Trade Cast Mannual
Trade Cast Mannual
Trade Cast Mannual
0
User Manual
Contents
Introduction 3
Online Account Opening 4
Login Screen 6
Home Screen 7
Configuration and Customization 8
The Watch Window 18
The Message Window 28
Order Execution 38
Monitoring/Analytical Tools 45
Reporting Tools 62
Miscellaneous Features 70
Shortcuts 73
AHL Analytics 74
About 83
2
Introduction
Trade Cast v3.4.0 is the latest version of Arif Habib Limited’s bespoke In-House
online trading platform. It comes packaged with a slew of new features that ensure
greater ease and flexibility when you trade securities through our brokers. With
Trade Cast installed on your system, the only thing you need to monitor the market
or execute your trades is an internet connection.
The purpose of this user manual is to address some of the issues you were facing
when using our software. Many of our clients were unable to understand how to
execute several commands and some were found ignorant of the various features of
our software which can greatly enhance user experience.
Since it is impossible to delve into every minute detail of our software and present
it in a concise and convenient manner, this manual only elaborates on the most
relevant aspects of our software. For the sake of brevity, some relatively less
important features have been omitted or only discussed briefly.
3
Online Account Opening
4
Online Account Opening
5
The Login Screen
This is the first screen that appears when the program is executed. Follow the
instructions and enter your login credentials to access the home screen.
6
Home Screen (Also Available in mobile app – iOS & Android)
This is the first screen that appears when you login. By default, it displays
the message and market watch windows. The windows can be shifted and
resized according to your preferences. 7
Configuration and Customization
Trade Cast has many options that enable you to customize your experience and
configure it to your requirements. This can be done by accessing the preferences
window which allows you to change passwords, PINs and set preferred accounts.
Moreover, there are several options to customize the appearance of the graphical
interface in the “Fonts” tab.
8
Preferences
General tab (Also Available in mobile app – iOS & Android)
9
Advance Settings
Desktop Alert
When the Advanced Settings window is opened, the “Desktop Alert” tab
is selected by default . It allows you to choose which notifications will
“Pop-up” on the main screen. After making the desired changes, click
on the button to put them into effect.
10
Advanced Settings
Voice Alert
Switching to the “Voice Alert” tab will show options which allow you
to adjust when and how voice notifications are given.
11
Advanced Settings
Messages
This tab allows you to choose which messages will appear in the message
window and how they will appear. Click on the button to return to
the Preferences Window.
12
Changing Your Password (Also Available in mobile app – iOS & Android)
To change your password, switch to the “Change Password’ tab. Enter your current
and new passwords in the relevant boxes. Re-enter the your new password in
“Confirm Password” box and click the button. You can access this tab
directly by clicking on the icon on the command bar. 13
Changing Your PIN (Also Available in mobile app – iOS & Android)
To change your PIN, switch to “Change PIN” tab. Enter your current password,
old PIN and new PIN. Re-enter your new PIN in the “Confirm PIN” text box and
click on the button.
14
Set Preferred Account
To set your preferred account, select the relevant Account Name and Code
and click .
15
Fonts
My Watches
The appearance of the Graphical User Interface can be altered using the options in this
tab. Clicking the buttons will give a range of options for changing the font and
highlighting of the data feed. On the left hand-side, the vertically arranged tabs show
what is being customized. Once you have selected the desired options, click “Apply” to
put them into effect. If you want to revert to the default settings, click “Apply Default”.
16
Fonts
Others
Switching to the “Others” tab displays options that allow you to customize the
appearance of everything other than your watches. They work the same way as in
the previous one. However, you cannot change how the text is highlighted.
17
The Watch Window
The Watches Window allows you to monitor the prices and trading volumes of various
scrips. By default, “conventional’ scrips are categorized into three “profiles” which
have 50 stocks each. Often, the basis for these classifications is the relative priority
assigned by the trader/broker to each scrip. Each Profile can be selected by clicking on
its tab.
1st Profile
In the screenshot, the “1st Profile” tab has been selected so the data for the
18
50 stocks in this group is shown in the window. Note that the text in the tab
turns yellow whenever it is selected.
2nd Profile
Switching to the “2nd Profile” tab will show the data for the stocks in this
particular group.
19
3rd Profile
Of the 150 stocks in all three groups, those in this category are
usually designated to be of least priority by the user.
20
Sector Watch
The “Sector Watch” allows you to view scrips categorized by sector. Use the
drop-down menu to select a sector. For example, the
“Automobile Assembler” sector has been selected so scrips concerning
companies within this particular sector are shown. Shows the number of
scrips within that sector.
