VCBS - Home Trading

Home Trading
Fast
Friendly
Secured
TAI LIEU
HNG DAN S DUNG
HOME TRADING
Phien ban 2.0
HDSD_Giao dch Home Trading
MC LC
1
GII THIU CHUNG
2
HNG DN S DNG
2.1
ng nhp h thng
2.2
Bng gi
2.2.1 Bng gi y
2.2.2 Bng gi 1 m
2.2.3 Bng gi 6 m
2.3
Giao dch
2.3.1 Mn hnh t lnh
2.3.1.1 Lnh thng thng
2.3.1.2 t lnh d kin
2.3.1.3 t lnh iu kin
2.3.1.4 t lnh tranh mua tranh bn (Lnh RP)
2.3.2 t lnh
2.3.2.1 t lnh thng
2.3.2.2 t lnh d kin
2.3.3 S lnh
2.3.3.1 S lnh d kin
2.3.3.2 Lnh hot ng
2.3.3.2.1 Sa lnh
2.3.3.2.2 Hy lnh
2.3.4
Chng khon hin c
2.3.5 S lnh trong ngy
2.3.6 S lnh iu kin
2.4
Tin ch
2.4.1 Chuyn tin
2.4.1.1 Chuyn tin ni b cng s lu k
2.4.1.2 Chuyn tin ra bn ngoi
2.4.1.3 Lch s chuyn tin
2.4.2 Chuyn khon chng khon
2.4.3 ng trc tin bn
2.4.3.1 ng trc tin bn
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2.4.3.2
2.4.4
2.4.4.1

2.4.4.2
2.4.5
2.5
2.5.1
2.5.2
2.5.3
2.5.4
2.5.5
2.6
2.6.1
2.6.2
2.6.3
2.6.4
2.6.5
2.7
2.8
2.8.1
2.8.1.1
2.8.1.2
2.8.1.3
2.8.2
2.8.3
2.8.4
2.9
2.9.1
2.9.2
Lch s ng trc tin bn

ng k quyn mua
Danh mc chng khon thc hin
quyn mua
Lch s ng k quyn mua
Chuyn khon tin mt cui ngy
Ti khon
Truy vn thng tin tiu khon
Chng khon hin c
Cc khon vay k qu
Cc khon vay ng trc
Cc khon vay cm c
Bo co
Lch s khp lnh
Lch s t lnh
Lch s giao dch tin
Lch s giao dch chng khon
Li l thc hin
Phn tch
Ci t
Thng tin c nhn
Thay i thng tin c nhn
i mt khu ng nhp/t lnh
Dch v Email / SMS
ng k dch v trc tuyn
Thm danh mc yu thch
Xc nhn lnh
Tr gip
Phn hi kin ca khch hng
Danh mc chng khon c php Margin
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1 GII THIU CHUNG

Ti liu ny m t cc chc nng trn h thng Home
Trading dnh cho khch hng giao dch ti Cng ty TNHH
Chng khon Ngn hng TMCP Ngoi Thng Vit Nam
(VCBS). y l h thng giao dch hon ton mi vi giao
din thn thin v tch hp nhiu tnh nng giao dch
hin i,an ton v bo mt.
2 HNG DN S DNG
2.1 ng nhp h thng
ng nhp h thng giao dch VCBS - Home Trading,
khch hng truy cp ti a ch:
https://trading.vcbs.com.vn/HomeTradingClient/Publish.
htm
Bc 1: Nhp thng tin: tn v mt khu ng nhp.

