CONTENTS:
Contents
Overview
- Intuitive and consistent user interface featuring several interaction methods, including icons, dropdown menus, and keyboard shortcuts;
- Flexible “workspace” environment with tabbed layouts divided into multiple internal panels. Panels can also be detached into separate windows, and linked together for quick instrument updates with a single click;
- Full support for multi-monitor setups;
- “Cloud Desktop” capability enables users to save their personalized desktop configuration and access the same setup from any location, whether working remotely or in the office;
- Highly customizable interface with adjustable colors, layouts, and font sizes;
- Built-in “Themes” feature makes it easy to apply a consistent visual style across the entire platform;
- Workspace templates available for multi-panel layouts, trading screens, and chart-linked environments;
- Smart contract month selection that automatically displays valid month/year combinations after entering a contract;
- Advanced instrument search functionality with filtering by category, exchange, description, or symbol for faster selection;
- Detailed instrument information including exchange data, contract value, minimum tick size and value, trading hours, and margin requirements.



Charts
- Create advanced charts for futures, options, strategies, FX, CFDs, and equities;
- Extensive library of technical indicators with fully programmable parameters;
- More than 30 drawing tools available, including trendlines, channels, and Fibonacci retracements;
- Support for customizable text annotations and labels;
- Multiple time interval options including tick, volume, price-change, intraday, daily, weekly, monthly, and quarterly views;
- Various chart styles such as Bar, Line, Area, and Candlestick;
- Smooth pan and zoom functionality for both price and time scales;
- Integrated tabular data view with Excel export support;
- Ability to import chart data directly from Excel;
- Two user interaction modes: drag-and-drop or standard navigation;
- Forward scrolling capability for future market analysis;
- Information Pad displaying time interval, session details, indicators, and P&L data;
- Customizable cursors and informative tooltips;
- Export charts as graphic files;
- Share charts directly via email;
- Configure default chart colors and display settings;
- Apply global modifications to chart colors and properties;
- Print charts for offline analysis and reporting;
- “Represent Prices With Decimals” option for displaying prices in decimalized ^ format;
- Spread Continuation charts supported for selected contracts;
- Time-based filtering to exclude specific periods from chart displays;
- Continuation chart options accessible from the right-click menu;
- Overlay chart functionality available directly from the context menu;
- Drag-and-drop support for indicators created with the advanced Indicators Builder tool;
- Real-time alerts based on chart activity or indicator values;
- Conditional order creation triggered by chart or indicator conditions;
- Option to display or hide orders and positions directly on charts;
- Built-in Trade Pad for quick and convenient order entry;
- Orders and Positions Pad providing visibility into start-of-day positions, fills, active orders, and P&L summaries.




Quotes Monitor
- Create and manage multiple customizable tabs for market monitoring;
- Insert custom titles and blank rows for better organization and readability;
- Personalize colors, font sizes, and display settings to match user preferences;
- Build and monitor synthetic and arithmetic spreads;
- Add free text notes and custom formulas directly within the monitor;
- Access built-in SUM and INT calculation functions;
- Quickly view detailed instrument information;
- Real-time quote integration with Excel spreadsheets through RTD or DDE links;
- Launch Charts, Options, Depth of Market, Price Ladder, or Trade Ticket windows directly from the right-click menu;
- Easily switch between trading mode and selection mode;
- Set price alarms to notify users when predefined levels are reached;
- Print quote pages for reporting or offline review;
- Configure alerts based on price, volume, trade size, or time conditions;
- Advanced order entry capabilities, including contingency orders and Spread Legger™ functionality;
- Option to override default account settings and order quantities during trade entry;
- Optional Buy/Sell buttons with mouse-over price selector for faster execution;
- Ability to estimate missing Bid and Ask prices automatically;
- Integrated Strategy Builder for creating and managing custom trading strategies.


