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Demo account quik without registration. How to open a demo account on Quik quickly and for free

Greetings, guests and regular subscribers of my blog! Where do you think it is better for a recruit soldier to practice combat skills: in a training center or in an attack on an elite enemy regiment? "It's hard in teaching - it's easy in battle," said the brilliant Suvorov.

But there is another opinion... Do not be afraid, we will not go to war. Today our meeting is dedicated to a simple but important topic: how to open a demo account in the stock market.

Many traders (and even experienced specialists, oddly enough) advise beginners to start trading in the stock market almost immediately by opening a real account. They justify their position by the fact that trading with real money disciplines, and the quotes on a demo account seem to be very different from the real market.

Both arguments are at least controversial, and harmful. Not only that, without experience on a demo, it is difficult to work out your trading system, so you still need to learn a lot of nuances related to the trading program, whether it's Quik, popular with brokers in Russia, or Fusion, developed for the New York Stock Exchange (NYSE).

The process of opening a demo account with different brokers is not the same, but it is always much simpler than a real one, which is primarily due to taxes. so-called. forex "kitchens" work without registration in Russian tax authorities, so even a scan of the passport is not always requested.

Another thing is stock market brokers who are tax residents in Russia. Even a demo account with some of them can be opened only by calling the manager after filling out the application. A common problem is a long wait after sending a request to open a demo account. This is especially true for a broker.

It also happens that after the first application for opening a demo, a letter with a login and password does not arrive at all. Then the application has to be repeated, sometimes 2-3 times. However, Finam is not very suitable for the first steps in the stock market for another reason: it is too complicated in structure, site navigation, range of services offered and requires some experience.

If you are interested in the Russian market

Much easier in terms of both navigating the site and signing up for a demo, Broker. You only need to fill out a simple form:

After that on specified number an sms with a confirmation code arrives, and a letter with a login and password for the Quik terminal is sent to the specified e-mail address. You can start trading on a demo account.

It is very important that BCS allows you to trade on a demo using the full version of Quik, while many brokers offer the Quik Junior training program instead. The main (if not the only) difference between the two is the quote feed. Quik Junior simulates stock market trading programmatically, and receives quotes for the futures and currency markets from the training servers of the Moscow Exchange.

It is this circumstance that leads to the misconception that it is impossible to work out a trading system on a demo. There is a way out here and it is very simple: open a demo account with a broker who offers to download a full-featured Quik for him, which displays true real-time quotes.

Sberbank also allows you to open a practice account on your own, which does not require any personal information other than a phone number. However, unlike BCS, only the Quik Junior training platform is available, and you can use the training account for a maximum of a month. Therefore, in terms of useful skills, the opportunities provided by BCS are much more valuable.

By the way, Finam also has its own FinamTrade terminal, with which you can get demo access to the Moscow Exchange, but only for 5 days and only once.

What if it's American?

Well, what can you advise traders who are interested in access to the American stock market? Here it is important to distinguish between trading in instruments that are traded on, and access to these exchanges itself.

In general, very good reviews about the Ukrainian broker SGD Trade. This broker just specializes in providing access to the New York stock exchange(New York Stock Exchange or NYSE). There are 3 trading platforms to choose from: Fusion, ROX and Takion. For beginners, trading on the Fusion platform is usually recommended. Before opening a demo account with this broker, you need to register a personal account. It's very easy to do this:

There is no need to indicate a real phone number and skype: no one will contact you through these contacts. But the e-mail needs a valid one, because. there will be an email with a password for personal account. Your email will be used as your login. From your personal account, you can get a 15-day demo access to one of the two trading terminals.

Unfortunately, the third terminal (and this is Fusion) is available only when opening a real account. At the same time, the arguments in favor of such a short-term demo access are so unusual that they require a separate mention:

Like this! It turns out to hone trading strategy you need immediately on a real account. And the problem is not that the SDG-Trade broker thinks so, but that most stock market brokers seem to think so. How else can you explain that some do not allow you to download a working version of the trading terminal for a demo, others limit the trading period to 30 or 15 days, and still others do not allow you to open a demo account at all?

Brokers that do not impose strict restrictions should still be looked for. By the way, BCS does not indicate anything about the limitations of the functionality of the terminal on a demo account and the time frame. Finam provides a demo version of the ROX terminal, which connects to the ROX Demo America server. Access is not limited by time, but quotes can be very far from real ones.

