User Guide – for Java Phone - RHBInvest online trading ... · Boxes that have ( Note ) indicate...

User Guide – for Java Phone

Release Date : July 2010

Copyright 2007 SOLUTIONS LAB PTE LTD. All rights reserved.

© 2010 SOLUTIONS LAB PTE LTD. All Rights Reserved.

Company Confidential Page ii

PREFACE

This manual describes how to use the various features in Mobile Invest.

Page iii Company Confidential © 2010 SOLUTIONS LAB PTE LTD. All Rights Reserved.

DOCUMENT HISTORY

No. Chapter Section Description

30 July 2010

1 1 All 1st Version.


Company Confidential Page iv

CONTENTS

PREFACE.............................................................................................................................II

DOCUMENT HISTORY........................................................................................................ III

CONTENTS ........................................................................................................................ IV

TYPOGRAPHIC CONVENTION ......................................................................................... VI

AUDIENCE ........................................................................................................................ VII

1 GETTING STARTED.................................................................................................1

2 MOBILETRADER FEATURES..................................................................................2

2.1 LOGIN ...............................................................2 2.2 TEST CONNECTION .......................................9 2.3 MARKET INFORMATION DELIVERY ...........15

2.3.1 Search Counters...............................................................................15 2.3.2 Top 10 Volume .................................................................................22 2.3.3 Top 10 Gainer...................................................................................24 2.3.4 Top 10 Loser ....................................................................................26 2.3.5 Sectorial Indices ...............................................................................28 2.3.6 Score Board......................................................................................30 2.3.7 Best Buy/Sell ....................................................................................32 2.3.8 Trade Summary................................................................................34 2.3.9 Stock Tracker ...................................................................................36 2.3.10 Counter’s Detail ................................................................................38 2.3.11 Streaming Mode ...............................................................................41 2.3.12 Add To Watchlist ..............................................................................43 2.3.13 View Watchlist ..................................................................................46

2.4 MOBILE TRADING .........................................48 2.4.1 BUY..................................................................................................48 2.4.2 SELL.................................................................................................56 2.4.3 Orders of The Day ............................................................................65 2.4.4 Amend BUY......................................................................................68 2.4.5 Amend SELL ....................................................................................75 2.4.6 Withdraw BUY ..................................................................................82 2.4.7 Withdraw SELL.................................................................................89

Page v Company Confidential © 2010 SOLUTIONS LAB PTE LTD. All Rights Reserved.

2.5 PORTFOLIO MANAGEMENT ........................96 2.5.1 Current Portfolio ...............................................................................96

2.6 ACCOUNT MANAGEMENT ...........................98 2.6.1 Outstanding Position.........................................................................98

2.7 CONTACT CALL CENTRE………………….101


Company Confidential Page vi

TYPOGRAPHIC CONVENTION

The following table lists the typographic convention used in this manual.

Typeface /

Symbol

Meaning Example

abcdefg This indicates a

command to be typed at

the prompt.

> cd /usr/platform/sun4u/sbin

ABCDEFG Indicates notation used

in configuration files.

SEND=*:NONE:*:NONE:HIGHPRICE

Notations used in this document:

All commands to be typed at the command prompt or program codes are presented within

boxes.

Boxes that have ( Note ) indicate they are notes that provide hints about the topic in reference.

All screens captures are just sample screen and may differ in the actual scenario.

Data items listed in the documented are also samples and may differ in the actual scenario.

Page vii Company Confidential © 2010 SOLUTIONS LAB PTE LTD. All Rights Reserved.

AUDIENCE

This documentation has been conceived as the user guide for the Mobile Invest System. This

document is beneficial for users who wish to understand the key features in Mobile Invest System.

In this Section

• Mobile Invest Features

Features

Company Confidential © 2007 SOLUTIONS LAB PTE LTD. All Rights Reserved.

1

Mobile Trader

Features

1 GETTING STARTED

System Requirements

• Java Phone with J2ME MIDP 2.0

• Active GPRS/3G account.

