AFCSecurities LiteTM - User Quick Start Guide
 

  We have developed a 'Quick Start Guide' to help you become familiar with the features of our AFCSecurities LiteTM platform. Listed below is a step-by-step overview of features and functionality.

[Status Button] The Status button will show whether the trader is connected to our servers. These are located at the top of the platform. You may choose to try and connect by hitting the red Connect button, but you must have all of the appropriate information typed into the Login section located at the bottom of the platform.
        

[Login Information] The Login section of the program will prompt you for information that will allow the trader to connect to our severs and receive quote information from the exchanges and ECNs while also receiving trade information from our trade servers to make transactions. Your Broker Dealer will provide your user name, password, domain, and account number to place into these fields. The server address and port number will change at times and will also be provided to you by your Broker Dealer. As long as you have typed in the proper information you should be able to connect by hitting the connect button. If you are behind a firewall then you may have to open ports 3200 to 3250 in order to connect.

[Quote Views ]

Major Market Indices : NASDAQ (NASDAQ Stock Exchange) DJIA (Dow Jones Industrials) S&P 500 (Standard and Poors 500).

[Quote Window]

Place up to 5 symbols into the Quote Window. Just type the symbol in and hit Enter to view the following fields.  
[Order Entry ]

To start the process of making a trade you must first choose one of the Buy, Sell, or Short buttons. A button will highlight in green when it has been chosen. Only one of these buttons may be chosen at one time. 
Type the symbol that you would like to make a transaction on into this window and hit Enter. This will populate the Window below called Exchange with the proper Exchange that the security trades on.
The Exchange Window that will be populated automatically when you type a symbol into the Symbol Window. You should not try to type in your own exchange into this window. The program is designed to place the proper exchange in this window. The Shares W indow is the window that you will place the amount of shares that you would like executed based on your trade parameters.

The Price Window is where you will place the price at which you would like a Limit Price executed or a Stop Limit execution.
If you would like for the system to place the current Bid or Ask price of the symbol that you have typed in the Symbol field above just hit the Bid or Ask button in this window.
The Stop Price Window allows the trader to enter the trigger price that will enact a Stop Order.  
This 'Place Order' execution button will turn to Green when you have all of the required fields and or buttons properly filled in or chosen. This button is the button that when chosen will submit your order to the exchange or ECN.
This is the button to be chosen when placing a Limit order. You will need to also remember to place your limit price into the Price Window.
This is the button to be chosen when placing a Market order. The word Market will be placed into the price window automatically when this button is chosen.

Stop Market Order  A Stop Market Order is an order to buy or sell at the market price once the security has traded at a specified price called the stop price.  A stop
order becomes a market order when the stop price is reached.  You may use a Stop Market Order to exit a position or enter a position.

When placing a Stop Market Order you must also type in a stop price in the Stop Price Window. The word Market will be placed into the price window automatically when this button is chosen.

Stop Limit Order A Stop Limit Order is an order to buy or sell at a specified price or better
(called a stop-limit price), but only after a given stop price has been
reached or passed. It is a combination of a stop order and a limit order.

When placing a Stop Limit Order you will have to fill out two required Price windows. The Price window which will be the price at which the Limit Price for execution goes in. The Stop Price window will be at what price the actual Stop is triggered.
Trailing Stop Orders  This button may be chosen if the user wants his Market Stop Order to be a Trailing Stop Order. If this is chosen you must enter a trail amount in the Stop Price window. A trail amount is a value that you will choose to follow a stock price by that value in the direction that is advantageous. If the stock price moves in a direction that is not advantageous to your position then the stop price will stay static. The existing Stop Price will always be at or less than the Trail Amount.
This feature can be chosen if the trader wants the transaction to be a cash transaction

GTC orders may be placed through the platform by choosing this button. A GTC order will stay active on a daily basis until the trader cancels it.
[Orders Screen]

When you place an order on BC EXE it will appear in this window. The orders screen will allow the trader to view the:

Order No. = Important for identifying tradeS

Symbol = Stock Symbol

Action = BUY or SELL

Type = GTC Good Till Cancel , STOP Stop Order, MKT Market, LMT Limit

Price = Limit Price of Order

Shares = Amount of Shares

Pending = Amount of Shares not filled on the Order

Executed = Amount of Shares Executed on the Order

Avg. Price = The Avg. Price of the total shares executed so far

Last Time & Status = The order condition at this point in time

[Open Positions ]

The Open Positions screen allows the user to view all long positions on the left, and all short positions on the right side while displaying pertinent information relating to the position.

[Position Minder ]

This feature combines all positions whether they are partial fills or not into one position to keep track of. This Position Minder also allows the trader to view in real time positions that are opened including the Profit and Loss from the inception of the trade.  

[Posi Tracker ]

This feature allows the trader to view all positions from a full position fill to a partial position fill on an Intraday level. Posi Tracker also allows the trader to view in real time positions that are opened including the Profit and Loss from the inception of the trade.  

[Orders ]

The Orders tab shows all orders that are complete fills. This Orders tab also allows the trader to view all of the fields below including Avg. Price which will combine any partial fills and calculate an average price of the fill.  

[Order Detail ]

The Order Detail tab shows all orders that are complete and partial fills. This Order Detail tab also allows the trader to view all of the fields below including Exe. Price which will show any execution price fill whether it be complete or partial.  

[Account Status ]

The Account Status tab will allow the trader to view his account information in detail. Buying Power is important to keep track of and the Account Status section of the program separates BP from how much buying power the trader has to buy stocks to the selling of naked options. The Profit/Loss section shows P&L from previous day’s close to the current intraday closed to the current positions that are still open.

[Alerts ]

This feature has been disabled for the BC-EXE program.