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Bma Manual

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    BMA TRADING TERMINAL USER GUIDE

    Creation Date: Jan. 08, 2007

    BMA Capital Management Limited8th Floor Uni-TowerI.I Chundrigar Road

    Karachi

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    TABLE OF CONTENTS

    S.No OPTIONS PAGE NO

    1 BMA Trading Terminal Shortcut Keys 3

    2 BMA Trading Terminal Installation Guide 5

    3 Launching BMA Trading Terminal 9

    4 Login Screen 9

    5 Main Screen with Menu Bar 10

    6 Right Click Options and Symbol Selection 10

    7 Adding and Changing Symbols Directly 11

    8 Column Selection and Color Setting 12

    9 Font Size 13

    10 File Menu 14

    11 View Menu 16

    12 Order Menu 20

    13 Trading Menu 25

    14 Graphs 27

    15 Account Status Menu 28

    16 Reports 29

    17 Setting Menu 33

    18 Contact Us 35

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    BMA Trading Terminal Shortcut Keys

    S.NO OPTIONS KEYS

    1 File Menu Ctrl + F

    2 Trade log Ctrl + D

    3 Message Log Ctrl + G

    4 View Menu Alt + V

    5 Market watch Ctrl + M

    6 Waterfall ticker Ctrl + T

    7 Time of sale Ctrl + S

    8Exchange Watch Ctrl + E

    9 Symbol Summary Ctrl + L

    10 Order Menu Alt + O

    11 Buy Order F4

    12 Sell Order F5

    13 Modify Order F9

    14 Cancel Order F11

    15 Outstanding Order Ctrl + O

    16 Outstanding Orders Summary Ctrl + U

    17 Trading Menu Alt + T

    18 Transaction List Ctrl + R

    19 Transaction Summary Ctrl + Y

    20 Delivery Request Ctrl + Q

    21 Graph Menu Alt + G

    22 Stock Graph Ctrl + K

    23 Index Graph Ctrl + I

    24 Account Status Alt + A

    25 Current Portfolio Ctrl + F

    26 Reports Menu Alt + R

    27 Setting Menu Alt + S

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    S.NO OPTIONS KEYS

    28 Change Password Ctrl + W

    29 Price Alerts Ctrl + P

    30 Symbol listing Ctrl + B

    31 Exit Ctrl + X

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    After clicking Install Trading Terminal, installation will start. Kindly waittill the introduction window appears in front of you.

    BMA TRADING TERMINAL INSTALLATION GUIDE

    Upon inserting the Trading Terminal software CD thisscreen will appear. For auto installation click on InstallTrading Terminal from the above menu.

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    Click next to proceed

    Click next to install default directory

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    Select other and then click Next to install

    To install BMA Trading Terminal in your directory select install

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    Please wait. Initial installation of the BMA Trading Terminal may take a few minutes.

    Click Done to complete installation.

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    LOGIN SCREEN

    Login ScreenUpon successful installation simply sign in with your User ID and Password provided to you inthe welcome package. Connect Trading Terminal by choosing the Primary option, however ifthere is a connection error try using Secondary (Backup) option.

    Note: Upon initial Login the system may ask you to upgrade to the latest version of thesoftware. This process may take a few minutes. However, if no such message appearsthen only this application login screen will be displayed.

    LAUNCHING BMA TRADING TERMINAL

    BMA Trading Terminal can also be accessed form the shortcutprovided at your Desktop.

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    MAIN SCREEN

    RIGHT CLICK OPTIONS AND SYMBOL SELECTION

    Click right on the market watch screen to view the following

    options:- Symbol List Column Options Color Font

    After your initial login, the above displayed windowsappear as default, but these can be changed as desiredby selecting the options from the menu bar.

    Important NoteAt time of orders please note that both (Server & Rates), mustbe connected.

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    Adding/Changing Symbols Directly

    Symbol Selection

    To add new symbols just write the symbol of the scrip and click the Addbutton. Similarly, click delete to remove any item. Symbols can be movedup or down whenever required, by using the arrow keys.

