Arum WEB Manual ENGLISH
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ArumPro WEB – Web-based Remote Trading Platform Overview of ArumPro WEB The ArumPro WEB platform is a proprietary remote trading platform offered by Arum Capital. It is related to the ArumPro CLEAR trading platform in that it allows for Clients to access their accounts, along with all the necessary functions for trading and analysis purposes, remotely via an Internet browser without the need to download or install any applications. The Client’s [PRO] account credentials can be used to instantly access their PRO account remotely from any location with an active Internet connection, allowing Clients to monitor, open, close or modify their transactions at any time without the need to download additional software. The platform and its interface are userfriendly and simple to work with or modify, and many of the functions Clients will be familiar with from using their ArumPro CLEAR platform are readily available via ArumPro WEB. Similarly to the ArumPro CLEAR platform, ArumPro WEB’s main interface is made up of several sections (labeled ‘spaces’), albeit set out slightly differently – the Trading section, the Markets section (similar to the News&Charts tab/section on the PRO platform), the Activity Log and a separate Account section which allows for the monitoring of a Client’s trades, orders, exposures and other data related to their trading accounts in real time. New spaces/sections can be added to the platform, existing spaces removed, and any of these can be edited according to the Clients’ preferences by adding or removing required modules to and from the spaces. Trading Space/Section Overview The Trading Space/Section of the platform includes the necessary functions and modules required for the placing, closing and modifying of trades and orders and the monitoring of currently open positions/orders, as well as the state of the Client’s trading account and any currency exposure related to their current positions/orders. In the diagram above, we can see the main/default modules present in this space. Fig.1 – Quote List – The Quote List displays the current streaming market price quotes for a list of instruments selected by the Client. By using the ‘+Symbols’ function, the Client is able to add or remove any instrument to the Quote list from a list containing all currently available instruments. Placement of positions or orders is possible via the Trade and Order buttons to the right of the corresponding instrument. Fig.2 – Trade Board – The Trade Board similarly displays current Bid/Ask market price quotes for a Client’s chosen instruments. Placement of trades and orders is also available through the Buy, Sell and Place Order commands on each corresponding instrument’s board Fig.3 – Chart – The Clear Chart module can be seen as a simplified, more lightweight version of the standard Chart module available via both ArumPro CLEAR and ArumPro WEB platforms. Aside from the standard charting functions, such as multiple chart types/timeframes etc, this module also offers the Tick Chart view available within the ArumPro CLEAR. Fig. 4 & 5 – Open Positions and Orders – The standard functions, similar to those found within ArumPro CLEAR, used for the monitoring and editing of a Client’s open positions or orders. Any executed trades appear in the Open Positions window, whereas the Open Orders window displays all details relevant to the Client’s orders. Fig. 6 & 7 – Currency Exposure and Account Summary - This section allows for the monitoring of the current state of a Client’s trading account (Balance, Equity, Margin Level, Commissions, P/L) and any currency exposure related to their current open positions. Markets Space/Section The Markets Space/section of ArumPro WEB offers to Clients a workspace for the monitoring of the Charts for their required instruments/symbols, the latest news and also includes a multitude of functions designed to assist the Client with their analysis of the Charts (Lines, Fibonacci Retracements, Indicators/Studies and more). Both modules found here function almost identically to the ones found within the Chart&News section of the ArumPro CLEAR trading platform. Fig. 1. Charts Toolbar – The toolbar of the Chart window offers to the Client a very large selection of tools & functions for the purpose of working with price charts. By using the Instruments drop-down menu, the Client can add (or remove) necessary charts to and from the terminal, while using the Lines and Studies menu allows the Client to add necessary trendlines, Fibonacci retracements and Indicators (also referred to on this platform as Studies) required for the purposes of technical analysis. Additionally, by using the buttons on the toolbar (found below the drop down menus), the Client can modify the Chart’s settings – timeframe, chart type(this includes Tick charts), volumes. Fig. 2. Price Charts – The terminal section of the Chart window is where the actual price charts for a Client’s