IG交易平台下單教學(流程圖解)：CFD交易 指數／外匯／股票／大宗商品／債券

IG 迎新回贈點差/佣金最高150美元

活動期限：2023/10/10起

Duration of activities: 2023/10/10/10

新戶在帳戶激活後2個月內，承作外匯/指數/股票/大宗商品CFD交易，就能得到點差/佣金回饋最高150美元，可以減免前期交易手續費。

Within two months of the start-up of the account, the new account would receive a margin/commission return of up to $150, which would reduce the cost of previous transactions.

雖然手續費或點差依然存在，在時間到的時候會將這些手續費退回。

Although fees or margins still exist, they will be returned when the time comes.

更多回饋細節可以查看官網。

More details can be found on .

成功註冊IG交易平台帳戶以後，交易者就可以登入使用IG自有的交易平台。

After , traders can log in using IG own trading platform.

要在平台上交易商品，操作流程可分成六個步驟：

To trade goods on the platform, the operating process can be divided into six steps:

1. 選擇交易商品：點選想交易的商品
2. 選擇交易類型：可以選擇 現貨CFD/ 期貨CFD 類型
3. 選擇合約規格：通常有數種不同幣別/不同金額的合約規格
4. 選擇交易方向：點選買進或賣出
5. 設定交易合約數量：設定要交易多少數量的合約，可以有小數點。
6. 止損/限價(止盈)/開倉方式設定：設定自動平倉的止損/止盈比率，以及開倉的方式。

在IG交易平台可交易商品類型包含股票指數、外匯、加密貨幣、大宗商品等。

The types of tradable goods on the IG trading platform include stock indexes, outgoings, encrypted currency, bulk commodities, etc.

先從交易介面左側挑選商品類型，再挑選想交易的商品。

Select the commodity type from the left side of the trade interface before selecting the goods that want to be traded.

點選想要交易的商品之後，接下來要選擇交易類型。可以選擇的類型有兩種：

After you click on the goods you want to trade, you select the type of transaction. There are two types that you can select:

• 現貨CFD：用CFD的方式追蹤現貨價格，沒有到期日。
  1. 最小合約數較低(最小手數低)，開倉需要的資金較低
  2. 隔夜持倉需支付隔夜融資費
  3. 追蹤的是連續價格
• 期貨CFD：用CFD的方式追蹤期貨價格，有到期日。
  1. 最小合約數較高(最小手數高)，開倉需要的資金較高
  2. 沒有隔夜融資費
  3. 到期日未平倉的倉位將被轉倉
  4. 追蹤單一月份期貨合約價格

只有部分商品有期貨的交易類型，例如股票指數、大宗商品、債券利率等。兩種交易類型的主要差別在於追蹤的價格不同、最小手數、到期日的有無、隔夜融資費。

Only part of the goods have future types of transactions, such as stock indices, bulk commodities, bond rates, etc. The main difference between the two types of transactions is the difference between the price of the transaction, the minimum number of hands, the maturity date and the overnight premium .

現貨是追蹤現貨價格，期貨就是追蹤期貨價格(有遠/近月之分)，現貨與期貨價格之間存在些微差距；另外期貨合約是有到期日的，因此交易期貨CFD到期未平倉的話IG交易平台會自動執行轉倉。

There is a slight gap between the current and future prices, which are tracking the current prices, and the futures, which are tracking the futures (long/late months), and the futures contract, which is due, so that the IG trading platform will run automatically if the trading futures CFP are not ready.

無論是追蹤現貨或是期貨，都有數種合約規格可以讓交易者選擇。在選擇上有兩個重點：

There are a number of contractual rules that allow traders to choose whether to track the goods on the spot or the future. There are two main points in the selection:

• 幣別：表示用哪一種貨幣計價
• 合約規格：表示1份合約每點多少錢

幣別建議選用跟匯款幣別相同的貨幣。例如說我自己的帳戶主要是入金美元，那就儘量都選擇美金為主，如果沒有美金，就選擇匯率相對穩定的幣別。

The currency suggests the same currency as the currency to be used. For example, if my own account is predominantly a gold dollar, then it is as much a dollar as it is a dollar, and if there is no dollar, it is a currency with a stable rate.

