• No results found

Chart Nexus Manual

N/A
N/A
Protected

Academic year: 2021

Share "Chart Nexus Manual"

Copied!
161
0
0

Loading.... (view fulltext now)

Full text

(1)

User Manual

Version3.0.6

Prepared by FiNEX Solutions

Visit website: http://www.chartnexus.com

January 14, 2010

ChartNexus

(2)

i

Copyright c 2004-2010 FiNEX Solutions

All rights reserved. No part of this document may be reproduced in any form or by any electronic or mechanical mean, including information stor-age and retrieval systems, without permission in writing from FiNEX So-lutions Pte. Ltd (“FiNEX SoSo-lutions”).

Limitations of Liability/Disclaimer of Warranty

FiNEX Solutions makes no representation or warranty including, but not limited to the accuracy or completeness of the contents of this document and specifically disclaim all warranties, including without limitation war-ranty of fitness for a particular purpose. No warwar-ranty may be created or extended by sales or promotional materials.

This document is provided with the understanding that it is for personal ed-ucational reference, to assist you in better understanding of the ChartNexus software system. If you require professional assistance or investment ad-vice, you are strongly advised to engage the services of a competent finan-cial adviser.

FiNEX Solutions shall not be held liable for damages arising here from. The fact that an organization or a website is referred to in this document as a citation and/or a potential source for further information does not mean that FiNEX Solutions endorses the information or recommendations made by the organization or the website. Further, you should be aware that the Internet websites listed in this document may have changed or disappeared between when this document was written and when you read it.

For general information and updates on our products and services, please visit our web site athttp://www.chartnexus.com.

Trademarks

ChartNexus is a registered trademark; XPertTrader, XPertTrader TestDrive, XPertTrader Indicators, XPertTrader Candlesticks, ChartMaker, IndexCre-ator are trademarks of FiNEX Solutions and may not be used without writ-ten permission. All other trademarks are the property of their respective owners.

(3)

ii

About FiNEX Solutions

FiNEX Solutions is the developer of ChartNexus financial charting soft-ware. Established since 2004 and based in Singapore, FiNEX Solutions has been pushing the frontier of financial charting including the introduction of on-demand add-on modules. The add-ons extend the capability of Chart-Nexus to include historical data, backtesting, screening, pattern recognition and more. Besides specializing in application development, FiNEX Solu-tions provides a complete range of products and services including data ser-vices, web-based charting solutions, consultancy on integration of financial charting systems, education and training and other solutions.

(4)

Preface

Born in July 2004, ChartNexus was conceived much earlier before we formed our company FiNEX Solutions. It was then in February 2005 that we started distributing version 1.0 free-of-charge for personal use to every-one.

Since then, ChartNexus has grown to include many functionalities and im-proved usability. This is in part credited to the continuous contributions by many of the early adopters who emailed us with their suggestions and feedback. We thank you !

As we continue our sculpting of ChartNexus, we felt it was critical to ex-plain to you about the features and functionalities so that you can get the best out of ChartNexus.

In addition to this manual, we have setup some learning resources at our website http://www.chartnexus.com/learning/.

If you discover any error in this document or any of the resources, kindly drop us a mail about [email protected], it will certainly benefit others.

We hope that you find all these services and resources useful in helping you to become a better chartist, trader or investor.

If you have any ideas, comments or feedback on how we can improve our products and services, we love to hear from you ! Talk to us at support@ chartnexus.com.

Happy Charting !

(5)

iv

Always Our Best, ChartNexus Team

(6)

Table of Contents

1 About ChartNexus 3

1.1 What Is ChartNexus ? . . . 4

1.2 Why Use ChartNexus ? . . . 5

1.3 Develop Your Winning Strategy . . . 9

2 Getting Started 12 2.1 System Requirements . . . 12

2.2 Sign Up Free Account . . . 12

2.3 Installing ChartNexus . . . 14

2.4 Setting Data Folder . . . 16

2.5 Starting ChartNexus . . . 18

2.6 Upgrading ChartNexus . . . 19

2.7 Uninstall ChartNexus from Cache . . . 19

2.8 Getting Help. . . 22

3 Introduction 24 3.1 Splash Window . . . 24

3.2 Working Windows . . . 26 v

(7)

TABLE OF CONTENTS vi

3.3 Menu Bar . . . 27

3.4 Tool Bar . . . 28

3.5 Drawing Tools . . . 29

3.6 Listings & Watchlists . . . 29

3.7 Chart Area . . . 29

3.8 News Bar . . . 30

4 Managing Windows 31 4.1 Open Or Close Window . . . 31

4.2 Adjust Window Size . . . 32

4.3 Full-size Window . . . 32 4.4 Move Window . . . 33 4.5 Minimize Window . . . 34 4.6 Show/Hide Window . . . 34 4.7 Always-on-top Window . . . 35 4.8 Arrange Windows . . . 36

5 Working With Data 37 5.1 Information On Data . . . 37

5.1.1 Market data available . . . 37

5.1.2 Data adjustments . . . 38

5.1.3 Data adjustment events . . . 40

5.1.4 Data Adjustment Settings(On/Off) . . . 41

5.2 Login To Data Server . . . 43

(8)

TABLE OF CONTENTS vii

5.4 Forcing Data Download . . . 45

5.5 Using From Office Or Behind Firewall . . . 46

5.6 (Re-)Installing Data . . . 47

5.7 Fixing Data . . . 49

5.8 Changing Data Downloading Settings . . . 50

6 Working With Charts 52 6.1 Opening and Closing Stock Chart . . . 54

6.1.1 Open chart . . . 54

6.1.2 Close chart . . . 55

6.2 Tiling Chart Windows . . . 55

6.3 Price and Volume . . . 56

6.4 Viewing in Different Time Frame . . . 57

6.5 Viewing in Different Chart Types . . . 58

6.6 Adding Comments and Drawing onto Charts . . . 59

6.7 Fibonacci Tools . . . 60

6.8 Drawing Shapes . . . 61

6.9 Repositioning Chart Item . . . 62

6.10 Removing Chart Item . . . 63

6.11 Redoing and Undoing . . . 64

6.12 Zooming Chart . . . 64

6.13 Scrolling Chart . . . 65

6.14 Navigating Chart . . . 66

6.14.1 Navigate forward or backward . . . 66

(9)

TABLE OF CONTENTS viii

6.14.3 Enlarge or shrink viewing period . . . 67

6.15 Resizing Chart . . . 67

6.16 Changing Color Settings . . . 68

6.16.1 Changing indicators colors . . . 68

6.16.2 Change item color . . . 71

6.16.3 Change chart color . . . 73

6.17 Capturing and Printing Chart . . . 77

6.18 Performance Chart . . . 79

7 Technical Indicators 82 7.1 Applying Indicators with Indicator Templates . . . 83

7.2 Changing Indicator Parameter Setting . . . 85

7.3 Removing A Customized Indicator . . . 86

7.4 Changing Colors Indicators . . . 87

8 Supplemental Tools 88 8.1 Search Tool . . . 88

8.2 Watch List . . . 89

8.2.1 Creating new watch list . . . 90

8.2.2 Removing watch list . . . 90

8.2.3 Adding stocks to watch list . . . 91

8.2.4 Removing stocks from watch list . . . 92

8.3 Brokerage Fee Profile . . . 92

8.4 Spread Calculator . . . 94

(10)