Bc 2: Thay i mt khu ng nhp (i vi khch hng
ng nhp ln u tin, h thng s yu cu khch hng
thay i mt khu ng nhp v mt khu t lnh).
Bc 3: ng k dch v trc tuyn: khi khch hng ng

nhp ln u tin, h thng s t ng yu cu ng k
dch v trc tuyn.
4 | www.vcbs.com.vn
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2.2.2 Bng gi 1 m
Khch hng ng nhp vo h thng v chn Bng
gi => Bng gi 1 m.
2.2 Bng gi
2.2.1 Bng gi y
gi => Bng gi y .
Ti y khch hng c th la chn h thng bng gi

theo Yu thch/Danh mc VN30/Danh mc HNX30/Danh
mc ang nm gi.
Khch hng cng c th t lnh trc tip t bng gi

bng cch click chut phi vo m chng khon mun
t lnh, tip theo:
Chn Mua hoc nhn phm F3 t lnh mua vi m
chng khon .
Chn Bn hoc nhn phm F4 vo t lnh bn vi
m chng khon .
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Khch hng thc hin chn m chng khon xem

thng tin chi tit.
2.2.3 Bng gi 6 m
gi => Bng gi 6 m.
Khch hng la chn ti a 6 m chng khon, trn

bng gi s hin th thng tin tng quan v th ca
cc m chng khon.
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Bc 1: Nhp cc thng tin: Loi lnh thng thng;

Mua/ Bn; Chn tiu khon; M chng khon; Lnh; Gi;
Khi lng; Nhn lnh; M xc thc.
Bc 2: Nhn nt
t lnh.
Bc 3: Nhn nt
hoc
thc hin vic t lnh.
2.3 Giao dch

2.3.1 Mn hnh t lnh
Khch hng ng nhp vo h thng v chn Giao
dch => t lnh y hoc n phm F2 gi mn
hnh t lnh y .
Bc 4: Xc nhn lnh t.
2.3.1.2 t lnh d kin
2.3.1.1 t lnh thng
Bc 1: Nhp
cc thng tin:
Loi lnh thng
thng; Mua/
Bn; Chn tiu
khon; M chng
khon; Lnh; Gi;
Khi lng; Nhn
lnh.
Bc 2: Nhn nt
a lnh vo
Gi lnh.
hy nhng thng tin
Bc 3: Nhn nt
t lnh va nhp.
2.3.1.3 t lnh iu kin
Bc 1: Nhp cc thng tin: Loi lnh iu kin; Mua/
Bn; Chn tiu khon; M chng khon; Lnh; Gi; Khi
lng; Thi gian lnh hiu lc; M xc thc.
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Bc 2: Nhn nt
t lnh.
Bc 3: Nhn nt
t lnh.
hoc
thc hin vic
Bc 4: Xc nhn lnh t.
2.3.1.4 t lnh tranh mua tranh bn (Lnh RP)
Bc 1: Nhp cc thng tin: Loi lnh thng thng;
Mua/Bn/Bn cm c; Chn tiu khon; M chng
khon; Lnh RP; Gi; Khi lng; Nhn lnh; M xc thc.
Bc 2: Nhn nt
hoc
t lnh.
thc hin vic t lnh.
Bc 3: Nhn nt
Bc 4: Xc nhn lnh t.
Lu : i vi lnh tranh mua/bn h thng thc hin
k qu tin mc gi trn, ty vo th trng v phin
giao dch m h thng s y lnh vo cc s giao dch
vi mc gi nh sau:
Phin ATO: Lnh s c y vo vi gi ATO.
Phin lin tc: Lnh t trong phin lin tc s c
y vo s vi gi trn (lnh mua) v gi sn (lnh bn).
Phin ATC: Lnh s c y vo s vi gi ATC.
2.3.2 t lnh nhanh
Khi khch hng ng nhp vo h thng s hin th mn
hnh t lnh nhanh hoc khch hng chn Giao dch
=> t lnh.
2.3.2.1 t lnh thng

Bc 1: Chn Mua/Bn/Bn cm c; Tiu khon mun
t lnh; M chng khon; Chn Lnh; Gi; Khi lng;
M xc thc.
Bc 2: Nhn nt
t lnh.
Bc 3: Nhn nt
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hoc
thc hin vic t lnh.
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2.3.3.2 Lnh hot ng

Nhng lnh cn hiu lc s hin th mn hnh ny
Khch hng c th thc hin Hy/Sa lnh ti mn hnh

Lnh hot ng.
2.3.3.2.1 Sa lnh
Bc 4: Hon thnh vic t lnh.
2.3.2.2 t lnh d kin
Bc 1: Nhp cc thng tin: Mua/Bn/Bn cm c; Tiu
khon; M chng khon; Chn Lnh; Gi; Khi lng.
Bc 1: Nhn nt
ti dng lnh mun sa.
Bc 2: Nhp cc thng tin gi, khi lng cn sa.

