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efin Trade+

USER MANUAL. efin Trade+. 1. Project Name : User Manual efin Trade Plus PC. Version : Date : 29/08/2017. Revision History C = Created A = Added M = Modified D = Deleted Date Started Date Finished Version CAMD Description Author 17/04/2015 30/04/2015 M User Manual efin Trade Plus PC Mr. Natthakit Y. 06/05/2015 06/05/2015 M User Manual efin Trade Plus PC Ms. Tanakarn T. 07/11/2016 14/11/2016 A, M Change Menu Sasinant J. 07/02/2017 07/02/2017 A Add Portfolio Management Sasinant J. 10/02/2017 14/02/2017 M User Manual efin Trade Plus PC Ms. Pailin W. 24/02/2017 24/02/2017 A Add Edit NAV Ms. Pailin W. 14/07/2017 14/07/2017 M New Portfolio Management Ms. Pailin W. 25/08/2017 29/08/2017 D, M Deleted Financial Grade and Ms. Kamolphan P. Beta Analysis 2..5..6. EFIN TRADE MY LIST EQUITY ( ) (HOTKEY: F2) ..11. MY LIST DERIVATIVE ( ) (HOTKEY: F2).

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Transcription of efin Trade+

1 USER MANUAL. efin Trade+. 1. Project Name : User Manual efin Trade Plus PC. Version : Date : 29/08/2017. Revision History C = Created A = Added M = Modified D = Deleted Date Started Date Finished Version CAMD Description Author 17/04/2015 30/04/2015 M User Manual efin Trade Plus PC Mr. Natthakit Y. 06/05/2015 06/05/2015 M User Manual efin Trade Plus PC Ms. Tanakarn T. 07/11/2016 14/11/2016 A, M Change Menu Sasinant J. 07/02/2017 07/02/2017 A Add Portfolio Management Sasinant J. 10/02/2017 14/02/2017 M User Manual efin Trade Plus PC Ms. Pailin W. 24/02/2017 24/02/2017 A Add Edit NAV Ms. Pailin W. 14/07/2017 14/07/2017 M New Portfolio Management Ms. Pailin W. 25/08/2017 29/08/2017 D, M Deleted Financial Grade and Ms. Kamolphan P. Beta Analysis 2..5..6. EFIN TRADE MY LIST EQUITY ( ) (HOTKEY: F2) ..11. MY LIST DERIVATIVE ( ) (HOTKEY: F2).

2 16. PORTFOLIO ( ) (HOTKEY: F8) ..38. PORTFOLIO EQUITY .. 38. Portfolio ..40. Holdings NAV Chart ..52. Portfolio Management ..54. PORTFOLIO DERIVATIVE .. 57. VIEW ORDER ( ) (HOTKEY: F6) ..61. AUTO TRADE ( ) ..71. AUTO TRADE TYPE 1 (SIMPLE AUTO TRADE).. 73. AUTO TRADE TYPE 2 (GROUP CONDITIONS) .. 75. AUTO TRADE TYPE 3 (TIMING STOP) .. 81. AUTO TRADE TYPE 4 (SET INDEX) .. 84. AUTO TRADE TYPE MONEY MANAGEMENT (MM).. 87. AUTO TRADE TYPE DOLLAR COST AVERAGE (DCA).. 92. AUTO TRADE TYPE PRICING ZONE (PZ) .. 99. MARKET ( ) (HOTKEY: F5) ..103. MARKET INFORMATION .. 103. RANKING .. 108. BIDS .. 119. SUMMARY ( ) (HOTKEY: F3)..121. SUMMARY DERIVATIVE ( ) (HOTKEY: F3) ..126. 3. (BAR TRADE) ..137.. 137.. 140. BUY / SELL ORDER ( ) ..143. SHORT SELL / COVER SHORT SELL ORDER ( SBL)..145. OPTIONS ( ) ..151. BUY/SELL OPTION ( ) ..155. SMART ONE CLICK.

