eye in the sky trade planning user guide
TRANSCRIPT
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User
Guide
Copyright 2012 Eye in the Sky Trade Planning. All rights reserved.
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CONTENTS
MINIMUM SYSTEM REQUIREMENTS ............................................................................................................................. 1
INSTALLATION ................................................................................................................................................................ 2
Eye in the Sky Trade Planning Setup .......................................................................................................................... 2
Running Eye in the Sky Trade Planning For The First Time ........................................................................................ 2
Software Updates .................................................................................................................................................. 2
Microsoft SQL Server Download & Installation ..................................................................................................... 2
Database Creation ................................................................................................................................................. 2
Data Collection ...................................................................................................................................................... 2
Resizing the Sections of the Screen ....................................................................................................................... 4
Detaching Tabs as Individual Windows ................................................................................................................. 5
Changing the Order of Tabs ................................................................................................................................... 6
FInding Values in Drop Down Lists......................................................................................................................... 7
TOP PANEL ..................................................................................................................................................................... 8
Rapid Fire Ticker Tape ............................................................................................................................................... 8
Filter Tab .................................................................................................................................................................... 9
Customizing The List of Possible Filter Values ....................................................................................................... 9
Changing the Order of the Tabs ........................................................................................................................... 11
Technical Tab ....................................................................................................................................................... 12
Dates .................................................................................................................................................................... 13
Moving Averages ................................................................................................................................................. 14
Insider Trading Tab .............................................................................................................................................. 16
Stock Buybacks Tab ............................................................................................................................................. 17
Ratings Tab .......................................................................................................................................................... 18
Bollinger Bands .................................................................................................................................................... 19
Highs & Lows Tab ................................................................................................................................................. 20
Fundamentals Tab ............................................................................................................................................... 21
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Sector & Industry Tab .......................................................................................................................................... 22
Country Tab ......................................................................................................................................................... 23
Gains & Losses Tab .............................................................................................................................................. 24
Dividends Tab ...................................................................................................................................................... 25
Custom Tab .......................................................................................................................................................... 26
Complete List of Filter Criteria ............................................................................................................................. 27
Field Value Index.................................................................................................................................................. 40
Dashboard Tab ......................................................................................................................................................... 41
The My Rating ...................................................................................................................................................... 42
Customizing the Dashboard ................................................................................................................................. 43
Fundamentals Tab ................................................................................................................................................... 46
Fiscal YTD Financials ............................................................................................................................................ 46
Annual Financials ................................................................................................................................................. 47
Quarterly Financials ............................................................................................................................................. 48
EPS Trends Tab ........................................................................................................................................................ 49
Pivot Points Trends Tab ........................................................................................................................................... 50
Observations & Timing Tab...................................................................................................................................... 51
Observations Section ........................................................................................................................................... 51
Timing Section ..................................................................................................................................................... 52
Notes Tab ................................................................................................................................................................. 55
Data Collection Tab .................................................................................................................................................. 56
Import Tab ............................................................................................................................................................... 58
Importing Ticker View Assignments .................................................................................................................... 59
Creating Gains & Losses Import Definitions ........................................................................................................ 60
Export Tab ................................................................................................................................................................ 61
Exporting Tickers ................................................................................................................................................. 61
Exporting Historical Prices ................................................................................................................................... 63
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My Exports ........................................................................................................................................................... 64
Help Videos Tab ....................................................................................................................................................... 68
STOCK DATA GRID........................................................................................................................................................ 69
Finding A Ticker ................................................................................................................................................... 70
Sorting.................................................................................................................................................................. 71
Column Designer ................................................................................................................................................. 72
Row Numbers ...................................................................................................................................................... 73
Slide Show............................................................................................................................................................ 74
CENTER PANEL (Views, Filtering & My Web Pages) ..................................................................................................... 75
My Filters ............................................................................................................................................................. 77
User Defined Views.............................................................................................................................................. 78
My Web Pages ..................................................................................................................................................... 80