Bc 2: Nhn nt
a lnh vo
Gi lnh.
Bc 3: Xc nhn lnh t.
2.3.3 S lnh
2.3.3.1 S lnh d kin
Bc 1: Khch hng la chn t tng lnh hoc mt
nhm cc lnh bng cch nh du vo vung bn
cnh cc lnh mun t sau nhn nt
Bc 3: Nhn nt
sa lnh mua hoc
sa lnh bn.
nt
Bc 4: Xc nhn lnh sa.
2.3.3.2.2 Hy lnh
Bc 1: Khch hng la chn cc lnh cn hy:
Bc 2: Duyt lnh nhm

Bc 2: Xc nhn vic hy lnh.
2.3.4 Chng khon hin c
Mn hnh Chng khon hin c hin th thng tin v cc
m chng khon hin c ca khch hng.
2.3.5 S lnh trong ngy

Mn hnh S lnh trong ngy hin th tt c cc lnh m
khch hng t trong ngy.
Khch hng c th xem chi tit lnh t trong ngy

bng cch nhn vo du (+) bn tri mi dng lnh.
Bc 2: Nhp S tin chuyn
2.3.6 S lnh iu kin

Mn hnh S lnh iu kin hin th tt c cc lnh iu
kin m khch hng t cn hiu lc.
2.4 Tin ch
2.4.1 Chuyn tin
Khch hng ng nhp vo h thng v chn Giao
dch => Chuyn tin.
Bc 3: Xc nhn thng tin chuyn tin.

2.4.1.2 Chuyn tin ra bn ngoi
Bc 1: Chn Ti khon nhn l s ti khon ngn hng
m khch hng khai bo trc .
Bc 2: Nhp S tin chuyn
2.4.1.1 Chuyn tin ni b cng s lu k

Bc 1: Chn tiu khon nhn tin cng s lu k vi
tiu khon chuyn.
Bc 3: La chn loi ph: Ph trong hoc Ph ngoi.

Bc 4: Xc nhn thng tin chuyn tin.
2.4.1.3 Lch s chuyn tin

Bc 1: Nhp cc thng tin sau: Trng thi/Thi gian.
Bc 2: Nhn nt
hin th thng tin tra cu.
Bc 3: Kt xut ra file PDF hoc file Excel.

2.4.2 Chuyn khon chng khon
Chuyn khon chng khon cho php khch hng thc
hin chuyn chng khon gia cc tiu khon c cng
s lu k.
Bc 1: ng nhp vo h thng v chn Giao dch
=> Chuyn khon chng khon.
Bc 2: Nhp cc thng tin Tiu khon chuyn/nhn; M

chng khon; S lng
Bc 3: Xc nhn thng tin chuyn chng khon.
2.4.3 ng trc tin bn

2.4.3.1 ng trc tin bn
Bc 1: Chn Giao dch => ng trc tin bn .
Bc 2: Nhp s tin ng trc.
Bc 3: Xc nhn lnh ng trc.

2.4.3.2 Lch s ng trc tin bn
Bc 1: Nhp cc thng tin Trng thi/Knh giao dch/
Thi gian.
hin th thng tin tra
Bc 2: Nhn nt
cu.

2.4.4 ng k quyn mua
2.4.4.1 Danh mc chng khon thc hin quyn mua
Bc 1: ng nhp h thng chn Giao dch =>
ng k quyn mua
Sau khi chn, h thng chuyn sang mn hnh:
Bc 2: Chn quyn mua mun xem thng tin chi tit v

t thc hin quyn.
Bc 2: Khch hng nhp s tin chuyn.

