145
Trading Terminal Manual 1

Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

  • Upload
    others

  • View
    4

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

1

Page 2: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

2

The JS Global Difference

Values JS Global is one of the oldest and largest brokerage firms in Pakistan. JS Global is backed by reputable domestic and international shareholders namely JS Bank and Global Investment House, Kuwait. In addition to being a subsidiary of JS Bank, JS Global is also listed on the Pakistan Stock Exchange. JS Global has been awarded with the BMR 1 (Brokerage Management Rating 1) by PACRA (Pakistan’s leading credit rating agency).

JS Global maintains one of the strongest balance sheet in the industry. JS Global’s financial, structural and operational strength is also endorsed by PACRA, that has rated JS Global AA in the long term and A1+ in the short term, which is the best rating for any capital markets company and better than majority of the banks operating in Pakistan. Highest standards of transparency and Corporate Governance have been the hallmark of JS Global.

JS Global remains a market leader in both Pakistan’s fixed income and equity brokerage markets, handling major market share of foreign fund business in the country. JS Global is arguably the top broker by volume with the highest-level of institutional penetration, largest foreign base and maximum retail outreach program through its liaison with JS Bank and offices in in the major cities of Pakistan.

Products JS Global has been the Market Leader in offering one of the most competitive brokerage services for your investment needs in the Stock Market.

Services JS Global provides premium client services with highest level of efficiency, which is supported by our automated CRM system that ensures prompt client services.

Page 3: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

3

Exceptional Brokerage Services

JS Global is the Market Leader in offering one of the most

competitive brokerage services for your investment needs in the

Stock Market

Premium Account JS Global allows you to start trading in the stock market with premium services. JS Global has the

largest branch network in Pakistan. It caters investors with one of the largest team of experienced

and certified traders. These traders keep a close connection with clients and maintain professional &

construction relationship. Our growing customer base is a result of strong partnership with our

clients by virtue of consistency and reliability.

Basic Account JS Global offers Basic Account for Investors who are willing to invest without availing trader’s

assistance facility. Other than trader facility, investors would be eligible to avail all other value added

services provided by JSGCL.

Online Trading (Desktop Platform) Desktop Application and Browser based interfaces are available to ensure real-time online access to

the Stock Market.

Online Trading (Mobile Platform) Our customers can download our app JSGCL Tick from Google Playstore and Apple App store for

free. This highly acclaimed mobile app allows users to view market rates, trends and account reports

while allowing real time trading access to PSX & PMEX

Research JS Global has been at the forefront of educating its customers on fundamental and technical

research on the economy and listed securities. JS Global’s upgraded Research Portal with a new Inter

Active, Informative & Easy-to-Use Interface which provides its customers 24/7 access to

fundamental and technical analysis of more than 500 listed companies.

Ready Market, Futures, MTS and MFS Markets

JS Global online trading solutions offer multiple sub markets in the Pakistan Stock Exchange to its

clients. JS Global’s highly customized risk management system was designed to process trades in

the Ready Market, Futures, MTS and Margin Financing markets of PSX. Our clients can invest and

trade as per the following investment policies:

1. Ready Market - 100% cash requirement

2. Futures Market - 30% margin in the form of cash/custody with a minimum of 10% cash*

3. Margin Financing - 30% margin in the form of cash/custody with a minimum of 10% cash*

* The cash requirement may change upward/downward as per the regulatory requirement from time

to time.

Page 4: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

4

Multi Exchange Trading Terminal JS Global’s customer centric approach has resulted in the creation of Pakistan’s first multi-exchange

platform whereby investors can access Pakistan Stock Exchange and Pakistan Mercantile Exchange

from the same trading platform.

NCS & DSS Accounts: Real-Time connectivity with National Clearing Company of Pakistan (NCCPL) & Central Depository

Company (CDC) products.

Call Center Efficient & active call center for order placement and client service queries.

Branch Office Network Branch office network in the major cities (Karachi, Lahore, Islamabad, Faisalabad, Hyderabad, Multan & Peshawar) of Pakistan.

Page 5: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

5

Awards & Recognition JS Global sets new benchmark by winning historic FIVE CFA Awards JS Global Capital Ltd has once again set new benchmarks in the brokerage industry of Pakistan and has led with example. During the 16th Annual Excellence Awards Ceremony for 2018 hosted by the CFA Society Pakistan, JS Global unprecedentedly won record of 5 awards, being the first brokerage house in Pakistan to achieve the same. JS Global won awards in the categories of; • Best Equity Brokerage House • Best Economic Research House • Best Transaction (IPO of AGP Limited) • Best Equity Analyst • Best Equity Trader

FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan

PACRA Rating JS Global has received the best rating for any capital markets company, and better than majority of the banks operating in Pakistan.

• BMR 1 (Brokerage Management Rating 1)

• AA in the long term and A1+ in the short term

Page 6: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

6

JS TradePro

Interactive. Informative. Intelligent

Internationally Acclaimed, State of the Art

All in One World Class Online Trading Experience

A progressive project that is determined to integrate Pakistan Stock Exchange, Pakistan Mercantile Exchange, PSX-BATs, Research, Technical Indicators & Signals, NCS (NCCPL), DSS (CDC), JS Bank, Geo TV and Finox Data into a one-stop-solution for our customers

Core Features

Rapid & advanced order placement featuring Conditional & Algorithmic Orders

Customizable Trading Workspace with Multi Docking Option

Real Time Charting

Technical Indicators & Signals

Heat Maps

Advanced Screening & Filtering Options

Fundamental Data Analysis

News/Price Alerts

Multi Exchange Access

Real Time Announcements/Corporate Actions

And much more

Page 7: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

7

CONTENTS

JS Global Online .................................................................................................... Error! Bookmark not defined.

1. INTRODUCTION ............................................................................................................................................ 11

1.1. About this Document ............................................................................................................................ 12

1.1.1. Overview .................................................................................................................................... 12

1.1.2. Audience ..................................................................................................................................... 12

2. Getting Started ............................................................................................................................................. 12

2.1. .Net Requirement ................................................................................................................................. 13

2.2. Installation Path .................................................................................................................................... 13

2.3. Login ..................................................................................................................................................... 15

2.3.1. Login Window ............................................................................................................................. 16

2.3.2. Pro Splash Screen ....................................................................................................................... 16

2.3.3. Invalid Username/Pasword ........................................................................................................ 17

2.4. TERMINAL OVERVIEW ........................................................................................................................... 18

2.4.1. Dash Board ................................................................................................................................. 19

2.4.2. Market High/Low/Equal ............................................................................................................. 21

2.4.3. Index Summary ........................................................................................................................... 22

2.4.4. Exchange Summary .................................................................................................................... 22

2.4.5. Menu Bar .................................................................................................................................... 23

2.4.5.1. File .......................................................................................................................................... 23

2.4.5.1.1. New Desktop ..................................................................................................................... 23

2.4.5.1.2. Open WorkSpace ............................................................................................................... 24

2.4.5.1.3. Reset to Default ................................................................................................................. 25

2.4.5.1.4. Save WorkSpace ................................................................................................................ 25

2.4.5.1.5. Share Workspace ............................................................................................................... 26

Page 8: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

8

2.4.5.1.6. Create Pin .......................................................................................................................... 26

2.4.5.1.7. Change Password .............................................................................................................. 27

2.4.5.1.8. Unattended Mode ............................................................................................................. 28

