EOS Platform

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EOS-Trader contains a set of functions that each is represented by a perspective.
A perspective provides a set of functionality aimed at accomplishing a specific type of task, or working with a specific type of resource. For example, the Trading History perspective allows you to view order and trade history.
A perspective contains views (see Views), such as the My Watch List view on the Trading perspective.
Navigating between perspectives

It is always possible to go to another perspective, whether it is already open or not. If the perspective you are looking for is not open, open it. If a perspective is open, the perspective name and icon appears as a button on the perspective bar (see Perspectives bar).
To navigate between perspectives

Do any of the following:

• Click on the button with the perspective name.
• Click on the button with the perspective symbol (only if you have decided to hide the perspective names on the buttons, see Perspectives bar).

Click on the perspectives bar. A shortcut menu with the names of the open perspectives appears. Click on the name of the perspective to go to it.

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You can configure a perspective to fit your style of working. Views can be moved around and also detached to a separate window.
Note: When you have moved a view in a perspective, EOS-Trader remembers that setting.
To move a view

Do any of the following:

• Drag and drop the tab of a view to the desired position.
• Right-click the tab name and, on the shortcut menu that appears, point to Move and click View. The pointer becomes an empty frame, the size of the tab. Move the pointer to the desired position and click. The tab appears at the new position.

To move a group of tabs

Right-click the name of one of the tabs that are in a group, on the shortcut menu that appears, point to Move and click Tab Group. The pointer becomes an empty frame.

1. Move the pointer to the desired position and click.

To detach a view

1. Right-click a tab name.
2. Click Detached.

The tab appears in its own window. Point to the tab name and drag the window to the desired position.
To attach a detached view to a perspective

Do any of the following:

• Click in the upper right corner of the window with the detached tab.
• Right-click the tab name and, on the shortcut menu that appears, click the checked detached command.

Creating your own perspectives

Instead of reconfiguring a perspective, you can create your own. That perspective can contain all the views that you work the most with. You can move the views around. When you are done, you simply save the perspective to a name of your choice. Since there are so many ways that you can create a perspective in, this instruction is a general guide to what you can do.

Note: Once a perspective is created, it cannot be removed.

To create a personal perspective

1. Add views of your choice.
2. Move views to new positions within the perspective by dragging and dropping.
3. Close views that you do not wish to see.
4. Save the perspective (click Window > Save Perspective As).

Resetting perspectives

If you have moved around, closed, and opened views in a perspective, you can reset the perspective to its last saved appearance.
To reset a perspective

1. Go to the perspective you want to reset.
2. On the Window menu, click Reset Perspective. A dialog box appears.
3. Confirm that you want to reset the perspective by clicking OK.

Closing perspectives

There are several ways to close a perspective, you can chose to close them one at a time or all at once.
Note: When you exit EOS-Trader, the current perspective is automatically saved. The next time you open EOS-Trader, it will appear exactly as it was when it was last closed.
To close one perspective

You can close a perspective in two ways.

1. Go to the perspective you want to close.
2. On the Window menu, click Close Perspective.

Or:

1. Right-click the perspective’s name in the perspectives bar.
2. Click Close.

To close all perspectives

1. On the Window menu, click Close All Perspectives.

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You can change the layout of a perspective by opening, closing, detaching, and docking views.
Views have their own menus. Some views also have their own toolbars. The actions represented by buttons on view toolbars only affect the items within that view.
A view might appear by itself, or stacked with other views like a tabbed notebook.
To open a view

1. On the Window menu, point to Show View and click other. A dialog box appears.

All views are categorized under the different folders.

1. Open a folder and double-click on a view. The view appears in the active perspective.

To open a menu for a views

• Click the icon in the view's title bar.

To minimize a view

• Click the icon in the view's title bar.

To maximize a view

• Click the icon in the view's title bar.

To restore a view

• Click the icon in the view's title bar.

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Many views contain information in a tabular format. Among other things, you can select what columns to be displayed in a table, and sort and copy the contents.
Choosing columns

In several perspectives and views, you can decide what table columns to display. In some perspectives, you can choose which rows to display, using the same option.
To choose columns in a table

1. Click in the upper right corner of the tab. A shortcut menu appears.

2.Click Choose Columns. A dialog box appears.

1. Do any of the following:

• If you want to remove a column from the table, click the column’s name in the Display Columns list and click Remove.
• If you want to add a column to the table, click the column’s name in the Available Columns list and click Add.

Note: If the Available Columns list is empty, there are no columns to add.

1. If you want to change the position of a column in the table, click the column’s name in the Display Columns list. Then click Up to move the column to the left in the table, or Down to move it to the right.
2. Click OK.

Sorting columns

Almost all tables can be sorted in alphabetical order according to a specific column.
Note: On the Message Tracker perspective, the table cannot be sorted.
To sort column contents

• In alphabetical order—click a column heading so that the symbol becomes visible.
• In reverse alphabetical order—click a column heading so that the symbol becomes visible.

