karvy stock broking limited mobile app user manual · 2018. 1. 12. · image authentication ......
TRANSCRIPT
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Karvy Stock Broking Limited
Mobile App User Manual
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1. Introduction
KARVY Mobile Applicationgives the Investor Clients of the Brokerage House theconvenienceofsecureandrealtimeaccesstoquotesandtrading. Theservicesarespeci�ically designed to meet the ever-changing needs of the Stock market andinvestors.KARVYMobileApplicationhastwolevelsofpasswordfortheinvestor.OnepasswordcalledtheLoginPasswordtoallowtheinvestortologinintothewebsiteandanotherpasswordcalledtheTransactionPasswordtoplaceorders.Boththepasswordsarestoredsecurelyandtotallyencrypted.TheInvestorwouldbeableto
· PlaceOrders· Modify,CancelOrders· ViewOrderBook· ViewTradeBook· ViewPositionBook· ViewHoldings· ViewLimits· ViewQuotes· ViewMarketPicture(MBP)
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2 FeaturesofKARVYMobileApplication
3.1 LoggingintoKARVYMobileApplication
LoginScreenTheloginscreenisvisiblewhentheuserstartsthemobileapplication.TheValidUsernamemustbeentered,andtheusershouldclickontheSignInbutton.
Onclicking‘SignIn’Button,ThefollowingloginwindowwillappearwhereuserhastoenterLoginID&Passwordandcon�irmtheImageAuthentication.ImageAuthenticationDuring registrations client would need to select from the list of images forveri�icationofsites/server for future loginsandsamewill con�irmedduringeveryloginbyuserasshowninbelowwindow.
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2FAAuthenticationSEBIhasmandated2FAauthenticationfor login.SEBIcircularnoCIR/MRD/DP/8/2011.Question based authentication/OTP (one time password) would beimplementedinAPPasa secondfactorofauthentication(2FA)bythesystem.Brokercanoptforanyoneoftheoption.AsanAuthenticationoftheserverbytheuser,imageswouldbedisplayedasabove.
ChangePasswordWhentheuserlogsinforthe�irsttimeorifthepasswordhasexpired,thefollowingmessagepromptwillbedisplayed.
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WhentheuserclicksontheOKbutton,thewindowforresettingtheloginpasswordisdisplayedasfollows.
The user needs to type in the login and transaction old password, the newpassword, and con�irm the new password in the respective �ields provided. Onclicking on the ‘Change’ Button, the password gets reset and the followingcon�irmationmessagewillbedisplayed.
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PasswordExpiryWarningThefollowingPasswordExpiryWarningMessagewillbedisplayed,threedaysbeforethepasswordisabouttoexpire.
PasswordPolicyFollowingisthepasswordpolicyfollowedintheKARVYMobileApplication:· Forencryptionofpasswordsweuse128bitencryptionkeywithaproprietary
logic, also have an option of storing it with 128bit encryption key and AES
Encryptionmethod.
· ThesystemrequestsanID&passwordforloggingin.
· Thepasswordisencryptedbeforetransmission.
· Thepasswordisstoredinanencryptedformatinthedatabase.
· Changeofpasswordismandatoryforthe�irsttimeuser.
· Changepasswordcannotbethesameasofthelast3passwords.
· User can not login after THREE consecutivewrong passwords & the user can
loginonlyafterthepasswordisresetbytheadministrator.
· Thepasswordshouldbeofminimum6characters&maximum12charactersin
length.
· ItmustbeAlphanumeric.
· The passwordwill be checked against the log-in ID. The login ID& password
cannotbethesame.
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· Spaceisnotavalidcharacterinthepassword.
· Passwordexpiresautomaticallyafter14tradingdaysforci ngtheusertochoose
anewpassword.
· Passwordcanbechangedbytheusersatanytimeasperwill.
2.2 HomePage
After the user has successfully logged in, the following home page window getsdisplayed,wheretheuserhastheoptiontogetquotes,placeorders,createmarketwatch groups, create an indexwatch, view order book,Tradebook,Possition book,holdings,Limits,SetAlerts,Alerthistory,TopN,Indexdetails,Modify2FAquestions,userdetailsandsoon.
