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

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Presentation transcript:

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

Registration for Angel clients Input client code & mobile or PAN no.

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 Click portfolio level and select your/family portfolio. Latest recommendations by Angel. Shows net worth /equity worth. Graph shows last 3 months performance of holdings. Latest news Asset allocation & equity sector allocation Feature to chat with our advisors and helpdesk team

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 Utilities- FAQ’s, printout, export to excel. Click on “add” to add scrip. Portfolio shows Equity holdings. Click “all transactions” or “off market transactions” to view details. The small icons below co. name are Chart, Research, News ,Corporate actions, Alert

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 & Loss Select 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 tab is ‘Angel Compass’ wherein client can view sector wise data, MPCAP, Ownership details for Qtr/ Year.

Research- Interactive chart Input Co. name> select BSE/NSE and click ADD button to view chart. Select month/year from the options given.

Watch List View various details upon clicking the dropdown. Create a Watchlist of your favourite stocks .

Research- Knowledge Center This page contains the FAQ’s on general queries .

News Flash Go to research and select “news flash”.

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 eg; 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 Module to assist in personal accounting Module to calculate your IT returns

Contact Us Following are our contact details: Call us at 022-3935 8282 e-mail us at angeleye@angelbroking.com

THANK YOU