TABLE OF CONTENTS ix

8.4.2 Selling a stock . . . 96

8.4.3 Buying a stock . . . 96

8.5 Notes . . . 97

8.5.1 Adding, editing & removing notes . . . 97

8.5.2 Retrieving notes all-at-once . . . 98

8.6 Managing Portfolio . . . 99

8.6.1 Managing portfolios . . . 99

8.6.2 Managing holdings . . . 100

8.6.3 Managing transactions . . . 100

8.7 Workspace . . . 101

8.7.1 Opening workspace file . . . 102

8.7.2 Saving as workspace file . . . 102

8.7.3 Renaming a workspace file . . . 103

8.7.4 Removing selected workspace file . . . 103

8.7.5 Searching or filtering workspace file . . . 103

8.8 Custom Indices . . . 103

8.9 Reporting Error . . . 105

8.10 ChartNexus News & Announcements . . . 107

9 Add-ons 108 9.1 What Are Add-ons ? . . . 108

9.2 Benefits of Using Add-ons . . . 108

9.3 Add-ons Available . . . 109

(11)

TABLE OF CONTENTS x

10 Frequently Asked Questions (FAQs) 111

10.1 For Newcomer . . . 111

10.2 Login And Password . . . 112

10.3 Setup Or Installation . . . 113

10.4 Connecting To Server . . . 114

10.5 Data Issue (download/update/adjustment) . . . 115

10.6 Reporting Error . . . 116

11 Keyboard Shortcuts 119

12 Glossary 121

(12)

Release Notes

ChartNexus Version 3.0.6 contains the following changes:

• New: More market data added from other countries, e.g. China, Philip-pines, Thailand, Vietnam and Taiwan.

• New: Price adjustments can now be turned on/off. • New: Added Risk-Reward Ratio calculator.

• New: Support 3 selections of languages, i.e. English, Simplified Chi-nese and Traditional ChiChi-nese.

• New: ChartNexus V3 is launched with JNLP, supporting direct execu-tion of ChartNexus program from other OS, e.g. Mac OS X, Linux, etc.

• New: [XPertTrader] Added ”Ichimoku crossing rule”, ”Position of Price and Lagging Span”.

• Update: Change of bid size for KLSE (Bursa) market.

• Enhancement: Change default working folder as ”ChartNexus” rather than ”.ChartNexus” for higher compatibility in some operating sys-tems.

• Improvement: Better storage method for user files (e.g. portfolio, watchlist, indicator templates), making backup and restore simpler as well as less prone to corruption.

(13)

TABLE OF CONTENTS 2

• Improvement: [XPertTrader] Candlestick library will now load faster and more robust.

• Fix: Corrected chart display for users in other timezone, e.g. GMT-8 (US) or any other regions.

• Fix: User login process was wrongly reporting about firewall being turned on.

Happy Charting !

Always Our Best, ChartNexus Team

(14)

Chapter 1

About ChartNexus

“A picture speaks a thousand words”, a well-known adage that speaks the virtue of picture and the wealth of information that it contains and conveys. In the interesting world of equity market where the law of supply and de-mand dictates the direction of an equity instrument (e.g. stock) and the market where the buyer and seller often wrestle with each other on the price of the equity. And then there are cases when both parties decide to stay on the sideline due to lack of interest or fresh leads.

In any case, when we plot the chart based on the opening and closing price and the volume transacted, it became clear that we can visualize and ob-serve the action going on, of course as to what is really going on, that is still open for interpretation.

This has lead to the adoption of Technical Analysis (TA) which includes charting, various forms of simple and highly sophisticated technical indi-cators, Japanese candlesticks among investors and traders, fund managers around the world in their short-term, mid-term or long-term investment decision-making. They use TA to better understand market behavior (or rather the collective human behavior) to uncover opportunity or shun po-tential losses.

Another reason why TA has been gaining popularity, is because we human are emotional creatures and can be easily affected emotionally. Emotions

(15)

1.1. What Is ChartNexus ? 4

such as fear or greed often make us susceptible to irrational exuberance or even excessive gloom. By employing TA and having them implemented in computer programs, we can automate and eliminate the emotion out of the decision making.

Quoting from the famous John Murphy (Philosophy of Technical Analysis), TA is based on the following three premises:

• Market actions discount everything. • Prices move in trends.

• History repeats itself.

Hence, we believe that equipping you with the prowess of technical analysis at your fingertips, you can chart your way to success!

1.1

What Is ChartNexus ?

ChartNexus is a stand-alone, financial charting software used for analysing the behaviour of the stock market. It allows you to chart the trend of stocks based on stock price action. Using Technical Analysis as the underlying ba-sis for the charting tool, you can then make better prediction of the targeted price for buying or selling stocks.

Designed for investors, traders who want to use functionalities with ease, ChartNexus provides you with a set of indicators and annotation features. With its user-friendly graphical user interface and easy navigation, you can chart stocks that you’re interested in different chart types, set up your own parameters for the indicators instead of using the default settings and many other features.

(16)

1.2. Why Use ChartNexus ? 5

Figure 1.1: ChartNexus charting window.

1.2

Why Use ChartNexus ?

These are just some we could think of, you probably can come up with more once you started using it:

• User-friendly

We are crazy about usability and aesthetics. If a feature is too hard to use, we will change it, re-code it, re-layout, whatever it takes to make it work. Having a practical, intuitive and easy-to-use tool is all that matter.

(17)

1.2. Why Use ChartNexus ? 6

• Power to customize

ChartNexus comes with a set of customizable and commonly used technical indicators (i.e. MACD, Stochastic), trend-lines drawing ca-pabilities (i.e. arrow lines, Fibonacci lines). You can customize the parameters for all the indicators included.

• Drawing toolbox

Drawing toolbox provides you with a set of tools for annotating, draw-ing lines, shapes and adddraw-ing text on to the displayed chart.

Figure 1.2: Drawing toolbox for you to annotate and draw lines or shapes on your chart.

• Data automatically downloaded

Daily EOD is automatically downloaded to your computer when you connect to our server. You don’t even need to bother about getting the data, formating and then organizing it.

• Online or offline mode

With ChartNexus, you can use it in online or offline mode. In fact, except for the case when you need to get the latest data or updates, there is almost no need for you to stay online. You don’t have to worry about server not available anymore. With ChartNexus installed on your computer, you can chart anytime, anywhere as you please.

• Latest updates and fixes automatically detected

To ensure that you are always using the latest version and with all the bugs fixed, ChartNexus will automatically check for updates when you connect to server and prompt you to install when there is updates or fixes available. Upgrading have never been so easy.

(18)

1.2. Why Use ChartNexus ? 7

• Customise and share your work

Using the (Capture Chart) option, you can export your charts in any sizes that you want and share your analysis work with your friends, family members or fellow investors on the web. You can change the color scheme of the chart too (background, title, borders etc.) !

• Save your work

With ChartNexus, you can save your analysis on charts (Workspace) and create your own investment notes (Notes) in ChartNexus for future references.

Figure 1.3: Workspace panel to allow saving of chart state.

• Watchlist and portfolio management

You can create your own watchlists to keep track of the stocks that you are monitoring. You can also create the brokerage fee profiles. With our portfolio manager, you can manage your portfolio.

(19)

1.2. Why Use ChartNexus ? 8

Figure 1.4: Portfolio management.

