Maybank2u.com Online Stocks User Guide

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2 INTRODUCTION...1 UNIVERSAL FEATURES...2 CALENDAR FEATURE...2 SEARCH FEATURE...2 RESET BUTTON...2 PRINT BUTTON...2 BACK BUTTON...2 EXIT BUTTON...2 HOME...3 LIVE QUOTES...5 SCREEN INTRODUCTION...5 SCREEN CUSTOMIZATION...6 Theme...6 Screen Size...7 View Options & View Layouts...8 Page Navigation Column Setting Font Setting STOCKS...20 QUOTATION GENERAL INFO TRADE DETAIL All Transactions Grouped by Time Grouped by Time (Chart) Grouped by Price Grouped by Volume Buy vs Sell ODD LOTS INFO ANNOUNCEMENT HISTORICAL CHART INDICES...33 LISTING INTRADAY CHART COMPARISON MARKET...38 SUMMARY SUMMARY BY SECTOR INTRA DAY DETAIL TRADE MONITOR ANNOUNCEMENT / NEWS FAVOURITES...48 SEARCH...55 PROFIT/LOSS CALCULATOR...58 PROFIT/LOSS CALCULATOR SETTINGS Preset Default settings but allow me to change the brokerage rate THE TRANSACTION COST OF BUYING / SELLING STOCK II

3 THE PROFIT/LOSS ON SALE OF STOCK THE SELLING PRICE OF STOCKS IN ORDER TO GET A SPECIFIC AMOUNT / PERCENTAGE OF PROFIT. 64 ONLINE TRADING...66 TO BUY AND SELL TO REDUCE AND CANCEL TRADE HISTORY...73 ONLINE ENQUIRIES...74 ACCOUNT SUMMARY CONTRA ENQUIRY CONTRA HISTORY ENQUIRY EXPECTED SETTLEMENT ENQUIRY SELLABLE LIST SETTLED TRADES ENQUIRY SHARE PORTFOLIO Third Party Information UNCLEAR TRADE HISTORY Viewing Contract Details NEWS & ANNOUNCEMENTS...88 RESEARCH...89 LOGOUT...90 III

4 INTRODUCTION The Online Stocks allows users to read the latest news related to the share market, view the KLCI, and 2nd board, view the top 10 most active counters, make online enquiries, view live quotes, and trade online. To access Online Stocks System click on the Maybank Share Investment Centre link. The next screen shall appear. Welcome to the Main page of Maybank s Electronic Client Ordering System. Each portion of this page shall be explained in more detail below. Reminder: Please ensure that your pop-up blocker is disabled to access E-Trade functions. This is the Navigation bar. Link to various functions of the system can be accessed these set of links. 1

5 UNIVERSAL FEATURES Calendar feature This icon activates the calendar feature. Click the date to automatically insert into the text box. Click Click to select a month. to select a year. Search Feature Apart from various fields to fill in searches, alternatively leaving any search field blank defaults the search to all information respective to that module. Reset Button This button clears all fields or back to default. Print Button This button prints the contents of current page. Back Button This button navigates the user to the previous screen. Exit Button This button closes and exits the current window. 2

6 HOME This page gets you to the Main Page. Navigation Bar This is the Navigation bar. Link to various functions of the system can be accessed these set of links. Special Announcement This display all the latest announcements from MAYBANK2U.COM ONLINE STOCKS. To view detailed announcements click the more link. AFX News This displays all the latest announcements form Bursa Malaysia. To view detailed announcements click the more link. On the right hand portion of main page that is displayed upon login, a line chart of the KLCI and also the 2nd board is displayed. To navigate between these 2, just mouse over the tab i.e. mouse over the KLCI tab to view the KLCI graph and mouse over the 2nd board tab to view the 2nd board graph. 3

7 10 Most Active Counters, Top Gainers and Top Losers At the bottom right of the Home page, users are able to view the real time details of the 10 most active counters, top gainers and top losers. Users may navigate between these 3 by putting the mouse over the tabs. 4

