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User Manual_GTL_FLIP ME2

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1. 3101 50 3100155 104 70 Steps To Be Followed isa a 1 Select the required scrip from the market watch 5 515800 310495 ELE 702060 2 Enable the option MBP from the bottom right corner of the Market Watch window Day HAL 3120065 2088500 Open 3111455 3 The market By Price details such as Bid Quantity Bid Price Ask Price and Ask Quantity of the selected scrip will be displayed Pray ieg ooo Henu 4 User can move back to the watch by pressing Left Right arrow User could place fast order from the MBP by enabling fast order option in bottom right corner of the screen Confidential www geojittechnologies com Page 11 of 13 Geojit Technologies P Ltd FLIP ME 2 15 Payout Payout option facilitates the client to mark a request for transferring the amount to the registered bank Pay aut INFORMATION AMOUNT e User need to enter the required amount in the Amount field and enable transfer button REQUEST HAS BEEN e The amount will get transferred to the registered bank account User can activate the standing instruction from menu options 20215646552654 REFRESH Standing Instruction Standing instruction is the service where by which the credit balance of the client is automatically transferred to the registered bank This can be enabled disabled by selecting the option payout gt gt menu gt gt Activate Stand Ins Pay out INFORMATION INFORMATION AMOUNT NENION HAS BEEN AC
2. ME 2 13 Snap Quote Client can view the Snap Quote of a scrip by selecting Snap Quote from the menu The details such as Best Buy Price Best Buy Quantity Best Sell Price and Best Sell Quantity will be displayed through the Snap Quote option Steps To Be Followed 1 From the menu listed select the option get quote A screen will get displayed as follows 2 Specify the scrip or first few letters of the scrip and select the option Get quote Minimum 2 characters must be NSE specified for enabling search option snap Quote GH Acc BSE 776 70 16 85 2 22 3 The details such as Best Buy Price Best Buy quantity Best Sell Price and Miss Best sell quantity of the particular scrip selected specified will get displayed in the snap quote screen BEST BID Q ue BEST BID P BEST ASK Q l BEST ASK P 4 By selecting Menu button Refresh amp Back Option will get displayed 5 Refresh option enables the user to refresh the details the selected scrips details SELECT MENU Lor SEARCH Back option enables the user to go back to the market watch Search option enables the user to search the snap Quote of new scrip 2 14 Market by Price Market By Price Client can view the market by price MBP of particular scrip by selecting the J su MBP option from market watch after selecting the desired scrip The market by price feature displays the best bids and offers of available instruments in ip ASKP real time
3. Order Details 2 1 Order Details The details of each of these orders can be viewed using the Order Details option Based on the change in order status the details will be displayed as a group details of order from the order status pending to Executed in case of the order got executed will get displayed in the same window ORDER TYPE MEW ORDER arr 10 PRICE CONDITION LHT PRICE 100 Steps To Be Followed ORDER TYPE 1 Place the selection on an order and choose the order details from NEW ORDER CONFIRM menu option 2 The order details will get displayed as shown below CLOSOE Confidential www geojittechnologies com Page 8 of 13 Geojit Technologies P Ltd FLIP ME 2 8 Offline order status The details of the offline orders been placed by the client can be viewed as a report through this option Offline Order Status Steps To Be Followed 1 Select the option Offline order status from Trade in menu options El TATAINVEST 584 58 Guy Exe 23 36 00 2 Offline order status will get displayed 3 User has the provision to modify or cancel the order by selecting the option from menu in order status window User can also enable key board shortcut keys 1 amp 2 correspondingly Note o l o l 7 ACCENTECH The orders been placed by the client within the preset time limit will be MA considered as Offline orders Those orders placed as Offline orders will be ad send to the exchange while market tim
