TRADING STOCKS ON THE PLATFORM - Saxo Bank€¦ · A uick introduction to using the SaxoTraderGO...

11
Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg 1 TRADING STOCKS ON THE PLATFORM Eq

Transcript of TRADING STOCKS ON THE PLATFORM - Saxo Bank€¦ · A uick introduction to using the SaxoTraderGO...

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

1

TRADING STOCKS ON THE PLATFORM

Eq

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

2 3

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

Fast and Simple

Designed to be fast and as easy-to-use as possible, the new SaxoTraderGO platform from Saxo is a web-based platform that can be used from any HTML5-compatible web browser, from any device.

Excellent Cross-Device Experience

SaxoTraderGO offers excellent cross-device experience between desktops, tablets and Smart Phones with the user-experi-ence very closely aligned and your watchlists and preferences follow you between devices.

WHAT IS FIRST-TIME STARTUP EXPERIENCE

Select language Regional Settings

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 buld 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 the Trading Products from the Platform menu.

• MifiD questions for the products you enabled on the platform

These settings can later be changed under Platform Settings available from the Platform Menu .

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

4 5

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

SAXOTRADER ON THE DESKTOP

Instrument Search

Account services

Account Toolbaryour account balance and margin available

Watchlist / trade Boardfor monitoring instrument prices

Position and Order Managementwhere you manage your open trade positions and orders

Information Panel today’s price movements, a simple chart and News for the selected instrument

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.

The header in the SaxoTraderGO platform offers quick access to Search to find instruments quickly.

SEARCHING FOR NEW INSTRUMENTS

FIRST-TIME STARTUP EXPERIENCE

Trading products and trading region

Setup CompleteMiFid test*

These settings can later be changed under Platform Settings available from the Platform Menu .

* This step is available only for live account.

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

6 7

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

THE WATCHLIST

Watchlist selector quickly select a customized or standard Watchlists

Edit Watchlistadd new instruments and customize the current Watchlist

My Watchlistyour own customized Watchlists

New Watchlistcreate a new (empty) Watchlist

Standard Watchlistselect pre-defined Watchlists for an exchange or region

The Watchlist is where you monitor instruments you are interested in.

Watchlist Selector

The Watchlist Selector allows you to access your own watchlists and access predefined watchlists for instruments you enabled on your platform during startup.

Custom Watchlists

You can make a copy of a predefined Watchlist and 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

Drag to rearrange instruments

Remove instruments

Move instruments up or down in the list by dragging the row.

Delete instruments from the list by clicking the Delete (X) icon.

THE WATCHLIST

The Watchlist is where you monitor instruments you are interested in.

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

8 9

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

Watchlist List Mode When in Edit, click LAYOUT to change the Watchlist type and the columns:

• Double row list Double Row allows more information to be displayed for instruments in a limited screen area.

THE WATCHLIST

The Watchlist is where you monitor instruments you are interested in.

Layout > Single Rowshow instruments on one line

Layout > Double Rowshow instruments on two lines

• Single row list (Desktop only) Single Row mode allows you to show most instruments

The Trade Ticket allows you to place trades and orders for a selected instrument and to add

your target price.

THE WATCHLIST

PLACING TRADES AND ORDERS

The Watchlist is where you monitor instruments you are interested in.

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 selected instru-ment from Overview panelSelect an instrument from:Search, Watchlist, Positions or Orders and click Trade.

Trade from your watchlistClick the price buttons.

Columns Shownhighlighted columns will be shown in your Watchlist

To add columns Drag into Columns from Columns available into Columns shown

Columns not showncolumns that cannot be shown in the available width.

To remove columns Drag columns from Columns shown into Available columns

Selecting ColumnsWhen in Edit, click LAYOUT to change the columns shown in the Watchlist:

The Columns Shown, shows the columns currently included in the Watchlist. The highlighted columns are the columns currently vis-ible in the width the Watchlist has available. To add a column to the Columns Shown, drag it into the required position in the list.

