Strumenti Utente
en:planning
Differenze
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| Entrambe le parti precedenti la revisione Revisione precedente Prossima revisione | Revisione precedente | ||
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en:planning [2016/09/01 14:35] playoptions |
en:planning [2018/02/22 10:56] (versione attuale) playoptions |
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| ===Strategy=== | ===Strategy=== | ||
| - | |{{:eng_strategy.png?nolink }}| It open the submenu Strategy || | + | |{{:eng_strategy.png?nolink }}| it opens the submenu Strategy | |
| - | |{{:eng_strategy_new.png?nolink }}| It creates a new Strategy|| | + | |{{:eng_strategy_new.png?nolink }}| it creates a new Strategy | |
| - | |{{:eng_strategy_open.png?nolink }}| It allows to open a previously saved Strategy || | + | |{{:eng_strategy_open.png?nolink }}| it allows to open a previously saved Strategy | |
| - | |{{:eng_strategy_save.png?nolink }}| It allows to save the Strategy currently in use|| | + | |{{:eng_strategy_save.png?nolink }}| it allows to save the Strategy currently in use | |
| - | |{{:eng_strategy_settings.png?nolink }}| It opens the window [[strategy_settings|Strategy Settings]] for the strategy settings|| | + | |{{:eng_strategy_settings.png?nolink }}| it opens the window [[strategy_settings|Strategy Settings]] for the strategy settings | |
| - | |{{:eng_whatif_show.png?nolink }}| it open the window [[what-if_history|What-If History]] where there are stored all the transactions carried out by the function [[what-if|What-If]]|| | + | |{{:eng_whatif_show.png?nolink }}| it opens the window [[what-if_history|What-If History]] where there are stored all the transactions carried out by the function [[what-if|What-If]] | |
| ===Planning=== | ===Planning=== | ||
| Linea 37: | Linea 37: | ||
| ===Actions=== | ===Actions=== | ||
| - | |{{:eng_wf_new.png?nolink|}}| It create a new Plan for the Strategy| | + | |{{:eng_wf_new.png?nolink|}}| it creates a new Plan for the Strategy | |
| - | |{{:eng_wf_edit.png?nolink|}}| It allows you to edit the selected Plan| | + | |{{:eng_wf_edit.png?nolink|}}| it allows you to edit the selected Plan | |
| - | |{{:eng_wf_delete.png?nolink|}}| It delete the selected Plan| | + | |{{:eng_wf_delete.png?nolink|}}| it delete the selected Plan | |
| ===Edit=== | ===Edit=== | ||
| - | |{{:eng_wf_finish.png?nolink|}}| It confirm the changes made to a Plan| | + | |{{:eng_wf_finish.png?nolink|}}| it confirms the changes made to a Plan | |
| - | |{{:eng_wf_cancel.png?nolink|}}| It cancel the changes made to a Plan| | + | |{{:eng_wf_cancel.png?nolink|}}| it cancels the changes made to a Plan | |
| ===Objects=== | ===Objects=== | ||
| - | |{{:eng_wf_start.png?nolink|}}| It allows you to enter the starting point of the Plan| | + | |{{:eng_wf_start.png?nolink|}}| it allows you to enter the starting point of the Plan | |
| - | |{{:eng_wf_end.png?nolink|}}| It allows you to enter the end point of the Plan| | + | |{{:eng_wf_end.png?nolink|}}| it allows you to enter the end point of the Plan | |
| - | |{{:eng_wf_condition.png?nolink|}}| It allows you to insert a condition in the Plan| | + | |{{:eng_wf_condition.png?nolink|}}| it allows you to insert a condition in the Plan | |
| - | |{{:eng_wf_action.png?nolink|}}| It allows you to enter an action in the Plan| | + | |{{:eng_wf_action.png?nolink|}}| it allows you to enter an action in the Plan | |
| - | |{{:eng_wf_junction.png?nolink|}}|It allows you to place an hub for the links of the Plan| | + | |{{:eng_wf_junction.png?nolink|}}|it allows you to place an hub for the links of the Plan | |
| ===Links=== | ===Links=== | ||
| - | |{{:eng_wf_generic.png?nolink|}}| It allows you to insert a link between the starting point of the Plan and the condition, between the action and the end point and between actions. It connect the components of a Plan which are not subject to a decision (Yes or No)| | + | |{{:eng_wf_generic.png?nolink|}}| it allows you to insert a link between the starting point of the Plan and the condition, between the action and the end point and between actions. It connect the components of a Plan which are not subject to a decision (Yes or No) | |
| - | |{{:eng_wf_yes.png?nolink|}}| It allows you to insert a link between conditions and actions, in case the condition is verified| | + | |{{:eng_wf_yes.png?nolink|}}| it allows you to insert a link between conditions and actions, in case the condition is verified | |
| - | |{{:eng_wf_no.png?nolink|}}| It allows you to insert a link between conditions and actions, in case the condition is not verified| | + | |{{:eng_wf_no.png?nolink|}}| it allows you to insert a link between conditions and actions, in case the condition is not verified | |
