Education

Log in to www.poems.com.sg>CFD>Trading or DMA Trading, select the counter or index you would like to trade, select “Buy” or “Sell”, enter the price and quantity desired and click “Submit”.

You can access the information on the trades you have executed on the same trading day by going to www.poems.com.sg>CFD>Trading or DMA Trading. Access this information on the Order Status module (bottom right of screen) by going to “All Orders”, “Working Orders”, “Orders Processed”, “Trades Done”, “All Orders (Yest)”, “Synthetic Orders”. All your Shares CFD and DMA orders will be shown together. All Orders – This module will show all the orders you have submitted for the same trading day. Working Orders – This module will show all the orders that have been submitted for the same trading day, which has not been processed. Orders Processed – This module will show all the orders that have been processed for the same trading day. Examples of processed orders would include done orders, rejected orders and withdrawn orders. Trades Done - This module will show all the orders done for that trading day. All Orders (Yest) - This module will show all the orders that were submitted for the previous trading day. Synthetic Orders – This module will show all the synthetic orders that were submitted through CFDTrader for that trading day.

At the bottom right corner of the trading page you will find your Order Status module. Click on “Working Orders” to see the working orders for that trading day. Check on the orders you would like to withdraw and select “Withdraw Selected Order(s)”.

You can access the information on the trades you have executed on the same trading day by going to www.poems.com.sg>CFD>Trading or DMA Trading. Access this information on the Order Status module (bottom right of screen) by going to “Orders Processed” or "Trades Done" to see done order for the day on POEMS.

Under “Orders Processed”, you can see orders that have been done, withdrawn or rejected.

Customer can access to LIMIT orders for Singapore, Malaysia and Hong Kong Shares CFDs, and LIMIT and MARKET orders for US Shares CFDs. For World Indices CFDs, customers can access to LIMIT orders on POEMS.

A limit order is an order to buy or sell at a specific price upon submission (or better). The order entered must be at prevailing market prices, or better as compared to the current market’s quotes, otherwise the order will be rejected.

A market order is an order to buy or sell a stock at the current market price.

Your CFD order could be rejected due to reasons such as “Insufficient balance to trade”, “Buy temporary suspended”, “Client Limit exceeded” or “Company Limit exceeded”. To find out more about why your trade was rejected, please contact your Trading Representative or the CFD Dealing Team.

All important announcements for CFD customers are updated on the CFD attention page, and we recommend our customers to view this page before trading. Log in to www.poems.com.sg> CFD>ATTENTION to view these announcements.

Log in to www.poems.com.sg>CFD>Trading or DMA Trading>Edit Watchlist to create or update your watchlists. You can place Equities CFDs of the same market on 1 watchlist, and World Indices CFDs on a separate watchlist.

You can create a maximum of 5 watchlists per market.

You can add a maximum of 40 counters to each watchlist.

No, watchlists are organized by markets, so you can only add Equities CFDs of the same market to 1 watchlist, and place World Indices CFDs on a separate watchlist.

All orders submitted on POEMS are day orders, and will expire at the end of the trading day.

Yes. You will need to first download and run the Windows 8 and Windows Server 2012 cumulative update: November 2012. Then open IE 10 in Desktop Mode, go to Tools menu > Compatibility View Settings. On the Compatibility Settings Panel, add “poems.com.sg”, check the “Display all websites in compatibility view”, click Close. You can then visit www.poems.com.sg to start trading.

Currently, POEMS can only run on Windows 8, IE 10 while on Desktop Mode. Metroview mode doesn’t allow Java plugin and will have problems with Price View and Charts. To use POEMS, you will need to first download and run the Windows 8 and Windows Server 2012 cumulative update: November 2012. Then open IE 10 in Desktop Mode, go to Tools menu > Compatibility View Settings. On the Compatibility Settings Panel, add “poems.com.sg”, check the “Display all websites in compatibility view”, click Close. You can then visit www.poems.com.sg to start trading.

