Mobile Trading User Guide. For Java Phone

Transcription

1 Mobile Trading User Guide For Java Phone 2009

2 Table of Contents Introduction What is HLeBroking Mobile Trading?...1 About this Guide...1 Getting Started System Requirements...2 Installing the Program...2 To install the program...3 Connecting...4 To start the program...4 To log on...4 To log off/quit the program...4 The Main Menu...5 Colour Code...6 Market Summary, Indices, Top 10 Lists Market Summary...7 To view Market Summary...7 Market Summary: The Interface...8 Indices...9 To view Index...9 Indices: The Interface...10 Top 10 Lists: Most Active Counters, Top Gainers, Top Losers...11 To view a top ten list...11 Top Ten List: The Interface...12 Single Stock Quote and Favourites Single Stock Quote...14 To view a stock s quote...15 Single Stock Quote: The Interface...16 Favourites...19 To view a Favourites folder...19 To switch between views of a Favourites folder...19 Favourites: The Interface...20 To add a stock to a Favourites folder...22 To manage a Favourites folder...23 Placing and Tracking Orders Placing Orders...25 To place a buy order...25 To place a sell order...26 Tracking Orders...27 To view order status...27 Order Status: The Interface...28 To view order details...29 To reduce or cancel an order...29 Contact Our Helpdesk

3 Introduction What is HLeBroking Mobile Trading? HLeBroking Mobile Trading is essentially a wireless application that provides realtime Malaysian stock market information and allows clients to buy and sell shares anytime, anywhere. HLeBroking Mobile Trading is compatible with most mobile devices and works on both Java and Windows Mobile operating systems. HLeBroking Mobile Trading comes with these features: Market Summary get a quick, broad glance at the market Most Active Counters, Top Gainers, Top Losers check out the stocks with the busiest dealing, the greatest gain, and the heaviest loss for the day Market Indices gauge market condition quickly using index figures and charts Lookup and Search look up a particular stock using its exact stock code or name, or simply search for it using approximate keywords My Favourites bookmark frequently-viewed stocks Single Stock Quote examine a stock in detail Trading place buy and sell orders, and track order status Password use password to secure transaction and protect personal data About this Guide This user guide accompanies all brands and models of JavaPhones that are compatible with HLeBroking Mobile Trading. Because JavaPhone operation can vary from one model to another, procedures in this guide reflect the menu structure of the program itself rather than the individual way it is rendered on a particular device. The phrase main menu describes the menu in the program that lists main features such as Market Summary, Indices, and so on (see page 5). The phrase menu of actions refers to the menu that provides actions on the current window or a selected item. For example, on the Market Summary window, you can open a menu of actions that lists the boards whose market summary you can view. Similarly, when you select a stock from the Most Active Counters list, you can open a menu of actions that lists actions such as Place Order, Add to Favourites, and Quote. General instructions such as open a menu of actions signal that this menu is available how to actually open it depends on your device. The page of some features for example the Quote page of Single Stock Quote (see page 16) extends beyond the physical JavaPhone screen. In this guide, these pages are shown in their entirety by stitching several screenshots together. 1

4 Getting Started System Requirements 1. Operating System Java MIDP2 Compatible (example Symbian OS, Blackberry OS, others) 2. Browser Browser that support WAP2.0 or HTML 3. Internet Connection GPRS / 3G account must be activated Installing the Program ram Getting HLeBroking Mobile Trading on your JavaPhone is easy. With your HLeBroking user ID and password, log on to your account at the HLeBroking Mobile Trading portal, request the activation code, download the installation file, and then complete the installation. When HLeBroking Mobile Trading has been installed, enter the activation code the first time you run the program. 2

