-iPhone User Guide

-iPhone User Guide
MANUAL BOOK
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User Manual
RHB OSK iPhone App
Version 1.0
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Contents
1.
OVERVIEW ..........................................................................................................................................................3
2.
SUPPORTED DEVICES AND OS VERSIONS ............................................................................................................3
3.
DOWNLOAD & INSTALLATION PROCESS ..............................................................................................................3
4.
USING THE APPLICATION ....................................................................................................................................3
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
4.10
4.11
4.12
4.13
4.14
4.15
4.16
4.17
4.18
4.19
4.20
4.21
4.22
4.23
4.24
4.25
USER LOGIN : .................................................................................................................................................. 5
MENU: ........................................................................................................................................................... 6
QUOTE: .......................................................................................................................................................... 7
DASHBOARD .......................................................................................................... ERROR! BOOKMARK NOT DEFINED.
TOP STOCKS ....................................................................................................................................................... 8
CURRENCY EXCHANGE .......................................................................................................................................... 9
MARKET INDICES .............................................................................................................................................. 10
NEWS & UPDATES ............................................................................................................................................. 13
RESEARCH ....................................................................................................................................................... 14
IPO .......................................................................................................................................................... 15
STOCK SCREENER .......................................................................................................................................... 16
CHARTS ...................................................................................................................................................... 17
COMPANY PROFILE ....................................................................................................................................... 19
FINANCIAL REPORT ....................................................................................................................................... 20
CORPORATE INFORMATION ............................................................................................................................. 21
LIVE TRADE ................................................................................................................................................. 22
MY WATCHLIST ............................................................................................................................................ 23
O RDERPAD .................................................................................................................................................. 27
O RDER STATUS ............................................................................................................................................. 30
TRADE SETTLEMENT & CONFIRMATION .............................................................................................................. 31
PORTFOLIO ................................................................................................................................................. 33
TRADE DETAILS ............................................................................................................................................ 35
MARKET SCOREBOARD................................................................................................................................... 37
CASH WITHDRAWAL ...................................................................................................................................... 38
SETTINGS ................................................................................................................................................... 40
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1. Overview
•
RHB-OSK Mobile Application is an executable binary that can be downloaded from iTunes
•
The application checks for version updates once a day and will communicate with Middleware
servers via HTTPS (for Login, Trade, Reports, etc.) and TCP (for streaming price updates).
appstore.
2. Supported Devices and OS Versions
•
The application can be installed in any iPhone with a minimum OS version of 6.1
3. Download & Installation Process
•
The Application can be downloaded from the iTunes appstore and installed onto iPhone
4. Using the Application
•
To invoke the application, click on the RHB OSK icon from the device menu icons. Upon Startup,
application immediately brings up a splash screen occupying the full screen of the device where
Network availability and Version updates are checked in the background.
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•
The splash screen will prominently display the RHB OSK Logo and Branding with disclaimer content.
If there is any new version available for download, the Notification will be displayed to update the
application/Skip based on the Update classification.
•
In the case of no new version available, the user will be navigated to Login screen.
Pre Requisites:
To use RHB OSK application, the device has to have a:
1) Data connection (Wifi or Mobile Internet)
2) Valid credentials (Username/Password)
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4.1 USER LOGIN :
The Login screen will have the required space to input the credentials and will have options to ‘sign up’, ‘call
us’ and ‘live chat’ as well.
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4.2 MENU:
Clicking on the three vertical lines icon on the top left or slide from left will expand to show the
Menu.
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4.3 QUOTE:
The Quote screen will show the quote details for a particular stock along with its chart and various
other functions like ‘Add to watchlist’ and ‘buy’ or ‘sell’ as shown above.
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4.4 Top Stocks
The Top Stocks will hold the information of the Top,
1.
Volume
2.
Gainers
3.
Gainers %
4.
Losers
5.
Losers %
6.
Foreign Net Buy, and
7.
Foreign Net Sell
Clicking on each row will popup actionable items as shown above.
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4.5 Currency Exchange
The details like ‘Last’, ‘Change’, Change%’ etc., for various currencies will be displayed as a list as
shown above.