POEMS (iPhone) allows you to access and manage your CFD account conveniently anytime, anywhere on your iPhone. All you need to do is download the iPhone App from the App Store.

Yes, POEMS (iPhone) App is available free on the App Store. However, you have to be an existing POEMS CFD customer in order to use the App.

After installing the POEMS (iPhone) App from the App Store, you can access the POEMS Mobile platform by tapping on the POEMS (iPhone) icon on your iPhone to enter the login screen. To login to your account, you would need to key in their POEMS account number under User ID and Password before tapping on the Sign In button. Tap on CFD or CFD DMA tab to access the CFD trading home screen.

To enter the Search screen, you would need to first tap on the Trade button at the bottom of the home page. You can then key in the contract name or symbol in the Search Input box at the top of the screen and a list of related results will be listed on the Result list below.

Yes, prices quoted are live unless otherwise indicated with the * symbol.

After selecting the counter you want to trade, you would be directed to the Trade screen. From the Trade screen, you would be able to select the Order Type and Quantity before selecting Buy or Sell to reach the Order Confirmation screen. After verifying your order, key in your password to submit your order.

From the Home screen, you can tap on the Order Status button at the bottom of the screen to view your orders. From the Order Status screen, you can check Today’s Orders or Past Orders of up to 7 days.

You can withdraw orders by tapping on the order you want to withdraw from the Order Status screen. Select the Withdraw button at the bottom to withdraw and you will be prompted to key in your password to confirm the withdrawal of the order.

From the Home screen, select Watch List to view all watch lists. To edit watch list, tap on the Edit button at the top of the watch list to rename watch list, search, and add and delete counters on the list. Select Done to return back to your watch list.

You can create up to 5 different watch lists with each watch list containing up to 20 different counters. Each watch list can contain counters across different markets.

You can view your current portfolio by tapping on Portfolio at the bottom of the Home screen. The top panel will display your Available Cash and your Equity Balance in SGD. All your Open Positions would be displayed at the centre of the screen. Your Total Unrealized P/L would be displayed at the bottom of the screen.

Yes you can. At the Home screen, select the DMA CFD tab to place DMA CFD orders. Please note that a DMA CFD open position cannot be closed with a CFD order and vice-versa.

POEMS (iPhone) offers the same range of CFD contracts that is found on POEMS except for AMEX market.

Currently POEMS (iPhone) support limit and stop limit orders for Shares CFD and limit order only for DMA. A stop limit order is a combination of two orders, stop and limit order. Once the stop price is triggered, the stop limit order becomes a limit order. Stop limit order allows clients to place orders at worst off price (usually used to cut loss or as a breakout confirmation).

Like on all other platform, CFD orders expires after market closes.

Yes, orders submitted on POEMS (iPhone) can be viewed on POEMS and all other CFD platform. However, AMEX orders submitted through other CFD platforms cannot be viewed and accessed via POEMS (iPhone).

POEMS (iPad) allows you to access and manage your CFD account conveniently anytime, anywhere on your iPad. All you need to do is download the iPad App from the App Store.

Yes, POEMS (iPad) App is available free on the App Store. However, you have to be an existing Phillip CFD customer in order to use the App.

After installing the POEMS (iPad) App from the App Store, you can access the POEMS (iPad) platform by tapping on the POEMS (iPad) icon on your iPad to enter the login screen. To login to your account, you would need to key in your POEMS account number under User ID and Password before tapping on the Sign In button. Tap on CFD & DMA tab to access the CFD trading home screen. Tap on Shares CFD or DMA CFD Toggle button found at the top to select your preferred trading mode.

To enter the Search screen, you can either tap on the magnifying glass icon at the top-right corner of the screen or tap on the Trade button at the bottom menu bar. On the search screen, you can then key in the contract name or symbol in the Search Input box at the top of the screen and a list of related results will be listed on the Result list below.

Yes, prices quoted are live unless otherwise indicated with the * symbol.

After selecting the contract you want to trade, the bottom panel would show the Trade Panel. From the Trade Panel, you would be able to select the Order Type, Price and Quantity before selecting Buy or Sell to reach the Order Confirmation screen. After verifying your order, key in your password to submit your order.

