Forex Online Trading User Guideres.wfgold.com/pdf/forex/fx_pc_en_v1.1.pdf · 2015-09-02 · 08.2015...
Transcript of Forex Online Trading User Guideres.wfgold.com/pdf/forex/fx_pc_en_v1.1.pdf · 2015-09-02 · 08.2015...
1
Forex Online Trading User Guide
WING FUNG FOREX LIMITED Tel (HK) : (852) 2303 8690
Tel (China) : 400 120 1080
Fax (HK) : (852) 2331 9505
Fax (China) : 400 120 1003
Email : [email protected]
Website : www.wfgold.com 8. 2015
08.2015 | FOREX ONLINE TRADING USER GUIDE 2
CATALOG PAGE
1 Introduction 3
2 System Requirement 4
3 Trading Platform Operation 5
3.1 Trading Platform Main Window 5
3.2 Get Starting 5
3.3 Login 8
3.4 System Menu 12
4 Trading and Dealing 19
4.1 General Trading and Order placing 19
4.2 If- Done and Once Cancel the Other Order (OCO Order) 24
4.3 Shortcut Key on Position liquidation 26
4.4 Order Viewing and Modification 27
4.5 Cancel Order 28
4.6 Hot Key for Fast Execution 29
5 Account Balance and Open Position 31
5.1 Account Balance 31
5.2 Account Info 32
5.3 Open Position Listing 33
5.4 Pending Order Listing 34
5.5 Limit/Stop Order Query Listing 34
5.6 News, Logs and Company Message Listing 35
6 Layout, Logout & Style 36
6.1 Layout 36
6.2 Logout 37
6.3 Style 38
7 Customer Support 39
08.2015 | FOREX ONLINE TRADING USER GUIDE 3
1. INTRODUCTION
Wing Fung Forex online margin trading platform is specifically designed for investor who can trade freely online
with our latest state-of-art computer technology. It provides real-time quote, chart, account balance, ordering and
account statement as well as the latest market information. Besides, the window style of this trading platform can be
easily customized according to personal preferences for faster, safer and high efficiency of online trading.
08.2015 | FOREX ONLINE TRADING USER GUIDE 4
2. SYSTEM REQUIREMENT
Web-base version (Silverlight)
Operating System : Microsoft Windows XP (SP3) or above
CPU : Pentium IV 2.4G or above
RAM : 1G RAM or above
Resolution : 1024 x 768
Network Connection : broadband
Browser : Microsoft IE 8.0 or above
Software : Microsoft Silverlight (http://www.microsoft.com/china/silverlight/default.aspx)
: Adobe Flash Player 10 or above, (http://get.adobe.com/flashplayer)
Installation version (JAVA)
Operating System : Microsoft Windows XP (SP3) or above
CPU : Pentium IV 2.4G or above
RAM : 1G RAM or above
Resolution : 1024 x 768
Network Connection : broadband
Software : JAVA Version 6.0 or above and Adobe Flash Player 10 or above
08.2015 | FOREX ONLINE TRADING USER GUIDE 5
3. ONLINE TRADING PLATFORM OPERATION
3.1 Trading Platform Main Window
►The diagram shown below is a default interface of the trading platform. It can easily be customized based on
customer’s own preferences
3.2 Get Starting
3.2.1 Login the platform
► Visit our home page and click [Login] from [CUSTOMER LOGIN] icon or directly use login links below
DEMO http://bfdemo1.wfgold.com or http://bfdemo2.wfgold.com
PRODUCTION http://bf1.wfgold.com or http://bf2.wfgold.com
Follow the Display : Select > Account > Bullion or Forex (Please select Forex)
Select > Connected > Connect 1 or Connect 2
Select > Language > Traditional Chinese, Simplified Chinese or English
Click > OK (Login)
08.2015 | FOREX ONLINE TRADING USER GUIDE 6
►Before or after logging in, login shortcut can be installed by clicking [System] at the page top menu. Select
[install] from pull-down for downloading shortcut onto your desktop.
