Getting started with e-trading

Experience e-trading entirely according to your needs: the PostFinance App offers you a quick overview and the most important functions for when you’re on the go. Use the desktop version to access advanced functions and high-performance tools for your comprehensive trading experience. Familiarize yourself step by step with our trad-ing platform in the desktop version.

Getting started

E-trading comprises four main areas: “Account overview”, “Markets”, “Tools” and “Trading space”.

  • “Overview” shows your e-trading assets at a glance. Your assets include your account balances and your securities.

    In this area, you’ll also find all executed transactions, your order history, all documents and any corporate actions that you have received for information or for response.

    To keep up to date about the securities you have bought, news about securities from your position list is shown below in the Account overview.

  • The Markets area provides you with a daily overview of the most important markets and indices. You can access further information via the daily overview by clicking on the index you require. You can trade individual securities directly using “all components”. 

  • We support you in your decision making with useful tools. 

    Scanner

    The Scanner search function enables you to set filter criteria (e. g. by segment, sector, market, etc.) to find the shares, bonds and structured products you want quickly, according to your needs.

    Price alerts

    To make sure you don’t miss an opportunity, you can use this function to set a price alert for any instrument. To do so, simply select the corresponding security via the search field and enter a target rate or %-change. As soon as the title reaches this threshold, you will be notified according to your settings.

    TradingView

    This tool offers numerous, versatile options to analyse titles and compare them with others (chart analysis, intraday analysis, etc.) and also offers you professional help with making decisions.

  • The area for individual views and settings.

    This area consists of different widgets you can use to customize and adapt the page to your needs.

    From the lower page area in the widget shop, drag the selected widget to the desired position in the “Trading space”. You can move the widgets around at any time or remove them again from the “Trading space”.

    Individual settings within the widgets personal list and positions are also possible, e.g. adding further columns and information. To do this, open the relevant menu for amendment in the “Icon” column.

Profile and settings

The following settings are available:

  • Grouping your positions (by currency or product type)
  • Displaying the price type (bid or ask price) in the tables
  • Start date for calculating overall performance
  • Activating/Deactivating warrant expiry manager
  • Defining default values on the trading screen
  • Enable Pre-market trading
  • Determining reference currencies and opening new currencies / accounts            

Brief explanation of key functions

  • You have various options for paying money into or out of e-trading:

    • In e-finance: via Payments > Create payments > Transfers > E-trading
    • In e-finance: via Overview of assets > E-trading custody account > Transfer
    • In e-trading: via above right menu item “Transfer”

    In our e-finance demo version, you can run through the necessary steps and familiarize yourself with the process of paying money into e-trading.

  • You have different options for purchasing or selling your desired title:

    Trading directly from the search screen (“Quicksearch”)
    On this search screen, you can find securities by name, icon or ISIN, and can trade them directly from here.

    Trading from position list in the Account overview
    To sell or purchase existing positions, go to “Positions” and select “Buy” for buying and “Sell” for selling.

    Trading from the “Trading space”

    • From the “Position list”: To sell or purchase existing positions, go to “Positions” and select the “Trade” button. This takes you to the Trade screen for further instructions (buy, sell, order type, etc.)
    • From the “Search & Trade” widget: Search for your desired title via the search screen and trade directly via the “Trade” button.

  • Saving plans can be set up for selected ETFs, shares and themed certificates.

    1. Select your preferred security
    2. On the trading screen, set the order type to “Saving plan”
    3. Select the maximum amount you want to invest on a regular basis
    4. Select the frequency – either weekly, fortnightly, monthly, bimonthly or quarterly
    5. Set the start date for your first order

  • Search via the “Search & Trade” widget in the “Trading space” area
    Use the “Search” widget in the “Trading space” to search for securities and trade them directly. Enter the name or the icon of the title you are searching for.

    Search via “Quicksearch”
    On this search screen, find securities by name, icon or ISIN.

    Search via Scanner in the “Tools” area
    The Scanner search function enables you to set filter criteria (e.g. by segment, sector, market, etc.) to find the shares, bonds and structured products you want quickly, according to your needs.

  • Click on the desired title (Swiss registered share) on the “Position list” in the “Account overview” area then select “Register my shares”.

  • Create and manage personal lists in the Trading space
    You can create new personal lists by dragging the “Personal list” widget from the widget shop in the lower page area into its desired position in the “Trading space”.

    Or search in the “Search & Trade” widget for your desired security and use the “Plus” button to create a new list there or add the title to an existing list.

    To rename existing lists or delete titles from them, select the pencil in the column heading above.

    Add title to personal list
    Place your preferred title on your personal favourites list by marking it with the “star icon”. You can find this icon on the “Quicksearch” search screen or by looking in the detailed information of a security.

Additional helpful services

Information about using e-trading.