21
Index Watch
The “Index Watch” allows you to monitor scrips that are part of popular indices
such as the KSE 100. Use the drop-down field to select an
index. Note that KSE 100 index has been selected so “100 INDEX” appears in the
field.
22
Futures Watch
The “Cap Watch” displays scrips which have breached their upper limits or
lower locks.
24
Shariah Watch
25
Portfolio Watch
26
Exposure Watch (Also Available in mobile app – iOS & Android)
The “Exposure Watch” can be accessed by clicking on the button on the main
menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or press “F2”. 27
The Message Window (Also Available in mobile app – iOS & Android)
The message window displays important news and announcements relating to the
stock market.
Activity Tab
For example, the “Activity” tab notifies the user if lower limits or upper 28
caps on stock prices have been lifted.
Orders
Lists the orders waiting to be executed. New orders are added to the list. Can be
displayed by switching to the “Orders” tab on the “Messages Window”.
29
Announcements
The announcements tab displays news that may affect the management and overall
operation of a company listed on the exchange.
30
News
Recent news is listed on this tab. Can be displayed by clicking on the “News” tab.
31
AHL
32
Board Meetings
Displays the details of the board meetings of listed companies which have been
announced. Can be displayed by clicking on the “Board Meetings’ tab. 33
Alerts
34
Margin Calls
The “Margin Calls” window lists all the current margin calls on investors’
accounts. A margin call is a broker's demand on an investor using margin to
deposit additional money or securities so that the margin account is brought up
to the minimum maintenance margin. 35
RSS
RSS is a type of web feed which allows users to access updates to online content in a
standardized, computer-readable format. In Trade Cast, the “RSS” tab can be used to
add news feeds from various sources. Use the search box
to find a particular source and click on the button to add it to the notification
feed or click the link to access the “RSS library’ 36
RSS Library
Clicking on the link leads you to this window. After selecting an RSS
feed, click on the button to add it. 37
Order Execution
Buy Order (Also Available in mobile app – iOS & Android)
Scrips can be bought by selecting them on the watch window opening the “Buy”
window. It can be accessed by clicking on the button on the main menu bar
and selecting from the drop-down menu. Alternatively, you can click
on the icon on the command bar or press “F5” 38
Sell Order (Also Available in mobile app – iOS & Android)
Similarly, scrips can be sold by accessing the “Sell” window. This can be
displayed by clicking on the button on the main menu bar and
selecting from the drop-down list. Alternatively, you can click
on the icon or press “F4”.
39
Leverage Buy
40
Short Sell
41
Change Order
Allows you to change an existing order. It can be accessed by clicking on the button on
the main menu bar and selecting from the drop-down menu. Alternatively, you
can click on the icon on the command bar or press “F10”.
42
Bunch Order
Allows you to buy or sell several scrips at the same time. Can be accessed by
clicking on the button on the main menu bar and selecting
from the drop-down list. Alternatively, you can click on the on the command
bar or press “F6”. 43
Cancel Orders
Allows you to cancel an existing order. Can be accessed by clicking on the button
on the main menu bar and selecting drop-down menu on the main menu
bar. Alternatively, you can click on the icon on the command bar or press “F11”.
44
Monitoring/Analytical Tools
Top 30 Movers (Also Available in mobile app – iOS & Android)
By Volume
This window lists the 30 stocks that have undergone the largest movements in
price according to volume. It can be displayed by clicking on the button 45
on the main bar and selecting from the drop-down list.
Alternatively, you can click on the icon or use the “Ctrl+T” key combination.
Top 30 Movers
Price Increase (Also Available in mobile app – iOS & Android)
Lists the 30 stocks which have undergone the largest nominal increases in
price. 46
Top 30 Movers
% Price Increase (Also Available in mobile app – iOS & Android)
Lists the 30 stocks whose prices have undergone the largest percentage 47
increases in price.
Top 30 Movers
Price Decrease (Also Available in mobile app – iOS & Android)
Lists the 30 stocks whose prices have undergone the largest nominal decreases 48
in price.
Top 30 Movers
%Price Decrease (Also Available in mobile app – iOS & Android)
Lists the 30 stocks whose prices have undergone the largest percentage
49
decreases in price.
