Client User Manual

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 Contents

1. Client Login Screen ......................................................................................................................................................................... 4

2. Dashboard and other features...................................................................................................................................................... 11

3. Market Depth................................................................................................................................................................................ 18

4. Combined Market Depth .............................................................................................................................................................. 19

5. Option Chain ................................................................................................................................................................................. 20

6. Symbol Information (Scrip Info / Contract Info) ........................................................................................................................... 21

7. Top Gainers & Losers .................................................................................................................................................................... 22

8. Most Active Security ..................................................................................................................................................................... 23

9. Market Movement ........................................................................................................................................................................ 24

10. Place Order Entry in any segments ............................................................................................................................................... 25

11. Order book, trade book, net position and holdings (reports) ...................................................................................................... 32

12. Place BULK order in any segment ................................................................................................................................................. 35

13. Charts ............................................................................................................................................................................................ 39

14. Message Log (Order Message / Exchange Message / Angel Message) ........................................................................................ 41

15. Market Status................................................................................................................................................................................ 42

16. Funds View ................................................................................................................................................................................... 43

17. Fund Transfer ................................................................................................................................................................................ 44

18. Preferences ................................................................................................................................................................................... 45

19. Web Links ...................................................................................................................................................................................... 47

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20. Application Shortcuts.................................................................................................................................................................... 48

21. Export/Import of Scrips in Watchlist ............................................................................................................................................ 51

22. EDIS MODULE ............................................................................................................................................................................... 52

23. Pledge and Un-pledge ................................................................................................................................................................... 55

24. Required and Available Margin view on Order entry……………………………………………………………………………………………………………….58

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1. CLIENT LOGIN SCREEN

1.1 Login Screen:

1. Please enter valid trading/client code and password to login into “TradeNXT” Application.

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1.2 Forced to Change Password Screen:
1. The first time you log into the application login, it will ask you to set a new password
2. Please change it and set a new password
3. Whenever you want to change your password, go the following path. Path: Tools → Change Password

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1.3 Forget Password/Reset New Password Screen:-
1. Open TradeNXT EXE.
2. On the Login Screen, Click on “Forgot Password?” option below ‘Proceed’ button.
3. After that “Reset Password” window will arrived and user has to insert valid Trading ID & Registered PAN/Mobile No.
4. Click on the Submit button. (New Password will be received to Registered Mobile No. & Email Id).
5. On click “OK” button on ‘Password Reset Successfully’ window, it will redirect to main login screen.
6. On the Main Login Screen, enter valid Trading ID & New Password received on the Registered Mobile No. or Email Id. then
click on the Proceed button.
7. After inserting received new password, that password get expired and application asked to set new password.
8. Again enter received new password in the Password textbox.
9. Enter new and confirm password with Alphanumeric in New Password & Confirm Password textbox then click
on Proceed button (eg- abc123).
10. Log in TradeNXT EXE with the New Password.

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2. DASHBOARD AND OTHER FEATURES
 All menus will display top most bar of the Exe
 ALT+A key will be short key to select Angel Icon on the main menu bar and further navigation to menus and sub-menus will
happened with the help of Navigation keys(i.e Upper, Down, Left, Right arrow key)
 Shortcut menus for immediate action (Buy/Sell, Watchlist, Reports etc.) will display below the main menu.
 Login ID, Current Date and Time, Nifty and Sensex will be displayed in the extreme right of the window
 You can add a scrip by pressing CTRL + S (shortcut key)
 You can also create a new market watchlist “Manage Watchlist” in the extreme right of the window.
 The search result should be displayed in the result area after typing a minimum of 2 letters of the scrip
 Advanced search screen contains Buy, Sell, Add Scrip, Best 5 and Charts
 Able to open maximum 5 watchlist at a time and can view all the 5 simultaneously.

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Setting, Maximize and Close Option:- On Watchlist Window there is three option icons on right most corner of window.

1. Setting:- Will display all the setting regarding Watchlist Window.

2. Maximize:- To Maximize Watchlist Window.

3. Close:- To Close Watchlist Window.

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2.1 Advanced Search Screen:

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2.2 Docking:
 User can able to Disable and Enable Docking with option in Menu.
 Menu  Tools  Disable Docking

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2.2Connection status Indicator:

On top slightly right side there is connection indicator which shows the status of connection.

