E TRADE Pro User Guide
Contents
1. Loading a saved Security List Exporting Data from a Watch List You can export Watch List data to Microsoft Excel To do this simply right click anywhere inside the Watch List data and select Copy You can now open an Excel file and paste the information into a spreadsheet e Pae EN Buy ABC Sell ABC Market Depth Course of Trades Charts News Tabular History Security Lists Indices Print Paste Insert before Insert after Delete Show settings Exporting data using Copy 25 To view the S amp P ASX Indices Explorer 1 Select Indices Explorer from the Quotes amp Research menu 2 Click on an index on the left hand side you will notice all the constituent securities that make up the index are displayed on the right 3 You can expand an index on the left by clicking on the Expand button amp This will show other indices that are a subset of the main one e g S amp P ASX 200 Mining is a subset of the S amp P ASX 200 that only contains mining stocks 4 The security data on the right hand of the screen may be grouped or categorised by dragging and dropping column headers to the blank space above the headers J Paerriptior PA sre to group by that column r Description 7 Se Exchange l ak as O o AGLENERG ASX ASCIANO Li ASX ARISTOCR ASA AMCOR LIM Ma ASY AMP LIMITED ASE ANSELL LIM Hed ASE AUSTRALI2. there may be some warnings depending on your settings please choose Run 8 This should begin the software installation simply follow the prompts J ETRADE Prof 7 D IMPORTANT NOTCE Piease close all Microsoft Excel windows before you click Next ainda Follow the instructions on the installation E gt TRADE pro To install EXTRADE Pro Desktop you must ensure you have compatible system specifications EXTRADE Pro only operates on the Windows Operating System A full list of recommended minimum system requirements is listed below Processor Pentium 4 Processor or above RAM Minimum 1GB Operating System Windows XP Service Pack 3 NET Framework V2 or above Network Connection Broadband Internet Connection Microsoft Excel 2000 or above Logging in E TRADE Pro Tip Clicking the EXTRADE logo on the top left launches the EXTRADE website with you already logged in Once EXTRADE Pro is installed on your computer you do not have to visit the website to login You can access it straight from your desktop To log in via the desktop 1 Double click on the icon which was saved on your desktop after the installation Otherwise you can find it under Start gt All Programs gt EXTRADE Pro 2 A login window will be displayed enter your User ID and Password same User ID and Password as used to log into the website It is important that you do not share y
3. Stocks and Options generated the biggest movement on the ASX and AOM Australian Options Market respectively The that have View Market Movers To view a market mover category 1 Select the Markets main menu and then select Market Movers Market Movers window shows ASX listed securities that match the selected criteria as you will see below The list dynamically updates as changes occur in the market 2 Choose a category from the Market Movers drop down menu 3 The top 20 securities that satisfy the category will be displayed This list will dynamically update as the market moves The following types of Market Movers are available from the menu er OBY PRICE CHANGE TOP 20 BY PRICE CHANGE DORR OBY PRICE CHANGE WHERE VALUE gt 2M BOTTOM 20 BY PRICE CHANGE BOTTOM 20 BY PRICE CHANGE BOTTOM 20 BY PRICE CHANGE WHERE VALUE gt TOP 20 BY VALUE 2M TOP 20 BY VOLUME TRADED TOP 20 BY NUMBER OF TRADES Shows the securities that have had the greatest absolute dollar price change Shows the securities whose price has gained the most for the day in percentage terms Shows the securities whose price has gained the most for the day in percentage terms and there is been a value turnover of at least 2 million Shows the securities that have had the worst absolute dollar price change Shows the securities whose price has lost the most for the day in percentage ter
4. Chart indicator colours as well as the chart background colour can be customised to make it easy to see all the information on a chart Show Data Tabular This allows you to see the raw data that is used to generate the chart In its tabular form this data can be copied into an Excel spreadsheet for further analysis Hu i He arieni analysis Zoom In This feature allows you to highlight a certain section of the chart to zoom in for a closer analysis To zoom 1 Select Zoom In from the right click menu 2 The magnifying glass will appear on the chart 3 Where you want to begin the section to zooming in click the left mouse button once 4 Move the mouse forward until you are satisfied with the section you want zoomed 5 Click your mouse button again and the chart will be re set to the area that you have chosen P E P EST eee eee ea eee ee eee Chart Zoom highlight the area you want to zoom in on Select Reset Zoom from the right click menu to un do the zoom and return the chart to the original span Background Colour You can change the chart background colour from the default colour to black or white by selecting Colour Scheme from the right click menu 19 E TRADE Pro Tip Market Movers is a great window to keep open during the day to keep track of which stocks are moving heavily 20 Market Movers allow you to view
5. Predefined Layouts 1 Select the Add tab next to To help you get going faster we ve existing workspaces provided four Predefined Layouts for you to work with A predefined layout is a suggested starting point Once it s opened you can customise it to your needs and save it for future use 2 A blank workspace will appear where you can add Pro windows To open a Predefined Layout 1 From the Home main menu under Predefined Workspaces you will find a range of predefined Workspaces including Basic Market Monitor Trade and Portfolio Monitor Simply select the predefined Workspace you would like to use EXTRADE Pro Tip If several windows are left undocked they become much harder to manage It is recommended that you find a desired location to dock the window within the Workspace Docking windows to your Workspace Windows within each of your Workspaces can be held in two modes docked or undocked i tok sizi eee Tea eee peat it DP hidwad pilawraai ea rae CE Ce Gam m m E p ti Workspace showing docked and floating windows Newly opened windows are initially undocked or floating These undocked windows can be freely moved to any location within your Workspace by clicking and dragging the window Undocked windows are useful if you are only viewing something temporarily Whereas docking helps you keep the workspace or
