Who uses DirectFN TWS

swan03 · 1 Who uses DirectFN TWS Wed May 11, 2011 9:52 am

swan03

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I use this software for the first time. Can someone help me please?

lokka1 · 2 What do you need to know? Wed May 11, 2011 10:23 am

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Direct FN- What do you need to know?
Lokka1

Intrinsic · 3 Re: Who uses DirectFN TWS Wed May 11, 2011 10:49 am

Intrinsic

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swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

swan03 · 4 Re: Who uses DirectFN TWS Wed May 11, 2011 11:03 am

swan03

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Intrinsic wrote:

swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

My broker is Capital Trust. I want to know these things.

1. How can I see my portfolio? (Order book)
2. How should I add my market watch? I want to add the symbols that I need on to the market watch.
3. My sister and I are going to use this software. We shall use this SW by different user names?
4. How should I find my account balance?

2011_NewComer · 5 Re: Who uses DirectFN TWS Wed May 11, 2011 11:35 am

2011_NewComer

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First -
They will send you a link to download the directfntws desktop version.
Download and install it.
Then they'll send you the username and password for that. You can login with that.

Then to answer your qs.
See the attached images
1.Click on Customer Menu and Portfolio - you can see your pf
2.In the default watchlist it contains all shares. To create your own watch list click Watchlist menu and click create new watchlist and give a name, then it'll be added as another tab.
3. if you two have two seperate CDS accounts you 2 will get 2 usernames. 4. You can get the account balance in Customer Menu - Account summary

Also you can login to the directfn online web based system with the same username password.
http://dfnweb.colombo-stocks.com/TradeWeb/homePage.f?method=homePage

Hope this helps
Smile

swan03 · 6 Re: Who uses DirectFN TWS Wed May 11, 2011 11:49 am

swan03

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Ok thanks new comer. I have added some symbols on to the symbol list. How should I delete them?

2011_NewComer · 7 Re: Who uses DirectFN TWS Wed May 11, 2011 11:52 am

2011_NewComer

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By right clicking you can do many things Smile

right click the share and remove symbol

Intrinsic · 8 Re: Who uses DirectFN TWS Wed May 11, 2011 11:54 am

Intrinsic

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swan03 wrote:

Intrinsic wrote:

swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

My broker is Capital Trust. I want to know these things.

1. How can I see my portfolio? (Order book)
2. How should I add my market watch? I want to add the symbols that I need on to the market watch.
3. My sister and I are going to use this software. We shall use this SW by different user names?
4. How should I find my account balance?

I use DirectFN TWS provided by Asha Philips. But I presume Capital Trust & Asha use same softwear.

1. Portfolio
In the quick access tool bar (top tool bar)
1.1 Click on " Customer"
1.2 Click on " Portfolio"

2. Add symbols to "watch list"
In the quick access too bar
2.1 Click on "Watch list"
2.2 Click on "Create new watch list"
2.3 Name your watch list
2.4 Insert desired symbols in "Add symbol box" one symbol after other

3. You & your sister can create separate watch lists, but use/share only one portfolio.

4. A/C balance
In the quick access tool bar
4.1 Click on "Customer"
4.2 Click on "Account Summary"

5. A/C statement
in the quick access tool bar
5.1 Click on "Customer"
5.2 Click on "Cash statement"
5.3 Update required duration ( Ex: from 01/03/2011 to 11/05/2011)

Hope you get what you are looking for.

swan03 · 9 Re: Who uses DirectFN TWS Wed May 11, 2011 12:14 pm

swan03

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Thank you so much for helping me guys. This will help me to manage SW well. Rep from me.

2011_NewComer · 10 Re: Who uses DirectFN TWS Wed May 11, 2011 12:22 pm

2011_NewComer

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Intrinsic wrote:

swan03 wrote:

Intrinsic wrote:

swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

My broker is Capital Trust. I want to know these things.

