Platform quick guide. Stockbroking Pro platform. stockbroking

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1 Stockbroking Pro pltform Pltform quick guide This concise guide hs been put together to help you quickly fmilirise yourself with the mny fetures nd tools vilble on the CMC Mrkets Stockbroking Pro pltform. Lern where to find products to trde or invest in, ccess mrket news, how to ccess chrts, plce different types of orders, monitor positions nd more. stockbroking 1

2 CMC Mrkets Stockbroking Pro pltform This quick guide will help you get to know the following fetures: 1. Nvigtion tool br nd ccount 2. Product librry Dropdown menu nvigtion 4. Plcing n order 5. Monitor your ccount 6. Mrgin lon 4 7. Wtchlists 8. Advnced chrting Stock-specific mrket informtion 10. Module linking 11. Mrket pulse nd trding tools 12. Settings 13. Hndy hints

3 1. Nvigtion toolbr nd ccount Access our dvnced tools nd fetures, switch lyouts, set preferences nd monitor your ccount. b i k l c d e f g h j m n. Enter stock code or nme in the Quick Serch field b. Switch between different sved screen lyouts. Click the settings icon to ccess further lyout options c. Open the product librry to serch for nd filter the products you wnt to trde or invest in d. Open n existing wtchlist or crete new one e. Get the ltest mrket informtion with our mrket pulse tools, including ASX nnouncements nd Reuters news f. Access rnge of CMC Mrkets trding tools, including number of lerts to help you identify trding opportunities h. Access CMC Mrkets Stockbroking s stndrd pltform, ccount forms, pltform tour videos, contct detils nd terms of use i. The current vlue of your holdings j. The mount of csh you currently hve vilble to invest k. Your currently selected ccount number nd nme. Click here to select different trding ccount l. Hide the ccount vlue detils m. Access preferences nd settings n. Securely log out of the pltform g. Mnge your existing positions nd orders, nd view your history, confirmtions nd sttements 3

4 2. Product librry Use the serch nd filter functions in the product librry to find the products you wnt to trde.. Type in the nme of the product you wnt to serch for b. Filter by the clss of n instrument, including equities, wrrnts nd interest rte securities c. Filter products by sector, industry group, derivtive issuer or series d. Click on product s bid or offer price to open n order ticket b e. You cn lso drg product to the desktop or into nother module, such s wtchlist or depth window d e c 4

5 3. Dropdown menu nvigtion Click the dropdown menu icon next to product nme to unlock product-specific options.. Open new order ticket for the product b. Crete new lert for the product c. Add this product to one of your wtchlists or crete new one d. Open new chrt for the product e. Open depth window for the product f. Open course of sles window for the product g. View the full price history for the product h. View Reuters news rticles relted to the compny i. View recent ASX nnouncements issued by the compny j. View fundmentl reserch from thescreener k. View Morningstr s Quntittive Equity Reserch report l. View ll wrrnts ssocited with the product m. View ll interest rte securities ssocited with the product b c d e f g h i j k l m 5

6 4. Plcing n order Click ny buy or sell price on the pltform to lunch n order ticket.. View the lst trded price, current bid nd offer prices, s well s depth or course of sles on the order ticket b. Click on the bid, offer or lst price to pre-fill the Limit Price field c. Click the buy or sell button to chnge the order type d. Enter the quntity you wish to buy or sell e. Select the order instructions choose between Limit, or At Mrket f. Add n optionl condition to the order, e.g. buy if the price is t or below $x.xx g. Select n expiry Good Till Cncelled (GTC), Dy Only, or specific dte h. View the estimted brokerge nd totl cost of the order (buy trde), or totl return (sell trde) i. Add stop loss order to this position to protect ginst dverse price movements j. Add tke profit to this position so tht you cn utomticlly exit your trde when n dvntgeous price is reched k. Stop loss nd tke profit orders cn be limit, t mrket, or triling orders b c d i j h e g f k 6

