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Setting up a Ticker

Ticker Product Support
  • Updated

 

Ticker displays real-time information of the instruments from all market segments in a scrolling format.

To create a Ticker Portfolio

You can create a ticker portfolio by selecting symbols from various segments as per requirement.

  1. Click Tools > PortFolio > Price Ticker.
    The Ticker Portfolio window is displayed.

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  2. In Create > Portfolio, enter the name for your portfolio.

  3. From Portfolio Search > Exchange, choose an exchange.

  4. Specify the options in Portfolio Search:

           The search options that are displayed depend on the exchange selected.

  1. Fields

    Description/Example

    Instrument Type

    Type of instrument.

    For example, Spot, F&O.

    Instrument

    Instrument name.

    For example, Commodity Futures, Currency Futures, Index Futures , Index Options , Stock Futures , Stock Options in case of F&O.

    Option Type

    Call or put option.

    Index

    The index the instrument belongs to.

    For example, BSE Sensitive, S&P CNX NIFTY

    You can search for all scrips within an index by choosing the index name from Index and then add them to your portfolio.

    Sector

    Specify an economic category to search scrips within a particular sector.

    For example, Banks, IT, Metals, Construction.

    Symbol

    Enter the symbol of the instrument you want to add to your portfolio.

    We use the exchange symbology. Enter at least two characters from the symbol to get the required instrument.

    For example, to add Reliance Industries type:

    Reliance for NSE

    RIL for BSE

    Group/Series

    Specify the group/series to which the instrument belongs. Specify group/series if you want to search the instrument on those parameters.

    For example, in case of BSE stocks, you specify the group as A, B, S, etc.

    Contract Type

    Specify whether the futures contract required is a NEAR/ NEXT / FAR month contract.

    Expiry Date

    Specify the expiry date for the option.The futures contract will automatically rollover on expiry in case contract type is specified i.e. NEXT/NEXT/FAR month contract instead of a particular expiry date.

Trading Type is displayed in case of international exchanges where trading types such as ring, electronic, interoffice etc. exists  

  1. Click Search.
    The search results are displayed.

    2.PNG

  2. Select the desired result and click Add.
    The selected result is added in Portfolio Results.

    3.PNG

Click Add All to add all the search results in Portfolio Results
Select an entry from Portfolio Results and click Remove to remove it from the results list.

Click Remove All to remove all the entries from the Portfolio Results.

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  1. Click Save.
    The PortFolio window is displayed.

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  1. Click Yes to save the portfolio.
    Your Ticker portfolio is created.

To apply your Ticker Portfolio

  1. Click Markets > My Portfolio > Ticker.
    The Ticker Profile window is displayed.
     

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    Click  6.PNG 

  2. Select the required profile and click Apply.
    Your ticker portfolio is displayed.           5.PNG

 

To display the ticker, click View > Ticker

Click 7.PNG to turn on or turn off the ticker.

To display the ticker by default on every login, go to Tools > Preferences > General, and choose Show Ticker.

You can change the direction of the scrolling ticker by dragging the ticker on either side.

Click Modify to make changes to the selected Ticker portfolio. Refer Creating a Ticker Portfolio.

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