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***Using Real Time Markets***
Program Window
The Real Time Markets Program
The program window header has 6 commands:
| File |
View |
Settings |
Functions |
Exchanges |
Help |
The Functions header contains the choices for:
Open Trading Account
myTrade
Portfolio
Currency
Market Pulse
News Roundup
Practice To Profits
Symbol Lookup
Market Scan
Edit Alerts
The program window is made up of three parts.
The first part is the news headlines. In this section your entitled news vendor headlines will be scrolling.
The second part is the main body of the window where you will be monitoring 20 securities per column with a maximum of 5 pages depending on your service plan. Please note the maximum number of symbols is 200.
The third part is the quote line. This interactive section allows you to view new securities by simply typing in a symbol and pressing enter.
All additional functions are run from right mouse, clicking a symbol in the main program window then utilizing pop-up sub menu system to point and click to the desired function.
File
Using File
File provides Access to Printing your Monitor page, your default printer setup, setting your username and password in Host Parameters and Exiting the program.
To Access Print Set up
From the header click File then the Print Set up command
A Print dialog box will appear, allowing you to select the printer receiving the output, the number or range of pages it will print, and the number of copies desired. Once this information is confirmed, click on OK to send to printer, or Cancel to exit.
To Print
From the header click File then the Print command
A Print configuration dialog box will appear, allowing you to select the style, either Portrait or Landscape and the column Range.
To Access Host Parameters
From the Program Header window click File then click Host Parameters. You will get a pop-up Login Dialog box. Your Userid and Password are specific to your account. HostID is host.realtimemarkets.net and the Port ID is 9983.
To Exit Real Time Markets
On the program header click File then Exit.
Or on the top right hand corner of the Program Window click on the "X" button. This will close your connection to Real Time Markets.tdc.com and the program.
You will be prompted to Confirm Exit, click Yes.
View
Using View
The View area of the Program Header allows access to Show or Hide the components of the main program window or to see statistics of your Real Time Markets connection providing access to support settings.
To Show the feature please check the function:
Toolbar allows you to show or hide the toolbar across the top.
Ticker allows you to show or eliminate the scrolling ticker from the main menu.
Quoteline allows you to show or hide the quote line at the bottom of the screen.
Please note these are toggles- if you have it checked off you will view the application- a blank will not display the application.
To Access Statistics
From the Program Header window click View then click Statistics. You will get a pop-up display with modem connection statistics such as the number of log-on, attempts and disconnects. Also the number of messages sent and received and the current queue depth.
Settings
Settings on your Program Window
The Settings function on the Main Program window allows you to customize the main program window. You can Set Colors / Fonts, Clear Monitor (of symbols), Alphabetize the symbols in your monitor, Create Library Columns in your monitor, Set the Ticker Volume Filter, Select the Color Change on quotes, Set the Number of Headlines, Set the PC to Beep on Alert, Use only Decimals, Edit Alerts and save Multi Monitor Configurations.
To Change Monitor or News Colors
Click Settings
Click Colors / Fonts
A pop-up Colors dialog box will appear.
Click on the Foreground and Background buttons for each category
Click Done when complete
*Please note for a more aesthetically pleasing display all the Background colors should be set to the same value.
To Clear a Monitor
Focus the Monitor Page for which you wish to delete all entries
Click Settings
Click Clear Monitor
Click Yes to confirm deletion
To Alphabetize your Monitor Grid
From the Program Header window click Settings then click Alphabetize Monitor. Your stock tickers will now be in an ascending alphabetization order. (a-z). Please note: Once you click this command, it cannot be undone. The monitor grid will not automatically alphabetize when you add more tickers, you will need to click Settings then click Alphabetize Monitor.
To Create a Library Column
From your Monitor Grid on the Main Program Window
1- Select Settings then select Library Columns
2- A grid will pop up with the headings; Header, Description, Formula.
The Header is the word or words that will appear at the top of the column in the monitor.
The Description will appear in the column menu that displays when you right click on a column heading.
The Formula determines the data that will appear in the cell.
Currently valid operators are: + - * / ( )
Valid variables are:
| Last | Close | Bid | Ask |
| Volume | High | Low | Annualhigh |
| Annuallow | bidsize | asksize | LastVolume |
| CompVol | YestClosingVol | EPS | Yclose |
| SharesOut |
If you type sec. (note the dot!) in the formula field, a drop-down menu will appear from which you can select a variable.
4- Click on the first cell under Header, the cell will turn white and a cursor will appear. Type a word which will identify your column. Keep it short in order to keep the column width as narrow as possible.