(Before login) (After login)
►Click [Install] to begin downloading
►JAVA installation and download
Make sure you have installed JAVA Script Language into your computer. If not, use the download link below to
complete the process.
http://www.java.com/en/download/
After having JAVA Script installed, begins downloading and installing with your browser by surfing the following
link
http://bfdemo1.wfgold.com/WFF/WFForex.exe
When system displays the following message, please choose “Execute” to continue
08.2015 | FOREX ONLINE TRADING USER GUIDE 7
Click “Next” from the following install page, and tick “I accept the agreement”. Continue with “Next”
Click “Finish” to complete installation to which program shortcut will also installed onto computer desktop.
Client can login the system immediately.
Icons shown below are WING FUNG FOREX ONLINE TRADING SYSTEM shortcut. Client can have
quick access by clicking the shortcut during next login.
SliverLight version shortcut JAVA version shortcut
08.2015 | FOREX ONLINE TRADING USER GUIDE 8
3.3 Login ►The page shown below is the login page of WING FUNG FOREX ONLINE TRADING SYSTEM.
3.3.1 Login page Login page through Web
1) Clients agree the “Notice to Clients”
2) Input “User ID”
3) Input “password”
4) Then click “Login”
Login by JAVA shortcut
1) Clients agree the “Notice to Clients”
2) Input “User Name”
3) Input “password”
4) Then Click “Login”
08.2015 | FOREX ONLINE TRADING USER GUIDE 9
Remark: Once clients click login and enter into our online trading system, it means clients have agreed
the Notice to Clients and its content. If clients have any doubt about our notice and its content, please do
not login and contact our customer service for more information.
*[Private browsing mode] Web browser may stop SliverLight from reading and writing data, which will
cause our trading system not properly working. Hence, never set your browser in [Private browsing
mode] to ensure the access to our system normally.
Table shown below is the [Private] mode of different web browsers
BROWSER NAME PRIVATE MODE TYPE
Internet Explorer InPrivate
Mozilla Firefox Private
Safari Private
Login by Sliverlight shortcut
1) Clients agree the “Notice to Clients” 4) Select “Language”
2) Input “User Name” 5) Select “Connection”
3) Input “Password” 6) Then click “Login”
1
4 5
2
6
3
08.2015 | FOREX ONLINE TRADING USER GUIDE 10
3.3.2 Reset Password
In case client forgets his password, he can reset his password by clicking “Reset Password” function from
login page. Fill in specified client information and click “Submit” button.
If fill-in information is correct, our system automatically reset new password which is being sent to client’s
email box that has officially registered with us. The following reminder also displays on page.
In case of wrong information, the following warning message is displayed. Please try to input again or
contact our customer service.
08.2015 | FOREX ONLINE TRADING USER GUIDE 11
►The initial login time and account number are shown at the bottom of left-hand corner once login is success.
►while the trade server time is shown at the bottom of right-hand corner
3.3.3 ZOOM WINDOW
►By moving the mouse to the top of right-hand corner of each windows of Trading Instrument, Account Balance,
Account Info, etc., simply click the + / - sign and the body of its text can be zoom in or zoom out
3.4 System Menu
►Select “System” from menu bar located at the top of right-hand corner, clients can opt to “Logout”, “Change
Password”, “Account Selection” or “Install shortcut”
08.2015 | FOREX ONLINE TRADING USER GUIDE 12
3.4.1 Change Password and Account Selection
Change Password - Clients can change password, such as login password or emergency phone trade identification
code.
►Input old password and follow by new one. Input once to reconfirm new password
Select Account - If client holds more than one trading accounts, he can select the favor one for instant monitoring.
08.2015 | FOREX ONLINE TRADING USER GUIDE 13
3.4.2 Real-time Chart
►Click “CHART” at the main menu bar, a new real-time chart will pop up in no time
As clients wish, they can make use of the function bar to access Trading Instrument, Frequency of Time Frame,
Chart Type, Technical Indicator, Line Study, Zoom In/Out, Delete Selected Object, Grid, Cross-line, Change of
Color, Save as Picture, Show Open Position and Show Pending Order.
