Table of Contents

Quote Board

The Quote Board displays quotes for multiple contracts horizontally. The most common columns are visible by default. Each market will be listed under its corresponding exchange and contract. The market will have a month, market mode, net change, and quotes. You can change the month displayed by clicking the market month and selecting a month from the dropdown. Only the current quote row will be affected. Market mode is an indication of the current market status. A green “Open” status means the contract is ready for trading, if the market is closed or unavailable then the status will be red; orange indicates a pre-open or pre-close state. The net change for the trading day is displayed in red if the market has moved down and blue if the market has moved up. Quotes are displayed with best bid price and volume in blue, best offer price and volume in red, and last traded price and volume in green. Many additional Columns are available in Quote Board Properties.

The Quote Board also allows you to submit orders by clicking the bid and offer columns. Clicking a bid or offer price will open an Order Ticket ready to join the best bid or offer. Clicking a bid or offer volume will open an Order Ticket ready to hit the best bid or offer.

To open a new Quote Board, click Quote Board option from the Main window’s New Item Menu.

  1. Properties Brings up the properties for the Quote Board
  2. Print Allows you to Print, save to clipboard, or copy the account board to excel.
  3. Add Contract Button Opens up the contract picker window which allow you to add and delete contracts
  4. Strategy Activation Click here to choose how many contract months and which strategies you want to display in the market picker when selecting new markets.
  5. Sort Lock Locks the columns and does not allow you to sort them.
  6. DDE Link Enables dynamic streaming of data into Excel. Click the DDE button to make a copy of the current quote board as DDE links. Open an Excel spreadsheet and paste. Market data will begin streaming to the Excel spreadsheet.
  7. Comparison Chart The Quoteboard can be toggled between a grid and chart display.
  8. Tabs Clicking the Green Plus allows you to have multiple tabs on your quote board to easily toggle between different markets on your quote board. You are allowed a maximum of 8 tabs per quote board.
  9. Columns Columns to display. You can add or remove the columns in the Order Book Properties

Adding/Removing Contracts

The new contract button opens a Contract Picker that allows you to choose additional contracts to be displayed in the Quote Board. To display multiple markets for the same contract add the contract to the Quote Board multiple times. Once added, click on the contract month to change the duplicate to the market month you desire. Another option is to use the Quote Board Menu which has the Add Next feature.

TIP: To Quickly remove contracts right click on the contract and choose Remove from the menu. Image Click the new contract button to open the Contract Picker. When the desired contract is selected it will appear in the Quote Board.

Click the new contract button to open the Contract Picker. When the desired contract is selected it will appear in the Quote Board.

  1. Contracts will display just the Contract.
  2. Markets Clicking the Markets button adds a + next to the contract that allows you to choose a specific month or strike. This is helpful with options as you can pick specific strikes instead of all strikes for a contract.
  3. Search You can type either the name or symbol of the product to find it faster.
  4. Add/Remove Clicking the < or > will add or remove the contract to the Quote Board.

Switching Markets

The Spread dropdown allows you to choose whether or not various strategies are visible in the Market Column drop down menu. Choose any strategy you wish to see in the market drop down menu. If you only wish to see the first 2 month, select the first 2 months only option.

Click on the Market Column to change contract months.

TIP: You can also quickly add markets to the Quote Board by right clicking on a specific quote and choosing from one of the options on the Quote Board Menu

Columns

he Quote Board’s column layout is fully customizable. Drag the column header to move, drag the column header side border to resize, and click the column header to resort.

By default the most common columns are visible in a new Quote board many more columns are available and can be added in the Quote board properties.

Column Layout

The Quote Board's column layout is fully customizable. Drag the column header to move, drag the column header side border to resize, and click the column header to resort.

Moving Columns

Move a column within the grid by dragging the column header with your pointer or mouse.

Resizing Columns

Resize the width of a column within the grid by dragging with your pointer or mouse.

Sorting Columns

Click on a column header to sort the grid. Click again to reverse the sort.

Note: not all grids can be sorted.

Descending order.

Ascending order.

Quote Board Menu

The Quote Board menu is opened by right clicking on a single market. The following options are available from the Quote Board menu:

  1. Trade Contract Click to open a Contract window for the current market.
  2. Chart Click to open a Chart for the current market.
  3. Profile Chart Click to open a Market Profile for the current market.
  4. Spread Matrix Click to open a Spread Matrix for the current market.
  5. Market History Click to open a Market History Window for the current market.
  6. Add Next Click to add the next expiry month for the current market.
  7. Remove Click to remove the current selected market.
  8. Remove Duplicates Click to remove any duplicate markets.
  9. Create Groups Click to create enhanced grouping of the Quote Board.
  10. Copy DDE Link Click the DDE link to make a copy of the current quote board as DDE links. Open an Excel spreadsheet and paste. Market data will begin streaming to the Excel spreadsheet.
  11. Flatten Position Click to flatten any positons in the selected market.
  12. Pull Orders Click to pull any working orders in the selected market.
  13. Options List This is a list of any Options markets tied to the selected market. Clicking any of these in the list will pull up an Options Board for the current market.

