The AmeSecurities application is compatible with all IOS and Android devices. Supported IOS and Android version is 4.0 and above.
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- Grant Elliott
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1 AmeSecurities App is specially designed to make equities stock trading a fast, convenient, reliable and enjoyable experience for you. Features and benefits include: Real-time Bursa Malaysia quotes and indices Charts Stock Scoreboard Order Placement Order Status Enquiry Intraday Stock Movement Tracker Bursa Malaysia News and Company Announcements How to Download: 1. Visit Apple Store or Google Play 2. In the search bar, type AmeSecurities 3. Click Download to install the app 4. Click Open to launch AmeSecurities app or find the application s icon in the Apps panel and click Open View User Manual (IOS) View User Manual (Android) For enquiries, please contact our Helpdesk at: Tel : Fax : helpdesk-ebiz@ambankgroup.com The AmeSecurities application is compatible with all IOS and Android devices. Supported IOS and Android version is 4.0 and above. User will also need to subscribe to Mobile Internet.
2 CONTENTS IOS USER MANUAL CHAPTER 1 GETTING STARTED... 3 CHAPTER 2 VIEWS.. 7 CHAPTER 3 MY WATCHLIST. 19 CHAPTER 4 LETS START TRADING CHAPTER 5 ORDER MANAGEMENT CHAPTER 6 SETTINGS ANDROID USER MANUAL CHAPTER 1 GETTING STARTED CHAPTER 2 VIEWS CHAPTER 3 MY WATCHLIST CHAPTER 4 LETS START TRADING CHAPTER 5 ORDER MANAGEMENT. 77 CHAPTER 6 SETTINGS AmeSecurities Apps User Manual Guide 1
3 USER MANUAL IOS Version AmeSecurities Apps User Manual Guide 2
4 CHAPTER 1 Getting Started This chapter introduces the AmeSecurities application. The following sub-topics are included: 1.1. How to Login to AmeSecurities 1.2. Welcome to AmeSecurities AmeSecurities Apps User Manual Guide 3
5 1.1. How to Login to AmeSecurities Figure 1.1 AmeSecurities 1. Key in the Username and Password, as shown in Figure 1.1. To invoke the keypad, simply touch the Username textbox. After keying in the information, click the done button to close the keypad. 2. Then click the SIGN IN button. AmeSecurities Apps User Manual Guide 4
6 1.2. Welcome to AmeSecurities Home Figure 1.2 AmeSecurities Home (Quote Screen) The AmeSecurities Home (Figure 1.2) consists of the Quote Screen and a function menu (highlighted in red). The functions available are: 1. Search This feature enables the user to search and/or trade counters. 2. Watchlist This feature enables the user to store, monitor and keep track of the performance of selected stocks. 3. Market Summary This feature displays the summary of trade market. 4. Order Book This feature tracks the current order status and displays it according to Filled Orders, Open Orders and etc. AmeSecurities Apps User Manual Guide 5
7 5. Portfolio This feature consists of Personal Portfolio which shows the current stock holdings in terms of market value and unrealized gain/loss. 6. Indices This feature enables the user to view the market trend of each index. 7. Exchange This feature enables the user to select the trading exchange. 8. News This feature enables the user to view the latest news from the exchange. 9. Settings This feature enables the user to change the password and PIN, set the refresh rate and also to retrieve the PIN. 10. Logout This feature enables the user to log out from the AmeSecurities application. To activate the function menu, simply select the Menu button at the top right hand corner. AmeSecurities Apps User Manual Guide 6
8 CHAPTER 2 Views This chapter focuses on the some of the basic functions that are found in AmeSecurities application. The following sub-topics are included: 2.1. Quote Screen 2.2. Search 2.3. Market Summary 2.4. Indices 2.5. News AmeSecurities Apps User Manual Guide 7
