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W elcome to

W elcome to. Anand Rathi Financial Services Ltd. STREAMER MANUAL. Login : Go to Internet Explorer and log on to www.trade.anandrathi.com . In order to Log in the Trading Platform, use the Login ID and Password sent to you from admin@rathi.com.

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W elcome to

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  1. Welcometo Anand Rathi Financial Services Ltd.

  2. STREAMER MANUAL

  3. Login : Go to Internet Explorer and log on towww.trade.anandrathi.com. In order to Log in the Trading Platform, use the Login ID and Password sent to you from admin@rathi.com .

  4. Put in your Login ID and Password in the highlighted place to log on to the Trading platform.

  5. Encircled is the Market Watch option under Trade menu.

  6. Encircled are the options to Set Market Watch, Add scrip and Delete scrip.

  7. The Set Market Watch Window will open when you click on “Set Market Watch” option above the Market Watch. This window contains options like “Market Watch Name”, “Create Market Watch”, “Set as Default”, “Delete” etc.

  8. Encircled is the window where you can put a name for the new Market Watch and then click on CREATE option.

  9. Top Encircled part is the place where you can get the Drop Down list OR select the next encircled options if you right click on the Market Watch in order to Add/ Delete a scrip.

  10. Go to the highlighted portion and select a scrip. Then click on “Add” or “Remove" option to Add / Remove that scrip from the selection. Finally click on “Add to Market Watch” option to add the selected scrips in the Market Watch.

  11. Click on the encircled icon to view the new Market Watch.

  12. Select the name of the Market Watch that you wish to see from encircled portion of the screen.

  13. Encircled is the place where the Drop Down list is available. Select Buy Order from the List. The blue screen below is Buy Order window.

  14. Encircled is the place where Drop Down list is available. Select “Sell Order” option from the list . The red screen below is Sell Order window.

  15. Encircled is the Place where the Drop Down list is available. Select “AM Buy Order” option from the list. The blue screen below is AM Buy Order window.

  16. Encircled is the place where the Drop Down list is available. Select “AM Sell Order” option from the list. The red screen below is AM Sell Order.

  17. Encircled is the place where the drop down list is available. Select “Order Book” option from the list. The black window above is Order window.

  18. Encircled is the place where the drop down list is available. Select “Trade Book” option from the list. The black window is the Trade Book window.

  19. Encircled is the place where drop down list is available. Select “RMS Limits” option from the list. The highlighted window is RMS Limits window.

  20. Encircled is the place where the drop down list is available. Select “Position” option from the list. The highlighted window is Position Report window.

  21. Click on “Back Office Reports” to view trade relatedinformation.

  22. This is the back office page which appears on the screen if you click on “Back Office Reports”. If you visit the Back Office page for the first time, you need to put in your Login ID, password and click on “Enter Back Office”.

  23. This is the Back Office page which appears when you click on Back Office reports.

  24. Click on Management Reports and then click on Offline Reports to view trade related information.

  25. Click on the Exchange for which you wish to view the information. Once you click on the exchange, the Reports option appears which contains a list of information available.

  26. Once you click on Reports option, this drop down list appears. Click on Client Position to view your overall position for a particular day / time period.

  27. Put the date range for which you wish to view the details in the highlighted area and then click on “Submit” option or press “Enter”.

  28. Click on “Finance Reports” under Finance Accounting. Click on “Daily Reports View” to view your ledger balance.

  29. Click on the encircled area to view combined ledger balance for all the exchanges .

  30. Accounts Reports menu appears on the screen once you click on “Combined Ledger”. Click on “Party Ledger” option to view the ledger balances.

  31. Put in the time period for which you wish to view the ledger balance and click on “Submit”.

  32. This is the “Combined Ledger Balance” page which appears on the screen when you click on “Submit”.

  33. Select the encircled “Trade Book” option from the drop down menu in order to convert positions.

  34. Encircled are the places where you can select the particular trade to convert your position and select the type of trade that you want to convert to.

  35. Encircled is the place where you can select order type “Stop loss” for Stop Loss Order. Once you have done it, specify the quantity, Trigger Price and then click on the “Submit” option.

  36. Encircled is the Settings option where you can change Color settings & Font settings as per your convenience.

  37. This is the Settings window where you can Add / Remove a column in the market watch. Click on Color to select the colors in the market watch.

  38. This is the color settings window where you can change the color settings. Click on “Save” to save the new color settings.

  39. Click on the encircled “F” icon to change the Font Settings.

  40. This is the color settings window which appears on the screen when you click on “F”. Select the font name, style, size and click on “OK” to save the Font Settings.

  41. Encircled is the “Holdings” option where you can view the holdings in your demat account.

  42. Highlighted is the “Holdings” window where you can view your demat holdings.

  43. Highlighted is auto order window that appears under the market watch when you click on Market Watch option.

  44. You can select the Exchange, Settlement type and search for any scrip by just mentioning the initials of the scrip (encircled). Specify the quantity and price of the scrip at which you want to place Order.

  45. Encircled is “Pay In” option under the head “Fund Transfer”. Click here to transfer your funds online.

  46. Encircled is the place where you can select the “Bank Name” and the “Exchange”. Mention the amount in figures in the place given and then click on “SUBMIT” option.

  47. Encircled is the place where you can put your “Customer ID” and “IPIN / password” for internet banking and then click on “Login” option.

  48. Encircled is the place where you can select your Bank account details & then, click on “Continue” option.

  49. Encircled are the options to either go “Back” or to “Confirm” the details displayed in the window. Click on “Confirm” option to complete the process.

  50. This window containing the message “Transaction Success” appears when you click on “Confirm” option. To close this window, click on “Close” option.

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