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Saxo Trader 2 Walk Through

Saxo Trader 2 Walk Through

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Published by: steve on May 07, 2009
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11/14/2012

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This document has been prepared and published by Saxo Bank A/S for the information of clients only. The contents hereof arebased on information taken from sources which are considered reliable. Saxo Bank A/S accepts no responsibility for the accuracyor completeness of any information herein contained nor for any forecasts or recommendations. Saxo Bank A/S shall not beresponsible for any loss arising from any investment based on any recommendation, forecast or other information hereincontained.
11
 
CLIENT STATION(SAXO TRADER)WALKTHROUGH
Updated on September 27
th
2006 by Thomas Dam
 
 
 
This document has been prepared and published by Saxo Bank A/S for the information of clients only. The contents hereof arebased on information taken from sources which are considered reliable. Saxo Bank A/S accepts no responsibility for the accuracyor completeness of any information herein contained nor for any forecasts or recommendations. Saxo Bank A/S shall not beresponsible for any loss arising from any investment based on any recommendation, forecast or other information hereincontained.
22
Check that the Default Workspace is the correct one used on the client station DEMO & LIVE.
WORKSPACE
Introduce clients to creating their own workspace
 
Regardless of what default workspace the client has selected, have him/her open a new view.
 
Open the Prices and Trade module.
 
Open the Instrument Explorer. Show how to search for instruments and build a list of favourites.Have the client go through the process of placing instruments into the Prices and Trade module(using drag-and-drop or right-click functionality from Instrument Explorer).
 
Open a chart. (Just to show placement in workspace. Chart functionality will be reviewed later).
 
Open analysis related to the products the client is interested in trading.
 
Module Formats:
Review the different module formats. Modules can be displayed as
panels
or
documents
.
o
 
Panels can be
docked
or ‘glued’ to the workspace (so that they will not move) or they can
float
, allowing the client to move the modules around and place them on anothercomputer screen (if working with more than one screen). Clients can change moduleformats by right-clicking on the header (top) bar of the module. Docked panels can be
auto-hidden
(by clicking on the push tab at the top of the docked module).
o
 
The Document format displays the module in a large format that fills the whole view.When several documents are within a View, they appear as tabs along the top of the view.The module’s name, e.g. Prices and Trade or AccountSummary, appears as a tab along the top. This format is best suited for larger modules,like the Prices and Trade or chart modules.
 
Docking
: Show docking functionality by docking the Instrument Explorer on one side of the View.Demonstrate how to use the docking guides (purple arrows that show where the panel will dock within the view). Demonstrate the Auto-hide function using the Instrument Explorer. Showchanging the Chart module from a panel to a document.
 
Show how to rename views.
 
Demonstrate how to save the customised workspace.
INSTRUMENT EXPLORER 
Introduce clients to the new Instrument Explorer
 
Show the sorting and filtering functionality. Expanding and collapsing product lists, displayinginstruments by exchange or sector and selecting which products to display.
 
 
Show search function capability.
 
 
Demonstrate creating favourites list.
 
 
Show right-click functionality (all trading modules, technical analysis and charts launched directlyfrom the Instrument Explorer.
 
 
Show drag-and-drop functionality (dragging instrument into chart and/or Prices and Trade module).
 
 
 
This document has been prepared and published by Saxo Bank A/S for the information of clients only. The contents hereof arebased on information taken from sources which are considered reliable. Saxo Bank A/S accepts no responsibility for the accuracyor completeness of any information herein contained nor for any forecasts or recommendations. Saxo Bank A/S shall not beresponsible for any loss arising from any investment based on any recommendation, forecast or other information hereincontained.
33
CHARTS
Introduce clients to the new chart module
 
Open a chart. Walk the client through selecting the instrument, chart type and timescale. Showboth toolbar and menu functions, how to hide either one or both and walk the client through thefunctions of each of the toolbar icons.
 
Show the chart customisation features available, e.g. changing chart colour, grid and line thickness,as well as how to setup default chart settings (using the
Options
dialogue box).
 
 Add an annotation.
 
 Add a study. Show the client the full range of technical analyses available in the Client Station.Show how to specify the study’s parameters.
 
Show the different types of information that can be displayed in the chart, i.e. the new informationbox, crosshairs, open positions and orders.
 
Show how to save a custom study. i.e. one with the client’s own specifications, analyses andannotations.
 
Show how to scroll and squeeze the chart to see past data.
 
Demonstrate Comparative mode.
 
Demonstrate adding a study to another study.
PRICES AND TRADE MODULE
Introduce clients to the Prices and Trade Module
 
Show the different possibilities for adding instruments to the chart (using the header panel or theInstrument Explorer).
 
 
Review the Header Panel and the Trade Panel. Show how to hide/display both.
 
 
Show how to customise the columns using the
Choose Columns
function (available in the right-click menu).
 
 
Show how to launch other modules from the Prices and Trade area (right-click functionality).
 
 
Highlight the trading functions available in the Trade Panel. Review rules for trading in the tradepanel.
 
Demonstrate the shortcuts available.
 

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