PL Mobile App User Manual

MOBILE
APP
MOBILE APP
USER MANUAL
MOBILE
APP
CONTENTS
1. LOGIN & PASSWORD. . . . . . . . . . . . . . . . . . . . . 04 6.5. MY RECOS . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2. MARKETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 05 6.6. PL RECOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.1. OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . 05 6.7. SCAN ALERTS . . . . . . . . . . . . . . . . . . . . . . . . 21
2.2. INDICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 06 6.8. PRICE ALERTS . . . . . . . . . . . . . . . . . . . . . . . . 21
2.3. COMMODITIES & CURRENCIES . . . . . . . 07 7. ANALYTICS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2.4. TOP MOVERS – STOCKS . . . . . . . . . . . . . . 08 7.1. BULLISH/BEARISH SCANNERS . . . . . . . . 23
2.5. PRICE GAINERS . . . . . . . . . . . . . . . . . . . . . . . 08 7.3. NEUTRAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.6. PRICE LOSER . . . . . . . . . . . . . . . . . . . . . . . . . 09 7.4 IV SCANNERS . . . . . . . . . . . . . . . . . . . . . . . . 25
2.7. VOLUME GAINERS . . . . . . . . . . . . . . . . . . . . 10 8. SCANNERS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2.8. BULK BLOCK . . . . . . . . . . . . . . . . . . . . . . . . . 11 8.1. RISING & FALLING . . . . . . . . . . . . . . . . . . . . 27
2.9. CORPORATE ACTIONS . . . . . . . . . . . . . . . . 12 8.2. STRONG & WEAK . . . . . . . . . . . . . . . . . . . . . 28
3. NEWS & EVENTS. . . . . . . . . . . . . . . . . . . . . . . . . . 13 8.3. HIGH LOW BREAKERS . . . . . . . . . . . . . . . . 29
4. LIVE CHARTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 8.4. RESISTANCE AND SUPPORT . . . . . . . . . . . 30
5. RISK PROFILER. . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 8.5. VOLUME SHOCKER . . . . . . . . . . . . . . . . . . . 31
6. DASHBOARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 8.6. CIRCUIT BREAKER . . . . . . . . . . . . . . . . . . . . 32
6.1. HOLDING VALUE . . . . . . . . . . . . . . . . . . . . . 16 8.7. OPEN = HIGH/LOW . . . . . . . . . . . . . . . . . . . 33
6.2. MY POSITION . . . . . . . . . . . . . . . . . . . . . . . . 17 8.8. SPREAD CHANGES . . . . . . . . . . . . . . . . . . . 34
6.3. MY ORDERS . . . . . . . . . . . . . . . . . . . . . . . . . . 18 9. SEARCHES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

6.4. MY LIMITS . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 10. WATCHLIST SCREEN . . . . . . . . . . . . . . . . . . . . . 36
USER MANUAL
MOBILE
APP
10.1 MANAGE WATCH LIST . . . . . . . . . . . . . . . . 37 18.4. RATE US . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
11. TRADE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 18.5. PROFILE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
11.1 ORDER BOOK . . . . . . . . . . . . . . . . . . . . . . . . 39 19. LOGOUT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
11.2. TRADE BOOK . . . . . . . . . . . . . . . . . . . . . . . . 39
12 NET POSITION . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
13 HOLDING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
14 LIMITS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
15 FUND TRANSFER . . . . . . . . . . . . . . . . . . . . . . . . . 43
15.1. PAY IN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
15.2 PAY OUT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
15.3 STATUS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
16. RESEARCH IDEA . . . . . . . . . . . . . . . . . . . . . . . . . . 45
17. MY REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
17.1. TRANSACTION HISTORY . . . . . . . . . . . . . . 47
17.2. LEDGER REPORT . . . . . . . . . . . . . . . . . . . . . 48
17.3. CONTRACT NOTES . . . . . . . . . . . . . . . . . . . 49
18. SETTING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
18.1. ABOUT US . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
18.2. CHANGE PASSWORD . . . . . . . . . . . . . . . . . 51
18.3. LINKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
USER MANUAL
MOBILE
APP
1. LOGIN & PASSWORD
ENTER YOUR USER ID