5- Click on the cell under Description and enter a phrase that describes your column.
6- Click on the cell under Formula and enter the formula, e.g. (last*volume)/100.
7- Click "Done" when finished.
8- Your new column(s) will now appear at the end of the column menu under the heading "Library Colunms". Select one of these as you would any other monitor column.
Note: You may have to adjust the column width to fit your data and heading.
To Access Volume Filter for your Scrolling Ticker
From the Program Header window click Settings then click Ticker Volume Filter. You will get a pop-up Volume Ticker dialog box. This is where you can either eliminate or raise the volume of blocks needed for a symbol to display in the Scrolling Ticker.
On the left hand side of the display are the symbols from your monitors. You can select individual stock settings or global settings.
To raise the Volume of Block Trades Displayed in Scrolling Ticker
Click the symbol you wish to edit.
Under the symbol is the Number of share trades to be shown, change to a multiple of
1000
Click Done
To Eliminate a symbol from the Scrolling Ticker
Click the symbol you wish to edit
Under the symbol is the Number of share trades to be shown, change the number to 0
Click Done
To Set the Color Change to view for Quotes
Click Settings
Click Color Change for Quotes to enable
A check will appear once enabled
Left click anywhere else on screen to remove menu
To Disable simply Click the choice again.
To Select the number of lines of Scrolling News Headlines
Click Settings then click Headlines then select (click) the number you wish to view between none 0 and the maximum 20.
To select to have your PC Beep on alert
Click Settings then click Beep on Alert
A check means this is enabled.
Please note that Real Time Markets will utilize the standard Windows "Ping" as the audio unless a designated .wav file is stored in C:\Program Files\Real Time Markets
For a sound for a high price alert, please name the file: high.wav
For a low price alert: low.wav
For a total volume alert: volume.wav
To Select Decimal / Fraction Display of Prices in the Monitor
Click Settings
Click Use Only Decimal
To Edit Alerts for all Symbols from One Display
Click Settings
Click Edit Alerts
Select the Tab for the Page and Strip you wish
Find Symbol you wish to Edit
Click on the Value you wish to set on the row (symbol)
You can set alerts for High Price, Low Price, Volume or News
You may also set to have the alert Emailed to you
Close the Dialog box
To Restore the window layout on Startup
In order to have the program open the same function windows which were opened on your last session, on the main program window
Click Settings
Select Restore on Startup
To Show Real-Time and/or Delayed Color Coding
Click Settings
Select Show RT delayed colors
To Set Local Time
Click Settings
Click Local Time Adjustment
A popup box will appear with the Time offset from EST
Please note times can now appear in a 24 hour mode.
For example, if you are located in the United Kingdom you would enter +5
If you are located in California, USA you would enter a –3
Save Multi - monitor Configuration
This feature allows you to save your window layout when using more than one screen.
Click settings
Click Multi-Monitor Configuration
You will notice a check next to the feature signifying that it is enabled.
MyTrade
Trading Window
myTrade
There is a separate on-line help guide off the function window, to access click open account.
To Access the Trading Window either click the myTrade button at the top of the monitor screen or right mouse click the symbol from the main monitor menu select myTrade.
From the display header there are 3 commands: File, Settings and Open Account
Password Protect- you can set up a password to protect your account from illegal access. This is very useful in an office environment.
File: Allows the user to
Print the window
Reset Account: this command will clear the P&L value
Print the details for the tab focused
Exit the function window.
Settings: Allows the user to
Minimize the display with the main program window
Replicate your positions to a Portfolio Review portfolio
Set the Configuration
Routing
Enhanced Functionality
Display in Bold
Extended hour quotes
Password Protect for your Trading screen
Change Password
Configuration
Ticker: o Show o Hide. This allows to you to either have your ticker on the Mytrade screen and not have it there. The ticker supplies dynamic realtime quotes on the security you place in the symbol box, provided you have a realtime service plan.
In configuration menu Remove Fraction Delta, default s/b .01
Click on Settings and then Configuration.
Decimal numbers should have a minimum of two places to the right of the decimal, e.g. s/b .10 not .1
One Click Execution– Enable One Click Execution – Checking This box will enable your trading account to do Nasdaq Level II one click trading, provided you have enabled Nasdaq Level II in your Real Time Markets account.
Enable One Click Option Execution – Checking This box will enable your trading account to do Option Display one click trading, provided you are enabled for Option display feature.
One Click Confirmation – This will bring up your preview orders box when making a one click transaction.
Nasdaq Level II Offset – (enter amount) This will add/subtract the entered amount to the price of an order submitted via 1click trading.