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3. MARKET DEPTH
 Market Depth window of Equity/Commodity/Currency/Derivatives scrips from the market watch window
 To open Market Depth, please press F5 or go to Market → Market Data/Market Info → Market Depth from the menu

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4. COMBINED MARKET DEPTH
 It is the combined depth of NSE and BSE
 Press CTRL + F5 to open combined market depth
 You can open the same from the menu by going to Market→ Market Data/Market Info → Combined Market Depth
 You can place the order by pressing F1 and F2 shortcut directly from here

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5. OPTION CHAIN
 You can open Option Chain Window from Menu  Market  Option Chain and
 In Watchlist, select any scripon mouse Right-Click and select Option Chain
 We can change Scrip and Expiry in Option Chain window and able to place Order via same window.
 Order placing functionality and short to open order entry window is same.

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6. SYMBOL INFORMATION (SCRIP INFO / CONTRACT INFO)
 Get complete scrip/contract information in one window for detailed information about market synopsis
 Press Shift + F8 to open the scrip/contract information or right click the mouse or keyboard to open it

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7. TOP GAINERS & LOSERS
 You can see the Top Gainers and Losers amongst the scrip from all segments
 The result is displayed according to the instruments or indices selected
 To open, go to Market → Market Data/Market Info → Top Gainer/Losers menu

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8. MOST ACTIVE SECURITY
 You can see the Most Active Security amongst the scrip from all segments
 The result is displayed according to the instruments or indices selected
 Press SHIFT + F10 to open Most Active Securities
 To open, go to Market → Market Data/Market Info → Most Active menu

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9. MARKET MOVEMENT
 You can open the Market Movement window of the selected scrip from the market watch window to analyze the market
variations according to the selected time interval
 There is a provision to select time intervals of 1 min, 5 mins, 10 mins, 15 mins, 30 mins or 60 mins
 Press SHIFT + F12 to open Market Movement
 To open, go to Market → Advanced → Market Movement

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10. PLACE ORDER ENTRY IN ANY SEGMENTS

 You can open Order Entry window using shortcut keys - "+" or "F1" for Buy and "-" or "F2" for Sell
 Open the Order Entry window for placing the Buy/Sell Order in Equity/Derivatives/Commodity/Currency scrips
 You can select and change action (Buy/Sell) in the same order entry window
 On the right hand, you can see the Best 5 and other details of scrip

Buy screen for Equity:

Sell screen for Equity:

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Buy Stop Loss order screen for Equity:

Sell Stop Loss order screen for Equity:

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Buy screen for Futures:

Sell screen for Futures:

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Buy Stop Loss order screen for Futures:

Sell Stop Loss order screen for Futures:

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Buy screen for Options:

Sell screen for Options:

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Buy Stop Loss order screen for Options:

Sell Stop Loss order screen for Options:

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Setting, Minimize and Close Option: On Order Entry Window there is three option icons on right most corner of window.

1. Setting:- Will display all the setting regarding Order Entry Window.

2. Minimize:- To Minimize Order Entry Window.

3. Close:- To Close Order Entry Window.

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11. ORDER BOOK, TRADE BOOK, NET POSITION AND HOLDINGS (REPORTS)

 You can view “Placed Orders” in Order Book

 Press F3 to open Order Book

 You can view “Executed/Traded” orders in Trade Book

 Press F8 to open Trade Book

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 You can view “Position” in Net Position
 Press ALT + F6 to open Order Book

 You can view “Holdings” in Net Position

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Setting, Minimize and Close Option: On Reports Window there is three option icons on right most corner of window.
1. Setting:- Will display all the setting regarding Reports Window.

2. Minimize:- To Minimize Reports Window.

3. Close:- To Close Reports Window

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12. PLACE BULK ORDER IN ANY SEGMENT

 You can open Bulk Order Entry window using shortcut keys CTRL+ALT+F6 or from Menu  Trade  Bulk
 Open the Bulk Order Entry window for placing the Buy/Sell Order in Equity/Derivatives/Commodity/Currency scrips
 From Bulk Order Entry Window you can place order in multiple scrips and in multiple segment simultaneously on single click.
 In this window you can add single-single scrip and send all to exchange by click on “Submit” button.
 You can create a bulk file with N numbers of order and simply load the same file and click on “Submit” button, multiple order
can placed at single click.
 You can Delete and Modify any order in this window only before it get submit i.e. in N Submitted status. Once Order status
get Submitted you can do any action on those order.
 Member to re-login the application if he wants to clear all the submitted order from BULK Order Entry Window
 Below are the some Screen shots of Bulk Order Entry window:-

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13. CHARTS

 You can open the chart window of the selected scrip from the watchlist window to analyze market variations according to the
selected timeframe
 Press CTRL + I to open Charts
 Chart window displays a chart of different time intervals, i.e. 1 min, 5 mins, 10 mins, 15 mins, 30 mins, 1 hr, 4 hrs, 1D, 1W,
1Mon, etc.
 You can see the saved chart by going to “View”
 You can select the different chart style by going to “Display”
 You can select different studies for understanding charts and taking decisions
 You can open multiple scrip charts and it will get adjusted in the docking section
 The charts get saved with workspace so you can see same scrip chart on re-login