| ===Tools=== | ===Tools=== | ||
| - | |{{:eng_wf_delete_object.png?nolink|}}|It delete the selected object of the Plan| | + | |{{:eng_wf_delete_object.png?nolink|}}| it delete the selected object of the Plan| |
| - | |{{:eng_wf_bring_to_front.png?nolink|}}| It allows you to move the selected item to the first level, therefore in foreground| | + | |{{:eng_wf_bring_to_front.png?nolink|}}| it allows you to move the selected item to the first level, therefore in foreground | |
| - | |{{:eng_wf_send_to_back.png?nolink|}}| It allows you to move the selected item to the last level| | + | |{{:eng_wf_send_to_back.png?nolink|}}| it allows you to move the selected item to the last level | |
| - | |{{:eng_wf_move_front.png?nolink|}}| It allows you to advance the selected object of a level | | + | |{{:eng_wf_move_front.png?nolink|}}| it allows you to advance the selected object of a level | |
| - | |{{:eng_wf_move_back.png?nolink|}}| It allows you to move down the selected object of a level | | + | |{{:eng_wf_move_back.png?nolink|}}| it allows you to move down the selected object of a level | |
| ===Zoom=== | ===Zoom=== | ||
| - | |{{:eng_wf_reset.png?nolink|}}| It reset the zoom| | + | |{{:eng_wf_reset.png?nolink|}}| it resets the zoom | |
| ===Simulation=== | ===Simulation=== | ||
| - | |{{:eng_wf_test.png?nolink|}}| It start the [[planning#test_di_un_plan|Plan Test]]| | + | |{{:eng_wf_test.png?nolink|}}| it starts the [[planning#test_of_a_plan|Plan Test]] | |
| ---- | ---- | ||
| Linea 92: | Linea 92: | ||
| * Name: name of the Plan; | * Name: name of the Plan; | ||
| * Check Every: You set how many minutes must elapse between a check of the plan and another ; | * Check Every: You set how many minutes must elapse between a check of the plan and another ; | ||
| - | * Order Place Mode: Here you choose how Iceberg must manage the delta hedging orders. Suggest Only: In case of a generation of an order Iceberg only show it on the "General" tab and it must be finalized in [[paper_real|Real Market]] or [[paper_real|Paper Trading]]. Paper Trading (Automatic): in case of a generation of an order it is automatically put in Paper Trading. Real Market (Manual): In case of a generation of an order the corresponding book to trade it in real market will appear. Real Market (Automatic): In this case an order is automatically sent to the broker with the price type previously set; | + | * Order Place Mode: Here you choose how Iceberg must manage the delta hedging orders. Pending: In case of a generation of an order Iceberg only show it on the "General" tab and it must be finalized in [[paper_real|Real Market]] or [[paper_real|Paper Trading]]. Paper Trading (Automatic): in case of a generation of an order it is automatically put in Paper Trading. Real Market (Manual): In case of a generation of an order the corresponding book to trade it in real market will appear. Real Market (Automatic): In this case an order is automatically sent to the broker with the price type previously set; |
| * Max Bid/Ask Spread % (Options) | * Max Bid/Ask Spread % (Options) | ||
| * Tick is not Zero | * Tick is not Zero | ||
| Linea 137: | Linea 137: | ||
| {{:eng_wf_sidebar_3.png |}} When the Action object is selected, in the right sidebar we have a list of all actions that can be assigned to it and its settings \\ | {{:eng_wf_sidebar_3.png |}} When the Action object is selected, in the right sidebar we have a list of all actions that can be assigned to it and its settings \\ | ||
| \\ | \\ | ||
| - | For every "Action Type" are available some "Action Settings". In "Action Settings" are collected all settable parameters related to the "Action Type" selected. | + | For every "Action Type" are available some "Action Settings". In "Action Settings" are collected all settable parameters related to the "Action Type" selected.\\ |
| + | |||
| + | \\ | ||
| + | |||
| + | {{:eng_wf_sidebar_3_b.png |}} For Buy and Sell Actions there is the [[it:orders_type|Smart Move]] function that automatically change orders according to your settings. For more informations on [[en:orders_type|Smart Move]], system click [[en:orders_type|here]]. | ||
| ---- | ---- | ||
| Linea 170: | Linea 174: | ||
| ===1. The Strategy=== | ===1. The Strategy=== | ||
| - | **basic requirement** for the proper operation of the Plan is that the section [[general|General]] must contain all asset which will be used in it. | ||
| - | |**Example:** \\ | + | Since the Plan will establish the rules / conditions the occurrence of which will be carried out actions (buy or sell futures, stock ok options), **basic requirement** for the proper operation of the Plan is that the section [[general|General]] must contain all asset which will be used in it. |
