Transcript for:
Lecture on Stock Back Feature by Tradeon

evening sir good evening everybody good evening sir good evening good evening everybody good evening good evening evening yeah uh I can see a big number oh so thank you so much for uh joining this uh session I welcome you all to a very interesting session of today for all as batch Community we are going to watch a new feature that you can see on the screen uh the name of the feature is stock back okay so I'll just quickly give the introduction what the stock back is uh and then uh we will start uh discussing about it okay so uh till now uh we are managing our strategies through algorithms and mostly of those strategies are based on Futures and options okay but what uh about the stocks what about if I want to uh I mean have a eye on my portfolio and I want to let's say uh add some stocks in a portfolio or remove any stocks from a portfolio uh how we can manage that okay so this stock back feature is very much important in which you can actually uh uh create your own portfolio uh through this algorithm you can decide the weightage uh for a particular stock uh and you can uh I mean add one or two stocks remove one or two stocks and you can actively manage that portfolio on treron now so uh let me give you some example uh through which we can understand this concept so let us assume that uh let's say I have a five stocks in my portfolio let's say uh first one is HDFC Bank second one is uh indust Bank third one is exis Bank fourth one is IC Bank and fifth one is SBI let's say all banking related stocks I want in my portfolio let's say so basically what I can do here in in case of this stock back I can uh add number of stocks here I can decide uh the number of I mean uh uh weightage that I want for this particular stock so let us say I have a uh let's say 100 rupees and I can de side let's say out of that I want 5% in uh HDFC Bank let's say 15% in industan Bank 20% in let's say AIS bank and so on so basically I can decide the weightage out of 100 G and Tron will taken care of everything so uh basically Tron will decide how many how much quantity that uh uh I mean the system need to buy to have a weightage more or less equal to 5 5% if I decided to have 5% rage in HDFC B so it will live track the amount of the price of the HDFC bank and it will decide how much quantity uh it should be added so uh you can start this portfolio as less than I mean you can start it with one stocks and I mean you can add up to any any number okay you you just need to decide the weightage here and Tron will take care of everything now let us assume that I've created this portfolio uh with a let's say 5 lakh and I've created this stock uh I mean stock pack and later on let's say I want to add let's say one lakh Rupees to the existing portfolio I can do it so this one lakh will again go in the same proportion uh which I have decided here in the stock back and this one lakh will be again added uh to my existing position so at any time this is just like the Sip okay uh you can invest at any any point of a time of course during the market ass you can just click on invest and you can decide your amount and that amount will be uh I mean uh goes into the stock bag and it will decide the uh how much quantities that should be add and accordingly it will be mat you can again withdraw the same okay so suppose later on I want to withdraw let's say 50,000 out of that so system will automatically calculate if I want to withdraw 50,000 what is what will be the best uh I mean the uh best withdrawal plan so that uh my weightage should be very much nearer to what I have in the stock Val so system will decide which stocks I need to sell and uh uh how much quantity that I need to sell so you just click on withdraw and just uh enter the amount 50,000 system will automatically call calculate uh I mean which stocks need to be sold and what quantities need to be sold so this is I mean very interesting uh feature that is added by the trade and uh just like I mean we can share this Strate I mean just like we share the strategy uh through the private link and also we can register it on Marketplace similarly this stock back you can uh create it for your own's uh purpose you can manage your own portfolio if you think that you want to uh make this stock back publicly available then you can share it through uh I mean you can share it through the private link also you can register this stock back on a Marketplace so uh and very interesting point that if you're existing plan is let's say 300 that is a starter plan you don't need to pay any extra charges for this stock back okay so for example let's say uh I mean before this feature uh in a starter trend you will be able to deploy one live deployment right so you are allowed to deploy one strategy that is on a live auto execution now in the same plan I mean in the same 300 plan now you able to do one live deployment for the strategy and you can also make one live deployment for stock back so you don't need to pay anything extra to run this stock back okay so this is again I mean very interesting and uh uh very much helpful uh so that I mean we can use this feature and there is no need to pay any anything extra that's that's a great so right now uh we will go and see how you can create a stock back how you can decide the weightage how can make it publicly available how you can uh rebalancing it and everything related to stock back now we'll see on a trade con subsite so let's go to the tradeon website now yeah so this is a uh rron website now uh just go and cl uh click on create so you get this Advance you can create Advanced strategy here you can uh go to the option Wizard and now you can able to see the third feature which is called as stock back just click on stock back this window will appear uh this is very much similar to the uh I mean where we build our strategy right uh so when you create a strategy so it's it's the same page so you basically you can uh name your name of the stock back let's say uh I'm giving a name as demo for ASP members so this is my name of the stock