FAQs

Follow below given steps to generate New PIN.
1. Click on Forgot PIN?
2. Enter your User ID & DOB or PAN.
3. Enter OTP (OTP will be sent to your registered Mobile Number & Email ID).
4. Set PIN - Enter New PIN & Confirm New PIN.
5. Your desired PIN will be set successfully.

LogOut from Menu which will redirect you to Login screen.
Click on Switch User and follow below
steps:1. Enter User ID
2. Enter DOB Or PAN number
3. Enter OTP (OTP will be sent to your registered Mobile Number & Email ID)
4. Enter PIN (If already Set) OR Set PIN - Enter New PIN & Confirm New PIN

No, you cannot login on Android OR iOS OR Trading Web parallelly. Login on one device / browser will automatically log out on another device / browser.

You need to enter PIN or Biometric to login the app

Follow below steps to login for subsequent users who already has registered for PIN:
1. User ID - Will be by default auto populated
2. You need to only enter PIN Or Biometric (If enabled) to relogin

Yes, If your Mobile number and Email ID is not updated or registered with us, you need to follow below steps to update your mobile number and email id:
1. Go to barodaetrade website
2. Download the Client Master Modification Request from Downloads > Forms/Files
3. You needs to fill up and sent the form to our customer care email id - customercare@bobcaps.in
4. Your details will get updated in 2 working days

Follow below steps to change your PIN.
1. Post login into the App, Go to Settings under Menu
2. Click on Change PIN
3. Enter Old PIN, New PIN & Confirm PIN
4. Click on Submit button to set your desired PIN will be set successfully.

This feature is being introduced in compliance with the new circular issued by the exchanges for all brokers, which mandatorily requires them to implement two-factor authentication for their investors.

OTP will be asked for the first login. If you change the device or switch the user then again you have to enter OTP to login.

Yes, Once reinstalling or clearing the cache you need to re-login through OTP

It is a security feature where you will need to verify two factors which are Knowledge factor (PIN) & Possession factor (Biometric or OTP) to Login on your mobile trading platform.

If you enter incorrect PIN more than 3 times then your account will get lock. Use Forgot PIN to unlock your account.

You can logout by clicking on the logout button under Menu post login.

Yes, Count will be visible against watchlist name in 10/50 manner

There are predefined fixed watchlist (No of Watchlist - 4) which are provided. You can add, modify and delete scrips / contracts in the already provided watchlist.

Yes, you can rename your Watchlist.
1.Long press on any of the scrips/ contracts card
2.Edit Watchlist screen will pop-up
3.Rename your Watchlist and click on the Right tick icon

No, you cannot delete your Watchlist. However you can rename or delete the scrips / contracts in the watchlist.

Yes, you can sort from your Watchlist. To Sort your watchlist press 3 lines icon on watchlist screen.

Yes, you can rearrange scrips/ contracts from your watchlist
1. Long press on any of the scrips/ contracts added to the watchlist.
2. Edit watchlist screen will be displayed
3. Long press to rearrange your scrips/ contracts and click on the Right tick icon

Yes, you can delete scrips/ contracts from your watchlist
1. Long press on any of the scrips/ contracts added to watchlist
2. Edit watchlist screen will pop-up
3. Delete your scrips/ contracts and click on the Right tick icon

1. Pre-opening session: A pre-opening session allows you to place orders between 09:00 AM to 09:15 AM. It was started by NSE to minimize volatility of securities during market open every day.

2. You can place limit orders/market orders. For the first 8 minutes, (between 09:00 AM and 09:08 AM) the orders are collected, modified or cancelled. The order collection window can close at any time between 09:07 AM and 09:08 AM.

3. Once the window closes at 09:15 AM, new orders cannot be placed. The orders placed are matched and trades are confirmed. You can place orders during the order collection period only on the equity segment.

1. Post closing market session are similar to pre-opening market orders, post-closing market orders are allowed only for equity trading. The post-closing market session or closing session is open from 3:40 PM to 4:00 PM.

2. During this session, people can place buy/sell orders in equity (delivery product code) at the market price but do note that even if you place a market order it will be placed on the exchange at the closing price. So for example, if the closing price of Reliance at 3:30 PM is Rs. 800, between 3:40 PM and 4:00 PM, you can place market orders to buy/sell Reliance at market price (will be taken at Rs. 800).

3. The post-closing market session is not very active and you can look at the movement of stocks by opening the MarketWatch window from 3:40 PM to 4:00 PM.

To place a Buy/Sell order:

1) If you have already added your desired stock / contract to your Watchlist, just simply tap on card which redirects to Quotes screen and click on Buy or Sell.

2) Enter your desired quantity, price and choose the product type and order type & validity.

3) Place & Confirm your Order

If you haven't added the stock to your watchlist, first search for it using the Add stocks option .Then proceed with the rest of the steps as detailed above.

Delivery order is buying shares and holding them for some time in your demat account. It is a delivery-based trading, where the client is required to bring in 100% margin in the form of cash for buy orders and should have sufficient holdings for sell orders unless squaring off an existing open position.