Afterword

Comparison of the conditions for opening a demo account in the stock market and the Forex market will definitely not be in favor of the former. If on Forex you can use a demo account for an unlimited time and see market quotes, then in the case of the stock market, the user always receives a number of restrictions.

This is all the more strange because terminals for professional trading are much more complicated, and there are much more nuances when concluding transactions. A novice trader is practically not given the opportunity to create and work out his own system. Therefore, educational articles, videos and webinars are very important.

Program Sberbank QUIK allows traders to work with the assets of the Moscow Exchange in real time by placing various types of orders. The platform combines three sections of the MICEX at once, and also allows you to conduct margin trading.

Functionality of the Sberbank QUIK trading program

The easiest way to buy and sell assets on the stock, term and foreign exchange market– use a special trading system installed on a computer or mobile phone.

Why you need to download quik

The QUIK program is developed by professional programmers and traders who make it as convenient as possible. The flexibility of the system lies in the fact that each broker can set up trading conditions in accordance with their own rules.

By installing the QUIK Sberbank program, you will receive a ready-made platform for accessing various sections of the Moscow Exchange through a single interface.

So, you will get output to:

  • stock exchange (stocks, bonds, including municipal and federal ones);
  • derivatives exchange (futures and options);
  • currency exchange (purchase of foreign banknotes at a market rate that is more favorable than the bank rate due to minimal spreads).

You can get advice from Sberbank on QUIK trading by calling hotline. There is a personal customer support service, it is possible to solve emerging technical problems from the interface of the trader's personal account on the Sberbank website.

What opportunities does the system provide

The QUIK Sberbank system provides its traders with basic and advanced features:

  • viewing quotes in real time;
  • glass of prices;
  • placing and withdrawing long and short orders;
  • the ability to place pending orders in the Transaction Pocket;
  • initiation of conditional orders (stop limit, take profit, by time, etc.);
  • import and export of transactions and orders created by other programs and systems;
  • the possibility of using robots and advisors;
  • a large selection of tools for technical analysis;
  • organized the possibility of margin trading and sub-brokerage services;
  • automatic write-off of commissions and tax payments.

The QUIK program itself is built on a modular system, its interface can be changed according to your needs. It is possible to independently create modules and download ready-made modules from suppliers.


Instructions on how to install QUIK

There are several ways to install QUIK Sberbank. The first is the use of authentication codes. The second way is installation using 2-factor authentication.

Download with passcode

Data protection and encryption is provided by a unique cryptographic software, so you don't have to worry about data leakage.

After concluding a contract for brokerage services and replenishing a personal account, you must:

  • get a flash drive with a personal VPN key from the manager;
  • on the computer from which trading will be carried out, download the FPSU drivers from the link (there you can also download the distribution kit of the QUIK program itself);
  • restart the computer and insert the flash drive with the VPN key into the USB port;
  • enter PIN-1 and make sure that the connection with the broker's server is established;
  • download Sberbank QUIK from the link above and install the program;
  • start the terminal, enter PIN-1 again. The system is ready to go.

Download with increased security requirements

It is especially important to use this method if several people use the computer. How to install Sberbank QUIK - instructions below:

  • install an online trading system from the official website of the broker;
  • use the nested program to create public and private keys (pubring.txk and secring.txk);
  • find the pubring.txk key in the C:\SBERBANK\QUIK_SMS\KEYS folder and upload it to the broker's server through a special form at the link sberbank.ru/ru/person/investments/broker_service/tradesystems/quik(important: when uploading, indicate the correct contract code and e-mail, otherwise the system will not give access);
  • wait for confirmation by e-mail that the public key has been registered;
  • open Sberbank QUIK and enter your username and password;
  • confirm the login with a password that will be delivered via SMS.

Only you use the computer - then it's easier to download QUIK Sberbank with one authentication code

The second method allows you to protect your account more securely and ensures that no one but you can log into the online trading system.

Demo account QUIK

Trading on the stock or derivatives market requires at least minimal preparation from the trader. The best way to find out all the pitfalls and features of online trading with QUIK Sberbank is to connect a demo trading system.

Why is a Sberbank demo account useful?

The demo allows you to take part in real trading on the Moscow Exchange, but with virtual capital - this will allow you to get comfortable with the interface and explore all the features of the program.