DATA VIEW .................................................................................................................................................................. 82
Web Browser Tab .................................................................................................................................................... 83
Navigation ............................................................................................................................................................ 83
Printing ................................................................................................................................................................ 84
Insider Trading Tab .................................................................................................................................................. 85
Stock Buybacks Tab ................................................................................................................................................. 86
Ratings Tab .............................................................................................................................................................. 87
Industry Peers Tab ................................................................................................................................................... 88
Historical Prices Tab ................................................................................................................................................. 89
Gains & Losses Tab .................................................................................................................................................. 90
Dividends Tab .......................................................................................................................................................... 92
Sector/Industry Analysis Tab ................................................................................................................................... 93
Notifications Tab ...................................................................................................................................................... 94
View Assignment History ......................................................................................................................................... 95
Printing Reports ........................................................................................................................................................... 96
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Ticker Details ........................................................................................................................................................... 96
Filter Assistant Form .................................................................................................................................................... 98
My Filter Sets ........................................................................................................................................................... 99
My Favorites .......................................................................................................................................................... 100
Settings Screen .......................................................................................................................................................... 101
Commissions & Fees Tab ....................................................................................................................................... 102
Calculations Tab ..................................................................................................................................................... 104
Indicators Tab .................................................................................................................................................... 104
Gains & Losses Tab ............................................................................................................................................ 107
Rapid Fire Ticker Tape Tab ..................................................................................................................................... 108
Slide Show TAB ...................................................................................................................................................... 109
Appearance Tab ..................................................................................................................................................... 110
Colors ................................................................................................................................................................. 110
Importing Tab ........................................................................................................................................................ 112
Gains & Losses ................................................................................................................................................... 112
Ticker View Assignments ................................................................................................................................... 113
Generic Gains & Losses CSV Import File Layout ................................................................................................ 114
Exporting Tab ......................................................................................................................................................... 115
Tickers ................................................................................................................................................................ 115
Defaults Tab ........................................................................................................................................................... 116
Notifications Tab .................................................................................................................................................... 117
Timing Notifications ........................................................................................................................................... 117
Data Administration Screen ....................................................................................................................................... 119
Reload Defaults Tab ............................................................................................................................................... 120
Clear Tables Tab ..................................................................................................................................................... 121
Validation Tab ........................................................................................................................................................ 122
Export Tab .............................................................................................................................................................. 123
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Import Tab ............................................................................................................................................................. 124
Database Configuration File (Optional) ..................................................................................................................... 125
File Name ............................................................................................................................................................... 125
File Contents .......................................................................................................................................................... 125
Database Administration ........................................................................................................................................... 126
Action List .............................................................................................................................................................. 126
REGISTRATION ........................................................................................................................................................... 128
SUPPORT .................................................................................................................................................................... 129
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Page 1
MINIMUM SYSTEM REQUIREMENTS
Operating
System
Windows XP, Vista or 7
Macintosh requires Parallels or Fusion
CPU Intel Pentium 800 MHz (or AMD equivalent)
Memory 1 GB
Disk Space 2 GB
Screen
Resolution1280 x 1024
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Page 2
INSTALLATION
EYE IN THE SKY TRADE PLANNING SETUP
The latest copy of the software can be downloaded from the following official Web Site:
http://www.eyeintheskyscreener.com
Double click on the Eye in the Sky Screener Setup.exe that you downloaded. Click the Allow option if Windows
User Account Control displays a message.
RUNNING EYE IN THE SKY TRADE PLANNING FOR THE FIRST TIME
SOFTWARE UPDATES
You may be notified that there is a software update available. If this message appears, click the Yes button and
complete the setup for the new version of Eye in the Sky Trade Planning.
MICROSOFT SQL SERVER DOWNLOAD & INSTALLATION
If Microsoft SQL Server is not installed on your machine you will be prompted to download and install it. Once
Microsoft SQL Server is installed the software will exit. Simply start Eye in the Sky Trade Planning again by using
the icon you created on the desktop or quick launch bar, or by selecting it from the All Programs group of the Start
Button.
DATABASE CREATION
The first time you run the software, it will create the database. This process may take up to a minute. Please do
not close the program while this process is running. This process creates the SQL Server Database that stores all
the data for the software. In addition, it loads some default data.
DATA COLLECTION
Eye in the Sky Trade Planning will begin to gather the stock information once you have closed the Help Video
Notification screen. This process takes roughly 45 minutes the first time. Data includes 3 years of historical prices
for each of the 6,700+ stocks. The data is incremental so it will update much quicker on the following days.
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The data will refresh after the market closes each day once the historical price data becomes available from
Google Finance.
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RESIZING THE SECTIONS OF THE SCREEN
There are two methods to resizing the screen:
RESIZER BARS
You will notice that there is a wide black line between the Top Panel and bottom section of the screen. This is
known as a resize bar. There is also a resize bar located between the Stock Data Grid and the Data View sections.