Intraday order is buying or selling a security with the intention of squaring-off the position on the same day. Incase you do not square off your position, the exchange will square it off at a predetermined time.

A limit order is an order to buy or sell a share at a specific price.

A market order is a buy or sell order to be executed immediately at the current market price.

In a Limit Order the buying price or selling price is specified and the trade is executed only when the price is met. In contrast, a Market Order gets executed at the current market price.

A stop-loss limit order is a buy/sell order that can help you limit your losses in case the prices move against your trade. If you are buying a stock, then you will have to add a sell stop-loss similarly, if you are selling a stock, you will have to add a buy stop loss. The stop loss limit order is sent to the exchange after the "Limit Order" trigger is hit, i.e. the trade price needs to be defined by the user. Here, you need to enter the stop loss trigger price and stop loss limit price.

A stop-loss market order is a buy/sell order that can help you limit your losses in case the prices move against your trade. If you are buying a share, then you will have to add a sell stop-loss, similarly, if you are selling a stock, you will have to add a buy stop-loss. A stop-loss market order is referred to as market if touched order, as soon as the trigger price is reached, a market order is generated and executed at the market rate immediately.

Here you need to enter only stop-loss trigger price.

A disclosed quantity order allows you to declare only a part of the actual order that you want to buy/sell. Once you specify the disclosed quantity, the order is sent to the exchange and only the disclosed part is shown on the market screen. The disclosed quantity should be at least 10% of the order quantity in equity segment. For FNO segment, disclosed quantity is not applicable.

A Day Order, as the name suggests, is an order which is valid for the day on which it is entered. If the order is not matched during the day, it gets cancelled at the end of the trading day.

An Immediate Or Cancel (IOC) order, as the name suggests, which has to be executed as soon as it is released in the market. If does not, then the order gets cancelled immediately.

Yes, you can place AMO orders for the next trading day.

AMO orders can be placed normally like a regular buy/sell order.

@NOTE: Status displayed for AMO Order will be AMO Pending in Pending tab under Orders

AMO orders are Orders that are placed post market closure.

They can be placed only in following:

Equity enabled Product Types - Delivery & Intraday

FNO enabled Product Types - Carry Forward & Intraday

Equity enabled Order Types - Limit & S/L Limit

FNO enabled Order Types - Limit & S/L Limit

Equity & FNO Segment - You can place AMO Order from 4:30 PM till 7.30 AM (T+1 Day).

An Order book is a report that contains all the orders that you have placed during the day.

Orders contain 2 tabs. One is "Pending" tab which will include your Pending and Partially Pending orders and another is "Executed" tab which will include your Executed, Partially Executed, Cancelled and Rejected orders.

To Modify your Order follow below steps:

1.Click Orders tab > Pending from footer

2. Tap on desired scrip/ contract which you want to modify

Note: Only Pending Orders can be modified. Executed Orders cannot be modified.

Orders can be pending due to reasons like change in market price or low number of buyers/sellers.

To view the status of your order > Pending OR Executed:

- Click on the orders tab from the footer

- Check the status against your respective order.

Note: You can filter & Sort your order status clicking on the filter option.

To Cancel your order follow below steps:

- Click Orders > Pending from footer

- Tap on desired scrip/ contract which you want to Cancel

Note: Only Pending Orders can be cancelled. Executed Orders cannot be cancelled.

A Executed book is a report that contains all the trades that have been executed for the day.

Executed book contains all your trades for the day which are executed partially OR at one go and helps you distinguish between a non-executed order and an executed trade.

Orders > Executed - If Reliance 100 Qty is traded partially with 10 Qty each, one entry of Reliance will be displayed with separate Trade entries of 10 Qty will be displayed on tap of card.

Orders > Pending - If Reliance 100 Qty is traded partially with 10 Qty each, one Trade entry of 100 Qty will be displayed under Pending.

Holdings will have 3 sub tab:

1.Holdings - Which are bought under Delivery will be available on T+2. You can sell your shares on T+1 except shares fall under BTST.

2.Today Positions - Positions executed for the same day

3.Expiry Positions - Positions executed which are carry forwarded till expiry date

To convert your positions follow below steps:

- Click on Orders from Footer > Select Executed tab

In case of Qty executed at one go, single Convert button will be displayed

In case of Qty executed partially i.e.: 10 Qty each - Separate 10 Convert button will be displayed against 10 Qty each

- Tap on desired stocks which you want to Convert

To view the status of your Open / Closed Positions:

- Click the Holdings tab from footer > Select Todays Positions OR Expiry Positions

- If Net Quantity is > than 0 (Positive) OR < than 0 (Negative), your order is Open

- If Net Quantity is = 0, your order is Closed

Shares will reflect under Holdings tab on T+1 day available in Footer

Yes, shares bought on T day can be sold on T+1 day. However, you might face a short sell risk if the shares are not received before pay-in. In case of settlement holiday on T+1 day, the shares bought on T day will not reflect in the client holdings and thus cannot be sold.

No, you are only allowed to square off more than your Intraday existing position with Margin check.