2.4.5.2. Modules ................................................................................................................................. 29

2.4.5.2.1. Market Watch ................................................................................................................... 30

2.4.5.2.2. Heat Maps ......................................................................................................................... 34

2.4.5.2.3. Market Depth By Order ..................................................................................................... 35

2.4.5.2.4. Market Depth By Price ...................................................................................................... 37

2.4.5.2.5. Detailed Quote .................................................................................................................. 39

2.4.5.2.6. Locked Symbols ................................................................................................................. 40

2.4.5.2.7. Trade Summary ................................................................................................................. 41

2.4.5.2.8. Instant Liquidity ................................................................................................................. 44

2.4.5.2.9. Market Overview ............................................................................................................... 45

2.4.5.2.10. Snap Quote ...................................................................................................................... 48

2.4.5.2.11. Media Player ................................................................................................................... 50

2.4.5.2.12. Announcemet .................................................................................................................. 52

2.4.5.3. Analytics ................................................................................................................................. 54

2.4.5.3.1. Chart Center ...................................................................................................................... 54

2.4.5.3.2. Index Analysis .................................................................................................................... 59

2.4.5.3.3. Market Trades ................................................................................................................... 61

2.4.5.3.4. Big Trades .......................................................................................................................... 63

2.4.5.3.5. Numerical Analyzer ........................................................................................................... 64

2.4.5.3.6. Alerts ................................................................................................................................. 66

2.4.5.3.7. Custom Columns ............................................................................................................... 70

2.4.5.3.8. Outlook Reminder ............................................................................................................. 74

2.4.5.3.9. Volume Watcher ............................................................................................................... 76

2.4.5.3.10. Cash Flow Analyzer .......................................................................................................... 77

2.4.5.3.11. Order Book Calculator ..................................................................................................... 78

2.4.5.3.12. Symbol Comparison ........................................................................................................ 81

Page 9: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

9

2.4.5.3.13. Portfolio Simulator .......................................................................................................... 83

2.4.5.3.14. Custom Index................................................................................................................... 91

2.4.5.3.15. What-If Calculator ........................................................................................................... 93

2.4.5.3.16. Symbol Overview ............................................................................................................. 94

2.4.5.3.17. Symbol Trading Summary ............................................................................................... 99

2.4.5.3.18. Daily Market Summary .................................................................................................. 101

2.4.5.4. Trading ................................................................................................................................. 104

2.4.5.4.1. Trade ............................................................................................................................... 105

2.4.5.4.2. Margin Position ............................................................................................................... 108

2.4.5.4.3. Portfolio Watch ............................................................................................................... 111

2.4.5.4.4. Outstanding Orders ......................................................................................................... 112

2.4.5.4.5. Trades .............................................................................................................................. 113

2.4.5.4.6. Activity Logs..................................................................................................................... 114

2.4.5.4.7. Basket Orders .................................................................................................................. 115

2.4.5.4.8. DMA Orders ..................................................................................................................... 120

2.4.5.4.9. Cash Withdrawal ............................................................................................................. 121

2.4.5.4.10. Cash Deposit .................................................................................................................. 122

2.4.5.4.11. Cash Deposit Withdrawal History ................................................................................. 123

2.4.5.4.12. Clearing Summary ......................................................................................................... 125

2.4.5.4.13. Clearing Details .............................................................................................................. 127

2.4.5.4.14. Customer Cash Ledger................................................................................................... 129

2.4.5.4.15. Portfolio Management .................................................................................................. 132

2.4.5.4.16. Custody Ledger .............................................................................................................. 134

2.4.5.4.17. Custody Net Shares ....................................................................................................... 136

2.4.5.4.18. Notifications .................................................................................................................. 138

2.4.5.5. Settings................................................................................................................................. 139

2.4.5.5.1. Theme Settings ................................................................................................................ 139

2.4.5.5.2. Change Language ............................................................................................................ 139

2.4.5.5.3. Shortcut Keys ................................................................................................................... 140

Page 10: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

10

2.4.5.5.4. Show Ticker ..................................................................................................................... 141

2.4.5.6. Logout .................................................................................................................................. 142

2.4.5.7. Help ...................................................................................................................................... 142

2.4.5.7.1. Technical Support ............................................................................................................ 142

2.4.5.7.2. Video Tutorial .................................................................................................................. 142

2.4.5.7.3. Upgrade App. Manually ................................................................................................... 142

2.4.5.7.4. About ............................................................................................................................... 142

Page 11: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

11

1. INTRODUCTION

Trading Terminal is an online trading application that offers the ability to buy and sell shares and view real time stock exchange information.

Trading Terminal client is installed on the system. This client gets connected with the Trading Servers. Trading Servers has different components running.

A main component is Message Server which is connected with a Trading Engine. Trading Engine is responsible for executing trades. Other server side components are Feed Server, Feed Reader, Sub Feed Server, FIX Gateway etc. These components are responsible for various server side operations.

This manual covers client portion of the Terminal only. This Terminal (client) offers a variety of different useful menu options to facilitate sale/purchase and manage client information efficiently.

Trading Terminal provides following advanced features:

Different perspectives named Report, Charts, Research, Social and Trading are available which provide user interface for different views and operations.

All basic views and operations are available in Trading Perspective. In this perspective current market statistics for different stocks are available. This perspective also provides exchange metrics through a number of watch lists e.g. New Watch List, Index Watch List, Market Watch List and PMEX or NCEL watch list etc. Order book and Trade log views are maintained which keep record of all pending orders and executed trades respectively. A file is also maintained keeping record of all of the current day trades. Buy, Sell, Take, Hit orders can be placed and user can also modify/cancel his/her pending orders.

Client margin is checked in real time during order entry taking into account the client’s executed trades and pending orders. Client can view his/her current clearing and overall portfolio positions.

Page 12: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

12

Charts perspective provides different stocks and exchange statistics. Advanced charting module is provided containing Symbol and Index graphs.

All of the views can be customized according to user preferences and the customizations persist even after exit from the application and are restored on start up.

1.1. ABOUT THIS DOCUMENT

This document is about the features and functionality of Trading Terminal through which a user can place orders and view current market status in real time. It intends to guide the user of the application about all views and windows available so that he/she can use it effectively. The document discusses different types of views available in the application as well as different customization options to customize these views according to user preferences.

1.1.1. OVERVIEW

ENTER OVERVIEW TEXT HERE

1.1.2. AUDIENCE

As this document is all about the features and usage of online trading terminal, it is intended for all users of Online Trading.

2. GETTING STARTED

Page 13: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

13

2.1. .NET REQUIREMENT

Application Installer came in two flavors

1. Application with .NET Framework 4.6

2. Application without .NET Framework 4.6

2.2. INSTALLATION PATH

"Windows 10"

C:\Users\Client’s User Name\AppData\Roaming\directfn\JS Global

Page 14: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

14

Windows XP/Vista/7/8

Start Menu --> Programs --> DirectFn --> Js Global --> JSGlobal.exe

By default, Trading Terminal is installed in

Start Menu > Program Files (x86) > DirectFn > JS Global folder of start menu.

Start Menu > Program Files (x86) > DirectFn > JS Global > ProX.exe.config file contains some configuration parameters that are appropriate when application is installed.

These can be modified later if required. Once the installation completed short cut will also appeared on the desktop.

