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1. Figure 20 Sell Order Window User should possess enough holdings in his her account for placing sell order 1 Select the required scrip from the market watch window 2 Select order menu from the menu bar 3 Select the option Cash from the sell order Shortcut key is F2 By enabling the sell order from menu the selected scrip From Market Watch details will be entered in to the sell order window by default The cash sell order window include fields like Product Code Symbol Series Price Condition Quantity Price Client Code Trigger Price Disclosed Quantity Time Condition 4 User has to enter data in to the fields like Quantity Trigger Price Remarks 5 Click Submit button after entering the details correctly For clearing the fields click on Clear button and for closing the window click on Close button 5 TOOLS MENU Tools menu is comprised of Message Settings and Options Calculator as shoen below Tools Helt We Message Settings Option Calculator Figure 21 Tools Menu Powered by FLIP 13 IDAS Investnet User Manual 5 1 MESSAGE SETTINGS This option is used to Enable Disable the message popups as shown below the user can check the options to enable that particular type of message and then click on the Save button so that the settings can be saved properly Show Trade Idea Show Alerts Show Trade Messages Figure 22 Message Settings 5 2 OPTIONS CALCULATOR This option is used
2. Product Type and Status then click on the refresh button to get the list populated It also includes option to export the order logs to an Excel Sheet using the iii icon Exchange ProductType OrderStatus AA AA A aif LV M c Venue m Status Buy Sell Sequence Symbol _ Product Pend Qty Exec Qty Oty _ Price PriceCon Trigger P Exec Avg Disclosec Seri Instr Typ La n m a nn x r Figure 11 Order Status By enabling the order status menu Order status window displaying the details like Client Code Exchange Buy Sell Status Segment Symbol Series Instrument Type Expiry Date Strike Price Price Condition Strike Price Price Condition Price Order Quantity Executed Quantity Trigger Price Disclosed Quantity Executed Average Rate Pending Quantity Product Call Put Style Order ID Order Reply Time Ordering User ID Leg No Channel Currency and Transaction number will get displayed In which Expiry Date Strike Price Call Put and Style are applicable for NSEFO It also have the option to confgure columns in Order status window using the fi 1 icon available in order status window The Total Buy Order Quantity and Total Sell Order quantity also will get displayed on the Bottom right corner of Order status window At a time twenty order details alone will get displayed In case of more number of details it will get displayed in the next page In such case an arrow key will get displayed on the bottom ri
3. Menu 4 1 BUY The Buy Order menu enables the client to place Buy orders in the market aaa a Product ymbol Series Price Con Price Trigger Price mee RELIANCE RO en Buy 7 di submit clear 100 gt i ok Type Time Cond Margin Figure 19 Buy Order Window User should possess enough balance in his her account for placing buy order 1 Select the required scrip from the market watch window 2 Select Transactions menu from the menu bar 3 Select the option buy order Shortcut key is F1 Powered by FLIP 12 DY DBS Investnet User Manual 4 By enabling the cash buy order from menu the selected scrip From Market Watch details will be entered in to the cash buy order window by default The cash buy order window include fields like Product Code Symbol Series Price Condition Quantity Price Trigger Price Disclosed Quantity Time Condition Book Type and Margin percentage 5 User has to enter data in to the fields like Quantity Price Trigger Price etc Click Submit button after entering the details correctly For clearing the fields click on Clear button and for closing the window click on Close button 4 2 SELL The Sell Order menu enables the client to place Sell orders in the market A A A Product Symbol Series Price Cond Oty Price Trigger Price i CTD reciance CTD CS EO Eoo Buy Disc Qty Book Type Time Cond i COTTE ATTE submit clear a ME Margin95 100 ae VO