7 5. Monitor your ccount Mnge your existing positions, monitor pending orders, nd view your trde history, confirmtions nd sttements. 5.1 b f g h c Context menu c d e. Chnge tble settings, dd, remove or rerrnge dt columns b. Switch between the Positions, Orders, Profit & Loss, History nd Trnsfer Funds tbs c. View the product s context menu e. Totl units vilble to sell f. Vlue of vilble units g. Number of units registered t CHESS h. Quntity recently bought or sold, nd open sell orders d. Lst price nd dily performnce dt 7

8 Mnge your existing positions nd pending orders, nd view your entire ccount history. 5.2 Orders. Modify or cncel the order vi the context menu b c d b. The sttus of your order c. Quntity tht hs been filled, or tht is unfilled nd still on the mrket d. Stop loss nd tke profit instructions 5.3 Profit & loss View nd edit the quntity nd verge entry price of ll holdings nd see rel-time profit or loss dt for ll your holdings. 5.4 History This module provides you with lineby-line history of ll orders, s well s ny online receipts or invoices. Click the pop-out icon to view the full detils of single order. 8

9 5.5 Trnsfer funds Request funds trnsfers between trding ccounts, or to externl linked bnk ccounts. 5.6 Confirmtions View nd downlod ll trde confirmtions by selecting this from the Account dropdown menu. 5.7 Sttements View nd downlod full trding ccount nd csh ccount sttements by selecting Sttements from the Account dropdown menu. 9

10 6. Mrgin lon Trde online in rel-time using mrgin lon from Leverged, St George or Suncorp. Your mrgin lon is fully ccessible on the Pro pltform. You cn view your current lon detils, investments nd collterl, s well s trde online with uthoristion from your lender provided in rel-time.. Access the Mrgin Lons module from the Account menu when you hve mrgin ccount selected b. Key lon detils re provided t the top of the module. This dt is provided in rel-time by your lender c. View list of current investments, with lending vlues nd rtios d. View ny collterl lodged with your lender e. View detils of mnged funds held on your lon f. View exmples of your borrowing power t different lending rtios g. Where supported, your lender my offer fcility to enter temporry uthoristion code to llow n order they would otherwise reject (this feture is currently only supported by Leverged Equities Mrgin Lons) g c b d e f 10

11 7. Wtchlists Crete wtchlists contining your fvourite products for esy ccess. b c d e f. Crete new wtchlist, then dd products using their dropdown menus or simply drg nd drop product onto the wtchlist module b. Use the Settings menu item to renme the wtchlist or chnge the colour of the module. Use Tble Settings to dd, remove or re-order dt columns d. Click bid or offer price to open n order ticket e. Add purchse detils. This is useful for trcking rel purchses or wht if? scenrios f. Add products quickly, just hit + nd strt typing to find the stock c. Sort wtchlists by code, nme (if selected in options), or price 11

12 8. Advnced chrting. Chrts include 97 indictors, 39 drwing tools, 12 chrt types nd intervls rnging from one minute to one month b. You cn set individul intervls, timefrme, drwing tools nd technicls s fvourites c e i. Quick links to these fvourites re then dded to the chrt interfce for esy ccess b c. Sve up to five chrt presets d. Disply volume with the bility to dd number of volume indictors: i. Volume by price ii. iii. iv. Price volume trend Volume flow Volume ccumultor v. Volume oscilltor e. The Pro pltform will utomticlly sve ny chrt nlysis so when you close chrt down nd reopen it, it will look exctly the sme s you left it f. You hve the bility to fully customise the colours of ll fetures, including bckground colour, nd then sve this s defult f d 12

13 g h g. Advnced chrt types, including point & figure chrts with inbuilt pttern recognition h. Overlying one indictor over nother i. For exmple you cn ttch simple moving verge to volume or to the RSI 13