9 2.1. Quote Screen 1. By default, the Quote Screen (Figure 2.1) shows the top 20 movers of All Stocks in the market. Figure 2.1 Quote Screen 2. Apart from showing the top 20 movers, the quote screen may be sorted to show the following: Top Gainer Top Gainer % Top Loser Top Loser % Top Value To sort, simply click the respective button at the filter menu (highlighted in red). 3. To view the Quotes from other markets (if applicable), simply select the Exchange icon at the Function Menu and select the required market from the list (as shown in Figure 2.2). AmeSecurities Apps User Manual Guide 8
10 Figure 2.2 Exchange 4. User also has the option to view the basic stock info and the detailed information of a stock, as per the following steps: To view the basic stock info of a stock at the Quote screen (as shown in Figure 2.3), simply tap at the stock name. AmeSecurities Apps User Manual Guide 9
11 Figure 2.3 Quote Screen (Basic Stock Info) To view the detailed stock information at the Stock Info screen (as shown in Figure 2.4), tap at the last done price. Figure 2.4 Detailed Stock Info AmeSecurities Apps User Manual Guide 10
12 2.2. Search 1. This function enables the user to search for specific counter(s). To access this feature, simply select the Search icon at the Function Menu. 2. Then, do the following: Figure 2.5 Search Query Touch at the text box (highlighted at Figure 2.5) to activate the keypad. Subsequently, key in the relevant data and select the Search button. AmeSecurities Apps User Manual Guide 11
13 Figure 2.6 shows the search result. User may enter the stock name in full or enter a partial data to conduct a search. Figure 2.6 Search Result AmeSecurities Apps User Manual Guide 12
14 2.3. Market Summary 1. The Market Summary (Figure 2.7) shows the summary of the current exchange for the trading day such as Total Volume, Total Value and etc. Figure 2.7 Market Summary 2. To open the Market Summary, simply access the Function Menu and select Market Summary. 3. To view the statistics of traded counter, untraded counter, number counters traded high and number of counters traded low (as shown in Figure 2.8), move the screen to the left. AmeSecurities Apps User Manual Guide 13
15 Figure 2.8 Market Summary (Pie Chart) 4. To view the Market Summary of other markets (if applicable), simply select the Exchange icon at the Function Menu and choose the required market from the list. AmeSecurities Apps User Manual Guide 14
16 2.4. Indices 1. Figure 2.9 shows the indices screen. To view the movement of these indices, simply access the Function Menu and select Indices. 2. To view the Opening, High and Low price of any index, just tap at the relevant index. Figure Indices AmeSecurities Apps User Manual Guide 15
17 2.5. News 1. The News function enables the user to view news updates from the stock exchange. To activate this function, simply select the News icon at the Function Menu. The Reload icon (highlighted at Figure 2.10), retrieves the latest news from the exchange. 2. To view the details, do the following: Figure 2.10 News Select the required topic from the News screen (Figure 2.10) AmeSecurities Apps User Manual Guide 16
18 Figure 2.11 News Headings Then select the required news heading (Figure 2.11) to view the details, as shown in Figure 2.12 Figure 2.12 News Details AmeSecurities Apps User Manual Guide 17
19 CHAPTER 3 My WatchList This chapter offers a step by step guide on saving favourite counters using AmeSecurities app. The following sub-topics have been covered in this chapter: 3.1. How to Create and Maintain a WatchList 3.2. How to Add and Remove a Favourite Stock AmeSecurities Apps User Manual Guide 18
20 3.1. How to Create and Maintain a WatchList 1. The Watchlist function enables a user to save selected counters in a list for ease of monitoring. To activate the Watchlist function, access the Function Menu and select WatchList. Figure 3.1 shows the Watchlist screen. Any watchlist saved will be shown here. Figure 3.1 WatchList Menu 2. To create a new watchlist, do the following: Select the New button at the bottom right-hand corner. A New Watchlist window will appear (as shown in Figure 3.2) prompting for a watchlist name. AmeSecurities Apps User Manual Guide 19
