EXANTE is an international brand name established in 2011 that aims to give its clients access to a broad range of financial instruments and markets. We designed and developed the EXANTE trading platform in-house to deliver the ultimate performance and user experience to traders worldwide.

Here’s a taster of what you can do using the EXANTE desktop terminal:

• Find investment opportunities in over 600,000 Instruments and group them under different Profiles in Watchlists
• Search for promising Bonds in the specialised Bond Screener module
• View detailed Instrument Info including trading schedule, overnight rates, margin requirements, short allowance, underlying asset, exchange specification and more
• Inspect real-time and historical data on the Chart aggregated within different timeframes, as well as raw tick data. Examine the market stance using a variety of customisable indicators and drawings, or export the data to analyse it further
• Use the Time & Sales stream or look into visualised Market Depth
• Set Price Alerts on different conditions to keep the upper hand
• Place Orders of different types and/or durations, including Trailing Stop, Iceberg and TWAP, Take Profit / Stop Loss orders. Modify or cancel active orders, e.g. create custom OCO groups. Control your Orders and see Order Details
• Get Notifications on orders of your choice
• Place orders at over 50 markets in a single click using the Click-Trade module – now with hotkeys!
• Monitor Margin Utilisation, use your assets as collateral and benefit from cross-margin trading
• Get a Summary updated in real time as well as historical summaries
• Build PnL Charts factoring in your Portfolio
• Check detailed information on your Trades and Transactions in Trade Blotter
• Employ Option Board to evaluate options
• Trade complex strategies using the Basket Trader
• Trade from multiple accounts at once using Multi-Account Trading and get Accounts Report (activated upon request)
• Convert your cash in just a couple of clicks with the Exchange module
•  

Looking for more ways to trade? Download our mobile applications for iOS and Android, take a glance at the Web Platform, or look into the automation opportunities.

The platform runs on Windows (64 bit), MacOS and Linux. It requires an Internet connection to work.

Everything else you might need (e.g. JRE 11) is already in the package. Just download the setup file and follow the Installation wizard:

Windows 64
Mac OS
Linux

The terminal checks for updates automatically but still asks you to permit the installation.

Hint: If you are experiencing any difficulties with the installation, turn off antivirus protection and run the setup file as administrator.

Download the EXANTE trading platform for your operating system!

Download the setup file and follow the Wizard to install the platform. The platform requires a stable Internet connection. If the Internet connection is available, the platform will automatically connect to our server after launch.

In the login dialogue window, enter the email address and password you specified during the website registration.

If you have not registered on our website yet, please follow the link. You will not be able to use the trading platform without a proper account.

Select the environment you want to log in to: ‘Demo’ or  ‘Live’. The credentials are the same for both options. To avoid entering your login every time, check the ‘Remember email’ box, and the application will remember your credentials. On entering the correct login and password and clicking Login, the dialogue window will disappear, and the modules will become active. 

The terminal updates automatically. Every time you launch the terminal, it checks the server for updates. The application will update without you having to download the new version.

When an update becomes available, you will see a window suggesting to reboot of the terminal:

TouchID

In order to increase the safety of your personal information, EXANTE has introduced the Touch ID functionality that is available for Mac users. 

Note! Not all Mac devices support Touch ID. If your device does not support the function, it will not appear in the menu.

The final step before you log in is to register an account. It only takes two minutes to register for the Demo version. It’s free and you don’t have to upload any documents to start. Follow the link to register!

If you have already registered, log in using the credentials you provided.

‘Live’ or ‘Demo’ defines the environment you log in. Practice your skills on the Demo account or go Live to get direct market access and perform real-time trades. Please note that market data may be delayed by 30 minutes in the demonstration mode.

Hint: Want to save your login data between launches? Tick the ‘Remember email’ checkbox.

Once you’re logged in, you will see a Tip of the Day providing hints to help you master the terminal. Read them or tick the checkbox to disable the tips:

You can reactivate the tips in the Settings – General section, 

or read them whenever you want from Help.

Thanks to its modular design, the EXANTE trading platform easily adapts to the needs of both novice and experienced traders.

The main window always features the toolbar on the left side of the screen and the status bar at the bottom. Everything else is up to you!

Add the entire toolbar from the Basic settings menu.

• Rearrange tabs as you please – just drag and drop them
• Customise tab size by dragging its boundaries

• Float tabs on top of other windows or Dock them next to each other

Hint: Using a lot of floating windows? Toggle the borderless mode by pressing Ctrl+M

• Maximise any tab to full-screen or Restore its original size

Hint: Double-click the tab header to Maximise or Restore in a snap

• Close tabs you don’t need: one by one, all but the current, all to the right, or all tabs

Hint: Want to close the current tab? Press Ctrl+W

Hint: Want to move to the next tab quickly? Press Ctrl+Tab

• Or Auto-hide unused tabs to the bottom of the main window, by right clicking on the top of the tab

The toolbar serves as the launch centre. Click any icon to open the corresponding module. If it is already opened, we’ll highlight it. If you want to open the same tab again and again, hold Shift while clicking.

Note: Some modules might only be opened once, namely: Instruments, Basket Trader, Multi Account Trading, Price Alerts, Notifications, Settings and Help.

Hint: Prevent accidental misclicks by toggling off the Trading switch on the toolbar.

The status bar reminds you if you are using the Demo environment. It also displays current time (GMT) and coloured connection status.

Need to know what every module is for? Jump straight to the description of the desired module:

• Instruments
• Chart
• Click-Trade
• Order
• Basket Trader
• Market Depth
• Watchlists
• Option Board
• Portfolio
• Price Alerts
• Trade Blotter
• Orders
• Summary
• Margin Report
• Bond Screener
• Time & Sales
• Exchange

The platform enables various shortcuts. Use various dropdown menus and make the most of your trading experience! 

Let's have a look at the various dropdown menus:

Account

Right-click on the account name, in order to open the account in one of the modules listed in the dropdown menu. This shortcut works in every module where you can see your account name (such as 'Chart', 'Order' and others). This option allows you to easily access:

• Summary for the selected account
• Margin Report for the selected account
• Overview of Open Positions for the selected account
• Overview of Trade history for the selected account
• Overview of Transaction history for the selected account
• Edit account description

Instrument

In a similar manner that you can access modules by right-clicking on the account name, you can access a set of shortcuts by right-clicking on the name of the instrument. You can do this in every module where you see the name of the instrument (such as 'Chart', 'Open Positions' and others).