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4.6 Market Indices
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The Market Indices screen will display the details and chart for a particular index. It will also have
an option to choose between ‘IDX index’ and ‘World Index’. This page also has an option to display
‘Index Movers’ which can be seen as a button on the Top right as shown above.
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4.7 News & Updates
The News page has options to choose the category of news and filter it by date. The headlines will
be shown clicking on which will show the detailed description.
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4.8 Research
The Research page will display the research based on the category filtered by type and dates.
Clicking on each research item will download the research report as PDF and open it based on the
PDF reader availability.
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4.9 IPO
The IPO page will display the IPO details as shown above.
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4.10
Stock Screener
The Stock screener page will have options to input the various parameter with with a stock can be
screened upon (Fig.1) . The screened stock will get displayed with respective details.
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4.11
Charts
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Clicking on the Chart tab from quotes will show the chart for the selected stock and by clicking on
the Chart indicators button will display a popup with list of indicators and the can be added to the
current chart aswell.
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4.12
Stock Fundamentals
4.13
Company Profile
Clicking on the ‘Company Profile’ tab in the quote screen will display the current company’s details
such as Background,Product etc.,
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4.14
Financial Report
Selecting the ‘Financial Report’ tab will display the Financial report for the searched stock filtered
with ‘Year1’ (From) , ‘Year2’ (To) and ‘Months Covered’
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4.15
Corporate Information
The Corporate Information will display the information like ‘Warrantse’, ‘Bonus Issue’ etc., for the
searched stock.
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4.16
Live Trade
The Live trade screen will show the Trade happening for all the stocks by all brokers with the
recently traded stock displayed on top. Tis screen hosts a Toggle button for ‘Live Trade ON/OFF’.
Selecting this will switch the streaming ON/OFF only for this screen.
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4.17
My Watchlist
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My Watchlist is basically a screen wherein the user can create groups, add desired symbols to it so
that the can have a track of all those desired symbols without having to search them again and
again. This screen has options to Add a watchlist, Delete a Watchlist, Add symbols and delete
symbol
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4.18
Orderpad
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The Orderpad screen is the page where the user will actually get to place a stock and trade. There
are options to Buy/Sell a stock. The details of the stock will be shown on top and the user will have
to enter or select the ‘Price’, enter the ‘Quantity’ and select a ‘Session’ and ‘Client code’.
Clicking on Submit will direct the user to the ‘Confirm Order’ screen where the entered details can
be reviewed. There will be an option to amend the order or confirm it. Clicking on amend will take
the user to the main page of orderpad with prefilled data (user entered) where editing is allowed.
Clicking on confirm order will place the order and the acknowledgement page will be shown.
Here options will be provided to place a new trade or check the order status.
There is also a ‘View Limits’ option which will display the available quantity in lots and the funding
available.
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4.19
Order Status
The order status page will have the details of the order placed with options to filter the data based
on the ‘Order Status’ (In Market, Cancelled etc.,). Here options will be provided to repeat an order,
amend an order or cancel an order.
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4.20
Trade Settlement & Confirmation
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This page will show Trade settlement on top with all required details and the Trade Confirmation
will be shown below. Clicking on the same will expand and show it in Full screen as shown above.
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4.21
Portfolio
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This screen will show the user’s portfolio with all the required details as shown above.
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4.22
Trade Details
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Trade details will display the details of a trade based on Stock or Broker.
Trade details by Broker: will display the details of the stocks traded through a broker which can be
further filtered based on the time period.
Trade Details by Stock: will display the details of the ‘Buyer/Seller’, ‘Buy/Sell Lot’, ‘Buy/Sell Value’
and ‘Buy/Sell Average’ for a particular stock which can be searched.
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4.23
Market Scoreboard
The Market Scoreboard screen with display all the required details of Domestic and Foreign
Market as shown above.
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4.24
Cash Withdrawal
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The user can withdraw required amount by entering the same in ‘Withdrawal Details’ textbox and
clicking on submit.
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4.25
Settings
This page will have the settings relating to, Streaming, Chart type, landing page etc.,
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