3.4.3 Report
►Clients may retrieve “Report” from the main menu bar. They can choose either Ledger or Statement.
(Remark: ABODE FLASH PLAYER is essential for report activation. HTML or PDF is also available)
Select “Report→Statement”, click on “Date”. Change date for statement. Tap box for day, week or month. Click OK
08.2015 | FOREX ONLINE TRADING USER GUIDE 14
At the left top corner, clients can opt for printing or save as PDF. While at the right bottom corner is for single page
or multiple pages display, and zoom in/out. It operates the same way when retrieving “Ledger” and “Statement”
Client Statement
Account Ledger
08.2015 | FOREX ONLINE TRADING USER GUIDE 15
3.4.4 Deposit and Withdrawal
►Clients can make online deposit through UNIONPAY payment system or apply withdrawal to their officially
registered bank account.
Withdrawal
Select “MARGIN” at the main menu bar. Choose account number at account bar and payment Instruction
at document bar.
(Remark: The system accept payment instruction only paying to officially registered bank account)
Official registered bank account information can be seen under “Bank account” column here.
08.2015 | FOREX ONLINE TRADING USER GUIDE 16
Deposit
When deposit option is selected, the system will directly connect to UNIONPAY online payment system (Please
refer to step by step deposit guide from Wing Fung Website). Once UNIONPAY clear the deposit, the transfer
amount will automatically be uploaded to client trading platform immediately.
3.4.5 VIEW
►Click [View] at the main menu bar for having instrument price, account balance and account info. Besides, the
option of modification for background color (black or white) can also be chosen here.
►PRICE – There are two options for price view - Card View or List View. Client can freely do zoom in and zoom
out.
08.2015 | FOREX ONLINE TRADING USER GUIDE 17
► Price flashing and its color
When back color of price quote flashes to green, it means price went up. While it flashes to red, it means price went
down compared with the last spot price.
► Time and High/Low
The last updated time of Instrument is displayed under the Instrument name. The High/low price is indicated by
highest of client sold price (BID) and the lowest of client sold price (BID) of that related instrument.
08.2015 | FOREX ONLINE TRADING USER GUIDE 18
Right click from mouse will call out “Instrument Price Menu”
1) Select “Place” will call out “Trade and Order dialog Box”. (Please refer to 4 Trading)
2) Select “Chart” will call out “New Chart Window”. (Please refer to 3.4.2 “Chart”)
3) Select “Add or Remove” will call out “Instrument Selection”, instrument can be added, removed and
rearranged in different order.
08.2015 | FOREX ONLINE TRADING USER GUIDE 19
4) Select “Product Info” will display 3 options, (a) the High/Low for the trade day, (b) Previous Close, (c)
Interest Rates.
(a) High/Low – the highest and lowest of client sold price for the trade day.
(b) Previous close – compared with yesterday closing price or last spot price.
(c) Interest rates – a payable or receivable interest rate for holding opening position overnight (HK gold is
paying or receiving in fixed amount)
4. TRADING
4.1 Trading and Order placing
►Double click on instrument, “Trade and Order dialog Box” pop up. Clients can choose to place instant order
or pending order.
08.2015 | FOREX ONLINE TRADING USER GUIDE 20
4.1.1 Instant Order (market order)
► Make New Order
First of all client should decide number of lot he wishes to trade. Once the price quote turns to his favor, hit the
price quote immediately (Buying hit on ASK quote, selling hit on BID quote)
Market order is sending in no time. A window will pop up showing confirmation status. Trade number is also
listed for reference. Click [Close] to turn off the window when transaction is completed.
