phillip nova desktop version user guide · 3 | p a g e login page 1. user login detail to be fill...
TRANSCRIPT
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PHILLIP FUTURES PTE LTD
Phillip Nova Desktop Version
User Guide
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Table of Contents Login Page ............................................................................................................................................... 3
Reset Password Page .............................................................................................................................. 4
Forget Password Page ............................................................................................................................. 5
Disclaimer Alert ....................................................................................................................................... 6
Desktop View Main Page (After Login) ................................................................................................... 8
A - Watchlist ........................................................................................................................................ 9
A1 - Change/Create watchlist ....................................................................................................... 10
A2 - Add contracts to watchlist ..................................................................................................... 11
A3 - Edit watchlist ......................................................................................................................... 12
A4 - Options to Place Order, View Market Depth or Chart ........................................................... 13
B - Panel View ................................................................................................................................... 15
B1 – Place Order Page ................................................................................................................... 15
B2 - Order Submission Confirmation ............................................................................................ 16
B3 – Market Depth Page ............................................................................................................... 17
B4 - Chart Option .......................................................................................................................... 18
C – Orders – Working orders............................................................................................................. 35
C1 – Amend Order Page ................................................................................................................ 36
C2 - Completed Orders Page ......................................................................................................... 39
C3 – Open Positions ...................................................................................................................... 40
D – Account Summary ....................................................................................................................... 41
E – Settings ........................................................................................................................................ 42
E1 – Sub Account Selection ........................................................................................................... 43
E2-Settings Button ........................................................................................................................ 43
E3 – 2FA Registration (OTP) .......................................................................................................... 44
E4 – Notification settings .............................................................................................................. 44
E5 – Language ............................................................................................................................... 45
E6 - Logout .................................................................................................................................... 45
Page notification ............................................................................................................................... 46
Resize Bar .......................................................................................................................................... 47
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Login Page
1. User Login Detail to be fill
2. Enter 2FA OTP obtained from your Phillip Nova application. This fill is only for registered 2FA
users.
3. Login Button
4. Forget Password to request for online reset password
5. Reset Button to go Reset Password page
6. Press and Hold to view Password
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Reset Password Page
1. Field that require from user to reset their password
2. Submit Reset Password Request Button
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Forget Password Page
1. Field that require from user to reset their password.
*Username and email entered have to be the ones registered with Phillip.
2. CAPTCHA verification
3. Submit Reset Password Request Button.
* Reset Password Email will be sent to the registered email if user keyed it in correctly.
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Disclaimer Alert
1. This is the Disclaimer Alert that require user to Accept it, when first times login.
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2. Agree and disagree button. Only agree user can be login.
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Desktop View Main Page (After Login)
After Login, Majority for 5 parts in main page.
A. Watchlist
B. Panels view (order placement & market depth)
C. Orders & Open positions
D. Account summary
E. Slider Bar
*Instruction details would follow these 5 parts.
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A - Watchlist
A. Show selected watchlist, able to change/create watchlist *
B. ‘Add’ - add contract to watchlist *, ‘Edit’ - Edit the watchlist *
C. The Rows to show the contract’s prices that has added to watchlist and its detail, clicks any
row to Place Order or view Market Depth *
* More description on below.
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A1 - Change/Create watchlist
1. Click Watchlist name to open the dropdown to create new watchlist
2. Click Create Watchlist +
3. Key in the new Watchlist name.
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A2 - Add contracts to watchlist
Add watchlist page contains few layers filtering. I.e. product, exchange, contract month.
1. Back button, go back watchlist page.
2. Watchlist name, add new price into this watchlist.
3. Search watchlist.
4. Select button, choose the contract required.
* Search page
5. Insert keyword to filter.
6. Back to main watchlist page.
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A3 - Edit watchlist
1. Back Button to go WatchList Page
2. Watchlist Name
3. Rename Watchlist
4. Delete Watchlist
5. Delete contract button
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A4 - Options to Place Order, View Market Depth or Chart
After clicks a contract row.