Bc 3: Xc nhn giao dch.
2.5 Ti khon
2.5.1 Truy vn thng tin tiu khon
y l mn hnh tra cu tng hp, cho php khch hng
tra cu c s d tin, gi tr chng khon cng nh
cc khon vay hin ti.
Bc 1: Chn Ti khon => Truy vn thng tin tiu
khon
Bc 3: ng k quyn mua khch hng
Bc 2: Khch hng xem thng tin ti mn hnh hin ra.

Bc 4: Xc nhn giao dch thc hin quyn.
2.4.4.2 Lch s ng k quyn mua
Khch hng c th tra cu lch s ng k quyn mua ti
Lch s ng k quyn mua
Bc 3: Khch hng c th xem chi tit tng thng tin
bng cch chn vo gi tr.
Bc 1: Nhp thng tin thi gian.

2.4.5 Chuyn khon tin mt cui ngy
Bc 1: Chn Giao dch => Chuyn khon tin mt
cui ngy.
2.5.2 Chng khon hin c

Bc 1: Chn Ti khon => Chng khon hin c.
Bc 2: Chn Tiu khon; M chng khon

Lu : Khch hng c th iu chnh gi vn cho cc m
m chng khon trong danh mc ca mnh.
2.5.3 Cc khon vay k qu
Bc 1: Khch hng ng nhp vo h thng chn Ti
khon => Cc khon vay k qu.
Bc 2: Khch hng nhn vo nt

thng tin.
tra cu
2.5.5 Cc khon vay cm c

Bc 1: Khch hng ng nhp vo h thng v chn
Ti khon -> Cc khon vay cm c.
Bc 2: Khch hng nhn nt

thng tin:
tra cu
2.5.4 Cc khon vay ng trc

Bc 1: Chn Ti khon => Cc khon vay ng
trc.
Bc 2: Khch hng nhn nt

tra cu
thng tin.
2.6 Bo co
2.6.1 Lch s khp lnh
Bc 1: Chn Bo co => Lch s khp lnh.
Bc 3: Nhn nt
hin th thng tin
bo co.
2.6.3 Lch s giao dch tin
Bc 1: Chn Bo co => Lch s giao dch tin.
Bc 2: Nhp cc thng tin Tiu khon; Thi gian; M

chng khon; Lnh Mua/Bn.
Bc 2: Nhp cc thng tin tiu khon, thi gian.
Bc 3: Nhn nt
hin th thng tin tm
kim lnh khp.
2.6.2 Lch s t lnh
Bc 1: Chn Bo co => Lch s t lnh.

chng khon; Trng thi.
Bc 3: Nhn nt
hin th thng tin bo
co.
2.6.4 Lch s giao dch chng khon
Bc 1: Chn Bo co => Lch s giao dch chng
khon.

chng khon.
Bc 3: Nhn nt
hin th thng tin
bo co.
2.6.5 Li l thc hin
Bc 1: Chn Bo co => Li l thc hin.
Bc 2: Nhp cc thng tin Tiu khon; Thi gian.
Bc 3: Nhn nt
hin th thng tin bo
co.
2.7 Phn tch
H thng phn tch bao gm: d liu doanh nghip, d
liu th trng, bo co nghin cu phn tch c cp
nht trc tuyn v kt ni vi website: www.vcbs.com.vn
Bc 3: Xc nhn vic thay i thng tin.

2.8.1.2 i mt khu ng nhp/t lnh
Bc 1: Chn Ci t -> Thng tin c nhn ->
Thng tin ci t.
Bc 2: Nhp cc thng tin mt khu c, mt khu mi.
2.8 Ci t
2.8.1 Thng tin c nhn
Bc 1: Chn Ci t => Thng tin c nhn.
Bc 3: Xc nhn thay i mt khu giao dch.
2.8.1.3 Dch v Email / SMS
Bc 1: Chn Ci t -> Thng tin c nhn->
Thng tin ci t.
2.8.1.1 Thay i thng tin c nhn.
Bc 1: Khch hng thay i thng tin bng cch nhn
vo Thay i.
Bc 2: Khch hng thay i ni dung ng k dch v

SMS/Email bng cch tick chn vo cc dch v mong
mun.
Bc 3: Xc nhn vic ng k.
2.8.3 Thm danh mc yu thch
Bc 1: ng nhp vo h thng v chn Ci t =>
Thm danh mc yu thch.
Bc 2: Nhp cc thng tin tn nhm, m chng khon.
Bc 3: Xc nhn hon thnh giao dch.

