Angel Broking

User Manual

Congratulations on taking the first step towards a better trading experience.

Trade on the go using the Angel One Mobile App.

Let’s get started with this short guide.

Login

To Access your Angel One Account, use either:

  • USER ID
  • EMAIL ID

For added security, go to the Settings sections and set up MPIN, as part of the two-factor authentication. You can also set up Fingerprint Access through Settings.

WATCHLIST

Angel One App includes an existing watchlist of NSE/BSE scrips.

To customize your watchlist and add scrips:

  • Search your scrip by:
    • Type the name of the scrip you are looking for in the Search Bar, or
    • Click on the mic icon and say the name of your scrip
  • Once your desired scrip is shown on the screen, click on it to add it to your watchlist

For Future & Options, follow the same procedure.

Edit Watchlist

You can do much more with your Watchlist – Create New Watchlists to suit your investment style.

Delete & Shuffle

Shuffle: Long press on any scrip and enter the edit mode. Now you can rearrange your scrips by dragging them to the desired position.

Delete: Enter the edit mode. Tap the icon on the left of the screen to delete your desired scrip.

Switching Watchlist

You can have upto 5 separate Watchlists on Angel One App.

Enter the Edit mode and click the Star icon to set your default watchlist.

Stock Overview

  • Click on any stock to open the Details Window.
  • View details such as - Technicals, Fundamentals and Derivatives.
  • Explore Charts & Option Chains
  • Set Alerts based on market movements.
Funds

Check account balance, Add/Withdraw funds. You can use UPI, Netbanking and Google Pay to Add Funds.

PLEDGING

Margin Pledging

Enhance your buying power without adding funds – pledge your holdings.

  • Click "Funds" from the bottom Menu
  • Click Pledge Holdings > Choose Increase Margin > Select the stocks/qty for Pledging
  • Click Create Margin to initiate the Approval Process
  • You will receive an Email/SMS from CDSL with an approval link that redirects to CDSL’s website
  • Enter Details and Click - Generate OTP
  • Complete your verification with the OTP sent to your registered mobile number and email ID.

Margin Trading Facility

Margin Trading Facility (MTF) allows an investor to buy a stock by paying just a fraction of the total transaction value. The balance amount is funded by Angel One.

As an illustration:

Your Account Balance = Rs. 25K

MTF gives you upto 4x buying power = Rs 100K (25K x 4)

Thus, your enhanced Buying Capacity is now = Rs 125K

Orders

How to Buy?

  • Click the Stock you are interested in to open the BUY/SELL Menu
  • Click Buy – and Select the Product Type. We offer you 3 different Product Types:
    • Delivery – For Orders where you want to hold the stock for a longer investment period
    • Intraday – For Orders where you wish to Buy & Sell within the same Trading Day
    • Margin – For Orders where you would like to opt for our Margin Trading Facility (MTF).

How to Sell?

If you have submitted your Physical Power of Attorney (POA):

  • Select the stock you wish to Sell.
  • Enter the Qty & Select the Product Type.
  • Confirm Sell to complete your Order

If you haven’t submitted your POA:

  • Select the stock you wish to Sell.
  • Enter the Qty & Select the Product Type.
  • You will be prompted to Authorize the transaction
  • Once you agree, you will be redirected to CDSL’s website
  • Here you need to enter both – Your TPIN and Unique OTP from CDSL sent to your registered mobile number & email id
  • Click VERIFY to complete the authorization and proceed with your Sell Order

TPIN is a password generated by CDSL for those customers who do not have a POA (Power of Attorney) but want to trade.

If you don’t have a TPIN:

  • Select Regenerate TPIN as the option on the pop-up for CDSL authorization.
  • You will receive the CDSL TPIN on your registered mobile number and email address
Read more on CDSL Dual Verification for Sell Transactions

Stop Loss Orders

  • Helps avoid excessive losses
  • Preserves profit from market movements.
  • Designed to buy or sell a security once it reaches a pre-determined trigger price.

ROBO Orders

  • Use our Robo Orders to book profits
  • You can set your target and limit your loss in one trade

GTT Orders

  • Good till Triggered (GTT) orders allow you to buy and sell stocks at the desired price.
  • When the trigger condition set by you is met; a limit order will be released to the exchange for execution.

Order Book

  • Click “Orders” from the menu at the bottom of your screen to open the Order Book.
  • See Pending Orders, Executed & Rejected Orders as well as Positions.
  • Tap on any position for more details.

Multiselect Option

  • Add convenience to your trading with our Multiselect feature.
  • Now exit multiple positions together.
PORTFOLIO
  • View your consolidated holdings across various segments - Equity, Mutual Fund, Commodities, Bonds & F&O. Swipe to switch between different segment holdings.
  • Get a quick summary of your invested amount, current value, P&L
  • Check your ARQ recommended portfolio score
  • Also Check details of other Holdings, such as – Trade Holdings & Security Holdings
Research
  • Experience ARQ - our proprietary and powerful recommendation engine.
  • Explore unique opportunities through our association with External platforms like – Streak, smallcase and Sensibull.

SENSIBULL - India’s 1st Options trading platform

You can now trade in Options using Sensibull directly from Angel One App. Simply visit Discover--> Research Section for easy access.

Discover

  • Advisory to give you research-based advice
  • Power your trades with Smart Store
  • Build, trade & grow with Smart API
INVESTMENT OPPORTUNITIES

IPO

  • Create wealth and partake in the ownership of growing companies.
  • High Profit Potential
  • Long Term Value

OFS – Offer for Sale

  • Ideal for long term investments
  • Easy & faster allotment

SGB – Sovereign Gold Bond

  • Ideal for diversification
  • No GST/STT
  • No Storage Cost/Risk

Insurance

  • Exclusive insurance offers
  • Paperless issuance
  • No Medical Required
Insta Trade

Just getting started with Options Trading? Try out Insta Trade – a one-stop solution for all Options Traders! Get Quick Charts, Watchlist, Positions & Live P&L at your fingertips. Discover our Tools section for more.

INTERNATIONAL INVESTMENTS

Invest in US stocks and ETFs via Angel One App through our collaboration with Vested, a US Securities and Exchange Commission Registered Investment Adviser (currently in gradual roll-out mode). Simply select International Investments from the Menu Options.

My Profile
  • Update your contact details
  • See your Brokerage Plan
  • Activate Segments

Segment Activation

To have a truly diversified trading experience, consider investing in other segments such as Futures & Options, Commodity & Currency derivatives.

To activate your desired segment (e.g. F&O):

  • Visit My Profile Section
  • Edit your "Active Segment" to activate the Futures & Options segment
  • You will also need to submit any ONE of the following documents:
    • Form 16 |6 month Bank Statement |Latest Salary Slip |IT Returns Statement |Demat Holding Statement |Net Worth Certificate from a CA

Alternate number

Speak to us & get your queries resolved

Settings
  • Change Password
  • Set New MPIN
  • Preferred Charts (Chart IQ vs Trading View)
  • Fingerprint Authentication
  • Trade Notification
  • Theme Preference (Dark Mode / Light Mode)
Discover the Angel App Experience

We are constantly upgrading our App – and we invite you to discover more of what all you can do with the New Angel One App.