CB Trader Web Application...CB Trader Web Application Version 1.0 Web Trading Platform for Yangon...

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CB Trader Web Application Version 1.0 Web Trading Platform for Yangon Stock Exchange ( YSX ) USER GUIDE #03-04, Union Financial Center, Corner of Mahabandoola Road & Theinphyu Road, Yangon, Myanmar. Tel: +95 1 8610309-13, 8610331-35 Fax: +95 1 8610330 [email protected]

Transcript of CB Trader Web Application...CB Trader Web Application Version 1.0 Web Trading Platform for Yangon...

Page 1: CB Trader Web Application...CB Trader Web Application Version 1.0 Web Trading Platform for Yangon Stock Exchange ( YSX ) USER GUIDE #03-04, Union Financial Center, Corner of Mahabandoola

CB Trader Web Application Version 1.0

Web Trading Platform for Yangon Stock Exchange ( YSX )

USER GUIDE

#03-04, Union Financial Center, Corner of Mahabandoola Road & Theinphyu Road, Yangon, Myanmar.

Tel: +95 1 8610309-13, 8610331-35 Fax: +95 1 8610330

[email protected]

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Getting Started:

“CB Web Application” link အား CB Securities ၏ Website ၊ Facebook နင Mobile App တ႔တြင ရရႏငပါသည။

PC (သ႔မဟတ) Smart Phone’s ထမ Internet browser ျဖင “CB Web Application” အား၀ငေရာကအသးျပႏငသည။

To get “CB Web Application” at Website, Facebook and Mobile App of CB Securities.

To use “CB Web Application”, open the link that CB Securities provided to you in your PC or smart phone’s internet browser.

CB Securities’ Website - www.cbsecurities.com.mm

Facebook - https://www.facebook.com/CBSecurities/

Mobile App - CB Trader

Web Application Link - http://app.cbsecurities.com.mm/Express5/trader/home#

CB TRADER WEB APPLICATION MENU

Trade

Market Watch

Order Book

Trade Book

Holdings

RMS Limit

Alerts

Set Alert

Alert Book

User Profile

User Profile

Change Password

Widget Profile

Color Profile

Settings and View

Table View

Grid View

Multiple MBP

Filter

Add or Remove Columns

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How to Login:

Log In Screen:

“LOGIN ID” တြင Trading ID No.1xxxxxxxx အား ထညသြငးေပးရပါမည။

“Password” တြင CB Securities မ ထတေပးထားေသာ password ကအသးျပေပးပါ။

ထ႔ေနာက “Login” အား ႏပေပးရပါမည။

Input your Trading ID No.16xxxxxxx in “LOGIN ID” Field.

Input your password provided by CB Securities in “Password” field.

And then press “Login”.

Logged In Successfully:

“Logged In Successfully” ေဖာျပခကႏငအတ Password အား ေျပာငးလေပးပါရနေဖာျပထားပါသည။

{မတခက : CB Web Application အား ပထမအႀကမအသးျပျခငးျဖစပါက Password ေျပာငးလေပးရသည။}

ထ႔ေနာက “Submit” က ႏပပါ။

“Logged In successfully” page will show and describe to change password.

{Remark: CB Web Application System will provide default password for your 1st time login.}

And then click on “Submit”.

Trading ID No.1xxxxxxxx ထညေပးရန။

Password ထညေပးရန။

Login ႏပေပးရန။

Submit ႏပေပးရန။

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Change Password:

Password policy:

Password တြင စာ၊ ကနးဂဏနး ႏင သေကၤတ မားပါ၀ငရမည။ {ဥပမာ။ @bc123 }

Password သည အနညးဆး ၆ လး မ ၁၂ လးၾကားရရမည။

Password သည User / Login ID ႏငမတညေစရ။ {ဥပမာ: User ID သည 16xxxxx20 ျဖစခလင passwordတြင 1620 ကနးဂဏာနးမား ပါဝင၍ မရပါ။)

Password သည ေနာကဆး ၃ ႀကမ အသးျပခေသာနပါတမားမျဖစေစရ။

Password က ပမလၿခမႈရေစရန သေကၤတမားထညသြငးအသးျပရန အႀကျပပါသည။ {ဥပမာ။ @#!%* }

Password လၿခေရးအတြက ရကေပါငး ၉၀ ျပညလင ေျပာငးေပးရနလအပပါမည။

Password should be alphanumeric.