4. in it GPRS technology allows the y user to access any web page or application from the mobile flipa Procedure Select the browser and type the link address m gbnpp in By selecting the download button the application will get downloaded and installed When the installation process is over the FLIP ME icon will get displayed which indicates the presence of the application in the mobile By pressing the esir TECIM LCOrS icon application will start 2 2 Login Process By specifying the Correct User Name and Password in the corresponding fields the user can gain access to the application features The communication from mobile device to the Y GEOJT server application is through a secured SSL channel BNP PARIBAS Steps To Be Followed 1 Navigate in to the relevant fields and enter the user name and Pe E flipa amp password Za By checking Remember me option user can login to the application iio automatically while trying to login next time For enabling the option Remember Me select Change Option Pasiord Select the option login from the menu for logging in to the application PEER EES 4 To move the control from one text box to another use Up and Down arrow keys LGA LOGIN HENO 2 3 Market watch While logging in to the application the user will be directed to the Market watch screen A market watch allows the user to view the real time streaming data from the exchange Confide
5. Geojit Technologies P Ltd FLIP ME USER MANUAL FOR FINANCIAL INTVESTMENT PLATFORM MOBILE EDITION FLIP ME www geojittechnologies com Page 1 of 13 Geojit Technologies P Ltd FLIP ME Contents 1 FLIP VIOBILE EDITION ME OVERVIEW Sada 3 2 FUF ME SOLUTION E AAA AAA ARA 3 2 1 INSTALA MON PROCEDURE e e e a hl hls 4 2 2 COIN PROCESS oc 4 2 3 PTE NT A O A 4 2 3 1 Eo A Aa a nn A a het ke Nes oS A od 5 A REMOVES E e A a AE A A A A 5 2 4 INDE anaa E T ET 6 2 5 FA FORDER e T a E G 6 Zo ORDER BOOK A A ES A EE 7 2 6 1 DUO ER si E A 7 2 6 2 SONDA A dable Z o Oar COT naO en a E E de toda ES 7 2 6 4 EXCRAnge COn TIMO ION dr dao 8 2 ORDER STATUS da dc 8 Z bol Oder PEI S aE a Jatiudesteamulerdarsaasucets 8 ao RUMI ORDER TATI o a e is eer E a dd la dile dae eet cael nh Lt 9 2 A RI Re eee A rere ee 9 2 10 IE AA NE E T E E EA 9 2 11 BOVINO POWER rot O E NY A DOSE 10 Cod BUMO POWER DES E A a A E A E IA 10 2 12 A re eee ere 10 ZENON O de DEA apices slater ale O O IE Tu O ea ead ead a oanioee 10 2 13 A A a AA E ORE ae 11 2 14 Mi A A A 11 2 15 PAYOUT a E E E A N 12 2 16 TRADING DEA aeaa a titi ltda lid A stcdecoatds 12 2 17 E A a 13 2 18 CHANGE IP AGS WV ORD ot o dido teatiacabdake 13 2 19 ABOUT aer RE OAE EAT e O eN o O e dd 13 Confidential www geojittechnologies com Page 2 of 13 Geojit Technologies P Ltd FLIP ME 1 FLIP MOBILE EDITION ME OVERVIEW FLIP ME is a mobile application featuring portable services It provides real ti
6. IRM Confidential www geojittechnologies com Page 7 of 13 Geojit Technologies P Ltd FLIP ME Confirm New Order 2 6 4 Exchange Confirmation After checking the order details click on confirm button and the order will be send to the exchange and upon successful submission of the order the a i YOUR REQUEST HAS BEEN following window will get displayed SENT TO EXCHANGE 2 7Order Status iss CONFIRM The user can view the current status of the order placed using the order status window User have the provision to modify or cancel the orders in Confirm Status by enabling modify and cancel option from the menu User may also use the shortcut key button 3 for getting order status Steps To Be Followed Order Status All 1 From the menu select the option Order Status R TATAINVEST 2 The status of the orders been placed by the client will get Buy Exo displayed 3 Click on menu button Option such as modify order Cancel Order E Placing Fast Order MBP and Order Details will get displayed H aia 4 User has the provision to modify or cancel the order by selecting the option from menu in order status window User can also enable key board shortcut keys 1 amp 2 correspondingly ACCENTECH 5 Select Fast Order option or enable key board short cut button 6 aia to place fast order 6 Select option MBP or enable key board short cut button 3 to view Market By Price is REFRESH
7. TIVATED REFRESH 2 16 Trading Ideas pd t Trading Ideas will be provided by the research team While they provide a trading idea it will get displayed as a pop up message in the market watch window The same will get removed automatically in another 2 3 seconds User can instantly hide the same from market watch window by enabling the hide option For later references User can view the trading information given by the broker by selecting the option Trading Ideas from the menu MENU 1035 REFRESH Confidential www geojittechnologies com Page 12 of 13 Geojit Technologies P Ltd 2 17 Settings For customizing the application behavior go to Menu gt gt Settings e Trading Idea Alert The user can disable the trading idea popup by unchecking the Trading idea alert The default setting will popup the message e Landscape Orientation To Enable Landscape view of the application check the Landscape Orientation Shortcut key for enabling the same is 0 ZERO e Movement Direction The User can enable disable the market up and down indicator in the market watch by checking Unchecking the Movement directions Change Password Old Password 2 18 Change Password New Password Confirm Password control will go to a web page as follows CHANGE 2 19 About The option enables the user to get to know the details like Current version Company Information and Bytes send Confidential www
