3. Registration Register in angel eye from here.
Angel & non-Angel clients can register and benefit from the application.

4. Registration for Angel clients
Input client code & mobile or PAN no.

5. Registration for non Angel clients
Input your mail id and other details and click on submit.

6. Login of Client Angel Client can login here with his client code .
Non angel client should login with Id

7. Home 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 news
Asset allocation & equity sector allocation
Feature to chat with our advisors and helpdesk team

8. PORTFOLIO EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN
MODEL PORTFOLIO
PERFORMANCE CHART
FIXED DEPOSIT
INSURANCE
REAL ESTATE
OTHERS
CASH
ASSET ALLOCATION

9. Portfolio- Equity
The dropdown box can be selected for viewing the Holdings, P&L, & their views
Utilities- 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

10. Transaction history
Transactions of a co. can be viewed on clicking the quantity field

11. Company snapshot
Click on company name to view company snapshot

12. Profit & Loss
Select options from here to view P&L / CA etc.

13. Portfolio- Mutual Funds

14. Portfolio- Derivatives

15. Portfolio- Commodity

16. Portfolio- Currency

17. Portfolio- Loan

18. Portfolio- Fixed Deposit

19. Portfolio- Insurance

20. Portfolio- Real Estate

21. Model Portfolio
Compare your model portfolio with actual portfolio from here.

22. Asset allocation
Asset allocation of client portfolio.

23. Performance chart

24. RESEARCH Summary Angel research News Interactive chart Watch list
Knowledge center
News Flash

25. Research Summary

26. Angel Research
Click on “report type”

27. Research- Angel Compass
This tab is ‘Angel Compass’ wherein client can view sector wise data, MPCAP, Ownership details for Qtr/ Year.

28. Research- Interactive chart
Input Co. name> select BSE/NSE and click ADD button to view chart.
Select month/year from the options given.

29. Watch List View various details upon clicking the dropdown.
Create a Watchlist of your favourite stocks .

30. Research- Knowledge Center
This page contains the FAQ’s on general queries .

31. News Flash
Go to research and select “news flash”.

32. ACCOUNTS
Backoffice

33. About Back-office
Back-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.

34. Backoffice This shows the snapshot details of client portfolio.
This section has the client personal details.

35. UTILITIES
Alerts
Calculators
Family
My profile
Preferences

36. Utilities- Alerts

37. Utilities- Calculator

38. Utilities- Add Family
Client can add his family members in his portfolio from here.

39. Coming Soon !!
TRADE

40. TRADE

41. ACCOUNTING & TAXATION Module to assist in personal accounting
Module to calculate your IT returns

42. Contact Us Following are our contact details: Call us at 022-3935 8282
us at

43. THANK YOU