Installing the Program

Getting RHB Mobile Invest on your JavaPhone is easy, only download the installation file and then complete the installation. When RHB Mobile Invest has been installed, enter with your RHBInvest user ID and password, log on to your account at the RHB Mobile Invest portal. STEPS TO SET UP MOBILETRADER

Step Do this

1. LOG ON at the RHB Mobile Invest Portal

a. First, on your JavaPhone, go to the RHB Mobile Invest Portal at http://www.rhbinvest.com/mobile

2. DOWNLOAD the self-installing application file to your JavaPhone.

a. On the home page, select Download.

Under please select Mobile Phone Model device type. Select Submit.

e. On the page that appears next, confirm that your selection is shown by You have selected: Mobile Phone [Brand], [Model]. If this is correct, select Download to download the self-installing application file. (Otherwise, select Home and start over.)

b. When asked whether to download the file, select Yes.

The application self-installs.


Company Confidential

2

Mobile Trader

Features

2 MOBILEINVEST FEATURES

2.1 LOGIN

Screen 1 - Login Page


3

Mobile Trader

Features

Screen 2 - Enter the Login ID and PIN



4

Mobile Trader

Features

Screen 3 - Click on Menu option. Select Option.


5

Mobile Trader

Features

Screen 4 - Select Login option to log in. For first-time user, select Test Connection to make sure that the connection for the application is fine.



6

Mobile Trader

Features

Screen 5 - The phone will prompt whether to use the airtime. Select Yes. “Please Wait” message will be shown.


7

Mobile Trader

Features

Screen 6 - If an invalid User ID or PIN is input, error message will be shown.



8

Mobile Trader

Features

Screen 7 - Upon successful login


9

Mobile Trader

Features

2.2 TEST CONNECTION

After successful downloading, user should test the connection before start to use the application.

Screen 1 - Click Menu and select Option



10

Mobile Trader

Features

Screen 2 - Select Test Connection from the Mobile Trader option


11

Mobile Trader

Features

Screen 3 - If HTTP Test Connection is tested, the following screen will be shown.



12

Mobile Trader

Features

Screen 4 - If HTTPS Test Connection is tested, the following screen will be shown.


13

Mobile Trader

Features

Screen 5 - If Streaming Test Connection is tested, the following screen will be shown.



14

Mobile Trader

Features

Screen 6 - Upon successful Test Connection


15

Mobile Trader

Features

2.3 MARKET INFORMATION DELIVERY

2.3.1 Search Counters

Screen 1 - Select Search from the Main Menu.



16

Mobile Trader

Features

Screen 2 - Search screen will be shown.


17

Mobile Trader

Features

Screen 3 - Search can be done by counter code or counter name.



18

Mobile Trader

Features

Screen 4 - Click on Menu and select Option.


19

Mobile Trader

Features

Screen 5 - Select Get from the Options.



20

Mobile Trader

Features

Screen 6 - The search result will be shown.


21

Mobile Trader

Features

Screen 7 - If the invalid value is input, the search result will be as follows.



22

Mobile Trader

Features

2.3.2 Top 10 Volume

Screen 1 - Select Top 10 Volume from the Main Menu


23

Mobile Trader

Features

Screen 2 - List of Top 10 Volume will be shown



24

Mobile Trader

Features

2.3.3 Top 10 Gainer

Screen 1 - Select Top 10 Gainer from the Main Menu


25

Mobile Trader

Features

Screen 2 - The Top 10 Gainer will be shown



26

Mobile Trader

Features

2.3.4 Top 10 Loser

Screen 1 - Select Top 10 Loser from the Main Menu


27

Mobile Trader

Features

Screen 2 - The Top 10 Loser will be shown



28

Mobile Trader

Features

2.3.5 Sectorial Indices

Screen 1 - Select Sectorial Indices from Main Menu.


29

Mobile Trader

Features

Screen 2 - List of Indices will be shown.



30

Mobile Trader

Features

2.3.6 Score Board

Screen 1 - Select Score Board from Main Menu.


31

Mobile Trader

Features

Screen 2 - List of Score Board will be shown.



32

Mobile Trader

Features

2.3.7 Best Buy/Sell

Screen 1 - From any options in which counter details are displayed such as TopX, Watchlist etc, select a counter to view the Market Depth. Click Menu and select Option


33

Mobile Trader

Features

Screen 2 - Select Best Buy/Sell from the Main Menu

Screen 3 - The selected counter Market Depth details will be shown.



