POEMS Mobile(Forex) User Guide | Phillip Securities Group

Forex Trading Platform

Home

User Guide

Content Page

1. Getting Started
- 1.1 Login
- 1.2 Menu Page
2. Using the System

1. Getting Started

1.1 Login

The login page will be as shown below

Function and Usage

1. User ID, password	For user to key in the POEMS account number and password.
2. Terms & Conditions	You must read the terms and conditions carefully before using the services.
3. Hotline	For user to tap on the icon to call customer service hotline directly.

1.2 Menu page

List of Icons

1. Watchlist	The watch list module will display the user default FX watch list.
2. Trade	The trade module allows user to submit trades for Forex.
3. Order Status	The Order Status module will display the list of orders that are submitted today and past orders.
4. News	The News module displays the list of News item that are currently posted.
5. Announcement	The Announcement module displays a list of latest announcements that are posted on POEMS Mobile platform.
6. Portfolio	The portfolio module will display the open position and account balance.
7. Settings	The setting module will allow user to set their preferences.
8. Hotline	For user to tap on the icon to call our Forex hotline directly.
9. Deposit	The deposit module will display the deposit method and Phillip bank accounts.
10. Help	The help module will redirect user to the Help/Support page.
11. P button	At any time when you click on the button, it will bring you back to the menu page.
12. Search	Clicking on the search will bring the user to the search page to search for any counter of interest.
13. Logout	Clicking on the "Logout" button will log the user out of the platform.

2. Using the System

2.1 Watchlist

Function and Usage

1.	This panel will display the contract name
2.	This panel will display the buy price and lowest price. Tap on the buy price to enter the page 'Trade'.
3.	This panel will display the sell price and highest price. Tap on the sell price to enter the page 'Trade'.
4.	Swiping left/right will switch between the different watch lists.

2.2 Market Order

Function and Usage

1.	This panel will display the contract name, bid price and ask price.
2.	Order Type - For user to select market order, limit order or stop order.
3.	Order Duration - For user to select day order or GTC order.
4.	For user to key in the price and quantity for the order submission. The Price is shown as '0' for market order.
5.	User is required to key in the password again after tapping on 'Buy' button to confirm submission of order. (The button will be displayed as 'Sell' if it is a sell order.)
6.	Tap on the button to change the order from 'Buy' to 'Sell'.
7.	Roller function to allow user to select the price and quantity from a set of predefined values.

2.3 Limit Order/Stop Order

Function and Usage

1.	This panel will display the contract name, bid price and ask price.
2.	Order Type - For user to select market order, limit order or stop order.
3.	Order Duration - For user to select day order or GTC order.
4.	For user to key in the price and quantity for the order submission. Tap on the Buy/Sell Price to key in the price automatically.
5.	User is required to key in the password again after tapping on 'Buy' button to confirm submission of order. (The button will be displayed as 'Sell' if it is a sell order.)
6.	Tap on the button to change the order from 'Buy' to 'Sell'.
7.	Roller function to allow user to select the price and quantity from a set of predefined values.

2.4 Order Confirmation

The order confirmation page is used as a confirmation check for the submitted order. The user is required to check the order input and key in the password to confirm submission of order.

2.5 Order Type

Function and Usage

1.	Market Order - For user to place an order to buy or sell at the best price available. The price will be shown as '0'.
2.	Limit Order - For user to place an order to buy or sell at a specific price.
3.	Stop Order - For user to place an order when market price drops below a designated level.

2.6 Order Duration

Function and Usage

1.	Day Order - For user to place an order that automatically expires if not executed on the day the order is placed.
2.	GTC Order - For user to place an order that lasts until the order is completed or cancelled.

2.7 Order Status

Function and Usage

1.	Outstanding Orders - The outstanding orders module will display the list of orders that are submitted but not yet done.
2.	Completed Orders - The completed orders module will display the list of orders that are completed today.
3.	This panel will display the details of the orders submitted.
4.	To withdraw an order, please tap on the order to get a withdraw pop up.

2.8 Withdraw Confirmation

Tap on the 'Withdraw' button to confirm withdrawal.

2.9 Withdraw Success

The pop up 'Withdraw Success' shows the order is successfully withdrawn.

2.10 Portfolio

Function and Usage

1.	Open Position - This module will display the open position.
2.	Account Balance - This module will display the account balance.
3.	This panel will display the details of contracts. Swiping left will show more information.

2.11 Search

Clicking on the search will bring the user to all Forex contracts.