howto

Getting started


Knowledge is power, and EDGE is a very powerful tool.

This tutorial will give you a basic understanding of the main concepts and features of EDGE. Navigate through the various topics using the menu to the right.

Install & Login

Download & Install

  1. Download EDGE from our website edgebysix.com/download and begin the installation process by clicking at the download button. 
  2. When given the options “Run” or “Save” choose “Run”. This will start the download.
  3. You will be asked to run the software SixEdgeSetup.exe from SIX Financial Information Sweden AB. Choose “Run”.

    The installation process now checks if you need any of the required software for EDGE to fully function.

  4. Agree to License terms and conditions and Click “Install”.
  5. Now you will be presented with a few network options. If you are unsure, choose default options (click “Next” until “Finish”).

Start & Login

If you already have an EDGE account, double click on the EDGE icon on your desktop and type in your
credentials. The login credentials are case sensitive, make sure you type them correctly. If you have
forgotten your credentials, contact
SIX Financial Information Client Support. You have the same

credentials in the desktop version as on the mobile edition.

The start page

The first time you sign-in to EDGE you'll see the EDGE start page with information about the latest
updates of the application. If you don't want to see the start page you can hide it under EDGE Menu --> Edit Settings --> Pages by unclicking the checkbox “Show Start Page at StartUp”.

The next time you sign-in EDGE will load the pages that were open when you last signed out. For
example if you had the pages below open when you last signed out (Start Page, SSE:Stocks and World
Overview), those pages that will be opened at next sign in.

flikar

Open pages

EDGE has an easily accessible main menu that gives instant access to market data, company data, estimates and news. To open a new page, just select one from the menu.

Open_pages


Click on the instrument class that you want to start from. This opens a menu broken down by country and market. By clicking on the market name (e.g. OMX Stockholm), the default page for that market will open up. 

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You can also pick up other views by clicking the black arrow to the right of the selected market. This displays a submenu with the relevant pages and lists for the selected market.

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Open pages will appear as tabs in the main menu as shown below. You can easily switch between these tabs. Note the SSE:Stocks, which in this case is the selected, active tab.

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My EDGE

This function is located to the right of the main menu options, and from here you can access and create user defined lists, pages and alarms.

My_edge


Manage My Lists

With this function it is easy to create user defined lists, with favorite shares or holdings, indices, currencies or indicators. When you create a new list, a new blank instrument list will open up. Just drag and drop the instrument you want to include in the list. If you cannot find an instrument that should be included in the list,  

image012 - You can search for it by clicking the icon in the same window.   


image014 - You can also view your instrument lists as a bar chart by clicking the icon on the selected list. 


image016 - Through the icon it is possible to add portfolios with AVP, number of shares/instruments, purchase dates, etc.

 

  • My Lists
    This is where you collect your own lists. These are easy to open using left click.
  • Manage My Pages
    A function to create and edit custom built pages. A page can easily be saved as a Page Template, which can then be applied to any market.
  • My Pages
    This is where you find your custom built pages. They are opened through left click
  • My Pages Templates
    This section lists your user defined Page Templates. Page templates can, unlike custom built pages, be applied to different markets
  • Manage Alarms
    This feature provides a consolidated view of all alarms. Through this you can add and remove alarms as well as enable/disable them.
  • Create Alarms
    From here you can easily create your own stop-loss, quote and news alerts. It is also possible to add your own titles and texts in the alarm, and assign them specific alarm sounds.

 

EDGE Menu

image018 
At the top left of the EDGE application you will find "EDGE Menu" , a collection of functions for system settings, support and system information.