Searching in tables

In views that display data in tables, you can search for information that is displayed in the different columns.
To search a table

1. Click in the upper right corner of the tab. A shortcut menu appears.
2. Click Search. A dialog box appears.

1. Enter a search criteria in the Search field.
2. Click Search. If there are any matches to your search, they are displayed in the result box, below the Search field. By clicking a result, the table automatically focuses on the selected item.

Copying tables or rows of tables

You can copy the contents of a table. The content that you copy is the visible columns.
To paste the copied contents into, for example, an MS Excel spread sheet or an e-mail, use the ordinary paste function (pressing [CTRL]+[V]).
To copy a table

1. Click to the right of the tab name.
2. Click Copy > All.

To copy rows of a table

1. Select a row in a table.
2. Click to the right of the tab name.
3. Click Copy > Selected.

Changing column widths

Sometimes columns need to be resized so that you can see what is in it.

To change a column width

• Drag the boundary on the right side of a the column heading until the column is the width that you want.

Optimizing column widths

To increase the readability of tables, you can automatically optimize the column widths.

To optimize column widths

1. Click a tab that contains a table.
2. Click in the upper right corner of the tab.
3. Click Optimize Column Width.

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A watch list is a list with tradable instruments. It consists of tradable instruments of your own choice or of all tradable instruments of a selected market. You subscribe to the tradable instruments in the watch list.
Creating your own watch lists

You can create a watch list with tradable instruments of your own choice.
To create your own watch list

1. On the Watch List menu, click Create New. A dialog box appears.

1. Type the name of the watch list and click OK. The new, empty watch list now appears as a table in a view of its own in the active perspective.

1. Type the name of a tradable instrument in Add Instrument and press [ENTER]. The tradable instrument now appears in the table. Repeat this step for all tradable instruments you want in the watch list.

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You can quickly create a watch list that is based on either a market, market list, segment, or contract. That way you can quickly get an overview of all instruments of that particular market and also enter orders for any instrument of that market.
To create a watch list from a contract list

1. Click to open the Contract List view (see Viewing contracts and contract details).
2. Right-click a market, market list, segment, or contract and click Create Watch List. The new watch list appears as a new view in the active window.

Automatically created watch lists

When you enter an order or a trade, a watch list is automatically created. The watch list contains a list of the instruments that you have an order or trade for. The automatic watch list is called Own Orders (for your orders) and Own Trades (for your trades). Any time that you create an order or trade, the watch lists are instantly updated.
To open the Own Orders or Own Trades watch list

• On the Watch List menu, point to Open, and click Own Orders or Own Trades.

Searching for tradable instruments

You can search for tradable instruments in the Contract List view.
To open the Find dialog box

1. Open the Contract List view (click ).
2. Click in the upper right corner of the view. A dialog box appears.

For a description of the functions of the dialog box, see Find dialog box.

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You can manage orders in the following ways:

Entering orders
Canceling orders
Canceling all orders
Viewing orders
Viewing order details
Updating orders
Viewing order depths


Entering orders

You enter an order from a watch list with tradable instruments. If there is no watchlist, you need to create one (see Creating watch lists).
To enter an order from a watch list

1. In a watch list, right-click a tradable instrument and click Enter Order. A dialog box appears (see Enter Order dialog box).
2. Do any of the following:

• If the order is limit, market to limit, or market, click Limit, Market to Limit, or Market in Price Type.
• If the order is a stop order, select Stop Order. The dialog box expands.

1. Select an account (see Preferences dialog box (Order Entry)).
2. Enter the details of the order in the dialog box.
3. Click Buy or Sell.

To enter an order from the Price Ladder view

1. In the Price Ladder view (see Price Ladder view), place your cursor in the Own column (at the desired price level) where you do not already have an order.
2. Type in the desired quantity in the column.
3. Press [Enter].

Note: The order is entered as a day-limit order with the default client account.
Canceling orders

Sometimes you need to cancel an order. When an order is canceled, you cannot retrieve it again.
To cancel an order

1. Do any of the following:

• Click in the main window.
• Right-click an order in the My Orders view. In the menu that appears, click Cancel some orders.

A dialog box appears.

1. Select Orders.
2. Type the tradable instrument you wish to cancel along with the IDs of the member and user who entered the order.
3. Click OK.

To cancel an order from the My Orders view

1. Right-click a tradable instrument and select Cancel. A confirmation dialog box appears.
2. Click OK.

Canceling all orders and quotes

When you cancel an order or quote, it disappears from the system.
To cancel all orders and quotes

1. Click . A dialog box appears.
2. Click OK.

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You can view your own orders and all events of your order. The orders that you can see, depend on your access rights.
To view your own orders

1. On the Window menu, point to Show view and click Other. A dialog box appears.
2. Open the Trading/Orders folder and double-click My Orders. The view appears in the active perspective (see My Orders view).

To view every event of your orders

1. On the Window menu, point to Show view and click Other. A dialog box appears.
2. Open the Trading/Orders folder and double-click My Orders Ticker. The view appears in the active perspective (see My Orders Ticker view).