You are not allowed to sq. off more than your existing delivery position. RMS rejection will be thrown on Order Book

Yes, you can Add More Trades through Todays Positions and Expiry Positions i.e. Place same order which auto-populates your previous selected exchange & scrip/ contract on Place Order screen.

@NOTE: In case of holding a Short Quantity on clicking on Add More, Sell Order entry will get opened and In case of holding a Buy Quantity on clicking on Add More, Buy Order entry will get opened

You can only square off or convert your open positions (Full Quantity or Partial Quantity) and not for closed positions (Zero Quantity). For closed positions, square off and convert will not be available.

Yes, your Total, Realised and Unrealised P&L updating will be on real time basis under Positions.

Yes, your Total, Realised and Unrealised MTM updating will be on real time basis under Positions.

Yes, your Realised and Unrealised P&L updating against respective scrips / contracts will be on real time basis under Positions.

Yes, your Realised and Unrealised MTM updating against respective scrips / contracts will be on real time basis under Positions.

You can convert your Intraday position into Delivery position prior to 03:15 PM (square off time). Post 03:15 PM conversion functionality would be disabled for all Intraday trades.

No, you cannot your sell Intraday position in Cash segment to Delivery, since short sell conversion is disallowed

For F&O segment, Carry Forward and Intraday products are enabled. Delivery product has no relevance in F&O segment.

Yes, you can convert your Carry Forward position to Intraday given that the contract is available for Intraday trading OR Vice versa.

No, you cannot swap exchanges in any circumstances. Conversion is available to swap only products within the same exchange i.e. Delivery & Intraday

Orders can get rejected due to multiple reasons including insufficient margin, incorrect use of order type, stock not available for trading, etc.

You can either lien/add funds or increase margin through the Funds tab available in the Menu of the app

Yes, from footer on clicking on Orders > Pending & Executed tabs on tap of any of the respective stocks / contracts card under Order Details > Channel will be displayed.

Margin shortfall occurs when you hold onto positions in your trading account without having sufficient margin. Penalties are levied on Margin/ MTM shortfall.

Yes, you can convert your Carry Forward position to Intraday given that the contract is available for Intraday trading OR Vice versa.

Below are the timings for Intraday Square-Off:

Equity & FNO Segment: 03:15 PM

When the order is placed as a Intraday order and not squared-off by the client himself nor converted to delivery, only then it will squared off by BOBCaps RMS.

Intraday trades will auto squared off at 03:15 PM for Cash segment & F&O segment.

Following are the reasons why your position got squared off:

- Intraday trades will be squared off if you lose 75% of your Available Margin

- If the shares bought using Margin are down by more than 75% of your funds balance, square off will be done on the same trading day

Your intraday position was not squared off due to the following reasons:

- There might be an upper/lower circuit in that stock

- In case you have bought the stock and the share is in the lower circuit, your shares will be sold on the next trading day

- In case you have short sold the share & there is a upper circuit on the share the shares will be auctioned.

Since you are able to see just one tick per second, you may not be able to see the price when the stop-loss limit is breached and the trade is executed.

This might have happened if you have tried to sell at a price lower than the current market price. In such a situation, the system considers it as a market order and executes it at the current price.

In the pre-open session, all unmatched market orders are carried over to the normal market with their original timestamp as limit orders at the equilibrium price.

If the opening-price is not discovered, market orders will be carried over at the previous day’s closing price.

Yes, you can sell the stocks bought in Delivery on the same day. In such a case brokerage shall be charged as applicable to intraday trades.

No, only selected scrip in cash segment and selected contracts in F&O are available for trading in Intraday.

The below mentioned segment-wise classification will enable you to understand our Intraday Basket:

- Cash Segment: Only selected scrip in cash segment

- F&O - Stock Futures: All contracts with selected expiry are available for trading in Intraday (Current month expiry contracts)

- F&O - Index Futures: Only current month NIFTY and BANKNIFTY index future contracts are available for trading in Intraday

- F&O – Nifty Options: Only current week and monthly expiry contracts of selected Nifty strike price and expiry are available for trading in Intraday

- F&O – Stock Options: Only current week and monthly expiry contracts of selected Nifty strike price and expiry are available for trading in Intraday

The criteria for selection of strikes is as follows:

Nifty, 4% up and down from Current price. The range changes to 2% on expiry day.

While selecting scrip and contracts for Intraday there are various parameters that are evaluated by the Risk Team, for example: liquidity, impact cost, volatility, open interest, price band, VaR, banned scrips / contracts etc. Those scrip/contracts not fulfilling the benchmark set by Risk Team are not included in the Intraday basket.

All open Intraday positions are squared off at 03:15 PM in Equity & FNO segment by the risk team on best effort basis, if the same is not squared off by the client.

Intraday open positions are squared off on a best effort basis. A position may remain open due to circuit in the scrip/contract or other such issues. In such a scenario client would be responsible for the trading obligations arising out of any such open Intraday position.

Illiquid Scrip (Cash) – Scrip in cash segment which have been put in caution list by exchange and are subject to monitoring from broker/exchange.