8 LIVE QUOTES Activates Live Quotes. Screen Introduction Figure 1 Screen Introduction Stocks: Quotation The active screen displayed upon login will be the screen that has been last viewed by users e.g. If My Favourites folder may be displayed upon login if it was the last screen you have viewed during your previous login. Note: Your Online Stocks may not appear exactly as displayed above. The theme and layout differs for each users as the layout and theme is customizable by the users upon users choice 5

9 Screen Customization Theme The theme is a custom graphical appearance for a software or program The theme for Online Stocks consist of light and dark color combinations to suite your needs Select the theme that you are most comfortable with e.g. we will be using the theme Sky Dark throughout this entire User Guide To select a theme, click on the drop down menu and select a theme which you feel most comfortable with There are 6 pairs of color combinations for you to select from You may view the sample of the various themes in Appendix E at the end of this documentation Figure 2 Theme Selection 6

10 Screen Size There are 2 display sizes available for your selection i.e x 768 pixels and 800 x 600 pixels. The screen size selection allows you to select the screen size that your computer is using so that the system may be displayed properly e.g. not too big or not too small. Figure 3 Screen Size Selection 7

11 View Options & View Layouts View Option is what can be seen on the screen. There are 6 different views to select from. To select the views, click any of the numbers When the view is selected the selected view number will be larger and is cyan in color view is selected the selected view number will be larger and is cyan in color Figure 4 View 5 Displayed In each view, you may select a different view layout. There are 20 view layouts for you to select from for each view. 8

12 Figure 5 Change View Layout The view layout selected will be the default layout for the selected view e.g. for View 3 we may be using Layout 20 and for View 4 we may be using Layout 1 You may choose your 6 Favourites layouts and set them into the 6 views available To set the layouts into the views, click on any of the view numbers Click the Change View Layout icon The preview and description of each view layout is displayed Select the desired layout Select whether the quotations are to be displayed in list view or card view Click <OK> 9

13 Figure 6 Change View Layout Card View Figure 7 Change View Layout List View 10

14 Panels The difference between each view layout is the panel arrangement and the panel combinations There are 7 different panels which displays different information i.e. index chart, heartbeat volume, transaction heartbeat, most recent transactions, best buy/sell, fast quote and handy information Index Chart Index Chart displays a Chart of the Composite Index To set the Index Chart as one of the panels, you may select layouts number 6, 9, 10, 11, 14, 17, 20 Figure 8 Index Chart Composite Heartbeat Volume The heartbeat volume is the calculation of volume displayed in a line graph format for every minute The heartbeat volume allows you to analyze the volume involved for every minute Basically the higher the volume is for each minute, the more active the market is indicated to be To set the Heartbeat Volume as one of the panels, you may select layouts number 7, 9, 10, 12, 14, 15, 18, 20 Figure 9 Heartbeat Volume/min 11

15 Transaction Heartbeat The transaction heartbeat is the calculation of transactions incurred for each minute displayed in a line graph format The transaction heartbeat allows you to analyze the number of transactions for each minute Basically the higher the number of transactions is for each minute, the more active the market is indicated to be To set the Transaction Heartbeat as one of the panels, you may select layouts number 8, 9, 10, 13, 14, 15, 19, 20 Figure 10 Heartbeat Transactions/min 12

16 Most Recent Transactions This panel displays the most recent transactions in Bursa Malaysia If the list moves continuously displaying the most recent transactions, the more active the market is indicated to be To set the Most Recent Transactions as one of the panels, you may select layouts number 3, 4, 5, 14, 15, 16, 17, 18, 19 Figure 11 Most Recent Transactions Best Buy/Sell The Best Buy/Sell panel displays the 3 best buy prices and 3 best sell prices for a selected counter This panel also displays the volume and the total price involved for the selected counter The Best Buy/Sell panel is always displayed with the Handy Information Panel To set the Best Buy/Sell as one of the panels, you may select layouts number 2, 3, 4, 5, 6, 7, 8 Figure 12 Best Buy / Best Sell Handy Information The Handy Information panel displays information, which may be useful to be viewed You may change the information to be displayed in this panel You are only allowed to display a maximum number of 8 items in this panel To set the Handy Information as one of the panels, you may select layouts number 2, 3, 4, 5, 6, 7, 8 Figure 13 Handy Information Panel 13

