Before you can start using the HTTP trading integration for accessing your portfolio and placing orders, you have to create a broker and portfolio configuration. You can also define additional brokers and portfolios.
Note The following steps only apply to the first broker and portfolio that you create. For instructions how to add more brokers and portfolios, see below.
▪ On the Trade menu, click HTTP Trading > Add broker.
▪ In the Add Broker dialog, select the broker that you want to add and click OK.
▪ On the left side of the Set HTTP Broker Properties dialog, choose Portfolios.
▪ On the right side of the dialog, click Create Portfolio.
▪ In the dialog Add New Portfolio, enter the name and login data of your portfolio. The available fields depend on the broker. See Available Brokers.
▪ Your portfolio is now added on the left side of the dialog under the entry Portfolios. Next, you should log in to your portfolio: See Logging In and Accessing a Portfolio.
▪ On the Trade menu, click the name of any broker and then Set broker properties. For example: direktanlage.at > Set broker properties.
▪ In the Set HTTP Broker Properties dialog, click Manage > Add Broker.
▪ In the Add Broker dialog, select the broker that you want to add and click OK.
▪ You can now create a portfolio for this broker.
▪ On the Trade menu, click the name of the broker where you want to add the portfolio and then Set broker properties. For example: direktanlage.at > Set broker properties.
▪ On the left side of the Set HTTP Broker Properties dialog, choose Portfolios.
▪ On the right side of the dialog, click Create Portfolio.
▪ In the dialog Add New Portfolio, enter the name and login data of your portfolio. The available fields depend on the broker. See Available Brokers.
▪ Your portfolio is now added on the left side of the dialog under the entry Portfolios. Next, you should log in to your portfolio: See Logging In and Accessing a Portfolio.