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System Overview Part 2 (D)

SECTION 2: SYSTEM OVERVIEW Part 2 (D)

SETTINGS

All  the  user-side  system  settings,  such  as  the  look,  reply  formats  and  the change password function can be found under Settings in the menu bar.

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CixTrader_Figure44_SettingsMenu

Figure 44 - Settings Menu

Users can open the Preferences menu by clicking Settings > Preferences from the menu bar.

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GENERAL CONFIGURATION

Users can access the General settings panel by clicking on the General tab.

CixTrader_Figure45_Preferences

Figure 45 - Preferences - General Settings

The options include:

  1. Toolbar: to show or hide the Toolbar on the main window.
  2. Account Summary Bar: to show or hide the Account Summary Bar on the main window.

In order to make the changes to the general configuration, users must click the “Save” button.

The general configuration can also be reset to the default configuration by clicking the “Restore Defaults” button.

ADVANCED QUOTE CONFIGURATION

Users can access the Advanced Quote settings panel by clicking on the Advanced Quote tab.

CixTrader_Figure46_Preferences_AdvancedQuoteSettings

Figure 46 - Preferences - Advanced Quote Settings

The options include:

  1. Confirm Setting: choose to show or not to show the Confirm Box when making an order on the Advanced Quote panel.
  2. Reply Dialogue Setting: choose to show or not to show a Reply Dialogue when making an order on the Advanced Quote panel.
  3. Font: choose  the  font,  font  style  and  font  size  of  the  text  displayed  in  the Advanced Quote panel.

In order to make the changes to the advanced quote configuration, users must click the “Save” button.

The advanced quote configuration can also be reset to the default configuration by clicking the “Restore Defaults” button.

ORDER ENTRY CONFIGURATION

Users can access the Order Entry settings panel by clicking the on the Order Entry tab.

CixTrader_Figure47_Preferences_OrderEntrySettings

Figure 47 - Preferences - Order Entry Settings

The options include:

  1. Lot Size: set a default Lot Size for making orders.
  2. Order Type: select the pre-set Order Type of limit orders.
  3. Confirm Setting: choose to show or not to show the Confirm Box when making an order:

–    Choosing “Show  Confirmation Box”  to  pop  up  a  confirmation box  for  all actions performed on the Streamline system.

–    Choosing “Don‟t  show  Confirmation Box”  to  disable   confirmation on  any action performed on the Streamline system.

  1. Reply Dialog Setting: choose to show or not to show a Reply Dialogue when making an order:

–    Choosing “Show all reply” to display all system  reply  messages.

–    Choosing  “Don‟t   show   successful  reply”  to   only   display  system   reply messages for unsuccessful orders.

–    Choosing “Don‟t show  all reply” to disable  all system  reply  messages.

In order to make the changes to the order entry configuration, users must click the “Save” button.

The order entry configuration can also be reset to the default configuration by clicking the

“Restore Defaults” button.

CHART CONFIGURATION

Users can access the Chart settings panel by clicking on the Chart tab.

CixTrader_Figure48_Preferences_ChartSettings

Figure 48- Preferences - Chart Settings

The options include:

Look and Feel: choose the colour theme of the chart:

–    Dark: Black background & white text.

–    Light: White background & black text.

–    Customize Color: Users can select the color of the background, text, axes, etc.

  1. Menu Mode: choose to show and not to show the menu bar on the chart panel.

–    Mode 1: Show the menu bar.

–    Mode 2: Hide the menu bar.

  1. Show: choose  whether  to  show  or  not  to  show  the  Toolbar/Outstanding

Order/Limit Open/Limit Settle on the chart panel.

In order to make the changes to the chart configuration, users must click the “Save” button.

The chart configuration can also be reset to the default configuration by clicking the “Restore

Defaults” button.

QUOTE CONFIGURATION

Users can access the Quote settings panel by clicking on the Quote tab.

CixTrader_Figure49_Preferences_QuoteSettings

Figure 49 - Preferences - Quote Settings

Users can specify the information that is displayed on the Quote panel, allowing the Quote panel to be configured according to users‟ preferences. The options include:

  1. Product: users  can  check  the  boxes  of  the  products  that  they  prefer  to  be displayed. The products are separated into 3 types: Index, Commodity & Spot, and  there  is an extra  option, “Custom” for users  to choose  a combination of the different types of products.

Users can click on “Select All” to select all the products, or click “Select None” to clear the selection.