MOBILE APP
ENTER YOUR PASSWORD
CLICK LOGIN
- To change your password, you can click on “Change Password”.
- If you’ve forgotten your password, click on “Forgot Password”.
- If you are an existing offline PL customer, click on

“Convert to Mobile” to enable your account for Mobile Trading
- If you are not a PL customer yet, click on “Open New Account” to
quickly open an account online with our InstaKYC facility.
FIGURE: 1
USER MANUAL PAGE: 04

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APP
2. MARKETS
Market consist of Overview, Indices, Commodity & Currency, Top
Movers-Stocks, Top Volume, Corporate actions, Bulk Block deals,
Market Status.
2.1. OVERVIEW
Indices, Commodities & Currency, Top Movers: It provides all
relevant information pertaining to the exchange including the
price change and % change for the day.
FIGURE: 2.1

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2.2. INDICES
Market consist of Overview, Indices, Commodity & Currency,
Top Movers-Stocks, Top Volume, Corporate actions, Bulk Block
deals, Market Status.
FIGURE: 2.2

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2.3. COMMODITIES & CURRENCIES
It provides all relevant information pertaining to the main
commodities & currency published by exchange including price,
change, and % change for the day.
FIGURE: 2.3

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2.4. TOP MOVERS – STOCKS
Key market status of the stocks with the shares traded for the
day sorted by Top Volume, Price Gainers or Losers.
2.5. PRICE GAINERS

It includes those stocks that have increased their price during
the day.
FIGURE: 2.4

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2.6. PRICE LOSER
This shows the stocks whose price has reduced
during the day.
FIGURE: 2.6

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2.7. VOLUME GAINERS
Volume gainers list the most active stocks, showing the
Top 50 Gainers of the day.
FIGURE: 2.7

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2.8. BULK BLOCK
Use Bulk and block deals to judge interest of big investors in
a stock. If several deals happen in a stock continuously over a
period of time, it can be viewed as a sign of confidence and stock
price may rise in the near future.
FIGURE: 2.8

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2.9. CORPORATE ACTIONS
A corporate action is any event that brings material change to
a company and affects its stakeholders, including shareholders,
both common and preferred, as well as bondholders. These events
are generally approved by the company’s board of directors;
shareholders may be permitted to vote on some events as well.
FIGURE: 2.9

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3. NEWS & EVENTS
Displays the latest Economic Market News.
FIGURE: 3

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4. LIVE CHARTS
Signals are Non Repainting means the Buy and Sell Signals are
decided based on the close of the candle. Time left feature is
added to track how many seconds left for the candle to close.
FIGURE: 4

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5. RISK PROFILER
The PL Risk Profiler draws different factors together by helping
you understand how you feel about risk. It provides guidelines
that determine how to allocate the funds you have for investing
among the major asset classes (i.e. Stocks, Mutual Funds,
Fixed Income and Cash).
FIGURE: 5

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6. DASHBOARD
My Dashboard shows you your current holdings and changes
thereof, your positions, orders, limits and scan alerts & price
alerts. My Recos gives you PL’s recommendations on your current
holdings and PL Recos section shows recommendations basis PL’s
award winning research.
6.1. HOLDING VALUE

Holdings of the user is displayed here till T-1 day (i.e. Previous
Day Trading). User can Square off the holdings, add more.
An Advance and Decline Holding with its total valuation is
displayed on this screen.
FIGURE: 6.1

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6.2. MY POSITION
My position means current day shares which are being traded
shows my position.
FIGURE: 6.2

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6.3. MY ORDERS
Intraday orders are shown here
FIGURE: 6.3

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6.4. MY LIMITS
My LIMITS shows your current limits in different segments.
You can not trade above these limits.
FIGURE: 6.4

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6.5. MY RECOS
My RECOS shows PL’s recommendations on your currently
held scrips
6.6. PL RECOS
PL RECOS shows recommendations basis PL’s award
winning research.
FIGURE: 6.5