Initially, you can set an arbitrary number of any monetary units, but it is better to indicate the amount that you actually plan to trade: this will create conditions that are as close to reality as possible.

Sberbank provides QUIK demo by ARQA Technologies on the basis of an agreement with the Moscow Exchange. Functionally, you will not be limited by anything - you will be able to place orders, including pending ones, set up the conditions for executing transactions, get acquainted with the features of charging spreads and commissions. Access to all sections of the Moscow Exchange will be provided.


Trial account features

However, some features of the QUIK terminal of the Sberbank demo account should be taken into account:

  • you will not be able to use "advanced" modules - only the basic functionality will be opened;
  • not all financial instruments will be available - only blue chip issuers;
  • the chart is generated with a delay of 10 minutes compared to real quotes;
  • you can work on a demo only for 1 month;
  • Application processing takes 1 business day.

In order to get access to a demo account of a Sberbank broker, you need to follow the link arqatech.com/ru/support/demo/ , go through a simple registration and wait for a letter with further instructions (including a link to the distribution kit to be installed) by e-mail .


Conclusion

Thus, the most convenient way to trade online is to use the Sberbank QUIK system. It provides ample opportunities for traders of any level. Clients have the opportunity to connect a demo account to get acquainted with the functionality of the system.

One of the most popular terminals for trading.

  • Access to Russian and international markets
  • In one terminal: currency, stocks, bonds, futures and other instruments
  • High speed and reliability of order execution
  • A complete set of tools for analysis and trading

How much does it cost to work in the terminal?

If the value of assets (cash and/or valuable papers) less than 5000 rubles, the QUIK terminal can be disabled in accordance with the Regulations.

Technical requirements

  • Operating system (OS): Windows XP / Vista / 2008 / Windows 7 / 2012 / Windows 8 / Windows 10
  • Processor (CPU): no older than Pentium 4 (2.0 GHz)
  • Random access memory (RAM): at least 2 GB
  • Hard disk drive (HDD): at least 2 GB

Authentication Methods

From December 1, 2017, when registering a Quik terminal, BCS clients are given the opportunity to choose the type of authentication when registering a terminal - using a key pair, or using a login/password pair.

Key authentication requires the user to generate a key pair. During the generation process, the client independently sets the login and password for access to the keys. One of the keys (public) the user sends for registration through BCS Online. To connect to the server, the user specifies the path to the key pair in the terminal and enters the login and password for accessing the keys; confirmation of the entry with an SMS code is not required.

Login/password authentication does not require the user to generate keys. The login and access password are issued to the client by the broker (the login is displayed in the "Terminals" section of BCS Online, the temporary password is sent via SMS). To connect to the server, the user must enter the login and password from the terminal, then confirm the entry using an SMS code.

Important! The authentication method can be selected only once - at the stage of registering the terminal in the personal account of BCS Online!

QUIK installation

1. Download the QUIK distribution kit from the company's website. The section presents two versions of the distribution, each configured to work with in a certain way authentication, be careful when choosing!

2. Extract the contents of the archive to any directory of the user's choice.

3. Find and run the QUIK_bcs_v_.exe file in the selected directory.

4. In the window that opens, click "Install".

5. Wait for the installation process to finish, click "Finish".

Key generation

Attention! This step is mandatory only if you use a terminal with a key authentication method. If you plan to use a terminal with login/password connection type, proceed to the registration step.

The key generation program starts automatically after the installation of QUIK is completed. If this does not happen, start the program manually:

Option 1. Go to "Start" → "Programs" → "BCS_Work" → "QUIK" → "Create personal keys".

Option 2. Open the "C" drive, go to the "BCS_WORK" folder, then the "QUIK" folder, find the "KeyGen.exe" file and run it.

Key generation procedure:

1. At the first step, you need to select the drive and directory where the access key files will be located (the “Select” button). We recommend NOT changing the directory, as QUIK will automatically search for keys in the default directory. Enter the name and password (at least 3 characters) under which you will enter the system. After filling in all the specified fields, click the "Next" button.

2. In the second step, you need to enter the password again, then click "Next":

3. At the next step, click the "Create" button:

5. Click the "Finish" button. The key generation process is completed.

Terminal Registration

First 30 calendar days the first QUIK terminal (stationary version) is provided free of charge. On the 31st calendar day:
- QUIK terminal becomes paid;
- if the value of assets (cash and/or securities) is less than 5,000 rubles, the QUIK terminal may be disabled in accordance with the Regulations.