21 Figure 3.2 Add WatchList Enter the watchlist name and select the OK button. 3. The Edit button at the bottom left-hand corner (as shown in Figure 3.1) may be used to rename a Watchlist or delete a Watchlist. 4. To delete a Watchlist, select the Edit button and do the following: Select the required watchlist by tapping at the respective Delete icon (highlighted at Figure 3.3). AmeSecurities Apps User Manual Guide 20
22 Figure 3.3 Edit Watchlist This will activate the Delete button. To confirm the action, select the Delete button. 5. To rename a Watchlist, select the Edit button and do the following: Figure 3.4 Edit WatchList (Rename) AmeSecurities Apps User Manual Guide 21
23 Select the Rename icon (highlighted at Figure 3.4). Figure 3.5 Edit WatchList (Rename) Then, enter the new name for the Watchlist and select the OK button, as shown in Figure User may view the contents of a Watchlist and the basic info of a counter in the Watchlist, by following the steps below: Select the required Watchlist first from the main Watchlist screen to view its contents. Then simply tap at the required counter to view the details (as shown in Figure 3.6). AmeSecurities Apps User Manual Guide 22
24 Figure 3.6 Watchlist Contents 7. To go back to Watchlist menu, select the Watchlist button located at the top left-hand corner. AmeSecurities Apps User Manual Guide 23
25 3.2. How to Add and Remove a Favourite Stock 1. To add a favourite counter, do the following: First, go the Home screen and access the Stock Info screen (as shown in Figure 3.7) of the counter, by tapping at respective Last Done price. Figure 3.7 Detailed Stock Info Next, select the +WATCH button. This prompts a selection of Watchlists available, as shown in Figure 3.8. Choose the Watchlist to add the counter to and subsequently select the done button. AmeSecurities Apps User Manual Guide 24
26 Figure 3.8 Add To Watchlist Upon successfully adding the counter, the system will prompt a confirmation message. 2. To remove a counter from a Watchlist, do the following: Access the Watchlist menu (Figure 3.9) and choose the required watchlist. AmeSecurities Apps User Manual Guide 25
27 Figure 3.9 Watchlist Menu Next, select the Edit button as shown in Figure Figure 3.10 Watchlist Contents AmeSecurities Apps User Manual Guide 26
28 Then select the respective Delete icon (highlighted in Figure 3.11) for the counter. Figure 3.11 Watchlist Details This will activate the Delete button, as shown in Figure To confirm the action, select the Delete button. To abort the action, simply select the done button. AmeSecurities Apps User Manual Guide 27
29 CHAPTER 4 Let s Start Trading This chapter offers a step by step guide on trading using AmeSecurities app. The following sub-topics have been covered in this chapter: 4.1. Basics of the Trade Function 4.2. How to Create a Trade Order for Equity/Derivative AmeSecurities Apps User Manual Guide 28
30 4.1. Basics of the Trade Function 1. The Trade function enables a user to buy or sell a counter. Figure 4.1 Trade Screen 2. The Trade screen (Figure 4.1) consists of the following elements: Basic stock info of the counter such as Name and Last Done Price. Account number and Credit Balance. PRICE, which is the Last Done price by default. QTY, which is 0 by default. (For derivatives, the trade unit is 1 whereas for equities, the trade unit is either 100 units or 1000 units, depending upon the trade exchange). ORDER TYPE such as Limit, Market and Market to Limit. The options available are dependent upon the trade exchange. VALIDITY period such as Day, FAK (Fill and Kill) and GTD (Good Till Date). The options available are dependent upon the trade exchange. CURRENCY such as MYR. The option(s) available are dependent upon the trade exchange. PAYMENT such as Cash. The option(s) available are dependent upon the trade exchange. Skip Confirmation option to do away with the trade confirmation message. BUY button and SELL button to send an order. AmeSecurities Apps User Manual Guide 29