• Developers are users

Why is this important ? Well, this makes us think and develop Chart-Nexus to ensure it’s usable. If you face problems or inconvenience, we will encounter the same too so you can assured that we will resolve or improve it.

• Save time and money

Time is priceless. No money can ever reverse back your time lost. Choosing the right software that works for you is important ! We are dedicated to make ChartNexus the right software just for you.

(20)

1.3. Develop Your Winning Strategy 9

• We are always listening

We love sharing and we want you to share with us too. In fact, we are always keen to get your feedback and criticism. We will incorporate your feedback after our rounds of deliberation. This is how we ensure ChartNexus gets better !

1.3

Develop Your Winning Strategy

Whether you are fairly new or already seasoned to Technical Analysis, the best way to improve your skill is to put all the theories you learned into practice.

So, how do you go about in developing your winning formula in the stock market? In ChartNexus, besides the base system that we provide with the essential tools, we also offer a collection of advanced, value-added tools on monthly subscription basis which we called Add-ons. These Add-ons include ChartNexus XPertTrader, historical data and with more coming. In ChartNexus XPertTrader, there are Rules Composer, Stock Screener and Backtester which allow you to screen and test by candlesticks patterns, technical indicators or general rules.

First, you can compose your own rules from a set of technical indicators or candlesticks patterns using Rules Composer. Then put your composed rules to test by using the Backtester to run your buy/sell strategies over the historical market. You will then be able to determine the results of your trading rules and refine them until you obtain satisfactory results. With the tested rule, you can then apply it to Stock Screener to screen for potential stocks.

(21)

1.3. Develop Your Winning Strategy 10

Figure 1.5: ChartNexus XPertTrader - create rules, backtest and screen .

We organize regular walk-in-workshop or seminars to explain and demo ChartNexus and its features especially on ChartNexus XPertTrader. If you are unsure of how to apply the technical indicators or any rules effectively, you are welcome to attend any of the workshops and seminars to horn your skills. We believe that with a little help from us, you will be able to develop your own winning strategies, take charge of your financial future and not depending solely on others’ predictions or hearsay.

(22)

1.3. Develop Your Winning Strategy 11

For more information on Add-ons, please visit

http://www.chartnexus.com/products/addons.php. For more information on Events & Workshops, please visit

(23)

Chapter 2

Getting Started

In this chapter, we will guide you on how to quickly set up ChartNexus. We tried our best to simplify and the installation as easy as possible. However, should you have any further questions or any problems during the installa-tion process, check out the various resources listed under Secinstalla-tion 2.8.

2.1

System Requirements

To get ChartNexus up and running as quickly and easy as possible, ensure that your computer system meets the following requirements:

2.2

Sign Up Free Account

Once you have checked that your computer system fulfilled the system re-quirements listed in Table 2.1, download and install ChartNexus following these steps:

1. Sign up for an account

Sign up for a free account at http://www.chartnexus.com which 12

(24)

2.2. Sign Up Free Account 13 Java Runtime Environment (JRE) / Java Development Kit (JDK)

JRE or JDK 1.5 or higher version. If you are not sure whether your computer has this, simply download our bundled installation kit from our web site.

Speed of Processor

Pentium 1GHz or equivalent upwards Memory

(RAM)

At least 512 megabytes (MB) RAM Display

Resolution

Super VGA (1024 x 800) or higher Hard Disk

Space

At least 500MB Peripherals Mouse and keyboard

Internet Connectivity

Used for downloading stock data. The connection can be broadband/dial-up Table 2.1: System requirements.

will be used for downloading the daily end-of-day (EOD) stock data to your computer. With this free account, you will able to enjoy many features from ChartNexus, e.g. managing your own portfolio, indicator templates and saving charts.

2. Activate your account

After signing up, an email containing the activation link will be sent to your email account that you have registered with us. Click on the link to activate your account. You may want to check inside your junk mail

(25)

2.3. Installing ChartNexus 14

folder in case you didn’t receive the mail. 3. Installing ChartNexus

Go to the our web site http://www.chartnexus.com/products/ download.php, and launch ChartNexus setup to install the software program at your machine. See more in following section.

2.3

Installing ChartNexus

Go to the ChartNexus web site athttp://www.chartnexus.com/products/ download.php, and you should see our download page as shown in Fig-ure 2.1. Click on the download setup button to launch the installer.

Figure 2.1: The Download Page of ChartNexus.

At the beginning, you will be presented with an installer dialog window starting with a language selection (Figure 2.2). Select your preferred lan-guage and press ’Continue’.

(26)

2.3. Installing ChartNexus 15

Figure 2.2: Language Selection Dialog at the Beginning of Installation.

Next, you will be prompted a software update window. For the first launch, you must select ’Upgrade Now’ to allow installer to download the Chart-Nexus software program.

(27)

2.4. Setting Data Folder 16

Figure 2.3: Autoupdater will automatically check for the latest updates or fixes and prompt you to install.

2.4

Setting Data Folder

In the next screen of installation, you will be prompted with the data folder selection dialog box (as seen in Figure 2.4).

(28)

2.4. Setting Data Folder 17

Figure 2.4: Data Folder Setup.

If you are a new user, you are recommend to keep it as default or any other folder you want to store data files. Please ensure that this folder is writable. For existing users of ChartNexus from Version 2.4, you are recommended to change this data folder to your existing 2.4 data folder, so that you can reuse your files and data from 2.4 again.

After the installation, you may still call the data folder selection box out. Simply go to menu Help / Change Data Folder (Figure 2.5), you will be promted the box again.

(29)

2.5. Starting ChartNexus 18

Figure 2.5: Data Folder Setup from Menu

2.5

Starting ChartNexus

After you have selected (or use the default) data folder, login with the free account that you have registered on our website.

Once you start ChartNexus, you will be presented with the User Login Window (see Figure 2.6). Refer to the Chapter : Working With Data under the section Login to Data Server 5.2for the steps to update your data to the latest date.

(30)

2.6. Upgrading ChartNexus 19

Figure 2.6: User login window.

2.6

Upgrading ChartNexus

Upgrading ChartNexus is a breeze. Upon each launch of ChartNexus, it will check for any latest updates including latest version, bug fixes and prompt you to install (Figure2.3). Your previous settings (including watch-lists, portfolios etc.) will be retained.

NOTE: You do not need to register another new account. Please use back your same account to login once you have upgraded.

2.7

Uninstall ChartNexus from Cache

Since Version 3.0, CharNexus is installed and launched using a Java tech-nology called Java Web Start (JWS).

To clean existing ChartNexus installation from JWS, you need Java Control Panel which is accessible from Control Panel in Microsoft Windows (see

(31)

2.7. Uninstall ChartNexus from Cache 20

Figure 2.7) or Spotlight in Mac (see Figure2.8).

Figure 2.7: Control Panel with Java Icon in Windows

Figure 2.8: Launch Java Preferences with Spotlight in Mac

(32)

2.7. Uninstall ChartNexus from Cache 21

button under ’Temporary Internet Files’. You will be brought to Java Cache Viewer (see Figure 2.10).

(33)

2.8. Getting Help 22

Figure 2.10: Java Cache Viewer Panel

Then, select ChartNexus entry from the cache list and click on the ’Re-move’ or ’Delete’ button to remove the cache.

2.8

Getting Help

We are always standing by to help you with any problems that you en-counter while using ChartNexus.