Link Buy To: o Bid o Ask – This feature will allow you to have either the bid price or ask price automatically appear in your limit price box when making a limit order in your trading account.
Limit and Stop Price Delta- The limit and stop price delta is how much your input price moves with each click of the arrow alongside price inputs. There are two entries separated by a number. The first entry will be in fraction format and the second in decimal. This allows you to set different increments for those stocks that trade in fraction v.s. those that trade in decimal.
Notification Time Stamp- Show in 10ths of a second: o Yes o No – This will let you show the time on your trade notification in 10ths of a second.
Default Quantity- Stocks – (enter amount) Options – (enter amount) – This will allow you to preset the quantity of stock shares or options contracts . Whatever the amount placed for stocks or options is the quantity that will automatically in the mytrade screen when placing an order.
Back Office Allows you request email confirmations and Summary’s You can request summary’s for Today, Yesterday, this Month, This Year and Last Year.
Please note: summary’s are generated after 5pm est.
Cash Management Allows you to ReCheck Deposit, Withdraw, send Deposit Notification, Order Check books and request Account Transfer forms (ACAT).
Short Request Allows you send a request to short a particular stock that is not showing Shortable Amount in the monitor
How To Enter Orders
To execute a trade, simply enter the information below.
| Account | Order Type: | Prepare: | Send / Clear |
| Stock | | |
| Options | | |
| Conditional | | |
| Mutual Funds | | |
| Symbol | Quantity | Action: | Order Type: | Duration: | Condition: |
| | Buy | Market | Day | All or None |
| | Sell | Limit | GTC | Kill or Fill |
| | Buy to Cover | Stop Market | | None |
| | Sell Short | Stop Limit | | Fill or Kill |
| | | | | All or None |
Action
Buy - A request for a broker or other to buy a security on behalf of a client
Sell - A request for a broker or other to sell a security on behalf of a client.
Order Types
Market - Order to buy or sell a security at the best available price; it carries the risk of buying or selling at a price unknown to the client placing the order.
Limit - Order to execute a trade at a specified price.
Stop Order - Market order to buy or sell a security which is to be entered by the broker only if the security trades at a specified, or "stop," price
Please note: You can place stop orders with options via ERNST.
Duration
Day – An order to buy or sell securities which expires at the end of the day it is entered.
GTC*- An order to buy or sell a security at a limit for an indefinite period of time
*Please note: GTC orders will remain open for 90 days or until the order is filled /cancelled by user / cancelled by broker.
Condition
All or None - Term used to describe a trading order instructing the broker to buy or sell the entire amount of the order in one transaction or not at all.
Fill or Kill - Instructions to a broker to execute a market order immediately or cancel it.
Quote Line: Symbol/Last/Change/Bid/Ask/Volume/Size/Time/High/Low
The quote line displays the quote for the symbol you have entered a position for.
To view summary information on the lower part of the screen simply select the proper tab and enter all applicable information such as symbols and date ranges then Click Request
| Order Tab | Transactions Tab | Positions | Account Summary |
| Open/closed | Start/End Dates | | | |
| Columns: | Columns: | Columns: | Cash in Checking |
| Order ID | Date | Symbol | Cash in Debit |
| Order Status | Symbol | Quantity | |
| Date & Time | Quantity | Price | |
| Symbol | Price | Total Cost | |
| Order Quantity | Commissions | | |
| Action | Order ID | | |
Order Type | | | |
Filled Quantity | | | |
Closed Date | | | |
Condition | | | |
Duration | | | |
Account Information
Located at the bottom of the myTrade screen are seven tabs containing account and trade information:
Orders, Transactions, Positions, Account Summary, Account Info, Cash Transactions and Prepared orders. Once you select a tab you wish to view, click "Request" to obtain the information.
Orders Tab:Use this tab to check status of orders that have been submitted.(closed or open)
Right click on open order now brings up an edit/replace window prefilled with order information.
Transactions Tab: Use this tab to check transactions. (price of stock and commissions charged)
Including cash deposits and withdrawals, interest you may have earned, credits and rebates from frequent trading
Positions Tab: Use this tab to check your positions
Account Summary Tab: Use this tab to check Buying power, Realized and Unrealized P&L, Checking availability and Account Value.
Account Info Tab: This tab includes your Real Time Markets username, email address, your name and home address. The email address in this tab is where confirmations and account summaries will be sent.
To edit your email address- click on the field, type in the new email address and click submit.
Prepared Orders Tab: This tab is where prepared orders are kept until you are ready to submit them.
To Cancel an Order
Go to the Orders Screen then select Open Orders and click the Cancel button.
