Beginning of work
with Alfa-Direct program

First deal

Here are described operations, the sequential execution of which will help a novice user of the Alfa-Direct program to quickly get acquainted with its main features. The process of getting acquainted with the program can be conditionally divided into 5 main stages.

Stage 1. Installing and launching the program

Stage 2. Obtaining and analyzing information

Stage 3. Trading operations

Stage 4. Receiving reports

Stage 5. Setup

To master the Alfa-Direct program, you should perform the operations given in this book, which will take no more than 30-40 minutes.

Having installed Alfa-Direct on your computer, you have the right to ask yourself: what is the Alfa-Direct program? In professional terms, the Alfa-Direct terminal is the client part of the information and trading system, through which you interact with the exchange in real time via the Internet. In other words, the Alfa-Direct program is your window into the world of exchange trading, as well as a powerful tool that will help you make decisions and immediately implement them.

What can this program give you?

If you - program user, that is, you have at least a username (Personal Identification Code (PIC)) and a password to access the Alfa-Direct server, then you are free! You will be able to receive operational financial and analytical information and even participate in trading in the game mode. To do this, you just need to register on the Alfa-Direct server.

If you - customer, that is, an individual or legal entity that has acceded to the Regulations for the provision of services on the securities market of JSC AIKB Tatfondbank, then you will be able to independently make securities purchase and sale transactions, instantly receive cash loans and securities loans, receive transaction reports, in a word, everything that is stipulated in our Regulations.

Realizing that you can’t wait to make your first independent trade as soon as possible, we will dwell only on the most necessary steps that you should take to complete it.

So, first of all, compare the characteristics of your computer with those listed below.

For the Alfa-Direct program to work, you must have:

computer with at least a Pentium 166 processor with 64 MB of RAM (Pentium III 1000 with 256 MB of RAM is recommended) with Windows 95/98/NT4SP3/Me operating system running on it (Windows 2000 or XP is recommended), as well as MS Internet Explorer installed version 5.0 (or later);

at least 20 MB of free hard disk space (40 MB recommended);

drive for 3-inch disks;

a video card that supports a screen resolution of at least 800x600 pixels (1024x768 pixels is recommended) and a color palette of at least 256 colors;

Internet access with a data transfer rate of at least 14.4 kbps (56 kbps recommended).

Note. All instructions for making transactions in the Alfa-Direct program are signed with an electronic digital signature (EDS). To be able to use the EDS, you must have a medium (diskette) with the secret key of the EDS. The EDS secret key is received by the administrator and all our clients upon opening a brokerage account with JSCIB Tatfondbank and signing an application for connection to the Alfa-Direct system.

If your system does not “live” up to the listed requirements for any point, this does not mean at all that you will not be able to install the program and work with it; Simply, this work will not be as effective as we would like. However, your system is likely to be more "advanced", which means that you can safely proceed to install the program.

Installing Alfa-Direct

The installation kit of the program is located on the website of JSCIB Tatfondbank on the Internet at www . tfb . en . Or on a CD from the Customer Service staff. The process of installing the program on a computer is simple and takes a little time.

Attention! Don't forget to install the Crypto-Protection program, which is located there as well.

Follow the instructions that appear in the installer window.

After installing the Alfa-Direct program in the menu Start | Programs program group will appear Alpha Direct, and on the Windows desktop, the icon.

After the Alfa-Direct program has been successfully installed, you need to launch it and connect to the Alfa-Direct server, as described in the "Launching the program and connecting to the server" section.

In order for you to be able to sign your instructions using your key floppy, you must perform the following procedure:

Launching the program and connecting to the server

To start the program Alpha Direct do the following.

On the menu Start(Windows) select Programs | Alpha Direct | Terminal Alfa-Direct or double-click the icon on the Windows desktop.

The main window of Alfa-Direct and the dialog box will appear on the screen. Login.

In field Username enter your username using latin letters and be case sensitive.

Note. The username (or personal identification code (PIC)) is provided to the user upon registration as a user of the Alfa-Direct program.

In field Password enter your password using latin letters and are case sensitive.

Note. The password is created by the user himself when registering as a client of Alfa-Bank OJSC.

When entering a password, asterisks (*) are displayed instead of the entered characters.

Click the button OK.

A window with a message about successful connection to the system will appear on the screen. Click the button close to close the message box.

The user name will appear in the title of the main program window, in the status bar at the bottom of the main window, the server connection indicator will change from to (when a permanent connection is established, the indicator color will change to green or blue), and the digital signature usage indicator will change from to .

Attention! If an error message appears when connecting to the server, re-enter the username and password, after checking the case and keyboard layout.

Now you can start making trades. However, before you press the button that submits your application for trading, you need to comprehensively study the current situation around the instrument you are interested in, as well as find out the general situation in the markets, in the country and in the world.

Calling the quotes window

Alfa-Direct quotes window is one of the most important indicators of the current state of the stock market. This window displays not only the latest data for each of the selected financial instruments, but also other information characterizing the dynamics of the current trading session on the selected trading platform.

To display the quotes window, follow these steps.

Choose a team Quotes on the menu Information or click the "Quotes" button on the toolbar. A window of quotes for financial instruments displayed by default will appear (in the current version of the program, these are listed shares on the MICEX, see figure).

If the window that appears does not contain the instruments you are interested in, or you want to change the data fields displayed, you will have to customize the quotes window.

Tool selection

To customize the quotes window, follow these steps.

Right-click the data area of ​​the quotes window and select the command from the context menu that appears. Tune.

A dialog box will appear Window setting tab open Filter.

Click the button in the field Filter to select the required tools.

The Select Financial Instruments dialog box appears.

In field Available groups of available tools are displayed. In field Selected groups of selected instruments are displayed (by default, this is “Listed shares on the MICEX (A1 level)”).

Click the icon to the left of the name of the group of instruments, for example "Listed shares on the MICEX (level A2)". A list of instrument code names will appear below the instrument group name.

Select the desired tool (for example, AFLT1) by double-clicking on its code name. The tool will move out of the list Available to the list The Chosen Ones at the same time in the list Selected the name of the corresponding group of instruments "Listed shares on MICEX (level A2)" will appear, containing the code name of the selected instrument (in this case, AFLT1).

Advice. To select a tool or an entire group of tools, select the corresponding names in the field Available and then click the button. To select all available tool groups, click the button.

Click the icon to the left of the name of the group of instruments, "Listed shares on the MICEX (Level A1)". A list of instrument code names will appear below the instrument group name.

Remove an instrument from the list (eg IRGZ3) by double-clicking its code name. In field Available the name of the group of instruments "Listed shares on MICEX (level A1)" will appear, containing the code name of the selected instrument (in our case, IRGZ3).

Advice. To remove a tool or an entire group of tools from the field, select the corresponding names in the field Selected and then click the button. To remove all existing instrument groups from the field, click the button.

Repeat steps 4 to 7 to select the tools you want and remove the ones you don't, and then press the button OK to return to the dialog Window setting.

In field display click the icon to the right of those fields that you do not want to display in the window Quotes, and an icon to the right of the fields to display in the window Quotes.

Click the button OK to close the dialog Window setting.

Note. In the quotes window, the symbol line is highlighted in red by default if the price of the last deal was less than the price of the penultimate one, and in green if the price of the last deal was greater than or equal to the price of the penultimate one.

Now you can start viewing the queue of orders for the purchase and sale of the desired instrument. To do this, you need to display the request queue window.

Application queue

Queue of orders (or quotes of the second level) is an ordered sequence of unfilled orders registered in a given trading system. In the buy queue, the order with the highest price is the first, followed by the order with the lowest price, and then in descending order of price. In the sell queue, the order with the lowest price is the first, followed by the one with the highest price, and then in ascending order of price. If prices are equal in bids of the same direction, the bid submitted earlier has priority. There is no queue before the start of the auction. The order queue is an important indicator of the current state of the price of a financial instrument - as existing orders are satisfied and new orders are received, the values ​​in the order queue window change, determining the current price movement direction.

To display the queue of orders for any instrument, do the following.

