xtend overview: getting started

Transcription

QuickStart Guide
XTEND OVERVIEW: GETTING STARTED
Xtend is an all-in-one nerve center for the
sophisticated trader, and you can customize the
platform layout and functionality to what best
suits your trading style.
• Select the tools and views that give
you the most control and help you
to trade at the speed you want.
From streaming quotes and one-click trading to
innovative features like Drag-and-Drop Symbols,
detailed trade views, and Ladder Trading, Xtend
is an easy-to-use trading software for today’s fast
-moving markets.
• Create shortcuts to the tools and resources you use most.
• Set up one-click access for strategy
trading, Watch List trading, Ladder
trading and more.
• Choose colors, layouts, and features
to create your personalized trading
environment.
*Streaming quotes are only provided to non-professional customers who accept the exchange streaming quote agreement. Customer must qualify as a
non-professional subscriber in accordance with NASDAQ, NYSE and OPRA regulations.
www.optionsXpress.com/XtendWelcome
(888) 280-8020
Questions? support@optionsXpress.com
Feedback? wishlist@optionsXpress.com
QuickStart Guide
POSITIONS
View your current position(s).
• Expand the module for additional quote details.
• Select from Gallery, Analysis and Strategy Views for different
data representation and analysis tools.
• To exit a position simply drag-and-drop the symbol from
Positions to Trade Ticket, right-click or add the Action column
to select from more exit options.
ACCOUNT BALANCES
View your account totals, purchase requirements and
buying power.
• Expand the module to view additional data and drill
into futures and options requirements.
(888) 280-8020
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QuickStart Guide
ORDER STATUS
Track open, filled, and canceled orders.
• Displays Order ID, Symbol, Quantity
and Status of your order.
• Determine create and fill time.
• Modify and cancel orders.
ACCOUNT OVERVIEW
Track buying power, make profile
adjustments and manage your account.
• Displays account value, current Position
Value and Buying Power.
(888) 280-8020
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QuickStart Guide
$ TRANFSER FUNDS
Submit funding requests, check the status
of requests in progress, and manage
funds from the Money Manager.
Select from three options:
• Bank Wire
• Electronic Deposit
• Account Transfer
WATCH LISTS
Create and track a list of symbols you define.
• Select a Watch List from the menu.
• View the symbol, last traded price, and
day’s price change.
• Maximize for more detailed information
on the symbols.
• View them by most active or in a
gallery format.
• Click on Bid or Ask to place an order.
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QuickStart Guide
CHAINS
See options and futures chains with
latest data and quick access to place
your trades.
• Enter symbol, strategy and select
a month to view.
• Shaded options are In-the-Money.
• Click Bid/Ask to open up a Trade Ticket.
• Expand the module to view multiple
chains and additional actions.
• Click Bid or Ask to place an order.
QUOTE DETAILS
View detailed quote information on a specific symbol.
In expanded mode, multiple views are available including:
• Regional BBO
• Time & Sales
• Mini Chart
• Fundamentals
• Analyst Recommendation
• Valuation
• Earnings Information
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QuickStart Guide
COMMUNITY & MESSAGES*
Stay on top of your account by checking
OX mail from inside Xtend and connect
with like-minded investors and traders
from Xtend Community.
• Chat and share in multiple chat rooms.
• Share thoughts, strategies and news
with other Xtend users.
• Review, sort and export messages
and alerts.
TRADE TICKET
Set up Trade Ticket, view quote details,
and place your order.
• Enter a symbol into the search box
(or simply drag-and-drop).
• Select a product and enter order type.
• View additional quote information.
• Place your order or clear and start fresh.
*optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for
educational and informational purposes only.
(888) 280-8020
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QuickStart Guide
TRADE VIEW
Display an entire Watch List in a matrix
view and quickly access new orders.
• Create and manage lists.
• View symbols in Trade View with quote
information, positions data, trade
quantity, and action buttons.
• Click the Buy or Sell buttons to display
a pre-populated Trade Ticket.
LADDER
Quickly and easily place orders for stocks,
options, and futures from a ladder grid.
• Adjust and specify trade details.
• Quickly enter market orders with
Buy and Sell @ Market buttons.
• Expand for additional views including
NBBO, Time & Sales, and Open and
Filled Orders.
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QuickStart Guide
BASKETS
Save and submit baskets of orders.
• Use the tabs to create multiple baskets.
• Manage your baskets with Save,
Change, and Place Order buttons.
EXIT POSITION
Displays your positions across the bottom
part of the Xtend screen.
• Click one of the displayed positions to
quickly populate a Trade Ticket with an
exit order for that position.
• Green Positions = gained value
• Red Positions = lost value
• Blue Positions = no value change
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QuickStart Guide
SETTINGS
Adjust settings and preferences for General,
Themes, Defaults and Alerts.
• Customize columns and symbols in
individual modules.
• Change layouts, colors and themes.
• Create new profiles and set default views.
• Set and store alerts.
TRADE CALCULATOR*
Calculate trade cost, view a Profit & Loss chart