Prepared Orders
If you wish to prepare an order in your MyTrade screen, you must set the order up as if you were to sending the order to be executed but instead of clicking 'send' you should click 'prepare'.
If you wish to activate or send your prepared order, left click on the prepared orders tab/right click on the order and click on confirm.
If you wish to cancel your prepared, left click on the prepared orders tab/right click on the order/ and click on delete.
Conditional Orders
Conditional orders have 2 condition types- order submits and order cancels order. This will allow you to place
"if / and / or" types of orders.
For example:
Order cancels Order. You place a buy stop at $50 and a sell stop at $45 If you’re looking for a breakout of the trading range. Sell at $50 limit Sell stop at $40.
Order submits Order buy at $45 limit sets a sell at $50 limit. Buy at $45 limit sets a sell stop at $42.
To place a Conditional Order
Select the type of Order as Conditional
Next Select the Condition Type: Either Order Submits Order (OSO) or Order Cancels Order (OCO)
Next enter Order #1
Change the Order number to Order #2
One Click Trading in Nasdaq Level II
Nasdaq Level II users can execute trades directly from their Nasdaq Level II window.
The trades are all day limit orders. The quantity is the default quantity you set in the myTrade configuration.
To Trade with 1 Click
There are four types of trades you can execute from Nasdaq Level II using this feature
by clicking your LEFT mouse key on the following columns:
| Click on | Action |
| Ask Market Maker | Buy at ask from that market maker |
| Bid Market Maker | Sell at bid to that market maker |
| Bid side Bid | Buy at Bid from any market maker |
| Ask side Ask | Sell at ask to any market maker |
Left click on MM should send trade at volume in box, Right click should send trade for the full size on that MM.
Before using this feature make sure to select the trading account you wish to trade from in the myTrade window. The myTrade window will open up each time a trade is attempted.
One Click Trading on the Options Chain
Option Display users can execute trades directly from their Options Chain window.
The trades are all day limit orders. The quantity is the default quantity you set in the myTrade configuration.
To enter a Trade off the Options Display
Right click on Bid to Sell
Right click on Ask to Buy
(Include Market)
To enable 1Click
In the myTrade window
Click Settings
Then Click Configuration.
In the "One click execution box" check the box that says
"Enable One Click Execution".
To trade without a confirmation using One Click
In the myTrade window
Click Settings
Then Click Configuration.
Uncheck the box that says "One Click Confirmation".
Order Type
Types of Orders
===============
Market Orders
The most common type of order is a "market order."
The execution price you receive on a market order
is determined by the current market price at the
time your order is presented in the marketplace.
Usually, a buy market order will be executed at or
near the current ask, and a sell market order at or
near the current bid.
Limit Orders
You can specify what buy or sell price you are willing
to accept by entering a "limit order." A limit order
can only be executed at the specified price or better
(i.e., a buy limit order must be filled at your limit
price or lower and a sell limit order must be filled
at your limit price or higher). Thus, the limit order
runs the risk of not being executed since there is no
guarantee that the market price will ever reach your
limit price.
Stop Market Orders
By placing a "stop market" order, you specify the price
that "triggers" your order become a market order, which
is then subject to all applicable rules and regulations
regarding market orders. A "stop market" order placed
for an OTC security is "triggered" when either the bid
or offer reaches the "trigger" price that you have
selected. A "stop market" order placed for a listed
security is "triggered" when the security trades at that
price. A buy stop market order must be placed above the
current market price and a sell stop market order below
the current market price. Stop orders, typically, are
used to limit a loss or protect a profit.
Stop Limit Orders
A "stop limit" order is similar to a stop market order
except that once the order is "triggered," it becomes a
limit order instead of a market order. (Again, orders
placed for OTC securities are "triggered" when a bid/offer
reaches your stop price. For Listed orders, a trade must
occur at your stop price to "trigger" the limit order.)
While normally the limit price is set equal to the stop
("trigger") price, the limit price can differ from the stop
price. Once the limit order has been "triggered," it is
subject to all applicable rules and regulations regarding
limit orders.
NOTE: Stop and stop limit orders are only available on
certain Over-the-Counter securities. They are available
on all listed securities.
Order Qualifiers
In addition to the various types of orders you may place,
you can qualify your order with the following duration
and condition qualifiers:
Conditional Orders
Conditional orders have 2 condition types- order submits and order cancels order. This will allow you to place
"if / and / or" types of orders.
For example:
Order cancels Order. You place a buy stop at $50 and a sell stop at $45 If you’re looking for a breakout of the trading range. Sell at $50 limit Sell stop at $40.
