With over decades of experience in understanding client's requirements,
PhillipCapital presents Phillip9 trading application. Trading is easy
and fast with Phillip9. Loaded with all the latest features. Experience
the new robust interface build especially to enhance your trading
experience. Brings everything you need at your finger tips. Be worry
free with our smooth trading interface. Join us and be a part of our
happy trading community
Invest anytime, anywhere
Features & FAQ
Phillip9 uses latest technologies at the back end and the front end to give you a seamless experience in using the application.
Features of Phillip9:
• Get benefit of live charting with advanced technical indicators to analyses markets like a pro.
• Use Basket Orders to efficiently manage your Option strategies or Bulk orders.
• Place Orders quickly without selecting any multiple dropdowns. Added on top is Quick Order to pre-set all order parameters.
• Get trading APIs to develop your own strategies
• Get live Greek values for your derivatives positions to effectively manage them
• Track your portfolio live
FAQ
Onboarding/eKYC process for Demat & Trading A/c can be done through the Phillip9 signup page https://phillip9ekyc.phillipcapital.in/#/ Watch the video tutorial to know the complete process
2.1 Forget Password
In case you forget your login password, you can
use the 'Forgot Password' link.
2.2 OTP Authentication
After entering Login credentials, you will get
One Time Password (OTP) on your registered
mobile and email Id. OTP process is used to
verify the authentication of the valid user while
Logging in. You will receive OTP from BSE
India/ Bolt+OnWeb
2.3 Password Reset
If you are logging in for the first time or the
password is reset by Admin, the following window
will appear and you can change the password.
2.4 Steps to change my password:
1) Go to the extreme bottom right to the
‘Settings’; then click on change password which
is the second option.
2) Enter your Old password of Phillip9, enter
your desired password in the New password
column, and then enter again your new
password in Confirm password section.
3) Then you have to enter your client code and
the new password which you have generated
and then you will be getting OTP on your the
registered mobile number which is only valid
for 90 seconds for authentication. If required,
you can regenerate the OTP after 20 seconds.
By doing this, you will be able to change your
password.
1) If you want to see any stocks then go to “Watch”,
search your desired stock by entering the stock
name
2) Then you can see the information about the
particular stock like Open, High, Low, and Close.
3) You can check in the Buyers list for Quantity,
Orders and Bid price. You can also check in the
Sellers list for the Offer price, Orders and Quantity.
4.1 Add Index
Two Indexes can be added on top. Clicking on any
index will open a list of indices, and you can select
any particular index which you want to configure
and will be replaced with the existing index.
4.2 Adding/ Removing Scrips in Market Watch
Adding Scrip is easy. You can simply search the
name of the company or symbol and the system
will give suggestions. This is a global search bar
that allows you to select every contract, be it equity,
futures or options of a particular underlying. The
"Add" button helps in adding the scrip in MW. The
"Remove" button helps in removing the scrip. You
also have an option of the 'Delete' button once the
scrip is added in MW for removing from MW
4.3 Market Depth
Market Depth shows all the details of the selected
contract/scripts like open, high, low, close, volume,
best buy price & quantity, best sell price & quantity
5.1 Order Placement
Order placement can be done from Buy/ Sell
option available in the market watch after clicking
on any particular scrip.
5.2 Buy Order
A Buy Order Entry is the request to place a buy
order. Once you click on this option, the window
will appear in which you need to fill in the different
required parameters for placing the order.
5.3 Sell order
A Sell Order Entry is a request for placing a sell
order. Once you click on this option, the window
will appear in which you need to fill in the different
required parameters for placing the order.
6.1 Change Pending Order Book
Order Book will give information regarding the
timing of the order, script name, quantity, price,
the status of the order. An open window will only
display orders which are pending. A complete
window will only display orders which are executed
successfully. All windows will display all pending
orders, cancelled orders, complete orders &
rejected orders.
6.2 Options in Order book
You get four options in the pending order book like
Modification, Cancellation, Information, and
Cancel All. Here you also get a search bar on top
for searching any particular order from the list of
orders.
6.3 Order Modification
If you wish to modify your pending order, it can be
done by clicking the modification option available
from the pending order book.
6.4 Cancel Order
Order can be cancelled by clicking on the "Cancel"
option.
6.5 Info tab
Info tab gives you more details about your order.
6.6 Cancel All
You can cancel all orders or a few selected orders
by clicking the checkbox and can easily cancel
multiple orders at one go.
In the trade Book, you will be able to see those
trades which are executed successfully in the
market. An open window will only display trades
that are pending. A complete window will only
display trades that are executed successfully. All
windows will display cancelled orders, complete
orders & rejected orders.
Click on Funds
Check your Available Margin
Check your opening Cash
Check your Margin used.
(1)Go to positions
(2)See your current positions in the market
(3)Click on holdings and see all your holdings
9.1 Add and Exit
You can click on Add or Exit button for adding or
exiting the existing position. For adding, a new
order window will be opened. Exit order will go as a
market order by confirming once, and you have an
option to reduce the quantity but cannot increase
the quantity.
9.2 Position Conversion
This option lets you convert the position from
Intraday(MIS) to CNC and vice versa.
9.3 Exit All
You can select multiple open positions by ticking
on the checkbox and click on the Exit button to exit
all positions. One confirmation window will come
and confirm that you can exit all/ selected
positions together.
9.4. Holdings Book
Holding window provides you with the stock details
which are there in your Demat account.
9.5 Add and Exit option
Clicking on Add/ Exit button opens the Buy and Sell
window, and you can select the options available in
Buy/Sell window to place the order. The Exit (Sell)
option can be used if you want to sell the stock
from your portfolio. You can also Add (Buy) more
of that particular stock by clicking on add button.
1) Go to "Funds"
2) Click on Payin if you want to deposit money Or
click on Payout if you want to withdraw money.
1) Go to Settings
2) Click on Reports
3) Here you can see your Ledger and Profit &
Loss account
4) You can also see your Capital (Cash Segment)
and Futures by entering from date to date.
Activity log shows you all the detailed actions taken
in the market for order placement/ order
execution. It also shows exchange broadcast
messages.
Steps to change my Quick Trade Setting:
1) Go to "Settings"; then click on Quick Trade
Settings, which is the fourth option.
2) You can see the exchanges on the left-hand
side, BSE, NSE, MCX, & OTHER SEGMENT. In
the middle column you can enter your desired
quantity and on the right-hand side, there is a
column of Price. Select any one option between
Limit Trade and Market Trade.
3) Save the current changes.
If you want to change your Phillip9 app theme then
go to “Settings”, click on Theme, and then you have
2 options that are Light and Dark. Choose your
desired one.
Basket Orders are useful when you want to place &
execute multiple orders at different prices, different
contracts, different segments & different strategies at
one click.
1) Select the Contract or instrument equity, futures,
options that you wish to trade into which you wish
to place your basket order.
2) Enter the Script, Quantity, Price, Market Type, and
select option add to Basket you can add a
maximum of 10 scripts/contracts to add in
Basket
3) After adding orders in the Basket, you have to select
execute option to place the buy or sell basket orders.
1)Step 1: Login to Phillip9 Mobile app and select IPO under Settings option.
2) Step 2: Select the IPO from Ongoing IPO's list.
3) Step 3: Click on Apply Now, Please Enter the price or you can click on cut- off price and then enter your quantity, your UPI Id, your UPI BANK and accept the terms & condition by clicking on checkbox and proceed by selecting Next button.
2) Step 4: Verify all the details and click on Submit Application, your bid will be successful once you accept the mandate received from your UPI application.