Advanced Options
- Comprehensive options display showing futures contracts alongside all strike prices, with calls and puts arranged horizontally for efficient analysis;
- Flexible layout options allowing calls and puts to be displayed either side-by-side or stacked vertically;
- Support for multiple contracts and multiple option chains simultaneously;
- Fully customizable interface:
- Configure futures and options columns;
- Choose between fixed or scrollable columns;
- Personalize colors, font sizes, and display settings;
- Multiple advanced option pricing models supported, including:
- Black ’76
- Black-Scholes
- Binomial
- Trinomial
- Bjerksund-Stensland 2002
- Barone-Adesi Whaley
- Bachelier (Normal);
- Real-time calculation and display of option “Greeks”;
- Integrated Options Calculator supporting all pricing models for theoretical value, implied volatility, and custom scenario analysis;
- Full-featured options charting with volatility skew analysis and integrated charts for volatility and key Greek values;
- Quick toggle between trading mode and selection mode;
- Display of monetary values for calls, puts, and straddles;
- Access to detailed instrument information directly within the interface;
- Print-ready options pages for reporting and analysis;
- Fast order entry by clicking directly on bid, ask, or last traded prices;
- “What-if” simulation tools for testing trading scenarios before execution;
Integrated Strategy Builder for creating and managing advanced options strategies.


Price Ladder
- Vertical price ladder interface designed for fast and efficient market interaction;
- Prices displayed in an organized vertical column for streamlined order management and market visibility;
Customization Features
- Select and configure the columns displayed within the ladder;
- Real-time streaming Last Tick data;
- Personalized colors, font sizes, and display preferences;
- Live display of positions, average entry price, and profit/loss information;
- Seamless switching between implied, outright, or combined market data views;
- Optional cumulative bid/ask column display for enhanced depth analysis;
- Highlight combined sizes that include an implied component;
Order Entry Features
- Option to show or hide Profit & Loss information;
- Option to display or hide active orders directly within the ladder;
- Toggle visibility of order cancel buttons;
- Optional mouse-over price selector for faster trade execution;
- Ability to override default quantity, order lifetime, and trading account during order placement.



Orders & Positions Monitor
- Centralized monitor displaying all orders, positions, and their current statuses, organized by net positions for improved clarity and management;
Advanced Filtering Capabilities
- Expand or collapse all net position groups;
- Show or hide today’s fills and start-of-day positions;
- Toggle visibility of open and closed trades;
- Filter working, rejected, canceled, cancel/replaced, suspended, or expired orders;
Sorting & Monitoring Features
- Integrated status bar displaying Futures/FX, Options, and Net Profit/Loss information;
- Export data to Excel and import orders directly from .xls files;
- Built-in Trades Summary and Trades Recap functionality for performance review;
- Save and automatically preserve estimation details;
- Profit and loss calculations based on price deviations for enhanced risk and performance analysis.
Account Information and Summary
- Real-time account monitoring with automatic recalculation on every new market tick or trade fill;
Margin Requirements
- Continuous calculation of Initial and Maintenance Margin requirements;
- Real-time tracking of unfilled Initial and Maintenance Margin requirements;
Live Account Metrics
- Real-time account valuation including:
- Long Option Value;
- Short Option Value;
- Net Option Value;
- Start-of-day and Mark-to-Market account balance calculations;
- Start-of-day and Mark-to-Market open trade equity tracking;
- Start-of-day and Mark-to-Market total equity monitoring;
- Securities on Deposit visibility;
- Net Liquidation Value calculations;
- Real-time Excess Funds and Purchasing Power updates.


Options Chain
- Advanced options chain display presenting futures contracts alongside all strike prices vertically, with calls and puts aligned horizontally for efficient market analysis;
- Support for multiple contracts and simultaneous viewing of multiple option chains;
Customization Features
- Configure and customize futures and options columns;
- Choose between fixed or scrollable column layouts;
- Personalize colors, font sizes, and overall display settings;
Trading & Analysis Features
- Full support for options charting and visual analysis;
- Easily switch between one-click trading mode and selection mode;
- Display monetary values for calls, puts, and straddles;
- Access detailed instrument information directly from the options chain;
- Print options pages for reporting or offline review;
- Execute orders instantly by clicking on the bid, ask, or last traded price.
Scrolling Ticker
- Real-time scrolling ticker displaying Symbol, Last Price, Net Change, and Net Change Percentage;
- Adjustable font sizes for improved readability and personalized viewing;
- Compact Data View option for a cleaner and more space-efficient layout;
- Fully customizable color settings to match individual workspace themes and preferences.
Depth of Market
- Advanced Depth of Market display with the best bid and best offer dynamically positioned at the top for quick market visibility;
Customization Features
- Select and configure the columns displayed in the market depth view;
- Personalize colors, font sizes, and overall display properties;
- Configurable pause functionality automatically freezes the display when hovering over selected regions for easier analysis;
- Instantly switch between implied, outright, or combined market data types;
- Optional cumulative bid/ask column display for enhanced liquidity analysis;
Order Entry Features
- Option to show or hide Profit & Loss information;
- Display or hide active orders directly within the interface;
- Toggle visibility of order cancel buttons;
- Optional mouse-over price selector for rapid order placement;
- Ability to override default quantity, order lifetime, and trading account settings during order entry.