| - | The initial strategy is composed by 5 put strike 10, we suppose when the condition xyz happen the plan will close put 10 and it will roll the put on strike 9. \\ **To do this, it is necessary that in the strategy are present put 10 and 9**| | + | |
| + | |Example: the initial strategy is composed by 5 put strike 10, we suppose when the condition xyz happen the plan will close put 10 and it will roll the put on strike 9. \\ **To do this, it is necessary that in the strategy are present put 10 and 9**| | ||
| {{:wf_passo_passo_1.png |}} As you can see from the image in the strategy there are the puts sold 10 and the put 9 (with quantity zero).\\ | {{:wf_passo_passo_1.png |}} As you can see from the image in the strategy there are the puts sold 10 and the put 9 (with quantity zero).\\ | ||
| - | To add an option with quantity 0 you must click on the "+" button of [[options_chain|Chain Opzioni]]. | + | |
| + | To add an option with quantity 0 you must click on the "+" button of [[options_chain|Options Chain]]. | ||
| ---- | ---- | ||
| Linea 185: | Linea 190: | ||
| \\ | \\ | ||
| {{:wf_passo_passo_2.png |}} The newly created Plan is under Editing, the first thing to do when you create a Plan is to give it a name because in the case of more plans on a same Strategy, these are listed and sorted by name.\\ | {{:wf_passo_passo_2.png |}} The newly created Plan is under Editing, the first thing to do when you create a Plan is to give it a name because in the case of more plans on a same Strategy, these are listed and sorted by name.\\ | ||
| - | Once assigned the name we have to proceed with the insertion of the object**Start** with the button {{: eng_wf_start.png?nolink|}}. | + | Once assigned the name we have to proceed with the insertion of the object **Start** with the button {{: eng_wf_start.png?nolink|}}. |
| ---- | ---- | ||
| Linea 207: | Linea 212: | ||
| {{:wf_passo_passo_4.png |}} Now we must assign the action that the Plan will run upon the occurrence of the condition set above. In the example we used a green {{: eng_wf_yes.png?nolink|}}, so the action will be executed whether the condition will be verified. It also possible to insert a red {{: eng_wf_no.png?nolink|}}. In this case the action will be executed whether the condition will not be verified.\\ | {{:wf_passo_passo_4.png |}} Now we must assign the action that the Plan will run upon the occurrence of the condition set above. In the example we used a green {{: eng_wf_yes.png?nolink|}}, so the action will be executed whether the condition will be verified. It also possible to insert a red {{: eng_wf_no.png?nolink|}}. In this case the action will be executed whether the condition will not be verified.\\ | ||
| + | |||
| In order to execute a rolling, we have to set Put 10 in "flat" and Put 9 in Leg to Open.\\ There are other parameters to set, for example "Preserve" which needs to keep the initial premium (however you can set a maximum number of contracts in in "Max Quantity"), or the number of contract. In the exemple the plan Nell'esempio il plan will attempt to sell the same initial premium but with a maximum of 10 contracts respect to the inital 5.\\ | In order to execute a rolling, we have to set Put 10 in "flat" and Put 9 in Leg to Open.\\ There are other parameters to set, for example "Preserve" which needs to keep the initial premium (however you can set a maximum number of contracts in in "Max Quantity"), or the number of contract. In the exemple the plan Nell'esempio il plan will attempt to sell the same initial premium but with a maximum of 10 contracts respect to the inital 5.\\ | ||
| + | |||
| In "Reps" we sets the number of times the action have to be performed. Finally we click "Confirm". On the figures of the actions are present red circles on which are reported the number of repetition still to be executed. \\ | In "Reps" we sets the number of times the action have to be performed. Finally we click "Confirm". On the figures of the actions are present red circles on which are reported the number of repetition still to be executed. \\ | ||
| Linea 220: | Linea 227: | ||
| ---- | ---- | ||
| - | ====Test of a Plan==== | + | =====Test of a Plan===== |
| Once we have create a plan we can test it.\\ | Once we have create a plan we can test it.\\ | ||
| - | In Iceberg, just for this purpose, there is the Simulation function. The user can create a graph of the underlying in order to check how the plan perform in every market condition that he think it can happen. The options are priced with [[market_maker|Market Maker]] an exclusive of Iceberg. | + | In Iceberg, just for this purpose, there is the Simulation function. The user can create a graph of the underlying in order to check how the plan perform in every market condition that he think it can happen. The options are priced with [[market_maker_surfaces|Market Maker]] an exclusive of Iceberg. |
