Forex Online Trading User Guideres.wfgold.com/pdf/forex/fx_pc_en_v1.1.pdf · 2015-09-02 · 08.2015...

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Forex Online Trading User Guide

WING FUNG FOREX LIMITED Tel (HK) ： (852) 2303 8690

Tel (China) ： 400 120 1080

Fax (HK) ： (852) 2331 9505

Fax (China) ： 400 120 1003

Email ： [email protected]

Website ： www.wfgold.com 8. 2015

mailto:[email protected]

http://www.wfgold.com/

08.2015 | FOREX ONLINE TRADING USER GUIDE 2

CATALOG PAGE

1 Introduction 3

2 System Requirement 4

3 Trading Platform Operation 5

3.1 Trading Platform Main Window 5

3.2 Get Starting 5

3.3 Login 8

3.4 System Menu 12

4 Trading and Dealing 19

4.1 General Trading and Order placing 19

4.2 If- Done and Once Cancel the Other Order (OCO Order) 24

4.3 Shortcut Key on Position liquidation 26

4.4 Order Viewing and Modification 27

4.5 Cancel Order 28

4.6 Hot Key for Fast Execution 29

5 Account Balance and Open Position 31

5.1 Account Balance 31

5.2 Account Info 32

5.3 Open Position Listing 33

5.4 Pending Order Listing 34

5.5 Limit/Stop Order Query Listing 34

5.6 News, Logs and Company Message Listing 35

6 Layout, Logout & Style 36

6.1 Layout 36

6.2 Logout 37

6.3 Style 38

7 Customer Support 39


1. INTRODUCTION

Wing Fung Forex online margin trading platform is specifically designed for investor who can trade freely online

with our latest state-of-art computer technology. It provides real-time quote, chart, account balance, ordering and

account statement as well as the latest market information. Besides, the window style of this trading platform can be

easily customized according to personal preferences for faster, safer and high efficiency of online trading.


2. SYSTEM REQUIREMENT

Web-base version (Silverlight)

Operating System : Microsoft Windows XP (SP3) or above

CPU : Pentium IV 2.4G or above

RAM : 1G RAM or above

Resolution : 1024 x 768

Network Connection : broadband

Browser : Microsoft IE 8.0 or above

Software : Microsoft Silverlight (http://www.microsoft.com/china/silverlight/default.aspx)

: Adobe Flash Player 10 or above, (http://get.adobe.com/flashplayer)

Installation version (JAVA)

Operating System : Microsoft Windows XP (SP3) or above

CPU : Pentium IV 2.4G or above

RAM : 1G RAM or above

Resolution : 1024 x 768

Network Connection : broadband

Software : JAVA Version 6.0 or above and Adobe Flash Player 10 or above

http://www.microsoft.com/china/silverlight/default.aspx

http://get.adobe.com/flashplayer


3. ONLINE TRADING PLATFORM OPERATION

3.1 Trading Platform Main Window

►The diagram shown below is a default interface of the trading platform. It can easily be customized based on

customer’s own preferences

3.2 Get Starting

3.2.1 Login the platform

► Visit our home page and click [Login] from [CUSTOMER LOGIN] icon or directly use login links below

DEMO http://bfdemo1.wfgold.com or http://bfdemo2.wfgold.com

PRODUCTION http://bf1.wfgold.com or http://bf2.wfgold.com

Follow the Display : Select > Account > Bullion or Forex (Please select Forex)

Select > Connected > Connect 1 or Connect 2

Select > Language > Traditional Chinese, Simplified Chinese or English

Click > OK (Login)

http://bfdemo1.wfgold.com/





►Before or after logging in, login shortcut can be installed by clicking [System] at the page top menu. Select

[install] from pull-down for downloading shortcut onto your desktop.

(Before login) (After login)

►Click [Install] to begin downloading

►JAVA installation and download

Make sure you have installed JAVA Script Language into your computer. If not, use the download link below to

complete the process.

http://www.java.com/en/download/

After having JAVA Script installed, begins downloading and installing with your browser by surfing the following

link

http://bfdemo1.wfgold.com/WFF/WFForex.exe

When system displays the following message, please choose “Execute” to continue

http://www.java.com/en/download/

http://bfdemo1.wfgold.com/WFF/WFForex.exe


Click “Next” from the following install page, and tick “I accept the agreement”. Continue with “Next”

Click “Finish” to complete installation to which program shortcut will also installed onto computer desktop.