6. EXTRADE Pro Tip By right clicking at any price point the Volume Ahead in the Context Menu will display the total volume ahead in the Market Depth 34 Track your order using Market Depth Once your order has been placed in the market you can easily follow it via the Market Depth screen Your order will be highlighted in blue in the Market Depth The account the order was placed on will also be listed in the Market Depth To see your account you will need to expand the Market Depth section see Market Depth above for how to do this Note that you can only see orders associated to your User ID Blue high light shows your order progressing in the queue 100 31 110 3 003 30 030 2 250 30 020 100 30 010 300 30 ooa Track your order using Market Depth Track all your orders using View Orders A great way to keep track of all the orders you have placed in the market is via the View Orders screen It will dynamically update as your order fills in the market To open the View Orders window 1 Select View Orders from the Trading main menu 2 When the View Orders window is first launched the Settings will be displayed 3 Enter the settings for the orders you want to see e g Open orders 4 Click OK and the orders which meet your criteria will be displayed Please note there are date range restrictions as follows on the View Orders screen e If a specific account linked to
7. Fill History data displayed 3 Enter the settings for the fills you want to see e g BHP 4 Click OK and the fills which meet your criteria will be displayed Please note there are date range restrictions as follows on the Fill History screen e If a specific account linked to the User ID is selected then the last 1000 orders within the last 12 months of the date range specified will be displayed both open and or non open orders depending on the type of order selected If no date range is specified it will display the last 1000 orders for the recent 12 months If all accounts linked to the User ID are selected then the last 1000 orders in the last 3 months of the date range specified will be displayed both open and or non open orders depending on the type of order selected If no date range is specified it will display the last 1000 orders for the recent 3 months Settings Buy Sell Both Code BHF feam Account All Order No From F 30 Apr 2011 12 00 00 am To IF 30 Apr 2011 11 59 59 Ph Show Ayvo fotals Showing the fill history for BHP Fields in the Fill History Window REF DATE BUY SELL MKT CODE ORDER PRICE QUANTITY TEXT COST A C NO ACCOUNT NAME Displays the Unique reference ID of the fills Displays the date and time the order was filled Displays the type of transaction i e buy sell Displays the market i
8. clicking on the column headers and the Grid Properties settings window will be displayed 2 Choose which columns you want to move between the Hidden and Visible panels 3 Use the up and down arrows to change the order of the visible items In Grid Properties you can also customise the Watch List colours and the Fade Length notifying you of a price quantity change for that stock Faye Customise the column display with Grid Properties Saving a Watch List Your Watch Lists and any changes made to them are saved with the workspace This means that if you close a Watch List prior to saving the workspace all the securities will be lost If you would like to keep some Watch Lists more permanently up to 10 Watch Lists can be saved on the system to be opened and closed as required Saved Watch Lists examples To create a saved Watch List 1 Enter the securities you want into a blank Watch List 2 Right click on the Watch List area 3 Select Security Lists then Manage 4 You can then type in a name for the Watch List and click Save Security Lists i Example List 1 Example List 2 Example List 3 Saving a Security List Once you have saved a Watch List you can load these using the same right click menu and selecting More Alternatively you can manage these e g delete or save changes by once again selecting Manage
9. the Stochastic Oscillator is to buy when either component rises above 80 or sell when either component falls below 20 Another way to interpret the Stochastic Oscillator is to buy when K rises above D and conversely sell when K falls below D The most commonly used arguments are 9 for K periods 3 for K slowing periods and 3 for D smoothing EXTRADE Australia does not provide investment advice to its clients We take no responsibility if you rely on this information EXTRADE Australia is not endorsing or recommending charting as an investment tool You should consider your own investment objectives financial situation and particular needs in determining whether charting is suitable for you Adding an indicator Charting indicators within Pro can be added customised and saved to the required chart To add an indicator to a chart 1 Right click on the chart and select Indicators from the list The Chart Properties window will be displayed Highlight the indicator in the Available Indicator list Click on the button It will show in the Displayed Indicators list A description of the indicator will be shown in the Indicator Description box Customise any parameters for the indicator or use the default parameters Click OK to save your changes Clicking Cancel will exit you from the chart properties screen without adding an indicator to your chart Step 2 Adding
10. the User ID is selected then the last 1000 orders within the last 12 months of the date range specified will be displayed both open and or non open orders depending on the type of order selected If no date range is specified it will display the last 1000 orders for the recent 12 months e If all accounts linked to the User ID are selected then the last 1000 orders in the last 3 months of the date range specified will be displayed both open and or non open orders depending on the type of order selected If no date range is specified it will display the last 1000 orders for the recent 3 months Tracking orders using the View Orders screen If you would like to view all orders simply select the Account in the settings menu and leave everything else as is Once the View Orders window has been launched you can bring up the settings menu by clicking the settings icon in the top right hand corner of the window EXTRADE Pro Tip From the View Orders window you can easily modify or cancel an open order Simply click on the order you wish to modify Fields in the View Orders Window PEACED A C NO ACCOUNT NAME ORDER STATUS BUY SELL QUANTITY FILLED TOCK MKT PRICE AVG FILL PRICE EXPIRES Displays the date and time the order was placed Displays the Account Number against which the order was placed Displays the Account Name Displays the Order ID which is a unique identifier
11. Excel Add in Having Trouble with your installation The DDE plug in is automatically included in the installation of Pro 6 0 If you are unable to launch the DDE link or are experiencing difficulties please contact E TRADE Client Services on 1300 658 355 or send an email to service etrade com au Using DDE 1 Make sure E Trade Pro is running 2 Start Microsoft Excel 3 Enter security codes in a single column in the format eg ABC ASX 4 Highlight select the range of security codes with the mouse 5 Click on the DDE menu in the Excel menu bar and choose Quote list 6 Select items on the left and click the gt button or select gt gt to view all available fields 7 Click on OK This will setup live DDE links to the requested prices and they will update as the market changes 31 32 TRADING AND Order Management To place a buy or sell order via EXTRADE Pro 1 Select Enter Single Order from the A Cie Se Order Bt AT Trading tab 2 An Order Pad will launch and the information in the table below will need to be populated 3 Once you have filled in the Order Details correctly click Place to preview the order Price Limit 50 50 4 Once happy with the order details Ree TT You hive oo BHP and 1M42650 95 AUO enter your trading password avnilabla click OK or press Enter and your order will be released in the market If you ar
