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CB Trading Quick Tips

The document provides a comprehensive guide for using the International Share Trading (CB Trading) platform, highlighting its user-friendly web-based interface and cross-device compatibility. It covers essential features such as account management, instrument search, watchlists, trade placements, and various order types. Additionally, it includes a disclaimer about investment risks and the importance of consulting financial advisers.

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0% found this document useful (0 votes)
22 views7 pages

CB Trading Quick Tips

The document provides a comprehensive guide for using the International Share Trading (CB Trading) platform, highlighting its user-friendly web-based interface and cross-device compatibility. It covers essential features such as account management, instrument search, watchlists, trade placements, and various order types. Additionally, it includes a disclaimer about investment risks and the importance of consulting financial advisers.

Uploaded by

wasim
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CB Trading

Quick Tips
International Share Trading (CB Trading)
Quick tips start guide

Welcome to International Share Trading (CB Trading). Here are some quick tips to help you get started.

Fast and Simple


Designed to be fast and as easy-to-use as possible, the platform is a web-based platform that can be
used from any HTML5-compatible web browser, from any device.

Excellent cross-device experience

International Share Trading offers excellent cross-device experience between desktops, tablets and
Smart Phones with the user-experience very closely aligned and your watchlists and preferences follow
you between devices.

Trading on the desktop


Account services
Instrument search

Watchlist Information Panel


for monitoring today’s price movements, a simple chart and
instrument prices. News for the selected instrument.

Account Toolbar Position and Order Management


your available balance where you manage you open trade positions
and margin. and orders.
Searching for new instruments

Click the product icon on a search


result to open a menu of actions.

Click the product icon on a result to Trade, add the Watchlist, open in the chart or add a price alert.

The Watchlist
The Watchlist is where you monitor instruments you are interested in.

Watchlist Selector
The Watchlist Selector allows you to access your own watchlists and access predefined watchlists for
instruments you enabled on your platform during startup.
Watchlist Selector
quickly select a customized or
standard Watchlists.
Edit Watchlist
add new instruments and customize
the current Watchlist
My Watchlists
your own customized Watchlist

New Watchlist
create a new (empty) Watchlist

Standard Watchlist
select pre-defined Watchlists for an
exchange or region

Custom Watchlists
You can make a copy of a predefined Watchlist and edit it and select Copy to my Watchlists
Or start with an empty list by selecting New List from the Watchlist Selector.

Editing a Watchlist
Select Edit to start editing a Watchlist.
Add new instruments to use the ADD INSTRUMENT button and searching for instruments:

Add new instruments

Drag to rearrange instruments

Remove instruments

Move instruments up or down in the list by dragging the row.


Delete instruments from the list by clicking the Delete (X) icon.
Watchlist List Mode
When in Edit, click LAYOUT to change the Watchlist type and the columns:

Single row list (Desktop only)


Single Row mode allows you to show most instruments.

Edit > Layout > Single Row


show instruments on one line

Double row list


Double Row allows more information to be displayed for instruments in a limited screen area.

Edit > Layout > Double Row


show instruments on two lines

Selecting Columns
When in Edit, click LAYOUT to change the columns shown in the Watchlist:

Columns shown
highlighted columns will be shown in you
Watchlist.

Columns not shown


columns that cannot be shown in the
available width.
To add columns
Drag into Columns from Columns
available into Columns shown.
To remove columns
Drag columns from Columns shown into
Available columns.

The Columns shown, shows the columns currently included in the Watchlist. The highlighted columns
are the columns currently visible in the width the Watchlist has available. To add a column to the
Columns Shown, drag it into the required position in the list.

Placing Trades and Orders


Trade from the Watchlist
You can trade instruments from the Watchlist by clicking the button on the price field to open the Trade
Ticket:
Trade from your watchlist
Click the price buttons to open
the Trade Ticket.
Trade from the Overview panel
Trade selected instrument from
Overview panel
Select an instrument from the
Search, Watchlist, Positions or
Orders and click Trade.

You can also open the Trade Ticket by searching and selecting instruments to open them in the
Overview and clicking the Trade button in the header bar.
Placing a Stock Trade Order
To place a stock trade order, select the order type from the Trade/Order selector.
Instrument price
Shows the current and today’s
high/low price.
Order type
Select order type from Trade/
Order drop-down.

Add Stop loss / Take profit


Click link to add a Stop loss and/
or a Take profit order to you trade
order.
Please Buy or Sell order
Click Buy or Sell to place the buy
or sell order.

To add related orders to your order or trade, click the Add related orders link:

Add Limit order


Select Limit to add a related limit
take profit order to your trade.

Add Stop order


Select a Stop type to add a
related limit stop loss order to
your trade.

Apply order to your trade

Trade and order confirmations


All trades and orders will be confirmed quickly after being placed.

Trades / Order confirmed


All Trades and order are
confirmed quickly after being
placed order to your trade.

Managing Trade Positions


The Position Management panel allows you to keep your open positions in focus and manage your trades.
Open trade positions Manage Stop and Limits
manage your open trade add, remove or edit stop
positions. or limits on positions.
Close Position Full position details
From the Close column
Real-time profit or loss

Managing Open Orders


The Order Management pane allows you to monitor and manage your open trade orders.
Account Toolbar
The Account Toolbar shows you your Account Balance available for making new cash trades your total
Account Value and the Margin available for opening new Margin positions.