You can use your mouse to drag these bars, and resize the screen to suit your needs. Put your mouse over the
resize bar until the cursor changes to one of the resizing cursors shown below.
The horizontal resize cursor.
The vertical resize cursor.
MINIMIZE/MAXIMIZE BUTTON
You can click the maximize/minimize button on the right side of the screen to resize the top and bottom regions of
the screen.
The maximize button will shrink the top half of the screen so that more of the data below can
be viewed. This can be very helpful when you are viewing web pages.
The minimize button will expand the top half of the screen back to its original size.
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Page 5
DETACHING TABS AS INDIVIDUAL WINDOWS
You can right click on just about any tab and select Detach. This will bring up a separate window that you can drag
to a different monitor. Most of these windows allow resizing so that you can make them as big or small as you
want. To re-attach the window to the tab bar, simply close the individual window, and it will be re-added to the
tab area where you detached it.
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CHANGING THE ORDER OF TABS
You can drag a tab to a different position by clicking on it and holding down the mouse button, as you drag it to the
left or right. This allows you to organize the tabs in any way you like.
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Page 7
FINDING VALUES IN DROP DOWN LISTS
Some of the lists have many items. For example, the Field Name lists in the Custom Filter tab contain hundreds of
items. You can quickly filter what is contained in the box by typing while on the drop down list box.
Go to the drop down box by tabbing to it or clicking on it with your mouse. Start typing part of the name you are looking for. A screen will appear showing what you type. The results will be narrowed to only items containing what you type. You can search on multiple partial words by separating them with a space. For example, if you type eps
aver the results will only show items that contain both of these strings in them.
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Page 8
TOP PANEL
RAPID FIRE TICKER TAPE
The area just right of the menu is known as the Rapid Fire Ticker Tape. It shows important information related to
the stocks you currently have in your Views.
The notifications can be configured to include the following:
Earnings Report scheduled Upgrades & Downgrades Insider Transactions
It rotates through the different messages at an interval that you can define in the Settings screen. If you want
more information on a particular message you can simply double-click it, and it will navigate to that stock forfurther investigation. You can change the settings for the Rapid Fire Ticker Tape in the Settings Screen under the
Tools menu.
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FILTER TAB
The Filter tab contains all the filtering capabilities of the software. The following section will discuss each section
in more detail.
CUSTOMIZING THE LIST OF POSSIBLE FILTER VALUES
You can specify the values that appear in some of the lists. For example, if you right click with your mouse on the
list under Full Stochastics, you will see the menu option Change Values. If you select this option, you will be
presented with the Filter Values screen. You can change the values for all drop down lists in the filter section of
the screen.
Deleting a
Value
Click the row selection button to the left of the row you want to remove.
Press the Delete key on your keyboard.
Alternatively, you can right click on the row(s) that are selected and select Delete SelectedRow(s) from the menu that appears.
Adding a Value Click in the value cell in the row that has an * asterisk next to it.
Enter a value.
Press the Tab key on the keyboard.
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Save Button Click this button if you want to save the changes.
Cancel Button Click this button if you want to abandon the changes.
You can remove rows by simply pressing the Delete key on your keyboard or right clicking and selecting DeleteSelected Row(s) from the menu that appears.
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CHANGING THE ORDER OF THE TABS
You can simply drag and drop any filter tab to a new location if you want to re-order them. Simply click and hold
the mouse button on the tab you would like to move, then drag it to its new location and release the mouse
button.
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TECHNICAL TAB
Patterns Daily chart patterns.
You can select multiple patterns in this box by holding down the Control key on the keyboard,
as you left click each item with your mouse.
Candlesticks The type of candle representing the last closing day.
You can select multiple candlesticks in this box by holding down the Control key on the
keyboard, as you left click each item with your mouse.
Full Stochastics The Full Stochastics (14, 3, 3) have been calculated for all stocks that have Historical Price data
available on Yahoo Finance. This allows you to select stocks that are either in an Overbought or
Oversold state. You can select either one of the fields or both together to create a range. Both
the K% and D% indicators are provided.
Oversold stocks typically have a value less than 20. Overbought stocks typically have a value greater than 80.
Price This filter option allows you to only display the stocks with a certain stock price range.
You can hide the stocks that are under $1 if you select 1 in the >= box. You can also specify a Average The percent above the average volume. If you select a value of 200, itindicates that stocks that have double the average volume will be displayed. Note, the
volume data is from the last import process that should have been started at end of
day on the last market day.
