Maybank2u Stock

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M2U Online Stocks - Live Quotes User Guide Getting Started

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Maybank2u Stock

Transcript of Maybank2u Stock

  • M2U Online Stocks - Live Quotes User Guide

    Getting Started

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    TABLE OF CONTENTS

    TABLE OF CONTENTS .......................................................................................... 2 Getting Started ................................................................................................... 3

    Universal Features .............................................................................................. 4 INTRODUCTION.................................................................................................. 5

    Live Quotes Screen Introduction ........................................................................... 7 Screen Introduction ............................................................................................ 7 Home: Customised Panel Window ......................................................................... 8

    Home: View Option & View Layout ..................................................................... 8 Home: Panel window ........................................................................................ 15

    Panel Window : Stock Quote List ..................................................................... 16 Panel Window : Fast Quote ............................................................................. 17 Panel Window : Mini Ranking .......................................................................... 21 Panel Window : Mini Index Chart ..................................................................... 22 Panel Window : Mini Market Summary .............................................................. 23 Panel Window: Market Trade Monitor ............................................................... 24 Panel Window : Heartbeat Volume, Transaction .............................................. 27 About Option and Link Function in Panel Window ............................................... 29

    Home: Stock Font Setting .................................................................................. 31 Customise Columns ....................................................................................... 34 To Add Column(s) to the price feed .................................................................. 35 To Remove Column(s) from the price feed ........................................................ 35 To Move Up / Down Column(s) on the price feed ............................................... 36 Apply Customise Columns Changes to the selected group ................................... 37 To Arrange Columns Directly from the Price Feed Screen .................................... 39 To Insert a New Column, Remove or Freeze Column .......................................... 41 Show Handy Info ........................................................................................... 44 Change Quotation List .................................................................................... 47

    Appendix ......................................................................................................... 49 Add Trusted Site ............................................................................................ 49

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    Getting Started

    What is M2U Online Stocks?

    An upgraded version of the web-based application that gives users access to the stock

    market from the convenience of the desktop. You can monitor stocks, indices, and the

    market in real-time, track their movement over the trading day, or review how they

    performed in the past.

    How to access M2U Online Stocks?

    1. On completion of the loading phase, double click on your Web Browser e.g.

    Internet Explorer and enter the web address which directs you to M2U Online

    Stocks.

    2. Enter your User Name and Password into the input boxes available.

    Note:

    User Name (Up to 15 alphanumeric characters) E.g. usrxxx, usr123, etc

    Password (Between 8-10 characters) E.g. secret123

    Note: You will notice that as you enter each character of your password, the system

    will replace it with an * on the screen for confidentiality and security purposes.

    3. Click to proceed with login.

    4. When you have logged in successfully, the system will determine the appropriate

    combination of the application menu screens to be displayed to you according to

    your status and needs.

    5. You may proceed to the M2U Online Stocks via the available menus.

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    Universal Features

    Feature Name Image

    This icon

    activates the

    calendar feature.

    Click the date to

    automatically insert

    date into the text

    box.

    To select different months, click

    To select different years, click

    To go to previous or advanced years select the left and right arrow

    from

    Name Description

    Search Apart from various fields to fill in searches, alternatively leaving any search field

    blank defaults the search to all information respective to that module.

    1

    2

    3

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    INTRODUCTION

    The M2U Online Stocks WebECOS allows users to read the latest news related to the

    share market, view the Main Market and ACE Market, view the top 10 most active

    counters, make online enquiries, view live quotes, and trade online.

    To access M2U

    Online Stocks, go

    directly to

    https://ost.mayba

    nk2u.com.my

    . The logon screen

    shall appear.

    After keying in

    Username and

    Password, you will

    be prompted to

    Welcome to Online

    Stocks page.

    Click on the

    Maybank Equities

    Investment

    Centres link.

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    M2U Online Stocks

    landing page will be

    displayed.

    Reminder: Please ensure that your pop-up blocker is disabled to access

    M2U Online Stocks functions.

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    Live Quotes Screen Introduction

    Screen Introduction

    Figure 1. Screen Introduction Stocks: Quotation

    This screen will be displayed if you select Stocks > Quotation from the menu.

    NOTE: Your WebECOS Live Quote may not appear exactly as displayed above.

