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
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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
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.
This option is useful to auto size the rows and this will
resize the rows to the default original size.
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.
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.
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.
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.
This option is useful to Auto Size the Columns.
This is useful for sorting the column in ascending order.
This is useful for sorting the columns in descending order.
13.
Refresh Grid
It is useful to refresh the grids.
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
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