Philstocks V4.

5 One Screen

1. Header Section
2. Ticker Tape
3. Navigation Bar
4. PSEi
7
5. Cash Balance
How to Execute Buy and Sell Orders6. Inbox (Feeds)
7. Get Quote Section
9
8. Company Info Links
15
9. Bid and Ask Table

11 10. Trade Toolbars Section

12
11. Transactions list
12. Volume at Price list
13. Buyers and Sellers list

13 14. Intra-day Chart

15. Watchlist

1|Page
 How to Execute Buy and Sell Orders

How to BUY 0

Step 1: Click the ‘Buy’ button

Step 2: Enter the Stock Symbol of the stock you want to

BUY

Step 3: Input the number of shares you want to buy

0 0 0 0
Step 4: Input your desired price (must be within
fluctuation). The system will automatically compute the
total amount based on the value you set

Step 5: Select Lot Type (Normal or Odd lot). By default the

lot size is set to normal

Step 6: Select Order Validity

Step 7: Click ‘Submit’ (Displays the summary of your order

with total charges to be incurred once order matched)

Step 8: Confirm your order by entering your Trading PIN

Step 9: Click ‘Confirm’ to continue

Congratulations! You have successfully placed your Buying

Order 0 0 0
Note: The system will not permit any buying transaction
greater than your current cash on hand.

2|Page
 How to Execute Buy and Sell Orders

How to SELL 0
Step 1: Click the ‘Sell’ button

Step 2: Select the stock you want to sell

Step 3: Input the number of shares you want to sell

Step 4: Input your desired selling price (must be within the

fluctuation). The system will automatically compute 0 0 0 0
possible Gain/Loss

Step 5: Select Lot Type (Normal or Odd lot). By default the

lot size is set to normal

Step 6: Select Order Validity

Step 7: Click ‘Submit’ (Displays the summary of your order

with total charges to be incurred once order matched)

Step 8: Confirm your order by entering your Trading PIN

Step 9: Click ‘Confirm’ to continue

Congratulations! You have successfully placed your Selling

Order

Note: Upon successful matching of sell orders, proceeds will 0 0 0

automatically be reflected on your cash on hand. You can
already use this again for Buying orders.

3|Page
 How to View Your Orders
via One Screen?

How to View Your Orders 0

Step 1: Click the ‘Orders’ button

Step 2: Orders page then displays

Note: The ‘Orders’ button changes from color white to orange

when a change in an order/s status occurs.

You can also view your orders via TRADE>Orders page

4|Page
 How to Cancel/ Remove Your Orders
via One Screen?

How to Cancel/Remove 0

Your Order/s
Step 1: Input your Trading PIN on the respective box of the order
transaction you want to cancel/remove

Step 2: Click ‘CANCEL’ for Posted Orders or ‘REMOVE’ for Pending

Orders (Trade rules apply). The cancelled order would be displayed
on the ‘Cancelled Orders’ list while the removed order/s would be
removed from the Orders page.

Note: Cancel or remove your orders via TRADE>Orders page.

5|Page
 How to Get Quote?

How to Get Quote? 0

Three ways to get quote:

1: Enter the Stock Symbol on the field beside the symbol button.

2: Click the Stock Symbol on the ticker tape.

3: Click the Stock Symbol on the Watchpack section.

Note: Click the SYMBOL link for the list of listed companies with their
respective Stock Symbol.

6|Page
Get Quote Affected Sections

Get Quote
The following sections will
display information on the
selected stock:

1: Get Quote Bar

2: Stock Quote Box

3: Intra-day Chart

4: Buyers and Sellers List

5: Bid and Ask Table

6: Volume at Price List

7: Company Info Link

8: Transactions List

7|Page
Overview to Philstocks V5 Charting Tools

Intra-Day Chart
The Intra-Day Chart shows the stock’s price movement within the day. Click [+] Zoom to
have a larger view.

The Chart launcher icon directs to the Chart launcher page.