Illiquid Contracts (F&O) – Contracts identified by exchange and termed illiquid due to very low liquidity, open interest, etc. with minimal or no trading in them.

Yes, one can trade in illiquid scrip/contract but it is subject to strict vigilance from risk team and well as from the exchange.

F&O contracts come with current month, next month and far-month expiry contracts. To break it down, all contracts other than current and next month are known as far-away contracts.

Peak Margin is the highest margin of the 4 random snapshots taken by the exchange on all open positions on each trading day.

In order to calculate the peak margin position intraday, clearing corporations takes a minimum of four random snapshots in the day of all margins; the highest of these snapshots becomes the peak upfront margin requirement of the day.

As per SEBI's Peak Margin norms, w.e.f. Sept 1st 2021, traders are expected to have full 100% of the peak margin requirement available with the broker i.e. intraday leverage for Equity Cash would be 5x (Max) Exposure limit and F&O Intraday leverage would be 1x margin limit going forward.

Penalty is calculated in the following manner:

- If there is a debit balance per segment per day, and margin amount is less than 1 lac or margin short fall amount is less than 10% of the requirement, then 0.5% penalty on shortage amount will be levied.

- If the shortfall is greater than 1 lac or margin short fall amount is more than 10% of the requirement then 1% penalty on shortage amount would be levied.

- 0.5% of penalty will be levied for first 3 days of debit. If the shortfall continues to 4th day then the penalty of 5% will be levied for each day from 4th day onwards.

- If short/non-collection of margins for a client takes place for more than 5 days in a month, then penalty of 5% of the shortfall amount shall be levied for each day, during the month, beyond the 5th day of shortfall.

- If the shortfall is caused due to movement of 3% or more in nifty on any trading day then the shortage penalty will be charged only if shortfall continues to T+2 days.

By depositing cheque (Cheque date should be trade date) for Margin Shortfall/ Peak shortfall [whichever is higher] or by transferring funds (For MTM Loss & Delivery/ Additional Margin Shortfall) before T+2 for Cash & T+1 for FNO.

Now client will get up to 5 times leverage in cash segment.

For Example: If client is having Rs 100, he will be able to create exposure up to worth Rs 500.

Now client will get up to 1 time leverage in FNO segment.

For example: If client brings in Rs 100 he will be able to create margin position worth Rs 100 only.

The derivative contracts in which the market-wide position limit has crossed 95% are moved to ban period. Only square-off orders are permitted when a security is in ban period.

No, trading is not allowed in Ban scrips / contracts. Only square off is allowed.

No, you cannot crate fresh position in Ban scrips / contracts also cannot carry forward the same.

You can trade up-to one day before expiry date, on expiry day the contract will be put on square-off mode wherein you can only square off the open positions & cannot create fresh position.

The client position on expiry day will be liquidated after 3:15 PM on best effort basis.

SPAN margin is computed at exchange level. The margins are revised by exchange through SPAN files provided at regular intervals. A broker has no role in deciding the quantum of margin to be blocked towards SPAN margin.

Yes, maintenance of SPAN and exposure margin is mandatory by exchange failing to penalty will be levied.

Penalty amount depends on factors like:

Shortfall amount
Condition 1: If the Shortfall amount is less than Rs 1 lakh AND Less than 10% of applicable margin then, 0.5% of shortfall amount will be levied as penalty.

Condition 2: If the Shortfall amount is greater than Rs 1 lakh OR More than 10% of applicable margin then, 1% of shortfall amount will be levied as penalty.

Whether the shortfall has continued for 3 consecutive days
If the shortfall in account continues for more than 3 consecutive days, then penalty of 5 % of the shortfall amount should be levied each day as penalty.

If shortfall has been more than 5 days in a month

If the shortfall in account has been for more than 5 times in a month, then penalty of 5 % of the shortfall amount should be levied each day, beyond 5th day as penalty.

As per exchange requirement, ledger should have margin at least equivalent to span and exposure margin requirement at the day of taking position. Exchange provides span file 5 times a day. There is always a chance that the margin requirement gets increased after position has been taken

Further, MTM requirement is also to be reported to exchange, which needs to be cleared by T+1 Day, or else penalty would be levied.

You can view your funds under Available Margin mentioned on Dashboard

Option 1:
To transfer funds through Linked BOB Account through Lien mark facility, you can go to Fund, select Allocate Funds option, enter amount you want to lien and hit submit. Your limits will be updated immediately and you can utilise the same for trading. Any unutilised amount will be auto transferred at the end of the day in your Ledger.
Option 2:
To transfer funds through payment gateway, you can go to Fund, select Allocate Funds option, enter amount you want to transfer and hit submit. Your limits will be updated immediately and you can utilise the same for trading. Any unutilised amount will be auto transferred at the end of the day in your Ledger.

Funds Can be transferred through Lien / Payment gateway options

To mark lien in your bank account, you can go to Fund, select Allocate Funds option, enter amount you want to lien and hit submit. Your limits will be updated immediately and you can utilise the same for trading. Any unutilised lien amount will be auto unliened at the end of the day.

There is no option to Unlien the funds, any unutilised lien amount will be auto unliened at the end of the day.

