Professional Documents
Culture Documents
App Working
App Working
APPLICATION
A. LOGIN PAGE:
B. SIGN UP PAGE:
C. FORGOT M-PIN
a) NEW HELP
b) TROUBLESHOOT
c) PENDING INQUIRY
d) CLOSED
A) NEW HELP:
B) TROUBLESHOOT
C) PENDING INQUIRY
This option would include the Pending status of the user’s inquiry.
There must be a status icon next to the pending inquiry.
With every step by step progress of the user’s Inquiry, the color of
the side status icon would change. (COLOR CHANGE)
The Pending Inquiry must include the following 3 details:
a. Inquiry Number
b. Status of Inquiry
c. Category of Inquiry
D) CLOSED
This tab must include the list of solved inquiries of the user.
1. VIDEOS
2. ABOUT US VIDEOS (Small Video Clips about the app)
A B
For Example:
A is YouTube Videos Tab
B is About us Videos Tab
a) Latest
b) Most Viewed
c) Category
The LATEST tab must show the latest uploaded video on YouTube or any
other platform followed by old videos in hierarchy.
The MOST VIEWED must show the Videos with maximum number of
views.
The CATEGORY must consist the option to filter the videos by tags and
time:
a) Weekly
b) Monthly
c) Yearly
REACTION BUTTON-
Each Video must have REACTION options available to the user which
may include HAPPY, SAD, LIKE, DISLIKE etc.
BASIC STRUCTURE OF ASK
EXPERT
When the User clicks on Ask Expert,
The CATEGORY option of the ASK EXPERT which shows will be
similar to the CATEGORY of the ADVISORY option available on
the main menu.
A.
Profit or Loss
B.
If the user clicks on PLAN NEW STOCK,
He would get the option COMMENT, to write his/her query to the
Expert.
For Example, if the User buys the standard package: Rs 799 for 3
questions to the Expert.
And, he finishes those 3 questions,
Then, for the 4th on he asks, there must be a prompt to choose an
add-on package to continue his question to ask the EXPERT.
BASIC STRUCTURE OF
PACKAGES
The scroll on Packages would be from RIGHT TO LEFT.
The User would scroll through the packages.
1. CONTEST
2. PRIZES- for Top 5 Winners
3. WINNERS of Previous Contests
After the User answers all questions and finishes the Contest,
Next, the Result of the User shall appear,
User’s SCORE,
RANK,
NUMBER OF RIGHT ANSWERS,
NUMBER OF WRONG ANSWERS.
On the next screen, the User shall see the list of TOP 10
WINNERS in that particular contest.
*****BOX OPENS*****
B.
*******BOX CLOSES*****
Just below the box, there must be an option ADD TO BUY
So that the user can add that package to buy.
When the User Clicks on the FILTER icon, there must appear 2 options:
MULTI-BUY, so that the User can select more than one package.
CATEGORY NAME
Then,
5 options open inside the box:
1. MARKET SEGMENT
The user will not see the word market segment, this has to be in
the back-end.
The user must see the Text of market segment.
2. TERMS
The User will not see the word TERMS, this has to be in the back-
end.
The user must see the Text of TERMS.
In terms, there must be 2 options available:
a. LONG TERM
b. INTRA-DAY
3. PERIOD
4. COMPANY NAME
The user must see the word COMPANY NAME.
And below it, the actual NAME of the company.
5. BUY OR SELL
The user must choose either to BUY shares or SELL it.
o After the User selects his option to BUY OR SELL, next there must appear
an option DETAILS.
If the user is not buying, then there should be a pop-up
- MAKE PURCHASE or BUY NEW SHARES.
BUTTONS-
In front of BUY AND SELL, there must be 2 buttons:
a. OPEN CALL
b. OPEN ALL CALLS
6. QUANTITY
Next, the user must enter the QUANTITY number of shares to Buy
or Sell.
7. ENTRY LEVEL
The user must see the word ‘entry level’ and the text of ENTRY
LEVEL as well.
8. TARGET
9. STOP LOSS
10.CURRENT MARKET PRICES
11.PROFIT % and LOSS %
12.SAVE
- To save all of his selected options.
Below this,
A)
there must appear a ‘+’ ADD PORTFOLIO option.
When the user clicks on ADD PORTFOLIO, there must appear 2
options:
When the user clicks on ADD OWN STOCK, there must appear:
A. MARKET SEGMENT
The user will not see the word market segment, this has to be in
the back-end.
The user must see the Text of market segment.
B. TERMS
The User will not see the word TERMS, this has to be in the back-
end.
The user must see the Text of TERMS.
In terms, there must be 2 options available:
c. LONG TERM
d. INTRA-DAY
C. PERIOD
D. COMPANY NAME
The user must see the word COMPANY NAME.
And below it, the actual NAME of the company.
E. BUY OR SELL
The user must choose either to BUY shares or SELL it.
o After the User selects his option to BUY OR SELL, next there must appear
an option DETAILS.
If the user is not buying, then there should be a pop-up
- MAKE PURCHASE or BUY NEW SHARES.
a. TARGET HIT
b. STOP LOSS HIT
c. MODIFICATION
d. NEW CALL
e. OLD CALL
ADVISORY FILTER
b. BUY OR SELL
The user must be able to select Single, multiple or all options while
ticking or selecting the filters.
There must be a search option at the top for the user to search a specific
company name.
