Platform Tour
Take a guided tour through the Trading Platform interface. Learn where everything is located and how to navigate efficiently.
Interactive Tour
New to the platform? Launch the interactive tour by pressing Shift + ? for step-by-step guidance with highlights.
Interface Overview
The Trading Platform is organised into distinct areas, each serving a specific purpose. Understanding this layout helps you work efficiently.
Complete Platform Walkthrough
Comprehensive video tour covering all major features and interface elements
Full platform interface showing all major areas: sidebar, chart, order panel, and terminal
| Area | Location | Purpose |
|---|---|---|
| Top Navigation | Top of screen | Account, settings, mode toggles |
| Sidebar | Left side | Watchlist, instruments, navigation |
| Main Chart | Centre | Price charts and analysis |
| Order Panel | Right side | Trade execution |
| Terminal | Bottom | Positions, orders, history |
Top Navigation Bar
The top navigation provides quick access to essential functions and account information.
Left Section
- Logo/Home - Click to return to the dashboard
- Workspace Switcher - Switch between saved layouts
- Quick Search - Press
Cmd/Ctrl + /to search instruments
Centre Section
- Demo/Live Toggle - Switch between demo and live trading
- Connection Status - Green indicates connected to broker
- Server Time - Current market time (synced to broker)
Right Section
- Account Balance - Current equity and available margin
- Notifications - Bell icon shows alerts and updates
- Profile Menu - Settings, help, and sign out options
Left Sidebar
The sidebar provides navigation and instrument management tools.
Watchlist Panel
Your personalised list of instruments for quick access and monitoring.
- Add Instruments - Click the + button or drag from search results
- Organise - Create folders to group related instruments
- Quick Trade - Right-click any symbol to open order panel
- View Modes - Compact, detailed, or card view
Watchlist Information Display
| Column | Description |
|---|---|
| Symbol | Instrument identifier (e.g., EURUSD) |
| Bid/Ask | Current buy and sell prices |
| Spread | Difference between bid and ask |
| Change | Daily percentage change (colour-coded) |
| High/Low | Daily price range |
Navigation Menu
Access different sections of the platform:
- Dashboard - Overview of account performance
- Markets - Browse all available instruments
- Charts - Technical analysis workspace
- Calendar - Economic events and earnings
- News - Market news and analysis
- Reports - Trading history and analytics
Left sidebar with watchlist panel and navigation menu
Main Chart Area
The central chart area is your primary analysis workspace. It supports multiple chart types and advanced drawing tools.
Chart Toolbar
Located above the chart, providing quick access to common functions:
| Tool | Shortcut | Description |
|---|---|---|
| Timeframe | 1-9 | Switch between M1, M5, H1, D1, etc. |
| Chart Type | C | Candlestick, bar, line, area |
| Indicators | I | Add technical indicators |
| Drawing Tools | D | Trendlines, Fibonacci, shapes |
| Screenshot | S | Capture chart image |
| Full Screen | F | Expand chart to full screen |
Chart Types
- Candlestick - Most popular, shows OHLC with body and wicks
- Bar (OHLC) - Traditional bar chart with open/close ticks
- Line - Simple closing price connection
- Area - Filled area beneath the line
- Heikin Ashi - Smoothed candlesticks for trend clarity
- Renko - Price movement blocks (time-independent)
Timeframes Available
| Category | Timeframes |
|---|---|
| Tick | Tick, 100 Ticks, 500 Ticks |
| Minutes | M1, M5, M15, M30 |
| Hours | H1, H4 |
| Days | D1, W1, MN1 |
Drawing Tools
Annotate your charts with a comprehensive set of drawing tools:
- Lines - Trendlines, horizontal/vertical lines, rays
- Fibonacci - Retracement, extension, fan, arc, timezone
- Shapes - Rectangle, ellipse, triangle, parallel channel
- Text - Labels, callouts, price labels
- Patterns- XABCD, Elliott waves, head & shoulders
- Measure - Price range, date range, risk/reward
Pro Tip: Quick Drawings
Hold Alt and click on the chart to quickly draw a horizontal line at that price level.
Main chart area with toolbar, drawing tools, and timeframe selector
Order Panel
The right-side panel is dedicated to trade execution and order management.
Order Entry Components
- Symbol Display - Current instrument with live price
- Buy/Sell Buttons - One-click direction selection
- Order Type - Market, Limit, Stop, Stop-Limit
- Position Size - Lots, units, or risk-based
- Stop Loss - Price, pips, or percentage
- Take Profit - Price, pips, or percentage
- Risk Calculator - Auto-calculate position size from risk
Order Summary
Before execution, review the order summary showing:
- Estimated execution price
- Position value and margin required
- Risk amount in currency
- Risk:Reward ratio
- Spread cost
Order panel showing position size, stop loss, take profit, and execution buttons
Bottom Terminal
The terminal at the bottom of the screen manages your active trading activity.
Terminal Tabs
| Tab | Contents |
|---|---|
| Positions | Open trades with real-time P&L, close buttons |
| Orders | Pending orders waiting for execution |
| History | Completed trades with results |
| Alerts | Price alerts and notifications |
| Journal | Trade notes and analysis logs |
Position Management
From the Positions tab, you can:
- Modify - Change stop loss or take profit
- Close - Exit position at market
- Partial Close - Close a portion of the position
- Reverse - Close and open opposite position
- Add to Position - Increase position size
Dashboard Overview
The dashboard provides a high-level view of your trading performance and account status.
Key Metrics Displayed
- Account Balance - Total account value
- Equity- Balance plus/minus open P&L
- Available Margin - Free margin for new trades
- Margin Level - Equity as percentage of used margin
- Daily P&L- Today's profit or loss
- Open P&L - Unrealised profit on open positions
Performance Charts
- Equity Curve - Account growth over time
- Win Rate - Percentage of winning trades
- Profit Distribution - By instrument, direction, day
- Drawdown - Maximum peak-to-trough decline
Keyboard Shortcuts Reference
Master these shortcuts to navigate the platform like a professional.
Navigation
| Shortcut | Action |
|---|---|
| Cmd/Ctrl + / | Quick search instruments |
| Cmd/Ctrl + , | Open settings |
| Cmd/Ctrl + K | Command palette |
| Escape | Close any dialog or panel |
Trading
| Shortcut | Action |
|---|---|
| Cmd/Ctrl + N | New order |
| Cmd/Ctrl + Shift + C | Close all positions |
| B | Quick buy (on chart) |
| S | Quick sell (on chart) |
Chart
| Shortcut | Action |
|---|---|
| 1-9 | Switch timeframes |
| C | Toggle chart type |
| I | Add indicator |
| D | Drawing tools |
| F | Toggle fullscreen |
| +/- | Zoom in/out |
Customising Your Workspace
The platform layout is fully customisable to suit your trading style.
Layout Options
- Resize Panels - Drag borders between sections
- Collapse Panels - Double-click borders to minimise
- Multi-Chart - Split view with 2, 4, or 6 charts
- Detach Windows - Pop out charts to separate monitors
Saving Workspaces
- Arrange your preferred layout
- Click the workspace name in the top bar
- Select Save Workspace As
- Name your workspace (e.g., "Day Trading", "Analysis")
Switch between saved workspaces instantly using the dropdown or keyboard shortcuts.
Next Steps
Now that you know your way around the platform, continue with:
- Your First Trade - Execute your first order
- Reading Charts - Master technical analysis
- Trading Interface - Deep dive into order entry
- Using Indicators - Add technical indicators
Risk Disclosure
Trading involves substantial risk of loss and is not suitable for all investors. Only trade with money you can afford to lose. Past performance does not guarantee future results.