Page 15: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

15

2.3. LOGIN

Login Window

Navigation:

Start Menu > Programs > DirectFn > Pro Xt > DfnDemo.exe

For each application user is provided with a unique user name and password. Each user has a particular user type that determines the level of access a user has to the application.

For login/access to the application user have to enter two basic information for verification i-e User Id and Password. On successful verification user will logon to the trading terminal.

Page 16: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

16

2.3.1. LOGIN WINDOW

For login/access to the application, user have to enter two basic information for verification i.e., User Id and Password. On successful verification user will login to the trading terminal.

2.3.2. PRO SPLASH SCREEN

Upon Successful "User Authentication" user will see a splash screen, during which all the required data will be loaded included Index, Symbol, and Feed Etc.

Page 17: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

17

*Note: This screen will take little time to fetch all the data. So Relax!

2.3.3. INVALID USERNAME/PASWORD

In case system is unable to verify User name and Password, the following invalid login message will appear on the bottom left screen just above the Date/Time.

Page 18: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

18

2.4. TERMINAL OVERVIEW

A ProNext Trading Platform is the software that allows investors and traders

to place trades and monitor accounts through financial intermediaries.

Often times, trading platforms will come bundled with other features, such

as real-time quotes, charting tools, news feeds, and even premium

research. Platforms may also be specifically tailored to specific markets,

such as stocks, commodities, or future markets.

When deciding between trading platforms, traders and investors should

consider both the fees involved and features available. Day traders and

other short-term traders may require features like Level II quotes and

market maker depth charts to assist in decision-making, while options

traders may need tools that are specifically designed to visualize options

strategies. Lower fees are always preferable, but there may be a tradeoff to

consider.

Some trading platforms may be agnostic to a specific intermediary or

broker, while other trading platforms are only available when working with

a particular intermediary or broker. As a result, investors should also

consider the reputation of the intermediary or broker before committing

to a specific trading platform to execute trades and manage their accounts.

Page 19: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

19

2.4.1. DASH BOARD

Dash Board/Main Window Description:

1. Menu Bar

2. Shortcut Icons

3. Index Bar

4. Tool Bar

5. Server Status Bar

6. User Login Name

7. Application Version

8. Premium Product Signature

There is another bar name "Floating Ticker Bar" which can be Hide/Show from the user settings and will be shown under "Index Bar".

The architectural design of the application allows user to design its own workspace and Dock different widgets at different location on the screen and even on multi-screens.

Page 20: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

20

For designing your workspace and to dock different widgets on different location on the screen or on Multi-Screen, you should do the following steps:

1. Open the Widget

2. Click and Hold the Title Bar from the mouse

3. Move the Widget into the area you want to place

4. Dock Option appeared

5. Place the widget on the Dock Station (Dock Station has CENTER, RIGHT, LEFT, TOP and BOTTOM locations)

Page 21: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

21

Once You Dock the widget on your desire location on the Dock Station, your widget will automatically adjust at that particular location on your screen.

Note: To Un-Dock the widget, just pick and Drag the widget towards the center of the screen.

2.4.2. MARKET HIGH/LOW/EQUAL

In this section of the Index Bar, you will get the snapshot about the performance of the companies in the exchange till that particular point in time.

Page 22: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

22

2.4.3. INDEX SUMMARY

The most important numbers shown on the screen which everyone is looking at most of the time is the INDEX Values.

These numbers are reflecting the true value of the Market Index having

1. Current Index Value (Index Value with Change and Change % from the last day closing)

2. High (Today's Highest Index Level Achieved with Change and Change %) 3. Low (Today's Lowest Index Level Marked with Change and Change %)

2.4.4. EXCHANGE SUMMARY

Exchange Summary Section will show you the following sub-sections:

1 - States of the Exchange

1.1 - Pre-Open

1.2 - Open

1.3 - Suspend

1.4 - Close

1.5 - Post-Close

2 - All Market Volume

3 - Current Stats of Positive, Negative and Un-Changed Companies

Note: These all values shown in this section are reflecting the whole exchange but not the particular index.

Page 23: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

23

2.4.5. MENU BAR

On Top of the Dashboard, you can find the Menu Bar which includes

1. File

2. Modules

3. Analytic

4. Trading

5. Settings

6. Logou

2.4.5.1. FILE

By Clicking the FILE Menu you will get the sub menu items (Drop Down) of the FILE Menu as shown above.

2.4.5.1.1. NEW DESKTOP

Path: File --> New Desktop

Page 24: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

24

Pressing the "New Desktop" item from the File Menu will open the blank desktop on the application dashboard.

Default name of the New Desktop will be "Item + #", like Item1, Item 2, ..... etc.

Note: You can open Multiple Desktops with Multiple Widgets in a single desktop.

2.4.5.1.2. OPEN WORKSPACE

Path: File --> Open Workspace

If you already have a workspace file saved on your system then you will be able to load that particular workspace by clicking this option.

Page 25: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

25

This option is a unique feature in this application as you can load/open any workspace within your application shared by your friend or colleague which he/she designed at his/her system and wants you to see the same on your system sitting far ahead.

Click "Open Workspace" --> Search the File Path --> press OPEN

2.4.5.1.3. RESET TO DEFAULT

Path: File --> Reset to Default

By Clicking the "Reset to Default", you will be prompted by the below message.

By Choosing "No", your current state will not be changed and will remain the same.

By Choosing "Yes", all the settings of the application will be changed to DEFAULT Settings.

2.4.5.1.4. SAVE WORKSPACE

Path: File --> Save Workspace

Page 26: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

26

Once you design your workspace, you should save it so next time you login the application will give you the same workspace you designed earlier. If not saved then you will not find the changes at your next login.

2.4.5.1.5. SHARE WORKSPACE

Path: File --> Share Workspace

Share Workspace will work same like "SAVE AS". You can save your workspace with any name and at any location other that the application default location and share that file with anyone.

2.4.5.1.6. CREATE PIN

Path: File --> Create Pin

Page 27: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

27

By Clicking "Create Pin" you will get the below screen.

Read all the instruction carefully for the rest of the process of creation of PIN.

2.4.5.1.7. CHANGE PASSWORD

Path: File --> Change Password

Page 28: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

28

By Pressing the Change Password, you will get the below screen

1. Enter the Current Password 2. Enter New Password

3. Enter Confirm New Password

4. Press "Save" Button

If all goes good then you will the pop-up message “Password Successfully Changed".

2.4.5.1.8. UNATTENDED MODE

Path: File --> Unattended Mode

Page 29: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

29

By Pressing "Unattended Mode" or Pressing the Shortcut Key (Ctrl + H), application will go into the halt state,

No option will be accessible until you resume the normal state by pressing the Shortcut Key (Ctrl + Z) and enter the password.

Once you enter the correct password you will get below pop-up message and your application resume to normal state.

2.4.5.2. MODULES

Page 30: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

30

2.4.5.2.1. MARKET WATCH

Path: Module --> Market Watch

You will find two options in the Market Watch

1. Pakistan Stock Exchange

2. Add New Watch List

PKSE Market Watch Sub Menu

Page 31: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

31

You will find all Pre Defined Market Watches in the second level of Market Watch Menu under "Pakistan Stock Exchange"

1. KSE 100 Market Watch

2. KSE 30 Market Watch

3. KMI30 Market Watch

4. REG Market Watch

5. ODL Market Watch

6. FUT Market Watch

7. SQR Market Watch

8. BNB Market Watch

9. IPO Market Watch

10. SIF Market Watch

11. CSF Market Watch

12. NDM Market Watch

Page 32: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

32

Custom Watch

Application also gives an option to create your own custom watch list.