Daily Minimum - The minimum daily volume. If you select 50,000 from this list, onlystocks with a volume of 50K will be shown.
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DATES
Next Earnings
Report
This option allows you to show the stocks that have an earnings report scheduled for the
number of days you select from this box. For example, if you select 3 in the box, the stocks that
expect an earnings report in the next 3 days will be displayed.
Ex-Dividend
Date
This option allows you to show the stocks that have an ex-dividend date scheduled for the
number of days you select from this box. For example, if you select 3 in the box, the stocks that
have an ex-dividend date in the next 3 days will be displayed.
Dividend Date This option allows you to show the stocks that have a dividend distribution date scheduled for
the number of days you select from this box. For example, if you select 3 in the box, the stocks
that have an dividend date in the next 3 days will be displayed.
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MOVING AVERAGES
SMAs % Distance from Current Price
These filter selections allow you to select the percentage that the SMA is from thecurrent price. If you select 1% from the 20 Day SMA drop down, then you are
indicating that you would like to see stocks that have a current price within 1% of the
20 Day SMA.
Crossovers
These filter selections allow you to select the percentage that two different type ofSMAs are from each other. If you select 1% from the 20 & 50 Day Crossover drop
down, then you are indicating that you would like to see the stocks that have a 20 Day
SMA that is 1% from the 50 Day SMA.
EMAs % Distance from Current Price
These filter selections allow you to select the percentage that the EMA is from thecurrent price. If you select 1% from the 20 Day EMA drop down, then you are
indicating that you would like to see stocks that have a current price within 1% of the
20 Day EMA.
Crossovers
These filter selections allow you to select the percentage that two different type ofEMAs are from each other. If you select 1% from the 20 & 50 Day Crossover drop
down, then you are indicating that you would like to see the stocks that have a 20 Day
EMA that is 1% from the 50 Day EMA.
User Defined
MAs
% Distance from Current Price
These filter selections allow you to select the percentage that the user defined movingaverage is from the current price. If you select 1% from the drop down, then you are
indicating that you would like to see stocks that have a current price within 1% of theuser defined moving average.
Crossovers
These filter selections allow you to select the percentage that two different type ofuser defined moving averages are from each other. If you select 1% from the drop
down, then you are indicating that you would like to see the stocks that have the two
stated moving averages that percentage away from each other.
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Page 16
INSIDER TRADING TAB
Transaction
Type
You can select one or more transaction types.
Relationship This option allows you to filter on the relationship of the person who placed the insider
transaction with respect to the company:
Insiders - Individuals who work for the company. Institutions - 10% owners and other parties that do not directly work for the company.
Within Days The number of days that the insider transaction occurred. For example, if you select 5 from this
list, then only the records that had an insider transaction within the last 5 days will be
displayed.
Transaction
Value >=
You can indicate the minimum value of the insider transactions. If you select 50,000 from this
list, then only insider transactions of $50,000 or more will be considered.
Insider
Ownership
You can specify a range of how much insider ownership exists.
Institutional
Ownership
You can specify a range of how much institutional ownership exists.
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STOCK BUYBACKS TAB
Within Days The number of days since the announcement was made. For example, if you select 5 from this
list, then only the stock buyback programs that were announced within the last 5 days will be
displayed.
Value >= You can indicate the minimum value of the stock buyback programs. If you select 1,000,000
from this list, then only stock buyback programs of $1,000,000 or more will be considered.
Shares >= You can indicate the minimum number of shares for the stock buyback programs. If you select
250,000 from this list, then only stock buyback programs with 250,000 shares or more will beconsidered.
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RATINGS TAB
Within Days You can select stocks based on when a rating was issued. For example, if you select a value of
5, this indicates that only stocks with a rating issued within the last 5 days will be shown.
Type You can select stocks based on the type of rating that was issued.
Analyst You can select stocks based on the analyst that issued the opinion.
MSN
StockScouter
Rating
You can select stocks based on the MSN StockScouter Rating system.
TheStreet
Rating
You can select stocks based on one or more ratings from TheStreet website.
My Rating You can select stocks based on the value calculated for My Rating on the Dashboard.
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BOLLINGER BANDS
SMA (20, 2) Bollinger Bands based on the 20 Day Simple Moving Average.