1. Online Documentation & Video Clips:

http://www.chartnexus.com/learningcontains many learning re-sources including articles, video clips, newsletters etc. We highly rec-ommend !

2. Frequently Asked Questions (FAQ):

http://www.chartnexus.com/support contains questions and an-swers that are commonly asked by our users.

3. Forum:

(34)

2.8. Getting Help 23

http://www.chartnexus.com/forumwhere we share with our com-munity of ChartNexus users.

4. Email:

If you are unable to find the answer to your problem, please use the form at http://www.chartnexus.com/support/contactus.php# cform. to contact us. Guaranteed within 24-hour reply !

5. Walk-in-workshop:

We organize regular walk-in-workshop to explain and demo Chart-Nexus and its extra features. Be sure to check out our announcements. 6. Telephone, Fax and Address:

Singapore

Phone : (65)6491 1453 OR 6491 1454 Fax : (65)6534 9928

Business Hour : 9:00am to 6:00pm, GMT+8:00, Monday to Friday Office Address : 15 Enggor Street, #10-01, Realty Centre, Singapore 079716. Malaysia Phone : (60)3 2287 5968 Fax : (60)3 2287 5964

Business Hour : 9:00am to 6:00pm, GMT+8:00, Monday to Friday Office Address :

Suite A-20-13A,

Level 20, Menara UOA Bangsar, No.5, Jalan Bangsar Utama 1, 59000 Kuala Lumpur, Malaysia.

(35)

Chapter 3

Introduction

In this chapter, we will introduce you to the various graphical user interface (GUI) components and windows in ChartNexus so that you will know how to access and navigate properly to maximise your usage of the features provided.

3.1

Splash Window

When you first run ChartNexus after the setup, you will be presented with a splash window as shown in Figure 3.1.

(36)

3.1. Splash Window 25

Figure 3.1: Splash Window. Will auto-hide itself once ChartNexus finished loading the necessary components.

The following information is displayed on the Splash Window: 1. The version of ChartNexus that you are using.

2. Name of the company who develops ChartNexus i.e. FiNEX Solutions. 3. ChartNexus tagline.

This splash window can be accessed later by clicking on Help and then About in the menu.

(37)

3.2. Working Windows 26

3.2

Working Windows

Figure 3.2 shows the main windows you will see after the splash window (dis)appears.

Figure 3.2: Screenshot of the main working windows in ChartNexus (NOTE: it will look slightly different in Windows Vista, Windows XP, Win-dows 9x, WinWin-dows ME or WinWin-dows 2000).

(38)

3.3. Menu Bar 27

These are the panels or windows that you will see when you first launch ChartNexus. They may or may not appear subsequently based on how you have configured as ChartNexus will remember your preference.

1. Menu Bar - Access to functions in ChartNexus.

2. Tool Bar - Quick access to functions in ChartNexus. Partial listing only as compared to what are found in Menu Bar.

3. Drawing tools - One click access to the drawing tools to annotate, draw shapes or lines.

4. Listings & Watchlists - This will most likely be your starting point. You can view the different markets, different categories and the corre-sponding equity based on alphabetical order.

5. Chart area - When you double click on a name of an equity in Listings, the chart of the equity will appear here.

6. Indicators - List of indicators (eg. RSI, MACD) available for your usage.

7. News Bar - This panel display announcements or news from us includ-ing latest or earlier ones.

3.3

Menu Bar

You can access the features in ChartNexus through mouse-clicking or by using your keyboard.

The Menu Bar or simply menu shows categorized list of menu items avail-able in ChartNexus. Each of the menu items contains a particular function. To use a particular feature/function, use your mouse and left-click once on the desired menu item as shown in Figure 3.3:

(39)

3.4. Tool Bar 28

Figure 3.3: Accessing the menu bar and menu items.

For example to close a chart, you can click on the Close menu item to close the current selected chart. Alternatively, you can use keyboard combination key or what is termed as accelerator key or shortcut key to conveniently and quickly invoke certain function.

Example: pressing the control key (CTRL) and the key ’W’ on your key-board will close the current/selected chart.

3.4

Tool Bar

Tool bar gives you one-click direct access to some of the more commonly used functions.

You can click and hold on it to drag it out from its current position and make it ’float’. To make it anchor back into it default/original location, just click on the X button found at its top right corner.

(40)

3.5. Drawing Tools 29

3.5

Drawing Tools

The drawing tools toolbox lets you draw shapes, draw lines, add annotation and more on to your chart.

Figure 3.4: Accessing the drawing tools toolbox.

3.6

Listings & Watchlists

This will usually be your first point of access.

From here, you can switch around to the different market data available to you. You can also browse through the list of equity (stocks, warrants etc.) arranged by alphabetical order; categories e.g. top movers, top % gainers, top % losers etc.

Double click on any of the equity name and the corresponding chart will be shown in the 3.7 Chart Area.

Besides these, the watchlist management tools are also located here. You can track your favourite equity or you can have easy access to the equity that you have just viewed.

3.7

Chart Area

This is where the equity (stocks, warrants etc.) will be shown once you double click on any of the equity name found in the 3.6Listings.

(41)

3.8. News Bar 30

3.8

News Bar

News bar displays announcements and news from us. This may include events news, data news (in the event of any interruption), major announce-ments or PR news and so on. New news item will appear in orange and indicated with the word NEW.

Move your mouse over it and click on the link will bring you to our web page for the full coverage (NOTE: you need an Internet connection for this).

(42)

Chapter 4

Managing Windows

In this chapter, we will introduce you to the functions available for manag-ing the windows in ChartNexus. We have introduced the ’sticky’ or mag-netic window into ChartNexus to let you easily manage your window. The windows will also auto-adjust their heights when you try to stack them at the left corner. For managing your opened charts, please see the subsequent chapter on Working With Charts.

4.1

Open Or Close Window

The control buttons to show or hide windows are located in the Menu Bar or Tool Bar. Click on the menu item or tool bar button to show or hide the window.

To close the window, you can also click on the ’X’ button located at the top right corner of the window. Pressing the key ’Esc’ on your keyboard will also close the opened window.

(43)

4.2. Adjust Window Size 32

4.2

Adjust Window Size

To adjust the size of the window, move your mouse cursor to the edge of the window as highlighted in Figure 4.1.

Figure 4.1: Drag and hold the edge of the window to resize the window.

4.3

Full-size Window

To show ChartNexus in full screen, click on Window menu and then Full Screen Mode. To restore the normal window size, click on the Window menu again and then click Windowed Mode as shown in Figure 4.2.

(44)

4.4. Move Window 33

Figure 4.2: Click to enlarge the window to be full sized or normal size.

4.4

Move Window

(45)

4.5. Minimize Window 34

4.5

Minimize Window

Figure 4.4: To minimize the window, click on the arrow button. Click once more to undo.

4.6

Show/Hide Window

To show a closed window or hide an opened windows, please go to the Menu Bar and click on the name of the window that you want. In Fig-ure 4.5, the Listings, Indicators and Workspaces windows are shown.

(46)

4.7. Always-on-top Window 35

Figure 4.5: To show or hide a window, click on it to show/hide or click once more to hide/show it.

4.7

Always-on-top Window

By clicking on the pushpin located at the top right corner of a few win-dows e.g. Listings, Indicators, Workspaces etc., you can enable or dis-able the window to stay always-on-top or otherwise by clicking on it once or twice. See Figure4.6.