Right-click on the instrument name in order to open the selected instrument in one of the modules listed in the dropdown menu. This option allows you to easily open the selected instrument in the:

• Chart window
• Click-Trade module
• Basket Trader
• View it's Market Depth
• Watchlists
• Add the instrument to Option Board
• View it's history of completed orders by clicking on Time & Sales
• View Instrument information
• Create a Price Alert for the selected instrument
• Copy Instrument

Chart

Right-click anywhere on the Chart to access the shortcuts all in one place. 

Change the appearance of the chart by right-clicking anywhere on it. This option allows you to:

• Change the timeframe of the Chart
• Change the quote source: mid trades
• Add drawings to the Chart
• Change the style of the chart: candlesticks, OHLC bars, lines
• Export chart data directly into XLS or PNG formats, or copy it into the clipboard as plain text or image
• Select indicators displayed in the Chart
• Show orders
• Show trades
• Show vertical cursor line
• Show horizontal cursor line
• Hide gaps (hide inactive trading periods, like holidays, etc.)
• Display average position
• Show indicators
• Display logarithmic scale
• Display percentage scale
• Toggle vertical scaling to manual
• Add another instrument
• Reset Layout
• Duplicate Chart
• Clear all the drawings
• Share link

The platform screen consists of the menu and modules. Each of the modules performs a dedicated function. Learn more about the individual modules: 

• Instruments
• Bond Screener
• Click-Trade
• Order
• Basket Trader
• Exchange
• Summary
• Portfolio
• Margin Report
• Orders
• Trade Blotter
• Watchlists
• Chart
• Market Depth
• Option Board
• Price Alerts
• Time & Sales

If a module contains a data table (see example - 'Orders', 'Portfolio' and others), you can use a data filtration and sorting pattern:

• Click on the column name to change the order from ascending to descending and back
• Filter the column data according to preference criteria 
• Use ‘<’, ‘=’, ‘>’ signs before a number to find the corresponding ranges
• Type a part of the word/symbol you’re searching for (see below).

You can also access the modules by right-clicking on a desired instrument in any module. Once you click, a context menu will appear so you can open the instrument in the module you need (see below).

The EXANTE trading platform allows you to link various modules and easily switch between instruments and accounts. 

By Instrument

The anchor button next to the name of the instrument in modules 'Chart', 'Order', 'Click-Trade' and 'Market Depth' allows you to link various modules:

If you click on the anchor button in multiple modules and change the instrument in one of the modules, it will automatically change the instrument in the linked modules as well. 

Example: If you link, i.e. pressing the anchor button in the 'Chart' and 'Orders' modules and choose to display a different instrument in the chart, the same instrument will simultaneously appear in the 'Orders' module.

By Account

The chain button next to your account number also allows you to link various modules.

If you click on the chain button in multiple modules and change between your accounts in one of the modules, it will automatically change the account in the linked modules as well. 

Example: If you link, i.e. pressing the chain button in, the 'Portfolio', 'Margin Report' and 'Summary' modules and  switch to a different account in the Summary window, results for the same account will simultaneously appear in the 'Portfolio' and 'Margin Report' modules.

To configure the EXANTE trading platform, open the 'Settings' menu. It is located in the bottom left corner of the application, in the toolbar:

Alternatively, it is possible to open the 'Settings' menu from the top toolbar, by clicking on 'Help' and selecting 'Settings' from the menu:

General tab allows you to choose the language of the platform. 

You can change the language by clicking ‘Settings’ on the right side of the top toolbar > ‘General’ > ‘Language’. Choose between: English, German, Russian, Spanish, French, Italian, Polish, Chinese Simplified, Chinese Traditional, Thai or ‘Auto’. ‘Auto’ means that the language of the platform will be the same as the language of your operating system. 

You can also change the default currency by clicking on ‘Displayed Currency'. Choose between the following currencies: EUR, USD, AUD, CAD, CHF, CZK, GBP, HKD, JPY, NOK, NZD, PLN, RUB, SEK, SGD, TRY or ZAR.  

You can also select the default action that is performed when you double-click on an instrument in the Instrument tree. Choose between:

• Chart (opens the instrument chart),
• Click-Trade (opens the instrument in the Click-Trade module),
• Order (creates an order for the instrument), 
• Basket Trader (adds the instrument to the Basket Trader module), 
• Market Depth (adds the instrument to the Market Depth module),
• Watchlists (adds the instrument to the Quote Monitor module),
• Option Board (available only for options, adds the instrument to the Option Board),
• Time & Sales (opens the history of the completed orders for the instrument),
• Instrument Info (displays instrument information),
• Copy Instrument (copies the abbreviated name of the instrument).

You can also set your default time zone if it differs from automatic computer setup.

Additionally it is possible to choose the:

Color scheme - set the color scheme of the desktop platform. It is possible to pick either a light or a dark theme. 

Show order confirmations - tick this option in order to receive notifications upon completed orders.

Highlight active modules - if you tick this box, every time you select a module from the top toolbar or dropdown menu that is already open, the active module will light up indicating that it is already active. 

Show tips at startup - if you tick this option, you will automatically see a new technical tip about how to use the platform every time you log in to the platform. Show side toolbar - if you tick this option, the side toolbar will automatically appear and it will be present every time upon opening the platform.

To configure notification settings, open the 'Settings' menu. It is located in the upper toolbar 'Help' → 'Settings' or in the bottom left corner of the application, in the toolbar.

You can also open 'Notifications' by clicking on the bell icon in the bottom-right corner of the screen.

Check the ‘Text’ box if you want to see text notifications of corresponding events: ‘Place’ (placing an order), ‘Fill’, 'Done', ‘Cancel’ or ‘Reject’ (your order has been rejected). 

Check the ‘Sound’ box if you want to hear sound alerts when ‘Place’, ‘Fill’, 'Done', ‘Cancel’ or ‘Reject’ events happen.

To configure chart settings, open the 'Settings' menu. It is located in the upper toolbar 'Help' → 'Settings' or in the bottom left corner of the application, in the toolbar.

The Chart tab contains settings for charts that will be applied by default to newly-opened charts.

Please note that the listed settings will not affect charts that are already open (you can manage them directly in the Chart module).

Set up your own default collection of indicators by clicking on the ‘Configure’ button in Chart settings:

Tuning other Chart settings allows setting up default quote chart layout, including:

• Aggregation interval – 'Timeframe' (ticks, minutes, hours, days, etc.)
• Source (data on bid/ask or trades and volumes)
• Chart style (candlesticks, OHLC bars or lines)
• Drawing color 

Besides that, you can configure the way your charts look. Choose whether you want to:

• Show orders
• Show trades
• Show position and average price
• Show price alerts
• Show vertical cursor line
• Show horizontal cursor line
• Hide gaps (hide inactive trading periods, like holidays, etc.)
• Show drawings on all scales
• Display Bid/Ask Chart Mode
• Use Anti-Aliasing

Organised in a tree-like structure, all available Instruments are gathered and grouped by type. Press Ctrl+I to get there in a snap!