1. Open this order placement
2. Open Market Depth
3. Chart (Only for OTC Products)
Order placement, Market Depth and Chart would show in Panel View (refer Section B-Panel View)
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Display in Panel view
1. Order placement page *
2. Market Depth page *
* More description on below.
Panels can be interacted with, by dragging the panel header
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B - Panel View
B1 – Place Order Page
1. Contract Name and Remove button from panel view
2. Section to show Low Price
3. Section to show Last Price
4. Section to show High Price
5. Section to show Close Price
6. Section to show Total Volume
7. Section to show Change of Price
8. Button to change the Price field
9. Quantity trade
10. The available Order Type use for trade, different type will have different field require to fill
11. Limit Price amount
12. Buy/Sell Button to submit an order
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B2 - Order Submission Confirmation
After Click Buy/Sell
1. Confirmation to submit an order
2. The details chosen by user
3. The cancel order placement button
4. The confirm button to submit order
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B3 – Market Depth Page
1. Contract Name and Remove button from panel view
2. Quantity trade
3. The Last Price for the contract
4. The Order Type Selection
5. The button to re-center the market depth
6. The Market Depth Chart
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B4 - Chart Option
1. Chart Option available on OTC product only.
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Chart Page
1. Chart toolbar menu
2. Chart information
a. Product name
b. Date and Time on selected candle bar
c. “O” for Open
d. “H” for High
e. “L” for Low
f. “C” for Close
g. Indicator
3. Navigation button
a. To go left and right
b. To zoom the candle bar
4. Scroll bar to go left and right
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Hide/Show Toolbar Menu
1. Double Click the Chart Container to hide/show the toolbar menu
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Toolbar Menu Timeframe Dropdown
1. Timeframe Dropdown button
2. Timeframe options, this option will change the candle bar plotting based on selected timeframe
a. 1 minutes
b. 5 minutes
c. 15 minutes
d. 30 minutes
e. 1 hour
f. 4 hours
g. 1 day
h. 1 week
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Toolbar Menu Indicator Dropdown
1. Indicator Dropdown button
2. Indicator Context Menu
3. Indicator Category
a. Bands
b. General
c. Index
d. Moving Average
e. Oscillator
f. Regression
4. Click or to choose the Indicator
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Toolbar Menu Price Style Dropdown
1. Price Style Dropdown button
2. Price Style Dropdown options
a. Bars
b. Colored Bars
c. Candles
d. Hollow Candles
e. Heikin Ashi
f. Renko
g. Line Break
h. Kagi
i. Line
j. Mountain
k. Point & Figure
3. Click to choose the price style
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Toolbar Menu Geometric Drawings Dropdown
1. Geometric Drawings Dropdown button
2. Geometric Drawings options
a. Line Segment
b. Horizontal Line
c. Vertical Line
d. Rectangle
e. Triangle
f. Circle
g. Ellipse
h. Polygon
i. Polyline
j. Free hand
k. Cyclic Lines
3. Click to choose the Geometric drawings
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Toolbar Menu Fibonacci Drawings Dropdown
1. Fibonacci Drawings Dropdown button
2. Fibonacci Drawings options
a. Fibonacci Arcs
b. Fibonacci Ellipses
c. Fibonacci Retracements
d. Fibonacci Fan
e. Fibonacci Time Zones
f. Fibonacci Extensions
3. Click to choose the drawings
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Toolbar Menu Trend Channel Drawings Dropdown
1. Trend Channel Drawings Dropdown button
2. Trend Channel Drawings options
a. Trend channel
b. Andrews Pitchfork
c. Error Channel
d. Raff Regression
e. Quadrant Lines
f. Tirone Levels
g. Speed Lines
h. Gann fan
i. Trend Angle
3. Click to choose the drawings
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Toolbar Menu Delete Dropdown
1. Delete Dropdown button
2. Delete Dropdown options
a. Delete All Drawings
b. Delete All Indicators
3. Click to choose to delete
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Toolbar Menu Show/Hide Working Order
1. Show/Hide Working Order button
a. Click or tap the button to show or hide Working Order
2. Working Order line with marker
3. Hidden Working Order
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Interact with Indicator
1. Indicator’s name
a. Click to open Indicator’s menu
2. Indicator’s parameter
3. Button to hide Indicator’s name
a. Click to hide the Indicator’s name
4. Button to remove Indicator
a. Click to remove Indicator from the chart
b. Indicator settings will reset to default
5. Indicator’s Value
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Indicator’s Menu
1. Settings button
2. Options to hide or show
a. Parameters
b. Markers
c. Values
d. Indicator
3. Delete button
a. Will remove the Indicator from the chart
b. Indicator settings will reset to default
4. Information button
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Indicator Settings
5. Close button to close the Settings menu
6. Settings Options for Indicator
a. Each indicator will have different options
7. Close button to close the Settings menu
8. Save button to save the current changes
9. Apply button to apply the current changes
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Indicator Information
1. Close button to close the information menu
2. Information details
3. Close button to close the information menu
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Drawing Technique
1. Start drawing point
a. Click where you want to add the start point of the drawing
2. End drawing point
a. Click where you want to End the drawing point
3. Selected drawing
a. User can move the drawing by drag the drawing to the preferred area
b. Click or Tap to select the drawing
4. Unselected drawing
a. Slowly double Tap on Chart container to deselect the drawing or else function to hide the toolbar
will trigger.