    Adding SymbolsTo add a new symbol directly on your Market Watchwindow, double click on the blank column at the bottomof the symbol list, type your symbol and press Enter.Changing SymbolsTo change or replace an existing symbol, double click onthat symbol, press back space, enter your desired

    symbol and press Enter.

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    COLUMN SELECTION AND COLOR SETTING

    ColorFrom the color selection window you can choose any color for changing the foreground,background, header foreground, header background, up tick, down tick and grid line color.

    Column Selection:Required fields from the column list (left) can be selected and moved to the selected column(right) and vice versa. Column settings can also be changed by using up and down arrow keys.

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    FONT SIZE

    Font selection will allow you to choose your

    favorite font and its size.

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    FILE MENU

    Trade Log the first option in File Trade Logmaintains a record of all the trades executed

    daily.

    Message LogMessage Log comprises of login confirmations, password change confirmations, loadingof market and symbol data confirmations, opening and suspension of regular, carryover, future and provisional market. The file contains messages for each trading dayonly (i.e. historical messages for previous days are not retrievable).

    The menu bar at the top provides you with

    options of File, View, Order, Trading, Graph,Account Status, Reports and Settings.

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    Exit

    To Log off from the TT Software application click on exit.

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    VIEW MENU

    Market WatchMarket Watch shows real time trading activities for each symbol. Each row shows current marketstatistics, for a particular symbol, in a particular market (ready, futures etc). If the change in any

    value is greater than its pervious value, the figures in the Change column will appear in green and ifthe change is less than the pervious value, the figures will appear in red.

    Waterfall TickerWaterfall Ticker displays current trades as they happen and buy/sell market positions forthe selected symbols. The latest trades are shown at the top.

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    Time of Sale

    Time of Sale helps to observe the changing market situation of a particular symbol.

    Exchange WatchExchange Watch displays shares trading and exchange statistics, which help in knowing thecurrent index, total turnover, change, up, down etc.

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    Symbol SummaryThis option allows you to see the summary of your desired symbol. Symbol summary notonly displays the daily high and low of your selected symbol but also identifies the

    current buy / sell price along with Upper (To) and Lower (From) Cap of the same.

    Market by OrderMarket by Order displays the last 10 orders queued for execution. Buy/sell prices and thecorresponding volumes of a particular symbol are displayed. Enter the symbol of your

    desired company to view the last 10 queued orders on real time basis.

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    Message BoardMessage Board provides an interface through which a user is kept aware of different eventshappening in the system. Whenever a user places an order or modifies / cancels an existingorder, message board displays different messages regarding the status of these orders.

    Similarly, when an order gets executed, a trade confirmation appears on the message board.

    Important! Message Board window gives you a currentstatus of your orders (buy, sell or cancel). It isrecommended that you always keep this window open fororder updates.

    Market by Price

    Market by Price displays the number of buyers and sellers in aqueue showing details of their prices, orders and total volume.

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    ORDER MENU

    Buy OrderThis screen allows you to place buying orders by entering the quantity (volume) of your desired

    symbol. You will also have to enter the order type (limit, market etc). Clicking Buy buttonenables the system to process the order. However, before executing the order the system willrequest final confirmation through another window. Immediately after the order is executed,the order confirmation is displayed in the message board window.

    Invalid OrderIf the order value is greater than the exposure allowed, this promptwindow appears which shows the available exposure allowed.

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    Sell OrderThis screen allows you to place selling orders by entering the quantity (volume) of your desired

    symbol. You will also have to enter the order type (limit, market etc). Before executing the order,the system will check the custody position in the relevant script. Clicking the Sell buttonenables the system to process the order. However, before executing order the system will requestfinal confirmation through another window. Immediately after the order is executed, the orderconfirmation is displayed in the message board window.

    Invalid order:If the ordered quantity is not in your custody a prompt window appearswhich shows the order volume being greater than the holding.

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    Modify Order:You can also modify your order rates and volume throughoutstanding order window. To modify your order, open outstandingorder window, select your order by left click on the particular orderthat you want to modify. By left clicking on that order the color ofthe line will become grey. Right click on that order and selectModify Order.