17 Fast Quotes With the Fast Quotes in view, when you search for a stock name or stock code, the details of the searched stock will be displayed in the Fast Quote panel without replacing the other stock quotations being displayed. To set the Fast Quotes as one of the panels, you may select layouts number 11, 12, 13, 20 Note: The stock name / stock code must be the exact stock name / stock code keyword in Bursa Malaysia during search in order for the stock details of the searched stock to be displayed in the Fast Quotes panel Figure 14 Fast Quotes Page Navigation In the Stocks Quotation page, there is only 20 stocks displayed in a page For categories which contains more than 20 stocks, you will have to navigate to the next page to view the rest of the stocks To navigate to another page, click on the right pointed arrow on the top right of the screen or press Ctrl + Page Down on your keyboard To navigate to previous page, click on the left pointed arrow on the top right of the screen or press Ctrl + Page Up on your keyboard To navigate to the last page of the displayed category, click on the right pointed arrow pointed towards a vertical line or click Ctrl + End on your keyboard To navigate to the first page from any other pages, click on the left pointed arrow pointed towards a vertical line or click Ctrl + Home on your keyboard You will be able to see the selected stocks position, the total stocks in the active page, the current page being viewed and total number of pages for that category displayed represented by the numbers in between the arrow shape buttons. 14

18 E.g. the Stock APLAND is in position number 12 on page number 1 Figure 15 Stocks: Quotation Page 1 position number 12 selected Column Setting You can choose the columns that you want to view when viewing the stocks quotation. You can also rearrange the columns i.e. moving the column before or after another column or arrange the stock quotations according to either ascending or descending order To select the columns to be displayed, click on the Customize Columns icon 15

19 Figure 16 Customize Columns On the left side is the list of columns that can be added and on the right side are the columns that has already been added To add the column, select the column on the left side and click <Add> To remove a column, select the column on the right side and click <Delete> To arrange the columns, select the column and drag it up or down or click <Move Up> or <Move Down> You can also rearrange the columns when in the stocks quotation screen by clicking and dragging on the column bar and dropping it to the location you want To resize the column, place your mouse at the column line until you see this mouse cursor and then drag the column. Drag the column to the left to make the column smaller and to the right to make the column bigger. To rearrange the order of the stocks in either ascending or descending order, select the column that the stocks want to be arranged in ascending or descending order and click on the selected column bar e.g. The Stock column bar is clicked and all the Stocks are arranged according to the stock name in alphabetical order 16

20 Figure 17 Stocks Arranged according to Stock Name in Ascending Order The arrow facing up on the bar indicates that the stocks are arranged in ascending order and the arrow facing down on the bar indicates that the stocks are arranged in descending order Click on the column bar again to change the arrangement order from ascending to descending or vice versa Font Setting This allows you to change the font size, font type and font style to a font that is readable to you e.g. long sighted users may want to enlarge their fonts for ease of readability 17

21 To change the font, click on the Change Stock List Font icon Select the font type, font style and font size Click <OK> Figure 18 Change Stock List Font The fonts displayed is Monotype Corsiva as can be seen in the figure. Figure 19 Font Changed 18

22 If the columns Simplified Chinese Stock Name or Traditional Chinese Stock Name is a column in the stocks quotation screen, you will be able to see a drop down menu whereby you can select whether you want to change the font for English text, Simplified Chinese text or Traditional Chinese text when you click on the Change Stock List Font icon. Simplified and Traditional Chinese language support must be installed into your system to take advantage of this feature. Figure 20 Change Stock Font Select Text Type 19