5 To install the program Step 1. LOG ON at the HLeBroking Mobile Trading Portal 2. REQUEST activation code 3. DOWNLOAD the application file to your JavaPhone. 4. ACTIVATE HLeBroking Mobile Trading on your JavaPhone Do this a. On your JavaPhone, go to the HLeBroking Mobile Trading Portal at b. Enter your HLeBroking user ID and password. c. Select Login. The home page appears. a. On the home page, select Request Act. Code. b. Under Confirm Request Activation Code, select Yes. c. Under Please enter your Mobile Phone No., enter your mobile phone number. Select Request. d. A confirmation message appears. Select Home. The activation code will be sent via SMS to your mobile phone number. a. On the home page, select Download. Please select the proper compatible platform to download. It is advisable to check your mobile phone compatibility with the phone dealer before you choose the platform. b. When asked whether to download the file, select Yes. The application will self-installed. a. Run HLeBroking Mobile Trading for the first time. Run HLeBroking Mobile Trading like you do any other program. On some JavaPhones, you can do that from the phone menu; on others, you might have to locate the folder where the program is installed. b. On the Activation window that appears, enter your user ID and the activation code. If the activation is successful, a confirmation message appears. You must enter the activation code within five (5) days after you receive it. c. Once activation is successful, you are logged on. You should see the Market Summary window. 3

6 Connecting To start the program You start HLeBroking Mobile Trading like you do any other program on your JavaPhone. On the phone menu, select the HLeBroking Mobile Trading icon. To log on 1. Start HLeBroking Mobile Trading. 2. On the Logon window that appears, enter your user ID* and password*. If you want the program to remember your logon information, you can turn Auto Logon on: select the Auto Logon check box. Do NOT select the check box if you are using a shared JavaPhone. 3. Select Login. Note You are allowed only three (3) consecutive unsuccessful logon attempts before further ones are denied. Contact HLeBroking Helpdesk to resolve this problem. If you turned Auto Logon on when you logged on, you can turn it off: on the main menu, select Disable Auto Logon. The next time you want to log on, you ll have to enter your user ID and password. *This is identical to the one that you use for access to the HLeBroking website at if you have not registered at our trading portal, please do so prior to registering for HLeBroking Mobile Trading. To log off/quit the program On the main menu, select Exit. 4

7 The Main Menu The main menu lists the functions and features available in HLeBroking Mobile Trading. You will access this menu often. Select To See more Favourites Most Active Counters Open the five Favourites folders. Stocks you want to keep track of can be bookmarked in a folder. on page 19 View the list of top ten stocks in volume of transactions. on page 11 Top Gainers View the list of top ten stocks in price increase. on page 11 Top Losers View the list of top ten stocks in price decrease. on page 11 Single Stock Quote Market Summary Indices Order Status Disable Auto Logon View the details of an individual stock. This feature shows key quote figures, company info, and intraday price chart. View a summary of the whole market, or of a particular board. This feature shows a breakdown of the total number of stocks into how their prices change. View market indices, both standard (Composite, EMAS, etc) and sectorial (Mining, Plantation, etc). This feature shows key index figures and intraday index chart. Track your order: view the details, reduce the order, or cancel the order altogether. Turn Auto Logon off, if you turned it on when you logged on. on page 14 on page 7 on page 9 on page 27 on page 4 Exit Quit the program. on page 4 5

8 Colour Code Green, red, and white indicate positive, negative, and zero change in share price and index. Untraded stocks are labeled blue; suspended stocks gray. Which board a stock is listed on is indicated by the colour of its stock name and code: Main board, cyan; Second board, yellow; Mesdaq board, magenta. Colour Grrreen Reedd Whi iit tte Bl llue Grrayy Cyyan Yel lll llow Magent tta Description Increase in value Decrease in value No change in value Untraded stock Suspended stock Main board stock Second board stock Mesdaq board stock 6