backs you can put the tags here I mean uh whatever tags that you f which are let's say I'm giving bullish here so this is my tag you can put your own description here uh what is about the stock back again as I always say if you're making this stock back on your I mean for yourself there is no need of putting tags and description but uh if you want to make it public uh then it is very important to put your tags and description so that people can uh get to know what is this stock back about yeah so this is how uh it's very similar to what you create in strategy now here you can actually add the stocks so add and organize stock backs so just click on here and you can start adding uh the number of stocks here so let us assume that I'm entering uh let's say first I'm entering Reliance just click on Reliance and right now you can able to see uh this Lan is added here okay the price is also here so automatically you can see it here is minimum investment for this stock bag is now 2,931 rup now I'll add just HDFC Bank also now you can see HDFC Bank currently is trading at550 so the minimum investment is now sh up to 4,447 now as soon as I added two stocks you can see here uh the weightage for I mean considered to be a equal weightage so you can just click here and uh see the C I mean click on the custom weightage and you can just I mean increase or decrease the percentage so let's say I want 40% weightage in Reliance and 60% in HDFC uh now you can see the I mean the weight weights are changed okay so let us say I want to add one more stock that is tan as soon as I added Titan you can see uh I mean accordingly the percentage I mean change so let's say I want 10% in tythan I can simply take 10 here okay and now this 10 is locked now I can change my Reliance percentage I can say I want 30% in the Reliance so similarly uh 60% is hdf see I mean Reliance 30% and this is 10% so you can actually uh unlock this also so when you when you unlock this uh particular uh what you can say V when you're going to add a new stock uh I mean accordingly this weightage will get changed if you lock this this this weightage will not get changed so see for example this is a 10% in in and if I add one more stock here let's add the yes now you can see this weightage get changed but my uh I mean Titan is remain same as 10 so this is how you can add uh one more stock can just let's say I want now if my let's say my Titan percentage is locked my I mean Titan weight is locked you can see lock sign here so if I just uh decrease my let's say TCS by one you can see my Reliance and HDFC Bank weightage are changing if I I mean up further more I mean it is changing but now I'll also lock Reliance now if I change in TCS you can able to see only my HDFC Bank percentage is changing so can decide your own weightage here let's say I want 10% TCS 15% Titan let's say lines I want let's say 24% now each and every everything is locked now I can add if I add one more stock here my HDFC Bank percentage will get changed but all other percentage will remain same so let's add one more stock here I added Tata Motors here e e Yeah so basically I have created a portfolio Now 1 2 3 4 5 six seven stocks and uh you can see the minimum investment year is 40,000 around and uh system has I mean decided how much quantity it need to buy so baj Finance I want a weightage of 15.13 and it decided to buy one share for TCS it decided to buy one share for Titan it decided to buy one share for reliance I want 20% so I decided to buy three shares so all the quantities uh is I mean taken by the system automatically okay now this stock badge is created now uh I mean I can just make it public if I want right now I'm not making it to the public so this is not a public strategy right now then uh I can just click on Save here and I can found this stop back here you can see here in the my strategy page I can find this demo for ASB member now what I can do I can simply deploy this just a second allow to one strategy maybe I don't know why it is not sh I'll show it from other account okay e just a second yeah so you'll be able to see this at my strategy page you can just click on deploy uh and it will show the uh minimum transaction amount that is required you can put your transaction amount as well so let's say I want to go with let's say 15,000 can just click on 15,000 and click on deploy that's it now this has been deployed you can see here uh this uh stock bag is deployed you can see the uh stock back logo in the green color also so now uh as as I mean at this particular time Market has not uhan running so this will not take an entry so as soon as uh Market opens this stock back will take an entry with the amount of 15,000 so I'll show you how this deployment looks like so this is my own Stock B that uh that I had created uh to test this feature and this is on a live auto mode so you can check it this is a live Auto uh this deployment is on live auto mode and uh after uh deploying this stock back uh it tookes the entries so this was a deployment with a 10 lakh amount on live Auto so all the entries are taken correctly now what you can do here is there is two options here that you get about about this particular deployment that invest and the withdraw so if you think that you want to invest a further amount in this particular uh stock back you can just click on invest here just click on invest here and you can add 10,000 amount let's say and you can just click on confirm now the system will automatically calculate uh I mean how much quantities it need to be buy for all these particular eight uh stocks and accordingly it will put that uh and 10,000 uh will be added to your account so simply if you want to withdraw something you can just click on withdraw amount and you can withdraw that amount and just click on confirm that amount will be withdrawn system will be automatically taken care how much uh quantities need to be sold for uh each particular sh so I mean this is very very easy to handle your portfolio uh you don't need to calculate all the time how much quantities you need to buy and how much quantities