Post on 03-May-2023
Contents
Introduction 3
Online Account Opening 4
Login Screen 6
Home Screen 7
Configuration and Customization 8
The Watch Window 18
The Message Window 28
Order Execution 38
Monitoring/Analytical Tools 45
Reporting Tools 62
Miscellaneous Features 70
Shortcuts 73
AHL Analytics 74
About 83
2
Introduction
3
Trade Cast v3.4.0 is the latest version of Arif Habib Limited’s bespoke In-House
online trading platform. It comes packaged with a slew of new features that ensure
greater ease and flexibility when you trade securities through our brokers. With
Trade Cast installed on your system, the only thing you need to monitor the market
or execute your trades is an internet connection.
The purpose of this user manual is to address some of the issues you were facing
when using our software. Many of our clients were unable to understand how to
execute several commands and some were found ignorant of the various features of
our software which can greatly enhance user experience.
Since it is impossible to delve into every minute detail of our software and present
it in a concise and convenient manner, this manual only elaborates on the most
relevant aspects of our software. For the sake of brevity, some relatively less
important features have been omitted or only discussed briefly.
The Login Screen
6
This is the first screen that appears when the program is executed. Follow the
instructions and enter your login credentials to access the home screen.
This is the first screen that appears when you login. By default, it displays
the message and market watch windows. The windows can be shifted and
resized according to your preferences.
Home Screen (Also Available in mobile app – iOS & Android)
7
Configuration and Customization
8
Trade Cast has many options that enable you to customize your experience and
configure it to your requirements. This can be done by accessing the preferences
window which allows you to change passwords, PINs and set preferred accounts.
Moreover, there are several options to customize the appearance of the graphical
interface in the “Fonts” tab.
The “Preferences” window can be opened by clicking on the button on the main menu bar and selecting from the drop-down menu.
Alternatively, you can click the icon on the command bar or use the “Ctrl+P” key combination .
Preferences
General tab (Also Available in mobile app – iOS & Android)
The General tab is selected by default when the preferences window is
opened. You can make any desired changes by ticking or unticking the
relevant options and clicking on the button. Clicking on the
button will open another window with more options.
9
Advance SettingsDesktop Alert
10
When the Advanced Settings window is opened, the “Desktop Alert” tab is selected by default . It allows you to choose which notifications will
“Pop-up” on the main screen. After making the desired changes, click on the button to put them into effect.
Advanced Settings Voice Alert
11
Switching to the “Voice Alert” tab will show options which allow you to adjust when and how voice notifications are given.
Advanced SettingsMessages
12
This tab allows you to choose which messages will appear in the message
window and how they will appear. Click on the button to return to
the Preferences Window.
Changing Your Password (Also Available in mobile app – iOS & Android)
13
To change your password, switch to the “Change Password’ tab. Enter your current and new passwords in the relevant boxes. Re-enter the your new password in
“Confirm Password” box and click the button. You can access this tab directly by clicking on the icon on the command bar.
Changing Your PIN (Also Available in mobile app – iOS & Android)
14
To change your PIN, switch to “Change PIN” tab. Enter your current password, old PIN and new PIN. Re-enter your new PIN in the “Confirm PIN” text box and click on the button.
Set Preferred Account
15
To set your preferred account, select the relevant Account Name and Code
and click .
FontsMy Watches
16
The appearance of the Graphical User Interface can be altered using the options in this
tab. Clicking the buttons will give a range of options for changing the font and
highlighting of the data feed. On the left hand-side, the vertically arranged tabs show
what is being customized. Once you have selected the desired options, click “Apply” to put them into effect. If you want to revert to the default settings, click “Apply Default”.
FontsOthers
17
Switching to the “Others” tab displays options that allow you to customize the appearance of everything other than your watches. They work the same way as in
the previous one. However, you cannot change how the text is highlighted.
The Watch Window
18
The Watches Window allows you to monitor the prices and trading volumes of various
scrips. By default, “conventional’ scrips are categorized into three “profiles” which have 50 stocks each. Often, the basis for these classifications is the relative priority
assigned by the trader/broker to each scrip. Each Profile can be selected by clicking on
its tab.