Limits gets updated on immediate basis.

No, you cannot Lien more funds than available in your bank account to your trading account.

The net Lien funds would be auto released on EOD basis and funds transferred through Payment Gateway would be credited to ledger account on T day.

Follow below given steps to generate New PIN.
1. Click on Forgot PIN?
2. Enter your User ID & DOB or PAN.
3. Enter OTP (OTP will be sent to your registered Mobile Number & Email ID)
4. Set PIN - Enter New PIN & Confirm New PIN
5. Your desired PIN will be set successfully

LogOut from Menu which will redirect you to Login screen.
Click on Switch User and follow below stpes:
1. Enter User ID
2. Enter DOB Or PAN number
3. Enter OTP (OTP will be sent to your registered Mobile Number & Email ID)
4. Enter PIN (If already Set) OR Set PIN - Enter New PIN & Confirm New PIN

No, you cannot login on Android OR iOS OR Trading Web parallelly. Login on one device / browser will automatically log out on another device / browser.

You need to follow same steps as fresh user to relogin again.
1. Enter User ID
2. Enter DOB Or PAN number
3. Enter OTP (OTP will be sent to your registered Mobile Number & Email ID)
4. Enter PIN

Follow below steps to login for subsequent users who already has registered for PIN:
1. User ID - Will be by default auto populated
2. You need to only enter PIN to relogin

Yes, If your Mobile number and Email ID is not updated or registered with us, you need to follow below steps to update your mobile number and email id:
1. Go to barodaetrade website
2. Download the Client Master Modification Request from Downloads > Forms/Files
3. You needs to fill up and sent the form to our customer care email id - customercare@bobcaps.in
4. Your details will get updated in 2 working days

Follow below steps to change your PIN.
1. Post login into the App, Go to Settings under Menu
2. Click on Change PIN
3. Enter Old PIN, New PIN & Confirm PIN
4. Click on Submit button to set your desired PIN will be set successfully

This feature is being introduced in compliance with the new circular issued by the exchanges for all brokers, which mandatorily requires them to implement two-factor authentication for their investors.

OTP will be asked for the first login. If you change the device or switch the user then again you have to enter OTP to login.

Yes, Once clearing the cache you need to re-login through OTP

It is a security feature where you will need to verify two factors which are Knowledge factor (PIN) & Possession factor (OTP) to Login on your web trading platform

If you enter incorrect PIN more than 3 times then your account will get lock.Use Forgot PIN to unlock your account.

Yes, you will get logged out if your session is inactive for an hour.

You can logout by clicking on the logout button under Profile section.

OTP will be asked for the first login. If you change the device or switch the user then again you have to enter OTP to login.

Yes, Once reinstalling or clearing the cache you need to re-login through OTP

It is a security feature where you will need to verify two factors which are Knowledge factor (PIN) & Possession factor (OTP) to Login on your web trading platform

If you enter incorrect PIN more than 3 times then your account will get lock.Use Forgot PIN to unlock your account.

You can logout by clicking on the logout button under Menu post login.

1. Pre-opening session: A pre-opening session allows you to place orders between 09:00 AM to 09:15 AM. It was started by NSE to minimize volatility of securities during market open every day.

2. You can place limit orders/market orders. For the first 8 minutes, (between 09:00 AM and 09:08 AM) the orders are collected, modified or cancelled. The order collection window can close at any time between 09:07 AM and 09:08 AM.

3. Once the window closes at 09:15 AM, new orders cannot be placed. The orders placed are matched and trades are confirmed. You can place orders during the order collection period only on the equity segment.

1. Post closing market session are similar to pre-opening market orders, post-closing market orders are allowed only for equity trading. The post-closing market session or closing session is open from 3:40 PM to 4:00 PM.

2. During this session, people can place buy/sell orders in equity (delivery product code) at the market price but do note that even if you place a market order it will be placed on the exchange at the closing price. So for example, if the closing price of Reliance at 3:30 PM is Rs. 800, between 3:40 PM and 4:00 PM, you can place market orders to buy/sell Reliance at market price (will be taken at Rs. 800).

3. The post-closing market session is not very active and you can look at the movement of stocks by opening the MarketWatch window from 3:40 PM to 4:00 PM.

To place a Buy/Sell order:

1) If you have already added your desired stock / contract to your Watchlist, just simply tap on card which redirects to Quotes screen and click on Buy or Sell.

2) Enter your desired quantity, price and choose the product type and order type & validity.

3) Place & Confirm your Order

If you haven't added the stock to your watchlist, first search for it using the Add stocks option .Then proceed with the rest of the steps as detailed above.

Delivery order is buying shares and holding them for some time in your demat account. It is a delivery-based trading, where the client is required to bring in 100% margin in the form of cash for buy orders and should have sufficient holdings for sell orders unless squaring off an existing open position.

Intraday order is buying or selling a security with the intention of squaring-off the position on the same day. Incase you do not square off your position, the exchange will square it off at a predetermined time.

A limit order is an order to buy or sell a share at a specific price.

A market order is a buy or sell order to be executed immediately at the current market price.