08.2015 | FOREX ONLINE TRADING USER GUIDE 21
►Liquidation Order
Open positions within the blue circle are subject for liquidation. Simply pick the target trade by checking the small
box in front and modify its quantity. If all the open positions need to close out, just click [Close All]. When price
moves in client favor, hit price quote directly for instant execution. (Hit ASK <Pink Blue> for BUY, whereas hit
BID <Pink Red> for SELL.
(Remark: No response returns if price quote is not corresponding to the close out instruction when hitting on price
and its color is grayish-white)
The verification window pops up and displays detail trade status. Trade reference number is fully listed after
execution. Click [Close] to turn off the window.
08.2015 | FOREX ONLINE TRADING USER GUIDE 22
4.1.2 Order Placing – Pending Order (Limit Order or Stop Order)
►Limit / Stop New Order
Select “Pending Order” then check the box for Limit Price or/and Stop Price and fill up target price. Confirm
desired quantity and time expiry. Once the instruction is completely filled, clicks the [Submit].
Order confirmation window will pop up to display full ordering status. Order reference number is listed after
placing. Click [Close] to turn off the window after.
08.2015 | FOREX ONLINE TRADING USER GUIDE 23
►Limit / Liquidation Order
Choose target order that would close out. Check the box for Limit Price or Stop Price, and then fill in target price.
Confirm desired quantity and expiry time. Once the instruction is completed, click [Submit] button to send order.
► Once Cancel the Other Instruction (OCO)
When boxes of Limit price and Stop price are checked, the box in front of OCO is automatically kicking start,
which indicates this is an once cancel the other instruction. Either one of the orders would automatically be
cancelled when one of them is hit by the market.
08.2015 | FOREX ONLINE TRADING USER GUIDE 24
4.2 If Done Order Instruction
After checking the box for If-Done, order direction and target price similar to placing a limit/stop new order. Finally,
set Limit and Stop price at the activated If-Done window as it requires.
(Remark: Only when If-Done order entry set ahead is executed, then the subsequent order will be activated)
► If-Done and OCO instruction
After checking the box of if-done and OCO, set target Limit and Stop price. Set Limit and Stop price again in the
pop up If done close (sell) window as it is requested.
(Remark: Either one of the orders for OCO are executed, the other will be cancelled by system. Simultaneously, the
corresponding If Done-Close (sell) instruction will be activated immediately.
08.2015 | FOREX ONLINE TRADING USER GUIDE 25
The order confirmation window will pop up to display the order placing status with full detail. Order reference
number is listed after placing. Click [Close] to turn off the window after.
The non-activated order in the Pending Order Listing will promptly be activated or cancelled right after OCO order
is hit by the market.
When the market hits the pre-set price of 1.2966, the buying limit order of OCO at 1.2966 will get done and the
1.3029 Stop Order will instantly been cancelled. Simultaneously, the corresponding if-done order for 1.2966
immediately activated (Limit Sell 1.3005 and Stop Sell 1.2944), while the related 1.3029 if-done order immediately
be cancelled by the system (Limit Sell 1.3069 and Stop Sell 1.2991).
08.2015 | FOREX ONLINE TRADING USER GUIDE 26
Pre-set order price falls beyond system allowance
If Limit/Stop Order is set too close to market price, alert warning dialog box will pop up. Click “Yes” to allow
system to make adjustment, click “No” to cancel the ordering.
4.3 Shortcut Keys for liquidation
Liquidation on Market
For quick liquidation against an open position by market order, simply hit on the shortcut key “Liquidation”
located in front of each open position under “Open Position Listing”. A popup screen for trading instruction
appears, same working procedure is applied as described in 4.1.1
Liquidation on Limit
For liquidation by limit price, click the hot key “Limit/Stop” under “Open Position Listing”.
A Pending Order screen pop up, same procedure is applicable as described in 4.1.2 (Limit or Stop)
Pick open positions from “Open Position Listing”
When order placing is done for one open position, no further order placing for same open position is allowed. A
Brief order placing info can be seen under the column of Limit and Stop heading.