1st Profile
In the screenshot, the “1st Profile” tab has been selected so the data for the 50 stocks in this group is shown in the window. Note that the text in the tab
turns yellow whenever it is selected.
2nd Profile
Switching to the “2nd Profile” tab will show the data for the stocks in this particular group.
19
3rd Profile
Of the 150 stocks in all three groups, those in this category are
usually designated to be of least priority by the user.
20
Sector Watch
21
The “Sector Watch” allows you to view scrips categorized by sector. Use thedrop-down menu to select a sector. For example, the
“Automobile Assembler” sector has been selected so scrips concerning companies within this particular sector are shown. Shows the number of
scrips within that sector.
Index Watch
22
The “Index Watch” allows you to monitor scrips that are part of popular indices such as the KSE 100. Use the drop-down field to select an
index. Note that KSE 100 index has been selected so “100 INDEX” appears in the field.
Exposure Watch (Also Available in mobile app – iOS & Android)
27
The “Exposure Watch” can be accessed by clicking on the button on the main menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or press “F2”.
The Message Window (Also Available in mobile app – iOS & Android)
The message window displays important news and announcements relating to the
stock market.
Activity Tab
For example, the “Activity” tab notifies the user if lower limits or upper caps on stock prices have been lifted.
28
Orders
29
Lists the orders waiting to be executed. New orders are added to the list. Can be
displayed by switching to the “Orders” tab on the “Messages Window”.
The announcements tab displays news that may affect the management and overall
operation of a company listed on the exchange.
Announcements
30
AHL
32
Displays news concerning Arif Habib Limited. Can be displayed by clicking on
the button on the main menu bar or the icon on the command bar.
Board Meetings
33
Displays the details of the board meetings of listed companies which have been
announced. Can be displayed by clicking on the “Board Meetings’ tab.
Alerts
34
Displays important developments concerning particular scrips. You can select
these scrips and various other options using drop-down boxes at the top.
Margin Calls
35
The “Margin Calls” window lists all the current margin calls on investors’ accounts. A margin call is a broker's demand on an investor using margin to
deposit additional money or securities so that the margin account is brought up
to the minimum maintenance margin.
RSS
36
RSS is a type of web feed which allows users to access updates to online content in a
standardized, computer-readable format. In Trade Cast, the “RSS” tab can be used to add news feeds from various sources. Use the search box
to find a particular source and click on the button to add it to the notification
feed or click the link to access the “RSS library’
37
Clicking on the link leads you to this window. After selecting an RSS
feed, click on the button to add it.
RSS Library
Order ExecutionBuy Order (Also Available in mobile app – iOS & Android)
Scrips can be bought by selecting them on the watch window opening the “Buy” window. It can be accessed by clicking on the button on the main menu bar
and selecting from the drop-down menu. Alternatively, you can click
on the icon on the command bar or press “F5” 38
Sell Order (Also Available in mobile app – iOS & Android)
39
Similarly, scrips can be sold by accessing the “Sell” window. This can be displayed by clicking on the button on the main menu bar and
selecting from the drop-down list. Alternatively, you can click
on the icon or press “F4”.
Leverage Buy
40
Allows you to “Leverage” your purchases by borrowing funds against them, amplifying the effect of your deals. Can be accessed clicking on the button
on the main menu bar and selecting or by pressing “F7”.
Short Sell
41
Allows you to sell borrowed securities. Can be displayed by selecting
from the drop-down menu on the main menu bar clicking on the icon.
Alternatively, you can press the “F8” key.
Change Order
42
Allows you to change an existing order. It can be accessed by clicking on the button on
the main menu bar and selecting from the drop-down menu. Alternatively, you
can click on the icon on the command bar or press “F10”.
Bunch Order
43
Allows you to buy or sell several scrips at the same time. Can be accessed by
clicking on the button on the main menu bar and selecting
from the drop-down list. Alternatively, you can click on the on the command
bar or press “F6”.
Cancel Orders
44
Allows you to cancel an existing order. Can be accessed by clicking on the button
on the main menu bar and selecting drop-down menu on the main menu
bar. Alternatively, you can click on the icon on the command bar or press “F11”.