QuotesThe ‘Quotes’ feature enables the user to retrieve real-timequoteson securities. Itdisplays information such as Last TradedPrice, Best BuyRate andQuantity, Best SellRateandQuantity,PriceRangeandsoonfortheselectedsecurity.Userhasto
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tap on particular scrip to retrieve below highlighted options (Get quote, MBP,ContractInfo,DeleteScrip)inmarketwatchwindow.
Getquote
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MBPThe‘MBP’featureenablestheusertoretrieve‘Best5Buy’&Best5Sell’informationonasecurities.
Contract-infoThe‘Contract-Info’featureenablestheusertoretrievedetailedinformationsuchassymbol, series,exchange, issuestartdate, Issuecapital, listngdateandsoonforasecurities.
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DeleteScripThisoptioncanbeusedtodeletescripfrommarketwatch.MarketWatch
Ø CreateMarketWatch
The user can create a MarketWatch of scrips for which he wants to view latestmarketfeedsbyclickingonthe‘AddNew’buttonfromthe‘MarketWatch’window.
TheusermustentertheNamefortheMarketWatchthathewantstocreate.
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Usermust select thedesired instruments,Exchange, Series,Enter theSymbol (eg:ACC),andclickon‘Add ’button.Apop-upmessagewillappeartocon�irmthatscriphavebeenaddedinthemarketwatchgroup(NSE).
Ø SetasDefault
Selectanymarketwatchfrom‘MarketWatch’optionandselectedmarketwatchwillbesetasdefault.
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Ø DeleteMarketWatch
TheusercandeleteanexistingMarketWatchGroupbypressingandholdingtherequiredmarketwatchtobedeleted.
TradesWhentheuserclicksonthe‘MarketWatch’buttonintheHomePage,thefollowingwindowappears.
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Intheabove‘MarketWatch’window,theusermustclickonthe‘Buy/Sell’optionunderspeci�icscrip,fromwherehewillbeabletoplaceorders;hemustclickon‘OrderBook’option,‘TradeBook’option,‘Positions’optiontoviewhisorderbook,tradebookandexistingpositions,respectively.
· Buy/SellinNSE
TheuserhastoclickontheBuy/Selloptiontoplaceorders,andthefollowingwindowappears.
TheuserwillbeabletoseeexchangeandsymbolloadedbydefaultanduserneedtoselectRetention(DAYor IOC),Producttype(CNC,MIS,NRML)andtheaction(BuyorSell)fromthedropdownprovided,enterthequantitytobebought/sold,selectthedesiredpricetype(Limit/Marketandsoon),entertheprice(if it’sa limitorder),enterthetriggerprice(incaseofstoplossorders),DisclosedQty(ifany)andclickon
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‘Submit’. Onclickingsubmit,Thefollowing‘OrderCon�irmation’windowwillappearshowingthedetailsenteredintheBuy/Sellwindow.
After reviewing the order details, the user needs to scroll down in the ‘Ordercon�irmation’pageandclickon‘Submit’. Onclickingon‘Submit’, AnewwindowwillappearshowingtheorderdetailsalongwiththeAPPOrderNumber. Onceuserclick‘OK’,orderstatuscanbeviewedinOrderbook.
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· Buy/SellinNSEFO
ToplaceorderinNSEFO,theusermustselecttheexchangeNSEFOfromthedropdownandselectdesiredscripandselectBuyorSell.
Onceuserselect ‘BuyorSell’option, followingwindowwillappear andexchangeandsymbolwillgetloadedbydefaultanduserneedtoselectRetention(DAY, IOCorCOL), Product type(MIS,NRML) and the action (Buy or Sell) from the drop downprovided,enterthequantity(*inlotsize)tobebought/sold,selectthedesiredpricetype(Limit/Marketandsoon),entertheprice(ifit’salimitorder),enterthetriggerprice(incaseofstoplossorders),DisclosedQty(ifany)andclickon‘Submit’.
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Onclickingsubmit,thefollowing‘OrderCon�irmation’windowwillappearshowingthedetailsenteredintheBuy/Sellwindow.
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Theusermustclickon‘Submit’afterreviewingthedetails.Oncethe‘Submit’buttonisclickedon,theordergetsplaced.Thefollowingwindowappears,displayingtheorderdetailsalongwiththeAPPOrderNumber.