In the window Quotes double-click the line corresponding to the desired tool.

A window of buy and sell orders for this instrument will appear. The title of the order queue window displays the code name of the selected financial instrument.

By default, this window displays the top 10 buy orders and the top 10 sell orders.

Advice. To reduce the number of tickets displayed, simply reduce the size of this window.

Note. Values ​​in columns To purchase And For sale correspond to the number of lots of securities. Information on how many securities correspond to one lot for this instrument is contained in the window FinancialInstruments(command ).

However, viewing only quotes does not give a complete picture of the dynamics of the instrument's price, and even more so, of its possible behavior in the future. To do this, there are charts and technical analysis tools. Their use is described in the "Graphing" section.

Plotting

As you know, graphs are one of the main ways to visually represent numerical data. Alfa-Direct allows you to use several types of graphs and their combinations to represent data.

Candle Lines Histograms.

To build a graph, follow these steps.

In the window Quotes right-click the line corresponding to the desired financial instrument (for example, EESR2), and then select the command Schedule in the context menu. A window will appear containing 1-minute charts of the price and volume of the selected instrument for the current and several previous days

Right-click the graph, and then select the commands you want from the context menu that appears.

Instruments- adding\removing tool charts from the current window, changing the color, style and inner window for display, as well as selecting the appropriate axes

Indicators- adding, deleting and changing indicator parameters

line drawing- drawing lines on the chart

Display properties - change the background and border colors of the window

Window Rename\Delete\Create - the corresponding operation on the current inner window

Increase decrease - changing the scale of the chart

Period- changing the period, periodicity and interval of charts in the current window

Information- enable / disable the "tracking" mode for the mouse pointer. In this case, the relevant information is displayed (or not displayed) in the status bar at the bottom of the chart window.

Update from server- request to update information on all instruments in the current for the specified period

Status bar- show\hide status bar

Seal- printing of the graph in the selected window with pre-setting of printing parameters.

Advice. To zoom in on any part of the graph, click the button (enable magnification) in the lower right corner of the graph window, place the mouse pointer on one boundary of the proposed area, press the left mouse button and, without releasing it, move the pointer to the other boundary of the area. Release the button and the selected area will be enlarged to the size of the chart window. To return to the normal scale, click the (align) button in the lower right corner of the window.

Now that you have complete information about the dynamics of the price of an instrument, it would be nice to know what is going on behind the walls of the room where you work. And this is not a manifestation of idle curiosity, but reasonable foresight, since every minute events occur in the world that can cause both an increase in quotations and their fall. So just open the news window.

Displaying the news window

The Alfa-Direct program provides its users with the opportunity to keep abreast of all political and economic events taking place both within the country and abroad. Without leaving the program, you get access to news from leading news agencies.

Follow the steps below to display the news window.

Choose a team news on the menu Information or click the News button on the toolbar. The news window will appear.

To view the full text of a message in a separate window, double-click the corresponding title.

Advice. If you want the most recent message to always appear first in the news window, sort the messages by date by double-clicking the column heading date of.

Advice. To search for the desired news, right-click the data area of ​​the news window, and then select the command Search in the context menu.

Advice. To enable/disable the view area in the main window, right-click the data area of ​​the news window, and then enable/disable the option View area in the context menu.

Communication with traders and users

Another useful component of the Alfa-Direct program is Communication Center- built-in means of real-time messaging between users of the program. With it, you can exchange opinions with other users, as well as receive recommendations from experienced traders.

To participate in a discussion, follow these steps:

Choose a team Communication Center on the menu Service or click the Chat Center button on the toolbar. A window will appear Communication Center.

View your messages.

Advice. To view a message whose text does not fit entirely in the window, double-click the corresponding line.

Enter the text of your message in the input line at the bottom of the window and click the button send.

After a few seconds, your message will appear in the message area. In column Sender your current alias will be displayed.

Advice. To change your nickname, select the command Service | Administration and then in the field Nickname enter your new alias and click the button Change.

Advice. By default, the recipients of your messages are all participants in the discussion. To send a message only to a specific person, select their alias from the list Recipient at the bottom of the window, and if his alias is not in this list, then just enter it there. Then enter your message text and click the button send. The message you send will be viewable only by its recipient and you, other participants in the discussion will not see it.

Advice. To view only messages addressed to and sent by a particular discussion participant, double-click their alias in the participant list at the top right of the window. Another window will appear Communication Center, in the title of which the alias of the discussion participant you selected will be displayed, and containing only those messages that are either addressed to him or sent by him.

Now, looking at the numbers, letters and lines, it remains to wait for a favorable moment to make a deal. As soon as it arrives, you should submit an application, for example, for the purchase of securities, as described in the next section “Applying”.

Advice. To delete your message, right-click on this message and select the item in the context menu Delete message

Applying

To submit a limit purchase order, follow these steps.

In the bid queue window, double-click the line corresponding to the bid that is closest in price to your bid. A dialog box will appear Filing an application, in which you only have to indicate the portfolio number and, possibly, change the price and quantity of the securities purchased (or sold).

Note. To submit a market order, enter in the field Price a value that is significantly more (when buying) or less (when selling) the current price of the counter offer - your order will be executed at the best (at the time of its entry into the auction) prices.

Listed Briefcase select your portfolio number, which will take into account the current application.

In field Quantity enter the value of the number of securities in pieces.

Note. The number of securities in the order must be a multiple of the lot size set for this security.

Note. The lot size for this instrument can be viewed in the "Financial Instruments" table (menu Information\References\Tools)

Click the button Buy or Sell. A dialog box will appear.

Note. Please note that the background of the confirmation window for a buy order is green, for a sell order the background color of this window will be red.

Carefully check all the parameters of the application and click the button Subscribe to “sign” your order with an electronic digital signature and send it through the Alfa-Direct server to the trading system.

Note. Subscribe

On the server, your order will be "passed" through your investment account and then put up for auction, as indicated by a message that will appear after a few seconds.

Click the button close. In the application window (command Portfolio | Applications) a record corresponding to the submitted application will appear.

As soon as the application is satisfied, the corresponding line in the application window will change.

If necessary, repeat the steps for other applications, and then click the button close to close the dialog box Filing an application.

Note. With the Alfa-Direct program, you can submit stop orders, as well as set various conditions for the execution of orders.

However, the situation is not ruled out when, after you submit an application, you suddenly need to withdraw it. How to do this is described in the "Withdrawal of an application" section.

Cancellation of the application

If for any reason you need to withdraw a submitted application, please follow the steps below.

Choose a team Applications on the menu portfolios or click the "Applications" button on the toolbar. The application window will appear.

In the order window, double-click the line corresponding to the order you want to cancel. A dialog box will appear Order details confirmation.

Note. Please note that the background of the confirmation window when canceling a buy order is green, when canceling a sell order, the background color of this window will be red.

Check the data listed in the dialog box and click the button Subscribe to “sign” your instruction to withdraw an order with an electronic digital signature and send it via the Alfa-Direct server to the trading system.

Note. If the EDS secret key is not currently loaded into the computer's memory, then after pressing the button Subscribe A dialog box will appear asking you to insert a floppy disk with a private EDS key into the drive.

If your application is not yet satisfied, then after a few seconds you will receive the following message.

Click the button close. In the order window, the line corresponding to the deleted order will change.

Note. With the Alfa-Direct program, you can cancel several applications or even all submitted applications at the same time. For information on how to do this, see the "Closing an Order" section in the "Performing Operations" chapter in the user manual or help system.

However, suppose that you did make a purchase of securities and invested all the money from your account in them. And suddenly a good opportunity turned up to “play” on other papers, but, alas, you no longer have money. But do not be upset, because the Alfa-Direct program is not only a tool for applying, but also a tool that allows you to instantly get a loan. How to do this is described in the section “Lending with money and securities”.

