User Guide for the Investimental Global Web Application

Login

The fastest way to log in to Investimental Global, provided through the DXTrade trading platform, is by accessing SSO (Single Sign-On) directly from the Portal. Thus, after logging into the Portal, you can access the dedicated button for this service from any page you are browsing, which will open a new tab in the browser you are using.

Layout setup

The trading platform comes by default with several layouts predefined by us, so that you have all the relevant information at hand when trading.

Accessing these predefined layouts is done as follows:

• in the upper right part of the platform, click on the icon highlighted in yellow.

• select the desired layout: Essentials – you will find the basic information necessary for trading, especially if you are at the beginning of your investment journey; Advanced – you will find all the information an experienced investor needs to stay up to date with all account and market operations; Build your own – you can create your own customized layout.
• after you decide, when hovering the cursor over the layout, the Load button will be displayed
• then, click on Load layout

Watchlist

With the Essentials layout loaded, you will notice that the watchlist is displayed on the left side of the page.

This table supports saving multiple lists, allowing you to see the overall market picture and quickly switch between them.

By default, the three main US market indices are displayed: Dow Jones 30, S&P 500, and Nasdaq 100.

To select other lists, you can access the button in the center of the table, where several predefined lists are displayed:

Of course, you can create your own list with your favorite US instruments. To do this, click on Create new, set the list name, and then add symbols by searching for them in the Symbol field.

How do I place an order?

You will notice that regardless of the selected layout, the Show Order Entry option always appears at the bottom of the platform.

This is the order form you must complete when you want to place an order. Thus, the fastest way is that when you decide to place an order, you click this button, the order form will open, then you complete the desired symbol, enter the quantity, set the price, and then click the Confirm and Send button.

At that moment, a pop-up message will be displayed, where you can see the order details, the next step being simply to send it by clicking the Send button.

A very important aspect is that you can place orders by selecting the notional value of the order, meaning by entering the amount for which you want to purchase shares. This can be done by clicking on Limit in the Order Type column and selecting the Market option. Afterwards, you can enter the amount and follow the same confirmation steps.

It should be noted that Market orders will be executed instantly, depending on market conditions.

Similarly to buy orders, in the case of sell orders, the only necessary change is selecting the Sell option in the Side column, which is displayed when clicking the Buy button (in green).

Positions, orders, trades, account activity

All these four pages are displayed on the right-hand side, as highlighted in the image below:

In the Positions tab, you will always find the real-time status of your portfolio every time you execute a transaction. Thus, to consult a detailed breakdown of your holdings, you can access this page.

In Orders, the orders you have initiated over time are highlighted. Here, you will also see orders that are still being processed, as well as their status.

In Trades, the transactions executed based on the entered and executed orders are displayed. The information includes the basic details of a transaction, if you want to have broader visibility over account movements.

What is important to remember is that all records of activity and portfolio in the Investimental Global platform are based on the FIFO mechanism for tracking holdings, in accordance with international standards. For determining the average acquisition cost, holding period, and tax treatment according to the Romanian tax framework, we have developed in the Portal the Tax Obligations section, where we display the value of the tax due for each sale transaction through Investimental Global, carried out by an individual.

In Account Transactions, you will find the account activity, which includes both cash deposits and withdrawals, as well as executed transactions.

Account overview – at a glance

Similar to the order form, regardless of the pages displayed on the platform, you will notice at the top that the account status is always highlighted.

Thus, you have information regarding the account Balance (available cash), Equity (total account value), Available Funds (amounts available for placing other orders), as well as UPL (unrealized profit/loss). In this way, you are always up to date with the value of your account.

Adding/selecting new pages in the platform

If you want additional pages to be displayed in the platform or want to create your own layout, you have at your disposal the pages described above, as well as others, by accessing the two buttons in the upper left part called Account (everything related to your trading account) and Market (everything related to market information).

To add a new table to the layout, you need to Drag and Drop the desired functionality and then position it accordingly relative to the others.

Heatmap

One of the most important functionalities of the platform is the Heatmap. It is displayed by default in the Essentials layout in the upper left area, next to the Trading tab where all the information above is present.

The Heatmap is an important tool because, in addition to the Watchlist, it provides a clearer picture of company movements, for example within an index, highlighted by sizing according to market capitalization. Thus, variations during a trading session are very easy to spot through graphical representation rather than a tabular one.