Client can login the system immediately.

Icons shown below are WING FUNG FOREX ONLINE TRADING SYSTEM shortcut. Client can have

quick access by clicking the shortcut during next login.

SliverLight version shortcut JAVA version shortcut


3.3 Login ►The page shown below is the login page of WING FUNG FOREX ONLINE TRADING SYSTEM.

3.3.1 Login page Login page through Web

1) Clients agree the “Notice to Clients”

2) Input “User ID”

3) Input “password”

4) Then click “Login”

Login by JAVA shortcut

1) Clients agree the “Notice to Clients”

2) Input “User Name”

3) Input “password”

4) Then Click “Login”


Remark: Once clients click login and enter into our online trading system, it means clients have agreed

the Notice to Clients and its content. If clients have any doubt about our notice and its content, please do

not login and contact our customer service for more information.

*[Private browsing mode] Web browser may stop SliverLight from reading and writing data, which will

cause our trading system not properly working. Hence, never set your browser in [Private browsing

mode] to ensure the access to our system normally.

Table shown below is the [Private] mode of different web browsers

BROWSER NAME PRIVATE MODE TYPE

Internet Explorer InPrivate

Mozilla Firefox Private

Safari Private

Login by Sliverlight shortcut

1) Clients agree the “Notice to Clients” 4) Select “Language”

2) Input “User Name” 5) Select “Connection”

3) Input “Password” 6) Then click “Login”

1

4 5

2

6

3


3.3.2 Reset Password

In case client forgets his password, he can reset his password by clicking “Reset Password” function from

login page. Fill in specified client information and click “Submit” button.

If fill-in information is correct, our system automatically reset new password which is being sent to client’s

email box that has officially registered with us. The following reminder also displays on page.

In case of wrong information, the following warning message is displayed. Please try to input again or

contact our customer service.


►The initial login time and account number are shown at the bottom of left-hand corner once login is success.

►while the trade server time is shown at the bottom of right-hand corner

3.3.3 ZOOM WINDOW

►By moving the mouse to the top of right-hand corner of each windows of Trading Instrument, Account Balance,

Account Info, etc., simply click the + / - sign and the body of its text can be zoom in or zoom out

3.4 System Menu

►Select “System” from menu bar located at the top of right-hand corner, clients can opt to “Logout”, “Change

Password”, “Account Selection” or “Install shortcut”


3.4.1 Change Password and Account Selection

Change Password - Clients can change password, such as login password or emergency phone trade identification

code.

►Input old password and follow by new one. Input once to reconfirm new password

Select Account - If client holds more than one trading accounts, he can select the favor one for instant monitoring.


3.4.2 Real-time Chart

►Click “CHART” at the main menu bar, a new real-time chart will pop up in no time

As clients wish, they can make use of the function bar to access Trading Instrument, Frequency of Time Frame,

Chart Type, Technical Indicator, Line Study, Zoom In/Out, Delete Selected Object, Grid, Cross-line, Change of

Color, Save as Picture, Show Open Position and Show Pending Order.

3.4.3 Report

►Clients may retrieve “Report” from the main menu bar. They can choose either Ledger or Statement.

(Remark: ABODE FLASH PLAYER is essential for report activation. HTML or PDF is also available)

Select “Report→Statement”, click on “Date”. Change date for statement. Tap box for day, week or month. Click OK


At the left top corner, clients can opt for printing or save as PDF. While at the right bottom corner is for single page

or multiple pages display, and zoom in/out. It operates the same way when retrieving “Ledger” and “Statement”

Client Statement

Account Ledger


3.4.4 Deposit and Withdrawal

►Clients can make online deposit through UNIONPAY payment system or apply withdrawal to their officially

registered bank account.

Withdrawal

Select “MARGIN” at the main menu bar. Choose account number at account bar and payment Instruction

at document bar.

(Remark: The system accept payment instruction only paying to officially registered bank account)

Official registered bank account information can be seen under “Bank account” column here.


