INDEX 1) FIRST TIME LOGIN IN OMNESYS ONLINE TRADING 2) EXCHANGEWISE MARKET WATCH 3) RATE REFRESH VIA TRADE EXPRESS 4) COLUMN SETTING

Transcription

1 INDEX 1) FIRST TIME LOGIN IN OMNESYS ONLINE TRADING 2) EXCHANGEWISE MARKET WATCH 3) RATE REFRESH VIA TRADE EXPRESS 4) COLUMN SETTING 5) PLACING / CANCELLATION / MODIFICATION / POSITION OF ORDERS 6) NORMAL ONLINE LOGIN 7) FORGOT PASSWORD PROCEDURE 8) HOW TO PLACE BUY ORDER 9) HOW TO PLACE SELL ORDER 10) HOLDINGS 11) MANUAL RATE REFRESH 12) HOW TO CHECK NET POSITION 13) ORDER BOOK 14) CREATION OF MARKET WATCH

2 FIRST TIME OMNESYS ONLINE TRADING LOGIN Step 1 : Type URL as Step 2 : Click on MY BACKOFFICE

3 Step 3 : Click on ONLINE TRADING Step 4 : Enter your Client code

4 Step 5 : Save or Select your security access image Step 6 : Answer any 5 question as per your convenience & Save

5 Step 7 : Do password setting as per your convenient & submit Stpe 8 : System will show you the pop up about changing password

6 Step 9 : Login screen will appear (Please refer streamer module as it is having auto rate refresh system) Click here for INDEX

7 EXCHANGEWISE MARKET WATCH ONLINE LOGIN Step 1 : After taking log in of online trading > click on Market watch Step 2 : Click on Create MW

8 Step 3 :Give name to Market watch > Create

9 Step 4 :If you want to search particular scrip > Select Exchange > Settlement type > Scrip name > GO

10 Step 5 : Select company name > Add > Add to market watch Step 6 : You will get confirmation of adding of scrip

11 Step 7 : BSE profile has created now, To add more scrip in existing profile > Add scrip Step 8 : Select Exchange > Settlement type > Scrip name > GO

12 Step 9 : Select company name > Add > Add to market watch Step 10 : BSE profile created.

13 Step 11 : Now to create NSE profile > Set MW > Click on MW Step 12 : Give name > Create

14 Step 13 : Select Exchange > Settlement type > Scrip name > GO

15 Step 14 : Select company name > Add > Add to market watch Step 15 : NSE profile created > Click on Add scrip to add more scrip in existing profile

16 Step 16 : Select Exchange > Settlement type > Scrip name > GO Step 17 : Now NSE profile created Step 18 : You can select Profile as per your convenience NOTE: Likewise you can create NSEFO profile Click here for INDEX

17 RATE REFRESH VIA TRADE EXPRESS ONLINE LOGIN Step 1 : Click on Trade Express Step 2 : System will ask you to install JAVA on your PC > Install the same

18 Step 3 : System will show you the profiles which you have already created Step 4 : Now click on Settings > Color

19 Step 5 : Select Color > Save Click here for INDEX

20 COLUMN SETTING ONLINE LOGIN After creating your own profile Step 1 : Click on Setting Step 2 : Add / Remove Columns as per your requirements > Save

21 Step 3 : One more way to set profile select & Drag the column Step 4 : Profile is set Click here for INDEX

22 PLACING / CANCELLATION / MODIFICATION / POSITION OF ORDERS Step 1 : Take online trading login Step 2 : Tick on > Click on RUN > Go to Trade Express Step 3 : Click on Scrip > Enter the Scrip name > Quantity & Price > Select NRML > Confirm

23 Step 4 : Enter Transaction password ( for days first trade only) > Submit Step 5 : You will get Confirmation of order place with Order number

24 CANCELLATION OF ORDER Step 6 : Press F3 for order book > Select Open order

25 Step 7 : Select the Order > Click on Cancel Order Step 8 : You will get Order cancellation number

26 MODIFICATION OF ORDER Step 9 : Press F3 for order book > Select Open order Step 10 : Select order > Click on Modify order > Enter Price & quantity > Submit

27 Step 11 : You will get confirmation of order modification OPEN POSITION Step 12 : Go to options > Select Positions or do F12

28 Step 13 : You will get Daywise position report Click here for INDEX

29 NORMAL ONLINE LOGIN Step 1 : Type URL as Step 2 : Click on MY BACKOFFICE

30 Step 3 : Click on ONLINE TRADING Step 4 : Enter your Client code

31 Step 5 : Security image tick ON > Enter your password > Login Step 6 : 2FA Authentication (Answer two questions which you have set at the time of first time login) > continue or Save

32 Step 7 : You will get Login confirmation screen Step 8 : Login screen will appear (Please refer streamer module as it is having auto rate refresh system) Click here for INDEX

33 FORGOT PASSWORD PROCEDURE Step 1 : After taking log in of online trading > Click on Account Step 2 : Click on Change password

34 Step 3 : Enter old password > New & confirm password will be same Enter old transaction password > New & confirm password will be same > Submit

35 Step 4: Confirmation of password change successfully Click here for INDEX

36 HOW TO PLACE BUY ORDER Step 1 : ONLINE LOGIN Step 2 : Select BUY / SELL Step 3 : Enter Scrip & product type as NRML (normal) Step 4 : Select retention as DAY

37 Step 5 :Enter BUY quantity > Scrip rate > Submit Click here for INDEX

38 HOW TO PLACE SELL ORDER Step 1 : ONLINE LOGIN Step 2 : Select BUY / SELL Step 3 : If client is having DP with Techno shares & having delivery of shares then place order by keepin option as CNC (cash & carry) & if DP is outside techo select option as NRML (normal) Step 4 : Enter quantity > Price > Scrip > Submit Click here for INDEX

39 HOLDINGS Step 1 : ONLINE LOGIN Step 2 : Click on Position > Holdings Step 3 : Holdings available Click here for INDEX

40 MANUAL RATE REFRESH Step 1 : ONLINE LOGIN Step 2 : Click on Market Watch Step 3 : Select your profile > Do Refresh Manually Click here for INDEX

41 HOW TO CHECK NET POSITION Step 1 : ONLINE LOGIN Step 2 : Click on POSITION Step 3 : Click on POSITIONS Step 4 : Select Daywise >Select Exchange > GO Click here for INDEX

42 ORDER BOOK Step 1 : ONLINE LOGIN Step 2 : Click on Trade > Order book Step 3 : Order book Step 4 : Select particular order to check or view the same Click here for INDEX

43 CREATION OF MARKET WATCH Step 1 :ONLINE LOGIN Step 2 : Click on Market watch Step 3 : Click on Create MW (market watch)

44 Step 4 : Give name to Market watch & click on Create Step 5: Select exchange segment > Settlement type ( BSE - A / NSE - EQ) > Enter scrip name > Go

45 Step 6 : Select company name > Add > Add to market watch Step 7 : Select from existing company list > Add > Add to market watch

46 Step 8 : Scrip / task Added successfully Step 9 : (Addition of scrips in existing profile) Add scrip

47 Step 10 : Select exchange segment > Settlement type ( BSE - A / NSE - EQ) > Enter scrip name > Go Step 11 : Market watch created Click here for INDEX

48