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

10 11

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

Placing a Stock Trade OrderTo place a stock trade order, select the order type from the Trade/Order selector.

PLACING TRADES AND ORDERS

Instrument priceShows the current and today’s high/low price

Order typeSelect order type from Trade/Order drop-down

Click link to add a Stop loss and/or a

Add Limit orderSelect Limit to add a related limit

Add Stop orderSelect a Stop type to add a related limit stop loss

PLACING TRADES AND ORDERS

quickly after being placed

r

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

12 13

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

MANAGING TRADE POSITIONS

MANAGING OPEN ORDERS

ACCOUNT TOOLBAR

The Position Management pane allows you to keep your open positions in focus and manage your trades.

The Order Management pane allows you to monitor and manage your open trade orders.

The Account Toolbar shows you your Account Balance available for making new cash trades your total Account Value and the Margin available for opening new Margin positions.

Close PositionFrom the Close column

Open trade positionsmanage your open trade positions

Manage Stops and Limitsadd, remove or edit stop or limits on positions

Real-time

Full position details

Open trade ordersmanage your open trade orders

Full Order details

Edit open orderClick the Edit button to change orders before execution

Cancel orderCancel orders before execution

MARKET OVERVIEW

The Market Overview panel gives an overview of price information, charts and news for instruments selected from the:

• 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)

• a Chart of the price for the selected time range from 1 day to 5 years

• any News stories

• a Company Snapshot shows the company’s fundamentals (for stocks)

Open Trade Ticket

Chart range selection

Overview Chart

Price Bar

Company News

Company Fundamentals(stocks)

Add Price Alert

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

14 15

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

CHARTS

The Chart allows you to have up to 4 charts for the selected instrument with different chart types, time periods and studies.

Full screen/restore

Chart type: Candlestick, Line...

Trade in Chart

Link/unlink to Watchlist

Technical studies

Add/remove charts

Select time period

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 *

Account services are from the Account tab at

the top of the platform and include:

• 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

* Feature available only for live account.

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

16 17

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

On Tablets

On Smartphones

PortraitOverview and Charts

PortraitWatchlists, Positions, Orders and Price Alerts

Landscapeall modules

All modules are accessed from the menu .

MenuModules are accessible through the menu

Landscapeoffers a better orientation for the chart

STOCK ORDER TYPES

Market orderOrders to buy or sell a specified instrument as soon as possible at the price obtainable in the market.

Limit Order

Limit orders are commonly used to enter a market and to take profit at predefined levels.

• Limit orders to buy are placed below the current market price and are executed when the Ask price hits or breaches the price level specified. (If placed above the current market price, the order is filled instantly at the best available price below or at the limit price.)

• Limit orders to sell are placed above the current market price and are executed when the Bid price breaches the price level specified. (If placed below the current market price, the order is filled instantly at the best available price above or at the limit price.)

When a limit order is triggered, it is filled as soon as possible at the price obtainable on the market. Note that the price at which your order is filled may differ from the price you set for the order if the opening price of the market is better than your limit price.

Stop LimitOrder

A Stop Limit order will be executed at a specified price (or better) after your specified Stop Price has been reached. Once the Stop Price is reached, the Stop Limit order becomes a Limit order to buy (or sell) at the Limit Price or better. A sleeping order, which will convert into a limit order with a separately defined limit, once the order price has been reached.

Trailing Stop Order

A Trailing Stop Order is a stop order that has a trigger price that changes.

As the market rises (for long positions) the stop price rises according to the proportion set by the user, but if the price falls, the stop price remains unchanged. This type of stop order helps an investor to set a limit on the maximum possible loss without limiting the possible gain on a position. It also reduces the need to constantly monitor the market prices of open positions.A sleeping order, where the order price is set at an initial level and a firm distance to the share or CFD, which will allow the order price to move along with market movements opposite to the order direction, and which will convert into a market order, once the order price has been reached.