9 Market Summary, Indices, Top 10 Lists Market Summary Market Summary lets you see a broad, summary overview of market performance at that time of the day. You can select to have an overview that covers the whole market, or one that narrows down on a particular board. In either case, you will see the breakdown of the total number of stocks by how their share prices have changed since today s opening: the number of stocks whose share prices have increased, decreased, and unchanged, and the number of untraded and suspended stocks. To view Market Summary 1. On the main menu, select Market Summary. 2. On the Market Summary window, open a menu that lists the board: All Boards, Main Board, Second Board, and Mesdaq Board. 3. On that menu, select the board whose market summary you want to view. For example, to view the market summary for the Second Board, select Second Board. To view the market summary for the entire market, select All Boards. 7

10 Market Summary: The Interface The Market Summary window for the Main Board is shown below. Colours used here can be interpreted using the colour code on page 6. The interfaces for All Boards, Second Board, and Mesdaq Board are similar. Item Description 1 The number of gainers 2 The number of losers 3 The number of unchanged stocks 4 The number of untraded stocks 5 The number of suspended stocks 6 The total volume of transactions (in number of shares) 7 The total value of transactions (in ringgit) 8 The pie chart for the data in item 1 5. Each sector in the pie shares colour with its corresponding item; e.g. the blue sector represents untraded stocks 9 The board whose market summary is in view 10 Kuala Lumpur Composite Index. The left figure is the last updated value; the right figure is how much the last updated value has changed from the reference value. 8

11 Indices HLeBroking Mobile Trading lets you view any of the two types of indices: standard market indices (such as Composite and Syariah) and sectorial indices (such as Technology and Mining). Index information spans two pages: the first page shows the key figures as numbers; the second charts the intraday movement in a line graph. To view Index 1. On the main menu, select Indices. 2. On the Indices menu, select the index you want to view. Indices of both types are listed on the Indices menu. 3. To view the key figures, go to page 1. Scroll down to see more figures. 4. To view the intraday chart, go to page 2. 9

12 Indices: The Interface The two pages of index information for the Composite index are shown below. Colours used here can be interpreted using the colour code on page 6. The interfaces for the other indices are similar. Item Description 1 The index name 2 The closing value 3 Left to right: the last updated value, the change of the last updated value from the reference value, that change expressed as percentage of the reference value 4 Left to right: the opening value, the change of the opening value from the reference value, that change expressed as percentage of the reference value 5 Left to right: the highest value, the change of the highest value from the reference value, that change expressed as percentage of the reference value 6 Left to right: the lowest value, the change of the lowest value from the reference value, that change expressed as percentage of the reference value 7 The reference value baseline. When the chart exceeds this baseline, it appears in green; when it falls below this baseline, it appears in red. 8 The session break (lunch hour) 10

13 Top 10 Lists: Most Active Counters, Top Gainers, Top Losers HLeBroking Mobile Trading provides you with the lists of the top ten stocks in activity, gain, and loss. In the following table, the three lists are described. List Most Active Counters Top Gainers Top Losers Description The ten stocks with the greatest volume of transactions The ten stocks with the greatest increase in share price The ten stocks with the greatest decrease in share price The information items last done price, price change, volume, best buy price, best sell price, highest price, and lowest price span four pages. To view a top ten list 1. On the main menu, select the top ten list you want to view. For example, if you want to view the Most Active Counters list, select Most Active Counters. The top ten list window appears, showing one of the four pages. Scroll down to see all ten stocks. 2. If the information item you want to view is not displayed, go to the appropriate page: To view Go to page The last updated price and the change from the reference price Pg 1/4 The last updated price and the volume of transactions Pg 2/4 The best buy price and the best sell price Pg 3/4 The highest price and the lowest price Pg 4/4 11

14 Top Ten List: The Interface The four pages of the Most Active Counters list are shown below. Colours used here can be interpreted using the colour code on page 6. The interfaces for the Top Gainers and Top Losers lists are similar. Pg 1/4 Pg 2/4 Pg 3/4 Pg 4/4 12