Password should be at least (6) characters and maximum (12) characters.

Password should not be the same as your User / Login ID. (eg. If User ID is 16xxxxx20, password shouldn’t include 1,6,2,0)

Password should not be the same as your last 3 passwords.

For extra safety, it is recommended that you use a special character in the password.

For Security purposes, login password will expire every (90) days and will need to be reset by you.

“Old Password” ထညရန။

“New Password” ထညရန။

“Confirm Password” ထညရန။

“Change” ႏပရန။

“OK” ႏပရန။

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Log In Again with New Password

Password ေျပာငးျပးလင Login Page သ႔ ျပနလညေရာကရသြားမညျဖစပါသည။

“New Password” က အသးျပ၍ Login ျပန၀ငပါ။

“Logged in Successfully” box ေပၚလာလင “Submit” ကႏပပါ။ {Logged in Successfully box တြင ေနာကဆး Login အခနကေဖာျပသည။}

After changed password, going back to “Login Page”.

Please Login again to used “New Password”

Click on “Submit” to be appear “Logged in Successfully”

How to Create Market Watch:

“Login” ႏပေပးရန။

Trading ID No.1xxxxxxxx ထညေပးရန။

New Password ထညေပးရန။

1. “Create MW” ႏပေပးရန။

2. ႏစသကရာအမညကထညသြငးေပးရန။

3. “Create” ကႏပပါ။

“Submit” ႏပေပးရန။

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How to Add Scrip:

Market Watch bar ၏ ညာဘကေထာငတြငရေသာ “Add Scrip” အား ႏပပါ။

Please click “Add Scrip” from Left side of Market Watch bar.

ထ႔ေနာက Market Watch bar ၏ ဘယဘကေထာငတြင boxes သးခေပၚလာပါမည။

ပထမ box တြင Create လပခေသာ Market Watch Name က ေရြးခယပါ။ {ဥပမာ: YSX }

ဒတယ box တြင Common Stock Symbol “CS” က ေရြးခယပါ။

တတယ box တြင Company Symbol က ရကထညပါ။

ထသ႔ရကထညလကေသာအခါ ေပၚလာေသာ Company Name အျပညအစအား ႏပေပးပါ။ { ဥပမာ : MTSH, FMI, MCB, FPB }

And then three boxes appear from Right side of Market Watch bar.

Please to select created Market Watch Name in first box. { Example : YSX }

Please to select Common Stock Symbol “CS” in second box.

Please to typing Company Symbol in third box.

After typing, please click to Company Name when appear. {Example: MTSH, FMI, MCB, FPB}

1. Create လပခေသာ MW Name ကေရြးပါ။

2. “CS” ကေရြးပါ။

3. “Company Symbol” ရကပါ ေပၚလာေသာ

Company Name အျပညအစကႏပပါ။

“Add Scrip” ႏပပါ။

“OK” ႏပေပးရန။

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“Add Scrip” ျပလပျခငး ေအာငျမငေၾကာငး Alert Message ေပၚလာလင “OK” က ႏပပါ။

Please click to “OK” after Alert Message box for Scrip added successfully.