Lending with money and securities

When playing on the stock exchange, it is very important to be able to quickly get a loan - money for bullish or securities for bearish, or, as traders say, to open long or short positions. If you have opened a margin account, that is, an account on which a margin loan can be provided, then with the help of the Alfa-Direct program you can easily take advantage of this opportunity. Moreover, for this you do not need to take any additional actions - you, as usual, submit an application for the purchase or sale of securities. Only now, when making a transaction, you pay not with your money or securities, but with those that you borrowed. In general, you can expect to receive an instant cash loan in the amount of 100% of the current market value of your own assets - money and / or securities, and to receive securities on credit with a total value of approximately 66% of the current market value of your own assets. For example, if you have 3,000 rubles of money in your brokerage account and 7,000 rubles of liquid securities, then you can get a margin loan of up to 10,000 rubles and a securities loan of 6,666 rubles. Moreover, if you return the loan taken before the end of the current trading session, then you pay nothing for its use.

Note. A margin order for the sale of any security is accepted only if this security is included in the list of "marginable" securities, the current state of which can be seen in the window FinancialInstruments(command Information | Reference | Instruments). Liquid securities are securities, the estimated value of which is taken into account as part of assets (collateral) when calculating the indicators of the current liability margin and initial margin, as provided in the Margin Agreement. A list of such securities can also be seen in the window FinancialInstruments(command Information | Reference | Instruments).

To find out how much money you can get in the form of a margin loan, follow these steps.

Press the F2 key or the "Apply" button on the toolbar. A dialog box will appear Filing an application.

Listed Market select the name of the trading platform where you plan to make a deal.

Listed Tool Select the code name of the security you want to buy or sell for margin credit.

Listed Briefcase select the number of your portfolio in which the future trade will be taken into account.

Press L button buy imitations or L imitations for sale. A message box will appear with information about the number of securities you can buy or sell with (and without) margin credit.

Note. If your portfolio already contains open positions for this financial instrument, then the amount of margin credit provided for buying may differ from the amount of margin credit for selling. You should also keep in mind that when market conditions change, the amount of your assets and, as a result, the amount of margin credit may change during the trading session.

Note. With the help of the Alfa-Direct program, you can also get a cash loan or borrow securities for a longer period.

If you are lucky and the securities bought on credit increase in price, then you can sell them profitably. The difference between the amount received from the sale of these securities and the amount borrowed to buy them will be your profit. This money will appear on your portfolio immediately after the sale of securities.

Reports

When making exchange transactions, transfers of money and securities, the client does not have to remember them at all, since at any time he can quickly receive a complete report on his activities. In the Alfa-Direct system, all operations carried out with a client's account - the purchase or sale of securities, depositary or money transfers - are recorded in the server database.

To get a complete account of all transactions made in all markets on your account since its opening, follow the steps below.

Choose a team Reports on the menu Service. The Report Wizard window appears.

Select the required from the list Type of report and required parameters, set Reporting period and press the button Generate a report. The “Broker report on the results of the Client’s operations” will appear in the Report Wizard window.

change Password

Using the Internet to access electronic trading has a number of obvious advantages, such as speed, accessibility, low cost. However, one should not forget that the Internet is a public computer network, access to which is open to everyone, including persons with criminal intent. To prevent unauthorized access, you can enter the Alfa-Direct system only by entering a username and password. The user name (or personal identification code (PIC)) the user receives when registering as a user of the Alfa-Direct program. As for the password, the user must come up with it himself. For security reasons, users are advised to change their password periodically.

To change your password, follow these steps.

Choose a team Administration on the menu Service. A window with the Questionnaire of a registered user of the Alfa-Direct system will appear on the screen.

Enter a new password in the fields New password And Confirm new password and press the button Change.

Note. When entering a password, observe the following requirements:

the password can consist of any combination of Latin letters, numbers, spaces and symbols from the first half of the code table;

password length must be at least 6 characters (maximum password length is 20 characters);

The password must contain numbers, lowercase and uppercase Latin letters.

A message will appear stating that the new password has been successfully changed.

Attention! Your password is known only to you. If you forget your password, then it will not be possible to recover it. Therefore, after changing the password, write down the new password and keep it in a safe place.

Setting

Program interface

The Alfa-Direct program has a standard window interface familiar to the user, which is usually used in applications running on Windows 95/98/2000 or Windows NT 4 operating systems. When the program is launched, the main program window appears on the screen.

Main window

The main window of the Alfa-Direct program consists of the following elements (see figure):

the title of the window, which displays the name of the program and the username;

a toolbar with which you can call frequently used commands;

a workspace containing data windows - quotes, orders, news, charts, etc.;

status bar showing the current state of the program.

Menu system

All functions of the Alfa-Direct program can be called using the menu. The program menu system consists of the main menu displayed under the title bar of the main program window, and context menus called by pressing the right mouse button.

Main menu

Most functions of the Alfa-Direct program are available from the menu. The main menu of the Alfa-Direct program consists of 7 items, which in turn contain commands.

The table below lists all the commands of the main menu of the program.

Menu	Command	Description
System
	Connect to server / Work offline	calling a dialog box for entering a username and password in order to establish a connection with the Alfa-Bank server. After the connection to the server is established, instead of the command Connect to server command is displayed Work autonomously, with which you can disconnect from the server for offline work.
	Open configuration	opening a previously saved workspace configuration, data windows, and system settings.
		saving the current configuration of the workspace, data windows and system parameters.
	Delete configuration	deleting the current or previously saved workspace configuration, data windows, and system settings.
	Export configuration	exporting a previously saved workspace configuration, data windows, and system settings to a file for transfer to another computer.
	Update Version	Copying an updated version of the program from the server to the user's computer.
	№ Configuration name	Opens the specified workspace configuration, data windows, and system settings.
	Output	disconnecting from the server (if a connection with the server was established before) and closing the main program window while unloading the program data from the computer memory.
Information
	Quotes	calling the quotes window. By default, it contains listed shares of the first level (MICEX).
	Quote request	Request quotes to which there is no access, at any time.
	news	calling the news window from leading news agencies.
	Analytics	call window with analytical materials ( does not work in the current version).
	All deals	call the window of all deals for the current trading session
	Reference books	call a window with information about: available financial instruments (submenu Instruments), markets (submenu Markets), portfolios of the client (submenu portfolios), current tariffs and rates (submenu Tariffs And Rates -do not work in the current version).
	archive	calling a window containing: quotes for the past time (submenu Quotes) past news (submenu News -does not work in the current version).
Operations
	Applications	dialog box call: to apply (submenu Submit) or F2 to cancel the submitted application (submenu Take off).
	Depot transfers/ The operation is available only to the administrator	calling a dialog box for creating an instruction to transfer securities within the client's account or to withdraw securities from the client's account.
	Money transfers / The operation is available only to the administrator	calling a dialog box for creating a money transfer order inside the client's account (submenu Reservation) or to withdraw money from the client's account (submenu Output).
	Credits / The operation is available only to the administrator	call a dialog box for applying for a cash loan or a loan of securities.
	Free order	calling a dialog box for submitting an arbitrary order.
portfolios
	Applications	calling the window of orders submitted by the client during the current trading day.
	Deals	calling the window of trades made by the client during the current trading day.
	Translations	calling the window for transfers of securities and funds made by the client during the current trading day.
	Positions	calling the window of portfolio positions.
	Account balance	calling a window containing information about the current state of the client's investment accounts.
	portfolio balance	calling a window containing information about the current state of the client's portfolios.
	archive	calling a window containing: all orders submitted by the client before the current trading day (submenu Applications); all transactions made by the client before the current trading day (submenu Deals); all transfers of securities and funds made by the client before the current trading day (submenu Translations, -does not work in the current version); positions in the client's portfolios for the period from the moment of the first transaction to the current trading day (submenu Positions).
Service
	Reports	calling the wizard for creating reports on the results of client operations.
	Communication Center	opening a window of the interactive communication tool built into the program for Alfa-Direct users.
	Message protocol	call the message log window.
	Chart Wizard	calling the built-in plotting program.
	Administration	calling a dialog box with information about the client, his accounts, portfolios, etc.
	Upload signing key/ Upload signing key
	Signature test	verification of the presence (observance) of all conditions necessary for the use of an electronic digital signature (EDS).
	Working with keys	calling a dialog box from which the EDS secret key change wizard and the procedure for compromising the EDS secret key are launched.
	Full ScreenF5	Switching to full screen mode
	Design mode	enable (or disable) design mode (submenu Switch on switch off) and creating a container (submenu Create container).
	Parameters	calling a dialog box for setting system parameters.
Window
	Cascade	arrangement of all open windows one after another, displaying their titles.
	Vertically	the location of all open windows nearby.
	close all	closes all open windows except the main program window.
	№ Window title	jump to the selected window.
reference
	Calling up help	call the help window to view the help content.
	Pointer	call the help window to view the subject index.
	Alpha Direct on the Internet	opening of the Alfa-Direct website on the Internet.
	Journal	calling the service log of the Alfa-Direct program.
	About the program	calling a dialog box About Alfa-Direct with copyright information and version number of Alfa-Direct program.