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14. MESSAGE LOG (ORDER MESSAGE / EXCHANGE MESSAGE / ANGEL MESSAGE)

 You can view all the important messages in the “Message Bar” on the bottom of the exe
 Order Message (OM) displays the message regarding orders placed.
 Exchange Message (EM) displays the message received from the exchange
 Admin Message (AM) displays the message received from the Admin Terminal
 There is a provision to expand and collapse the Message Bar

Order Messages:

Exchange Messages:

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15. MARKET STATUS
 User can see the market, i.e. Open or Closed
 The ‘Market Status’ window open from Market → Other Info → Market Status.

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16. FUNDS VIEW
 You can view all the details of the Funds (Debit or Credit)
 The ‘Fund View’ window opens from Reports → Fund Details

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17. FUND TRANSFER
1. Click on “Add Funds” button

2. You get landed to below mentioned web page, Enter the valid amount and click on “Pay Now”

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18. PREFERENCES
 User can set his own preferences of colors and fonts for customized display
 Navigation Path for Preferences is Tools →Preferences
 Navigation Path for Customize is Tools →Customize

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19. WEB LINKS
 User can access important websites from the application
 Web links are accessible from Help → Web Links

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20. APPLICATION SHORTCUTS
 Shortcut Keys are accessible from Tools → Shortcut Keys.

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21. EXPORT/IMPORT OF SCRIPS IN WATCHLIST

Export/Import of Scrips from ODIN to Trade NXT:

1. User can Export/Import watchlist from ODIN to TradeNXT Exe (uTrade)

2. Export ODIN watchlist in csv file format and save it to local machine
3. Export existing watchlist from TradeNXT Exe, right click on the open watchlist and select “Export Market Watch to xls” option
and save it to local machine
4. Copy the following fields from ODIN csv file to TradeNXT Exe file to import existing watchlist
Required ODIN Watchlist TradeNXT Exe
Remarks
Columns format Watchlist format
1 Exchange Exchange For Example:
1. For NSE EQ exchange, insert Market as NSECM
2. For NSE FO exchange, insert Market as NSEFO
3. For NSE Currency exchange, insert Market as NSECDS
4. For BSE EQ exchange, insert Market as BSECM
5. For MCX exchange, insert Market as MCX
6. For NCDEX exchange, insert Market as NCDEX

2 Symbol SYMBOL Symbol Name

5. To import existing watchlist in TradeNXT Exe, open new watchlist in TradeNXT Exe. Right click on new open watchlist and select
“Import from xls” option

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22. EDIS MODULE

 EDIS Module:- EDIS module is consist of EDIS TPIN Authentication from CDSL website at a time of selling there Holdings only
for the client who has not submitted their Power of Attorney (POA) to their respective broker.
 Client will received TPIN on Registered Mobile Number and Register E-mail ID.
 If the client has submitted their POA to broker there is not such EDIS TPIN Authentication for them.
 If Non-POA client tries to selling the stock(s) in Delivery product type from Watchlist/ Net position/ Market Depth or from
any other windows and the same stock(s) is available in holding then the system should ask CDLS EDIS Authentication. \

 If Non-POA user place the sell order has to follow the below mentioned flow:-

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 If Client know there TPIN can directly click on “Proceed” button else can regenerate by clicking on “Regenerated TPIN”
button. Once received TPIN will remains active till next 90 days (including current day).

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23. PLEDGE AND UN-PLEDGE

 Pledge Securities will accessible from Trade → Pledge Securities.

 This button (Pledge Securities) will be shown only on client login.
 Pledge Securities is used to pledge there Holding at the broker ends and the broker will provide eligible fund for trading.
 If the client has to pledge their holding has to follow the below mentioned flow:-

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 After clicks on “Increase Margin” button, Authentication mail will get send to register mobile number and on register E-Mail
ID carrying authentication link. User has to click on that link have to provide approval for pledging the stock on before 10 PM
of current day.

 All the status of Pledge and Un-Pledge stock details will display in this “Holding Transaction” window.

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 Client has to click on this “Withdraw” button to Un-Pledge the stock, in this window the previous pledged stock will display
and client can simply click and un-pledge the stock and the amount for this activity will deduct from trading amount with-in
24 hours.

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24. REQUIRED AND AVAILABLE MARGIN VIEW ON ORDER ENTRY
1. The required and available margin view is now available on Order entry itself.
2. The required margin gets changed on the real time basis according to the insert Quantity/Lot’s.

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