These filter selections allow you to select the percentage that the band is from thecurrent price. If you select 1% from the Upper or Lower drop down, then you are
indicating that you would like to see stocks that have a current price within 1% of the
band you selected.
Crossover
This filter selection allows you to select the percentage that the two bands are fromeach other. If you select 1% from the Crossover drop down, then you are indicating
that you would like to see the stocks that have an Upper Band that is 1% from the
Lower Band.
EMAs (20,2) Bollinger Bands based on the 20 Day Simple Moving Average.
These filter selections allow you to select the percentage that the band is from thecurrent price. If you select 1% from the Upper or Lower drop down, then you are
indicating that you would like to see stocks that have a current price within 1% of the
band you selected.
Crossover
This filter selection allows you to select the percentage that the two bands are fromeach other. If you select 1% from the Crossover drop down, then you are indicating
that you would like to see the stocks that have an Upper Band that is 1% from the
Lower Band.
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Page 20
HIGHS & LOWS TAB
52 Week Low You can specify the percentage that the current price is above the 52 week low.
A negative value would indicate that the current price is below the 52 week low.
52 Week High You can specify the percentage that the current price is below the 52 week high.
A negative value would indicate that the current price is above the 52 week high.
50 Day Low You can specify the percentage that the current price is above the 50 day low.
A negative value would indicate that the current price is below the 50 day low.
50 Day High You can specify the percentage that the current price is below the 50 day high.
A negative value would indicate that the current price is above the 50 day high.
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FUNDAMENTALS TAB
Qtr/Qtr Growth You can specify the minimum percentage increase quarter over quarter sales growth.
PE Ratio You can specify the minimum and/or maximum Price/Earnings Ratio values.
Forward PE Ratio You can specify the minimum and/or maximum Forward Price/Earnings Ratio values.
PEG Ratio You can specify the minimum and/or maximum Price/Earnings to Growth Ratio values.
ROE You can specify the minimum and/or maximum Return on Equity values.
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SECTOR & INDUSTRY TAB
Sector You can narrow the stocks that are displayed by one or more sectors.
NOTE: The industry list will only contain the industries that are associated the sector(s) that are
selected.
Industry You can narrow the stocks that are displayed by one or more industries.
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COUNTRY TAB
Country You can select one or more countries in this box by holding down the Control key on the
keyboard. To deselect a country simply hold the Control key down and click that country a
second time.
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Page 24
GAINS & LOSSES TAB
Show Only
Gains & Losses
If this box is checked, only the tickers that have a gain or a loss are displayed.
Date Range The Predefined list contains a Month-To-Date, Year-To-Date and the two most current years.
You can use the start and end date boxes to specify the date range of the gains and losses you
want to display. This date applies to the Closing Date of when you sold the stock and realized
the gain or loss.
You can click the down arrow button to the right of each date to bring up a selection box. If you
click the section at the top that contains the month and year, it will bring up a monthly view
that allows you to quickly navigate to a different month.
If you select All Tickers in the Display box on the left, then all gains and losses data will be
displayed in the lower Gains & Losses tab.
Brokerage Select one or more brokerages to filter on.
Account Name Select one or more account names to filter on.
NOTE: This field is optional in the gains and losses import definition. This box may be blank if
you did not define account names when you setup the gains and losses import definitions.
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DIVIDENDS TAB
Show Only
Dividends
If this box is checked, only the tickers that have a dividend associated with them are displayed.
Date Range The Predefined list contains a Month-To-Date, Year-To-Date and the two most current years.
You can use the start and end date boxes to specify the date range of the dividends you want to
display.
You can click the down arrow button to the right of each date to bring up a selection box. If you
click the section at the top that contains the month and year, it will bring up a monthly view
that allows you to quickly navigate to a different month.
If you select All Tickers in the Display box on the left, then all dividends data will be displayed in
the lower Dividends tab.
Account Name Select one or more account names to filter on.
NOTE: This field is optional. This box may be blank if you did not define account names when
you entered dividends.
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Page 26
CUSTOM TAB
This tab allows you to specify your own criteria that may not exist on the other tabs. This is by far one of the most
powerful aspects of Eye in the Sky Trade Planning.
This button will open the Filter Assistant. This screen allows you to intuitively build the filter
criteria from hierarchical lists.
Field Name The name of the field you want to specify criteria for.
Operator The operator is used to compare the value of the field indicated against either the value
specified of the second field specified.
Field Name
(Optional)
You can compare two different fields against each other if you specify select a field from this
list.
