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Installation

Installation, setup and general settings

 

System Requirements-

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:

 

Single account trading-

  • 2 GHz or higher processor.
  • 2 GB RAM (This value should be dedicated to the Desktop application only. For other tasks, you can have additional
    free RAM).
  • 50 MB available disk space for installation and additional 500 MB for history cache.
  • Operating Systems:
    • Windows 7/ 8.1/ 10
    • Microsoft .NET Framework 4.7 +
    • MacOS version 10.11

 

Automated trading-

  • System requirements are similar as in the case of a single account, except for
  • 3.0 GHz or higher processor for complex trading systems.
  • 4 GB RAM (This value should be dedicated to the Desktop application only)
  • 80 MB available disk space for Trading Systems and 500 MB for data storage.

 

Installation-

  • Click HERE to install the trading platform on your desktop and hit the SAVE BUTTON.
  • If you’re experiencing problems with the download, kindly turn off your anti- virus software until the successful
    completion of the download.
  • RUN the software and INSTALL
  • After installation, login using your Client Id and password

 

On logging in, a blank workspace will open up. Additional workspaces can be created in the following two ways-

  1. From the environment menu by clicking on NEW WORKSPACE.
  2. By clicking on the sign at the bottom of the blank workspace.
  3. By clicking on the icon located in the toolbar ribbon

 

Program Updates-

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.

 

Customising toolbars-

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

  • Right-click on the toolbar ribbon and hit CUSTOMIZE.
  • Create a short- cut menu by adding/ removing items from the toolbar screen.
  • Change the order of the items in the toolbar menu

 

 

General Settings-

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

 

Hotkeys-

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.

 

Trading defaults-

You can customize your account and trade settings from this menu. Following are some of the settings that be customized
from here

  • Trading parameters
  • Order type
  • Default quantity
  • Trade confirmation
  • Margin settings
  • SL/ TP values in offset/ absolute value
  • Daily P/L warnings
  • Volume parameters

 

Warnings:

You can choose system warnings/ alerts based on the parameters shown in the figure below

 

Chart Settings-

Allows synchronizing, selecting scroll/ zoom mode for mouse wheel action and defining default chart time frames and their
corresponding periods.

 

Attaching and detaching panels-

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

  • Attached – Panel is located in the workspace. Attached panels can be arranged in the tabbed areas where one or
    more panels conveniently fit under/over/beside other panels.
  • Detached – Panel is located separately and can be used independently.

 

Linking panels-

One of the biggest advantages of the system is linking panels by clicking the symbol

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:

  1. Click the link icon in one of the panels you wish to link.
  2. From the drop-down menu, select a colour. The button changes to display the selected colour.
  3. Repeat the same procedure for the other panels to be linked by selecting the same colour.

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.