3 158. PRICE ALERT ON PC & MOBILE NOTIFICATION ..160. PORTFOLIO CLEARING 4.. Internet .. efin Trde Plus . 5.. efin Trade Plus .. 1. Batch Order 50 ( Basket Order). 2. Portfolio Clearing ( ) .. 3. Notification on Mobile / Alert (Android, iPhone/iPad). 4. Holding Chart . Sector Projected Profit/Loss Sector . 5. Portfolio Manangement .. 6. View Order 2 . View Order by Transaction . View Order by Stock ( . AIRA, ASP, LHS, Yuanta, Nomura, MBKET) . , , .. 7. Bar Trade 5 . 8. Smart One Click . 9. Auto Trade ( ) Auto .. 10. efin Tools . Chart Chart efinanceThai Real Time Finance . News Portfolio Favorite . 6. efin Trade Plus efin Trade Plus 4 . 7. 1: .. 1. SET . MKT Status Market Status Index SET Index SET. Change SET . %Change SET . Value SET. 2. Futures / Options . TFEX Vol Futures OI / Deal (Open Interest / Deal TFEX ). OI . TFEX. Deal.

4 TFEX. Option Vol . Option OI (Open Interest Option) .. Option 3.. 4. Message Symbol Alert 8. 5. Mode Connection 2 Mode Push Real Time Pull Refresh 2 : Ticker, Smart One Click . T, S Ticker Smart one Click T Ticker S Smart One Click . 9. ** Smart One Click Smart One Click . Facebook efin . Program Options .. 3 : Template .. 10 . : . 10. My List Equity ( ) (Hotkey: F2).. 11.. 1 : .. 1. Symbol Auto Fill Symbol . Last / . Change / . (Last Price Prev). %Change (Change/Prev)*100. Avg . Sector . Sector . Change Sector . %Change Sector . 2. Bid Volume 5 . Bid Price 5 . Offer Price 5 . Offer Volume 5 . Main Deals / .. 12. Main Volume / .. Main Value / .. Biglot Deals / .. Biglot Volume / .. Biglot Value / .. Oddlot Deals / .. Oddlot Volume / .. Oddlot Value / .. 3. OpnVol / . %OpenVolume / . (OpenVolume/MainVolume) *100 .. BuyVol / . %BuyVolume /.

5 (BuyVolume/MainVolume) *100 .. SellVolume / . %SellVolume / . (SellVolume/MainVolume) *100 .. Prev . High / . Low / . Ceiling . Floor . Spread .. Flag DS, NP, NR, SP, XA, XD, XR. H/L 52 W 52 . Open-1 . Open-2 . Project Close . 13. Project Vol . Par . IM (Initial Margin) . 4. B/S Side S = SELL ( ), B = BUY. ( ). Volume / . Price / . Time / : : . 5. Volume Analysis . 6. News . 14. 7. Graph 8. Intraday .. 15. My List Derivative ( ) (Hotkey: F2). 1 : .. 1. Symbol Auto Fill Symbol . Last / . Change / . (Last Price Prior). %Change (Change / Prior)*100. High . Low . Avg . 2. Bid Volume 5 . Bid Price 5 . Offer Price 5 . Offer Volume 5 . Main Deals / .. Main Volume / .. Main Value / .. Biglot Deals / .. 16. Biglot Volume / .. Biglot Value / .. 3. Open / . %OpenVolume / . (OpenVolume / MainVolume)*100 .. Long / . %Long / . (BuyVolume / MainVolume)*100.

6 Short / . %Short / . (SellVolume / MainVolume)*100 .. OI . P. Settelment . Settelment . Ceiling . Floor . Multiplier . Spread .. Basis . Open-1 . Open-2 . Open-3 . P. Close . Last . Index Set50 . 4. B/S Side S = Short ( ), B=Long ( ). Volume / . Price / . Time / : : . 17. 5. Intraday .. 2 : Selection Selection . My Port Favorites SET. MAI. Warrant Derivative Warrant %CMPR. Futures Option 18. My Port ( Portfolio). Portfolio .. My Port Derivative ( Portfolio). Portfolio .. Favorites ( ). 5 (Favorite 1 Favorite 5) Home Cursor Symbol . Add Delete . 19. SET.. SET SET . Most Active Value . Most Active Volume . Most Active Gainer . Most Active Loser . Benefit Benefit Flag Turnover List Turnover List Flag ( Freewill). SECTOR SECTOR. 20. SET. Most Active Value ( ). / .. / 40 .. SET. Most Active Volume ( ). / . / 40 .. SET. 21. Most Active Gainers ( ).