12. an indicator to your chart 17 E TRADE Pro Tip Each indicator has a description available inside the Chart Properties window when you select an indicator to add This will help you find exactly what you are looking for and is a great way to learn about the different indicators while you experiment with them 18 Removing an indicator To remove an indicator from a chart simply click on the indicator and once it is selected hit Delete on the keyboard lt 4 Alternatively you can remove indicators from the Chart Properties screen by 1 Right click the chart and select Indicators to access the Chart Properties window 2 Select the indicator you want to remove from the Displayed Indicators list 3 Click on the button 4 Click OK to save your changes Removing an indicator via Chart Properties Other chart features Horizontal amp Vertical Grid This feature allows you to turn on off the vertical and or horizontal grid lines within each chart window Se Show Dota Tabular Zoom Dn Reset Zoom cy Print Coho Schers GE Market Depth Ea Course of Trades T News Mt Link wandowr Grid lines can be turned on or off Copy Image Selecting Copy Image from the Context Menu within a chart window will take a snap shot of the chart which can then be pasted into a word document or an email for printing and or sending E TRADE Pro Tip
13. for this order within the account Displays the status of the order in the market e g Filled Cancelled etc Indicates whether the order was a buy or a sell Displays the quantity of the order i e the number of units in the order Displays the quantity number of units filled so far Displays the Security code being bought or sold Displays the market in which the order was placed i e ASX for equity amp warrants position and AOM for options Displays the limit price at which the order was placed Displays the average price at which the order was filled This can be different to the order price if the order has been modified Displays the date on which the order will expire 35 EXTRADE Pro Tip You can modify the Cost information in Fill History which will update your Average Price and P amp L You may wish to do this for example if you transferred some shares into your EXTRADE account and the original purchase price is not listed Simply click inside the Cost field and edit directly 36 The Fill History window displays a full list of fills trades resulting from your orders for your accounts If you have an order which part fills and then fully fills in the market it will be shown in the Fill History window as two separate fills Viewing Fill History 1 Select Fill History from the Trading main menu 2 The settings menu will be displayed where you can tailor the
14. in the opposite direction as the price this divergence can often be a leading indicator of a trend reversal The On Balance Volume indicator shows a relationship of price and volume as a momentum index On Balance Volume index generally precedes actual price movements The premise is that well informed investors are buying when the index rises and uninformed investors are buying when the index falls 15 PARABOLIC SAR WILDER S KELATE STRENGTH INDEX RSI ITOCHASTIC OSCILLATOR The Parabolic SAR was developed by Welles Wilder This indicator is always in the market whenever a position is closed an opposing position is taken The Parabolic SAR indicator is most often used to set trailing price stops A stop and reversal SAR occurs when the price penetrates a Parabolic SAR level The RSI Wilder is a popular indicator that shows comparative price strength within a single security 9 14 and 25 period RSI calculations are most popular The most widely used method for interpreting the RSI is price RSI divergence support resistance levels and RSI chart formations The Stochastic Oscillator is a popular indicator that shows where a security s price has closed in proportion to its closing price range over a specified period of time The Stochastic Oscillator has two components K and D K is most often displayed as a solid line and D is often shown as a dotted line The most widely used method for interpreting
15. lower band a change in direction may occur when the price penetrates the band after a small reversal from the opposite direction The Moving Average is simply a number representing the average of values over a specified period of time It is most often used to simplify graphs and show a smoother representation of the underlying share price or indicator A Simple Moving Average SMA is an average of values over a specified period of time where older and newer items have equal weighting An Exponential Moving Average EMA is similar to a SMA An EMA is calculated by applying a small percentage of the current value to the previous value An EMA applies more weight to recent values The Time Series Moving Average TSMA produces a moving average over a given period of time based on linear regression The Triangular Moving Average TMA produces a moving average in which the middle values are weighted more than the early and late values This enhances smoothing Variable Moving Averages VMA change the weighting based on the volatility of share prices MOVING AVERAGE EINVELOPES MA CONVERGENCE DIVERGENCE MACD MOMENTUM OSCILLATOR MONEY FLOW INDEX MFI ON BALANCE VOLUME Volatility Index Dynamic Average VIDYA developed by Chande is a variable length moving average which adapts to the volatility in question by exponentially smoothing data based on standard deviation The VIDYA uses a volatility index for weig
16. A ASK APA GROUP Lti gt Gescription AGL ERENGY E Detrcrintion ALM IMA Le fet Descrierii E Des ripi A E Scoot ANGELL CIM E Desiriplhimi APA CAP i Dracriptinn ALARA Example sorting data by description by dragging and dropping Description to the blank space above the headers 5 To undo the grouping of the security data simply drag the column header and drop it back to its original position as a column header 6 You can copy and paste information from the right hand side of the screen into a watch list for monitoring live prices Right click on the list of securities select Copy then right click on a blank watch list and select Paste 7 For live index pricing also see the section above on Watch Lists e APINE AB Australian 9 tak d z B j ts en Ts ee i E fa at Caption View constituent securities for all major S amp P ASX indices GICS stands for Global Industry Classification Standard and is the most common way of classifying companies based on the industry in which they operate The GICS Explorer allows you to search for securities based on their industry classification For example you may be happy with the performance of some Healthcare stocks you own and want to find others to invest in Or you may want to use the GICS Explorer to check your levels of diversification and decide whether to expand into other industries and sectors To view the GICS E