Deposit

When deposit option is selected, the system will directly connect to UNIONPAY online payment system (Please

refer to step by step deposit guide from Wing Fung Website). Once UNIONPAY clear the deposit, the transfer

amount will automatically be uploaded to client trading platform immediately.

3.4.5 VIEW

►Click [View] at the main menu bar for having instrument price, account balance and account info. Besides, the

option of modification for background color (black or white) can also be chosen here.

►PRICE – There are two options for price view - Card View or List View. Client can freely do zoom in and zoom

out.


► Price flashing and its color

When back color of price quote flashes to green, it means price went up. While it flashes to red, it means price went

down compared with the last spot price.

► Time and High/Low

The last updated time of Instrument is displayed under the Instrument name. The High/low price is indicated by

highest of client sold price (BID) and the lowest of client sold price (BID) of that related instrument.


Right click from mouse will call out “Instrument Price Menu”

1) Select “Place” will call out “Trade and Order dialog Box”. (Please refer to 4 Trading)

2) Select “Chart” will call out “New Chart Window”. (Please refer to 3.4.2 “Chart”)

3) Select “Add or Remove” will call out “Instrument Selection”, instrument can be added, removed and

rearranged in different order.


4) Select “Product Info” will display 3 options, (a) the High/Low for the trade day, (b) Previous Close, (c)

Interest Rates.

(a) High/Low – the highest and lowest of client sold price for the trade day.

(b) Previous close – compared with yesterday closing price or last spot price.

(c) Interest rates – a payable or receivable interest rate for holding opening position overnight (HK gold is

paying or receiving in fixed amount)

4. TRADING

4.1 Trading and Order placing

►Double click on instrument, “Trade and Order dialog Box” pop up. Clients can choose to place instant order

or pending order.


4.1.1 Instant Order (market order)

► Make New Order

First of all client should decide number of lot he wishes to trade. Once the price quote turns to his favor, hit the

price quote immediately (Buying hit on ASK quote, selling hit on BID quote)

Market order is sending in no time. A window will pop up showing confirmation status. Trade number is also

listed for reference. Click [Close] to turn off the window when transaction is completed.


►Liquidation Order

Open positions within the blue circle are subject for liquidation. Simply pick the target trade by checking the small

box in front and modify its quantity. If all the open positions need to close out, just click [Close All]. When price

moves in client favor, hit price quote directly for instant execution. (Hit ASK <Pink Blue> for BUY, whereas hit

BID <Pink Red> for SELL.

(Remark: No response returns if price quote is not corresponding to the close out instruction when hitting on price

and its color is grayish-white)

The verification window pops up and displays detail trade status. Trade reference number is fully listed after

execution. Click [Close] to turn off the window.


4.1.2 Order Placing – Pending Order (Limit Order or Stop Order)

►Limit / Stop New Order

Select “Pending Order” then check the box for Limit Price or/and Stop Price and fill up target price. Confirm

desired quantity and time expiry. Once the instruction is completely filled, clicks the [Submit].

Order confirmation window will pop up to display full ordering status. Order reference number is listed after

placing. Click [Close] to turn off the window after.


►Limit / Liquidation Order

Choose target order that would close out. Check the box for Limit Price or Stop Price, and then fill in target price.

Confirm desired quantity and expiry time. Once the instruction is completed, click [Submit] button to send order.

► Once Cancel the Other Instruction (OCO)

When boxes of Limit price and Stop price are checked, the box in front of OCO is automatically kicking start,

which indicates this is an once cancel the other instruction. Either one of the orders would automatically be

cancelled when one of them is hit by the market.


4.2 If Done Order Instruction

After checking the box for If-Done, order direction and target price similar to placing a limit/stop new order. Finally,

set Limit and Stop price at the activated If-Done window as it requires.

(Remark: Only when If-Done order entry set ahead is executed, then the subsequent order will be activated)

► If-Done and OCO instruction

After checking the box of if-done and OCO, set target Limit and Stop price. Set Limit and Stop price again in the

pop up If done close (sell) window as it is requested.

(Remark: Either one of the orders for OCO are executed, the other will be cancelled by system. Simultaneously, the

corresponding If Done-Close (sell) instruction will be activated immediately.


The order confirmation window will pop up to display the order placing status with full detail. Order reference

number is listed after placing. Click [Close] to turn off the window after.