4. can navigate to the next page by clicking the arrow While double clicking a particular order the order list details of that corresponding order will get displayed Exchange Symbol Product Venue _ Product SecurityHame _InstType ExpDate Total B ot Avg Buy T saty Avg sell Het Pos Avg Rate Mkt Rate Mkt val Booked PA Het PL al E Figure 14 Trade Summary Powered by FLIP 9 DY DBS Investnet User Manual It also includes option to export the order logs to an Excel Sheet using the icon It also have the option to confgure columns in Trade Summary window using the anes icon available in Trade Summary window ra 3 5 PORTFOLIO User can view the portfolio details by enabling Portfolio menu User can enable the Portfolio menu by following the below given steps 1 Select Reports menu gt gt Portfolio or by clicking the icon in the toolbar 2 A Portfolio window will get displayed in which the particular clients Portfolio details will be listed Portfolic Lt Cais UserID I Exchange ALL lu Refres Expo Ios ibid Product Mame Available BP Booked P amp L SASH EUR CHASE CASH SALES MARGIN BOOKED MARGIN RELEASED Cash a se at 0 00 ADD MARGIN BOOKED ADD MARGIN RELEASED Intraday cn 0 00 PREMIUM BOOKED PREMIUM RELEASED FAO erases 0 00 WITHDRAW DEPOSIT Commodity A 0 00 SPAN MARGIN BROKERAGE BOOKED Venue Security lame Seri InstType ExpDate Intra Bu DPOty e SO O I NSE alr tw gold E
5. rece ere cree nee 16 E E O ERA A A 16 a A O A o 18 A O aaa 18 T SAROV TO CONFIGURE MARKE a 18 GG SAR ere eee eect E E A Sa ape E Sa une A AT 19 Powered by FLIP 3 DDBES Investnet User Manual 1 SYSTEM OVERVIEW The Investnet Web is a web based trading platform used to trade on National Stock Exchange NSE Bombay Stock Exchange BSE NMCE NCDEX MCX and Derivatives Exchange for the equities derivatives commodities segment This facility is only available for retail investors 1 1 GENERAL LAYOUT An overview of the major elements on the Investnet Web window such as the title bar menu bar toolbar index bar status bar and the market watch bar are introduced to the user in this section With the help of these elements you can choose the various aspects for effective trading MENU BAR Below the title bar is the menu bar with various menu items Selecting a command from one of these menus either performs an action or displays a sub menu These command items are put together in a menu based on their functionality This is the main menu of the application A AAA N Figure 1 Menu Bar TOOL BAR You can use the toolbar for quick access to the most commonly used menu commands These menu commands are represented by an icon on the toolbar which when clicked executes the respective command The same includes options to invoke Order Status Trade Summary Portfolio window Fund Transfer Customercare Back office News amp
6. to calculate Price Call Put and other Indicators such as Delta Gamma Theta Vega Rho values of options contract after entering values like Instrument type Symbol Strike price Volatality Spot price etc as shown below Inst Type Symbol Strike Price AnnualWolatility Spot Price LOPTSTK x acc 860 1 Interest Rate No Of Days to Expire 10 mo Price Call Price Put 10 95 0 00 DELTA GAMMA 0 99 0 00 Figure 23 Options Calculator 6 HELP MENU Help Menu includes options such as About Investnet Shortkeys and New features as shown below About ShortKeys New Features Figure 24 Help Menu Powered by FLIP 14 DDBES Investnet User Manual 6 1 ABOUT INVESTNET This menu will display the Versions of different module integrated to Investnet web such as Investnet Client Module Order Module Watch Module Report Module as shown below Flip Web Gold Flip Client Module Version 1 0 0 Order Module Version 3 0 18 Watch Module Version 1 0 0 Report Module Version 1 0 0 Ling Figure 25 About Investnet 6 2 NEW FEATURES This option will display the new features incorporated in the latest updated version of Investnet web version The newly included functionalities are displayed as a comment over here Thus user can easily get to know the recent updates in INVESTNET Powered by FLIP 15 DD 7 GENERAL INSTRUCTIONS Investnet User Manual 7 1 HOW TO CREATE A NEW WORKSPACE User can avail
