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BSEPlus Site Help

BSEPlus provides exclusive information to the premium users. Access to a host of new

features, which will provide extensive market information.

BSEPlus has following sections:

1. Dashboard

2. My Portfolio

3. Watch List

4. Trade Check

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Index

1. Dashboard……………………………………………………………………….3

a) Networth………………………………………………………………..4

b) Portfolio Performance……………………….……………………..5

c) Top Movers……………………………………………………………..5

d) Market Snap…………………………………………………………….6

e) Get Quote (Multiple)…………………………………………………7

f) Corporate Announcements………………………………………..8

g) Download Bhavcopy………………………………………………...8

2. My Portfolio…………………………………………………..………………..10

a) Manage Portfolios…………………………………………………..11

b) Add Stocks / ETFs…………………………………………………..12

c) Add Mutual Funds…………………………………………………...13

d) Transaction History…………………………………………..…....14

3. Watch List………………………………………………………….…………...15

a) Grid View……………………………………………………………….15

b) Heat Map………………………………………………………………..16

c) Streamer………………………………………………………………..17

4. Trade Check……………………………………………………….…………...18

5. Glossary………………………………………………………………………….19

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1. Dashboard

The Dashboard provides a summary view of happenings across the market. It includes

reports like

Market Movers

Advances Declines, Circuit Filters

Portfolio Performance

Corporate Announcements

The new users who are yet to create their Portfolio or Watchlist with us will see

Dashboard as shown in Image 1.1

To create a new portfolio, click on the link ‘My Portfolio’ or ‘Click here to create a

portfolio’ under the heading ‘Networth’. This link will take you to ‘Manage Portfolio’ page.

Image 1.1 – BSEPlus Dashboard (For new user)

For the users who have maintained portfolios with us or are existing MyBSE users, the

Dashboard page will be as shown in Image 1.2

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MyBSE users are not required to create their portfolios once again. The MyBSE data has

been migrated to our new portfolio system. All the portfolio names that are maintained

in MyBSE will be available in My Portfolio

The user will be able to track his net worth, total investment, gain for the day (in Rs and

in %) and overall gain (in Rs and in %).

Image 1.2 – BSEPlus Dashboard

There are 7 sections on the BSEPlus Dashboard. They are as follows:

a) Net Worth

This is the current value of your portfolio followed by absolute Gain/Loss and Percentage

change.

Image 1.3 – Net Worth

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b) Portfolio Performance

At single glance, you can see Investment Amount, Current Value of Portfolio, Today’s

Gain, Overall Gain and their percentages for all portfolios or an individual Portfolio.

Image 1.4 – Portfolio Performance

c) Top Movers

This section on Dashboard provides the Top four scrips and bottom four scrips as per the

percentage change in their prices.

This is divided into three groups - ‘Market A Group’, ‘My Portfolio’ and ‘Watch List’.

‘Market A Group’ will show the top movers from BSE ‘A Group’ scrips. ‘My Portfolio’

heading shows the scrips pertaining to your Portfolio and My Watch List – shows scrips

the pertaining to your Watch Lists.

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Image 1.5 – Top Movers

d) Market Snap

This section provides you the following statistics – How many scrips have advanced,

declined or are unchanged, Number of scrips in the Upper Circuit or Lower Circuit and

their total.

This is divided into three groups - ‘Market A Group’, ‘My Portfolio’ and ‘Watch List’.

‘Market A Group’ will show market snap data from BSE ‘A Group’ scrips. ‘My Portfolio’

heading shows the scrips belonging to your Portfolios and ‘My Watch List’ shows scrips

pertaining to your Watch List.

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Image 1.6 – Market Snap

e) Get Quote (Multiple)

You can see Quotes for maximum six scrips at simultaneously. You can also check your

recently viewed quotes displayed just below the ‘Get Quote’.

You can change your selection any time.