selected instruments are displayed, along with any lines/indicators which have been added to the charts. Via the left-click menu, the Client can also change the settings of the Chart, or add/delete Studies (Indicators) Fig. 3. News - The News module displays the latest news in real time. The Search and Settings sections/tabs on the top of the News window can be used to search for specific news or modify the settings. Alerts can also be set using the Alerts tab Accounts Space/Section The Accounts Space/Section of the ArumPro WEB Platform is used primarily for purposes of monitoring any data related to the Trading Account, as well as for the tracking/modification/closure of any existing positions or orders the Client may have entered into. Fig. 1 & 2 – Currency Exposure and Account Summary - This section allows for the monitoring of the current state of a Client’s trading account (Balance, Equity, Margin Level, Commissions, P/L) and any currency exposure related to their current open positions. Fig. 3 & 4 – Open Positions and Orders – The standard modules, similar to those found within ArumPro CLEAR Platform, used for the monitoring of a Client’s open positions or orders. Any executed trades appear in the Open Positions window, whereas the Open Orders window displays all details relevant to the Client’s orders. The Client can also modify their positions/orders, add orders and close/cancel any existing positions and orders. Activity Log Space/Section The Activity Log Space/Section is used for record-keeping, and allows for the viewing and monitoring of the Client’s Account Activity – Trade/Order Activity, Cash Activity such as Deposits/Withdrawals, Security operations Fig. 1. - Settings and Filter – These functions are used to filter the history events and activities that are displayed (for example, by date or type of activity) Fig. 2. - Activity History – This is the terminal where the history of the relevant Account’s activity is displayed according to the dates/filters/categories set by the Client Back Office/Reports Function The Back Office Function contains the Client’s personal back-office area, where they can view or download a variety of reports regarding their Account as per their chosen settings. While it’s functionality is almost identical to the Back Office Tab of the ArumPro CLEAR Platform, the ArumPro WEB-based Back Office does not exist as a separate Space/Section, and can be accessed in a separate window by pressing on ‘BackOffice’ - the second button on the toolbar found on the top section of the platform(see diagrams above). Fig. 1. Settings – These Settings and filters allow for the Client to choose the type of report they wish to view, and set the required dates and parameters for the report Fig. 2. Download Center Available reports – the Download Center allows for the download of several types of report in the XLSX format. There are multiple categories of report a Client can select, including Account Statement, Volume Report, Deposit and Withdrawal activity and CFD costs. User’s Manual User Login, Platform Interface and Modifications Upon successfully launching the ArumPro WEB Platform by using their preferred Internet Browser software, the Client will be directed to their Login page, where they must successfully complete the authorization process by entering the correct Login/Username and Password provided by the Company upon opening and verifying their trading account. Once the Client has successfully logged in using their credentials, they will be redirected to the ArumPro WEB Platform’s main page/interface. When using default settings, this will be the Trading Space/section of the platform, where all the necessary tools for the monitoring of prices and placement of Trades and Orders can be found. The left-hand side of this Space/section contains the trading/price monitoring functions themselves – a Quote List, Trade Board and Clear Chart, whereas the right-hand side of this Space/section allows for the monitoring of the Client’s open orders and trades (via the Open Orders/Open Positions window) as well as the state of their account (for example, the Balance, %of Margin Used, open P/L, fees/commissions) and the currency exposure according to the Client’s currently open positions. Modification of the Platform is available via both the ability to edit current/existing Spaces/Sections of the Platform, as well as the ability to either add a new Space or delete an existing one. In order for a Client to be able to modify any existing Space/Section, they must click on the ‘Edit Space’ button on the top toolbar, after which they will be redirected to Edit Mode (see diagram above). In Edit Mode, the top toolbar changes to a Module selection toolbar, whereas the ‘Edit Space’ button changes to ‘Save’ in order to save any changes made. Additionally, Edit Mode adds ‘x’ symbols to the windows of currently existing module, enabling their deletion. Once the Client has switched to Edit Mode, simply clicking on any one of the modules will