KE Trade SG Android Application User Guide v1.3

Transcription

1 KE Trade SG Android Application User Guide v1.3 Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 1 of 21

2 Contents Overview... 3 How to Download & Install App... 3 Login... 4 Main Menu... 5 Viewing and Editing Watchlist... 6 Quick Quotes Searching Quotes by Stock Code... 7 Quick Quotes Searching Quotes by Stock Name... 8 Quick Quotes Viewing Price Charts... 9 Quick Quotes Viewing Time & Sales...10 Quick Quotes Viewing Trade Summary...10 Trade Placing Order (1)...11 Trade - Placing Order (2)...12 Viewing Orders...13 Viewing Order Details...13 Amending/ Withdrawing Order...14 Viewing Unrealised P/L...16 Viewing Outstanding Positions...17 Market Indices...17 Gainers & Losers...18 Market Insight...19 Important Notes...21 Assistance and Feedback...21 Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 2 of 21

3 Overview Trade-On-The-Move with Maybank KE Trade's Mobile Android You can now seize stock market opportunities wherever you go using Maybank KE Trade SG Android application. This is an easy, convenient way to monitor your investments, place orders, view order status while on the move via your Android mobile device in 5 markets (SGX, NYSE, NASDAQ, HKEx, Bursa Malaysia). The easy-to-use navigation system provides quick access to timely market data such as stock quotes, market indices and vital account information with real-time streaming SGX data. How to Download & Install App Downloading and Install this simple to use trading app in 3 steps: Step 1: Step 2: Step 3: Go to Play Store. Search for Maybank KE Trade SG. Tap on Install to install Maybank KE Trade SG app onto your Android Phone. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 3 of 21

4 Login To log in to Maybank KE Trade SG Android application, please use the same KE Trade User ID and Password that you have for accessing our KE Trade Internet Trading Platform (If you do not have a KE Trade Internet Account, please visit for more information on how you can apply for one). Enter the KE Trade s User ID and Password and click on Done as shown below: Note: KE Trade Mobile Android application has been designed to operate with mobile devices operating on Android version 1.6 and above. Using other versions may result in less than optimal results. You can click on Helpdesk should you require any clarification or have any technical queries. Click to view Maybank KE Trade SG FAQs Click to view KE Trade Announcements. Note: You will only be able to log into either KE Trade Internet Trading Platform or Maybank KE Trade SG application at any given time, but not both at the same time. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 4 of 21

5 Main Menu View current portfolio and your unrealized profit/loss Get a quick update on the regional market indices View current and historical trades with the option to amend or cancel pending orders View your account s outstanding positions Check the latest upswings and downturns of the market by tracking top gainers/losers Access up-to-date market information and in-house stock picks View and maintain your watchlists Feel the market pulse with the top volumes stocks To Log out, click on Android mobile device Menu button to display KE Trade Mobile Logout menu as shown below. Click on the Logout button to log out from the KE Trade Mobile Android application. Get live streaming for SGX and real-time/delayed snapshot prices for other exchanges Note: Performance for real-time SGX streaming data is subjected to the network connectivity of your mobile devices. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 5 of 21

6 Trade in 3 easy steps 1. View your Watchlist 2. Get the stock Quote 3. Trade Viewing and Editing Watchlist Step 1. Click on Watchlist at the Menu to view and edit your watchlists. Click on Add to add more counters to your watchlist. To delete a counter from watchlist, press and hold on the counter to be deleted. An operation menu as shown below will be displayed. Click on Delete to delete the counter from the watchlist. Display when the prices were last retrieved/updated. Please note that this time is based on your Android mobile system timing. SGX data will be real-time streaming. Counters Price for other exchanges can be refreshed by clicking on. Step 2. Click on the counter (listed in your watchlist) that you are interested to trade. Step 3. Click on Buy or Sell to trade. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 6 of 21

7 Quick Quotes Searching Quotes by Stock Code To view stocks quotes by stock symbol/code, select 'SYM' from the toggle bar. Enter the stock symbol/code and click on 'Done'. The toggle bar allows you to search by Counter Name or Counter Symbol. Click to refresh prices for foreign stocks. Data for SGX stocks will be realtime streaming. Search button Enter Stock Name (if Name is selected in the toggle bar) or Stock Code (if SYM is selected in the toggle bar above). To navigate through other pages, click on Android mobile device Menu button to display KE Trade Mobile Menu as shown. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 7 of 21