Image 1.7 – Get Quote (Multiple)

Image 1.8 – Get Quote (Multiple Quotes)

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f) Corporate Announcements

The Corporate Announcements section on Dashboard is divided into three groups. All the

corporate announcements are categorized as per ‘All Market’, ‘My Portfolio’ and ‘Watch

List’. In ‘My Portfolio’ heading you will see corporate announcements pertaining to your

Portfolio scrips. And in ‘My Watch List’, heading corporate announcements pertaining to

your Watch List scrips.

Image 1.9 – Corporate Announcements

g) Download Bhavcopy

In BSEPlus, we provide the Bhavcopy for easy access, in a detailed mode. This Bhavcopy

gets updated on 6:30 PM on every trading day.

Image 1.10 – Download Bhavcopy

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The descriptions of fields are as following:

Sr No BSEPlus Bhavcopy Fields

1 Scrip code

2 Scrip name

3 Scrip group

4 Scrip type

5 Open

6 High

7 Low

8 Close

9 Prev close

10 No of Shares

11 Turnover

12 Wt. Avg. Price

13 2W Avg. Qty

14 Date

15 Full Mcap

16 Free Float Mcap

17 52 W High

18 52 W Low

19 Exdate

20 Purpose

21 Industry

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2. My Portfolio

In ‘My Portfolio’ section, there are four basic operations – Manage Portfolio, Add Stocks /

ETFs, Add Mutual Funds and view Transaction History. Apart from these options, you can

view you portfolio in a summarized form or in detailed view. You also can see portfolio

summary as per the number of portfolios or as per the instrument types.

Portfolio wise details of each portfolio – This report provide all essential information

regarding your portfolios in consolidated view. At single glance, you can see Investment

Amount, Current Value of Portfolio, Today’s Gain, Overall Gain and their percentages for

each portfolio. There is an excel download facility provided for your further use. Portfolio

wise details of each portfolio is shown in Image 2.1

Image 2.1 – Portfolio Summary (Portfolio wise)

Instrument Type wise Portfolio details – In this view you can see your investments

categorized by Instrument Type viz. Equity/ETFs and Mutual Funds. Instrument Type

wise portfolio details is shown in Image 2.2

Image 2.2 – Portfolio Summary (Instrument Type wise)

The Portfolio detailed view provides all the information and statistics about one portfolio

or all Portfolios. The Scrips in the portfolios are categorized on the basis of instrument

type i.e. Equity/ETFs and Mutual Funds.

You can view details of one portfolio or all portfolios. You can select portfolio names in

dropdown box provided in the left hand top corner of the webpage.

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There is also a facility wherein you can see multiple transactions performed on the same

scrip. You can also edit or delete any transaction.

Image 2.3 – Portfolio Detailed View

a) Manage Portfolios

Manage Portfolios will enable you to perform activities for your created portfolios. You

can create new portfolios. You can update or edit existing portfolios and you can remove

/ delete your portfolio which is not required. There is also a description column provided

for your reference to write notes about the portfolio. You can also see the date on which

the portfolio was created.

Image 2.4 – Manage Portfolio

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b) Add Stocks / ETFs

This is a Entry Form for adding Equity / ETFs to the portfolio. There are some

compulsory fields and some optional fields. The optional fields can be left blank. Brief

descriptions of the fields are as follows:

1. Action: You can select the option ‘BUY’ or ‘SELL’, as per your transaction.

2. Portfolio Name: You have to select portfolio name so that your transaction will

be recorded in the correct portfolio.

3. Name: You can select company name from here. This is smart search facility

which enables you to select company name by entering scrip code, scrip ID or

company name.

4. Price: This is the price at which you have bought or sold the share.

5. Quantity: The number of shares that you have purchased or sold.

6. Brokerage: This is the amount charged by your broker for this particular

transaction. This field can be left blank.

7. Other deductions: Any other deductions for your transactions can be recorded

here. This field can be left blank.

8. Notes: This is a text field where you can describe your transaction. This field can

be left blank.

Image 2.5 – Add Stocks / ETFs

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c) Add Mutual Funds

This is an Entry Form for adding Mutual Funds to the portfolio. There are some

compulsory fields and some optional fields. The optional fields can be left blank.