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APP
6.7. SCAN ALERTS
Scan alerts help you get an alert whenever your chosen scrips
appear in a scan of your choosing. In other words, they alert you
to certain buy and sell signals based on technical criteria. Scan
Alerts can be set on single as well as on multiple scrips.
6.8. PRICE ALERTS

If you wish to be alerted when a scrip you choose reaches
a certain price then you can use this feature. Basis the alert you
may choose to buy or sell that scrip.
FIGURE: 6.7

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7. ANALYTICS
Access our powerful analytics tools for effective decision
making for Options trading via Bullish, Bearish, Neutral
& IV Scanners. No need to use calculators and excel files!
FIGURE: 7

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7.1. BULLISH/BEARISH SCANNERS
Scans all options to execute Covered Call /Put strategies, using
In the Money or Out The Money strategies and where premium
% returns are high. In other words, these are Covered Call /
Covered Put strategies which can help you make a good gain by
participating in relatively attractive trades. When you are neutral
/moderately bullish, you may use covered calls or covered puts
if there is a bearish tendency on the short term direction of the
underlying stock.This data can be sorted by Contracts Bid price
or return % by ascending and descending order. Clicking trade
generates an order for with both legs instantaneously!
FIGURE: 7.2

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7.3. NEUTRAL
Scan all Calls /Puts which have the least premium outflow in
comparison to the underlying price. It sorts the data based on
least minimum swing and investors who believe that the stock
will be very volatile (i.e. move a lot in price) but are uncertain
about the direction of the move. Long Straddle Option
Strategy is useful for investors who believe that the stock
will be very volatile (i.e. move a lot in price) but are uncertain
about the direction of the move and can participate by buying
to profit from any direction the stock takes.
FIGURE: 7.3

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APP
7.4 IV SCANNERS
View all stock options with highest Implied Volatility where you
expect a large move and decay in volatility. The best time to use
a strategy such as this is if you are confident of a big price move
in the underlying security, but are not sure in which direction.
FIGURE: 7.4

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8. SCANNERS
Use our powerful scanners to identify profit making ideas across
various types of opportunities including
FIGURE: 8

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8.1. RISING & FALLING
This shows stocks where volume is increasing / price is increasing
(or decreasing) in the previous 3 trading sessions. This shows
trends in accumulation and buying/selling intensity and therefore,
potential profitability in participating in the direction.
FIGURE: 8.1

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8.2. STRONG & WEAK
Scanner that displays the upside / downside strength of the stock
based on Open Interest change and the related price changes.
A buildup in OI alongwith price increase/decrease shows long
positions /short buildup while reduction in OI with price increase/
decrease shows short covering/long unwinding
FIGURE: 8.2

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8.3. HIGH LOW BREAKERS
Shows stocks breaching the low / high in a particular time period
like 1 day, 1 week, 2 weeks, 1 month or 52 week. This is ideal for
momentum based traders to trade with the trend

FIGURE: 8.3

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8.4. RESISTANCE AND SUPPORT
Shows nearest support and resistance level of the stocks based
on Pivot of previous day’s high / low / close with an easy to
filter stocks at particular level. Click pivot levels on screen and
see stocks fitting the criteria. Pivots are important intraday
levels, where R1/R2/R3 may be possible shorting points while
S2/S2/S3 may be accumulation / averaging points.
FIGURE: 8.4

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8.5. VOLUME SHOCKER
Shows stocks by 2 criteria
- Unusual Volume: List of stocks whose day’s volume exceeded

their average volume for a week / month.
- Potential volume: Stocks whose average volume is exceeding

average hourly volume for the past week.
FIGURE: 8.5

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8.6. CIRCUIT BREAKER
Shows stocks hitting the upper / lower circuits for the day.
FIGURE: 8.6

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8.7. OPEN = HIGH/LOW
This scanner gives all stocks whose Open price is equal to
High or low for intraday traders who track this typically for
the first 45 minutes before going long (Open = Low) or short
(Open= High).
FIGURE: 8.7

