GUIDE TO

ONLINE
INVESTING

Guide To On Line Investing

ICICIDirect.com gives investors an
opportunity to buy and sell shares
online. Registered users can trade in
shares listed on the National Stock
Exchange (NSE) and which are in the
compulsorily demat list. Currently there
are 761 stocks which are traded in the
demat form. Scrips in the rolling
settlement will be traded in the rolling
format while those permitted in the
normal settlement cycles will be
executed under the weekly settlement
schedule.
Buying Shares
In order to place a buy order the user
has to click on the Buy. The exchange,
stock, symbol and the quantity have to
be specified in the provided space. The
user has the facility to specify his limit
price and a stop-loss trigger price. The
user has also the option to disclose only
a part of the quantity that he wishes to
buy in the market. The user can also
specify the product (Cash / Margin) in
which he wants to place the buy order.
All orders are Good Till Day (GTD) and
valid only for the day and will get
automatically cancelled at the end of the
day if not executed. A confirmation
request will appear before the order is
transmitted to the exchange.
Selling Shares
To sell shares click on the Sell. The
exchange, scrip, symbol and quantity will
have to be specified. As in the case of
buying shares, the limit price and a stop-
loss trigger price need to be mentioned.
A user may disclose only a part of the
quantity to be sold. The user can also
specify the product (Cash / Margin) in
which he wants to place the sell order.
All orders are Good Till Day (GTD) and
would automatically be cancelled at the
end of the day if not executed. A
confirmation will be asked before it is
transmitted to the exchange.
Order Book
The status of buy/sell orders can be
obtained by clicking on the Order Book.
The order book will furnish details of all
the buy/sell orders alongwith with the
status of each order. The report will be
as follows and is updated real-time.
Requested: Order is placed when market
is closed
Queued: Order sent to the exchange
Ordered: Exchange has sent an
acknowledgement of receipt of order
Executed: Order has been executed
Part executed: Order is part executed
Rejected: Order rejected by the
exchange
Cancelled: Order is cancelled
Expired : Orders remaining unexecuted
at the end of the day getting expired.
Transaction details against each order
can be viewed by clicking on View
Transactions. One can also modify or
cancel unexecuted orders by using the
order book.
Trade Book
The Trade Book shows the details of the
trades executed for you. The details are
updated on a real time basis and the
latest status can be verified by
refreshing the page.
Multiple trades for the same Order Ref.
No. to be aggregated and shown as a
single entry in the Trade Book. Clicking
the Order Ref. No. will show you the
details of the trades for that particular
Order Reference Number.
It also contains links for settlement
obligations of cash and securities for the
executed order. The detailed view
contains the date and the amount of
Cash Pay In / Cash Pay Out
debited/credited to your bank account
with date and time.
Margin Positions
All margin position (Buy/Sell) created by
the user, which are open (yet to be
squared off) are displayed on this page
along with other relevant details like
average buy/sell price, current market
price, real time mark to market
profit/loss, total margin blocked on each
such position, etc.
It also contains the links for actions like
adding margin to your open position,
converting the open position into Cash
segment (for delivery) and to place
square off order(s).
Converted To Delivery
All margin position converted to delivery
would be reflected on this page for his
reference.
Demat Account Balance
On clicking Demat Account Balance the
stocks in the users demat account and
the status can be accessed. The balance
indicates the number of shares that can
be sold. If some shares have already
been sold then such quantity will be
indicated as blocked and cannot be sold.
The quantity shown in the TIFD (Transfer
Instruction For Delivery) column would
indicate the quantity that is in the
process of being debited from the
account on settlement. Please note that
no separate instructions need to be
issued to the depository participant (DP)
for debiting the account in case of a net
sell obligation. The shares get
automatically debited from the DP
account in case of a net sell obligation
and credited in the event of a buy
obligation.
Cash Projections
Details of the cash balance can be
obtained by clicking on Cash
Projections. The status report of the net
obligations is available after the
settlement. The net amount by which
the bank account would be debited in
case of a net payable position or the net
amount by which the account would be
credited in case of a receivable position
for the settlement can also be seen.
Information on the dates on which such
debit or credit will take place and the
closing balance after the respective
debit or credit will also be displayed.
Transaction details for each debit and
credit can also be viewed.
Security Projections
Securities projections will give
information on the date on which a
particular stock will be debited from the
DP account in case of a net sell position
for the settlement. Similarly, the date on
which the stock will get credited to the
DP account in case of a net buy position
for the settlement is also available.
Modify Allocations
You can increase or decrease the amount
set aside for trading from your bank
account through the options. You can
also view the net withdrawalable for add
by allocating or de-allocating.
Limits
Limits is the amount set aside for
trading from the bank account and the
amount realised from the sale of shares
in cash segment after deducting the
amount of purchases in cash segment.
The limit increases/decreases once the
registered user allocates funds for
trading using the "Modify Allocations"
screen.
In case of shares sold in Cash segment ,
the limit increases by the amount
receivable and for buy orders in cash
segment the appropriate amount will be
deducted and hence the limits will be
reduced by such an amount. All
calculations are executed automatically.
However, it is important to specify the
exchange and settlement cycle to access
the limits.
Limits are appropriately reduced by the
applicable margin percentage on the
order value while placing the orders in
the margin segment. Once the margin
position is squared off, the margin
amount blocked thereon is released after
giving effect to the profit or loss booked
on such square off.
On clicking Modify Allocations you can
allocate funds from the available clear
bank balance for trading. Similarly, the
amount can also be reduced. Please note
that on bank holidays and on weekly off
days this facility is not available.
Market Messages
All important broadcast messages
received from the National Stock
Exchange can be viewed by clicking on
the Market messages hyperlink.

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ICICI Securities Ltd
trademark registration in respect of the
concerned mark has been applied for by
ICICI Bank Limited
 NSE SEBI Registration Number :- INB
230773037 | BSE SEBI Registration
Number :- INB 011286854
NSE SEBI Registration Number
Derivatives :- INF 230773037 | NSE SEBI
Registration Number Currency
Derivatives :- INE 230773037