8|Page
 How to Set up your Watchlist?

How to Set up your Watchlist?

Step 1: Click Edit

Step 2: Input the Stock Symbol on each field 0

You can remove the Stock Symbol by clicking Delete

Step 3: Click Done to update and return to view mode

0

9|Page
 Terms and Definitions
HEADER SECTION
A. Avatar Icon - Clicking this icon will display the account’s profile
photo, username, client code and the logout link. Clicking the profile
photo will redirect you to your Profile page.
You can select a color theme for your one screen by clicking on the
color you want to use.
B. Market Status - Displays the present date, time, and the market
phase (e.g. Open, Close).
C. Help - Opens the Philstocks Trading User Manual.
TICKER TAPE - Displays the trade matching as it happens on the market.
Ticker Launcher icon – This will open the ticker launcher. You can
personalize your ticker tape via ticker settings. This will enable you to
choose what to display on your ticker.
NAVIGATION BAR
A. MARKET – Click this link to access the page displaying the real-time
top 20 movers, actives, gainers, and losers in the market at a given
period.
B. BROKERS – Click this link to access the page displaying the brokers
trade information by broker’s ranking, by broker’s activity or by
broker’s transactions.
C. RESEARCH – Click this link to access the page displaying all research
materials provided by our in-house Research Team.
WATCHLIST – Helps you to track your favorite stocks (maximum of 12)
conveniently. This is viewable either in Grid or Tabular layout.
Dollar Denominated Securities – Directs to the PSE Listed Company
Directory website.
PSEI - Hover the mouse over the PSEi to display the PSE index information
and each sector’s performance, change, and percent change values.
BALANCE – Shows/Hides your remaining funds.
INBOX (FEEDS) – Click the email icon to view the Feeds page. The Feed
page provides access to PSE News and Philstocks Admin messages.
GET QUOTE SECTION
SYMBOL – Directory of all listed companies with their respective
Stock Symbol.
COMPANY INFO LINKS
A. Profile/ Dividends – Click this link to access the Financial
Information page. Displays the entered stock’s Company Profile
and Dividends.
B. Fin – Click this link to access the Financial page of the entered
stock.
C. News – Click this link to access the News page of the entered
stock.
BID AND ASK – Shows the current number of a specific stock’s buyers and
sellers, volume of shares, and its buying and selling prices.
11 | P a g e
 Terms and Definitions
TRADE TOOLBARS INTRA-DAY CHART – Shows the movement of stock prices within the day.
Click the [+] Zoom button to view a larger version of the graph.
A. Market Depth – Features a floor to ceiling Bid and Ask Data.
B. Portfolio – Access and view your current portfolio performance. Chart launcher – Click this icon to access the Chart launcher page.
C. Buy/Sell Sliders – Lets you create your Buy/Sell order/s conveniently
D. Request – Execute Add Fund and Cash out. You may also check the
status of your Requests here. LAUNCHERS - Quick link icons/button to easily access the different
E. Orders - Displays all your current active BUY and SELL orders sorted features of Philstocks Trading Platform available for clients’ convenience.
by category (Matched, Posted, Cancelled, and Rejected).

Validity - Order’s Expiry Date

OTHER PAGES
 DAY – One day only
 GTW (Good ‘til Week) – One week  ACCOUNTS – Click this link to access the Portfolio, History, Profile,
 GTM (Good ‘til Month) – One month and Request page.
 GTY (Good ‘til Year) - One year or specific date range which is
available on the Orders section only.  TRADE – Click this link to access the Disclosures, Order, Order
Logs, and Activity Logs pages.
TRANSACTIONS LIST - Displays the stock’s recent trade transactions and its
details (time matched, price, volume, buyers and sellers name).  One Screen – Click this to access the Philstocks One Screen Do-it-
All page.
VOLUME AT PRICE – Displays the total traded volume based on its
matched price displaying the highest price on the top. Emphasized row
(Bold Text) has the highest percentage.