Currently, the Mutual Funds listed on BSE StaR MF platform can only be added to your

portfolio.

Image 2.6 – Add Mutual Funds

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d) Transaction History

Transaction History – This report is very useful when you want to view your historical

transactions. You can sort the records by clicking on the report header. Please note, the

deleted transactions will not be reflected in this report. However, even if you have

deleted your portfolio, you can see all the transaction against that portfolio.

Image 2.7 – Transaction History

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3. Watch List

You can create watch lists with maximum 30 scrips in each list. There will be one default

watch list named SENSEX. It will contain all 30 SENSEX scrips. There will be three active

watch lists & any watch list beyond the 3rd will be assumed as Other Watch List.

The User has to create a watch list by clicking ‘New Watch List’, it will ask for the Watch

list name. click on -> on typing the W watch list name. You will receive a message on

the successful creation of the watch list. Then, click on OK.

Now, to add the scrips in the newly created Watch list, select the company’s name, at

the Enter Scrip window & select the desired scrip from the list. Maximum 30 scrips can

be added in each watch list.

Once the scrips are added, the order of scrips can be saved or it can be sorted on scrip

name or % change or volume (ascending or descending) at anytime.

The Watch list can be exported to an excel sheet & can be refreshed with the Refresh

icon next to the Export to excel icon ( ).

The first 3 watch lists that are created will be the active watch lists. The watch list

names will be displayed in the left panel. The total number of scrips & number of scrips

that have moved up and the total number of scrips that have moved down are indicated

in front of the watch list name. Also there are 4 different views available for each Watch

List.

a) Grid View

It gives the selected market information of each scrip. There is a bell icon at the end of

each record.

a) If the colour of the bell is solid green, it means there is some new information

received today in the either of the following sections, Results, Share Holding Pattern,

Corporate Actions, News or Market related information such as Spurt in Volume, 52

Week High/Low, Breach of Upper or lower circuit. ( )

b) If the only the outline of the bell is green, it means there is some information received

within last 2 days in one of the sections. The section which undergone change within last

2 days will have Recent tag. ( )

c) If the colour of the bell is white with grey outline, it means there is no information

received today or within lat 2 days. ( )

There is a icon ( ) on the left of each scrip, which will allow to delete the scrip or to

view the charts.

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Image 3.1 – Watch List ( Grid View )

b) Heat Map

It depicts the positive or negative change in the scrip price based on the colour grid. As

you move the mouse over each scrip in the chart, you will get the price info, graph and

with by clicking on each scrip you can view the Advanced Stock Reach page.

Image 3.2 – Watch List (Heat Map View)

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c) Streamer

Live streaming Quotes of your watch list can be seen here. The intra-day graph of the

scrip price movement is shown under the Trend. H-L indicates today’s High minus Low.

52W v/s LTP – on the extreme left is 52 Week low price and at the extreme right 52

Week high is indicated. The blue arrow indicates the current price and a dotted line

indicates the previous closing price.

Image 3.3 – Watch List (Streamer View)

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4. Trade Check

The Users can verify their trades done at BSE and also all the trades done during a

particular period. The date-wise & scrip wise summary & detailed view of the verified

trades is available.

Image 4.1 – Trade Check

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5. Glossary

Sr No Term Meaning

1 LTP Last Traded Price

2 Chg Price Change in absolute terms

3 % chg Price change in % terms

4 WAP Weighted Average Price

5 Vol Volume (No. of Shares)

6 2W Avg Q 2 weeks Average Quantity

7 52W H/L 52 week High /Low

8 Upper ckt Upper Circuit

9 Lower ckt Lower Circuit

10 Tot Total

11 Dn Down

12 Trend Intra-day trend line

13 H - L High minus Low

14 52W v/s

LTP

52 weeks High / Low as against Last

Traded Price

Kindly note any query / complaint / clarifications are to be addressed on

info@bseindia.com