nest web help

7/23/2019 Nest Web Help

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Zerodha Web Document

Zerodha Web


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1 Trade

Home Page

Nest3 Web Home page displays menu icons that directly links to the following pages. a) Market Watch.

b) rade !"press# $treamer.

c) My %lerts.d) &nde" 'hart.

e) (nline &(


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Market Watch

N!$3 Web allows in*estors to configure their fa*orite securities in the Market watch. +elow the

market watch in the same page there is the ut (rder Window from where the in*estors can placeorders. ,sers can either select the $ecurity by using the radio button pro*ided in MW or they can

directly select it from the ut (rder window.

(n submitting the (rder the in*estor will be shown the important parameters of the (rder and alsoasked to gi*e his ransaction assword. he (rder will be placed only if the ransaction assword

matches.


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Enabling Trade Express

o enable the rade !"press option in web- the user has to check mark the W!+$/ option in !ntityManager for the particular user in Nest rader. %fter enabling- the user would be able to see the rade

0press option in the rade tab for Web.


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To Create Market Watch

,ser can create Market Watch using the option $et MW in the Market Watch Window.

(nce user clicks on 'reateMW- the following window appears which allows user to gi*e a custom

name to MW.


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%fter the MW name is gi*en- the following window appears where user can add scrips into the MW

Add Scrip

he user can add the re1uired scrips to the Market Watch using this window.$elect the scrip need to be added- from the list 2'ompany Name2.

'lick on 2%dd2 button to populate the re1uired scrip in the 2$elected 'ompany2 list. 2emo*e2 button canbe used to remo*e the selected scrip.

'lick on 2%dd to Market Watch2 button will finally add all the selected scrips to the Market Watch.


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Order History

,ser can *iew the history of the particular order by selecting it in (rder +ook and using the (rder

History option in (rder +ook


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Modify Order

%n 2(pen2 order can be modified using the 2Modify (rder2 button present in the (rder +ook.

he (rders which are in status 2'anceled2 or 2e4ected2 cannot be modified.


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Trade Book

rade +ook displays the &n*estor5s e"ecuted rades. ,ser can *iew the order using the filter option in terms

of !"change- rading $ymbol- (rder ype- and roduct 'ode. he &n*estor can *iew the History of orderusing (rder History/ option.


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Position on!ersion

he 2roduct ype2 of an order can be changed using the 2osition 'on*ersion2 button present in the

rade +ook.


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Tickerhe ticker window displays the prices of securities on a real time basis. he ,ser can customi6e the

ticker to display only the securities based on particular !"change $egment or based on the securities

present in MW.


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AMO

,sers can place %fter Market (rders using %M( option. he client can place the orders and on the

ne"t 2market open2 these orders would be sent for M$ *alidation and on successful *alidation the

orders would be sent to the e"change. %fter Market (rders will be sent to e"change at opening of ne"tsession .


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Get Quote

he 7et 8uote/ feature enables &n*estors to retrie*e real9time 1uotes on securities.


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MBPhe Market picture displays the Market +y (rder and the Market by rice. he purpose of Market +y

rice is to enable the in*estor to *iew the +est :i*e +uy ate and $ell ates. &t also gi*es information

regarding the otal +uy (rder 8uantity- otal $ell (rder 8uantity- Weighted %*erage rice- otal rade

;olume- and otal rade ;alue etc.


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ontract "nfo

his option displays information about the scrip.


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Intraday

he &ntra Day charts display &ntra Day mo*ement of &nde" and $ecurities. he &ntra Day $ecurity

'hart/ displays 3 inter9related graphs< rade price- rade si6e and 'umulati*e raded ;olume.


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M# $epth


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2 F&O

$eli!ery


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$eli!ery %eport


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Spread Order

Spread Order %eport


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Opt Calc(ption 'alculator is used to estimate the theoretical *alue and implied *olatility of both the call and put

option with the chosen strike price


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Span Calc

'omes integrated with the ortfolio %nalysis 'omponent to calculate the margins based on the

parameter file gi*en by the e"change. he administrator has to upload the latest $%N parameter file-

then in real time during the order placement it calculates the margin re1uirement for the whole portfolioof that particular account. %lso calculates whether there is enough cash a*ailable to co*er the remium

re1uirements of the 'lient :or the initial margin re1uirements it takes into account the 'ollateral held

by the client.


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(nce the user clicks on 7o/ button- the following window appears


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3 Position

Positionshe user can check corresponding orders from this window. osition screen displays the MM = +!

*alue for e*ery position. +y default the net position displays Day9wise positions. +y selecting the Net9wise option- the carry forward positions and day9wise positions can be *iewed.


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LimitsDisplays the M$ >imits for that particular user.


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oldin!s

his window displays the holdings with a client for *arious scrips across N$! and +$! segments

across different products

%lso M$ allows the user to sell these when the client specifies the Deli*ery product along with the

order.


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4 Fund Transfer

he system would ha*e the ability to interface with the different banks from the ayment 7ateway.hus the ayment 7ateway ser*ice allows &n*estor 'lient to transfer funds instantly from the bankaccount to the trading account.

Payin

,sing this option client can transfer money from his personal bank account to his rading account.


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Pay out

,sing this option client can make online re1uest for fund payout.


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Trans"er Status

,ser can check the payin#payout status using this option.


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5 Alerts

Set Alerts

he %M ?%lert rigger Manager) allows the users to set alerts on any securities. ,sing this option userwould be able to intimate the %M to keep track of the parameters and alert them on different listed

parameters.


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Alerts istory

,sing this option user can *iew the already set alerts for particular security.


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6 Account

Chan!e Pass#ord

,ser can change the login password as well as the transaction password using this option.


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Get Lo!Messa!e

Displays the log information on the operations done by particular in*estor client. %ll this information is

stored in (H.


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$ser Pro"ile

Displays the information of a in*estor client such as the contact- bank and personal details.


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7 Trade Express

he streamer will be able to gi*e real time streaming 1uotes for both +$! and N$!. he user will be

able to configure the scrip- which he wants on the screen. he user can also click on the scrip on whichhe wants to place the order and then place order on it. he response of the order will be displayed in the

log message window.


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#&y Order

Sell Order

Order #ook


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Order $etails

Trade #ook


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Position on!ersion

Position


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Holdings

'ormal #asket

,sers can place basket orders using this option.


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Settin!shis option allows the users to customi6e the columns being used in !"press Market Watch Window.

olor

,sed to change the color of the te"t in Market Watch- along with the change of background andforeground color.


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(ont hooser

,sed to change the font display- style and si6e in the Market Watch

)rid *ines

,sed to change the color of the 7ridlines being used in the Market Watch.


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