  1. Column: users can check the boxes of the information columns that they would prefer to be displayed.

Users can click on “Select All” to select all the products, or click “Select None” to clear the selection.

  1. Font: choose the font, font style and font size of the text displayed in the Quote panel.

In order to make the changes to the quote configuration, users must click the “Save” button.

The quote configuration can also be reset to the default configuration by clicking the “Restore Defaults” button.

ALTERNATIVELY

Click on the tab that requires changing, then right-click the mouse anywhere on the Quote panel to bring up another quote configuration menu.

CixTrader_Figure50_RightClickOptiomsForQuotePanel

Figure 50 - Right Click Options for Quote Panel

The options include:

  1. Product Config : select the products to be shown in the Quote panel.
  2. Config: brings up the Confirm and Reply Dialogue settings (see section 2.17.2).
  3. Font: choose the font, font style and font size of the text displayed in the Quote panel.

NEWS CONFIGURATION

Users can access the news settings panel by clicking on the News tab.

CixTrader_Figure51_RightClickOptionsForQuotePanel

Figure 51 - Preferences - News Settings

Users  can  choose  the  font,  font  style  and  font  size  of  the  text  for  the  following languages:

  1. English
  2. Traditional Chinese (繁體中文)
  3. Simplified Chinese (简体中文)

In order to make the changes to the news configuration, users must click the “Save” button.

The news configuration can also be reset to the default configuration by clicking the “Restore Defaults” button.

LOOK AND FEEL

CixTrader_Figure52_LookAndFeel

Figure 52 - Look and Feel

LAYOUT

Users can access the layout management menu by clicking Settings > Layout from the menu bar.

Cix_Trader_Cix1

Figure 52.1 - Layout Options

The options include:

  1. Load Layout: load a previously saved layout.
  2. Recent Layout: select from a list of recently saved layouts.
  3. Save Layout: save the current layout.
  4. Save Layout As: save the current layout under a specified file name.
  5. Save Layout On Exit: auto save the layout on exit.

Note: Both “Load Layout” and “Save Layout” operates on the same default file, so if users would like to save more than one preferred layout settings, users should use the “Save Layout As” function.

ALTERNATIVELY

Users can set the layout of the system by clicking the Default Layout button in the Toolbar.

CixTrader_Figure53_Pre-SetLayouts

Figure 53 - Pre-set layouts

After clicking the Default Layout button, users will be presenting with 3 layout choices:

  1. 3 x 2 (top and bottom): clicking this button will arrange the layout into 2 rows; with the Quote, Chart and Closed Position panels in the top row, and the Open Positions and News Panel in the bottom row.
  2. 3 x 2 (left and right): clicking this button will arrange the layout into 2 columns; with the Quote, Open Positions and Closed Positions panels in the left hand column, and the Chart and News panels in the right hand column.
  3. 2 x 2: clicking this button will arrange the layout into a 2 by 2 square; with the Quote panel in the top-left, the Open Positions panel in the top-right, the Chart panel in the bottom-left and the News panel in the bottom-right.

Other than just adding panels to the workspace, the panels can be organised in other ways too:

  1. The panels can be resized by clicking and holding the left mouse button on the edge of the panel and dragging to resize the panel.
  2. The panel can be maximised to fill the whole workspace by double-clicking on the named tab of the panel.
  3. The panels can also be organised into tabbed panels by grouping multiple panels together. This can be done by clicking and holding the left mouse button on the named tab of a panel and then dragging the chosen panel on top of the tab of another panel.

Example: Dragging the Quote panel onto the Open Positions panel to group them together as a tabbed panel.

CixTrader_Figure54_DraggingTheQuotePanel

Figure 54 - Dragging the Quote Panel

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CixTrader_Figure55_PlacingTheQuotePanelOnTopOfTheOpenPositionsTab

Figure 55 - Placing the Quote panel on top of the Open Positions tab

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When the panel is dragged on top of a tab from a different panel, the blue box representing the panel will snap to the size of the new panel.

CixTrader_Figure56_QuoteAndOpenPositionsTab

Figure 56 - Quote and Open Positions panels grouped together

The two panels are now grouped together as one, where users can access them through the tabs at the top of the panel.

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CixTrader_Figure57_SelectingChangePasswordFromTheSettingsMenu

When the panel is dragged on top of a tab from a different panel, the blue box representing the panel will snap to the size of the new panel.

Figure 57 - Selecting Change Password from the Settings Menu

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CixTrader_Figure58_ChangePassword

Figure 58 - Change Password

*Please refer to section 10 for further details.

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