Fromthiswindow,theusercanviewtheorderdetailsandorderstatusbyclickingon‘OrderBook’.
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OrderTypes:
1. LimitOrder
Alimitorderisanordertobuyorsellasecurityataspeci�icprice.Abuylimitordercanonlybeexecutedat the limitpriceor lower,andasell limitordercanonlybeexecutedatthelimitpriceorhigher.E.g.IfthecurrentmarketpriceofIdeaCellularisRs.75&youwishtoBuyatRs.70orSellatRs.80,youhavetoplaceaLimitOrder. 2. MarketOrder
Amarketorder isanorder tobuyorsella stockat thecurrentmarketprice.Theadvantageofamarketorderisyouarealmostalwaysguaranteedyourorderwillbeexecuted.3. StopLossLimitOrder
Astop loss limitorderisanordertobuyasecurityatnomore(orsellatno less)than a speci�ied limit price. This gives the trader some control over the price atwhichthetradeisexecuted,butmaypreventtheorderfrombeingexecuted.Astoplossbuylimitordercanonlybeexecutedbytheexchangeatthelimitpriceorlower.Astoplossselllimitordercanonlybeexecutedatthelimitpriceorhigher.
E.g. [email protected] fall, incaseofpriceincrease,youcanlimitthelossbyplacingaStopLossBuyorder.IntheBuyScreenwecanputthetriggerprice@[email protected]'slasttradedpricerisesaboveRs.150,[email protected].
4. StopLossMarketOrder
Astoplossmarketorderisanordertobuyorsellasecurityatthecurrentmarketpriceprevailingatthetimethestoporderistriggered.Thistypeofstoplossordergivesthetradernocontroloverthepriceatwhichthetradewillbeexecuted.A sellstopmarketorderisanordertosellatthebestavailablepriceafterthepricegoesbelowthestopprice.Asellstoppriceisalwaysbelowthecurrentmarketprice.Abuy stopmarketorder is typicallyused to limit a loss (or toprotect anexistingpro�it)onashortsale.Abuystoppriceisalwaysabovethecurrentmarketprice.
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OrderBookTheusercanviewdetailsofalltheordersplacedbyhimbyclickingon‘OrderBook’inthe‘HomePage’window.FromtheOrderBook,Theusercanvieworderdetails,modifyorder, cancelopenordersandvieworderhistoryasshowninbelowwindow.
OrderDetailsTheusercanselectaparticularorderforwhichherequirestheorderdetails.
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OrderModi�icationTomodifyanorder,theusermustselectthe ‘ModifyOrder’optionfromtheorderbook. The following window appears to enter the new parameters for ordermodi�ication.
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Thequantityand/orpriceoftheordercanbemodi�iedbytheuserbyenteringthenewdetails.Oncetheusermodifyorderandinputtransactionpasswordandclickson ‘Submit’, the following ‘OrderStatus’windowappearsandOnce theuserclickson‘OK’,themodi�iedordercanbeseenin‘OrderBook’
OrderCancellationTocancelanorder, theusermust select therequiredopenorder thatneeds tobecancelled,fromtheorderbookandselect‘cancelorder’. Thefollowing‘Con�irmationMessage’ will appear from where the user is required to con�irm the ordercancellation.
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Whentheuserclickson‘OK’,theorderwill getcancelled,andthisstatuscanbecheckedintheOrderBook.
OrderHistoryTheusermust select ‘OrderHistory’ to view the historyof thatorder, that is, theuserwillbeabletoviewthecurrentstatusaswellasdetailsofeachandeverystepofthestatus,suchasOrdernumber,symbol,ordertype,buyorsell,quantityetc.
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TradeBookTheusercanviewtheentirelistofalltradedordersandtheirdetailsbyclickingon‘TradeBook’inthe‘Home’window.TheusercanseeexchangewisetradedetailsinTradeBookWindow.
OrderDetails
The user can view the details of a particular trade by selecting that trade andclicking on ‘Details’. The details of that traded orderwill be displayed alongwithExchangeOrderNumber,TradedQuantity,Priceandsoon.
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TradeHistory
The user can view the history of a particular trade by selecting that trade andclickingon‘TradeHistory’.Thefollowingwindowdisplayingthehistoryoftheorderalongwithprice,quantityandsoon,willappear.