17. EXTRADE service etrade com au www etrade com au 1300 658 355 Monday to Friday 8am 8pm AEST CONTENTS Welcome to EX TRADE Pro Getting Started Installing EXTRADE Pro Logging in Customising your Workspace Right Click Menus Quick Access Toolbar Linking Windows Market Information Charts Market Movers News Watch Lists S amp P ASX Indices Explorer GICS Explorer Market Depth Course of Trades Tabular History Dynamic Data Exchange DDE Trading and Order Management Placing an Order Track Your Orders Market Depth amp View Orders Fill History Contracts Monitoring Your Portfolio EXTRADE Pro Positions WELCOME TO EXTRADE Pro If you re someone who trades regularly EXTRADE Pro offers you the market leading performance you need to make the most of market opportunities ETRADE Pro delivers the market to your desktop in real time This helps you make more informed trading decisions with real time streaming quotes and news all in a single customisable display This user guide will introduce you to EXTRADE Pro s main features as well as help you understand some of the powerful tools it contains To assist you the guide is separated into the following 5 easy to follow sections all supported by screen shots and explanations of the features Welcome to EXTRADE Pro Getting Started Market Information Trading and Order Management Monitoring Your Portfolio GETTING Started
18. If no date range is specified it will display the last 2000 contracts for the recent 12 months If all accounts linked to the User ID are selected then the last 2000 contracts in the last 3 months of the date range specified will be displayed both open and or non open orders depending on the type of order selected If no date range is specified it will display the last 2000 contracts for the recent 3 months 5 You can then click the contract number under column Ref to view the Contract Note 180 Test Zz Te est ar03180 Test 37031 80 _ Te estl 3703180 Test 3703180 Testu Viewing today s contract notes EXTRADE Pro Tip You can view and print contract notes from the Contracts window Simply click the contract note number you want to see under column Ref You can then view and print the contract note from EXTRADE Pro Fields in the Contracts Window REF MKT CODE ORDER BUY SELL TRADED Sea LED AV PRICE QUANTITY BROKERAGE TAXES GST FACE VALUE NET VALUE A C NO ACCOUNT NAME Displays the internal reference number of the contract This is also a link to the PDF contract Displays the market in which the order was placed i e ASX for equity amp warrants position and AOM for options Displays the Security code being bought or sold Displays the Order ID which is a unique identifier for this order within the account Displays the type of transac
19. Installing EXTRADE Pro First things first before EXTRADE Pro is displayed and before you can start using it you need to download and install it from the EXTRADE website To install E TRADE Pro 1 Log into the EXTRADE website http www etrade com au 2 Navigate to Trading gt Active Trader Platform 3 Make sure you are on the EXTRADE Pro tab within Active Trader Platform 4 On the right hanad side there is a login box showing Subscribe to EXTRADE Pro F zar E May Ol Sod Hia PM AEST Q ty Serres ale fa A Pro using Internet EeptorerD aeaii ET TRADE Pro preg Prtgerest Eupiener ich fees Enter your trading password to subscribe to EXTRADE Pro 5 This will take you to a new page where you need to accept the terms and conditions of the subscription Once you have read and accepted the terms and conditions enter your trading password to continue It is important that you do not share your trading password with anyone Active Trader Tools E TRADE Pra JHA Toa EMADE ho Madir Biicngtim Preferenoe or accgunk modii rT Cpoone Prong 90 per month PREE Foret i opora trace eoecuted mihn the myth Bie dikro T Ani p NGI the sbire trarcuaction processed to the sebstad anore s the beprei iha frih Fees For product aberth ell bedene sccording fin thie around of bobe age or mrba of ma eehed bre Chee e D tier ia rii red chy gerd to yoa chee ane lige mrih emd Peet bor product subecepiion aed Poe i
20. ag the column header and drop it back to its original position as a column header You can copy and paste information from the right hand side of the screen into a watch list for monitoring live prices Right click on the list of securities select Copy then right click on a blank watch list and select Paste 27 Market Depth 28 EXTRADE Pro Tip You ll notice rows flash green and red in the market depth A green flash indicates an increase in quantity at that price point A red flash indicates a decrease in quantity at that price point The Market Depth window displays streaming real time pricing information about a security It shows a summary of orders at each price level and it is separated into buys bids and sells offers Clicking on a price level where there is more than one order will expand the row to show all orders and their quantities To expand all rows click on the Depth Detail button at the top of the Market Depth screen Market Depth showing Buy amp Sell orders for BHP Opening a Market Depth window 1 Select Market Depth from the Quotes amp Research main menu 2 Enter a security code in the code box and hit Enter 3 Displayed will be the market depth for the security updating in real time The default is to display a summary of all orders at a particular price point By clicking on a row it will expand to show the detail of the orders
21. are optional but are useful if you re searching for news items within a certain date range ITEMS The number that you enter here limits the news items returned for each selected news source to the specified number SENSITIVE By checking this box you are requesting only those news items that are price sensitive Price sensitive news items are marked with an exclamation mark E ASK Headlines DJ Austreian Corporatia News E CG Australian Economic Nerves fe OV Ausiraien Market Update E Cs inberreationeal Economi ners E Ci international Market Update ape Sho Fe TEF Bo News settings search for news Watch Lists EXTRADE Pro Tip Hovering the mouse over a Watch List column heading will give you a description of that column Watch Lists provide a convenient way of viewing streaming market data for securities of interest There is an extensive list of information shown for each security which can be easily customised The colour of the font in a securities row reflects the direction of the price change for that security To create a Watch List 1 Select the Quotes and Research main menu then select Watch List 2 A blank Watch List window will be displayed 3 Click on the blank field in the Code column type in a security code and hit Enter All details for this stock code will be displayed 4 Repeat this as many times as you wish to build up a list of sec