By Clicking "Add New Watch List", you will prompt to enter the name of your custom watch list.

Enter Name and Press OK.

Page 33: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

33

Enter the Script Code into the Search Field and Press Enter, this will add your symbol into the watch list

Press Heat Map Button to get the Custom Watch Heat Map window

You can also add the complete sector by pressing the Market Sector Navigation on the Left Side of the Watch List and press the Sector Name

Page 34: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

34

2.4.5.2.2. HEAT MAPS

Path: Module --> Heat Maps --> Heat Map KSE 100

By Clicking the Heat Map KSE 100 you will get the below screen of Heat Map

Page 35: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

35

Color Codes defines the Change and % Change of the script during a day trade and it keeps on changing according to the market behavior

Positive Change Light to Dark Green

No Change Grey

Negative Change Light to Dark Red

#

2.4.5.2.3. MARKET DEPTH BY ORDER

Page 36: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

36

Path: Module --> Market Depth By Order

Clicking "Market Depth By Order" menu will open the below widget

Page 37: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

37

A - Search the Symbol for which you want to look into depth

B - Press Setting

Show Volume Bar (If Un-checked then graphical bars will not be displaced)

Show Total Rows (If Un-checked then Section E and Section F will not be displaced)

C - OFFER Side Depth (Currently only showing 10 level of depth)

D - BID Side Depth (Currently only showing 10 level of depth)

E - Total OFFER Volume and % of the total volume

F - Total BID Volume and % of the total volume

2.4.5.2.4. MARKET DEPTH BY PRICE

Page 38: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

38

Path: Module --> Market Depth By Price

Clicking "Market Depth by Order" menu will open the below widget

Page 39: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

39

A - Search the Symbol for which you want to look into depth

B - Press Setting

Show Volume Bar (If Un-checked then graphical bars will not be displaced)

Show Total Rows (If Un-checked then Section E and Section F will not be displaced)

C - OFFER Side Depth (Currently only showing 5 level of depth)

D - BID Side Depth (Currently only showing 5 level of depth)

E - Total OFFER Volume and % of the total volume

F - Total BID Volume and % of the total volume

2.4.5.2.5. DETAILED QUOTE

Path: Modules --> Detail Quote

Page 40: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

40

Clicking "Detail Quote" menu will open the below widget which give the details of the symbol searched in the search field on the left top. This widget will update continuously and gives a real time figures of the particular symbol at this point in time.

2.4.5.2.6. LOCKED SYMBOLS

Path: Modules --> Locked Symbols

Page 41: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

41

Clicking "Locked Symbols" menu will open the below widget which give the details of all the symbols reached to their respective circuit breakers in the market at this point in time. This list will grow and shrink as the symbol behaves.

2.4.5.2.7. TRADE SUMMARY

Page 42: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

42

Mouse Over to Trade Summary give you the sub menu item, i.e.,

1. By Trade

2. By Volume

3. By Value

Enter the Script Code in the Search Symbol to get the summary of the script

Trade Summary by Trade

Page 43: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

43

Trade Summary by Volume

Trade Summary By Value

Page 44: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

44

2.4.5.2.8. INSTANT LIQUIDITY

Instant Liquidity by Time

Instant Liquidity by Price

Page 45: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

45

2.4.5.2.9. MARKET OVERVIEW

Page 46: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

46

Clicking "Market Overview", menu will open the below widget which give the details regarding KSE 100 Index including Graphs, High, Low, Scripts Up, Down and No Change etc.

You can change the period of the graphs too through the drop down having options from 1 Day till 5 Years.

Market overview screen also have Index Summary Tab which gives an overall position of the indexes available.

Select the check box of the index and Right Click Menu will gives multiple option like

1. Show Tile View

2. Show Graph

Page 47: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

47

3. Show in Chart enter

Tile View

Graph View

Market overview screen has another tab named "Top Stocks" which gives an overall position of the top symbols in REG, ODL and FUT Market.

Page 48: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

48

This section has multiple sub sections mentioned below:

1. Top Gainers By Percentage Change

2. Top Losers By Percentage Change

3. Most Active By Volume

4. Most active By Trades

5. Top Gainers By Change

6. Top Losers By Change

7. Most Active By Turnover

2.4.5.2.10. SNAP QUOTE

Page 49: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

49

Click the Snap Quote from the Modules Menu will open the below widget, which will provide the snapshot of the particular symbol search in the search bar

Page 50: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

50

2.4.5.2.11. MEDIA PLAYER

Page 51: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

51

Click the Media Player Menu will initiate the Media Player Widget like shown below (By Default GEO Link is embedded)

You can add any Live Stream Link or You Tube Streaming link into the media player by following below mention steps

1. Click (+) Button

2. Add Stream Name

3. Add URL

Page 52: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

52

4. Press OK

Your newly added Stream Name/URL will appear in the list of available Streams as show below

By Clicking the link will start your Live Stream. ENJOY!

2.4.5.2.12. ANNOUNCEMET

Page 53: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

53

By Clicking the Announcement from the Module Menu will open an "Announcement" widget as shown below.

There are four different sections as shown above

Page 54: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

54

1 - Search the Symbol

The symbol you entered into the search box will shortlist that particular symbol in the list mentioned in section 4.

2 - Date Range

Given date range will search the announcements in that particular Date Range (From -To).

3 - Display Section

This section will show the top most announcement in the section by default (If Available in the Email Format), when the widget first open. If announcement is only available in the Pdf format it will not show by default until you click the Pdf Icon in the attachment column of the Section 4.

4- List of Announcements

This section will display all the available announcements for today and the list will auto update.

2.4.5.3. ANALYTICS

2.4.5.3.1. CHART CENTER

Page 55: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

55

CHART Center is a unique, comprehensive and independent tool for fulling our charting requirements in stock market.

Whether you're watching the broader markets or tracking an individual stock, our unique range of charting and analysis tool will give you the edge you need to stay ahead of the curve.

Once you click the CHART CENTER option in the Analytics Menu, you will get the below widget of CHART Center

Page 56: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

56

There are 5 basic portions in the widget as mentioned in the image, namely as:

1. Menu Bar (See Below Details)

2. Tools Bar (See Below) 3. List of Indicators (See Below) 4. Charting Area (Main Area of the Chart Center where all the activity will be visualized in

a form a Graphs and Charts)

5. Tool Tip Message (Mouse Over on any chart will show all the details regarding that particular symbol on that point in time in a form of Tool Tip)

1 - Menu Bar

First Menu you can see is My Pages

You can Open your already saved charts or you can Save your newly designed chart in the chart center from this menu.

Chart Template is the second option in the Menu Bar.

If you want to import any template of the charting then you should click Open Chart Template

If you want to save your own designed template for future use or to share with anyone, you should click Save Chart Template

Page 57: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

57

Compare With Option in the Menu Bar is designed to compare your existing symbol with either General Index (KSE 100) or with the whole Sector Index or with any Specific symbol

By Clicking the Add Indicator option in the Menu Bar, you will get list of all the available indicators in the chart center.

Page 58: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

58

All the Moving Averages (technical indicators) are listed under this option in the Menu Bar, like SMA, EMA etc.