For example, you can compare performance between two time periods (i.e. Month and Week).
Select the blank item in the list to clear the field name.
Value The value that you want to compare the stocks field value against.
For example, You can select Price as the Field Name, is greater than as the Operator and specify
1 as the value. This would translate as show the stocks that have a price greater than $1.
Please refer to the table under the Field Descriptions Section of this document for values.
NOTE: You cannot specify both a Value and a Field Name (Optional) on the same row.
Removing a row:
Press the Escape key on the keyboard. Click the button to the left of the row. Press the Delete key on the keyboard or right click and select Delete Selected Row(s) from the menu
that appears.
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COMPLETE LIST OF FILTER CRITERIA
The following section contains a complete list of the criteria available in Eye in the Sky Trade Planning:
TECHNICAL
Patterns Candlesticks Technical Indicators:
Aroon:o Upo Down
Average Directional Index (ADX):o +DIo -DI
Average True Range (ATR) Bollinger Bands:
o Based on 20 Day SMAo Based on 20 Day EMA
Commodity Channel Index (CCI) Detrended Price Oscillator (DPO) Force Index Keltner Channel:
o Upper Channelo Lower Channel
Moving Averages:o Simple (SMAs)o Exponential (EMAs)
Moving Average Convergence-Divergence (MACD):o Signalo Histogram
On Balance Volume (OBV):o Directiono Duration
Pivot Points:o Standard:
Pivot Point
S1 S2 R1 R2
o Fibonacci Pivot Point S1 S2
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S3 R1 R2 R3
Rate Of Change (ROC)
Relative Strength Index (RSI) Stochastics:
o Fasto Slowo Full
Volatility:o Betao Weeko Month
Williams %R:o 14 Days (Default)o 3 User Defined
Optionable Shorting:
o Shortableo Float Shorto Short Ratio
Price:o Opening Price:
% From Latest High % From Latest Low % Change From Previous Closing Price Trend:
Direction Duration
o Closing Price: % From Opening Price % From Previous Closing Price % From Latest High % From 50 Day High % From 50 Day Low % From 52 Week High % From 52 Week Low % From Latest Low Trend:
Direction Duration
o High Price: Trend:
Direction
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Durationo Low Price:
Trend: Direction Duration
Historical Price Count Volume:
o Current Volumeo Daily Average Volumeo Relative Volumeo Trend:
Direction Duration
Performance:o Weeko Montho Quartero 6 Monthso YTDo Past 12 Months
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FUNDAMENTAL
YTD Totals:o Number of Quarterso Saleso
Net Income
Annual Reports (4 Most Recent)o Saleso Net Incomeo Casho Total Debt
Quarterly Reports (5 Most Recent)o Saleso Net Incomeo Casho Total Debt
Dateso Next Earnings Report
Dividendso Ex-Dividend Dateo Dividend Dateo Dividend Rateo Dividend Payout Ratio
Index Membership:o Dow Joneso S&P 500
Returns:o Return on Assetso Return on Equityo Return on Investments
Marginso Gross Margino Operating Margino Profit Margin
Ratios:o Price To Earnings (P/E) Ratioo Forward Price To Earnings (Forward P/E) Ratioo Price/Earnings To Growth (PEG) Ratioo Price To Sales (P/S) Ratioo Price To Book (P/B> Ratioo Price To Cash (P/C) Ratioo Price To Free Cash Flow Ratioo Current Ratioo Quick Ratioo Long Term Debt To Equity
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o Total Debt To Equityo Dividend Yieldo Payout Ratio
Ownership:o Insidero
Insider Transactions
o Institutionalo Institutional Transactions
EPS Growth:o YTDo Trailing 12 Monthso Quarter Over Quartero Next Yearo Past 5 Yearso Next 5 Years
Sales Growth:o Quarter Over Quartero Past 5 Years
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DEMOGRAPHIC
Ticker Company Name Exchange Sector Industry Country Market Cap Shares Outstanding Shares Float
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STOCK BUYBACK PROGRAM ANNOUNCEMENTS
Announcement Date Minimum Number of Shares Minimum Value
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INSIDER TRADING
Transaction Type Relationship to Company Number of Days Ago Minimum Transaction Value
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ANALYST OPINIONS
Analyst Recommendation Price Targets
o Meano Mediano Higho Low
Upgrades & Downgradeso Number of Days Agoo Analysto Type (i.e. Buy to Hold, Hold to Sell, etc.)