7. 8 OO 2 3 LOGOUT Figure 8 Login History local local local local local AS FLIP_WEB FLIP_WEB FLIP_WEB FLIP_WEB FLIP_WEB Fam tim By enabling the Logout option in file menu User will be logged out from the terminal 1 Goto File Menu and then select the option Logout or click the Market watch bar Click Yes button in the confirmation screen to get logged out 3 REPORT MENU zZ E Are you sure you want Logout Figure 9 Logout ff icon available in the As the name implies Report menu is comprised of various options like Order Status Offline Order Status OMS Rejected Order Report Trade Summary Portfolio User Profile Security Information Fund Transfer report and Back office as shown below Powered by FLIP Order Status Offline Order Status Oms Rejected Order Report Trade Summary Portfolio User Profile Security Information Fund Transfer Report Figure 10 Reports Menu D DBF 3 1 ORDER STATUS User can identify the current status of the order been placed in the market by enabling Order Status menu User can enable the order status menu by following the below given steps 1 Select the required Scrip from the market watch window 2 Select Reports gt gt Order Status or click the ll icon available in the toolbar An Order status window will get displayed in which the particular scrips order status details will be listed 3 Select the appropriate Exchange
8. Announcement Buy Sell Change Password Proffessional workspace Classic workspace and Logout option respectively as shown below m f Figure 2 Tool Bar INDEX BAR The stock exchange index is a relative measure of the performance of all or a number of stocks that are traded on a stock exchange The online NSE Index of securities can be identified by the up and down arrows The index value is shown by the change in Font color When the index value increases the Font color of the index changes to BLUE and when the index value decreases changes to RED This is displayed right corner of the menu bar Figure 3 Index Bar MARKET WATCH BAR You can use this toolbar for quick access to the most commonly used menu commands to be executed in a Market watch These menu commands are represented by an icon on the toolbar which when clicked executes the respective command The same includes options to Save all the changes New Watch Configure Watch Add Symbol Advance Search and Resize watch option respectively as shown below HARG gt po Figure 4 Market watch Bar Powered by FLIP 4 DY DBS Investnet User Manual STATUS BAR Status Bar displays the current market status of the exchanges Last login time and the Password expiry details It s been displayed at the bottom of the window It also includes options to minimize or tile all the open windows inside the terminal Figure 5 Status Bar 2 FILE MENU File menu is comp
9. DY DBS Investnet User Manual USER MANUAL Powered by FLIP 1 DY DBS Investnet User Manual Powered by FLIP 2 DDBES Investnet User Manual CONTENTS a EAS O 4 1 1 ENERO A ee 4 A IEE MEN LO EP ice AA A AE unger ACA A AAA TA A AA E center AA A AAAA A A A A AAEL 5 2 1 CHANGE PASSWORD TE A E E ee ee eee ee a 5 2 200r OGIA TORY E ee eee eee meee ate eee etree eet eee eer et tee eee es oere etree vere eee 6 A ee ee 6 2 REPORT MEN errar rola ea aaa eee se ceo MM 6 3 1 ORDER CTA TU A A O e O mere 7 O a Y E Caen nee ere 8 23 FOM Rev EC TIED ORDER REFOR Oe sree a cree ee A er ee eee 8 S42 TRADE SUMMARY A a As anee aes aeaeare ree yaranee ares arn 9 o A ee ee ee ee ee ere 10 2 CARU esl 2d 3 A E A Siren ree net eis reer rere re err eer arene 11 3 T SECURIT YGINEORIMATHON a A 12 AE TRANSAC TONS ME E eM ene ee ee eee Pree eee ea 12 4 1 BUN PP te Wee arteries E cratarae cea career vetaerater ec araeereearecereeareeeeceere etree seats 12 Zs ex eet E E te tee tet Oe rete per ee re terete ty tree rere ee eater eet etre etre er tere ere tree 13 0 ES A A ORE eee ene ee ee eer ee eee eee eee ee ee ee eee 13 5 1 MESSAGE SETING M gt ee ee ee 14 A Ne ratte eR eee Are avec A Are aeee Aree aeae A vendre eeare A aren aac samee ts 14 Gil SI SS MPAA 15 Cie A A occa ee rte cee eeaeinee E E E E eee 15 GS INES ONA IS TIONS geo renee ee ere ee cae A re ener eed nner E E tea er eeee ce 16 7 1 A EA TE A NEW WORKSPACE terete A E cece rer