14 9. Stock-specific mrket informtion Stock-specific modules give you the full picture on ny product tht you select. By using module linking you will be ble to switch between your fvorite products with speed nd ese. c c b b e d 9.1 Quote Pnels 9.2 Depth. Drg product to the desktop, use the product context menu or use the quick serch field in the heder to open quote pnel b. View current bid nd offer, lst price, nd high nd low prices for the dy s well s dily performnce vlues c. Use the mgnifying glss to chnge the stock code d. You cn disply up to five quote pnels simultneously. All buyers t ll price levels b. All sellers t ll price levels c. Click price to expnd nd see detils of individul orders t tht price level d. Mrkers indicte where your order sits in the mrket e. Modify or cncel your order from the Depth screen 14

15 9.3 Sles 9.4 News nd ASX nnouncements This module displys the course of sles for the selected product. These modules disply Reuters news nd ll nnouncements relesed to the ASX. In order to mke the informtion displyed here relevnt to product you re interested in, use the module linking function. 15

16 10. Module linking. Select colour tile on multiple modules to link them together. Now if you chnge the stock code in one module, it will chnge for ll the linked modules 16

17 11. Mrket pulse nd trding tools Get the ltest news nd configure lerts on your fvourite products.. The Reuters news module feeds live hedlines nd rticles stright into the pltform s they re relesed b c b. View ASX nnouncements s they re relesed to mrket c. Movers nd Shkers displys tody s biggest movers d. The lerts module llows you to set lerts bsed on price, volume, nnouncements or sttus, with lerts being sent by emil or SMS. You cn lso purchse Alert Credits in this module to cover the nominl cost of emil nd SMS lerts e. Alerts nd order notifictions will pop up on the pltform s they hppen e d 17

18 12. Settings Configure your ccount nd pltform to suit your individul needs by using the inbuilt preferences nd settings.. Chnge your login code, pssword, trding PIN, emil ddress or mobile phone number b c d e f b. Mnge nd opt-in to vrious CMC Mrkets Stockbroking emil communictions c. Mnge your Mrket Dt pckge select delyed, live (click to refresh) or dynmic (streming) dt d. Enble or disble trding PIN on your ccount. We recommend the use of trding pin for dditionl security, however we lso give you the option to disble it if you wish e. Select how long the pltform should keep you logged in if you re not ctively using it. Shorter periods re recommended for public computers, but you cn choose whichever period best suits your needs f. Set other preferences including personlistion of pge refresh 18

19 13. Hndy hints Additionl fetures you cn use to mke the most of the pltform. g d b h e c f. Quick Serch provides n option to choose the defult module (chrt, ticket or quote pnel) tht is loded when selecting product b. You cn drg nd drop product into n existing wtchlist, onto your pltform screen to open price quote window, or over n open chrt to quickly chnge the product you re looking t c. You cn Pop out most modules from the pltform to monitor or plce trdes while viewing other websites or pplictions d. Double-click nywhere in the module heders to mke the module go full screen (double click gin to go bck to the previous stte) e. Scn multiple products quickly over multiple chrt intervls using the module linking feture f. Orgnise nd Resize nd Orgnise lyout options i. When opening number of modules within the pltform, this feture, when selected will orgnise your pltform into clen looking formt either verticlly or horizontlly (Whichever will fit your screen best) g. Automticlly sve lyout chnges (on s defult) i. When this feture is enbled, the pltform will open exctly s you left it ii. When it is disbled, the pltform will revert to the lst sved stte h. Automticlly position new windows into gps within the lyout 19

20 CMC Mrkets Austrli Level 16, 130 Pitt Street Sydney NSW 2000 Austrli Tel: Fx: +61 (0) Emil: CMC Mrkets Stockbroking is the trding nme of CMC Mrkets Stockbroking Limited (ABN AFS Licence No ), Prticipnt of the ASX Group. Full Terms nd Conditions for the stockbroking services re vilble from cmcmrkets.com.u or by clling Informtion bout our services, including our fees nd chrges is lso contined in our Finncil Services Guide, which is lso vilble from these sources. You should consider your own investment objectives, finncil sitution nd prticulr needs before cting upon ny informtion provided.