31 4.2. How to Create a Trade Order for Equity/Derivative 1. First, select the trade counter as per steps below: Access the Home screen first and then open the Stock Info screen of the chosen counter by tapping at the Last Done price. Subsequently, select the TRADE button to open the Trade screen as shown in Figure 4.2. Figure 4.2 Trade Screen 2. Then tap at the PRICE and QTY field respectively to enter the relevant information. This action will prompt the auto setting option as highlighted in Figure 4.3. User may select the appropriate auto setting to increase or decrease the price and/or quantity. Upon entering the required information, select the done button to close the keypad. AmeSecurities Apps User Manual Guide 30
32 Figure 4.3 Trade Screen (Auto Setting) 3. Subsequently, select the appropriate ORDER TYPE, VALIDITY, CURRENCY and PAYMENT by scrolling through the options. (If user chooses the Good Till Date VALIDITY period, a DATE field will be prompted. 4. Then click the Buy or Sell button. This action will prompt for the Trading Pin as shown in Figure 4.4. AmeSecurities Apps User Manual Guide 31
33 Figure 4.4 Trade Screen (Trading Pin) 5. Tap at the Trading Pin field to enter the relevant pin. User may select Remember Pin option so that the pin is saved for that login session. Once done, select the OK button to close the keypad. AmeSecurities Apps User Manual Guide 32
34 Figure 4.6 Trade Confirmation 6. A trade confirmation message will be prompted as shown in Figure 4.6. Select the Submit Order button to confirm the order. 7. The system prompt which indicates that the order has been successfully sent to the broking house. AmeSecurities Apps User Manual Guide 33
35 CHAPTER 5 Order Management AmeSecurities app comes complete with an online order status tracking tool. This chapter consists of the following sub-topics: 5.1. Order Book 5.2. Portfolio AmeSecurities Apps User Manual Guide 34
36 5.1. Order Book 1. By default, the Order Book displays ALL ORDERS that have been submitted to the broking house. 2. To access the Order Book (Figure 5.1), simply go to the Function Menu and select the Order book icon. Figure 5.1 Order Book 3. User may filter the orders according to order status such as Open Orders, Filled Order and etc. To filter the order(s), do the following: Tap at the ALL ORDERS button and select the required status (as shown in Figure 5.2). Upon selecting the status, select the done button to close the filter screen. AmeSecurities Apps User Manual Guide 35
37 Figure 5.2 Filter by Status (Order Book) 4. User may also view the order status of an order in detail at the Order Book, as shown in Figure 5.3. To view the order status, simply tap at the required order. Figure 5.3 Advanced View (Order Book) AmeSecurities Apps User Manual Guide 36
38 5.2. Portfolio 1. The Portfolio (Figure 5.4 shows the counters currently held by the user. To access it, go to Function Menu and select the Portfolio icon. By default, this action will load the portfolio of the current trading account. Figure 5.4 Portfolio AmeSecurities Apps User Manual Guide 37
39 2. User may also view the advanced portfolio details of a trading account as shown in Figure 5.5. To view the advanced details, simply tap at the required counter. Figure 5.5 Advanced View (Portfolio) AmeSecurities Apps User Manual Guide 38
40 CHAPTER 6 Settings This topic focuses on the general setting for AmeSecurities app. Sub-topics included are: 6.1. Change Password 6.2. Change PIN 6.3. Forgot PIN AmeSecurities Apps User Manual Guide 39
41 6.1. Change Password 1. User may change the password periodically for security purpose. 2. To change password. do the following: Access the Function Menu and select the Settings icon. This will display the Settings menu as shown in Figure 6.1. Figure 6.1 Settings Menu Select the Change Password option to open the Change Password screen (Figure 6.2). Then enter the required information and select the Submit button. AmeSecurities Apps User Manual Guide 40
42 Figure 6.2 Change Password Upon successfully updating the password, the system will prompt a message. AmeSecurities Apps User Manual Guide 41