Patterns available in the chart Center are listed here, like Candlestick Patterns, Harmonics Patterns and Elliott Waves Patterns

Currently only Bollinger Band Strategy is available in the Chart Center under Strategies Option in the Menu Bar but more will be available in the next releases.

Once you click the DATA BOX option in the Menu Bar, you will get all the data available against the particular symbol whose chart is currently opened and you are working on it.

2 - Tools Bar

Page 59: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

59

All the tools required to design and analyze in the Chart Center are listed here in the Tool Bar.

3 - List of Indicators

List of Indicators portion is designed just to facilitate the client, otherwise you can get all the indicators from the Menu Bar as well

2.4.5.3.2. INDEX ANALYSIS

Page 60: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

60

Index Analysis option in the Analytics Menu will show the widget shown below, which gives an option to get all the index related values of the listed indexes in Pakistan Stock Exchange

You can get the Tile View and Graph of all the symbols or you can get these views by selecting the indexes.

Page 61: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

61

2.4.5.3.3. MARKET TRADES

Page 62: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

62

Clicking "Market Trades" in the Analytics Menu will initiate the below PSX Market Time and Sales. This widget will show us each and every trade done in the exchange with the time stamp.

You can Filter the list of of trades using filter option. Click the Filter Button and enter the criteria to filter as shown in the below screen.

Page 63: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

63

2.4.5.3.4. BIG TRADES

Page 64: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

64

By clicking the BIG TRADES option in the Analytics menu, you will get the widget as shown below.

In this widget you will get all the trades of the market related to the symbol happening this time.

You can filter the trades by giving the amount of value in the specified field name VALUE and Press APPLY Button.

(for example, if you put 50,000 in the value field, then you will only get those trade whose value is equal to or greater than 50,000)

Press CANCEL Button to close the window.

2.4.5.3.5. NUMERICAL ANALYZER

Page 65: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

65

Numerical Analyzer widget will be initiated by clicking the Numerical Analyzer option listed in the Analytics Menu

Technical indicators are the fundamental part of technical analysis. Indicators generally overlay on price chart data to indicate where the price is going, or whether the price is in an "overbought" condition or an "oversold" condition.

This widget will show technical indicators like Moving Average (MA), Exponential Moving Average (EMA), Moving Average Convergence Divergence (MACD) and AROON.

You can set the interval like DAY or MINUTES to get the values accordingly.

Page 66: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

66

2.4.5.3.6. ALERTS

Page 67: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

67

If you want to generate alerts on any particular incident occurred during the market hours related to any particular symbol, you should open an ALERT widget through the ALERT option in the Analytics Menu

Steps To Follow:

• Select Symbol • Select Property • Select Criteria • Enter Value • Select Recurrence • Select Alert Condition • Select Expiry • Enter Alert Note • Press Save Button

Note: All the selection options in different fields are shown in below image

Page 68: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

68

Once Alert is saved, it will be visible in the Alert Summary and gives you an option to Edit/Delete in the Action Column

Page 69: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

69

Alert History will show all the history of all the Alerts which were created earlier till today (See Image Below)

Page 70: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

70

2.4.5.3.7. CUSTOM COLUMNS

.

By Clicking the CUSTOM COLUMN option in the Analytics Menu, you will get the widget like shown below.

Custom Column is a unique option provided in our software which allow user to make their own custom column using different formulas, which can be placed in the Market Watch and show real time values according to the Live Market.

Page 71: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

71

Steps to Follow:

Press NEW Button and Enter the Name of the custom column (As shown in the below screen)

Note: Column Name should be unique and in short (like TEST, PIVOT, R1, S1), long names (like Pivot Point, Test COLUMN etc) are not allowed.

Once new column added, select the column name in the list on the left side and enter your desired formula in the formula window (White Screen in the below image)

All the allowed fields in the formula screen are listed in the right side column named Add Field and the arithmetic operations are listed above the formula screen.

Page 72: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

72

The example shown In the screenshot below we created and column named Test and then we entered the formula which is (High + LastTradePrice) / 4

and Press Save Button

After successfully creating the custom column in the widget above, Press Cancel or Close the window

• Go To the Market Watch and Right Click • Right Click Menu will appear and you will find the sub menu named Custom Column. • Mouse Over Custom Column, it will further extend with an option like shown in the image below • Mouse Over Show/Hide Option will further extend with the Custom Columns you created earlier.

(Like Test in the screenshot below)

Page 73: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

73

Click the custom column you want to show in the Market Watch.

Custom Column will appear in the Market Watch as shown in the image below.

These Custom Columns will show real-time values against the formula entered and change in the formula Fields in the LIVE MARKET.

Page 74: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

74

2.4.5.3.8. OUTLOOK REMINDER

By Clicking the OUTLOOK REMINDER, the widget below will appear.

This widget will allow us to make a reminder in our Microsoft Outlook for the future time.

Enter the required fields (Title, Location, Note) and Dates (Start Date and End Date) and Press SAVE

Page 75: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

75

Once all the required data is correctly entered and SAVE button pressed, you will get the notification like below in your notifications (Normally on Right bottom of the windows)

Once get the successful notification, you can open your outlook to verify the saved Reminder (As shown in below screenshot)

Page 76: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

76

2.4.5.3.9. VOLUME WATCHER

Volume Watcher widget will be initialized by clicking the Volume Watcher in the Analytics Menu

This widget will provide an overall market view with reference to the VOLUME on the symbol base which are categorized under Sectors

You can filter the results based on 3 option as shown in below image.

Market Type (REG, ODL, FUT)

Sectors (All the listed sectors are available in the list)

Average Volume (5d, 90d, 30d)

Page 77: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

77

2.4.5.3.10. CASH FLOW ANALYZER

Page 78: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

78

By Clicking the Cash Flow Analyzer you will get the below widget in which You can analyze cash flows of the complete market (symbol wise) by selecting the Market Type (Exchange is PKSE by default)

The data presented in the widget can be used to give a high-level overview and detailed insight into the cash flow status to the management.

2.4.5.3.11. ORDER BOOK CALCULATOR

Page 79: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

79

By Clicking the Order Book Calculator, you will get the below widget which is particularly designed for getting the estimated values or the order before placing order in the exchange in the LIVE market

Page 80: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

80

Steps To Follow:

• Enter the Symbol • Select Order Side • Enter the Target Figure • Select the Type of the Target Figure (Either the figure is the Value of the order or the Quantity of

the order) You will get all the details related to the Symbol Entered and Options selected.

Note: All the computations are real time and based on Top 5 Depth by Price information

Page 81: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

81

2.4.5.3.12. SYMBOL COMPARISON

By Clicking the Symbol Comparison option in the Analytics Menu, you will get the below widget.

Here you can compare different symbol's performance in respect to each other

Note: Maximum 4 symbols can be compared to each other and secondly the first symbol will be considered to be a BASE Symbol. All other symbols will be compared in respect to the BASE symbol.

Page 82: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

82

Steps to Follow:

• Select the Exchange (Default PKSE is selected)

• Enter the BASE SYMBOL in the symbol search box (You can enter as many symbols as you want but the comparison will only be available for the first 4 symbols or the symbols having Select Column checked in the check box)

• All the comparison values will be available, including the chart comparison. • In the Chart Comparison area, if the Show Tool tip option is checked then you will get the

graph values upon moving your mouse over the graph area like shown in the below screenshot.

