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ProCLiCK User Guide Copyright © 2011,PT. Profindo International Securities

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Page 1: profindo.comprofindo.com/content/uploads/2014/02/user guide.docx  · Web viewEasy to use, flexible and fast access to market information or arrange a personal portfolio

ProCLiCK User Guide

Copyright © 2011,PT. Profindo International Securities

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Introduction

PROFINDO ONLINE TRADING

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ProCLiCK Online Trading

PT. PROFINDO INTERNATIONAL SECURITIES

We introduce ProCLiCK

ProCLiCK Point

ü Easy to use, flexible and fast access to market information or arrange a personal portfolio.

ü Keep a portfolio of customers with a highly Security.ü Displays the actual market information and up to date.ü Using real time data as the basis for the calculation of the customer portfolio.ü Have a meaning, add insight and professionalism of its customers, in every

appearance.ü Have a complete analysis (Chart and Financial Statements) and give appropriate

recommendations to the customer trading patternsü Technical Analysis (Charting System) completes with Trending and Non-Trending

Indicator.ü Sending several orders or all that customers want at once to JATS.ü Displays the screen of buy or sell orders, amend, withdraw easily and quickly.ü Get alerts that customers expect, directly on the computer screen.

ProCLiCK Facilities

ü Actual news from IQ+ and Research Analyst Team at PT. Profindo International Securities.

ü Direct interaction with Research Analyst Team of PT Profindo International Securities using Pro Messenger (YM, MSN, FB, Twitter, Google Talk).

ü Our Helpdesk and Relationship staff, ready to answer your technical questions or questions about online trading and help you to solve a technical problems in using or installing ProClick applications.

ü Free regular workshops, every month, on thursday at 2nd week or Saturday at 3rd week of the month.

ü Customers can manage their own viewer to display as a default or favorite workspace.

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Getting Started

ProCLiCK Login ScreenFirst Time Login

Running Application

Double click Icon ProClick

To be able to use PROCLICK, users must login first by entering PROCLICK User ID and Password, then click the Login button. After successful login, the user can access the menus in PROCLICK but does not include the My Account menu. Users can get PROCLICK User ID and password by registering at www.profindo.com.

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ProCLiCK Workspace

Menu

Menu displays all the features provided in PROCLICK. PROCLICK menu consisting of: Log, Workspace, My Account, Market Info, Info Broker, Stock Info, Research, Customer Service, Help. Explanation of each the menu will be explained in next section.

Find View

Find View is used to access the menu PRO CLICK by using numbers. List of numbers can be seen in the Short Cut menu

Indikator Koneksi Internet

Indicators Internet connection to view the status of Internet connection on PROCLICK.

ButtonCopyright © 2011,PT. Profindo International Securities

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Showing a group of shortcuts that can be used to open a window and standard templates are short and fast.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

1. Button to open the Buy Order Form or can be accessed with the [F2] 2. Button to open the Sell Order Form or can be accessed with the [F4]3. Button to open the Amend Form can be accessed with the Ctrl + A4. Button to open the Withdraw Form can be accessed with the Ctrl + W5. Button to open the basket Order6. Button to open the My Portfolio menu can be accessed with the [F5]7. Button to open the menu Order List8. Button to open the menu Alert9. Button to open the menu Running Trade 10. Order Book menu button to open the Book Trade11. Button to open the menu Chart12. Button to open the menu Pivot Calculator13. Button to open the menu Active Stock14. Button to open the menu Default 1 workspace15. Button to open the menu Default 2 workspace16. Button to open the menu Default 3 workspace

Ticker

Ticker Composite Stock Index data showing the Indonesia Stock Exchange (IDX), a major regional indexes, foreign exchange rates, and prices for some commodities world.

Major ForexList of Major Forex is available:1. USD – JPY2. AUD – USD3. USD – IDR4. EUR – USD5. USD – CHF6. GBP – USD

KomoditiCommodity lists are available:1. Brent Crude2. WTI Crude3. Nature Gas4. Copper5. Gold Future6. Silver

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Info IDXShows the price movement of the Indonesia Stock Exchange Index complete the transaction value and number of frenkuensi.1.IDX : shows the value of joint stock index2.Chg : Shows index changes in both numbers and percentages3.O : Shows joint stock index during the opening exchanges4.H : Shows the highest composite stock index5.L : Shows the lowest composite stock index6.C : shows joint stock index at the this time7.Val : Shows the total value of transactions in the stock exchange8.Vol : Shows the total volume of transactions in the stock exchange9.Frq : Shows the total frequency of transactions that occur in the stock exchange10. : Shows the total shares rise currently11. : Shows amount of shares are down currently12. : Shows amount of shares that does not move at this timeInfo Index Regional

Shows the value and price changes Regional Index. Regional Index lists are available:1. Dow Jones2. Nasdaq3. Nikkei 2254. S&P5. Hongkong6. UK FTSE7. Singapore8. GermanyDAX9. Shanghai

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ProCLiCK Menu

Login Menu

Login Pin Trading

Is to do the login menu to open the menu related with the portfolio and transaction activity. (Menu 'My Account')

Pin Trading is received the customer after the Account Opening Form is approved by the management of PT. Profindo and the beginning deposit has been received by the PT. Profindo. Shipping Pin Trading through a personal email client.

Logout Pin Trading

Is the menu to exit or close the menu associated with the portfolio and transaction activity. (The 'My Account').

NOTE : System will be automatically Logout PIN Trading if no activity for 5 minutes

Change Password

Is a menu to change the password to get into the application according with the wishes of customers. We recommend that the customer regularly change passwords to maintain the confidentiality of the application.

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Change Pin Trading

Is a menu to change the PIN Trading. Customers can go to My Account menu and replace it with the customer desires. We recommend that the customer to change PIN Trading routine to maintain confidential.

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Workspace Menu

New Workspace

New function to create a new workspace. Workspace is used to place the window that contains the features ProClick according with the wishes of customers.

Open Workspace

Open function to open a workspace that has been previously saved by the the

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customer.

Close Workspace

Function to close the currently active workspace or used by the customer

Save and Save As Workspace

Save and Save As function to save the workspace that contains the features selected and arranged by the the customer. Special Save As customers are able to give a name for the workspace to be saved.

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Set As Default

Set As Default to specify the workspace to be opened first at the ProClick opened.

Show Caption

Show Caption is used to display or hide all the titles in the window. Signs indicate the title display, and the opposite.

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Show Up Ticker

Show UP Ticker function to show or hide the top ticker. Signs √ indicate the ticker is showing, and the opposite.

Show Down Ticker

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Show Down Ticker function to show or hide the bottom ticker. Signs √ indicate the ticker is showing, and the opposite

Show Tool Bars

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Show Toolbar function to show or hide ticker. Signs √ indicate the ticker is displayed, and opposite.

Shortcut

Shortcut facilitate and accelerate user access to features PROCLICK. By pressing certain keys such as function keys [F1] - [F12] or key combination [Ctrl] and the letters / numbers. Customer is allowed to make their own short-cut as you wish.

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My Account Menu

Order Buy

Quick Order

This menu gives easy to open the order form Buy, Sell, Amend and withdraw it in a window.

Buy a menu that is available for purchase orders. How to use it is to enter a code share on the Stock column, the stock price on the Price column, and the number of lots in the Lot column, then click Send. After a confirmation window will appear, click OK to continue or Cancel to cancel. If the order is sent, confirmation will appear "order sent succesfully".How to place an order to buy is by clicking the My Account menu, then select the Buy Order, or by pressing the F2 key.1. Stock : contains the name of the shares to uy.2. Price : include the price of shares to buy.3. Lot : contains a amount of lots to buy.4. Client Id : contains the client code ProClick5. Market : contains selection on the stock market type, regular (RG) or cash (TN).6. Repeat : selection to send repeat order.

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Order Sell

Sell a menu that is available to do the selling orders. Its use is the same as the Buy menu. How to do the selling order is by clicking the My Account menu, then select Order Sell, or by pressing the F4 key.

Amend Order

Amend is the menu used to change the price or lot in order to buy or sell. How to use it is to choose the order that will amend and change the price (if the price you want to change) or change a lot (lots if you want to change), then click Send. After a confirmation window will appear, click OK to continue or Cancel to cancel. If the order is sent, confirmation will appear "order sent succesfully". The way to amend the order is by clicking the My Account menu, then select Amend, or by pressing Ctrl + A.

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Withdraw Order

Withdraw the menu to cancel the order either to buy or sell. How to use it is to click the stock code that you want to cancel until the sign of v and then click Send. After a confirmation window will appear, click OK to continue or Cancel to cancel. How to withdraw an order is by clicking the My Account menu, then select Withdraw, or by pressing Ctrl + W.

Order List

Order List is a menu that indicates the buy or sale orders that are still open. If the user has full order done / full match then it will move to the menu Trade List.

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My Portfolio

My Portfolio is a menu that displays the user's information portfolio, either cash or stock.

Additional Information:

· Client ID : User account number.· Cash Balance : number of funds owned by the user if positive, if negative then the

user has the obligation.· Collateral Value : Hair cut value of shares owned by current user· Market Value : buy value of shares owned by the user· Buy Value :

- Order : The value of Purchase Order that has been executed either still open and had match at this time

- Open : The value of open buy orders at this time- Done : The Trade buy current value

· Sell value : - Order : The value of Sell Order that has been executed either still open and had

match at this time- Open : The value of an open sell order at this time- Done : The Trade Sell current value

· Ratio : is a tool that is expressed in arithmetical terms that can be used to compare between the cash collateral balances and stock

Order Tracking

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Menu that allow users to search a queue of orders already executed. Users must fill in Order No. Stock and B / S.

Basket Order

Accommodate all orders you will send to JATS, to be executed at once or according to your wishes.

Market Info Menu

Indices Sector

Indices Sector is a menu that displays the last price (Last), price changes either in points or percent (Change), the highest price (High), the lowest price (Low), the opening price (Open), the closing price the previous day (Prev) , the total transaction value (T value), the total transaction lots (Lot T) and total frequency of transactions (T Freq) of

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various sectors and indexes contained in IDX. In this menu the user can also look at stocks that are on each sector or index, by double-clicking on sector / index selected.

Indices Sector Members

Indices Sector Members is the menu that displays the last price information (Last), price changes in both point and percent (Change) In this menu users can view each of the stocks that are on the index contained in IDX.

Market News

Market News is a menu that displays the economic news, corporate, and stock exchanges collected from the various sources.

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Market Summary

Market Summary is a menu that displays summary transaction information buying and selling stocks that traded exchange with a certain period of time.

Running Trade

Running Trade is a menu that displays the last trading transactions that have occurred in the stock.

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Regional Index, Commodity, Forex

Regional Index, Commodity, Forex is displays information about the stock index - the world stock, commodity prices, and major forex

Broker Info Menu

Active Broker

Active Broker is a menu that displays information brokers overall rank order, can be based on value, volume, and frequency for the day

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Broker Transaction Detail

Broker Transaction Detail is the menu that displays the entire buying and selling transactions conducted by brokers. Users can choose to view the Buyer (buy), Seller (sales), or Both (purchases / sales).

Broker Summary

Broker Summary is a menu that displays summary transaction information buying and selling stocks that trade at a broker and certain period of time

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Broker History

Broker History is a menu that displays the transaction information buy and sell stocks that are trading at a brokerage and certain period of time.

Stock Info Menu

Active Stock

Active Stock is a menu that displays the rank order based on the overall stock value, Copyright © 2011,PT. Profindo International Securities

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frequency,% gain, and% low for the day.

Personal Quote

Personal Quote is a menu that serves as a grouping of various stock selection the user. Personal quote the user can save and can be converted into a form of MS Excel

Order Book

Order Book is a menu that function to see the offer buy / sell a stock type information along with the last price (Last), the closing price the previous day (Prev), price changes either in points or percent (Change), the opening price (Open), price the highest (High), the lowest price (Low), the average transaction value (Avg), the queue buy / sell the lot in every price, and amount of each buy / sale, the total lot, the frequency at each price.Description section:· o BLot : large amount of lot purchased.· o BPrice : queue the purchase price.· o OPrice : queue selling price.· o OLot : large amount of lot sell.

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· o Price : Price.· o Tlot : total lots buy and sell.· o TFreq : total order frequency.·

Stock Transaction Detail

Stock Transaction Detail is the menu that displays the transaction buy / sell a shares that starts at the opening until the closing exchanges.

Stock Summary

Stock Summary is a menu that displays summary transaction buy / sell for one type of stock and at a certain period.

Stock History

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Stock History is the menu that displays the historical price, frequency of transactions, amount of lots in the transaction, and the value of one share at a certain period.

Stock Trade By Foreign Summary

Stock Trade By Foreign Summary is a menu to find out number of transactions done by foreign customers in selected shares.

Top Buyer / Seller

Top Buyer / Seller display a real time price queuing of buy and sell in the market, average price and top buyer / seller filtering.

Alert Setting

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Alert Settings menu is to give a warning when customers enter shares at a specified price.

Research Menu

Emiten

Corporate Action

Corporate Action is a significant issuer of activity and affect both the number of shares outstanding or the market price moves. Decision corporate action must be approved in

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a general meeting of both the AGM (Annual General Meeting of Shareholders) or EGM (Extraordinary General Meeting Extraordinary), it is important for policy to be taken in addition will affect the amount and the existing market price will also affect the holders shares, so that shareholder approval is essential to efectivenya an action.Within this form there is information about some common policy on doing is rights issue, StockSplit, Issue Bonus Distribution, dividend either in cash or stock, Initial Public Offering and listing such additional private placement, the conversion of shares of both warrants, rights or bonds.

Company Profile

Companny Profile is form provides information about each share financial data and company background

Analysis

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Market Update

Market Update is Actual news from research analyst team from PT. Profindo International Securities and market info vendor.

Warrant Analysis

Warrant Analysis is information such as Exercise Price, Listed Share, Listed Date, Expired Date and Market Comment.

Technical Analysis

Daily Chart

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Daily Chart is a menu to display the chart the up and down of a stock transaction for today only.

Indices Chart

Index Chart is an interactive line chart that shows percentage changes for a collection of time-series based on a selected index point.

Comparison Chart

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Comparison Chart is chart to show the comparison of several stock prices and stock sectors indices simultaneously.

Calculator

Trading Calculator

Trading Calculator is a menu that helps the user to perform the calculation of the gain / loss and transaction limit quickly.

Pivot Calculator

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Pivot Calculator is a menu that displays the calculation to determine the area of support (Support I - III) and area resistance (Resistance I - III) of a stock, market direction and condition, etc

Corporate Action Calculator

Corporate Action Calculator is to facilitate clients to calculate the menu price and number of shares held if any of the issuer's corporate actions like rights issues, warrants, stock split, reverse stock automatically.

Customer Service Menu

Complain / Suggestion

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Complain / Suggestion is a menu to write a complaint and advice about the applications and online trading services.

Stock Withdrawl

Cash Withdrawal is the menu to make shares withdrawals. Users must fill the date, number, pin trading and choose the account owned at other broker.

Cash

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Cash Withdrawal

Cash Withdrawal is the menu to make cash withdrawals. Users must fill the date, number, pin trading and choose the bank account owned.

Cash Deposit

Fund Deposit Form is a form that serves to inform the customer service Proclick about client deposits that have been done.

Convertion

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Warrant Convertion

Warrant is an option issued by a company that entitles its holder as a bonus to be traded or redeemed shares of the parent at a price and a predetermined time period.For the redemption of warrants into shares just simply fill out and send to us with this form by pressing send button

Right Convertion

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Rights issue is one form of corporate action taken by the company when they want to release / sell shares to the public (IPO = initial public offering). Mechanism, the company sold the rights to purchase to the public / existing shareholders, so that the holder the right to buy at a predetermined period are entitled to buy shares in accordance with a predetermined price.For the redemption of Right into shares just simply fill out and send to us with this form by pressing send button

Help Menu

Manual Book

Manual book is a guide that will allow you to learn online trading ProCLiCKYou can download ProClick manual book in PDF format from our website www.profindo.com

About Us

PT. Profindo International securities is a securities brokerage firm located in :Permata Kuningan building 19th Floor,at Kuningan Mulia Kav 9c.Jakarta Selatan For more detail please visit our website at www.profindo.com

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