Order Entry toolbar

The "Order Entry" toolbar contains the following sections: Account bar, Quick Entry bar, Order Entry toolbar and Contingency Templates toolbar.

Account bar






The user can select from this combo box the account or the account group which will be used next in the application. For example, if the user is connected to 5 Order Entry servers, this list will contain all the accounts and account groups from those servers.

Quick Entry bar

This is the bar that allows the user to place orders. Orders can be placed by editing the required fields. The "Quick Entry" bar can be used to edit the fields. To place an order using the "Quick Entry" bar, simply type the Account, B or S (Buy or Sell), the Quantity, the contract symbol, the strike value, the price and type of the order. While typing you will see that after you typed one of those elements, it will be bolded in the tool-tip below.
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Order Entry toolbar

The Order Entry toolbar contains the following buttons:


1. Order Entry Properties

2. Show Order Ticket

3. Toggle on/off the paper trading

4. Paper Trading Editor

5. Account Groups

6. Require the Order Entry Server

7. Check for New System/Account Messages on Order Entry Server

8. Offset All Positions

9. Cancel All Working Orders

10. Show Account Information

11. Contingent Orders editor

12. Video Help
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Order Entry Properties

In this dialog you can find eight different sections where you can customize settings specific to order entry. These sections are:

Live Trading

Paper Trading

Look

Order Type

Order Quantity

Actions & Properties

Contingent Orders

Email Notifications

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Show Order Ticket

This button opens the Ticket Entry window. This is the form that allows the user to place orders. Notice that the fields from the buy or sell box and from the type will auto-complete while you type. You can enter as much as two contracts if you choose to place an order by entering values in the fields. In this case, the buy box. There is a region in the left part of the frame where you can choose the lifetime of the order and the last tick of the contracts is displayed.

After completing the fields, you can place the order by pressing the "BUY" or "SELL" button. If you want to sell and buy at the same time the "SUBMIT" button will be available. If you want to cancel the order, you can press the "Cancel" button.

You can also choose to save the order entered in the "Quick Entry" bar as a template to be used again later, by clicking the Save button in the templates box.

After pressing the save button, the "Save Template" dialog appears, where you can specify the name of the template.

After pressing the "Ok" button, in the Templates box, the name of the template and the description appears.

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Toggle on/off the paper trading

This button makes the switching between "Paper Trading" and "Live Trading". "Paper Trading" is a simulation of the application. In "Live Trading" the user can place real orders.

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Paper Trading Editor

After this button is pressed, the "Paper Trading Editor" dialog box appears. This dialog box shows the "Orders", "Fills & Positions" and "Account Information" for the account which is selected in the Account bar. These tabs are represented in the figures below.

The first tab is "Orders" and it shows the "Orders" which are placed by the account which is selected in the Account bar. In this tab, by pressing the "New" button, the user can create an order. By the "Edit" button, he edits an order. By "To Fill" button, he forces an order to be filled and by the "Delete" button, he deletes an order.

If the "New" button is pressed, the "New Order" dialog box will appear (see the first figure below). Here you can place a "Buy" or a "Sell" for a contract. The "Contract" can be selected from the Contract Lookup Dialog by pressing the button. After this, you can select the "Quantity", "Price", "Date" and "Time" for this order. The date can be selected from a calendar (see the second figure below) after pressing the button.

If the "Edit" button is pressed, the "Edit Order" dialog box appears. It has the same options like the "New Order" dialog box. The difference is that, in the "Edit Order" dialog box, the user edits an order which was placed.

The second tab is "Fills & Positions". It shows all the fills and positions for the account which is selected in the Account bar. In this tab, by using the buttons in the right of the table ("New", "Edit" and "Delete"), the user can create a new fill or position and then edit or delete it.

If in this section the "New" or the "Edit" button is pressed the following dialog box appears:

In the "New Fill/Position" dialog box will appear, you can place a "Fill" or a "Position" for a contract. The "Contract" can be selected from the Contract Lookup Dialog by pressing the button. After this, you can select the "Quantity", "Price", "Date" and "Time" for this order. The date can be selected from a calendar after pressing the button.

The third tab is "Account Information". In this tab the user can set the value of "Start-of-Day Ending Balance" for the account which is selected in the Account bar. This value appears in the Account Information module of the application.

By pressing the "Clone Live Trading Account" button, the user can copy dates from the "Live Trading" to the "Paper Trading" when he needs to simulate something. Before the dates are copied, the application asks the user, which account to be cloned. See the picture below.

In this dialog box ("Account Chooser") the user can select an account to clone. He can select an account group or all the elements of the list (by the "Entire Book" option) too. This list is the same with the Account bar's content. After these, a warning appears, which asks the user if he want to overwrite the dates of the Paper Trading.

If the user clicks "Ok", the dates from the selected account are copied to the "Paper Trading".

By pressing the "Clear Paper Trading Account" button, all the dates from the "Paper Trading" will be erased. To perform this action, the user needs to confirm it.

After pressing the "Ok" button, the "Paper Trading Editor" dialog will be closed.

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Account Groups











By pressing this button, the "Account Groups" dialog box appears. In this dialog box the user can create new account groups by grouping different accounts from the Account bar. See the figure in the right.