Edit settings
In the settings box, you can do the following:

  • Pages:
    Set the number of pages (tabs) that can be open parallelly.
  • Environment:
    Server addresses (are not changed), and change of password.
  • Appearance:
    Colour settings, font and font size.
  • RSS:
    News download from Internet sources. See the Advanced Features section.
  • Virtual markets:
    Merge marketplaces and stock exchanges in the same stock list, a so called "virtual market". See the Advanced Features section.
  • Order management:
    Order settings. Server settings, limits, alarms etc.
  • Shortcuts:
    Settings for double click and keyboard shortcuts.
  • Widgets:
    Settings for Widgets. They can be found at the top right of the EDGE application. Your Widgets can either be connected to specific instruments, or illustrate the time for various time zones.
  • Advanced:
    Setting for CPU acceleration and AntiAliasing for all text.

Add Widgets

Are you interested in a specific instrument and would like to have a quick overview at all times?

Try our Widgets at the top of the right corner. Simply drag your preferred instrument to the widget and select your preferred view by clicking on the settings button.

You can also link your own portfolio if you have Edge connected to any Order Management Service.

Widgets

Widget_settings

Build and edit a page

The work space in EDGE consists of pages with free floating windows with "sticky" edges that easily attach to each other. This makes it easy to expand an existing page – either open up the windows you want to use through the library or access them by right-click and place them as you wish.

Once you have built your page, you can save it as a template and use it to work on all markets. See the section Saving a page below.


Building with an existing page as basis

edge_menu
If you want to use one of the finished pages as basis for your own page, click the icon "EDGE Menu""

Click on the tab Views in the window that opens up and thereafter on the link to the window you want to open.

Additional items to your page can be found under the View Templates tab. Learn more about linking and how to save pages on the next page.

image022


Building a new page

If you want to build a page from scratch, click the icon "My EDGE" in the main menu and select Create New Page Template. A box from the library will open up where you can start selecting the content of your page.

Apart from this, the page building works in the same way as in the case above, when you continue building an existing page.


Linking

Link your new windows with for example the stock list by clicking the link icon at the top bar of the new window. Choose for example SSE: Stock List. You can see which window you have linked to when its top bar turns orange.

Please note that you can link a window to various sources.

Linking


Saving a page

When the new windows have been arranged and linked, click the Save icon at the top of the main menu. In the new menu that opens up, select Save As Template, and name the new page.

image028

If you choose the option Save in this menu, your change will be saved for this market only, without the possibility to change the name later. This can be useful if for example different order books should be open in different markets.

Search for data, instruments and views

Search_field

This search function is matched against the internal database of the EDGE terminal with its entire range of information, and provides a convenient method of search tools, news feeds, pages, views, lists, organizations and companies.

By writing short or long names for a particular instrument or organization, all instruments that match the name will be picked out, sorted by type class; Stocks, Warrants, Derivatives, Options etc. You can continue to work with the selected instruments through right-click to pick up the usual instrument menu. You can also continue to search directly through the Search function by typing for example "Ericsson Order Book", to filter out the order books for Ericsson in the relevant stock exchanges and markets. If you want to find the news agency SIX News, it is equally easy to write "SIX News" in the Search function.

This field also offers access to the historical closing prices on all instruments available in EDGE. This data covers 35 years of historical data that is available as charts and in list form.

Filtering News

As a default setting, all news sources you have access to are shown in the news window. It is possible to filter the news feed via the grey input box at the top left of the news window.

Click the input box and write for example the ticker code for a company to filter the news for that specific company. You can add several filters, such as news sources, topics or sectors.

image032A list of possible filters is available under the "+" icon. In the image below, a filter is set to display news from SIX News.

News

In the news window, you will find a calendar to search for historical news. It can easily be reached by writing Calender in the text bar. Other examples of filters are Macro for relevant Macro news, Estimates for SIX Estimates mailings regarding estimates data, and Flash to pick out flash news and result flashes.


Twitter

Twitter is a communication and information service that allows users to take advantage of updates from companies and / or individuals as well as sharing short updates. In EDGE it is possible to link to link a Twitter account to the EDGE application and follow your favorite sources and "tweet" via EDGE.

edge_menu

Via EDGE Menu and Edit Settings, there is a separate tab through which Twitter users can authorize and activate the Twitter connection. Twitter is easiest reached by writing "Twitter" in Search function.

