Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit...

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Transcript of Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit...

Registration

Register in angel eye from here.

Angel & non-Angel clients can register and benefit from the application.

Registration for Angel clients

For angel clients.

Input client code & mobile or PAN no.

Registration for non Angel clients

Registration for non- Angel clients.

Input your mail id and other details and click on submit.

Login of Client

Angel Client can login here with his client code .

Non angel client should login with email Id

Home Page

Asset allocation & equity sector allocation

Latest news

Shows net worth /equity worth.

Graph shows last 3 months performance of holdings. Latest recommendations

by Angel.

Click portfolio level and select your/family portfolio.

Contact us information and Chat featuresSensex and Nifty

InformationYour Relationship Manager

Name and details

PORTFOLIO

EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN MODEL PORTFOLIO PERFORMANCE CHART

FIXED DEPOSIT INSURANCE REAL ESTATE OTHERS CASH ASSET ALLOCATION

Portfolio- Equity The dropdown box can be selected for viewing the Holdings, P&L, & their views

Click on “add” to add scrip.

Utilities- FAQ’s, printout, export to excel.

The small icons below company name are Chart, Research, News ,Corporate actions, Alert

Click “all transactions” or “off market transactions” to view details.

Portfolio shows Equity holdings.

Transaction history

Transactions of a co. can be viewed on clicking the quantity field

Company snapshot

Click on company name to view company snapshot

Profit & LossSelect options from here to view P&L / CA etc.

Portfolio- Mutual Funds

Portfolio- Derivatives

Portfolio- Commodity

Portfolio- Currency

Portfolio- Loan

Portfolio- Fixed Deposit

Portfolio- Insurance

Portfolio- Real Estate

Model Portfolio

Compare your model portfolio with actual portfolio from here.

Asset allocation

Asset allocation of client portfolio.

Performance chart

RESEARCH

Summary Angel research News Interactive chart Watch list Knowledge center News Flash

Research Summary

Angel Research

Click on “report type”

Research- Angel Compass

This is a stock screener which allows filtering of stocks based on different parameters.

Research- Interactive chart

Input Co. name & select segment and click ADD button to view chart.

Select month/year from the options given.

Watch List

Create a Watchlist of your favourite stocks .

View various details upon clicking the dropdown.

Research- Knowledge Center

This page contains the FAQ’s on general queries .

News Flash

News Flash provides live news from over 1.5 million resources

ACCOUNTS

Backoffice

About Back-office

Back-office has all the relevant details of the client:

It shows the transactions and snapshot of funds of the client.

It shows various holdings that the client may have in his Account. For e g; security holdings, DP holdings etc.

In Reports, client can view his statements, contract notes, his various transactions.

Research is about the Angel research and analysis reports of companies.

The other options available in back office are products and favorites.

Backoffice This shows the snapshot details of client portfolio.

This section has the client personal details.

UTILITIES

Alerts Calculators Family My profile Preferences

Utilities- Alerts

Utilities- Calculator

Utilities- Add Family

Client can add his family members in his portfolio from here.

Coming Soon !!

TRADE

TRADE

ACCOUNTING & TAXATION

Assists in filing IT returns

Assists in personal accounting

Contact Us

Following are our contact details:

Call us at 3355 1111 (Local Charges Apply)

e-mail us at angeleye@angelbroking.com

THANK YOU