During the initial registration of the PocketQUIK and (or) WebQUIK terminal, there must be enough assets on the brokerage account (cash and/or securities in the amount of more than 30 thousand rubles). Otherwise, the QUIK terminal will not be registered in accordance with the Regulations.

You can register a new terminal only if you do not have previously disconnected terminals (in this case, you need to reconnect the previously disconnected terminal).

Registration procedure:

1. Log in to your BCS Online personal account.

2. On the main page of your personal account:

a. in the "Broker accounts" section, select the desired master agreement;

b. in the right area, go to the "Terminals" section;

c. click on the "Connect trading terminal" button.

3. Click "Connect" in the section with the Quik terminal.

4. In the window that opens, specify:

a. terminal type. Select "QUIK";

b. terminal registration type:

If you plan to use the terminal with keys, select "by key" and attach the public key file pubring.txk. It was created by you when generating keys. If you did not change the directory during the key generation process, then it is located in the directory C:\BCS_Work\QUIK_BCS\key\

If you plan to use the terminal with connection by login/password, select "by login and password".

c. choose the method of signing the order.

5. Confirm the sending of the order:

a. To sign using the Electronic Signature, enter the password for accessing the Electronic Signature and press "Enter".

b. To sign using an SMS password, in the window that opens, in the "SMS password" field, enter the code that you received in the form of an SMS and click "Authorize".

6. The terminal will be registered no later than the next business day. You can track the status of the submitted order in the history of orders in the "Terminals" section. The terminal status will be displayed when you hover over the icon in the order.

Beginning of work

1. Launch the terminal using a shortcut on the desktop, or through the menu "Start" - "All Programs" - "BCS_Work" - "Quik BCS" - "1. Quik BCS.

2. If during the generation process the key storage directory was changed to a custom one, then you need to specify the path to the keys according to the instructions below. If the default directory was used, go to the next step.

3. The identification window opens automatically after starting the program (if the window does not open on its own, it can be called through the menu "System" - "Establish connection"):

4. To connect to the server, fill in the fields:

a. Select a connection. You can leave the default connection, or, if necessary, change to any other main connection from the list.

b. Specify username:

If the terminal uses a pair of keys, the username is set by the user himself, at the first step of key generation.

If the terminal uses a login/password pair, the username is issued by the broker and displayed in the "Terminals" section of the BCS personal account.

c. Specify password:

If the terminal uses a pair of keys, the password is set by the user himself, at the first step of key generation.

If the terminal uses a login/password pair, a temporary password is issued by the broker and sent via SMS.

d. Press "Login".

5. If the data is entered correctly:

a. If the terminal uses a pair of keys, then the terminal will display the message "Connection established" and you can start working.

b. If the terminal uses a login/password pair, an SMS code entry window will open. When you first log in, after entering the SMS code, a window will open to change the temporary password to a permanent one. To change it, you need to enter a temporary password in the "Password" field, enter a new user password in the "New password" and "Confirm password" fields, then click "Change":

Attention! The new password must comply with security requirements - a length of 7 characters, the presence of large and small letters of the English alphabet, the presence of numbers.

c. If the data is correct, the terminal will display a message:

d. Confirm the change - click "Yes" and the terminal will automatically reconnect to the server using the new password.

How to set the path to the keys in QUIK

By default, QUIK looks for keys in the directory C:\BCS_Work\QUIK_BCS\key\

If your keys are in another place, you need to write the path to them in QUIK as follows:

1. Run QUIK. Do NOT connect to the server.

2. Open the menu item "System" → "Settings" → "Basic settings" → "Program" → "Encryption" and click the button in the "Default settings" field.

3. In the “Current settings” form that appears, in the “File with public keys” and “File with secret keys” fields, when you click on the […] buttons, you need to check the location of the public key “pubring.txk” and the secret “secring.txk” key respectively. If the path is incorrect, you must specify the correct one.

Note: When you click on the […] button, if the message shown in the figure below appears, given message must be closed (button "OK"), after which the standard dialog form for selecting a file will be displayed on the screen.

After specifying the paths to the keys, you need to click the "Save" button, in the second window click "OK".

Changing the encryption method in the terminal

Attention! This instruction is applicable only for Quik terminals version 7.14.1.7 and older. If you are using an earlier version, you need to update the program through the menu "System" - "About the program" - "Check for program update".