From the Home screen, you can tap on the Order Status button at the bottom of the screen to view your orders. From the Order Status screen, you can check Today’s Orders or Yesterday’s Orders. When you tap on a specific order, the bottom panel would show more details of the order status.

You can withdraw orders by tapping on the order you want to withdraw from the Order Status screen. Select the Withdraw button at the bottom to withdraw and you will be prompted to key in your password to confirm the withdrawal of the order.

From the Home screen, select Watch List to view all watch lists. To edit watch list, tap on the Edit button at the top of the watch list to rename watch list, search, and add and delete counters on the list. Select Done to return back to your watch list.

You can create up to 5 different watch lists with each watch list containing up to 20 different counters. Each watch list can contain counters across different markets.

You can view your current portfolio by tapping on Portfolio at the bottom of the Home screen. The top panel will display 3 tabs: Account Summary, Open Positions and Closed Positions. Tap on the Account Summary tab to view quick details about your account. Tap on Open Positions to view your list of open positions and further details. Tap on Closed Positions to view your list of closed positions and further details.

Yes you can. At the Home screen, select the CFD & DMA tab, then select the DMA CFD toggle button to place DMA CFD orders. Please note that a DMA CFD open position cannot be closed with a CFD order and vice-versa.

POEMS (iPad) offers the same range of CFD contracts that is found on POEMS.

Currently POEMS (iPad) support limit and stop limit orders for Shares CFD and DMA CFD. A stop limit order is a combination of two orders, stop and limit order. Once the stop price is triggered, the stop limit order becomes a limit order. Stop limit order allows clients to place orders at worst off price (usually used to cut loss or as a breakout confirmation).

Like on all other platform, CFD orders expires after market closes.

Yes, orders submitted on POEMS (iPad) can be viewed on POEMS and all other CFD platforms.

On the watch list screen, select the contract you want to view then swipe the bottom panel to the leftmost panel. You will see the Chart/Related News panel. On the Chart portion, at the top, you can select your preferred Chart Period, e.g. 1 Day, 1 Week, 1 Month, etc. You can also tap on the Zoom icon to view a larger Chart display.

No, CFDTrader 2 is only supported on PCs running Windows 2000, XP, Vista, 7 and 8 (Desktop mode only).

Yes, but you can only run CFDTrader 2 while on Desktop Mode.

Yes, you can download and install CFDTrader 2 onto multiple PCs/laptops.

Log in to CFDTrader 2 with your POEMS account number and password.

At the login screen, click on the Advanced Settings tab. Select Language and you will be able to select between English and 简体中文(Simplified Chinese) from the dropdown list. You can also make changes after you have logged into CFDTrader 2. At menu bar, select File>Options>Language, and you will be able to select between English and 简体中文(Simplified Chinese) from the dropdown list.

At the login screen, click on the Advanced Settings tab. Select Language and you will be able to select your desired font size from the Font Size dropdown list. You can also make changes after you have logged into CFDTrader 2. At menu bar, select File>Options>Language, and you will be able select your desired font size from the Font Size dropdown list.

Click View on the menu bar. Select Revert To to reveal two options: Basic Workspace and Advanced Workspace. Click on your preferred choice to revert to the corresponding workspace.  The Basic Workspace consists of Price View, Order Status and Contract Explorer windows. The Advanced Workspace consists of Price View, Contract Explorer, Account Management, Order Status and Charting windows.

Click Trading on the menu bar and select Price. Select your desired WatchList under CFD Price or DMA Price to open the CFD or DMA Price View window of the respective WatchList.

Click Trading on the menu bar and select WatchList Editor.

Select WatchList Editor to update or create a new WatchList. To create a new WatchList, click on New, enter your desired name for this WatchList under Name and click on Rename. Search for the contracts you want in the lower left window and add them to the window on the right. You can place Equities CFDs of different markets/products in the same WatchList. Click on Apply and. You can find your WatchLists on the Contracts Explorer under the WatchList tab.

