CQG Basics User Guide - Trade Futures 4 Less

CQG Integrated Client Basics

November 14, 2012 | Version 13.5

? 2012 CQG Inc. CQG, DOMTrader, SnapTrader, TFlow, and TFOBV are registered trademarks of CQG.

Table of Contents

CQG IC Basics ...........................................................................................................1 About this Document ...............................................................................................1 Related Documents..................................................................................................2

Getting Started ..........................................................................................................3 Logging On to CQG IC ..............................................................................................4 Logging Off CQG IC .................................................................................................8 Upgrading Your CQG IC Software ..............................................................................9 Getting Help ......................................................................................................... 10

The Main Window ..................................................................................................... 13 Main Window Components ...................................................................................... 14

Working with Toolbars .............................................................................................. 17 Main Window Toolbar ............................................................................................. 18 Chart, Quote, News Toolbar (Application Toolbar)...................................................... 19 Utility Toolbar ....................................................................................................... 20 Communications Toolbar ........................................................................................ 21 System Toolbar ..................................................................................................... 22 System Monitor Toolbar ......................................................................................... 24 Pages Toolbar ....................................................................................................... 25 Macros Toolbar...................................................................................................... 26 For the Active Window Toolbars .............................................................................. 27 Managing Toolbars ................................................................................................ 28

Setting System Preferences ....................................................................................... 33 Setting Symbol Preferences .................................................................................... 34 Setting Time Preferences........................................................................................ 36 Selecting Display Preferences.................................................................................. 37 Setting Limits Preferences ...................................................................................... 39 Setting Miscellaneous Settings ................................................................................ 41 Defining E-Mail Settings ......................................................................................... 43 Setting Settlement Preferences ............................................................................... 46 Setting an Automatic CQG IC Backup ....................................................................... 47 Selecting a Recalculation Mode................................................................................ 50

Working with Pages .................................................................................................. 51 Saving Pages ........................................................................................................ 52

Renaming a Page .................................................................................................. 53 Keywords ............................................................................................................. 54 Managing Pages .................................................................................................... 55 Creating a New Page.............................................................................................. 57 Deleting a Page ..................................................................................................... 57 Moving to Another Page ......................................................................................... 58 Using Auto Cycle to View Pages............................................................................... 60 Working with Application Windows ............................................................................. 63 Placing a Window in a Page .................................................................................... 63 Placing a Window on Top ........................................................................................ 64 The Control Button Menu ........................................................................................ 65 Changing Colors .................................................................................................... 68 Changing Fonts ..................................................................................................... 70 Printing ................................................................................................................ 71 Linking and Grouping Windows .................................................................................. 73 Clearing Data........................................................................................................... 79 Managing Pacs and Components ................................................................................ 81 Importing, Exporting, and Deleting Pacs Using the Wizard .......................................... 82 Importing, Exporting, and Deleting Pacs................................................................... 86 Managing Components ........................................................................................... 87 The Status Windows ................................................................................................. 93 Opening Status Windows ........................................................................................ 93 The Status Toolbar ................................................................................................ 94 Status Windows .................................................................................................... 95 Message Center ....................................................................................................... 99 Reading Messages ............................................................................................... 101 Managing Messages ............................................................................................. 102 Sending and Printing Messages ............................................................................. 103 Creating Macros ..................................................................................................... 105 To create a macro ............................................................................................... 105 Entering Symbols in CQG ........................................................................................ 107 Entry Fields ........................................................................................................ 108 Entering Futures.................................................................................................. 109 Entering Synthetic Spreads................................................................................... 110 Entering Cash, Currencies, Indices, Reports ............................................................ 113 Entering Rolling Strips.......................................................................................... 114

Entering Stocks ................................................................................................... 115 Entering Fixed Income ......................................................................................... 116 Entering Options ................................................................................................. 117 Entering Bonds.................................................................................................... 118 Entering Mortgage-Backed Securities (MBS) ........................................................... 120 Supporting Documentation ................................................................................... 123 Symbol Search....................................................................................................... 125 Searching for Commodities ................................................................................... 126 Filtering Search Results........................................................................................ 128 Browsing for Symbols .......................................................................................... 130 Viewing Symbol Search Results ............................................................................. 131 Contract Specifications............................................................................................ 134 Contract Specs: Properties, Trading Hours, Details, Notes ........................................ 136 CSpec Toolbar..................................................................................................... 138 Setting CSpec Preferences .................................................................................... 139 Searching for Symbols ......................................................................................... 140 Refreshing CSpec Data......................................................................................... 142 All Contracts .......................................................................................................... 143 The Time & Sales Window ....................................................................................... 145 Opening Time & Sales .......................................................................................... 145 Time & Sales Components .................................................................................... 146 Time & Sales Toolbar ........................................................................................... 147 Setting Time & Sales Preferences .......................................................................... 149 Navigating the Time & Sales Window ..................................................................... 152 Synchronizing Time & Sales to a Chart ................................................................... 153 Indicating the Amount of Tick Data to Save ............................................................ 154 Portfolio Time & Sales ............................................................................................. 155 Opening Portfolio Time & Sales ............................................................................. 156 Portfolio Time & Sales Components........................................................................ 157 Setting Portfolio Time & Sales Preferences .............................................................. 161 Creating a Custom Portfolio .................................................................................. 162 Adding Symbols to a Custom Portfolio.................................................................... 163 Deleting Symbols from a Custom Portfolio .............................................................. 164 Deleting a Custom Portfolio .................................................................................. 165 Sorting Columns.................................................................................................. 166 Quotes in CQG ....................................................................................................... 167

