Professional Documents
Culture Documents
Mubasher
Page | 1
Trading ........................................................................................ 22
Trade Main Screen............................................................................................................................... 22 Place Trade ............................................................................................................................................. 23 Portfolio Summary ................................................................................................................................. 25 Portfolio Details...................................................................................................................................... 27 Order List................................................................................................................................................ 29 Account Summary .................................................................................................................................. 30
Support ........................................................................................ 32
Page | 2
Screens
Figure 1: Login Screen .................................................................................................... 6 Figure 2: Markets - Main Screen ..................................................................................... 8 Figure 3: Markets - Select Exchange .............................................................................. 9 Figure 4: Markets Indices ............................................................................................ 10 Figure 5: Top Stocks - Gainers ...................................................................................... 11 Figure 6: Top Stocks Losers........................................................................................ 12 Figure 7: Top Stocks Most Active ................................................................................ 12 Figure 8: News .............................................................................................................. 13 Figure 9: Announcements ............................................................................................. 14 Figure 10: My Stocks / Watch List ................................................................................. 15 Figure 11: Detail Quote ................................................................................................. 17 Figure 12: Market Depth - By Price ............................................................................... 18 Figure 13: Market Depth - By Order .............................................................................. 19 Figure 14: Chart ............................................................................................................ 20 Figure 15: Chart - with Options...................................................................................... 21 Figure 16: Trade Main Screen ..................................................................................... 22 Figure 17: Trade Buy Order......................................................................................... 23 Figure 18: Trade - Sell Order......................................................................................... 24 Figure 19: Portfolio Summary ........................................................................................ 25 Figure 20: Portfolio Detail (Current View) ...................................................................... 27 Figure 21: Portfolio (Valuation View) ............................................................................. 28 Figure 22: Order List ..................................................................................................... 29 Figure 23: Account Summary ........................................................................................ 30
Page | 3
Introduction
Mubasher iPhone application is the first software in middle-east region which provides UAE markets stock prices, market information and also enables the customers to Trade through the same application, anywhere and anytime using their iPhone. This document will emphasize on the usage of features of iPhone Trading application.
Page | 4
Installation
The installation process is very easy; just open the AppStore and search for MubasherTrade, and download it to your iPhone. After the installation is done on your iPhone, the icon will be placed on your home screen and you can start using the application by using the same Mubasher User credentials, that is, Mubasher ID and Password used in all Mubasher applications.
Page | 5
Market Information
Login Screen
When you open the application, the first observed screen is Login Screen, as displayed below. The screen requires two input; Username, which is the Mubasher Number/Id and Password. You can select the drag option of Remember Me to save your Username for future login.
The login credentials are the same as used by the MubasherDBFS customers for Trade Web, Mubasher PRO, Mubasher TradeWeb, Mubasher BlackBerry, etc.
Page | 6
Note:
Page | 7
The screen will show following indicators: Exchange (selection) Drop Down To Select another exchange Market Status Index chart which displays the market index status change for last 4 hours, Also it shows the current market index, points change and percentage change. Indices, Top Stocks and News button Placed on the main to access the information easily Market Turnover, Market Volume, No. of Trades and Symbol Traded.
Page | 8
The screen also contains a list of small icons on the bottom. The user can navigate through the list and click on any icon to open the respective screen/feature. To select another exchange, follow below steps: On the Markets screen, tap the currently selected exchange name. In the pop-up window, tap the exchange you want and click on Done button. See the image below for reference:
Page | 9
Indices
When User clicks on the Indices button in Markets window as shown in Figure 2 above, the following screen will be loaded.
Screen displays following information: Indices, Value, Change in Indices and Percentage Change If user rotates the iPhone on this screen, following additional information is displayed for indices: o Turnover o Volume
Page | 10
Top Stocks
User can view Top Stocks of any exchange just by clicking on the Top Stocks button on the Markets screen as shown on Figure 2; Or User can select the Top Stocks button in the bottom menu of application.
By default, Top Gainers stock list will be selected for the exchange. User can also view Top Losers and Most Active stocks (as shown in below figures), just by clicking on the buttons shown in the top of the above figure. The screenshots of Top Losers and Most Active stocks are displayed below.
Page | 11
Page | 12
News
User can view News just by clicking on the News button on the Markets screen as shown on Figure 2.
Figure 8: News
News is also displayed Exchange wise. User can select Exchange from the dropdown on the top of the screen. User can also scroll down on the screen to view the market news, in case the news list exceeds the iPhone window.
Page | 13
Announcements
Announcements can be accessed by clicking on the Announcement button in the same News window (Figure 8).
Figure 9: Announcements
Announcements are displayed Exchange wise. User can select Exchange from the drop-down on the top of the screen. User can also scroll down on the screen to view the market announcements, in case the announcements list exceeds the iPhone window.
Page | 14
User can add symbol just by typing the symbol in the first text box (top-left corner of screen) and then click Search to add the symbol in Watch List. User can add up-to 30 Symbols in a watch list and can create as many watch lists as desired.
Page | 15
The stock list displays following information as shown in above Figure 10: Stock/Symbol [Code & Description], Last Price Change in Price and Percentage Change. If user rotates the iPhone, following additional information will be displayed: Bid (Price) Offer (Price) Volume (Traded) If the user clicks on Bid, it will be converted to Bid Quantity. If the user clicks on Offer, it will be converted to Offer Quantity. If the user clicks on Volume, it will be converted to show the following information: Min. Price Max. Price High Price Low Price
For any stock in the list, customer/user can view stock details like detail quote, market depth, charts etc. just by clicking on the symbol.
