Viewing trading conditions on the platform

The platform enables users to access trading conditions for their own accounts and all accounts they can view as logged-in users. This guide explores the methods for viewing trading conditions.

Viewing Trading Conditions for a single account

The feature below provides a comprehensive view of trading conditions for multiple instruments on one screen for a selected account.

• Navigate to the client tree (1) and choose the Accounts tab (2), followed by the Trading Conditions (3). The default view displays conditions on exchanges, but you can switch to the product view by clicking the tab (4) shown below.

Landing Page and Filtering Options

Upon entering the section shown above, you’ll see trading conditions for the default account and product type Stocks, given your account supports Stocks.

• Use the dropdown menus at the top of the grid to change both account and product types.

• Apply filters to narrow down your search. For example, use the Exchange filter to focus on a particular exchange. Additional filters allow sorting by primary listing country, currency, or sector

Grid Details 

The grid is scrollable, permitting the viewing of all instruments according to selected filter criteria. It presents key parameters across multiple instruments.

Tiered Values: Accounts with tiered commission/margin can be expanded for additional details.

Expand All Rows: A button at the top right allows for expanding all rows simultaneously, displaying the entire grid.

Export Functionality: Export grid data to Excel or CSV files using the down-arrow icon at the top right corner.

Context Menu Options

Access more actions by clicking the '…' menu or right-clicking on the grid:

• Go To Product Overview: Click here to be taken to the product page for more information, similar to the end-client platforms.
• See Positions and See Orders: View open positions and orders for selected instruments.
• Trading Conditions: For detailed conditions and cost calculator access, choose ‘Trading conditions’ from the menu.
• Add To Watchlist: Directly add instruments to your watchlist here 

Single Instrument Trading Conditions

Access trading conditions one instrument at a time as follows:

Account Tab: In the accounts tab, use the ‘…’ menu to open the context menu and pick trading conditions, launching a dialog with the account selected. Enter the instrument name to view its trading conditions.

Instrument Search: Users can search for an instrument and right-click on the results to open the menu. Select Trading conditions to open a dialog with the instrument preselected, allowing client selection with the input box to view specific client and instrument trading conditions.