34

Mobile Trader

Features

2.3.8 Trade Summary

Screen 1 - From any options in which counter details are displayed such as TopX, Watchlist etc, select a counter to view the trade summary. Click Menu and select Option


35

Mobile Trader

Features

Screen 2 - Select Trade Summary from the Main Menu

Screen 3 - The selected counter’s Trade Summary will be shown



36

Mobile Trader

Features

2.3.9 Stock Tracker

Screen 1 - From any options in which counter details are displayed such as TopX, Watchlist etc, select a counter to view the transaction log


37

Mobile Trader

Features

Screen 2 - Select Stock Tracker from the Main Menu

Screen 3 - The selected counter’s Time & Sales will be shown



38

Mobile Trader

Features

2.3.10 Counter’s Detail

Screen 1 - From any options in which counter details are displayed such as TopX, Watchlist etc, select a counter to view the the detail (eg. IVORY)


39

Mobile Trader

Features

Screen 2 - Click Menu and select Option.

Screen 3 - Select Detail from the Main menu



40

Mobile Trader

Features

Screen 4 - The details of the counter selected will be shown


41

Mobile Trader

Features

2.3.11 Streaming Mode

Screen 1 - Click Menu and select Stream.



42

Mobile Trader

Features

Screen 2 - icon will be changed to icon. “Please wait…” message will be shown indicating that streaming is progressing. Updated details will be highlighted in yellow.


43

Mobile Trader

Features

2.3.12 Add To Watchlist

Screen 1 - Select a counter to add to watchlist. Click Menu and select Option



44

Mobile Trader

Features

Screen 2 - Select Add To Watchlist from the Main Menu.

Screen 3 - List of watchlists will be shown. Select the preferred watchlist to add the counter


45

Mobile Trader

Features

Screen 4 - Upon successful add to watchlist

Screen 5 - If the counter exists in the watchlist, the following screen will be shown.



46

Mobile Trader

Features

2.3.13 View Watchlist

Screen 1 - Select View Watchlist from the Main Menu


47

Mobile Trader

Features

Screen 2 - List of watchlists will be shown. Select the preferred watchlist to view .

Screen 3 - If watchlist has more counters than what the screen is able to show, select Next Page from the Main Menu.



48

Mobile Trader

Features

2.4 MOBILE TRADING

2.4.1 BUY

Screen 1 - Select a counter to Buy. (eg. IVORY)


49

Mobile Trader

Features

Screen 2 - Click on Menu option. Select Option.

Screen 3 - Select Buy from the Main Menu



50

Mobile Trader

Features

Screen 4 - Selected counter is ready to be bought. Details of the counter is shown.

Screen 5 - Price can be changed.


51

Mobile Trader

Features

Screen 6 - Settlement Currency can be changed. Select the preferred currency.



52

Mobile Trader

Features

Screen 7 - The following message will be shown.

Screen 8 - After input the PIN, click on Menu and select OK.


53

Mobile Trader

Features

Screen 9 - Next, the confirmation for the Buy transaction will be shown. Click on Menu and select Submit.



54

Mobile Trader

Features

Screen 10 - Error message will be shown if the input values are not correct.


55

Mobile Trader

Features

Screen 11 - Upon successful Buy transaction



56

Mobile Trader

Features

2.4.2 SELL

Screen 1 - Select a counter to Sell. (eg. IVORY)

Screen 2 - Select Sell from the Main Menu.


57

Mobile Trader

Features

Screen 3 - Selected counter is ready to be sold. Details of the counter are shown



58

Mobile Trader

Features

Screen 4 - Price can be changed.


59

Mobile Trader

Features

Screen 5 - Settlement currency can be changed. Select the preferred currency.



60

Mobile Trader

Features

Screen 6 - The following message will be shown


61

Mobile Trader

Features

Screen 7 - After entering the PIN, click Menu and select OK.



62

Mobile Trader

Features

Screen 8 - Confirmation page will be shown. Click Menu and select Submit.


63

Mobile Trader

Features

Screen 9 - Error message will be shown if the input values are not correct.



64

Mobile Trader

Features

Screen 10 - Upon successful Sell transaction


65

Mobile Trader

Features

2.4.3 Orders of The Day

Screen 1 - Select Orders from the Main Menu.