(Remark: Quantity of liquidation on Stop/Limit order is not allow larger than the quantity of Open position )
08.2015 | FOREX ONLINE TRADING USER GUIDE 27
4.4 Viewing and Order Modification
4.4.1 Viewing an Order
All Orders that have submitted can be read at “Account Info” from Pending Order Listing only for that login period.
The same can be read at the “Limit/Stop Query Listing” about detail of order placing and its outcome that have been
saved within past five trade days
Select Query, Instrument and Account, select how many days to query. Click “Query”
08.2015 | FOREX ONLINE TRADING USER GUIDE 28
4.4.2 Order Modification
Double click order for modification in the Pending Order Listing or Limit/Stop Query Listing, Pending Order
Details window pop up. Check the box of “Modify Order Price” then fill in new price in “New Price (LMT) or /and
New Price (STP)”, click [Submit] to confirm modification.
When Confirmation Window pop up, click “Yes” to send or “No” to cancel action.
4.5 Cancel Orders
Double click order like 4.4.2 Order Modification and then click “Cancel This Order”, then click [Submit] to confirm
cancellation.
When the Confirmation Window pop up, click “Yes” to send or “No” to cancel action.
(Remark: Once the order modification or cancellation has been confirmed, the relevant orders such as IF-DONE or
OCO would be cancelled simultaneously.)
08.2015 | FOREX ONLINE TRADING USER GUIDE 29
Placing Order Time
Action of Add, Modify or Cancel any Limit/Stop Order can only be accepted within trading hours. No further
actions on the foregoing instructions are allowed during settlement processing period and after trading hours as
well.
4.6 Hot Key for Fast Execution
4.6.1 Open a new order
Click on will-be trade Instrument price quote once, the quote board reverses instantly.
Verify number of lots for new/liquate order that would deal. Directly click on price quote when target price comes.
Click B with pink blue color for BUY and click S with Pink Red color for SELL. Not response return by hitting
price in grayish-white color.
The trading instruction is sent instantly. A window pops up for immediate confirmation in which trade reference is
listed. Click [Close] to close the window when transaction has been completed.
08.2015 | FOREX ONLINE TRADING USER GUIDE 30
4.6.2 Liquidation Order
Click on will-be trade Instrument price quote once, the quote board reverses instantly to show fast execution mode.
Verify number of lots for new/liquate order would trade. Directly click the price quote when right price comes.
(Click B with pink blue color for BUY and click S with Pink Red color for SELL. Not response return by hitting
price in grayish white color)
(Remark: All action on Hot Key for Fast Execution is based on first in first out protocol)
Trade instruction is sent instantly. A confirmation window pops up for immediate confirmation in which trade
reference is listed. Click [Close] to close the window when transaction has been completed.
Back to general instrument quote mode
Click the instrument price quote once, price quote board will reverse back to general instrument price quoting mode.
08.2015 | FOREX ONLINE TRADING USER GUIDE 31
5. Account Balance and Open position
5.1 Account Balance
►Click “VIEW” from main window menu, choose “Account Balance”. Account balance status is duly displayed.
►Account Balance
The table below shows following information: account title, currency, account balance, equity, margin requirement,
usable margin, floating P/L and margin ratio.
Account Number An identity number registered for trading account.
Customer Name A customer name registered for his trading account.
Currency A settlement currency for its trading account.
Account Balance An updated cash value as floating P/L is not included. This balance is
constantly updated.
Floating Profit & Loss This is a mark-to-market value of entire open position. This floating is
updated instantly.
Equity This is a net asset value of the trading account. It is the sum of account
balance and floating P/L.
Margin Requirement Margin is required to hold number of open positions.
Usable Margin A net value that equity subtracts margin requirement. If an equity is great
than margin requirement, the excess can be applied to build up additional
open position.
Margin Ratio This ratio is calculated to reflect the percentage of equity over margin
requirement (the higher the safer).
Remark A special reminder for account status.
Viewing multiple account balance
If clients got more than one account with our company, they can request us to put them all together in the same
trading platform. Clients can easily click to expand by “-“sign which located at left side of
account number in order to have better control and monitor on them..