2.8.2 ng k dch v trc tuyn
Bc 1: Chn Ci t -> ng k dch v trc tuyn.
Bc 2: Khch hng thay i ng k/hy dch v trc

tuyn bng cch chn/khng chn ti ng k/hy
dch v
Bc 3: Xc nhn thc hin thm danh mc yu thch.

2.8.4 Xc nhn lnh
Bc 1: ng nhp h thng chn Ci t => Xc
nhn lnh.
Bc 2: Nhp thng tin Mua/Bn/Bn CC/ Hy mua/ Hy

bn/ Sa mua/Sa bn.
Bc 3: Xc nhn lnh giao dch.

2.9 Tr gip
2.9.1 Phn hi kin ca khch hng
2.9.2 Danh mc chng khon c php Margin

Bc 1: Chn Tr gip => Danh sch chng khon
c php margin.
Bc 2: Chn tiu khon ca khch hng, h thng s

cp nht r chng khon margin theo tiu khon.

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Home Trading

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

Lch s ng trc tin bn

1 GII THIU CHUNG

Bc 1: Nhp thng tin: tn v mt khu ng nhp.

Bc 3: ng k dch v trc tuyn: khi khch hng ng

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

Ti y khch hng c th la chn h thng bng gi

Khch hng cng c th t lnh trc tip t bng gi

Khch hng thc hin chn m chng khon xem

Khch hng la chn ti a 6 m chng khon, trn

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

Bc 1: Nhp cc thng tin: Loi lnh thng thng;

thc hin vic t lnh.

2.3 Giao dch

2.3.1.1 t lnh thng

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

thc hin vic

2.3.2.1 t lnh thng

thc hin vic t lnh.

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

2.3.3.2 Lnh hot ng

Khch hng c th thc hin Hy/Sa lnh ti mn hnh

ti dng lnh mun sa.

Bc 2: Nhp cc thng tin gi, khi lng cn sa.

sa lnh mua hoc

Bc 2: Duyt lnh nhm

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

2.3.5 S lnh trong ngy

Khch hng c th xem chi tit lnh t trong ngy

Bc 2: Nhp S tin chuyn

2.3.6 S lnh iu kin

Bc 3: Xc nhn thng tin chuyn tin.

Bc 2: Nhp S tin chuyn

2.4.1.1 Chuyn tin ni b cng s lu k

Bc 3: La chn loi ph: Ph trong hoc Ph ngoi.

HDSD_Giao dch Home Trading

2.4.1.3 Lch s chuyn tin

hin th thng tin tra cu.

Bc 3: Kt xut ra file PDF hoc file Excel.

Bc 2: Nhp cc thng tin Tiu khon chuyn/nhn; M

Bc 3: Xc nhn thng tin chuyn chng khon.

HDSD_Giao dch Home Trading

2.4.3 ng trc tin bn

Bc 2: Nhp s tin ng trc.

Bc 3: Xc nhn lnh ng trc.

Bc 3: Kt xut ra file PDF hoc file Excel.

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading

Sau khi chn, h thng chuyn sang mn hnh:

Bc 2: Chn quyn mua mun xem thng tin chi tit v

Bc 2: Khch hng nhp s tin chuyn.

Bc 3: ng k quyn mua khch hng

Bc 2: Khch hng xem thng tin ti mn hnh hin ra.

Bc 1: Nhp thng tin thi gian.

HDSD_Giao dch Home Trading

HDSD_Giao dch Home Trading