Learn how to set up your workspace on the SaxoTrader trading platform, customise views, change settings and manage Forex, stocks, CFDs and other trading instruments.

Transcript:

Welcome to the introduction video for our trading platform. These episodes will introduce you to the trading platform providing an explanation of all its features.

In this episode we will be looking into how you can:

• Set up your workspace
• Add and remove views
• Manage Instruments

1 Setting up the workspace
The workspace is made up of several modules, each serving a different purpose.

Here you see an example of a layout in the platform, featuring some of the more important modules.

• In the Prices and Trade module you can view the prices of your favorite instruments as well as trade them with 1-click.
• This is also easily turned into a price list.
• In the open positions module you can see your current positions
• Your margin info
• Chat and chart

The modules can be organized and arranged to suit your preferences.
To close a module click the ‘x’ in the top right of the module.
To resize it click and drag the horizontal or vertical bar surrounding it.

The modules available can be found in the drop down menus in the top of the screen.

Try adding the News module. Here you will be able to view the latest news related to your trading.
For more news sources, please visit the subscriptions price list.

Most modules can also assume the state of a panel if you wish to move it elsewhere. You simply right click the module’s heading and select the “Panel” option.

Modules are easy to dock – just try dragging it and drop it over one of the highlighted docking indicators.

Furthermore, you can also completely detach a module from the platform. This is very useful for multiple display setups.

In panel mode, simply right click the header and deselect ‘Minimize with platform’.

To save your workspace, click File and Save.

Remember, you can both save and load workspaces and alternatively always revert to a default workspace by clicking File, New and ‘Workspace’.


2 Adding and Removing Views
The trading platform features multiple views which can be accessed through the tabs in the top section of the platform.

• You can Add tabs by right clicking next to the row of tabs and selecting ‘Add View’
• You can Rename tabs by Right clicking the tab and selecting ‘View Properties’
• You can Remove tabs by right clicking the tab and selecting ‘Delete View’

By using this method the platform can be customized to suit your personal preference.

3 Managing Instruments
A central element of the platform is the Prices and Trade module, which is available from the Tools menu.
From here you will be able to view and trade your preferred instruments.

You can add instruments either by typing part of the instrument name into the ‘Add Instrument’ field, and then selecting it from the drop down.

Alternatively you can open the instrument explorer for a more thorough overview of the instruments available.

From here you can add instruments individually, CTRL clicking to select multiple instruments or simply dragging an entire category onto the prices and trade module.

To remove an instrument from the list, simply right click it and select Delete.

For one click trading, the pricelist also features a Tradeboard mode, which is easily switched between.

This concludes this session. (Exit text)