Table OF Contents

1.tRADE lOGIN

2.oRDER fORM

3.mARKET wATCH

4.mESSAGE PANEL

5.PENDING ORDER

6.TRADE LOG

5.M2M BPL/ NET POSITION

6.exercise ORDER

7.EXERCISE BOOK

8.CALCULATORS

9.ACTIVITY LOG

10.FUND TRANSFER

11.PREFERENCES

 

Online Trading Service – Features

The online Trading Services offer you variety of features on your fingertips:

Main menu, besides welcoming you will display list of available options, which will be in the form of buttons /icons. Presently, the features available are

Depending upon your account profile, all or some of the options from this list will be available for your access. You can choose your option by clicking the respective icon.

 

 

 

 

Trade Login

     

Trade Login Screen Format

Input Field Description

 

Name

Description

Validations

User ID

User ID for user

It cannot be blank

It should not contain special characters

Login length should not exceed 50 characters

Password

Valid password for User ID

It cannot be blank

Password length should not exceed 50 characters

Trading Password

Valid Trading password for User ID

It cannot be blank

Password length should not exceed 40 characters

 

                             Order Form –Equity and Derivative

 

          Transaction Description

This form will allow the client to place a buy as well as sell order in equity or derivative market.

         

       

 

Order Form Screen Format


 

 


                                         Order Form (before placing order)

          

 

Order Form (before Order confirmation)


 

 

 


                                                      

                  Transaction Description

Market Watch offers you real-time tick by tick streaming quotes and market announcements from Exchanges. A fully customizable interface is provided to view and analyze the real-time quotes. You can define filters quotes by criterion, define and set triggers to highlight the stocks meeting your criterion be it a stop loss or alert on an investment opportunity. Create your portfolios and value the gains/losses in real-time.

In the Market Watch, each row corresponds to one security’s data and the columns the various data fields such as current, open, high, low prices etc. In addition, it contains triggers.

 

                  Market Watch Screen Format

To add a column to the Market watch window right click on the column before which you need to insert a new column, a pop-up menu will appear as shown in Figure


 


                                                                                                            MESSAGE PANEL

                  Entry / Edit Rules


To add new market watch click on the new button in the Market watch it will open the following window

 

 


Here Select the exchange, enter the Market watch Name and click on Ok to add new market watch

The Operations to be done on rows are explained below. Just right click on any row it will pop up a menu containing following options.

1.      Insert Security / Contract:


This option is useful for adding new Security in the market watch window. Just click on it and it will open following window. Just Enter the Security Name. For finding Security Name click on Find Code. For getting Strike Price click on Get Strike. Then click on Ok to add the Security in Market Watch. Click on Save Setting option to save the Market Watch.

 

 


2.      Delete Security / Contract:

For deleting any Security, Right Click on that particular Security Name and click on Delete Security/Contract.

3.      Auto Size Row:

This option is useful to auto size the rows and this will resize the rows to the default original size.

4.      Save Settings:

This option is useful to save the changes made in Market Watch, changes like addition of a Security, Deletion of Security etc.

5.     

Add Trigger:

 

 


Triggers are a mechanism to help you focus on specific information in the market watch window. There are hundreds of orders being placed in the markets every second resulting in a large number of trades being executed. Any order placed or trade executed will typically result in changes to current price, traded quantity and / or best bid and offer. As more and more orders are placed and trades executed in the markets this information will be delivered to your market watch window leading to rapid changes in display of market watch windows.  Once you click on this option it, will open the following window. Here user has to enter the Last Traded Price and the Normal Color, means the color before the trigger fires. Other option is Trigger Color. Market watch will automatically change the color of the Security automatically once the Trigger condition occurs. Here we can also chose different Audio Files to get the sound alert.

 

6.      Buy:

This option is useful to buy any particular Security. Just right click on the Security name and click on Buy it will fill the order form for that particular Security.

7.      Sell:

This option is useful to sell any particular Security. Just right click on the Security name and click on Sell it will fill the order form for that particular Security. The Operations to be done on columns are explained below.

To add new column just right click the first row in market watch as shown in fig it will open the following menu.

 

 

 

 

8.      Insert Column


This option is useful for adding new column in the market watch. After clicking on it, it will open the following window. Just select the column heading and click on Ok to add it.

 


9.      Delete Column

For deleting any column right click on any column and click on Delete Column and it will delete the column.

10.  Auto Size Column

This option is useful to Auto Size the Columns.

11.  Sort [Ascending]

This is useful for sorting the column in ascending order.

12.  Sort [Descending]

This is useful for sorting the columns in descending order.

13.  Refresh Grid

It is useful to refresh the grids.

14.  Save Settings

After making any changes in setting, click on this option to save the settings. It will save the settings e.g. addition of column, deletion of column etc.

 

                                         

           Transaction Description

This report shows the pending orders for both equity as well as derivative sections. After order confirmation the orders will appear in this report. Basically it shows the orders which are pending at exchange end. The same order is useful for modifying and canceling the orders.

         

 

 

 Pending Order Screen Format

 

                                               

           Transaction Description

This represents the Trade log reports. Is contains the trade details of the order. Same report is useful for equity as well as derivative markets.

           Trade Log Screen Format

 

 

 

                                               

           Transaction Description

It shows the details about Mark to Market, Booked profit loss and Net position of the Client. Based on the Net position client can square off the orders from the same form.

           Net Position Screen Format

                                               

            Transaction Description

These reports give Margin details of the client. It gives detail information of the various exposures.

            DP Margin Screen Format

                                                Exercise Order

             Transaction Description

It gives the details of the exercisable contracts. Same form is useful to exercise a particular contract. User has to enter the Quantity and he has to click on the exercise Link to exercise the contract.

          

             Exercise Order Screen Format

                                               

              Transaction Description

The exercise Book report shows the details of the exercised contracts.

              Exercise Book Screen Format

  

                                               

Calculators

               Transaction Description

Future calculator is useful for calculating the Fair value of Future contracts

               Calculator Screen Format

                Option Calculator

                Option calculator is useful for doing option calculations in case of Option                           

                contracts.

                It shows the calculated options.

 

 

 

 

 

Glossary

                                               

             Transaction Description

This report gives the detail information of the clients trading activity. It shows the order details of the client. Also provides the sorting criteria      

 

  Activity Log Screen Format

 

 

 

           Transaction Description

This report is useful for transfer the funds.

           Fund Transfer Screen Format

 


                                     

 

 

 

 

 

 

 

                                               

            Transaction Description

This is useful for changing the password and setting the email frequency.

            Preferences Screen Format