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Whale One-Stop US Stock & Option Solution
Fast implementation, low cost, and powerful US stock trading capabilities
Whale provides a one-stop solution for US stocks and options trading, supporting trading in US stocks, margin trading in US stocks, and options trading. It covers various business scenarios such as real-time market data, trading, risk control, deposit and withdrawal. It helps clients quickly establish their presence in the industry, with low costs and minimal manpower, while gaining powerful US stock trading capabilities.
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Why should you engage in US stock and options trading?
Continuous growth in the US stock market, while the Hong Kong market remains sluggish
Continuous increase in trading volume in the US stock market
Deep liquidity in the US stock market
Meeting the diverse investment needs of investors
Direct stock investments
Index funds and ETFs
Options Trading
Market demand and investor preferences
Demand from risk-averse investors
Service demands from high-net-worth individuals
Technological and service innovations
Maturation and stability of online trading platforms
Improvement in products and features such as US stock options and after-hours trading
Mature solution to meet all needs
Fastest implementation, lowest cost
One-stop solution covering all business scenarios
From US stock trading desks to front-end apps, Whale provides comprehensive capabilities for trading, risk control, clearing, and settlement. It supports fast integration of market data, information, and community services and provides an internet marketing system to assist clients in quickly establishing their presence in the industry from system setup to customer acquisition.
  • US stock trading desks: Highly automated processes for cost reduction and efficiency improvement
  • App and operation of market data, information, community, and other content
  • Online marketing: Online customer acquisition for customer expansion
Existing Whale clients: Direct expansion into the US stock and options market
Based on the existing Whale products, quickly access the US stock and options market without the need for redevelopment.
  • Obtain the fastest implementation speed through integration with mature services
  • Achieve the lowest combination pricing in terms of cost investment
  • Achieve rapid operation with minimal manpower input
New clients: Integration and connection with third-party stock trading desks
Whale App fully supports integration with third-party trading desks.
  • Integration with other systems of brokerage firms, such as accounting systems and customer relationship management systems
  • Support for interface integration and data transmission, enabling information sharing and business collaboration between systems
  • Provision of open APIs for brokerage firms to customize development and integrate third-party applications
Business Architecture

The architecture design of the US stock solution includes two main components: the front-end terminals and the back-end trading desks. The front-end terminals are provided for use by brokers and clients, including App trading terminals and WTT trading terminals, for conducting trading and inquiry operations. The back-end trading desks handle core business logic, such as processing trade requests, risk management, settlement, and clearing. This solution achieves fast and efficient transaction processing through the collaborative coordination of the front and back ends.

Not only the most cost-effective solution but also providing the most powerful US stock trading capabilities in the market
Support for global market trading instruments
  • Support for various common trading instruments in the US market, with the ability to restrict trading product instruments based on compliance requirements
  • Coverage of more than 30,000 stocks, REITs, funds, etc. in the capital markets of Hong Kong, Shanghai, Shenzhen, the United States, and Singapore
Professional order capabilities covering exchange order types
  • Coverage of various basic order types provided by exchanges, including limit orders, market orders, etc., while also providing various conditional orders commonly used by users, such as stop-loss and take-profit orders. Operators can flexibly set the order validity period and support placing orders at any time outside of trading hours
  • For professional traders or brokerage business personnel, Whale also provides professional capabilities including TWAP, VWAP algorithmic orders, grid trading, basket orders, etc., fully satisfying the needs of strategy trading
US Stock Options
  • Support for real-time full OPRA US stock options market data, not missing any price fluctuations
  • Support for long and short trading of call and put options, allowing investors to independently combine and execute investment strategies
  • Support for covered call/put option combinations to reduce margin requirements for common option strategies
  • In addition to convenient trading operations and comprehensive options trading functionality, Whale also provides various front-end and back-end capabilities to meet the needs of options businesses, including real-time risk control, automated reconciliation, options exercise and assignment, corporate actions, and more
Overnight trading: US stocks can be traded 24 hours a day
  • "Overnight trading" provides investors with a new trading session, allowing them to continue trading in the US stock market after regular trading hours to respond tointernational market changes and meet the needs of investors in different time zones
  • The after-hours trading session is from 8:00 PM to 3:50 AM Eastern Time, which corresponds to 8:00 AM to 3:50 PM Hong Kong Time (during US daylight saving time). During US standard time, the after-hours trading session is from 9:00 AM to 4:50 PM Hong Kong Time
  • Overnight trading, along with pre-market, regular trading hours, and post-market, forms the 24-hour trading cycle of US stocks. After-hours trading follows the exchange holiday calendar and aligns with regular trading days, excluding holidays
Comprehensive risk control capabilities throughout the entire process
  • Pre-trade risk control: Flexible, efficient, and accurate calculations
  • In-trade risk control: Based on real-time proprietary asset data and risk management, ensuring greater safety and efficiency
  • Post-trade risk control: Sub-second response time, enabling timely detection and accurate handling of risks
  • High-performance integrated accounts: Multi-currency support and unified buying power across markets
Efficient integrated clearing and settlement
  • Supports integrated settlement of operational coupons, meeting the needs of business operations
  • Unified clearing process management, including trade matching, billing, interest calculation, statement generation, OTC order reconciliation, and more
  • Whale's independent clearing data backup and rollback feature enables precise one-click clearing for different markets while the front-end operates 7x24

Contact Whale to embark on a new mode of cost reduction, efficiency enhancement, and business growth

Going beyond traditional IT vendors, Whale leverages cutting-edge financial technology to provide cost-effective, high-performance, multi-market, and multi-business one-stop flexible customization services.