Each of the following videos are extremely well researched and based on actual customer feedback regarding the difficulties/confusions some of them might have in accessing our Trading Software easily and efficiently . There is a little bit of write up also against each topic so that you can have a reference point while navigating the videos. Please click any of the links below to see the video instantly:
NEST Login
Logging into your NEST account is simple. Log in window will open in the main screen. Enter the log in id and password sent to your registered email id, click Log in. For first time users have to select a picture password for additional authentication, kindly select any one from the options provided, click Save.Users on first time log in will have to select five questions for authentication.Please select any five questions.Kindly remember the answers to these five questions since these might be used for future log ins.Click Save.First time users also are prompted do change the password for security reasons.Just continue to go with the screen prompts and you will be able to now log in into your account.
Change Password
Click File,select Change Password,enter the Old Log in Password,Enter the new Log in Password,Confirm the new password, click enter.In the same way you can also change the transaction password.
Forget Password
Click Forgot Password in the main page, enter your registered email address, enter the PAN number, click OK. A temporary password will be immediately sent your mail id.
Create Market Watch and Add Scrip
Click Market,then click Market Watch groupSettings, a new window will appear, Enter Group name, then add scrips. Select type, select instrument name, select add. You can add multiple selections in the same way. Then click save groups. Close the window. In the main window, click market watch profile. Your selected scrips should be displayed there. You can directly add scrips in this screen also.
How to Place Buy Order
Right Click on the market watch console, Select Buy Order. You can also right click on any scrip and select buy order. Follow the on screen prompts to select your order, click submits. First time users will be prompted for transaction password, enter the same. Click Order book to see the status of your order. You can modify the order by clicking modify on the bottom right hand.
Sell Order
Right Click on the market watch console and click sell order,select between limit or market option to specify if you want to offer a price or except the best market price,select the product type, click submit.You can check the status of your order on the order book tab. You can modify the order type if you want.
Cover Order
Under Orders and Trades,select Cover Order,Select Buy cover or sell cover,enter quantity,enter trigger price,select the trigger price.In the Order Book,Buy cover status can be seen.You can select the order and click exit at the bottom of the page to square off .Similarly order can be placed for sell cover order.
Spread Order
Spread order can be placed while adding the scrip. Select Spread,Select product,press enter.Right click on spread order scrip and select buy order,click submits.Click on Spread order report to view the report.
Basket Order
In Orders and Trades,select Basket Orders, select normal basket,select exchange segment,select product type,select symbol ,enter quantity,enter price,click add.Now you can order sell order to the basket in the same way.You can add as many orders to the basket as you like.Check all the boxes,and click place basket orders.Click on order book to see the status of basket orders.
Position Conversions
Select Trade Book,Select Position Conversion,in the pop up window,click position conversion,select product type,click convert.
View Limits
Click View Limits in the main console,Select show all clients,Click the refresh button.On the top of the screen,you will be able to see the available cash margins and the margins used.In the bottom pane,the executed trades can also be seen.
View Holdings and Perform Square off
Click view holdings in the main console,Click on Get holdings in the pop up screen, the holdings can now be seen in the top pane.The square off operation can also be performed in the holding,to do that right click and select square off,click to confirm.Now you can click get holdings again to see the position of the square off.
AMO(After Market Orders)
Select Orders and Trades on the main console,then select After Market Orders and buy order entry,enter the quantity,price and other details in the pop up window,Click submit and enter.Open Order Book to crosscheck the status. Similar steps are applied for sell orders.
Set Alerts
To set alerts,Select Tools and then select set alerts,set the exchange symbol,type of alert and alert value,click set alert.The status can be checked and modified too.
What if Analysis
What if analysis is an advanced feature used to check the margin for different product types.To do this,go to tools and click the”if analysis”. Select exchange symbol,product and other details as applicable,and then click what if.After the list is populated.If you change the product type, the values of margin used will also change accordingly,the margin values for MIS will also be different.
Span Margin Calculator
In the tools menu, select Nest Auto Plug-in,select Span Calculator,click load,in the pop up window,select exchange symbol,net quantity, client,product and click add to list,then click get span.The values can be changed based on the requirements.
Admin Position
To see the admin positions,click masters menu from menu brand select admin positions,select show all clients,orders will be populated in admin positions.To get detailed orders,click detail and click get positions,day wise positions can also be checked by clicking day wise,Overall and net wise positions can also be checked.To square off,click square off.
Nest Changing Setting
Select User settings,click order,select exchange segment,product type then click the applicable checkboxes,click order quantity and price,then click apply and OK.Open buy order entry to see the changes made.
Funds Pay in
Under secure URL,select PAYIN,a new window will open,select Bank,select bank,segment and enter amount(currently limited to Rs.15 Lakh per transaction or your Online fund transfer limit whichever is lower),click submit then OK.A reference number will be generated and displayed.Click OK. The user will be sent to the bank website, once all credentials are verified, the amount will be transferred to the trading account.
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