POEMS Mobile iphone Application User Guide

Transcription

1 POEMS Mobile iphone Application User Guide v 09/2015 Getting Started 1. Connect your iphone to the internet using 3G/4G or WIFI. For details on connection setup, please check with your respective service provider. 2. Go to App Store or itunes. Search for POEMS SG to download the application. 3. Login using your account number and POEMS Password. 1

2 4. You will be brought to the Main Menu. At any time you would like to access the Main Menu, tap the P button at the bottom. 2

3 Search Stocks/ Check Prices 1. At the Main Menu and all other screens, tap on the Stock Details and/or Search icon on the top right hand corner. 2. Select the market to search (default option is Singapore). 3. Enter the Stock name/symbol to search. Tap the name of your preferred stock. 4. You will come to the Stock Details screen of that stock. 5. Select on either Trade or Add to Watchlist to proceed 3

4 Trade 1. At the Main Menu or from the shortcuts at the bottom of the screen, select Trade. 2. Select the market (default option is ALL) 3. Enter the Stock name/symbol of your preferred counter and select accordingly. 4. Trade submission screen will appear: a. Use the existing order submission form to submit the order OR b. Amend the order submission form (ie. Quantity, Price, Payment and Settlement Currency) Option one: Tap on the price and/or quantity boxes and key in the figures Option two: Use the +/- icons to in adjust the price and/or quantity [Note: Quantity has also been pre-set in multiples of the lot size for your convenience.] 5. Select Buy/ Short Sell (SGX) / Sell to proceed. 4

5 6. Trade confirmation screen will appear. 7. Check that the order details are correct and key in the password to confirm. Tap on the Go button to proceed. 8. A pop-up will appear to inform you that the order has been submitted. 9. You will be directed to the Order Status screen Advanced Charting Tap on the mini chart on the Counter Details screen to bring up full-screen advanced charting in landscape and portrait mode Navigating the Charts 1. Pinch to zoom in and out of the chart 2. Select the chart range from the bottom panel. Chart cycles are available in 1D, 7D, 1M, 3M, 6M, YTD, 3Y, 5Y 3. Tap on the Crosshair icon (top right hand corner) to center on a data point in a chart. Crosshairs are thin vertical and horizontal white lines placed above the chart. Tap on the Crosshair icon again to toggle off Crosshair function. 5

6 Chart Settings 1. Access more charting options by tapping on the Settings icon located at the bottom right hand corner of the screen. 2. The chart options allow section for the following: i. Chart type: select from either (i) Line (ii) Candlestick or (iii) Bar chart by tapping on the representing icons ii. Indicators: select (i) Simple Moving Average, (ii) Exponential Moving Average, (iii) Bollinger Bands and (iv) Relative Strength Index by turning the respective switch on. iii. Tap on Done (located at the top left hand corner of the screen) to return back to the chart 6

7 Stock Analytics From the Counter Details screen, tap on Stock Analytics to bring up the fundamental information on the counter. Stock analytics comprises of (i) Basic Stock Information, (ii) Financial Summary, (iii) Business Summary and (iv) Analyst Estimates: 7

8 Order Status 1. Select Order Status from the Main Menu or the shortcuts at the bottom of the screen. 2. You can view Today s Orders or Past Orders (Up to 7 days) by tapping on the respective tab or swiping left or right. 3. You will come to the order summary screen. Tap on the Stock s name (on the left) to retrieve the stock details and/or to trade or add to Watchlist Tap on the Stock s name (on the right) to view the full Order details 4. Amend Order (Only applicable to SGX orders) 8

9 a. Go to Today s Orders. b. Tap on the specific stock s order summary (on the right) to view the full order details c. Details of the selected order will be displayed. Tap on Amend. d. Enter a new quantity lower than the current quantity and tap on Submit and key in password. e. Order will be submitted pending for amendment. Please check Order Status to confirm. 5. Withdraw Order a. Go to Today s Orders. b. Tap on the specific stock s order summary (on the right) to view the full Order details c. Details of the selected order will be displayed. Tap on Withdraw and key in password. d. Tap on the OK button to confirm. e. Order will be submitted pending for amendment. Please check Order Status to confirm. 6. Trade a. Go to Today s Orders or Past Orders. b. You will come to the Order summary page. Tap on the Stock s name (on the left) to retrieve the stock details to trade Tap on the Order summary (on the right) to view the full Order details to trade 9