合約規格則是用來表示「1份合約每點多少錢」。概念上有一點像是台股期貨中「大台每點250元」、「小台每點50元」的意思。

The terms of the contract are to be used to indicate "the amount of money per dollar per contract". The idea is to say, "Big 250 dollars per dollar" and "Big 50 dollars per dollar" in a stock offer.

舉例來說，下圖是追蹤 德國40指數 現貨 的合約種類，總共分成5種，其中1種以美元計價，另4種以歐元計價。

For example, the following is a list of the types of contracts that track the 40-point German currents, which are divided into five categories, one in dollars and four in euros.

在這個步驟中，當我們選定了合約規格，同時也決定了一整份合約的價值，需要的保證金也會根據這個數字計算。

In this step, when we choose the rules of the contract and at the same time determine the value of the contract as a whole, the required guarantee will be calculated on the basis of that number.

例如說合約規格是每點5歐元，而指數買入價是17798.8點，那一份合約的價值就是88,994歐元；同樣的道理，如果合約規格是每點是1美元，那一份合約的價值就是17798.8美元。

For example, the contractual regime is 5 euros per hour, whereas the index purchase price is 17798.8 euros, and the value of the contract is 88,994 euros; similarly, if the contract is $1 per point, the value of the contract is $17,798.8 dollars.

市場先生提醒：

Mr. Market Reminder:

剛開始學習使用IG交易平台的交易者建議都先選最小單位的合約就好。等到確認策略穩定、有效，資金規模加大以後，再選擇更大規格的合約也不遲。

At the start of the study, traders using the IG trading platform suggest that the minimum number of units should be selected first. It is not too late to choose a larger number of contracts until the strategy is stable and effective, and the amount of money has increased.

不是所有類型的商品都有 現貨/期貨 可以選；有些商品只有單一幣別可以選(通常是美元)；也有些商品只有單一大小的合約可以選。

Not all types of goods are available, both cash and futures are available; some have a single dollar (usually US dollars); and some have a single-sized contract.

市場先生將幾個重要的商品類型節錄出來，並把 合約規格選項 整理如下表。

Mr. Markets has recorded several important commodity-types and has compiled the following table of options for the rules of the treaty.

下一步是選擇交易的方向，交易者可以選擇買方或是賣方。

The next step is to choose the direction of the transaction, and the dealer may choose the buyer or seller.

與其它衍生性金融商品類似的是，CFD差價合約多空交易十分彈性，不受限於常規性的先買後賣，也可以執行先賣後買的放空操作。

Like other derivative financial goods,

這一步要設定想要交易的合約數量。值得注意的是，差價合約交易的「合約數量」並不一定是整數。

This step sets the number of contracts that you want to trade. It is worth noting that is not necessarily an integer number for the price difference transaction.

差價合約交易提供交易者一項很方便的彈性，那就是交易的合約數量並不要求整數；但如果是期貨就只能買賣整數。

The price difference transaction provides a convenient elasticity for the traders, i.e. the number of deals does not require an integer; in the case of futures, only an integer can be bought and sold.

舉個例子來說，期貨交易只能下單1口、2口、5口等，合約數量計算的最小單位通常是「1」；但差價合約交易交易者可以下單0.5個合約或是1.2個合約，最小單位依照不同的交易商品而定，例如「0.2」或「0.5」不等。

For example, futures transactions can only take one, two, five, etc., and the smallest units for which the number of contracts is calculated are usually “1”; however, dealers in the price difference are allowed to place a single 0.5 or 1.2 contracts, depending on the different trades, such as “0.2” or “0.5”.

市場先生補充：
差價合約交易保證金的多寡也會根據合約數量浮動，參考上圖的案例，如果德國40數17810.3，保證金率是合約價值的1%，那麼0.2、0.5、1.3個合約的保證金分別是：

Mr. Strong added that if Germany were 40, 17810.3, the guarantee rate was 1 per cent of the value of the contract, the difference between 0.2, 0.5 and 1.3 contracts would be as follows:

• 0.2個合約保證金：5 × 0.2 × 17810.3 × 1%=178.10
• 0.8個合約保證金：5 × 0.5 × 17810.3 × 1%=445.26
• 1.6個合約保證金：5 × 1.3 × 17810.3 × 1%=1157.67