Order submits Order buy at $45 limit sets a sell at $50 limit. Buy at $45 limit sets a sell stop at $42.
To place a Conditional Order
Select the type of Order as Conditional
Next Select the Condition Type: Either Order Submits Order (OSO) or Order Cancels
Order (OCO)
Next enter Order #1
Change the Order number to Order #2
Duration
Day Order
Unless otherwise specified, all orders are defaulted as
"day orders." If not executed during the day, all day
orders are cancelled at the end of the day.
Good 'Til Cancelled ("G.T.C." or "Open Order")
A GTC order remains open until the order is either executed
or is cancelled by you. The GTC qualifier can be placed on
a limit, stop market, or stop limit orders.
Condition
Fill or Kill
If an order has a "fill or kill" condition, the entire order
must be filled immediately or else it is cancelled.
All or None
If an order has an "all or none" condition, the entire order
must be filled in one transaction. The order does not have
to be filled immediately as the execution can occur during
the course of the trading day.
Market Sweep
A Limit Sweep Order allows you to attempt to fill your entire order by automatically cycling through all available ECNs and Market Makers. See below for a complete explanation of how a Limit Sweep Order works.
The order is split and routed to each market participant in the following order and in the available size shown on Level II by each participant:
Best tier price (highest bid or lowest ask)
Island
Other ECNs (REDI, MarketXT, INCA,etc.)
Direct access market makers (Knight, Herzog, MASH, etc.)
Other Market Makers via Selectnet
Next price tier (up to and including limit price)
Same ranking as above
If the order is not completely filled during the first round of submissions, either because
not enough shares are available from all Level II participants at the limit price or because
market makers reject all or a portion of the order received by them, then the remaining
portion of the order is resubmitted via additional sweep attempts after approximately 10
seconds if any market maker still displays on Level II at or better than the limit price.
If the quantity sent to the market maker is not filled within approximately 20 seconds, the
unfilled portion is cancelled and resubmitted via an additional sweep order segment.
Orders will only be routed to market makers appearing on the Level II display at or better
than the limit price. Preferences and exclusions do not apply for sweep orders.
The order will be submitted in pieces, as indicated above, with each piece appearing as a
separate order on the open order tab. Each segment may be cancelled by using standard
cancel procedures.
If the order limit price is better than the best quote shown on Level II, the order becomes
a regular limit order and is treated as such. It will not become a sweep order if market
makers subsequently appear at the limit price.
Commissions and fees:
Each segment after the first will incur a $3 charge. Normal ECN and
Selectnet surcharges will apply to the total order.
Pseudo market sweep order:
This can be achieved by setting the limit price at a level which will clear all the volume in
the order using the displayed Level II market maker volumes plus a safety margin. For
example: A buy for 2000 shares shows that the cumulative volume at 24 7/8 is 800, at 25
it’s 2100, at 25 1/8 it’s 2700, and at 25 ¼ it’s 3500. You submit a limit of 25 1/8 or 25 ¼
to ensure your quantity is available.
My Trade FAQ’s
How can I short an order?
To short an order
1. We require principle in the amount of ½ x quantity x bid
2. Short orders can only be entered in during market hours. (no shorting after
hours)
3. The following issues are not shortable:
A. Securities below $5
B. OTC-BB
C. Pink Sheets
D. Options
E. Foreign Exchanges
F. IPO’s
4. Shorting can not be done in the following accounts
A. Cash account
B. IRA account
5. Broker Assisted Shorts will be charged an additional $15
6. The following is how shorts may be entered in the system
A. In the mytrade screen go into short request/ enter in the symbol and amount of shares. Shortly after entering this information you will receive an e-mail response from one of our brokers letting you know whether the stock is shortable and how many shares are available.
B. Go into you Real Time Markets main monitor screen/left click at the top of your last column and add two columns to your screen. One column should labeled shortable and the other column should be labeled short quantity. In the shortable column will appear shortable.
7. Availability for shorting depends on the stock being able to be borrowed (through our clearing firm). It changes from firm to firm and from day to day. The shortable and short quantity updates in realtime
8. Shorting is available pre market, day trades and post market.
9. You can not short a stock which you are long.
What are the rules for The Over the counter Bulletin Board?
A market maker bid/ask for the OTC bulletin board stocks is only firm for 5,000 shares
on a stock that is priced between 0 and ½ , 2,500 shares on a stock that is priced between
.51-1.00 and 500 shares, on a stock that is priced between 1.01-10.00. This policy is only
in effect between 9:30-4:00 PM EST.
Why don’t I show daily P&L for an option that I own?
