Getting Started with Our Markets Dashboard

Introducing the Markets Dashboard—your essential tool for comprehensive FX contract analysis. Easily compare forward points, make informed decisions, and stay ahead in the FX market with this integral feature of CNS Treasury.

Welcome to CNS Treasury's powerful Markets Dashboard functionality. This dashboard allows users to interact with CNS's suite of advanced tools, offering insights and data-driven decision-making that form a critical component of our product offering.

In the following guide, we’ll walk you through accessing the Markets Dashboard, its features, and how to use it effectively.

Video Walkthrough: Markets Dashboard Overview

Step 1: Login to CNS

Visit the CNS Treasury website at www.cnstreasury.com. Use the navigation bar at the top of the screen to click Login, bringing you to the login page:

At the login screen, simply enter your provided details and click Login to access the system. If you encounter any issues or need assistance, don’t hesitate to reach out to us at support@cnstreasury.com.

After logging in, you’ll be taken to your workspace, where you’ll find all functionalities in the left-hand menu, including Dashboards for various overviews, the Forward Calculator under the FX menu, and a Guides section where you can upload or delete files as needed.


Step 2: Navigate the Dashboards

In the Dashboards menu, you’ll find several tools and overviews, including FX market insights, news, comparison charts, rate changes, and more. The FX Market Overview delivers a comprehensive view of currency pair comparisons, indexes, bonds, top stories, and charts—all conveniently displayed on a single screen.

Example: Exploring the NZDUSD Overview

The interactive dashboards let you adjust time intervals on currency pair charts. By analyzing charts for the same currency pair across different timeframes, you can perform multi-timeframe analysis, enabling you to identify both short-term and long-term trends.

This method enhances signal validation, risk management, strategy diversification, and overall market understanding, leading to more informed and accurate trading decisions.


Step 3: How to Use the Forward Calculator

To access the Forward Calculator, click Fwd Calc in the dropdown menu under FX:

Example: Using the Forward Calculator as a US Importer

Suppose you're purchasing USD against the NZD. Enter the details for your contract, including the amount and the planned settlement date. The forward calculator will compute the forward points based on your inputs.

For instance, you might enter the following trades:

  • USD $1,000,000 at the forward rate for November 20, 2024 (three months from August 22, 2024).

  • Additional trades for $500,000 and $250,000 on different dates.

These calculations provide flexibility, whether you're modeling potential trades or preparing real orders.

On the bottom right, use the Export button to save your data in .csv or Excel format. This allows you to further analyze the data or send it to your bank for processing. Below is an example of the exported data:


Explore the Full Product Offering

The Markets Dashboard offers a vital set of tools designed to elevate your FX trading strategy. For a deeper understanding or to explore additional benefits, you can book a discovery call or a meeting with our team.

For further assistance or to schedule a meeting, contact us at support@cnstreasury.com.

Thanks,
The CNS Team