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Page 1: UK DealBook 360 User Manual

gftuk.com / 0800 358 0864 / +44 (0) 20 7170 0770

DealBook® 360

Page 2: UK DealBook 360 User Manual

DealBook® 360 User Manual

Table of Contents

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Welcome to the DealBook® 360 User Manual

Before You Use DealBook® 360…

Tips for Using This Manual

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DealBook® 360 User Manual

Section 1: Exploring DealBook® 360

Logging in to DealBook® 360

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DealBook® 360 User Manual

Viewing the DealBook® 360 Workspace

The DealBook® 360 Menu Bar

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DealBook® 360 User Manual

Quick Access Toolbar

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DealBook® 360 User Manual

The Status Bar

Workspace List

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DealBook® 360 User Manual

Window List

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DealBook® 360 User Manual

The Quote Board

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Chart Windows

The Open Positions Window

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Working Orders

The News Window

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DealBook® 360 User Manual

The DealBook® 360 Workspace

The Dashboard

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DealBook® 360 User Manual

Managing DealBook® 360 Windows

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DealBook® 360 User Manual

Section 2: Opening and Managing Your Trades

Trading with the Order Types in DealBook® 360

Placing Direct Deal Orders

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DealBook® 360 User Manual

Placing Direct Deal Orders from the Quote Board

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DealBook® 360 User Manual

Modifying Direct Deal Ticket Settings and then Placing an Order

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Placing Direct Deal Orders from the Dashboard

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DealBook® 360 User Manual

Placing Orders from the New Order Window

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Placing a Market Order in the New Order Window

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DealBook® 360 User Manual

Placing a Limit or Stop in the New Order Window

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DealBook® 360 User Manual

Placing an OCO Pairs Order in the New Order Window

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DealBook® 360 User Manual

Placing a Parent and Contingent Order in the New Order Window

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Setting a Trailing Stop in the New Order Window

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DealBook® 360 User Manual

Placing a Scale-out Order in the New Order Window

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DealBook® 360 User Manual

Trading from the Charts

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Managing Open Positions

Protecting Open Positions with Stops and Limits

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DealBook® 360 User Manual

Managing Working Orders

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Closing Working Orders and Open Positions

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DealBook® 360 User Manual

Trading with Depth 360

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Requesting a Quote

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DealBook® 360 User Manual

Calculating Costs Using the Pip Calculator

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DealBook® 360 User Manual

Filtering Orders

Viewing Filled Orders

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DealBook® 360 User Manual

Viewing Order History

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DealBook® 360 User Manual

Section 3: Using the Charting Tools

Opening Charts

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Viewing the Chart Window

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DealBook® 360 User Manual

Using the Chart Toolbars

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Selecting the Chart Type and Time Frame

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Displaying a Second Instrument on the Chart Window

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DealBook® 360 User Manual

Displaying Delineation

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DealBook® 360 User Manual

Displaying the Cross and Additional Details

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DealBook® 360 User Manual

Displaying a Grid

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DealBook® 360 User Manual

Displaying High/Low Zones

Drawing in the Chart

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Using the Fibonacci Drawing Tools

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DealBook® 360 User Manual

Using the Gann Drawing Tools

Page 66: UK DealBook 360 User Manual

DealBook® 360 User Manual

Using the DiNapoli Drawing Tools

Adding Arrows to the Chart

Page 67: UK DealBook 360 User Manual

DealBook® 360 User Manual

Adding Text to the Chart

Configuring Drawings in the Chart

Page 68: UK DealBook 360 User Manual

DealBook® 360 User Manual

Managing Drawings in the Chart Window

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DealBook® 360 User Manual

Placing Chart Line Orders

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DealBook® 360 User Manual

Displaying Indicators in the Chart

Adding an Indicator to the Chart

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Adding Multiple Indicators to the Chart

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Editing Indicators in the Chart

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DealBook® 360 User Manual

Setting Indicators for All Charts

Removing Multiple Indicators in the Chart

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DealBook® 360 User Manual

Editing Orders from the Chart

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DealBook® 360 User Manual

Setting Alarms

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DealBook® 360 User Manual

Adding Price Alarms

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DealBook® 360 User Manual

Viewing the Alarms Window

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DealBook® 360 User Manual

Managing Indicator Alarms

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DealBook® 360 User Manual

Using the Value Calculator

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DealBook® 360 User Manual

Using Chart Templates

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DealBook® 360 User Manual

Creating a Chart History

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DealBook® 360 User Manual

Exporting Chart Data

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Section 4: Trading Spread Bet & CFD Options

Spread Bet and CFD Options in the Quote Board

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DealBook® 360 User Manual

Opening a Spread Bet or CFD Position

Page 88: UK DealBook 360 User Manual

DealBook® 360 User Manual

Section 5: Trading FX Options

Loading FX Options Layout

Opening the FX Options Quote Board

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DealBook® 360 User Manual

Viewing the Option Chain

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DealBook® 360 User Manual

Filtering the Option Chain

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DealBook® 360 User Manual

Placing an Option Order

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Placing a Single Vanilla Option Order

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Placing a Vertical Option Order

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DealBook® 360 User Manual

Placing a Straddle Option Order

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DealBook® 360 User Manual

Placing a Strangle Option Order

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DealBook® 360 User Manual

Placing a Risk Reversal Option Order

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DealBook® 360 User Manual

Viewing Options in the Open Positions Window

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DealBook® 360 User Manual

Customising the FX Options Quote Board

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Specifying FX Option Order Settings in the Trades Tab

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DealBook® 360 User Manual

Section 6: Displaying Statements and Viewing Analytics

Displaying the Report Window

.