After the button is pressed, you can create a new group. The "New Group" dialog box is represented in the figure below. In this dialog box you can add a name for the group which will be created and then, by the select all (), select (), deselect () and deselect all () buttons, you can move the accounts from the "Available" column to the "Selected" column or back. The accounts from the "Selected" column will be added to your new group.

In the "Quantities" section of this dialog box, you can set the default order quantity for each of the selected accounts. You can apply one quantity for All the accounts or one quantity for each of them. After you introduced the quantity, press the "Apply" button to put into practice your settings. In the "Preview" section of this dialog box, there are represented the accounts which will be added to the new group and the default quantity for each of them.

By pressing the button, you can edit an account group which was added. The "Edit Group" dialog box has the same options like the "New Group" dialog box. The difference is that, in the "Edit Group" dialog box, the user edits an account group which was created.

By pressing the button, you can delete a selected account group from the "Account Groups" dialog box. Before deleting, the application asks you to confirm this action. See the figure below.

You have two more options at the bottom of this dialog box: "Hide disabled groups" and "Show custom groups only".

For example, a user can be connected to 3 servers at the same time.

If he creates a new account group named "Test group", then it will appear in the "Account Groups" dialog box. See the figures below.




After these, if the user disconnects from one of the 3 servers, the group created above will appear disabled is the "Account Groups" dialog box. If he reconnects to this server, the group will be enabled again. See the figures below.

So, this option ("Hide disabled groups") shows the disabled groups in the "Account Groups" dialog box, when it is unchecked and hide them, if it is checked.


If the "Show custom groups only" option is checked, there are shown only that account groups which are created by the user.
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Require the Order Entry Server

By this button the user can require a refresh for his dates from the Order Entry server.

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Check for New System/Account Messages on Order Entry Server

By click this button the user requires a refresh for new messages from the Order Entry server. The message below is an example of this kind of message.

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Offset All Positions

By pressing this button, the user can select the positions which he wants to offset from the following window (for example):

By pressing the "Ok" button, you will offset all the selected positions. By pressing the "Cancel" button, this action will be interrupted. By this option, the user will offset the positions for the selected account or for the selected account group.

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Cancel All Working Orders

This button opens the "Cancel Orders" dialog box, where the user can select/deselect the orders which he wants to cancel. By this option, he will cancel all the working orders just for the selected account or for the selected account group. If he presses the "Ok" button, all the selected orders will be canceled. The "Cancel" button will interrupt this action. The "Cancel Orders" dialog box is represented in the figure below.

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Show Account Information

This button opens Account Information.

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Contingent Orders editor

After this button is pressed, the "Order Contingencies" dialog box appears. This dialog box contains elements, if there are contingent orders placed in the application. This dialog box is represented in the figure below.


In the right side of this dialog box, there are 4 buttons:

"Show Details" button opens a dialog box, which describes the contingent order which is selected in the "Order Contingencies" dialog box. For example, if the user selects the first element of the list (see the picture above), the description of that contingent order will be:


By the "Edit Contingency" button the user can edit the selected contingent order's parameters. For example, if he selects the first element of the "Order Contingencies" dialog box again, the window which appears will be:

By pressing the "Delete Contingency" button, the user will delete the selected contingent order from the "Order Contingencies" dialog box and from the application, too. To perform this action, the user have to confirm it.

If the user presses the "Symbol Legend" button, the "Order Entry Symbols Legend" window will appear. See the figure below.

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Video Help

This will open a web browser and gives you video instructions about "Order Entry".

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Contingency Templates toolbar

Contingency Templates allow a user to preset the profit exit and stop loss parameters automatically at the time an entry trade is placed. This toolbar appears when there are placed contingent orders in the application and it can be modified by the user. He can add new buttons in this toolbar if he clicks on the first button ("Create Contingency Templates"). So, the structure represented in the figure at the right is just an example. The maximum number of the templates which can be created is 9.

If the user clicks on the "Create Contingency Templates" button, the "Contingency Templates" dialog box appears. In the figure below you can see an example for this dialog box.

On the right side of this dialog box, there are 3 buttons: "New", "Edit" and "Delete". You can see that, the "New" button is disabled. The reason for this is that the maximum number of the templates which can be created was reached. After the user deletes a template by pressing the "Delete" button, he can add again a new template by pressing the "New" button. After he clicks this button the following dialog box will appear:

In this dialog box the user have to add a "Name" for the template which will be created, after this, he can select an "Icon" for it (see the second figure above): one from the 9 default icons or a custom icon by pressing the "Change..." button. The user can create a template using just one type of contingent order. This type is named "Synthetic OCO (One Cancel Other) Stop Loss or Profitable Exit". If you want to read more about this type of contingent order, click here.

After a template is created, the user can edit it, if he selects it and presses the "Edit" button. If the "Edit" button is pressed, the "Edit Template" dialog box appears. It has the same options like the "New Template" dialog box. The difference is that, in the "Edit Template" dialog box, the user edits a template which was created before.

When the user wants to use a contingency template, he will select one of them from the "Contingency Templates toolbar", and in the following, when he places an order, the contingent order which is represented by the selected template will be attached automatically to the placed order.

For example, if the "Contingency Template" has the following attributes:

and the user will select this "Contingency Template", when he places a "Buy" order, it will look like the following:

To read more about contingent orders click here.

See Order Entry Key Bindings

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