There is no limit to the number of WatchLists you can create on CFDTrader 2.

You can add a maximum of 50 contracts to each WatchList.

Yes you can add different markets and products to the same WatchList on CFDTrader 2.

You can add new contracts from the WatchList Editor. Alternatively, you can search for your desired contracts using the Contract Explorer. Click and drag your desired contract from the Contract Explorer to the Price View window of your WatchList. Right click on the Price View window and select Save WatchList to save the contract in your WatchList.

Right click on the contract you want to remove and select Delete from PriceView. Right click on the Price View and select Save WatchList to remove the contract permanently from the WatchList.

Click on Trading on the menu bar and select WatchList Editor. In the WatchList Editor under Layout, you will be able to configure the color and column configuration of your WatchList.

Right click on your existing WatchList, select Change WatchList and you will be able to select from your existing WatchLists.

Charting is available for all contracts apart from the World Indices CFD with the exception of the Straits Times Index SGD5 CFD. Do note that live charting is only available for the Singapore Equities CFD market.

Live intraday charts are available for SGX. Historical charts are available for SGX, HKSE, KLSE, NYSE, NASDAQ and Straits Times Index SGD5 CFD. Snapshot intraday charts are available for HKSE, KLSE, NYSE, NASD and Straits Times Index SGD5 CFD. Please note that no charting is available for all World Indices CFD apart from Straits Times Index SGD5 CFD.

Right click on the contract whose chart you want to view and select Charting. You can change the contract by clicking Select Contract on the sub- menu bar and search for your desired contract from the Contract List or your WatchLists.

Yes, you can submit orders from the charting window. To submit an order, click on Trade Disabled and select Market Price or Chart Price. Right click on the chart and select Buy or Sell to launch the respective Order Ticket to submit an order.

Click on Add on the right side of the chart in the charting window panel. This will bring up a list of indicators which are available on CFDTrader 2.  Check the corresponding boxes beside the respective indicators to apply or remove the indicator from the charts.

A stop limit order is an order that combines the features of stop order and a limit order. Once the stop price is reached, the stop limit order becomes a limit order to buy or to sell at a specified price. The orders are not guaranteed a fill as the price may gap through the limit price.

A trailing stop limit order is a stop limit order set at a percentage below/above the market price (For Long/Short position). The price is adjusted as the market price fluctuates.

A contingent order is an order stipulating that if one part of the order is executed, the other part is automatically cancelled.

A contingent order is a limit order that will not be activated until the parent order is executed.

A contingency order is a limit order that will not be activated until the specified condition is met.

A market order will be attempted to be filled at specified quantity, at any available market price.

You can access this information through the Order Status window panel. To access the Order Status window panel, click Account on the menu bar and select Order Status. Through the Order Status window panel, you can access to All Orders, Working Orders, Orders Processed and Trades Done tabs. All Orders – This tab will show all the orders you have submitted on the same trading day. Working Orders – This tab will show all the orders that have been submitted on the same trading day, which has not been processed. Orders Processed – This tab will show all the orders that have been processed on the same trading day. Examples of processed orders would include done orders, rejected orders and withdrawn orders. You will be able to filter the order or trades by Exchange, Name, Buy/Sell, Order Type, Status and Duration. Trades Done - This tab will show all the orders that are done on that trading day.

On the Order Status window panel, select Working Orders and check the respective boxes of the orders you would like to withdraw and click on Withdraw.

Yes, contracts with delayed price quotes will be marked with an asterisk.

All orders submitted on CFDTrader 2 are day orders, and will expire at the end of the trading day.

For a quick overview of your account details, click View on the menu bar and check Account Info. Upon checking Account Info, a tool bar will appear above the menu bar showing a summary of your account details. Alternatively, you can click on Account in the menu bar and select Account Management for a more detailed breakdown of your account details.

