BOCI SmartXpress iphone & Android Trading Platform User Guide

Transcription

1 BOCI SmartXpress iphone & Android Trading Platform User Guide 1 P a g e

2 Contents I. Start with Download P.3 P.5 II. Securities Account Login P.6 III. Quote and News P.7 P.15 IV. HK and US Securities Trading Platform P.16 P.24 V. Watch List P.25 P.27 VI. Market Information P.28 P.35 VII. Settings for Securities Account P.36 VIII. Futures Account Login P.37 P.38 IX. Market Price P.39 P.41 X. Futures Order Placing P.42 P.44 XI. Order Status and Account Details P.45 P.47 XII. Settings for Futures Account P.48 P.49 2 P a g e

3 - Start with Download Last Update on: 18th Sep For iphone users: Search boci securities limited in Apple App Store and download. For Android users: Search boci securities limited in Google Play Store and download. 3 P a g e

4 2. After installation, BOCI icon will be shown on the screen. 3.Press Agree after reading the disclaimer carefully. 4 P a g e

5 4.Select Securities Login or Futures Login. 5 P a g e

6 - Securities Account Login 1. Enter the Main Page, four options are available: i. Login: Using Online Login and Password ii. Quote: Real-time/Delayed Quotes iii. Watch list: Customized stock tracking watch list iv. Market Information: Relevant market news and global index Or simply click on the Menu Bar at the bottom and enter. Click Securities Login to enter login page. 2a. Enter User Name and Password and press Login. 2b. Save Username. There is no need to re-enter username afterward by turning on this function. *Note: Users with paid subscription are able to view real-time streaming quotes, all other users are able to enjoy 15-min delay quotes for free. 6 P a g e

7 - Quotes and News Last Update on: 18th Sep Enter the Quote page. 2. To change the stock code, I. Enter the stock code II. Press Enter 7 P a g e

8 3a. Slide the screen to the left / right to view: I. Basic Data, Technical Analysis and Related Securities II. Broker Queue To the Left To the Right To the Left: Basic Data, Technical Analysis & Related Securities 3b. Press Technical to view Technical Analysis, for example, SMA and MACD. 8 P a g e

9 3c. Press Rel Sec to view the related warrant and CBBC. To the Right: Broker Queue 3d. View the brokers queue by pressing the Bid Broker or Ask Broker bar. 9 P a g e

10 4a. Rotate the iphone horizontally on the Quote page to get the detail stock chart. 4b. Tool bars are found by touching anywhere on the screen. Change the stock code or choose the index at the upper tool bar. Choose the time interval at the lower tool bar. 10 P a g e

11 4c. Detailed options can be found by pressing this button. 11 P a g e

12 5a. View the related news of that stock by pressing Rel News. To view the news in detail, press the news title. 5b. Click the blank column to choose news type. 5c. Click onto the news title to view detailed content. 6a. Press Rel Sector to view performance of other stocks in the related sector. 12 P a g e

13 6b. Press this button to view the Volume, Turnover and Bid/Ask price of other stocks in the related sector. 7a. Press Fundamental to view the latest 5 years fundamental information of the stock, including: i. Market Data ii. Corporation Profile iii. Corporation Information iv. Balance Sheet v. Profit & Loss vi. Financial Ratio vii. Dividend 13 P a g e

14 7b. Press the dividend record to view it in detail. 8. Press Trans Log to view the transaction log of the stock on that day. 14 P a g e

15 9. Press Money Flow to view the VWAP and MFI&MF of that stock. 15 P a g e

16 - HK and US Securities Trading Platform Last Update on: 18th Sep Enter the trading interface by pressing Trade button. *or click Buy/Sell button directly to enter trading interface *or click Trade button directly to enter trading interface 2. Click US Trade button to enter US stock trading interface. 16 P a g e

17 Click Accept after reading the Important Note of US stocks trading. 2. Enter valid US stock code, or click onto the Magnifying Glass to search US stocks symbol. *Stock Quotation is unavailable for US stocks. 17 P a g e

18 *While entering valid US stock code, the corresponding stock name will be displayed at screen top. *Or click to get into search engine for US stocks symbol. User may search by either stock code or stock name. 18 P a g e

19 3a. Choose to Buy or Sell. The background will turn to BLUE when Buy is chosen; it will turn to RED when SELL is chosen. 3b. Enter the stock code intended to buy/sell for real time quote. 4a. Press + / - buttons directly to fix the order price. 4b. or enter the order price directly by pressing this button. 19 P a g e

20 5a. Press + / - buttons to fix the order quantity. 5b. or enter the order quantity directly by pressing this button. 6. A scroll bar is shown by pressing Type blank. Slide up and down to choose order type. 20 P a g e

21 7. After filling in the order price and quantity, the principal will be calculated. Press Confirm if all inputted information is correct. *or fill in intended principal directly, and the maximum placing quantity in lot size will be calculated. 8. After verification of order placing details, press Confirm if no change is needed. 21 P a g e