Context menus

For convenience, many functions of the Alfa-Direct program are available as context menu commands. Each program window has its own context menu. To call the context menu, just right-click the desired window or object. The commands contained in the context menu act only on the window (or object) from which this menu was called.

Below are examples of context menus used in Alfa-Direct.

Context menu in the data window (window Quotes)

Context menu for toolbar

Context menu in the chart window.

Toolbar

The toolbar allows you to organize Alfa-Direct program commands so that they can be easily found and used.

The toolbar can be placed in three positions: horizontally in the upper part of the workspace under the menu, and also vertically along the left or right border of the main program window. If desired, the toolbar can be hidden using a checkbox Show toolbar tab View dialog box Parameters(command Service | Parameters) or commands Hide toolbar in the context menu. The user can customize the toolbar to their liking using the dialog box.

To customize the toolbar, follow these steps.

Choose a team Parameters on the menu Service. A dialog box will appear Parameters.

Click tab View.

Click the Customize button in the Toolbar group. The Customize Toolbar dialog box appears.

Advice. To call a dialog box Toolbar customization You can click the Customize Toolbar button on the toolbar, or you can right-click the toolbar and then select Setting in the context menu.

To add a tool to the toolbar, double-click its icon in the list Available Tools- its icon will appear in the list Selected instruments. Similarly, to remove a tool from the toolbar, double-click its icon in the list. Selected instruments.

Advice. To move a tool icon from the list Available Tools to the list Selected instruments or vice versa, you can also use the or button, respectively. To move the icons of all tools from the list Available Tools to the list Selected instruments or vice versa, you can use the button or , respectively.

To change the position of a tool on the panel, select its icon in the list Selected instruments and press the or button until it reaches the desired position.

Listed Position select the location of the toolbar

Select or clear the Show toolbar button names check box.

Click the button Apply to see what the newly customized toolbar will look like (with the dialog box Toolbar customization remains open).

Click the button OK for the changes to take effect.

Status bar

The status bar is located at the bottom of the work area of ​​the main window and is designed to display the current state of the system. In the current version of the program, the status bar displays:

If desired, the status bar can be hidden using a checkbox Show status bar tab View dialog box Parameters(command Service | Parameters).

Follow these steps to customize the status bar.

Choose a team Parameters on the menu Service. A dialog box will appear Parameters.

Click tab View, press the button Tune in a group Status bar. A dialog box will appear Status bar settings.

Select or clear the following check boxes.

Display the number of bytes in the last request.

Display the execution time of the last request.

Display the time on the server.

Customizing the Data Window

You can change the appearance of all data windows - quotes, orders, deals, transfers, financial instruments, etc. to your liking. Often this is very useful, for example, when several data windows are open in the workspace of the main program window and it becomes difficult to distinguish between them.

To change the appearance of the data window, follow these steps:

Right-click the data window, and then select Command Tune in the context menu. A dialog box will appear Window setting.

Click tab View. A tab opens containing options for customizing the appearance of the window.

In a group Grid check or uncheck boxes horizontal And vertical to display respectively the horizontal and vertical lines that separate the data in the window.

In a group Scroll bars select the desired scrollbar display mode: display, hide or auto(shown only when the contents of the window exceed the vertical or horizontal size of the window).

In a group Font press one of the buttons Change and in the dialog that appears Font selection select the font options to be used to display data or column headings.

In a group Color choose the colors you want for the selector and window background.

Note. When setting up the quotes window in lists with the growth of quotes And when quotes go down you can choose colors to highlight, respectively, the line of the instrument, the price of the last deal for which turned out to be less than the price of the penultimate one, and the line of the instrument, the price of the last deal for which was greater than the price of the penultimate one or equal to it (red and green colors are used by default, respectively).

Using the parameter Change the background color of eachNumbertable rows onColor you can set that every N rows of the table will be highlighted with the color selected in the color list ( this option is only available in the quotes window).

Using the list When updating the selector you can specify what position the selector should take each time the data is updated ( this option is only available in news and message windows):

leave on current line- when updating the data, the position of the selector will not change;

move to first line- when updating the data, the selector will be in the first (top) cell of the same column;

move to last line- when updating the data, the selector will be in the last (bottom) cell of the same column;

After pressing the button OK the dialog box closes and the selected parameter values ​​take effect.

Design mode and creating containers

Alfa-Direct provides users with the ability to create containers, which makes it possible to use the workspace of the main window more efficiently. A container is a special window in which you can place frequently used windows such as quote windows, order queue windows, news windows, chart windows, etc. Using containers makes it much easier to keep track of information on many portfolios or instruments at the same time.

To create a container for a portfolio, for example named INVEST1, consisting of several financial instruments, for example, EESR2, LKOH, and RTKM1, follow these steps.

Open and set up the data windows for the first instrument you want to containerize, such as the Quote Window, Order Queue Window, and Chart Window, as shown in the figure.

On the menu Service select a team Design mode | Turn on or press Ctrl-Alt-K. After that, a blue frame will appear around the data windows.

On the menu Service select a team Design mode | Create container or press Ctrl-K. A container window with a green outer frame will appear on the screen.

Drag the Quote Window onto the Container Window until a gray frame appears inside the Container Window. After that, the quotes window will disappear from the workspace of the main window and will be displayed inside the container window, as shown in the figure.

Repeat step 4 for other windows. The container will look like this.

Change the size of the container window and the location of the data windows inside the container to your liking by dragging and dropping by placing the mouse pointer on the title of the desired data window.

Change container window name. A dialog box will appear Changing the name of a container window.

Enter a new name, for example, the name of the portfolio Invest1, and click the button OK. The name of the container window will change to "Invest1".

Right-click the container window and select the command from the context menu that appears Add tab. A tab will appear inside the container.

Right-click the container window and select the command from the context menu that appears Change tab name. A dialog box will appear Changing the name of a tab.

Enter a name for the tab, for example, RAO UES, and click the button OK. The name of the tab will change to "RAO UES".

Right-click the container window and select the command from the context menu that appears Add tab. A second tab will appear inside the container.

Right-click the name of the second tab and select the command from the context menu that appears Change tab name. A dialog box will appear Changing the name of a tab.

Enter the name of the tab for the second financial instrument that you plan to place in the container, for example, Lukoil, and click the button OK. The name of the second bookmark will change to "LUKOIL".

Repeat steps 1, 4, 5, 6 for the LKOH tool.

Repeat steps 13, 14, 15 for the third tool.

Select from the menu Service command Design mode | Switch off or click to exit design mode.

The creation of a container in which data on financial instruments included in the "Invest1" portfolio is grouped is completed. A new window named "Invest1" will look something like the one shown in the picture.

Enter a name for the new configuration and click the button OK.

After that, to call the "Invest1" window at subsequent launches of the Alfa-Direct program, you must use the command Open WORK configuration Essence, functions, structure, levels of social work. Subjects, objects of social work ... deals: forward, deals ... (« direct- ...

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Introduction to Alfa-Direct 4.0 terminal

The user manual describes how to work with the Alfa-Direct 4.0 Information and Trading System. Alfa-Direct ITS provides Clients and their authorized persons with the opportunity to receive stock quotes, news and other information necessary for making investment decisions and send electronic instructions (electronic documents) to the Bank for transactions with financial instruments, confirmed by an electronic signature.

