Alliance istock Mobile Trading. User Guide for Apple iphone & Android Devices

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1 Alliance istock Mobile Trading User Guide for Apple iphone & Android Devices

2 Table of Contents Introduction... 3 Getting started... 3 To Install the Program... 4 To Start the Program...4 To Log On... 4 To Access the Menu...6 To Search-Stock Quote Screen...7 Stock Quote... 8 Stock Queue... 8 Stock Info... 8 Stock Chart... 8 Placing Order...9 To Place Buy Order... 9 Payment via TP or CP To Place Sell Order To View Order Status To Reduce or Cancel Order To View Market Info Whole Market, Main and ACE Market To View Indices To View Top 10 Lists: Most Active, Top Gainers, Top Losers To View Account Info To View Portfolio To View Trading Limit Favorites To Create Favorite Folder To Add Stock into Favorite Folder To View Favorite List To Delete Favorite List Logout

3 Introduction What is Alliance istock Mobile Trading? Alliance istock Mobile Trading is a wireless application that provides real-time Malaysian share market information and allows clients to buy and sell shares anytime, anywhere. Alliance istock Mobile Trading is compatible with iphone and work on the ios Operating System. Alliance istock Mobile Trading has the following features: Single Sign In one login entry per session. Market get a quick, broad glance of the market. Indices gauge market conditions quickly using index figures and charts. Top 10 Most Active Counters, Top Gainers, Top Losers: to check out the shares with the heaviest volume, the greatest gain and the heaviest loss of the day. Stocks examine a share in detail. Lookup and Search look up a particular share using the exact share code or name, or simply search for it using approximate keywords. Favourites allows you to bookmark shares that you have viewed and you want to keep track of so that you can easily access them in the future. Portfolio displays the trading portfolio. Order Status view and track the order status and order details. Settings Manage your settings for the viewing ID, etc. About Us Brief introduction on Alliance Bank Getting Started System Requirements 1. Operating System iphone Operating System (ios) Mobile Devices / Mobile smartphone running on Google Android Operating System (OS) version from version 4 and above. 2. Browser Browser that at a minimum, can support WAP2.0 or HTML. 3. Internet Connection GPRS / 3G account must be activated. 3

4 To Install the Program Download and install Alliance istock mobile trading application on your mobile device (now available on iphone, the ipad and the Android TM ). Step 1: Type Alliance istock in the search bar from Apps Store (for Iphone/Ipad) or Google Play/Play Store/Market (for Android). Step 2: Tap to Download the application. Step 3: Click Install button to proceed with the application installation. To Start the Program Android Iphone Alliance istock: Mobile Trading icon Step 1: Tap on the Alliance istock mobile trading icon. Step 2: On the User Login screen, enter your User Name*. Then tap Next. 4

5 Step 3: Security image displayed, confirm the correct image displayed and then enter your Password* Step 4: Tap Login Security image Note: You will only have 3 login attempts. After 3 consecutives unsuccessful login attempt, pleasecontact <Helpdesk>to resolve this problem. *This is identical to the one that you use to access the Alliance Bank website athttp:// If you are not registered at the said portal, please do so prior to registering for Alliance istockmobile Trading. 5

6 To Access the Menu You will see the Market as your default screen in your Alliance istock Mobile Trading as shown below. Step 1: From the Market screen, tap Menu on the top or at the bottom of your screen. Tap Menu Tap Menu Alliance istock: Tap Menu from the Market screen Step 2: The Alliance istock Mobile Trading Menu screen as shown below appears. Alliance istock: Mobile Trading Menu screen 6

7 To Search Stock Quote Screen Step 1: Form the Alliance istock Mobile Trading Menu, tap Stocks from the menu Alliance istock: Mobile Trading Menu screen Step 2: Stock-Search Screen will then appear as below, type in the stock that you would like to view Alliance istock: Stocks-Search screen 7

8 Step 3: Then, tap on one of the shares from the result list. The share s quote screen is as shown below. It consists of 4 different views that are Quote, Queue, Info and Chart. Stock- Quote screen Stock- Queue screen Stock- Info screen Stock- Chart screen 8