15 There are three actions you can do to a stock listed on a top ten list: you can bookmark it into a Favourites folder, place an order to sell it or buy it, or view its single stock quote. The following table describes these actions. To Bookmark the stock in one of your Favourites folders View the stock s single stock quote Place an order to buy or sell the stock On the list, select the stock. Once the stock is selected, open a menu of actions. On that menu, select Add to Favourites, and then select the folder where you want to bookmark the stock. Quote. Place Order, and then select one of the buy or sell options. 13

16 Single Stock Quote and Favourites Single Stock Quote The Single Stock Quote feature details three types of information for a particular stock, with each type of information separately displayed on its individual page: key price figures on the Quote page, company and stock info on the Info page, and intraday price chart on the Chart page. 14

17 To view a stock s quote Selecting Single Stock Quote on the main menu is the easiest way to get a stock s quote; on the window that appears you can just search for the stock using the Search or Lookup feature. Other ways exist, as well. To Search for the stock s quote Note Use Search if you don t know the exact stock code or name, or if you know only the board and sector on which a stock is listed. Browse the search results to get the stock whose quote you want to view. Start with the Keyword is more restrictive than Contain the Keyword. Look up the stock s quote Note Use Lookup if you know the exact stock code or name; this takes you directly to the quote. If Lookup can t find the stock based on the code or name entered, it will ask if you want to use Search. View the stock s quote when the stock is listed on a top ten list View the stock s quote when the stock is bookmarked in a Favourites folders Do this 1. On the main menu, select Single Stock Quote. 2. On the Stock Quotation window, open a menu of actions. 3. On that menu, select Search. 4. Do one of the following: To search by part of stock code or name, select Search by Keyword. To search by sector, select Search by Sector. 5. If you selected Search by Keyword: Enter the keyword, select either Start with the Keyword or Contain the Keyword. Select the stock from the results list. 6. If you selected Search by Sector: Select the board and sector, and then select the stock from the results list. 1. On the main menu, select Single Stock Quote. 2. On the Stock Quotation window, open a menu of actions. 3. On that menu, select Lookup. 4. Enter the exact stock code or name. 1. If you are not viewing the list already, on the main menu, select the list. 2. On the list appears, select the stock. 3. Open a menu of action. Select Quote. 1. If you are not viewing the folder already, on the main menu, select Favourites tes. Select the Favourites folder. 2. In the folder, select the stock. 3. Open a menu of actions. Select Quote. 15

18 Single Stock Quote: The Interface The three pages of a stock s quote are shown below. Colours used here can be interpreted using the colour code on page 6. The interface for other stocks is similar. To move from one page to another, open a menu of actions on the current page, and then select the page to go to. To see more information items, scroll down the page. The Quote Page Item Description 1 The stock name 2 The last updated price 3 The volume of transactions 4 The best three buy prices offered and the volume of transactions for each price 5 The best three sell prices offered and the volume of transactions for each price 6 Chg Chg % The change of the last updated price from the reference price The change of the last updated price from the reference price, expressed as percentage of the reference price Close Open Value The value of transactions High Trans The number of transactions Low Buy % The percentage of transactions that are buy bids at the offered sell prices Upr Lmt Prv Avg The previous day s average price Lwr Lmt The closing price The opening price The highest price The lowest price The ceiling price The floor price 16

19 The Info Page Item Description 1 The stock name 2 The last updated price 3 The volume of transactions 4 The company name Status The status: active or suspended Share Issued 5 Indices The indices the stock factors into Shares/Lot Board The board the stock belongs to Par Value Sector The sector the stock belongs to Entitlement The number of shares issued The number of shares per lot The par value The entitlement status: C (cum) or X (ex) or (none) 17

20 The Chart Page Item Description 1 The stock name 2 The intraday price chart 3 The intraday volume chart 4 The last updated price 5 The volume of transactions 6 The reference price baseline 7 The session break (lunch hour) 18