8 Quick Quotes Searching Quotes by Stock Name To view stock quotes by searching by Stock Name, enter full or part of the Stock Name, e.g. to search for Singtel, enter SIN and click on Done or click on the button. Note: Make sure the exchange is selected correctly. Clicking on a counter at the Search Page will fetch Quotes of that counter Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 8 of 21

9 Quick Quotes Viewing Price Charts To view the stock s price charts, simply select the Charts button highlighted in the red in the figure on the left. The toggle bar allows you to view the chart in Intraday, 1 Month, 6 Months, 1 Year & 3 Years durations This shows the price movement trend for the stock This shows the transaction volume Use these two buttons to scroll left & right to see more functions available A larger view of the historical price charts can be displayed simply by turning your phone to landscape mode. Press this button to toggle the cross-hair cursor on or off Use this drop-down menu to display the chart in Line, Area, OHLC & Candlestick formats Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 9 of 21

10 Quick Quotes Viewing Time & Sales To view the stock s Time & Sales information, simply press the Time & Sales button highlighted in the red in the figure on the left. This shows the time, price, volume and order type of the latest transactions done for the stock Quick Quotes Viewing Trade Summary To view the stock s Trade Summary information, simply press the Trade Summary button highlighted in the red in the figure on the left. This shows a summary of all trades done for the stock, including price, number of trades done for each price level and the accumulative volume for each price level. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 10 of 21

11 Trade Placing Order (1) Click on Trade at the Main Menu to place an order. Click to view your available Internet buy and sell limits. Click to select the account to be used for placing the order. Select Action as Buy or Sell. Select the Settlement Currency. Select the mode of payment (Cash, CPF or SRS). The payment mode is defaulted to Cash SGD is defaulted for SGX counters, USD is defaulted for NYSE and NASDAQ counters, HKD is defaulted for HKEx counters, and Scroll up to select Yes if you want to place a Forced Order. No is selected by default. Forced orders option is only applicable to orders placed in SGX MYR is defaulted for Bursa Malaysia counters Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 11 of 21

12 Trade - Placing Order (2) Step 1: Select the desired Account Number and Exchange. Get the latest stock quotes by entering either the stock name or symbol. Note: Price field will be populated with the Last Done Price at that moment. Step2: Enter the Quantity in the Qty field and password in the Password field. Select Buy or Sell, the payment mode, settlement currency and forced (yes or no) and click on Submit as shown below. Step 3: Check the details shown on Confirm Order page and click on Confirm to confirm the order to be placed. Step 4: After clicking on Confirm button on the Confirm Order page, the Order Result is displayed as shown below. Click on OK to go the View Orders Page. Enter your trading quantity. Enter your internet trading password Confirm the Action is correct at the Confirm Order page. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 12 of 21

13 Viewing Orders Click on View Orders at the Main Menu page to check the Order Status of the orders placed today and up to 3 days ago. You can also filter the list of orders by filled, queued and others status as shown below. Click to View Order Status of Orders placed Today. Shows all orders Shows orders with Order Status as F: Filled PF: Partially Filled Click to View Order Status of orders placed up to 3 days ago. Shows orders with following Order Status: E: Expired R: Rejected U: Unknown C: Cancelled S: Suspended Shows orders with following Order Status: PF: Partially Filled PO: Pending Order Q: Queued PA: Pending Amendment AC: Amendment Confirmed PC: Pending Cancellation Viewing Order Details Click on an order at the View Orders page to view the details of the order as shown below. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 13 of 21

14 Amending/ Withdrawing Order Step 1: Click on View Orders on the Menu Page. Step 2: Click on the order that you want to amend/ withdraw. Step 3: Click on Amend/ Withdraw at the Order Details Page as shown below. Step 4a: By clicking on Amend, you can enter your new desired quantity and trading password and click Ok. Click Confirm to complete the amendment. Note: Your quantity reduction should be less than your current quantity. Order is successfully amended and Order Result is displayed as shown below. Step 4b: By clicking on Withdraw, you can withdraw order(s) that are still in queue and has yet to be filled. Enter your trading password and click Ok. Click Confirm to complete the withdrawal. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 14 of 21

15 Order is successfully withdrawn and Order Result is displayed as shown below. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 15 of 21

16 Viewing Unrealised P/L Click on Portfolio at the Main Menu page to view your Portfolio. Note: i) The shares shown under your portfolio is not a reflection of your share holdings in CDP/ CPF investment bank/ SRS operator. ii) For detailed notes refer to portfolio in KE Trade. Click on an order at the Portfolio Page to view details as shown above. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 16 of 21

