Version 6.0

This new release has several enhancements. Read below for a few of the standouts and for more information we suggest you download and read the Pro User Guide available under the ‘Help Centre’ menu of the Pro 6.0 platform.

Desktop Login

The Pro platform has now become a desktop application not tied to the E*TRADE website. This change offers performance improvements and reduces the number of steps required for you to gain access to the market.

To access Pro you can now conveniently double-click on the desktop icon ‘E-TRADE Pro’, or launch direct from your task bar by clicking on the asterisk.

Launch E*TRADE Pro from the asterisk icon

Multi-Monitor Support

Extend your Pro desktop on up to 5 monitors simultaneously and keep track of the information that is important to you.

To detach a workspace, right-click on the workspace you wish to view on a different monitor and select ‘Detach’.

Standard and Poor’s (S&P)

To help make it simple to search for stocks by industry classification or by contribution to an Australian index we have now added S&P data, GICS and Indices, to the Pro platform.

Indices for the Australian market are displayed in a tree format. The section on the right is configurable and can changed to match your sorting preferences.

GICS (Global Industry Classification Standard) for the Australian market are displayed in a similar format to indices. It consists of a tree structure for Australian GICS and a configurable section on the right to match your sorting preferences.

Version 5.0

Take advantage of the enhanced features of E*TRADE Pro to help you trade faster and smarter.

Keeping an eye on the Australian and international markets is becoming increasingly more important for E*TRADE Pro users. That’s why we’ve added the Dow Jones Australian and International news feeds to the Pro news control.

  • DJ Australian Corporate News
  • DJ Australian Economic News
  • DJ Australian Market Update
  • DJ International Economic News
  • DJ International Market Update

Access Dow Jones News

These news feeds can be customised to suit your individual needs (e.g. only select Corporate News or colour code this to differentiate it from equities announcements).

  1. Go to the Markets menu and click on News
  2. Tick the boxes to select which news feeds you would like displayed
  3. Change the settings to suit you (e.g. colour of each feed & number of items per window).

News feeds and announcements can be searched for key words and can also be added to your news ticker or be set to generate alerts. Pro Alerts & News Ticker are both found under the Markets menu.

Improvements to existing features

Contracts and Fill History screens
To improve the performance of typical requests in the Contracts and Fill History screens (e.g. viewing contracts for the past month), we’ve restricted the date range of information that is retrieved through E*TRADE Pro.

When you choose one account, you can view upto 12 months worth of information in these screens.

When you choose all accounts, you can view upto 3 months worth of information for all accounts in these screens. (Only applies if you have more than one account).

To retrieve older information, you’ll need to specify a date range in the settings window. For example see below on how to retrieve data for ‘All’ accounts in June of 2009:

Version 4.2

Using your trading password

Under the previous version of E*TRADE Pro you were required to enter in your trading password each time you logged in and placed an Order. Now you can place Orders in the market faster by suspending your trading password.

To choose to suspend your trading password, simply:

  1. Close any open Order windows
  2. Go to Home and then User settings
  3. A User Preferences Window will pop-up, uncheck the Trading Password option and click OK.
Home menu: User settings pop-up:

There will be no option to enter a trading password – see the Single Order pad example below.

Security tip: Log off each time you leave your computer unattended (even if you have the trading password enabled).

Enhanced Market Movers

Market Movers now provides you with greater visibility of market movements with 6 new additional filters extended to cover the Top 20 stocks, previously only 10.

The following types of Market Movers are available from the menu

Category Description
Top 20 by Price Change ($) Shows the securities that has had the greatest absolute dollar price change.
Top 20 by Price Change (%) Shows the securities whose price has gained the most for the day in percentage terms.
Top 20 by Price Change (%), where value > $2m Shows the securities whose price has gained the most for the day in percentage terms, and there has been a value turnover of at least $2 million.
Bottom 20 by Price Change ($) Shows the securities that have had the worst absolute dollar price change.
Bottom 20 by Price Change (%) Shows the securities whose price has lost the most for the day in percentage terms.
Bottom 20 by Price Change (%), where value > $2m Shows the securities whose price has lost the most for the day in percentage terms, and there has been a value turnover of at least $2 million.
Top 20 by Value Shows the securities that have traded the highest value (volume * current market price) for the day.
Top 20 by Volume Traded Shows the securities with the highest volume traded for the day.
Top 20 by Number of Trades Shows the actively traded securities for the day.