21 Favourites The Favourites feature allows you to bookmark stocks that you have viewed and you want to keep track of so that you can easily access them in the future. You can have a maximum of five (5) Favourites folders and a maximum of ten (10) stocks in each folder. By default, these folders are labeled My Favourites 1, My Favourites 2, My Favourites 3, and so on, but you can rename them if you want to. You can sort the stocks in ascending or descending order and swap the positions of two stocks. You can delete one stock or empty the whole folder. For each Favourites folder, there are two different views: detail view (1 stock) and list view (10 stocks). Detail view details all the information of one stock on a single page; scrolling to the next page gives you all the information of another stock. List view lists all stocks on a page; scrolling to the next page gives you other information items not shown on the one you are looking at. To view a Favourites folder 1. On the main menu, select Favourites tes. 2. Select the Favourites folder you want to open. To switch between views of a Favourites folder 1. Open the folder. On the folder window, open a menu of actions. 2. On that menu, select 1 stock (detail view), or 10 stocks (list view). 3. If you are on the detail view, scroll left (or right) to see other stocks not on the page you are viewing. 4. On that menu, select 1 stock (detail view), or 10 stocks (list view). 19

22 Favourites: The Interface The two views (detail view and list view) of a Favourites folder (in this case, My Favourites 1) are shown below. There are three stocks in this example folder. In the detail view, all information items are listed on a page, but there are three pages because there are altogether three stocks in this folder. In the list view, all stocks are listed on the same page, but the information items last done price, price change, volume, best buy price, best sell price, highest price, and lowest price span four pages. Detail View (1 Stock) 20

23 List View (10 Stocks) 21

24 To add a stock to a Favourites folder There are several ways to add a stock to a Favourites folder: To Bookmark the stock whose single stock quote you are viewing Bookmark the stock when the stock is listed on a top ten list Bookmark a stock to the Favourites folder you are viewing Do this 1. On the Stock Quotation window, open a menu of actions. 2. Select Add to Favourites rites, and then select the folder where you want to bookmark the stock. 1. On the list, select the stock. Open a menu of actions. 2. Select Add to Favourites, and then select the folder where you want to bookmark the stock. 1. On the Favourites folder window, open a menu of actions. 2. Select Add Stock. 22

25 To manage a Favourites folder To Sort the list of stocks in a folder Swap the position of two stocks in a folder Delete a stock in a folder Empty a folder Rename a folder Do this 1. Open the folder. On the folder window, open a menu of actions. 2. On that menu, select Sort-Asc to sort in an ascending order (or Sort-Dsc to sort in a descending error.) 1. Open the folder. On the folder window, select a stock, and then open a menu of actions. 2. On that menu, select Swap Position With, and then select the other stock. 1. Open the folder. On the folder window, select a stock, and then open a menu of actions. 2. On that menu, select Delete. 1. Open the folder. On the folder window, open a menu of actions. 2. On that menu, select Delete All. 1. Open the folder. On the folder window, open a menu of actions. 2. On that menu, select Change Title. 3. Enter the new name. 23

26 Placing and Tracking Orders Trading using HLeBroking Mobile Trading is secure and easy. You need to enter your password whenever you want to place a buy or sell order. You can buy (or sell) shares at the three best buy (or sell) prices, or you can bid at your own price. Once an order is placed, you can track its status. You can view the details of the order, reduce the order, or cancel it altogether. 24