The non-activated order in the Pending Order Listing will promptly be activated or cancelled right after OCO order

is hit by the market.

When the market hits the pre-set price of 1.2966, the buying limit order of OCO at 1.2966 will get done and the

1.3029 Stop Order will instantly been cancelled. Simultaneously, the corresponding if-done order for 1.2966

immediately activated (Limit Sell 1.3005 and Stop Sell 1.2944), while the related 1.3029 if-done order immediately

be cancelled by the system (Limit Sell 1.3069 and Stop Sell 1.2991).


Pre-set order price falls beyond system allowance

If Limit/Stop Order is set too close to market price, alert warning dialog box will pop up. Click “Yes” to allow

system to make adjustment, click “No” to cancel the ordering.

4.3 Shortcut Keys for liquidation

Liquidation on Market

For quick liquidation against an open position by market order, simply hit on the shortcut key “Liquidation”

located in front of each open position under “Open Position Listing”. A popup screen for trading instruction

appears, same working procedure is applied as described in 4.1.1

Liquidation on Limit

For liquidation by limit price, click the hot key “Limit/Stop” under “Open Position Listing”.

A Pending Order screen pop up, same procedure is applicable as described in 4.1.2 (Limit or Stop)

Pick open positions from “Open Position Listing”

When order placing is done for one open position, no further order placing for same open position is allowed. A

Brief order placing info can be seen under the column of Limit and Stop heading.

(Remark: Quantity of liquidation on Stop/Limit order is not allow larger than the quantity of Open position )


4.4 Viewing and Order Modification

4.4.1 Viewing an Order

All Orders that have submitted can be read at “Account Info” from Pending Order Listing only for that login period.

The same can be read at the “Limit/Stop Query Listing” about detail of order placing and its outcome that have been

saved within past five trade days

Select Query, Instrument and Account, select how many days to query. Click “Query”


4.4.2 Order Modification

Double click order for modification in the Pending Order Listing or Limit/Stop Query Listing, Pending Order

Details window pop up. Check the box of “Modify Order Price” then fill in new price in “New Price (LMT) or /and

New Price (STP)”, click [Submit] to confirm modification.

When Confirmation Window pop up, click “Yes” to send or “No” to cancel action.

4.5 Cancel Orders

Double click order like 4.4.2 Order Modification and then click “Cancel This Order”, then click [Submit] to confirm

cancellation.

When the Confirmation Window pop up, click “Yes” to send or “No” to cancel action.

(Remark: Once the order modification or cancellation has been confirmed, the relevant orders such as IF-DONE or

OCO would be cancelled simultaneously.)


Placing Order Time

Action of Add, Modify or Cancel any Limit/Stop Order can only be accepted within trading hours. No further

actions on the foregoing instructions are allowed during settlement processing period and after trading hours as

well.

4.6 Hot Key for Fast Execution

4.6.1 Open a new order

Click on will-be trade Instrument price quote once, the quote board reverses instantly.

Verify number of lots for new/liquate order that would deal. Directly click on price quote when target price comes.

Click B with pink blue color for BUY and click S with Pink Red color for SELL. Not response return by hitting

price in grayish-white color.

The trading instruction is sent instantly. A window pops up for immediate confirmation in which trade reference is

listed. Click [Close] to close the window when transaction has been completed.


4.6.2 Liquidation Order

Click on will-be trade Instrument price quote once, the quote board reverses instantly to show fast execution mode.

Verify number of lots for new/liquate order would trade. Directly click the price quote when right price comes.

(Click B with pink blue color for BUY and click S with Pink Red color for SELL. Not response return by hitting

price in grayish white color)

(Remark: All action on Hot Key for Fast Execution is based on first in first out protocol)

Trade instruction is sent instantly. A confirmation window pops up for immediate confirmation in which trade

reference is listed. Click [Close] to close the window when transaction has been completed.

Back to general instrument quote mode

Click the instrument price quote once, price quote board will reverse back to general instrument price quoting mode.


5. Account Balance and Open position

5.1 Account Balance

►Click “VIEW” from main window menu, choose “Account Balance”. Account balance status is duly displayed.

►Account Balance

The table below shows following information: account title, currency, account balance, equity, margin requirement,

usable margin, floating P/L and margin ratio.