If the option doesn’t trade then there won’t be a daily P&L since daily P&L is based on
the change in price for the day.
Is there an additional cost to route to an ECN?
Yes, there is a cost if you use them. Real Time Markets has been pretty generous about not
charging ECN fees, unlike most direct access brokers. But these ECN’s charge us a fee
that we pass on to you as part of the commission we charge when you use them. The
REDI charges is $.007 per share, ARCA charge is $.008 per share. You may find that at
times the price you get will be better than the bid/ask
How do I set up routing orders?
Go to the myTrade window – click on the settings/routing. You need rev. 4.2 or later.
Select the ECN you want in the Nasdaq box. Then don’t forget to enable the ECN in the
ECN selection grid. This will confirm that you know that there are additional ECN fees.
What stocks are not marginable?
Pink sheets, IPO’s, Options and most OTC BB stocks are not marginable.
What is a Stop order?
An order to buy or sell when the price reaches the price you specify as the "Stop price".
The stop price is higher than the current market price on a buy stop order or lower than
the current market price on a sell stop order.
A market stop order becomes a market order, to be filled at the best price available, when
the security reaches or passes through your stop price.
Rebates
Please check out the web site at http://www.RealTimeMarkets.com for information about our discounts available for active traders. We offer both plan discounts as well as per share discounts depending on volume.
Practice to Profits
Practice to Profits
From the display header there are 2 commands: File, Settings
| File: Allows the user to | Create Account and Reset Account
Print the details for the tab focused
Exit the function window.
|
| Settings: Allows the user to | Minimize the display with the main program window
Replicate your positions to a Portfolio
Review portfolio
Edit Configuration
Select routing
Enhance Functionality
Display in Bold
|
After creating the account, you will note a contest ID in the Account box. To execute a trade simply enter the information below.
| Account | Prepare/ Send Contest/ Clear |
Instrument Type: Stock / Option / Mutual
| Symbol | Quantity | Action: | Order Type: | Duration: | Condition: |
| | Buy | Market | Day | All or None |
| | Sell | Limit | GTC | Kill of Fill |
| | Buy to Cover | Stop Limit | | |
| | Sell Short | Stop Market | | |
Action
Buy - A request for a broker or other to buy a security on behalf of a client
Sell - A request for a broker or other to sell a security on behalf of a client.
Order Types
Market - Order to buy or sell a security at the best available price; it carries the risk of
buying or selling at a price unknown to the client placing the order.
Limit - Order to execute a trade at a specified price.
Stop Order - Market order to buy or sell a security which is to be entered by the broker only if the security trades at a specified, or "stop," price
Duration
Day – An order to buy or sell securities which expires at the end of the day it is entered.
GTC- An order to buy or sell a security at a limit for an indefinite period of time
Condition
All or None - Term used to describe a trading order instructing the broker to buy or sell the entire amount of the order in one transaction or not at all.
Fill or Kill - Instructions to a broker to execute a market order immediately or cancel it.
Quote Line: Symbol/Last/Change/Bid/Ask/Volume/Size/Time/High/Low
The quote line displays the quote for the symbol you have entered a position for.
To view summary information on the lower part of the screen simply select the proper tab and enter all applicable information such as symbols and date ranges then Click Request
To view summary information on the lower part of the screen simply select the proper tab and enter all applicable information such as symbols and date ranges then Click Request
| Order Tab | Transactions Tab | Positions | Account Summary |
| Open/closed | Start/End Dates | | |
| Columns: | Columns: | Columns: | Cash in Checking |
| Order ID | Date | Symbol | Cash in Debit |
| Order Status | Symbol | Quantity | |
| Date & Time | Quantity | Price | |
| Symbol | Price | Total Cost | |
| Order Quantity | Commissions | | |
| Action | Order ID | | |
| Order Type | | | |
| Filled Quantity | | | |
| Closed Date | | | |
| Condition | | | |
| Duration | | | |
Once you select the screen you wish to view, click "Request" to obtain the information.
To Cancel an Order
Go to the Orders Screen then select Open Orders and click Request. Double click on the
order you wish to cancel.
Nasdaq Level II is accessed by right-clicking on a symbol
in the monitor.
Level II is a grid that displays two column groups of data.
The first group shows quotes from market makers sorted by bid,
highest to lowest. The second shows quotes sorted by ask,
lowest to highest.
Since several market makers often have the same bids and/or
asks like bids and asks are grouped by color.
The size column indicates the relative size of the quote. The
first number is the number of lots offered at the bid and the
second number is the number of lots offered at the ask.
The top section displays the bid/ask for the top three groups
and the cumulative size for each group.
