registration register in angel eye from here. angel & non-angel clients can register and benefit...
TRANSCRIPT
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Registration
Register in angel eye from here.
Angel & non-Angel clients can register and benefit from the application.
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Registration for Angel clients
For angel clients.
Input client code & mobile or PAN no.
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Registration for non Angel clients
Registration for non- Angel clients.
Input your mail id and other details and click on submit.
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Login of Client
Angel Client can login here with his client code .
Non angel client should login with email Id
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Home Page
Asset allocation & equity sector allocation
Latest news
Shows net worth /equity worth.
Graph shows last 3 months performance of holdings. Latest recommendations
by Angel.
Click portfolio level and select your/family portfolio.
Contact us information and Chat featuresSensex and Nifty
InformationYour Relationship Manager
Name and details
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PORTFOLIO
EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN MODEL PORTFOLIO PERFORMANCE CHART
FIXED DEPOSIT INSURANCE REAL ESTATE OTHERS CASH ASSET ALLOCATION
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Portfolio- Equity The dropdown box can be selected for viewing the Holdings, P&L, & their views
Click on “add” to add scrip.
Utilities- FAQ’s, printout, export to excel.
The small icons below company name are Chart, Research, News ,Corporate actions, Alert
Click “all transactions” or “off market transactions” to view details.
Portfolio shows Equity holdings.
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Transaction history
Transactions of a co. can be viewed on clicking the quantity field
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Company snapshot
Click on company name to view company snapshot
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Profit & LossSelect options from here to view P&L / CA etc.
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Portfolio- Mutual Funds
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Portfolio- Derivatives
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Portfolio- Commodity
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Portfolio- Currency
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Portfolio- Loan
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Portfolio- Fixed Deposit
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Portfolio- Insurance
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Portfolio- Real Estate
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Model Portfolio
Compare your model portfolio with actual portfolio from here.
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Asset allocation
Asset allocation of client portfolio.
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Performance chart
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RESEARCH
Summary Angel research News Interactive chart Watch list Knowledge center News Flash
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Research Summary
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Angel Research
Click on “report type”
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Research- Angel Compass
This is a stock screener which allows filtering of stocks based on different parameters.
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Research- Interactive chart
Input Co. name & select segment and click ADD button to view chart.
Select month/year from the options given.
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Watch List
Create a Watchlist of your favourite stocks .
View various details upon clicking the dropdown.
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Research- Knowledge Center
This page contains the FAQ’s on general queries .
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News Flash
News Flash provides live news from over 1.5 million resources
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ACCOUNTS
Backoffice
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About Back-office
Back-office has all the relevant details of the client:
It shows the transactions and snapshot of funds of the client.
It shows various holdings that the client may have in his Account. For e g; security holdings, DP holdings etc.
In Reports, client can view his statements, contract notes, his various transactions.
Research is about the Angel research and analysis reports of companies.
The other options available in back office are products and favorites.
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Backoffice This shows the snapshot details of client portfolio.
This section has the client personal details.
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UTILITIES
Alerts Calculators Family My profile Preferences
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Utilities- Alerts
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Utilities- Calculator
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Utilities- Add Family
Client can add his family members in his portfolio from here.
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Coming Soon !!
TRADE
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TRADE
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ACCOUNTING & TAXATION
Assists in filing IT returns
Assists in personal accounting
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Contact Us
Following are our contact details:
Call us at 3355 1111 (Local Charges Apply)
e-mail us at [email protected]
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THANK YOU