    The layout may differ for each user as the layout is selectable by users upon his /

    her choice. Systems customisation and users right also applicable in this live-

    quotes display.

    No. of Losers

    SE Time Buy Rate

    SE Date No. of Gainers Total Volume

    Counters Unchanged

    Total Value

    Composite Index (Change,%Change)

    Ranking & Toolbars

    Position of selected Stock/Stocks per

    Page/Current Page/Total No. of pages

    PageTitle

    Menu

    Switch to HTTP Real Time Mode

    Connection Status

    Search

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    Home: Customised Panel Window

    At the Home screen, the Stock Quote List, Fast Quote, Mini Index Chart, Mini

    Ranking, and etc. are placed into a designated panel window. Combination of various

    panel window creates a Layout.

    Home: View Option & View Layout

    View Option Choose specific view

    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 .

    The selected view number will be displayed in bigger font size, italic formatting

    and is cyan in color.

    Figure 2. Selected view displayed

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    View Layout Choose Specific Layout

    At the Home area, there are approximately 15 layout views labeled as Layout A until

    Layout O for you to select from. The difference between each view layout is the panel

    window combination.

    Figure 3. Home: View Layout Selection

    Select the layout that you are most comfortable with. We will be using a few layouts as

    examples through this entire User Manual.

    To select / change a layout, click Change View Layout .

    Select layout from the available list.

    View Layout Selection

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    Figure 4. Change View Layout (selected is the Layout N)

    The selected view layout will be saved and will remain until your next visit to the system.

    NOTE: You must add the websites address in the trusted site in order to save

    any changes or customisation made to the live quotes . Refer to Appendix at the

    bottom page for details.

    Select Layout N

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    View Layout Use Default View

    Select this option from the View Layout list to view the default view settings for View 1

    until View 6. For example, the default view selection can be seen at View 2.

    Figure 5. View Layout Use Default View option

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    View Layout Use Default for All Views

    If you select this option, all your six views will apply the default layout

    as their current view layout.

    Default setting for View 1:

    Figure 6. View Layout Default Setting for View 1

    Default setting for View 2:

    Figure 7. View Layout Default Setting for View 2

    Default View 1

    Default View 2

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    Default setting for View 3:

    Figure 8. View Layout Default Setting for View 3

    Default setting for View 4:

    Figure 9. View Layout Default Setting for View 4

    Default View 4

    Default View 3

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    Default setting for View 5:

    Figure 10. View Layout Default Setting for View 5

    Default setting for View 6:

    Figure 11. View Layout Default Setting for View 6

    Default View 6

    Default View 5

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    Home: Panel window

    The Panel window is the main viewing source at the Home screen layout selection and

    are as listed below:

    Stock Quote List

    Technical Analysis (detailed explanation in Stocks: Technical Analysis section)

    Fast Quote

    Mini Ranking

    Mini Index Chart

    Mini Market Summary

    Market Trade Monitor

    Heartbeat

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    Panel Window : Stock Quote List

    Displays the real time stock quotations of the stocks listed under Bursa Malaysia. Stock

    Quote List is the smaller panel version of Stocks : Quotation section. The

    functionalities are all similar with Stocks : Quotation window as explained in Stocks :

    Quotation section except the Stock Quote List comes with extended functionality.

    Figure 12. Panel Window: Stock Quote List panel

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    Panel Window : Fast Quote

    With the Fast Quote 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.

    NOTE: The searched stock name / stock code must be the exact stock name /

    stock code used in Bursa Malaysia in order to display the search result in the

    Fast Quote panel

    For example, on the Home screen, select a Fast Quote and then type in your stock

    search criteria for example AIRASIA stock to replace ANCOM stock.

    Figure 13. Fast Quote: Search AIRASIA Stock to replace ANCOM Stock

    Press enter or click the Search icon to view AIRASIA stock in the selected Fast

    Quote.

    Figure 14. Fast Quote: AIRASIA Stock replaced ANCOM Stock

    Type in AIRASIA

    AIRASIA replaced ANCOM stock

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    Figure 15. Fast Quote: Fast Quote panel

    To search for another Stock Name in the Fast Quote, just type in the first letter and

    Fast Quote will sort down all the related Stock Names for you. For example, search for

    KNM stock. On the second letter, N, the list has been reduced to only 6 names and

    KNM was one of it. Click on KNM to view KNM stock details in the Fast Quote panel.