(47)

4.8. Arrange Windows 36

Figure 4.6: Clicking on the pushpin to enable the window to stay always on top or otherwise.

4.8

Arrange Windows

We have introduced a few buttons for you to easily arrange the opened chart window(s) :

• 1 chart at a time

• 2 charts with one on top of another • 2 charts side by side

• 4 charts

Also, to enable fast and easy management of windows, we introduced ’magnetic’ or ’sticky’ window, which will automatically glue the windows together when you move them close to each other. Windows will also auto arrange their size.

(48)

Chapter 5

Working With Data

Data is what makes it possible to plot chart. In this chapter, we will look at what are the market data that comes with ChartNexus, how you can ob-tain them, how you can (re)install the data if required and fixing them if necessary.

5.1

Information On Data

We try to provide as much data as easily available to you.

Data is automatically downloaded and updated every trading day, saving you the hassle to worry about updating and formatting your own data. On top of that, we provide adjusted (see5.1.2) end-of-day (EOD) and historical data. ChartNexus uses proprietary data format.

5.1.1

Market data available

We currently provide EOD data and historical data only and do not support real-time data.

ChartNexus comes free-of-charge (personal use) with EOD data : 37

(49)

5.1. Information On Data 38

1. 3 years BSE, NSE 2. 3 years HKSE 3. 3 years JSX

4. 3 years Bursa/KLSE (include both Mainboard and Mesdaq stocks and warrants)

5. 3 years SGX (include both Mainboard and Sesdaq stocks and warrants data)

6. 3 years AMEX, NASDAQ, NYSE and USINDEX 7. 3 years World Indices

NOTE: Data is usually updated at around 6:30pm (Singapore local time) daily. We recommend that you update the data after 7pm or later. There maybe times when delivery maybe late or delayed. We will make an-nouncement on those occassion.

If you require historical data, you may want to consider subscribing to our addons - 10-year Historical Data which is adjusted for splits for more in-depth analysis.

5.1.2

Data adjustments

Many data sources, especially free ones usually do not come with data ad-justment and may not give you the true idea of the price of the equity. Data in ChartNexus is adjusted for splits.

WITHOUT data adjustment, when stock splits, the chart will appear as shown in Figure 5.1:

(50)

5.1. Information On Data 39

Figure 5.1: Non-adjusted data with a huge gap distorting the chart.

WITH data adjustment, either/both previous price and volume data values are adjusted to match the new valuation. This will allow the price and volume information to maintain a consistent scale with new data.

When there’s an adjustment event, a bell icon will appear in the chart as shown in Figure 5.2:

(51)

5.1. Information On Data 40

Figure 5.2: Adjusted data closes the gap and indicated with a bell icon. Move your mouse over the bell to see the description of the event.

5.1.3

Data adjustment events

These are the events that we will adjust the data: 1. Name change of companies

(52)

5.1. Information On Data 41

3. Rights Issue - both volume and price are adjusted 4. New Par - both volume and price are adjusted

(a) consolidation (b) capital reduction (c) cash distribution (d) share consolidation (e) sub-division

NOTE: As the data is adjusted, hence don’t be alarmed if you find that our data is significantly different from other data sources as they might not adjusted.

5.1.4

Data Adjustment Settings(On/Off)

ChartNexus charts are by default adjusted for Bonus Issue, Right Issue, etc. You can use Price Adjustment Setting Window to turn off (and turn on) individual type of adjustments.

To bring up the Price Adjustment Setting Window, click on the Price Ad-justment Setting button on our Menu Bar.

Yout will be presented with the Price Adjustment Setting Window (see Fig-ure 5.3):

(53)

5.1. Information On Data 42

Figure 5.3: Price Adjustment Setting window.

1. Enable All - To enable all types of adjustments. 2. Disable All - To disable all types of adjustments.

3. Apply - To apply your change. The change in setting will not be ap-plied to existing charts which are opened, but to the new charts to be opened.

(54)

5.2. Login To Data Server 43

5.2

Login To Data Server

ChartNexus can operate in ONLINE or OFFLINE mode. You will only need to connect to our server to our server when you need to update the EOD data to get the latest closing price using your login account which is provided free.

When you start ChartNexus for the first time, you will be presented with this login window (see Figure 5.4). If you set the option to let ChartNexus to remember your login information, this window will not appear subse-quently and you will be auto-connected to our server.

To bring up the login window, click on the User Login button on our Menu Bar.

You will be presented with the User Login Window (see Figure5.4):

Figure 5.4: User login window.

1. Register - Click on this link to bring you to the account sign up page to register a free account which will be used to connect to our server. 2. Login and Password - This is your login information. Type in your

(55)

5.3. Downloading or Updating Data 44

account information as what you have registered with us.

3. Remember Login - Click this if you want ChartNexus to remember your login information. You will not be prompted subsequently. If you do not want to let ChartNexus remember it, click on it again to deselect. 4. Network - You may need to configure proxy settings if you are us-ing behind a proxy server or firewall for instance if you are usus-ing in corporate network.

5. Forgot Password - Click this to bring you to the web form to retrieve your password (which will be sent to you email account).

5.3

Downloading or Updating Data

Once you have keyed in your login information and connected to our data server, the data downloading process begins. A dialog box will be displayed to inform you on the progress (see Figure 5.5).

(56)

5.4. Forcing Data Download 45

Figure 5.5: Dialog box showing the data download progress.

Once the download is completed, you can see the latest data updated shown as shown in Figure5.5OR you can also locate the status information in the Listings window just beside the name of the market data.

If you have opened any chart before the data update is completed, Chart-Nexus will auto adjust it to the latest.

5.4

Forcing Data Download

You can also force data download (though not required) by clicking on the Download Latest Data From Server button on the menubar. Con-versely, you can stop downloading the data by clicking on the same button Stop/Pause Download as shown in Figure5.6.

(57)

5.5. Using From Office Or Behind Firewall 46

Figure 5.6: Connect to server button. Click it to start or to stop data from downloading.

5.5

Using From Office Or Behind Firewall

If you are using from office or behind a private network with firewall in place, you MAY need to perform some simple configurations.

Click on the Network button (see Figure 5.7) if you want to set your con-nection setting. This will allow you to key in your own proxy server address and port number.

(58)

5.6. (Re-)Installing Data 47

Figure 5.7: Network connection configurations when you encounter con-nection problem especially behind proxy server or firewall.

5.6

(Re-)Installing Data

When you first install ChartNexus, we have only included in the setup pack-age some of the market data that we mentioned earlier in this chapter’s in-troduction. You will need to install them. Later on, sometimes you may

(59)

5.6. (Re-)Installing Data 48

want to re-install the market data and this process describes for both in-stalling and re-inin-stalling market data.

When you first started ChartNexus, you will be presented with the market data installer as shown in Figure5.8.

Figure 5.8: Installer or re-installer for the various market data.

NOTE: Depending on whether you have any subscription with us, the year/duration of the market data may vary. For free user, we only provide you with 1 year

data. For subscribers, we provide 10 years of market data.

If you do not see the above Market Data Installer, you can activate it by going through the process as describe in Section 5.7.