8. ding Buying Power Product Steps To Be Followed Cash Sa 1 From the menu listed select the option Buying Power intraday 39565 110 2 Buying power of the particular client will be displayed Mutua fund BOS 65 170 3 Refresh option enables the user to refresh the Buying Power details Cash ETST 89565 110 ltems initial FO Mormal 09565 110 CASHPANDL 5 0 aa MAP LEDGER 143265 4 490 BTSTPANDL 2 11 1 Buying Power Details By enabling Details option from menu or by pressing a selected row in adidas ics Buying Power window the details will get displayed as follows E 2 12 Portfolio Portfolio symbol MetOty Avg Rate The portfolio details of the client also can be viewed using the below window OI APOLLOTYRE 14254 63 The option to navigate to the portfolio window is available in the main menu CJ corALHUE 800011 53 CI FCH 30229313 CJ FIMANTECH E1375 77 E GEOJITENP 0775340 37 IBSEC 2000239 89 CI JPASSOCIAT 40836 67 MENU bors EXPAND 2 12 1 Portfolio Details The Details of the each scrip held by the client also can be viewed from the portfolio window Option to see the details are available in the menu of the portfolio Confidential www geojittechnologies com Portf lio Details EURINR VENUE HSECD SERIES MA PRODUCT CASH INST TYPE EXPOATE FOUTCOR29MH4R2070 STRIKE PRICE INTRA BUT DP OTY UNSETTLED OTT Page 10 of 13 Geojit Technologies P Ltd FLIP
9. e starts 9Trade Book ORDER Ports REFRESH A summary of all executed orders placed by the client can be viewed through the option trade book Show details option in trade book window provides the user with the details of those executed trades Trade Book 1Z0OP12 Steps To Be Followed E ACCP 1975 00 L From the menu select the option Trade Book BE uean 2 The summary of the trades that have been executed will get displayed J Show details option enables the user to view the details of the executed trades M ACC PL 1975 00 CASH 4 By selecting Menu button Refresh amp Back Option will get displayed ae Refresh option enables the user to refresh the details in the trade book ACC PL 1 978 00 Back option enables the user to go back to the market watch FUSTE 20 1223 GOO ODO ORDER iss REFRESH B ACE 2 10 Intraday Chart Graphical representation of the movement of scrip i e over a specific period of time the stock price on that particular day can be analyzed by enabling chart option The chart will get updated in real time Short cut key for enabling the same is 5 Refresh Confidential www geojittechnologies com Page 9 of 13 Geojit Technologies P Ltd FLIP ME 2 11 Buying Power Customers can view their Product wise buying power by selecting view buying power option from the menu Buying Power option enables the user to view the amount available to the user for tra
10. eps To Be Followed Ca SEL 1 From the menu select the option Fast Order to place order The OUANTITY following screen will get displayed 2 Specify the Order Type Quantity and Price 3 In case of user selecting the order type as Buy the best sell price in LIMIT PRICE BEST 305 25 market for that scrip will get displayed near to Limit Price Best field Whereas by selecting the order type as Sell the best Buy price faites in market for that scrip will get displayed near to Limit Price Best field ORDER Settings To configure Fast Order ce eer Youn eae 1 Click on menu from Fast Order window and Select the option Mido Configure Fast Order OcaAsH MINTRADAY 0 ATST 2 Select the product price Condition and check uncheck the option Always show product selection SELECT YOUR FAST ORDER PRICE CONDITION 3 Click on save button to save the fast order configuration Oumit MARKET STOP LOSS M ALWAYS SHOW PRODUCT SELECTION SAVE 1039 BACK Confidential www geojittechnologies com Page 6 of 13 Geojit Technologies P Ltd FLIP ME 2 60rder Book The option enables the user to place an order The orders can be placed modified or cancelled as desired Option for setting the price condition and time condition are also available The user can change the scrip from the order book also using the search option Buy Order 2 6 1 Buy Order The option enables the user to p
11. geojittechnologies com FLIP ME SETTINGS TRADING IDEA ALERT H LANDSCAPE ORIENTATION MOVEMENT DIRECTIONS Over a time period user need to change the existing password for ensuring security While enabling change password option from menu the flipa VERSION 2 22 POWEHEL BY GEGHT TEOANOLOGES PJ iD MARKET DATA FEED PROVIDED BY DEOMI ENF PARIBAS FINANCIAL SERVICES LIMITED BACK Page 13 of 13