Page 83: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

83

2.4.5.3.13. PORTFOLIO SIMULATOR

By Clicking the Portfolio Simulator the widget will appear as shown below

Page 84: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

84

In the Menu you will find multiple option like

1. File

2. View

3. Manage

4. Tools

1- File Menu

In the file menu you will get an option to Create Portfolio --> Click Portfolio

[1]

1.1 By Clicking the Create Portfolio Option, you will get the below screen. 2

Page 85: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

85

• Enter Portfolio Name

• Select Currency

• Enter Cash Balance

• Select Commission Rate

• Press Create Button

You Portfolio is now created.

1.2 - Print

By Pressing PRINT option, we get the printable format of the portfolio selected like shown below.

Page 86: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

86

2- View Menu

View Menu has multiple option as shown below

[2]

2.1 - Transaction History View will give a portfolio view in the historical view like below

2.2 - Show Zero Holdings: As the name shows that if this option is checked then portfolio will show all symbols having zero holding

2.3 - Include Cash Balance: This option will show cash balance into your portfolio

2.4 - Portfolio Review: By clicking the Portfolio Review option you will get the printable Report format of the selected portfolio like the image shown below.

Page 87: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

87

3 - Manage Menu

[3]

3.1 - By Clicking the Edit Portfolio, you will get an option to change the current portfolio name, Cash Balance and Commission Rate as shown in the below image.

3.2 - By Clicking the Delete Portfolio option in the Manage Menu initiate the below screen and by Pressing DELETE BUTTON, your portfolio will be deleted permanently.

3.3 - By Clicking the Add New Commission option in the Manage Menu, you will get the below screen where you can add new commission slab.

Page 88: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

88

Once the commission slab is created then you can Edit and Delete the slab from the buttons placed under Edit and Delete Column. (As shown in the image below)

3 - Tool Menu 4

Under Tool Menu we have 3 Option as follows

1. Add Transaction 2. Export Transaction History 3. Import History

[4]

4.1 - Add Transaction

By Clicking the Add Transaction option you will get the screen shown below.

Page 89: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

89

• Enter Symbol • Select Transaction Type • Select Portfolio • Enter Date (Default is Current Date) • Enter Quantity • Enter Share Price (Default is today's Market Price) • Select Commission (If Manual selected then Enter Commission) • Enter Memo (If Desired) • Press Add (Window will be closed) • Press Add Another (Transaction Added and Windows will remain open)

4.2 - Export Transaction History

By Pressing the Export Transaction History you will get the Export Widget like shown below

Page 90: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

90

• Select Portfolio • Select Symbol(s) • Select Option either Complete or within the Date Range • Select Export Type • Browse Export To path • Press Export Button

You can get the file as shown in the figure above.

4.3 - Import History

To import all the portfolio history from the file available, you can press the Import History option in the Tools Menu (as shown below)

Page 91: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

91

• Enter Portfolio Name • Enter Currency • Enter Cash Balance • Press Next Button • Select Import Type • Browse the file • Select Exchange (Default is PKSE) • Press Next Button

All the information in the given file will be imported into the Portfolio Simulator

2.4.5.3.14. CUSTOM INDEX

Page 92: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

92

By clicking the Custom Index in the Analytics Menu shown above will initiate the widget as shown below.

Custom Index widget allows us to create our own index and monitor its movement on a real time basis.

Steps to Create Custom Index

1. Enter Index Name

2. Select Calculation Method (Price Weighted, Market Cap Weighted, Custom Weighted)

3. Enter Description

4. Enter Symbol(s) 5. Select Starting Date

6. Enter Initial Value of the index

7. Press OK

Page 93: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

93

Once everything done correctly, you will get the below message

IMPORT/EXPORT Custom Index

We can import and export our own created custom index for the other application running on another machine by just sharing the index file.

FOR IMPORT

Click Tools --> Click Import --> Give File Path --> Click OK

FOR EXPORT

Click Tools --> Click Export --> Select Custom Index in the list --> Click Export Button --> Enter File Name and Path --> Click Save.

EDIT/DELETE Custom Index

By Right Click on custom index we get option for EDIT and Delete. Click EDIT will initiate a window to make the changes. Click DELETE will delete the index.

2.4.5.3.15. WHAT-IF CALCULATOR

Page 94: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

94

What-If Calculator widget initiated by clicking the menu item listed above.

This widget is particularly designed for the purpose to get an estimated gain or loss, if bought at some historical date.

We just have to enter the Symbol, Date and Volume in their respective fields and the widget will automatically calculate the GAIN/LOSS.

2.4.5.3.16. SYMBOL OVERVIEW

Page 95: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

95

Clicking Symbol Over will initiate the widget as shown below. Enter the Symbol in Search Field and it will gives the detail regarding that particular symbol, including its Live Market Data, Company Information, Technical Data and Company Summary under Overview Tab.

Main Widget have multiple Tabs to differentiate relative data as listed below.

• Overview

• Financial

• Announcements

• Graphs

• Fundamentals

• History Data

• Standardized Accounts

• Quarterly Account

OVERVIEW TAB VIEW

(General Information of the symbol)

Page 96: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

96

FINANCIAL TAB VIEW

( This tab provide information regarding Income Statement and Balance Sheet for the last 5 years)

ANNOUNCEMENTS TAB VIEW

Page 97: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

97

(If there is/are any announcements available within the given date range will be shown under this tab)

GRAPH TAB VIEW

(Symbol historical data in graphical view available in this tab which can be viewed with different criteria by right click on the

graphs and provide the view criteria)

FUNDAMENTALS TAB VIEW

Fundamental information of the company for the last 5 years are listed under this tab.

Page 98: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

98

HISTORY DATA TAB VIEW

(Historical symbol OHLC, Volume and Turnover data for the period define under the graphs tab will be available in this tab)

STANDARDIZED ACCOUNTS TAB VIEW

Symbol's Standardized information of the company for the last year are listed under this tab

Page 99: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

99

QUARTERLY ACCOUNTS TAB VIEW

Quarterly income statement and balance sheet information of the company are available under this tab.

2.4.5.3.17. SYMBOL TRADING SUMMARY

Page 100: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

100

Once you click the Symbol Trading Summary option in the Analytics Menu, you will get multiple page Symbol Summary report as shown below.

This printable report will give you Symbol's Summarized Market Position.

Page 101: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

101

2.4.5.3.18. DAILY MARKET SUMMARY

Page 102: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

102

Once you click the Daily Market Summary option in the Analytics Menu, you will get the 2 Page Market summary report as shown below.

This printable report will give you Summarized Market Position and Top Losers/Gainers as well.

Page 103: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

103

Page 104: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

104

2.4.5.4. TRADING Menu Path

Page 105: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

105

By clicking on the Trading Menu in the Menu Bar will drop down all the trade related options of the application which are as follows.

• Trade

• Margin Position

• Portfolio Watch

• Outstanding Orders

• Trades

• Activity Log

• Basket Orders

• DMA Orders

• Cash Withdrawal

• Cash Deposit

• Dep/Wid History

• Clearing Summary

• Clearing Details

• Customer Cash Ledger

• Portfolio Management

• Custody Ledger

• Custody Net Shares

• Notifications

2.4.5.4.1. TRADE

Menu Path

Page 106: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

106

By Clicking Trading Menu, the first Sub-Menu is Trade.

