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Login and Trading Demo for

SBISMART Android App


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

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