Market Overview
The Market Overview panel gives an overview of price information, charts and news for instruments
selected from the:
• Search field
• Watchlist
• Positions list
• Orders list
The Market Overview shows:
• the price action, including Last Traded, Bid / Ask, Today’s low and high, the market status and the Bid
and Ask size (for stocks)
• a Chart of the price for the selected time range from 1 day to 5 years
• any News stories
• a Company Snapshot giving fundamentals the company fundamentals
Add Price Alert
Open Trade Ticket
Add to Watchlist
Price Bar
Chart range selection

Overview Chart

Company Fundamentals (stocks)

Company News

Charts
The Chart allows you to have up to 4 charts for the selected instrument with different chart types, time
periods and studies. Full screen/
restore
Add/remove
charts
Trade in charts

Techical studies
Drawing tools

Link/unlink to
Watchlist
Select time period
Chart type:
Candelstick,
Line...
Account Services
Account services are from the Account tab at the top of the platform and include:
• Account overview
• Account Performance
• Cash management – transferring funds to and from your account
• Subscriptions management – managing subscriptions to live exchange prices, news services and
Equity Research
• Instrument trading conditions
• Reports – statements, Trades executed dividend payments, etc.
• Activity Log

Trader on Tablets
Portrait
Overview and Charts
Portrait
Watchlists, Positions, Orders and Price Alerts

Landscape
All modules

Trader on Smart Phones


All modules are accessed from the menu

Menu
Modules are
accessible through
the menu
Landscape
offers a better orientation
for the chart
Stocks Order Types

Quick Trade The Quick-trade mode supports 2 different types of orders, if the user has a realtime price
subscription. Market Orders (Duration: Day Order) and Limit Orders (Duration: Day Order).
Market Order Orders to buy or sell a specified instrument as soon as possible at the price obtainable in
the market.
BUY: When placing a Market order to buy, the order is filled immediately (when the market
is open), at the best available price for the specified amount.
SELL: When placing a Market order to Sell, the order is filled immediately (when the market
is open), at the best available price for the specified amount.
Limit Order Limit orders are commonly used to enter a market and to take profit at predefined levels.
When a limit order is triggered, it is filled as soon as possible at the price obtainable on the
market. Note that the price at which your order is filled may differ from the price you set for
the order if the opening price of the market is better than your limit price.
BUY: When Limit orders to buy are placed below the current market price (passive order)
it will be executed when the market reach the price level specified. If the order is placed
above the current market price (aggressive order), the order is filled instantly at the best
available price below or at the limit price.
SELL: When Limit orders to sell are placed above the current market price (passive order)
it will be executed when the market reach the price level specified. If the order is placed
below the current market price (aggressive order), the order is filled instantly at the best
available price above or at the limit price.
Stop Order Stop orders are commonly used to exit positions and to protect against trading losses.
It’s a resting order, which will convert into a market order, once the order price has been
reached.
BUY: Stop orders to buy are placed above the current market level and are executed when
the market reaches the price level specified.
SELL: Stop orders to sell are placed below the current market level and are executed when
the market reaches the price level specified.
Stop Limit Order A Stop Limit order will be executed at a specified price (or better) after your specified Stop
Price has been reached. Once the Stop Price is reached, the Stop Limit order becomes a
Limit order to buy (or sell) at the Limit Price or better. A resting order, which will convert
into a limit order with a separately defined limit, once the order price has been reached.
Trailing Stop Order A Trailing Stop Order is a stop order that has a trigger price that changes. As the market
rises (for long positions) the stop price rises according to the proportion set by the user,
but if the price falls, the stop price remains unchanged. This type of stop order helps an
investor to set a limit on the maximum possible loss without limiting the possible gain
on a position. It also reduces the need to constantly monitor the market prices of open
positions. A resting order, where the order price is set at an initial level and a firm distance
to market, which will allow the order price to move along with market movements opposite
to the order direction, and which will convert into a market order, once the order price has
been reached.
Related Several types of related orders are available. An “If Done” order consists of two orders: A
(Contingent) order primary order that will be executed as soon as market conditions allow it, and a secondary
order that will be activated only if the first one is executed. An “One Cancels the Other
(O.C.O.)” order consists of two orders. If either of the orders is executed, the related order
is automatically cancelled. -3way contingent orders are where 2 orders are placed if a
primary (If Done) order is executed. These orders are themselves related as O.C.O.

Disclaimer:
Past performance of Investment Products is no guarantee of current or future performance. If you do not understand
the contents of the Prospectus or other associated documents, you shall consult an authorized financial adviser and/
or seek independent and specialist legal advice. The ownership of any investment decision(s) shall exclusively vest
with the investor after analyzing all possible risk factors and is executed based on independent discretion. The capital
of an investment in a wealth management product is not guaranteed and there is a risk that any investor may lose
some or all of their capital investment. The value of your investment may fluctuate depending on a number of factors
including but not limited to, market risks, foreign exchange risks and counterparty risks. This investment is not a bank
deposit and is subject to many risks, including possible loss of all the principal amount invested.

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