angle eye portfolio tracker with online trading
TRANSCRIPT
Angle Eye Portfolio tracker with online trading
Registration
Register for Angel Eye from here.
Angel & non-Angel clients can register and benefit from
the application
Registration for Angel clients
For Angel clients.
Enter client code & mobile or PAN
no.
Registration for Non Angel clients
Registration for non- Angel clients.
Enter your mail id and other details and click on
submit.
Login for Clients
Angel Clients can login here with their client code .
Non Angel client can login with email Id
Dashboard
Asset allocation & equity sector allocation
Latest news
Shows net worth /equity worth.
Graph shows last 3 months performance of
holdings.
Latest recommendations by Angel.
Feature to chat with our advisors and helpdesk
team
Click portfolio level and select your / family
portfolio.
Portfolio- Equity
Portfolio shows Equity holdings.
Click on the dropdown to selected view Holdings, P&L,
& their views Click on “add” to add scrip.
Utilities- FAQ’s, printout, export to
excel.
The small icons below co. name are Chart, Research, News ,Corporate
actions, Alert
Click “all transactions” or “off market transactions”
to view details.
Transaction history
Transactions of the scrip can be viewed on clicking the quantity
Company snapshot
Click on company name to view company snapshot
Profit & Loss
Select options from here to view P&L / CA etc.
Portfolio- Mutual Funds
Portfolio- Derivatives
Portfolio- Commodity/Currency
Portfolio- Loan
Portfolio- Fixed Deposit
Portfolio- Insurance
Portfolio- Real Estate
Model Portfolio
Compare the model portfolio with actual portfolio from
here.
Asset allocation
Asset allocation of client portfolio.
Performance chart
View Available Funds
Check available funds on your account
View Available Funds
Total available funds on your account
Market Watch
The Market watch displays your added scrips with live
rates from where you can trade by selecting scrips.
Market Watch
Create a new market watch and add your selected scrips.
Market Watch
Select newly created market Watch to add scrips.
Market Watch
Add your scrips.
EQUITY TRADE
Select the scrip for which you want to trade, right
click with your mouse and select trading options.
EQUITY TRADE
Enter quantity, price, price type and click Submit button to execute the
trade.
Current DP holding of entered stock
Available Limit
Best 5 Bid Qty, bid price, bid quantity and
ask price for both exchange NSE and
BSE.
EQUITY TRADE
Select the scrip for which you want to trade, right
click with your mouse and select trading options.
EQUITY TRADE
Enter quantity, price, price type and click Submit button to execute the
trade.
F&O TRADE
Add F&O scrips in market watch
Select the scrip and right click from your mouse to buy/sell.
F&O TRADE
Enter quantity, price, price type and click Submit button to execute the
trade.
Research Summary
Angel Research
Click on “report type”
Research- Stock Screener
This tab is ‘stock screener’ wherein you can view sector wise data, MPCAP,
Ownership details for Qtr / Year.
Research- Interactive chart
Input Co. name, select BSE / NSE and click ADD button to view
chart.
Select month / year from the options given.
Watch List
Create a Watch list of your favourite stocks .
View various details upon clicking the dropdown.
Research- Knowledge Center
This page contains the FAQ’s on general queries
.
News Flash
Go to research and select “news
flash”.
Back office This shows the
snapshot details of the portfolio.
This section displays your contact and other information
available with Angel
Utilities- Alerts>Script
Utilities- Calculator
Utilities- Add Family
You can add your family members from here.
ACCOUNTING & TAXATION
Module to calculate your IT returns
Module to assist in personal accounting
Contact Us
Following are our contact details:• Angel Eye Desk
Call us at 33551111* [*Dial your nearest branch STD code – local charges applicable]
[* Select your language and dial 4 for direct Angel Eye helpdesk]E-mail us at ([email protected])Contact us through our website (www.angelbroking.com/angeleye)
* Partners DeskCall us at 33551111* (Use Option 7) / 022-39357700 Dial your nearest branch STD code – local charges applicableE-mail: [email protected]
THANK YOU
Published in FY 2013. © Angel Broking 2013-14
Angel Broking All rights reserved. Corporate Office: 6th Floor, Ackruti Star, Central Road, MIDC, Andheri East, Mumbai – 400 093, IndiaTel.: +(91) 022 3935 7600
The information given herein or in the accompanying material is intended only to be general information relating to the organization, structure, functions, areas of business, potential and scope of Angel Group of companies, which expression may as the context requires include the holding company, subsidiary companies and their affiliates, or any or all of them, variously referred to as “Angel Broking”, “Angel Group”, “Angel” or the “Group” or the “Company” and while every effort has been made to ensure the accuracy and completeness of the information given, neither the group companies, nor any of their Directors, Members, employees, servants or agents make any guarantee or assume any liability for any errors or omissions in the information furnished. It is further made clear that nothing stated or anything omitted to be stated in this document can constitute a ground for any claim, demand or cause of action against the company or any of its Directors, Members, employees, servants or agents.