  25. Query Trade Book • View trades on orders placed by the Trader and investor • Trade Summary available • Traded status of each order and average traded price • Historic data available

  26. Local Trade Positions • Investor-wise • All investors • Selected investor • Stock-wise • Buy Trade position • Sell Trade position • Net position • MTM profit/loss

  27. Delivery Margin • Value on which margin is held: • Purchase value • Limit = Quantity * price • Market = Quantity * LTP * Market orders markup% • Margin held = 1/(Stock Intraday Factor * Investor’s Delivery Trading factor) * Purchase Value • Margin not held for sales

  28. Equity Margin views • View for a selected investor • Trade View • Buy/Sell Trade position • Profit/Loss • Square off open position • Order View • Buy/Sell Orders • Margin Held • Cancel option

  29. Statements

  30. Margin Statement • Margin Sources • Cash • Cash Receivables • Sale of Stock • Margin Uses • Margins held • Cash Payables • Purchase of stock • Trading Limits • Delivery • Intra-day

  31. Cash Statement • Balance in cash account • Free cash available used for • Purchases • Transfer • Withdrawal

  32. Stock Statement • Holdings in Demat account • Stock activity during the current settlement • Stocks under settlement • Market value based on LTP • Facility to sell the stocks

  33. Networth • Analysis of investor’s net worth • Displays assets and liabilities

More Related