• Login
• Change Password
• Trading Screen
• Lien Marking
• Buying
• Stock Allocation
• Selling
• Reports / Contracts
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www.sbicapsec.com
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HOME PAGE OF SBICAP SECURITIES
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If you do not have Sun Java on
your computer, please click on
either of the Downloads to
download java
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Click on Sun java to download Sun Java – this
will take some time depending on the
bandwidth of your internet connection
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Save Sun java to your P.C
Please click on
“Free Java
Download.”
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Click on “Yes” to
Start the Download
Process.
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Installation of
Sun Java In
progress
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Please click on “Accept” to proceed
with Sun Java installation
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Click on “Next” to
proceed with the
installation process
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Please Remove the tick
and Do not Download
the Google Tool Bar
and Click on Next to
Proceed.
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Let The
Process get
over
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Please wait un-till this screen
appears then click on “FINISH”
to complete Sun Java
Installation.
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Login screen
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Click here to
Login
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You will be required to compulsorily Change the Login Password after first
log-in
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To change the Trading Password click on Change Password.
To Change the
Trading Password
click on Change
Password.
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Change of password
You can
choose to
change either
of the (User)
login
password or
trade
password or
both at any
time.
Please select
the
appropriate
option
Click on the
“Change
Password”
button to
confirm the
changes
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e
Once you log in to trading terminal, a default market watch will be displayed on the screen
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How to create a new market watch
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Adding of scrips……
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How to delete scrips from market watch
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Deleting a Market Watch
To delete a
market
watch, select
the market
watch
Click on the
“Delete” Click on Delete
button . button to delete
the current
Press market watch
“Confirm” to
delete the
market
watch.
On
confirmation,
the market
watch is
deleted.
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How to mark lien on funds for SBI
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From the dropdown - choose
STATE BANK OF INDIA
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Please select “Mark” in
the drop down for Lien Type
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Please enter the amount to be
lien marked & click “Submit”
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Confirm the amount
and click “Submit”
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Bankuser ID Insert your bank
password and click
on submit.
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Please click on
“Confirm”
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This is the lien history
page - click on
“confirm” to proceed
with the current lien
marking.
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Please check the final
status of the lien marking
process
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How to place BUY order
Select the scrip that
you wish to buy.
Press “F1” or “+”
key or right click on
the security and select
“Buy” from the list.
Buy order form (a
blue window) will be
shown at the bottom
of the screen
Enter the correct
exchange, qty, price
and type of trade
(intra / delivery).
Press “enter” key to
confirm the order
Confirmation of the
order will be reflected
in the message box
under the market
watch
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The “DP Lien”
shows the allocated
stock and holding
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This is the DP Page, select
“STATE BANK OF INDIA DP”
for Stock allocation
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This is
your
DP A/c No Please click here to
access
your demat account
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Please click “submit”
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Bankuser ID
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Your holdings are
Displayed on this Screen.
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Tick on the check box
to choose any stock to be
allocated and enter the quantity you
wish to allocate for selling.
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This is the Bank confirmation
page, please click on “Confirm” to proceed. Wait for the next page to appear
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Please click on “Close”
to complete the
transaction.
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How to place SELL orders
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Pending order , Trade book, Net Position ,Activity Log and other screens can
be seen by clicking on the respective buttons available in the MENU
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Pending order Book
The pending
order book
shows all the
pending orders.
Pending orders
can be modified
as well as
cancelled
Only rates and
qty can be
modified from
the modify screen
Once the order is
executed it will
not be shown in
the pending order
book
Please note that
the buy orders
will be shown in
blue background
and sell orders
will be shown in
red background
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Trade Book
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Net Position / Square off
This report shows
M2M, booked P/L
of the trades done
during the day
You can get a
complete view of the
net / open positions
To square off the
open position, click
on the square off
button for relevant
open position
An order window
with pre-populated
trade quantity will
pop up at the
bottom of the
screen.
Open position can
be squared off at
market or with at
specified price
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Exposure screen
To check the
exposure
available to
you, click on
the “Exposure”
button
The screen
shows the
details of cash
used and
balance
exposure
available
A click on the
client code,
gives you the
details of the
exposure used
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Activity log
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Other screens available
Exercise
This allows you to exercise the options
Exercise Book
This screen will show the details of the exercised open position
Obligation
Clicking on this option, gives the details of those scrips purchased
on T-1 but which are not yet credited to your DP.
Span Details
Clicking on this will show you the margin required for your F&O
open positions.
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Other screens available
Initial Margin
Clicking on this will show the initial margins required for
transactions in any given contract in the F&O segment
Help
This shows a brief demo about the product
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Client Reports
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This is Portfolio tracker
Put from & to date and check on
PORT FOLIO then Select the
Exchange And
Submit
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This is the Port folio
for the selected exchange and trading period
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Trade History
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Client Ledger
Details of
payments, receipts,
DP bills etc are
available here.
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Double click to get further
details
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Click here
to View
E-Contract
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Choose the required
segment / exchange
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Double click on
these links to view
digital contracts
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Sample contract – use the scroll bars to navigate
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Settlement Calendar
The settlement
calendar
would give the
exchange wise
settlement no.,
settlement
type,
settlement
date, the funds
pay-in, funds
pay-out
,security pay-
out dates.
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Thank you for choosing
We are available at
helpdesk@sbicapsec.com
www.sbicapsec.com