Monitoring/Analytical ToolsTop 30 Movers (Also Available in mobile app – iOS & Android)
By Volume
45
This window lists the 30 stocks that have undergone the largest movements in
price according to volume. It can be displayed by clicking on the button
on the main bar and selecting from the drop-down list.
Alternatively, you can click on the icon or use the “Ctrl+T” key combination.
Top 30 Movers Price Increase (Also Available in mobile app – iOS & Android)
Lists the 30 stocks which have undergone the largest nominal increases in
price. 46
Top 30 Movers% Price Increase (Also Available in mobile app – iOS & Android)
47Lists the 30 stocks whose prices have undergone the largest percentage
increases in price.
Top 30 MoversPrice Decrease (Also Available in mobile app – iOS & Android)
48Lists the 30 stocks whose prices have undergone the largest nominal decreases
in price.
Top 30 Movers%Price Decrease (Also Available in mobile app – iOS & Android)
49Lists the 30 stocks whose prices have undergone the largest percentage
decreases in price.
Sector Performance
This table summarizes the sector-wise performance of the PSX. It can be opened
by clicking on the option on the main menu bar and selecting the
option. Alternatively, you can click on the icon on the command bar or use
“Ctrl+S” key combination. 50
Market Depth by Order (Also Available in mobile app – iOS & Android)
51
This option can be activated by clicking on the button on the main
menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon or use the “Ctrl +F3” combination. A window on the right appears listing various quantities of a securities
available for purchase in the market and the prices for which they can be
bought. Use to select a market and to enter the scrip you want
to view. Scrips can also be selected from the watch window.
Market Depth by Price (Also Available in mobile app – iOS & Android)
52
The “Market Depth by Price” window can be displayed by clicking on the button on the main menu bar and selecting from the drop-
down menu or by clicking on the icon on the command bar. Alternatively, you
can use “Ctrl+F2” key combination.
Detailed Quote
53
The “Detailed Quote” window displays all the specific details of a particular. To get a detailed quote of a scrip, simply select a scrip in the one of the watch windows
and click on the button on the main menu bar and select
from the drop-down list. Alternatively, you can click the icon on the command
bar or use the “Ctrl+F4” key combination
Scrip BrowseScrip Search (Also Available in mobile app – iOS & Android)
54
You can use this window to browse for scrips. It can be displayed by clicking on the
button on the main menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or press “F3”. Enter a string of letters and/or numbers in the search box to find matching
scrips, markets or companies. You can make the latter selection by choosing either one of
the three following options:
Scrip Browse Approved Scrip
55
Enables you to browse for scrips whose status is “approved”. Enter a string of letters and/or numbers in the search field to find matching
results.
Indices Summary (Also Available in mobile app – iOS & Android)
56
Displays a summary of commonly used indices. It can be displayed by clicking
on the button on the main menu bar and selecting
from the drop-down list or by using the “Ctrl+E” key combination.
Upper Caps
An upper cap is an artificial limit on the upward movement of a security to
prevent extreme swings in stock prices. There is an option to display them in
Trade Cast. It can be displayed by clicking on the button and selecting
from the drop-down list. When this is done, a horizontal ticker appears below
“KSE indices”. Any stocks which have had upper limits imposed them on them are eventually shown there.
57
Lower Locks
A “Lower Lock” is essentially the opposite of an “Upper Limit”. Unlike the latter, it prevents the downward movement of a security’s price after a certain threshold. It can be accessed by clicking on the button on the main
toolbar and selecting from the drop down list.
Custom Tickers
58
Allows you to create your own personalized ticker. It can be accessed by
clicking on the button on the main menu bar and selecting
from the drop-down menu.
Graphs
59
Graphs are just one of the many analytical tools available to you. In addition to simple
charts that track the price and volume of scrips, there are those that plot Moving
Averages and Relative Strength Indicators (RSIs). Graphs can be displayed by clicking on
this icon on the command bar:
There are two broad categories of charts in TradeCast:
Index Graphs which plot the trends of popular indices such as the KSE 100 and the KMI 30
Scrip Graphs which plot the trends of specific scrips i.e individual stocks.
Once the button is clicked a drop-down menu appears with the following options:
Select the relevant option to display your desired graph.
Index Graphs
60Selecting the “Index Graph” option will display the following window. The “KSE 100” Index is selected by default.