9 Placing Order To Place a Buy Order Step 1: From the Stock detail screen, tap on Buy. Alliance istock: Select stock to buy Step 2: A Buy screen will be displayed with Best Buy price queue, closing price, last done price, volume of shares transacted, etc. Tap on the stock s Best Buy Price and Enter the number of lots (x100 shares) Tap on Buying Price Enter Number of lot Allliance istock: Best Buy price and Buy information screen 9

10 Step 3: Tap OK to proceed to Buy the stock. A message prompting for you to fill in the Trading Password box to continue will be prompted. Enter your Trading Password in the Trading Password box. Tap OK to proceed. Step 4: An Order Confirmation screen will be displayed. Allliance istock: Trading Password entry screen Applicable to Cash Trading, Collaterised Trading, T+7 Trading From the Order Confirmation screen, tap Confirm to confirm placing the order. Applicable to Margin+Trading 2-in-1 account [ Client has the options to make payment via Trading Purchase (TP) or Committed Purchase (CP) ] From the Order Confirmation screen, tap on the payment type. Then, Select Payment Type either TP or CP. Tap Confirm to confirm placing the order. Allliance istock: Order Confirmation screen Allliance istock: Select Payment Type CP or TP Allliance istock: Order Confirmation screen 10

11 Step 5: A successful message will be displayed upon the order being successfully sent. Then, tap OK to return to the previous screen. Allliance istock: Successful Order Sent screen 11

12 To Place a Sell Order Step 1: From the Stock detail screen, tap on Sell. Alliance istock: Select stock to sell Step 2: A Sell screen will be displayed with Best Sell price queue, closing price, last done price, volume of shares transacted, etc. Tap on the stock s Best Sell Price and Enter the number of lots (x100 shares) Tap on Selling Price Key in Number of Lot Allliance istock: Best Sell price and Sell information screen 12

13 Step 3: Tap OK to proceed to Sell the stock. A message prompting for you to fill in the Trading Password box to continue will be prompted. Enter your Trading Password in the Trading Password box. Allliance istock: Trading Password entry screen Step 4: Tap OK to proceed. An Order Confirmation screen will be displayed. Tap Confirm to confirm placing the order. Step 5: A successful message will be displayed upon the order being successfully sent. Then, tap OK to return to the previous screen. 13

14 To View Order Status Step 1: From the Allliance istock Mobile Trading Menu, select Order Status. Allliance istock: Menu Screen Step 2: Order Status screen is as shown below. Tap on your Account No. Tab account number Allliance istock: Order Status screen 14

15 Step 3: The Order Summary screen will then appears, showing the list of orders and the corresponding latest status. Latest Status: All Matched Allliance istock: Order Summary with the Latest Status 15

16 To Reduce or Cancel an Order Step 1: Tap on the order that you wish to reduce/cancel its amount or quantity. For example tap on AFG share. Tap on Reduce/Cancel Order to either reduce or cancel an order. Alliance istock: Order Properties screen Step 2: Enter the quantity you intend to reduce in the Reduce (x100) box. Then tap Submit. Alliance istock: Reduce/Cancel Order screen 16

17 Step 3: The Trading Password screen will then display. Enter your Trading Password and tap ok. Alliance istock: Password screen Step 4: A successful message is displayed as below. The system will return to the Order Status list. Alliance istock: Successfully Cancelled Order screen Note: You cannot cancel or reduce an order after the said order has been matched. 17

18 To View Market Info Step 1: On the Alliance istock Mobile Trading Menu, tap on Market icon as shown below. Alliance istock: Mobile Trading Menu screen Step 2: On the Market screen, tap to select the board you wish to view: Whole Market, Main Market or ACE Market. Alliance istock: Market screen 18

19 To View Indices Step 1: On the Alliance istock Mobile Trading Menu, tap on Indices icon. Alliance istock: Mobile Trading Menu screen Step 2: Indices Screen as Shown Below. Tap on the down arrow to change to other sector indices. Alliance istock: Indices Information screen Alliance istock: Indices -listing screen 19

20 Step 3: Tap on the index name that you wish to view, for example: tap on Industrial index Alliance istock: Indices Industrial screen 20