Charts

EDGE has a powerful and flexible chart tool, where you easily can compare instruments, apply technical methods, draw or see news or report dates. You can make simple comparisons between instruments by dragging and dropping them onto the graph.

In the image below, four areas in the chart are marked with red. There you will find settings or menus for working with the chart tool.

chart


Time periods, tick length and zoom

At the bottom of the chart, there are a number of predefined time periods. They vary depending on which tick length that has been selected in the scroll menu to the right. The menu lets you switch between intraday and historical charts by changing the tick length to for example Tick or Minute. You can also choose longer update periods, such as Month or Year, to get a proper refresh rate for charts with up to 35 years of historical data.

time_period

Zoom to specific periods in the chart by holding the left mouse button down while measuring out the time period you are interested in. You can see the dates at the lower edge when you roll over the chart.

Via Custom ... it is also possible to tailor the chart scale to make room in front of and above/below the chart line to draw trend lines and analyze direction. This feature also makes it possible to precisely specify the time periods.

Instrument specific settings

Icon provides access to an instrument specific menu, which can be broken down into submenus

specific_settings

  • Charts
    Provides the possibility to illustrate the instrument graphically as Bar, OHLC (Open, High, Low, Close), Candlestick, Heikin-Ashi, Point & Figure, Kagi, Renko and Line Break.
  • Price
    In addition to separate lines for OHLC, you can also enter the buying and selling rate, turnover in foreign exchange and volume as well as Target price from SIX Estimates.
  • Styling
    This feature allows you to change the chart's appearance and layout, apply fill colors in different opacities and color variations.
  • Analysis
    This menu contains a number of methods and indications for technical analysis:

    MA (Moving Average)
    An indicator showing the average value of the instrument price over a set period of time (e.g. 14 days). Moving Average is used to measure momentum and highlight possible support and resistance levels.

    EMA (Exponential Moving Average)
    Similar to MA. However, with a higher weighting to recent data in the time series.

    RSI (Relative Strength Index)
    A momentum oscillator that compares the magnitude of an instrument's ups and downs to give an indicator of whether the instrument is overbought or oversold.

    Momentum
    A technical indicator that is based on the difference between the last closing price for a particular day and the closing price a few days earlier. Momentum is used to identify an overreaction of the traded instruments.

    Volatility
    Volatility refers to the average spread of a particular instrument from the current average. Often given in standard deviations and used to illustrate the volatility of the chosen instrument.

    Bollinger
    Bollinger, also referred to as the Bollinger band, gives two lines, usually 1.5-2 standard deviations from the center line which is an MA or an EMA or above. Bollinger bands adapt to market movements and the span increases as the market becomes more volatile, to contract during less volatile periods. This is a popular method of analysis that shows whether a particular instrument is overbought or oversold.

    Stochastics
    An indicator that measures the relation between an instrument's closing price and an average price for a predetermined period. A buy signal or sell signal occurs when the Stochastic line exceeds or falls below a certain threshold level.

    MACD (Moving Average Convergence Divergence)
    This indicator includes two moving averages. MACD is based on the difference between these two moving averages. Used to read buy/sell signals when the moving averages intersect.

    ATR (Average True Range)
    A method for reading the volatility of the chosen instrument. Instruments with high volatility receive high ATR. Conversely for instruments with low volatility.

    Formulas
    Provides the ability to create custom formulas. See the following page for additional information.

    Volume by Price
    An indicator showing the volume of an instrument's price radius. Used to identify support and resistance levels and to estimate future support and resistance.

    Target Price
    Here you can outsource target rates (highest, lowest and average target price), compiled by SIX Estimates.