Time & Sales
- Real-time streaming Time & Sales data for continuous market activity monitoring;
- Color-coded price tracking for faster trade identification and analysis;
- Flexible display options with both vertical and horizontal output layouts;
- Color-coded highlighting of session highs and lows for quick market insight;
- Double-click any price to automatically highlight all trades executed at the same level;
- Smart timeframe adjustment based on the contract’s opening time when an instrument is selected;
- Quick access to launch related charts directly from the Time & Sales window;
- Print functionality for exporting Time & Sales data for reporting or offline analysis.
Order Entry/ Management
- Integrated Order Ticket for efficient trade execution and order management;
- Real-time Streaming Last Tick data for up-to-date market visibility;
- Order Templates for quick access to frequently used trading strategies and order configurations;
- Quick Entry Line for faster manual order placement;
- Intelligent contract validation with only valid month/year combinations enabled for each instrument;
- Calendar “Strip” selection feature allowing users to select all contract months of an instrument in a single step;
- Save and load Order Ticket Templates for streamlined workflow management;
- Customizable Order Preview dialog with flexible levels of detail displayed before submitting an order.


Real-Time News
- Access to real-time market news from leading providers, including Dow Jones and LaSalle Street News;
- Fully customizable display settings, including colors, font sizes, and layout preferences;
- Configurable news categories for focused market coverage;
- Support for custom search terms and personalized news filters;
- Saved custom news searches automatically organized into dedicated tabs for quick access across future sessions;
- Ability to email or print news stories directly from the platform for sharing and reporting purposes.
Quote Board
- Interactive “Thermometer” display provides an instant visual overview of contracts trading near their daily highs or lows;
Customization Features
- Create and manage multiple tabs within a single workspace frame;
- Arrange columns and rows easily using drag-and-drop functionality;
- Personalize colors, font sizes, and display settings to suit individual workflows;
Integrated Trading & Analysis Tools
- Launch Charts, Options, Price Ladder, Trade Ticket, Time & Sales, or Depth of Market windows directly from the right-click menu;
- Access detailed instrument information instantly;
- Print quote boards for reporting or offline analysis;
- Support for Synthetic and Arithmetic Spreads for advanced market monitoring and strategy analysis.
Data Suite
- Simple and intuitive web-based access to some of the market’s most actively traded instruments, conveniently organized by category;
- Pre-configured pages featuring a curated selection of futures contracts, trading strategies, and options markets;
- Fast order entry functionality allowing users to place trades directly by left- or right-clicking on Last, Bid, or Ask price cells;
- Integrated Strategy Builder tools for creating and managing custom trading strategies.
Fixed Quote Pages
- Support for both Streaming and Snapshot market data modes;
- Quickly launch Charts, Options, Depth of Market, Time & Sales, Price Ladder, or Trade Ticket windows directly from the right-click menu;
- Instant access to detailed instrument information;
- Print-ready quote pages for reporting and offline analysis;
- Integrated Strategy Builder functionality for creating and managing custom trading strategies.
E-px
- Specialized monitoring tool for Eurodollar Futures markets;
- Tracks and logs real-time changes in packs, bundles, and calendar spreads for enhanced spread analysis and market monitoring;
- Designed to provide traders with quick visibility into Eurodollar spread activity and relative market movements.
Options All Month
- Comprehensive options view displaying all option months within a single table for streamlined market analysis;
- View last prices, net changes, bid/ask values, and session highs/lows for calls and puts across every available contract month;
- Multi-contract support with the ability to manage and analyze multiple option chains simultaneously;
Advanced Options Analytics
- Real-time calculation and display of option Greeks using five pricing models:
- Black-Scholes
- Black ’76
- Barone-Adesi Whaley
- Binomial
- Trinomial;
Trading Features
- Easily switch between trading mode and selection mode depending on workflow preferences;
- Optimized for rapid options analysis and multi-month contract comparison in a single interface.
Alarms
- Flexible alert system with support for audio notifications and custom text message alerts;
- Set alarms for futures, options, indices, and chart indicators;
- Quote-based alarms configurable for:
