GeneralIf the user is not able to download the application?

Ans. Please check the following:

Step1. Check the GPRS subscription.

Step2. The default connection setting should be Public GPRS

Step3. The user should be able to browse Google Home Page.

How can I renew my membership once my trial period is over?

Ans. Once the trial period is over the users can log on to www.portfoliotracker.in and click on the renew button to renew their membership. Airtel, Aircel and

Tata Docomo subscribers can also make their payments through operator (for making payment through operators these users don’t need to login to the

website, they can just continue using the service and we will charge them on their mobile phone through their oprators). Others can only pay using their credit card or paypal account.

What is the charge for the application after the trial period expires?

The charges for the application after the completion of the trial period are as follows.

Step1: Airtel and Aircel subscribers – Rs 25/week (will be charged directly through the operator).

Step2: Tata Docomo subscribers – Rs 49/month (will be charged directly through the operator)

Step3: Other users can pay using their Credit Card or Paypal A/c and will be charged $1/month for the service.

What are the payment options available?

Airtel,Aircel and Tata Docomo subscribers has only one payment option.

Operator Billing - If you choose this option we will charge you on your mobile every month/week as per your plan.

Other users can choose from two payment options.

Paypal - If you have a paypal account you can also pay using your paypal account and we will charge you every month on your paypal account.

Credit Card - You can also pay using your credit card and we will charge you directly on your credit card every month.

When will I get charged?

The user will get charged every week or every month as per their plan. There will be a recurring charge every month/week until the user unsubscribes.

I am an Airtel/Aircel/Tata Docomo subscriber. Can I pay through my credit card or paypal account?

No, airtel, aircel and tata docomo subscribers cannot pay through credit card or paypal account. They can only pay through operator billing.

I am not able to select the operator billing option. Why?

At present operator billing option is only available for Aircel,Airtel,Idea and Tata Docomo users. Users of other operators can make payment through paypal account or credit card.

What is the benefit if I pay using my credit card or paypal account and not operator billing?

If you pay through paypal or credit card you will get 50% discount and will be charged only $1 p.m. whereas if you pay using operator billing you will be charged Rs99 p.m.

Can I use the application on CDMA phone?

No, at present the application is not supported on CDMA mobile phones. It can only be used on GSM phones

I have a touch screen handset can I download and use the application?

No, at present the application is not supported on Touch Screen based handsets.

How will I know whether the application is supported on my handset or not?

You can go to the link supported handsets in the homepage and search for your model number there to see whether the application is supported on it or not.

If I cannot find my model number in the supported handset list then how can I use the application?

The list of supported handsets is updated frequently and more model numbers are added to the list. You can either download the application on one of the supported handsets or you can use the WAP version of the application (http://m.portfoliotracker.in)

If I sign up for the online portfolio manager will the added information get updated on my mobile application as well?

Yes, if you manage your portfolio online on our website then whatever changes you make in the online version it will be automatically updated on the mobile application you are using.

What happens if I unsubscribe for the service before the free trial period is over?

If you unsubscribe for the service before the trial period then you will not be charged for the service.

StockHow to search stock(s)?

Step1: Select "STOCK" from main menu.

Step2: Enter the Stock ID or the Stock name. Ex. For Bharti Airtel-> Type Bharti or Min 3 letters of the Stock Name.

Step3: select "GO" to start the search.

How to add Stock in Portfolio, Watchlist, Alerts.

Step1: Select "STOCK" from the main menu.

Step2: Enter Stock ID or Stock name to search.

Step3: Select "Option" after highlighting the desired stock from the list.

Step4: Select the desired option.

       A. Details – To see the details of the stock

       B. Add to Portfolio - Enter the Purchase Price, Volume, Exchange & Click on the Save option to add the Stock in the Portfolio.

       C. Add to Watchlist - Select the WatchList option from the main menu and create the WatchList.

       D. Add to Alert - Select the Add to Alert option to get Price Point alert of that particular Stock.

Mutual FundHow to search Mutual Fund?

Step1: Select "MF" from the main menu.

Step2: Enter MF name. Ex. For UTI-

Step3: Select "GO" to start the search.

How to add Mutual Fund in My Portfolio, Watchlist or Alerts.?

Step1: Select "MF" option from the main menu.

Step2: Enter MF name. Ex. For UTI

Step3: Select "Option" after highlighting the desired MF from the list.

Step4: Four options are displayed: a> Details, b> Add to Portfolio, c> Add to Watchlist, d>Add to Alert.

Step5: Select the desired option Add to Portfolio , Enter the Purchase Price, Volume, & Click on the Save option to add the MF in the Portfolio.

Step6: Select the Details option to see the details of the Searched MF which is highlighted.