    Figure 16. Fast Quote: Search for Stock

    Fast Quote

    Type in Stock Name here

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    The top area displays the five best buy queue prices. Right-click to select Quantity Bar

    and No of Order figure display. Uncheck if you want to remove any or both figure

    display.

    Figure 17. Fast Quote: Show Quantity Bar and No of Order option

    At the lower area of the Fast Quote panel, you can right-click and then select to change

    the displayed contents for your viewing.

    Quantity Bar

    No of Orders

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    Figure 18. Fast Quote: Right-click Option list

    Right-click on the extended panel to view option box such as Handy Info, Latest

    Transactions, Grouped By Volume, By Price or By Time. Select from the available

    option list to view the information for each one.

    Option List

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    Panel Window : Mini Ranking

    The Mini Ranking panel lists out the simplified version of stock rankings such as:

    Most Active (Volume)

    Top Gainers

    Top Gainers (%)

    Top Losers

    Top Losers (%)

    To change ranking information, right click on the Mini Ranking window and select from

    the list displayed in the pop-up list window as shown in figure below.

    Figure 19. Mini Ranking: Most Active (Volume)

    Next screen shows the result of Most Active (Volume) ranking information replaced

    with Top Gainers(%) ranking information.

    Figure 20. Mini Ranking: Mini Ranking (Top Gainers(%))

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    Panel Window : Mini Index Chart

    Mini Index Chart displays the chart of the Composite Index.

    Figure 21. Mini Index Chart: Composite

    You may change your preferred composite index chart for viewing by clicking the Option

    icon. A pop-up list will be displayed for you to select.

    Figure 22. Mini Index Chart: Indices listing

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    Panel Window : Mini Market Summary

    Displays quick information and summary of existing markets in Bursa Malaysia. Mini

    Market Summary consists of a pie chart and important figures related to selected

    market information such as Up, Down, Unchanged, Untraded, Suspended counters

    including total Volume and Value of daily transactions. Right-click to select the market

    to view its summary.

    Figure 23. Mini Market Summary: Right-click to select market to view markets summary

    Figure 24. Mini Market Summary: After change

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    Panel Window: Market Trade Monitor

    Displays trades as if they are executed in the market. The more transactions and the

    faster transactions executed are displayed, the more active the stock market is.

    The total number of transactions displayed in the Market Trade Monitor depends on the

    panel window size. The bigger the panel window size, the more transactions will be

    within the panel.

    Figure 25. Market Trade Monitor: Main

    NOTE: For stocks contained in any of your Favourites folder, there will be a

    coloured heart shape displayed beside the stock name.

    refers to counters in your Favourites that are gaining.

    refers to counters in your Favourites that are losing based on the days

    opening prices

    refers to counters in your Favourites that are unchanged.

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    To customize the stocks to be monitored, right click and then select Option.

    Figure 26. Market Trade Monitor: select Option

    To view all stocks, select All Stocks.

    To view selected stocks, select Stocks in Selected Group and select the boards

    or any of your My Favourites folders e.g. select only Main Market Stocks to

    monitor stocks from the Main Market Stocks.

    You can also use the highlight function to highlight a stock if the last done volume

    reaches a limit that you want by checking the checkbox available and entering the

    total lot volume for the stock to be highlighted.

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    Figure 27. Market Trade Monitor: Options

    Stocks listed in your Favourites folder will be indicated in the trade monitor as

    , , or .

    refers to counters in your Favourites that are gaining and indicates

    counters in your favourites that are losing based on the days opening prices

    while indicates counters in your Favourites that are unchanged.

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    Panel Window : Heartbeat Volume, Transaction

    The Heartbeat screen allows users to gauge the markets trade activity. The screen

    shows the relative traded volume per minute and traded transactions per minute of the

    market based on the trades occurring at that moment in time.

    This monitoring tool allows users to easily detect if the market is actively traded.

    Figure 28. Heartbeat Volume/min, Trans/Minute

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    Page Navigation

    In the Stocks : Quotation screen, there are up to 50 stocks displayed per page. For

    categories which contain more than 50 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 page, 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 shaped buttons

    .

    For example, the Stock TENAGA is in position number 10 of 50 stocks displayed

    on page number 1 of 10 pages as shown in figure below.