08.2015 | FOREX ONLINE TRADING USER GUIDE 32
5.2 Account Info
►Click “VIEW” once at main window menu, “Account Info” frame displayed.
From Account Info frame, there are several info columns like “Open Position Listing”, “Pending Order Listing”,
“Position Summary Listing”, “Stop/Limit Query Listing”, “News, Log and Message Listing”.
Clients may drag and drop anyone of the info frame freely over the page according to their need. When they want to
close the frame, just click , the frame will automatically fall back to main window
Once the window layout has been modified, save it for next login.
08.2015 | FOREX ONLINE TRADING USER GUIDE 33
5.3 Open Position Listing
This listing records all open positions and its market valuation. Clients can click to shut off the column header,
click hidden to display the closed column header or click to rearrange trade data in order.
Client may drag a column header to green bar for group classification.
Drags instrument to green bar for instrument grouping
Click the instrument to cancel grouping and restore setting.
08.2015 | FOREX ONLINE TRADING USER GUIDE 34
5.4 Pending Order Listing
This Listing displays all pending limit, stop and confirmation order done after login
5.5 Stop/Limit Query Listing
This listing provides query for to-date pending order, or any placing order record for the past 7 days.
Select Query and input 4 days then click “Query” to search for all limit/stop order record (Include: New add,
Amend and Cancel record)
Search result for last 3 days all EURUSD order record
08.2015 | FOREX ONLINE TRADING USER GUIDE 35
5.6 News, Logs and Company Message
5.6.1 News
Display real-time market information and important financial news
5.6.2 Log
Display all the login activity record in text format and its reference numbr
5.6.3 Company Message
Display message from company to clients
Once the headline is tap, the content of message is immediately displayed. Click exit and return to main window.
.
08.2015 | FOREX ONLINE TRADING USER GUIDE 36
6. Layout & Style + Logout
6.1 Layout
6.1.1 Save Layout
Clients can customize the main window for his favorite layout or pre-set anyone of it as a default layout.
Click “Save” to call out save layout dialog box. Give a name and check the box to set a default. Click “OK” to
complete save action.
Layout has been saved and it is displayed in the menu. It can be brought into use by clicking any time.
6.1.2 Delete Layout
Click layout > setup, “Setup” dialog box pop up. Choose layout name for deletion. Click delete button to complete
the deletion.
08.2015 | FOREX ONLINE TRADING USER GUIDE 37
6.1.3 Modify the default layout
Click layout > setup “Setup dialog box “pop up. Choose default layout name. Click the button “as Default Setting”
for storing layout.
Reset to default system layout
Click layout > reset, the present screen will return to default system layout
6.2 Logout
Click System and then click “LOGOUT”, the system will logout and back to the main interface automatically.
08.2015 | FOREX ONLINE TRADING USER GUIDE 38
6.3 Style
►Background color Style (white or black)
Clients may choose default background style either white or black as their background color
08.2015 | FOREX ONLINE TRADING USER GUIDE 39
7. Customer Support
►In case of any question about account opening, account condition, platform download, demo trading, trading rule
and regulation, installation and application of trading platform, customer are welcome to call our customer service
by (852) 2303 8690 or China free toll 400 120 1080. Our professional teams of customer service are always
wholeheartedly to extend their utmost service.
Trading Hours
Summer Time (HK Time) Winter Time (HK Time)
Monday or The Day After Holidays
6 am to next day 5 am
Monday or The Day After Holidays
7 am to next day 6 am
Tuesday to Thursday
5 am to next day 5 am
Tuesday to Thursday
6 am to next day 6 am
Friday
5 am to next day 3 am
Friday
6 am to next day 4 am
Contact us
Enquiry Hotline (HK) : (852) 2303 8690
China Toll Free : 400 120 1080
Fax (HK) : (852) 2331 9505
China Toll Fax : 400 120 1003
Email : [email protected]
Website : www.wfgold.com