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GO TX Wealth Management System Chittagong Stock Exchange Ltd. GO TX Trader DWS Trading. Access Control. Login (Ctrl + L). Access through User ID and Password Restricted number of attempts Automatic session expiry Re-confirmation of password at time of order entry. Change Password.
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GO TX Wealth Management System Chittagong Stock Exchange Ltd GO TX Trader DWS Trading
Login (Ctrl + L) • Access through User ID and Password • Restricted number of attempts • Automatic session expiry • Re-confirmation of password at time of order entry
Change Password • Force Change of Password on first time logon • Reset password to be requested in case of expiry • Re-confirmation of password at time of order entry
Trader Main Screen • Menu bar, tool bar • Index indicators • Market Watch • Tickers • Order Entry • Message Pane • Status Bar • Workspace
Market Watch • Real-time update – one per market (board) • Add and customize watch lists • Market Depth • Short-cut to order entry • Columns can be added or removed from display
CustomizeTicker • User-defined market ticker • Set colors and display • Add and remove stocks
Market Depth (Ctrl + O) • Displayed for the selected stock • Ten levels of depth are displayed • Accessible from • Menu • Market Watch
Market Information • Board Status • Index Monitor • Create Watch Lists for indexes • Index Statistics • Index-wise market information • Market Statistics • Current market information • Board Statistics • Volume and turnover for the trades done on each board • Market Movement • Trading activity over a time period
Workspaces • Up to 5 workspaces can be created • Provided for important trading, market and statement screens • Settings retained after logout
Risk Management • Trader Risk parameters • Investor Risk parameters • Margins & Limits
Trader Risk Parameters • Set by Risk Supervisor • Set for each individual Trader • Validated at time of order entry
Investor Risk Parameters • Delivery Trading Factor • Under Settlement Stocks used for Margin • Cash Receivable used for Margin • Allow cash withdrawal • Stock Margin allowed for Delivery • Credit Margin allowed for Delivery • Ignore Margins for Foreign positions
Cash Withdrawal • Withdrawal of free cash available • Amount reduced from investor’s Cash Limit • Reduces margin available for trading
Margin & Limits • Cash deposited with the broker • Free cash available displayed in Cash Statement • Limit available for trading displayed in Margin Statement
Order Entry • New Buy/Sell Order Entry • Regular • Spot • Odd Lot Buy/Sell Order Entry • Odd Lot • Bulk • Auction • Foreign
Order Fill Types • Limit Orders • Good For Day (GFD) • Good Till Cancel (GTC) • Good Till Date (GTD) • ATO • ATC • Market Orders • Fill or Kill (FOK) • Minimum Fill (MFL) • Partial Fill Rest Kill (PFRK) • Partial Fill Rest Convert (PFRC)
New Buy/Sell Order Entry • F2 – Buy order • F3 – Sell order • Order entry defaults may be set • Quick Order entry • Price Types • Market • Limit • Stop Limit • Stop Market • Segments • Delivery • Intra-day
Odd Lot Buy/Sell Order Entry • Shift + F2 – Buy order • Shift + F3 – Sell order • Only Limit orders • Fill types for Bulk and Foreign only • GTD • GTC • GFD
Local – Blotter (Ctrl + B) • Displays orders placed by the Trader, not investor • Current status of order displayed • Order history available • Modify and cancel orders • Historic data available
Query Order Book • All orders placed for the investor • Current status of order • Order history • Modify and cancel orders • Historic data available
Local Trade Book (Ctrl + E) • View trades on orders placed by the Trader • Trades on orders placed by the investors not visible • Traded status of each order • Average traded price • Historic data available
Query Trade Book • View trades on orders placed by the Trader and investor • Trade Summary available • Traded status of each order and average traded price • Historic data available
Local Trade Positions • Investor-wise • All investors • Selected investor • Stock-wise • Buy Trade position • Sell Trade position • Net position • MTM profit/loss
Delivery Margin • Value on which margin is held: • Purchase value • Limit = Quantity * price • Market = Quantity * LTP * Market orders markup% • Margin held = 1/(Stock Intraday Factor * Investor’s Delivery Trading factor) * Purchase Value • Margin not held for sales
Equity Margin views • View for a selected investor • Trade View • Buy/Sell Trade position • Profit/Loss • Square off open position • Order View • Buy/Sell Orders • Margin Held • Cancel option
Margin Statement • Margin Sources • Cash • Cash Receivables • Sale of Stock • Margin Uses • Margins held • Cash Payables • Purchase of stock • Trading Limits • Delivery • Intra-day
Cash Statement • Balance in cash account • Free cash available used for • Purchases • Transfer • Withdrawal
Stock Statement • Holdings in Demat account • Stock activity during the current settlement • Stocks under settlement • Market value based on LTP • Facility to sell the stocks
Networth • Analysis of investor’s net worth • Displays assets and liabilities