REDIPlus Quick

Start Guide
 REDIPlus Quick
Start Guide

TABLE OF Toolbar Navigation ………………………………….. 3

CONTENTS
Workspace Overview ………………………………. 3

Equities and Futures Trading …………………. 4

Options Trading ………………………………………..5

Order and Position Management ………….. 7

Quote Monitor and Charting Tool …......... 8

Auto-Signals ……………………………………………. 9

Allocations and Locate Manager ………… 10

Risk Manager …………………………………………… 11

General Settings ……………………..…………….. 12

Properties ……………………………………………….. 14

Hot Keys ………………………………………………….. 15

Frequently Asked Questions ………………… 16

Support Numbers …………………………………… 17

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 REDIPlus Quick
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TOOLBAR TOOLBAR NAVIGATION

NAVIGATION Floating Toolbar is used to open windows, manage workspaces, apply
and settings and close the application.
DESKTOP WORKSPACE HELP ALERTS
SETUP

WINDOWS SETTINGS WORKSPACE ZONES

Windows in REDIPlus include features like Order Management, Market

Data and Trading.

Workspace is your layout of Windows; manage your workflow by

configuring a workspace and save it for future sessions.

Settings control the system-wide application settings and

configurations.

Help provides troubleshooting tools and version information.

Workspace Zones create workflow layouts within a workspace to

quickly switch between trading styles and asset classes.

Alerts enable users to view and filter messages and alerts, or re-read
old alerts.

SETTING UP YOUR DESKTOP

A workspace is the REDIPlus window configuration. Customize yours by
selecting window locations, colors and general settings.

There are three workspace options available:

 Tailored Workspaces are pre-defined, out-of-the-box

workspaces;

 Server Workspaces are workspaces that have been saved and

backed up on REDI’s servers;

 Recent Workspaces are recently used workspaces that are

saved locally on a user’s machine.

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 REDIPlus Quick
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EQUITIES MONTAGE MONITOR

and (Windows > Trading > Montage Monitor)

FUTURES
TRADING

LEVEL 1

LEVEL 2

ORDER ENTRY

Tips For Using the Montage Monitor

 In the Level 1 section users can customize fields and display

product-specific worksheet data.

 The Level 2 montage displays the full depth of market data.

 The User Order (not shown) function will reflect the user’s open
order with an orange bar.

 Order Entry is permitted at the bottom of the window (also

reachable via Windows>Trading>Order Entry).

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 REDIPlus Quick
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OPTIONS OPTIONS SERIES

(Windows > Trading > Options Series)
TRADING

LEVEL 1

EXPIRATION
BUTTONS

OPTIONS
SERIES

EXCHANGE
MONTAGE
ORDER
ENTRY

Tips For Using the Options Series

 In the Level 1 section users can customize fields to display the

best bid and best offer data for underlying products or contracts.

 The Expiration Buttons display options contract expiration

dates, and filter for the exchange and in-the-money levels.

 Options Series display the Call and Put option series for the
selected expiration period.

 The Exchange Montage displays the Best Bid and Offer and size
available for selected options contract on each options
exchange.

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OPTIONS OPTIONS MONTAGE

(Windows > Trading > Options Montage)
TRADING

LEVEL 1

VIEW

ORDER
ENTRY

Tips For Using the Options Montage

The REDIPlus Options Montage shows the top of market for a specific
option contract and allows for order entry of both single leg and multi-
leg orders.

 In the Level 1 section users can customize fields to display the

best bid and best offer data for underlying products or contracts.

 View displays the Best Bid and Offer and size available for
selected options contract on each options exchange. Select a
single leg contract, view the montage or select a multi-leg spread
and view top of book data.

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 REDIPlus Quick
Start Guide

ORDER MESSAGE MONITOR

and (Windows > Management > Message Monitor)

POSITION
MANAGEMENT

Using the Message Monitor, users can view open orders, system
messages, average prices, execution details and activity overviews.
Quickly toggle between views by selecting the proper tab at the top of
the window.

POSITION MONITOR
(Windows > Management > Position Monitor)

QUICK FILTERS

POSITION
LIST

PORTFOLIO
DATA

Tips For Using Position Monitor

 Quick Filters filter position data and sort the view by asset class,
regional notional value, account and P&L.

 Position List displays open or closed positions by P&L.

 Portfolio Data displays portfolio totals.

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 REDIPlus Quick
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QUOTE QUOTE MONITOR

(Windows > Market Data > Quote Monitor)
MONITOR
and
CHARTING
TOOL

Tips For Using Quote Monitor

 Double Click on non-editable cells in the window to launch a

quick order entry window.

 Customizable Fields display a range of available market data.

 Tabs differentiate watch lists by security type or sector.

CHARTING TOOL
(Windows > Management > Charts)

TOOLBAR

CHART
DISPLAY

TECHNICAL
INDICATOR

Tips For Using Charting Tool

 Toolbar enables symbol input, chart duration changes, display

types and indicator selections; users can also display two
symbols in the same chart for comparison.

 Chart Display displays the selected chart type.

 Technical Indicator displays the selected technical analysis

indicator.