Alternatively, open the module by clicking on 'Instruments' on the left toolbar:

No matter your preference, check which instruments you’d like to view by clicking the coloured icon. The filter icon controls visibility of recently expired instruments (derivatives mostly) and non-tradables. If you filter anything out, you will see both the visible and total count of available instruments.

Note: The search omits hidden instruments.

If you aren’t sure what you prefer to trade, navigate the tree by expanding its branches. Use keyboard arrows to navigate, expand or contract the instrument tree, or press Tab to return to the Search field.

Hint: Want to collapse the tree back to its original form? Click the folder  icon.

If you know what you’re looking for, type in a few letters from the instrument’s name, ticker, Exchange, ISIN or FIGI. The results will pop up on the screen right away.

When you find an instrument, you can proceed in a variety of different ways. Bring out the context menu, double-click to evoke the default action, or drag the instrument and drop it to another module. Right-click on the instrument to open the drop-down menu:

Hint: Want to choose a bond to invest in? Try out the dedicated Bond Screener module.

Instrument Info provides all essential information about an instrument in real time and visualises the trading schedule. Find Instrument Info by right-clicking on the chosen instrument!

Let's examine the window in more detail!

Instrument Info is visually divided in seven parts:

1. EXANTE ID, description and exchange info 
2. Current feed status
3. ‘Copy’ button that copies all instrument information on the clipboard
   1. 1. • Note! The schedule won’t be copied.
4. Colour-coded schedule 
5. Instrument-specific information
6. Instrument-specific information
7. Account-specific trading conditions, commissions and fees
8. Position of the instrument in your portfolio

Click on 'Specification' and see additional information about the instrument provided by the exchange:

Let's explore each part of Instrument Info in more detail!

• ISIN - International Securities Identification Number (US0378331005)
• FIGI - Financial Instrument Global Identifier (BBG000B9XRY4)
• Ticker - the name of an instrument in a specific exchange. The combination of Ticker and Exchange is the EXANTE ID of an instrument (AAPL.NASDAQ)
• Unit - unit of measurement applied on instrument trading. Unit is defined by instrument Type (Shares)
• Stamp Duty (not for all instruments) - whether or not a stamp duty tax is placed on the instrument 
• Levy Fee (not for all instruments) - whether or not a levy fee is placed on the instrument

• Lot size and (if applicable) Minimum lot size - describes minimum possible order quantity. The quantity traded must be a multiple of Lot size and no less than Minimum lot size (1)
• Bonds are traditionally traded in price units that differ from 1. All other instruments shall have 1 here (1)
• Contract Multiplier - indicates how many contracts one unit comprises (1)
• Type - indicates instrument type (Stocks & ETFs)
• Currency - indicates the currency in which the instrument is traded ($)
• Price step and Price step value have similar functions: the former shows minimum price digression whereas the latter shows the cost of that digression per 1 unit (0.01 & 0.01$)
• Deliverable indicates whether or not the account has any unfulfilled obligations with respect to the instrument
• Short position indicates whether you can open positions by selling an instrument you borrow from a broker (Yes)
• Required margin - sets an amount needed to trade an instrument. For some instruments, it depends on the trade side: you will see exactly how it varies whether you are buying or selling (26.02$)

Information on instruments that belong to other asset classes may also include:

• Underlying - specifies the Underlying itself (AAPL.NASDAQ - Options contract on Apple stock). You can open the context menu or drag and drop the underlying into other modules
• Expiry date - expiration date for derivatives is the final date on which the derivative is valid. After that time, the contract expires (19.03.2021 22:00)
• Overnight rates - applicable when you hold an asset for several days. A positive value here means you will get money for storing the asset stored in your EXANTE account 
• Concentration rate - leverage rate applied when a position risk (position value * concentration leverage) exceeds the account balance
• Leverage rate - indicates a proportion of your money in a trade. A leverage rate of 100% means the position will be totally covered by your own assets. A leverage rate 2% implies a 1:50 leverage
• If you’re frequently using margin trading, please pay attention to Leverage rate, Concentration rate and Required Margin.

Explore the platform

EXANTE clients have direct access to over 50 markets. A quick search by Apple's ISIN shows that Apple stocks are available for trading at least at three venues: Börse Frankfurt, London Stock Exchange, Xetra, MICEX and NASDAQ. Compare trading schedules and conditions and cash in on these data!

You can find the 'Chart' module in the upper menu by clicking on 'Quotes' → 'Chart' in the toolbar under the 'Quotes' segment, or in the left toolbar under the 'Quotes' segment.

The Chart module is one of traders’ key tools. It updates in real time and shows current market quotes. 

To open an instrument in the 'Chart' module, you can:

• Drag and drop the instrument in the 'Chart' module
• Open the 'Chart' through an instrument's context menu
• Hold ‘Alt’ while drag-and-dropping and add another instrument on top of the existing Chart
• Control the instruments you added to the first one in the Indicators menu. Open it by double-clicking the indicator’s legend in the bottom-left corner of the Chart.

This is the Chart toolbar:

Hide it by pulling the bottom border up and down or by pressing ‘Ctrl+e’. This will allow you to fit more information on the screen.

Use the toolbar to select the necessary level of chart detalisation: down to a tick, minute and other timeframes. You can also adjust the scale of the chart image by scrolling the mouse wheel.

The fee status icon is located in the upper-right corner of the Chart. Hover the mouse cursor over it to see the market schedule:

To change the layout of the Chart:

• Adjust the scale of the chart by turning the mouse wheel
• To get the full picture, switch between tick data (if available) and various aggregated timeframes – from 1 minute to 1 month!

• You can also switch the quote source: select Mid or Trades.

Note: If there’s no trade data for the instrument, switching won’t be available.

Click on the gear icon from the Chart toolbar to open the 'Chart tools' sub-menu

• Select the Chart style: coloured OHLC bars, candlesticks or lines

• Toggle orders: show orders
• Toggle trades: show trades
• Toggle vertical cursor line: show vertical cursor line
• Toggle horizontal cursor line: show horizontal cursor line
• Toggle gaps: hide gaps (hide inactive trading periods, like holidays, etc.)
• Toggle logarithmic scale: display logarithmic scale
• Toggle percentage scale: display percentage scale
• Toggle average position visibility: display average position
• Add another instrument to the chart
• Indicators: add indicators on the Chart (they will be displayed on the current Chart only). Edit them through the menu or double-click on the indicator’s icon in the bottom-left corner of the Chart.

