How do I set up a Recurring Plan?

Step 1:

Open the Recurring Plan widget. There are 2 ways you can create a Recurring Plan.

Method 1:
Search for your desired counter that you wish to set a Recurring Plan for. Right click on the selected counter and select “Set as Recurring Plan”
Method 2:
Create a new widget and search for “recurring”. Select the “Recurring Plan” and search for the counter using the search bar.


Step 2:

Key in the value, frequency, start date and end date of the Recurring Plan that you wish to place. Key in your password and submit.

Step 3:

Check the order status under the “Recurring Plan Status” widget to ensure that the details are correct.

Step 4:

Click on the Parent Order number to view details of the Child Order status. The Child Order status will indicate “Triggered” if the order has been successfully sent to the market on the actual trigger date.

Step 5:

Open the Order Status widget to view the quantity and actual price executed for the Child Order. The contract will be created the next day, and you will be able to view it under the Account Management Widget.

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