Mobile Trading Application User Guide

for Apple iOS and Android users

Using the eAllianceShare Mobile App

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Table of Contents

Welcome................................................................................................................................................. 3

Audience ................................................................................................................................................ 3

Get Started ............................................................................................................................................. 3 System Requirement .......................................................................................................................... 3 Download and Install the Mobile App ................................................................................................. 3 Login ................................................................................................................................................... 4 Get to Know your Menu ...................................................................................................................... 5 Setting up your Mobile App ................................................................................................................. 7

Using eAllianceShare Mobile App ....................................................................................................... 9 Dashboard .......................................................................................................................................... 9 Top 30 ............................................................................................................................................... 10 Favourites ......................................................................................................................................... 11 Market ............................................................................................................................................... 12 Indices ............................................................................................................................................... 14 Stocks ............................................................................................................................................... 15

Trading from your Mobile App ...................................................................................................... 16 Order Status ...................................................................................................................................... 18 Portfolio ............................................................................................................................................. 19 Account Summary ............................................................................................................................ 20 Outstanding Contracts ...................................................................................................................... 20 News ................................................................................................................................................. 21

Using the eAllianceShare Mobile App

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Welcome

At Alliance Investment Bank Berhad, we constantly upgrade our application to serve you better. The

eAllianceShare mobile app has been developed to meet today’s needs. With this new release, you

will be greeted by a customisable dashboard providing immediate information from the initial screen

such as indices summary, market summary, latest news and announcements from Bursa Malaysia,

favourites, order status and portfolio. In addition to that, you will be able to stream stock details

enable you to monitor the market live. Welcome to the new eAllianceShare mobile app and happy

trading.

Audience

This user guide is intended for eAllianceShare mobility users.

Get Started

You need to have a valid login to the eAllianceShare to begin using the mobile application.

System Requirement

The eAllianceShare requires user to be online either on wireless connection (WiFi) or running on 3G or 4G/LTE active connection. The following indicates our recommended minimum operating system requirement:

For Google Android users, ensure your device is running on Android version 4.2 and above

For Apple users, ensure your device is running on iOS version 7 and above

Download and Install the Mobile App

Search for eAllianceShare mobile app from Apple® App StoreSM for iOS users or from Google Play™

store for Android users. Download and install the app. Once the app is installed, you will be able to

see the icon on your mobile device.

Using the eAllianceShare Mobile App

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Login

1. Start by tapping on the icon on your mobile devices to launch the app and the screen below

will appear:

2. Enter your User ID and Password.

Note: Tap on the Remember User ID checkbox to place a if you wish the mobile app to

remember your User ID.

3. Tap on the Sign In button to login.

4. Upon successful login, the screen as shown below will appear:

Using the eAllianceShare Mobile App

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Get to Know your Menu

The icon can be found on every screen allowing you to access your menu.

Table 1. Get to know your menu

Options Description

Displays stock summary information such as indices summary, market summary, latest news and announcement in a dashboard format. You will be able to customise the dashboard by adding widgets allowing you to have an overall view of your investment.

Enables you to have a quick access to top 30 stocks in the following categories:

Most Active (volume) Top Gainers Top Gainers (%)

Top Losers Top Losers (%) Most Active (value)

Allows you to manage your favourite stocks and group them according to your preference.

Provides you an overview of market information, and stock movement details for both Market and Sector. You get to further categorise market information by Sector.

Indicates stock movements in general list of prices of securities listed with Exchange. Here, you will see the entire stock market performance allowing you to track market’s changes over time.

Allows you to search for a specific stock code or name to view the market depth, quote, stock general info, trade details, chart, financial info and news. From here, you will get to buy, sell or even add them into your favourite list of the selected stock.

Displays your order status and you will be able to filter by trading account code and exchange. You get to view all of your orders, confirmed and matched here.

Quick access to view your stock on hand and at the same time, you get to perform the buy or sell transaction.

Displays your account summary.

Using the eAllianceShare Mobile App

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Find out what are your outstanding purchase and sales information here.

Displays up to the latest thirty (30) news and announcements from Bursa Malaysia.