22. at that price point 4 Your own orders will be highlighted in blue in the Market Depth Course of Trades The Course of Trades sometimes known as Course of Sales window displays all trades for a particular security You can view trades as they occur in the market and also search for historical trade information To view course of trades 1 Select Course of Trades from the Markets main menu The Course of Trades Settings box will be displayed where you can customise the amount and type of data to be displayed Enter the security s code you wish to see course of trade information for e g BHP and click Ok Displayed will be the most recent trades for the security updating in real time as more trades occur in the market By selecting the settings icon in the top right hand corner of the window you can change the number of items to return and or specify the date range for the results For example you may be interested in trading in BHP on a particular date You can also filter trades displayed based on the quantity value or price of the trade 6 Click Ok and the course of trades will be returned Searching for BHP trades in Course of Trades window 29 Tabular History EXTRADE Pro Tip As well as getting a quick snapshot of the pricing history you can use Tabular History to create your own charts Export the data by right clicking inside the window an
23. ccess Toolbar The Quick Access Toolbar is designed to enhance the speed and ease with which you can navigate within EXTRADE Pro The toolbar is however only in place for the duration of each logged on Pro session It will not save and re appear once you log off 11 Linking Windows E TRADE Pro Tip Keep your eye out for shortcut keys to manage your windows If shortcut keys exist they will be listed in the menus 12 Linking allows you to setup windows to act as a group This means when you change a security code in one of the linked windows all other linked windows are automatically updated with the new security code For example if you have three linked windows Market Depth Intraday Chart and Course of Trades for security code BHP and you change the code to RIO in the market depth window the other two linked windows will be updated to reflect the new security code RIO ai g ee ji 5 F 7 i i Aa i p Be JER mp p y y pp pidip podj peadkkasddssaakes e A P g La P z ar H ne Ea Example of linked windows How to link your windows To link windows within your Workspace 1 Activate the Context Menu right click your mouse button from within a current window that has a security code displayed e g market depth window for BHP 2 Select the Link Window menu item and then select New Group 3 Right click your mouse in the window that you wish to link e g Co
24. ccount Number that the order was transacted through ACCOUNT NAME Displays the Account Name POSITION Displays the quantity of the holding for the stock position and displays the Available to Trade for cash position AVAILABLE For stock position this field displays the quantity of the holding that can be sold For cash position this field displays the Available to trade value Sel LED For stock position this field displays the quantity of the holding which is settled For cash position this field displays the settled amount 40 B CKED VALUE P amp L AV PRICE LAST COST DIR CHANGE CHANGE NEWS NAME UNIT For stock position this field displays the quantity that is locked which could be as a result of e An unfilled sell order in the market e In case of equities stock position can be locked as a result of corporate actions For example the acceptance of a takeover e n case of Options stock may be locked for Options positions For example when it is lodged at OCH Options Clearing House e Stock transfers For stock position this field displays the current value of the stock position For cash position this field displays the Available to Trade Value This field is populated only for stock position and it displays the profit and loss amount for the stock position This field is populated only for stock position and it displays the average price of the stoc
25. ch your criteria will be displayed The following types of news items are displayed ASX COMPANY The full Company Announcement contained in a PDF ANNOUNCEMENTS attachment ASX HEADLINES The headline of the announcement which is posted when an announcement is released to the market by ASX s Company Announcements Office ASX MARKET Notification from the ASX that an announcement has been CONTROL received from a Company It can also be ASX specific notices DOW JONES DJ Top domestic and international market and corporate news from one of the world s leading publishers of business news and information 21 E TRADE Pro Tip News articles are an excellent way of finding out events that have or may impact a security s performance You can also specifically search for news articles that are sensitive and that may have an immediate effect on the security price 22 News settings window To customise the news items displayed 1 Select the Settings Icon in the top right hand corner of the News window hovering your mouse over these icons will indicate their function 2 You can customise the following items NEWS SOURCES This allows you to view news from a particular source COLOUR Use colour to distinguish news items from a given news source CODE Enter the security s code that you want to view news items for SEARCH TEXT Any particular text you wish to search for within the news items START amp END DATE These
26. d select Copy You can then paste this to Microsoft Excel to perform customised trend analysis 30 The Tabular History window displays trading summary data for a particular security The information is displayed by time period where you can customise the time period displayed in descending order This type of summary data is the same data used to create charts As well as getting a quick snapshot of the pricing history you can use Tabular History to create your own charts and perform customised trend analysis To view Tabular History 1 Select Tabular History from the Markets main menu 2 The Tabular History Settings box will be displayed Enter the security code you would like to view information for 3 Also select the interval option you would like to view historical trading data for For example a summary of data for 1 minute day or month a a a em _ Pe 23002 2012 Dynamic Data Exchange DDE Dynamic Data Exchange DDE allows you to download market data from Pro to an Excel spreadsheet that will then receive live market price updates direct to your worksheet You can use this to create your own dynamically changing formulas tables or diagrams to help you manage your portfolio To use this feature you will need to take note of the following System Requirements e Microsoft Excel 2000 or above e Windows XP Service Pack 3 Net Framework V2 or above e The DDE
27. e i Be caer ms fe bee a diiy ote biata paeba ad Fea alll as beled Fi hates a ier ai sour alter marihi You will need to accept the terms of the subscription to continue EXTRADE Pro Tip When installing Pro from the EXTRADE website it is important to clear your cache and delete cookies in your internet browser For IE users this is found under Tools gt Internet Options 6 A new window will launch with information about the latest version of EXTRADE Pro please make sure you have your pop up blocker turned off Read the information on the page then click the purple button Install Now ch e pee eats es ee oe ee bere hl ines voc ELN MERE i a j i a E ee Fea misreni ies Pa ah mri e e lem i BEE PER ate oe ge qe aa eg te eS a beem eee ee od ee ee i I i O e nrn a ag he Peers ee SS pes Ar ee ee a T a ad a e rem Se AD ecm ia oe a oi ee oie ae oa SP aes pee ee oes S ee eS a Eg N a h PA a LE Triei mri eM PAE i j e l i e o h o E a a oe eee T a E E e eS a a Peder Haaai jem ess Fag fe Pt a ee er Seg TE Sp ee bam dey ope ee eee ee ee me mea E a ee Ey op bee a iibi aa a rca endo Tr Pel diet ee ae eee be ee ener Se ee re eer ee ee ee ee i ii bai eed Ha rade meem mej Be ee ee ee ee oe iene es Bed sn TB Click Install Now to download the software 7 This will begin downloading the software installation When a new window appears asking if you want to Save or Run the file click Run