In a Limit Order the buying price or selling price is specified and the trade is executed only when the price is met. In contrast, a Market Order gets executed at the current market price.

A stop-loss limit order is a buy/sell order that can help you limit your losses in case the prices move against your trade. If you are buying a stock, then you will have to add a sell stop-loss similarly, if you are selling a stock, you will have to add a buy stop loss. The stop loss limit order is sent to the exchange after the "Limit Order" trigger is hit, i.e. the trade price needs to be defined by the user. Here, you need to enter the stop loss trigger price and stop loss limit price.

A stop-loss market order is a buy/sell order that can help you limit your losses in case the prices move against your trade. If you are buying a share, then you will have to add a sell stop-loss, similarly, if you are selling a stock, you will have to add a buy stop-loss. A stop-loss market order is referred to as market if touched order, as soon as the trigger price is reached, a market order is generated and executed at the market rate immediately.

Here you need to enter only stop-loss trigger price.

A disclosed quantity order allows you to declare only a part of the actual order that you want to buy/sell. Once you specify the disclosed quantity, the order is sent to the exchange and only the disclosed part is shown on the market screen. The disclosed quantity should be at least 10% of the order quantity in equity segment. For FNO segment, disclosed quantity is not applicable.

A Day Order, as the name suggests, is an order which is valid for the day on which it is entered. If the order is not matched during the day, it gets cancelled at the end of the trading day.

An Immediate Or Cancel (IOC) order, as the name suggests, which has to be executed as soon as it is released in the market. If does not, then the order gets cancelled immediately.

Yes, you can place AMO orders for the next trading day.

AMO orders can be placed normally like a regular buy/sell order.

@NOTE: Status displayed for AMO Order will be AMO Pending in Pending tab under Orders

AMO orders are Orders that are placed post market closure.

They can be placed only in following:

Equity enabled Product Types - Delivery & Intraday

FNO enabled Product Types - Carry Forward & Intraday

Equity enabled Order Types - Limit & S/L Limit

FNO enabled Order Types - Limit & S/L Limit

Equity & FNO Segment - You can place AMO Order from 4:30 PM till 7.30 AM (T+1 Day).

An Order book is a report that contains all the orders that you have placed during the day.

Orders contain 2 tabs. One is "Pending" tab which will include your Pending and Partially Pending orders and another is "Executed" tab which will include your Executed, Partially Executed, Cancelled and Rejected orders.

To Modify your Order follow below steps:

1.Click Orders tab > Pending from footer

2. Tap on desired scrip/ contract which you want to modify

Note: Only Pending Orders can be modified. Executed Orders cannot be modified.

Orders can be pending due to reasons like change in market price or low number of buyers/sellers.

To view the status of your order > Pending OR Executed:

- Click on the orders tab from the footer

- Check the status against your respective order.

Note: You can filter & Sort your order status clicking on the filter option.

To Cancel your order follow below steps:

- Click Orders > Pending from footer

- Tap on desired scrip/ contract which you want to Cancel

Note: Only Pending Orders can be cancelled. Executed Orders cannot be cancelled.

A Executed book is a report that contains all the trades that have been executed for the day.

Executed book contains all your trades for the day which are executed partially OR at one go and helps you distinguish between a non-executed order and an executed trade.

Orders > Executed - If Reliance 100 Qty is traded partially with 10 Qty each, one entry of Reliance will be displayed with separate Trade entries of 10 Qty will be displayed on tap of card.

Orders > Pending - If Reliance 100 Qty is traded partially with 10 Qty each, one Trade entry of 100 Qty will be displayed under Pending.

Holdings will have 3 sub tab:

1.Holdings - Which are bought under Delivery will be available on T+2. You can sell your shares on T+1 except shares fall under BTST.

2.Today Positions - Positions executed for the same day

3.Expiry Positions - Positions executed which are carry forwarded till expiry date

To convert your positions follow below steps:

- Click on Orders from Footer > Select Executed tab

In case of Qty executed at one go, single Convert button will be displayed

In case of Qty executed partially i.e.: 10 Qty each - Separate 10 Convert button will be displayed against 10 Qty each

- Tap on desired stocks which you want to Convert

To view the status of your Open / Closed Positions:

- Click the Holdings tab from footer > Select Todays Positions OR Expiry Positions

- If Net Quantity is > than 0 (Positive) OR < than 0 (Negative), your order is Open

- If Net Quantity is = 0, your order is Closed

Shares will reflect under Holdings tab on T+1 day available in Footer

Yes, shares bought on T day can be sold on T+1 day. However, you might face a short sell risk if the shares are not received before pay-in. In case of settlement holiday on T+1 day, the shares bought on T day will not reflect in the client holdings and thus cannot be sold.

No, you are only allowed to square off more than your Intraday existing position with Margin check.

You are not allowed to sq. off more than your existing delivery position. RMS rejection will be thrown on Order Book

Yes, you can Add More Trades through Todays Positions and Expiry Positions i.e. Place same order which auto-populates your previous selected exchange & scrip/ contract on Place Order screen.