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 REDIPlus Quick
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AUTO- AUTO-SIGNALS
(Right Click on Chosen Window > Auto-Signal)
SIGNALS

Auto-Signal

Auto-signals are visual and/or actionable alerts based on a list of

criteria set by the user.

Users can set alert criteria in each REDIPlus window by right clicking on
the desired field. REDIPlus will auto-fill the symbol and field data in the
Signals popup window.

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 REDIPlus Quick
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ALLOCATIONS ALLOCATIONS
(Windows > Management > Allocations)
and
LOCATE
MANAGER

Allocations

The Allocations window allows users to allocate equities and options

transactions post-trade. Users can set manual, intra-day or end-of-day
automatic account allocations between their accounts.

LOCATE MANAGER
(Windows > Management > Locate Manager )

Tips For Using Locate Manager

 Submit Locate submits locate or record locate requests.

 Existing Locate enables users to view the status of all requests

by symbol, whether approved or rejected, and the real-time
inventory of approved locates.

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 REDIPlus Quick
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RISK RISK MANAGER

(Windows > Management > Risk Manager)
MANAGER

Risk Manager

Risk Manager is available for US Equities and US Options and enables

users to manage buying power, positions and gains/losses. The tool
allows risk professionals to manage trader and firm risk across multiple
criteria by blocking asset classes and/or individual securities from being
traded.

See the Risk Manager Features Matrix for more information on

specific functionality.

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 REDIPlus Quick
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GENERAL OVERVIEW
(> Settings)
SETTINGS

Adjusting Settings

Users can customize their REDIPlus experience by setting application

level settings such as the application toolbar, window and monitors,
skins and fonts, account ID and system, alerts, format, order entry and
ticket. To customize individual windows, click the “gear” icon in the top
right corner of each REDIPlus window.

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GENERAL DEFAULTS
(Select Gear Icon in Chosen Window > Click on Defaults)
SETTINGS

SELECT TAB TO
DISPLAY SETTINGS

Setting Defaults

Users can define trading-specific parameters that apply across the

application, setting defaults by exchange, product or specific symbol.

Note that users must ensure their ticket default is set to “Bypass”
unless specifically using REDIPlus’ ticketing functionality.

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PROPERTIES PROPERTIES
(Select Gear Icon in Chosen Window > Properties > Link Tab)

LINK
TOOL

Properties Configuration

Users can customize their experience by adjusting the settings within

each REDIPlus window, including saving workspace layouts, adding
fields, setting up Hot Keys and linking windows. Clicking the gear icon in
the top right of each REDIPlus window will enable property
configuration.

You can also streamline your workflow in REDIPlus by linking windows.

To push data from one window to another (e.g., from a montage to a
chart), simply navigate to the Link tab, click the Link Tool icon and then
drag and drop it into window to be linked.

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 REDIPlus Quick
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HOT KEYS HOT KEYS

(Select Gear Icon in Chosen Window > Properties > Hot Keys Tab)

Setting Hot Keys

Using HotKeys, users can customize their workflow by assigning

specific actions to the keyboard keys within designated windows, such
as quick order entry, populate order fields, cancels and order updates.

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 REDIPlus Quick
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FREQUENTLY What are the minimum system requirements to run REDIPlus?

ASKED  Minimum Hardware: 2.0GHz Dual Core with 8 GB RAM

QUESTIONS  Operating System: Windows XP, Windows Vista, Windows 7,

Windows 8

 Windows Package Requirement: Microsoft .NET Framework 4.0

 Connectivity: 256kb per user (512kb recommended and up to

2mb required for certain options functionality), avg latency <
300ms

Can REDIPlus be installed on a Mac?

 No, however it will run when using a Windows emulator.

Where can I download REDIPlus?

 From Internet Explorer, go to https://login.redi.com.

What products does REDIPlus support?

 REDIPlus is a global, multi-broker, multi-asset trading platform.

Equities, Options or Futures can be traded through more than 125
brokers using the platform.

Does REDIPlus have an API?

 Yes. Pull data by using DDE; send orders via Excel and C# using
the API.

What symbology does REDIPlus support?

 REDI supports most major symbology protocols.

Where is my workspace saved within REDIPlus?

 The workspace is saved both locally on your PC and on REDI

servers.

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 REDIPlus Quick
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LOCATIONS AND SUPPORT HOTLINES

New York Support London Support Hong Kong Support

+1 212 419 9696 +44 20 7307 2990 +852 3588 0700

Dallas Support
+1 469 803 4950

©2015 REDI Holdings LLC (“REDI”) and its subsidiaries. All rights reserved. REDI is a registered trademark in the United States and
other countries throughout the world. Approved for distribution in the United States by REDI Global Technologies LLC, member
FINRA, and in the United Kingdom by REDI Technologies Ltd (FCA # 612490). This communication is not intended to be a
recommendation, solicitation or offer to buy or sell any financial instrument. Options involve risk and are not suitable for all
investors. For more information on the risk of trading options, please refer to the Option Clearing Corporation’s “Characteristics and
Risks of Standardized Options”.

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