- Price levels
- Trading volume
- Trade size
- Time-based conditions;
- Advanced Chart Alarm settings allow users to define custom price targets and trigger conditions;
- Optional email notifications can be enabled or disabled when alarms are triggered.
Spread Matrix
- Comprehensive spread analysis tool providing an at-a-glance view of the full calendar spread curve, from front-month to back-month contracts;
- Monitor exchange-traded calendar spreads, inter-commodity spreads, and inter-exchange spread differentials in a single interface;
- Real-time display of both leg positions and outright market positions;
Trading & Analysis Features
- Fast order entry by clicking directly on bid, ask, or last price cells for spreads or outright contracts;
- Right-click volume cells to instantly launch Charts, Options, Price Ladder, Time & Sales, or Depth of Market windows;
- Outright and spread cells display bid, ask, last traded price, and total trading volume;
- Full support for options spread quoting and analysis;
Customization & Navigation
- Fully customizable layout and display settings;
- Smooth scrolling support for efficiently viewing and analyzing deferred back-month spreads.
Instrument Lookup
- Intelligent popup windows automatically display valid month/year combinations as contracts are entered;
- Advanced instrument lookup system organizes products alphabetically by description or symbol, by asset type (futures, options, strategies, equities, or FX), by category (Currencies, Financials, Energy, etc.), or by exchange;
- Only valid month/year combinations are selectable for each specific instrument, reducing entry errors;
- Integrated chain and strike selection tools for options contracts;
- “Calendar Strip” functionality enables users to input all contract months for an instrument in a single step;
- View or print complete symbol lists grouped by category or exchange for quick reference and organization.
Block Trades
- Real-time monitoring of block trade activity across supported markets;
- Advanced filtering options by trade quantity or product type for faster analysis;
- Built-in “Copy to Clipboard” functionality for quick data export and sharing;
- Right-click actions allow users to set alarms or instantly open detailed instrument information.
Snapshot Quote
Customization Features
- Select and arrange displayed columns using intuitive drag-and-drop functionality;
- Personalize colors, font sizes, and display settings to match individual workspace preferences;
- Dedicated Refresh button for manually updating quote data when needed;
Integrated Market Tools
- Launch Charts, Options, Depth of Market, Price Ladder, or Time & Sales windows directly from the right-click context menu for fast market analysis and trading access.
Order Entry Properties
- Advanced order entry configuration based on instrument type and price positioning;
- Flexible order logic customization:
- Buy orders above the market can automatically be treated as Stop orders;
- Buy orders at the market price can be submitted as Market orders;
- Buy orders below the market can automatically become Limit orders;
Customizable Order Behavior
- Configure whether clicks on Last, Bid, or Ask prices generate Limit or Market orders;
- Built-in “Fat Finger” protection to help prevent incorrect quantity input;
- Option to place orders using either single-click or double-click execution;
- Flexible order placement workflow:
- Open the Order Ticket;
- Display an order preview;
- Submit orders directly without confirmation;
Notifications & Safety Controls
- Configurable order review screens, order number confirmations, cancel confirmations, fill warnings, and Shared Order Book notifications;
- Notification preferences including:
- Pop-up alerts
- Pop-under alerts
- Pop-under with preview
- No notification;
- Notification behavior can be customized based on whether actions originate from the current trader or other users;
Advanced Trading Features
- Set default trading sessions for composite symbols;
- Full support for contingent orders;
- Email notification functionality for trading activity and alerts;
- Cross-trade and wash-trade warning protection;
- Ability to override the default trading account for specific products or instruments;
- Customizable account groups and visual appearance settings;
Professional Trading Environment
- Designed to support advanced quick screen trading workflows with professional-grade order entry controls and risk management features.
QST Professional Tutorials
BASICS
QST Professional Tutorial: Getting Started – Basics
ORDER ENTRY
QST Professional Tutorial: Order Entry
CHARTING
QST Professional Tutorial: Getting Charting
QST Trading Solutions
QST offers a complete suite of multi-asset trading technology solutions including our flagship QST trading platform to
manage the entire trading life cycle.
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