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PositionConvertion
User can also convert his position by selecting ‘ Position Convertion’ option inTradebook,whenuserselectthisoption,thefollowingwindowwillappear,whereuser can change the product type (likeNRML), Transaction type(buy or sell) andthenclickon‘Submit
Whentheuserclickson‘Submit’,Thefollowing‘Con�irmationMessage’willappear.
PositionBook
The user can view his positions by clicking on the ‘Position Book’ button in the‘Home’window.The followingwindowwillappear, fromwheretheusercanviewday-wiseaswellasnet-wisepositions,byselectingtheappropriateoption.
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To viewpositionsdetails, theusermust select the requiredposition forwhichhewants position details and select ‘details’. The ‘Position Detail’ screen displaysExchange, Symbol, Net Qty, Net Amt, Product type, MtoM, BEP, LTP for everyposition.Italsodisplaystheday&net-wisepositions.
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Squareoffisanoptionprovidedtotheusertoliquidatehisexistingposition.whenuser select ‘Square Off’ option in position book, The following ‘Con�irmationMessage’willappearfromwheretheuserisrequiredtocon�irmthesquareoff.
When the user clicks on ‘OK’, position will get squared off and following‘Con�irmationMessage’willappearinpositionbookwindow.
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HoldingsThisoptionallowtheusertoviewhistotalholdingsacrosssecurities.
RiskManagement
Risk Management System can be con�igured to have following checks before theordersarereleasedtotheexchange.TradingLimits,Positionlimits,Exposuretakenbyclientbasedonriskassessment,credit quality and available margins of the client, Quantity Limits, Price RangeChecks,OrderValue,andCreditChecks.Various categories canbe set.According to the category,RMSvalidates theorder.Accordinglyitsendsaccept/rejectmessage.Risk Management System can be con�igured to have following checks before theordersarereleasedtotheexchange.Thecheckswhicharede�inedbyexchangew ithrespect to Algorithms are in place in the system. Below mention rules can becon�iguredinthesystemtocontroltheriskparameterwhichisde�inedbyexchange. Sr.No. Checks Rulestoset Remarks
1 PriceCheck 1) CheckPriceRangeBasedonLTP2) CheckCircuitLimit
TheseruleswillcreateapricerangeonthebasisofLastTradedPricedasperthepercentagesetinthecategorywindow.
2 QuantityCheck
a) OrderQuantityincludingSquare
Thisruleswillrestrictperorderthenumberofquantitytobe
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offOrderb) BoardLotQuantityincludingSquareoffOrder
placedinmarketwhichisde�inedthecategorywindow.Theusercande�inethenumberofquantityinWeightsandinlotsforFutures.
3 OrderValueCheck OrderValueincludingSquareoffOrder
Thisrulewillrestrictperordertheordervaluewhichcanbeplacedinthemarketwhichisde�inedincategorywindow
4 TradePriceProtectionCheck
CheckCircuitLimitincludingsquareofforder
ThisruledoesnotallowtoplacetheorderwhichhasbeenplacedabovetheHigherCircuitLimitorLowercircuitlimitwhichidde�inedforcontract/scripbyexchange
5 MarketPriceProtection
CheckPriceRangeBasedonLTP
ThisrulewillcreateapricerangeonthebasisofLastTradedPricedasperthepercentagesetinthecategorywindow.
6 CumulativeOpenOrderValuecheck
Pendingordervalue
ThisrulewillrestricttheOpenOrderwiththeValuesetinthecategory
7 AutomatedExecutionCheck
TurnoverOrderLevelandTurnoverOrderLevelLimit
Thisrulewillcalculatethevalueofallexecuted/Unexecutedanduncon�irmordersandifbreachthevaluesetincategorythenfurtherorderwillgetrejected
8 AutomaticstoppageineventofAlgoexecutionleadingtoalooporarunawaysituation.
OrderThrottle IftherenumberoforderpersecondsbreachesthevaluewhichissetinThrottlethenfurtherordergetsrejectedbythesystem.