The volume "Introduction to the Alfa-Direct 4.0 terminal" is intended for initial acquaintance with the Alfa-Direct ITS. It does not cover a number of features and does not contain detailed descriptions of its interface.

To quickly master the Terminal and start working in it, it is also recommended to watch the training videos posted on the website of the Alfa-Direct Training Center.

Acquaintance with ITS Alfa-Direct. 4

Main panel. 4

Create a new tab. 4

Quote tables. 4

Single line quotes. 4

Two line quotes. 4

Graphs. 4

How to open an instrument chart. 4

How to change the scale and move the graph. 4

How to change the timeframe.. 4

How to link the chart window with the quotes window. 4

Manipulations with the instrument on the price chart.. 4

How to add technical indicators to the chart.. 4

How to add a graphic element to a chart. 4

Additional options when working with charts. 4

Trading operations. 4

How to make trading operations through the "Trading order" form. 4

How to make trades in the chart window. 4

Materials for further study. 4

Acquaintance with ITS Alfa-Direct

Main panel

When Alfa-Direct is launched, a special service window opens - the Main Panel, where the Main Menu button and a set of tabs are located. This window is usually displayed at the top of the screen.

The Main Panel also displays the status of Alfa-Direct's connection to the Bank's servers, the Bank's current time, and a message indicator.

Closing the Main Panel closes Alpha Direct, while minimizing closes Alpha Direct temporary windows and minimizes all other windows.

Alfa-Direct does not have a main window limiting the positions of other windows. Alfa-Direct windows can be placed anywhere on the screen, but in such a way that the window is completely on the monitor screen (or on monitor screens). At the same time, the Alfa-Direct application appears as a single window in the Windows taskbar.

To open a new window, click the Main Menu item New Window and select one of its sub-items.

Alfa-Direct windows are grouped into tabs. The list of tabs is displayed on the Main panel, the active tab is marked with a background color. Inactive tab windows are not displayed on the screen. The content of a tab is a set of windows, not a dialog box panel with a set of graphical user interface elements.

The user is given the opportunity to delete tabs and create new ones.

Right-clicking on a window will open the window menu. The window menu contains items for calling other windows, performing various operations on the window, and configuring the window. Almost every window in the menu has the Customize... item. It calls the dialog form for customizing this window. Alfa-Direct provides the user with the ability to design (display) certain data in a window and set parameters for algorithms that prepare data for display. For each type of data window there is a special dialog form of settings.

When closing, Alfa-Direct automatically (without confirmation from the user) saves all settings made by the user, in particular, tabs, windows opened on them, their sizes and locations. At the next start, these settings are restored, and the user continues to work with them in Alfa-Direct.

The set of saved settings is called a configuration.

The Alfa-Direct distribution package includes several configurations that become available to the user for use after installation. One of these configurations, the default configuration, is applied when Alfa-Direct is launched for the first time.

Create a new tab

Target : Create a new tab in the configuration. Actions : The list of tabs ends with a surrogate tab with a + sign. Click this tab and enter the name of the tab you want to create in the title text box that appears. Press the Enter key. results : Alfa-Direct will create a new tab before the surrogate one, give it the specified name and make it active. The newly created tab will not contain windows.

Quote tables

Single line quotes

Let's open a window with a table of single-line quotes and configure it. In this window, quotes are presented in the form of a table, each line contains current trading data for any instrument.

Click the Main Menu item New Window / Single Line Quote. Alfa-Direct will display the quotes table window. The title of the window will contain the name of the list of instruments whose quotes are displayed in the window. An instrument in Alfa-Direct means a combination of a financial instrument and a trading platform where this financial instrument is traded.

How to set the list of tools in the table

The lists of instruments are not exchange listings, the lists of instruments are part of the configuration and are stored on the user's computer. The default configuration already has several lists of blue chips for some sectors of the economy and types of securities.

Target : Select a list of instruments. Actions : Click the name of the list in the header of the quote window, select the name of the list in it and click it. Result : First, Alfa-Direct will display the existing list of instrument lists and then generate a quote table with instruments from the selected list.

How to generate a list of tools

Target : Create a new instrument list.

Click the name of the list in the header of the quotes window. In the list that appears, click on the inscription<Ещё...>. Alfa-Direct will open the Lists of tools form necessary for work. At the top of this form, there are already existing bookmarks with ready-made lists of tools..gif" alt="(!LANG:D:\CW\UserGuide\Icons\AddListTools.png" width="22 height=22" height="22">. Альфа-Директ создаст для нового списка закладку и поместит её в начало перечня списков. Двойной щелчок по этой закладке позволяет ввести наименование нового списка инструментов в появляющемся поле ввода. Чтобы зафиксировать наименование щелкните по свободной области окна.!}

Result :

The table Lists of Instruments is prepared for the formation of a new list. At the bottom of the form there is a list of all tools, divided by types of tools into several tabs.

Actions : To select a tool from the list provided, click the tab corresponding to its type at the bottom of the window. If necessary, sort the list in the table or set a filter using the checkboxes and drop-down lists located above it. After selecting a tool, check its box in the List column. After completing the list, click on an empty area of ​​the window.

Result : A new tool list has been created and is in the tool list list.

When you're done with the tool lists, click the OK button at the bottom of the form.

How to edit the tool list

To remove an instrument from the list set in the quotes window, select its line and press the Del key. To add a tool to the list, press the Ins key. Alfa-Direct will open the tool list editing form. This form differs from the Tool Lists form in that the upper part contains a table with only one list of tools.

How to choose columns to display

The table does not display all the available instrument parameters provided by the exchange, but only the most important of them. Let's add more parameters (columns) so that they are displayed in the table.

Click on the table with the right mouse button and in the window menu that appears, click Customize. Alfa-Direct will open the settings form for this quotes window.

There are tabs on the left side of this form. Click the Columns tab.

On the right side of the form, click the button on the panel header<Все колонки>Alfa-Direct will open the parameter selection form for the added column. To add a parameter, click on the corresponding line from the list of parameters. The addition procedure can be repeated many times.

When you're done adding fields, click Close.

Extra columns are removed either in the column settings form by pressing the button, or directly in the quotes table by dragging the header of the column to be deleted to any place outside the table.

Headings in the quotes table appear when the Column Headings checkbox is checked.

How to set column widths

Adjust the width of the columns by dragging the borders of the column headings to the left or right. By double-clicking on the header border, Alfa-Direct sets the column width to the left of the border according to the widest caption in the column.

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Double line quotes

In the "Two-line quotes" window, in each cell of the generated table, trading data for any instrument can be placed in two lines.

Let's open a window with a table of two-line quotes and configure it. Click the Main Menu item New window / Two-line quotes. Alfa-Direct will display the quotes table window.

A column in this table is added in the same way as in a table with single rows. After adding a column, Alfa-Direct opens the panel on the Columns tab to configure it. Here you can define the type of the custom column - if the checkbox is checked Lower cell the column will become a two-line column.

When the Font check box is checked, such cell settings as the color of the font used, the size and its style become available.

The Chart column displays a mini-chart of the closing price in a 1-minute timeframe. The part of the chart where data on the current trading session is visualized is highlighted in color.

Graphs

How to open an instrument chart

Actions when opening a chart :

To open the chart window, select the Main menu item New Window / Chart. When opening a new chart window, Alfa-Direct first opens the Instruments lists window in the instrument selection mode.

To select the desired tool from the general list of tools in its line, press the button with the icon https://pandia.ru/text/80/356/images/image010_71.jpg" width="101" height="26">

results : a) after moving, the candles of the previous periods will be reflected on the chart. b) the width of the candles will remain unchanged, c) the chart window will exit the online mode, the exit from the online mode will be indicated by the icon in the form of a red triangle that appears to the right of the last caption of the time scale

How to change the timeframe

The timeframe duration is one of the general parameters of the chart window. This parameter is placed in the title of the window and can be changed in the same place.