Sector Performance
This table summarizes the sector-wise performance of the PSX. It can be opened
by clicking on the option on the main menu bar and selecting the
option. Alternatively, you can click on the icon on the command bar or use
“Ctrl+S” key combination. 50
Market Depth by Order (Also Available in mobile app – iOS & Android)
The “Detailed Quote” window displays all the specific details of a particular. To get
a detailed quote of a scrip, simply select a scrip in the one of the watch windows
and click on the button on the main menu bar and select
from the drop-down list. Alternatively, you can click the icon on the command
bar or use the “Ctrl+F4” key combination 53
Scrip Browse
Scrip Search (Also Available in mobile app – iOS & Android)
You can use this window to browse for scrips. It can be displayed by clicking on the
button on the main menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or press “F3”. Enter a
string of letters and/or numbers in the search box to find matching
scrips, markets or companies. You can make the latter selection by choosing either 54one of
the three following options:
Scrip Browse
Approved Scrip
Enables you to browse for scrips whose status is “approved”. Enter a string of
letters and/or numbers in the search field to find matching
results.
55
Indices Summary (Also Available in mobile app – iOS & Android)
Lower Locks
58
Graphs
Graphs are just one of the many analytical tools available to you. In addition to simple
charts that track the price and volume of scrips, there are those that plot Moving
Averages and Relative Strength Indicators (RSIs). Graphs can be displayed by clicking on
this icon on the command bar:
Index Graphs which plot the trends of popular indices such as the KSE 100 and the KMI 30
Scrip Graphs which plot the trends of specific scrips i.e individual stocks.
Once the button is clicked a drop-down menu appears with the following options:
Selecting the “Index Graph” option will display the following window. The 60
“KSE 100” Index is selected by default.
Scrip Graphs
Similarly, selecting the “Scrip Graph” option will display the above chart.
Use the drop-down box to select a market and the drop-down 61
box to select a scrip.
Reporting Tools
Trade Cast comes equipped with several reporting tools. With the click of a button,
you can generate many kinds of reports for your own use.
The “Daily Trade Report” displays the trades that have been carried during the
day up to the current time. It can be generated by clicking on the button
on the main menu bar and selecting from the drop-down
menu. Alternatively, you can click on the icon on the command bar or use 62
the “Ctrl+F8” shortcut.
Outstanding Log (Also Available in mobile app – iOS & Android)
The “Outstanding Log” displays the trades that are waiting to be executed. It
can be accessed by clicking on the button on the main menu bar and
selecting from the drop-down list. Alternatively, you can
click on the icon on the command bar or use the “Ctrl+F5” key 63
combination.
Trade Log (Also Available in mobile app – iOS & Android)
The “Trade Log” window displays a record of all the trades during the day that have
occurred through an account. It can be accessed by clicking on the button on
the main menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or use the 64
“Ctrl+F5” key combination.
Activity Log
The “Activity Log” displays a record of all the activity that has occurred in an account
during the day. It can be accessed by clicking on the button on the main menu
bar and selecting from the drop-down list. Alternatively,
you can click on the icon on the command bar or use the “Ctrl+F5” key
combination. 65
Periodic Trade Detail
The “Periodic Trade Detail” window displays a detailed record of all the
trades that have occurred over a specific period of time. It can be accessed by
clicking on the button and selecting from the drop-
down list. Use the drop-down list to select an account
and the boxes to select a date interval. 66
Use the drop-down box to select a scrip and then click on
to display a record.
Periodic Trade Summary
The “Periodic Trade Summary” window displays a brief record of all the trades
that have occurred over a specific period of time. It can be accessed by clicking on
the button and selecting from the drop-down list.
Allows you to generate a detailed statement for an account. To access it, click
on the button on the main menu bar and select
from the drop-down list. Alternatively, you can click on the icon on the
command bar or use “Alt+A” key combination. Use the drop- 69
down box to select an account and the drop-down
boxes to select a date interval. Click on to generate a statement
Miscellaneous Features
All Scrip Market Data Export
Allows you to export the data of scrips from a particular market. Click on
the button and select from the drop-down
list to access it. Use the drop-down box to select a market and click on
the button to export the data to a file.
70
Cash Withdrawal Request
Enables you to make a formal cash withdrawal request. It can be accessed by clicking
on the button and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or use the “Alt+R”
key combination Enter the relevant account number and PIN and an appropriate 71
amount. Select the manner in which is to be received and click on “Submit” to send
the request.
Trade Cast Browser
A number of commonly used of commands have been mapped to hotkeys, allowing the
user to execute transactions at greater speed. With a few keyboard presses, securities
can be bought and sold, charts can be displayed and statements can be accessed. These
are just a few of the commands that can be executed using shortcuts. For a full list of
hotkeys, click on the button on the main tool bar and select from
the drop-down list. Alternatively, you can click on the icon on the command bar or
press “F1”. 73
AHL Analytics
74
75
76
77
78
79
80
81
82
About
84