43 6.2. Change PIN 1. User may also change the Pin periodically for security purpose. 2. To change the Pin, do the following: Access the Function Menu and select the Settings icon. Subsequently, select the Change Pin option from the menu to open the Change Pin screen (Figure 6.3). Figure 6.3 Change Pin (Settings) Then enter the required information and select the Submit button. AmeSecurities Apps User Manual Guide 42
44 6.3. Forgot PIN 1. User may also retrieve the Pin in case forgotten. 2. To retrieve the Pin, do the following: Access the Function Menu and select the Settings icon. Subsequently, select the Forgot Pin option from the menu to open the Forgot Pin screen (Figure 6.4) Figure 6.4 Forgot Pin (Settings) Then enter the required information and select the Submit button. The Pin number will be ed to the user. AmeSecurities Apps User Manual Guide 43
45 USER MANUAL Android Version AmeSecurities Apps User Manual Guide 44
46 CHAPTER 1 Getting Started This chapter introduces the AmeSecurities application. The following sub-topics are included: 1.1. How to Login to AmeSecurities 1.2. Welcome to AmeSecurities AmeSecurities Apps User Manual Guide 45
47 1.1. How to Login to AmeSecurities Figure 1.1 AmeSecurities 3. Key in the Username and Password, as shown in Figure 1.1. To invoke the keypad, simply touch the Username textbox. After keying in the information, click the done button to close the keypad. 4. Then click the SIGN IN button. AmeSecurities Apps User Manual Guide 46
48 1.2. Welcome to AmeSecurities Home Figure 1.2 AmeSecurities Home (Quote Screen) The AmeSecurities Home (Figure 1.2) consists of the Quote Screen and a function menu (highlighted in red). The functions available are: 11. Search This feature enables the user to search and/or trade counters. 12. Watchlist This feature enables the user to store, monitor and keep track of the performance of selected stocks. 13. Market Summary This feature displays the summary of trade market. 14. Order Book This feature tracks the current order status and displays it according to Filled Orders, Open Orders and etc. AmeSecurities Apps User Manual Guide 47
49 15. Portfolio This feature consists of Personal Portfolio which shows the current stock holdings in terms of market value and unrealized gain/loss. 16. Indices This feature enables the user to view the market trend of each index. 17. Exchange This feature enables the user to select the trading exchange. 18. News This feature enables the user to view the latest news from the exchange. 19. Settings This feature enables the user to change the password and PIN, set the refresh rate and also to retrieve the PIN. 20. Logout This feature enables the user to log out from the AmeSecurities application. To activate the function menu, simply select the Menu button at the top right hand corner. AmeSecurities Apps User Manual Guide 48
50 CHAPTER 2 Views This chapter focuses on the some of the basic functions that are found in AmeSecurities application. The following sub-topics are included: 2.1. Quote Screen 2.2. Search 2.3. Market Summary 2.4. Indices 2.5. News AmeSecurities Apps User Manual Guide 49
51 2.1. Quote Screen 5. By default, the Quote Screen (Figure 2.1) shows the top 20 movers of All Stocks in the market. Figure 2.1 Quote Screen 6. Apart from showing the top 20 movers, the quote screen may be sorted to show the following: Top Gainer Top Gainer % Top Loser Top Loser % Top Value To sort, simply click the respective button at the filter menu (highlighted in red). 7. To view the Quotes from other markets (if applicable), simply select the Exchange icon at the Function Menu and select the required market from the list (as shown in Figure 2.2). AmeSecurities Apps User Manual Guide 50
52 Figure 2.2 Exchange 8. User also has the option to view the basic stock info and the detailed information of a stock, as per the following steps: To view the basic stock info of a stock at the Quote screen (as shown in Figure 2.3), simply tap at the stock name. AmeSecurities Apps User Manual Guide 51
53 Figure 2.3 Quote Screen (Basic Stock Info) To view the detailed stock information at the Stock Info screen (as shown in Figure 2.4), tap at the last done price. AmeSecurities Apps User Manual Guide 52