66

Mobile Trader

Features

Screen 2 - The Orders for the day will be shown


67

Mobile Trader

Features

Screen 3 - Select Yesterday’s Order to view yesterday’s order. Yesterday’s order will be shown.



68

Mobile Trader

Features

2.4.4 Amend BUY

Screen 1 - Select a counter from Orders of The Day to amend. Ensure that the Status is PQ (Pending).


69

Mobile Trader

Features

Screen 2 - Select Amend from the Main Menu



70

Mobile Trader

Features

Screen 3 - Details of the Buy transaction will be shown and you can now amend the quantity.


71

Mobile Trader

Features

Screen 4 - After input the new quantity, click on Menu and select OK.



72

Mobile Trader

Features

Screen 5 - Confirmation of Amend Buy transaction will be shown. Click on Menu and select Submit


73

Mobile Trader

Features

Screen 6 - If invalid values are input, the following error message will be shown. You will then be directed to the Orders of The Day screen.



74

Mobile Trader

Features

Screen 7 - Upon successful Amend


75

Mobile Trader

Features

2.4.5 Amend SELL

Screen 1 - Select a counter from the Orders of The Day to amend.



76

Mobile Trader

Features

Screen 2 - Select Amend from Main Menu


77

Mobile Trader

Features

Screen 3 - Details of the Sell order will be shown and you can now amend the quantity



78

Mobile Trader

Features

Screen 4 - After input the password, click Menu and select OK


79

Mobile Trader

Features

Screen 5 - Confirmation of Amend Sell transaction will be shown. Click on Menu and select Submit.



80

Mobile Trader

Features

Screen 6 - If invalid values are input, the following error message will be shown. You will then be directed to the Orders of The Day screen.


81

Mobile Trader

Features

Screen 7 - Upon successful Sell amend transaction.



82

Mobile Trader

Features

2.4.6 Withdraw BUY

Screen 1 - Select a counter from Orders of The Day to withdraw. But make sure the Status is PQ (Pending)


83

Mobile Trader

Features

Screen 2 - Select Withdraw from Main Menu



84

Mobile Trader

Features

Screen 3 - Details of the Buy order will be shown and ready to be cancelled.


85

Mobile Trader

Features

Screen 4 - After input the PIN, click Menu and select OK



86

Mobile Trader

Features

Screen 5 - Confirmation of Withdraw Buy transaction will be shown. Click on Menu and select Submit.


87

Mobile Trader

Features

Screen 6 - If invalid PIN is input, the error message will be shown



88

Mobile Trader

Features

Screen 6 - Upon successful cancellation


89

Mobile Trader

Features

2.4.7 Withdraw SELL

Screen 1 - Select a counter from the Orders of The Day to cancel. But make sure the Status is PQ (Pending)



90

Mobile Trader

Features

Screen 2 - Select Withdraw from Main Menu


91

Mobile Trader

Features

Screen 3 - Details of the Sell order will be shown and ready to be cancelled.



92

Mobile Trader

Features

Screen 4 - After input the PIN, click Menu and select OK


93

Mobile Trader

Features

Screen 5 - Confirmation of Withdraw Sell transaction will be shown. Click on Menu and select Submit.



94

Mobile Trader

Features

Screen 6 - If invalid PIN is input, error message will be shown.


95

Mobile Trader

Features

Screen 7 - Upon successful cancellation



96

Mobile Trader

Features

2.5 PORTFOLIO MANAGEMENT

2.5.1 Current Portfolio

Screen 1 - Select Current Portfolio from Main Menu.


97

Mobile Trader

Features

Screen 2 - The Portfolio Details will be shown.



98

Mobile Trader

Features

2.6 ACCOUNT MANAGEMENT

2.6.1 Outstanding Position

Screen 1 - Select Outstanding Position.


99

Mobile Trader

Features

Screen 2 - The outstanding position screen will be shown



100

Mobile Trader

Features

Screen 3 - If both outstanding balance and trust balance are not available, the following screen will be shown.

User Guide – for Java Phone - RHBInvest online trading ... · Boxes that have ( Note ) indicate...

Documents

Transcript of User Guide – for Java Phone - RHBInvest online trading ... · Boxes that have ( Note ) indicate...