  • Events
    A function where the user can set up events such as news, reports and own closures (where the user has an activated order placement in EDGE) directly in the graph.
  • Indicators
    Provides ability to add your own drawing function (with exclamations, text boxes, trend lines, support/resistance and arrows, rectangles and triangles) and put out alarms, own closures and average buying lines straight into the chart.


The option Formulas (under Analysis) allows you to create your own calculations based on the EDGE time series. Write your expression in the Expression field and press Evaluate. You can then assign the instrument to your variables either by dragging and dropping from the tables in EDGE to the Source field, or search by typing the name of the instrument in that field. In the example below, the gold price is currency adjusted to the dollar rate.

Create_formula

In this case, the variable x is linked to the main instrument in the graph so that the formula can be applied to other instruments. The results are presented as a new time series in the graph. This can be moved to a new panel through the menu option Move to new panel.


More chart tools

On top of the chart, a list with instrument information is displayed. Behind it is a menu with more tools to work with the chart. They appear if you move the mouse pointer upwards in the chart.

More_chart_tools

image048Search instruments to add to the chart.

image050Exchange the chart content to table mode for e.g. export to Excel.

image052Allows zooming with the left mouse button.

image054Allows panning with the left mouse button.

image056Advanced settings to determine how the information should be presented.

image058Print your chart.

image060Share content via Twitter, Email or link

image062Link your chart to one or more instrument lists.

Right click

Throughout EDGE, you can navigate with right-click. Each window contains settings or additional information that you will access through the right-click context menu. You can choose your settings by right-clicking in the title bar of the windows on your page. Read more about this below.


...in a window

If you right-click on an instrument for example in the stock list, a menu will open up that gives you access to almost all information available in EDGE. This information is available both on company and market level. Here you have access to various methods for viewing and handling market information, pages, alarms, instrument lists, table settings and other features.

See below for a presentation of the most common options under right-click.

image064

Predefined methods of analysis and applicable formulas.
Order books, trade tickers, WVAP, portfolio view and own orders.
Market statistics and broker statistics.
Company specific news.
Options, option simulator and warrants.
Stock performance, turnover on selected market, winners/losers.
Inquiry Estimates, SIX Estimates for quarter and year.
Infinancials Corporate Focus, SIX Company Information, Inquiry Financial.
Market indices, sector members, index constituents.

Please note that most of the windows you open by right click in the stock list can be linked and saved to your page.

.. in a column heading

stock_list

Right-clicking on any column heading in one instrument or stock list (see above), allows you to access the following menu, which can be used to change the colour, appearance, or present which columns should be available, and in what order they will be illustrated.

image068

Through Manage Columns... visible columns and the order of them is changed.

Column colour and Table background provide functions to change the colour grading and colour scheme in selected shares or instruments list.


...in a window frame

image070

If you right-click in a frame, you can among other things open a copy of the existing window (Duplicate), set a font, save your list settings as a template in the library, and export to Excel. You can also reset default settings through the Restore defaults option.

Trading Overview

There is also a pre-made page template for trading and order management. This view can be found via Stocks -> Trading, as shown below:

image072

The trading page offers an overview of the stock market of choice, the user's portfolios, as well orders, trades and net trades.

Order entry

The quick and intuitive order management functions are one of the key features of EDGE. Orders can be places directly via Order Books or via Quick Trade. But it is also possible to trade by using the Buy/Sell-columns that can be places in news windows, stock lists, portfolio- or watch lists etc.

image074


Below is a order entry window, for, in this example, Nokia. To allow for swift and seamless order management, volumes and price can be assigned deafult values, or, values can be choosed by clicking directly in the buy/or sell columns. In this order entry below, the "Advanced Option" tab has been activated. This allows you ro place specific order conditions, valid dates, hidden volumes or assign comments to the order.

image076


Orders can also be placed via the + and – keys on the keyboard. To activate this feature, see the Application settings.

Application Settings

In the Application Settings, a collection of features, settings and shortcuts can be used to enhance the EDGE experience. Application Settings can be found under the EDGE Menu and Edit Settings.

Order Management
This function offers a number of adjustable variables affecting the order management and its underlying functions:

  • General Here it is possible to link buy/sell orders to the + and – keys in the keyboard, by checking
    image078
  • Default Values Here you can add a Default number of contracts to be entered in your order book when trading for markets with boardlots. For markets without boardlots (such as Nasdaq OMX) you can add a standard amount (Default order value) to apply to all buy and sell orders instead.
  • Limits: Here it is possible to add various order entry limits, which generates warning when any order exceed said limits, such as buy or sell orders at a higher or lower than normal price, or an higher amount that the chosen limit.
  • Portfolio Alias: In Portfolio Alias, you can assign names to your different portfolios.

Shortcut: Here you can build or choose different shortcut menus that facilitate your need to access information quickly. For example, you can select Order Management as a shortcut profile to add the previous mentioned Trade columns to stock and news lists, as well as other shortcuts that facilitate rapid order entry.

Advanced functions

This section is intended to demonstrate a number of useful functions for you who wish to utilize the full capacity and flexibility of EDGE


Virtual markets

In EDGE you can merge various markets into on stock list. This will give you instant access to all the instruments from the selected market places added to the stock list.

There is a predefined virtual market that includes the Swedish stock exchanges. You can access it by writing SWEDEN in the Search function at the top left, followed by [Enter]. A list of pages that you can apply to your virtual market will appear.

image080


You can also create your own virtual market by going to Application Settings via EDGE Menu - > Edit Settings and clicking Add under the Virtual Markets tab. Give your market a name and a description. Tick the markets you want to include and click OK. Access your virtual market in the same way as the market SWEDEN above.


Aggregated stock lists

In EDGE, it is possible to aggregate prices from different markets in a single stock list. It is also possible to expand the underlying instruments to obtain bid and ask prices from all markets. This offers an unprecedented overview of how the individual instruments are traded on a large number of markets simultaneously.

image082 To view an aggregated stock list, click the "Zigma icon" in the stock list.

See below how the aggregated stocks list is illustrated in EDGE.

image084


Aggregated order book

For instruments traded in different markets, you can get the volumes for the different markets in one single order book, given that it is the same instrument and that the currency is the same. There are various options in the order book on how to present this.

To see volumes in the different markets, right-click in the order book, and select Properties. In the box that opens up, tick the box Show markets.

image086


Use the three icons at the top of the order book to choose between Single, Consolidated or Aggregated order book. In the image below, the consolidated order book has been selected. The volumes for each price level on each market are now displayed next to each other in the order book.

image088

Consolidated and aggregated order books also show order book volume available on the various trading sites. In this case, 69 % of visible volume is on Nasdaq OMX (SSE), 22 % is Burgundy, and so on.


Window-in-window (Docking)

In order to save space while keeping related information together, you can dock various objects such as instrument lists, order books or charts to each other in a window. Press [Shift] while holding down the left mouse button and drag a window over another. An icon will appear in the middle of the window. Hover your mouse pointer over the icon and release the mouse button to add the item as a tab in the window. See image below.

image090


Select a tab name

A window that has been "docked" according to the "window-in-window" principle above, can also be assigned specific names.

This is done by right-clicking on the selected tab, and then selecting Rename.

In this way it is possible to create a multiple tab view with assigned names, as illustrated below.

image092


Pin and Always on Top

The pin icon that can be seen in each window places that window "in front of" all other windows in EDGE. It means your window will be visible regardless of which other page you choose to open.

A further extension to this is the Always on Top feature, which is available if you after "pinning" a window, right click in the upper frame of the window, and select Always on Top. As a result, that window will be visible regardless of which other program you are using.


Filter

image094You can add a filter to a stock list by clicking the icon in the window frame.

The filter allows only the instruments that match the criteria you have set up to be displayed. For example, you can try to add a filter as shown below.

image105

A list of the SIX30 companies is shown.