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Drawing Settings
1. Button to close the drawing settings menu
2. Style settings
a. Blue line meaning is the Style settings was selected
3. Tooltip settings
4. Points settings
5. Button to set the drawing to default
6. Button to close the drawing settings menu
7. Button to save the current settings
8. Button to apply the current settings
* Not all drawings have Tooltip settings*
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C – Orders – Working orders
1. The working order tab to show working order
2. Working order row – show working order data records
3. The amend option for the selected row working order
4. The cancel option for the selected row working order
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C1 – Amend Order Page
* After clicks Amend from Orders, Amend page display as window mode.
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Amend Order Page
1. The close button
2. The real time price detail for the contract
3. The order id for the working order
4. The quantity to adjust for the working order
5. The price to adjust for the working order
6. The Amend submission button for Amend order
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Amend Order Confirmation
1. The confirmation for amend order
2. The detail for the amended order
3. The cancelation button
4. The confirm button to submit for Amend Order
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C2 - Completed Orders Page
1. The Completed order tab to show all the completed order
2. The section to show all the completed order that has submitted
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C3 – Open Positions
1. The Open Positions tab to show all open position(s)
2. The section to show all the open position data details
3. Click on it to Place Order or open Market Depth of the Open Position. (refer Section B-Panel
View)
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D – Account Summary
Account summary details show on page bottom.
1. The option bar for change of currency rate
2. Account details
* Currency selection bar, Account summary rate would follow the selected currency
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E – Settings
In Main page left slider
1. Sub Account button*
2. Zoom button, zoom in & Zoom out function
3. Settings button, 2FA registration and Notification settings *
4. Logout button *
*More description on below
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E1 – Sub Account Selection
After clicking Sub Account button:
1. Search the desire account number
2. Choose the desire account number
3. Update the details to the chosen account number
4. Cancel the sub account selection
E2-Settings Button
After clicks Settings button:
5. Phillip Nova Registration Key. For those who want to use Phillip Nova to receive push
notification and/or register as 2FA user.
6. Notification Settings for Phillip Nova.
7. Language Setting. User can choose their preferred language for the system.
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E3 – 2FA Registration (OTP)
1. Scan barcode from Phillip Nova mobile application instead of manual insert
2. Manual insert register key into your Phillip Nova mobile application to register
E4 – Notification settings
1. Enable/disable notification
2. Confirmation button for update or cancel
*Only able to enable/disable this if you have registered as the Phillip Nova user.
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E5 – Language
1. Choose a preferred language.
2. Click to Save the preferred language.
E6 - Logout
* After clicks Logout button from slider bar
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Page notification
* when Receive Order Detail
1. The Notification that will receive when exchange return the order status, to inform the user
*Cache Issue notification, clicks the ‘Clear Cache’ button to proceed reset page.
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Resize Bar
These 2 lines for resize watchlist, Panel view and Orders.
1. Separator line between watchlist and Panel view
2. Separator line above orders