1. BASIC INFORMATION ON DERIVATIVES

1. Introduction

Derivatives Securities are understood as a contract signed at the present time for a transaction that will take place in the future for an underlying asset at a price determined at the time the contract is signed.

- Regarding trading regulations, investors may refer here.

- Regarding trading fees/taxes, investors may refer here.

2. Advantages

- High financial leverage ratio

This is the most attractive advantage. Unlike underlying securities (stocks), where investors must have 100% of the capital to purchase, derivatives allow investors to trade contracts with values many times greater than their actual capital through the margin mechanism.

Simply put: Investors only need to deposit about 13%–15% of the contract value to place a trade. If the index moves as expected, the return on invested capital increases very rapidly.

- Ability to generate profits in a declining market

In the traditional stock market, investors only make profits when prices rise (Buy low – Sell high). With derivatives, investors can earn profits even when the market is "deeply red".

Mechanism:

Investors take a "Sell" position when forecasting a market decline. If the index actually declines, investors close the position and earn the price difference. This is the only instrument that allows individual investors in Vietnam to profit during a downtrend.

- Risk hedging tool

This is the original role of derivatives. If an investor is holding a large stock portfolio and anticipates a market correction, instead of selling off stocks, the investor may open a "Sell" position in futures contracts.

Result:

Profits from the derivatives position will offset losses in the underlying stock portfolio, helping to protect the investor’s total assets.

- T+0 trading (High liquidity)

Unlike stocks, which require waiting two days after purchase to sell (T+2), derivatives allow investors to buy and sell immediately within the same trading session.

Benefit:

Investors can close positions at any time to take profit or cut loss immediately when abnormal market movements occur, enabling extremely flexible risk management.

2. LOGIN AND SETTINGS

1. Login

- Step 1: Enter the account number and password, then press the “Confirm” button

- Step 2: Enter the OTP received via SMS / Email and press the “Confirm” button to log in to the application

2. Settings

a. General settings

- Step 1: On the “Home” screen, select the “Menu” button

- Step 2: Select the “Setting” button to configure the interface

+ Language settings

+ Light/Dark interface mode

+ Login session duration

+ Save ID

b. Biometric settings

- Step 1: On the “Home” screen, select the “Menu” button

- Step 2: Select the “Setting” button to proceed

- Step 3: Enable “Login with Biometrics” mode

- Step 4: Enter the login password and perform fingerprint scanning

3. ORDER PLACEMENT AND TRANSACTION HISTORY

1. Order placement

To place a derivatives order, follow the steps below:

- Step 1: Log in to the account

- Step 2: Enter OTP via SMS / Email

- Step 3: On the toolbar, select “Derivative Order” or select “Menu” → “Derivative Order”

Note:

- For trading regulations and available order types, please refer to the Derivatives Trading Regulations via the provided link.

- For information on trading fees/taxes, please refer to the provided link.

a. Regular order

A regular order is executed after the investor confirms the order, and the order is then sent to the exchange.

- Step 1: Select “Order”

- Step 2: Select the contract code to trade

- Step 3: Select “Trading”

- Step 4: Enter order details including “Ord type”, “Price”, and “Vol”

- Step 5: Confirm the order to execute the trade

b. Pre-order with validity period

Similar to a regular order, but investors can specify a validity period for the order. Select “From time to time” and “Session” to determine the trading session and the duration the order remains active.

c. Pre-order at specific time

Similar to a regular order, but investors can specify a specific execution date. Select “Start date”, “Session”.

2. Order cancel/amend and Order Book

Investors can manage active orders via the “Order Book” and select orders to cancel or amend if required.

- Step 1: Log in to the account

- Step 2: Enter OTP

- Step 3: Select “Derivative Order” via toolbar or menu

- Step 4: Select “Order Book” and choose the order to “Mod/Cancel”

- Step 5: Adjust “Price” or “Vol” or press “Cancel”

- Step 6: Press “Confirm” to execute the cancel/amend request

3. Order history

- Step 1: Log in to the account

- Step 2: Enter OTP

- Step 3: Select “Menu” → “Transaction History”

4. Open positions

- Step 1: Log in to the account

- Step 2: Enter OTP

- Step 3: Select “Derivative Order”

- Step 4: Select “Position” to view existing derivatives positions

4. ASSET INFORMATION INQUIRY

1. Asset information

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Dr Asset” or “Menu” → “Account summary”

Appendix explaining asset information can be referenced in the illustration below.

