This screen lets you place an order into one or many accounts at once. Fill in the order details, pick the accounts, and the same order is copied across all selected accounts.
Note: More details of various order placement or copying options are provided in the PMS docs.
1. Recent Symbols
A row of colour-coded chips just above the order form shows your recently used symbols for one-click re-use:
- Grey = Equity
- Blue = Future
- Green = Call (CE)
- Red = Put (PE)
Chips that don’t fit on one line are collapsed under the ▾ dropdown on the right.
Click any chip to auto-fill the symbol and exchange.
2. Symbol Search
The symbol field searches instruments intelligently:
- Works on stock symbol, not the company name (e.g.
SBINfor State Bank of India). - Supports hints like
future,call,put— e.g.sbin,banknifty future,nifty call 23000. - Results are grouped by category (Stocks, Futures, Options, …) with a scrollbar for long lists.
- The exchange badge next to the symbol field updates automatically from the selected instrument — you no longer need to pick the exchange manually.
3. Trade Direction & Variety
- BUY / SELL radio — sets the order side. The big action button in the footer reflects your choice (green BUY / red SELL).
- REGULAR / BO / CO — order variety. Choosing BO reveals additional Target / Stoploss / Trailing Stoploss inputs.
4. Product Type
Pick how the position is carried:
- INTRADAY – squared-off same day
- DELIVERY – equity delivery
- NORMAL – carry-forward for F&O
- MTF – Margin Trading Facility (new)
5. Order Type
LIMIT, MARKET, STOP_LOSS, SL_MARKET — the Trigger Price field auto-shows/hides based on this selection.
6. Quantity, Price & Related Fields
- Quantity – use the – / + buttons to step by 1 / lot size. The lot-size label (orange) appears when you pick a derivative.
- Price – the ⚡ Fill LTP button drops the live LTP into the price box and switches the order type to LIMIT. It activates once a live price feed arrives.
- Trigger Price – shown only for SL / SL-M orders.
- Disclosed Qty – optional disclosed quantity.
7. Market Depth Ladder
A live Market Depth panel on the right shows the top bids (green) and asks (red), with quantity bars scaled to size.
- Click any bid or ask price to copy it into the Price field — order type switches to LIMIT automatically.
- The ladder updates live once a symbol is selected.
8. Advanced Options (collapsible)
Click Advanced ▾ to reveal:
- Validity – DAY or IOC.
- AMO – submit an After-Market Order.
- Split Order – break a large order into smaller child orders:
NO– don’t splitAUTO– split automatically using the exchange freeze-quantity limitQTY– split using the custom Slice Qty you specify
A summary of your advanced choices is shown inline, so you don’t have to expand the section just to check.
9. Accounts (Multi-Account Placement)
On the right you pick the target accounts:
- Multi-select box lists all accounts; selecting more than one copies the order across them.
- ✓ Select All and ✕ Clear mini-buttons above the selector speed up bulk picks.
- Group Acc toggle – treat a group as a single account.
- Diff Qty toggle – use a different quantity per account (row-level quantity editable in the table below).
- Multiplier toggle – apply the per-account multiplier to the quantity.
10. Per-Account Quantity / Margin Preview
Once accounts are selected, a small table lists each account with its Available Margin, Multiplier, and Quantity. When Diff-Qty is on, you can edit the per-account quantity directly here.
11. Cost Preview
A green Cost hint appears in the footer showing the approximate order value (Qty × Price / LTP). Hover to see a breakdown — especially useful with Diff-Qty turned on, where the tooltip lists per-account totals.
12. Keyboard Shortcuts
Click the ⌨ keyboard icon in the footer to see the popover with all trade-screen shortcuts (symbol focus, BUY/SELL toggle, quantity step, submit, etc.).
13. Submit / Reset
- Reset – clears the form back to defaults.
- BUY / SELL – submits the order to all selected accounts. The spinner next to it indicates in-flight submission; the response panel below the form shows per-account results.
Tip
We strongly recommend going through our PMS (Portfolio Management System) tool to understand all features available on this screen.
Admin