12. h exceeding the predefined limit the following msg will get displayed 2 3 2 Remove Scrips The option enables the user to remove particular scrip from the market watch Steps To be followed 1 Selecting the row from where the scrip name has to be deleted 2 Click on Remove Symbol from the menu and the scrip name will get deleted Confidential www geojittechnologies com Page 5 of 13 Geojit Technologies P Ltd FLIP ME 2 4Index Market Watch Market Index shows the relative measure of the performance of all or a canibal OF number of stocks that are traded on a stock exchange User may view the Index by enabling the option Show Index option User has the facility to ACC 575 241 hide the index through the Hide Index option Short cut key for enabling the same is 4 O D 58 50 059 Steps To Be Followed 1 From the menu select the option Show Index to display the index at the bottom of the screen 2 10 2 From the menu select the option Hide Index to hide the index at SE 141229 1110457 the bottom of the screen MBP 2 5Fast Order The option enables the user to palace quick order entry The orders can be placed modified or cancelled as desired User need to specify order Type Quantity and Price The user has also got the provision to configure the fast order Key board short cut key for Gy AcCENTECH enabling this option is 6 Fast order cash limit ORDER TYPE St
13. lace Buy orders in the market User may irida irte also use the shortcut key button 1 for placing buy orders Suk Steps To Be Followed joc 1 From the menu select the option Buy to place buy order The PRICE CONDITION following screen will get displayed O LIMIT MARKET STOP Loss Za Specify the details such as Time condition Price Condition Quantity and price in the corresponding fields where Quantity and Price are aid mandatory fields IA Sell Order MENU E GEOJTANPP 2 6 2 Sell Order TIME CONDITION The option enables the user to place sell orders in the market User may OvaY icc also use the shortcut key button 2 for placing Sell orders Steps To Be Followed PRICE CONDITION O LIMIT MARKET STOP Loss 1 From the menu select the option sell to place sell order The following screen will get displayed QUANTITY l l 7 l 7 l es Specify the details such as Time condition Price Condition Quantity and price in the corresponding fields where Quantity and Price are mandatory fields MENU Confirm New Order TYPE PRODUCTS 2 6 3 Order Confirmation VENUE Once the details are filled enable the order button and the confirmation SYMBOL GEONTENPP window gets displayed SERIES EQ TIME CONDITION DAY In case of user required to make any modifications in the order to be placed enable back button and make necessary modifications ary PRICE CONDITION PRICE BACK 10 CONF
14. me market information such as Market By Price snap quotes Index and Much more features such as Buying Power Trading Ideas Real Time Intraday Chart Order Management and Payout Facility The customer can access various services through GPRS enabled mobile phone The application provides highly flexible solution to users while maintaining maximum security to information 2 FLIP ME SOLUTION This section gives the details of the FLIP ME solution For real time market information the gateway interfaces with Market Data System and for the order routing it interfaces with Order Management System The following diagram gives the architecture of the FLIP ME solution MDS Filp ME The following are the features of the mobile edition Real Time Market watch Search Add Remove scrips Index Display Real Time Intraday Chart Product wise Buying Power Product wise Buying power details Order Book Fast Order Order Status Offline Order Status Trade Book Confidential www geojittechnologies com Page 3 of 13 Geojit Technologies P Ltd FLIP ME Portfolio Information Payout facility Activate Deactivate Standing Instruction Snap quote Market by Price Trading Ideas Touch Screen Enabled The following sections describe in detail the features of FLIP ME 2 1Installation Procedure The following section illustrates the installation procedure of the FLIP ME application Requirements The mobile phone should have GPRS Facility
15. ntial www geojittechnologies com Page 4 of 13 Geojit Technologies P Ltd FLIP ME A watch allows you to add instruments and shows real time information gas namely Last Traded Price and change of the added instrument row Market Watch wise The user can add up to 10 scrips in the watch Symbol The menu button from market watch provides the user with various features such as O acc Add and Remove symbols C OF o Order Placing View order status amp Trade Summary o View Intraday Chart 111 200 View Buying Power amp Portfolio Details l cS 1 06835 Snap Quote Trading Ideas 2 3 1 Add Symbol Instruments may be added to the watch as desired using the Add Symbol feature The user has to select the venue and have to add symbol appropriately ADD SEARCH SYMBOL Steps to Be Followed Symbol name or 1 From the menu select the option Add Symbol frstftewcharacters 2 Select the venue and specify the symbol name or at least the first Bcc two letters of the scrip name in the search window Contract date 3 Click the add button The scrip name will get added or the symbol lt date gt list will get displayed If the user has specified the first two letters of the scrip name then a list of scrip starting with specified letters will get displayed Select the required scrip name The selected scrip name will get displayed in the market watch 4 In case of user trying to add a scrip to the market watc

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