Instaplus Demonstration 2003ver

of 17 BPAM/Insta Plus Demo/Ver 1.1/23rd Dec 2010

Please go through the following sections for help on using Insta Plus

Page Section 02 Login to Insta Plus 03 Forgot Password? (Change/Unlock) 05 Easy Order Entry 07 Order Book / Order Modification / Cancellation 08 Trade Book / Trade Conversion 09 Positions & Limits 10 Holding Report 10 ATST Holding Report 12 Funds Transfer 12 Create Market Watch 14 Streaming Market Watch

16 Back Office Reports

17 Menu at a Glance – Where to look for what

Logging in for the first time? Please check these features


Login to Insta Plus

1. Enter User ID 2. Enter Password 3. Click ‘Login’

1. Enter Security Key (Token)

2. Click ‘OK’

On successful authentication, your Last Login Date & Time are displayed


Forgot Password? (Change / Unlock)

New users on Insta Plus, if you have not received your password you can set a new password

OR You are an existing user and you received the following message due to incorrect login attempts

You can use the ‘Forgot Password’ link on the Login page to set a new password.

Click ‘Forgot Password’ to set a

new password

1. Enter User ID 2. Enter PAN 3. Enter Security

Key 4. Click “Submit”


Note: The ‘Transaction Password’ may be required ONLY for the FIRST order in a session


Easy Order Entry

After successful login you will be taken to the Order Entry page

To get an understanding of ‘products’ click on the “What’s This?” link next to the field ‘Product Code’ Place an order:

1. Select Product 2. Enter Quantity 3. Select Order Type 4. Enter Price 5. Select Buy or Sell 6. Click ‘Submit’

You can also enter other parameters like ‘Disclosed Quantity’, ‘Trigger Price’ (in case of Stop Loss order), ‘Retention’ period as Day, IOC, etc. To place After Market Orders (AMO) the check-box next to ‘AMO’ should be ticked (selected). Confirm order as shown below.

Click >> to get market information for the scrip


Note: The ‘Transaction Password’ is required ONLY for the FIRST order in a session

Note: As demonstrated below, the color scheme on the order entry page indicates whether a ‘Buy’ order is being placed (Blue color) or a ‘Sell’ order is being place (Red color).

This is NOT the Exchange Order Number. Please see Order Book / Trade Book for details.


Order Book / Order Modification / Cancellation

To modify a pending order, select the order and click ‘Modify Order’


Trade Book / Trade Conversion

To convert the product in which you have traded, click on select the trade and click on “Position Conversion” (circled above). The following page will be displayed.

1. Select target product

2. Click “Convert Position”

Check Trade Book after conversion


Positions & Limits

To square off a particular position the user needs to click on the respective radio button in the Square Off column on the right-hand side. User will be redirected to Easy Trade Order entry Panel.

Trading Limit AmountAvailable Margin Limit 241,070.00Available Delivery Limit 90,150.00Available Derivative Limit 241,070.00Available Option Buy Limit 90,150.00Withdrawable Funds / IPO / MF Limit 60,900.00

Details Debit CreditCash Balance 100,000.00Notional Cash Credit 0.00Collateral Value 172,000.00Pay In Amount 5,900.00Ad Hoc Margin Credit 0.00Net Delivery Sell Amount 15,000.00Net Premium Receivable 40,000.00Booked Profit on Margin Positions 2,500.00Notional Cash Debit 25,000.00Ad Hoc Margin Debit 2,500.00Net Delivery Buy Amount 0.00Delivery Brokerage (Indicative) 750.00Unrealized Loss (MtoM) on Delivery Positions 0.00Margin Used for Cash Segment 5,200.00Span Margin (Futures & Options Portfolio) 10,000.00Exposure Margin (Futures) 5,000.00Net Premium Payable 0.00Booked Loss on Margin Positions 0.00Unrealized Loss (MtoM) on Margin Positions 880.00Requested Payout 0.00IPO Amount 30,000.00Mutual Fund Amount 15,000.00Total 94,330.00 335,400.00

Combined Limits across PRODUCTS - CNC / MIS / NRML ( What's This? )

Click here for an explanation of terms used above

Explanations for each term can be seen by clicking the link at the

bottom of the page

The Limits page displays segment-wise available limits and an

explanation of its various components


Holding The holding report provides information about the following:

Total (physical) holdings i.e. free and pledged balance in DP account Notional holdings i.e. Unsettled Net Buy Quantity in Open Settlements (if considered

equivalent to holdings; this depends on policy applicable to each client profile). Used i.e. Sold Quantity Balance i.e. (Total + Notional) – (Sold) Quantity.

To place a sell order for a particular security the user needs to click on the respective radio button in the Square Off column on the right-hand side. User will be redirected to Easy Trade Order entry Panel. The ‘Is Collateral’ column indicates whether the holding is approved as collateral (Yes) or not approved as collateral (No).

ATST Holding

The ATST holding report provides information of Unsettled Net Buy Quantity in Open Settlements, if this quantity is considered equivalent to holdings. This depends on policy applicable to each client profile.

To place a sell order for a particular security, the user needs to click on the respective radio button in the Square Off column on the right-hand side. User will be redirected to Easy Trade Order entry Panel.


Funds Transfer

Online Payment Gateway for Pay-in

Request for a Payout

Funds available for withdrawal are displayed. Enter the amount for which you require payout and click on ‘Submit’


Create Market Watch

A blank market watch is displayed if no market watch has been setup.

Click on ‘Set MW’ (shown as circled above). The following page will open to guide you through the process.

Select Securities and [Add >>] to the ‘Selected Company’ List on the right

Click on ‘Add to Market Watch’ to add the selected securities to the new market watch

Click on ‘Create MW’ to name your new market

watch

Enter the Market Watch Name and click ‘Create’


The following is a view of a created market watch

Quick Links on top of your new market watch allow you to move to Order Book, Trade Book, Position, etc.

An Order Entry panel appears at the bottom of your market watch and allows you to place orders by selecting a security from your market watch.


Streaming Market Watch

Click on ‘Trade Express’ link to watch your market watch update automatically and provide real time quotes.

Under the ‘Options’ drop-down (see circled above) you can view shortcut keys for placing Normal and After Market (AM) orders and for viewing Order Book and Trade Book. You can also view Net Positions, Intraday Graph, Holdings, Limits,

Quick Links on top of your Streaming Market Watch allow you to move to Payin, Payout, Limits, Holdings, etc.


Quick links and options can also be accessed by simply right-clicking on the streaming market watch, as indicated below.


Back Office Reports Various reports are available on the ‘Home’ link of Insta Plus AFTER Login

Clicking on ‘Home’ link above will open the following page Go to ‘My Accounts’ to access the reports


Menu at a Glance - Where to look for what

Easy Trade Easy Order Entry Market Watch Create Market Watch Trade Express View Streaming Market Watch MF / IPO Place MD Order / Apply for IPO Order Book View / Modify Orders Traded Orders View Executed Orders AMO Place After-Market Orders Live News View Research Calls

Exercise Exercise an Option Exercise Report View Exercise Orders

Positions View Net Positions Limits Available Limits Holdings Holdings / Collaterals T1 Holdings ATST Holding Collateral List Collateral Master

Payin Transfer Funds Payout Request for payout Transfer Status Check status of funds transfer

Change Password Change your password Get Log Message Check for order confirmations / exchange messages User Profile View your profile details

Instaplus Demonstration 2003ver

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