Opening Quote Windows ...................................................................................... 169 Moving Between Quote Windows ........................................................................... 170 Renaming Quote Windows .................................................................................... 171 Opening Other Applications from Quote Windows .................................................... 172 Placing Orders from a Quote Window ..................................................................... 173 Data Definitions for Current Values Window ............................................................ 174 Need to Know News on Quote Windows.................................................................. 187 Quote Board, Last/Net Change, and Market Watch ..................................................... 189 Quote Board, Last/Net Change, and Market Watch Windows ..................................... 190 Quote Board, Last/Net Change, and Market Watch Toolbars...................................... 193 Setting Quote Board, Last/Net Change, and Market Watch Preferences ...................... 194 Working with the Quote Board, Last/Net Change, and Market Watch.......................... 197 Custom QuoteBoard ............................................................................................... 201 Custom QuoteBoard Components .......................................................................... 202 Custom QuoteBoard Toolbar ................................................................................. 203 Working with a Custom QuoteBoard....................................................................... 204 Quote SpreadSheet ................................................................................................ 209 QSS Toolbar ....................................................................................................... 210 Setting QSS Preferences....................................................................................... 211 Working with a QSS ............................................................................................. 214 Importing and Exporting with Excel ....................................................................... 215 Enhanced Quote SpreadSheet .................................................................................. 217 EQSS Components............................................................................................... 218 EQSS Toolbar...................................................................................................... 219 Setting EQSS Preferences ..................................................................................... 219 Entering Data in Cells .......................................................................................... 220 Working with Cells, Rows, and Columns ................................................................. 223 Shortcut Keys ..................................................................................................... 226 Copying Data to Excel .......................................................................................... 227 Trading on the Quote SpreadSheets ......................................................................... 229 Enabling Trading Mode ......................................................................................... 230 Creating a Spreadsheet to Place Orders.................................................................. 231 Setting Trading Preferences for QSS and EQSS ....................................................... 235 Placing and Managing Orders on the QSS and EQSS ................................................ 236 Spread Matrix and Spread Pyramid........................................................................... 241 Spread Matrix and Spread Pyramid Components ..................................................... 243

Spread Matrix and Spread Pyramid Toolbar ............................................................ 249 Setting Spread Matrix and Spread Pyramid Display Preferences ................................ 251 Customizing the Spread Matrix Content.................................................................. 256 Customizing the Spread Pyramid Content ............................................................... 258 Defining Spreads ................................................................................................. 260 Copying Spread Expressions ................................................................................. 261 Deactivating a Spread Matrix or Spread Pyramid cell ............................................... 261 Opening a Chart from the Spread Matrix or Spread Pyramid ..................................... 261 Trading with Spread Matrix and Spread Pyramid ........................................................ 263 Enabling Trading Mode ......................................................................................... 264 Placing and Managing Orders on the Spread Matrix and Spread Pyramid .................... 265 Snap Quote ........................................................................................................... 267 Snap Quote Views ............................................................................................... 268 Snap Quote Data Definitions ................................................................................. 271 News .................................................................................................................... 275 Opening News..................................................................................................... 275 News Components ............................................................................................... 276 News Toolbar ...................................................................................................... 285 Setting News Preferences ..................................................................................... 286 Reading News Stories .......................................................................................... 291 Filtering News Stories .......................................................................................... 292 Color Coding (Highlighting) Headlines .................................................................... 293 Searching for News Stories ................................................................................... 295 Printing and E-mailing News Stories....................................................................... 298 Synchronizing News with a Chart........................................................................... 299 Alerts ................................................................................................................... 301 Opening the Alerts Window................................................................................... 302 Alerts Column Definitions ..................................................................................... 303 Alerts Toolbar ..................................................................................................... 306 Setting Alerts...................................................................................................... 307 Working with Images .............................................................................................. 317 Sending Images .................................................................................................. 318 Saving Images .................................................................................................... 321 Configuring E-Mail Settings...................................................................................... 323 Live Chat .............................................................................................................. 325 Live Chat Components ......................................................................................... 326

Initiating Live Chat with CQG Customer Support...................................................... 327 Instant Messaging .................................................................................................. 331

IM Window ......................................................................................................... 331 Configuring IM .................................................................................................... 332 Managing Contacts .............................................................................................. 333 Initiating a conversation ....................................................................................... 336 Understanding IM Icons ....................................................................................... 337 The CQG Web Browser............................................................................................ 339 Opening the CQG Web Browser ............................................................................. 339 CQG Web Browser Toolbar.................................................................................... 340 Setting Web Preferences ...................................................................................... 341 CQG Data.............................................................................................................. 343

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