open the corresponding module window, which can then be dragged/dropped/positioned within the required Space/Section. In the example seen below, you can see how a Trade Ticket module (similar to the ones used in ArumPro CLEAR Platform), which is not available in the Space by default, can be added to the Trading Space/section of the platform. As you can see in the diagram above, simply clicking on the Trade Ticket module causes a new corresponding module window. From here on, the Client can move this window to their preferred location within the Space, resize the existing modules to fit the new one, or delete a module which is not required by pressing on the ‘x’ button in the top-right corner of any module window. The Settings menu is accessible by clicking on the ‘Settings’ button, found above the ‘Edit Space’ button on the toolbar (first from left). This opens the menu in a separate window consisting of three tabs – the General settings, Trade Options and a Workspaces tab which allows to add/modify/delete Spaces/Sections of the Platform. Through the Settings menu, by accessing the Workspaces tab, the Client is able to add, modify or delete current Spaces/sections of the platform. Adding a new Space to the platform is as simple as entering the name of the Space the Client wishes to add and clicking on ‘+ Add new workspace’. Existing Spaces can be renamed by selecting the required Space, changing it’s name in the Name field, then confirming the change by pressing ‘Update workspace name’, whereas any existing or newly added Space can be deleted by pressing the red ‘Delete workspace’ button found next to each corresponding Space. In the example shown in the diagram above, a new ‘Test’ Space has been added to the platform. Upon successfully adding a new Space, the Client will be directed to the newly created Space, which initially will appear empty. The Client must now switch their toolbar into Edit Mode (using the ‘Edit Space’ button found therein), and proceed to add and position any modules they may require within the workspace. In the example above, three modules have been added to the ‘Test’ Space/section created earlier – a Trade Ticket for the instrument traded, a price chart of the corresponding instrument, and an Open Positions window to monitor, modify or close related trades and positions. Trading via the different methods Trading using the Trade Board The Trade Board, found by default within the Trading Space/section of the platform, displays current streaming market prices for any available instruments the Client has selected. The standard layout of ArumPro WEB’s Trade Board is very similar to the ArumPro CLEAR layout and functionally, this Trade Board is just as simple to use. To the right-hand side of any Instrument Symbol, Clients will find a Place Order button (top right corner). Clicking on this button opens the standard ORDER window, where the Client can enter their order’s parameters (volume, type of order, duration, limits/stops). The Client can then place the order instantly by clicking on ‘Place Order’. A confirmation pop-up will then confirm the placement, and the Order will be reflected in the Client’s Open Orders module (see diagram above). The button found on the top-right corner of the module itself prompts a drop-down menu where the Client can add/remove instruments, toggle One-Click trading on or off, or enable the display of Net Position (similar to ArumPro CLEAR Trade Board). Opening a standard Trade/Position via the Trade Board is even simpler. The Client must select the required instrument from the Board, set the trade Volume in the ‘Amt:’ field, then simply click on the corresponding red or blue Buy/Sell buttons, depending on direction of the trade. A confirmation window will pop-up with the details of the Position, asking the Client to confirm the transaction. Once confirmed, the position is opened and will be reflected in the Client’s Open Positions module. In the example seen above, a Sell position of 500k, or 5 standard Lots or EURUSD is opened at current market price. Please note that when One-Click trading is enabled, trades are opened instantly an without the confirmation step. Trading using the Quote List The Quote List module, found by default within the Trading Space/section of the platform, displays current streaming market prices for any available instruments the Client has selected in a more simplified visual format, reflecting the Client’s selected data regarding each instrument (these parameters can be set by clicking on the Drop-down menu in the top-right corner of the module and selecting ‘Columns’). The +Symbols button, found above the quotes, is used by the Client to set which instruments they would like to add or remove from this list. Each selected instrument in the list has Trade and Order buttons, used to place orders and open positions. In order to open a standard Trade/Position at current market price, the Client must click the ‘Trade’ button corresponding to their chosen instrument. Once