The module presents an extensive selection of indicators:

Note: To place some indicators on all charts you open, Go to 'Settings' -> 'Chart' and click ‘Indicators’. Pre-set and customise them to your liking!

Press the pencil icon to add Drawings to the Chart!

• To select a drawing, just click on the desired object
• Double-click the drawing to edit it
• To copy the drawing, select the item and press ‘Ctrl+d’: 
• To erase the drawing, select the item and press ‘Del’, or press the eraser icon on the right from the pencil
• To clear all of the drawings, click on the   icon on the chart toolbar.

Do you want to analyse the data further?

• Export chart data directly into XLS or PNG formats, or
• Copy it into the clipboard as plain text or image

Context menu

Right-click anywhere on the chart in order to open the drop-down menu.

Note: Click on 'Share link' at the bottom of the dropdown menu, in order to replicate the Chart. When you choose this option, a deeplink is automatically created and copied to the clipboard. The deeplink contains information of the instrument, stock exchange and time frame and is presented in the following format:

https://link.exante.eu/#instrument=AMZN.NASDAQ&timeframe=1hour

When you follow this link from a browser or messenger, a message will pop-up:

And you'll be able to open the platform and see the exact same chart. 

Trading from Chart

The EXANTE trading platform allows you to open, modify or close orders in the 'Order' module by clicking on the chart price axis.

The Сhart is cursor-sensitive, so when you click on the vertical axis you create an order at the selected price level. It will directly appear in the ‘Order’ module that will show up on the right side of your chart. Next, you specify the quantity you wish to trade and push the ‘Sell’ or ‘Buy’ button. Your orders will directly appear as tags on the chart price axis: sell and buy orders are marked with different colours.

• Click the desired price to open the pre-filled Order module for Limit order, or
• Click the desired price while holding ‘Alt’ to do the same for Stop order
• Click a single active order on the Chart to select it.
• Click the red cross to cancel the selected order

• Right click on the order to add Take Profit and Stop Loss, Replace or Cancel in the context menu

The Indicators window allows you to add, remove or customise some of the indicators that will help you to analyse the Chart.

To open the Indicators window, open the 'Chart' module → click on the gear icon to open the Chart toolbar → click 'Indicators'.

The sections 'Parameters' in the module allows you to customise the indicators by selecting their color, oversold bound size and other features. The window presents an extensive selection of indicators:

• ADX (DMI) — Average Directional Index — indicates the strength of the trend with configurable parameters:
  • Period
  • Signal line (level)
  • ADX line (color)
  • + DM line (color)
  • - DM line (color)
• ATR — the Average True Range — indicates market volatility with configurable parameters:
  • Period
  • Color
• Aroon - indicates the change of trends with configurable parameters:
  • Period
  • Horizontal line (level)
  • Oversold bound (level)
  • Overbought bound (level)
  • Up (color)
  • Down (color)
• Bollinger Bands — the indicator that shows if an asset is overbought or oversold. Users can configure:
  • Period
  • K (times multiplicator)
  • Color
• CCI  — Commodity Channel Index — this oscillator indicator helps determine when an investment vehicle is reaching a condition of being overbought or oversold. Users can configure:
  • Period
  • Upper bound (level)
  • Lower bound (level)
  • Color
• Bonds: Yield to Maturity — the indicator displays the rate of return earned by a bond, as it delivers on its interest payments. Users can configure:
  • The color of the indicator
  • Whether the calculation is applied to the Ask / Mid / Bid values
• EMA — Exponential Moving Average. Users can configure:
  • Source (OHLC or volume-based);
  • Period
  • Color
• Ichimoku — an all-in-one indicator that provides information about support/resistance, trend direction and momentum. Users can configure:
  • Conversion line period
  • Base line period
  • Lagging span 2 periods
  • Displacement
  • Conversion line (color)
  • Base line (color)
  • Lagging span (color)
  • Lead 1 (color)
  • Lead 2 (color)
• MACD Histogram
• MACD — Moving Average Convergence/Divergence
• PSAR — Parabolic Start And Reverse
• Pivot Points — Provide reference points (support and resistance) and help minimise the trading risk
• Price Channel — an indicator used to identify upward thrusts that signal the start of an uptrend or downward plunges that signal the start of a downtrend
• ROC — Rate Of Change
• RSI — Relative Strength Index
• SMA — Simple Moving Average
• STO — Stochastic Oscillator
• SuperTrend  — a volatility-based indicator that shows the direction of the predominant price action
• Volume (won't be displayed for the Ticks timeframe)
• Volume by price
• VWMA — Volume Weighted Moving Average
• VWAP —  Volume Weighted Average Price
• WMA —  Weighted Moving Average
• Williams %R — Momentum indicator that measures overbought and oversold levels
• Zig Zag — Trend following indicator that is used to predict when a given security’s momentum is reversing
• Awesome Oscillator –– Momentum indicator
• Accelerator Oscillator –– Momentum indicator
• Gator Oscillator –– Momentum indicator
• Alligator –– Momentum indicator
• SMMA ––Smoothed Moving Average
• LSMA –– Least Square Moving Average

If you want to remove all indicators, right click on the chart and untick 'Show indicators' from the dropdown menu.

By default, users can see:

• Delta, Gamma, Theta, Vega, IV, and Theoretical price as indicators for the Options charts
• YTM (Yield To Maturity) for the Bonds charts

The user can edit indicators not only through the menu but also by double-clicking on the indicator’s icon in the bottom-left corner of the respective chart:

Note: To place some indicators on all charts you open, Go to 'Settings' -> 'Chart' and click ‘Indicators’. Pre-set and customise them to your liking!

You can find the “Click-Trade” module on the top toolbar of your desktop platform by clicking “Trading” → “Click-Trade” or by selecting “Click-Trade” from the left side menu:

Use the “Click-Trade” module to create new trades quickly and easily.

With the “Click-Trade” module, you can trade after just three simple steps: 

1. Drag an instrument to this module with the mouse pointer
2. Specify the quantity
3. Click “Sell Market” or “Buy Market”

The “Click-Trade” module also allows you to place limit orders. Place a “Buy Limit” or “Sell Limit” order, selecting the best price. 

• Click the Join Offer button to create a limit order for selling a specified quantity of instruments at the Ask price
• Click the Join Bid button to create a limit order for purchasing a specified quantity of instruments at the Bid price.