NOTE: To ensure Philstocks clients online security, Philstocks V5 has complied to PSE Direct Market Access (DMA) Rules; DMA Rules as follows:

 90 Days Password and Trading PIN (All Users are required to change their Password and Trading PIN at least once every 90 days.)
BUYERS/SELLERS LIST – Displays the stocks’ top Buyers and Sellers
 10 Minute Session Expiry (10-minute without activity will result to automatic logout or session timeout. The user is required to enter his/her
(brokers), transacted volume percentage (%), and transacted average
username and password to extend session.). The 10-minute rule applies on the ACCOUNT pages, TRADE pages, Feeds page, and the Trade
price.
Launcher.

12 | P a g e
Philstocks Online Trading
Platform Version 4.5
Features
 Links and Icons Guide

Links Description
Printable Version Table or page can be printed out
Export to Excel Downloadable excel copy of the table or page
Stock Names Underlined stock names (e.g. PSE) directs to its Detailed Bid and Ask page

13 | P a g e
 HOW TO ACCESS THIS PAGE?
ACCOUNTS - Portfolio On the One Screen page, click the Portfolio icon.

Displays the full details of your Portfolio (Total Equity Value, Total buying power, and current stocks on hand including its current Market Price,
Investment Allocation Size, Acquisition Cost and its Total Paper Gain/Loss. In addition, all your Stocks under Upliftment can be viewed.

My Stocks
Buying Power
Displays your current Available Fund and
Earmarked (accumulated current Posted
Only Buy value).

The table displays all your current stocks on

hand.
Clicking [+] sign beside the symbol will
display the breakdown of the stocks.

Stocks under Upliftment

Table of all your stocks that is currently
being processed for Stocks Upliftment

14 | P a g e
 HOW TO ACCESS THIS PAGE?

ACCOUNTS - History On the One Screen page, click the Portfolio icon
and then click History.

Displays your account’s history (Trades, Cash In and Out, Dividend and Statement of Accounts). You can also view the corresponding documents for
each transaction.

The tables display the most recent Trade,

Cash In and Out, Dividends and Statement
of Accounts.

Trade
Displays your Buy/Sell transaction/s.

Cash In and Out

Displays your deposit and withdrawal
transaction/s.

Dividends
Displays your Cash, Stock, and Property
dividends.

Statement of Account (SOA)

Access your recent available SOA by clicking
the underlined month or the PDF icon.

Click View all under the respective table of

the transaction you want to view.

15 | P a g e
 HOW TO ACCESS THIS PAGE?

History – View All On the History page, click the View All found under
the table you want to access.

You may access all your Trades, Cash In and Out, and Dividends transaction. Narrow down your quesry by using the available filters. Print and export
to excel features are available (excluding dividends).

How to Query List? 0 0

Step 1: Set up the filters you are going to use as follows:

A. By Date Range - Determine the date range by clicking

on each calendar icon and selecting your start and
end dates.
B. By Transaction type – Click the drop-down list beside
the calendar then click the type you want to use.
C. By Symbol (Not Applicable for Cash In and Out) – Click
the last drop-down list then click the checkbox(es) of
the symbol(s) you want to view.

Step 2: Click the Search icon.

0
Note: Transactions made 30 days prior the current date can be
accessed for viewing.

16 | P a g e
 HOW TO ACCESS THIS PAGE?
History – View All On the History page, click the View All found under
the table you want to access.

You can access, download, or print your Statement of Account (SOA) here.

To select a particular SOA, select its year and month (e.g. 2015-May).

Click on the SOA then move the cursor key to view the icons for downloading and printing.

17 | P a g e
 HOW TO ACCESS THIS PAGE?

ACCOUNT - Profile On the One Screen page, click the Portfolio icon
and then click Profile.

On My Profile page, you may access your personal information and contact details. You may choose to customize your account by uploading a profile
photo of your choice. Manage the device/s that is/are connected to your account via Philstocks Mobile App.

