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SaxoMobileTrader For iPod Touch* and iPhone* NEVER MISS ANOTHER TRADING OPPORTUNITY *iPod Touchtm and iPhonetm are trademarks of Apple Inc. Contents 1 Introduction ................................................................2 1.1 Getting Started: Accessing SaxoMobileTrader ...........3 1.2 Adding a quick-launch icon to your Home Screen.....4 2 Using the platform.......................................................4 2.1 Trading ....................................................................4 2.1.1 Selecting Your Instrument .................................5 2.1.2 Executing the Trade ...........................................6 2.2 Managing Open Positions ........................................7 2.2.1 Useful definitions: .............................................7 2.3 Managing Open Orders ...........................................8 2.3.1 Useful definitions: .............................................9 2.4 Checking your Account Status ...............................10 2.5 Using Charts ..........................................................11 2.6 Staying updated with the markets ..........................11 3 Contact Us ................................................................12 None of the information contained herein constitutes an offer to purchase or sell a financial instrument or to make any investments. Saxo Bank A/S and/or its group companies (“Saxo Bank”) do not take into account your personal investment objectives or financial situation and make no representation, and assume no liability to the accuracy or completeness of the information provided, nor for any loss arising from any investment based on a recommendation, forecast or other information supplied from any employee of Saxo Bank, third party, or otherwise. Trades in accordance with the recommendations in an analysis, especially, but not limited to, leveraged investments such as foreign exchange trading and investment in derivatives, can be very speculative and may result in losses as well as profits. You should carefully consider your financial situation and consult your financial advisor(s) in order to understand the risks involved and ensure the suitability of your situation prior to making any investment or entering into any transactions. All expressions of opinion are subject to change without notice. Any opinions made may be personal to the author and may not reflect the opinions of Saxo Bank. Please furthermore refer to Saxo Bank's full General Disclaimer http://www.saxobank.com/?id=193 1 1 Introduction SaxoMobileTrader is the perfect tool for any trader on the move. All you need is a mobile device with Internet access and an account. Our mobile trading platform gives you the freedom to manage your orders and positions from anywhere in the world. Never miss another trading opportunity – with SaxoMobileTrader you can access: 160 Forex crosses (incl. Spot Gold & Silver and Forwards) 6,000 CFDs (incl. 16 Index-tracking CFDs) Stocks from 23 major exchanges. Futures from over 15 exchanges Streaming FX Options One account – Three platforms – That Simple. 2 1.1 Getting Started: Accessing SaxoMobileTrader a. Ensure that the device is connected to the internet b. Open the Safari* browser c. Navigate to either: Live www.saxomobiletrader.com Simulation www.saxomobiletrader.com/sim d. Type in your User ID and Password and click OK 3 *Safari is a trademark of Apple Inc. 1.2 Adding a quick-launch icon to your Home Screen a. Go to the log-in page of SaxoMobileTrader b. Press the “+” icon on the bottom of the screen c. Select ”Add to Home Screen” 2 Using the platform 2.1 Trading Trading your favorite instruments on SaxoMobileTrader is easy. See the rest of this section for details. Trading is subject to Saxo Bank’s General Business Terms available at www.saxobank.com 4 2.1.1 Selecting Your Instrument a. Choose Market Prices from the main menu b. Choose your instrument from the list c. If it is not on the list: Scroll down, type the name for the instrument and press the “SEARCH” button. d. Alternatively, you can scroll down to the bottom and choose “CUSTOMIZE” – this allows you to add and remove instruments. 5 2.1.2 Executing the Trade a. Once you have selected your instrument under “Market Prices”, just click on the price under “SELL” or “BUY” respectively to place your trade. b. Once you accessed the trading window specify the details of your trade, and select “CONTINUE”. To execute the trade, press “YES”. Related orders can be added and an FX Spot trade can be changed to a Forward Outright order if you wish. 6 2.2 Managing Open Positions a. Choose “Open Positions” from the Main Menu and you will see a complete overview of your positions b. Click on the “+” icon to the left of the instrument and you will be presented with the details of the position c. You can add related orders to the specific position by clicking on the underlined position ID d. Close a position by clicking on the “×” icon 2.2.1 Useful definitions: L/S: This indicates whether your position is long or short Amount: This shows the nominal value of your position. K = thousand, M = million P/L: Shows the total Profit or Loss for the given position, at current mid market price 7 2.3 Managing Open Orders a. Choose “Open Orders” from the Main Menu b. Use this section to place new or related orders. The latter is marked with a grey background. c. To manage related orders, click on the underlined instrument symbol of the order (see example GSEN:xnas) d. To cancel orders or possible related orders, click the “×” 8 2.3.1 Place Order: Price: Useful definitions: Use this to create a new order on any instrument of your choice This shows you at which price your order is set to be executed. Subject to Saxo Bank’s General Business Terms. 9 2.4 Checking your Account Status a. Choose “Account Status” from the Main Menu b. The Account Status gives you a snapshot of your trading account c. The “Cash and Positions Summary” gives you the key figures concerning the value of your account. This includes unrealized profit/loss, transactions not yet booked and cost to close d. Scroll down to see the “Margin Summary”. This overview contains information in regards to your margin exposure in the market e. To update this information click on the “Refresh” button at the bottom of this page 10 2.5 Using Charts a. Choose “Chart” from the Main Menu b. Select an instrument from the drop down menu or click “More” to browse all instruments c. Scroll down and click “Chart Settings” to customize your chart Under Chart Settings you can set your chart view by selecting your preferred period and chart type (Line, OHLC, HLC or Candlestick). You can also change the chart size to fit the screen on your device. To automatically set the optimal size for your device, select the “Auto” setting. 2.6 Staying updated with the markets The sections “Market Updates” and “News” on the Main Menu provides you with all the latest financial information and news. 11 3 Contact Us To learn more, feel free to contact us: Saxo Bank A/S Philip Heymans Allé 15 2900 Hellerup Denmark Phone: (+45) 3977 4000 Fax: (+45) 3977 4200 E-mail: [email protected] Or visit: www.saxobank.com 12 13 None of the information contained herein constitutes an offer to purchase or sell a financial instrument or to make any investments. Saxo Bank A/S and/or its group companies (“Saxo Bank”) do not take into account your personal investment objectives or financial situation and make no representation, and assume no liability to the accuracy or completeness of the information provided, nor for any loss arising from any investment based on a recommendation, forecast or other information supplied from any employee of Saxo Bank, third party, or otherwise. Trades in accordance with the recommendations in an analysis, especially, but not limited to, leveraged investments such as foreign exchange trading and investment in derivatives, can be very speculative and may result in losses as well as profits. You should carefully consider your financial situation and consult your financial advisor(s) in order to understand the risks involved and ensure the suitability of your situation prior to making any investment or entering into any transactions. All expressions of opinion are subject to change without notice. Any opinions made may be personal to the author and may not reflect the opinions of Saxo Bank. Please furthermore refer to Saxo Bank's full General Disclaimer http://www.saxobank.com/?id=193 14 “Never miss another trading opportunity” 15