User Guide OPF TRADER. Copyright Oriental Pacific Futures Sdn Bhd. All Rights Reserved.

Transcription

1 User Guide OPF TRADER Copyright Oriental Pacific Futures Sdn Bhd. All Rights Reserved.

2 Table of Contents System Requirement Checklist... 2 Section 1: Login to OPF Trader... 3 Section 2: View Live Quotes... 4 Section 3: Order Book... 9 Section 4: Order Placing A) Order Ticket Method: B) Reflector Method: Section 5: Cancel or Amend Orders Section 6: View Account Status Step 7: Saving Your Settings Have Questions About This User Guide? User Guide - OPF Trader Page 1 of 29

3 System Requirement Checklist To ensure optimal performance for the OPF TRADER application software, please check that your system specification matches the following minimum recommended requirements checklist. OPF TRADER may not work optimally with systems that do not meet the following minimum requirements. Operating System : Windows XP ( Service Pack 3 ) Software : Java Software ( Provided ) Processor : Intel Core 2 Duo Memory : 1GB RAM Memory User Guide - OPF Trader Page 2 of 29

4 Section 1: Login to OPF Trader 1. To login to your OPF Trader, first double click OPF Trader icon. 2. You should now see the Login Screen. Enter your Username and Password in the fields. 3. If you wish to change your given password, click the button, as highlighted as below. User Guide - OPF Trader Page 3 of 29

5 Section 2: View Live Quotes 1. To view Live Quotes, click the New shown below. 2. Click the triangle icon on the left of your screen to display the products column. 3. You should now see the Products column (see screenshot below).to add products, click the User Guide - OPF Trader Page 4 of 29

6 4. You should now see. Click the plus icon. 5. To add products, click the, on any of the products listed. In this example, we are going to add FKLI products by clicking the plus icon. User Guide - OPF Trader Page 5 of 29

7 6. The should now show Futures contract months sub items. Click the month of the contract. 7. Highlight the months that you are interested to trade by holding and clicking the name of the items. User Guide - OPF Trader Page 6 of 29

8 8. Press and hold the Ctrl Key and double click. 9. To add other BMD products, repeat steps 4 to To view the product separately, click the BMD tab. 11. To modify the heading, click any column, right click and choose Select Columns. User Guide - OPF Trader Page 7 of 29

9 12. Tick the checkboxes for these: Last Traded Price Total traded volume Bid volume Bid price Offer Price Offer Volume Opening Price, Change (Last-YDSP) High Price, Low Price Yesterday Daily Settlement Price Contract Status 13. Click OK. 14. To adjust the Heading, click the header at the columns and drag accordingly. When you are done, right click and choose size column to fit screen. For video tutorial on how to setup hot quotes, please visit: User Guide - OPF Trader Page 8 of 29

10 Section 3: Order Book 1. To view Order Book, first you need to click the New button as shown below. 2. Next, click the Status tab. User Guide - OPF Trader Page 9 of 29

11 a) You should now see the following screen. On the Working Order sheet (a) shown above, right click the white area. Click Select Columns. Tick the checkboxes for these: Trader Account Status Exchange Commodities Contract Date Buy/Sell Lot Price Limit Price (Stop-Limit) Order Type Fill/Working Entry Time Good Till Date Single-Click Cancel User Guide - OPF Trader Page 10 of 29

12 b) You will also see the Completed/Traded Order (b) shown on the screen below. On the Completed/Traded Order sheet (b) shown above, right click the white area. Click Select Columns. Tick the checkboxes for these: Trader account Status Exchange Commodity Contract date Buy/Sell Lots Price Average price Fill time Reason (Optional) User Guide - OPF Trader Page 11 of 29

13 5. Once you have completed the setup, the Working Orders will be shown. For video tutorial on how to setup order book, please visit: User Guide - OPF Trader Page 12 of 29

14 Section 4: Order Placing 1. Before you place orders, first you need to setup your OPF Trader. To do this, click the Settings button shown below. 2. You should now see the following screen display. Please tick the following items of the checkboxes: Display Reflector Button Floating Reflector Floating Ticket and Reflector 3. Click OK. User Guide - OPF Trader Page 13 of 29

15 4. There are 2 methods to place orders: A) Order Ticket B) Reflector A) Order Ticket Method: 1. Click the button at the bottom of your Main Screen. User Guide - OPF Trader Page 14 of 29

16 2. When you see the screen below, you are now ready to enter your order details. a) Click the month that you want to trade and the Exchange, Commodity and Contract Date will be automatically changed. b) For the Order Type, if it is a Limit Order just choose Limit. c) Lots: The number of Lots that you want to buy or sell. d) Price: Price at which the order is to be submitted. e) Select the Price from the tick bar that appears when you place the cursor over the field. f) Account: Choose your Account Code. g) To change the Order Ticket to Sell, click the For video tutorial on how to place orders using order ticket method, please visit: User Guide - OPF Trader Page 15 of 29

17 B) Reflector Method: 1. If you wish to use the reflector method, first select Reflector button from the main screen shown below. User Guide - OPF Trader Page 16 of 29

