• 1.) How to Login 


  • 2.) Toolbars (make sure all are ticked) 


  • 3.) File, View, Insert, Tools, Charts, Windows, Help Tab (discuss functions and things they can find under each tab) 


E.g In the view tab below, you can see the toolbars, market watch, data window, terminal, etc. 

 

 

  • 4.) How to change the password for master and investor (Tools > Options > Server) 


  • 5.) How to change the chart type (e.g. line chart to candle bar chart) 


  • 6.) How to place a trade 


  • 7.) Difference between Market execution vs pending order (A market order is executed immediately and requires you to be present at the time of execution. A pending order, on the other hand, is set in advance and becomes a market order upon execution) 


  • 8.) Saving as profile vs. saving as template (profile is the entire layout, including every single chart you

  •  have open, while a template is only what is on the one specific chart.) 


  • 9.) Basic troubleshooting (No connection, Invalid account  error) 


  • 10.) Where to find trade history and show the correct columns for comments and commissions 



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