• Click the Buy Offer button to create a limit order for the purchase of a specified quantity of instruments at the Ask price
• Click the Sell Bid button to create a limit order for the sale of a specified quantity of instruments at the Bid price

It is also possible to place “clever’’ Take Profit (TP) / Stop Loss (SL) orders from the lower panel of the “Click Trade” and “Order” modules. 

Take Profit (TP) order will initiate closing of a previously opened position when the price reaches a predefined level to lock in the profit. 

Stop Loss (SL) is an order that closes a previously opened position when a price drops to a predefined level to avoid further losses.

After entering the number of assets you want to buy or sell, please specify the type of your order. You can choose a TP or SL at a specific price and choose a desired price change in absolute values or pips. If you choose pips, please make sure you enter integers.

The lower information window will show the summary of your order once you specify the details. The platform automatically calculates: 

• Total value of the trade
• Invoked fee 
• Margin change in nominal terms

You can switch to a more detailed trading option by selecting the “Order”  module. Just click on the   icon in the top-right corner of the module.

Note: If you drag an instrument from Summary or Orders to Click-Trade, the application will automatically copy the quantity of instruments in your account to the destination module.

You can find the “Click-Trade” module on the left side toolbar of your desktop platform as well as on the top toolbar, by clicking “Trading” → “Click-Trade”.

Use the “Click-Trade” module to create new trades quickly and easily! To trade using Click-Trade, select the relevant instrument in the “Instruments” module and drag it to the Click-Trade panel.

To initiate a trade, select its Duration, i.e. the period during which your offer to sell or buy instruments will remain valid (“Day” in the image above): 

• Day – good till the end of the trading day
• GTC – good till cancelled
• IOC - immediate or cancel
• ATO - at the opening
• ATC - at the closing

Then specify the quantity of instruments you want to buy in the Quantity field.

Note: Read more about different order and duration types.

Now you can use the following Click-Trade functions to buy or sell instruments: Join Bid, Sell Market, Sell Bid, Join Offer, Buy Market, Buy Offer. Of these, the following two buttons create Market Orders:

Buy Market — buys at the current Ask Price.

Even if the price has increased during the transaction, the remaining instruments will be bought at any current price (lower or higher market price at the order closing). The Current Orders module displays an average buy price in the Average Price column.

Sell Market — sells at the current Bid Price.

Even if the price has decreased during the transaction, the remaining instruments will be sold at the current bid price (lower or higher market price at the order closing). The Current Orders module shows the average sell price in the Average Price column.

The remaining buttons create Limit Orders:

Join Bid — creates a limit order for the purchase of a specified quantity of instruments at the Bid Price fixed at the time of order creation. For example, if the current bid price is 1.3797, but it has increased once you clicked Join Bid, the order will be filled only when the relevant instruments are offered for sale at the price of 1.3797 or lower.

Sell Bid — creates a limit order for the sale of a specified quantity of instruments at the Bid Price. For example, if the current bid price is 1.3797, but it has decreased once you clicked Sell Bid, the order will be filled only when there are buyers seeking to buy the relevant instruments at the price of 1.3797 or higher.

Join Offer — creates a limit order for the sale of a specified quantity of instruments at the Ask price. For example, if the current ask price is 1.3797, but has decreased as soon as you clicked Join Offer, the order will be filled only when there are buyers seeking to buy the relevant instruments at the price of 1.3797 or higher.

Buy Offer — creates a limit order for the purchase of a specified quantity of instruments at the Ask Price current fixed at the time of order creation. For example, if the current ask price is 1.3797, but it has increased as soon as you clicked Buy Offer, the instruments will be bought only when they are offered for the price of 1.3797 or lower.

This module also allows you to place clever Take Profit / Stop Loss orders from the lower panel of the section. After entering the quantity of assets you want to buy or sell, specify the type of your order and choose one of the options: 

• Price — a desired price at which you would like to close the position and take the profit 
• Price change in absolute values — a desired point distance from the current market price
• Pips — the distance in price steps (price step or minimum trade points) from the current market price. You can see the value of the pip (Price step) by examining the Instrument information.

Note: If you choose pips, please make sure you enter integers.

At the moment you select the desired quantity, the Margin Delta is calculated. Hover over the 'Join Bid' or 'Join Offer' buttons so see the value.

The Margin Delta price indicates the nominal distance (in currency terms) between the limit price of your order and the price of your indicated TP/SL position.

As soon as an order is created, you can see it in the Orders module. Once an order has been filled successfully, a notification appears in the bottom right part of the screen; a corresponding trade appears in Trade Blotter and the position changes in Summary.

Pre market / After market

When the market is closed, the client can ONLY set Limit orders. If you want to use any other Order type, the order will be pending until the market opens. 

If you set a Limit order when the market is closed, the order will be pending.

If you set a Limit order on the pre/after market, it will be working.

If you set a Market or Stop order when the market is closed, it will be canceled.

If you set a Market or Stop order on the pre/ after market, the order will be pending until the market opens.

You can find the “Order” module on the left side toolbar of your desktop platform or in the upper system toolbar by clicking “Trading” → “Order”.

In addition to the Click-Trade module, the application also offers the regular Order interface where you can specify the order type, period when the order should be filled (Day, GTC, IOC, FOK, ATO, ATC, depending on instrument type and market), quantity and closing price, as well as the order side (buy or sell).

You can switch to a less detailed trading option by selecting the “Click-Trade” module. Just click on the icon  in the top-right corner of the module. 

The “Order” module allows you to place TP/SL orders and shows projected fees and margins, just like the “Click-Trade” module.

Once you indicate the desired price or quantity of shares, the bottom rectangle will automatically calculate the value of the trade, its fee and the estimated margin. 

The estimated margin of an order represents the estimation of the overall portfolio margin for the account after placing the order. The estimation factors in:

• Margin of all open positions;
• Margin of all active orders including commissions;
• Margin required for a new order including commissions;

If the estimated margin goes over margin limits, you will be unable to place the order. 

To trade using the Order module, start the module by clicking Order on the left-side toolbar or by clicking Trading → Order from the top toolbar. The module window appears in the right part of the screen by default.

To start using the module, select the relevant instrument in the Instruments module and drag it into the Order module. Now you are all set to go.

Alternatively, it is possible to open the module by right-clicking on the selected instrument and selecting Order in the context menu.

Choose among the various Order types.