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8.8. SPREAD CHANGES
Shows stocks having highest change in spread between cash
and near month futures contract. This indicates very safe
arbitrage positions that can be built up by you if you have
underlying cash holdings against which to sell futures.
FIGURE: 8.8

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APP
9. SEARCHES
Search option is available on all screens for easy and fast access.
User is also able to trade from “Search” symbol on the
bottom menu.
FIGURE: 9

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APP
10. WATCHLIST SCREEN
It shows the market movements of the symbol. It displays the
stocks in the list with some predefined information like Last price,
change, change%, Bid and Ask, High and Low, Open and close
Watch list screen consists of Manage watch list, Add and List or
Grid view.
FIGURE: 10

MOBILE
APP
10.1 MANAGE WATCH LIST
Manage Watch list gives you the option to create or delete
Watch lists to add the Symbols that the user can easily view the
details on the Watch list Screen.
ADD: Apply the desired filter/search and check all symbols required to
be added and click OK. Selected symbol will get added to the
watch list.
Click on the symbol: A single click on the symbol gives the user the
options to Trade, Quotes, Charts, Add and Delete
the Symbol
FIGURE: 10.1

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11. TRADE
Buying and selling transactions can be done through the trade
window. Order type provided is Limit, Market, Stop loss and
Stop loss Market. Products provided are NRML, MIS and CNC.
For the ease of use- Depth, R&S and High Low values for the
stocks are provided.
FIGURE: 11

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11.1 ORDER BOOK
You can see all your orders here. Orders can be modified or
cancelled and Order details can be seen.
11.2. TRADE BOOK

All completed orders are displayed in the Trade Book.
FIGURE: 11.2

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12 NET POSITION
All the positions i.e. carry forward position and day position of
the client. User can Square off the positions and also add more
to the outstanding positions. Positions can be converted in any
order product. MTM and Realized Profits for the positions.
FIGURE: 12

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APP
13 HOLDING
Holdings of the user is displayed here till- T-1 day (i.e. Previous
Day Trading). User can Square off the holdings, add more.
An Advance and Decline Holding with its total valuation is
displayed on this screen.
FIGURE: 13

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APP
14 LIMITS
It shows the details of Total Balance, Utilized amount and
Available Balance. There is a filter option for the user to check
his available balance for different segments.
FIGURE: 14

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15 FUND TRANSFER
Immediate Payment Service is an interbank electronic instant
mobile money transfer service. IMPS from Bank helps you access
your Bank Account and transfer funds instantly. The beneficiary
account is credited immediately when a Fund Transfer request is
made through Funds Transfer using IMPS (24*7) option.
15.1. PAY IN
You can use this payment gateway service to transfer service to
transfer funds instantly from your bank account to transfer funds
instantly from your bank account to your trading account with us.
FIGURE: 15.1

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APP
15.2 PAY OUT
If user wants to make any payment to any one or he/she wants
to transfer any amount from his a/c to any other a/c, this can be
done through pay out.
15.3 STATUS
It shows the final result as per the fields filed by the user.
FIGURE: 15.2

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APP
16. RESEARCH IDEA
Technical & Fundamental Research reports are displayed here.
User can find Daily, Weekly, and Special Research reports as well.
FIGURE: 16

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APP
17. MY REPORTS
My reports consist of Ledger report, Transaction History,
Contract Notes.
FIGURE: 17

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17.1. TRANSACTION HISTORY
This screen shows all your transactions which can be filtered by
date for easy viewing.
FIGURE: 18

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APP
17.2. LEDGER REPORT
Ledger report displays a summary of your Cash and Margin
Trading accounts. Here, you can view your ledger balances,
margin details (Available and Utilized), current market value of
your holdings in stocks of different categories and maximum
amount that you can withdraw from your Trading account.
FIGURE: 18.1

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APP
17.3. CONTRACT NOTES
A Contract Note is a record of the Trades executed on your behalf
through exchanges in India.
FIGURE: 18.2