17 Viewing Outstanding Positions Step 1: Click on O/S Positions at the Main Menu page to launch the Outstanding Positions page. Step 2: Click on an order (if any) at the O/S Positions Page to view details as shown below. Note: If you would like to settle your foreign currency denominated contracts in SGD and have not selected to do so during order submission, please contact your TR. Market Indices Click on Market Indices at the Main Menu page to check out the following Market Indices: Straits Times, KLSE Composite, Hang Seng, Dow Jones, Nasdaq, Nikkei 225 and Thailand SET. Click to refresh the prices. Note: The Realtime/ Delayed access is subject to your market data subscription. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 17 of 21

18 Gainers & Losers Click on Gainers Losers at the Main Menu page to see the top gainers & losers. This will display the time prices were last retrieved/updated. Please note that this time is based on the time setup in your Android mobile device. SGX data will be real-time streaming. Data for counters in other exchanges can be Click to refresh the prices. Click to select exchange from the dropdown. refreshed by clicking on the top right hand side. at Click on a counter brings user to the Quick Quotes page Note: The mobile application will not re-arrange counters position in Top Volume and Gainers/Losers page. To see the latest counters in Top Volume and Gainer/Loser page, please click on the refresh button located at the top right hand side of the page. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 18 of 21

19 Market Insight Click on Market Insight at the Main Menu page for access to recent market headlines and company-related analysis. The search function retrieves searched counter information and related articles Click to refresh news feed Click on any of the 3 icons to access stock picks which are based on varying risk appetites. Each related screen will also show the Net Change (NC) and Traded Volume (V) for the particular stock. Scroll to the bottom for other news in the selected category. Gain insight on micro and macro-economic coverage by browsing through the latest happenings and trending news. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 19 of 21

20 Stock quotes of the searched counter retrieved on snapshot access. Consensus rating and target price estimates from third party sources i.e. Factset Maybank Kim Eng s Research call and target price. Listing of related news articles tagged to the searched counter. Click on the arrow for a full view Access the stock breakdown of peers within the same/related industry. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 20 of 21

21 Important Notes 1. Internet usage data charges may apply depending on your mobile service provider. 2. Real-time streaming of SGX data is enabled on Quick Quotes, Trade, Watchlist, Top Volume and Top Gainers/Losers screens. Click on refresh to retrieve the latest snapshot market data for all other exchanges. Note that live real-time data access for NYSE, NASDAQ and HKEx is subjected to your market data subscription. 3. The mobile application will not re-arrange counters position in Top Volume and Gainers/Losers page. To see the latest counters in Top Volume and Gainer/Loser page, please click on the refresh button located at the top right hand side of the page. 4. Performance of the SGX streaming data is subjected to the data network connectivity of your mobile devices. Assistance and Feedback For frequently asked questions, please refer to If you require further assistance or wish to provide feedback, please kindly customer service at or call us at Disclaimer: Whilst reasonable care and effort have been taken to ensure the accuracy of the information provided herein and in Maybank Kim Eng Securities Pte Ltd s KE Trade Mobile Trading ( KETMT ) platform, Kim Eng Securities Pte Ltd ( KES ) does not warrant that the information provided herein is true, correct, timely or fit for any particular purpose or use. KES shall not be held responsible nor liable for any loss or damage arising from the use of this information. Use of the KETMT platform may involve the electronic transmission of personal financial information. Use of this platform implies and constitutes your agreement and deemed consent to such transmission of information; and such consent shall continue to be valid and effective at all times during the customer s use of this platform. Use of this platform also implies and constitutes agreement to KES s standard Terms and Conditions Governing Internet Trading. KES is not liable for any connectivity issues with your mobile service provider. Please note that system response times and access times may vary due to market conditions, system performance and other factors. Please contact your mobile service provider regarding connectivity issues. KES shall not be liable for any loss arising from use of the KETMT platform, including (but not limited to ) losses arising from technical problems or defects on the mobile device used or when the customer/ user has moved into a no network coverage area. KES shall also not be liable for any losses arising from any non-intentional and/or accidental customer/user actions, including (but not limited to) orders placed/ amended/ withdrawn while using the KETMT platform. In addition to KES s standard commission charges, other internet usage costs may also apply, as charged by user s mobile service provider. Maybank Kim Eng Securities Pte Ltd Company Reg No N Last Updated: 21 October 2014 Page 21 of 21