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Angle Eye Portfolio tracker with online trading.

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Presentation on theme: "Angle Eye Portfolio tracker with online trading."— Presentation transcript:

1 Angle Eye Portfolio tracker with online trading

2

3 Registration Register for Angel Eye from here. Angel & non-Angel clients can register and benefit from the application

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

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

6 Login for Clients Angel Clients can login here with their client code. Non Angel client can login with email Id

7 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.

8 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.

9 Transaction history Transactions of the scrip can be viewed on clicking the quantity

10 Company snapshot Click on company name to view company snapshot

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

12 Portfolio- Mutual Funds

13 Portfolio- Derivatives

14 Portfolio- Commodity/Currency

15 Portfolio- Loan

16 Portfolio- Fixed Deposit

17 Portfolio- Insurance

18 Portfolio- Real Estate

19 Model Portfolio Compare the model portfolio with actual portfolio from here.

20 Asset allocation Asset allocation of client portfolio.

21 Performance chart

22 View Available Funds Check available funds on your account

23 View Available Funds Total available funds on your account

24 Market Watch The Market watch displays your added scrips with live rates from where you can trade by selecting scrips.

25 Market Watch Create a new market watch and add your selected scrips.

26 Market Watch Select newly created market Watch to add scrips.

27 Market Watch Add your scrips.

28 EQUITY TRADE Select the scrip for which you want to trade, right click with your mouse and select trading options.

29 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.

30 EQUITY TRADE Select the scrip for which you want to trade, right click with your mouse and select trading options.

31 EQUITY TRADE Enter quantity, price, price type and click Submit button to execute the trade.

32 F&O TRADE Add F&O scrips in market watch Select the scrip and right click from your mouse to buy/sell.

33 F&O TRADE Enter quantity, price, price type and click Submit button to execute the trade.

34 Research Summary

35 Angel Research Click on “report type”

36 Research- Stock Screener This tab is ‘stock screener’ wherein you can view sector wise data, MPCAP, Ownership details for Qtr / Year.

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

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

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

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

41 Back office This shows the snapshot details of the portfolio. This section displays your contact and other information available with Angel

42 Utilities- Alerts>Script

43 Utilities- Calculator

44 Utilities- Add Family You can add your family members from here.

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

46 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 (angeleye@angelbroking.com)angeleye@angelbroking.com Contact us through our website (www.angelbroking.com/angeleye)www.angelbroking.com/angeleye * Partners Desk Call us at 33551111* (Use Option 7) / 022-39357700 Dial your nearest branch STD code – local charges applicable E-mail: partners@angelbroking.com partners@angelbroking.com

47 THANK YOU Published in FY 2013. © Angel Broking 2013-14 Angel Broking All rights reserved. Corporate Office: 6 th Floor, Ackruti Star, Central Road, MIDC, Andheri East, Mumbai – 400 093, India Tel.: +(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.


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