Target : change the timeframe of the displayed chart. Actions : click on the timeframe designation in the window title and in the panel that appears with a list of all supported timeframes, select a new timeframe from the list. results : Alfa-Direct will display the data in the format of the selected timeframe.

How to link a chart window to a quote window

A window can be included in a group of related windows. If in one of the group windows the user changes any parameter, or selects a line, then the changed set parameter or the parameter related to the line will be automatically set in the other windows of the group, where it can be applied.

In total, 3 groups of related windows can be formed on the tab. Each group has a distinctive grouping icon: an asterisk, a triangle, or a square. When a window is included in a group of related windows, this icon is displayed in the upper left corner of the window on its title bar. When a window is not part of any group, a circle is displayed in place of the group icon.

Target : Link two tables. Actions : Click the icon in the upper left corner of the graph window. Alfa-Direct will display a list of possible relatedness of this window.

Specify one of the connectivity options for the quotes table and the price chart. results : Now when you click on any line in the quotes window, this line will become highlighted and Alfa-Direct will automatically replace the instrument in the charts window. The selected line is marked: outlined with a rectangle and highlighted with a background.

Manipulations with the instrument on the price chart

The tool, like the duration of the timeframe, is general and can also be changed directly in the window title.

Target : Replace the instrument displayed on the chart. Actions : click the symbol of the tool in the title bar and select a new tool from the list in the panel that appears. Result

The instrument currently displayed in the chart window is called the main instrument. In the chart window, you can also a) replace the main instrument, b) add areas where the prices of additional instruments will be displayed, c) create a new chart with a different main instrument.

Target : Additional manipulations with the instrument on the price chart. Actions : Select an instrument in an unlinked quote window and drag its row into the chart window. Result : Alfa-Direct will display the tool chart creation menu:

Actions : Press the Change tool button. results : Alfa-Direct will display data related to the new instrument on the chart.

Actions : Click the Create New Area button. Results: Alpha Direct will create an additional chart area in which the chart of the additional instrument will be plotted.

Actions : Click the Create New Graph button. Results: Alfa-Direct will create a new chart, in which the chart of the instrument selected from the quotes table will become the main one.

How to add technical indicators to the chart

Target : Draw an indicator on the chart ADX.

ADX– index of average directional price movement. The values ​​calculated by this indicator are calculated as price ratios in percentage terms. They are not comparable to the prices of the instrument. Therefore, their graph is built in a separate area of ​​the graph window, which has a separate scale of values.

Actions when adding an indicator to a chart :

Click the icon button DIV_ADBLOCK16">

Target : Draw the Volume Profile indicator on the chart.

This indicator displays in the form of a histogram the total volumes of completed transactions for the main instrument for the entire time displayed in the chart window. Volumes are presented to them in the context of price clusters in the form of a histogram, where each bar belongs to one of the price clusters.

Steps to take when adding an indicator to a chart:

Option 1. Click the button with the icon on the window title. Alfa-Direct will add the indicator to the chart area of ​​the main instrument.

Option 2. By clicking on the chart with the right mouse button, open the chart window menu. In it we find the settings form and go to the Indicators tab. Here we select the Volume Profile indicator and press the Select button.

results : Alfa-Direct will create the Volume Profile indicator using the default settings and the current settings of the chart window, and display it in the chart area of ​​the main instrument. At the same time, the settings panel of the Volume Profile indicator will open. , which provides an opportunity to proceed to setting up the indicator.

Steps for setting parameters:

Change the cluster size by specifying in the Grouping field the number of symbol price steps by which the price values ​​should be split into clusters.

Check the Price max. volume to display the average price of the largest cluster.

By moving the Width, % slider, change the length of the bar of the cluster with the largest volume of deals. This length is set as a percentage of the width of the plot area.

Change the color of the bars.

Click OK to close the settings form.

How to add a graphic element to a chart

Click the button. Alfa-Direct will display a set of tools for drawing graphical objects under the title of the chart window.

Target : Draw a vector in the plot area.

Actions : On the panel, click the button with the icon. Move the mouse pointer to a point in the area of ​​the main tool where the beginning of the vector should be. Press the left mouse button and, holding it down, move the pointer to a point in the same area, which should become the end of the vector. In the process of moving Alpha Direct will display and change the vector. Release the button. The constructed vector can be edited by dragging one of its control points.

results : Alfa-Direct will draw the vector and highlight its control points with small squares.

Target : Change the settings of the constructed vector.

Actions : Double click on the vector. Alfa-Direct will open the settings form of the chart window, go to the Graphical objects tab and open the settings panel for this vector. Make changes in this settings panel.

results : On the graph you can interactively see how the changes you make take effect. The settings of user-created graphic objects are saved by Alfa-Direct in its configurations. It is recommended to delete such objects as they lose their relevance. To delete an object, select it with a click and press the Delete key.

Additional options when working with charts

In addition to the above-described options for working with charts, using the menu of the chart window, you can also:

Target : Duplicate window. Action : Press the menu item, - Duplicate. results : Alfa-Direct will create a new chart window and add to it all the instruments, technical indicators, graphical objects, along with their settings, which are available in the first chart window.

Target : move graph to another configuration tab. Action : Press menu item,- Move. From the list of tabs for the current configuration that appears, select, for example, the "POSITION" tab. results : The graph will be moved to the specified tab.

Target : Include the configured chart in the list of templates used when creating new charts. Actions : Same as for files. results : You can create your own list of generic graph shapes, which, when used with templates included, simplifies the process of laying out a new graph.

Trading operations

In order to make a trade operation in Alfa-Direct, the user forms a trade order from the Alfa-Direct Terminal and sends it to the Broker. Having received a Trade Order, the Broker creates one or several (depending on the order type) orders according to it. These orders are displayed to the user in the Terminal; for unfulfilled orders of some types, the user has the opportunity to adjust the price.

Having created an order, the Broker either puts it on the exchange (i.e., forms exchange orders and sends them to the exchange), or waits for the conditions specified by the user in the order to occur, and only then places the order on the exchange.

For the formation of a trade request and its sending, the Trade request form and trading panels are used, which are equipped with some data windows of the Alfa-Direct Terminal.

How to make trades through the "Trading order" form

The Trade Order form allows you to generate and send to the Broker the widest range of trade orders of various types.

Purpose: open the Trade Order form

Actions: go to any data window and press the F2 key.

Result: Alfa-Direct will create a form window and set the instrument and/or subaccount in it, if these parameters can be unambiguously determined from the data window. For example, if you select a line in the quotes window and press the F2 key, Alfa-Direct will set the instrument from the selected line in the Trade Order form.

The form window opens in the so-called modal mode, i.e. while the window is open, access to other windows is blocked. To exit this mode, click the button located in the upper left corner of the window on its title bar. The window can then be linked to other windows.

The form has 3 tabs:

q Standard - for the formation of simple orders, according to which the Broker creates limit or market orders and immediately puts them on the exchange.

q Standard+ - for the formation of orders of more complex types.

q Text - represents the text description of the formed order compiled by Alfa-Direct.

Purpose: Send an order to buy at the market price.

Actions:

Go to the Standard tab. If necessary, in the Subaccount field, set a subaccount to refer to the order that will be created by the Broker when processing the order.

Install the tool using one of the following methods

q In the Issue drop-down list, select the ticker of the instrument (if it exists), and if necessary, change the market in the Market drop-down list (the same financial instrument can be traded on the stock exchange in several markets)

q If there is no instrument ticker in the drop-down list, then click the button with the magnifying glass icon located to the right of the drop-down list. Alpha Direct will open the tool search form. Find the tool in it and press the button in its line in the Select column. Alfa-Direct will install the selected instrument in the form of a trade request.

Click the button located to the right of the Price field, and in the price selection menu that appears, click the MKT (by market) item. After that, the Price field will become blocked from entering.

In the Quantity field, enter the quantity of the purchased tool in pieces.

Choose a direction. To generate a buy order, click the Buy button; to generate a sell order, click the Sell button. Note that changing direction changes the background of the Buy, Sell, and Send buttons.