Mouse Over Sub Menu "Trade" will further extend the menu which have all types of trading windows as listed below

• BUY (F4)

• SELL (F5)

• Leverage BUY (F7)

• Short SELL (F8)

• Leverage SELL (F9)

By Clicking the particular order type or pressing their specified shortcut key, you will get the respective Order Window.

BUY ORDER WINDOW

Page 107: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

107

SELL ORDER WINDOW

LEVERAGE BUY

SHORT SELL

LEVERAGE SELL

Page 108: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

108

How to Place Order

1. Select Market Type

2. Select Order Type

3. Enter Volume

4. Enter Symbol 5. Enter Rate

6. Enter Account Number

7. Enter PIN Code (Select Save PIN Check box if you want to save your PIN)

Once all the required inputs are done then press ENTER. Below mentioned Order Confirmation Screen will be appear to confirm your order. Once everything is fine then press EXECUTE. YOUR ORDER WILL BE PLACED IN THE MARKET

If something wrong and you don't want to place this particular order in the Market than press "Decline".

< Back to Trading Menu

2.4.5.4.2. MARGIN POSITION

Page 109: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

109

Menu Path

By Clicking Margin Position in the Trade Menu or Pressing Shortcut Key (F2). Margin Screen will appear on the screen like below.

Page 110: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

110

• Type of Accounts

If you have multiple types of account then you get the separate TABs for each type

• Account Position Section

This section will define your current position of the account including Total Worth

• Total Worth Detail Section

Press (+) Sign will further open the detail of the Total Worth Calculation.

• Detail Portfolio Position Section

This section will list all the holding and open position against particular Portfolio Account.

*Note: Press Refresh Button to get the latest position

< Back to Trading Menu

Page 111: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

111

2.4.5.4.3. PORTFOLIO WATCH

Menu Path

By Clicking the Portfolio Watch from the Trade Menu or by Pressing (F3) Shortcut Key will open the Portfolio Watch Widget like shown below.

Page 112: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

112

By Entering the Portfolio Account you will get the Portfolio Position of that particular account

• Portfolio Market Watch Section

In this section you will see all the scripts under particular portfolio account with the live market values

• Types of Position Select type of position you want to see.

Open Position: To list down all the scripts with Open Position

Collaterals: To list down all the holding scripts.

• Portfolio Position Section

This section defines the total worth of the portfolio.

• Script Detail Section

This section will show the particular script details which are selected in the below grid.

< Back to Trading Menu

2.4.5.4.4. OUTSTANDING ORDERS

Page 113: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

113

Menu Path

By Clicking the Outstanding Order menu, we will get the widget showing below which will show all the outstanding order related to the Dealer/Client.

Enter the values in the Filter Criteria Section to shorten the list according to the filter(s) applied.

Pressing CANCEL ALL ORDERS button will cancel all the orders in the order list with the status as Queued (Use this option with caution)

< Back to Trading Menu

2.4.5.4.5. TRADES

Menu Path

Page 114: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

114

By Clicking the Trades menu, we will get the widget showing below which will show all the list of Trades related to the Dealer/Client.

Enter the values in the Filter Criteria Section to shorten the list according to the filter(s) applied.

< Back to Trading Menu

2.4.5.4.6. ACTIVITY LOGS

Menu Path

Page 115: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

115

By Clicking the Activity Log menu, we will get the widget showing below which will show all the log of Activities related to the Dealer/Client.

Enter the values in the Filter Criteria Section to shorten the list according to the filter(s) applied.

< Back to Trading Menu

2.4.5.4.7. BASKET ORDERS

Menu Path

Page 116: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

116

By Clicking the Add New Basket Order menu, we will get the prompt showing below which allow us to name our Basket.

After entering the name of your desire, Press OK

After Successful creation of the Basket Order, you will get your name listed into the Basket Order Menu as shown in the screen-shot below

Page 117: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

117

Click OPEN into your created Basket Menu to initiate the Basket Order Widget

Once Basket Order window open, Click Select Window drop down.

Drop down option include all order windows like

• BUY

• SELL

• Leverage BUY

• Short SELL

• Leverage SELL

By Clicking your desired order option will initiate the order window for the creation of your new order as shown in below screen-shot

Page 118: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

118

Enter the required fields in the order window and press ENTER. Confirmation window will appear, Press YES to enter order into the basket and click NO to close the window.

Once Order successfully Entered into the Basket, it will be appeared into the list and shown the Remark as OK !

You can add as many orders as you like.

Once all the required orders are added into the list, you now have an option to Select All and Execute All orders of the Basket at the same time or you can select particular orders from the list and Execute by selecting the check box appeared in the first column of the order row.

(See Below Image)

Page 119: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

119

You also have an option to SAVE your basket for the future execution. All you have to do is to press SAVE button after adding all your Orders.

< Back to Trading Menu

Page 120: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

120

2.4.5.4.8. DMA ORDERS

Menu Path

< Back to Trading Menu

Page 121: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

121

2.4.5.4.9. CASH WITHDRAWAL

Menu Path

By Clicking the Cash Withdrawal Menu, you will get the withdrawal window like the image below.

Enter the Portfolio Account and Press Enter

All information will appear automatically related to portfolio account including withdrawal limit.

Enter the Withdraw Amount and Remarks and press Submit button.

Page 122: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

122

Confirmation window will appear. Press YES to submit the request.

* NOTE: Withdrawal Request Amount should be more that Rs. 100/- and less than or equal

to the withdrawal limit amount mentioned on the screen.

< Back to Trading Menu

2.4.5.4.10. CASH DEPOSIT

Menu Path

By Clicking the Cash Deposit Menu, you will get the cash deposit window like the image below.

Page 123: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

123

Enter the Portfolio Account and Press Enter

All information will appear automatically related to portfolio account including cash balance/ Cash Call/ Margin Call.

Enter the Deposit Amount, Remarks, Cheque No. and Receipt No. and press Submit button.

Confirmation window will appear. Press YES to submit the request.

< Back to Trading Menu

2.4.5.4.11. CASH DEPOSIT WITHDRAWAL HISTORY

Page 124: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

124

Menu Path

By Clicking the Dep / Wid History Menu, you will get the cash deposit and Withdrawal History window like the image below.

Enter the required fields and press SEARCH. All the history record will be appeared in the grid (If there is any history)

Status Drop Down will further gives your four option like All, Approved, Reject, Pending to further narrowing the search option.

Page 125: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

125

Transaction Type Drop Down will further gives your three option like All, Deposit, Withdrawal to further narrowing the search option.

< Back to Trading Menu

2.4.5.4.12. CLEARING SUMMARY

Menu Path

Page 126: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

126

Click Clearing Summary Menu to initiate the widget like shown below.

Steps to get Clearing Summary Report

Page 127: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

127

• Enter Portfolio Account

• Select Order Side Option

• Select Market Type Option

• Select Position Type Option

• Enter Symbol

• Enter FROM and END Date

• Press Generate Report Button

< Back to Trading Menu

2.4.5.4.13. CLEARING DETAILS

Page 128: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

128

Menu Path

Click Clearing Details Menu to initiate the widget like shown below.

Steps to get Clearing Details Report

Page 129: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

129

• Enter Portfolio Account

• Select Order Side Option

• Select Market Type Option

• Select Position Type Option

• Enter Symbol

• Enter FROM and END Date

• Press Generate Report Button

< Back to Trading Menu

2.4.5.4.14. CUSTOMER CASH LEDGER

Menu Path

Page 130: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

130

Click Customer Cash Ledger Menu to initiate the widget like shown below.