Average EPS Estimates High EPS Estimates Low EPS Estimates
Current Quarter:o Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Next Quartero Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Current Year:o Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Next Yearo Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Current Quarter:o Currento
7 Days Agoo 30 Days Ago
o 60 Days Agoo 90 Days Ago
Next Quartero Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Current Year:o Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Next Yearo Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Current Quarter:o Currento
7 Days Agoo 30 Days Ago
o 60 Days Agoo 90 Days Ago
Next Quartero Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Current Year:o Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
Next Yearo Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago
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RATINGS
My Rating Calculated based on your personal trading rules defined in the dashboard. MSN StockScouter Rating TheStreet Rating
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TRADE PLANNING
Trade Plans (Plan up to five different positions for each stock. Filter based on Risk-to-Reward Ratio tofocus on the most profitable trades with the least amount of risk associated with them.
o Entry Priceo
Shares
o Market Valueo Stop Loss
Potential Loss Potential Loss %
o 1st Price Target Potential Gain Potential Gain % Risk-to-Reward Ratio
o 2nd Price Target Potential Gain Potential Gain % Risk-to-Reward Ratio
Observations:o Short Termo Medium Termo Long Termo General
Notes (Trade Journal)
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VIEW ASSIGNMENTS
Date Assigned The date the stock was assigned to the view. % Change Since Assignment The percentage difference between the closing price when the stock was
assigned to the view and the current closing price.
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GAINS & LOSSES
Date Range Filter results to show only the stocks that have realized gains & losses associated with them.
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FIELD VALUE INDEX
This section describes the value in the fields available in the Custom Filter Field Name lists. Here are some values
that may not be straight forward in the following table.
Market Cap 1 = Million
1,000 = Billion
50 Day High This shows the percentage of the distance that the 50 Day High is compared to the current
Price.
50 Day Low This shows the percentage of the distance that the 50 Day Low is compared to the current
Price.
52 Week High This shows the percentage of the distance that the 52 Week High is compared to the currentPrice.
52 Week Low This shows the percentage of the distance that the 52 Week Low is compared to the current
Price.
Annual
Financials
The Year 1 through Year 4 fields represents the financial data imported from Google Finance.
Year 1 is the most recently reported Annual financial report.
Quarterly
Financials
The Quarter 1 through Quarter 5 fields represents the financial data imported from Google
Finance. Quarter 1 is the most recently reported Quarterly financial report.
Projected Sales
& Net Income
The Projected Sales & Net Income fields are the Fiscal YTD Totals of the Quarters reported since
the last Annual Report.
S&P 500 A True value in this field will show the stocks that belong to Standard & Poors 500.
DJIA A True value in this field will show the stocks that belong to the Dow Jones Industrial Average.
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DASHBOARD TAB
The Dashboard tab allows you to create a mile-high view of the pros and cons about the stocks you are
considering. You can fully customize the criteria on this screen to fit your needs.
You can tell a lot just by looking at the color of the cells. Here is a description of how the colors are determined for
the cells:
Green If only PRO rules are satisfied. Yellow If only WARNING rules are satisfied. Red If any ERROR rules are satisfied. Gray No rules were satisfied.
If you hold your mouse over the blue information boxes, you will see the specific warning(s) associated with that
cell.
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THE MY RATING
The My Rating field calculates the overall rating for each stock based on the number of PRO, WARNING and ERROR
conditions that are met.
The best possible rating is 10. The worst possible rating is 0.
Each stock starts with a base rating of 5. The rating is then adjusted based on the following rules.
Rule Type Rating Impact
PRO The combined impact of all PRO rules is 5 positive points. Each PRO rule is
weighted based on the total number of PRO rules.
If all PRO rules conditions are met, then 5 will be added to the base rating.
WARNING The combined impact of all WARNING rules is 1 negative point (20% of possible 5
negative points).
If all WARNING conditions are met, then 1 will be subtracted from the rating.
ERROR The combined impact of all ERROR rules is negative 4 points (80% of possible 5
negative points).
If all ERROR conditions are met, then 4 will be subtracted from the rating.
If you hover over the red exclamation point next to the My Rating field, you will see the number of each type of
rule that is satisfied along with the total number of rules defined for that type of condition.
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CUSTOMIZING THE DASHBOARD
You can change the text and the underlying rules that dictate the colors and messages. You can also copy or move
cells by holding the mouse down on one cell and dragging it to another. Then simply select Copy or Move from the
menu that appears when you let go of the mouse. Finally, you can quickly clear the text and rules for a cell by
selecting the Clear option.
