Before you start installing the trading platform, check your software and hardware settings. Generally, client terminals
do not have minimum system requirements to run the platform, but depending on the type of use, the following
parameters are recommended:
On logging in, a blank workspace will open up. Additional workspaces can be created in the following two ways-
The Update Manager checks for updates automatically. Whenever an update is available, a message will be displayed
asking you to confirm the update. Updates can also be canceled and installed later. User can check for updates
anytime by using Help - Check for updates. To disable automatic updates,go to the ENVIRONMENT tab, click on
Settings --- General: Automatically check for updates.
The toolbar ribbon is a short- cut to add panels such as charts, matrix, positions etc.
To customise the menu in the toolbar, follow the steps mentioned below
The general settings menu is used to view and change the general properties of the trading terminal. To customize
the settings on your trading platform, go to Environment---- General Settings
You can view the list of shortcut keys here and use them as a quick access key to a particular function.
Users can also replace the default hotkeys by clicking and substituting them with an alternate character/symbol.
You can customize your account and trade settings from this menu. Following are some of the settings that be customized
You can choose system warnings/ alerts based on the parameters shown in the figure below
Allows synchronizing, selecting scroll/ zoom mode for mouse wheel action and defining default chart time frames and their
Each panel has a default location. Some panels are attached by default while the others are displayed separately.
There are two main locations for all panels
By selecting the symbol in one of the panels, you can synchronize other panels in the group to display information relevant
to that symbol.
Example: When the ‘Chart panel’ is linked to the ‘Watchlist panel,’ the symbol displayed in the Chart panel will change in
accordance with the symbol selected in the Watchlist.
To link two or more panels together:
Users can also link one panel to all others by selecting ‘ALL.’ It means that changes from any panel will be applied to
current one. To unlink a panel from a group, click the panel's link icon and select NONE.