In the "Software Downloads" section on the company's website, there are two versions of the program with the settings already made that are necessary for use with various encryption methods. However, if you are having difficulty connecting due to the fact that the terminal is configured for a different type of authentication, you need to:

1. Launch the Quik terminal.

2. Do not connect to the server, and if the terminal by default prompts you to enter user data in the "User Identification" window, click "Cancel".

3. Go to the menu "System" - "Settings" - "Basic settings", expand the item "Program" and select "Encryption" in the drop-down list.

4. Press the button with the ellipsis in the line "Encrypt using CIPF".

5. In the "Work with crypto-providers" window, select:

a. If you need to enable key encryption. In the list of installed crypto-providers, highlight the line "Qrypto32", click "Select".

b. If you need to activate encryption by login/password. In the list of installed crypto-providers, select the line "OpenSSL_Provider", click "Select".

6. Click "OK" in the client place settings window. Restart terminal.

Creating and editing a table of current trades

The purpose of the current trading table is to display the actual values ​​of the trading parameters for the selected financial instruments. Financial instruments are indicated in the row headers of the table, parameters are indicated in the column headers.

To create a table you need:

2. In the "Available Instruments" section, in the search field, enter the name of the required instrument (security, futures, option), then select the desired instrument among those found, then click the "Add" button, the instrument will go to the "Row Headers" section.

3. Similarly, you need to add parameters that will be displayed in the table. Then click the "Yes" button.

The purpose of the parameters in the table of current trades can be viewed in the QUIK Help by pressing the F1 button on the keyboard.

In the event that you cannot find a tool or parameter when creating a table, you need to:

1. Go to the section "System", "Settings", then select "Basic settings".

2. Expand the list opposite "Programs" by clicking on "+", select the section "Data acquisition".

3. On the right, put a dot in front of the line "Based on the settings of the tables opened by the user", click "OK".

4. Select the "Saving data" section. On the right, put a dot in front of the line "Only data reflecting the current state", click "OK".

To edit the table of current trades, you need to:

1. 1. Right-click on any line in the table of current trades or select the table by clicking on it with the left mouse button and then go to the "Actions" menu. Then select Edit Table.

2. The table editing window will open. After making changes to the table, click the "Yes" button.

Creating a quote table (order book)

The quotes table contains the best current bid/ask quotes sorted by the "Price" parameter. The number of best quotes depends on the class of instruments.

To create a quotes table (glass), you need:

2. In the search, enter the name of the instrument, select the desired instrument, click the "Yes" button.

The purpose of the parameters in the quotes table can be viewed in the QUIK Help by pressing the F1 button on the keyboard.

Order entry window, stop orders

The window, depending on the settings, can have a compact or full form. The window view is switched by pressing the ">>" button.

Input window applications can be opened using one of the methods described below:

1. Right-click on an instrument in the table of current trades, or in the table of deals, or in the table of orders, or in the table of limits for securities. Then select "New Application".

2. Press the F2 button on the keyboard.

Assignment of fields in the application entry window:

1. "Instrument" - selection of an instrument from the list of securities of this class.

2. "Trading account" - the code of the trading account in respect of which the order is made.

4. "Price" - the price of an order for one instrument unit.

5. "Market" - a sign of an order without specifying the execution price. Such an order is executed on the exchange immediately, according to the best prices available counter applications. This parameter is applicable only when trading stocks and bonds.

6. "Quantity" - the number of securities, expressed in lots. The number of securities in one lot is indicated in brackets. When submitting a market buy order for a closing period auction, the field is not available for filling.

7. "max" - the maximum possible number of lots in the application, calculated from the amount of the client's available funds.

8. "Customer code" - the identifier of the client in the QUIK system.

9. "Instruction" - a text comment to the application (optional).

Using the stop order entry form, you can create conditional orders of various types.

Input window stop orders can be opened in one of the following ways:

1. Right-click on an instrument in the table of current trades, or in the table of deals, or in the table of orders (stop orders), or in the table of limits for securities. Then select "New stop order".

2. Press the F6 button on the keyboard.

Purpose of the fields in the stop order entry window:

1. "Type of stop order" - selection of one of the possible types of instructions. Enables special fields related to certain type stop orders. If necessary, the application entry window takes an expanded form.