7 40 . SET. Most Active Loser ( ).. 40 . SET. 22. Benefit ( Benefit Flag). Benefit Flag .. Turnover List ( Turnover List Flag). Turnover List Flag . (Cash Balance Account) . SECTOR ( Sector ). Sector . SET. 23. MAI.. MAI MAI . Most Active Value . Most Active Volume . Most Active Gainer . Most Active Loser . SECTOR SECTOR. 24. Warrant . Warrant Warant . Most Active Value . Most Active Volume . Most Active Gainer . Most Active Loser . 25. Derivative Warrant ( . AIRA, ASP, LHsec, Yuanta, Nomura MBKET).. Derivative Warrant Derivative Warrant .. Most Active Value . Most Active Volume . Most Active Gainer . Most Active Loser . 26.. Symbol . Last / .. Chg / . (Last Price Prev) ( Title Bar). %Chg (Change/Prev) *100. ( Title Bar). PO (PrjOpen) ( Title Bar). PC (PrjClose) ( Title Bar). Avg (Average) ( Title Bar). BidVol . Bid . Offer . OfferVol.

8 %Bid . Value(K ) ( Title Bar). Volume ( Title Bar). 27. Derivative Warrant Most Active Value ( Derivative Warrant ). / .. / 40 .. Derivative Warrant Most Active Volume ( Derivative Warrant ). / .. / 40 .. Derivative Warrant 28. Most Active Gainers ( Derivative Warrant ).. 40 . Derivative Warrant Most Active Loser ( Derivative Warrant ).. 40 . Derivative Warrant 29. %CMPR ( 5 ). 5 40 . Volume .. %CMPR. No.. Symbol . AVG Vol 5 5 . TradeVol . %CMPR % AvgVol 5 TradeVolume Prev . Last / .. Chg / . (Last Price Prev). %Chg (Change/Prev) *100. 30. Futures . Futures . Most Active Value . Most Active Volume . Gainer . Loser ..index Futures . 31. Futures Most Active Value ( ). / .. / 40 .. Most Active Volume ( ). / .. / 40 .. 32. Most Active Gainers ( ).. 40 . Most Active Loser ( ).. 40 . 33..Index Futures ( ).. Option . Option . Most Active Value.

9 Most Active Volume . Most Active Gainer . Most Active Loser . SET 50 Index Oprion . 34. Options Most Active Value ( Option ). Option / .. Option / 40 . Option .. Most Active Volume ( Option MAI ). Option / .. Option / 40 . Option .. 35. Most Active Gainers ( Option ). Option . Option . Option . 40 . Most Active Loser ( Option ). Option . Option . Option . 40 . 36. Trick My List 1 (Stock By Price). - Space bar Symbol . 2 (selection %CMPR). - Favorites Home Cursor Symbol . ( ). - ( Favorite ). - . - 2 (Best Bid/Offer) Symbol By Price .. - + Symbol 1 , 3. 5 . - Column Chg %Chg - Column Avg PO PC. - Column Value(K ) Volume - Graph, News, Finance, Stock in Play, Sale by Price, Sale by Time, View OddLot .. 37. Portfolio ( ) (Hotkey: F8). , , / , . Main Menu 4 . Portfolio . 5 . Profit/Loss / . Credit Balance . Total Realize/Profit / . Confirm Summary /.

10 Confirm By Stock Sub Total (Confirm by Stock). Holding Chart 2 . Sector NAV Chart SET. Portfolio Manangement . Risk Management .. Portfolio Equity . (Cash Balance). 38. ( . AIRA, ASP, Yuanta, LHs, Nomura, MBKET). ( . AWS, CIMBs, RHBS, TNS, GLOBLEX). 39. Portfolio . 5 . Profit/Loss ( / ). / . (Last Sale). Projected Profit/Loss Symbol . TTF . " ": / . "1": / Thai Trust Fund "2": / ThaiNVDR. Type Port . - = Long Term . S = short sell P = Symbol Pledge ( . Purchasing Power). C = Collateral Symbol ( . Purchasing Power). 40. H = port . R = . * = / (Suspend). OnHand Port ( . Matched). Onhand = Start today + Matched Buy today Volume Sale today Sellable Port Short Sale . Sallable = Start today + Matched Buy today Matched Sale today Average . Last / . Cost ( Shares * Average). Current Value ( Shares * Last). %Unrl (Unrl P/L / Cost) * 100. Unrealized P/L.