To access market movers:

  1. Select Market Movers from the Markets menu.
  2. Select a filter from the first drop down.

Market Movers Window:

An example output:

Improved stock code search

Ever had problems finding the stock code for a company which has recently changed its code? With the enhanced Stock Code search functionality you can search for a stock using its old code and provide you with the new code.

New predefined workspaces

For new users to E*TRADE Pro, we have created four predefined workspace layouts – to help you get started sooner. These workspace layouts can then be customised further to meet your trading needs.

The choice of predefined workspaces includes:

1. Basic
  • Watch List
  • News
  • Course of Trades
  • Market Depth
  • News Ticker
  • Charts
2. Market Monitor
  • Market Movers – Top 20 by Price Change (%) (value > 2m)
  • Market Movers – Bottom 20 by Price Change (%) (value > 2m)
  • Market Movers – Top 20 by value
  • Watch List
  • News
  • Charts
3. Trade
  • Enter Order Pad
  • Market Depth Summary
  • Course of Trades
  • View Orders
  • Fill History
  • Contracts
4. Portfolio Monitor
  • Positions window
  • Contracts window
  • Fill History window
  • View Orders window

To open a predefined workspace:

  1. Go to the Home menu
  2. Select the Predefined Workspace you would like to use, for example Market Monitor.

Home menu:

Alternatively you can right-click on a Workspace Tab and in the New Workspace menu option you will find the list of predefined Workspaces to choose from.

Right-click:

Note: If you already have 5 workspaces open and attempt to load a Workspace via ‘Load from File’ Option, the below message will be displayed.

To delete unwanted workspaces, right-click on the workspace tab and follow the prompts.

Enhanced watch lists

In the previous version of E*TRADE Pro, to save a watch list you had to save the entire workspace. Now you can now save up to 10 Watch Lists which you can open and close as required. For example, below is a sample watch list:

To save (or delete) the watch list, simply right-click on the watch list area and select Security Lists > More.

Right-click Menu:

 

Type in a name for the watch list in List Name field and then click Save.

A message will appear to notify you that the watch list has been created successfully.

Once you have a saved your watch list, you can manage them using the same right-click menu.

New indices watch list

You will also notice an ‘Indices Watch List’ when you open the Security List window above. This is a list we have added that include the available Indices below:

Improvements to existing features

  1. A timeout message feature on PRO order pad
    At times, your Order may time out and the previously the system would continue to display a "Processing" status. We have now added a timeout message in the Status column in the View Orders window to inform you that the trade is no longer in the queue.
  2. Trend line in charts package improved
    We have remedidied the Charting package that allows you to move and extend trend lines more easily.
  3. Chart minute intervals rectified
    Some customer were unable to display charts using the minute intervals - 1,5 and 10 minutes interval charts - this should now be working for all customers.
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Pro Tips

Getting Started & Customising Pro

Save your E*TRADE Pro desktop settings on a portable USB key by selecting the Home tab on the top left-hand corner then click on Save to File…. To load the desktop setting simply select Load to File… located under the Home tab.

Market Information

When searching for a specific company’s stock code, select the Quotes & Research tab then click on Stock Code Search.

Trading & Order Management

To place an order directly while viewing the Market Depth box, simply right-click on the price you would like to buy or sell a stock for within Market Depth and scroll down to Buy/Sell for….

Getting Started & Customising Pro

To set a display message or sound alert to notify you when market conditions change for specific stocks, simply select Markets then Pro Alerts.

Market Information

To filter through company research based on a specific stock, simply select the Quotes and Research tab followed by Company Research.

Getting Started & Customising Pro

Did you know you can customise columns in a window. Choose which columns appear and the order of those columns, by right-clicking on the column headings and selecting Grid properties.

Trading & Order Management

Did you know that you can copy Course of Trades into Microsoft Excel? Simply right-click within Course of Trades, select Copy, then proceed to load Excel and select Paste.