18 2. Order placing for reflector method: a) To change the font, click the Un-tick Use Default, tick the Bold checkbox and set Min Size to 15 and Max Size to 18 (Optional) for bigger fonts. User Guide - OPF Trader Page 17 of 29

19 b) Key in your own Account Code. c) Key in the Number of Lots (Contracts) that you want to Buy or Sell. User Guide - OPF Trader Page 18 of 29

20 For Queuing Orders: d) Queue to Buy: Queue to buy orders are selected BELOW the Grey Line. Left click at the blue column to queue to buy (e.g 3387). Queue to Buy Orders are at the Blue Column BELOW the Grey Line A Confirmation of Order box will prompt you to check your order details. If everything is in order, click the Yes button. User Guide - OPF Trader Page 19 of 29

21 e) Queue to Sell: Queue to buy orders are selected ABOVE the Grey Line. Left click at the red column to queue to sell (e.g 3398). Queue to Sell Orders are at the Red Column ABOVE the Grey Line A Confirmation of Order box will prompt you to check your order details. If everything is in order, click the Yes button. User Guide - OPF Trader Page 20 of 29

22 For Direct Selected Price Orders: f) Buy Directly at Selected Price Direct selected orders are selected ABOVE the Grey Line. Left click at the blue column to directly buy at the selected price (e.g 3394). Buy Direct Selected Orders are at the Blue Column ABOVE the Grey Line A Confirmation of Order box will prompt you to check your order details. If everything is in order, click the Yes button. User Guide - OPF Trader Page 21 of 29

23 g) Sell Directly at Selected Price Direct selected orders are selected BELOW the Grey Line. Left click at the red column to directly sell at the selected price (e.g 3389). Sell Direct Selected Orders are at the Red Column BELOW the Grey Line A Confirmation of Order box will prompt you to check your order details. If everything is in order, click the Yes button. User Guide - OPF Trader Page 22 of 29

24 To Place Orders at Whichever Available Market Price h) Click Buy Mkt to buy at whichever available market price. i) Click Sell Mkt to sell at whichever available market price. A Confirmation of Order box will prompt you to check your order details. If everything is in order, click the Yes button. User Guide - OPF Trader Page 23 of 29

25 j) Unrealized Profit /Loss (based on previous settlement). k) Current open position. For video tutorial on how to place orders using reflector method, please visit: User Guide - OPF Trader Page 24 of 29

26 Section 5: Cancel or Amend Orders 1. Go to the Order Book: a) To cancel a particular order, click the button. b) To amend the number of lots, click the lots column. User Guide - OPF Trader Page 25 of 29

27 Section 6: View Account Status 1. To view your Account Status, first you need to setup the position. To do so, select the Position tab. a) Next, right click the white area, choose Select Columns. User Guide - OPF Trader Page 26 of 29

28 b) Tick the checkboxes for these: Net position Average price Buys Buy average price Sells Sells Average Price Last Open profit & Loss Cumulative Profit & Loss Total Profit & Loss % Open Position Exposure Cash Buying Power Remaining Margin Paid Equity Margin Per Lot (Optional) c) Click OK d) After you ve completed, right click again; choose Size Columns to fit screen. For video tutorial on how to setup view account status, please visit: User Guide - OPF Trader Page 27 of 29

29 Step 7: Saving Your Settings 1. To properly log off and save all of your settings on OPF Trader, click the Exit button on the login screen. 2. DO NOT use the button to close your OPF Trader application as this will disregard and will not save all of your current settings. 3. If any orders are still working, OPF Trader will prompt you with a warning message and allow you to cancel the log-off request if necessary. For video tutorial on how to save account settings, please visit: User Guide - OPF Trader Page 28 of 29

30 Have Questions About This User Guide? If you are having issues with the installation process, please log a Support Ticket to support@opf.com.my with the subject Support Ticket - OPF Trader User Guide. Support Ticket Guideline: When you log a Support Ticket with us, please be as specific as you can. This helps us understand your issues better and get back to you promptly. You may use the following guideline: 1. What is your Operating System? (i.e. Windowns XP Service Pack 2) 2. What is your Web Browser and its Version (i.e. Internet Explorer 7.0) 3. Which of these steps do you have issues with? (Mark with an X) a) Downloading the Installation file [ ] b) Given Password for the ZIP file cannot be used [ ] c) Extracting the Installer [ ] d) Installing the Sun JVM [ ] e) Setting up the Sun JVM [ ] f) Setting up the Internet Explorer [ ] g) Installing the OPF TRADER [ ] h) Configuring the OPF TRADER [ ] i) Upgrading the OPF TRADER [ ] j) Others (Please specify) [ ] 4. Please let us know the steps required to reproduce the issue. If you receive any error during the Installation process, please also provide us with the screenshots Response Time Support Tickets are generally responded to and closed within 1-5 business days (not inclusive of weekend and public holidays) between 9:00 am to 6:00 pm. User Guide - OPF Trader Page 29 of 29