10. Offline Order status window will get displayed in which the particular scrips order status details will be listed as shown below Time rder Statu Ox Exchange ProductType OrderStatus M Cc Venue Status Buy Sell Symbol Product Qty Price PriceCon Trigger P Disclosec Seri Instr Typi Exp Date Stike Pric MktL lt Call Le ts Las 2 om i ds lean hanina d APA MS cs ld A ets EA Las n ds Ma m _ e _ gual O a Figure 12 Offline Order Status 3 3 OMS REJECTED ORDER REPORT User can identify the reason for rejection by the OMS of the orders been placed in the market by enabling OMS Rejected order report menu User can enable the OMS Rejected order report menu by following the below given steps 1 Select Reports gt gt OMS Rejected order report An OMS Rejected order report window will get displayed in which the particular scrips order rejection details will be listed after selecting the appropriate exchange as shown below Powered by FLIP DDBES Investnet User Manual Exchange lan ALL NSE BSE ER i Sas P ErrorMsg ReqTime OrderType InstType Qty Price PriceC hizi 7 7 PEA ERAN ARABIA ENE IA IN Sipe se eta NSEFO NSECD Figure 13 OMS Rejected order report In case of User with no buying power placing an order the order will get rejected and a message box as follows will get displayed on t
11. Q CM 0 A Ls as pa Unsetth AvgRate Intra Se NetOty PendS MktVal MktRate GainLoss Closir RES TENA III A ASA DEE Med PLEA 70093000051 1 MIMI 932 AMER Mer AN Nasa BSE s sommes cM Firas sakus CM CM Venue Product Scrip Cod SecurityH Series InstType ExpDate B Qty ConvB 01 RecvB Ot Total B Qt cl I eae cw renee PY Mao ab nc E z al B Vi S c Ss R S SecurtyN Serien InstTypelExplate B Oty Cony 8 9 ecu B Ot Total 6 Qt Ava Buy Total 6 Ve 3 Oty one Y Becy S Of L Figure 15 Portfolio Window By enabling the Portfolio menu Portfolio window displaying the Cash Position Stock In Hand and Intraday Position details will be shown Cash Position Includes details like Cash debit Cash Credit Margin Debit and Margin Credit Stock In Hand include details like ISIN Venue Security Name Series Instrument Type Expiry Date Strike Price Option DP Quantity Unsettled Intraday Buy Intraday Sell Quantity Pending Sold Quantity Net Quantity Avg Rate Market Value Market Rate and Gain Loss The same can be configured using the ma icon available in Stock In Hand option Intraday Position include details like ISIN Venue Scrip Code Security Name Series Instrument Type Expiry Date Strike Price Price Condition Strike Price Option Type Buy Quantity Average Buy Sell Quantity Average Sell Average Rate Booked P amp L Net Posit
12. age box will appear with a message Do you want to delete the Scrip Click on Yes button and the symbol name will get deleted 7 4 DELETE WATCH This option enables the user to delete the entire Market watch User have to select the x button near to the Market watch name A message box will appear with a message Do you want to delete this watch as shown below click OK if you want to delete the watch otherwise click cancel Figure 30 Warning 7 5 HOW TO CONFIGURE MARKET WATCH There exist option to configure the market watch columns the user can set the columns which he she wants and can also remove the columns which is not required For that user have to select the Config Watch icon available in the Market watch bar A configure watch window will get open the user can here tick the required columns and can uncheck to remove the columns from the market watch v Y WM BBOty M BBPrice M BSPrice ww BSQty W Change WM Change 4 DayHigh CA DayLow Y Open Price Y Close Price vw Avg Price las LTPrice wy LT Qty lag LTTime by PruCPrice 52W High 32 Low Exp Date Strike Series Ins Type Opt Type Total Volume TTWal Cr Code avgWol DPR Floor DPR Ceil Corp Spread Asset Val TSOQty Open Interest Pivot Open Int High Open Int Low Figure 31 Configure Watch Powered by FLIP 18 DIDBFS 8 GLOSSARY The following are the abbreviations used in the Investnet application Powered by FLIP Abbrevi
13. ations Exg Inst Type Exp Date Opt Type Corp BBQty BB Price BSQty BS Price Lt Price TT Qty Lt Time Avg Price TBQty TSQty FII 52WH 52WL DFI D High D Low DPR Ceil DPR Floor Close Price Prv C TT Val Open Price BC Start Date ND Start Date Rec Date Disc Quantity Call Put Exec Avg Rate MKT Val MKT Rate MTM Pend B Qty Pend S Qty DP Qty MBP Desc Change Expansions Exchange Instrument Type Expiry Date Option Type Corporate Action Best Buy Quantity Best Buy Price Best Sell Quantity Best Sell Price Last Traded Price Total Traded Quantity Last Traded Time Average Price Total Buy Qty Total Sell Qty Foreign Institutional Investor 52 Week High 52 Week Low Direct Foreign Investment Day High Day Low Daily Price Range Ceiling Price Daily Price Range Floor Price Today s closing price Previous day s closing price Total Traded Value Market opening price Book Closure Start Date Non Disclosure Start Date Recorded Date Disclosed Quantity Option Types Executed Average Rate Market Value Market Rate Market to Market Pending Buy Quantity Pending Sell Quantity Depository Quantity Market By Price Description percentage of change in market price Investnet User Manual 19