@NOTE: In case of holding a Short Quantity on clicking on Add More, Sell Order entry will get opened and In case of holding a Buy Quantity on clicking on Add More, Buy Order entry will get opened

You can only square off or convert your open positions (Full Quantity or Partial Quantity) and not for closed positions (Zero Quantity). For closed positions, square off and convert will not be available.

Yes, your Total, Realised and Unrealised P&L updating will be on real time basis under Positions.

Yes, your Total, Realised and Unrealised MTM updating will be on real time basis under Positions.

Yes, your Realised and Unrealised P&L updating against respective scrips / contracts will be on real time basis under Positions.

Yes, your Realised and Unrealised MTM updating against respective scrips / contracts will be on real time basis under Positions.

You can convert your Intraday position into Delivery position prior to 03:15 PM (square off time). Post 03:15 PM conversion functionality would be disabled for all Intraday trades.

No, you cannot your sell Intraday position in Cash segment to Delivery, since short sell conversion is disallowed

For F&O segment, Carry Forward and Intraday products are enabled. Delivery product has no relevance in F&O segment.

Yes, you can convert your Carry Forward position to Intraday given that the contract is available for Intraday trading OR Vice versa.

No, you cannot swap exchanges in any circumstances. Conversion is available to swap only products within the same exchange i.e. Delivery & Intraday

Orders can get rejected due to multiple reasons including insufficient margin, incorrect use of order type, stock not available for trading, etc.

You can either lien/add funds or increase margin through the Funds tab available in the Menu of the app

Yes, from footer on clicking on Orders > Pending & Executed tabs on tap of any of the respective stocks / contracts card under Order Details > Channel will be displayed.

Margin shortfall occurs when you hold onto positions in your trading account without having sufficient margin. Penalties are levied on Margin/ MTM shortfall.

Below are the timings for Intraday Square-Off:

Equity & FNO Segment: 03:15 PM

When the order is placed as a Intraday order and not squared-off by the client himself nor converted to delivery, only then it will squared off by BOBCaps RMS.

Intraday trades will auto squared off at 03:15 PM for Cash segment & F&O segment.

Following are the reasons why your position got squared off:

- Intraday trades will be squared off if you lose 75% of your Available Margin

- If the shares bought using Margin are down by more than 75% of your funds balance, square off will be done on the same trading day

Your intraday position was not squared off due to the following reasons:

- There might be an upper/lower circuit in that stock

- In case you have bought the stock and the share is in the lower circuit, your shares will be sold on the next trading day

- In case you have short sold the share & there is a upper circuit on the share the shares will be auctioned.

Since you are able to see just one tick per second, you may not be able to see the price when the stop-loss limit is breached and the trade is executed.

This might have happened if you have tried to sell at a price lower than the current market price. In such a situation, the system considers it as a market order and executes it at the current price.

In the pre-open session, all unmatched market orders are carried over to the normal market with their original timestamp as limit orders at the equilibrium price.

If the opening-price is not discovered, market orders will be carried over at the previous day’s closing price.

Yes, you can sell the stocks bought in Delivery on the same day. In such a case brokerage shall be charged as applicable to intraday trades.

No, only selected scrip in cash segment and selected contracts in F&O are available for trading in Intraday.

The below mentioned segment-wise classification will enable you to understand our Intraday Basket:

- Cash Segment: Only selected scrip in cash segment

- F&O - Stock Futures: All contracts with selected expiry are available for trading in Intraday (Current month expiry contracts)

- F&O - Index Futures: Only current month NIFTY and BANKNIFTY index future contracts are available for trading in Intraday

- F&O – Nifty Options: Only current week and monthly expiry contracts of selected Nifty strike price and expiry are available for trading in Intraday

- F&O – Stock Options: Only current week and monthly expiry contracts of selected Nifty strike price and expiry are available for trading in Intraday

The criteria for selection of strikes is as follows:

Nifty, 4% up and down from Current price. The range changes to 2% on expiry day.

While selecting scrip and contracts for Intraday there are various parameters that are evaluated by the Risk Team, for example: liquidity, impact cost, volatility, open interest, price band, VaR, banned scrips / contracts etc. Those scrip/contracts not fulfilling the benchmark set by Risk Team are not included in the Intraday basket.

All open Intraday positions are squared off at 03:15 PM in Equity & FNO segment by the risk team on best effort basis, if the same is not squared off by the client.

Intraday open positions are squared off on a best effort basis. A position may remain open due to circuit in the scrip/contract or other such issues. In such a scenario client would be responsible for the trading obligations arising out of any such open Intraday position.

Illiquid Scrip (Cash) – Scrip in cash segment which have been put in caution list by exchange and are subject to monitoring from broker/exchange.

Illiquid Contracts (F&O) – Contracts identified by exchange and termed illiquid due to very low liquidity, open interest, etc. with minimal or no trading in them.

F&O contracts come with current month, next month and far-month expiry contracts. To break it down, all contracts other than current and next month are known as far-away contracts.

Yes, one can trade in illiquid scrip/contract but it is subject to strict vigilance from risk team and well as from the exchange.