the Client has entered their preferred trade parameters, they must click on either Buy or Sell, depending on the direction of their trade, then confirm placement of the Trade. One-Click trading can also be toggled on or off by using the dropdown menu. Placement of Orders is just as simple – the Client must click on the ‘Order’ button corresponding to their chosen instrument to open the Order window. Here, the Client can enter their order’s parameters (volume, type of order, duration, limits/stops). The Client can then place the order instantly by clicking on ‘Place Order’. A confirmation pop-up will then confirm the placement, and the Order will be reflected in the Client’s Open Orders module (see diagrams above). Trading using the Trade Ticket The Trade Ticket module adds several functions and analytical tools, such as market depth/liquidity levels (display of different levels of bid and ask prices including the volumes executed/traded at each of these levels) and an instant calculation of the VWAP (Volume-Weighted Average Price) depending on the volume of the trade/order. Additionally, the Client has available the standard tools required to place trades/orders. -The Market Depth allows for the Client to monitor current available liquidity by enabling them to view the different Bid and Ask price levels and the traded volumes relevant to these prices -The VWAP On/Off button allows for the Client to enable or disable instant calculation of the Volume-weighted price Both visually, and functionally, the Trade Tickets found within ArumPro WEB are very similar to the ones found within ArumPro CLEAR. Unlike the ArumPro CLEAR platform, however, the ArumPro WEB does not include the Trade Ticket as a default module within the standard Spaces/sections available. In order to access it, the Client must add this module to their preferred Space/Section of the platform (or, alternatively, create a new one) – please refer to the earlier ‘Modifications’ section of this guide. Placement of Positions/Trades is possible by selecting the required volume for the transaction, then clicking on either Buy or Sell. Placing Orders, on the other hand, is done via the ‘Order’ buttons found directly beneath the Buy and Sell buttons. This opens the default Order window, where the client must enter the parameters of their order (type, duration, levels), then confirm its placement via the ‘Place Order’ button. Monitoring, Modifying, Cancellation and Closing of Trades/Orders Monitoring of a Client’s existing Trades/Positions and Orders is available via the Open Positions and Open Orders modules, respectively. The Open Positions module allows the Client to track any executed positions in real time, and can allow for the viewing of closed positions too, if selected. Data which is displayed regarding each position can be modified by opening the drop-down menu and selecting the necessary Columns, and Clients can also choose between Aggregated and Flat view. Modification and closure of open positions is possible via the four gray buttons found to the left hand side of any open position – a Client is able to instantly close their position, modify/add related order, double their current position, or reverse it (which opens a position of similar size in the opposite direction, in the example above, it would be a SELL position on USDJPY with a corresponding volume of 100k units or 1 Standard Lot). Any orders placed by the Client are displayed and can be monitored via the Open Orders module. A Client can further edit their order to change its parameters, or cancel an order (or all orders simultaneously) they have placed previously by using the corresponding buttons. The ‘Add New’ button also allows the Client to place an entirely new order without the use of other modules. For Account monitoring purposes, the Summary and Currency Exposure modules are available to the Client, both within the Trading and the Accounts Spaces/sections of the platform. Here, the Client can view and monitor real-time data directly related to their Trading Account and current currency exposure arising from any active/open Positions or Orders. Charts and News The Markets Space/section of the Platform allows the Client to access the section’s default modules, which includes a News feed, price Charts and a vast selection of tools to edit/work with the charts. The News feed, shown above in Fig.2, displays to the Clients the latest news headlines and articles in real time. By utilizing the ‘Search’ and ‘Settings’ tab, the Clients are able to set their preferred parameters, settings and add or remove news sources. Alerts can also be added via the Alerts tab. How to use the Price Charts The Charts module/window contains a toolbar on the top part of the window and a terminal which displays the price charts selected by the Client. The toolbar and drop down menus (see below) contain all the necessary functions to allow the Client to work using the charts, such as adding studies/indicators, trend lines and changing the