28. e not happy with Keep detais F Pree urda the order details click Revise to aw go back to the order entry screen Placing a buy order for BHP with a limit price of 50 50 ACCOUNT _ If you have more than one account associated to your User ID these will appear in the account drop down list under the Account field You must select the account that you wish to place the order on If you only have one account this account will be pre populated in the account field BUY SELL Select whether the order is a Buy or Sell CODE Specify the stock code that you wish to trade If you are unsure of the code then select the search icon to the right of the field QUANTITY Specify the number of units you wish to Buy or Sell ERICE By specifying Market you are requesting to Buy or Sell at the prevailing market price By Selecting Limit you are required to input the exact price that your order will be placed into the market at EXPIRY This specifies the lifetime of the order or how long it will stay in the market until it is automatically purged if it is not traded prior GFD Good for Day means that the trade will expire at the end of the trading session If the order is placed outside of market open hours it will expire at the end of the next trading session GTC Good till Cancelled these orders have an automatic expiration of 21 days Your order will be purged after this date Date You can manual
29. ed to its original position Working with multiple screens Many active traders use a lot of different windows while they monitor the market and can benefit from using multiple screens EXTRADE Pro makes multi screen use very simple by allowing you to detach your workspaces from the main window This means you can keep the same workspace organisation while using more than one screen See more with multi screen use To detach a workspace and use it on another screen 1 Right click on the workspace tab and select Detach This will create a floating workspace 2 Move your workspace to another monitor and click the maximise button to fit the new screen 3 Repeat this process for up to four workspaces 4 Save your desktop layout go to the Home menu and select Save Desktop this multi screen layout will now be remembered when you next log in ge a m o sre Poo ge eee Lo Seer SS Sarre ee a SS a ee ae ere Drag your workspace to a new screen To finish working with detached workspaces 1 Click the close button on the top right of the window NO The workspace is automatically added back to your main window 10 Using right click menus otherwise known as Context Menus is one of the most efficient ways to navigate within Pro This great feature allows you to e Customise the information that is displayed in a particular window and e Provides a la
30. ganised the way you intend to use it You can add and resize windows easily without losing them or continually reorganising your workspace To dock windows onto the Workspace 1 Click on the Dock icon in the top right hand corner of the window hovering your mouse over these icons will indicate their function 2 Move the mouse around to position the window in the Workspace where you wish to permanently position the window Whilst you are moving the window around the Workspace it will show a purple highlight of where it will dock 3 When you reach a location that is suitable click the left mouse button and the window will now be docked Note The first window to be docked in your workspace will automatically dock to the fullscreen ma Dptua Lan Tame Chg Chgt Open High Lew VahiselTrades News H BO 1s ae en 18 Hery JAn Bs Eaka ers PELi Ba JE r Ho a ii a n Snare e a a mw u zan 7 a peen z n Las _ i E Ss ae Docking a window Docked windows will always appear behind undocked windows as they are fixed to the Workspace whereas undocked windows are essentially floating Once a window has been docked it can be re sized by clicking and dragging the window frame This will also resize the adjacent windows in the Workspace To undock the window simply click the same button and the window will be restor
31. hting the data points Weighted Moving Averages WMA place more weight on recent values and less weight on older values Moving Average Envelopes consist of moving averages calculated from the underlying share price shifted up and down by a fixed percentage Moving Average Envelopes or trading bands can be imposed over an actual price or another indicator When prices rise above the upper band or fall below the lower band a change in direction may occur when the price penetrates the band after a small reversal from the opposite direction Shift specifies the percentage of shift for each moving average from the actual values The MACD is a moving average oscillator that shows potential overbought oversold phases of market fluctuation The MACD is a calculation of two moving averages of the underlying price indicator The momentum oscillator calculates change over a specified length of time as a ratio Increasingly high values of the momentum oscillator may indicate that prices are trending strongly upwards The momentum oscillator is closely related to MACD and Price Rate of Change ROC The MFI measures the strength of money going in and out of a security using volume and price for calculations The MFI is range bound between 0 and 100 and is interpreted in a similar fashion as the relative strength index The main difference is the MFI also accounts for volume whereas the RSI only incorporates price When the MFI moves
32. k position This field is populated only for stock position and it displays the Last Sale price of the Stock code For stock position this field displays the purchase price of the stock position i e settled value For cash position this field displays Available to Trade Value This field is populated only for stock position and it displays the direction of stock movement in the market This field is populated only for stock position and it displays the stock price change in the market This field is populated only for stock position and it displays the Change in figure This field is populated only for stock position and it displays any News item related to the stock code This field is populated only for stock position and it displays the Name of the stock code Displays the Currency of the stock and cash position EXTRADE Australia does not provide investment advice to its clients We take no responsibility if you rely on this information Contact Us Thank you for choosing EXTRADE Pro Please do not hesitate to contact EXTRADE if you have any further queries service etrade com au 1300 658 355 Monday to Friday 8am 8pm AEST www etrade com au 41