(60)

5.7. Fixing Data 49

Once you see the Market Data Installer (refer to Figure 5.8),

1. Select the market that you want (re)install by clicking on the button. 2. Click on Install Market Data button.

5.7

Fixing Data

Sometimes due to problem with the connection or some issue with down-loading or possibly problem at our server end, the data may be corrupted or missing, and causing problem when displaying your selected chart. To fix this,

1. In the Menubar, click on Help.

2. Next, click on Fix Corrupted/Missing Data. 3. A window will appear as shown in Figure 5.9.

4. Select All stocks and Reinstall market data (assuming if you want to (re)download the entire market data. Otherwise you can just select a particular stock before proceeding further.

(61)

5.8. Changing Data Downloading Settings 50

Figure 5.9: Fixing corrupted or incomplete data for an equity.

NOTE: If using this step does not resolve your problem, please drop us a mail.

5.8

Changing Data Downloading Settings

Data is automatically downloaded a few seconds after you start Chart-Nexus. You can change the download setting, refer to Figure 5.10.

(62)

5.8. Changing Data Downloading Settings 51

Figure 5.10: Data downloading settings. Use this to set the order of data download and whether to download the particular market data.

(63)

Chapter 6

Working With Charts

Now that you are familiar with the features and functions of ChartNexus, we will look at the tools and functions that are available to you for your charting work in this chapter.

(64)

53

Figure 6.1: Charting area.

1. Market & Equity Name - Name of the equity (stock, warrant etc.) and to which market it belongs.

2. Overview - Displays the OHLC (Open, High, Low, Close prices), vol-ume and the change in % from previous session close.

3. Indicators Selected - Shows the indicators used in the chart and the shorthand description of the indicators’ settings.

4. Indicator Panel - Indicator panel showing the indicator selected. 5. Market & Equity Name - Name of the equity (stock, warrant etc.)

(65)

6.1. Opening and Closing Stock Chart 54

6. Chart Settings - Contains the settings for the chart : daily, weekly data; bar, line or candlestick display; color settings; save chart as workspace.

6.1

Opening and Closing Stock Chart

6.1.1

Open chart

To open or show a chart (see Figure 6.2), double click on any name of the equity (stocks, warrants etc.) found in the Listings .

Figure 6.2: Double click to open a chart.

Alternatively, right click on the name of the equity and a pop up menu will be shown, see Figure 6.3(a), click on Open chart.

(66)

6.2. Tiling Chart Windows 55

Figure 6.3: Right click on an equity and a pop up will be shown. If an equity opened for the first time, then you will be presented with menu (a) otherwise if the equity chart is already opened, you will see (b) menu in-stead.

To open another instance of the same equity, for example you may want to compare for the same equity using different indicators, trendlines etc. in two separate windows, right click on the equity and then click on Open New Instance, see Figure 6.3(b).

6.1.2

Close chart

To close a chart, click on the X button located at the top right corner of the chart window.

6.2

Tiling Chart Windows

In a multi-window environment, you can view 1 chart or multiple charts simultaneously, often to perform comparison. You can set to arrange your charts:

• 1 chart at a time

(67)

6.3. Price and Volume 56

• 2 charts side by side • 4 charts

6.3

Price and Volume

• OHLC (open, high low, close), volume and changes from previous closing price of the equity in view

• Price axis • Volume axis

• Red volume bar is displayed if current price closes lower or equal to previous day’s closing price otherwise green bar is displayed

Figure 6.4: Viewing and interpreting price and volume of equity.

You can view the price in linear or logarithmic scale. Click to select whichever you prefer to use. Default is set to linear price scale. Refer to Figure 6.5.

(68)

6.4. Viewing in Different Time Frame 57

Figure 6.5: Viewing price in linear or logarithmic scale.

6.4

Viewing in Different Time Frame

You can change the period or time frame of the chart to either of these • daily

• weekly • monthly

by clicking on the button located at the bottom left corner of the chart win-dow.

(69)

6.5. Viewing in Different Chart Types 58

Figure 6.6: Display charts in different views : daily, weekly and monthly.

6.5

Viewing in Different Chart Types

You can view all the stock charts in three different forms, namely Candle-stick chart, Bar chart and Line chart. The buttons are located at the bottom left corner of the chart window.

a) Candlestick Chart (selected by default)

(70)

6.6. Adding Comments and Drawing onto Charts 59

b) Bar or OHLC Chart

Figure 6.8: Bar or OHLC (Open, High, Low, Close) chart.

c) Line Chart

Figure 6.9: Line chart.

NOTE: ChartNexus will automatically remember the chart type that you have selected and loads it the next time when you start.

6.6

Adding Comments and Drawing onto Charts

Sometimes, we just want to add our own comments to the charts. At other time, we want to draw lines, trendlines or even add arrows to the chart.

(71)

6.7. Fibonacci Tools 60

You can find a myriad of drawing and commenting tools available in the Drawing Tools box usually located just above the chart window (see Fig-ure 6.10).

Figure 6.10: Adding comments and drawing shapes.

6.7

Fibonacci Tools

No charting tool would be complete without the Fibonacci arcs , fan , time and retracements .

(72)

6.8. Drawing Shapes 61

Figure 6.11: Chart with fibonacci tools.

6.8

Drawing Shapes

You can add rectangles, squares, oval, circle to your charts by using the buttons and respectively. You can tweak the background color of the oval shape by adjusting the brightness level, refer to Figure 6.25

(73)

6.9. Repositioning Chart Item 62

Figure 6.12: Adding shapes to your charts.

6.9

Repositioning Chart Item

In the previous sections, we have shown how you could add lines, rectangle boxes, comments, Fibonacci fan, time etc. What if you have added at a wrong position and you want to move it or position it differently?

As shown in Figure 6.13, move the mouse pointer over to the edge of chart item that you wish to reposition. The mouse pointer will change into a cross pointer, left-click your mouse and drag the chart item to desired position. The same can be done to move percentages shown in Fibonacci Tools chart items.

(74)

6.10. Removing Chart Item 63

Figure 6.13: Repositioning chart item.

6.10

Removing Chart Item

To clear or remove an added chart item, move the mouse pointer over to the chart item, left-click on the item and press the Delete on keyboard.

Alternatively, you can use the Eraser functions. Click on the Eraser tool and then click on the chart item to be erased. You can also use the Erase All tool to remove all manually added chart items.

(75)

6.11. Redoing and Undoing 64

6.11

Redoing and Undoing

Clicking on the Redo button and Undo button to repeat or undo the action that you have carried out.

6.12

Zooming Chart

To zoom in (enlarge details) or zoom out (lessen details), use the zoom button to control the level of details.

i) Zoom In Drag and hold a region of the chart to zoom in to increase the details (see Figure6.15OR to use shortcut key, press the ’+’ key.

Figure 6.15: Selecting a period to zoom in.

ii) Zoom out Right click on the chart to decrease the details OR to use shortcut key, press the ’-’ key.

(76)

6.13. Scrolling Chart 65

For more shortcuts, please see Appendix 11. Alternatively,

you can use the zoom in/out button found at the scroller.

Figure 6.16: Zoom in and out buttons added to make it easy to zoom.

6.13

Scrolling Chart

To control the scrolling of the indicators panel and chart size in the chart panel, you can use the vertical scrollbar to do that. Toggling it will turned off/on the option, see Figure 6.17

Figure 6.17: Toggling the scrollbar to turn on scrollbar or otherwise (chart size and indicator size will be automatically adjusted).

(77)

6.14. Navigating Chart 66

6.14

Navigating Chart

Charts are plotted over a period of time. In ChartNexus, you can conve-niently navigate forward, backward, change viewing period etc. by using the navigation bar located at the bottom right corner in each chart window.

