Market-Q Help section

Disclaimer

This video is presented for general educational purposes only.

Desjardins Online Brokerage will not be held responsible for errors or omissions in the presentation and reserves the right to modify and revise the contents of this document at all times and without advance notice. The information in this presentation should not be interpreted as legal, financial, accounting or tax advice.

Desjardins Online Brokerage, its administrators, managers, and employees will not be held responsible for damages, losses or fees resulting from the contents of or use of information contained in this seminar.

In this capsule we will explore the Order defaults feature of Market-Q. This feature allows us to prefigure order panels in order to accelerate the order entry process. We have several options to choose from when creating order defaults. In our first example we will create a default that will automatically have a specific account and quantity prefigured for a given symbol. To access the order default section we must select “Trade” in the upper toolbar, then “Order defaults”. To create a new default, we must select “Define”. We will first select the margin account from the drop-down menu, we will then choose “Buy”. The type of order will be “Market”, and our quantity will be 500 shares. The final step will be to save our default. We do this by clicking on “Defaults” then selecting “Set as default for stocks”. Our order default will now be created and will appear in the list below the “Symbol” heading. The system allows us to edit our defaults at anytime using the “Pencil” icon found to the right of the default. To test our new order default, we will click on Trade then new stock Order. You will notice that the order reflects the defaults we put in place.

For our second example we will create an order default for a specific symbol. This feature may be quite useful for those who systematically trade the same symbol. Again we will start by selecting “Define”, we will now enter “F” for Ford as our symbol. We will select our margin account, and “BUY”. We will choose “Market” and finally 1000 shares as our default quantity. Selecting “Defaults” will prompt us to choose from either, “DEFINE as Default for Ford” or “Override existing defaults for stocks ‘. We will select for Ford only. To test our new default, we will close the default panel. We will open a new watch list. We will enter Ford. We will now click on the “OPEN” column for Ford. We will notice that the order panel is open, reflecting our parameters set for Ford.

The trading defaults feature is also accessible directly inside the order entry panel once your symbol has been entered. Please note, the system will allow one default per given symbol only. For example, you could create a default for APPL using completely different parameters than the ones that were used for Ford. It is also possible to create defaults for option orders. You must simply select the option tab when defining your default. Finally, you may delete your defaults at any time by either clicking on the “x” at the end of the line, or, by clicking “Remove”, then “YES” in the confirmation screen.

For any questions, please contact us at: infodisnat@desjardins.com

Disclaimer

This video is presented for general educational purposes only.

Desjardins Online Brokerage will not be held responsible for errors or omissions in the presentation and reserves the right to modify and revise the contents of this document at all times and without advance notice. The information in this presentation should not be interpreted as legal, financial, accounting or tax advice.

Desjardins Online Brokerage, its administrators, managers, and employees will not be held responsible for damages, losses or fees resulting from the contents of or use of information contained in this seminar.

In this capsule, we will introduce some advanced trading functions. We will learn how to remove the order validation screens, how to trade from the account management panel and how to integrate subsequent orders.

To begin, we will enter an order show the validation screens that exist when placing an order. We will use the “Account manager panel” to place our order. To open the “account manager” window we must y click on the “down arrows” in the main tool bar, scroll down and select “Account Manager”. At the bottom of this page, you will see the following tabs: “Accounts”, ’Positions”, “Orders” and “Executions”. We will select “Positions”. In this tab, we will have a list of all of our positions, for all of our accounts. We will place our order by right clicking on CNR-C and then selecting “Close Position”, you will notice that the order panel opens with the majority of information already completed inside. You will see the account, the symbol, the sell action at “Limit” and the quantity. We will need to enter the price, the expiration date, then “Validate”. A confirmation window then appears and you must click “Submit” to send the order to the market.

If you wish to skip the validation step, you must click “Tools” then “Preferences”. You must then select “Trade settings” and check the box to the left “Skip order Validation”. This will remove the trade confirmation screen for any future trades.

We will now continue down to the next option, “Trade Notifications”. In this panel you will be able to fully configure the notifications for your orders. Here, we can either “Enable” or “Disable” “Windows” and “Sounds as needed. For example, if we click on ‘Enable’ at the top of the page, all of the options are deleted. If we re-click on ‘Enable’, we can add or remove notifications. Let’s take for example ‘Order filled’ we can choose between a ‘Window “or a “Sound” as our notification. If we click on “Sound”, we can select from a list of sounds in the drop-down menu. Once you have made your selections, you must simply click “Apply” and then “OK” to save. This box at the bottom of the page allows you to completely omit all order notifications.

It is possible to set up subsequent orders when holding the same security in multiple accounts. For example, BCE. We are holding BCE in 3 different accounts. To start the subsequent chain, right-click on the symbol BCE in one of the accounts, then select “Close positions”. We must then select “Close all for BCE.” This will launch the first order panel. We must then enter the ”price and ‘expiry date’ before submitting the order. You will notice that as soon as the first order is submitted, the second will automatically appear and is ready to be launched. If you wish to skip a transaction for a certain account, simply click ‘Skip’, and the system will move on to the next order.

It is also possible to use the subsequent order feature to close positions for different securities in different accounts. Let’s use MFC for our example.

Right click on the line for MFC, then select ‘close positions’ then, ‘Close all’. You will then have the order panels prompted for all securities, in all accounts of your portfolio. Again you may either ‘Submit’ or ignore,” an order by clicking, “Skip”.

In Market-Q, it is possible to cancel all open orders by using just two clicks. To do so, we must click on the “Orders” tab in the account manager window, right-click on any one of the existing open orders, click “Cancel orders”, then click, “Cancel all”. By refreshing the screen, you will notice the orders now appear with the status “Cancelled”.