Scrip Graphs
61Similarly, selecting the “Scrip Graph” option will display the above chart. Use the drop-down box to select a market and the drop-down
box to select a scrip.
Reporting Tools
62
Trade Cast comes equipped with several reporting tools. With the click of a button,
you can generate many kinds of reports for your own use.
Daily Trade Report
The “Daily Trade Report” displays the trades that have been carried during the day up to the current time. It can be generated by clicking on the button
on the main menu bar and selecting from the drop-down
menu. Alternatively, you can click on the icon on the command bar or use
the “Ctrl+F8” shortcut.
63
Outstanding Log (Also Available in mobile app – iOS & Android)
The “Outstanding Log” displays the trades that are waiting to be executed. It can be accessed by clicking on the button on the main menu bar and
selecting from the drop-down list. Alternatively, you can
click on the icon on the command bar or use the “Ctrl+F5” key combination.
Trade Log (Also Available in mobile app – iOS & Android)
64
The “Trade Log” window displays a record of all the trades during the day that have occurred through an account. It can be accessed by clicking on the button on
the main menu bar and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or use the
“Ctrl+F5” key combination.
Activity Log
65
The “Activity Log” displays a record of all the activity that has occurred in an account during the day. It can be accessed by clicking on the button on the main menu
bar and selecting from the drop-down list. Alternatively,
you can click on the icon on the command bar or use the “Ctrl+F5” key combination.
Periodic Trade Detail
66
The “Periodic Trade Detail” window displays a detailed record of all the
trades that have occurred over a specific period of time. It can be accessed by
clicking on the button and selecting from the drop-
down list. Use the drop-down list to select an account
and the boxes to select a date interval.
Use the drop-down box to select a scrip and then click on
to display a record.
Periodic Trade Summary
67
The “Periodic Trade Summary” window displays a brief record of all the trades that have occurred over a specific period of time. It can be accessed by clicking on
the button and selecting from the drop-down list.
Use the drop-down box to select an account and the
boxes to select a date interval. Use the drop-down box to select a
scrip and then click on to display a summary.
Cash Withdrawal Statement
68
Enables you to generate a Cash Withdrawal Statement. It can be accessed by
clicking on the button on the main menu bar and selecting
from the drop-down list. Alternatively, you can click on the icon on the
command bar or use the “Alt+W” key combination. Enter an account number, name and PIN and click on the button to display a statement.
Account Statement
69
Allows you to generate a detailed statement for an account. To access it, click
on the button on the main menu bar and select
from the drop-down list. Alternatively, you can click on the icon on the
command bar or use “Alt+A” key combination. Use the drop-
down box to select an account and the drop-down
boxes to select a date interval. Click on to generate a statement
All Scrip Market Data Export
70
Allows you to export the data of scrips from a particular market. Click on
the button and select from the drop-down
list to access it. Use the drop-down box to select a market and click on
the button to export the data to a file.
Miscellaneous Features
Cash Withdrawal Request
71
Enables you to make a formal cash withdrawal request. It can be accessed by clicking
on the button and selecting from the drop-down list.
Alternatively, you can click on the icon on the command bar or use the “Alt+R” key combination Enter the relevant account number and PIN and an appropriate
amount. Select the manner in which is to be received and click on “Submit” to send the request.
Trade Cast Browser
72
Trade Cast has an in-built browser which can be accessed by clicking on
the button on the main menu bar and selecting
from drop-down list.
Shortcuts
A number of commonly used of commands have been mapped to hotkeys, allowing the
user to execute transactions at greater speed. With a few keyboard presses, securities
can be bought and sold, charts can be displayed and statements can be accessed. These
are just a few of the commands that can be executed using shortcuts. For a full list of
hotkeys, click on the button on the main tool bar and select from
the drop-down list. Alternatively, you can click on the icon on the command bar or
press “F1”. 73
AHL Analytics
74
Allows you to access the AHL market analysis portal,
which provides a comprehensive analytical platform to view charts and
information.
About
83
The About window contains important details regarding our software. It
can be displayed by clicking on the button on the main menu bar
and selecting from the drop-down menu. Alternatively,
you can click on the icon on the command bar you can use the hotkey
combination