How to Upload your Profile Photo? 0 0

Step 1: Click anywhere inside the picture box.

Step 2: Select a photo from your pc.
Step 3: Adjust the picture by shifting the slider or by dragging
the picture.
Step 4: Click SAVE.

Congratulations! You have successfully placed your profile photo

Note: Refresh other idled pages to take effect.

How to Rename your Linked 0

Device(s)?
Step 1: Click Edit Name
Step 2: Assign desired name on the field provided.
0
Step 3: Click Apply.

How to Unlink your Device(s)?

Step 1: Click Unlink. A message appears “Are you sure you want
to unlink this device.” appears. 0
Step 2: Click OK.

Note: To link the device again just access your Philstocks Account via
the Philstocks Mobile app.

18 | P a g e
 HOW TO ACCESS THIS PAGE?

ACCOUNT - Profile On the One Screen page, click the Portfolio icon
and then click Profile.

Update your security Password and Trading PIN through your Profile Page.

Updating Your Credentials

Change your security credentials by accomplishing the required fields
and then click SUBMIT.

In case you forgot your Password or Trading PIN, click Forgot Trading
PIN and answer a secret question. You will receive a system generated PIN
via your registred email address.

Note: Foe security purposes, kindly change your temporary PIN to your
preferred one immeduately.

How to access the Forgot My Trading PIN section

Click the Forgot Trading PIN found under the Change my Trading PIN’s
SUBMIT button.

19 | P a g e
 HOW TO ACCESS THIS PAGE?

Account – Request On the Request page, click Request Status found

on the menu (left side).

Philstocks offers you a convenient Add Fund and Cash Out options.

How to Add Fund?

On the Add Fund section, select preferred Mode
of Payment and follow the instructions provided in
each option. After successfully submitting an add fund
request, an email notification will be sent on your
registered email.

Once the request is granted it will automatically reflect

on your portfolio.

Note: You can view the status of your Add Fund Request
by accessing the Request Status section.

How to Cash out?

Click Cash Out in the left menu to access the Cash Out
page.

Select preferred cash out option, fill up the necessary

details, and then click the PROCEED button. After
successfully submitting a cash out request, an email
notification will be sent on your registered email.

Note: Your Trading PIN is required to proceed in

submitting Cash Out request.

20 | P a g e
 HOW TO ACCESS THIS PAGE?

ACCOUNT- Request On the One Screen page, click the Request icon.

Track your Add Fund and Cash Our Request/s.

ACTIVE TAB - View your current requests via the Active tab.
ARCHIVE TAB - displays request(s) submitted 30 or more days prior than current date.

By clicking its Particulars, you may view your transaction in full details.

21 | P a g e
 HOW TO ACCESS THIS PAGE?

TRADE - Orders On the One Screen page, click the Portfolio icon
then click TRADE.

Displays all the active/current created BUY and SELL orders grouped according to their status (Matched, Posted, Pending, Cancelled, and
Rejected).

22 | P a g e
 HOW TO ACCESS THIS PAGE?

TRADE - Disclosures On the One Screen page, click the Portfolio icon
then click TRADE and then click Disclosures

Displays the list of all available Disclosures on all securities arranged based on most recent published.
Narrow this down by entering the symbol and/or selecting a date range then click the search icon.

To view the disclosures document, click its Template Name.

23 | P a g e
 HOW TO ACCESS THIS PAGE?
Order Logs On the One Screen page, click the Portfolio icon.
Click TRADE> Order logs.

Order Logs
Details details such as the Stock Symbol, ordering side (Buy or Sell), date and time the order was posted, selected validity, trading price,
volume, status, date and time the order was matched, rejected or cancelled and other details (Particulars) are available for your reference.

You can filter the Order logs table by changing the date range.

24 | P a g e
 HOW TO ACCESS THIS PAGE?
Activity Logs On the One Screen page, click the Portfolio icon.
Click TRADE > Activity logs.