21 To View a Top 10 List Step 1: On the Alliance istock Mobile Trading Menu, select the Top 10 list you wish to view. You can either select 10 Most Active counters, Top Gainers or Top Losers. Tap to Select *Most Active *Top Gainers *Top Losers Alliance istock: Mobile Trading Menu screen Tap on Most Actives/Top Gainers/Top Losers Step 2: The Top 10 list screen appears, showing the list. Tap and slide up or slide down the screen to see all the 10 shares. Alliance istock:top 10-Most Active listing scrolling (At the left screen: Scroll upand tap right arrow to view thelist as shown on the right screen) (At the right screen: Tap left arrow to return to the left screen) 21

22 The Most Active Counters lists are shown below. Scroll right or left by tapping or to view more column details such as Buy, Sell, High and Low. You may also view Last, Change and Volume details. Alliance istock: Top 10-Most Active screen (At left screen: Tap the right arrow to view more details as shown on the right screen) 22

23 To View Account Info To View Portfolio Step 1: From the Allliance istock Mobile Trading Menu, tap on Portfolio icon. Allliance istock: Menu Screen Step 2: Portfolio screen will be displayed as below. Then, tap on your Account No. Tab account number Allliance istock: Portfolio screen 23

24 Step 3: Portfolio Summary screen is displayed with the details (Share balance). Allliance istock: Portfolio Summary screen Trading/Margin Limit You can view your available Trading/Margin Limit from Alliance istock Mobile Trading. Step 1: From Portfolio summary screen, tap on View Limits. A message will pop out as below. View Limits Alliance istock: Portfolio- View Limits (Current Position is displayed: Trading Balance, Outstanding Balance, Cash Margin Balance, LSR and Credit Limit) 24

25 Favorites You can have as many Favorite folders as you want with a maximum of 10 shares in each folder. To Create a New Favorites Folder Step 1: Form the Alliance istock Mobile Trading Menu, tap Favourites from the menu Alliance istock: Mobile Trading Menu screen Step 2: To create a new folder from the Favourites menu, tap the Add icon on the top right of the screen. Add New Favourites Folder Icon Alliance istock: Tap on the icon to create a new Favourites folder 25

26 Step 3: Type in the new Favourites folder name. Then tap Add to add in the new Favourites folder. Alliance istock: Type in the new Favourites folder name To Add a stock in the Favorites Folder Step 1: Type in the stock name (full or partial will do). Tap Search from on - screen keyboard. A list of the Search Result that matches the search criteria will be displayed. Next, tap on the preferred stock to add into the Favourites folder. Alliance istock: Share s Search Result 26

27 Step 2: A confirmation message then displayed. Click OK. Alliance istock: Confirmation to add a share into the Favourites folder Step 3: A successful message will be displayed. Tap OK to save. Alliance istock: Successful message 27

28 To View the Favorite Stocks Step 1: Tap on Favorites icon from the menu Alliance istock: Favourite List Step 2: Tap on Favorites Folder from the list. Alliance istock: Favourite Folder 28

29 Step 3: The Favourites stock then will be displayed together with the last done price as shown below. Alliance istock: Favourite List To Delete the Favorite Stocks Step 1: To delete a stock from the Favorites list, click the Delete icon. Delete Icon Alliance istock: TapDelete icon 29

30 For Android Tap on the check box(es) for the atock(s) to be deleted. Then, Next, tap on thedelete button. Alliance istock: Deletion stock screen for Android For Iphone All stocks in the Favourites folder will have the deletion mark displayed next to their share name. Tap on the deletion mark for ashare to be deleted. Delete buttonshall be displayed. Alliance istock: Deletion stock screen for Iphone 30

31 To Logout from Alliance istock Step 1: From the Allliance istock Mobile Trading Menu, Tap Settings. Allliance istock: Menu Screen Step 2: Settings screen is as shown below. Allliance istock: Settings screen 31

32 Step 3: Tap Profile. You may view your Profile detail here. You may also choose to log out from Allliance istock Mobile Trading by clicking Logout. Allliance istock: View Profile (and Logout) screen The End 32

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