54 Figure 2.4 Detailed Stock Info 2.2. Search 3. This function enables the user to search for specific counter(s). To access this feature, simply select the Search icon at the Function Menu. 4. Then, do the following: AmeSecurities Apps User Manual Guide 53
55 Figure 2.5 Search Query Touch at the text box (highlighted at Figure 2.5) to activate the keypad. Subsequently, key in the relevant data and select the Search button. Figure 2.6 shows the search result. User may enter the stock name in full or enter a partial data to conduct a search. AmeSecurities Apps User Manual Guide 54
56 Figure 2.6 Search Result 2.3. Market Summary AmeSecurities Apps User Manual Guide 55
57 5. The Market Summary (Figure 2.7) shows the summary of the current exchange for the trading day such as Total Volume, Total Value and etc. Figure 2.7 Market Summary 6. To open the Market Summary, simply access the Function Menu and select Market Summary. 7. To view the statistics of traded counter, untraded counter, number counters traded high and number of counters traded low (as shown in Figure 2.8), move the screen to the left. AmeSecurities Apps User Manual Guide 56
58 Figure 2.8 Market Summary (Pie Chart) 8. To view the Market Summary of other markets (if applicable), simply select the Exchange icon at the Function Menu and choose the required market from the list. AmeSecurities Apps User Manual Guide 57
59 2.4. Indices 3. Figure 2.9 shows the indices screen. To view the movement of these indices, simply access the Function Menu and select Indices. 4. To view the Opening, High and Low price of any index, just tap at the relevant index. Figure Indices AmeSecurities Apps User Manual Guide 58
60 2.5. News 3. The News function enables the user to view news updates from the stock exchange. To activate this function, simply select the News icon at the Function Menu. The Reload icon (highlighted at Figure 2.10), retrieves the latest news from the exchange. 4. To view the details, do the following: Figure 2.10 News Select the required topic from the News screen (Figure 2.10) AmeSecurities Apps User Manual Guide 59
61 Figure 2.11 News Headings Then select the required news heading (Figure 2.11) to view the details, as shown in Figure 2.12 Figure 2.12 News Details AmeSecurities Apps User Manual Guide 60
62 CHAPTER 3 My WatchList This chapter offers a step by step guide on saving favourite counters using AmeSecurities app. The following sub-topics have been covered in this chapter: 3.1. How to Create and Maintain a WatchList 3.2. How to Add and Remove a Favourite Stock AmeSecurities Apps User Manual Guide 61
63 3.1. How to Create and Maintain a WatchList 8. The Watchlist function enables a user to save selected counters in a list for ease of monitoring. To activate the Watchlist function, access the Function Menu and select WatchList. Figure 3.1 shows the Watchlist screen. Any watchlist saved will be shown here. Figure 3.1 WatchList Menu 9. To create a new watchlist, do the following: Select the New button at the bottom right-hand corner. A New Watchlist window will appear (as shown in Figure 3.2) prompting for a watchlist name. AmeSecurities Apps User Manual Guide 62
64 Figure 3.2 Add WatchList Enter the watchlist name and select the OK button. 10. The Edit button at the bottom left-hand corner (as shown in Figure 3.1) may be used to rename a Watchlist or delete a Watchlist. 11. To delete a Watchlist, select the Edit button and do the following: Select the required watchlist by tapping at the respective Delete icon (highlighted at Figure 3.3). AmeSecurities Apps User Manual Guide 63
65 Figure 3.3 Edit Watchlist This will activate the Delete button. To confirm the action, select the Delete button. 12. To rename a Watchlist, select the Edit button and do the following: Figure 3.4 Edit WatchList (Rename) AmeSecurities Apps User Manual Guide 64