Click Trading on the menu bar and select Order Ticket to initiate a trade through CFD or DMA. Select your desired contract, direction, order type, quantity and complete all other relevant fields on the Order Ticket. Click Submit upon verification of your order and click Submit again on the subsequent Preview Order window to confirm the order. Alternatively, you can click on the Bid/Ask price of any contract in the Price View to launch an Order Ticket for the Sell/ Buy side respectively.

Refer to the following table for the order types that are available for the respective markets.

	LIMIT	STOP LIMIT	TRAILING STOP	IF-DONE	OCO	CONTINGENCY	MARKET
SGX CFD	Available	Available	Available	Available	Available	Available	Not Available
HKSE CFD	Available	Available	Available	Available	Available	Available	Not Available
KLSE CFD	Available	Available	Available	Available	Available	Available	Not Available
INDX CFD	Available	Available	Not Available	Not Available	Available	Not Available	Not Available
NYSE CFD	Available	Available	Not Available	Not Available	Available	Not Available	Available (During Market Hours)
NASD CFD	Available	Available	Not Available	Not Available	Available	Not Available	Available (During Market Hours)
SGX DMA	Available	Available	Available	Available	Available	Available	Not Available

Please take not that market orders are only available during market hours.

Yes, all orders submitted on POEMS will be reflected on CFDTrader 2.

Only prices quoted for SGX and KLSE are live. Prices quoted for HKSE are delayed 15 to 30 minutes. Prices quoted for NYSE and NASD are live for all clients who have subscribed for the respective live price service under the POEMS Rewards Programme. Otherwise, prices quoted for NYSE and NASD are delayed 15 to 30 minutes.

Yes, you can set up price and order alerts on CFDTrader 2. To set up a price alert, right click on the contract on Price View and select New Alert. Set the conditions whereby you will like the alert to be triggered and your preferred mode of delivery. Click on Save to apply your alert settings. To set up an order alert, click Trading on the menu bar and select Alerts. Click on   on the icon bar to display the alert options. Set up your alert as desired by checking the boxes of the corresponding options available. Click on either OK or Apply to apply the settings.

You can search for contracts by using the Contract Explorer. Click Trading on the menu bar and select Contract Explorer. Using the Contract Explorer, you can search for contracts in our database or from your WatchLists.

On your existing charting window, click Add Contract on the menu bar. This will bring up the Contract Explorer which you can use to search for the contract you want to add for comparison.

If you are encountering the above issue, please follow the instructions below.

1. Press and hold CTRL+ALT+DEL buttons and start Task Manager.
2. In the Process tab, make sure you do not find any process named CFDTrader. Should you find any, please click on the End Process as shown in Figure 1.
   
   Figure 1
3. Find the Phillip CFDTrader 2 icon on your desktop and right click on it and choose Properties as shown in Figure 2.
   
   Figure 2
4. Go to Compatibility tab and check the Run this program in compatibility mode for checkbox. From the dropdown list, please choose Windows 2000 as shown in Figure 3. After that, click OK.
   
   Figure 3
5. Try to login to your CFDTrader 2 application again. Should you still face similar problems, please contact our technical support desk.

Phillip CFDTrader is an application-based software that allows sophisticated CFD traders to execute different order types: limit, stop-limit, trailing stop-limit, contingent and one-cancels-other (OCO) orders.

To apply for CFDTrader access, visit http://www.phillipcfd.com/cfd-trading-platform/phillip-cfdtrader/cfd-trading-account/ to complete application form. You will receive an email from us within 2 working days with the download link. Simply follow the instructions to download the application-based software on your PC.

Yes, you can download CFDTrader on multiple PCs/laptops using the download link sent to you via email when you applied for CFDTrader access.

No, customers are not able to set alerts on CFDTrader.

Log in to CFDTrader with your POEMS account number and password.

Log in to CFDTrader and select the Equities CFD or World Indices CFD from the price view. Select “Buy” or “Sell” from the Order Side, enter the desired price and quantity, and selected the desired Order Type. Select on “Buy” or “Sell” button, and click “Submit” upon confirmation of order.

