saxo mobile trader instruction
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RELEASE NOTES, MAY 2012
SaxoMobileTrader
User Guide
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Contents
Account Summary ..................................................................................................................... 3
Main Menu ................................................................................................................................ 3
Finding Instruments ................................................................................................................... 4
Watchlist .................................................................................................................................... 5
The Trade Ticket .................................................................................................................... 6
Place Order ............................................................................................................................ 7
Confirm Trade ........................................................................................................................ 7
Trade Confirmation ............................................................................................................... 8
Open Positions ........................................................................................................................... 9
Open Orders ............................................................................................................................ 10
Notifications ............................................................................................................................ 11
Charts....................................................................................................................................... 12
Price Alerts .............................................................................................................................. 13
News ........................................................................................................................................ 14
Settings .................................................................................................................................... 15
Log Out .................................................................................................................................... 16
Useful definitions .................................................................................................................... 17
Minimum Device Requirements .............................................................................................. 17
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Account Summary
The Account Summary screen gives you a quick
overview of your account(s), detailing:
Cash balance – the cash available for opening
new cash-instrument positions (stocks, ETFs,
ETCs)
Account value
margin available for opening new margin
positions (Forex, CFDs and Futures)
margin utilization of open margin positions
Press Account value or Margin available to get details
of the account value and the margin available.
Main Menu
The Main Menu is always available from icon in the
top right-hand corner of the application and gives you
quick access to all the main areas of the application.
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Finding Instruments
Select Instrument allows you to search or browse
for all instruments. Once selected, you can open
instruments in the trade ticket or add it to an
instrument list in Prices and Trade.
You can either quick search for instruments using
the search field, or browse for instruments through
the instrument tree.
Selecting an Instrument from search results will
display the context menu with the options for that
particular instrument type.
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Watchlist
The Watchlist section provides you with direct
access to your instruments. Press Edit in order to
add / delete instruments from your list. Selecting
the filter icon will enable you to filter based on
instrument types.
Selecting an instrument will bring up a context
menu displaying the options available for that
particular instrument.
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The Trade Ticket
Once you have selected an instrument, the trade
ticket offers you the trade types available for theselected instrument such as:
Order - trade the instrument using a
Market, Limit or Stop order
Trade – trade the instrument at the current
market price (spot) or as a Forward
FX Option – trade the FX cross as an FX
Option
Related stop and limit orders can be also be placed
along with trades and orders.
For spot trades, dragging the slider to the far right
and releasing, will enable the Bid / Ask buttons for
a limited duration, allowing you to place spot
trades.
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Place Order
The unified ticket will allow you to switch betweenorder, trade and FX option tickets where available.
Selecting Amount or price field will bring up a
keypad for quick amount / price entry.
Confirm Trade
When you have placed an order from the Order ticket,
the pre-trade confirmation displays a summary of the
orders before they are placed. Cancel will bring you
back to Order ticket, press Place order(s) to confirm
and place orders.
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Trade Confirmation
When an order has been successfullly placed, a
trade conformation will confirm this with details of
the order. Press Close to confirm this receipt.
All trade confirmations for the current session are
available from the main menu under Trade
Confirmations.
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Open Positions
Select Open Positions from the Main Menu for an
overview of your current positions in the market.
Net positions, containing a number of individual
positions for the instrument, are shown with a Net
Position Icon - for example icon for Net FX
positions. Selecting a net position will expand to
display the individual positions beneath.
The last column can switch between P / L in base
currency of the account or the open / close price of a
position. Invoke switching between columns by
pressing below amount denotion on the final column.
Selecting a position will display a context menu with
options for the specific instrument, such as Close
Position, Edit Related Orders, View Details or Add
Related Orders.
Positions with related orders, are denoted with two
arrows on the instrument icon: FX
Example:
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Open Orders
Select Open Orders from the Main Menu for an
overview of your open orders as well as providing
you the ability to edit or cancel orders. Orders
related to a position are denoted by an addition on
the Instrument icon, e.g. for fx:
OCO Orders related to an open position are
displayed with a icon.
Open main orders with related orders are displayed
with a icon.
Selecting an order will display a context menu with
options for the specific order, such as View Details,Edit Order and Cancel Order.
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Notifications
Select Notifications from the Main Menu to show
any Trade Confirmation received in the current
session since you logged in. In addition, any session
price alert that has been triggered can be viewed
and acted upon here.
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Charts
From the Prices & Trade list, select Chart from the
context menu in order to open a chart for the
instrument.
The current chart allows you to set
Chart periods ranging from one Minute to one
month. Pinch to zoom allows you to zoom in
and out with period either locked or unlocked.
Select Chart type Line, OHLC, HLC or
Candlestick or compare two instruments by
pressing
The chart will adapt and take up the entire screen when holding your iPhone horizontally.
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Price Alerts
Selecting Price Alerts from the Main Menu will enable
you to set price alerts on instruments and have them
appear as either dropdown or sent by email when
triggered, or both.
When a price alert is triggered, a notification will
drop down allowing you to either see the alert
or closing the notification. Price alerts triggered
are stored under Notifications.
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News
Selecting News from the main menu will display, in
chronological order, all the news associated with your
account.
Selecting an individual news item, will display the
details of that item with the option to switch back
and forth between individual new stories by using
the arrows.
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Settings
Select Settings from the Main Menu to change the
settings for:
Language
Region
Time zone
News Providers
Price Alert Notifications
KeyPad Settings (iOS only)
News settings enables you to set up your stream
of news by either selecting all news providers
available, or specifying your preferred sources.
Settings are automatically saved upon leaving
news settings page.
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Log Out
Selecting Log Out from the Main Menu will end the
current sessions and go to the login page.
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Useful definitions
L/S: This indicates whether a position is long or short.
Amount: This shows the nominal value of your position.
P/L: The Profit or Loss for a position using current mid-market prices.
Price:
Open/Close
This shows you at which price your order is set to be executed.
Open Price / Closing Price
Minimum Device Requirements
iOS Device running iOS 5.0 or above. It is recommended recommend to upgrade to
iOS 6 in order to take full advantage of SaxoTrader.
o To upgrade, connect your iOS device to iTunes and click “check for new
software”.
o Follow the update instructions.
Android device version 2.3 and above.