Smart Dealer

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Smart Dealer 2.0.1

* Introduction:

What is VertexFX Smart Dealer?
Smart dealer is an application from the VertexFX Trading solution that will enable you to handle all your chatting orders within it, automatic dealing, manual dealing and clever handling for market orders.
Using smart dealer and after working for a minute at your margin settings for the symbols you will manage all of your orders handling at the Chatting Screen to be handled according to some handling criteria available at the smart dealer.
Or you can choose to disable the smart dealing, then you will receive the quotes at a man ual chatting screen as same as in the BackOffice.




* What`s New In This Version?


Version 2.0.1of VertexFx Smart Dealer has several new features and functions that make the dealing with it easier and more flexible. We have taken our customers'suggestions and notes into consideration; the conclusion of that is new version which has the following features:

1- Manual chatting screen (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/ManualChatWindow.html):
Now, a manual chatting screen like the one on the backoffice platform available on smart dealer platform.

2- Enable/Disable smart dealing for market orders (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/MarketOrderDealingMode.html):
Now, you have the ability to enable or disable smart dealing option for market orders.


3- Enable/Disable smart dealing for Limit orders (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/Limit-StopOrdersDealingMode.html):
Now, you have the ability to enable or disable smart dealing option for Limit/Stop orders.

4- Enable/Disable smart dealing for orders liquidations (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/LiquidationDealingMode.html):
Now, you have the ability to enable or disable smart dealing option for orders liquidation.

5- Smart dealer settings per symbol (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/EditSymbolSettings.html):
Now, you can set the acceptance margin, Waiting time, Acceptance Mode per symbol.

6-Acceptance Margin for all modes (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/General.html):
Now, acceptance margin value apply for all acceptance modes for orders.

7- Market price (Tick Mode): (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/MarketOrderDealingMode.html)
Now, new market orders handling mode that handles the orders according to the number of coming price ticks.

8- Smart it option (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/ManualChatWindow.html):
Use smart it button at the manual chatting window if you want it to be handled by smart dealing window.

9- New Journal window (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/Journal.html):
Journal window now show you specific details for all transaction done by smart dealer.

10- More specific orders Log (file://hybrid-server/company%20shared/Writeup/Technical%20Writing/SD%20Help/OrderLog.html):
Saving the history for all orders that has been handled by smart dealer in list view

11- More stability:
We handled many runtime errors to lunch more stable version of smart dealer.










* Logging On:


To logon to Smart Dealer:Go to File → Login (Ctrl +L).

When the small window appears to you, fill-in the user name and password for dealer SD. Once you do, you are officially connected to the system now and ready to use.
You can click on the check box: Save username and password, so you wouldn't have to type your username and password every time you log on.
Server: This term developed to specify the server you connecting through it, and it will be useful when you have Backup Server to switch your connection to it when you facing disconnection case with the main server. In this field you will find your system name which represent the IP address and port number for your server.


* Smart Dealing Chat Window:



This window dealing with orders which smart dealing is enabled for it.

The orders arrive to this chatting window and stay there for the period of time you set in timer option for the symbol in that order.

This window handles the positions after a certain period of time according to the configuration you set for each symbol.

The order will remain in this window for X time then will be accepted (if the price didn’t exceed the acceptance margin value), rejected (in case its limit order and you set the Limit/Stop orders dealing mode to reject always) or re-quoted (by the best price or market price according to market orders dealing mode you set)







* Manual Chat Window:


· Through which dealers start receiving requests and quotes from clients who are trading on symbols that you didn’t enabled smart dealing mode for it. You can accept it, change price or reject it.

· To change the price, click on the desired value button (+, – to increase or decrease the price). To increase the price by 15 pip then click on +5 button three times.

· If you for some reasons, don’t want to deal with some orders in manual chatting then simply click the button Smart It and the order will be transferred and handled by smart dealing chat window.

· The chatting window is divided into two halves, the upper half gets all positions (market orders) except the managed ones (Limit/Stop orders and SL/TP orders) which go down to the lower half when the order hits.

· Dynamic re-quoting in manual chatting screen: new seven re-quoting buttons in chatting screen instead of 2 arrows (up and down) to make it easier and faster for you. You can re-quote the orders by +1, +10, +50, -1, -10 or -50 pips instead of clicking on up and down arrows to increase or decrease the price pip by pip.
· By one click on market price button, the order will be re-quoted with the current market price.
· Also, by double click on the sent price field you will be able to edit it and write the desire price manually.

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* Journal:


· Includes all transactions that done by smart dealer, all the orders results, all the accepted positions, the rejected or ignored ones and why they were rejected or ignored.
· It simply includes everything done by the smart dealer on the current session level, which means that if you re-opened smart dealer you will find empty journal.

· To check the journal history for the current session or the old sessions, then right click on journal window and choose “Open Containing Folder”. That will open log folder that contains journal history.



* Orders Log:



· Includes all orders history that done by smart dealer, all the orders results, all the accepted positions, the rejected or re-quoted ones and at what price and time they were re-quoted or accepted.
· It simply includes every position treated by the smart dealer on the current session level, which means that if you re-opened smart dealer you will find empty orders log.

· To check the orders log history for the current session or the old sessions, then right click on orders log window and choose “Open Containing Folder”. That will open orders log folder that contains orders log history.



Tools à Symbol Settings:



In the smart dealer, go to the menu bar and select options from Tools, edit symbol settings will appear.



· By double click on any symbol, small window that has four Tabs will appear:
- General tab.
- Market orders dealing mode tab.
- Limit/Stop orders dealing mode tab.
- Liquidation dealing mode tab.






* Edit Symbol Settings:



From this window, you can change the settings of certain symbol/symbols in the same time.

By selecting the desired symbols then click on Change All Checked, then any change in settings will applied for all of those symbols.

You can check the box beside Change all checked to check all symbols then any change in the settings will be applied for all of the used symbols in smart dealer.




* General:


Three are two general settings for every symbol from general tab which you can use with the symbols you enabled smart dealing for it:

Maximum waiting time: To set the desired maximum period of time for certain symbol(s) in seconds (1 sec minimum and 60 sec maximum), so that symbol(s) orders wait in smart dealing chat window before smart dealer handle it.


Acceptance margin: To set the desired acceptance margin value for certain symbol(s), so smart dealer consider it when handling that symbol orders.


Client orders will be accepted if they didn’t exceed the acceptance margin value during the period of time you set before.

Important note: acceptance margin value depends on the pip location.(For example: 5.000 acceptance margin for EURUSD is too big value where 0.0005 acceptance margin is logical value)



* Market Order Dealing Mode:


Checked box besides enable smart dealing means that any market order for this symbol will be handled by smart dealing window.

Smart dealing modes:
1- Best price mode: calculate the best price for the dealer during the waiting time you set for this symbol and re-quote the order with that price.

2- Market price (Time mode): take the last market price after the waiting time and re-quote the order with that price.

3- Market price (Tick mode): when you enable this mode, you must set the desired number of ticks.
This mode takes the price of certain tick (according to ticks number) and re-quote the order with that price.








* Limit/Stop Orders Dealing Mode:



Checked box besides enable smart dealing means that any Limit/Stop order for this symbol will be handled by smart dealing window.

Smart dealing modes for Limit/Stop Orders:
1- Accept always: This mode will accept any Limit/Stop order that reach smart dealing window.

2- Reject always: This mode will reject any Limit/Stop order that reach smart dealing window and transfer it to another chatting window for confirmation.



* Liquidation Dealing Mode:



Checked box besides enable automatic liquidation means that any liquidated orders for this symbol will be handled by smart dealing window.