    Modify Order:

    This screen allows you to modify your orders, prices and volume.

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    Cancel OrderFor order cancellation, enter your order number and click cancel. Theconfirmation will be exhibited in the message board window. Orders canalso be cancelled by going to outstanding orders, selecting the order to

    be cancelled and confirming cancellation.

    Modify Order:

    By selecting Modify order on your particular order, your given order symbol, rate and volumewill automatically be highlighted on the screen. From here you can modify your volume orrates as per your requirement. Your modification confirmation will be displayed on themessage window.

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    Outstanding OrdersThis keeps a record of all orders that have not been executed. Whenever a new order is placed, itappears in this window as outstanding order, until the order is successfully executed or cancelled.Buy and Sell orders appear in different colors. Orders can be cancelled by right clicking on aparticular order.

    Outstanding Orders SummaryOutstanding Orders Summary shows a listing of all orders for each symbol. Summary of a

    particular symbol may also be viewed.

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    TRADING MENU

    Transaction ListTransaction List maintains the updated records of all the executed tradesduring the day.

    Transaction SummaryTransaction Summary shows a list of all the current days trades for each symbol.Summary of a particular symbol may also be viewed.

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    Delivery RequestIn case of purchase of CFS items the customer should always mark Delivery Request for currentday purchases (if the client does not want to avail the CFS facility), either after closing of theregular market or before starting of the CFS market, though this can also be requested duringregular market hours. In case the delivery of CFS scrips is not marked by the customer on thesame day, the items will then be categorized as CFS.

    Payment RequestThis facility allows the client to request for payments viacheque from his / her account

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    GRAPH MENU

    Stock GraphStock Graph plots trade rates of a symbol (vertically)in a particular market against time (horizontally). The

    graph may be viewed with different rate differentials.You can view up to five stock graphs simultaneously.

    Index Graph

    Index Graph plots stock exchange index value against time.

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    ACCOUNT STATUS MENU

    Portfolio viewCurrent portfolio provides a view of clients trades for the day with respect tocurrent market rates, average cost, market value and un-realized gain/loss. Clearingt es dro down menu s ecifies the t e of trade settlement.

    Margin ReportMargin Report keeps a track of the users current status of cash (blocked /unblocked), custody,exposure allowed and available percentage, as well as a summary of the users portfolio.

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    REPORTS MENU

    Cash BookProvides the clients cash activity on the requested trade date. Enter date (From To)

    and Click the Fetch button, will display the detailed report.

    Cash book ReportComplete details of your cash book with trade #, date, chg/bill # sett date,description, debit, credit and balance can be viewed.

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    Payment Request

    Date wise payment requests are displayed.

    Payment RequestDetailed reports of payment requests with time, amount, status, remarks,accept time and delivery time may be viewed.

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    Net Custody PositionDetails of the clients net custody position, for a particular symbol (stock) or all symbols on aparticular date and in each market category (regular, spot forward etc) are provided.

    Daily Trade ConfirmationDaily Trade Confirmation provides symbol wise details of a clients trading activities ina specific period of time, for a particular clearing type.

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    Periodic Trade SummarySymbol wise summary of clients trading activities, in a particular period of time, for aparticular clearing type, are provided.

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    SETTING MENU

    Change PasswordFor your own security, it is recommended that you should

    immediately change your password from this screen after login forthe first time. This facility allows you to change your passwords when

    required.

    Price AlertsPrice Alert cautions the user whenever the price of certain symbols crosses certain upper and

    lower limits. The user defines these upper and lower limit values.

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    Symbol ListingShows company names and their respective symbols l isted in the Karachi Stock Exchange.

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    Contact Us

    For more information please contact our Call Center

    UAN: (021) 111 BMA TRADE, (021) 111-262-872Email: [email protected] Portal: www.bmatrade.comOffice Timings: 9 am to 5 pm

    Or you can mail us at:

    BMA Trade - Customer ServicesC/o BMA Capital Management LimitedSuite # 801 UnitowerI.I. Chundrigar RoadKarachi-74000Pakistan


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