To create a TP/SL order, first, enter the quantity of assets you want to buy or sell, and then specify the type of your order. You can choose a specific: 

• Price — the desired price at which to close the position and Take Profit 
• Price change in absolute values — the desired point distance from the current market price
• Pips — indicate the distance in price steps (price step or minimum trade points) from the current market price. You can see the value of the pip (Price step) by examining the Instrument information.

Note! If you choose pips, please make sure you enter integers.

Please bear in mind several tips when placing TP and SL orders:

• Both Limit and Market TP/SL orders are directly shown in square brackets in the Current Orders module.
• Limit TP/SL order has Pending status, while entry order has a Working status.
• Market TP/SL order has Working status as an entry order is executed immediately at market price.

For any order type, select the Duration of the current order. It is possible to choose from a range of options.  

To finish creating an order, click Sell or Buy. This will finish the process of order creation, and you will be able to see your order in the Orders module.

After entering the quantity of assets you want to buy or sell, specify the type of your order: you can choose a specific price and the desired price change in absolute values or in pips. If you choose pips, please make sure you enter integers. 

When you select the desired quantity, the Margin Delta is calculated. Hover over the Join Bid or Join Offer buttons to see the value.

The Margin Delta price indicates the nominal distance (in currency terms) between the limit price of your order and the price of your indicated TP / SL position.

Pre market / After market

When the market is closed, the client can set ONLY Limit orders. If you want to use any other Order type, the order will be pending until the market opens. 

If you set a Limit order when the market is closed →  the order will be pending.

If you set a Limit order on pre/after market →  it will be working.

If you set a Market or Stop order when the market is closed →  it will be canceled.

If you set a Market or Stop order on pre/after market →  the order will be pending until the market opens.

To explore all order types and enjoy the full functionality of the EXANTE trading platform, place an order in the Order or Click-trade modules.

With EXANTE’s automated trading platform, investors can place the following orders:

TP and SL orders allow you to avoid the hassle of sitting in front of your screen and waiting for the outcome, as they will be executed automatically as soon as the price reaches the order level. Moreover, TP and SL orders are linked together, so when a TP order is executed, the SL order is automatically cancelled, and vice versa.

Please bear in mind several tips when placing TP and SL orders:

• Both Limit and Market TP/SL orders are directly shown in square brackets in the Orders module.
• Limit TP/SL orders have Pending status, while entry orders have a Working status.
• Market TP/SL orders have Working status as entry orders are executed immediately at the market price.

For any order type, select the Duration of the current order from the following options: 

To finish creating an order, click Sell or Buy. From here, you will be able to see your order in the 'Order' module.

After entering the number of assets, you want to buy or sell, specify the type of order. You can choose a specific price, the desired price change in absolute values or in pips. If you choose pips, make sure you enter integers!

You can find the “Basket Trader” module on the left side toolbar of your desktop platform or by clicking “Trading” → “Basket Trader”.

“Basket Trader” lets you collect a portfolio of assets and jointly execute them as Market orders.

To add instruments to “Basket Trader”, just drag them onto the module.

You can then specify the quantity for each of the instruments and the side of trade for each specific instrument (buy or sell). You can set a multiplier for the basket's overall volume. To perform a trade, click Buy or Sell. 

Note: If you choose to sell any instrument and then click Sell for the entire basket, the instrument will be bought, not sold. Take this into account when managing your “Basket Trader”.

The Quantity and Multiplier buttons change the displayed cost of the basket. If both of them are inactive, the basket price is shown for one item of each asset. Otherwise, the sum is affected by the activated parameter. Please note that the Quantity and Multiplier buttons do not affect the actual sum of your order.

Let's examine the toolbar.

The pencil  icon allows you to edit the name of the basket.

The cross   icon allows you to delete the opened basket (e.g., a basket titled “Apple”).

The plus  icon allows you to create a new basket.

The basket chart  icon allows you to build a chart reflecting the price dynamics of the basket, based on the charts of the assets therein.

The PnL chart  icon allows you to build a PnL on Expiration chart by adding assets with the same underlying. The chart takes into account your current position and the average price of your current position.

The alerts  icon allows you to create price alerts for selected assets from the basket.

Using the Basket Trader Module

The “Basket Trader” module is a perfect tool for trading multiple instruments at once.

Start using the Basket Trader 

Add relevant instruments to the module. To do so, drag instruments from the “Instruments” module to the Basket Trader module. 

The “Basket Trader” module displays basic information on each instrument and the parameters for creating orders, including:

• Instrument: name of the instrument 
• CCY (currency): asset's default currency
• Bid Size: number of outstanding bids
• Bid: bid price 
• Ask: ask price 
• Ask Size: number of outstanding asks
• Quantity: desired quantity of the instrument
• Side: Sell or Buy trade side
• Current position: current number of instruments in the portfolio
• Average price: average price of the instruments currently held in the portfolio

Click on the gear icon in the top right corner of the module to add or remove columns and customise the window to your liking. Read more about various criteria here.

Create market orders for selected instruments.

1. Specify the Quantity of instruments in the Quantity field
2. Specify the trade Side (Buy or Sell) for each of the instruments

You can also select a multiplier to specify the quantity of instruments. Select a relevant multiplier in the bottom left part of the Basket Trader as shown in the image below.

Now click Buy or Sell to create market orders.

Note: You can use Basket Trader together with the Click Trade module or the Order module. To do so, drag an instrument from the Basket Trader into one of the two other modules. The corresponding instrument and its quantity will be selected automatically in Click Trade or Order.

PnL Chart is a tool to visualise possible profits or losses based on price changes for underlying assets. Use it for any open position — or evaluate a trade in advance! Check if you can hedge the risks and benefit from market movements at the expiration date.

This article examines two questions: 

1. How to draw PnL Chart for an open position
2. How to draw PnL Chart for a future trade

How to draw a PnL Chart for an open position?

Build the chart for any existing position right from the Portfolio or Summary modules.

In the context menu, right-click on the instrument and select PnL Chart.

The bottom axis displays the underlying price. Possible profits are above zero, losses are below.

How to draw a PnL Chart for a future trade?

Let's assume we want to trade derivatives on some of our assets. 

1. Open the Basket Trader window
2. Add the underlying; leave its quantity empty
3. Add the desired derivatives that have the same underlying asset
4. Click PnL on the Chart icon

The green line (Position) is the same as in the asset's PnL chart:

The orange line (Basket) shows potential PnL for the instrument(s) you've added to the basket — they are also listed right in the chart for your convenience.

The purple line represents Position + Basket.

Use the PnL Chart to build complex options strategies and predict probable outcomes!

The “Multi-Account Trading” module can be found in the toolbar on the left side of your desktop platform, as well as in the upper toolbar “Trading” → “MAT”:

Note: the module can be accessed only if you manage more than one account.