33. ly set the expiration date however this date must be within 28 days EXTRADE Pro Tip If you will be actively trading and do not wish to enter your trading password each time you place a trade you can turn this off via Settings located in the Home menu NB to disable this security feature you must enter your trading password Warning disabling this feature reduces the level of security applied to your EXTRADE Pro account This may increase the risk of unauthorised trades being placed on your account should your computer be left unlocked and unattended E TRADE Pro Tip Right clicking in the Market Depth at a particular price point and selecting the buy or sell option is a quick way to enter an order A pre filled order screen is brought up populated with the security and price Buy 1 000 BHP ASX eee At Limit 45 00 AT No 4TDODSO TestUserName AcciD 4700000 Value 45 000 00 Brokerage 45 00 GAT Bact Preview Order enter your rao password to confirm the order To place an order quickly from the Market Depth window 1 Right Click on the price level at which you want to Buy Sell 2 Select Buy at Or Sell at 3 This will open a pre filled order screen for faster entry REECE san EJ Depth Detail FR Expand Market Depth Buy at 36 220 H Sell at 36 220 Ea Course of Trades Placing an order from Market Depth 33
34. ms Shows the securities whose price has lost the most for the day in percentage terms and there is been a value turnover of at least 2 million Shows the securities that have traded the highest value volume current market price for the day Shows the securities with the highest volume traded for the day Shows the actively traded securities for the day xom Fe ASH Aus EJT Moz br Price Changs 21 yabe gt Code _ Di Chot News AEE 1403 HA 10X 9433 NA eB SX 7 ATS 5 Sa LINC ENRGY FPC 669 194 560 E Energy Soete Status lia Gath io ir ZES AQUA PLAT FRO 2897 335 050 Hatena at a SENEX FRO DS e A0 us ADUILA RES FPO 3 184 067 120 Enesgy 0208 320 220 WaT DESERT FF le 100 1 015 FORTESCUE FPC 14 517 971 000 Maternal 030 4690 4 680 KARDON FPO Lda 776 520 Enig p 270 A 48 460 Market Movers Example Top 20 by Price Change value over 2 million Stay informed on events impacting financial markets in real time with headlines and stories from a range of sources Search for news by symbol date or whether it s market sensitive Click on headlines that are underlined to launch the full news story View News To view news 1 In the Markets menu select News 2 The News window will open and you will be prompted with the Settings window 3 Choose your desired settings and press Ok the default settings will give you all news 4 The latest 50 news items that mat
35. n which the order was placed i e ASX for equity amp warrants position and AOM for options Displays the Security code being bought or sold Displays the Order ID which is a unique identifier for this order within the account Displays the price of the filled order Displays the quantity of the filled order Displays any additional text associated with the fill Displays the cost excluding brokerage GST fees etc of the filled order Displays the Account Number against which the order was placed Displays the Account Name 37 Contracts 38 The Contracts Window displays a list of contract details that have been created for your account s Viewing Contracts 1 Select Contracts from the Account Services main menu 2 The settings menu will be displayed allowing you to tailor the Contracts Window data displayed 3 Enter the settings for the contracts you want to see e g From and To today s date 4 Click OK and the contracts which meet your criteria will be displayed Please note there are date range restrictions as follows on the Contracts screen e If a specific account linked to the User ID is selected then the 36120081 ss 36118739 1 8799 as i o 3703180 Test 3703180 TestU last 2000 contracts within the last 12 months of the date range specified will be displayed both open and or non open orders depending on the type of order selected
36. our password with anyone 3 A new window will be displayed asking for your trading password enter your trading password and click OK EXTRADE Pro will now launch E gt TRADE pro bere a Pieni log ne int Hee E TRADE expat Login window asking for your User ID and Password This window is also where you can subscribe for Options pricing Select the account which you want the monthly fee to be debited from and view any announcements or special offers from EX TRADE Enter your trading password for security purposes Customising your Workspace EXTRADE Pro Tip Workspaces can be saved to a file on your local PC where they can be stored shared and can also be emailed to other users who may wish to use the same Workspace Your Workspace is the shell within 2 Alternatively you can right which all of your various Pro windows click on a Workspace tab and are displayed Within Pro you are in the Predefined Workspaces able to create and save workspaces menu option you will find the You are able to have up to 5 list of predefined Workspaces to workspaces open at any one time choose from Eray Your Workspace tabs When you install and launch Pro for the very first time a default Workspace will be displayed This is a suggested Workspace set up it can however be fully customised to meet your trading needs re Predefined Workspaces from Right click To create a new Workspace
37. plays a Chart for the security that is specified in the active window NEWS Opens a News window containing all of the news releases for the security that is displayed in the active window PRINT This allows you to print the information displayed in the current window COPY PASTE This feature allows you to copy and paste data and images from EXTRADE Pro into other applications such as Microsoft Excel or Word for further analysis Quick Access Toolbar The Quick Access Toolbar further enhances navigation within Pro This feature allows you to place frequently used windows e g Market Depth in an icon format within an easily accessible toolbar at the top of your screen You may then simply click on the icon to open a new window To activate the Quick Access Toolbar 1 Right click within an existing window or in a blank workspace to display the context menu 2 Right click a second time against the desired menu item within the context menu Another menu will open 3 Select Show Quick Access Toolbar Below the Ribbon This will create the toolbar space at the top of the screen Select Show Quick Access Toolbar Below the Ribbon 4 Right click and then repeat again and select Add to Quick Access Toolbar 5 The icon of the selected menu item will appear in a toolbar at the top of your screen 6 To open a new window simply click the desired icon Basic 2 Market Moi Quick A
38. rge range of short cuts to other windows within Pro ji et o p e e paa oa as a Fi E i Bu Aee Ei 4 r ta m 3 Duna 1 ir Em hid D Is Er ia jj tte sw DBn ie Lay ni idk Uai i hh La om ee l ti PEE TEETESTTET PEEREERERS BPESER ER PECE Example Right click on a chart to open a News window What can you do with the right click menus It is important to note that each menu displayed will vary depending on which window you click on This is because certain menu items are relevant to specific windows For example if you right click on a chart you can add an indicator Zoom in or even change the chart type It s best if you play around with each type of window and see what is available via right clicking Some common right click menu options are summarised in the table below You can customise the menu options displayed via Settings located in the Home menu BUY SELL This will open an order entry window with pre filled information LINK WINDOW Links the window to a group so that when you change a stock code in one window they all change This is explained in more detail at the end of this chapter UNLINK WINDOW Unlinks from the group you have previously linked it to MARKET DEPTH Opens the Market Depth for the security that is specified in the active window COURSE OF Opens the Course of Trades for the security that is specified in the TRADES active window CHARTS Dis