14. ght corner of the window and the user can navigate to the next page by clicking the arrow While double clicking a particular order the order log of that corresponding order will get displayed Which include the log details of the particular order The various order status are e EXE Executed i e the trade has got executed PEND Pending i e the order request has been sent from the OMS but feedback has not been obtained e CAN Canceled i e the order has got canceled by the client e CONF Confirmed i e the order request has got confirmed Powered by FLIP Investnet User Manual DDBES Investnet User Manual REJ Rejected i e the order has got rejected which may be due to some parameter fault PEXE Partially Executed i e the trade has got executed partially PEXECAN Partially executed and canceled e SE Send To Exchange i e the order request has been sent to the exchange e SOTR Send To One Touch Receiver CLBV Canceled By Venue i e the order has got canceled by the exchange PECLBV Partially Executed and Canceled By Venue i e the trade has got executed partially and has got canceled by the exchange 3 2 OFFLINE ORDER STATUS User can identify the current status of the offline order been placed in the market by enabling Offline Order Status menu User can enable the offline order status menu by following the below given steps 1 Select Reports gt gt Offline Order Status An
15. he screen Here the reason for order rejection also will get displayed In case of order getting rejected due to not enough buying power the buying power required also will be displayed in the message box 3 4 TRADE SUMMARY User can enable the trade summary window select Reports gt gt Trade summary or click the icon iil available in the toolbar A Trade Summary window will get displayed in which the particular scrips trade details will be listed By enabling the trade summary menu trade summary window displaying the details like Client Code Exchange Buy Sell Status Segment Symbol Series Instrument Type Expiry Date Strike Price Price Condition Strike Price Price Condition Price Order Quantity Executed Quantity Trigger Price Disclosed Quantity Executed Average Rate Pending Quantity Product Call Put Style Order ID Order Reply Time Ordering User ID Leg No Channel Currency and Transaction number will get displayed In which Expiry Date Strike Price Call Put and Style are applicable for NSEFO The details such as Total Buy Value Total Sell Value Net Value Total Trade Value Total Trade Quantity and Average Rate will get displayed on the Bottom right corner of Order status window At a time twenty Executed order details alone will get displayed In case of more number of details it will get displayed in the next page In such case an arrow key will get displayed on the bottom right corner of the window and the user
16. ion Market Value Market Rate Market to Market Pending Sold Quantity Open Average Buy Value and Sell Value will get displayed The same can be configured using the ag icon available in Intraday Position option g The details shown in a Portfolio window can be exported to an excel file using the WINS available Powered by FLIP 10 DY DBS Investnet User Manual 3 6 USER PROFILE User profile enables the user to view details about the user By selecting User Profile from the view menu it will get enabled 1 Select the option User profile from the view menu 2 User Profile window will get displayed in the screen Name Address Email Phone Location Br Manager Br Address Phone Branch Venue Subsription Venue A c Ho Company BSE rises DBFS NSE DBFS Bank Account Details Bank Aic Ho Aic Type DP Account Details DpCode Dpld DpHame Dp A C Ho Activ Figure 16 User Profile Powered by FLIP DBS Investnet User Manual 3 7 SECURITY INFORMATION The security related information published from the exchange will be displayed in this option Exchange Symbol Series Justin acc 60 0 05000 100 00000 12 50000 1 00 100 00 100 00 Figure 17 Security Information 4 TRANSACTIONS MENU As the name implies Transactions menu is comprised of transactions related options like Buy Sell and Fund Transfer as shown below Buy Sell Fund Transfer Figure 18 Transactions