2. "Validity". If the value "today" is selected, then the instruction is valid until the end of the current day, otherwise the instruction is valid until the date selected in the "until..." field, or until the instruction is canceled if the value "until canceled" is selected.

3. "Order validity time" - the period of time during which the conditions of the stop order are checked. Parameter of "Take Profit and Stop Limit" orders. If the checkbox is disabled, then the parameter is not used. When the flag is enabled, it is necessary to specify in the field "from..." - the start time of the stop order, and in the field "to..." - the end time.

4. "Instrument" - selection of an instrument from the list of securities of this class. To find a tool in the list, type the first letters of its name from the keyboard (contextual search in drop-down lists is enabled in the Settings / General... menu, "Program" section).

5. "Trading account" - the code of the trading account in respect of which the order is made.

6. "Application activation condition" - setting the application activation conditions:

7. "Operation" - selection of the direction of the application: "Purchase" or "Sale".

8. Selection of a controlled stop price condition in relation to the price of the last transaction for the instrument:

For orders of the “Stop price for another security” type, the condition looks like: “If the price<=» (или «>=") and means the execution of the order if the price of the last transaction on another instrument crosses the specified value;

For orders of the "Stop-limit" and "With a related order" types, the condition looks like "stop-limit if the price<=» (или «>=") and means placing a limit order if the price of the last transaction crossed the specified value;

For “Take Profit” orders, the condition looks like “Take Profit if the price<=» (или «>=") and means the beginning of the calculation of the minimum (maximum) price of the last deal, if it crossed the specified value;

The stop price value is indicated in the window to the right of the condition selection.

9. "Price" - the price of a limited order placed in the trading system upon the occurrence of the "Stop Limit" condition, for one unit of a financial instrument.

10. "Quantity (lot = ...)" - the number of securities, expressed in lots. The number of units of the selected security instrument in one lot is indicated in brackets.

11. "max" - the maximum possible number of lots in a stop order, calculated from the amount of the client's available funds.

12. "Customer Code" - the identifier of the client in the QUIK system.

13. "Instruction" - a text comment to the application.

To view the status of applications, you need to create a table of applications, for this you need to select the "Create window" section, then "Applications", then the "Yes" button. This will result in a table:

To create a table of stop orders and a table of deals, you need to perform similar actions. This will result in tables:

The purpose of the parameters in the table of orders, stop orders and deals can be viewed in the QUIK program Help by pressing the F1 button on the keyboard.

Plotting

The "Graphics" window is intended for graphical display of changes in indicators during trading.

To build a chart, you need to right-click on the instrument name in the current trading table, then select "Price and Volume Charts".

You can edit the chart by right-clicking on the candle on the chart, then select "Edit ..."

After making changes, click the "OK" button.

To manage charts, you can add a "Charts Panel", for this you need to right-click on the toolbar, then check the box next to the word "Charts".

As a result, buttons for managing charts should appear:

The purpose of the buttons is displayed if you hover over the corresponding button in the toolbar.

Client portfolio, securities limits, cash limits

The purpose of the "Client Portfolio" table is to display the monetary value of the client's funds available borrowed money and indicators of margin lending.

To build the Client Portfolio table, you need to go to the "Create Window" section, then select "Client Portfolio", then click the "Yes" button. This will display a table:

The purpose of the parameters in the Client Portfolio table can be viewed in the QUIK Help by pressing the F1 button on the keyboard.

The table of limits on securities is necessary to control the number of securities available for trading on the stock market.

The table of limits for securities is built as follows: you need to go to the "Create window" section, then select "Limits for securities", then click the "Add all" button, then the "Yes" button, the following table will appear:

The purpose of the parameters in the Limits table for securities can be viewed in the QUIK Help by pressing the F1 button on the keyboard.

The purpose of the cash limit table is to control the amount of cash available for trading on the stock market.

The table of cash limits is built as follows: you need to go to the "Create window" section, then select "Cash limits", then click the "Add all" button, then the "Yes" button, the following table will appear:

The purpose of the parameters in the Cash Limits table can be viewed in the QUIK Help by pressing the F1 button on the keyboard.

Limits and positions on client accounts on FORTS

The purpose of the table of restrictions on client accounts is to view information about the current value of the client's open positions for all instruments derivatives market. The purpose of the table is equivalent to the “Cash Limits Table” for transactions in the stock market.