39. tem Chart Type Viewing a Chart at the top of the list 1 Under the Markets menu select 3 Select your desired chart type from Intraday chart the list 4 Your chart type will now be changed to the preference you have chosen Opening a chart window 2 Enter the security code that you wish to view the chart information for and hit Enter 3 The default candlestick intraday chart with a daily interval and a span of 1 year will be displayed 13 14 Interval amp Span The Interval determines the size of Se ee cee the increment of data plotted and the Span determines the timeframe of data to be displayed For example a chart with an interval of 5 minutes and a span of 1 day will plot the price movement in the security every 5 minutes for the course of 1 day see chart example Chart Indicators Candlestick chart showing 5 min price intervals EXTRADE Pro offers over 10 technical indicators to help you spot opportunities and make the most of your trading BOLLINGER BANDS MOVING AVERAGE Bollinger Bands are based on the standard deviation of price added to or subtracted from a simple moving average The standard deviation error is added to the moving average for an upper envelope and subtracted for a lower envelope Bollinger Bands as with most bands can be imposed over an actual price or another indicator When prices rise above the upper band or fall below the
40. tion i e buy sell Displays the Trade date Displays the Settlement date Displays the average price Displays the quantity of the contract Displays the brokerage amount Displays tax amount if any Displays the GST amount Displays the purchase price face value of the stock Displays the Net value which includes Brokerage GST taxes fees etc Displays the Account Number against which the order was placed Displays the Account Name 39 W O NERO IN Le Your Portfolio The Positions window in Pro displays an aggregate view of all securities you own as well as cash account balances excluding margin loans The information is updated real time to reflect continual changes in the market and therefore your entire portfolio value To view your Positions 1 Select Positions from the Portfolios main menu 2 Select the account that you wish to view data for from the Account drop down menu ANZ BANK FFO 5 BRICKWORKS FPO Material MACAR COAL FPO WESTPAC FPO View all your positions and P amp L performance in real time Fields in the Positions Window CODE Displays the stock code for stock position and displays AUD for cash position MKT Displays ASX for equity amp warrants position and AOM for options Displays CASH for cash position SECTOR Displays the sector classification of the stock e g Financials Telecommunications Services A C NO Displays the A
41. urities in your Watch List 5 Alternatively you can also drag a security code from another window and then drop it into the blank field in the Watch List window To change a security within your Watch List 1 Click on the security code you wish to change 2 When the cursor appears re type the security code you wish to replace it with Delete a Security within a Watch List 1 Right click over the row you wish to delete 2 Select the Delete option in the context menu 3 To save your changes refer to the Saving a Watch list section below Right click to delete a stock Customise your Watch List Right click your mouse in the column of any heading in the Watch List window and you will see the control menu for the Watch List displayed You can e Sort based on the column e Hide a column e Save the grid layout e Access Grid Properties PEEEREEEL EY a co FRO sarit Palen tte OA FPO EEEE PE pa pe a R a tal e pa ae ha a p A AEN AEE EEFE 23 EXTRADE Pro Tip Once you are happy with your Watch List customisation you can save the layout and apply it to others Right click on a column header select Save Layout and save it to your computer Apply the layout to other Watch Lists by right clicking on the new column header and select Load Layout 24 Choose the columns you want to see by using Grid Properties 1 Select Grid Properties by right
42. urse of Trades and then select BHP 4 Both windows will now be linked and will display information for the security BHP Again the icon in the top right hand corner of each window indicates that the windows have been linked Windows can also be linked automatically if they are opened by right clicking on another window The newly opened window is automatically linked to the original window e g launching a News window from a Market Depth window To open an automatically linked window 1 Ensure the current window has a security code selected e g BHP in the Market Depth window 2 Right click your mouse in the Market Depth window and select another window to be launched e g News 3 Anew News window will appear containing news for BHP 4 Both windows will now be automatically linked to each other How to un link a window To un link a window simply click the button on the top right of the window or select un link window from the right click menu MARKET Information Charts Charting allows you to view intraday Chart Types and historical price data on any security in a graphical form EXTRADE To suit your individual needs Pro charts are highly customisable EXTRADE Pro offers 7 different chart and you can add technical indicators types To change your chart type draw trend lines zoom in on chart 1 Right click inside the chart men nd more segments a window 2 Select the menu i
43. xplorer 1 Select GICS Explorer from the Quotes amp Research menu 2 Click on an Industry Group on the left hand side You will notice all the securities within that industry are displayed on the right 3 You can expand the Industry group on the left by clicking on the Expand button amp This will show another list of sub industry groups which you can click on 4 The security data on the right hand of the screen may be grouped or categorised by dragging and dropping column headers to the blank space above the headers Bere to group by that column a ltteers eerie ARDENT LE ADCORP A ADEFFECTI ADVANCED ADVANCED ARTIST amp E AINSWORT Leisure Faci Advertising Advertising Auto Parts Auto Farts Education 5 Casinos amp G Description Sub Indu i Sub Industry T Exchange Description Sector ee ee ee ee ee oe 4 Sub Industry Advertising E Sub Industry Apparel Retail i Sub Industry Apparel Accessories amp Luxury G Sub Industry Auto Parts Equipment Sub Industry Automobile Manufacturers Sub Industry Automotive Retail E Sub Industry Broadcasting Sub Industry Cable w Satellite E Sub Industry Casinos amp Gaming Example sorting data by sub industry by dragging and dropping Sub Industry to the blank space above the headers To undo the grouping of the security data simply dr
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