Page | 16
Detail Quote
Just click on any symbol in My Stocks screen and following screen will be loaded.
The Detail Quote screen displays following information: Symbol Name Symbol Price (Last Trade Price), Symbol Price Change and Symbol Price Percentage Change Best Bid Price & Quantity, Best Offer Price & Quantity, Volume Traded, No. of Trades, High and Low, with the min and max prices.
Page | 17
Market Depth
Market Depth for any stock can be accessed from the same screen as shown in above Figure 11, just by clicking the Market Depth button.
By default, Market Depth by Price is loaded. User can select Depth by Order just by clicking on the button as shown in below figure. The Market Depth by Price option displays 5 bids and 5 offers. The Market Depth by Order option displays 10 bids and 10 offers.
Page | 18
Page | 19
Charts
Chart for any stock can be accessed from the same screen as shown in above Figure 11, just by clicking the Chart button.
User can select period of chart just by clicking on the periods displayed on top of chart. User can select 1 Day (1D), 6 Days (6D), 1 month (1M), 6 months (6M), 1 Year (1Y) and 2 Years (2Y) periods for the chart.
Page | 20
User can also rotate iPhone and get more options on the chart as shown below:
User can select Options button to add any indicator as desired and to change the price style.
Page | 21
Trading
Trade Main Screen
When user clicks on Trade option/icon at the bottom of the application, the following screen is displayed with options.
User has following options on the screen: Place Trade Place Buy and Sell Orders Portfolio View Portfolio(s) Details and Summary Order List View Orders (Open, Filled, Partially Filled, etc.) Account Summary
Page | 22
Place Trade
When user clicks on Place Trade button, the following screen is loaded:
User has following options on the screen: Select stock/symbol in which user wants to trade. The screen will show the following information related to selected symbol/stock. o Stock/Symbol Code at top. o Stock/Symbol Description. o Change in symbol price & Percentage change (in brackets). o Last Bid Price and Quantity, Last Offer Price and Quantity.
Page | 23
Select Order Side i.e. Buy or Sell (just by dragging the button, Order Side can be changed) Buying Power of selected Portfolio (Just below Portfolio drop-down) Enter the Price and the quantity of the order. Select the Type of order i.e. Limit or Market Order Select TIF (Time-in-force) option i.e. Day, Good Till Date, Fill or Kill and Fill and Kill, and choose the date in case the choice was Good till Date. Then click on Buy or Sell button as per Order Side selected. App will request a confirmation (message window) after Buy or Sell button is clicked
Page | 24
Portfolio Summary
Portfolio screen can be accessed from Portfolio button on the Trade Main Screen as shown in Figure 16 above.
After user clicks the Portfolio button, above screen is loaded with following information: Multiple Portfolio(s) on same screen, user can drag the screen if there are more portfolio(s) Portfolio Name and Currency Cost Basis Cost incurred on each portfolio Valuation Market Value of shares in portfolio
Page | 25
Gain/Loss unrealized gain loss and gain loss percentage (market value compared with the avg. cost of the shares). Today Gain/Loss unrealized gain loss and gain loss percentage (market value compared with the prev. closing of the shares).
Page | 26
Portfolio Details
Just click on any portfolio as shown in above Figure 19, and portfolio details screen will be loaded as shown below:
User can select two types of views in the above screen: Current View - By Default Valuation View Current View has following information: Symbol Symbol Code and Market of symbol Holdings Quantity of shares in portfolio and percentage of shares in total portfolio Change Change in price and percentage change with trend indication (Green for positive change and Red for negative change)
Page | 27
Valuation View has following information: Symbol Code and Exchange (of symbol) Valuation Market value of shares Cost & Avg. Cost Cost value and Avg. Cost Gain/Loss, %G/L Gain/Loss on portfolio and percentage gain/loss
Page | 28
Order List
Order List screen can be accessed from Order List button on the Trade Main Screen as shown in Figure 16 above.
User has following options on the screen: Select Portfolio from the drop-down (top-left corner of the screen) Select All Orders, Filled, Pending status orders from the drop-down (topright of the screen) The order list displays in each row: Symbol, Exchange of Symbol, Order Status (Filled, Queued, Partially Filled, Expired), Order Type (Limit or Market), Order Side (Buy or Sell), Order Price and Order Quantity Note: User can amend/cancel the order just by clicking on order. Also user can refresh the list by clicking the Refresh Circle on top-right of the screen.
Page | 29
Account Summary
Account Summary screen can be accessed from Account Summary button on the Trade Main Screen as shown in Figure 16 above.
User has following options on the screen: Select Portfolio from the drop-down (top-left corner of the screen) User can view following information on the screen: Currency Currency of selected Portfolio Cash Available Unblocked Cash, which customer can withdraw Unsettled Sales Sell Transactions waiting for settlement Blocked Amount Amount blocked against pending Buy Orders
Page | 30
OD Limit Overdraft Limit allocated to account (if any) Pending Deposits Deposits which are submitted by customer and pending for approval Cash Cash available for customer Holdings Market value of shares/stocks in account Total Portfolio Cash + Holdings Buying Power Buying Power of customer, i.e. amount which can be utilized for purchasing stocks
Page | 31
Support
For any inquiries and support, please contact our dedicated Call Center: 800 567 000 / +971 - 65 172 555 Website: www.mubashertrade.com
Page | 32