17. oolbar will be shown in Market Watch bar User should select the appropriate exchange Enter the first few charecters of the scrip Click on the E icon available there Select the required scrip from the dropdown list Then click on the Add button After making the relevant changes in the Market watch the user should click on the save icon available in the marketwatch so that the changes can be saved for e logins mac lc ada ala Figure 28 Add Scrip Multiple Scrip Addition For adding multiple scrips details at a single entry Je 2 3 4 Powered by FLIP Click on top right corner Advance Search icon to enable multiple scrip addition A Search and Add Symbol window will get open Select the exchange enter the scrip name and press the IM icon Select the scrips you want to add by dragging the mouse or using the up down arrow key Click on Save button in the down grid and added scrips get displayed in workspace Exchange SearchBy Symbol NSE vj Symbol y Search Result Bu Se Ad Exchan Series Symbol Symbol Description Add to Watch List Exchange Symbol Symbol Description Remove Figure 29 Search and Add Symbol 17 DY DBS Investnet User Manual 7 3 DELETE SYMBOL The option enables the user to delete a particular symbol name from the workspace User have to select the E a name from the workspace and click on right mouse button Select the option from the workspace A mess
18. rised of options like Change Password Login history and Logout File Reports Transact Login History Logout Figure 6 File Menu 2 1 CHANGE PASSWORD User could change and reset the password by enabling the option Change Password in file menu 1 Go to File Menu and select the option Change Password 2 Enter data in the fields Old Password New Password and Confirm Password 3 Enter Apply button to save the new password and Cancel button for not saving the change Change Password User Code ABCD1234 Current Password TTT New Password T Confirm Password jescccesese Apply cancel Password Policy Password must be alphanumeric with Minimum 6 and Maximum 14 characters Atleast one capital letter Atleast one small letter Figure 7 Change Password Powered by FLIP 5 IDAS 2 2 LOGIN HISTORY Investnet User Manual This option is used to view the past login history of the same client which also includes the IP address of the system using which the past logins took place UserCode aa ABCD 1234 ABCD1234 ABCD1234 ABCD 1234 ABCD 1234 ABCD 1234 Peano ann e Action Remarks Channel LI a A Sn A 7 Change Pas Login Login Login Success Success Success Success 14 06 2011 17 56 49 14 06 2011 17 46 04 14 06 2011 17 45 50 14 06 2011 17 45 20 ERROR Exceeded m 14 06 2011 17 44 53 ERROR Invalid Pass 14 06 2011 17 44 47 eerie ry t 85 8 Te AAR NAA AT 2
19. the Market Information for the securities from the work spaces Market Information for the equity market and derivatives market can be viewed from workspace User can follow the below mentioned steps to create a new Work space 1 Click on the New Tab or click on the MM icon available in MarketWatch Bar 2 Select the preference type for normal Cash Market the user should select CM for derivative markets the user should select FAO for MF online the user should select MF for getting the details about Top Gainers Losers most active scrips the user should select TopRanking 3 The user should then enter a WatchName and then click the Create button MarketWatch gt Add ALL 9 AE 20 ese scoremp series B 0 HSE S amp PCHXHIFTY IE cM I FAO Q MF Q TopRanking Enter Name 100 INDEX HSE lie MBP BSE SCOPEIND Series B FI indices index Het Chg Ho Buy Bid Size Bid Price Ask Price Ask sie No Sel Dese Value Desc alit Value Desc lan Value Figure 27 New Watch 7 2 ADDING SCRIPS Security selection could be in two ways e Single Scrip Addition e Multiple Scrip Addition Powered by FLIP 16 DJDBFS Investnet User Manual Single Scrip Addition For adding a single scrip details in a single entry 1 N OO A WO UN Click on top right corner ml icon or right click in Market watch and the Select Add Symbol option A new Add Instruments t

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