2. Profit/Loss information

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Menu” → “Accumulated profit and loss”

5. INTERNAL CASH TRANSFER

Internal cash transfer is used to transfer money from the investor’s underlying securities account to the derivatives trading account.

1. Cash transfer

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Menu” → “Derivatives Internal Cash Transfer”

- Step 4: Select “Request”

- Step 5: Select receiving sub-account (Derivatives account: sub-account 80; Underlying account: sub-account 00)

- Step 6: Enter transfer amount

- Step 7: Press “Confirm” to execute transfer

2. Transfer history

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Menu” → “Derivatives Internal Cash Transfer”

- Step 4: Select “History”

6. MARGIN DEPOSIT AND WITHDRAWAL

Margin deposit/withdrawal allows investors to perform margin transactions for derivatives trading.

1. Margin deposit

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Menu” → “IM Deposit/Withdrawal”

- Step 4: Select “IM Deposit”

- Step 5: Enter deposit amount and press “Deposit”

- Step 6: Press “Confirm” to complete margin deposit

2. Margin withdrawal

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Menu” → “IM Deposit/Withdrawal”

- Step 4: Select “IM Withdrawal”

- Step 5: Enter withdrawal amount and press “Withdrawal”

- Step 6: Press “Confirm” to complete margin withdrawal

3. Margin transaction history

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: Select “Menu” → “IM Deposit/Withdrawal”

- Step 4: Select “History” to check margin transaction history

7. MARKET INFORMATION MONITORING

1. Market overview monitoring screen

The overview screen is used to monitor all derivatives contracts based on VN30 or Government Bonds. Investors can also interact and trade directly from the overview screen.

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: On the “Home” screen, view all derivatives contract codes

- Step 4: Select “VN30” or “GB” as required

- Step 5: Select a contract to trade or view details

Investors can also perform trading actions, check information, or deposit/withdraw funds directly from the “Home” screen.

2. Detailed derivatives contract monitoring screen

- Step 1: Log in

- Step 2: Enter OTP

- Step 3: On the “Dr Chart” screen, investors can view detailed information of derivatives contracts

+ “Quote” tab: used to monitor buy/sell volumes

+ “Dr Chart” tab: used to view candlestick charts across different timeframes

+ "Matched" tab: used to monitor aggressive buy/sell executions during the current session

+ "Day / Week / Month" tab: used to monitor trading volume trends over selected periods

1. INSTALLATION INSTRUCTIONS 

1. Step 0: Download HTS 2.0 software at the company's website link
2. Step 1: After downloading to your computer, proceed to extract the file and install it with Adminstrator permissions

  Then select the language when performing the program settings as shown below

 

3. Step 2: Select the folder to install then tap “Next”

 

4. Step 3: Check in as shown below and click “Next”

 

5. Step 5: screen displays the installation folder path. User press Settings
6. Step 6: screen displays a notification that the application installation has been completed. User clicks Finish to finish the process.

2. SYSTEM LOGIN INSTRUCTIONS

• Open the application on the Computer and log in with the User ID and password provided when the User's account is set up.

ID: The account number or ID of the broker. The ID must be registered on the derivatives system before logging in to the application.

Login password: login password on underlying stock trading applications.

• Alternatively, the User can select the language or server in the "Config" option as shown below.

• OTP with login:

• After successfully logging in with the User's ID and password, the system will ask for an additional OTP code for the customer's login account.
• Users enter the OTP number and click the "OK" button in the login window to log in and use all application functions (Balance lookup, buy/sell orders, account information lookup, money transfer, etc.).

If you do not enter the OTP, you can check the box "Un-orderable mode" to only log in to the application and view market information.

• Note:

• For brokerage users, after logging in to the system, in order to be able to perform operations for an account, it is necessary to enter the correct phonecode of that account.