66 Select the Rename icon (highlighted at Figure 3.4). Figure 3.5 Edit WatchList (Rename) Then, enter the new name for the Watchlist and select the OK button, as shown in Figure User may view the contents of a Watchlist and the basic info of a counter in the Watchlist, by following the steps below: Select the required Watchlist first from the main Watchlist screen to view its contents. Then simply tap at the required counter to view the details (as shown in Figure 3.6). AmeSecurities Apps User Manual Guide 65
67 Figure 3.6 Watchlist Contents 14. To go back to Watchlist menu, select the Watchlist button located at the top left-hand corner. AmeSecurities Apps User Manual Guide 66
68 3.2. How to Add and Remove a Favourite Stock 3. To add a favourite counter, do the following: First, go the Home screen and access the Stock Info screen (as shown in Figure 3.7) of the counter, by tapping at respective Last Done price. Figure 3.7 Detailed Stock Info Next, select the +WATCH button. This prompts a selection of Watchlists available, as shown in Figure 3.8. Choose the Watchlist to add the counter to and subsequently select the done button. AmeSecurities Apps User Manual Guide 67
69 Figure 3.8 Add To Watchlist Upon successfully adding the counter, the system will prompt a confirmation message. 4. To remove a counter from a Watchlist, do the following: Access the Watchlist menu (Figure 3.9) and choose the required watchlist. AmeSecurities Apps User Manual Guide 68
70 Figure 3.9 Watchlist Menu Next, select the Edit button as shown in Figure Figure 3.10 Watchlist Contents AmeSecurities Apps User Manual Guide 69
71 Then select the respective Delete icon (highlighted in Figure 3.11) for the counter. Figure 3.11 Watchlist Details This will activate the Delete button, as shown in Figure To confirm the action, select the Delete button. To abort the action, simply select the done button. AmeSecurities Apps User Manual Guide 70
72 CHAPTER 4 Let s Start Trading This chapter offers a step by step guide on trading using AmeSecurities app. The following sub-topics have been covered in this chapter: 4.1. Basics of the Trade Function 4.2. How to Create a Trade Order for Equity/Derivative AmeSecurities Apps User Manual Guide 71
73 4.1. Basics of the Trade Function 3. The Trade function enables a user to buy or sell a counter. Figure 4.1 Trade Screen 4. The Trade screen (Figure 4.1) consists of the following elements: Basic stock info of the counter such as Name and Last Done Price. Account number and Credit Balance. PRICE, which is the Last Done price by default. QTY, which is 0 by default. (For derivatives, the trade unit is 1 whereas for equities, the trade unit is either 100 units or 1000 units, depending upon the trade exchange). ORDER TYPE such as Limit, Market and Market to Limit. The options available are dependent upon the trade exchange. VALIDITY period such as Day, FAK (Fill and Kill) and GTD (Good Till Date). The options available are dependent upon the trade exchange. CURRENCY such as MYR. The option(s) available are dependent upon the trade exchange. PAYMENT such as Cash. The option(s) available are dependent upon the trade exchange. Skip Confirmation option to do away with the trade confirmation message. BUY button and SELL button to send an order. AmeSecurities Apps User Manual Guide 72
74 4.2. How to Create a Trade Order for Equity/Derivative 8. First, select the trade counter as per steps below: Access the Home screen first and then open the Stock Info screen of the chosen counter by tapping at the Last Done price. Subsequently, select the TRADE button to open the Trade screen as shown in Figure 4.2. Figure 4.2 Trade Screen 9. Then tap at the PRICE and QTY field respectively to enter the relevant information. This action will prompt the auto setting option as highlighted in Figure 4.3. User may select the appropriate auto setting to increase or decrease the price and/or quantity. Upon entering the required information, select the done button to close the keypad. AmeSecurities Apps User Manual Guide 73
75 Figure 4.3 Trade Screen (Auto Setting) 10. Subsequently, select the appropriate ORDER TYPE, VALIDITY, CURRENCY and PAYMENT by scrolling through the options. (If user chooses the Good Till Date VALIDITY period, a DATE field will be prompted. 11. Then click the Buy or Sell button. This action will prompt for the Trading Pin as shown in Figure 4.4. AmeSecurities Apps User Manual Guide 74
