USER MANUAL

FOR
SELFIE 3.7.0
 Table of Contents
1. INTRODUCTION....................................................................................................................................................... 3
2. KEY FEATURES........................................................................................................................................................ 3
3. SECURE LOGIN ........................................................................................................................................................ 3
4. WORKSPACES AND WIDGETS ............................................................................................................................ 14
5. WIDGETS ................................................................................................................................................................... 17
6. LEFT MENU .............................................................................................................................................................. 24
7. ORDER WINDOWS .................................................................................................................................................. 37
8. OTHER FEATURES .................................................................................................................................................. 39
GLOSSARY .................................................................................................................................................................... 42
1. INTRODUCTION

SELFIE enables the brokers worldwide to automate order routing and management. SELFIE is a
complete online trading solution for stock brokers, which incorporates a full-fledged order
Management system with a built in multi-level risk management module, and a powerful real
time streaming market data system. SELFIE can be configured to operate on multiple venues
dealing multiple assets, simultaneously, which in turn make brokers day-today operations
hassle free.
SELFIE provides various interfaces through which orders of multiple instrument types can be
captured electronically. SELFIE allows you to define the execution destinations and
automatically route orders to them based on routing rule. The system automates trade
workflows from the moment on which the orders are generated and until executions are
received and trades are generated.

The SELFIE Integrated system can be used to trade on National Stock Exchange (NSE),
Bombay Stock Exchange (BSE), NMCE, NCDEX, MCX and Derivatives Exchange for the
equities, derivatives, commodities segment.

2. KEY FEATURES

SELFIE automates order capture, order validation, and order/execution processing, such that a
trade goes through its entire life cycle without manual handling or redundant processing. The
key features of SELFIEinclude the following:

 Order Routing And Execution

 Multiple Exchanges
 Multiple Protocols
 Multiple Segments
 Conditional Alerts and Market Watches
 High Security
 Multiple Channel Access
 Scalability And Performance
 Risk Management
 Facility to place One Touch Order
 Direct Market Access facility
 Equity SIP
 Dynamic Market Watch
 Spread Orders
 Illiquid Contract identification.
 Bank Gateway Integration.
 Mails Facility in RMS for margin violation clients.
 Auto approving RM/SH Credit requests.
 MFSS
 Credit request approval for RM Assistants.

3. SECURE LOGIN

The login page is your default landing page. It is through this gateway that you can log
in to your SELFIE application.
 Figure 1: Login page

Login is classified into two categories.

o SELFIE Login
o Primary Login
o Secured Secondary Login
o Email Login

3.1 LOGIN WITH SELFIE ID

A SELFIE user may enter his/her user code, confidential password and then click the Sign In
button to login. If any user has set his/her secondary login to active status, the user will be
navigated to the secondary login screen. Here, the user will have to enter his secondary
password in order to authenticate him.

Figure 2(a): Login with SELFIE Id Figure 2(b): Login with Secondary authentication
 On the secondary login screen, a user may select his secondary login preference, enter
the secondary password and click on Log In button. After the successful authentication, the
user will be redirected to the SELFIE home page. In order to return to previous screen, click
the (X) button, next to the Log In.

Figure 3: Home Page on successful login

3.2 LOGIN WITHEMAIL ID

An email user may select the email radio selection on the top. Enter the registered
email and password and click the Sign In button. The user will be redirected to the SELFIE
Dashboard home page. If you do not have a SELFIE Email account, you can click on the Free
Signup with Email link and register yourself.
If you are a registered email user and if you have forgotten your old password for your
account, you may click the ‘Forgot password’ link and get a new password mailed to your
email.

Figure 4(a): Login with Email Figure 4(b): Forgot Password for Email
 An email user may select the email radio selection on the top, enter the registered
email and password and click the ‘Sign In’ button. The user will be redirected to the SELFIE
Dashboard home page.