that you need to sell for each stock so imagine if if your portfolio consist of let's say uh 40 to 50 stocks and you have I mean uh different weightage for that it takes almost I mean it is very time consuming for all the time when you want to invest or when you want to withdraw okay so this is a great feature now currently I have eight particular stocks in this particular uh what you can say uh uh stock back and right now my current pendl is around one lakh rupees so I mean at any point of time if I I mean decide to invest I can do that if I need I mean decide to withdraw I can do that one more future is that let us say if uh I created this stock p and let's say I want to book the profit in uh one of the stocks and let's say uh this is my I mean publicly shared stock back and the current investment is I mean minimum investment is let's say 35,000 now assume that uh let us say I want to uh Delete the Titan and instead of Titan I want to let's say add one more stock okay so I can what I can do I can simply delete Titan here so right now there is no Titan and I can add one more stock let's say Asian pits so I have removed uh Titan and I have added Asian pits now what will happen uh let us say I have 100 subscribers from all subscribers accounts Titan will get exited and then Asian pains will get added so as simple as that so you can actually actively manage your funds also this is basically like a mutual fund and you can manage a mutual fund I mean in a systematic way so I mean this is a great feature so let us say I want to uh I mean I want to book the profit in Asian pants uh thereafter and I don't want to add any stops so I can simply delete my Asian pins uh now from all the deployments Asian pins will get exited and accordingly uh this uh percentage will be uh followed okay uh at any any point of time let's say this is my current deployment I want to uh further add one more stock let's say Verger p i can simply add it and decide the percentage I mean all the rebalancing will be done uh at all the places I mean for each subscriber this adjustment will will be made so uh it is very easy to rebalancing also so let us say after every 3 months you decided to rebalance so let us say you don't want to add anything you don't want to uh delete anything just you just want to uh decrease the percentage of uh few stocks and increase the percentage for uh I mean flu stock you can just rebalancing it and this rebalancing will happen uh for I mean for every particular subscriber so you can use it for your own you can use it for uh I mean uh portfolio managing you can do it uh whatever you want okay so right now uh if you go here in a Marketplace uh in Marketplace also they have created this uh Alo strategy and stock back separately and also if you go here in a pricing plan I quickly go and explain what is the pricing plan for this uh particular stock back now you can see it here you don't need to pay anything extra for this particular uh plan just yes now you can see it here in your startle brand that is 300 rupees right in 300 rupees you can earlier you will be able to deploy only one strategy on live Auto right only one strategy on live Auto now you can deploy One stock bag also okay in 1200 plan you'll be able to uh you will be able to uh deploy five allo strategies right now you can deploy plus two stock bag also so basically there will be a seven live deployments five for the strategy and two for the stock back then third one is uh 2,500 plan for that you will be able to deploy 12 strategies plus four stock plan for 5,000 plan 25 strategies plus eight stock back and for last plan 100 strategies and 16 stock back so this is in addition to your existing plan this is basically in addition to your existing plan so if we are having any plan we'll be able to deploy the stock box immediately from today okay so you can immediately decide to deploy that you don't need to pay anything extra so let us assume that you are currently under 1200 plan and you are running with five strategies already still you will be able to deploy two stocks backs uh can create your own stock bag as well uh if you want to I mean subscribe from Marketplace you will also uh you can also do it also there is no uh variable fee on the stock back uh if you subscribe it from a Marketplace uh there is no variable fee on your whatever you earn as a profit there will be a fixed monthly fee for the stock back uh depending on uh what Creator chge Okay so this is about the pricing plan as I explained no need ofay any extra uh CH and now we'll quickly go on here at a Marketplace here you can see it uh on the marketplace there are two uh segments here A type is allo strategy and a stock back if you just click on a stock backs all uh I mean stock backs which are available in the market right on the marketplace that will uh show it here so here all the I mean these are the free uh stock bags that you can subscribe uh and this is my my stock bag which I have just shown you uh this is also AV okay so what you can do is just click on subscribe and let I subscribe this and this will be shown in your my strategy page and you can simply click on deploy and you can deploy it and you can start using it for your own purpose okay yeah uh once it is deployed uh it will be shown in your deployment page here uh I mean it it will be show uh I mean you can see like this once it takes entry I mean you can able to see whatever the stocks it has taken at what is the quantity taken what is the price taken what is the value and what is your PN can you'll be able to see it you can see it everything you can deploy this on a paper trade just like a strategy all other things are same you can deploy it on a live Auto also you can deploy it on a paper trade also and if you want to further invest just click invest enter amount you want to withdraw just click on withdraw enter them as simple as that okay and this is how you can actively manage your portfolio uh by using this stock back feature yeah so that was a new feature for trade R and uh that's it for today yeah so thank you so much bye-bye good day