www.sbismart.com This is the home screen of SBISMART android app for logging into your trading and demat account.
Now, for logging in you have to enter
the login credentials of your trading account and then click on Login. On logging in, this is the screen that will be displayed. At the top you will be able to see the menu bar that allows you to perform various functions.
Tap on this icon to create your
own watchlist. You can name the watchlist as per your choice. To save your newly created watchlist after entering its name, simply tap on save. Your newly created watchlist will appear in front of you. For adding scrips in your created watchlist tap on this icon. Now a pop up box will appear where you have to enter the details of the scrip that you wish to add. Now, the newly added scrip will appear in your watchlist along with its details. To delete or rename your watchlist, tap on this properties icon and select the desired option.
Also a similar properties icon is
provided for all the scrips in the watchlist. If you tap on it, two options i.e. delete and quotes will be displayed. For placing order in the scrip added in your watchlist you simply have to tap on that particular scrip. The order entry page opens with the chosen scrip pre-populated in it. Enter the specifications of your order. You can start by selecting whether you want to place a buy or sell order. E.g. Buy.
Next, you have to select your
desired order type from the drop down. E.g. Limit. Now you can select the product type. E.g. delivery.
Here you can select the validity of
order as Day or IOC (Immediate or Cancel). E.g. Day. Now, enter the quantity i.e. number of shares and the price at which you wish to trade, in the specified fields.
After entering all the details you have to
click on Buy. Also, in case you want to place an after market order, you can do so by selecting AMO. Finally tap on Buy. On submission, a snapshot of the order will appear. If you wish to cancel or confirm the order you can do so by tapping on the desired button. After confirming the order you can view the same in the order book by tapping on this button. The Orders page comes with two tabs, All and Executed. Through All, one can see all the orders for the day (pending, cancelled, rejected, etc.) and through Executed, only those orders will be shown which have been traded on that day.
You can tap on the properties icon
provided here and choose to Buy more, Sell More, Modify or Cancel a pending order by selecting the desired command. E.g. Modify Order. By selecting modify, the order entry page will appear wherein you can do any modifications and then tap on Buy. You can view your positions for the day by using the option Positions from the menu bar or menu panel.
The positions page lets you view all your
positions as well as the profit or loss for the day.
Through this page you can square off
your position by tapping on the properties icon and selecting the Square off option. Once you tap on square off, an order entry page will open wherein the details of your position will be pre-populated and you simply have to enter the price (or quantity) which you want to square off and then tap on Sell. In the Accounts tab, you can view the detailed bifurcation of the funds available in your trading account. To lien mark the funds from your savings account, click on Fund Lien. The page will appear. Proceed with the same steps as in the SBISMART website to lien mark your funds. To lien mark the shares from your demat account, click on DP Lien. Select your DP ID from the drop down and click on Go. Follow the same steps to lien mark your shares as in the website. You can search any scrip details by entering the scrip name in the Search option available in all the pages. Clicking on Search will take you to the Quotes page. All the details will appear here. The market page will display Nifty and Sensex spot price by default. Click on More to view other indices.
Nifty and Sensex screeners will appear here.
Tap on a particular screener to view the scrips falling under that screener. Clicking on More will display this page containing other indices. News tab will display all the news headlines for the day which may affect market movement. Tap on a particular news headline to view the news in detail. The details will appear here. Click on Prev to view the previous news and Next to view the next news. In the message tab you can view all the personalized messages sent to you by SBISMART from time to time. All collated views from various sources will appear in the views tab. Tap on Buy, Sell or Hold buttons to view particular views. The back office tab contains various options like Change Password, Client Modification, Trade Log, Portfolio and so on. Click on a particular option to perform the function. To place sell orders for shares lying in obligation, tap on the particular scrip available in the Obligations tab. You can tap on this button available on all the pages to logout from your trading account. Confirmation pop up will appear. Click on yes to logout. For more information kindly write to us on helpdesk@sbicapsec.com or call us on 1800-209-9345