6.14.1

Navigate forward or backward

To move forward or backward in time, click on (1) or (2) respectively , see Figure 6.18.

Figure 6.18: Navigation bar to let you scroll the chart forward or backward AND zoom in/out AND view in a particular period.

6.14.2

Use scroll to navigate

You can achieve the moving forward and backward much more convenient by moving your mouse cursor over region A (see Figure 6.18) until the cursor changes to a palm cursor then click and hold it to drag forward or backward.

Alternatively, you can also use keyboard shortcut keys to activate the same functions. However, you will need to click once on the chart area so that the shortcutkeys can be registered. For more shortcuts, please see Appendix11.

(78)

6.15. Resizing Chart 67

Figure 6.19: Shortcut keys available for chart navigation.

6.14.3

Enlarge or shrink viewing period

To enlarge or shrink the period in view, move your mouse cursor over to (3) or (4) (see Figure 6.18) and then click and drag to change the period in view.

6.15

Resizing Chart

To adjust the size of the chart, move your cursor/pointer over to the edge of the chart window until the cursor change to the diagonal arrow as shown in the Figure 6.20(colored in red).

(79)

6.16. Changing Color Settings 68

Figure 6.20: Resizing chart manually.

6.16

Changing Color Settings

You can change the display color for all the manually added chart items or you can change the color settings for the chart.

6.16.1

Changing indicators colors

(80)

6.16. Changing Color Settings 69

Figure 6.21: ”Edit” button for change of indicator parameters & color

(81)

6.16. Changing Color Settings 70

Figure 6.22: Selecting indicator in Indicators Parameters Settings Window

(82)

6.16. Changing Color Settings 71

Figure 6.23: Changing color in Indicators Parameters Settings Window

6.16.2

Change item color

You can change the item color before or after you have inserted it. To change the color of the item, click on the Color Setting button (see Figure 6.24located at the bottom left corner of each chart:

(83)

6.16. Changing Color Settings 72

Figure 6.24: Color settings button.

A window will appear as shown in Figure 6.25. Click on the color that you desire:

Figure 6.25: Choose color settings.

(84)

6.16. Changing Color Settings 73

1. Choose the desired color as shown in Figure 6.25, click OK to start using the color.

2. Insert any chart item and the item inserted will assume the new color (see Figure6.26).

Figure 6.26: Chart items with chosen color.

6.16.3

Change chart color

Often, we want to be able to personalize the chart that we generate. You can change all the color settings for the chart in ChartNexus.

Again, click on the Color Setting button (see Figure6.24) located at the Minitoolbar.

Next, click on the Chart Colors tab. You will see the following (see Fig-ure 6.27and Figure6.28):

(85)

6.16. Changing Color Settings 74

(86)

6.16. Changing Color Settings 75

Figure 6.28: More options for changing color settings.

1. Save your favorite color settings under a theme name. 2. Remove selected theme.

3. Import/Export your theme.

4. Drop-down list containing all your saved themes. 5. Click to access help documentation.

6. Click on the color palette to edit them.

7. Click on this option to enable auto configurations of all option listed below it.

(87)

6.16. Changing Color Settings 76

8. Select individually your desired color configuration or click on Auto Adjust to let the system determines it automatically.

You can customize the various options available including chart title, labels, background colors, border color, candlesticks color, grid color and so on. See Figure6.29for the illustration on the various settings.

Figure 6.29: Chart colors settings.

We have also added the function for you to save the color scheme in various color themes where you can manage them (create, remove and export) so that you can adopt various color schemes.

(88)

6.17. Capturing and Printing Chart 77

6.17

Capturing and Printing Chart

You can save all your comments/annotation, lines etc. that you have drawn on the chart and save them as image file (in PNG format) and share it with your friends or family members over the Internet or other means.

(89)

6.17. Capturing and Printing Chart 78

Figure 6.30: Capture chart and save to computer.

NOTE: if you want to save the state of the chart within ChartNexus, then you will need to use what we called Workspace, see the Workspace sec-tion 8.7.

(90)

6.18. Performance Chart 79

1. Click on the Capture Chart button located on the Menu Bar. 2. The Capture Chart window will pop-up.

3. Choose from the drop-down list the image size you wish to save. You can also customize to the size that you wish to.

4. Click on Save To Computer button to specify where the chart should be saved.

To print a chart, click on the Send Chart To Printer button at the Menu Bar as shown in Figure6.31. Of course beside printing directly, you can always use the capture chart method (see section 6.17).

Figure 6.31: Send chart to printer for printing.

6.18

Performance Chart

Often, we may want to compare the index against particular stock(s) or simply to compare a basket of stocks to gauge their relative performance. You can achieve them with Performance Chart.

(91)

6.18. Performance Chart 80

Figure 6.32: Performance chart for comparison between index against stocks or stocks(s) among each other.

1. Click on the Performance Chart button located at the Menu Bar. 2. The Performance Chart window will appear.

3. Under Listings window, click on the equity to set the particular equity as reference for comparison. To remove an equity from the Perfor-mance Chart, move the mouse pointer onto the Equity Name and then click on the close(x) button.

4. To set the Reference Line to indicate a particular point in time to begin comparison, move the Reference Line by clicking on the line then drag

(92)

6.18. Performance Chart 81

to a desired reference date.

5. When you click on the Performance Chart, these two buttons and will appear at the bottom left corner of the chart. Click on the buttons to reset the Reference Line to the left and to clear all the counters in Performance Chart respectively.

(93)

Chapter 7

Technical Indicators

ChartNexus comes with some of the most commonly in use indicators. You can easily access them in the Indicators list :

1. Accumulation/Distribution

2. Average Directional Index (ADX) 3. Average True Range (ATR)

4. Bollinger Band

5. Commodity Channel Index 6. Chaikin Money Flow (CMF) 7. Commodity Channel Index (CCI)

8. Guppy Multiple Moving Average (GMMA)

For details, please visit Daryl’shttp://www.guppytraders.com/

9. Ichimoku Kinko Hyo 10. MA Envelope

11. Moving Average Convergence Divergence (MACD) 82

(94)

7.1. Applying Indicators with Indicator Templates 83

12. Money Flow Index (MFI) 13. Momentum

14. Moving Average (MA) 15. On Balance Volume (OBV)

16. Parabolic Stop And Reversal (Parabolic SAR) 17. Price And Volume Trend (PVT)

18. Rate Of Change (ROC)

19. Relative Strength Index (RSI) 20. Smoothed RSI

21. Stochastics 22. Volume MA 23. Williams %R

We have prepared tutorials on the various indicators with the theory and also samples on how to apply the indicators. Please visit

http://www.chartnexus.com/learning

7.1

Applying Indicators with Indicator Templates

To access the Indicators:

(95)

7.1. Applying Indicators with Indicator Templates 84

2. Click on the desired indicator’s checkbox to show/add the indicator in the chart window. To hide/remove the indicator(s), click again on the checkbox.

Figure 7.1: Add or remove indicator to chart.

3. Upon first installation, ChartNexus will create 4 indicator templates by default, namely ’- Last Workspace -’, ’- Last XPertTrader -’, ’- No In-dicators -’, and ’- System Default -’(as seen in Figure7.1). In System Default, you may add/remove any indicator with the checkboxes, and the selections will be automatically saved. To switch to a chart view without indicators, simply switch the template to ’- No Indicators’ tem-plate.