Account Number An identity number registered for trading account.

Customer Name A customer name registered for his trading account.

Currency A settlement currency for its trading account.

Account Balance An updated cash value as floating P/L is not included. This balance is

constantly updated.

Floating Profit & Loss This is a mark-to-market value of entire open position. This floating is

updated instantly.

Equity This is a net asset value of the trading account. It is the sum of account

balance and floating P/L.

Margin Requirement Margin is required to hold number of open positions.

Usable Margin A net value that equity subtracts margin requirement. If an equity is great

than margin requirement, the excess can be applied to build up additional

open position.

Margin Ratio This ratio is calculated to reflect the percentage of equity over margin

requirement (the higher the safer).

Remark A special reminder for account status.

Viewing multiple account balance

If clients got more than one account with our company, they can request us to put them all together in the same

trading platform. Clients can easily click to expand by “-“sign which located at left side of

account number in order to have better control and monitor on them..


5.2 Account Info

►Click “VIEW” once at main window menu, “Account Info” frame displayed.

From Account Info frame, there are several info columns like “Open Position Listing”, “Pending Order Listing”,

“Position Summary Listing”, “Stop/Limit Query Listing”, “News, Log and Message Listing”.

Clients may drag and drop anyone of the info frame freely over the page according to their need. When they want to

close the frame, just click , the frame will automatically fall back to main window

Once the window layout has been modified, save it for next login.


5.3 Open Position Listing

This listing records all open positions and its market valuation. Clients can click to shut off the column header,

click hidden to display the closed column header or click to rearrange trade data in order.

Client may drag a column header to green bar for group classification.

Drags instrument to green bar for instrument grouping

Click the instrument to cancel grouping and restore setting.


5.4 Pending Order Listing

This Listing displays all pending limit, stop and confirmation order done after login

5.5 Stop/Limit Query Listing

This listing provides query for to-date pending order, or any placing order record for the past 7 days.

Select Query and input 4 days then click “Query” to search for all limit/stop order record (Include: New add,

Amend and Cancel record)

Search result for last 3 days all EURUSD order record


5.6 News, Logs and Company Message

5.6.1 News

Display real-time market information and important financial news

5.6.2 Log

Display all the login activity record in text format and its reference numbr

5.6.3 Company Message

Display message from company to clients

Once the headline is tap, the content of message is immediately displayed. Click exit and return to main window.

.


6. Layout & Style + Logout

6.1 Layout

6.1.1 Save Layout

Clients can customize the main window for his favorite layout or pre-set anyone of it as a default layout.

Click “Save” to call out save layout dialog box. Give a name and check the box to set a default. Click “OK” to

complete save action.

Layout has been saved and it is displayed in the menu. It can be brought into use by clicking any time.

6.1.2 Delete Layout

Click layout > setup, “Setup” dialog box pop up. Choose layout name for deletion. Click delete button to complete

the deletion.


6.1.3 Modify the default layout

Click layout > setup “Setup dialog box “pop up. Choose default layout name. Click the button “as Default Setting”

for storing layout.

Reset to default system layout

Click layout > reset, the present screen will return to default system layout

6.2 Logout

Click System and then click “LOGOUT”, the system will logout and back to the main interface automatically.


6.3 Style

►Background color Style (white or black)

Clients may choose default background style either white or black as their background color


7. Customer Support

►In case of any question about account opening, account condition, platform download, demo trading, trading rule

and regulation, installation and application of trading platform, customer are welcome to call our customer service

by (852) 2303 8690 or China free toll 400 120 1080. Our professional teams of customer service are always

wholeheartedly to extend their utmost service.

Trading Hours

Summer Time (HK Time) Winter Time (HK Time)

Monday or The Day After Holidays

6 am to next day 5 am

Monday or The Day After Holidays


Tuesday to Thursday


Tuesday to Thursday


Friday


Friday


Contact us

Enquiry Hotline (HK) : (852) 2303 8690

China Toll Free : 400 120 1080

Fax (HK) : (852) 2331 9505

China Toll Fax : 400 120 1003

Email : [email protected]

Website : www.wfgold.com

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Forex Online Trading User Guideres.wfgold.com/pdf/forex/fx_pc_en_v1.1.pdf · 2015-09-02 · 08.2015...

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