各類商品詳細的保證金規範，可從《IG交易平台保證金率規範》查詢

Detailed guarantee levels for each commodity can be consulted from IG trading platform guarantee rates

IG交易平台的交易介面還有一些能幫助交易者控制損益的設定：

The IG trading platform's transaction interface also has a number of settings that help traders control the loss:

• 止損：標的價格達到止損設定時自動平倉
• 限價(止盈)：標的價格達到止盈設定時自動平倉

交易者可以先設定好止損位置，也可以設定限價(止盈)，當價格觸及止盈/止損設定的位置時，就會自動平倉，方便交易者依據策略操作。

Dealers can first set the damage-free position or the price-bound (surplus) position, and when the price touches the position where the excess/damage-free settings are located, they can automatically level the warehouse to facilitate the operator's operation according to strategy.

下單開倉的方式有也有兩種：

There are two ways to open a single warehouse:

• 沖銷：相同標的，方向相反的部位會相互抵銷
• 強制開倉：相同標的，方向相反的部位會同時存在，除非自行平倉

「沖銷」下單會把相同標的，方向相反的部位會相互抵銷。這個開倉方式比較直觀，就是直覺上的先買後賣、先賣後買的概念。

This is a more straightforward way to open a warehouse, which is the concept of intuition, first selling, first selling, and then buying.

「強制開倉」則讓會相同標的，方向相反的部位會同時存在，除非交易者自行平倉。這個開倉方式在一些比較複雜的交易策略中很常見，當交易者希望對同一個標的，同時建立正向/反向部位時，就會使用這個方式下單。

The "compelling warehouse" allows the same label to exist in the opposite direction, unless the traders level the warehouse themselves. This method is common in some of the more complex trading strategies, and is used when traders wish to create a direct/reverse location for the same label.

市場先生提醒：股票/ETF商品的交易成本有最低消費

Mr. warned that minimum transaction costs for stocks/ETF commodities

CFD差價合約的主要交易成本包含點差和隔夜融資費用；而IG交易平台的股票/ETF商品不收取點差，改以傭金方式收費，並設有最低消費。

The main transaction costs of the CFP differentials include point differentials and overnight savings; the stock/ETF commodities of the

有關IG交易平台針對股票/ETF交易下單與費用介紹，可以參考市場先生的文章：IG交易平台股票/ETF交易教學(施工中)

An introduction to the IG trading platform on the orders and fees for stock/ETF transactions can be found in Mr. Market: from the IG trading platform stock/ETF trade faculty (under construction)

差價合約交易的優點在於讓你的部位設定比期貨更有彈性，可供操作的槓桿倍率也更高，但也不能因此過度槓桿，良好的交易者都應該清楚的知道自己部位的規模。

The advantage of the price difference deal is that it makes your parts more resilient and more operational than futures, but it doesn't mean it too much, and good traders should know exactly what their parts are.

資金控管是做交易的一門學問，也是對交易者來說十分重要的事。

Capital controls are a lesson for dealings and a matter of great importance to traders.

差價合約交易的設定方式雖然方便，但交易平台通常不會顯示持倉的總價值，需要交易者自己掌握，這容易使交易者混淆、並低估整體的槓桿比率，形成過度槓桿。

While price differential transactions are easily configured, trading platforms often do not show the total value of the warehouse and need to be owned by the traders, which may confuse the traders and understate the overall pole ratio, creating an overstretched pole.

加上某些策略的多方部位與空方部位可以對沖抵銷，一旦持倉內容複雜後，會變得更難計算真正的槓桿比率與曝險程度。

The combination of multiple and empty parts of some strategies can counter-offer, and once the contents are complicated, it becomes more difficult to calculate the true pole ratio and exposure.

交易的初學者可能會把目光放在上漲一點可以獲利多少，有時候會下過大的部位，形成過大的槓桿。只有了解總規模，交易者才知道如何控管好資金。在交易市場，槓桿的倍數是因應策略而使用，而不是為了賺更多而加高。

Dealers may look up at how much they can profit and sometimes go too far to form big poles. Only if they know the overall scale can traders know how to control the money. In the market, a double of the poles is used for coping strategies rather than higher for making more money.

真正良好的交易者，會設計一個讓連續犯錯多次都不至於退出市場的策略，並且有紀律的貫徹執行。