Read this first
Disclaimer
What my notes are, and what they are not. Everything here is education, not personal advice. Prices go up and down, and you can lose money. Read this once so we both start from the same place.
Everything you need,
in one place
These are the guides I send my clients. Each one covers a single task: open the account, place a trade, move money, or research a stock. Every guide is step-by-step with pictures of the real screens.
You do not need to read them all. Find the thing you want to do, open that guide, and follow it.
I
Start here
Before your first trade
Guide 11 · Bursa Anywhere
Transfer shares to UOB Kay Hian
Already hold shares at another broker? Move them across in the Bursa Anywhere app. Nothing is bought or sold — the shares stay yours the whole way.
Guide 14 · I fill it in for you
Let me open the account for you
If you would rather not sit through the online form, you do not have to. Send me the documents on this page and I fill in every form. Two things stay on your side: the W-8BEN, and one signature on your phone.
Use these exactly
Open your account online, without guesswork
The full walkthrough for the Cash Upfront Account application: what to prepare, the one RM9.72 payment, the exact settings for Parts 1 to 4, which file goes in which upload slot, and the duplicate payment prompt to ignore at the end.
Transfer of dealer form
Client transfer within UOB
Already have a UOB Kay Hian account under another dealer? You do not need a new one. One form moves your existing account over to me, with your account number, holdings and history unchanged.
II
Placing trades
Buying, selling, and protecting the positionGuide 01 · Mobile app
How to trade on the UOB mobile app
The whole path from opening the app to a filled order: find the stock, read the order ticket, enter your price and quantity, send the order, and check that it went through.
Guide 02 · Risk
How to set a stop loss
A stop loss is a price you decide in advance. If the stock falls to it, the position is sold and the loss stops there. You set it when you enter the trade, not when you are panicking. This guide shows where the setting lives and how to choose the level.
Guide 03 · TradingView
How to add a watchlist in TradingView
A watchlist is your own short list of stocks to follow. Build it once and you stop searching for the same names every day. This guide covers creating the list, adding stocks, and keeping separate lists for different ideas.
III
Money in and out
Same steps, two places to do themFigure 2 — where the money sits
Guide 04 · Website
Deposit and withdraw — on the website
Putting money into your trading account, and taking it back out, from a computer. Shows the transfer details to use, where to upload your proof of payment, and how long the money takes to appear.
Guide 05 · Mobile app
Deposit and withdraw — on the app
The same job done from your phone. Use this one if you bank on your phone anyway. The screens differ from the website, so follow whichever guide matches the device in your hand.
IV
Strategy and research
What to buy, and why
Guide 06 · Strategy
The right strategy for your portfolio size
A small account and a large account should not be run the same way. This one explains how many positions to hold, how much to put in each, and which strategies only start to make sense once the account is bigger.
Guide 07 · Research
How I look at an IPO
An IPO is a company selling its shares to the public for the first time. There is no trading history to lean on, so the checks are different. This walks through what I read in the prospectus and what makes me pass.
Guide 08 · Moomoo
How to pull your yearly P/L Calendar
P/L means profit and loss. The calendar shows how your account really did, month by month, across a full year. Five taps on your phone. Do it once a month and you never have to guess whether you are up or down.
Guide 09 · Moomoo
Download your monthly statement
The official record of every trade you made in a month, plus your cash and holdings at the end of it. Your accountant will ask for it, and so will I when we review. Six steps, with a close-up of every tap.
Guide 10 · Moomoo
Share one position’s result
Turn a single holding into a picture card showing how much it is up or down, as a percentage or an amount, then save it or send it. Includes what to mask before you share.