How to Put BUY/SELL Order:

“OK” ႏပပါ။

BUY ဝယမညဆပါက “B”

ကႏပပါ။

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Limit/ Market Order ေရြးရန

SELL ေရာငးမညဆပါက “S” ကႏပပါ။

Limit/ Market Order ေရြးရန

Market Best Price

ကၾကညလပါက

Quote က ႏပပါ။

Market Best Price

ကၾကညလပါက

Quote က ႏပပါ။

Submit ကႏပရန

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Order Book ရယယာအေရာငးအ၀ယလပေနေသာ Orders မား၏ Open Orders တ႔က အေသးစတေဖာျပထားပါသည။

{ မတခက : ရယယာ Order ျပလပထားေသာေန႔အတြကသာေဖာျပသည။}

Detail Described Open Order for Sealing of Share Orders. {Remark: can be showing for shares order day only.}

Refresh ျပလပျပးေသာအခါ Order Book က ေအာကပါအတငး ေတြ႕ျမငရပါမည။

Trade Book ရယယာအေရာငးအ၀ယျဖစသြားေသာ Transaction မားကအေသးစတေဖာျပထားပါသည။

{ မတခက : ရယယာအေရာငးအ၀ယျပလပထားေသာေန႔အတြကသာေဖာျပသည။}

Detail Describe Trade Confirmed Transaction. {Remark: can be showing for Trade day only.}

“Submit”က ထပႏပရန

1xxxxxxxx

“Refresh” ကႏပရန

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Position အေရာငးအ၀ယျဖစခေသာ ရယယာမား၏ အေရအတြက ႏင ေစးႏနးတ႔က တြကခက၍ ေဖာျပထားပါသည။

{ မတခက : ရယယာအေရာငးအ၀ယ ျပလပထားေသာေန႔၏ balance ကသာေဖာျပသည။}

Describe calculated the number of Sales’ Shares Quantities and Prices. {Remark: can be describing only for Trade day balance.}

Holding လကရပငဆငေသာရယယာအေရအတြကအတအကကေဖာျပထားပါသည။

Describe currently the number of Stocks holding.

RMS Limit လကကနေငြအား ေဖာျပထားပါသည။

Describe Total Available Balance.

Set Alert

Alert ေအာကမ Set Alert က ေရြးခယပါ။

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Alert Book Create လပျပးေသာ Alert မားက Alert Book တြင ျပနလညၾကညရႏငပါသည။

To review in Alert Book for created alerts.

YSX က ေရြးခယပါ။

Exchange: YSX, CS ကေရြးပါ။

Search: “Company Symbol” ရကပါ၊ ေပၚလာေသာ

Company Name အျပညအစကႏပပါ။

Set Alert Based on: alert data တစခကေရြးခယပါ။

“Submit” ကႏပပါ။

“Value” ကျဖညပါ။

ႏစသကရာ Trade Type တစခက ေရြးခယပါ။

ႏစသကရာ Send Type တစခက ေရြးခယပါ။

“OK” ကႏပပါ။

“Submit” ကႏပပါ။

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User Profile

Menu bar ၏ ညာဘကေထာငရေသာ “Menu box” က ႏပျပး “User Profile” menu က ႏပပါ။ Click on “Menu box” from left sight of menu bar and click on “User Profile” menu.

User Profile User profile တြင User ၏ Information မားက detail ၾကညရႈႏငပါသည။

Can be seeing User Information detail in user profile.

User Detail

Account Details

Personal Details

Contact Details

Bank Details

DP Details

Enabled Exchanges

Change Password Login Password ေျပာငးလႏငပါသည။

Can change “Login Password”.

Widget Profile Profile List box ထတြင “Profile name” အား create လပႏငသည။

Can create “Profile name” in profile list box.

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Color Profile Color profile box ထတြင ႏစသကရာ Color Theme က အသးျပႏငသည။

Can be applying “Color Theme” in color profile box.

How to Logout:

Menu bar ၏ ညာဘကေထာငရေသာ “Logout” က ႏပပါ။ Click on “Logout” from left sight of menu bar.

Thank you

For more information,

Please visit our website at cbsecurities.com.mm, #03-04, Union Financial Center, Corner of Mahabandoola Road & Theinphyu Road, Yangon, Myanmar.

Tel: +95 1 8610309-13, 8610331-35 Fax: +95 1 8610330

[email protected]

“Logout” က ႏပပါ။