27 Placing Orders To place a buy order 1. Do one of the following ways to buy the shares of a stock: To Buy shares of the stock whose single stock quote you are viewing Buy shares of the stock when the stock is listed on a top ten list Buy shares of a stock in the Favourites folder you are viewing Do this a. On the Stock Quotation window, open a menu of actions. b. On the menu, select Place Order. c. Select Buy at [Price] to buy at one of the listed best buy prices, or select Buy to buy at your own price. a. On the list, select the stock. Open a menu of actions. b. On the menu, select Place Order. c. Select Buy at [Price] to buy at one of the listed best buy prices, or select Buy to buy at your own price. a. On the folder window, open a menu of actions. b. On the menu, select Place Order. c. Select Buy at [Price] to buy at one of the listed best buy prices, or select Buy to buy at your own price. 2. In the Buy window that appears, complete the following boxes: a. Quantity Enter the number of lots you want to buy. b. Price (RM) If you chose Buy, enter the price per share. If you chose one of the Buy at [Price] items, the price will be automatically entered here. c. Account If you have more than one account, select the account number you are trading with. If you have only one trading account, the account number will be automatically selected. 3. Select Next. 4. Enter your password in the Please enter your y password box. If you want the program to remember your password, select the Remember Password check box. 5. Select Submit. 6. When asked to confirm your buy order on the next screen, select Yes to confirm. If your order placing is successful, a confirmation message Succesfully Sent Order to Server appears. 25

28 To place a sell order Repeat steps in To place a buy order, substituting every occurrence of buy with sell. 1. Do one of the following ways to sell the shares of a stock: To Sell shares of the stock whose single stock quote you are viewing Sell shares of the stock when the stock is listed on a top ten list Sell shares of a stock in the Favourites folder you are viewing Do this a. On the Stock Quotation window, open a menu of actions. b. On the menu, select Place Order. c. Select Sell at [Price] to sell at one of the listed best sell prices, or select Sell to sell at your own price. a. On the list, select the stock. Open a menu of actions. b. On the menu, select Place Order. c. Select Sell at [Price] to sell at one of the listed best sell prices, or select Sell to sell at your own price. a. On the folder window, open a menu of actions. b. On the menu, select Place Order. c. Select Sell at [Price] to sell at one of the listed best sell prices, or select Sell to sell at your own price. 2. In the Sell window that appears, complete the following boxes: a. Quantity Enter the number of lots you want to sell. b. Price (RM) If you chose Sell, enter the price per share. If you chose one of the Sell at [Price] items, the price will be automatically entered here. c. Account If you have more than one account, select the account number you are trading with. If you have only one trading account, the account number will be automatically selected. 3. Select Next. 4. Enter your password in the Please enter er your password box. If you want the program to remember your password, select the Remember Password check box. 5. Select Submit. 6. When asked to confirm your sell order on the next screen, select Yes to confirm. If your order placing is successful, a confirmation message Succesfully Sent Order to Server appears. 26

29 Tracking Orders Once an order is placed, you can track its status. After you place an order, the Order Management Server (OMS) sends the order to broker for processing. Then, the broker sends that order to Bursa Malaysia. Once it gets there, it stands in queue for matching. The order is executed once a matching can be found. The Order Status window shows a summary list of your orders and their statuses. On the Order Status window, you can select an order to view its details. You can also reduce or cancel an order, provided it has not been executed. To view order status 1. On the main menu, select Order Status. 2. Select your account. Select Next. The Order Status window appears, showing a list of orders and the corresponding status messages. The diagram below describes the status messages that appear on the Order Status window as the order goes through the system. 27

30 Order Status: The Interface Item Description 1 The time when the order was placed 2 The price of a share 3 The type of transaction: Buy, or Sell 4 The quantity (in number of lots) of shares in the order 5 The stock name 6 The status of the order 28

31 To view order details 1. On the main menu, select Order Status. 2. Select your account. Select Next ext. 3. The Order Status window appears, showing a list of orders. 4. On the window, open a menu of actions, and then select View Details. To reduce or cancel an order 1. On the main menu, select Order Status. 2. Select your account. Select Next. 3. The Order Status window appears, showing a list of orders. 4. On the window, open a menu of actions, and then select Reduce/Cancel. Note You cannot cancel or reduce an order after it has been matched. 29

32 Contact Our Helpdesk Should you need further assistance, please contact us. Helpdesk Tel No : helpdesk@hlib.hongleong.com.my Address : 2nd Floor, Plaza Damansara Utama No. 2, Jalan SS 21/60 Damansara Utama Petaling Jaya, Selangor 30