NewUX Investor Experience
  • Welcome
  • Basics
    • Get started
    • Sign up
    • Sign in
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    • User settings
    • Messages
    • Night mode
  • Account management
    • Open an account
    • Deposit
    • Withdrawal
    • Open allocation
    • Open trading allocation
    • Investor report
  • Strategies
    • Strategies
    • Strategies navigation
    • Strategies performance
    • Create allocations
    • Manage allocations
    • Stategies charges
  • SMA
    • SMA
    • SMA navigation
    • SMA performance
    • Create allocations
    • Manage allocations
    • SMA charges
  • Trading
    • Trading module
    • Trading navigation
    • Start trading
    • Trade types
    • Reporting
  • Equities
    • Equities
    • Equities navigation
    • Equities performance
    • Invest in Equities
    • Stop investing
  • ETF
    • ETFs
    • ETFs navigation
    • ETFs performance
    • Invest in ETFs
    • Stop investing
  • Thematic Baskets
    • Thematic Baskets
    • Thematic Baskets navigation
    • Thematic Baskets performance
    • Invest in Thematic Baskets
    • Stop investing
  • Robo Advisory
    • Robo Advisory
    • Invest using Robo Advisory
    • Manage investment
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On this page
  • Market Watch
  • Symbol Chart
  • Trades
  • Module navigation
  • Workspace

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  1. Trading

Trading navigation

TradeSocio NewUX Investor Experience

PreviousTrading moduleNextStart trading

Last updated 4 years ago

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Trading page consists of three main modules:

  • Market watch

  • Symbol Graph

  • Trades

Market Watch

Market Watch is a module with a list of your favorite symbols chosen for trading. You can see the current Bid/Ask prices and the spread values for the chosen symbols. All values are updated in live time.

You can add or remove symbols by using the +Instruments pop-up.

The pop-up window will appear with multiple tabs available. Each tab contains a list of instruments provided by specific exchange. The tabs can be classified and arranged according to your the individual platform set-up.

Click on the heart symbol to activate the symbol and add it to your Market Watch list of favorite trading instruments.

You can use the Market Watch module to open trades. Click on green B or red S button in order to open Open trade pop-up window.

Symbol Chart

Symbol chart is a module with the live time graph of the selected trading symbol.

To navigate the chart you can use the Zoom buttons, choose the specific Timeframes or reset your settings if needed step by step by clicking on Back or Forward buttons.

You can use the Symbol Chart module to open trades as well. Click on green Buy or red Sell button in order to open Open trade pop-up window.

Trades

Trades chart is the live report that consists of two sections:

  • Trades - open trades currently running on the account

  • Pending orders - orders created and pending to be executed

You can navigate the module by clicking on the relevant tab.

Use the Action drop-down menu in the table of contents of each report in order to make changes to the trades or close them.

Module navigation

You can enable and disable the modules by using the green + sign in the right bottom corner of the screen. Drag, drop and resize the modules according to your preferred layout.

Workspace

Workspace is a tool that allows you to create multiple working screens with different layout, favorite symbol list and symbol chart settings.

You will have a default workspace with standard layout available upon your first login.

To create a new workspace follow these steps:

  1. Click on the green + sign in the left bottom corner of the screen

  2. Enter a name for the new workspace

  3. Make the desired changes in layout, symbols or charts

  4. The changes will be saved automatically