4. You may also create more indicator templates by using the Manage Indicator Template button as shown in Figure7.2. Click on this button

(96)

7.2. Changing Indicator Parameter Setting 85

and select New Template to create more template as you need.

Figure 7.2: Managing Indicators Template.

7.2

Changing Indicator Parameter Setting

To change the parameter setting of an indicator (refer to Figure 7.3): 1. Click on the indicator that you want to change.

2. Press the Edit button (see Figure7.3).

3. The Indicators Parameters Settings window will appear. 4. Change the value for the parameter(s) available.

5. Click the OK button or the Apply button to apply the change OR click on Save As button to save as another name for the indicator.

(97)

7.3. Removing A Customized Indicator 86

Figure 7.3: Changing indicator parameters setting.

7.3

Removing A Customized Indicator

For the default indicators that we have provided (see section ˜refchp:TechnicalIndicators), you will not be able to remove them. If you move your mouse over any of

them, the Remove button will be disabled.

However, if you have created your own customized indicator, you will be able to edit or remove it.

(98)

7.4. Changing Colors Indicators 87

To remove a customized indicator, click on the indicator that you have cre-ated and click on the Remove button.

7.4

Changing Colors Indicators

You can change almost all the aspects of the color scheme in ChartNexus. To change the colors of the indicators, please refer to Chapter6.16

(99)

Chapter 8

Supplemental Tools

In the preceding Chapter6on Working With Charts we have looked at what we can do with charting. Nonetheless, we may require various other tools to supplement or enable our analysis work. In this chapter, we will look at the myriad of tools provided including stock spread calculator, watchlist, portfolio manager, notes and so on.

8.1

Search Tool

You can access all the equities by accessing through the Listings window. However, to allow faster access with less click, we have provided a search tool to allow you to search for an equity by code or by name.

To access this, in the Menu Bar, click on Tools and then Search Tool. A dialog box will be shown, see Figure 8.1. Use your keyboard and type in e.g. the letter H and the list of equities matching H will be shown (either by name or stock code). Stock code that match will be indicated with the phrase (stock code). Continue to type in more letters to narrow your search and then press on the Enter key to bring up the chart.

(100)

8.2. Watch List 89

Figure 8.1: Search tool to allow quick search. You can search by name or code. Pressing Ctrl and F keys will bring up the search tool too.

8.2

Watch List

For ease of navigation and monitoring, you can categorize the stocks into different Watch list. Figure 8.2shows how you can manage your watchlist (create, remove, adding stocks and removing stocks to the watch list).

(101)

8.2. Watch List 90

Figure 8.2: Managing your watch lists.

8.2.1

Creating new watch list

a) Click on the Manage Watchlist button. b) Click on the New Watchlist.

b) Enter the name for the new watch list to be created at the pop-up win-dow.

8.2.2

Removing watch list

To remove a watch list,

a) Select from the drop-down list the watch list you want to remove. b) Click on the Manage Watchlist button.

(102)

8.2. Watch List 91

c) Click on the Remove Watchlist to remove the selected watch list. d) A confirmation window will appear. Click OK to confirm to remove

or click Cancel otherwise.

8.2.3

Adding stocks to watch list

To add stock into a particular watch list,

a) Right-click on a stock found in the Listings .

b) Click on Add to Current Watchlist to add to current watch list or click on Add to Watchlist and select the watch list that you want to add to.

(103)

8.3. Brokerage Fee Profile 92

8.2.4

Removing stocks from watch list

You can remove selected stocks or remove all the stocks at once from a watch list. To remove,

a) Select the watch list containing the stock(s) that you wish to remove. b) Right-click on the stock found in the watch list.

c) Click on Remove Stock to that stock or click on Remove All to remove all the stocks in that watch list.

Figure 8.4: Removing stock from watch list.

8.3

Brokerage Fee Profile

Brokerage Fee Profile is simple tool to let you key in the various brokerage fees and save them into different profiles. These profiles can then be used in the Spread Calculator (see 8.4) or XPertTrader.

(104)

8.3. Brokerage Fee Profile 93

Figure 8.5: Brokerage fee tool to manage your various brokerage fees.

There are few ways to access the Brokerage Fee Profile, either through: 1. The Toolbar (see Figure 8.6)

(105)

8.4. Spread Calculator 94

Figure 8.6: Access through the Edit button found in the Spread Calculator.

3. XPertTrader’s Backtester

Figure 8.7: Access through XPertTrader’s Backtester

8.4

Spread Calculator

Spread Calculator lets you easily and quickly calculate trading profits or breakeven point.

(106)

8.4. Spread Calculator 95

It calculates the net profit of a particular buy and sell transaction based on purchase price, sell price, step size, number of shares, and brokerage fee. In the Toolbar, click on the Spread Calculator button and you will be presented with the calculator (see Figure8.8).

Figure 8.8: Spread Calculator.

8.4.1

Editing brokerage fee

Before using, you can you use the default brokerage fee or you can create your own by clicking on the Edit button. The Brokerage Fee Profile win-dow will pop up. Enter the desired values and save as a new profile or click on the Delete button to delete a selected profile.

(107)

8.4. Spread Calculator 96

8.4.2

Selling a stock

If you have bought a stock and you want to calculate the possible selling prices for it, click on the Sell radio button under Cost of Shares. Enter the price that you bought the stock, the stock’s bid size and number of shares purchased. Then click on Calculate button and you will see the calculation on your right side (see Figure 8.9).

Figure 8.9: Spread Calculator - Selling a stock

8.4.3

Buying a stock

This otherwise known as shorting. If you have sold a stock and you want to calculate the possible buying prices, then click on the Buy radiobutton under Cost of Shares. Enter the price that you sold the stock, the stock’s bid size and number of shares sold. Then click on Calculate button and you will see the calculation on your right side (see Figure 8.10).

(108)

8.5. Notes 97

Figure 8.10: Spread Calculator - Buying a stock

8.5

Notes

8.5.1

Adding, editing & removing notes

Each stock has its own Notes panel (see Figure 8.11) which you can write your thoughts or ideas about that stock.

References

Related documents

The distribution data in Figure 13 demonstrates that at least a year in advance, with production modules rather than champion modules, SSI accomplishments far exceed the 2003 DOE

20 Bond Euro - Long Term 3 Years DWS Vorsorge Rentenfonds 15Y DWS Investment GmbH 17 Bond Euro - Long Term 5 Years AXA WF Euro 10+ LT A C AXA Investment Managers Paris SA 13 Bond Euro

To take scrolling scores as an example, it is now possible to customize the playhead, either by changing its colour or using an image in place of the usual line, and it is

1.6.2 Economical crowdsourcing for camera trap image classification As discussed above, there have been successful online citizen science projects which crowdsource data

•Modify AM Plans, 10 year Opex and Capex plans, lifecycle model of asset class •Develop Corporate and Customer LOS & Risk Management. Framework with preferred

Specifically, if the buyer's conditional expected valuation is larger than the seller’s conditional expected valuation (in both cases- conditional that their expected valuation

There taking several words used in the short form and it is essential oil know at full forms of those words In all fields including science education computer.. We have breast a

College Station ISD, Food Service/Administration I. To provide hands-on experience so that the intern becomes familiar with the child nutrition rules and regulations, food