9 NetPositionVs.availablemargin
GrossExposure,GrossExposureDerivative,VarMarginOrderLevel,SpanMarginOrderLevel
UsercansettheriskparameterbasedonExposureandMarginbasedonwhichthemarginusedwillbecalculatedonthebasisofpositiontaken.IftheMarginusedisequaltoCashmarginthenfurtherorderwillberejectedbythesystem
10 RBIViolationchecks RestrictedBasket UserneedtocreateaRestricted
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forFIIRestrictedstocks.
orRMSBlocking basketforthescripandassigntothecategoryoftheuser/client.AlsoRMSblockingcanbeused.
11 MWPLviolationcheck
RMSBanSymbolorRMSBlocking
ThescripforwhichmarketwidepositionlimitisbreachthenscripcanbeblockedoritneedstobeinBan.
12 PositionLimitChecks
ScripGroup/ScripMargin
Usercande�inethequantityscripwiseinwhichthepositioncanbetakeninscripgroupandthenitneedstobeassigntocategoryatclientlevel
13 TradingLimitChecks
TurnoverOrderLevelLimit/GrossExposureLimit
Usercande�inetheTurnoverorExposureforaspeci�icClient/UserorBranch.
14 ExposureLimitcheckatindividualclientlevelandatoveralllevel
GrossExposureandGrossExposureLimit
Usercande�inetheExposureatBranchLevelaswellasBrokerLevel
AlertsTheusercansetalertsforanindex,scripsorpersonaltradedatabyclickingon‘SetAlerts’intheMenuunderHomePage.Thefollowing‘SetAlert’windowwillappear,Iftheuserwishestoreceiveatextmessageforthealert,hemustenterthemobilephonenumber,andifhewishestoreceiveane-mailalert,hemustenterthee-mailidforalert.
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Onclickingsubmit,Thefollowing‘SecurityAlert’windowwillappear.Theusermustselect thedesiredExchange,entertheseriesandclickon ‘Lookup’.Hemustselectthedesiredsymbol,andselectthealertbasedonoptionfromthedropdown(LastTradedPrice/Tradedvolume for thedayandsoon), select theoption forgreaterthanorequalto,orlessthanorequaltoandsoon,andenterthevalueforthealertandclickonsubmit
Onclickingsubmit,Thefollowing‘Con�irmationMessage’willappear.
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AlertsHistoryAlerthistorywilldisplaythealertwhichuserhassetwithregardtoanyscrip.Alerthistorycanbeinvokedbyselecting‘AlertHistory’ optionunderMenuinHomePage.
ModifyAlertUser canmodify alert by selecting ‘Modify Alert’ option in Alert Historywindow,whereusercanchangemodeofreceivingalert,limit,ValueandSubmit.
Onclickingsubmit,Thefollowing‘Con�irmationMessage’willappear.
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Tocancelanalertfromthelist,theusermustselect‘CancelAlert’option.Apop-upmessagewillappearasfollows,tocon�irmthecancellationofthealert.
TOPN
Thiswindowshowsthetop10gainer/losersintheexchangesegmentbasedonthefollowingcategory:
a) TradedValueb) TradedVolumec) OpenInterestVolumed) %Change_Prev_Closee) OpenInterestValue
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ThefollowingbasketwindowshowstheTopGainersamongscrips,basedonTradeValueinNSEOpenMarketandusercanselectdifferentoptionsindropdownbasedonhispreference.
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IndexDetailsTheusercanusethe‘IndexDetails’optionbyclickingon‘IndexDetails’undermenuin‘HomePage’toviewalltheindicesandtheirvalues.
Mypro�ileThe user can use the ‘My pro�ile option by clicking on ‘MyPro�ile undermenu in‘HomePage’toviewuserdetails,modify2FAquestionsandchangepassword
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UserDetailsThisoptionwillshowtheentiredetailsfor theuser likeAccountDetails,Personaldetails,ContactDetailsandBankDetailsandsoon.Userpro�ilecanbeinvokedbyselecting‘UserPro�ile’undermenuinHomePage.
ModifyQuestionsThisoptionallowtheusertomodify2FAQuestions&Answers.Thiscanbeinvokedbyselecting‘ModifyQuestions’under‘Menu’in‘HomePage’
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ChangePasswordUsercanchangehispasswordbyclickingon‘ChangePassword’underMypro�ileoption.AboutUsercanviewversiondetailsbyselectingthisoptionLogoffUsercanlogofffrommobileappbyselecting ‘logoff’optionundermenuinHomepage.Thefollowing‘Con�irmationMessage’willappear.
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