| {{ :simulation_1.png?direct&800 |}} | {{ :simulation_1.png?direct&800 |}} | ||
| Linea 231: | Linea 238: | ||
| ====The menu==== | ====The menu==== | ||
| - | |{{:eng_sim_add.png?nolink }}| It allows to add a graphic segment, The dates and the prices of begin and end are to be set| | + | |{{:eng_sim_add.png?nolink }}| it allows to add a graphic segment, The dates and the prices of begin and end are to be set| |
| - | |{{:eng_sim_remove.png?nolink }}| It allows to remove a previously-added segment of the chart| | + | |{{:eng_sim_remove.png?nolink }}| it allows to remove a previously-added segment of the chart| |
| - | |{{:eng_sim_regenerate.png?nolink }}| It allows to generate a new graph with the same parameters of the segments that compose it| | + | |{{:eng_sim_regenerate.png?nolink }}| it allows to generate a new graph with the same parameters of the segments that compose it| |
| - | |{{:eng_sim_expires.png?nolink }}| It allows to choose which expires highlight on the underlying graph | | + | |{{:eng_sim_expires.png?nolink }}| it allows to choose which expires highlight on the underlying graph | |
| - | |{{:eng_payoff_reset.png?nolink }}| It allows you to restore the original zoom on the underlying chart| | + | |{{:eng_payoff_reset.png?nolink }}| it allows you to restore the original zoom on the underlying chart| |
| - | |{{:eng_payoff_save.png?nolink }}| It saves the underlying chart in image format (*.png)| | + | |{{:eng_payoff_save.png?nolink }}| it saves the underlying chart in image format (*.png)| |
| - | |{{:eng_payoff_print.png?nolink }}| It allows to print the graph of the underlying. Feature available on the PC in use if there is a printer| | + | |{{:eng_payoff_print.png?nolink }}| it allows to print the graph of the underlying. Feature available on the PC in use if there is a printer| |
| - | |{{:eng_payoff_reset.png?nolink }}| It restore the original zoom of the payoff| | + | |{{:eng_payoff_reset.png?nolink }}| it restore the original zoom of the payoff| |
| - | |{{:view_crosshair.png?nolink }}| It enable or disable the crosshair for the payoff| | + | |{{:view_crosshair.png?nolink }}| it enable or disable the crosshair for the payoff| |
| - | |{{:eng_payoff_save.png?nolink }}| It allows to save the payoff in image format (*.png)| | + | |{{:eng_payoff_save.png?nolink }}| it allows to save the payoff in image format (*.png)| |
| - | |{{:eng_payoff_print.png?nolink }}| It allows to print the payoff. Feature available on the PC in use if there is a printer | | + | |{{:eng_payoff_print.png?nolink }}| it allows to print the payoff. Feature available on the PC in use if there is a printer | |
| - | |{{:eng_sim_gotostart.png?nolink }}| It remove a previously-added segment of the chart| | + | |{{:eng_sim_gotostart.png?nolink }}| it remove a previously-added segment of the chart| |
| - | |{{:eng_sim_prev.png?nolink }}| It allows you to place the simulation on the previous step of the underlying chart| | + | |{{:eng_sim_prev.png?nolink }}| it allows you to place the simulation on the previous step of the underlying chart| |
| - | |{{:eng_sim_next.png?nolink }}| It allows you to place the simulation on the next step of the underlying chart | | + | |{{:eng_sim_next.png?nolink }}| it allows you to place the simulation on the next step of the underlying chart | |
| - | |{{:eng_sim_play.png?nolink }}| It allows you to enable scrolling point by point of the underlying graph | | + | |{{:eng_sim_play.png?nolink }}| it allows you to enable scrolling point by point of the underlying graph | |
| - | |{{:eng_sim_stop.png?nolink }}| It allows you to disable the scrolling point by point of the underlying graph| | + | |{{:eng_sim_stop.png?nolink }}| it allows you to disable the scrolling point by point of the underlying graph| |
| - | |{{:eng_sim_help.png?nolink }}| It open the online manual page on the default Internet browser| | + | |{{:eng_sim_help.png?nolink }}| it opens the online manual page on the default Internet browser| |
| ---- | ---- | ||
| Linea 282: | Linea 289: | ||
| ---- | ---- | ||
| - | ====Tips==== | + | =====Tips===== |
| ====1. How to perform two actions upon the occurrence of a Condition==== | ====1. How to perform two actions upon the occurrence of a Condition==== | ||
en/planning.1472733305.txt.gz · Ultima modifica: 2016/09/01 14:35 da playoptions
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Ad eccezione da dove è diversamente indicato, il contenuto di questo wiki è soggetto alla seguente licenza: CC Attribution-Share Alike 3.0 Unported
Ad eccezione da dove è diversamente indicato, il contenuto di questo wiki è soggetto alla seguente licenza: CC Attribution-Share Alike 3.0 Unported