1. How can I see my portfolio? (Order book)
2. How should I add my market watch? I want to add the symbols that I need on to the market watch.
3. My sister and I are going to use this software. We shall use this SW by different user names?
4. How should I find my account balance?

I use DirectFN TWS provided by Asha Philips. But I presume Capital Trust & Asha use same softwear.

It seems it is same for the Capital trust, but the "Cash statement" doesn't give any results for me. Not sure that is the case for all Capital Trust users.

btw, Intrinsic, have you every tried the 'Set alert' option in dfn tws, I set some alerts, but they didn't get triggered when the condition met. Have you ever tried that?

Smile

swan03 · 11 Re: Who uses DirectFN TWS Wed May 11, 2011 1:25 pm

swan03

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New comer, what this "Alert" can do?

Intrinsic · 12 Re: Who uses DirectFN TWS Wed May 11, 2011 2:50 pm

Intrinsic

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2011_NewComer wrote:

Intrinsic wrote:

swan03 wrote:

Intrinsic wrote:

swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

My broker is Capital Trust. I want to know these things.

1. How can I see my portfolio? (Order book)
2. How should I add my market watch? I want to add the symbols that I need on to the market watch.
3. My sister and I are going to use this software. We shall use this SW by different user names?
4. How should I find my account balance?

I use DirectFN TWS provided by Asha Philips. But I presume Capital Trust & Asha use same softwear.

It seems it is same for the Capital trust, but the "Cash statement" doesn't give any results for me. Not sure that is the case for all Capital Trust users.

btw, Intrinsic, have you every tried the 'Set alert' option in dfn tws, I set some alerts, but they didn't get triggered when the condition met. Have you ever tried that?

1. Cash Statement : Make sure you update the period under review (Ex: From 01/01/2011 to 11/05/2011).
2. Alert Manager : It works. Have you seen the yellow bell-mark just by the symbol you alerted, in the watch list or full market list ? Right now I can't check it since the market is closed.

Intrinsic · 13 Re: Who uses DirectFN TWS Wed May 11, 2011 3:01 pm

Intrinsic

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swan03 wrote:New comer, what this "Alert" can do?

The system will alert you on any SYMBOL as per the parameters set by you. A simplest case is below given.

Ex: You hold 1000 shares of ABC company. You want to dispose them at (say) Rs. 100.00. Then you feed all these criteria into the Alert manager. When the price reaches Rs. 100.00, the system will alert you.

Same applies when buying.

2011_NewComer · 14 Re: Who uses DirectFN TWS Wed May 11, 2011 3:31 pm

2011_NewComer

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Intrinsic wrote:

2011_NewComer wrote:

Intrinsic wrote:

swan03 wrote:

Intrinsic wrote:

swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

My broker is Capital Trust. I want to know these things.

1. How can I see my portfolio? (Order book)
2. How should I add my market watch? I want to add the symbols that I need on to the market watch.
3. My sister and I are going to use this software. We shall use this SW by different user names?
4. How should I find my account balance?

I use DirectFN TWS provided by Asha Philips. But I presume Capital Trust & Asha use same softwear.

It seems it is same for the Capital trust, but the "Cash statement" doesn't give any results for me. Not sure that is the case for all Capital Trust users.

btw, Intrinsic, have you every tried the 'Set alert' option in dfn tws, I set some alerts, but they didn't get triggered when the condition met. Have you ever tried that?

1. Cash Statement : Make sure you update the period under review (Ex: From 01/01/2011 to 11/05/2011).
2. Alert Manager : It works. Have you seen the yellow bell-mark just by the symbol you alerted, in the watch list or full market list ? Right now I can't check it since the market is closed.