Activity Logs
Displays your account’s activity logs (Login, Logout, Change Password, etc.) based on the selected date range. This includes information for
each activity such as the date and time it was done.
You can filter the Activity logs table by changing the date range.

25 | P a g e
 HOW TO ACCESS THIS PAGE?

Launchers On the One Screen page, click the Portfolio icon

Launchers are quick link buttons to access the designated features of the Philstocks Online Trading platform. Click the Launchers button to
open the Launchers box and access all available launchers.

To access a launcher, click its button.

26 | P a g e
 HOW TO ACCESS THIS PAGE?

Launchers – Bid/Ask On the Launchers box, click Bid/Ask.

View a particular stock’s Top five (5) current Bid/Ask with its volume change. Detailed Bid and Ask Launcher also gives you a quick access to
Philstocks trade and other Launcher buttons.

Volume Change (Vol Change)

-This is the current volume change based on previous
volume.

Beta (30) and Beta (60)

Beta is a measure of the volatility of a stock in
comparison to the index or PSE index. Beta (30) is the
comparison of data within 30 days while Beta (60) is the
comparison to date within 60 days.
Beta rate of above 1 means the stock is more volatile
than index.
Beta rate of below 1 means the stock is less volatile than
index.

Clicking Transactions or Volume Review enables you to

access the full list for the current day.

Note: You can also access this page by clicking any underlined
stock symbol (e.g. PSE) in the Philstocks Online Trading
platform.

27 | P a g e
 HOW TO ACCESS THIS PAGE?

Launchers – Chart On the Launchers box, click Chart.

Practice your technical analysis skills as the Philstocks Online Trading platform provides you with extensive charting experience with
complete charting tools, studies and chart type options via the Chart Launcher. View your Watchpack, the stock tweet feeds, and current news
of the entered stock. . You can also share this chart interactively via social media sites.

Toggle the tabs located at the right of the page to show/hide your Watchpack, Stock Tweets, or Stock News.

28 | P a g e
 HOW TO ACCESS THIS PAGE?

Launchers – Ticker On the One Screen, click the Ticker Launcher icon.

Displays the matching of trades as it happens on the market. Philstocks lets you personalize and choose what stock(s) will appear on your
ticker via the ticker settings.
The ticker launcher also displays the current Date, Time and, Market Phase.

Understanding the ticker launchers thread:

When Market Status is CLOSE When Market Status is OPEN The arrow beside the Stock symbol indicates the trend of the
Time matched current trade:
Stock Symbol
Stock Symbol
Price “BUY UP” means the buyer is willing to buy at the seller’s
Price
Change % price.
Volume Volume
Buyer “SELL DOWN” means the seller is willing to sell at the buyer’s
Value
Seller price.
No arrow means that there is a cross-trade occurring in the stock.
Cross-trade refers to the phenomenon where the buying broker
and the selling broker are the same.
Customizing your Ticker Launcher:
To filter the ticker launcher’s display, just click the gear icon beside the Market Phase and select the market sector you want to display. Click
the gear icon again to save changes.
Want to view your favorite stocks? Then, use the ‘Watchpack’ filter.
This will make your ticker launcher display only the stocks included on your
Watchpack Launcher. Note: Filters does not apply when Market is closed.

29 | P a g e
 HOW TO ACCESS THIS PAGE?
Launchers – Trade In the ACCOUNT or TRADE page (upper right side of
the screen) enter a symbol then click Trade

Create your Buy/Sell order outside of the One Screen via the Trade Launcher. It also provides direct access to the Portfolio page (Stock
Position) and Orders page (View Current Orders).
The Odd Lot check box allows you to view the latest
quote and bid and ask information about the selected
stock’s Odd Lot Market.

Position
Displays the volume of the entered stocks owned.

Buying Power
Displays your available fund.