For any questions, please contact us at: infodisnat@desjardins.com

Disclaimer

This video is presented for general educational purposes only.

Desjardins Online Brokerage will not be held responsible for errors or omissions in the presentation and reserves the right to modify and revise the contents of this document at all times and without advance notice. The information in this presentation should not be interpreted as legal, financial, accounting or tax advice.

Desjardins Online Brokerage, its administrators, managers, and employees will not be held responsible for damages, losses or fees resulting from the contents of or use of information contained in this seminar.

In this capsule, we will demonstrate how to place a “stock order” using the Market-Q trading platform. The “Order ticket” panel is accessible in several ways. The first, by selecting “Trade” and then selecting “New stock order”. A list of our accounts will be available in the drop-down menu. By clicking on the icon to the right of the account number we will be able to display both “Cash” and “Buying Power” for each individual account. Before placing your order, please be certain to choose the correct account. To place the order, we must first select a symbol. We will choose AAPL for our example. By clicking on the icon to the right of the name of the symbol, we can have information regarding the bid, ask, day range, volume, last and variation.

In the “Order ticket” panel, we will find a drop-down menu with a list of different options. In our case, we will find both “Buy” and “Sell Short” available.

These options are available due to the fact that we are not currently holding APPL shares in this account. However, if we did hold shares of APPL in the account, we would also have the “Sell” option available. In our example we will select “Buy”.

We must now choose which “Type” of order that we wish to enter. Our options are “Buy at Market”, “Buy at limit” or “Buy on stop” in the drop-down menu. We will choose “limit”.

Please note that we can manually enter in a limit price. We will enter _215___ as the shares are trading around __219___. By clicking on the pencil icon situated next to price, we will be able to quickly modify our limit price using the prefigured increments. If for example, we wish to lower our limit price by $ 1, we need only to select the “ –1.00” icon and the price limit will be adjusted accordingly. We may also select either “Bid” or “Ask” and the price limit will be changed to match those current prices.

In the “Quantity” box, we can manually enter the number of shares we wish to trade. For our example we will enter 50 as the number of shares. We may also select the “Pencil Icon” to quickly add or remove quantities of shares. We will select the “+50 “ icon and we will now notice that our quantity is changed to “100” shares.

In order to the select an expiry date, there are several options available. By default, all orders are day orders. If we wish extend the expiration date of our order, we may also do so by selecting a specific date by clicking in the calendar icon. By clicking on the “60 Days” icon, our order will be changed to the maximum possible expiration date available which is 60 days.

When trading orders US securities as day orders, a checkbox will appear to the left of the “Extended Hours” icon. By checking this box, our order will then be made valid between 8 AM and 5 PM instead of the regular market hours which are between 9:30 AM and 4:00 PM.

The last step in entering our order is to select “Validate Order”. A confirmation screen will then appear, and we will need to click on “Submit Order” to send our order to the market. It is possible to deactivate this order confirmation screen. However, this subject will be addressed in another capsule.

For any questions, please contact us at: infodisnat@desjardins.com

Disclaimer

This video is presented for general educational purposes only.

Desjardins Online Brokerage will not be held responsible for errors or omissions in the presentation and reserves the right to modify and revise the contents of this document at all times and without advance notice. The information in this presentation should not be interpreted as legal, financial, accounting or tax advice.

Desjardins Online Brokerage, its administrators, managers, and employees will not be held responsible for damages, losses or fees resulting from the contents of or use of information contained in this seminar.

In this capsule, we will introduce the main features of the “Watchlist” panel in Market-Q. We will be working in the “Default workspace”. Be aware that these workspaces are fully customizable. We will now open a new page by clicking on the “Plus” Icon. To open a “Watch list ” you can either click directly on the tab in the center of the page or, drag it from the main menu bar as seen here . We will now create a new “Symbol list”. In order to save the list, we must click on the gear icon found here. We must then select “Save symbol list as”. We will now name the list “Disnat”. and then click on “OK”. The list now appears with the given name. If we click on our new list, we will open a series of preconfigured list created by Market-Q. For example, by selecting Nasdaq 100, will have the entire list of symbols that make up that Index. You may create as many lists as you wish.

Let’s go back to our new list called “Disnat”.

We will now show you how to edit and save both your columns and headings in a given watchlist. There are two ways to access this feature. The first, right click on your mouse, and then select “Heading”, you will have the list of headings offered by Market-Q and, those that you have customized. Those located in the top portion are those preconfigured by Market-Q. The ones in the bottom section are those that were created by the user. For example, the “Stock dividend” heading, you will notice that the columns have changed. Let’s take another example “Stock”, again you will notice again that they have changed. We will now create a new “Heading” by using the second method. To access this method, we will click on the name of the heading and then we must select “Customize”. As we scroll through the columns of unused fields, we notice a long list of fields that can be integrated into our symbol lists. For our example, we will add a new column for both “bid size” and “ask size”.

Simply locate them in the drop-down menu, then click “Add”. If you wish to change the layout of the columns, you may also do so by selecting the item in “Selected fields” and then click on either “Move up” or “Move down”. We will demonstrate this by moving our new columns “Bid size” and “Ask size” to bring them closer to their respective prices.

We may also delete any unwanted columns by simply selecting them and then clicking on “Delete”. Once we have added, removed and organized the heading elements, we can save these changes by first clicking on the “gear” icon, “Save as” and then” New Heading”. We will name this new configuration “Test”.

We will click on “Ok” to finalize. You can also change the layout of columns by simply moving them directly inside the “Watch List” window. Just click on the name of the column, hold down the mouse button and then drag the column to the desire location. To keep these new changes, we must save them in Market-Q. To do this, we will click on “File” then select “Save workspace”.

For any questions, please contact us at: infodisnat@desjardins.com