Stock Trading guide (FAQ)

Initiate the account opening process by either visiting portal.cal.lk or downloading the CAL Online mobile app.

Standard Account with the advisor support service minimum investment is Rs.5,000,000

For a self-trading account, a minimum investment of Rs 100,000 is needed. You will receive access to the Atrad platform for buying and selling shares, along with access to our research portal and the WhatsApp broadcasting group for market update

The brokerage fee is 0.64%, and when combined with other fees, the total transaction fee amounts to 1.12%.

Breakdown of other fees:

CSE Fees: 0.084%
CDS Fees: 0.024%
Sec Cess: 0.072%
Share Transaction Levy: 0.300%

Atrad platform access will be provided for trading

Sign up for a Standard Account (expected investment over 5mn) or an Internet Trading Only Account (minimum investment of 100,000). After receiving account opening confirmation and Internet Trading credentials ( Atrad), request a Pay In to deposit cash and start trading.

Transfer the funds to the designated bank account provided below, including your NIC as a beneficiary remark. Afterward, submit a payment request through the CAL portal or app, attaching the transfer proof.

Steps to Send a Pay-In Request:

1. Log in to portal.cal.lk or CAL Online App.
2. Navigate to the equities section and select the Pay-In tab.
   
3. Navigate to the section where you need to enter the amount and input the details; the value date will be automatically selected, subject to market days (excluding weekends and holidays).
4. Select the registered bank account.
5. Choose the transfer method and the bank from the drop-down.
6. Attach the fund transfer proof.
7. Confirm the funds were not transferred from an unregistered third-party account and proceed to submit the request.

Log in to the CAL portal or app, navigate to the Pay Out option, and submit the withdrawal request.

Steps to Send a Payout Request:

1. Navigate to the equities section and select the Pay Out tab.
2. Navigate to the section where you need to enter the amount and input the details; the value date will be automatically selected, subject to market days (excluding weekends and holidays).
3. Submit your payout request.

Navigate to the forgot password option in the Atrad platform or send an email to securities@cal.lk with your account details requesting a password reset.

Atrad guide will be sent to the client with the welcome email. Alternatively, you may use the provided link:

https://cal.lk/wp-content/uploads/2023/07/ATRAD_CAL.pdf?utm_source=SendGrid&utm_medium=Email&utm_campaign=SendGrid+Email&utm_term=Marketing

Buying power is the money an investor has available to purchase securities, equal to the total cash held in the brokerage account plus all available margin

Learn how to check Buying Power on Atrad Web Application, Atrad Desktop Application, and Atrad Mobile App by visiting this link.

https://cal.lk/wp-
content/uploads/2023/07/ATRAD_CAL.pdf?utm_source=SendGrid&utm_medium=Emai
l&utm_campaign=SendGrid+Email&utm_term=Marketin

Margin facility is not available for self-trading accounts. Clients who have obtained advisory service may contact their advisor to obtain the facility.

You can use the CAL Research Portal (AnalytiCAL), made for both beginners and experienced stockbrokers.

Features of the Research Portal:

• Data on all listed companies in the Colombo Stock Exchange
• Key valuation ratios and financial metrics
• Real-time valuation ratios
• All key stock market indices data
• Foreign buying and selling data
• DIY data toolkit
• Research Reports by the CAL Research team
• Daily economic news roundup
• Key company news and corporate announcements
• Dividend announcements

The CAL Research Portal is accessible to all CAL clients. To access the portal, log in to your CAL Online account and click on the AnalytiCAL tab.

Vstock is our virtual stock simulator, mirroring the dynamics of the actual stock market. Think of it as a training ground for investors where you can experiment with various strategies using virtual stocks that update in real-time. This enables you to understand and practice navigating the Sri Lankan Stock Market and selecting stocks before entering the world of real trading.

The CAL Vstock simulator is accessible to all CAL clients via Cal portal, log in to your CAL Online account from the portal and click on the Vstock tab

0% capital gains tax.
15% WHT on dividends.