    Figure 29. Stocks: Quotation: Page 1 of total 10 pages with position number 10 of 50 selected

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    About Option and Link Function in Panel Window

    Option Function

    The Option function in a single mini window consists of sub-function known as Switch.

    Switch sub-function allows you to easily change information displayed in your pop-up

    windows on a single click. Depending on the panel size, the bigger the panel, the more

    information is available for the panels display switching.

    Switching the panel window in WebECOS

    Example 1:

    1. Select a small Fast Quote panel.

    2. Click Option icon and point to Switch.

    3. Notice that options are limited to a few choices that are Mini Ranking, Mini

    Index Chart, Mini Market Summary, Market Trade Monitor and Heartbeat.

    4. Select either one of the listed options.

    Figure 39. Panel Window: Switch Option (before)

    5. You will see that the information in your panel window and also in the Switch

    options will change according to your selection.

    Figure 39. Panel Window: Switch Option (after)

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    Example 2:

    1. Select a bigger Stock Quote List panel.

    2. Click Option icon and point to Switch.

    3. Notice that there are more than 5 options available.

    4. Select either one of the listed options.

    Figure 40. Panel Window: Bigger Panel Switch Option

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    Home: Stock Font Setting

    This setting allows you to change the stock 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 font for ease of

    readability.

    1. Click the Change Stock List Font icon.

    2. Choose from tab for example Latin Text.

    Figure 45. Change Stock List Font: Font setting

    3. Select from Font, Font style and Size list.

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    4. Click OK.

    5. The font displayed is Monotype Corsiva as can be seen in Figure 46.

    Figure 46. Change Stock List Font: Font Changed

    6. Another example, select Choose Font for Simplified Chinese Text.

    7. Click OK.

    Figure 47. Change Stock List Font: Select Simplified Chinese Text

    8. The Simplified Chinese Text font is used.

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    Figure 48. Change Stock List Font: Stock Font Simplified Chinese Text

    NOTE: Assuming that the columns Simplified Chinese Stock Name or Traditional

    Chinese Stock Name have been added as part of the customized columns to be

    viewed in the Stocks : Quotation screen

    Simplified and Traditional Chinese language support must be installed into your

    system to take advantage of this feature

    The Change Stock Font only affects the font in Stocks : Quotation screen.

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    Customise Columns

    You can choose the columns that you want to observe when viewing the stock

    quotations.

    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.

    1. To select the columns to be displayed, click on the Customise Columns icon

    Figure 30. Customise Columns selection

    2. On the left side is the list of columns that can be added and on the right side are

    the columns that have already been added to the price feed/live quote.

    1 2

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    To Add Column(s) to the price feed

    1. To add column(s), select the column(s) on the left side and click Add.

    Figure 31. Customise Columns: Add Column(s) selection

    To Remove Column(s) from the price feed

    1. To remove column(s), select the column(s) on the right side and then click

    Delete.

    Figure 32. Customise Columns: Delete Column(s) selection

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    To Move Up / Down Column(s) on the price feed

    1. In the Selected Columns area, the columns are arranged from left to the right

    of the price feed screen. To arrange the columns, select the column and drag it

    up or down or click Move Up or Move Down. Move Up means the columns are

    arranged to the left of the price feed screen. Move Down means the columns

    are arranged to the right of the price feed screen.

    Figure 33. Customise Columns: Move Column(s) up or down

    Moved Up from Previous Location

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    Apply Customise Columns Changes to the selected group

    1. From Customise Columns box, click OK once you are done with the previous

    customisation.

    2. Next is for you to select groups to apply the customised columns setting. Click

    Select All if you want it to apply to all existing groups.

    3. Select your preferred groups by checking on the check boxes and then click OK.

    Figure 34. Customise Columns: Apply the Customise Column(s) selection to groups

    4. The settings will be applied to your price feed screen for the selected group as

    below:

    Figure 35. Customise Columns: Before Move Up column process

    Revenue column

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    Figure 36. Customise Columns: After Move Up column process

    Revenue column

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    To Arrange Columns Directly from the Price Feed Screen

    You can also re-arrange the columns when in the stocks quotation screen by clicking and

    dragging on the column bar and dropping it to the location you want.

    1. To resize the column, place your cursor at the column line until you see this

    cursor and then drag the column.