Step7: Select the WatchList option but before that Select Watchlist option from the main menu and create the WatchList.

Step8: Select the Add to Alert option to get Price Point alert of that particular MF.

IPOHow to see IPO?

Step1: Select the IPO option from the main menu.

Step2: If any issue is opened in that period then IPO will be displayed. Else it will display "No Issue Open".

Step3: Please click on the Combo Box to select the Listed IPO and press the GO button to see the listed IPO.

How to see Indices & (s)?

Step1: Select the STOCK option from the main menu.

Step2: Scroll down to India Indices which is selected by default, Select the drop down option to select World Indices or Stats & then click on the GO option to see the details.

My WatchlistHow to create a Watchlist?

Step1: Select on the menu option in the watch list option.

Step2: Choose the create your watch list option.

Step3: Create a name for your watch list.

Step4: Click on the save button.

How to see WatchList?

Step1: Select the WatchList option from the main menu.

Step2: Inside WatchList there are three options BSE, NIFTY, and watchlist which has created or want to create.

Step3: Click on the option button after highlighting desired option BSE or Nifty to see the BSE30 & Nifty 50.

My PortfolioHow to see Portfolio?

To track the Portfolio, follow these simple steps:

Step1: Select the Portfolio option from the main menu.

Step2: Select the Portfolio which ever you want to see Stock, Commodity or MF.

Step3: Click on the option button after highlighting desired option BSE or Nifty to see the BSE30 & Nifty 50.

Step4: The added Stock in the Portfolio will be displayed & highlighted.

Step5: Then, click on the Select option to see the details of that particular Stock of that date.

CommodityHow to search Commodity(s)?

Step1: Select "Commodity" from the main menu.

Step2: Enter "Commodity ID" or "Commodity name". Ex. For Gold-> Enter "Gold" or Min 3 letters of Commodity Name.

Step3: select "GO" to start the search.

How to add Commodity(S) in Portfolio, Watchlist, Alerts?

Step1: Select "Commodity" from the main menu.

Step2: Enter Commodity ID or Commodity name. Ex. For Gold-> Enter "Gold" or Min 3 letters of Commodity Name.

Step3:Select "Option" after highlighting the desired commodity.

Step4:Select the desired option.

       A.Details – To see the details of the Commodity(S)

       B.Add to Portfolio - Enter the Purchase Price, Volume, Exchange & Click on the Save option to add the Stock in the Portfolio.

       C.Add to WatchList - Select the WatchList butbefore that Select Watchlist option from the main menu and create the WatchList.

       D.Add to Alert - To get Price Point alert of that particular Commodity.

NEWSHow to see NEWS?

Step1: Select the NEWS option from the main menu.

Step2: From the COMBO BOXES, select the type of NEWS you want to view ex. Market News, Sectoral News, MF News, IPO News and click on the GO option the see the list of headings regarding the selected News.

Step3: Highlight the heading and click on the details option to read the news.

Settings How to set ticker?

Step1: Select the SETTINGS option from the main menu.

Step2: Select the "Ticker Configuration" option.

Step3: From the 4 Combo Boxes, select the desired ticker ex. First Ticker, Second Ticker, Ticker Speed & Refresh Time.

Step4: After Selecting the desired option click on the Save option.

How to Configure Email address?

Step1: Select the SETTINGS option from the main menu.

Step2: Select the "Email Configuration" option.

Step3: Enter the mail id and click on the Save option.

How to change "Theme"?

Step1: Select the SETTINGS option from the main menu.

Step2: Select the "Change Theme" option.

Step3: Select from the given option & click on the Save option.

How to Configure Email address? How to recommend this application to Friends?

Step1: Select the SETTINGS option from the main menu.

Step2: Select the "Email Recommend to a Friend" option.

Step3: Enter the 10 digit Mobile Number & click on the send option.

How to unsubscribe from the application?

Step1: Select the SETTINGS option from the main menu.

Step2: Select the "Unsubscribe" option.

Step3:A warning message will be displayed " Do you want to unsubscribe from Portfolio Manager" if you press the "YES" option the it will be unsubscribe from the application.

How to configure your handset for running the application?

Configure the APN setting according to the service provider. The APN settings for some of the service providers are as follows:

How to set APN for Blackberry?

Select Menu -> Options -> Advanced Options -> TCP. After this, set APN according to Service Provider

For example,

Airtel (APN: airtelgprs.com)

BPL (APN: bplgprs.com)

Vodafone (APN : Portalnmms)

IDEA (APN : internet)

TATA GSM (APN : TATA.DOCOMO.INTERNET)

For any clarifications/help, please contact:

Tel no – 033-4001-6824

Email id – support@maxmobility.in