User Guides & Tutorials for the Orbita Notes Trading Platform
1. Onboarding & Account Setup
Setting up an account is the first step in accessing the Orbita Notes marketplace. The platform’s onboarding guide ensures users complete the registration process smoothly while meeting compliance standards.
- Creating an Account:
A detailed guide to registering and verifying your account on Stellarterm or the new Orbita Notes platform. - Enabling Security Features:
Instructions on setting up Multi-Factor Authentication (MFA) and other security measures. - Funding Your Account:
Tutorials on how to transfer Central Ura or other accepted currencies to start trading.
2. Navigating the User Interface
The platform provides a user-friendly dashboard with easy access to trading tools, portfolio management features, and market data. Tutorials will help users navigate the interface efficiently.
- Exploring the Dashboard:
A walkthrough of the key areas of the trading platform, including order books, market data, and reserve dashboards. - Customization Options:
Learn how to personalize your dashboard by setting up notifications, customizing layouts, and adding widgets for quick access.
3. Placing Trades: A Step-by-Step Guide
The Placing Trades section offers detailed instructions on buying and selling Orbita Notes, suitable for users with various trading strategies.
- Placing Market and Limit Orders:
Learn how to execute basic trades, such as buying and selling at market price or setting limit orders for specific price targets. - Using Stop-Loss Orders:
Protect your investments by learning to place stop-loss orders, automatically selling your holdings if the market price drops to a set level. - Reviewing and Cancelling Orders:
Understand how to manage your orders, review transaction status, and cancel open orders when needed.
4. Advanced Trading Strategies
For experienced users, the platform offers tutorials on advanced trading strategies, helping traders leverage market trends and optimize portfolios.
- Analyzing Market Depth and Liquidity:
Learn how to interpret market depth charts and gauge liquidity conditions to make informed trades. - Using Technical Indicators:
Explore the use of moving averages, RSI, and Bollinger Bands to identify market trends and trading opportunities. - Portfolio Rebalancing Techniques:
Tutorials on using the platform’s rebalancing tools to maintain optimal asset allocation as market conditions change.
5. Compliance and Governance Tutorials
The platform ensures users are aligned with compliance obligations by offering tutorials on regulatory requirements and governance best practices.
- Understanding Reserve Compliance:
Learn how to monitor and report reserve levels to comply with the C2C Monetary System principles. - Generating Audit-Ready Reports:
Tutorials on using compliance tools to prepare for internal and external audits seamlessly. - Navigating Terms and Policies:
A breakdown of the platform’s user agreements, trading policies, and governance frameworks for clarity and compliance.
6. Monitoring Performance & Portfolio Management
Users can explore tutorials focused on managing their portfolios efficiently, tracking performance, and generating reports.
- Creating Performance Reports:
A step-by-step guide to generating profit/loss statements and monitoring returns on investments. - Using Portfolio Insights:
Learn to access asset allocation reports and performance benchmarks to evaluate your portfolio’s health. - Setting Up Alerts:
Tutorials on creating custom alerts to monitor Orbita Notes price movements and portfolio changes.
7. Using the Mobile App
Once the dedicated Orbita Notes platform is live, users will have access to a mobile app for trading on the go. Tutorials will guide participants in using the mobile version of the platform effectively.
- Setting Up the App:
Instructions on downloading, installing, and logging in to the mobile app. - Mobile Trading Features:
Learn how to place trades, monitor portfolios, and access market data from your mobile device. - Push Notifications and Alerts:
Manage notifications and stay updated with push alerts on key events and trade opportunities.
8. Transitioning from Stellarterm to the New Platform
As the new Orbita Notes platform launches, users will transition smoothly from Stellarterm. Tutorials will help users prepare for the migration, ensuring a seamless shift to the new ecosystem.
- Preparing for the Transition:
Understand the steps involved in transferring accounts and holdings to the new platform. - Verifying Account Information:
Ensure all account details are accurate and complete to avoid disruptions during the transition. - Accessing Migrated Data:
Tutorials on how to view past transactions and migrated holdings within the new platform’s interface.
9. Troubleshooting and Support Resources
Users will have access to comprehensive support resources to resolve any issues encountered while using the platform.
- Common Issues & Solutions:
A troubleshooting guide covering common problems such as login errors and transaction failures. - Contacting Customer Support:
Learn how to contact support via live chat, email, or phone for quick assistance. - Accessing the Knowledge Base:
Explore a searchable knowledge base with answers to frequently asked questions and how-to articles.
10. Educational Webinars and Live Demos
To enhance user engagement and learning, the platform will offer regular webinars and live demos on trading techniques, market analysis, and portfolio management.
- Live Demos on Trading Features:
Join interactive sessions where experts demonstrate the platform’s core features and answer questions. - Webinars on Market Trends:
Participate in webinars covering trends in credit-backed financial instruments and the C2C Monetary System. - Q&A Sessions with Industry Experts:
Engage with fund managers and financial experts to deepen your understanding of Orbita Notes and market dynamics.
- Conclusion