3.3 LINKS ON LOGIN SCREEN

The login page has many links, for easy navigation. Some important links are:

Figure 5: Links on the top

 Free Sign Up with Email
o A ‘New to SELFIE’ user can create an account and get to know the online trading
experience.
 Open A TRADE Account
o If you like us, you can leave your contact details and our representative will
contact you.
 Forgot Password, PIN and TIN
o If you have forgotten your credential, follow the instructions here to restore
your account.
 Features
o SELFIE provides a variety of new features and services for the user to
experience.
 About SELFIE
o SELFIE is an all new, enhanced and trendy online investment platform. Click
here to know more.
 Demo
 Contact Us
 And many more for you to explore.

3.4 FREE SIGNUP WITH E-MAIL

On clicking the link ‘Free signup with E-mail’ the user will be navigated to registration form
section embedded in login page.
 Figure 6: Signup with Email

A new to SELFIE user can create a free account using the free registration form
available on the website. The user may click the ‘Free signup with E-mail’ link and fill in the
form. Upon registering the user will receive an email confirmation message. The user needs to
click the link provided in the email in order to complete the registration. Once after completing
the registration the user may login using the new email and password.

3.5 OPEN A TRADING ACCOUNT

On clicking link ‘Open a Trading account’ the user will get redirected to registration page
embedded on Geojit’s official website.
Here, the user may leave his contact details and an executive from Geojit Financial
Services Ltd will get in touch with the user very soon.

Figure 7: Trading Account opening

3.6 FORGOT PASSWORD

A SELFIE user can click on the ‘Forgot Password’ link on the login screen to reset his
password.

Figure 8(a): Forgot Password (SELFIE) Figure 8(b): Forgot Password (Email)

However, an email user may change the radio selection to Email on the top and then click
on the ‘Forgot Password’ link to reset the password. The user may enter the registered email
and provide the security answer and click Submit button. The user will receive a new auto-
generated password, mailed to the registered email.

3.7 FORGOT PIN

A SELFIE user can click on the ‘Forgot PIN’ link on the login screen to reset his PIN.

Figure 9: Forgot PIN

3.8 FORGOT TIN

A SELFIE user can click on the ‘Forgot TIN’ link on the login screen to reset his TIN.

Figure 10: Forgot TIN

3.9 FEATURES

The new SELFIE online investment platform assures you to provide a wide variety of
features, products and services. Prettier yet not compromising the swiftness and security,
ease of use and navigation, multi device - multi platform support, enhanced buying power and
intra-day trading, alerts and recommendations from experts are only a few to name.
SELFIE (SELFIE) also guarantees best trading experience and customer support.

3.10 ABOUT SELFIE

Figure 11: About SELFIE

Also on clicking ‘About SELFIE’ will lead to section in login page describing some idea about
SELFIE X platform

3.11 DEMO

Also on clicking ‘Demo’ link will lead to section in login page which include a video showing
demo of the SELFIE XL platform

Figure 12: Demo

3.12 CONTACT US

SELFIE assistance is only a click away. Write to us about your queries and our experts
will be glad to assist you. You may make use of the ‘Reach Us’ form, by clicking the Reach
Us link on the top of the login screen. Alternatively, you may also walk up to one of our
offices or branches.
We are also interested in your feedback and experiences about SELFIE. Your feedback
are important and they help us in improving and providing you better services.

Figure 13: Contact us

3.13 ESSENTIAL INFORMATION

This will show essential information known by the user in login area

Figure 14: Essential Information

3.14 MESSAGE BOARD

This will show message board known by the user in login area

Figure 15: Message Board

3.15 INSTANT SUPPORT

This will show contact information in urgent

 Figure 16: Instant Support

3.16 FAQ

This will show frequently asked questions by the SELFIE platform users

Figure 17: FAQ

3.17 PASSWORD POLICY

This will show password policy followed users

 Figure 18: Password Policy

3.18 DOS AND DON’TS

This will show DOS AND DON’TS during trading

Figure 19: Dos and Don’ts

3.19 SECURITY INFORMATION

This will show information for preventing malfunction by unauthorized person

Figure 20: Security Information

4. WORKSPACES AND WIDGETS

This describes how a user can create new work spaces, delete workspaces, add new widgets,
remove and resize widgets.