To check the order, go to the Text tab and read the description of the order.

Click Submit.

Result: Alfa-Direct Terminal sent the generated order to the Broker. Having received an order, the Broker will create a market order and put it on the exchange.

Purpose: Send a buy limit order

Actions:

A buy limit order is formed in the same way as a market order, except for filling in the Price field. For the Broker to place a limit order on the exchange, enter the price in the Price field..gif" alt="(!LANG:D:\CW\UserGuide\Icons\Zoom.png"> (увеличить на 1 шаг) и (уменьшить на 1 шаг).!}

Click Submit.

Result: Alfa-Direct Terminal will send the generated order to the Broker. Having received an order, the Broker will create a market order and put it on the exchange.

More complex orders must be generated and sent on the Standard+ tab.

Consider the formation of a stop-limit order. This order is executed by the Broker as follows. The broker creates a conditional order, but does not immediately place it on the exchange, but starts tracking the current price of the instrument (i.e., the price of the last transaction). As soon as the current price is worse than the stop price specified in the order (i.e. more for a buy order and less for a sell order), the Broker places a limit order of the corresponding direction on the exchange at a price that is worse than the stop price by the amount of the breakthrough specified in the order.

Actions:

Go to the Standard+ tab.

Set sub-count, instrument, quantity and direction.

In the Type drop-down list, set the Stop Limit order type. Alfa-Direct will change the set of displayed fields so that the user can enter the parameters of the stop limit order.

Specify the value of the stop price in the Price SL (stop loss) field. To do this, either enter the price value from the keyboard, or press the button and in the menu that appears, select the percentage by which the stop price will exceed the current price.

Enter the breakout amount in the Breakthrough (max.) field in price steps.

To check the generated order, go to the Text tab and read its text description generated by the Terminal.

Click Submit.

Result: Alfa-Direct Terminal will send an order to the Broker. The broker will create a conditional order and start tracking transaction prices on the exchange in order to process this order.

How to trade in the chart window

The trading panel of the chart window allows you to create orders for the main instrument of the chart window.

To display the trading panel in the chart window, click the button located in the window header.

In order to monitor the results of your trading operations, check the Trades, Orders and Positions boxes on the trading panel.

Purpose: Send an order at the market price.

Actions:

Replace if necessary the main tool of the chart window.

Set the sub-account in the drop-down list located at the very top of the trading panel.

Set the number of the instrument in lots.

Set the order type to Market in the Type dropdown list. Please note that when the user changes the type on the trading panel, the set of displayed input fields for forming an order, as well as the labels on the direction buttons, changes. These inscriptions were supplemented with the designation of the order type, which will be created by the Broker when executing the order. Market orders are assigned the designation MKT.

Set the direction by pressing the BUY MKT or SELL MKT button.

Click Submit.

Result: The terminal will send the generated order to the Broker. Having received an order, the Broker will create a market order and put it on the exchange.

When the market order placed by the Broker is executed, the amount of the instrument in pieces displayed as text next to the Position label will change on the trading panel. If the Position checkbox is selected, and the position for this instrument on the selected sub-account has not become closed, then the position symbol will appear on the chart, indicating the amount.

Purpose: Send a limit order.

Actions:

Set the order type to Limit.

Set the direction by pressing the BUY MKT or SELL MKT button. Alfa-Direct will display the Price input field on the trading panel, and on the chart area of ​​the main instrument, and on the chart area – a moveable level for setting the price. This level will move following the mouse pointer, as well as when the user changes the value in the Price field.

Set the price of the limit order. To do this, move the mouse pointer to the chart area of ​​the main instrument, move the pointer to the level of the price you specified and left-click. Another way to set a price is to change the value in the Price field from the keyboard or using the change buttons that this field is equipped with.

Click Submit.

Result: The terminal will send the generated order to the Broker. Upon receiving the order, the Broker will create a limit order and immediately put it on the exchange.

When the Broker creates a limit order, its designation will appear on the chart at the level of the order price, indicating the direction and quantity in pieces.

When sending a stop-limit order from the trading panel of the chart, not the amount of a breakthrough is set, but a fixed price for sending a limit order to the exchange.

Purpose: Send a stop limit order.

Actions:

If necessary, replace the main instrument of the chart window and the subcount. Set the quantity.

Set the order type to Stop-Limit. The trading panel will display 2 fields for setting the price: Stop - stop price and Limit - profit or loss fixation price, i.e. the price at which the Broker will place a limit order on the exchange when the current price deteriorates to the stop price level.

Set the stop price and limit price. These order parameters are set in the same way as the price of a limit order.

Click Submit.

Result: Alfa-Direct Terminal will send an order to the Broker. The broker will create a conditional order and start tracking transaction prices on the exchange in order to process this order. This order will be displayed on the chart at the stop price of the order.

To change the price of an order on the chart, drag its designation along the price scale with the mouse and click the OK button in the confirmation window that appears.

To delete an order on the chart, click the red cross on its designation in the instrument's price area.

Materials for further study

For further study of the Alfa-Direct Terminal, it is recommended to familiarize yourself with the following materials:

1. Alfa-Direct user manual. Basic information and user operations.

2. Training videos posted on the Alfa-Direct website.

Alfa Direct is a tool for trading on financial markets from Alfa Bank.

The program has a graphical interface, which makes it intuitive and easy to use. It is designed to receive up-to-date information from the markets and conduct transactions with securities.

Alfa Direct Personal Account functionality

The personal account was created to provide a modern range of services to customers around the clock, expanding the user's capabilities. It provides the following services:

• Issuing orders.
• A change of the pin code.
• Withdrawal of earned funds to the account, replenishment of the brokerage account.
• Remote documentary support is provided.
• Opening access to closed subscriptions.
• It is possible to analyze operations, predict the outcome of future operations.
• Providing access to the history of operations for any time of work on the exchange.
• Obtaining expert advice, training in trading on the stock exchange.

Corporate clients get the opportunity to maintain a single investment account, an unlimited number of investment portfolios, taking margin loans, providing comprehensive and individual reporting, etc.

Registration in the account

Before registering in the account, the user must receive an electronic signature. This can be done by contacting the bank with an application to conclude an agreement on opening a brokerage account, and depositing a minimum amount of money into the account.

Another way is to independently issue an electronic signature. To do this, the user installs the Alfa-Direct program on the computer and creates a key on a usb drive. Further, he must also sign an agreement at the bank to open a brokerage account.

The token is activated online after installing the program.

User registration occurs from the official page of the Alfa Direct website.

For registration, the following data is entered:

• FULL NAME.
• E-mail address.
• Cell phone number.
• An SMS code is sent to the phone, which is entered to confirm the number.
• Series and number of the passport.

After entering your personal account, you must go through the procedure for generating an EDS in the "User Questionnaire" menu.

All documents in the personal account are certified by an electronic signature. If the electronic signature key is lost, it cannot be restored. The user will have to create a new electronic key.

To simplify the registration procedure, you can use the "Electronic Registration Wizard" service in the "Become a Client" section.

System menu in Alfa Direct personal account

This menu provides the ability to execute the following commands:

• Connecting/disconnecting the server from standalone operation.
• Clearing the workspace to create a new configuration.
• Opening a previously saved configuration.
• Saving/deleting configurations.
• Software update if a new version of Alfa-Direct is available.
• Shutdown with data output.

Menu Information

The information menu contains the following set of commands:

• Calling the quotes window.
• Use of the Options Board.
• Application queue.
• Deals.
• Quote request.
• Schedule.

Additional services include viewing news, an archive of operations, directories, and chatting.

Operations Menu

This menu performs the following actions:

• Submission of an application for the purchase / sale of securities.
• Cancellation of previously submitted applications.
• Creating an order to withdraw money from the account.
• Transferring money between portfolios within an account.
• Creation of instructions for the withdrawal, transfer, crediting of securities.
• Execution of REPO transactions on registration of credits, loans of securities.
• Submission of an arbitrary order.

Portfolios menu

The menu has the following options:

• View orders and deals made during the trading day.
• View balances of accounts and portfolios.
• View the history of payments, transfers, reports.
• Get an analytical report.

