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.

To create a broker and a portfolio

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.

To add more brokers

▪       On the Trade menu, click the name of any broker and then Set broker properties. For example: MyBroker > 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.

To add more portfolios

▪       On the Trade menu, click the name of the broker where you want to add the portfolio and then Set broker properties. For example: MyBroker > 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.