76 Figure 4.4 Trade Screen (Trading Pin) 12. Tap at the Trading Pin field to enter the relevant pin. User may select Remember Pin option so that the pin is saved for that login session. Once done, select the OK button to close the keypad. AmeSecurities Apps User Manual Guide 75
77 Figure 4.6 Trade Confirmation 13. A trade confirmation message will be prompted as shown in Figure 4.6. Select the Submit Order button to confirm the order. 14. The system prompt which indicates that the order has been successfully sent to the broking house. AmeSecurities Apps User Manual Guide 76
78 CHAPTER 5 Order Management AmeSecurities app comes complete with an online order status tracking tool. This chapter consists of the following sub-topics: 5.1. Order Book 5.2. Portfolio AmeSecurities Apps User Manual Guide 77
79 5.1. Order Book 5. By default, the Order Book displays ALL ORDERS that have been submitted to the broking house. 6. To access the Order Book (Figure 5.1), simply go to the Function Menu and select the Order book icon. Figure 5.1 Order Book 7. User may filter the orders according to order status such as Open Orders, Filled Order and etc. To filter the order(s), do the following: Tap at the ALL ORDERS button and select the required status (as shown in Figure 5.2). Upon selecting the status, select the done button to close the filter screen. AmeSecurities Apps User Manual Guide 78
80 Figure 5.2 Filter by Status (Order Book) 8. User may also view the order status of an order in detail at the Order Book, as shown in Figure 5.3. To view the order status, simply tap at the required order. Figure 5.3 Advanced View (Order Book) AmeSecurities Apps User Manual Guide 79
81 5.2. Portfolio 3. The Portfolio (Figure 5.4 shows the counters currently held by the user. To access it, go to Function Menu and select the Portfolio icon. By default, this action will load the portfolio of the current trading account. Figure 5.4 Portfolio AmeSecurities Apps User Manual Guide 80
82 4. User may also view the advanced portfolio details of a trading account as shown in Figure 5.5. To view the advanced details, simply tap at the required counter. Figure 5.5 Advanced View (Portfolio) AmeSecurities Apps User Manual Guide 81
83 CHAPTER 6 Settings This topic focuses on the general setting for AmeSecurities app. Sub-topics included are: 6.1. Change Password 6.2. Change PIN 6.3. Forgot PIN AmeSecurities Apps User Manual Guide 82
84 6.1. Change Password 3. User may change the password periodically for security purpose. 4. To change password. do the following: Access the Function Menu and select the Settings icon. This will display the Settings menu as shown in Figure 6.1. Figure 6.1 Settings Menu Select the Change Password option to open the Change Password screen (Figure 6.2). Then enter the required information and select the Submit button. AmeSecurities Apps User Manual Guide 83
85 Figure 6.2 Change Password Upon successfully updating the password, the system will prompt a message. AmeSecurities Apps User Manual Guide 84
86 6.2. Change PIN 3. User may also change the Pin periodically for security purpose. 4. To change the Pin, do the following: Access the Function Menu and select the Settings icon. Subsequently, select the Change Pin option from the menu to open the Change Pin screen (Figure 6.3). Figure 6.3 Change Pin (Settings) Then enter the required information and select the Submit button. AmeSecurities Apps User Manual Guide 85
87 6.3. Forgot PIN 3. User may also retrieve the Pin in case forgotten. 4. To retrieve the Pin, do the following: Access the Function Menu and select the Settings icon. Subsequently, select the Forgot Pin option from the menu to open the Forgot Pin screen (Figure 6.4) Figure 6.4 Forgot Pin (Settings) Then enter the required information and select the Submit button. The Pin number will be ed to the user. AmeSecurities Apps User Manual Guide 86
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