and examine probability for up to 8 legs.
• Enter trade information.
• Adjust price information.
• See cost requirements.
*The projections or other information generated by the Trade Calculator regarding the likelihood of various investment outcomes are hypothetical in nature,
do not reflect actual investment results and are not guarantees of future results. The above calculations do not take into consideration all costs, such as
commissions and margin interest which may impact the results shown. Data is based on current market data; results may vary with each use and over time.
Interpretation and use of the data or analysis is at the user’s own risk. OptionsXpress is not responsible for any losses that occur from such investments. The
above content is provided by optionsXpress, Inc. for educational and informational purposes only. OptionsXpress makes no investment recommendations
and does not provide financial, tax or legal advice. Any stock or options symbol displayed are for illustrative purposes only and are not intended to portray a
recommendation to buy or sell a particular security.
(888) 280-8020
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QuickStart Guide
DRAGON*
Offers a quick and easy way to screen for stocks and options with
default criteria such as “High Option Volume”, “High Historic
Volatility”, and more.
• Click Bid or Ask to display a Trade Ticket with the respective
symbol and to place an order.
• Click on the symbol and view detailed quote information.
TRADING PATTERNS
See what other symbols people have
traded based on a symbol you enter.
• Enter a trade symbol to see
relationships to other symbols traded.
• Click any symbol in the cluster to view
its relationship to other symbols.
• Click Bid or Ask in the main search
module to place an order.
*optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for
educational and informational purposes only.
(888) 280-8020
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QuickStart Guide
HTML BROWSER
Browse the World Wide Web
through the Xtend interface.
RSS
View headlines from various RSS feeds
and online resources.
• Add custom RSS entries to receive the
latest news from your favorite sources.
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QuickStart Guide
NEWS
View general financial news or headlines related to a specific symbol.
• Select Symbol from the drop down and enter a specific symbol,
or select Headlines for general news.
• Click a headline to read the full story.
• Click Refresh to get the latest data.
ACCOUNT ACTIVITY
Review account activity.
• Select from multiple views.
• Filter by activity types and activity
date ranges.
• Export data to your local machine
in various formats (including Excel).
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QuickStart Guide
SPREAD BOOK
Create, build and price
custom spread orders.
TICKER TAPE
Displays gainers, losers, and most actives
for major indices.
• Ticker Tape will display in narrow band
across the bottom of Xtend.
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QuickStart Guide
CHARTS (BETA)
Displays a static financial chart for the
symbol you select.
• May be adjusted to reflect various
time frames.
STREAMING CHARTS
Displays a streaming interactive chart
for the symbol you select.
• Streaming Charts contain a multitude
of studies and drawing tools.
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QuickStart Guide
QUESTIONS?
SUPPORT@OPTIONSXPRESS.COM
FEEDBACK?
WISHLIST@OPTIONSXPRESS.COM
LIVE HELP
Available from the Help Center, activate OX Live Help
to chat live with Customer Service representatives.
VIRTUAL TRADE*
From the login screen, select Virtual Trading to access all
the most important tools and features to test new strategies
and learn more about the Xtend platform from your own
custom desktop.
*Virtual Trading is an educational tool. Significant differences exist between real trading and virtual trading. Virtual Trade is a service of optionsXpress,
Inc. Nothing in this service is intended to be an investment recommendation, financial, tax or legal advice. Virtual Trade is provided without warranties
or representations as to this service or to the market data represented herein, and is provided for informational and educational purposes only. All
transactions, positions and other information provided through the Virtual Trade service are purely hypothetical, fictitious, non-binding, and may be
withdrawn or discontinued without notice.
Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, volume and
other factors. An investor should understand these and additional risks before trading. Options and Futures involve substantial risk and are not suitable
for all investors. Please read “Characteristics and Risks of Standardized Options” and “Risk Disclosure Statement for Futures and Options” which is
available on our website or by calling 1.888.280.8020 or 1.312.629.5455.
Any stock, options, or futures symbols displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a
particular security. optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools
are provided for educational and informational purposes only. Products and services intended for U.S. customers and may not be available or offered in
other jurisdictions.
optionsXpress, Inc. (Member SIPC) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles
Schwab Corporation. © 2012 optionsXpress, Inc. All rights reserved. Member FINRA, SIPC, AMEX, NOM, CBOE, ISE, ArcaEX, PHLX and NFA.
(888) 280-8020
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xtend overview: getting started

Transcription

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