Thanks for the reply Smile

1.This is how my cash statement looks
Who uses DirectFN TWS Cashst10

2. Here I have set a alert to notify me when RHTL last price is 30. Please see the image. The yellow image appears, but they never get triggered even the condition is met.
Who uses DirectFN TWS Alert10

chamith · 15 Re: Who uses DirectFN TWS Wed May 11, 2011 5:52 pm

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2011_NEWCOMMER:

you can uninstall the program and install it again. \then see if it does show ur cash statement. This will only take 5-10 mins.

recently i couldn't view portfolio review report. Then i uninstall it and reinstalled again. After that it started working properly....

tkc · 16 Re: Who uses DirectFN TWS Wed May 11, 2011 6:00 pm

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chamith wrote:2011_NEWCOMMER:

you can uninstall the program and install it again. \then see if it does show ur cash statement. This will only take 5-10 mins.

recently i couldn't view portfolio review report. Then i uninstall it and reinstalled again. After that it started working properly....

Yes!! Chamith... With CDAX I had these kind of issues.....Uninstalling and reinstalling worked for me.....

2011_NewComer · 17 Re: Who uses DirectFN TWS Wed May 11, 2011 6:12 pm

2011_NewComer

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Thanks for the idea chamith and tkc. I installed it in another machine earlier, should check whether it works there.

If I uninstall it, is there a way to backup my watch lists (I have several watch lists) ?

Smile

2011_NewComer · 18 Re: Who uses DirectFN TWS Thu May 12, 2011 12:15 am

2011_NewComer

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@swan

The dfn help might be useful for you as a beginner to dfn (If you haven't used it so far)

Who uses DirectFN TWS Dfnhel10

swan03 · 19 Re: Who uses DirectFN TWS Thu May 12, 2011 8:16 am

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New Comer, under the symbol list there are few yellow colour folders. Here I have added unwanted folders. So how should I erase those?

swan03 · 20 Re: Who uses DirectFN TWS Thu May 12, 2011 8:23 am

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2011_NewComer wrote:Thanks for the idea chamith and tkc. I installed it in another machine earlier, should check whether it works there.

If I uninstall it, is there a way to backup my watch lists (I have several watch lists) ?

Cant I add the share quantities I have and the amount? I mean every second amount being changed when the shares go up and down.

swan03 · 21 Re: Who uses DirectFN TWS Thu May 12, 2011 8:25 am

swan03

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New comer you have well explained the questions I asked. One rep from me. Thanks. These are pretty helpful!!!

2011_NewComer · 22 Re: Who uses DirectFN TWS Thu May 12, 2011 10:26 am

2011_NewComer

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swan03 wrote:New Comer, under the symbol list there are few yellow colour folders. Here I have added unwanted folders. So how should I erase those?

Those folders are the watch lists you have created (the tabs). I think if you delete a watch list that relevant folder get deleted.

Smile

Intrinsic · 23 Re: Who uses DirectFN TWS Fri May 13, 2011 1:19 pm

Intrinsic

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2011_NewComer wrote:

Intrinsic wrote:

2011_NewComer wrote:

Intrinsic wrote:

swan03 wrote:

Intrinsic wrote:

swan03 wrote:I use this software for the first time. Can someone help me please?

Please be specific. What help you need? I can provide some.

BTW, who is yr broker? (DirectFN TWS is provided by only 3 or 4 firms, as I heard)

My broker is Capital Trust. I want to know these things.

1. How can I see my portfolio? (Order book)
2. How should I add my market watch? I want to add the symbols that I need on to the market watch.
3. My sister and I are going to use this software. We shall use this SW by different user names?
4. How should I find my account balance?

I use DirectFN TWS provided by Asha Philips. But I presume Capital Trust & Asha use same softwear.

It seems it is same for the Capital trust, but the "Cash statement" doesn't give any results for me. Not sure that is the case for all Capital Trust users.

btw, Intrinsic, have you every tried the 'Set alert' option in dfn tws, I set some alerts, but they didn't get triggered when the condition met. Have you ever tried that?

