3Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.
4Registration for Angel clients Input client code & mobile or PAN no.
5Registration for non Angel clients Input your mail id and other details and click on submit.
6Login of Client Angel Client can login here with his client code . Non angel client should login with Id
7Home Page Click portfolio level and select your/family portfolio. Latest recommendations by Angel.Shows net worth /equity worth.Graph shows last 3 months performance of holdings.Latest newsAsset allocation & equity sector allocationFeature to chat with our advisors and helpdesk team
8PORTFOLIO EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN MODEL PORTFOLIOPERFORMANCE CHARTFIXED DEPOSITINSURANCEREAL ESTATEOTHERSCASHASSET ALLOCATION
9Portfolio- EquityThe dropdown box can be selected for viewing the Holdings, P&L, & their viewsUtilities- FAQ’s, printout, export to excel.Click on “add” to add scrip.Portfolio shows Equity holdings.Click “all transactions” or “off market transactions” to view details.The small icons below co. name are Chart, Research, News ,Corporate actions, Alert
10Transaction historyTransactions of a co. can be viewed on clicking the quantity field
11Company snapshotClick on company name to view company snapshot
12Profit & LossSelect options from here to view P&L / CA etc.
33About Back-officeBack-office has all the relevant details of the client:It shows the transactions and snapshot of funds of the client.It shows various holdings that the client may have in his Account. For eg; security holdings, DP holdings etc.In Reports, client can view his statements, contract notes, his various transactions.Research is about the Angel research and analysis reports of companies.The other options available in back office are products and favorites.
34Backoffice This shows the snapshot details of client portfolio. This section has the client personal details.