3. GENERAL INFORMATION

 

 

Symbols	Interpretation
1	Quickly find/enter the corresponding screen number
2	The main menu group of the program
3	The names of the screens, which can be hidden/shown through the settings section below
4	Toolbar, which can be hidden/shown through the settings section below
5	Virtual displays, which can be referred to as groups of screen operations, can be set up through the settings below
6	Supports quick order placement according to user settings
7	The status bar shows commands, indicators, etc., which can be hidden/shown through the settings next to it
8	User's quick menu setup function, can choose to operate some screens in the selection list that you need to select in the main menu group
	The frame shows the main data of the screen

 

4. CONFIGURATION SETUP

1. Configuration

• Apply: All configurations when performing settings must be applied for the changes to take effect, when the settings are changed without pressing apply, all changes will not take effect.
• Default: Defaults to the general settings of the system
• Cancel: After making changes and you don't want to apply those changes anymore, you will cancel them 
• Confirm: After pressing apply, confirm to turn off the settings screen.
  1. 1. [0001] General Settings
        1. [0001] Basic Settings

Symbols	Interpretation
1	Basic settings for maximum number of screens: It is possible to decide the maximum number of windows that can be opened in HTS. Up to 100 displays can be opened simultaneously with a virtual monitor, setting the virtual range of each code for the current virtual monitor, or all
2	HTS boot display screen settings: boot screen display same as last save, indication screen display, full-time notification screen display, real-time synchronization with server
3	Security settings: set the time when HTS is not in use, the system will lock the current usage function, can choose to turn off HTS or display the lock screen so that customers can log in again when locking HTS.
4	On-screen toolbar settings: display screen titles by screen name, screen number, screen name and number...
5	Other settings: close the screen with the Esc key
6	Login server information

 

                             

1. 1. 1. 2. [0001] Screen Settings

 

Symbols	Interpretation
1	Font settings used for HTS: normal font size, large, small
2	Virtual Screen Toolbar: Wider virtual screen viewing settings, virtual screen display, virtual screen number display (maximum 10)....

 

 

 

 

 

1. 1. 1. 3. [0001] and [0002] Command Settings

 

Symbols	Interpretation
1	Viewed securities: set the stock symbols will be entered in the preview list when entering the order screen 5110 (Maximum 6 symbols selected)
2	Quantity setting: It is possible to increase or decrease the quantity when placing an order with the suggestions set up here: Maximum 8 quantities can be set to increase or decrease.

1. 1. 1. 4. [0001] User Alarm

Symbols	Interpretation
1	Alert settings: what time, what is the content of the alert
2	Alarm settings: sound, screen display when alarm, popup screen display, warning display position: top left, bottom left, top right, bottom right...
3	Once installed, click More to successfully end the alert, modify, or delete the alert Displaying warning content

 

1. 1. 1. 5. [0001] and [0005] Quick Keys

Shortcut Settings: The screen can be opened quickly by creating compatible hot keys for each user.

Symbols	Interpretation
1	Search for screens to register: Screens can be searched by sorting by menu tree or by sorting by screen number
2	List of available shortcuts Use the subscribe button, delete the subscription to perform the shortcut After the operation, the information will be displayed in block 3
3	Shortcut registered information blocks

 

1. 1. 1. 6. [0001] Screen Background Color

Symbols	Interpretation
1	Screen background color after selecting the colors in the color theme 2
2	List of topics in the system
3	Themed color palettes
4	System fonts: heading fonts, frame bars...

 

1. 1. 1. 7. [0001] Wallpaper

screen allows users to set the desktop for the app.

Symbols	Interpretation
	Wallpaper settings: the right size for your computer's background, the wallpaper in the center position, the wallpaper in the top left corner, the bottom right wallpaper...

 

1. 1. 1. 8. [0001] and [0008] User Menu Settings

Screen after finishing installing My menu:

 

Symbols	Interpretation
1	Selection screen list to add to the corresponding menu created by the User himself: the screen can be searched by entering the screen number or selecting the screen by the menu list tab
2	Create menu folder names Add, edit, delete new menu groups and the list of screens added to each menu group, or add all lookup results to my menu list
3	The frame shows the menu when registering, editing, deleting
	Next search results in the searchable list
	Summary of search results by location

 

1.1.1.9. [0001] and [0007] Custom Tab Settings

Symbols	Interpretation
1	List of selectable screens to add to the corresponding tab created by the User himself: screens can be searched by entering the screen number
2	Add, remove a list of registration screens to tabs
3	Tabs: Add, remove, rename tabs The list of monitors registered to the tab, can customize the display of the screen in different tabs: push the screen to the top, up, down, bottom...

screen after installation: by  default, the first screen installed will be [9951] with child screens assigned as [6621] and [6625].

Note: only when logging in with an employee user will there be a TAB menu.

Log in with the customer user, see the screen search section.

 

   

 

 

 

1. 1. 1. 10. [0001] Screen Icon Settings

Symbols

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