MAT allows you to place orders for a chosen financial instrument on several accounts, saving time for implementation of various strategies or handling clients’ accounts.

The “Multi-Account Trading” module shows accounts used for buying/selling the instrument, net asset value, margin utilisation, free money, value and allocation. Allocation shows each account's proportion to the asset purchasing and is calculated automatically. The trading amount per account may be set manually or allocated according to one of the chosen methods.

Let's have a look at the settings!

The “Multi-Account Trading” module is extremely easy to use. Just follow these steps:

1. Open the MAT module via a toolbar. Choose a financial instrument you would like to trade and drag and drop it to the MAT tab.

2. Add the accounts you would like to use for trading.
3. Enter their “total quantity” to indicate the overall amount traded, and that will be split among the accounts, or duplicate the “quantity” for each account separately.
4. Select one of the allocation methods:

• Equally – “total quantity” is divided in the same proportion between the accounts.
• NAV – “total quantity” is divided among the accounts proportionally to their NAV.
• Free money – “total quantity” is split between accounts proportionally to their free money. Free money reflects the amount of cash, reflected on the client's account, which hasn't been used for investment
• Position – an opened position quantity will be substituted next to every account (if any).
• Allocation – lets you set allocation in percentages. Please note that the total allocation might exceed 100% or be less than 100%.

The obtained result from any of the above options can also be adjusted manually.

5. Verify the effective quantity. There might be a case where “effective quantity” and “total quantity” differ. For example, you have three accounts in the MAT module, and you want to enter the trade with 100 stocks. By selecting “equally” as a split option, you will have 33 stocks per account. Thus, the effective QTY will be 99.
6. Select the order parameters such as order type, order duration, price and stop price.
7. Click the “Buy” (or “Sell”) button to place the orders. By doing so, you will place a separate order for each of the accounts.

Access the “Market Depth” module on the left side toolbar of your desktop platform and on the top toolbar by clicking “Quotes” → “Market Depth”:

Market Depth is a module in the EXANTE trading terminal that provides a list of active limit orders grouped by trading side and arranged by price. 

The module is rich in visualisation and it allows the trader to analyse the market conditions by discovering price levels and resistance zones.

Let's examine the window from the top.

The anchor   icon next to the name of the instrument allows you to link various modules.

The three icons on the top right of the module allow you to switch between different modes.

Without histogram	Histogram by total size	Histogram by size

The classic mode (Without histogram) has only two coloured lines regardless of volume size (number of outstanding instruments in the respective price category): the lowest ask and the highest bid. It is the simplest Market Depth view.

Histogram by size shows coloured columns next to every line with an order; its width is indicative of size – the longest column corresponds to the greatest number of outstanding instruments. 

Histogram by total size factors in the total size of all orders on the buy or sell side, so the longest column would be the uppermost or the lowermost. It sums up the total size starting from best bid and offer (e.g. the price that is closest to the market). 

Cycle through visualisation modes by pressing a button on the top of the module.

Trading from the Market Depth module

To begin trading, click on the order icon in the top right corner of the Market Depth module. 

Shortcut: You can open/close the trade view just by pressing “t” on your keyboard. 

If you have any open position (short or long), you will see it here as well, otherwise the word “Flat” will be displayed.

Once you have filled the quantity, you can place: 

• Market order: just click on “Sell” or “Buy” buttons.
• Limit order: click on the “Market Depth” cell with the desired price. You will see the word 'Limit'. If everything is fine, click on the word to place the order.

Note: If you press cmd (command) on your keyboard, you will be able to place a Stop order, instead of a Limit one.

• Take Profit or Stop Loss:  just fill in the desired parameters in the trade panel before placing the order.

You can alter duration (other than “Day”) if it’s available for the instrument you want to trade.

Note! Double-clicking on the cell will instantly place an order. If you want to avoid misclicks, visit the Settings–General tab and tick the “Show order confirmations” checkbox.

Drag and drop any existing order in the Market Depth window 

This allows you to change the price of the order, whereas the side (Buy or Sell) and the quantity will remain the same. If you want to replace an order changing both price and quantity, select the “Orders” module →  right-click on the order → select “Replace” in the context menu.

In case you want to place an order within the spread, click on the spread  icon at the top part of the window.

Shortcut: You can open/close the spread view just by pressing “s” on your keyboard 

Note: While you may have orders of other types (i.e. Stop Limit or emulated Stop), you will not see them in the Market Depth module. However, they will still be counted when calculating the total number displayed in the “Sell” or “Buy” column header.

To cancel any order, click on the red cross icon next to an order.

Adjust the quantity or price by clicking on the arrows next to it. Another nifty way to do so is to click the parameter in the field and press the “Up” or “Down” keys.

Open the 'Time & Sales' module by clicking on 'Quotes' → 'Time & Sales' in the upper system toolbar.

Alternatively, click on the 'Time & Sales' icon in the left toolbar:

What is 'Time & Sales'?

The 'Time & Sales' module displays information concerning completed trades for chosen instruments, all in real-time. In contrast, 'Market Depth' provides information on all outstanding orders. Together these modules provide an exhaustive overview of current market conditions.  

Time & Sales gives investors a clear insight into the asset’s supply and demand, as well as allowing users to spot the behaviour of high-volume securities traders. Use the 'Time & Sales' module to make data-driven decisions!

Every line represents real-time tick-by-tick data, delivered by the exchange:

• Trade timestamp- what time the order took place
• Price - the cost of one instrument
• Size - the amount of instruments that were traded 
• Trade side (if available) - indicating the purchase or sale of an asset

The most recent trades are always on top. The rest are arranged by time, in descending order.

The information is color-coded for your convenience, and you can easily filter the data to your liking. Want to hide all irrelevant trades, e.g. sized 1,000 or below? Here you go!

Note! Not every exchange provides trade side data, and not every asset has trade data.

You can copy available data for your analyses, and paste it anywhere you choose. Alternatively, you can Export straight to Microsoft Excel™. To do so, just click the button:

What is it?

A one-cancel-all order is a bundle of at least two stock or option limit orders placed together. If one of these orders is executed, the remainder gets cancelled.

How to do it?

Link up active orders into a One-Cancels-the-Other group and execute complex multi-leg trading strategies. If one of these orders is triggered, the others will be cancelled automatically.

Here’s how you do it:

• Open the Orders module
• Select up to five orders you want to group
• Choose “Set OCO group” in the context menu

One of the ways to benefit from OCO grouping is to place the Take Profit + Stop Loss orders in addition to the main order. Whether the price goes up or down, one of these will be executed, and the other(s) won’t.