The filter function can also be used on a ticker list, for example to show only tickers above a certain amount, or with a specific actor as buyer or seller.

You can also combine the filter function with the window-in-window function for a convenient handling of lists with different content.


Chart templates

If you have a specific chart configuration that you want to use for different instruments without having to redo the settings for each instrument, you can save your settings as a template. Make your settings in a chart, right-click in the upper frame of the chart and select Save As Template. Name your configuration and click OK. Your template is now ready to use on any instrument under the Charts menu, which is reached by right-click in the stock list.


Profit/loss in your own instrument list

You can add the holdings and purchase value of the instruments to your instrument list. Open your own instrument list (see page 7).

image016image100Click on the icon and then on the icon next to it. In the window that appears, click Add and enter your values. Exit with OK and Close.

image102


Save configuration of instrument lists

It is possible to save the configuration of own instrument lists by right-clicking in the column heading and then choosing Save as Template. In this way, structures with selected columns are saved as a template with a specific name.

image104


Please note that this template can be saved under a given group in the context menu. Saved list templates can then be selected via Use Template, when a new list I created.

image106


RSS news

RSS is a function that retrieves news headlines from sites on the Internet. News from the selected sources is presented in your news window in EDGE. From these titles, you can open the articles on the various sites.

image108

Open the website you want to retrieve news from.
Look for the icon or the acronym RSS (please note that this service is not available on all sites).


Copy the link the website refers to for download Open Application Settings, go to the RSS tab and choose Add. Enter the name you want to give your news source and paste the link. Click Fetch to verify the link. Exit with OK.

image111

Tick the sources you want to download news from on the RSS tab under Settings. Now you can produce RSS news by typing the name of your source in the filter field in the news window.


Widgets

At the top right are four Widgets windows. These offer a clear view of selected instruments. By drag-and-drop instruments can be moved from for example as a stock list or an index list directly to the selected window. Hold your mouse pointer over the right edge of your widget-window to reach the wrench, from which the settings of the selected window can be accessed. Through this function, it is possible to control the values that should appear for a chosen instrument, and to connect the clocks associated with the selected time zone.

image113

VWAP calculation of tickers

You can select a number of tickers in an instrument trade list by holding down Shift or Ctrl when clicking. When you roll over the area you can see the volume weighted average price, number of tickers and total volume of the marked tickers.


Tickers for a specific portfolio

To see tickers of a specific portfolio, open a ticker list for a whole market by right-click or through the library.

image114


Type the name of your portfolio in the black field in the upper left corner, where the stock code can be found.

image116


Instrument price level

This view shows an overview of the volume traded at specific price levels for the selected instrument. These prices can also be aggregated for the different markets and it is also possible to switch between the current survey and trend view.

image118


You can access Instrument Price Levels from the Library -> [View Templates] -> Trading information.

Basic Troubleshooting

Chart Issues

If you are experiencing chart issues, for example not being able to see charts for specific instruments and receiving the message “No information available”. Try clear the cache and deleting the dictionary by going to “Edge Menu” -> “Tools” and then “Clear Cache and Restart” & “Delete Dictionary and Restart”.

ts


If you are experiencing graphic chart issues, strange graphic behavior, try going to “Edge Menu” -> “Edit Settings” -> “Advanced” and click on/off the hardware acceleration.

ha


Login Issues

If you have lost your user credentials, please contact [email protected] (if you are a Nordea user please contact Nordea). Note that the login credentials are case sensitive. 

If you are experiencing other problems with your login, check if you get any error message and send us your latest dated log files with a short description of your problem to: [email protected]

The log files can be found under:

Windows 7/8: C:\Users\*user name*\AppData\Local\SIX AB\Six Edge\Logs
Windows XP: C:\Documents and Settings\*user name*\\Local Settings\Application Data\SIX AB\SIX Edge\Logs