If you get dynamic Level II be aware that after about 15 minutes
the display will change to static as indicated in the upper right
hand area of the screen. To return to dynamic re-enter the symbol.
The column headings in this window are not user adjustable. We
do not have level 2 on OTCBB stocks at this time.
Symbols
The syntax for entering stock, future, and option symbols
described below is applicable to the Monitor, Option Monitor,
Portfolio, and Spread windows, as well as the Quoteline.
(Spreadsheets will be available shortly).
Stocks: Enter the security symbol, e.g. IBM.
Stock Options: Enter the security symbol, a space, and the two
letter option code.
e.g. IBM AB for the IBM January 110 Calls.
-or-
Enter the security symbol, a space, the two
character month code, a slash "/", the strike
price, and a C or P for call or put.
e.g. IBM JA/110C for the above option.
* Note: The two character month codes are as follows:
JA FB MR AP MY JN JL AG SP OT NV DC
Futures: Enter the future symbol, a backward apostrophe "`",
and the month code (from future display).
E.g. SP`M.
Future Options: Symbols are similar to stock options. For
example. SP`M CI for the June 340 call on the
on the June future.
-or-
SP`M JN/340C for the same option.
Portfolio
Using Portfolio
Using Portfolio Review
Portfolios allow you to maintain your investment position. It tracks average cost, daily P & L, realized P & L for each position entered. The first column of the grid shows totals for each individual portfolio.
To Access Portfolio:
From the Program Window header click Function then Click Portfolio
A pop-up function window will appear
To add positions:
Enter the Symbol
Quantity
Price Paid
Check off Bought or Sold
Click Apply
To add / edit / delete portfolios:
Click File
Click Add / Edit / Delete Portfolio
A pop-up function window will appear
Enter the Name of the additional Portfolio
Press enter
Please Note: Portfolios must be emptied to delete
To copy a portfolio to a text file:
Click File
Click Save as text File
To print a portfolio:
Click File
Click Print
To Change the Colors of a Portfolio
Click Settings
Click Colors
Edit the colors then click OK
To Add Notes in Portfolio
Double click on a row to enter note.
To access another Feature of Real Time Markets for an issue from the Portfolio:
Right mouse click on the symbol
Select from the menu of features
To add Cash to your Portfolio:
Enter the cash amount
Changing data fills:
1- Right mouse click on a column
2- Select the data fill from the list below
Available Data Fills:
Add Column
Delete Column
% Daily P&L
%Unrealized P&L
Ask
Bid
Change
Cost
Daily P & L
Dividend Amount
Dividend Date
Dividend Frequency
Last
Market $
News Indicator
Quantity
Real P & L
Size
Time
To Refresh Data to Last Price
Click Mark to Market
To Change the Pricing Default for P&L calculations:
Please note: Portfolio prices are based upon the Bid unless changed.
Click Settings
Select Price Options to Bid/Ask
Market Pulse
Using Market Pulse
A menu driven database that tracks intraday trading activity and trading trends for US, Canadian and European markets. Trends can be tracked in stocks, futures and options to numerous worldwide averages as well as spot currencies. You can also access after hours data from Market Guide.
To Select Pages
There are Pull Down Menu Choices on the Display.
Please Click the Buttons for either viewing Today’s / Yesterday’s or After Hours data.
Also please click The Exchange Pull Down Arrow to select from the following Exchanges:
Market Pulse Exchange menu
NYSE stocks
AMEX stocks
NASD stocks
Toronto stocks
Montreal stocks
Vancouver stocks
UK Stocks
OTC BB
Equity options
Index options
Averages
Statistics
Index Futures
Currencies
Next, click the specific data or page you wish to view from the following, then click Request:
Market Pulse Data Menu
Stocks
most active
most up ($)
most down ($)
most up (%)
most down (%)
most up volume (%)
most active (with news)
most active (new high)*
most active (new low)
most gap up ($)
most gap down ($)
most active (price * volume)
most active (trading at high)
most active (trading at low)
*Most active new low and high are based on 52 week data.
Equity options
most active calls
most active puts
most active family
statistics
statistics of equity plus index options
Index options
most active calls
most active puts
most active family
statistics
statistics of index plus equity options
Averages & Indices
Industrials
Transportations
Utilities
Composite
XMI
XOI
World Indices
Statistics
NYSE
AMEX
OTC
DOW
BOND
TORONTO
VANCOUVER
Index futures
Theoretical values & returns
XMI
XOI
Currencies
Currencies
To print a Market Pulse Page:
Click File
Click Print
To Change the Colors of the display
Click Settings
Click Colors/Fonts
Edit the colors, click OK, then click done
Understanding the Data
Name is the Company symbol
R-Vol is the Real-time Volume
C-Vol is Yesterday’s Closing Volume
V % is the Volume Percent Change from the same time Yesterday compared to Present
An-Hi is the annual high or highest high in the last 52 weeks
An-Low is the annual low or the lowest low in the last 52 weeks
Please Note: A stock must have trades over a volume of 10 the previous day in order to appear.