    2. Drag the column to the left to make the column smaller and to the right to make

    the column bigger.

    Figure 37. Customise Columns: Resize Columns

    Drag to the Right for Bigger Column Size

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    3. To rearrange the order of the stocks in either ascending or descending order, go

    to the respective column and click on the selected column(s) bar (title). For

    example. the Stock column bar is clicked and all the attributes grouped under

    Stock are arranged according to the stock name in alphanumerical order.

    Figure 38. Customise Columns: Sort Ascending

    4. 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.

    5. Click on the column bar again to change the arrangement order from ascending

    to descending or vice versa.

    Click Stock Column to Sort

    Ascending (Up Arrow)

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    To Insert a New Column, Remove or Freeze Column

    Some of the new features in this system include inserting a new column, removing

    existing columns or freezing the available columns in the stock price feed screen.

    Insert a New Column

    1. To insert a new column to the left of the existing column, place your cursor at the

    existing column title for example Stock column and then right-click.

    2. An option list will be displayed.

    3. Select Insert New Column, for example from Basic Info and then select any

    from the available list.

    Figure 39. Insert New Column option

    4. The new column will be inserted before the column that you chose to right-click.

    Right-click and then select Insert New Column

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    Figure 40. New Column Sector inserted

    Remove Column

    1. To remove an existing column, place your cursor at the existing column title for

    example Sector column and then right-click.

    2. An option list will be displayed.

    3. Select Remove Column from the list.

    Figure 41. Remove Column option

    4. The selected column will be removed from stock price feed.

    New Column Sector Inserted

    Right-click and then select Remove Column

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    Freeze Column

    1. To freeze an existing column, place your cursor at the existing column title for

    example Prv Close column and then right-click.

    2. An option list will be displayed.

    3. Select Freeze Column from the list.

    Figure 42. Select Freeze Column

    4. The Prv Close column including the rest columns from most left of the price feed

    will remain at its current location and cannot be dragged either to the left or to

    the right. Only the other columns located after Prv Close can be dragged freely.

    Figure 43. Freeze and Non-Freeze Column area

    Right-click and then select Freeze Column

    Freeze Column Non-Freeze Column

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    Show Handy Info

    The Show Handy Info

    function allows you to locate the Handy Information panel and also the other panels

    attached to it such as Latest Transactions, Daily Stock Chart (changeable on right-

    clicking either By Time, Price or Volume).

    You may choose to place the Handy Info on the Right, Bottom or as a Pop-Up window of

    your current price feed screen. Select Off to turn-off this function.

    Figure 44. Handy Information: Shown on the right of the price feed screen.

    The Handy Information panel displays useful yet easily grabbed information. You may

    change the information to be displayed in this panel by right-clicking on each listed

    items. You are only allowed to display a maximum number of 10 items in this panel.

    Figure 45. Handy Information: The Panel

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    Viewing Handy Information

    From the displayed information, right-click each sub-title to change the stock and

    trading information displayed in the option list box. The information is grouped into

    Basic Info, Price Info, Transaction Info, Financial Info, Loans/Warrant Info and

    Others. Click Reset to Default if you want view default Handy Info details.

    Figure 46. Handy Information: Existing fields

    Existing Handy Info

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    Figure 47. Handy Information: Select information from list

    The figure below shows changes in Handy Information.

    Figure 48. Handy Information: details changed

    Changed Handy Info

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    Change Quotation List

    List View

    The List View is an option for price feed viewing in a list format.

    1. To get this view, click Change Quotation List icon .

    Figure 49. Change Quotation: List View option

    2. Select List View from the menu.

    3. Next figure shows the result upon selection.

    Figure 50. Change Quotation: List View

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    Card View

    The Card View is an option for price feed viewing in a card viewing format.

    1. To get this view, click Change Quotation List icon .

    Figure 51. Change Quotation: Card View option

    2. Select Card View from the menu.

    3. The figure below shows the result upon selection.

    Figure 52. Change Quotation: Card View

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    Appendix

    Add Trusted Site

    1. Go to Tools > Internet Options> Security tab.

    2. Click Trusted Sites > Sites button.

    3. Add e.g. https://mobiletradedev1.myglobal2u.com.my to Trusted Sites box.

    4. Click Add.

    5. Click Close once done.

    6. Next, click OK.