4.1 HEAD AREA

Head area is pictured as below. It mainly contains button for opening left pane, logout, buy or
sell, today’s orders, fund transfer and alerts. And it also contains indices and time.
The stock exchange index is a relative measure of the performance of all or a number of
stocks that are traded on a stock exchange. The index value is shown by the change in Font
color. When the index value increases the Font color of the index changes to GREEN and when
the index value decreases, changes to RED.

Figure 21: Head Area

4.2 WORKSPACE AREA

The user can create up to 5 workspaces. A workspace is a collection of widgets. A user is

allowed to add a maximum of 6 widgets per workspace.
The workspaces can be added/deleted/renamed
The widgets in the workspaces can be repositioned, resized
Also the list of fields in some widgets are configurable. The user can select the list of columns
to be displayed in that respective widget. Typical functions like reordering the columns is also
possible.

As shown in the picture below, Workspace area contains maximum of 6 place holders. Place
holder helps to create widget by clicking on plus button and selecting widget type.

Figure 22: Workspace Area

4.3 FOOTER AREA

Footer Bar displays license information of this site.

Figure 23: Footer Area

4.4 CREATE WORKSPACE

User can add new workspaces using plus symbol following workspace tab(s). The option offers
personalization of your trading experience by enabling you to add watches and charts, all
populated by real time streaming market data to a workspace. There are also predefined
workspaces like a professional workspace, which shows a market watch, chart, Indices and
exchange announcements in multiple windows. Multiple workspaces populated by multiple
windows can be created. Workspaces can be saved and they facilitate familiarity for easy
access to data for a quicker response time to market.

Creation of Index workspace

Figure 24: New Workspace

4.5 SAVE WORKSPACE

When clicking on save workspace,all the widgets and workspace structure will
saved and user can use same workspace structure in next login.
4.6 DELETE WORKSPACE
User have an option to delete workspace by clicking ‘X’ mark on specified tab of
workspace

Figure 25: Delete Workspace

 For deletion of a particular workspace select the "delete workspace" icon
 By selecting the delete icon a message box will get displayed as follows.

Figure 26: Delete Confirmation

5. WIDGETS

5.1 ADDING WIDGET

For adding new widget to workspace please click on ‘+’ sign provided in workspace. This will
show menu containing type of widgets have to be added. Please click on desired type of
widget

Figure 27: Adding Widget

5.2 REMOVING WIDGET

For removing desired widget please click on icon .This will show menu, then select
‘Remove’.

Figure 28: Removing Widget

When clicking on remove this message will be shown.

When clicking on ‘Yes’ the widget will removed and workspace saved. If clicking on ‘No’
Widget remains in same place holder.

5.2 RESIZING WIDGET

For resizing desired widget please click on icon .This will show menu, then select ‘Resize’
and choose desired dimension.

There are 10 different types widgets Watch list, Index, Buying power, Asset Allocation, Option
chain, Top Rankings, 52Week High low, Portfolio, News and Recommendations and Research
videos.

5.3 WATCHLIST

For adding watch list widget please click on sign located in place holder and then select
watch list. This will open ‘Create watch list’ window on right pane and then choose desired
type watch list from the options like CM, FO, MF, Holdings and Indices and then click on
‘Create watch list’ button. This will add widget to place holder. Watch list widget contains links
such as ‘Heatmap’ and ‘Add symbol’. Clicking on ‘heatmap’ will show view of watchlist. ‘Add
symbol’ link option provides a way to add additional symbols to watchlist. This widget also
provides option to customize ‘watchlist’ grid by giving field chooser.

Figure 29: WatchList

Add Symbol
Add symbol option is given for adding symbols to watchlist.

Figure 30: Add Symbol

Heat map View

Heat map is a pictorial view of the watchlist.

Figure 31:Heat map view

Context menu in watch

Context menu with different features is available in watchlist. It provides option
for Buy, Sell, MBP, Cross MBP, Set Alert, News, FO Analytics of the corresponding scrip.
 Figure 32:Context Menu

5.4 INDEX WATCH

User could view the details of index by selecting widget from widget menu. User can select
exchange from the list given.

 User can select the exchange from the list.

 For adding index names, select the required Index name from list, then index details
will get displayed.
User can also view index in full view by clicking full view link provided in INDEX widget

Figure 33:Index widget and its fullview

5.5 BUYING POWER

User could view the buying power details selecting ‘BUYING POWER’ widget from widget
menu. ‘BUYING POWER’ widget also contains links for refreshing buying power list and
viewing in full window.
 Figure 34:Buying power

5.6 NOTIONAL EXPOSURE

Asset allocation widget shows distribution of assets through pie chart. User can add Asset
Allocation widget by selecting ‘NOTIONAL EXPOSURE’ from widget menu.

Figure 35: Asset allocation

5.7 FO CHAINS

User can add ‘OPTION CHAIN’ widget to place holder by selecting ‘OPTION CHAIN’ widget
From widget menu.
 Figure 36: FO Chain

5.8 TOP RANKINGS

Top Ranking provides user with details like trading day Gainers, Losers, Most Active, Most
Active (by traded value) and Most Active (by traded quantity).
Steps to be followed
 Select the option Top Ranking from the widget menu
 Select ‘EQUITY’ or ‘FO’
 Select desired exchange
 Select desired ‘STOCK’ options (In some case of FO)

Figure 37: Top Ranking

FIFTY TWO WEEK HIGH LOW

User can select the dynamic market watch from the widget menu. Currently 2 types of
views are available
 52 Weeks High.
 52 Weeks Low.
.
 Figure 38: Fifty two week high low

5.9 PORTFOLIO
User can view the portfolio details by selecting it from widget menu. A Portfolio window will
get displayed in which the particular clients Portfolio details will be listed. By checking desired
check boxes, user can view ‘CASH’, ‘INTRADAY’, ‘BTST’ and ‘MTF’.

Figure 39: Portfolio widget

5.10 NEWS AND RECOMMENDATIONS

User can add ‘NEWS AND RECOMMENDATIONS’ widget by selecting it from widget menu
 Figure 40: News and recommendetions

5.11 VIRTUAL PORTFOLIO

The Virtual Portfolio widget is another attractive feature provided to non-traders who can have
a virtual experience of buying and selling shares and adding to their Portfolio. They will be
presented with Mark-to-Market and hence a real experience of managing their P&L.

Figure 41:Virtual Portfolio

6. LEFT MENU

On clicking button provided left most in the head area section will open left pane menu
 Figure 42:Left Menu

6.1 ACCOUNTS
Clicking on ACCOUNTS left pane will open a sub menu which contains ACCOUNT SUMMARY,
TODAY’S ORDERS, TODAY’S TRADES and CHANGE PASSWORD options.

Figure 43:Accounts

ACCOUNT SUMMARY

Clicking on account summary will open new workspace which contains Cash position, Credit
and Debit, Asset allocation graph, Portfolio and Today’s trade details.
 Figure 44:Accounts Summery

TODAY’S ORDERS

Today’s order will show orders done today. It opens as right pane window

Figure 45: TODAY’S ORDERS

TODAY’S TRADES

Today’s trades will show trades for today. It opens as right pane window
 Figure 46:Todays Trades

CHANGE PASSWORD

It will open change password window in the right pane

6.2 MARKET INTELLIGENCE

Market Intelligence enables the user to analyze the market history

Figure 47:Market Intelligence

MARKET SNAPSHOT
It will open as new workspace showing top rankers, portfolio, chart, news and
recommendations related to NSE.
 Figure 48:Market Snapshot

CORPORATE ACTIVITY

Corporate option enables the user to get details about the Corporate Actions, Corporate
Announcements and Corporate Board Meeting details

Figure 49:Corporate activity

HISTORIC VIEW

Historic view integrate following sections

 FII Trading Details: details about FII trading
 FII Trade Graph: Detailed graphical representation of FII trading
 Advances Declines: include details about how many firms in market is up and how
many are down in market.
 Advances Declines Graph: Detailed graphical representation of Advances Declines
 Bulk Deals: This are transactions that involve the transfer of more than a fixed
percentage of the number of shares of a company listed in the stock exchange. The
window will show the Bulk Deal of last trade day (T-1 day).
1. By default it will show last trade day details.
2. Select desired exchange.Select scrip if required.
3. Select from and to date in the corresponding fields
 4. Click on view button to populate data in down grid.
 Block Deal: A trade with a minimum quantity (predefined number of shares) or
minimum value (predefined Rate) executed in a single transaction through a separate
window of stock exchange constitutes a block deal. This window will show the Bulk Deal
of last trade day (T-1 day).
1. By default it will show last trade day details.
2. Select desired exchange.Select scrip if required.
3. Select from and to date, click on view to populate data in down grid.
 Index: Index enables the user to view the exchange wise index details of last trade day (T-1 day
by default).
1. By default it will show last trade day details
2. Select desired exchange.
3. Select date, click on view to populate data in down grid

Figure 50: Historic View

HOLIDAY CALENDAR

List of holidays based on exchange will be displayed in Holiday calendar.

Figure 51: Holiday calender

EVENTS CALENDAR

Events calendar shows the events conducted by the exchanges on the year

Figure 52: Events calender

6.3 CHARTS
Chart provides graphical representation of the market watch, enabling user to trade

Figure 53: Charts

There are additional facilities to trade from Charts, view Portfolio, save Watchlists, graphical
comparison of symbols and lot more market study facility.

Figure 53(a): Charts

6.4 NEWS
This section provides news about various arias relates exchanges and trading

Figure 54: News

6.5 RESEARCH REPORTS
This section contains two sections TECHNICAL CALLS and FUNDAMENTAL CALLS

TECHNICAL CALLS

This section provides 7 day period technical calls. This section also enable user to filtered view
of technical calls based on Call type, Analyst, Segment, Symbol and BUY/Sell. Also links for
Market radar, Technical analysis, Nifty and FX Monitor reports are embedded here.

Figure 55: Technical calls

FUNDAMENTAL CALLS

This section provides Equity related and Mutual Fund related fundamental calls.
 Figure 56: Fundamental calls
6.6 TOOLS
Tools menu contains tools such as MARGIN CALCULATOR, OPTION CALCULATOR, ALERTS and
MESSAGES

Figure 57: Tools

MARGIN CALCULATOR

This tool is used to calculate margins

 Figure 58: Margin Calculator

OPTION CALCULATOR

Option calculator enables the user to calculate the value of put and call options (The Black-
Scholes Option Pricing Model), implied volatility & option Greeks (delta, Vega, gamma, theta)

Figure 59: Option Calculator

ALERTS

Alert pane shows when clicking on bell icon in home page. The count shows the
triggered alerts and recommendations. The option for setting alerts is also provided on right
hand side.
 Figure 60: Alerts

SETTING ALERTS

Clients are also given provision for setting alerts. Alerts are to be based on fields: LT Price, BB
Price, BS Price , 52WHprice, 52WLPrice; Condition: Greater Than, Less Than, Greater than or
equal to, Less than or equal to; set the value and date and then save the settings.
1. Select alert settings by clicking Alert pane and also from different context menus in
different
Widgets.
2. Select the condition and enter the value.
3. Click on save button to save the alert settings

Figure 61: Setting Alerts

MESSAGES

This section shows messages of current session order related, research, RMS,
and general messages.

Figure 62: Messages

6.7 CUSTOMER CARE

This section provides Customer care support.

Figure 63: Customer care

6.8 INVESTMENT ADVISORY
This section provides contains 3 sections. They are FINANCIAL PLANNING, INVESTMENT TOOL
andESTATE PLANNING.

Figure 64: Investment Advisory

FINANCIAL PLANNING
INVESTMENT TOOL
ESTATE PLANNING

6.9 SETTINGS
This section contains section for saving workspace.

Figure 65: Settings

SAVE WORKSPACE

When clicking on save workspace,all the widgets and workspace structure will
saved and user can use same workspace structure in next login.

7. ORDER WINDOWS
With SELFIE XL the buy and sell windows are only a click away. The user can click on
the buy and sell button right from their home page and place their orders. Buy/Sell options
are also available from all relevant places like Watch lists, BSP, BBP, MBP, Charts, News,
Recommendations, Alerts and so on.

BUY

The BUY Order window can be open by clicking the buy button to the top right corner of
the home page.

SELL

The SELL Order window can be open by clicking the sell button to the top right corner
of the home page.

Figure 66: BUY/SELL Order window

ORDER PLACING

Once after the user places the order, an alert is displayed. A pop up message turns up
at the bottom right corner of the screen, verifying the result of the order placed. Order related
status messages also pop up
 Figure 67: Order Placement

8. OTHERFEATURES

8.1 Market by Price-MBP

The market by price feature displays the order book by price showing the best bids and offers
of available instruments in real time. The order books shows the disclosed buy and sell order
along with quantity in the market. This helps the trader to place orders accordingly by gauging
the available price, demand and supply of the instruments.
The user needs to click on the MBP icon from the security view to navigate to the MBP view of
the symbol. Here the user also has an option to see the Cross MBP by clicking on the Cross
MBP tab.

Figure 68: MBP

Cross MBP Exchange

Through the option cross exchange MBP, user can view the MBP details of a particular scrip in
multiple exchanges.
Specify the Symbol Name in both NSE & BSE.

Figure 69: Cross MBP

8.2 SYMBOL VIEW

Clicking on any symbol (equity) in the watchlist will open the “security view” of the respective
symbol in a separate pane. The security view has the following components
 Quote details
 Chart
 News and Recommendations
 Order entry
 F&O chain
 Market By Price
 Alerts
 Company details
 Figure 70: Symbol View

CURRENCY VIEW

Clicking on any symbol (currency) in the watchlist will open the “currency view” of the
respective symbol in a separate pane.

Figure 71: Currency View

8.3 CHARTS

The user can get the chart of any symbol

 From the Symbol View chart , on clicking on the Full view
 From the SELFIE X main menu : Charts options
 From the symbol context menu( Symbols in watch lists)
The symbol charts open as a new workspace. The user can open multiple charts (in as many
workspaces)

Figure 72: Chart

8.4 NEWS

The News view provides the user with all market news for a give symbol. The user can search
the by symbol to get to the news content.
This view is accessed via
 The Application main menu (left menu) -> New
 The same can also be accessed via the context menu next to any symbol in a watchlist
 The news link on the Security View

GLOSSARY

The following are the abbreviations used in SELFIE XL application:

Abbreviations Expansions
Exg Exchange
Inst.Type Instrument Type
Exp. Date Expiry Date
Opt. Type Option Type
Corp Corporate Action
BBQty Best Buy Quantity
BB Price Best Buy Price
BSQty Best Sell Quantity
BS Price Best Sell Price
Lt Price Last Traded Price
TTQty Total Traded Quantity
Lt Time Last Traded Time
Avg. Price Average Price
TBQty Total Buy Qty
TSQty Total Sell Qty
FII Foreign Institutional Investor
52WH 52 Week High
52WL 52 Week Low
DFI Direct Foreign Investment
D High Day High
D Low Day Low
DPR Ceil Daily Price Range Ceiling Price
DPR Floor Daily Price Range Floor Price
Close Price Today's closing price
Prv C Previous day's closing price
TT Val Total Traded Value
Open Price Market opening price
BC Start Date Book Closure Start Date
ND Start Date Non Disclosure Start Date
Rec Date Recorded Date
Disc Quantity Disclosed Quantity
Call / Put Option Types
Exec Avg Rate Executed Average Rate
MKT Val Market Value
MKT Rate Market Rate
MTM Market to Market
Pend B Qty Pending Buy Quantity
Pend S Qty Pending Sell Quantity
DP Qty Depository Quantity
MBP Market By Price
Desc Description
% Change percentage of change in market price