10 WatchList There are 5 watchlists in total and each watchlist can store up to 50 counters. Your watchlists are synched with POEMS At the Main Menu or from the shortcuts at the bottom of the screen, select Watchlist 2. By default, the watchlist will be blank. Select any watchlist by scrolling to the left or to the right 3. Add Stocks: a. Select a watch list by swiping to the left or to the right b. Tap on the + button on the top left hand corner c. Select the market to search (default option is ALL) d. Type in the stock name/symbol in the search box e. Tap on the name of the stock to add f. A pop-up will appear to inform you that the stock has been added 4. Delete Stocks a. Select a watch list by swiping to the left or to the right b. Tap on the Edit button on the top right hand corner c. Tap on the Delete icon on the left of the stock that you want to remove d. Tap on the Delete icon to confirm e. A pop-up will appear to inform you that the stock has been removed. 5. Rename Watch List a. Select a watch list to rename by swiping to the left or to the right b. Tap on the Edit button on the top right hand corner 10

11 c. Tap on the existing name and type in the new watch list name over the existing name d. Tap on the Done icon to confirm 6. Watch List Sorting a. Select a watch list to rename by swiping to the left or to the right b. Tap on the Edit button on the top right hand corner c. Tap on the Sorting icon on the right of the stock and move up and down on the counter that you want to sort. d. Tap on the Done icon to confirm. 11

12 Top At the Main Menu or from the shortcuts at the bottom of the screen, select Top You can view the Top 30 Volume, Gainers, Losers and Market Indices 3. Select the market (default option is ALL) to proceed 4. To view the stock symbol as its stock name, tap on the header Stock Name on the left and the Stock Symbol will appear 5. Edit Headers Tap on the Header on the right and select the fields (i.e Last Done, Change etc) to customise the view 12

13 Outstanding Position 1. Select O/S Position from the Main Menu 2. A disclaimer pop-up will appear. Tap on Close after reading the disclaimer to view the O/S Position summary screen. 3. You can view all your outstanding contracts / contra payment due dates for Singapore and foreign markets. Tap on the contract / contra name to view the full contract / contra details 13

14 Scrap Book 1. Select Scrap Book from the Main Menu. 2. The disclaimer pop-up will appear. Tap on Agree to proceed. 3. You can view the Unrealized P/L and Realized P/L for the trades through POEMS. 4. Unrealized P/L a. Edit Headers Tap on the Header on the right and select the fields (i.e +/-, +/-%, Mkt Value, Last Done Price, Ave Price, Mode etc) to customise the view A roller will appear for you to select the fields. Tap Done to confirm selection b. Tap on the Stock s name (on the right) to view the full Scrap Book details. 14

15 5. Realized P/L a. You can view the past months Realized P/L by selecting from the drop down roller b. Tap on the Stock s name (on the right) to view the contract details 15

16 News 1. Select News from the Main Menu 2. You can view the market indices and headlines of these categories: Headlines, Equities, Economic News, Analyst Ratings, Dividends News, Hot Stocks and General News 3. Expand and/or Collapse these categories, or scroll up and down to read the headlines 4. Read the full news Tap the category (i.e Headlines, Equities etc) Tap on the headlines to read the full news 5. You will come to the full news page 6. Tap News to return to the categories and headlines Alerts New! Price Alerts is currently available for the SGX market 1. Select Alerts from the Main Menu 2. The Alerts module comprise of Price Alert and Announcement tabs. The Price Alert tab showcases (i) All alerts, (ii) Triggered alerts and (iii) Untriggered alerts Choosing a Counter to Set an Alert 1. To set an alert, tap on the + icon located at the top left hand corner of the screen 2. Select the market to search (default option is SGX) 3. Type in the stock name/symbol in the search box 4. Tap on the name of the stock and you will land on the Set Alert screen 16

17 Set Alert Screen 1. On the Set Alert screen, you may customize your alert settings for your selected counter based on: Low Target: you will be alerted when the Last Done price drops to or below your set price High Target: you will be alerted when the Last Done price rises equal or beyond the set price Change% Down Target: you will be alerted when daily change% drops to or below the set price Change% Up Target: you will be alerted when daily change% rises to or above the set price Volume (K) Target: you will be alerted when the total Volume (K) reaches the set Volume (K). 2. Select either of the afore-mentioned options by tapping on the respective Switch icon 3. Tap on Save to turn on the alert. 4. A pop-up will appear to notify you that the alert has been set successfully. 17

18 Edit, Delete an Alert 1. To edit/delete or selected alert, tap on the alert. A contextual menu will appear with the following options: Trade: Go to the Trade screen of this counter Edit Alert: Returns you back to the Set Alert screen Delete Alert: Delete this alert only Counter Details: View counter information for this stock 2. To delete multiple alerts, tap on Edit located at the top right hand corner of the Alerts screen. Checkboxes will appear as a column on the left hand side of the same screen. 3. Select the alerts to be deleted by checking the boxes next to these alerts. 4. After selection, tap on Delete located at the top left hand corner of the Alerts screen 18

19 Logout 1. Perform a complete log out from landing screen as shown 19