Related (Con-tingent)Orders

Several types of related orders are available. An If Done order consists of two orders: A primary order that will be executed as soon as market conditions allow it, and a secondary order that will be activated only if the first one is executed. An One Cancels the Other (O.C.O.) order consists of two orders. If either of the orders is executed, the related order is automatically cancelled. 3-way contingent orders are where 2 orders are placed if a primary (If Done) order is executed. These orders are themselves related as O.C.O.

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

18 19

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

Eq

ADDITIONAL INFORMATION

PROTECTION OF CLIENT FUNDS

GENERAL EDUCATION

LEARN MORE ABOUT STOCKS

STOCKPRICES

STOCK TRADING CONDITIONS

Read more about Stocks on TradingFloor.com

STOCK SCREENER

Please note that by clicking on the above link, you agree to proceed on to the linked site where you will be subject to the terms of that linked site.

SAXO CAPITAL MARKETS Product risk categorisation

Category Risk Product Specification and Underlying Asset

Green Risk: the risk of losing the deposit is considered very small.

Difficulty in understanding the product: the product is not difficult to understand.

Bonds sovereign Bonds traded on a regulated market

Yellow Risk: there is risk of losing the deposit partially or entirely.

Difficulty in understanding the product: the product is not difficult to understand.

Bonds corporate Bonds traded on a regulated market

stocks stocks traded on a regulated market

retail funds collective investment schemes offered to the retail public in singapore

Red Risk: there is risk of losing more than the deposit.

Difficulty in understanding the product: the product may be difficult to understand.

Bonds corporate bonds not traded on a regulated market, multilateral trading facility or an alternative market place.

structured Bonds

stocks stocks traded on a secondary / alternative market

options, Futures & Forwards

Forex / stocks / Bonds / interest / index / commodities

spot FX currency crosses

contracts for difference (cFds)

single stock / stock index / commodities

exchange traded commodities (etcs)

commodities

exchange traded Funds (etFs)

Forex / stocks / Bonds / interest / index

restricted funds / Hedge funds

collective investment schemes that are only offered to certain classes of investors in singapore

trading in financial products always involves a risk. as a general rule, you should therefore only trade in financial products if you understand the products and the risks associated with them. the table shows the key products that saxo capital Markets offers to its clients as well as the associated product risk. the tradable products are categorised green, yellow or red according to the internal risk categorization of investible products.

03/15

Risk warning: You should carefully consider whether trading in leveraged products is appropriate for you based on your financial circumstances. You should be aware that dealing in products that are highly leveraged carry significantly greater risk than non-geared investments e.g. share trading. as such, you could gain and lose large amounts of money. You may sustain losses in excess of the monies you initially deposit to maintain any positions in leveraged products.

Saxo Capital Markets Pte. Ltd. | company no. 200601141M | 3 church street | #30-00 | samsung Hub | singapore 049483

Telephone + 65 6303 7788 | Fax + 65 6303 7808 | Web www.saxomarkets.com.sg | E-mail [email protected]

All trademarks and registered trademarks are the property of their respective owners.

A quick introduction to using the SaxoTraderGO platform to trade Stocks.

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

OPEN LIVE ACCOUNT

20 21

Saxo Capital Markets | Tel: +65 6303 7788 | Web Site: www.saxomarkets.com.sg

TRY FREEDEMO

EqARE YOU LOOKING

FOR MORE PRODUCTS?

Speed. Execution. Range of instruments.

Try a free demo account at www.saxomarkets.com.sg

Forex180+ crosses

Eq Stocks19,000+ Instruments

0C Contract Options

70 contracts

ETFs/ETCs2,500+ Instruments

Eq

F

Stock Options200 Options

Eq0

FX Options45 crosses0

CFD CFDs9,000+ contracts

Fu Futures200 contracts

Bonds6,000+ instruments

Bo

Contact Information:

Phone: +65 6303 7788 E-mail: [email protected]