Getting Started & Customising Pro

Ever wanted to know what all the charting indicators actually mean? Simply right click within the Chart window then select Indicators.

Market Information

To retrieve news items on a specific stock within Market Depth simply right-click on the company name then select News.

Trading & Order Management

To place an order directly while viewing the Watch List box, simply right click on the stock code you would like to buy or sell and scroll down to Buy/Sell….

Getting Started & Customising Pro

Most windows in E*TRADE Pro have a settings icon in the top right-hand corner. This powerful feature helps you filter the information seen in the window. Select the Account Services tab and Fill History window to choose orders from a certain date range, stock or account.

Market Information

For an easier way to view the historical data for a linked security, simply right click within the Tabular History tab located under the Markets tab and select Link Window.

Trading & Order Management

In E*TRADE Pro, an order is highlighted in blue within the Market Depth window. This makes it easier for you to track your order through the market.

Getting Started & Customising Pro

To access information on how E*TRADE Pro works simply click on the question mark icon located at the top right hand corner of every box.

Trading & Order Management

Did you know that E*TRADE Pro is run on a live data feed? That means that any movements in the markets are accessible to you instantly!

Market Information

To access independent research analyst reports specialised in domestic, international and commodities markets, simply select the Markets tab to access the reports.

Trading & Order Management

Did you know that when a quantity flashes in green within the buy or sell side of Market Depth another order has been entered or the quantity has increased at that price level?

Getting Started & Customising Pro

Did you know, by double clicking on column headings, you can sort all data in a grid by field. For example in your Watch List, try sorting by percentage change to see those that have risen/fallen the most that day.

Market Information

To view which stocks are trading on ex-dividend on any date simply select the Market Calendar then select Markets on the top left hand corner of the desktop and scroll down to Market Calendar.

Trading & Order Management

To insert a line within your Watch List, right-click within the Watch List box then select Insert before/after.

Pricing

We calculate the number of trades and brokerage placed under the primary User ID. So contact us to learn how to link multiple accounts.

Trading & Order Management

Did you know that when a quantity flashes in red within the buy or sell side of Market Depth, the order has decreased in quantity or been removed at that price level.

Market Information

To view the top twenty stocks that are trading based on volume, value and trades, simply select the Markets tab then Market Movers.

Getting Started & Customising Pro

To update your account details you can access relevant customer request forms on the website directly through E*TRADE Pro. Select the Account Services tab followed by Request Forms.

Trading & Order Management

To find out where your buy or sell order lies in the queue, click on a price level within the Market Depth window to view the multiple orders at the same price.

Market Information

For an easier way to view the historical data for a linked security, simply right click within the Tabular History tab located under the Markets tab and select Link Window.

Trading & Order Management

Did you know that within the Watch List if the price of a stock has increased it is highlighted in green or if the price has decreased it is highlighted in red?

Market Information

To adjust the setting of your Course of Trades within E*TRADE Pro, simply right-click within the Course of Trades window and select Show Settings. This allows you to adjust the start and end date of trades showing, and choose between viewing limit, current or previous day orders.

Trading & Order Management

To draw trend lines within a chart, select Trend Line under the Drawing drop down menu within the Chart window then click on the Draw button.

Getting Started & Customising Pro

To adjust the font size and colour settings of your E*TRADE Pro desktop, simply select the Home tab located on the top left hand corner, then select User settings and click on Font.

Trading & Order Management

In Market Depth your order will be highlighted in blue, so if you decide to modify your trade, simply double click on the order and the order pad will appear.

Getting Started & Customising Pro

Keep your personal details up-to-date via E*TRADE Pro by selecting the Account Services tab followed by Update Details.

Market Information

For a faster way to bring up a company’s Market Depth, drag the stock code from your Watch List, and drop it into Market Depth.

Trading & Order Management

Did you know that you can view the pre-open estimate of any stock within E*TRADE Pro? It is available within the Market Depth window, under OpEst.

Market Information

For just 33c, you can receive price, volume and index movement alerts direct to your mobile phone. Just select the Markets tab and click on Add Smart Alerts.