22 9a. View the order status by pressing Order Status. Amend or cancel the uncompleted order by pressing the order directly. 9b. To amend or cancel the order, simply tab on the order listed on the order status page, and select Cancel Order or Modify Order. Press Yes for confirmation. 22 P a g e

23 10. View all the transaction records of the account by pressing Order History. 11. View the account detail by pressing Account Summary. 23 P a g e

24 12a. View the account position in detail by pressing Account Holding. 12b. To sell stock on hand, simply click on stock hold, all relevant quantity and stock code will be carried forward to trading platform. 24 P a g e

25 - Watch List Last Update on: 18th Sep In the Quote page, press + button to add the stock into the portfolio. 2. Press Yes, create new to create a new portfolio and add the stock into the newly created portfolio. 25 P a g e

26 3. Enter the name of portfolio, press Done to build a new portfolio. 4. View the portfolio in detail by pressing the name of the portfolio. Each portfolio can contain up to 20 stocks and automatically synchronize with PowerTicker P a g e

27 5. Press this button to view Volume, Turnover and Bid/Ask price of the stocks listed in Watch List. 6. Change the content of the portfolio by pressing this button. 27 P a g e

28 - Market Information Last Update on: 18th Sep View the real time local Indices by pressing Market Info. 2a. View chart by pressing relevant index. 28 P a g e

29 2b. View delayed indices of the major markets in the world by pressing World Index. 3a. View the price of the stocks in different Sectors by pressing Sector. 29 P a g e

30 3b. View the Bid/Ask price, Volume and Turnover of individual stock in different sectors by pressing this button. 4. View the top 20 of Ordinary Shares, HSCEI, Red chips, GEM, Warrants and CBBC by pressing Ranking. User can also use the following 8 modes to check the top 20 ordinary shares in respective column: Net gain, net loss, % gain, %loss, volume, turnover, 52 week high and 52 week low. 30 P a g e

31 5a. View the performance of H shares and their respective A shares by pressing A+H. 5b. View the comparison of H shares and their respective A shares on change in stock price and premium price by pressing this button. 31 P a g e

32 6. Six options are shown on More page. Enter the pages by pressing the options. 7. Enter the foreign exchange page of USD by pressing FX on the More page. View the foreign exchange page of HKD by pressing HKD. 32 P a g e

33 8a. View the latest 5 years company information of relevant stock by pressing Fundamental on More page. 8b. The company information includes: i. Market Data ii. Corporation Profile iii. Corporation Information iv. Balance Sheet v. Profit & Loss vi. Financial Ratio vii. Dividend Record 9a. Enter News interface after pressing News on More page. 9b. Customize the news filter by pressing this button. 9c. Search the news of designated stock by entering its stock code in the blank column. 33 P a g e

34 10a. View the filtered news by pressing Custom. 10b. View the news of designated stock by entering its stock code in this blank column. 11a. View Dow Jones news by pressing DJ News. 11b. Choose news type and type the stock code to view the news of individual stock. 34 P a g e

35 12a. View HKEx news by pressing HKEx News. 12b. Search the news of individual stock by entering its stock code in the blank column. 35 P a g e

36 - Settings Last Update on: 18th Sep a. Save the Login ID by turning on this item. 1b. Style Setting: HK Style : RED for drop & GREEN for rise Mainland Style : RED for rise & GREEN for drop 1c. The choice of language setting includes: English, Traditional Chinese and Simplified Chinese. 36 P a g e

37 - Futures Account Login Last Update on: 18th Sep Enter User ID and Password and press Login. Put to save login ID Press Futures Login to enter this login page 2.Press Agree after reading the Disclaimer carefully. 37 P a g e

38 3. Press OK after reading the system message. 4. Enter home page, 7 sections are available to choose 38 P a g e

39 1. Select Exchange 39 P a g e

40 2. Select the Exchange 3. Select the product type and click Futures 40 P a g e

41 4. Select the contract month: - Click + to add into watch list - Click the product to view market quotes 5. Enter into market quotes 41 P a g e

42 1. Select product 42 P a g e

43 2. Enter market quotes 3. Select Buy or Sell for order placing 4. Select Buy or Sell : - Use + or - to adjust price and quantity - Select Order Type 43 P a g e

44 5. Order History: - To amend or cancel the submitted order here 44 P a g e

45 Order Status: Can view the following order status: - Pending: can click Amend or Cancel here directly - Partial Filled/Filled - Canceled/ Rejected - All 45 P a g e

46 Order History: Can view the order history for the last 3 months 46 P a g e

47 Can select the above 3 sections for the selected account information. 47 P a g e

48 - Settings Last Update on: 18th Sep 2017 The Logout button is located at the top-left corner The Settings button is located at the top-right corner 48 P a g e

49 Change language: - Can select the following language: English, Traditional Chinese or Simplified Chinese Auto-Logout: - Can select the following automatic logout time: 1 min, 3 min or 5 min - End - 49 P a g e