Note: If you have the My Orders Ticker view in the background when you open EOS-Trader, it will not start subscribing to order events until you bring it to the foreground. Then it is possible to put in the background and it will still subscribe. It is always possible to go to the Order History perspective to see all events of an order.
Viewing order details

Sometimes you need to view details of orders that you have entered (for example, you might want to see validity on your order).
To view order details

1. On the Trading perspective, go to the My Orders view (see My Orders view).
2. Right-click an order and click Details. A dialog box with all details of the order appears (see Order Details dialog box).

Updating orders

The orders that you have entered can be updated. You can do that from either the My Orders view, the Order depth view, or the Price Ladder view. When you updated an order from the Price Ladder view, you simply drag and drop the order's ask or bid quantity to the price in the price ladder.
To update an order from the My Orders view

1. On the My Orders view, right-click a tradable instrument and click Update Order. A dialog box, with the original price and quantity displayed (see Update Order dialog box), appears.
2. Update the order and click Buy or Sell, depending on if it is a buy or sell order (only one of the buttons is available).

To update an order from the Order depth view

1. Right-click the tradable instrument you want to update in the watch list.
2. Click Order Depth Ladder (see Viewing order depths).
3. Change values in any of the Bid Qty and Ask Qty columns in the Order depth view. The order will be shown in bold (see Order Depth view).

Note: If you change a quantity and do not want to send the updated order, you need to press the [ECS] button.
To update an order from the Price Ladder view

• On the Price Ladder view, click on the Ask Qty or Bid Qty column and drag the order to a new price.

Viewing order depths

The Order Depth Ladder contains two views (see Price Ladder view and Order Depth view). Each one of the views shows different price levels for a specific tradable instrument. The Order Depth view shows the actual prices of all orders. The Price Ladder view shows aggregated order levels. If you have own orders that add to the levels, they are shown in the Own columns. The ladders are updated in real time.
Note: A watchlist must be open.
To view the order depth ladder

Right-click a tradable instrument in a watch list and click Order Depth Ladder. The depth ladder for the selected tradable instrument appears in the active perspective.

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You can manage requests for quotes in the following ways:
Requesting for quotes
Viewing requests for quote
Responding to request for quotes


Requesting for quotes

You can send in public requests for bid and ask quotes. You send in your requests for quotes from a watch list with tradable instruments. If there is no watch list, you need to create one (see Creating watch lists).
To request for a quote

1. Right-click a tradable instrument in a watch list and click Request Quote. A dialog box appears (see Send RFQ Message dialog box).
2. Enter the details of the request in the dialog box.
3. Click OK.

Viewing requests for quote

All public requests for quotes comes in, it appears in the Inbox view under the Request For Quotes tab. From the Inbox view, you can go directly to the Public RFQ view to view it or to respond to the request.
If you have requested quotes, the sent requests appear in the Sent RFQ view.
To view a request for quote from the Inbox

1. In the Inbox view, click the Request For Quotes tab.
2. Click the Show View link next to the quote. A view opens (see Public RFQ view).

To view quotes that you have sent

• On the Window menu, point to Show View and click on Other.

Responding to request for quotes

When an RFQ comes into the market, it appears on the Request For Quotes tab in the Inbox view.
To respond to a quote

1. On the Request For Quote tab in the Inbox view, click on the link Respond to request. A dialog box appears (see Enter Order dialog box).
2. Enter the details of the request in the dialog box.

Click Buy or Sell.

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You can manage trades in the following ways:
Viewing trades
Viewing trade details
Viewing trade history
Viewing daily trading summary
Printing trades



Viewing trades

You can view your own and all dealers' trades.
To view your own trades

1. On the Window menu, point to Show View and click Other. A dialog box appears.
2. Open the Trading/Trades folder and double-click My Trades. The view appears in the active perspective (see My Trades view).
3. Do any of the following:

• To view trades from a specific watch list, click and click the watch list in the menu that appears.
• To view all trades, click and click <All>.

Viewing trade details

For all trades that you have entered, you can view trade details.
To view trade details

1. On the Trading perspective, go to the My Trades view (see My Trades view).
2. Right-click a trade and click Details. A dialog box with all details of the trade appears (see Trade Details dialog box).

Viewing trade history

For all trades that you have entered, you can view trade details.
To view trade history

1. On the Trading perspective, go to the My Trades view (see My Trades view).
2. Right-click a trade and click Show History. The Trade History view appears (see Trade History view) in the Trading History perspective.

Viewing daily trading summary

You can view a daily trading summary per user and tradable instrument, for all trading users that you are allowed to see trades for.
To view a daily trading summary

1. On the Window menu, point to Show View and click Other.
2. Open the Other folder and double-click Daily Trading Summary. The view appears in the active perspective (see Daily Trading Summary view).

Printing trades

You can print your trades.
To print a trade

1. In a perspective that shows trades (for example My Trades), right click a trade.
2. In the menu that appears, click Print. A dialog box appears.
3. In the dialog box set your printer settings and click Print