Trading & Order Management

Did you know that if you right click on any order within the Market Depth window you can view the quantity ahead of that order? Simply right-click and scroll down to Volume Ahead….

Market Information

For a faster way to filter through market specific words, click on the Markets tab, select Pro Alerts, click on New, then News and enter the key words.

Trading & Order Management

To view all of your contracts within E*TRADE Pro simply select the Account Services tab then select Contracts.

Getting Started & Customising Pro

Did you know you can rename your workspaces? All you have to do is right-click on the Workspace tab and select Rename.

Trading & Order Management

To view all of the history on how your stock is filling simply select Account Services then select Fill History.

Getting Started & Customising Pro

Personalise your workspaces to your needs within E*TRADE Pro by selecting the Home tab on the top left hand corner and click on New Workspace.

Trading & Order Management

Stream quotes and create your own excel charts by clicking the Markets tab and selecting Using DDE.

Getting Started & Customising Pro

Did you know you can view news on one specific company and the market depth on another within E*TRADE Pro. Simply right click within any of the windows and select Unlink Window.

Trading & Order Management

To view any of your past orders via E*TRADE Pro go to the Trading tab then click on View Orders. The complete history includes open, executed and cancelled orders.

Market Information

To find an ASX listed company’s historical open, high, low, close and volume data, simply click on the Markets tab in E*TRADE Pro then select Tabular History.

Getting Started & Customising Pro

Using the shortcut keys CTRL+F4 will close the current window you are viewing within E*TRADE Pro.

Getting Started & Customising Pro

Did you know that you can link windows within E*TRADE Pro? Simply right click within any of the windows and select Link Window. When you next update a code in one window, the linked window will automatically update with the same code.

Trading & Order Management

To print any charts within E*TRADE Pro, simply right-click within the Chart box area then select Print.

Pricing

Did you know that if you don't log in to E*TRADE Pro in any calendar month, you don't pay anything for that month? Plus, we'll maintain all your preferences for the next time you log in.

Getting Started & Customising Pro

Ever wondered what all the charting labels actually mean? For a Glossary of terms, select the Markets tab, Interactive charts followed by the Help icon located on the top right hand corner.

Trading & Order Management

Did you know you can delete a line within your Watch List? Simply right-click within the Watch List box then select Delete.

Pricing

Equities, Warrants and Options trades placed online or over the phone with E*TRADE are included as a trade, so it pays to consolidate all your trading through your platform.

Trading & Order Management

To watch a particular stock closely within Market Depth, simply adjust the fade time within the Watch List window by right clicking on the stock code and then selecting Show Settings.

Getting Started & Customising Pro

To move the different types of windows around within E*TRADE Pro, simply left-click on the subject bar to move them around to suit your needs.

Trading & Order Management

To view your account balance, including interest payments, within E*TRADE Pro select the Account Services tab followed by Account Activity.

Monitoring Your Portfolio

To view your Account Positions information within E*TRADE Pro, simply select the Portfolios tab followed by Account Positions.

Getting Started & Customising Pro

To make the most efficient use of the available space within the Pro workspace, use docked windows.

Trading & Order Management

To transfer money from your Cash Management Account to your nominated account via E*TRADE Pro, select the Account Services tab followed by Transfer Money.

Getting Started & Customising Pro

Navigate between windows within E*TRADE Pro using the shortcut keys CTRL+TAB.

Trading & Order Management

To transfer securities to your E*TRADE account via E*TRADE Pro, simply select Account Services then Transfer Securities and follow the prompts.

Getting Started & Customising Pro

The fastest way of launching a chart, is via the context menu, or activate the context menu from an existing window by right-clicking your mouse button and selecting Charts.

Trading & Order Management

To access Options pricing within E*TRADE Pro, simply activate your Options account by completing the online forms then select Quotes & Research followed by Options Pricing.

Getting Started & Customising Pro

To store and share your workspace, simply save to a file on your local PC. You can also email to other users who may wish to install the same workspace.

Trading & Order Management

To access Warrants pricing within E*TRADE Pro, simply activate your Warrants account by completing the online forms then select Quotes & Research followed by Warrants Pricing.

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