chart type or time frame. By using the toolbar and drop down menus on the Charts window, the Client can find the following functions: Workspaces: allows the Client to create, delete, save or load workspaces. Instruments: allows for the opening of price charts for any available trading instrument. The menu is made up of 4 sub-menus – charts for EUR pairs, for GBP pairs, USD pairs and Other instruments Chart Type: allows to modify and change the type of chart displayed – clients can choose between CandleStick charts, Line Charts, OLHC(Open Low High Close) charts and other types of chart, according to their preference. Time Scale: allows the Client to change the time frame displayed on their selected chart – from 1 minute to 1 month. Additionally, the Tick Chart option is also present, which allows the Client to view all price ticks/changes in real time (see example below) View: allows to edit the view settings of the platform, including the option to hide/show the toolbar. The Volume function is also present here, and allows for the display of volumes traded corresponding to the chosen timeframe (see example below) Edit: allows the Client to add text (annotations) or arrows to their selected chart. The Delete & Delete All functions are also present here, allowing to delete either a specific indicator/line/annotation, or all of them simultaneously. Lines: allows for the addition of Trend Lines, Fibonacci Fans/Retracements/Arcs to the selected price chart. Studies: this menu opens the Studies window, which is the indicator base of the ArumPro CLEAR and WEB platforms. From the menu of indicators on the left hand side, the Client can choose their required indicators while the Parameters section on the right hand side allows to modify the settings and parameters of the chosen indicator. After setting the required parameters (or using the default ones), the indicator can be added to the chart by using the “Add” button. Zoom: Allows to zoom in or out on the chosen price chart Settings: allows the Client to modify the general settings of the charts/studies/lines/language (see below) Window: allows to change the view of the charts terminal, restoration or closing of all charts or printing. How to use the ClearChart Module The ClearChart module, found currently only in the ArumPro WEB platform, can be described as a simpler to use and lighter chart module as opposed to the standard chart software found within both platforms. It includes the most basic functions – a selection of Instruments, Timeframe (which also includes the Tick Chart), type of chart (where clients can select from Candlestick, Line and Bar OHLC chart views) and the ability to display either the Bid or the Offer price. Activity Log, Accounts Space and Client’s Back Office Account Space/section The Accounts Space/section of ArumPro WEB exists for the monitoring of Account and Trade/Order related data and provides a clearer view of the modules also found within the Trading Space/section of the platform. The functionality of this space and its modules, however, is identical. Monitoring Account activity using the Activity Log The Activity Log Space/section of ArumPro WEB allows the Client to monitor the entire history of their Account’s activity. The Client may choose from multiple categories of activities (such as trade/order activity, notifications, cash activities, security) and add preferred settings/ filters / dates so as to display only the data they wish to see (see example below). Unfortunately, this section does not provide the option to download the history reports selected by the Client – however, this is currently possible by clicking on ‘Copy’ from the right click menu and pasting the data to a text file. Back Office section of the Platform The Back Office tab/section of the platform is exactly identical to the Back Office portal within the ArumPro CLEAR platform. However, it is accessed differently - either by clicking on the ‘Back Office’ button on the top toolbar, which prompts the Back Office to open in a new window above the Client’s platform(see above), or by entering into Edit mode, and adding the Back Office module to a Space/Section of the Client’s choosing. Here, the Client will be able to access their personal back office area, where multiple categories of reports are available – Account-related and informative reports such as account activity/details, deposits and withdrawals, statement, trade blotter, volume report, Swap rates, CFD costs. The Download Center can also be accessed here(see diagram above). By selecting the “Download Center” option from the drop-down menu, the Client has the ability to download their preferred reports regarding their trading account – Summary, Account Activity, Open Positions, Trade Blotter – in the XLSX file format. The Account Statement option allows for the download of all four types of report available on one single page. To-Do: expand guide/suggestions ARUM branded screenshots
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