How to Use the Trading Module?
You can open the Trading Module by clicking the "Trading" button at the top of the KGI Crusoe platform, located between the Alerts and Search buttons.
Published
Topic
Orders & Positions
The Trading Module is a standalone pop-out feature that lets you quickly place trades on any selected instrument after choosing an order type and configuring trade settings, much like the Order Ticket module.
You can open the Trading Module by clicking the "Trading" button at the top of the KGI Crusoe platform, located between the Alerts and Search buttons. It will also appear after clicking the Buy or Sell buttons within the Quote Info module.
Table of Contents
Simple Trading View
Advanced Trading View
Simple Trading View
The Trading Module offers two view types: Simple and Advanced. By default, the Simple view is displayed when you open the Trading Module pop-up.
The following features appear in the Simple view of the Trading Module:
Field | Description |
|---|---|
Level I Market Data | Displays the live Last Price, Ask Price, and Bid Price for your selected instrument. |
Instrument Selector | Search for and select any specific instrument by keyword or symbol. Read more here: Instrument Selector |
Buy/Sell Buttons | Determines whether the next order you submit is a Buy or Sell order. |
Quantity | Determines the total order quantity. Select a quantity from the dropdown or enter any specific quantity using your keyboard. |
(Limit) Price | Select the specific Limit price for the order to be submitted at. |
Stop Price | Select the specific Stop price for the order to be submitted at. |
Order Type | Select the specific order type to be submitted. Available order types include:
Learn more about order types here: Order Types |
TIF | Determines the Time In Force (TIF) for the order. Also known as Order Flags. |
Release | Disabled by default. When enabled, select the specific time your order will be submitted to the exchange after being submitted. The order remains in a Suspended state until submitted. |
Once you've configured your order and set the submission price, click the Send button to submit it to your connected account. To undo any custom changes and start fresh, click the Reset button.
Advanced Trading View
Clicking the Advanced button at the top of the Trading Module opens an additional section where you can configure ATM and OCO orders, along with all the standard functionalities available in Simple view.
Once you've configured your ATM or one-time OCO strategy, it will be submitted together with any order you place from the Simple side of the Trading Module by clicking the Send button.
For an overview of how to configure ATM Strategies, please visit this page: ATM Strategies
For an overview of how to configure manual OCO order pairs, please visit this page: One-Time OCO Orders