News Roundup
Using News Roundup
The News window function header has two commands available File and Settings.
File- allows you to Exit the window
Settings- allows you to change the Color / Fonts of the News Window
allows you to Filter out News Vendors
The window displays news based on the function selected. Available functions include:
Today’s News- retrieves news by Symbol for present day
Yesterday’s News- retrieves news by Symbol for previous day
Historical News- retrieves news by Symbol for 90 day historical based on plan
level
Today’s News Roundup retrieves news for the Symbols in your monitor for present day
Yesterday’s News Roundup retrieves news for the Symbols in your monitor for previous day
Today’s News by Vendor retrieves news by News Vendor for present day
Yesterday’s News by Vendor retrieves news by News Vendor for previous day
To Select a Function
Click on the Down Arrow in the left most Pull Down box
If you select a function which retrieves news based on a symbol, a symbol entry box will
appear to the right of the function box.
To Select a Specific Vendor for Retrieval by Vendor
Select your function
Click the Down Arrow in the right most Pull Down box
Select the Vendor to Display from the list of available vendors
Click Request
To Access Symbol News from this window
Select your function
Type the Symbol into the Symbol entry box
Click Request
To Access a News Story from the displayed Headline
Double click on the News Headline
A pop-up Story box will appear
To Edit the Display Colors
Click Settings
Click Colors / Fonts
A pop-up dialog box will appear
Click the button you wish to edit
Then chose from the pop-up display of available choices
Click OK
Click Done
To Filter News Vendors
Click Settings
Click Vendor Filter
Select each Vendor to display with a Check
Select each Vendor not to display with a Blank box
Click Accept
Symbol Look-up
Using Symbol LookUp
Real Time Markets offers on-line stock and index symbol look upon the Main program page..
To Find a Symbol based on Company Name
1. Click Symbol LookUp
2. Click Lookup by Company Name
3. Enter the Description
4. Press enter
To Find a Company Name based on the Symbol
1. Click Symbol LookUp
2. Click Lookup by Ticker
3. Enter the Symbol
4. Press enter
Please Note: using partial company names is recommended.
Market Scan
Using Market Scan
Market Scan is a real-time personal menu driven database that tracks intraday trading activity and trading trends for US markets based upon your specific criteria. Market Scan will "scan the market" and produce a list of symbols for issues which meet your criteria.
From the function window header there are two commands:
File and Settings.
File- allows you to Print the page, add/delete filter, add/delete layout, save to file, or Exit the window.
Settings- will allow you to set the Color and or the Font of the window.
To Create the Filter.
To create the filter click File then click Add Filter
Name the Filter and click OK
A pop-up Dialog box with the filter criteria will appear
Enter your numbers in the appropriate fields.
A Sample Filter
For example, if you want to scan all NASDAQ stocks, between $20 and $100, up $2 or more today, on a volume of 500,000 or more, on double or more of the average daily volume.
Fill in the scan parameters as follows, then click 'accept'.
Note that we are providing input to filters #1, 2, 5, 6, and 13. The other filter input values are not changed, a value of zero ('0') excludes that filter from the scan.
Changing the Layout
Click View/ Modify Layouts
A pop-up dialog box will appear with a list of the available scanning fields
Use the left ( -> ) and right (<- ) arrow buttons to move the highlighted field from one side to the other. Use the up down arrows to scroll through the lists, and select the fields you wish to view.
Once you've finished adding fields to the 'selected' side of the window, click on 'done'.
To View Statistics:
Click the Statistics button
A Popup window will appear with the # of tickers scanned and the number of tickers
which passed the criteria or did not match.
There are nine data fills on the report:
Symbol
Last Price
Change on day
Bid
Ask
Volume
Time of last trade
High
Low
To Print:
Click File
Click Print
To Save to a File:
Click File
Click Save to File
Then name the file and click Save
Please note that additional pre-built Filters can be made available at any time.
Also note: there is a limit of 100 symbols on a successful scan, if there are more than 100 symbols, please narrow your search parameters.
Help
Using Help
The Help Command from the Program Window provides the user online information such as this help guide and from. About the company and copyright information
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