Tools menu

The menu options are as follows:

• Change of personal information.
• Changing the password, telephone code tables.
• Working with EDS.

Ensuring the safety and confidentiality of data

Information security is provided in the program in three ways:

1. Due to closed access to the system. Logging in is possible only after entering the username and password.
2. Encryption of transmission data, which is carried out using the SSL (Secure Sockets Layer) protocol, which ensures confidentiality, data integrity and mutual authentication.
3. EDS use. With its help, the identification of the person signing the documents is carried out.

The Alfa-Direct program installation kit is located on the Alfa-Direct website on the Internet at www.ikrost.ru. The process of installing the program on a computer is simple and does not take much time.

Hardware and software requirements

One of the advantages of the Alfa-Direct program is its cost-effectiveness: it does not require powerful computers with a large amount of memory and free hard disk space, as well as a high-speed Internet connection.

For the Alfa-Direct program to work, you must have:

• 
  computer with at least a Pentium III 1000 processor with 256 MB of RAM (Pentium IV 1500 with 512 MB of RAM is recommended) with Windows 2000/XP/Vista operating system running on it (Windows XP is recommended), as well as MS Internet Explorer version 5.5 installed ( or later);
• 
  at least 100 MB of free hard disk space;
• 
  USB interface for connecting a flash drive or token (or a drive for 3.5-inch drives);
• 
  mouse;
• 
  a video card that supports a screen resolution of at least 800*600 pixels (1024*768 pixels is recommended) and a color palette of at least 256 colors;
• 
  Internet access with a data transfer rate of at least 14.4 kbps (56 kbps recommended).

Note. All instructions for making transactions in the Alfa-Direct program are signed with an electronic digital signature (EDS). To be able to use the EDS, you must have a medium (USB flash memory or token or floppy disk) with the EDS secret key. All clients receive a secret EDS key when registering on the website in the Personal Account or at an Alfa-Bank branch when opening an investment account.

Installation from the company's website www.ikrost.ru

The Alfa-Direct program installation kit is located on the ROST Investment Company website in the Brokerage Services section at www.ikrost.ru.

To install the program you need:

1. 
   Go to the company's website in the brokerage section http://ikrost.ru/ru/trading/ (Fig. 1, 1).

Download distribution Terminal ALFA-DIRECT 3.4 and install the program. To do this, click on the link (Fig. 1, 2). A file upload window will appear. To install the Alfa-Direct program, click the "Run" button (Fig. 2).

The "Installation - Alfa-Direct TM Terminal" window will appear. Press the button "Next >" (Fig. 3).

After that, each time we click on the "Next >" button until the program is installed.

At the end, click on the "Close" button.

1. 
   Download distribution Crypto PROCSP 3.6 (Fig. 1, 3) and install the application. To do this, click on the link (Fig. 1, 3). In the same way as in the case of installing the program, a file download window will appear. To install the "Crypto PRO" application, click the "Run" button (Fig. 2). The application installation window “CryptoPro CSP 3.6 with Rutoken support…” will appear. Click on the "Next >" button (Fig. 4).

After that, click on the "Install" button, and then on the "Finish" button.

Alfa-Direct program files

The installer copies the program files to the folder selected by the user during installation (by default, C:\Program Files\AlfaDirect) on the user's computer hard drive.
Note: in the Windows Vista operating system, Alfa-Direct working folders configs, db, log and options are created in the C:\Users\\AlfaDirect directory

Program update from the Internet

Like any software product, Alfa-Direct is constantly being improved: bugs are fixed and new useful features are added. However, updating the program does not become a problem, since the updated version of the program can be downloaded at any time from the Alfa-Direct server via the Internet.

Advice. You can receive a notification about the availability of a new version of the application on the Alfa-Direct server automatically if you select the checkbox Check for new version on connection tab System dialog box Parameters(command Service | Parameters).

To update the program Alpha Direct follow these steps.

1. 
   Launch the Alfa-Direct program and connect to the server as described in the "Launching the program and connecting to the server" section.
2. 
   On the menu System select a team Update Version. The new version of the program will be downloaded to your computer, after which a message will appear prompting you to restart the program.
3. 
   Click the button OK to close the message box.
4. 
   Select from the menu System command Output to close Alfa-Direct program.
5. 
   Launch the Alfa-Direct program again and connect to the server as described in the "Launching the program and connecting to the server" section. Now you will work with the updated version of the program.

Uninstalling Alfa-Direct

To uninstall a program Alpha Direct from your computer, follow these steps.

1. 
   On the menu Start (start) Windows select command Control Panel (control panel) or Setting | Control Panel (Settings | control panel) , a window will appear Control Panel
2. 
   Select an item Add/\Remove Programs (Add\ Remove Programs)
3. 
   Follow the instructions that appear in the uninstaller window.

The uninstaller will clean up the Windows system registry and remove Alfa-Direct program files from your hard drive.

Alpha Direct- one of the most popular programs for the implementation of trading operations on the exchanges. This terminal is not intended for distribution among brokerage companies. Alfa Direct is a program for Alfa-Bank clients.

The trading system provides access to domestic and foreign markets, including the MICEX and RTS. With it, you can trade stocks, bonds, mutual funds, futures, options, Eurobonds and ADRs. Good conditions for technical analysis of price dynamics, additional options for customizing image visualization using three types of charts (candlestick, line and histogram) and indicators.

Alpha Direct is an effective trading, wide functionality and simplicity in one program.

Alfa Direct program functionality

The main advantages of the terminal are versatility, flexible settings and openness of the interface.
The features of the program include:

• Execution of orders and pending orders
• Margin lending
• REPO transactions
• Ability to trade through a PDA
• Using a demo account

Among the informational features of the program is the online broadcast of world indices (in tabular or graphical form) and quotes. In addition, it contains full-fledged analytical materials from the best Russian traders (comments, reviews, news from Prime-TASS).

The terminal provides advanced capabilities for technical analysis - a built-in module and data export to Metastock and Omega Tradestation (which allow for strategic market analysis). The program also allows you to export data to RSI or Simple Moving Average for real-time analysis.

If desired, a trader can use automated trading using stop-loss orders or transfer orders to other trading sessions. An additional advantage of the system is margin lending. Since the applications are not coordinated, this significantly speeds up the registration process. At the same time, the program monitors the limits itself.
The signals in this trading platform also have their own characteristics - a trader can receive the necessary information about market changes to the terminal, mobile phone, email. This is very convenient for mobile traders.

Alfa Direct allows you to separate the rights of a trader and an investor, and this significantly increases the security of transactions.
And finally, the main feature of this terminal is an unlimited number of portfolios. It's not just convenient. This feature allows you to create and test your personal trading strategies.

Start of work in Alfa Direct

First you need to install the program on your PC. The program is launched through the Start menu or a shortcut on the Desktop. After that, you must enter a username and password. The username will be given to the client after registration.

The main program window contains the following elements - menu, toolbar (can be changed), workspace and status bar.

The menu contains all the functions available in the terminal. In addition to the main menu, the system allows you to work with context menus that are called by right-clicking the mouse.
The toolbar in the program is customizable. It is intended for the most frequently used functions. To customize the toolbar go to Tools | Parameters.
Alpha Direct also allows you to customize your tabs. The convenient arrangement of tabs makes the work of a trader more convenient and faster. Tabs are configured using the context menu.

Quotes in Alfa Direct

Viewing quotes is one of the main functions of any trading terminal. In Alpha Direct, the Quotes window, as a rule, displays data on the most recent quotes. To call this window, go to the menu Information | Quotes or click the corresponding button on the toolbar. The Quotes window contains 49 fields, but 8 fields are displayed by default. In this window, you can buy or sell securities. Using the context menu, you can build a chart, add an instrument, or set up a filter.

An additional advantage of the program is the ability to drag and drop tools from this window to others.

Registration of applications in the terminal

The Orders window contains information on the orders of the current day. To quickly open this window, use the button on the toolbar. There are 28 fields available in this window, but only 16 are shown in the basic settings.