To build a table of limits on client accounts, you need to go to the "Create window" section, then select "Limits on client accounts". This will result in a table:

The purpose of the parameters in the table of restrictions on client accounts can be viewed in the QUIK Help by pressing the F1 button on the keyboard.

If the "Create Window" menu does not contain the "Security Limits", "Cash Limits", "Client Portfolio", "Client Account Limits", "Client Account Positions" items, go to the "Create Window" menu item. , then select Customize Menu. In the left area, you need to select the points of interest with the left mouse button and click "Add", then click "OK".

The purpose of the table of positions on client accounts is to view information about the current state and changes in the parameters of client accounts for derivatives market instruments. The purpose of the table is equivalent to the Table of Limits on Securities in Operations on the Stock Market.

To build a table of positions on client accounts, you need to go to the "Create window" section, then select "Positions on client accounts". This will result in a table:

The purpose of the parameters in the table of positions on client accounts can be viewed in the QUIK help by pressing the F1 button on the keyboard.

News table

To create a news table you need:

2. In the window that appears, click the "Add all" button, then the "Yes" button.

3. The news window will appear. The window is divided into two parts: in the upper part there are headlines of the news, indicating the time of release and the source (agency), in the lower part the text of the news is shown.

You can optionally set a filter for news agencies. For this you need:

1. Right-click on the top of the news window, then select "Edit Table".

2. Check the box next to "Filter agencies", in the window that opens, select the necessary agencies, then click the "Yes" button, in the next window click "Yes" again.

Program update

QUIK can be updated in two ways:

1. Automatically. When new modules are found on the server, the program offers to accept and install them. It is enough to get the updated modules and allow the QUIK system to install them - click the "Yes" button.

To do this, go to the "System" section, then select "Receiving files", in the "File areas" section select "Program", click "Update" and "Accept files".

With any update method, after downloading the files to the computer, a prompt will appear on the screen to restart the program in order to write new files to replace the old ones. In the window that appears, click the "Yes" button. After the update, the program will prompt you to restore the connection to the server, for this you need to enter your login and password.

In the event that the current version of the program is installed on the computer, then when you try to update, the following window will appear:

Margin trading in QUIK

To correctly display risk parameters, you first need to set up the Client Portfolio table.

Note: if you downloaded QUIK from the site, then your client portfolio already contains the necessary parameters and you do not need to add them.

You need to add the following parameters:

  • portfolio value;
  • Beginning margin;
  • Min. margin;
  • Speed margin;
  • Status;
  • Requirement;

To do this, right-click on the "Client Portfolio" table, select "Edit Table" and add the required parameters listed above one by one by highlighting the parameter and clicking the "Add" button. After adding the parameters, click "Yes".

Let's consider how the indicators and their values ​​look in the "Client Portfolio" table.

On the this example a client with a standard level of risk is listed. From the "Client Portfolio" table, by double-clicking on it, you can open the "Buy / Sell" table, in which, by setting filters, you can see the established risk rates depending on the risk level of the client and the security.

Risk rates in the "Buy/Sell" table can be displayed both exclusively for available securities, and for all securities available for work with incomplete coverage.


Meaning of fields in tables

Field Meaning
Shoulder Used to set the level of risk
1 = CRMS, 2 = CRMS, 3 = CRMS
long, short Initial Risk Rates
D min long, D min short Minimum Risk Rates
Min. margin The value of the “Minimum Margin” indicator (in price units), calculated according to the methodology for calculating indicators in Bank of Russia Ordinance No. 3234-U dated April 18, 2014, according to the broker’s settings. Reflects the minimum allowable value of the client's portfolio, calculated taking into account the discount coefficients D min long and D min short. If the level is below the minimum margin, positions are reduced until the level is reached. initial margin if possible.
Beginning margin The value of the "Initial margin" indicator (in price units), calculated according to the methodology for calculating indicators in Bank of Russia Ordinance No. 3234-U dated April 18, 2014, according to the broker's settings. It reflects the minimum allowable value of the client's portfolio, which allows making transactions to increase the planned position. It is calculated taking into account the discount coefficients D long and D short.
Speed margin The value of the “Adjusted Margin” indicator (in price units), calculated according to the methodology for calculating indicators in Bank of Russia Ordinance No. 3234-U dated April 18, 2014, according to the broker’s settings. It is calculated in the same way as the parameter “Start. margin”, taking into account the planned execution of all active orders.
Status Portfolio value status relative to the margin level:
"Normal" - the value of the portfolio is greater than or equal to the adjusted margin;
"Limit" - the value of the portfolio is less than the adjusted margin and greater than or equal to the initial margin;
"Requirement" - the value of the portfolio is less than the initial margin and greater than or equal to the minimum margin;
"Closing" - the value of the portfolio is less than the minimum margin
Requirement Calculated if (portfolio value - initial margin)< 0,
Requirement = start. margin - the value of the portfolio;
Shows an estimate of the assets that need to be added to restore the level of the initial margin. Otherwise, in case of an unfavorable development of events, a decrease below the minimum margin is possible, and the forced closing of positions by the broker.
UDS Level of adequacy of funds.
MAC = (portfolio value - min. margin) / (initial margin - min. margin)
Used to assess the degree of closeness to forced closure.
UDS< 1 - близость к закрытию (маржин-колл);
UDS< 0 - принудительное закрытие.

