Stock Options Trading Platform

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User Guide

Content Page

1. Getting Started
1.1 Login

The login page will be as shown below

Function and Usage

1. User ID, password For user to key in the POEMS account number and password.
2. FX Quote Links to FREE Forex price quote page.
2. Terms & Conditions You must read the terms and conditions carefully before using the services.

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1.2 Menu page

List of Icons

1. Watchlist Displays selected price quotes for Stock Options product.
2. Trade Performs Stock Options trading.
3. Order Status Displays the list of orders submitted today (Both outstanding and completed orders).
4. Dow Jones News Displays the latest news of market.
5. Announcement Displays the list of latest announcements.
6. Portfolio Displays the open position and account balance.
7. Hotline To call our technical support hotline directly.
8. Deposit Displays the deposit method and Phillip bank account.
9. Help Shows user manual.
10. P button At any time when you click on the button, it will bring you back to the menu page.
11. Short Cut Short cut to access "Watch List", "Trade", "Order Status" and "Portfolio"
12. Search To search Stock Options contract.
13. Logout Clicking on the "Logout" button will log the user out of the platform.

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2. Using the System
2.1 Watchlist

Function and Usage

1. List Displays contract name, expiry date, strike price, bid, ask, day high and day low.
2. Edit User may edit name of watch listand remove contracts.
3. Add Contract Searches contract and adds into selected watch list.

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2.2 Trade Ticket



Function and Usage

1. Contract Type Switchs contract between "Call" and "Put"
2. Contract Name Shows the contact code and latest price
3. Underlying Shows the underlying stock name and latest price
4. Expiry Date selects different contract expiry date
5. Strike Price selects different contract strike price
6. Quote Request Requests for contract price quote
7. Price Enters the price of contract
8. Quantity Enters the quantity of contract
9. Buy/Sell After filling in the price and quantity, client could select "Buy" or "Sell" the contract
10. Price Depth Shows the price depth, client can swipe right to read the open price, previous close, day high, day low and turnover.
11. Open/Close selects "Open" or "Close" Position.
12. Confirmation Confirmation page for client to confirm the order before submitting

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2.3 Order Status

Function and Usage

1. Outstanding Orders Displays the list of orders that are submitted but not yet done.
2. Completed Orders Displays the list of orders that are completed today.
3. Order List Displays the details of the orders submitted.
4. Status Pending Approval (PA) – the order is pending Phillip approval
Done (DN) – the order is finished and done
Reject (RJ) – the order is rejected
Withdraw (WD) – the order is withdraw by client
Order Outstanding (OS) – the order is sent to market and wait for execute
Order Processing (OP) – the order is processing to send to market

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2.4 Portfolio


Function and Usage

1. Open Position Displays the open position.
2. Order List Shows the contracts details of your position.
3. Account Balance Displays the account balance
4. Balance Details Fund TRF – Shows the amount transfer in/out on that day
Cash – Shows the Cash in/out of contract placed
Balance – Shows the total cash balance of the account
Available Balance – Shows the total cash after deducting the contract’s margin
Stock – Shows the market value of stock holdings
Allowance – Shows the amount which allow client use for open position
Initial Margin – Shows the margin required for total contracts
Maintenance Margin – Shows the maintenance margin of total contracts

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2.5 Search

Function and Usage

1. Type To select "Call" or "Put" contracts
2. Underlying To select the Underlying contracts
3. Expiry Date To select the expiry date of the contract
4. Strike Price To select the strike price of the contract
5. Add watch List After selection, add the contract to watch list
6. Trade After selection, transfer to trade ticket page

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2.6 Dow Jones News

Function and Usage

1. News list To show the heading of the News

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