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AB Trade User Manual

AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

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Page 1: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

AB Trade

User Manual

Page 2: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Website Link

Enter the URL highlighted above and click on Quick Login to proceed

Page 3: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Website Link

Click on AB Trade to proceed

Page 4: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Aditya Birla Money Login

Enter the valid credentials to proceed to begin

Page 5: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Post Login Default Screen

Menu Bar Watchlist

Scrip Search Bar

Brief Overview of the Homepage / Post Login Page

Scrip Overview

Indices

Quick Order Tabs

Page 6: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Fund Transfer

Click on Transfer Funds Tab from the Menu Bar to get access to the sub menu

Page 7: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Fund Transfer

Check your account details, enter the amount and click on transfer funds

Funds can be transferred

from other accounts by

adding these NEFT details

Page 8: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist

Click on Watchlist from the Menu bar to get access to all your watchlists

Page 9: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Menu

Create, Add, Delete, View your watchlists from this menu

Page 10: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Pre Defined Watchlist

View Pre-Defined watchlist from the drop down menu

Page 11: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Journey

Click on the orange button to create any watchlist

Page 12: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Journey

Name your watchlist and click save

Page 13: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Journey

Type the scrip you wish to add and click on it to save

Page 14: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Journey

Nifty Bees Scrip would be pre added to any new watchlist.

Page 15: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Journey

Delete your watchlist by selecting the delete button

Page 16: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Watchlist Journey

Select the watchlist you want to delete and click Ok, confirm to save

Page 17: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Website Link & Quick Login

Option Strategy, 40x, CBR are the added functionality features for trade

Page 18: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Company Overview

Click on any share to get access to Company Overview Page

Page 19: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Company Overview

Get access to the entire data related to the company here. You can even Buy/

Sell from this page.

Page 20: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Trade Window

Once you click on Buy/ Sell, this trade window would pop up. Enter the quantity,

exchange, price and other details and click on place order & confirm

Page 21: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Order Book

After placing the order, you can see and cancel the order from order book which

is in the bottom menu bar

Page 22: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Research

Get access to our research under the research menu bar

Page 23: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

ABML Research

Click on ABML Research to get access to Intraday, BTST, Fundamental &

Technical and Option Portfolio research data. You can also directly buy / sell

from here.

Page 24: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Advanced Research

Advanced Research under the Research Menu is an extensive research option

available for investors seeking wide research tools and techniques

Page 25: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Consensus Based Research

CBR under the Research Menu is a consolidated research from all the top

Broking Houses and Analysts. Get a 360 degree view for your preferred stock

Page 26: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Screeners

A screener is a filtering tool to analyse stocks universe in a customized manner.

Get Income, Quality, Value & Growth screeners under the Screeners Sub Menu

Page 27: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Website Link & Quick Login

Expand any screener to see the detailed research. You can trade directly from

here by clicking on the Buy/Sell button.

Page 28: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Thematic Investment

Explore Thematic Investment from the menu bar, view different themes and

invest as per your choice

Page 29: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Thematic Investment

Expand any Theme to see the detailed thematic research. You can directly trade

this scheme from here by selecting add to basket, enter the quantity and submit

Page 30: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Reports

Get access to various reports from the Report menu bar tab. See your holdings,

order/trade book, Capital gain reports and much more from this section

Page 31: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

News

Read all News from the News menu bar related to equities, currency or global

markets.

Page 32: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info

Get all Market Info under this tab.

Page 33: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Equity

Under Equity, the overview tab would lead you to all the latest corporate actions

and news along with the screeners where you can trade your orders directly

Page 34: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Equity

Under Equity, Calendar will lead you to all the results declared by the

companies along with other corporate actions

Page 35: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Derivatives

Under Derivatives, the overview tab will lead you to a brief view of the strategy &

news. Screeners here allow you to trade directly.

Page 36: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Derivatives

Under Derivatives, Option Chain will display a watchlist of different options

enabling you to strategize and trade efficiently.

Page 37: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Derivatives

Under Derivatives, the Indices tab will display the information related to both

national and global indices giving you an overall view of the markets

Page 38: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Derivatives

Under Derivatives, Options Strategies is an extensive research particularly

made for traders who trade in Options.

Page 39: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Derivatives

Under Derivatives, Future Roll Over gives all the details required for any roll

over trade

Page 40: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

Market Info - Currency

Under Currency, the overview tab would give a holistic information regarding the

global currency markets

Page 41: AB TRADE DEMO · Fund Transfer Procedure : Step 1 Select The “Transfer Fund” Menu Select The “Add Money” Option Details shown for visual representation and understanding

THANK YOU & WELCOME

HAPPY TRADING