Tabs

To save on screen space you can have multiple tabs on your quote board to easily toggle between different markets on your quote board.You are allowed a maximum of 8 tabs per quote board.

To change the name of your first tab you can right click on the tab and select rename, from there you can type in whatever name you want to call that tab and click enter and the name will change. right clicking will also allow you to remove a tab as well.

Tip: when clicking remove you can only remove 7 of the 8 tabs a default has to be left.

To add a new tab simply click the green Plus and white box will appear you can then type your unique name in the white box. In the screen shot above I typed in Grains as my name, click enter and your new tab will be named and created. Now you can click new contract button to add the quotes you want on that tab.

Now that your tab is created you can simply click on the tab you want to view those quotes.

Tip: the markets on the displayed tab will subscribe to those markets only the other markets in the tab are not being subscribed to.

Grouping

To create a group on the QB, right-click a row, and from the Create Group(s) sub-menu, choose one of the 4 options:

Once one or more groups are created, rows can be moved within or between groups by simply drag-dropping them.

If the QB is grouped, a new menu item appears to clear the grouping.

Groups can be renamed and assigned colors. Right-click on the group header row and click Rename Group to open the Customize Group dialog window.

Simply enter a new name and/or choose a new color.

Expiring Month Roll

Video Showing how to set this up.

Expiring Month Roll Setup

Comparison Chart

The Quoteboard can be toggled between a grid and chart display. This Comparison Chart allows you to visually see what is happening across different markets without having to read numbers. You can use it for different types of contracts to see at a glance how they are trading relative to each other. You can enable the comparison chart by clicking the 'Market Comparison Chart' button to the right of the 'DDE' button.

Markets can be compared by % Net Change, Volume, Money Flow, RSI and Rate Of Change indicators.

For example, compare % Net Change of grains with treasuries, currencies, crude and gold:

The same markets but shown with history (requires Charting permission). Use the buttons in the top right of the chart to toggle displaying historical data:

The same markets again but this time showing Money Flow instead of % Net Change:

Printing

  1. Print Menu Click the dropdown arrow to the right of the print icon to bring up the printing options.
  2. Print Print the Quote Board. You must have a printer installed to use this feature.
  3. Copy To Clipboard Copies the Quote Board to your clipboard and allows you to paste it into Excel, Word, Paint ETC….
  4. Save To Excel Saves the Quote Board in Excel.

DDE/RTD

Enables dynamic streaming of data into Excel Click the DDE button to make a copy of the current quote board as DDE links. Open an Excel spreadsheet and paste. Market data will begin streaming to the Excel spreadsheet.

Note: If you enable RTD the link will change from DDE to RTD.

How to use DDE

How to use RTD

Trading

The Quote Board not only displays quotes but it also provides basic order submission. Click on the bid and offer price columns to join the market, and click on the bid and offer volume columns to hit the market. An Order Ticket will be displayed before the order is submitted.

  1. Bid Price Clicking on the bid price of the selected market will bring up an order ticket to join the best bid price.
  2. Bid Volume Clicking on the Bid Volume will pull up a sell order ticket to trade immediately against existing bid volume in the market.
  3. Offer Price Clicking on the bid price of the selected market will bring up an order ticket to join the best bid price.
  4. Offer Volume Clicking on the Offer Volume will pull up a Buy order ticket to trade immediately against existing offer volume in the market.
  5. Flatten Allows you to quickly flatten any position in the selected market.
  6. Net Displays your net position in each market that was traded.
  7. Pull Click to pull all the orders out of the selected market.
  8. Working Buys Displays the amount of working Buys in the selected market.
  9. Working Sells Displays the amount of working sells in the selected market.

Hitting the Market

Hitting the market means to trade immediately against existing volume in the market. Click the volume columns to trade against that volume.

  1. Clicking on the Bid Volume. or Offer Volume to trade immediately against existing bid or offer volume in the market.

Use the Order Ticket to submit the new order.

Joining the Market

Joining the market means to increase the best bid or best offer volumes with your order. Click the price columns to submit an order at that price.

  1. Clicking in the bid or offer of the selected market to bring up an order ticket to join the bid or offer.

Use the Order Ticket to submit the new order.

Properties

The Quote Board property pages are used to further customize how information is displayed. Columns can be added, removed, and reordered. The view’s font can also be increased or decreased.

Click the Properties button in the upper left corner of the Quote Board to open the Quote Board Properties.

Columns Tab

Display Tab

Chart Tab

Keyboard Order Entry