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X_RISK®

Common Tasks in the Market Explorer

Below you will find some of the most common tasks within the Market Explorer.

Searching for a Product

To search for a product:

  1. From the Control Panel, click the Window menu and choose Market Explorer.

    - or -

    From the Control Panel, click the icon.

  2. In the Exchange section, click the exchange that hosts the product you want to find.
  3. In the top left corner of the window, click to select a filter category from the list.
OptionFilter Characteristics

All

Selects all available products for this exchange.

Is

The product name or alias entered in the text box is identical with exchange name/symbol.

Starts With

The product name or alias entered in the text box starts with the first letter of the exchange name/symbol.

Contains

The product name or alias entered in the text box is contained in the exchange name/symbol.

  1. If you want to search an alias (common name) for the product, click to select the Search Descriptions checkbox.
  2. Type your search criteria in the available space.

The matching products appear in the Products box as you type.

You successfully searched for a product.

Renaming Contracts

You can create custom names for any contract using the context menu in Market Explorer. The custom names display in all other X_RISK windows for every flavor of the gateway.

Example: If you rename a contract in CME-A, the contract name persists for CME-B and all other CME flavored gateways.

Renaming Contracts

To rename contracts:

  1. From the Control Panel, click the Window menu and choose Market Explorer.

    - or -

    From the Control Panel, click the icon.

  2. If you are logged into more than one exchange, in the Exchanges box, click the exchange whose product you want to find .
  3. From the Product Types box, click to toggle between the displayed types.
  4. In the Products box, click the + next to the product whose contract you want to rename.
  5. Right-click the contract and click Rename.
  6. Type the new contract name and press Enter.

You successfully renamed contracts.

Restoring contract names

To restore contract names:

  1. From the Control Panel, click the Window menu and choose Market Explorer.

    - or -

    From the Control Panel, click the icon.

  2. If you are logged into more than one exchange, in the Exchanges box, click the exchange whose product you want to find.
  3. From the Product Types box, click to toggle between the displayed types.
  4. In the Products box, click the + next to the product whose contract name you want to restore.
  5. Right-click the contract and click Restore.

    You successfully restored contract names.

Populating Windows with Contracts

From Market Explorer you select which functional window to open and populate with the products you wish to trade.

Follow these procedures to open a functional window with Market Explorer:

Populating a functional window using drag-and-drop

To populate a functional window using drag-and-drop:

  1. If a functional window is not open, use the Control Panel to open one.
  2. From the Control Panel, click the Window menu and choose Market Explorer.

    - or -

    From the Control Panel, click the icon.

  3. Find the products you want to drag into the functional window.
  4. From the Product Types box, click to toggle between the displayed types.
  5. Press and hold the CTRL key and, from the Products box, click the products you want to open.
  6. With the cursor over one of the selected products in the Products box, click and hold the mouse button. Continue holding the mouse button and move the mouse.

    The cursor changes to a circle with a diagonal line through it.

  7. Continue holding the mouse button and drag the cursor to the open functional window.
  8. When the cursor turns into an arrow with a + sign under it, release the mouse button.

Populating a functional window for one product

To open a functional window for a single product:

  1. From the Control Panel, click the Window menu and choose Market Explorer.

    - or -

    From the Control Panel, click the icon.

  2. If you are logged into more than one exchange, in the Exchanges box, click the exchange whose product you want to find.
  3. In the top left corner of the window, click the down arrow and choose your search filter.
  4. Type your search criteria in the available space.

    The Products field updates as you type.

  5. From the Product Types box, click to toggle between the displayed types.
  6. Click to select the product you want to open.
  7. Click > to transfer the products from the Products box to the Selected Instruments box.
  8. In the Function box at the top of the window, click to select the functional window in which you want to open the product.
  9. Click Start to open the functional window and populate it with the product.

Populating a functional window for multiple products

To open a functional window with multiple products:

  1. From the Control Panel, click the Window menu and choose Market Explorer.

    - or -

    From the Control Panel, click the icon.

  2. If you are logged into more than one exchange, in the Exchanges box, click the exchange whose product you want to find.
  3. In the top left corner of the window, click the down arrow and choose your search filter.
  4. Type your search criteria in the available space.

    The Products field updates as you type.

  5. From the Product Types box, click to toggle between the displayed types.
  6. Press and hold the CTRL key and, from the Products box, click the products you want to open.

    - or -

    To open all products in the Products box, click the >> button and skip to Step 8.

  7. Click > to transfer the products from the Products box to the Selected Instruments box.
  8. In the Function box, click to select the functional window in which you want to open the product.
  9. Click Start to open the functional window and populate it with the selected products.