Watchlist

Watchlist

The watchlist provides the users with all the data points they need to choose the securities for themselves. The information is presented in succinct manner for a seamless and focused user experience.

Add to list

If you want to search new stocks, type in the name into the search bar. Selecting a stock from the results shown by the search bar will add that stock to your current watchlist.

When you start typing the name of a particular scrip, you get 9 quick filters that allow you to narrow down your search quickly. The 9 filters that you get are: 

  1. All
  2. Cash
  3. F&O (Futures and Options)
  4. Indices
  5. Commodity
  6. Currency
  7. ETF
  8. Mutual Fund
  9. US Stock

Furthermore, it is not necessary that you search with the name of the scrip only. For example, if you are looking for options, you can search with “CE” (Call option European) and “2000” and the search bar will show you all the call European options with ₹2000/- as the strike price. Therefore, once you enter a data, any corresponding set of scrips with that data as a part of their description will appear in the search bar.


Watchlist

Once a watchlist is created, you now have a list of chosen assets that you want to work with. Each stock on the list will show the following information:

  1. Asset name
  2. Exchange name
  3. Current market price
  4. Change in price since the closing of trading hours the previous day (both absolute change and percentage change)
In case you own any of the assets being shown on the watchlist, you will also see the briefcase, that you own right beside its name. This facility is, however, available only for the assets whose delivery has been taken by you (i.e. not intraday).

Filter & Sort

If you click on the filter sign (represented by Funnel) on the watchlist, then you will get to a settings page for the watchlist (not the app in general). In this page, you can – 

  1. Filter what you see based on the following 4 filters –
    1. Asset Class -e.g. Indian, MF and US Stocks
    2. Price Alert 
    3. Sort by

How to manage Watchlist?

On Android as well as on Iphone, If you click on "select items" and then select the desired scrip, you can assign tag or delete the scrip

Settings

You can access the settings on this page from profile

Now that we know the basics of the watchlist, let us see what happens when we choose one of the stocks/assets in order to know more about its fundamentals and technicals.

When you click a stock (suppose the stock is named XXX Ltd.) then you will be initially shown in mini page. Initially these will be shown to you in an abridged format. 

Hereafter, in order to access the enlarged data, tap on the "See Stock details". The entire stock data will emerge with the following sections.

Company Page

This section consists of the following sub-sections – 

  1. Charts
  2. Overview
  3. Analysis
  4. News
  5. Events

Charts

This shows the price action of the selected asset – on the x-axis there is the time period and on the y-axis is the price. The page also shows the daily opening and closing prices as well as the daily high and low.

Right above the charts, we have Bookmark icon which will add the scrip to the watchlist and next to it we have share company page, which will allow the user to share the particular page.

Further down we have following sub sections
Overview - which shows Market depth, Performance, Fundamentals, Company details, Price Alert
Analysis - which shows Company revenue, SWOT Analysis, Technicals
News - Latest news related to that scrip
Events - Information on Annual meetings, Board meetings etc

Similar stocks – This section will show you companies whose products are similar to or related to the products of the company which you are analysing.

SIP

Go to the SKY App > Search


2. Search and select your preferred stock/ETF Example – HDFC Bank Ltd.


3. Tap on Start SIP


4. Select your Preferred Exchange and Qty and Frequency. We provide you 4 frequency option – Daily, Weekly, Fortnightly, Monthly.

Example – Selecting Daily


- Enter your preferred time for SIP trigger starting from 9:30 to 15:00


Example - Selecting Weekly


- Select your preferred execution day


Example – Selecting Fortnightly


5. Tap on Calendar option and select your preferred SIP start date from calendar displayed.

If you select date which is less than current date it will consider that start date of next month. If you select date which is current or greater than current date it will consider that start date of current month.


Example – Selecting Monthly


- Tap on Calendar option and select your preferred SIP start date from calendar displayed.

If you select a date which is less than current date it will consider that as the start date of the next month. If you select a date which is current or greater than current day it will consider that start date of the current month.

Example – Selecting 29th as start date


- Select preferred time.

Example – Selecting 9:30 am


6. SIP start date is shown on screen – 29th of Every Month at 9:30 with SIP starts from 29th Aug’23 onwards.

7. Tap on Review Sip Order


8. Tap on Create SIP order on SIP confirmation screen


9. All done! Get status of your created SIP by clicking on “See Order Status”


10. You can Pause/Modify/Delete your SIP by tapping on the SIP information card


- Tap on your preferred option for further action.

Example – Tap on Modify


11. You can modify your Qty, SIP Frequency.

- Click on “Review SIP Order”


12. Review the changes and click on “Modify SIP order”


13. SIP modification confirmation message


14. Click on "Pause" to Pause your SIP


- SIP Pause Successfully confirmation message will be displayed

  • To Resume click on “Resume”
  • To delete SIP click on “Delete”

15. SIP orders can be review by clicking on the Hamburger menu on the top left hand side > SIP Orders


GTT 

GTT is a feature that allows the user to set a trigger price, such that if the trigger price is hit at a future date, a limit order will be placed on the exchange as per the limit price and preset conditions. It is valid for 1 year, so anytime the price condition within this period is met, the order will be placed and executed, provided there are enough funds in the trading account and the limit price order is filled on the exchange. This trigger set is valid only once. If the order is placed but not executed for any reason, the GTT has to be placed again. HDFC Sky sends push notifications in the app and emails once the GTT is triggered.
    Add to Kart
    It is a feature that allows the user 

    Key Features - 
    1. Create Multiple Karts: You have the freedom to create up to 20 Karts, each comprising a mix of equity and derivative scripts.
    2. F&O Strategies Made Easy: Execute your complex F&O strategies using KART orders with a single tap and avail margin benefits.
    3. Order Status and Retry: After execution, you can check the status of your KART orders in the orders section. If any orders fail, you can retry executing them without any hassles.

    How to place an order on HDFC SKY?

    Access the stock Watchlist on the home screen. Select the stock that you want to buy or sell. Tap Buy or Sell.

    An order window will open. Fill in the details including order type, order quantity, etc. Check the required margin.


    Tap Review Buy Order, which will take you to another window to review the order. Recheck all the details and tap Place Order to buy the stock.

    Sell order also has a similar process as shown below.


    Activation of F&O

    Simply head to your Profile settings, click on Active Derivative Segment, and upload the necessary documents to activate it.

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