User Guide
PCI
NetTradeX PC
NetTradeX Android
NetTradeX iOS
NetTradeX Mobile
NetTradeX Advisors
PCI
- How to create a new PCI
- How to save an existing PCI as a new PCI
- How to modify a PCI
- How to rename a PCI
- How to delete a PCI
- How to break down a PCI position
- How to export a PCI
- How to import a PCI
How to create a new PCI
To create a new PCI:
- Right-click in the “Market watch” window and press “Create PCI GeWorko”.
- In the opened “Create Personal Composite Instrument (GeWorko method)” window add necessary assets to the base/quotation part of a PCI from the trade instruments tree scheme.
- Set volumes for the base and quotation parts by:
- Setting a volume in asset currency in the “Volume” column.
- Setting a relative volume in the “Percent” column. The percent is calculated on the basis of the estimated value set in the “Limit Volume [USD]” field.
- Set a volume in USD in the “Volume [USD]” column.
- If the user-set volume of a base/quotation part exceeds the limit volume, the “Exceeding of the limit volume” window appears. Choose any option provided by that window.
- Save the new PCI by pressing:
- “Save” – saves the PCI under the existing name. The window will not be closed.
- “Save as…” – saves the PCI under a new name. The window will not be closed.
- “Close” – the window will be closed. A user will have an option to save the PCI in advance.
- “Close and add to used instruments” – the PCI will be added to instruments in use under the existing name. The window will be closed after saving.
How to save an existing PCI as a new PCI
To save a PCI as a new one:
- Go to “Trade –> Instrument Browser…” in the menu bar.
- In the “Instrument Browser” window choose a PCI from the “My Instruments” folder.
- Press the “Personal Composite Instrument” button.
- Press “Open” in the right-click menu.
- In the opened “Create Personal Composite Instrument (GeWorko method)” window press “Save as…”.
- In the “Save PCI As” window enter a new name in the necessary field.
- Press “Save”.
How to modify a PCI
To modify a PCI:
- Go to “Trade –> Instrument Browser…” in the menu bar.
- In the “Instrument Browser” window choose a PCI from the “My Instruments” folder.
- Press the “Personal Composite Instrument” button.
- Press “Open” in the right-click menu.
- Change necessary parameters in the opened “Create Personal Composite Instrument (GeWorko method)” window.
- Save the modified PCI by pressing:
- “Save” – saves the PCI under the existing name. The window will not be closed.
- “Save as…” – saves the PCI under a new name. The window will not be closed.
- “Close” – the window will be closed. A user will have an option to save the PCI in advance.
- “Close and add to used instruments” – the PCI will be added to instruments in use under the existing name. The window will be closed after saving.
Note: A PCI may be modified only if it doesn't have opened positions or pending orders.
How to rename a PCI
To rename a PCI:
- Go to “Trade –> Instrument Browser…” in the menu bar.
- In the “Instrument Browser” window choose a PCI from the “My Instruments” folder.
- Press the “Personal Composite Instrument” button.
- Press “Rename” in the right-click menu.
- Enter a new name in the opened “Rename PCI” window.
- Confirm by pressing “OK”.
Note: : A PCI may be renamed only if it doesn't have opened positions or pending orders.
How to delete a PCI
To delete a PCI:
- Go to “Trade –> Instrument Browser…” in the menu bar.
- In the “Instrument Browser” window choose a PCI from the “My Instruments” folder.
- Press the “Personal Composite Instrument” button.
- Press “Delete” in the right-click menu.
- Confirm by pressing “Yes”.
Note: A PCI may be deleted only if it doesn't have opened positions or pending orders.
How to break down a PCI position
To break down a PCI position right-click the necessary position in the “Open positions” information window and press “Break down PCI position”.
How to export a PCI
To export a PCI:
- Go to “Trade –> Instrument Browser…” in the menu bar.
- In the “Instrument Browser” window choose a PCI from the “My Instruments” folder.
- Press the “Personal Composite Instrument” button.
- Press “Export” in the right-click menu.
- In the opened window set the path to the file where the PCI will be exported to.
How to import a PCI
To import a PCI:
- Go to “Trade –> Instrument Browser…” in the menu bar.
- In the “Instrument Browser” window choose a PCI from the “My Instruments” folder.
- Press the “Personal Composite Instrument” button.
- Press “Import” in the right-click menu.
- In the opened window set the path to the file which the PCI will be imported from and confirm the operation.
- In the opened “Save PCI as” window enter a new name of the imported PCI or choose one of existing names from “Instruments of the group “My Instruments””.
- Press “Save”.