On the Order Status module, select “All Orders” or “Working Orders” and check on the orders you would like to withdraw and click on “Withdraw”.

Before logging in to CFDTrader, select on “Language/Display” to change to your desired language setting, either English or Simplified Chinese.

Before logging in to CFDTrader, select on “Language/Display” to change to your desired font size.

You can access the information on the trades you have executed on the same trading day by logging in to CFDTrader and viewing the Order Status module. Access this information by going to “All Orders”, “Working Orders”, “Orders Processed” or “Trades Done. All your Shares CFD and DMA orders will be shown together. All Orders – This module will show all the orders you have submitted for the same trading day. Working Orders – This module will show all the orders that have been submitted for the same trading day, which has not been processed. Orders Processed – This module will show all the orders that have been processed for the same trading day. Examples of processed orders would include done orders, rejected orders and withdrawn orders. Trades Done - This module will show all the orders done for that trading day.

This module will show all the orders that have been processed for the same trading day. Examples of processed orders would include done orders, rejected orders and withdrawn orders.

The default setting in CFDTrader will place news headlines in the bottom right hand corner of the software. You will be able to scroll through the headlines, and also “pin” this module to the right panel so you can hide it when you do not require this module.

Customer can access to LIMIT, STOP LIMIT, TRAILING STOP LIMIT, CONTINGENT, OCO orders for Singapore, Malaysia and Hong Kong Shares CFDs, and LIMIT and MARKET orders for US Shares CFDs. You can only submit LIMIT orders for Direct Market Access (CFD) orders. For World Indices CFDs, customers can access to LIMIT orders on CFDTrader.

A stop limit order is an order that combines the features of stop order and a limit order. Once the stop price is reached, the stop-limit order becomes a limit order to buy or to sell at a specified price (or better).

A trailing stop limit order is an order set at a percentage below/above the market price.

A contingent order is an order that is not activated until the parent order is executed.

A contingent order is an order that is not activated until the parent order is executed.

Your CFD order could be rejected due to reasons such as “Insufficient balance to trade”, “Buy temporary suspended”, “Client Limit exceeded” or “Company Limit exceeded”. To find out more about why your trade was rejected, please contact your Trading Representative or the CFD Dealing Team.

All important announcements for CFD customers are updated on the CFD attention page, and we recommend our customers to view this page before trading. By default, when you log in to CFDTrader, you will be able to these announcements. Alternatively, you can also go to the Menu bar>View>CFD Announcement to see these announcements.

Go to Menu bar>Tools>WatchList Editor to update or create a new watchlist. To create a new watchlist, click on “New”, enter the desired name for this watchlist and click on the counters in the left window to be added to the right window. You can place Equities CFDs of different markets/products in the same watchlist. Click on “Save this Watchlist” or “Save and Close” to complete this step. You can find this watchlist on the Contracts Explorer under the tab “Favorites”.

There is no limit to the number of watchlists you can create on CFDTrader.

You can add a maximum of 50 counters to each watchlist.

Yes you can add different markets and products to the same watchlist on CFDTrader.

All orders submitted on CFDTrader are day orders, and will expire at the end of the trading day.

Minimum System Requirements: Windows XP Home Service Pack 2 Pentium 4 processor 256 MB Ram 600 MB Hard Disk Super VGA (1024*768) or higher-resolution monitor with 256 colours Internet Connection Mouse or compatible pointing device Microsoft .NET framework Java (JRE 1.5.0_06) You may refer to our Phillip CFDTrader User Guide for more information on installation and troubleshooting tips.

Yes, CFDTrader only permits access to Phillip CFD customers.

No, there are no additional subscription fees nor charges/fees to be paid to use CFDTrader.

Yes, you will be able to log into POEMS to trade CFDs even after you have access to Phillip CFDTrader. In fact, you can log in to both POEMS and Phillip CFDTrader concurrently. Whatever trades done on POEMS will be shown in Phillip CFDTrader and vice versa.

Yes, you can log into Phillip CFDTrader with another CFD account, as long as access for CFDTrader has been granted before.