Allows you to setup your eAllianceShare mobile trading app.

Tap here to logout from eAllianceShare mobile trading app.

Using the eAllianceShare Mobile App

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Setting up your Mobile App

1. Tap on the icon that can be found on the top left hand corner of the screen and the screen

as shown below will appear:

2. Tap on the icon to call up the Settings screen as shown below to begin setting up your

mobile app.

Table 2. Navigating the Settings screen

Function Description

Trading Pin Switch this on if you wish to have the Trading Pin store in the memory after entering the first time within the session. Do take note that, if you have switched this on, the next time you login to the mobile app, you would need to re-enter the Trading Pin and it will be store in the memory until you logout.

Using the eAllianceShare Mobile App

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By default, the Trading Pin is switched off.

Change Password Allows you to change your password and by tapping here, the following screen pops up:

Menu Styles Allows you to have the flexibility to have the menu ( ) icon to stay on the top left hand corner or floats within the screen. By tapping on this option, the following screen pops up to let you configure accordingly:

By default, it is set to Classic.

Update Interval Enables you to adjust snapshot refresh and by default, it is set to 5 seconds. Tap on this option to bring up the following screen to setup the update interval:

About Us Tells you who we are.

Using the eAllianceShare Mobile App

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Using eAllianceShare Mobile App

The following sub sections provide you the guidance to use eAllianceShare mobile app.

Dashboard

The screen below, Dashboard, appears after a successful login. Here, you will have a dashboard view of indices summary, market summary, latest news and announcements. You can further customise your dashboard by adding or removing widgets at any time.

1. Scroll to the bottom of the screen and you will see the icon.

2. Tap on the icon and the following screen will pop up for you to select which widget to add

on your dashboard:

Widget Name

Description

Favourites Displays your favourite stock information and when you tap into the details, you will be directed into the Favourites screen. Should you have setup your favourite group, you will get to select which group you would like to display.

Order Status

Displays up to a maximum of five (5) last orders made based on the last order date and time. Tap into the details will call up the Order Status screen.

Portfolio Displays up to a maximum of five (5) stocks in your portfolio. Do take note that the latest five (5) records is as per the first five (5) Stock Name in ascending order. Tapping into the details will take you to the portfolio screen.

Using the eAllianceShare Mobile App

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3. Each widget added can be removed by tapping on the icon as shown in the screen below:

Top 30

Tapping on the Top 30 menu, the screen as shown below will appear. In this screen, you will be

able to view the daily top thirty (30) stocks’ movement based on the following categories:

Move active (volume)

Top Gainers

Top Gainers (%)

Top Losers

Top Losers (%)

Most Active (value)

Function Description

You can scroll here to access to other categories as listed above.

Tap here to open the respective Stock Page.

Using the eAllianceShare Mobile App

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Favourites

This function allows you to create up to ten (10) favourite group and name them accordingly. Within

each group, you can add up to fifty (50) stocks. On top of that, you will be able to buy and sell in

this screen.

1. Tap on the Favourites icon on the menu and the screen as shown below will appear:

2. Tap on the icon found on the top right of this screen to add a new Favourite Group. The

screen as shown below will pop up upon tapping on the icon:

3. Enter the name of your favourite group here and tap on the Add button.

Note: The Favourite Group name must be unique.

4. Once your group is successfully created, you will be able to see it on the tab.

5. Tap on the icon to search for the stock to add into your Favourite Group accordingly.

Using the eAllianceShare Mobile App

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6. Should you wish to change or remove a group, tap on the Favourite Group name for a few

seconds and you will be prompted as follows:

Buttons Description

Rename Enter a new name where the cursor is and tap on the Rename button to save.

Remove Tap on the Remove button to remove the selected favourite group.

7. Please refer to the Trading from your Mobile App section on how to trade.

Market

Provides an overview of Market information and further categorise by Sector, showing the stock

movement details for both Market and Sector.