F&O & Currency contracts come with current month, next month and far-month expiry contracts. To break it down, all contracts other than current and next month are known as far-away contracts.

Peak Margin is the highest margin of the 4 random snapshots taken by the exchange on all open positions on each trading day.

In order to calculate the peak margin position intraday, clearing corporations takes a minimum of four random snapshots in the day of all margins; the highest of these snapshots becomes the peak upfront margin requirement of the day.

As per SEBI's Peak Margin norms, w.e.f. Sept 1st 2021, traders are expected to have full 100% of the peak margin requirement available with the broker i.e. intraday leverage for Equity Cash would be 5x (Max) Exposure limit and F&O Intraday leverage would be 1x margin limit going forward.

Penalty is calculated in the following manner:

- If there is a debit balance per segment per day, and margin amount is less than 1 lac or margin short fall amount is less than 10% of the requirement, then 0.5% penalty on shortage amount will be levied.

- If the shortfall is greater than 1 lac or margin short fall amount is more than 10% of the requirement then 1% penalty on shortage amount would be levied.

- 0.5% of penalty will be levied for first 3 days of debit. If the shortfall continues to 4th day then the penalty of 5% will be levied for each day from 4th day onwards.

- If short/non-collection of margins for a client takes place for more than 5 days in a month, then penalty of 5% of the shortfall amount shall be levied for each day, during the month, beyond the 5th day of shortfall.

- If the shortfall is caused due to movement of 3% or more in nifty on any trading day then the shortage penalty will be charged only if shortfall continues to T+2 days.

By depositing cheque (Cheque date should be trade date) for Margin Shortfall/ Peak shortfall [whichever is higher] or by transferring funds (For MTM Loss & Delivery/ Additional Margin Shortfall) before T+2 for Cash & T+1 for FNO.

Now client will get up to 5 times leverage in cash segment.

For Example: If client is having Rs 100, he will be able to create exposure up to worth Rs 500.

Now client will get up to 1 time leverage in FNO segment.

For example: If client brings in Rs 100 he will be able to create margin position worth Rs 100 only.

The derivative contracts in which the market-wide position limit has crossed 95% are moved to ban period. Only square-off orders are permitted when a security is in ban period.

No, trading is not allowed in Ban scrips / contracts. Only square off is allowed.

No, you cannot crate fresh position in Ban scrips / contracts also cannot carry forward the same.

You can trade up-to one day before expiry date, on expiry day the contract will be put on square-off mode wherein you can only square off the open positions & cannot create fresh position.

The client position on expiry day will be liquidated after 3:15 PM on best effort basis.

SPAN margin is computed at exchange level. The margins are revised by exchange through SPAN files provided at regular intervals. A broker has no role in deciding the quantum of margin to be blocked towards SPAN margin.

Yes, maintenance of SPAN and exposure margin is mandatory by exchange failing to penalty will be levied.

Penalty amount depends on factors like:

Shortfall amount
Condition 1: If the Shortfall amount is less than Rs 1 lakh AND Less than 10% of applicable margin then, 0.5% of shortfall amount will be levied as penalty.

Condition 2: If the Shortfall amount is greater than Rs 1 lakh OR More than 10% of applicable margin then, 1% of shortfall amount will be levied as penalty.

Whether the shortfall has continued for 3 consecutive days
If the shortfall in account continues for more than 3 consecutive days, then penalty of 5 % of the shortfall amount should be levied each day as penalty.

If shortfall has been more than 5 days in a month

If the shortfall in account has been for more than 5 times in a month, then penalty of 5 % of the shortfall amount should be levied each day, beyond 5th day as penalty.

As per exchange requirement, ledger should have margin at least equivalent to span and exposure margin requirement at the day of taking position. Exchange provides span file 5 times a day. There is always a chance that the margin requirement gets increased after position has been taken

Further, MTM requirement is also to be reported to exchange, which needs to be cleared by T+1 Day, or else penalty would be levied.

You can view your funds under Available Margin mentioned on Dashboard

Option 1:
To transfer funds through Linked BOB Account through Lien mark facility, you can go to Fund, select Allocate Funds option, enter amount you want to lien and hit submit. Your limits will be updated immediately and you can utilise the same for trading. Any unutilised amount will be auto transferred at the end of the day in your Ledger.
Option 2:
To transfer funds through payment gateway, you can go to Fund, select Allocate Funds option, enter amount you want to transfer and hit submit. Your limits will be updated immediately and you can utilise the same for trading. Any unutilised amount will be auto transferred at the end of the day in your Ledger.

Funds Can be transferred through Lien / Payment gateway options

To mark lien in your bank account, you can go to Fund, select Allocate Funds option, enter amount you want to lien and hit submit. Your limits will be updated immediately and you can utilise the same for trading. Any unutilised lien amount will be auto unliened at the end of the day.

There is no option to Unlien the funds, any unutilised lien amount will be auto unliened at the end of the day.

Limits gets updated on immediate basis.

The net Lien funds would be auto released on EOD basis and funds transferred through Payment Gateway would be credited to ledger account on T day.

No, you cannot Lien more funds than available in your bank account to your trading account.