BASIC STRUCTURE OF
PORTFOLIO
The should be 2 option available to the user:
1. MY PORTFOLIO
2. FRIEND’S PORTFOLIO
A. MARKET SEGMENT
The user will not see the word
market segment, this has to be
in the back-end.
The user must see the Text of
market segment.
B. TERMS
The User will not see the word
TERMS, this has to be in the
back-end.
The user must see the Text of
TERMS.
In terms, there must be 2
options available:
e. LONG TERM
f. INTRA-DAY
C. PERIOD
D. COMPANY NAME
The user must see the word
COMPANY NAME.
And below it, the actual NAME
of the company.
E. BUY OR SELL
The user must choose either to
BUY shares or SELL it.
F. QUANTITY
Next, the user must enter the
QUANTITY number of shares to
Buy or Sell.
G. ENTRY LEVEL
The user must see the word
‘entry level’ and the text of
ENTRY LEVEL as well.
H. TARGET
I. STOP LOSS
J. PROFIT % and LOSS %
CLOSED CALL
DATE Market Terms Period Company Quantity Buy/Sel Entry Target/Stop
Segment name l Level Loss
The user must receive a one-time notification when his friend uses his
reference number to sign up.
There must be another notification- one time, when the friend makes
his first purchase after sign up with the user’s reference number.
a. OPEN POSITION
b. CLOSE POSITION.
1. DATE
2. STOCK NAME
3. BUY OR SELL
PORTFOLIO CLOSE
DATE Market Terms Period Company Quantity Buy/Sel Entry Target/Stop
Segment name l Level Loss
TOTAL PROFIT =
TOTAL LOSS =
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Horizontally next to the User’s PIE CHART, there should be another PIE
CHART of FRIENDS.
There must appear the Profile Picture of the FRIEND and his
NAME.
Below that, PROFIT or LOSS POSITION of the friend as well.
The format shall be same for all the FRIENDS in the list.
FILTER:
1. DATE:
- WEEKLY
- MONTH
- YEAR
a. TERMS (the user must see the word TERMS and also text of
terms.)
b. PERIOD (the user must see the word PERIOD and also text
of Period.)
3. BUY OR SELL
The user must be able to select Single, multiple or all options while
ticking or selecting the filters.
There must be a search option at the top for the user to search a specific
Friend’s name or Company name.
A.
COMPLETE YOUR PROFILE %
B.
PAYMENT
When the user clicks on PAYMENT, there should be the details of his
payment method:
One of the following:
- Card
- Online transfer
- Net Banking
- UPI
- Wallet-Paytm etc.
a) NEW HELP
b) TROUBLESHOOT
c) PENDING INQUIRY
d) CLOSED
A) NEW HELP:
B) TROUBLESHOOT
E. FEEDBACK
This option will include log-in links to the following social media:
a. LinkedIn
b. Instagram
c. Facebook
d. Twitter
e. Pinterest
f. Google Plus
G. CHANGE M-PIN
If the user wishes to change his M-PIN for any purpose.
H. LOG OUT
If the user wishes to LOG OUT of hi account for any purpose.
I. REWARD POINTS
In this option that user can see a list of all his reward points from his
reference links to friends.
Below it,
CATEGORY option must appear.
- DATE
- PERIOD
- COMPANY NAME
- BUY or SELL
- ENTRY LEVEL
- TARGET or STOP LOSS (of the user)
CURRENT CLOSED
1. HELP. 2. PROFILE
o The EDIT BUTTON of the last PIE CHART i.e. Top 5 friends,
1. CURRENT 2. CLOSED
Then,
5 options open inside the box:
A. MARKET SEGMENT
The user will not see the word
market segment, this has to be
in the back-end.
The user must see the Text of
market segment.
B. TERMS
The User will not see the word
TERMS, this has to be in the
back-end.
The user must see the Text of
TERMS.
In terms, there must be 2
options available:
g. LONG TERM
h. INTRA-DAY
C. PERIOD
D. COMPANY NAME
The user must see the word
COMPANY NAME.
And below it, the actual NAME
of the company.
E. BUY OR SELL
The user must choose either to
BUY shares or SELL it.
F. QUANTITY
Next, the user must enter the
QUANTITY number of shares to
Buy or Sell.
G. ENTRY LEVEL
The user must see the word
‘entry level’ and the text of
ENTRY LEVEL as well.
H. TARGET
I. STOP LOSS
J. PROFIT % and LOSS %
CLOSED CALL
DATE Market Terms Period Company Quantity Buy/Sel Entry Target/Stop
Segment name l Level Loss
1. CURRENT 2. CLOSED
The table shall remain the same as above, but the values will change.
1. CURRENT 2. CLOSED
The table shall remain the same as above, but the values will change.
The Status of the user’s Queries he entered either in inquiry or Ask Expert.
o There must be a FILTER icon in front of the above pie charts to let the user categorize
data according to DATE.
Weekly, Monthly and Yearly.
1. NAME
2. MOBILE NUMBER
3. EMAIL ADDRESS
PACKAGES TAB:
SAME AS BASIC STRUCTURE OF PACKAGES.
1. NEW CLIENT
- A. NAME. B. MOBILE NUMBER. C. EMAIL ADDRESS
2. TASKS
- This will show the tasks given by the company.
- There would be 2 buttons:
- When the user selects different tasks, the colors shall change, so that the
user knows that there is a task active.
3. ACTIVE CLIENT
- There would be a button in front of each client that shows his STATUS.
4. PAID CLIENT
5. EXPIRED CLIENT
6. HELP
7. OFFERS
8. COMPANY PACKAGE
9. BALANCE