Knowledgebase
* This report will show you the logins history log for your
client(s) and dealer(s).
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the desired account or Office you want...
* This report will show you the account(s) which they are close to
be liquidated, which if the amount that if their Effective Margin gets
less than the amount which is set in the account(s) parameters
[http://www.hybridsolutions.com/support/index.php?/K...
* This report will show you the details of each SMS sent in your
whole system or for a certain account(s)/ office(s).
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the d...
* This report shows the infomations for all the accounts of your
clients.
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the desired account or Office you want,
and you w...
* This report shows the net open position details for all the
accounts of your clients.
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the desired account or Office you w...
* This report shows the open position details for all the accounts
of your clients.
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the desired account or Office you want,...
* This report shows the account status for all the accounts of your
clients.
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the desired account or Office you want,
and yo...
* This report shows all the current pending Limit/Stop orders and
SL/TP orders in your whole system or for a certain account(s)/
office(s).
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the...
* This report will show you the entire market orders done in your
whole system or for a certain account(s)/ office(s).
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and choose the ...
* This report shows all the all the money transactions represented
by either Deposit, Withdrawal, Adjustment, Credit In or Credit Out
done by any dealer in the system.
* When you choose this report from the reports list a new window
appears as the fol...
* This report will show you the entire transactions done in your
whole system or for a certain Account(s)/ Office(s) Group(s).
* When you choose this report from the reports list a new window
appears as the following image.
* Go to the tree and ch...
* This report shows the net closed positions on each symbol
with more detail for the account(s), since it shows all the symbols
for each account.
* When you choose this report from the reports list a new window
appears as the following image.
* Go ...
* This report shows the net closed positions on the symbols types
(spots and future) of the account(s).
* When you choose this report from the reports list, a new window
appears as the following image.
* Go to the tree and choose the desired accoun...
* Many reports can be generated using the VertexFX Backoffice, which
helps you to know anything about your clients and their transactions
or any transactions is done in the system.
* By pressing right click on the reports window a list will open as
th...
This is a quick over view on how to edit the "Profit formula" of your
symbols, and recommended Trading Stoppage Seconds that you need to set
from Symbols Settings --> Trading Time panel --> then enable "Stop
trading on this symbol after prices stopping f...
Use this option to edit the settings of a certain symbol. This can be
done by right click on the desired symbol and choose edit, and after
you finish from changing the desired setting of the selected symbol
press the Save button.
When you edit the settin...
In VertexFx system, you will need a data feed so your system will be
able to get the rates of the symbols to be reflected on the market
watch, that's why there must be at least one data feed on the system
and with the multi-feed feature you will be able t...
The configuration tab in the Backoffice terminal is one of the most
important tabs. It allow you to set the system configurations and edit
them. The changes under its options will be reflected for the whole
system.
[Configuration]
The options of the con...
In the Symbols Settings tab you will see all the existing symbols in
your system that your dealer have privilege on. By right clicking on
any symbol/ group you will get some options as the following image:
[SymbolsSettingsOptions]
1- NEW GROUP
[ADDNEWG...
In the Auto Broker tab you can control the way how your system will
act and handle clients orders. It contains the following options:
Option
Description
For Market Orders
You can choose one of these three options:
* OFF AUTO BROKER FOR AL...
Two banners in the bottom of the platform were built to deliver two
classes of news Public/ Private for the client and dealers sides:
Public slide news:
The Public News Banner used for dealing news for clients & dealers,
you can edit them from the config...
When you open the System Options window [SystemOptions] of the
platform, any changes made here will effect the whole system and all
clients. It contains eight tabs as following:
1- General
The General tab contains two parts (Proxy Server, General).
...
The vStore panel is the market place for VertexFX ISV plugins
[http://www.hybridsolutions.com/plugins.html], some of the
plugins are free while the others are paid. vStore is divided to the
following tabs:
* Backoffice Plugins:
Contains backoffice plug...
* Now by this option you can make warning alert and the system will
alarm you when certain symbol reaches your targeted value when press
right click a context menu will appear which has the following
options:
[AlertOptions]
Option
Description
...
* Through VertexFX you will be updated with any new story, VertexFX
provide live news, with VertexFX you will read fresh story moment by
moment and from trusted source.
* Using the Search Headlines you can type any word or date that
relates to t...
* The journal panel shows you a brief of the recent transaction done
by the dealer since the last login for him, this window consist of the
following:
Column Name
Description
Time
The date and time of the transaction
Message
Th...
[History]
* The history panel shows you the history of transaction that have
been done for a certain period that belongs to the selected account.
Beside the History panel title, there is the transaction count
history tab's title, it consist of the foll...
[NetTrade]
* The Net Trade Panel shows the net open positions with the details
of each opened (Buy/Sell) Symbol:
Column Name
Description
Symbol
The symbol name
Amount
The net amount of each opened symbol
NH
The net hedged ...
[Trade Panel]
* The Trade Panel shows all the opened positions with the details of
each one which belong to your client(s), you may switch between the
clients’ accounts by double click on the client(s) account:
Column Name
Description
Ticke...
The administration panels consist of seven windows, each window has
its functionality and options. You can show/ hide any administration
panel from the View Toolbar
[http://www.hybridsolutions.com/support/index.php?/Knowledgebase/Article/View/2380].
1- C...
The Plugins Toolbar contains three tools by default (Calculator, Visit
Our Website and Contact us), and you can also add more plug-ins from
this button [AddPlugin].
To add a new plug-in, press on the Add Plug-in button and the Plug-ins
Manager window wil...
This is the tick chart toolbar, which contains some options for the
tick chart window, and they are as the following:
1- Show/ Hide
* From this part you can show or hide the ask line in the tick chart
window.
* You can view the cursor as crosshai...
This is the Charts Technical Analysis which contains eight sections
as the following:
1- TRADE
* New Position to open the one click trade screen
[http://www.hybridsolutions.com/support/index.php?/Knowledgebase/Article/View/2400]
to place New Positi...
This is the Charts Toolbar which you will be able from here to control
the settings of viewing the chart window. It contains eight sections
as the following:
1- PRICE STYLE
* Candlesticks [Candlesticks] to view the chart candles as sticks
in chart win...
This is the View Toolbar which you will be able from here to edit the
settings of viewing the platform. It contains two sections as the
following:
1- SHOW /HIDE WINDOWS
* Chatting Screen is to open or close the chatting screen window
of the Adm...
[Home ToolBar]
This is the Home toolbar which contains six sections; each section may
have several options:
1- TRADE:
* Manual New Position
[http://www.hybridsolutions.com/support/index.php?/Knowledgebase/Article/View/2400] [Manual
New Position] cho...
LOG ON TO THE SYSTEM
* You can log in to Backoffice terminal by:
1- Choosing the start bubble [logo] from the
upper left corner and choose login [login].
2- You can go to the toolbar and select the Home
option then go to the Admi...
Help Desk Software by Hybrid Solutions