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Guided Tour

The guided tour walks you through the AEX platform step by step, highlighting key areas and explaining how to use them. It is the fastest way to get oriented when you log in for the first time.

Auto-launch on first login​

The tour starts automatically the first time you log in, approximately one second after your connection to the exchange is established. It will not launch again on subsequent logins unless you choose to replay it.

What the tour covers​

The tour is organised into five phases, each focused on a different area of the platform:

Phase 1 — Understanding the Market​

Introduces the core market data views:

  1. Market Status — the status bar showing the current session state (OPEN/CLOSED) and countdown timer
  2. Watchlist — live bid and ask prices for all contracts, with price flashing explained
  3. Click to Trade — how to open an Order Ticket by clicking a price cell

Phase 2 — Placing an Order​

Walks through the Order Ticket in detail:

  1. Order Ticket — where to build and submit orders (docked pane or floating window)
  2. Contract Selection — choosing node, profile, and contract period
  3. Price & Volume — setting $/MWh and MW values, using quick-add buttons
  4. Submit as Held — staging orders before the session opens
  5. Submit Order — the submit button and what happens immediately after

Phase 3 — Managing Orders​

Covers the Order List and available actions:

  1. Order List — real-time display of your orders with side, state, and fill progress
  2. Order Filters — filtering by state (Working, Held, Partial, Filled, etc.) and date
  3. Order Actions — cancelling working orders and releasing held orders

Phase 4 — Credit Management​

Explains the credit system:

  1. Credit Overview — total limit, amount used, and available credit
  2. Counterparty Limits — per-counterparty limits, usage, and utilisation percentage
  3. Credit & Trading — how credit utilisation affects order submission in real time

Phase 5 — Administration​

Introduces admin capabilities (visible based on your permissions):

  1. Admin Panel — entity management, user management, invitations, documentation, and configuration
  2. User Management — viewing users, roles, and entity assignments; inviting new users
  3. Configuration — market settings including trading hours, auction windows, and product definitions

Each step shows a tooltip anchored to the relevant part of the interface. Use the buttons at the bottom of the tooltip to move through the tour:

ActionHow
Move to the next stepClick Next
Go back to the previous stepClick Back
Skip the tour entirelyClick Skip

The tour progresses linearly through all 22 steps across the five phases. You can go back at any point to revisit a step.

Automatic pane management​

As the tour progresses into phases that require specific panes, it opens them for you automatically:

  • The Credit pane is opened (or made active) when the tour reaches Phase 4
  • The Admin pane is opened when the tour reaches Phase 5, and the relevant admin sub-tab is activated for each step

If a tour target is not found in your current layout, the tour skips that step and moves to the next one automatically.

note

The tour adds panes to the bottom-right panel of your workspace if they are not already present. You can rearrange or close them after the tour finishes.

Replaying the tour​

You can restart the tour at any time:

  1. Click the ? (help) icon in the navigation bar
  2. Select Replay Tour

The tour restarts from the beginning, regardless of how far you previously progressed.

Next steps​