Trading via Trade Launcher

The steps in creating an order are the same as
when creating order via One Screen except for
selecting an Order Type and the option of entering
Value instead of number of Shares.
Order Type
Select whether you want to create a BUY or SELL order. Selecting SELL will change the symbol box into a drop-down list of your owned stock(s).

Value (BUY Orders ONLY)

Trade launcher provides you an option to enter the net amount you want to spend (Trade rules and
computations apply) on buying an order instead of entering how many shares you want to BUY. Just
click on Value and input your desired amount.

Validity
Custom – Lets you set the expiration of your order in any date you want (Trading rules apply).

30 | P a g e
 HOW TO ACCESS THIS PAGE?
Launchers – Watchpack On the Launchers box, click the Watchpack button.

Track a maximum of 18 stocks simultaneously via Philstocks Watchpack Launcher. The Watchpack page can be viewed either by grid or by
tabular layout, displaying changes in each value real time.

Grid Layout
Grid layout displays a maximum of 6 stocks of the selected
set name in a grid form. Each grid displays the current market
details of a stock and its top 3 bid and ask. Each bid and ask row
animates when change in value happens.

To view the other sets, just click the set’s tab.

Changing a Stock in Watchpack

Replace the symbol on the grid and then press enter.

Grid layout includes quick access to the bid and ask launcher via
Bid/Ask icon.
You can also share a grid on your social media account (FB and
Twitter), just click the share icon inside the grid you want to
share.

Renaming Sets 0
Step 1: Click the tab you want to rename.

Step 2: Click the edit icon and enter preferred set

name.
0
Step 3: Click Save.

Note: Requires refreshing related pages to take effect.

31 | P a g e
 HOW TO ACCESS THIS PAGE?

Launchers – Watchpack On the Launchers box, click the

Watchpack Launcher icon.

Tabular Layout
Tabular layout displays all your pre-selected stocks in a list form. Giving you the freedom to view a maximum of 18 different stocks at once.
Cells animates when change in value occurs.
Clicking a symbol opens its Bid and Ask page.

32 | P a g e
 HOW TO ACCESS THIS PAGE?
Feeds On the One Screen, click the mail icon.

View the latest PSE News (Feeds, Disclosures) and Announcements from Philstocks (Admin Messages) via Feeds page. You can query the
news/messages, delete admin messages and view ,deleted messages.

To view the details of a news or a message, just click its title.

PSE News
Displays news feeds from PSE arranged starting from the
recent received news and categorized as (Feeds) or
(Disclosures).

Admin Messages
Displays all messages feeds from Philstocks admins, arranged
from the recent received messages.

You can manage and delete admin messages. All deleted

messages can still be viewed in the deleted items section.

Deleted Items
Displays all the news deleted from the Admin Messages. You
can delete the messages permanently by selecting the
message(s) and clicking Delete Forever.

33 | P a g e
 What’s New in
Philstocks Version 4.5?

New Features Refresh Rates

A. Philstocks Launchers: 1. ACCOUNTS and TRADE pages require manual refresh.
 Detailed Bid and Ask 2. Launchers- each launcher has its own refresh rates:
 Chart
 Detailed Bid and Ask and Trade automatically refreshes
 Ticker
every 5 seconds.
 Trade
 WatchPack  WatchPack and the Ticker Tape request data on the
B. Social Share server every second.
C. Export Data and Printable view  Under the Chart launcher, the stock details and
watchpack section updates every 5 seconds, the stock
news updates every minute while Twitter feeds updates
Enhancements / Improvements
every second (real time).
A. Design (User Interface and User Experience) 3. Header section of market data and time automatically
B. Portfolio View
C. Profile Management refreshes every 10 seconds.
D. Request Page Enhancement
E. Ticker Tape
F. Buy/Sell Execution Experience
G. Detailed Bid and Ask view
H. WatchPack
I. Charting
J. Stock Symbol Guide
K. Cash and Stock Earmarking
L. Account History View