You can either link up existing orders as shown above or create a dedicated TP/SL pair:

• By placing an order via the Click-Trade, Order or Market Depth modules
• By clicking on Placing, Pending, Working or Filled order in the “Orders” context menu

Take Profit / Stop Loss orders created this way are treated as Conditional If-Done orders meaning one of them will only be executed if its parent order is successfully filled. Otherwise, these orders will be pending.

Choose whatever suits you best:

• Use preconstructed TP/SL to place Limit and/or Stop orders, or
• NEW! Combine orders of your choice, e.g. basic Limit with Stop Limit or Trailing Stop for more complex trading strategies.

You can find the 'Exchange' module in the upper toolbar by clicking 'Trading' → 'Exchange' or under the segment 'Exchange' in the left toolbar.

The 'Exchange' module allows you to make most of your multi-currency account, by providing you with a tool to quickly and conveniently convert your funds from one currency to the next.

In order to exchange the funds, begin by selecting the currencies which you want to exchange:

• Select the currency you hold in the 'You give' window and the currency you want to obtain in the 'You get' window
• Select the amount of currency you want to exchange in the box next to the name of the currency
• Click 'Convert'

In the example above, 100 EUR is sold for 84.7 GBP. 

The bottom part of the module displays the conversion rate at the moment of exchange. It is possible to exchange funds between any of the following currencies:

The Algo Trading module enables the Grid robot to execute multiple trades on small price movements while the market is in a sideways trend. Read below a detailed instruction on how to use the module.

How it works

Where to find it

Parameters

How to use it

How to create a new strategy

How to track

Strategy performance

Future orders

Instruments

How to watch your strategy history

How to edit your strategy

How to delete your strategy

How it works

With the Algo Trading module, you can programme the Grid robot.

The robot places original buy and sell orders on various price levels. When the original order is executed, a new one is activated in the opposite direction. This new order gets fulfilled when the price reaches a predefined level.

The Grid operates with one instrument at a time only. 

Pausing an algo strategy will cancel all of its placed and working orders.

Where to find it

You can find the Algo Trading module in the left-side toolbar of the desktop platform.

Algo Trading – Left-Side Toolbar

You can also find it in the upper toolbar. Just click on Trading and choose Algo Trading in the drop-down list.

Algo Trading – Upper Toolbar

Parameters

The Algo Trading module includes a list of your algo strategies and their parameters: Status, Name, Account, Type, Instrument, CCY, Orders, Filled Orders, Unrealised P&L, and more.

Algo Trading – Parameters

You can add or remove parameters by clicking the Gear icon and checking or unchecking the options in the drop-down list.

In the upper toolbar, you can also see your account number, action icons and such parameters as Unrealised P&L, Realised P&L, Position, Orders, and Filled orders.

Algo Trading – Parameters

How to use it

How to create a new strategy

1. To create a new algo strategy, click the Plus button in the upper toolbar.

Upper Toolbar – Create Strategy

 If the main module is empty, click Create Strategy.

Empty Module – Create Strategy

2.  Drag the desired instrument into a new window.

Algo Trading – Drag & Drop Option

3. Alternatively, open Instruments or Watchlists, right-click on an instrument and choose Add Algo from the context menu.

Algo Trading – Open via Watchlists

Algo Trading – Open via Instruments

4. Fill in the fields in the Settings tab and click Save.

Algo Trading – Settings

5. Before launching, you will see your potential orders in the Market Depth module and the strategy Chart.

Algo Trading – Market Depth

Algo Trading – Chart

6. Click Run to launch the strategy. 

Alternatively, run a saved strategy from the module’s main window. Choose it from the list of strategies. Its current status is Paused. Click the Play button in the upper toolbar.

Algo Trading – Launching Strategy

The robot places original buy orders on various price levels. When the original order is executed, a new one is activated. This new order gets fulfilled when the price reaches the predefined level.

How to track 

Strategy performance

You can track how your active strategy performs using these parameters:

• Unrealised P&L
• Realised P&L
• Position
• Fill Ratio*
• Active orders
• Filled orders
• Placed orders

*Fill Ratio is the ratio of successfully filled orders to all orders ever placed by a strategy. If it is low, the strategy may work differently than intended.

Algo Trading – Tracking Performance

Future orders

While setting up the strategy, you can track your future orders via Market Depth and Chart. Market Depth is available right in the strategy settings. To view the instrument’s Chart right in the strategy window, press an appropriate icon in the upper right corner.

Algo Trading – Chart

Instruments

You can also track the status, current market price, daily change, and 52-week change of the selected instrument.

How to view your strategy history

After running the strategy, you will see its history on the Activity tab of the strategy window, including active and inactive orders.

Algo Trading – Activity

How to edit your strategy

There are three ways to edit your algo strategy:

1. Choose the strategy from the list and click the Pencil button.

Algo Trading – Edit Option

2. Right-click on the strategy and choose Edit.

Algo Trading – Edit Option

3. Double-click on the strategy.

All the changes are applied after confirmation. If the strategy has already created any position, you will be asked if you want to close it.

Algo Trading – Confirming Savings

Please bear in mind that you can only edit paused strategies. 

Note! Once you save the changes, orders in the strategy history will become unavailable. You’ll only be able to see the statuses.

How to delete your strategy

To delete your strategy, right-click on it in the module’s main menu and choose Delete in the context menu.

Algo Trading – Delete Option

Alternatively, you can delete the strategy in the strategy window by clicking Delete in the upper right corner.

Algo Trading – Delete Option

Note! When you intend to delete a strategy, you will see a pop-up window that suggests either closing all strategy-related assets or cancelling the action and keeping the assets in your portfolio.

Algo Trading – Confirm Deletion

Use the Algo Trading module to run the Grid robot and optimise your trading activity.

The “Trading Enabled / Disabled” switch is located in the top left corner of the application, on the left toolbar.

In the picture above, trading is enabled, meaning that the user can:

• Trade
• Convert currencies
• Transfer money

If trading is disabled, none of these functions is available. If trading is enabled, the “Order” window will display the “Active” status below the trading menu.

If trading is disabled, it will be displayed in the “Order” window as:

To access the complete list of shortcuts, go to the “Help” section at the bottom of the left-side toolbar or at the upper toolbar and click “Shortcuts list”.

Once you click on it, all the shortcuts will appear in a single window:

Note: Shortcuts differ depending on your OS. On Windows ⌘ is replaced with the 'ctrl' button.

Additional shortcuts include: