1.Introduction

Investmentz Trading is what we call  our trading platform.

Presently on Investmentz, you can trade in Equity, F&O and Currency on NSE & BSE.

Investmentz works well on Windows and the version for MAC/LINUX is currently not stable.  This would require internet speeds of at least 256 kbps and 512 Kbps for optimum performance. Since it is a software version, you will not be able to use it if you are working in an office where you are not allowed to install external programs or if there are firewalls blocking streaming quotes.

 

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2.Login

Step 1: If you are new to our trading platform, you may click on Login option available at the top-right corner on our website shown in the image below.

 

 

Post that you will be directed to our trading platform as shown below. As a first time user, you will need to click on the First Time Login option in order to create your login credentials.

 

 

Post that a pop-up will appear where you will have to enter the UCC (user client code) which you would have received with the registration kit. After entering UCC you are required to enter the registered mobile number on which you will receive a 6 digit OTP as shown in the image below:

 

 

Step 2: Enter the 6 digit OTP which you have received on your registered mobile number. The OTP will be valid for 3 minutes (180 seconds). If for any reason you didn’t receive the OTP you can click on Resend OTP, you will receive the OTP on the registered mobile number and you have to enter the OTP in the given space as shown in the image below :

 

 

Step 3: The UCC will be auto filled. Investmentz allows its users to create their own Login id. A password needs to be entered which should be 8-15 string Alphanumeric, you have to Re-Enter the same password for confirmation. As you can see Investmentz have a secure login for which it follows 2-factor authentications. You have to enter a 4-digit M-pin every time you login. Look at the image below:

 

 

Step 4: After entering the required fields, a success message will pop up as shown in the image below:

 

 

Step 5: After completing the First Time Login process. You can login from the Investmentz Trading home page. Enter the Login id and password which was created by you in First Time Login process and click on Login. Look at the image below:

 

 

Step 6: As an authentication measure, you now have to enter the 4 digit M-pin which was created in First Time Login process and after entering the M-pin in the required field you will be logged in as shown in the image below :

 

 

Post this step, you have successfully logged in to the Investmentz Trading portal and can begin trading.

Kindly refer to the video below

 

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2.1.Forgot M-pin?

If you have forgotten the M-pin you will not be able to login. You can reset your M-pin easily by following the below mentioned steps.

 

Step 1 : Click on Forgot M-pin

 

 

Step 2 : After clicking on forgot M-pin you will be asked to enter the Login Id and the Registered mobile number as shown in the image below :

 

 

Step 3You will receive 6 digit OTP on the Registered mobile number which you need to enter in the given space.The OTP will be valid for 3 minutes (180 seconds).If you don’t receive the OTP you can click on Resend OTP.  Look at the image below:

 

 

Step 4 : You can now create a new 4 digit M-pin. For confirmation you have to re-enter the M-pin and click on submit as shown in the image below :

 

 

Step 5 : A confirmation message will pop-up on creating a new M-pin successfully. Look at the image below.

 

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2.2.Forgot Password?

You can reset your passwords easily by following the below mentioned steps:

Step 1 : Click on Forgot your password? shown in the image below:

 

Step 2 : Enter the login id and the registered mobile number and click on submit as shown in the image below:

 

 

Step 3 : You will receive 6 digit OTP on the Registered mobile number which you need to enter in the given space. The OTP will be valid for 3 minutes (180 seconds). If you don’t receive the OTP you can click on Resend OTP. Look at the image below:

 

 

Step 4: You can now create a new 8-15 string alphanumeric password. For confirmation you have to re-enter the password and click on submit as shown in the image below:

 

 

Step 5: A confirmation message will pop-up on creating a new password successfully. Look at the image below:

 

 

 

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2.3.Force Logout

Incase you have already logged into your account and have forgotten to logout or have closed the trading tab on your browser without logging out, you will continue to be logged in to your account.

In such a case, when you try to login again with your credentials, you will be asked to force logout and the process for the same is as follows.

 

Step 1: Enter the login credentials created by you during the First Time Login process:

 

 

Step 2Logout from the previous sessions by clicking on Yes in the pop-up which appears below

 

 

Step 3: You will be then asked to enter your 4 digit M-pin

 

 

Enter your M-Pin and click on Submit. You will be able to successfully login back into your account and begin trading.

 

Kindly refer to the video below

 

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3.Landing Page

After you have successfully logged into your account, you will see a page with 4-5 investment options appear. Click on Trade Now to proceed to the investmentz.com trading platform shown in image below.

 

 

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4.Market Watch

As you must all be aware, a marketwatch is the screen where you can watch the price of stocks/F&O/currencies live. Here, we will discuss how to setup the marketwatch on Investmentz Trading Platform and also how to add various scrips to the marketwatch.

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4.1.How to create a Market Watch?

Select Watchlist tab from header.

 

 

Step 1: If you want to create the new watchlist then click on “add new” 

 

 

A pop-up appears where you must enter the Name of the Market Watch that you want to create like “My Best” and click on save button. You have an option of setting this watchlist as your default watchlist. In order to set it as default, click Yes or else click No and click on Save button. Refer the image below.

 

 

Now your watchlist gets added in the dropdown list. If  you want to add new scrip in the existing watchlist then  you can select the existing watchlist name in which  you want to add the new scrip.

You can also delete the watchlist by clicking on “Delete” button.

 

Step 2: To add scrips in your watchlist, select the watchlist and then select the exchange and segment.

 

 

 

Step 3:  If you wish to add a scrip in the Cash segment, search the scrip and click on “ Add” button. If you wish to add an Option, select the Option in the format – Option name<space>StrikePrice<space>C/P<space>ExpiryDate and click on “ Add” button. The scrip has been successfully added to your watchlist.

 

 

To see the marketwatch, you have to click on my watchlist and then select watchlist name. Then you can see live data of scrips of the selected watchlist .

 

On clicking the scrip detail in the chart you will get seven options which are details, buy, sell, chart, depth, sq off and delete. You can directly buy/sell from the watchlist on clicking buy/sell button.

 

 

Kindly refer to the video below

 

 

 

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5.Orders

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5.1.Buy & Sell Window

The order window on our Investmentz Trading Platforms looks as mentioned below.

 

 

In the snapshot above you will see various fields, which are described in detail as follows:

 

Exchange Segment: This box will indicate which segment you are placing the orders. The various segments are NSE (NSE Equity), NFO (NSE Futures & Options), BSE (BSE Equity), BFO (BSE Futures & Options) and CDS (NSE Currency Derivative Segment).

 

Order Type: Order can be a Limit order (where you specify the buy/sell price), Market order (where you buy/sell at market price), SL/SL-M (stop loss/stop loss market).  The difference between SL and SL-M is that when the trigger price is hit, the stop loss order is sent as a limit order with the limit price mentioned by you in the SL order, whereas in SL-M, the order is sent to the exchange as a Market order.

 

INST Name, Symbol, Type, Strike, Expiry: All of these are chosen by default when you click on a contract and ask to buy/sell. But if you want to change the contract/scrip, you can do it from here.

 

Quantity: Buy/Sell order Quantity. By default, it will show 1 for equity orders and 1 lot for F&O. To change the default quantity and any other attributes of the order.

 

Order Price: Mention the price if your order is limit order; if it is a market order this field cannot be entered.

 

Trigger Price: Trigger price will be used for Stop Loss orders. The price at which you want the stop loss to be triggered.

 

Disclosed Quantity: This feature can be used only on Equities (Stocks only). If you are placing a big limit order and you don’t want the entire quantity to be disclosed fearing a non-execution of order you can choose Disclosed Quantity. For example, if you buy 1000 shares of Infosys at Rs 1100 and you mention the disclosed quantity as 500, your order will show only 500 in the market depth window for everyone else, whereas actually, it is 1000. This is useful only if you are trading bigger quantities.

 

Prod Type (Product Type): MIS (Margin Intraday square off), CNC (Cash n Carry) . The following details are important to ensure you remember the same:

 

  • While trading equity (Stocks on NSE/BSE): Use MIS for Intraday Trading (9:00 AM to 3:20 PM): Around 3:20 PM, all MIS positions are auto squared off. Using MIS, you will get Intraday Leverage (between 3 to 10 times) based on what stock you are trading. If it’s a good stock you get more leverage, and if it’s not a good stock you get less or no leverage. To know how much leverage you get for trading Equities for Intraday click here.Use CNC for delivery-based trading: When you buy using CNC, you will not get any leverage, but there won’t be any auto square offs either. Once bought, the stock would be sent to your Demat account and if you sell using CNC, stocks will be debited from your Demat account. Note that you won’t be able to sell with product type CNC without holding the particular stock in your demat account.You can convert MIS to CNC and vice versa, by visiting Trade book. You will need 100% cash in your account to convert to CNC.

 

  • While trading Futures & Options (NSE/BSE): Use MIS for Intraday trading (9:00 AM to 3:30 PM). Around 3:30 PM, all MIS positions are auto squared off. The benefit of using MIS for Futures & Options is that you get extra leverage (not for buying options). You will need only 40% of Exchange stipulated margin by using this product type. So for example, if Nifty futures overnight margin is Rs. 25,000, you will require only Rs 10,000 (40% of 25,000) if you use the product type as MIS.

 

Validity: While trading on NSE/BSE you get only 2 options, Day orders (valid till end of the day) or IOC – Immediate or Cancel (as the name suggests, the order if not executed immediately will get cancelled). By default, day option will be selected. IOC will be a good option for people who place market orders of large quantity thereby increasing the Impact cost.

 

Client ID, Name, Participant, No of Days:  These will be selected by default and no change to be made on this. Validity date can be used only for GTD orders on MCX.

 

Please refer to the below video

 

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5.2.Order Book

The Order Book is a very important tool on our Investmentz Trading Platform. It helps you monitor/cancel/modify your orders. To access the Order Book, click on Order Book on the Header Panel of the Platform as shown below:

 

The Order Book provides user with Filter options like Market Segment, Scrips and Status.

From this screen the user can modify/cancel any pending order. 

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5.3.Modify Orders

Step 1: Select the order to wish to modify from the list of orders. A pop-up appears which asks you to select your choice – either modify or cancel. Select Modify.

 

 

Step 2: On Clicking the Modify button, the order window appears and you are allowed to modify the order by making the desired modification in any of the fields and after that is done, click on update order button.

 

 

Step 3: Once modification is complete, a pop-up appears which confirms successful modification of the order.

 

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5.4.Cancel Orders

Step 1: Select the order to wish to cancel from the list of orders. A pop-up appears which asks you to select your choice – either modify or cancel. Click on Cancel.

 

 

Step 2: On Clicking the Cancel button, the order window appears and you can cancel your order by clicking on Cancel.

 

 

Step 3: Once cancellation is complete, a pop-up appears which confirms successful cancellation of the order.

 

 

 

Some of the main reasons for your orders to be rejected are:

  • Invalid Product Type (using CNC for F&O, so on and so forth)
  • Insufficient funds (please note that when you place an order – even if it is not executed, the exchange blocks funds as long as it is open), so be sure to check for any Open orders in Order Book. The rejection reason is self-explanatory, but feel free to contact us in case you cannot figure out the reason for rejection.
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5.5.Stop Loss Orders – Limit/Market

What is a Stop Loss order?

When you are holding a particular stock/F&O, you fear the losses that can happen when the price starts moving against you. If you place an order to limit such a loss it is called as a Stop Loss order. So for example, if you have bought a stock at Rs 100 and you want to limit the loss at 95, you can place an order in the system to sell the stock as soon as the stock comes to 95. Such an order is called as a Stop Loss, as you are placing it to stop a loss, which could be more than what you are ready to risk.

 

How to place SL/SL-Market order?

The difference between a stop loss (SL) and a normal order is the trigger price. In a normal order, you get to choose either limit order or market orders. In a stop loss order you choose limit or market, but with a trigger price. What a trigger price does is that it activates your order which otherwise is inactive.

 

1. You will have a selling stop loss if you have bought an instrument (stock, F&O, etc).

In the above example, when you bought the stock at Rs 100, you will also place a sell stop loss order with a trigger price of 95. What this does is when the price of the stock goes to 95 or lower, a selling order is triggered. You can choose if you want this selling order as a limit order or market order. If you choose a SL order with a selling order as market price it is called SL-M, otherwise if you have to mention the limit price it is called a normal SL order.

In this example, if you choose SL-M and keep the trigger as 95, as soon as stock goes to 95 or lower a selling order is triggered at the exchange at market price. If you choose SL, as soon as stock goes to 95 or lower, a selling order is triggered at the exchange with the limit price mentioned by you. Please do understand that if the Stop loss order is sent as a limit price, there is no guaranteed execution of the stop loss as the limit order can also become a pending order .See the pic below:

 

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6.Fund/Stock Transfer

To transfer funds into your trading account you need to select the Fund/Stock tab and then select Fund/Stock Transfer

 

In some cases, you may not be able to access the payment gateway page. In such cases you need to click on the Pop-up blocked message shown below:

 

 

Then select “Always allow pop-ups from https://trade.investmentz.com” and click Done as shown in the image below:

 

 

 

Then click on Fund/Stock Transfer to access the Payment Gateway page, where you can enter the amount you wish to transfer and click on Submit.

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6.1.Fund/Stock Transfer for BOI Customers

For BOI Customers,

In order to be able to sell shares available in holdings or block funds to buy shares, you may click on the Fund/Stock Tab. There you will find the option of Fund/Stock Transfer.

 

 

Post this, you will be directed to another page, which allows you to block/release funds and lien/unlien stocks.

 

Fund Block:

You may block your funds by clicking on the Fund Block tab.

In the above page, select the segment, bank name and enter the amount you wish to lien and click on Submit. You will see a Success message once this process is complete.

 

Fund Release:

You may release your funds by clicking on the Fund Release tab.

 

In the above page, select the segment, bank name and enter the amount you wish to unlien and click on Submit. You will see a Success message once this process is complete.

 

Lien Stocks:

In order to block stocks from your holdings, you may do so by clicking on Stock tab as shown in the image below.

Post this, you may click on Display holdings. Incase you wish to search a particular scrip, you may enter the scrip name in the Search Scrip Name space provided and then click on Display holdings. The holdings are displayed as shown in the image below.

 

In order to Lien stocks, click on Lien. A pop-up appears as shown in image below:

 

 

Enter the quantity you wish to lien and click on Save.

In order to Unlien stocks, click on Unlien in the window below:

 

A pop-up appears as shown in image below:

 

 

Enter the quantity you wish to Unlien and click on Save.

 

You may check the funds blocked/released and the stocks liened/unliened by clicking the Reports tab shown below.

Select Stock or Fund and enter the From date and To date and then click on Submit. The report showing the stocks liened/unliened or the fund blocked or released will be displayed.

 

 

Please refer to the below video

 

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7.Trade book

In trade book user can view entire list of all traded orders. User can view exchange and scrips wise trade details in trade book window.

 

 

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8.Net Position

The Net Position allows the user to view his current day position in a particular scrip.

 

 

This section provides the user with filter options to select the market segment (CM, FO or CD), Time Duration & Scrips.

 

It also provides information about current day P&L and details of scrips such as buy avg, sell avg, LTP, M2M etc.

 

The user can also square off a particular trade or all of his trades from this screen by clicking the Sq.Off or Sq.Off all buttons respectively.

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9.Help File

Investmentz Help File

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