1. Cash Statement : Make sure you update the period under review (Ex: From 01/01/2011 to 11/05/2011).
2. Alert Manager : It works. Have you seen the yellow bell-mark just by the symbol you alerted, in the watch list or full market list ? Right now I can't check it since the market is closed.

Thanks for the reply

1.This is how my cash statement looks

2. Here I have set a alert to notify me when RHTL last price is 30. Please see the image. The yellow image appears, but they never get triggered even the condition is met.

Have you got your things sorted out ? my Alert Manager is also now turned defunct ! I contacted IT Support at Brokerage Firm. As per their instructions I uninstalled & re-installed DirectFN, but no improvement !!

swan03 · 24 Re: Who uses DirectFN TWS Fri May 13, 2011 2:25 pm

swan03

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My SW is working well. Now Im trading Smile

. Thank you all!!

2011_NewComer · 25 Re: Who uses DirectFN TWS Fri May 13, 2011 5:49 pm

2011_NewComer

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Intrinsic wrote:
Have you got your things sorted out ? my Alert Manager is also now turned defunct ! I contacted IT Support at Brokerage Firm. As per their instructions I uninstalled & re-installed DirectFN, but no improvement !!

I checked the cashflow in the other machine, there also it is not coming. So it can't be due to a installation problem.
Alert thing is not working. Crying or Very sad

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Who uses DirectFN TWS

1 Who uses DirectFN TWS Wed May 11, 2011 9:52 am

swan03

2 What do you need to know? Wed May 11, 2011 10:23 am

lokka1

3 Re: Who uses DirectFN TWS Wed May 11, 2011 10:49 am

Intrinsic

4 Re: Who uses DirectFN TWS Wed May 11, 2011 11:03 am

swan03

5 Re: Who uses DirectFN TWS Wed May 11, 2011 11:35 am

2011_NewComer

6 Re: Who uses DirectFN TWS Wed May 11, 2011 11:49 am

swan03

7 Re: Who uses DirectFN TWS Wed May 11, 2011 11:52 am

2011_NewComer

8 Re: Who uses DirectFN TWS Wed May 11, 2011 11:54 am

Intrinsic

9 Re: Who uses DirectFN TWS Wed May 11, 2011 12:14 pm

swan03

10 Re: Who uses DirectFN TWS Wed May 11, 2011 12:22 pm

2011_NewComer

11 Re: Who uses DirectFN TWS Wed May 11, 2011 1:25 pm

swan03

12 Re: Who uses DirectFN TWS Wed May 11, 2011 2:50 pm

Intrinsic

13 Re: Who uses DirectFN TWS Wed May 11, 2011 3:01 pm

Intrinsic

14 Re: Who uses DirectFN TWS Wed May 11, 2011 3:31 pm

2011_NewComer

15 Re: Who uses DirectFN TWS Wed May 11, 2011 5:52 pm

chamith

16 Re: Who uses DirectFN TWS Wed May 11, 2011 6:00 pm

tkc

17 Re: Who uses DirectFN TWS Wed May 11, 2011 6:12 pm

2011_NewComer

18 Re: Who uses DirectFN TWS Thu May 12, 2011 12:15 am

2011_NewComer

19 Re: Who uses DirectFN TWS Thu May 12, 2011 8:16 am

swan03

20 Re: Who uses DirectFN TWS Thu May 12, 2011 8:23 am

swan03

21 Re: Who uses DirectFN TWS Thu May 12, 2011 8:25 am

swan03

22 Re: Who uses DirectFN TWS Thu May 12, 2011 10:26 am

2011_NewComer

23 Re: Who uses DirectFN TWS Fri May 13, 2011 1:19 pm

Intrinsic

24 Re: Who uses DirectFN TWS Fri May 13, 2011 2:25 pm

swan03

25 Re: Who uses DirectFN TWS Fri May 13, 2011 5:49 pm

2011_NewComer

26 Re: Who uses DirectFN TWS

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