Enter the Customer Portfolio Account and Press Enter. Default Date Range is already set to 1 Month, if required to change then enter From Date and To Date and Press FETCH DATA.

Cash Account Details and Cash Ledger will be populated automatically.

(Note: If multiple cash accounts are associated with Single Portfolio Account then you need to select cash account to get its ledger details)

Page 131: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

131

Once all the data is populated on the screen then Press GENERATE REPORT to get the printable format of the cash ledger as shown below.

< Back to Trading Menu

Page 132: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

132

2.4.5.4.15. PORTFOLIO MANAGEMENT

Menu Path

Click Portfolio Management Menu to initiate the widget like shown below.

Enter the Customer Portfolio Account and Press Enter. Default Date is already set to Today, if required to change then enter As On Date and Press FETCH DATA.

Cash Balance Summary and Custody Position will be populated automatically.

(Note: If multiple cash accounts are associated with Single Portfolio Account then you need to select cash account to get its details)

Page 133: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

133

Once all the data is populated on the screen then Press GENERATE REPORT to get the printable format of the Portfolio Report as shown below.

< Back to Trading Menu

Page 134: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

134

2.4.5.4.16. CUSTODY LEDGER

Menu Path

Click Custody Ledger Menu to initiate the widget like shown below.

Enter the Customer Portfolio Account and Press Enter. Default Date Range is already set to 1 Month, if required to change then enter From Date and To Date and Press Load Button.

Security Account(s) will be populated automatically. Select the Security account or expand the list to get the Custody Detail and Custody Ledger Detail.

(Note: If multiple security accounts are associated against given Portfolio Account then you need to select particular security account to get its ledger details)

Page 135: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

135

< Back to Trading Menu

Page 136: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

136

2.4.5.4.17. CUSTODY NET SHARES

Menu Path

Click Custody Net Shares Menu to initiate the widget like shown below.

Page 137: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

137

Enter the Customer Portfolio Account and Press GET Button. By Default ALL Symbols are selected, if you want to search any particular symbol then select from the drop down list or enter the symbol manually.

Once data populated into the grid, Press Generate Report to get the printable form of the report. (As Shown Below)

< Back to Trading Menu

Page 138: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

138

2.4.5.4.18. NOTIFICATIONS

Menu Path

Once Click the Notification Menu in the Trading Menu list will initiate the Notification widget as shown below

In Notification widget you will get multiple TABs for different kinds of notification as list below

Page 139: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

139

All Activity: This Tab will show all kinds of activities.

Orders: Only Normal Order Related Notifications will be shown.

DMA Orders: Notifications related to DMA Order will be shown.

Trades: Only Trades related notification will be displayed under this tab.

Symbol Activities: Any symbol/script related notification will be shown here.

Announcements: Exchange Announcements regarding symbols will be shown under this Tab.

Alerts: All alerts will be displayed under this Tab.

< Back to Trading Menu

2.4.5.5. SETTINGS

In Setting Menu you will get different option as listed below

• Theme Settings

• Change Language to Urdu

• Shortcut Keys

• Show Ticker

2.4.5.5.1. THEME SETTINGS

Mouse Over Theme Settings will give two options

• Dark

• Light

< Back to Setting Menu

2.4.5.5.2. CHANGE LANGUAGE

Page 140: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

140

By Clicking the Change Language to Urdu or Pressing CTRL+L (Shortcut Key) will convert the whole application in the urdu version like the below screen-shot

< Back to Setting Menu

2.4.5.5.3. SHORTCUT KEYS

By Click on Shortcut Keys in the setting menu or pressing F1, will show all the shortcut keys of the application like shown in the below screen

Page 141: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

141

< Back to Setting Menu

2.4.5.5.4. SHOW TICKER

By Pressing the Show Ticker Option, Floating Symbol Ticker will appear right under the Exchange and Index Summary Bar like the highlighted in the below screen-shot

Once the Floating Symbol Ticker is visible then the Show Ticker option will become HIDE TICKER in the setting menu and by pressing it will hide the Floating Symbol Ticker.

< Back to Setting Menu

Page 142: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

142

2.4.5.6. LOGOUT

Click on LOGOUT option in the Menu Bar If you want to logout from the application, you will get the below confirmation screen to get the confirmation.

Press YES - If you want to Logout

Press No - If you don't want to logout

2.4.5.7. HELP

Enter topic text here.

2.4.5.7.1. TECHNICAL SUPPORT

Enter topic text here.

2.4.5.7.2. VIDEO TUTORIAL

Enter topic text here.

2.4.5.7.3. UPGRADE APP. MANUALLY

Enter topic text here.

2.4.5.7.4. ABOUT

JS Group is one of Pakistan ’s most diversified and progressive business groups with

market-leading financial services businesses and a diversified portfolio of strategic

investments.

▪ Founded in 1970

▪ Core business is financial services

▪ 23,000+ employees

▪ A long history of partnerships

▪ Extensive relationships in Pakistan

Page 143: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

143

JS Group's diversification across these sectors allows it to ride out each sector's

individual business cycle and take a long term approach to investing in and building

our businesses.

The Group has offices throughout the major cities in Pakistan and manages its

international operations from its London and Dubai offices.

At JS Group, we continually challenge ourselves to dynamically grow our businesses,

both internally and through world-class partnerships, while setting ever-higher

standards of excellence and governance.

Page 144: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

144

KEYWORD INDEX

No index entries found.

Page 145: Trading Terminal Manual...• Best Equity Trader FMA Awards Winner of Best Broker Overall – Forex & Money Market by FMA Pakistan PACRA Rating JS Global has received the best rating

Trading Terminal Manual

145

For further information contact us

Head Office

17th Floor, The Centre Plot No. 28,SB-5, Abdullah Haroon Road

Saddar, Karachi- 74400, Pakistan. Phone: (+92-21) 111-574-111

Pakistan Stock Exchange Branch Room # 634, 6th Floor, PSX

Building, Stock Exchange Road,

Karachi, Pakistan Phone: (92-21) 324 27461

Hyderabad Branch

Shop No. 20, Ground Floor Auto Bhan Towers, Auto Bhan Road, Unit No. 3, Latifabad, Hyderabad. Phone: (+92-22) 2114651-55

Multan Branch Office # 608-A, 6th Floor, The

United Mall, Plot # 74, Abdali Road,

Multan, Pakistan. Phone: (+92-61) 457 0260-66, 68, 69

Fax: (+92-61) 457 0267

Lahore Branch

Plot # 434-G/1, MA Johar Town, Lahore, Pakistan.

Phone: (+92-42) 352 91025 Fax: (+92-42) 356 94617

Faisalabad Branch

Ground Floor, Meezan Executive

Tower, Plot No. 4, Liaquat Road, Faisalabad, Pakistan.

Phone: (+92-41) 254 1900-8

Peshawar Branch

1st Floor, SLIC Building No. 34, The Mall Road, Peshawar Cantt.,

Peshawar, Pakistan. Phone: (+92-91) 528 5221-5

Islamabad Branch

Office No. 413 4th Floor, ISE Towers

55-B, Jinnah Avenue, Islamabad, Pakistan.

Phone: (+92-51) 111-574-111

Fax: (+92-51) 289 4417

JS Global Capital Limited

UAN: (021) 111-574-111 www.jsgcl.com www.jsglobalonline.com

jsglobalonline

jsglobalonline