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Displaying the Account History Statement

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DealBook® 360 User Manual

Displaying the Customer Account Summary Statement

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DealBook® 360 User Manual

Displaying the Customer Transaction Detail Statement

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DealBook® 360 User Manual

Displaying the Session History Statement

Displaying the User Activity Statement

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DealBook® 360 User Manual

Displaying the Conversion Activity Detail Statement

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DealBook® 360 User Manual

Displaying the Customer Swap Detail Statement

Displaying the Detail Transaction Statement

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DealBook® 360 User Manual

Displaying the Transaction Statement

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DealBook® 360 User Manual

Viewing the Analytic Pages

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DealBook® 360 User Manual

Section 7: Customising the Appearance and Settings in DealBook® 360

Modifying the DealBook® 360 Workspace

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DealBook® 360 User Manual

Managing Layouts

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DealBook® 360 User Manual

Displaying a Layout

Importing a Layout

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DealBook® 360 User Manual

Managing DealBook® 360 Windows

Page 119: UK DealBook 360 User Manual

DealBook® 360 User Manual

Selecting Tools in the Quick Access Toolbar

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DealBook® 360 User Manual

Arranging DealBook® 360 Windows

Displaying Floating and Dockable Windows

Page 121: UK DealBook 360 User Manual

DealBook® 360 User Manual

Auto-hiding the Dashboard

Selecting Tools in the Status Bar

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DealBook® 360 User Manual

Configuring the Quote Board

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Managing Instruments in the Quote Board

Changing Settings in the Open Positions Window

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DealBook® 360 User Manual

Changing Settings in the Working Orders Window

Customising Depth 360

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Adding Tools to the Dashboard

Setting Chart Properties

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DealBook® 360 User Manual

Changing Chart Appearance on the General Tab

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Specifying Chart Type Settings on the Symbols Tab

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DealBook® 360 User Manual

Specifying Alarm Settings for the Chart on the Alarms Tab

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DealBook® 360 User Manual

Specifying Order Settings for the Chart on the Orders Tab

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DealBook® 360 User Manual

Specifying Positions Settings for the Chart on the Positions Tab

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DealBook® 360 User Manual

Specifying Tool Settings for the Chart on the Miscellaneous Tab

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DealBook® 360 User Manual

Specifying Pivot Settings for the Chart on the Pivot Levels Tab

Specifying Chart Times in the Working Hours Tab

Page 136: UK DealBook 360 User Manual

DealBook® 360 User Manual

Configuring the Drawing Toolbar in the Chart Window

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DealBook® 360 User Manual

Specifying DealBook® 360 User Settings

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DealBook® 360 User Manual

Specifying Form Settings in the General Tab

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DealBook® 360 User Manual

Specifying Order Settings in the Trades Tab

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DealBook® 360 User Manual

Selecting Sound Files for DealBook® 360 in the Sounds Tab

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DealBook® 360 User Manual

Specifying Alarm Notification Settings in the Alarms Tab

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DealBook® 360 User Manual

Specifying the Base Currency in the Currencies Tab

Displaying Settings in the Troubleshooting Tab

Specifying Indicator Settings and Customising the Time Frame Menu on the Charting Tab

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DealBook® 360 User Manual

Activating Voice Commands in the Speech Tab

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DealBook® 360 User Manual

Specifying Keyboard Shortcuts in DealBook® 360

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DealBook® 360 User Manual

Entering Email and Phone Numbers in the User Details Tab

Changing Your Login Password in the User Details Tab

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DealBook® 360 User Manual

Specifying the Application Language in DealBook® 360

Managing News Feeds on the RSS Feeds Tab

Page 147: UK DealBook 360 User Manual

DealBook® 360 User Manual

Using the Troubleshooting Features When Talking to Support

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DealBook® 360 User Manual

Displaying the Application Info Window

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DealBook® 360 User Manual

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DealBook® 360 User Manual

Sending Log Information

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DealBook® 360 User Manual

Appendix A: Troubleshooting

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DealBook® 360 User Manual

Appendix B: Order Types on Statements

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DealBook® 360 User Manual

Index

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DealBook® 360 User Manual

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DealBook® 360 User Manual

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Finding Further Information

gftuk.com 0800 358 0864 +44 (0) 20 7170 0770