At margin trading customers should focus on all of the above indicators.

Margin call is sent to the client (in QUIK, by e-mail and in BCS Online), when:

  • The portfolio value is below the initial margin;
  • UDS< 1;
  • Status = "Requirement".

Forced closing of the client's positions by the broker is carried out when:

  • The portfolio value is below the minimum margin;
  • UDS< 0;
  • Status = "Closing".

Forced closing of positions is carried out in the amount necessary to ensure that the value of the portfolio exceeds the initial margin.

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Opening a demo account for the QUIK terminal is very simple. In this article, I will explain how to do this and set up the program to work. I will try to chew everything as much as possible so that it is extremely clear and there are no questions left.

A demo account will give you access to trading on the exchange. With it, you will get the opportunity to trade with absolutely no risk to your funds, because. this will be an emulation of the auction. But, even with emulation, you can familiarize yourself with and use all the features of the QUIK trading terminal. You will have 300 thousand virtual rubles at your disposal. Demo access is provided for 7 calendar days. This time is enough to familiarize yourself with the terminal.

It is IMPORTANT to note that real trading differs from demo trading by the presence of a psychological component. Because in real trading, real money is earned and lost, not virtual money. Therefore, I highly recommend considering a demo account in QUIK, solely as an introduction to the functionality of the terminal, nothing more.

Let's start the process of opening a demo account. First you need to apply. For this .

A page will open in front of you:


Demo account opening form quik

On the right, in the form, fill in your data: full name, email, city, phone number and where you learned about the company. All fields marked with an asterisk are mandatory.

After entering the data, click on the button at the bottom of the form - " Get a demo account and start trading". A window will appear confirming the registration of a demo account:

You need to wait a bit when the broker generates the keys for the terminal and sends you to the mail specified in the questionnaire along with a link to download the trading terminal.

My letter came quickly, after 5 minutes, but it happens in different ways, so wait.

The broker sends 2 letters:

We are interested in a letter with instructions for further action, here it is:

As you have already noticed, 2 files are attached to the letter:

  • pubring.txk
  • secring.txk

These are the keys for the trading terminal.

Let's proceed with the installation. You can download QUIK from the link in the email, or from .

We launch the installation file that we just downloaded and proceed to the standard installation procedure. Click next everywhere. You can specify the location where you want to install the program, or leave everything as default.

After installing QUIK, you need to copy the keys that were in the letter from the broker...

... to the folder with the program.

Now let's start the terminal. Windows will appear:

in the main menu of the program select SystemSettingsBasic settings:

In the window that opens, we are interested in the item Program.

Click on the plus and expand the submenu. Select a menu item Encryption, and in the right part of the window, in paragraph Default settings, click on the icon. A window will appear where you need to enter the path to the keys (we copied them to the folder where QUIK was installed). After you write the path to the keys, click OK.

Now you can connect to the terminal. To do this, click on the key icon in the upper left corner. A window will appear:

In this window, you must enter Name and Password, which you received in a letter from the broker when you made a request to open a demo account.

Click Input, a connection will be made to the server, and a terminal will open in front of you with standard settings for trading, which you can customize for yourself as convenient.


That's all, you have created a demo account for trading in the QUIK terminal.

Stay tuned, in the following articles there will be setting up the terminal workspace for convenient work. I'll show you how QUIK is set up for me, and you can set it up for yourself the same way.

 


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