1. Tap on the Market icon on the menu and the screen as shown below will appear:

Using the eAllianceShare Mobile App

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2. Tap on the respective market to view the Sector. The following screen appears when you tape

on the Whole Market:

3. Tap on one of the Sector to view a list of stock movement details as shown below:

Using the eAllianceShare Mobile App

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Indices

The indices shows market data available in Bursa Malaysia indices. To have a better view of this

screen, kindly ensure your mobile device’s rotating feature is enabled so you can rotate your mobile

device to horizontal position allowing you to view historical data up to one (1) year.

1. Tap on the Indices icon on the menu and the screen as shown below will appear:

2. The following screen will appear when you tap on the specific Index:

Using the eAllianceShare Mobile App

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3. Rotating your mobile device to horizontal position allows you to view the following screen:

Stocks

The Stocks option allow you to search view the stock details and trade. The following are the

categories you can view here:

Market depth

Quote

Info

Trade details (individual transaction,

group by price and group by volume)

Intraday chart and historical chart (up

to 1 year data)

Financial info

news

Note: Searching for a stock from any screen will direct you to this screen.

1. Tap on the Stocks icon on the menu.

2. Search for a specific stock you wish to view or trade on and the screen as shown below will

appear:

Using the eAllianceShare Mobile App

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Trading from your Mobile App

1. Tap on the Buy or Sell button found on the screen to begin trading.

Note: A message will pop up if you trade outside of trading hours.

2. Enter your trading information such as selecting your trading account, price, quantity (in board

lot) and choose validity (date) in the screen as shown below:

Fields/Button Description

Trading Account The field found on the top left corner of the screen

Select your trading account, if you have more than one.

Price Trading price value. Note: Price displayed based on the sequence below: 3rd best sell price 2nd best sell price 1st best sell price 1st best buy price 2nd best buy price 3rd best buy price By default, it will display the 1st buy / sell price; depending on whether you are buying or selling the share.

Quantity (x100 shares)

Enter buy or sell quantity. Note: The lot size displayed as dynamic for various counters.

Validity Order validity date and by default will be current date. You can opt for Good Till Date (GTD).

Skip Confirmation Indicates whether you would like to preview your order prior to submission. If you put a tick there, there will not be any preview and your transaction will be submitted immediately; meaning, the Order Preview button will be replaced with Submit button.

Order Preview Based on your settings, the Trading Pin request will pop up as shown below:

Upon entering the correct Trading Pin, the following Order Preview screen will appear:

Using the eAllianceShare Mobile App

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Tap on the Confirm button to confirm your order. Should the trading hours is over at the point of submitting your order, the following message will pop up:

Confirming on the above message, the order will be sent out automatically the next day at 8.30am. Otherwise, you will be redirected to the Trade screen.

Using the eAllianceShare Mobile App

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Order Status

You can check your order status and details of your order here. On top of that, you can reduce or

cancel the order placed here.

1. Tap on the Order Status from the menu and the screen as shown below will appear:

Note: The trading transaction shown below are based on the selected trading account.

2. Tap on the icon to view the respective trading transaction, reduce the order or cancel the

order. The screen as shown below will appear upon clicking on the icon:

Fields/Button Description

Reduce Order

To reduce the placed order and the screen as shown below will pop up upon taping on the button:

After entering the quantity you wish to reduce to, tap on the Submit button. Trading Pin will be requested depending on your settings.

Cancel Order To cancel the placed order. Trading Pin will be requested depending on your settings.

Using the eAllianceShare Mobile App

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Portfolio

You can check your portfolio here as well as performing a trade transaction. You can also view

Bursa’s news for your respective stock.

1. Tap on the Portfolio from the menu and the screen as shown below will appear:

2. Tap on the icon to view the respective stock and the following screen will appear:

Using the eAllianceShare Mobile App

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Account Summary

For a quick view on your summary account, tap on the Account Summary from the menu and the

screen as shown below will appear:

Outstanding Contracts

Tap on the Outstanding Contracts from the menu to view the outstanding contracts for your accounts

and the screen as shown below will appear:

Using the eAllianceShare Mobile App

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News

Tap on News from the menu to view the news from Bursa Malaysia and the screens below will

appear: