NSE Smart Manual
NSE Smart Manual
Guide
Contents
Table of Contents
About this Guide .......................................................................................................................................... 4
PURPOSE OF THIS GUIDE...................................................................................................................... 4
WHO SHOULD READ THIS GUIDE ....................................................................................................... 4
Documentation Support .............................................................................................................................................. 4
Customer Support ....................................................................................................................................................... 4
Overview of NSE SMART ........................................................................................................................... 5
UNDERSTANDING THE INTERFACE ................................................................................................... 6
Workspace .................................................................................................................................................................. 7
Tool Bar...................................................................................................................................................................... 7
Getting Started ........................................................................................................................................... 10
File ............................................................................................................................................................... 14
REFRESHING THE LOCAL DATABASE ............................................................................................. 15
CHANGE PASSWORD ........................................................................................................................... 19
WORKSPACE .......................................................................................................................................... 21
Save Workspace ....................................................................................................................................................... 23
Set As Default .......................................................................................................................................................... 24
LOCKING THE WORKSTATION.......................................................................................................... 25
CONFIGURATION.................................................................................................................................. 26
Order Entry ............................................................................................................................................................... 26
Market Watch ........................................................................................................................................................... 34
General ..................................................................................................................................................................... 38
Market......................................................................................................................................................... 44
MARKET WATCH .................................................................................................................................. 45
About Market Watch ................................................................................................................................................ 45
Market watch features .............................................................................................................................................. 46
Default Market Watch .............................................................................................................................................. 64
Normal Market Watch .............................................................................................................................................. 68
Adding Instruments in Market Watch Window ........................................................................................................ 72
Deleting Instruments from Market Watch Window....................................................................................................... 73
Import from Excel .................................................................................................................................................... 74
TICKER .................................................................................................................................................... 75
About the Ticker ....................................................................................................................................................... 75
New Ticker ............................................................................................................................................................... 76
Ticker Features ......................................................................................................................................................... 77
NIFTY ...................................................................................................................................................................... 89
MESSAGE LOG ...................................................................................................................................... 90
Filter Option for Messages ....................................................................................................................................... 90
Saving the Message Log Details ............................................................................................................................... 96
Hiding the Message Log ........................................................................................................................................... 97
Viewing Broadcast Messages ................................................................................................................................... 98
Viewing Full Screen of Message Log ..................................................................................................................... 100
Viewing Interactive Messages ................................................................................................................................ 102
Trading ..................................................................................................................................................... 104
Order Entry for CM ................................................................................................................................................ 105
Order Entry for FAO .............................................................................................................................................. 109
Bracket Order ......................................................................................................................................................... 113
Cover Order ............................................................................................................................................................ 117
BATCH ORDER ENTRY ...................................................................................................................... 129
Placing Buy/Sell Batch Order ................................................................................................................................. 130
Modifying Buy/Sell Batch Order ............................................................................................................................ 136
Deleting Buy/Sell Batch Order ............................................................................................................................... 139
Delete All Buy/Sell Batch Order ............................................................................................................................ 140
Upload the Batch Order Entries .............................................................................................................................. 141
Saving the Batch Order Entries to Disk .................................................................................................................. 142
SPREAD/COMBINATION ORDER ENTRY ....................................................................................... 143
SPREAD ORDER STATUS................................................................................................................... 147
Changing the Color of the Screen ........................................................................................................................... 153
Changing the Grid Font .......................................................................................................................................... 155
Restoring Defaults .................................................................................................................................................. 157
Viewing the Help of the Option .............................................................................................................................. 158
Adding EX/PL ........................................................................................................................................................ 159
Modifying EX/PL ................................................................................................................................................... 163
Deleting EX/PL ...................................................................................................................................................... 166
BASKET TRADING .............................................................................................................................. 167
Order Book features................................................................................................................................................ 174
Viewing the Trade Book ......................................................................................................................................... 190
Trade Book features................................................................................................................................................ 194
Viewing the Net Positions of Clients ...................................................................................................................... 202
Net Position Features .............................................................................................................................................. 204
Modifying the Reverse Orders ................................................................................................................................ 214
Generate Reverse Order.......................................................................................................................................... 218
Saving Reverse Orders ........................................................................................................................................... 220
Deleting the Reverse Orders ................................................................................................................................... 221
Show Filter ............................................................................................................................................................. 222
Queries ...................................................................................................................................................... 225
MARKET BY PRICE ............................................................................................................................. 228
MOST ACTIVE INSTRUMENTS ......................................................................................................... 239
MARKET MOVEMENT........................................................................................................................ 241
MARKET INQUIRY .............................................................................................................................. 244
INDICES BROADCAST ....................................................................................................................... 247
Viewing FAO Limits .............................................................................................................................................. 257
INSTRUMENT DESCRIPTOR ............................................................................................................. 264
WINDOWS FEATURES........................................................................................................................ 269
Client ......................................................................................................................................................... 272
CLIENT MASTER ................................................................................................................................. 273
Viewing Client Details ........................................................................................................................................... 274
Tools .......................................................................................................................................................... 277
PORTFOLIO .......................................................................................................................................... 278
Export Portfolio ...................................................................................................................................................... 279
Adding the Alert ..................................................................................................................................................... 282
Modifying the Alert ................................................................................................................................................ 287
Deleting the Alert ................................................................................................................................................... 293
INSTRUMENT WIZARD ...................................................................................................................... 300
Adding New Instrument to a New Portfolio ........................................................................................................... 300
Setting the Instruments to Market Watch ............................................................................................................... 304
Deleting the Portfolio ............................................................................................................................................. 305
Report ....................................................................................................................................................... 307
ABOUT REPORTS ................................................................................................................................ 308
Utilities ...................................................................................................................................................... 315
Shortcut Keys ........................................................................................................................................... 333
My Guide .................................................................................................................................................. 334
FAQ'S ..................................................................................................................................................................... 334
Video ...................................................................................................................................................................... 335
About this Guide
PURPOSE OF THIS GUIDE
This guide will enable you to use every option of NSE SMART and provides
detailed procedures for the same.
Documentation Support
NSE Academy welcomes your comments and suggestions on the quality and
usefulness of this document. For any questions, comments, or suggestions on the
documentation, you can contact us at.
NSE Academy Limited
National Stock Exchange of India Limited
Exchange Plaza, Bandra Kurla Complex,
Bandra East, Mumbai – 400051
Email id: [email protected]
Contact no: 022- 68646464
Customer Support
If you have any problems, questions, comments, or suggestions regarding
NSE SMART, contact us at the address mentioned above. While
contacting customer support, have the following information ready:
▪ Your name, e-mail address, phone number, and fax number
▪ The type of hardware, including the server configuration and network
hardware if available
▪ The version of NSE SMART
▪ The operating system
▪ The exact message that appeared when the problem occurred or any
other error messages that appeared on your screen
▪ A description of how you tried to solve the problem
Chapter
Menu Bar
Menu bar displays all the menus available in NSE SMART TWS
application.
Menu
Menu displays the various menu options.
Sub Menu
Sub menu displays all the sub menu options available under main menu.
You can check the limits for capital market using CM Limits sub menu
option.
Header
Header displays the name and version of the application along with the
current date, time and login name.
Workspace
The workspace is the central rectangular portion of the browser window,
where the data entry elements are displayed.
Tool Bar
The toolbar contains a number of command buttons that represent some of
the frequently used commands in the menus. If a toolbar button is active,
click the button to execute the command.
Click the button; NSE SMART TWS displays the Order Book screen.
Click the button; NSE SMART TWS displays the Trade Book screen
Click the button; NSE SMART TWS displays the Limits screen.
Click the button; NSE SMART TWS displays the Market Watch window
Click the button; NSE SMART TWS display the net position screen.
Click the button; NSE SMART TWS displays the NSE SMART
TWS Alerts screen.
.
Click the button; NSE SMART TWS displays the Market Queries screen.
Click the button; NSE SMART TWS displays the Lock Workstation screen.
Chapter
Getting Started
In this chapter, you will learn to:
Field Description
Email Id Type proper email id in this field.
Note
Note
File
In this chapter, you will learn to:
Field Description
Exchange Segment
Exch Name Select the appropriate exchange name, for
which you want to refresh the local database,
from the drop-down list.
The available options are:
• ALL
• NSE
CM This checkbox gets enabled if the
selected exchange is ALL, NSE.
Select the check box to refresh the database for
capital markets of the selected exchange.
Field Description
FAO This field is enabled if the selected exchange is
ALL, NSE..
Select the check box to refresh the database for
the futures and options markets of the selected
exchange.
My Information Click the My Information option to refresh the
login user's information.
All Information Click the All Information option to refresh all
the information.
Special Request Click the Special Request option to refresh a
specific request.
General Info This field gets enabled if the Special Request
option is clicked. Click the General Info option
to refresh the general information.
Select the appropriate general information you
want to refresh from the adjacent drop-down
list.
The available options are:
• Client Category Master
• Clients
• Exchange Instrument Map Dual
• Exchange Segments
• Indexes
• NSE SMART Errors
• Portfolio Master
Field Description
Exch Info This field gets enabled if the Special Request
option is clicked. Click the Exch Info option to
refresh the selected exchange information.
Select the appropriate exchange information
you want to refresh from the adjacent drop-
down list.
The available options are:
▪ Exchange Instrument Map
▪ FAO Ex pl
▪ FAO Orders
▪ FAO Spread Orders
▪ FAO Trades
▪ Orders
▪ Trades
Field Description
Old Password Type the appropriate old password in this field.
This field is case sensitive.
This field is mandatory.
New Password Type the appropriate new password in this
field.
This field is case sensitive.
This field is mandatory.
Confirm Retype the new password in this field.
Password
This field is case sensitive.
This field is mandatory.
Old Pin Type the appropriate old pin in this field.
This field is case sensitive.
This field is mandatory.
Field Description
New Pin Type the appropriate new pin in this field.
Note
The user can perform all the trading activities from the Basic
Workspace window.
ADVANCED WORKSPACE
NSE SMART TWS allows the user to use the advanced workspace.
To view the advanced workspace:
1. Log on to NSE SMART TWS.
2. From the File menu, point to Workspace and then click the
Advanced Workspace option.
3. NSE SMART TWS displays Advanced Workspace screen.
Note
The user can perform all the trading activities from the
Advanced Workspace window.
Save Workspace
Keyboard access: Ctrl+Shift+S
NSE SMART TWS allows the user to save the current workspace.
To save the workspace:
1. Log on to NSE SMART TWS.
2. Click the File menu and select the Save Workspace option.
3. NSE SMART TWS displays the Save Workspace dialog box.
Field Description
Save Workspace Type an appropriate name of the current
workspace, which you want to save.
This field is mandatory.
Set As Default Select the check box if you want to set the
corresponding workspace as the default
workspace.
Field Description
Login Name This field displays the login name.
This field is non-editable.
Password Type the appropriate password in this field.
This field supports 20 alphanumeric characters.
This field is case sensitive.
This field is mandatory.
Pin Type the appropriate pin in this field.
This field supports 20 alphanumeric characters.
This field is case sensitive.
This field is mandatory.
Note
Field Description
▪ MO
▪ LO
▪ SO
These are the configurations, which are
available for Order Entry screen.
The selected option is displayed in Order Entry
screen.
The default setting for this field is ‘MO’.
Time Condition Select the check box to remove the
corresponding time condition tab stop in the
Order Entry screen.
Time Condition Select the appropriate option from the drop- down
drop-down list list.
▪ DAY
▪ IOC
Price Setting
Buy Price Select the check box to include the buy price
variation ( Rs) variation in rupees for the order entry.
Type the value of the buy price variation.
Sell Price Select the check box to include the sell price
variation (Rs) variation in rupees for the order entry.
Type the value of the sell price variation.
Tick Size Type the appropriate tick size multiplier value
multiplier in this field.
In Order Entry screen whenever user use the
upside/downside arrow key on the keyboard
for incrementing / decrementing the tick size,
the tick size will get incremented /
decremented depending upon the tick size
multiplier entered.
Order Value Settings
Action Type Click the appropriate action type from the
available options.
The available options are:
▪ Don’t Allow
▪ Prompt
Don't Allow will not allow the order to be
forwarded to the exchange when quantity/value
entered by the user is matching with the
specified condition.
Prompt will prompt a confirmation when
quantity/value is not matching with the
specified condition.
Field Description
Cli Settings
Cli Default Select the appropriate option from the drop-
down list.
The available options are:
▪ Cli
Order Entry Select the check box to enable the prompt for
confirmation for order entry. If the check box
is selected then upon entering an order in the
Order Entry screen, NSE SMART TWS will
prompt for a confirmation.
Order Select the check box to enable the prompt for
Modification modification of order. If the checkbox is
selected then upon modification an order in the
Order Entry screen, NSE SMART TWS will
prompt for a modification.
Order Select the check box to enable the prompt for
Cancellation cancellation of order. If the check
box is selected then upon cancellation of an
order in the Order Entry screen, NSE
SMART TWS will prompt for a modification.
Note
11. Click the Default button to restore the default settings of the Market
Watch window.
12. NSE SMART TWS displays the Configurations confirmation
message box.
Note
4. Click the Yes button to log out from the NSE SMART TWS application.
Chapter
Market
In this chapter, you will learn to:
6. Select the columns that you want to add to the market watch
window and then click the Apply button.
7. NSE SMART TWS adds the selected columns and displays it in the
Market Watch window.
8. Click the Users Columns button to add new user-defined columns to
the market watch window.
9. NSE SMART TWS displays the User Defined Columns screen.
10. Click the Add button.
11. NSE SMART TWS displays the User Defined Columns screen.
Drop-down Description
Column Name Type the appropriate new user-defined column
name in this field.
Column 1 Select the appropriate column from the drop-
down list.
Operator Select the appropriate operator from the drop-
down list.
The available options are:
• +
• -
• *
• /
Column 2 Select the appropriate column from the drop-
down list.
Note
Note
NSE SMART TWS will allow user only to set the saved
market watch as the default market watch.
CHANGING THE COLOR OF THE MARKET
WATCH WINDOW
NSE SMART TWS allows the user to change the color of the Market
Watch window and color of various other parameters such as the market
watch foreground and background color, the row highlight color, etc.
To change the color of the market watch window:
1. Open a NSE SMART TWS application.
2. Right click on the Market Watch window.
3. NSE SMART TWS the following menu.
6. Select the appropriate option of which, you want to change the color.
7. NSE SMART TWS displays the Color dialog box.
8. Select the new color from the Basic colors.
OR
9. Click the Define Custom Colors button to define a new custom
color.
10. Click the OK button.
11. NSE SMART TWS changes the market watch window color to the
selected one.
CHANGING THE FONT OF THE MARKET
WATCH W INDOW
NSE SMART TWS allows you to change the font settings of the text
displayed in the market watch window.
To change the font settings:
1. Open a NSE SMART TWS application.
2. Right click on the Market Watch window.
3. NSE SMART TWS the following menu.
Note
3. Click the Auto Size Columns option to auto size the market watch
columns.
4. Click the Grid View option to view the market watch details inside
the grids.
5. Click the Restore Defaults option to restore all the default settings.
MOVING THE MARK ET WATCH COLUMNS
To move market watch column:
1. Open a NSE SMART TWS application.
2. Select the column from the market watch column header, which you
want to move to the desired location.
3. Drag and drop the selected column to the desired location in the
market watch column header.
SETTING COLUMN WIDTH
To set the column width:
1. Open a NSE SMART TWS application.
2. Click the Market menu and point to the Market Watch option.
3. Select the appropriate market watch option.
4. NSE SMART TWS displays the selected market watch window.
5. Select the appropriate column from the listed columns.
6. Move the mouse cursor to the border joining the two columns.
7. Click and drag the cursor to adjust the respective column width.
8. NSE SMART TWS sets the width of selected column in the market
watch.
OPEN THE MARKET WATCH IN EXCEL
NSE SMART Admin allows the users to view the details of the market
watch in Excel sheet.
The operating system should satisfy the following conditions:
▪ Microsoft Excel 2002 or later versions of Excel
▪ Security level of the Macro's in excel should be set to "Low"
To open in excel:
1. Open a NSE SMART TWS application.
2. Select the appropriate market watch that you want to open in excel
from the Market Watch option.
3. Right click on the Market Watch window.
4. NSE SMART Admin displays the following menu.
15. Click the Add button to add a new user-defined column to the
existing columns list.
16. NSE SMART TWS displays the User Defined Columns screen.
Field Description
Column Name Type an appropriate new column name you
want to define in this field. This column will
display the (column 1 (selected operator)
column 2) value of the instrument in the
market watch.
Field Description
Column 1 Select the appropriate option from the drop-
down list. This field specifies the first
parameter of the new user defined column.
Operator Select the appropriate operator from the drop-
down list
The available options are:
• + (Plus), -(Minus) , * (Multiply), / (Divide)
8. Select the Remove option from the sub menu to remove the selected
column from the default column list.
9. Select the Add/Remove option from the sub menu to add/remove
the selected column(s) from the default column list.
10. NSE SMART TWS displays the Customize dialog box.
11. Select a particular check box to add the corresponding item as the new
column or select the Select All check box to add all the items as the
new columns.
12. Click the User Columns button.
13. NSE SMART TWS displays the User Defined Columns screen.
14. Click the Add button to add a new user defined column to the
existing columns list.
15. NSE SMART TWS displays the User Defined Columns screen.
Field Description
Column Name Type an appropriate new column name you
want to define in this field. This column will
display the (column 1 (selected operator)
column 2) value of the instrument in the
market watch.
Field Description
Column 1 Select the appropriate option from the drop-
down list. This field specifies the first
parameter of the new user defined column.
Operator Select the appropriate operator from the drop-
down list
The available options are:
• + (Plus), -(Minus) , * (Multiply), / (Divide)
29. Click the Delete button to delete the user defined column.
30. NSE SMART TWS displays the column deleted message box.
Note
Note
4. Select the market watch that has to be imported to the market watch.
5. Click the OK button.
6. The particular market watch in imported and is displayed in market
watch window.
Note
The market watch that are available for Import from Excel
option are the market watch saved by the user, using the Save
Market watch option. The .csv file of the market watch is
saved in the Preferences folder of the NSESMART setup.
TICKER
About the Ticker
A ticker is a small window with a running display, which gives information on
the latest trades executed in the market. The ticker window displays the latest
market price and the traded quantity of the instruments, configured in that
ticker. You can specify the instruments to be displayed in the ticker window.
New Ticker
To view a new ticker:
1. Click the General menu and select the Ticker option.
2. Select the New Ticker option.
3. NSE SMART Admin displays the New Ticker window.
Ticker Features
Note
Scrip Filter Select the check box to view the messages for
particular scrip.
Exch Seg This field gets enabled if the Scrip Filter check
box is selected. Select the appropriate exchange
segment, for which you want to view the
messages, from the drop-down list.
The available options are:
• NSECM
• NSEFO
Inst Type This field gets enabled if the Scrip Filter check
box is selected. Instrument types are auto
generated depending upon the exchange
segment selected. Select the appropriate
instrument type, for which you want to view
the messages, from the drop-down list.
Symbol This field gets enabled if the Scrip Filter check
box is selected. Symbols are auto generated
depending upon the instrument type selected.
Select the appropriate symbol of the
corresponding instrument from the drop-down
list.
Series This field is available if the selected exchange
segment is NSECM. Select the appropriate
series of the corresponding instrument from
the drop-down list.
Mkt This field is available if the selected market
segment is NSECM. Select the appropriate
market type of the corresponding instrument
from the drop-down list.
Expiry Date This field is available if the selected market
segment is NSEFO. Select the appropriate
expiry date of the corresponding instrument
from the drop-down list.
Strike Price This field is available if the selected exchange
segment is NSEFO and the selected instrument
type is OPTIDX or OPTSTK. Select the
appropriate strike price of the corresponding
instrument from the drop-down list.
Opt Type This field is available if the selected exchange
segment is NSEFO and the selected instrument
type is OPTIDX or OPTSTK. Select the
appropriate option type from the drop-down
list.
Note
Field Description
Time This column displays the message-received
time.
This field is non-editable.
Exchange This column displays the exchange segment.
This field is non-editable.
Market This column displays the type of the market.
This field is non-editable.
Field Description
Priority This column displays the priority of the
Broadcasted message.
This field is non-editable.
Message This column displays the content of the
message received.
This field is non-editable.
Trading
In this chapter, you will learn to:
5. OR
6. For a Sell order, NSE SMART TWS displays the Order Entry screen.
Field Description
Buy Click the Buy option to place a buy order.
Sell Click the Sell option to place a sell order.
Prod Type This field displays the product type of the
security.
Select the option by pressing the down arrow.
The options are:
▪ Margin
▪ Delivery
By default Margin is selected.
ExchSeg Type the appropriate exchange segment.
Field Description
4. OR
5. For sell order, NSE SMART TWS displays the Order Entryscreen.
Field Description
Buy Click the Buy option to place a buy order.
Sell Click the Sell option to place a sell order.
O/C This field is available if the specified exchange
segment is NSEFO. Type the appropriate
open/close position of the order in this field.
'O' specifies open position and 'C' specifies the
closed position.
C/U This field is available if the specified exchange
segment is NSEFO. Type the appropriate
cover/uncover position of the order in this
field. 'C' specifies covered position and 'U'
specifies the uncover position.
ExchSeg Type the appropriate exchange segment, in
which you want to place the order in this field.
Inst Type Type the appropriate instrument type that you
want to order in this field.
Symbol Type the appropriate symbol of the
corresponding instrument that you want to
order in this field.
Exp Date This field is available if the specified market
segment is NSEFO. Type the appropriate
expiry date of the corresponding instrument in
this field.
Strike Price This field is available if the specified market
segment is NSEFO and the specified
instrument type is OPTIDX or OPTSTK.
Type the appropriate strike price of the
corresponding instrument in this field.
Opt Type This field is available if the specified market
segment is NSEFO and the specified
instrument type is OPTIDX or OPTSTK.
Type the appropriate option type of the
corresponding instrument in this field.
If OPTIDX is selected the options are CE and
PE.
If OPTSTK is selected the options are CA and
PA.
Quantity Type the appropriate quantity that you want to
order in this field.
This field is mandatory and the quantity should
be greater than zero.
Qty Cond Type the appropriate quantity condition in this
field.
The quantity condition can be:
▪ NONE
▪ DQ
Field Description
Buy Click the Buy option to place a buy order.
Sell Click the Sell option to place a sell order.
Prod Type This field displays the product type of the
security.
By default Margin is selected.
Exch Seg By default NSE exchange is selected
Field Description
Inst Type Type the appropriate instrument type that you
want to order in this field.
Symbol Type the appropriate symbol of the
corresponding instrument that you want to
order in this field.
Series/Grp/Exp Date Type the appropriate series (in case of
NSECM),expiry date (in case of futures and
options) of the corresponding instrument in
this field.
Mkt This field is available if the specified market
segment is NSECM. Type the appropriate
market type of the corresponding instrument in
this field.
Quantity Type the appropriate quantity that you want to
order in this field.
This field is mandatory and the quantity should
be greater than zero.
Qty Cond Type the appropriate quantity condition in this
field.
The quantity condition can be:
▪ NONE
▪ DQ
A Cover Order is a market order that is placed along with a Stop Loss Order. In
a Cover Order the buy/sell order is always a Market Order that is accompanied
with a compulsory Stop Loss order in a specified range as pre-defined by the
system which cannot be cancelled.
Keyboard Access: Alt+6
NSE SMART TWS allows the user to place the buy or sell order using this
screen. Using this option you can place orders.
Field Description
Buy Click the Buy option to place a buy order.
Sell Click the Sell option to place a sell order.
Prod Type This field displays the product type of the
security. By default Margin is selected.
Exch Seg By default NSE exchange is selected
Jobbing is the buying and selling of securities with the intent of generating
quick profits. While most investors seek value through long-term
investments, stock jobbing takes on a more speculative short-term tone.
Stock jobbing can be referred to in modern times as day trading
Strategy will place order based on the selected inputs and calculated price
and quantity.
\
Field Description
Wait Time (in sec) this value is used by system to try placing orders
till defined time even if defined parameters are not
matching.
Square off Time (in sec) Once Order has been executed in wait time period
then system will place square off order.
If Order is not executed in wait time then system will
not place square off order..
Start Time Start Time will start the execution of orders set in
the strategy.
End Time End Time will stop the execution of orders set in
the strategy.
Strategy Name Input box for strategy name. In this field you can
specify your strategy name.
Square off profit Square Off = (Leg2 [Buy side Touch Line] – Leg 1
[Buy side Touch Line])
User need to input Square Off profit to be
earned and minimum tick size as per script.
Start Time Start Time will start the execution of orders set
in the strategy.
End Time End Time will stop the execution of orders set
in the strategy.
FAST ORDER ENTRY
Keyboard Access: + (buy) and – (sell) keys on the numeric keypad
The fast order entry is similar to the normal order entry. The only difference
is, user can create faster order entries with a minimum number of information.
To place the fast order:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Fast Order Entry option.
3. NSE SMART TWS displays the Fast Order Entry screen.
Field Description
Buy Click the Buy option to place a buy order.
Sell Click the Sell option to place a sell order.
O/C This field displays the Open/Close position of
the order. By default, 'O', i.e., open is
displayed.
This field is non-editable.
C/U This field displays the Cover/Uncover position
of the order. By default, 'U', i.e., uncovered is
displayed.
This field is non-editable.
M/D This field gets enabled if the specified
exchange is NSECM.
Select the product type i.e. Delivery or margin.
By default Margin is selected.
ExchSeg Type the appropriate exchange segment, in
which you want to place an order, in this field.
Inst Type Type the appropriate instrument type, for
which you want to place an order, in this field.
Symbol Type the appropriate symbol of the
corresponding instrument in this field.
Field Description
Ser/Grp/Exp Type the appropriate series/group/expiry date
of the corresponding instrument in this field.
Mkt This field gets enabled if the specified
exchange segment is NSECM. Type the
appropriate market type., in which you want to
place the order, in this field.
Strike Price This field gets enabled if the specified market
segment is NSEFO and the specified
instrument type is OPTSTK or OPTIDX.
Type the appropriate strike price of the
instrument that you want to order in this field.
Opt Type This field gets enabled if the specified market
type is NSEFO and the specified instrument
type is OPTIDX or OPTSTK> Type the
appropriate option type in this field.
Quantity Type the appropriate quantity of the stock that
you want to order in this field.
This field is mandatory and the quantity should
be greater than zero.
Price Type the appropriate order price in this field.
Client Code Type the appropriate code of the client in this
field.
This field is mandatory.
4. Click the Buy or the Sell button depending upon the option clicked.
5. NSE SMART TWS places the buy/sell order.
6. Press ESC key to return to the Market Watch window.
BATCH ORDER ENTRY
NSE SMART TWS allows user to put multiple orders and forward it to
exchange as a batch of orders. Batch orders can be entered at any time of the
day. User can also modify or cancel the batch order before transferring it to
the Stock Exchange. The Batch Order Entry allows the user to trade in
different exchanges at the same time.
Placing Buy/Sell Batch Order
Keyboard Access: Ctrl+B
NSE SMART TWS allows user to place a buy or sell batch order.
To place the buy/sell batch order:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Batch Order Entry option.
3. NSE SMART TWS displays the Batch Order Entry screen.
Field Description
Note:
The orders details are displayed in the grid and NSE SMART
TWS displays the buy orders in blue color and the sell orders
in red color.
7. Select orders that are to be placed, to place multiple orders press Ctrl
key.
8. Click the Send button to place the selected orders.
OR
9. Continue adding more orders, if required, else click the Send All
button to send all the orders.
10. NSE SMART TWS displays the Batch Order confirmation message
box.
Field Description
Buy If the Buy option is clicked then it is a buy order.
This field is non-editable.
Exch Seg This field displays the exchange segment, in which the
order is placed.
This field is non-editable.
Note
4. Select the appropriate record you want to delete from the grid.
5. Click the Delete button.
6. NSE SMART TWS deletes the selected record and updates the
information in the grid.
Delete All Buy/Sell Batch Order
Keyboard Access: Ctrl+B
NSE SMART TWS allows user to delete all the buy/sell batch order entry
details.
4. Click the Delete All button to delete all the buy and sell orders.
5. NSE SMART TWS deletes all the record from the grid.
Upload the Batch Order Entries
Keyboard Access: Ctrl+B
NSE SMART TWS allows user to upload the buy/sell batch order entry
details.
4. Click the Save To Disk button to save the batch order entries.
5. NSE SMART TWS displays the Save As dialog box.
6. Enter an appropriate path and name of the file to be saved by
NSE SMART TWS and click the Save button.
7. NSE SMART TWS saves the batch order entry details in the
specified location.
SPREAD/COMBINATION ORDER ENTRY
Keyboard Access: Shift+F3
User can place a spread order of 2leg (2L), 3L Buy Spread Order and Sell
Spread Order in the market using the spread order entry pane. The spread
orders can be placed in the Futures and Options market only. Spread order
entries are IOC (Immediate or Cancel) order types, i.e., if a spread/comb
order does not get traded immediately then it gets cancelled.
Spread Orders always have one leg as Buy and the other as Sell, by default.
Spread order quantity and the exchange segment for both legs must be the
same. The quantity should be a multiple of the regular lot quantity.
NSE SMART TWS allows user to place the spread orders using this feature.
To place a spread/combination order entry
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Spread/Comb Order Entry
option.
3. NSE SMART TWS displays the Spread/Combination Order Entry
screen.
Field Description
B/S Type the first leg (Buy/Sell) of the spread
order entry in this field.
The first leg fields will pick up the values of
the contract on which you had placed the
cursor in the market watch window while
opening the spread order pane.
O/C This field displays the position of the order.
▪ O - Indicates the open position
▪ C - Indicates the closed
position.
This field is non-editable.
Field Description
V/U This field displays the options for Order Type.
▪ V - Indicates covered position
▪ U - Indicates uncovered
position
This field is non-editable.
ExSeg Name Select the appropriate exchange segment, in
which you want to place the spread order, in
this field.
The available options are:
• NSEFO
Inst Type Instrument types are auto generated depending
upon the exchange segment selected. Select the
appropriate instrument type, for which you
want to place the spread/comb order, from the
drop-down list.
Symbol Symbols are auto generated depending upon
the instrument type selected. Select the
appropriate symbol, for which you want to
place the spread/comb order, from the drop-
down list.
Expiry Date Select the appropriate expiry date of the
corresponding instrument from the drop-down
list.
Strike Price This field gets enabled if the selected exchange
segment is NSEFO and the selected
instrument type is OPTIDX or OPTSTK.
Select the appropriate strike price of the
corresponding instrument from the drop-down
list.
Opt Type This field gets enabled if the selected exchange
segment is NSEFO and the selected
instrument type is OPTIDX or OPTSTK.
Select the appropriate option type of the
corresponding instrument from the drop-down
list.
Field Description
Quantity Type the appropriate quantity that you want to
order in this field.
This field is in multiple of Board Lot Quantity.
This field is mandatory and the quantity should
be greater than zero.
Price Condition Type the appropriate price condition of the
order in this field.
Price Type the appropriate order price in this field.
Spread/Comb Select the appropriate spread/comb order type
Orders from the drop-down list.
The available options are:
▪ 2L Orders
▪ 3L Orders
▪ Buy Spread Orders
▪ Sell Spread Orders
Note
Note
Field Description
Leg 1
This column displays the traded quantity of the
Qty. Traded instrument for leg 1.
This field is non-
editable.
.
Qty. Cancelled This column displays the cancelled quantity for
leg 1.
.
Field Description
Leg 2
Qty. Traded This column displays the traded quantity of the
instrument for leg 2.
This field is non-
editable.
Qty. Cancelled This column displays the cancelled quantity for
leg 2.
This field is non-editable.
Total Qty. This column displays the total spread order
quantity for leg 2.
This field is non-editable.
Avg. Trd. Price This column displays the average trade price of
the instrument for leg 2.
This field is non-editable.
Leg 3
Qty. Traded This column displays the traded quantity of the
instrument for leg 3.
This field is non-
editable.
Qty. Cancelled This column displays the cancelled quantity for
leg 3.
This field is non-editable.
Total Qty. This column displays the total spread order
quantity for leg 3.
This field is non-editable.
Avg. Trd. Price This column displays the average trade price of
the instrument for leg 3.
This field is non-editable.
7. NSE SMART TWS displays the help for Font dialog box.
8. Select the appropriate font, font size and font style and click the OK
button.
9. NSE SMART TWS changes the grid font of the screen of the
selected option.
Restoring Defaults
Keyboard Access to restore the default settings: Ctrl+R
NSE SMART TWS allows the user to restore the default settings of the
EX/PL
and Delivery Request screens.
To restore the default settings of the EX/PL or Delivery
Request screens:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the EX/PL or Delivery Request
option.
3. NSE SMART TWS displays the screen of the selected option.
4. Right click on the screen.
5. NSE SMART TWS displays the following menu.
4. Select the appropriate record that you want to delete from the
grid and click the Cancel button.
5. NSE SMART TWS deletes the selected record and updates the
information in the grid.
BASKET TRADING
Keyboard Access: Ctrl+F
NSE SMART TWS allows user to use the Basket Trading facility to enter
the order for NIFTY, Bank Nifty, CNXIT, OPTSTK portfolios or for a user
defined portfolio. User can place an order for all the scrips of a selected
portfolio according to the ratios of their market capitalization.
To invoke basket trading:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Basket Trading option.
3. NSE SMART TWS displays the Basket Trading screen.
Field Description
Buy/Sell
Buy Click the Buy option to place the buy order.
Sell Click the Sell option to place the sell order.
IOC Select the check box to enable the IOC
(Immediate or cancel) condition, i.e., if the
order does not get traded immediately then it
will get cancelled.
Portfolio Select the appropriate portfolio, for which you
want to perform the basket trading, from the
drop-down list.
Val in Lacs Type the appropriate trading value (in lacs) in
this field.
Delivery/Margin This field is enabled if the selected client type is
CLI. Type the appropriate delivery/margin
order in this field. 'D' specifies delivery order
and 'M' specifies the margin position.
Field Description
Client Type Select the appropriate client type from the
drop-down list.
The available options are:
▪ CLI
Client Code This field gets enabled if the selected client type
is CLI. Type the code of the corresponding
client in this field.
Client Name This field displays the name of the
corresponding client.
This field is non-
editable.
Type the appropriate code in this
field.
File Name Type the appropriate path and name of the file
that you want to transfer in this field.
Note
The orders details for all the scrips of the selected portfolio
are displayed in the grid of the Batch Order Entry screen.
16. Select a particular order and click the Send button to transfer the
selected order or click the Send All button to transfer all the
orders.
17. NSE SMART TWS displays the Batch Order confirmation message box.
Field Description
Buy
Orders This field displays the total buy orders.
This field is non-editable.
Quantity This field displays the total buy quantity.
This field is non-editable.
Information in The information in the grid displays the list of
the grid buy Order Number, Symbol, Scrip Code,
Ser/Grp, Original Qty, Qty Remaining, Price,
Client Code, Mod Date Time, Price Cond., Mkt
Prot%, Trigger Price, Qty Cond, Time Cond,
DQ Qty, Client Name, Remarks, Exch Seg,
Cli Ind, Pending Order Value, Order
Status, segment.
Sell
Orders This field displays the total sell orders.
This field is non-editable.
Quantity This field displays the total sell quantity.
This field is non-editable.
Field Description
Information in The information in the grid displays the list of
the grid sell Order Number, Symbol, Scrip Code,
Ser/Grp, Original Qty, Qty Remaining, Price,
Client Code, Mod Date Time, Price Cond., Mkt
Prot%, Trigger Price, Qty Cond, Time Cond,
DQ Qty, Client Name, Remarks, Exch Seg,
Cli Ind, Pending Order Value, Order
Status, segment.
Field Description
Client Type Type the client type, for which you want to
view the order details, in this field. By default,
ALL is selected.
Client Code This field gets enabled if the specified client
type is CLI. Type the appropriate code of the
corresponding client in this field.
Client Name This field displays the name of the
corresponding client.
This field is non-
editable.
Price Cond Type the appropriate price condition of the
order that you want to view in this field. By
default, ALL is populated.
The adjacent text box gets enabled for all the
price conditions except ALL. Type the
appropriate order price in this field.
Qty Cond Type the appropriate quantity condition of the
order that you want to view in this field. By
default, ALL is populated.
Type the appropriate order quantity in the
adjacent text box.
Order No Type the appropriate number of the order that
you want to view in this field.
Field Description
Trade No Type the appropriate trade number in this field.
DD/MM/YYYY
From Select the appropriate from date from the drop-
down calendar. This field specifies the start
date, from which, you want to view the order
details.
DD/MM/YYYY
From Select the appropriate from date from the drop-
down calendar. This field specifies the start
date, from which, you want to view the order
details.
Field Description
To Select the appropriate to date from the drop-
down calendar. This field specifies the end
date, up to which, you want to view the order
details.
HH:MM (24)
From Type the appropriate from time in this field.
This field specifies the start time, from which,
you want to view the order details.
The time should be in HH:MM format.
To Type the appropriate to time in this field. This
field specifies the end time, upto which, you
want to view the order details.
The time should be in HH:MM format.
Scrip Filter Select the Scrip Filter check box to enable the
scrip filters for viewing the orders.
ExchSeg This field is enabled if the Scrip Filter check
box is selected. Select the appropriate exchange
segment, for which you want to view the order
details, from the drop-down list.
Inst Type Instrument types are auto generated depending
upon the exchange segment selected. Select the
appropriate instrument type, for which you
want to view the order details, from the drop-
down list.
Symbol Symbols are auto generated depending upon
the instrument type selected. Select the
appropriate symbol of the corresponding
instrument from the drop-down list.
Series This field is enabled if the selected exchange
segment is NSECM. Select the appropriate
series of the corresponding instrument from
the drop-down list.
Expiry Date This field is available if the selected exchange
segment is NSEFO. Select the appropriate
expiry date of the corresponding instrument
from the drop-down list.
Field Description
Strike Price This field is enabled if the selected exchange
segment is NSEFO and the selected instrument
type is OPTIDX or OPTSTK. Select the
appropriate strike price of the corresponding
instrument from the drop-down list.
Opt Type This field is enabled if the selected market
segment is NSEFO and the selected instrument
type is OPTIDX or OPTSTK. Select the
appropriate option type of the corresponding
instrument from the drop-down list.
3. Select the appropriate order you want to modify from the grid.
4. Click the Modify button.
OR
5. Right-click the Order Book screen.
6. NSE SMART TWS displays the following menu.
6. Click the Fast Order Modify option from the menu to modify the
fast orders.
7. NSE SMART TWS displays the details of the selected order to be
modified in the Fast Order Entry screen.
8. Modify the appropriate information in the relevant fields.
9. Click the Modify button.
10. NSE SMART TWS sends the order modification request to the NSE
SMART
server.
11. Press ESC key to return to the Market Watch window.
CANCEL THE SELECTED ORDER
NSE SMART TWS allows the user to cancel the selected pending orders.
To cancel the order:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Order Book option.
3. NSE SMART TWS displays the Order Book screen.
4. Select the appropriate buy/sell order you want to cancel from the grid.
5. Click the Cancel button.
OR
6. Right-click the on the Order Book screen.
7. NSE SMART TWS displays the following menu.
4. Click the Cancel All button to cancel all the buy and sell
orders. OR
5. Right-click on the Order Book screen.
6. NSE SMART TWS displays the following menu.
4. Click the Cancel All Sell button to cancel all the sell
orders. OR
5. Right-click the Order Book window.
6. NSE SMART TWS displays the following menu.
Field Description
Bought
Trades This field displays the total number of buy
trades.
This field is non-editable.
Quantity This field displays the total buy trade quantity.
This field is non-editable.
Avg B Price This field displays the average buying price.
This field is non-editable.
Information in The information in the grid displays the list of
the grid buy Trade Number, Symbol, Scrip Code,
Ser/Grp, Traded Price, Traded Qty, Client
Code, Client Name, Mod Date Time, Order
Number, , Remarks, ExchSeg, Cli Ind,
Segment, Trade Status, Trade Value.
Sold Trades This field displays the total number of sell
trades.
This field is non-editable.
Field Description
Client Type Select the client type, for which you want to
view the trade details, in this field. By default,
ALL is selected.
Client Code This field gets enabled if the specified client
type is CLI. Type the appropriate code of the
corresponding client in this field. By default,
ALL is selected.
Client Name This field displays the name of the
corresponding client.
This field is non-
editable.
Traded Qty Type the appropriate quantity of the trade that
you want to view in this field.
Traded Price Type the appropriate price of the trade that you
want to view in this field.
Field Description
Exch Segment Type the appropriate exchange segment, for
which you want to view the net positions of
the clients, from the drop-down list.
The available options are:
▪ NSECM
▪ NSEFO
4. Select the scrips from the grid and right-click on the Net Position
screen.
5. NSE SMART TWS displays the following menu.
8. Select the appropriate name of the market watch, to which you want
to export the selected scrips, from the drop down list.
9. Click the OK button.
10. NSE SMART TWS displays the Net Position message box.
11. Click the OK button.
12. NSE SMART TWS exports the selected instruments to the selected
market watch.
13. Press ESC key to return to the Market Watch window.
SHOW WITH OUTSTANDING
To invoke Net Position screen, keyboard access is: Ctrl+N
NSE SMART TWS allows the user to view the outstanding positions of the
contracts. The outstanding positions are the positions of the previous day.
To view the outstanding positions of the contracts:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Net Position option.
3. NSE SMART TWS displays the Net Position screen.
Note
4. Click the Save To Disk button to save the batch order entries.
5. NSE SMART TWS displays the Save As dialog box.
6. Enter an appropriate path and name of the file to be saved by
NSE SMART TWS and click the Save button.
7. NSE SMART TWS saves the reverse orders details in the
specified location.
Deleting the Reverse Orders
Keyboard Access: Ctrl+3
NSE SMART TWS allows the user to delete the reverse order details.
Generate Reverse Order button is applicable for Client option only.
6. Select the appropriate record that you want to delete from the grid.
7. Click the Delete button.
8. NSE SMART TWS deletes the selected record and updates the
information in the grid.
Show Filter
To invoke Net Position screen, keyboard access is: Ctrl+N
NSE SMART TWS allows the user to view the net position of the selected scrip
by using the filter feature.
To filter the net position of the scrips:
1. Log on to NSE SMART TWS.
2. Click the Trading menu and select the Net Position option.
3. NSE SMART TWS displays the Net Position screen.
Field Description
Scrip Filter Select the check box to enable the scrip filters.
Field Description
Exch.Seg This field displays the exchange segment that is
selected in the Net Position
screen. This field is non-editable.
Inst. Type This field is enabled after the scrip filter check-
box is selected.
Instrument types get auto generated depending
upon the specified exchange segment. Type the
appropriate instrument type, for which you
want to view the net position, from the drop-
down list.
Symbol This field is enabled after the scrip filter check-
box is selected.
Symbols are auto generated depending upon
the instrument type selected. Select the
appropriate symbol of the corresponding
instrument, for which you want to view the net
position, from the drop-down list.
Series This field is enabled after the scrip filter check-
box is selected.
This field is available if the exchange segment
is NSECM. Select the appropriate series of the
corresponding instrument from the drop-down
list.
Mkt This field is available if the exchange segment
is NSECM. Select the appropriate market type
of the corresponding instrument from the drop-
down list.
Field Description
Expiry Date This field is available if the exchange segment
is NSEFO. Select the appropriate expiry date
of the corresponding instrument from the drop-
down list.
By default All option is selected.
Strike Price This field gets enabled if the exchange segment
is NSEFO and the selected instrument type is
OPTIDX or OPTSTK. Select the appropriate
strike price of the corresponding instrument
from the drop-down list.
Opt Type This field gets enabled if the exchange segment
is NSEFO and the selected instrument type is
OPTSTK or OPTIDX. Select the appropriate
option type of the corresponding instrument
from the drop-down list.
Product Type Select the product type from the drop-down
list.
The available options are:
▪ ALL
▪ Margin
▪ Delivery
Queries
In this chapter, you will learn to:
Field Description
ExchSeg Select the appropriate exchange segment, for
which you want to view the quote of the
instrument, from the drop-down list.
The available options are:
• NSECM
• NSEFO
Inst Type Instrument types are auto generated depending
upon the exchange segment selected. Select the
appropriate instrument type, for which you
want to view the quote, from the drop-down
list.
Symbol Symbols are auto generated depending upon
the instrument type selected. Select the
appropriate symbol of the instrument, for
which you want to view the quote, from the
drop-down list.
Field Description
Series This field is available if the selected market
segment is NSECM. Select the appropriate
series of the corresponding security from the
drop-down list.
Mkt This field is available if the selected exchange
segment is NSECM.. Select the appropriate
market segment of the corresponding security,
for which you want to view the quote, from the
drop-down list.
Expiry Date This field is available if the selected exchange
segment is NSEFO. Select the appropriate
expiry date of the instrument from the drop-
down list.
Strike Price This field is available if the selected exchange
segment is NSEFO and the selected
instrument type is OPTIDX or OPTSTK.
Select the appropriate strike price of the
instrument from the drop-down list.
Opt Type This field is available if the selected exchange
segment is NSEFO and the selected
instrument type is OPTIDX or OPTSTK.
Select the appropriate option type from the
drop-down list.
Information in The grid displays the Symbol, scrip code,
the grid Series/group, BBPrice, BBQty, BSPrice, BS
Qty, LTPrice, LTQty, LT Time, TT Qty,
Opening Price, PrevClosPric, Day High, Day
Low, Corp Action, Inst
Status, Trend Indicator and LUT.
NSE SMART TWS displays the information
based on the option entered or selected in the
ExchSeg, Instrument, Series, Market fields.
Field Description
ExchSeg Select the appropriate exchange segment, for
which you want to view the market by
price details, from the drop-down list.
The available options are:
• NSECM
• NSEFO
Inst Type Instrument types are auto generated depending
upon the exchange segment selected. Select the
appropriate type of instrument, for which you
want to view the market by price details, from
the drop-down list.
Field Description
Symbol Symbols are auto generated depending upon
the instrument type selected. Select the
appropriate symbol of the corresponding
instrument from the drop-down list.
Series This field is available if the selected exchange
segment is NSECM. Select the appropriate
series of the corresponding instrument from
the drop-down list.
Mkt This field is available if the selected exchange
segment is NSECM.. Select the appropriate
market type from the drop-down list.
Expiry Date This field is available if the selected exchange
segment is NSEFO.. Select the appropriate
expiry date of the corresponding contract from
the drop-down list.
Strike Price This field is available if the selected market
segment is NSEFO and the selected
instrument type is OPTIDX or OPTSTK.
Select the appropriate strike price of the
contract from the drop-down list.
Opt Type This field is available if the selected exchange
segment is NSEFO and the selected
instrument type is OPTIDX or OPTSTK.
Select the appropriate option type from the
drop-down list.
Field Description
Information in The grid displays the Exchange, Symbol, Scrip
the grid Code, Series/Group, Segment, Traded Value,
Total Traded Quantity, Last Traded Price etc.
Exch Seg Select the appropriate exchange segment, for
which you want to view the top traded
instruments by value, from the drop-down list.
The available options are:
▪ NSECM
▪ NSEFO
Field Description
Information in The grid displays the Exchange, Symbol, Scrip
the grid Code, Series/Group, Segment, Traded Value,
Total Traded Quantity, Last Traded Price etc.
Exch Seg Select the appropriate exchange segment, for
which you want to view the top traded
instruments by volume, from the drop-down
list.
The available options are:
▪ NSECM
▪ NSEFO
▪ NSECD
Field Description
Instrument Instruments are auto generated depending
upon the exchange segment selected. Select the
appropriate instrument type, for which you
want to view the top traded instruments by
volume, from the drop-down list.
Sort By Select the Volume option from the drop-down
list to view the top traded instruments by
volume.
Number Select the appropriate number from the list.
This field specifies the number of records that
will be displayed in the grid.
Field Description
Information in The grid displays the Exchange, Symbol, Scrip
the grid Code, Ser/Grp, Segment (in case of CM
segment), Instrument Name, Open Interest,
Option Status (in case of FAO segment), Var
Per, LTPrice, PC Price, Var Act, TTQty.
Exch Seg Select the appropriate exchange segment, for
which you want to view the top N
gainers/losers details, from the drop-down list.
The available options are:
• NSECM
• NSEFO
• NSECD
Field Description
Instrument Instruments are auto generated depending
upon the exchange segment selected. Select the
appropriate instrument type, for which you
want to view the top N gainers/losers details,
from the drop-down list.
Ser/Grp This field is available if the selected exchange
segment is NSECM . Select the appropriate
series/group of the corresponding instrument
from the drop-down list.
Market This field gets enabled if the selected exchange
segment is NSECM . Type the appropriate
market type in this field.
Gainers Click the Gainers option to view the
information on top N gainers.
Losers Click the Losers option to view the
information on top N losers.
LTP Range Select the appropriate LTP (Last Traded Price)
Range, for which you want to view the top N
gainers/losers details, from the drop-down list.
The available options are:
▪ ALL
▪ Above Rs. 500
▪ Rs. 101 to 500
▪ Rs. 21 to 100
▪ Rs. 1 to 20
Field Description
Information in The grid displays the Exchange, Symbol, Scrip
the grid Code, Ser/Grp, Segment (in case of CM
segment), Instrument Name, Open Interest,
Option Status (in case of FAO segment),
Traded Value (Rs. Cr.), Day Open, Day High,
Day Low.
ExchSeg Select the appropriate exchange segment, for
which you want to view the most active
instruments details, from the drop-down list.
The available options are:
• NSECM
• NSEFO
• NSECD
Instrument This field is auto generated depending upon
the exchange segment selected. Select the
appropriate instrument type, for which you
want to view the most active instruments
details, from the drop-down list.
Field Description
Ser/Grp This field is available if the selected exchange
segment is NSECM. Type the appropriate
series or group of the corresponding instrument
in this field.
Market This field is enabled if the selected exchange
segment is NSECM Type the appropriate
market type, for which you want to view the
most active instruments details, in this field.
Symbol This field is available if the selected exchange
segment is NSEFO. Type the appropriate
symbol of the corresponding instrument in this
field.
Number Select the number of active instrument to be
viewed.
Field Description
Exch Seg Select the appropriate exchange segment from
the drop-down list.
The available options are:
▪ NSECM
▪ NSEFO
▪ NSECD
Note:
Field Description
Information in The grid displays the Exchange, Index Name,
the grid 52 week high, 52 week low, close index, open
index, High Index, Low Index, Current Index,
Net Change, % Net Change, at time, number
of moves up and number of moves down.
Exchange Select the appropriate exchange, for which you
want to view the indices broadcast, from the
Exchange drop-down list.
The available options are:
• NSE
Indices Indices are auto generated depending upon the
exchange selected. Select the appropriate index
of the corresponding exchange, for which you
want to view the broadcast, from the drop-
down list. By default, ALL is selected.
Field Description
Option button
TWS Click the TWS option to view the limits that
have been set for the TWS clients.
Client Click the client option to view the limits that
have been set for the clients.
Market Type Select the appropriate market type for which,
you want to view the limits.
Field Description
Used Limits
5. Select the Client option and click the arrow to view the Delivery
Exposure and Margin Exposure of CM Margin Limit.
6. NSE SMART TWS displays the View Limits screen.
Field Description
Option button
TWS Click the TWS option to view the limits
that have been set for the TWS clients.
Client Click the Client option to view the limits
that have been set for the clients.
Market Type This field gets enabled if the selected client type
is TWS or Client. Select the appropriate market
type for which, you want to view the limits.
Displays Values In
Rupees Click the Rupees option to view the limits
values in Rupees.
Rupees (Lacs) Click the Rupees (Lacs) option to view the limit
values in Lacs.
Field Description
Delivery Exposure
Margin Exposure
Limits This field displays the margin exposure of CM
margin limit that has been set for the
corresponding client.
This field is non-editable.
Used Deposit This field displays the used deposit for margin
exposure of CM margin limit that has been set
for the corresponding client.
This field is non-editable.
Used Limits This field displays the used limit for margin
exposure of CM margin limit that has been set
for the corresponding client.
This field is non-editable.
Available Limits This field displays the available limits for
margin exposure of CM margin limit that has
been set for the corresponding client.
This field is non-editable.
VaR Margin This field displays the var margin of CM
margin limit that has been set for the
corresponding client.
This field is non-editable.
Ad hoc Margin This field displays the ad hoc margin of CM
margin limit that has been set for the
corresponding client.
This field is non-editable.
Extreme Loss This field displays the extreme loss margin of
Margin CM margin limit that has been set for the
corresponding client.
This field is non-editable.
Realized Loss This field displays the realized loss of CM
margin limit that has been set for the
corresponding client.
This field is non-editable.
FAO Margin Limit
12. Click Close button of Limit Setup screen to return to the Market
Watch window.
Note
You can set the limits for Capital Market in the Limits Setup
screen.
Viewing FAO Limits
Keyboard access: Ctrl+T
NSE SMART TWS allows user to view the limits of the clients that have
been set for the Futures and Options.
To view the FAO limits:
1. Log on to NSE SMART TWS.
2. Click the Queries menu and select the Limits option.
3. Select the FAO Limits option.
4. NSE SMART TWS displays the View Limits screen.
Field Description
Option button
TWS Click the TWS option to view the limits
that have been set for the TWS clients.
Client Click the Client option to view the limits
that have been set for the clients.
Market Type This field gets enabled if the selected client type
is TWS or Client. Select the appropriate market
type for which, you want to view the limits.
Field Description
Rupees (Lacs) Click the Rupees (Lacs) option to view the limit
values in Lacs.
Deposit Status This field displays the deposit used by the
corresponding client.
This field is non-editable.
Limits
Gross Exposure This field displays the gross exposure limit that
has been set for the corresponding client.
This field is non-editable.
Margin limits This field displays the margin limit that has
been set for the corresponding client.
This field is non-editable.
Turnover Limits This field displays the turnover limit that has
been set for the corresponding client.
This field is non-editable.
MTM Limits This field displays the MTM (Mark to Market)
limit that has been set for the corresponding
client.
This field is non-editable.
Used Deposit
Gross Exposure This field displays the deposit of gross
exposure that has already been used by the
client.
This field is non-editable.
Margin Limit This field displays the deposit of margin limit
that has already been used by the client.
This field is non-editable.
Field Description
Used Limits
5. Select the Client option and click the arrow to view the Used
Premium and Used Exposure of FAO Margin Limit.
6. NSE SMART TWS displays the View Limits screen.
Field Description
Option button
TWS Click the TWS option to view the limits
that have been set for the TWS clients.
Client Click the Client option to view the limits
that have been set for the clients.
Market Type This field gets enabled if the selected client type
is TWS or Client. Select the appropriate market
type for which, you want to view the limits.
Client ACC This field gets enabled if the Client option is
Code clicked. Type the appropriate code of the
corresponding client in this field.
Displays Values In
Rupees Click the Rupees option to view the limits
values in Rupees.
Rupees (Lacs) Click the Rupees (Lacs) option to view the limit
values in Lacs.
Deposit Status This field displays the deposit used by the
corresponding client. This field is non- editable.
.
Field Description
Field Description
12. Click Close button of Limit Setup screen to return to the Market
Watch window.
INSTRUMENT DESCRIPTOR
Keyboard Access: Shift+F8
NSE SMART TWS allows the user to view the details of a particular
instrument that is configured in the Market Watch window. To view the
details of a particular instrument, the user will have to select that instrument
in the Market Watch window first and then he/she will have to invoke the
Instrument Descriptor screen.
To view the description of an instruments:
1. Click the Queries menu and select the Instrument Descriptor
option.
2. NSE SMART TWS displays the Instrument Descriptor screen.
Note
Field Description
Displays the name of the exchange segment and the settlement
number.
Name This field displays the name of the instrument.
This field is non-editable.
Tick Size (in This field displays the tick size in rupees for the
Rs) instrument.
This field is non-editable.
Price Band This field displays the price band.
This field is non-editable.
52 Wk High This field displays the highest price in last 52
weeks for the selected instrument.
Field Description
Displays the name of the exchange segment
Asset This field displays the asset value of the
instrument.
This field is non-editable.
Instrument This field displays the type of the instrument.
This field is non-editable.
Symbol This field displays the symbol of the
instrument.
This field is non-editable.
Expiry Date This field displays the expiry date of the
corresponding instrument.
This field is non-editable.
Board Lot Qty This field displays the board lot quantity of the
instrument.
This field is non-editable.
Strike Price This field displays the strike price of
the corresponding instrument.
This field is non-editable.
Option Type This field displays the option type of the
corresponding instrument.
This field is non-editable.
Initial Margin This field displays the initial margin for
the corresponding instrument.
This field is non-editable.
Field Description
Tick Size (in This field displays the tick size of the
Rs.) instrument in INR.
This field is non-editable.
Corporate This field displays the status of the corporate
Adjusted adjustment for the corresponding instrument.
This field is non-editable.
Low Price This field displays the low price range of the
Range instrument.
This field is non-editable.
High Price This field displays the high price range of the
Range instrument.
This field is non-editable.
Last Trade This field displays the last trading date of the corresponding
date instrument.
Field Description
ExchSeg Select the appropriate exchange segment, for
which you want to view the market status,
from the drop-down list.
The available options are:
• NSECM
• NSEFO
• NSECD
Information in The grid displays the status of Normal Market,
the grid Auction Market, RDM (Retail Debt Market)
Market, Odd Lot Market of the particular
exchange segment.
4. The screen also displays the margin cut off time after which no margin
orders will be accepted by the system.
5. Enter the appropriate information in the relevant fields.
6. Click the Refresh button.
7. The information in the grid gets refreshed depending upon the filter
criteria selected.
8. Press ESC key to return to the Market Watch window.
WINDOWS FEATURES
There are some specific windows features, which are available in the Queries
menu.
To view the windows features:
1. Log on to NSE SMART TWS.
2. On the Queries menu, select the appropriate option for which you
want to use the windows features.
Note
E.g., here the user has used the Most Active Instruments
screen.
10. Select the appropriate market watch name to which you want to
export the selected instruments from the drop-down list and click the
OK button.
11. The selected instruments get added to the Market Watch window.
12. Click the Change Color option from the right click menu.
13. NSE SMART TWS displays the Color dialog box.
14. Select an appropriate color from the Basic Colors section or define a
custom color and click the Add to Custom Colors button.
15. Click the OK button.
16. The color of the screen is changed to the selected color.
17. Click the Change Grid Font option to change the font of the display
text.
18. NSE SMART TWS displays the Font dialog box.
19. Select the appropriate font, font style and font size and click the OK
button.
20. The font of the display text of the screen is changed to the
selected font.
21. Click the Auto Size Grid Columns option from the right click menu
to auto size the columns of the grid.
22. Click the Restore Defaults option from the right click menu to
restore the default settings of the screen.
23. Click the Help option to get the help of the selected option.
Chapter
Client
In this chapter, you will learn to:
Note
Field Description
Information in
The grid displays the client, Account Code,
the grid NSECM Status, NSEFNO Status, Client
Type and Category.
Filters
Client Display
Type the appropriate name of the client
Name whose details you want to view in this field.
Client A/C Type the appropriate account code of the
Code corresponding client in this field.
Note
Tools
In this chapter, you will learn to:
▪ Portfolio Management
▪ Market Watch Alert Management
▪ View Bhav Copy
▪ Instrument WizardManagement
PORTFOLIO
NSE SMART allows the users to monitor his/her portfolio to keep a track record of
instruments. Portfolio of a client includes the instruments, which the user wants to keep track
of. The net position of the client can be known from his/her portfolio.
Export Portfolio
Keyboard access: Ctrl+2
NSE SMART TWS allows user to save a selected portfolio in the desired
location.
To export the portfolio:
1. Log on to NSE SMART TWS.
2. Click the Tools menu and select the Portfolio option.
3. NSE SMART TWS displays the Portfolio screen.
Field Description
Information in Information in the grid displays list of
the grid Instrument, Buy/Sell, Qty., Avg. Price, LTP
(last traded price), BBP (best buy price), BSP
(best sell price), MTM (mark to market), RPL
(realized profit loss).
Select Details
Clients
Select the appropriate client from the drop-
down list.
Portfolio
Select the appropriate portfolio name you want
to export from the drop-down list.
Exchange
Select the appropriate exchange from the drop-
down list.
Underlying
Select the appropriate underlying from the
drop-down list.
With RPL
Select the check box to view the portfolio with
realized profit loss.
Total Profit
This field displays the total profit.
This field is non-editable.
4. Click the Refresh button.
5. The information in the grid gets refreshed depending upon the filter
criteria selected.
6. Click the Export Port button to export the selected portfolio.
7. NSE SMART TWS displays the Save As dialog box.
8. Enter the appropriate path and name of the file to be saved by
NSE SMART TWS and click the Save button.
9. NSE SMART TWS exports the selected portfolio to the desired location.
10. Press the ESC key to return to the Market Watch window.
MW ALERT
Keyboard access: Ctrl+5
NSE SMART TWS allows the user to set alerts for a particular security on
various variables like last traded price, total traded quantity, day high, day low,
percent net change, best buy price, best sell price, best buy quantity, best sell
quantity, total buy quantity, total sell quantity and last traded quantity. If the
specified variable for a particular security does not satisfy the specified criteria
then NSE SMART TWS displays an alert message.
Adding the Alert
Keyboard access: Ctrl+5
NSE SMART TWS allows the user to set a new alert.
To set the new alert:
1. Log on to NSE SMART TWS.
2. Click the Tools menu and select the MW Alerts option.
3. NSE SMART TWS displays the NSE SMART TWS Alerts screen.
Field Description
Alert Name Type an appropriate alert name you want to
add in this field.
This field is mandatory.
Type Select the appropriate type of the alert you
want to add from the drop-down list.
The available options are:
▪ Scrip
▪ Indices
By default, Scrip is selected.
Enabled Select the check box if you want to enable the
corresponding alert.
Field Description
Exchange Seg Select the appropriate exchange segment, for
which you want to add the alert, from the drop-
down list.
The available options are:
▪ NSECM
▪ NSEFO
Note
Note
Only enabled alerts can be deleted. Alerts that are fired cannot
be deleted.
BHAV COPY
Keyboard access: Shift+F9
NSE SMART TWS allows the user to view the Bhav Copy sent by the
exchange for the specified date. The Bhav Copy displays the market statistics
of the selected trading day. It gives the details of all the contracts traded in a
particular day.
To view the bhav copy:
1. Log on to NSE SMART TWS.
2. Click the Tools menu and select the Bhav Copy option.
3. NSE SMART TWS displays the Bhav Copy screen.
Field Description
Field Description
Exchange Select the appropriate exchange segment, for
Segment which you want to take the online backup,
from the drop-down list
The available options are:
• NSECM
• NSEFO
Field Description
Backup Filter Select the appropriate backup filter from the
drop-down list
The available options are:
▪ Open Orders
Select the Open Orders option if you want to
take the backup for the open order details.
▪ Trades Done
Select the Trades Done option if you want to
take the backup for only the completed trades.
Client Acc Code Select the appropriate client account code from
the drop-down list. This field specifies the
client, whose order or trade details you want to
save.
Market Type This field is available if the selected exchange
segment is NSECM. Select the appropriate
market type, for which you want to take the
backup, from the drop-down list
The available options are:
• NL
• OL
Information in The grid displays the Order Number, Order
the grid Status, Symbol, Series, Security Name, Inst
Type, Book Type, Order Market Type, User Id,
Branch Id, Buy/ Sell, Order DQ, DQ
Remaining, Qty Remaining, Order Qty, MF
Qty, AON, Qty Traded, Price, TM Id, Order
Type, GTD Days, Order Duration,
Pro/Cli/Indicator, Client Account Code, Part
Code, Auct Part Type, Auction No, Sett Period,
Last Mod Date Time, Credit Rating, Remarks,
Entry Date Time, CP Id.
Note
Note
12. Click the button to remove all the instruments from the right
pane to the left pane of the screen.
13. Click the Cancel button to cancel the changes
made. OR
14. Click the Save button to save the new portfolio.
15. NSE SMART TWS displays the Instrument Wizard message box.
4. Select the appropriate portfolio that you want to set to market watch
from the drop-down list.
5. Click the Set To MW button.
6. The instruments of the particular portfolio are displayed in the
Market Watch window and NSE SMART TWS displays the
Instrument Wizard message box.
4. Select the appropriate portfolio you want to delete from the drop
down list.
5. Click the Delete button.
6. NSE SMART TWS displays the Instrument Wizard confirmation
message box.
Report
In this chapter, you will learn to:
Field Description
Option buttons By default the Open Orders option is clicked
when the Open Orders screen is invoked.
Exch Segment Type the appropriate exchange segment, for
which you want to generate the open orders
report, in this field.
Instrument Type the appropriate instrument type of the
Type corresponding exchange, for which you want to
generate the particular report, in this field. By
default, ALL is selected.
Symbol Type the appropriate symbol of the
corresponding instrument type, for which you
want to generate the report, in this field.
Client Type Type the appropriate client type, for which you
want to generate the report, in this field.
The client type can be:
▪ ALL
▪ CLI
Sort By
Value/Quantity Click the Value option to generate the
value wise open orders report.
Quantity Click the Quantity option to generate the
quantity wise open orders report.
Field Description
Information in The grid displays the Client Name, Exchange
the grid Order Reference number, Order Quantity,
Price, Trigger Price, Order Value, Market Type,
Buy/Sell Trade, Symbol, Scrip Code,
Series/Group, realized quantity, balance
quantity, Auction number, MF/AON, Client
Type, Client Code, SPTERM, GTD Days, ,
Order Time, product type and Remarks.
Field Description
Print Mode Click the appropriate print mode.
The available options are:
• Landscape
• Portrait
14. Click the Print button to get the print out of the report.
15. Click the Back button to return to the Open Orders screen.
16. Press ESC key to return to the Market Watch window.
TRADES DONE TODAY
NSE SMART TWS allows user to view the details of all the trades performed
in the current day. The Trade Done Today report displays the details of all
types of trades (Normal market trade, Odd Lot trade, RDM (Retail Debt
Market) trade and Auction trade).
To view the Trades Done Today report:
1. Log on to NSE SMART TWS.
2. Click the Reports menu and click the Trades Done Today option.
3. NSE SMART TWS displays the following screen.
Field Description
Option Buttons By default the Trades Done Today option is
clicked when the Trades Done Today screen
is invoked.
Exch Segment Type the appropriate exchange segment, for
which you want to generate the trades done
today report, in this field.
Instrument Type the appropriate instrument type of the
Type corresponding exchange, for which you want to
generate the report, in this field.
Symbol Type the appropriate symbol of the
corresponding instrument type, for which you
want to generate the report, in this field.
Client Type Type the appropriate client type, for which you
want to generate the report, in this field.
The client type can be:
▪ ALL
▪ CLI
Field Description
Information in The grid displays the Client Name, Exchange
the grid Order Reference number, Exchange Trade
Reference Number, Traded Quantity, Traded
Price, Traded Value, TMID (Trading Member
ID), Market Type, Order Number, B/S,
Instrument, Symbol, Scrip code, Expiry Date,
Strike Price, Option Type, Client Type, Client
Code, , Traded Time, Activity, Remarks etc.
Print Mode Click the appropriate print mode.
The available options are:
• Landscape
• Portrait
14. Click the Print button to get the print out of the report.
15. Click the Back button to return to the Trades Done Today screen.
16. Press ESC key to return to the Market Watch window.
HISTORY CONFIRMATION
The History Confirmation report shows the details of all the trades done
by the user till date and also the pending orders.
Field Description
Client Code Enter the appropriate client Code.
Strike Price Enter the appropriate strike price that you have
set when placing an order in order to generate
report of that particular order.
4. Now click OK button all the trade related reports will be generated.
Chapter
Utilities
In this chapter, you will learn to:
▪ Charts
▪ Historical Chart
▪ Assessment sheet
▪ Margin Calculator Operation
▪ Option Greek Calculator Operation
Charts
NSE SMART allows the user to view the charts of a particular security. To view
the Charts:
1. Click the Utilities menu and select the Charts option.
2. NSE SMART displays the Charts screen.
3. Shortcut key for charts is C.
4. NSE SMART displays the Charts for the selected parameter as shown in the
following screen.
Historical Charts
NSE SMART allows the user to view the Historical charts of a particular security.
To view the Charts:
1. Click the Utilities menu and select the Historical Charts option.
2. NSE SMART displays the Historical Charts screen.
3. Shortcut key for charts is G.
NSE SMART displays the Historical Charts for the selected parameter as shown in
the following screen
4. Available options are Live, One day, One month, Three month, Six month,
Candlestick and Technical Indicators.
5. Click on technical Indicator for selected instrument and select 25 technical
indicators from drop down list.
6. Following are the available technical indicators:
Field Description
Client Acc Cod Select the appropriate client account code from
the drop-down list. This field specifies the
client, whose order or trade details you want to
save.
MARGIN CALCULATOR
Keyboard Access: Shft+F4
NSE SMART TWS allows the user to calculate the span based margin for
future and options contract positions.
The inputs for a Margin calculator are:
▪ Span File
▪ Positions
To calculate the margin:
1. Log on to NSE SMART TWS.
2. Click the Utilities menu and select the Margin Calculator option.
3. NSE SMART TWS displays the Margin Calculator screen.
Field Description
Note
The user will not be allowed to compute the margin until and
unless the risk file (.spn) is uploaded to the database.
Field Description
Instrument Type the appropriate instrument type in the
Instrument text box.
Symbol Type the appropriate symbol of the
corresponding instrument in this field.
Day Until Type the appropriate Day until expiration date
Expiration of the corresponding instrument.
Strike Price Type the appropriate strike price of the
corresponding instrument in the Strike Type
text box.
Field Description
Underlying Price Type the appropriate underlying price of the
corresponding instrument.
Volatility Type the appropriate volatility in the Volatility
text box.
Interest Rate% Type the appropriate interest rate % in the
Interest Rate % text box.
Payoff TABLE
NSE SMART TWS allows the user to use the Payoff table to calculate the
values based on the Black Schools formula for European Options.
NSE SMART TWS allows the user to calculate payoff table.
To calculate the option:
1. Log on to NSE SMART TWS.
2. Click the Utilities menu and select the Options Greek Calculator
option.
3. NSE SMART TWS displays the Options Calculator screen.
4. Click the Payoff table.
Field Description
Underlying Price Type the appropriate underlying price of the
corresponding instrument.
Strike Price Type the appropriate strike price of the
corresponding instrument in the Strike Type
text box.
Field Description
Call Volatility Type the appropriate Call Volatility price of the
corresponding instrument.
Day Until expiration Type the appropriate day until expiration date for the
corresponding instrument.
Field Description
Drop-down list Select the name of the module whose short cut
Keys you want to view from the drop-down list.
Information in The columns display the key board access and its
the gird description.
My Guide
In this chapter, you will learn about:
a. User Manual
b. View FAQ’s and theirsolutions
c. Video
User Guide
NSE SMART provides User Guide on all the screens.
FAQ'S
NSE SMART enables the user to view the frequently asked questions and the
Solutions to the same
1. Click Help and Select My Guide menu and select the FAQ's option.
2. NSE SMART displays the FAQ’s screen.
3. Click the appropriate question to view the solution for it.
Video
NSE SMART provides details explanation functionality in video.
To view Video:
1. Click Help and select the guide menu and select the Video option.
2. NSE SMART displays the video screen.