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18. SETTING
All your user details are shown here along with ability to
change your password.
FIGURE: 19

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APP
18.1. ABOUT US
It displays the information related to the app and shows its
version number.
18.2. CHANGE PASSWORD

You can change your password here, as the old password get
expired in 14 days
FIGURE: 19.2

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18.3. LINKS
Link provides SEBI Registration, NSE, MCX, BSE, and SEBI.
Click on these link we can directly go to main site of the
above links.
FIGURE: 19.3

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APP
18.4. RATE US
Through this user can rate the application.
18.5. PROFILE
All details about client are shown here.
FIGURE: 19.5

MOBILE
APP
19. LOGOUT
You can log out of the PowerTrader app by clicking the
Logout option.
FIGURE: 20

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MOBILE

2. MARKETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 05 6.6. PL RECOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.1. OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . 05 6.7. SCAN ALERTS . . . . . . . . . . . . . . . . . . . . . . . . 21

2.2. INDICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 06 6.8. PRICE ALERTS . . . . . . . . . . . . . . . . . . . . . . . . 21

2.3. COMMODITIES & CURRENCIES . . . . . . . 07 7. ANALYTICS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2.5. PRICE GAINERS . . . . . . . . . . . . . . . . . . . . . . . 08 7.3. NEUTRAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.6. PRICE LOSER . . . . . . . . . . . . . . . . . . . . . . . . . 09 7.4 IV SCANNERS . . . . . . . . . . . . . . . . . . . . . . . . 25

2.7. VOLUME GAINERS . . . . . . . . . . . . . . . . . . . . 10 8. SCANNERS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2.9. CORPORATE ACTIONS . . . . . . . . . . . . . . . . 12 8.2. STRONG & WEAK . . . . . . . . . . . . . . . . . . . . . 28

3. NEWS & EVENTS. . . . . . . . . . . . . . . . . . . . . . . . . . 13 8.3. HIGH LOW BREAKERS . . . . . . . . . . . . . . . . 29

4. LIVE CHARTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 8.4. RESISTANCE AND SUPPORT . . . . . . . . . . . 30

5. RISK PROFILER. . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 8.5. VOLUME SHOCKER . . . . . . . . . . . . . . . . . . . 31

6. DASHBOARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 8.6. CIRCUIT BREAKER . . . . . . . . . . . . . . . . . . . . 32

6.1. HOLDING VALUE . . . . . . . . . . . . . . . . . . . . . 16 8.7. OPEN = HIGH/LOW . . . . . . . . . . . . . . . . . . . 33

6.2. MY POSITION . . . . . . . . . . . . . . . . . . . . . . . . 17 8.8. SPREAD CHANGES . . . . . . . . . . . . . . . . . . . 34

6.3. MY ORDERS . . . . . . . . . . . . . . . . . . . . . . . . . . 18 9. SEARCHES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

ENTER YOUR USER ID

- To change your password, you can click on “Change Password”.

- If you’ve forgotten your password, click on “Forgot Password”.

- If you are an existing offline PL customer, click on

USER MANUAL PAGE: 04

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2.5. PRICE GAINERS

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6.1. HOLDING VALUE

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6.8. PRICE ALERTS

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Shows stocks by 2 criteria

- Unusual Volume: List of stocks whose day’s volume exceeded

- Potential volume: Stocks whose average volume is exceeding

USER MANUAL PAGE: 31

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USER MANUAL PAGE: 34

USER MANUAL PAGE: 35

6.1. HOLDING VALUE . . . . . . . . . . . . . . . . . . . . . 16 8.7. OPEN = HIGH/LOW . . . . . . . . . . . . . . . . . . . 33

6.2. MY POSITION . . . . . . . . . . . . . . . . . . . . . . . . 17 8.8. SPREAD CHANGES . . . . . . . . . . . . . . . . . . . 34

- If you are an existing offline PL customer, click on

- Unusual Volume: List of stocks whose day’s volume exceeded

- Potential volume: Stocks whose average volume is exceeding