Trade Cast v3.4.0

User Manual

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.

Online Account Opening

4

Online Account Opening

5

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

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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.

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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.

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Sector Watch

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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

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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.

Futures Watch

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The “Futures Watch” displays scrips related to the Futures Contract market.

Cap Watch

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The “Cap Watch” displays scrips which have breached their upper limits or

lower locks.

Shariah Watch

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The “Shariah Watch” displays Shariah-Compliant scrips.

Portfolio Watch

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Displays scrips of a particular portfolio.

Exposure Watch (Also Available in mobile app – iOS & Android)

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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.

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Orders

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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

News

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Recent news is listed on this tab. Can be displayed by clicking on the “News” tab.

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.

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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

Future Developments

84

• CGT reports available on online terminal

• Trading through SMS

• 24 Customer support center

• Online Banking solution for all banks

• Simplified Online account opening form