DASHBOARD TEXT
You can change the labels of the grouping boxes by right clicking on them and selecting Change Text
Simply enter or change the text you would like to appear, and then press the Save button. If you didnt want to
change the text, click the Cancel button.
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DASHBOARD RULES
To change the text on the individual cells you either can double-click it with your mouse, or right click it and select
Change Rules from the menu that appears.
You can change the text of the cell on this screen by entering or changing the value in the Text box at the top.
Type The Types control what color the cell is when it meets the criteria you enter, and what message
will be displayed:
PRO - Green WARNING - Yellow ERROR Red
NOTE: If the cell meets the criteria of more than one rule, it will appear as the color of the most
severe Type. For example, if your stock meets and PRO criteria and an ERROR criteria than the
cell will appear red in color.
? This button will open the Filter Assistant. This screen allows you to intuitively build the criteria
from hierarchical lists.
Field Name The name of the field you want to specify criteria for.
Operator The operator is used to compare the value of the field indicated against either the value
specified of the second field specified.
Field Name
(Optional)
The name of the second field to compare the field value against.
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Select the blank item in the list to clear the field name.
Value The value that you want to compare the stocks field value against.
NOTE: You cannot specify both a Value and a Field Name (Optional) on the same row.
You can remove a row by simply pressing the Delete key on your keyboard or right clicking and selecting Delete
Selected Row(s) from the menu that appears.
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FUNDAMENTALS TAB
This tab is divided into 3 sections:
Forecasts
Annual Financials Quarterly Financials
FISCAL YTD FINANCIALS
This section is calculated by totaling the quarterly values since the last annual report was released.
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ANNUAL FINANCIALS
This section contains the Annual Sales, Net Income, Cash and Total Debt from Google Finance. In addition, a
percentage was calculated to show the difference between each value compared to the previous year.
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QUARTERLY FINANCIALS
This section contains the Quarterly Sales, Net Income, Cash and Total Debt from Google Finance. In addition, a
percentage was calculated to show the difference between each value compared to the previous quarter.
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EPS TRENDS TAB
This tab contains the average EPS Estimates by analysts. The values are color coded from right to left. A green
field indicates that the estimate was raised from a previous period. A red field indicates that estimate was lowered
from a previous period.
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PIVOT POINTS TRENDS TAB
This tab contains the Standard and Fibonacci Pivot Points. Each level is displayed, along with the percentage
distance from the most recent closing price.
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OBSERVATIONS & TIMING TAB
This tab is divided into two sections. The left side of the screen is where you can record general observations
about a stock. The right side of the screen is where you can plan your entry and exit for a stock.
OBSERVATIONS SECTION
Short Short term observations about the trend and/or pattern.
Medium Medium term observations about the trend and/or pattern.
Long Long term observations about the trend and/or pattern.
Observations More specific observations about price, trend, pattern etc. can be recorded in the observations
box. This is completely free-form so you can record any observations that are pertinent. The
following annotations can make reading my observations quicker:
+ Pros (i.e. EMAs, Volume, Insider Buying, placement of current price to a nearby support
level in an upward trending channel, etc.) Allows you to wrap up what you find duringmy research in one location. Alternatively, dashboard cells can be set to show a color for
different rules. See theDashboardsection to learn more.
- Cons (i.e. Insider Selling, etc.)
= Neutral Various observations that may not have particular impact either way. For
example, the relationship of current price to a support or resistance level.
You can insert the current date and time at your current location if you press the Control and D
keys on your keyboard at the same time.
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TIMING SECTION
The timing section allows you to enter up to 5 positions to plan your scaling in and out of a trade. In addition,
there is a Summary tab that shows the net effect of your positions based on the most recent closing price.
The Risk-To-Reward Ratio is color coded as follows to reflect how profitable the trade might be as compared to the
risk that is involved:
< 1 = Red 1 = Yellow > 1 = Green
You can increment the values in these fields by clicking the up and down buttons next to them. To change the
increment value, go to the Defaults tab of the Settings screen.
Entry Price Enter the price that you are planning to purchase the stock for.
Shares Enter the number of shares you are planning to purchase.
NOTE: You can specify a default value for this field on the Default tab of the Settings Screenbased on the desired Market Value or the literal number of shares you want entered.
This button allows you to take the values entered on the position and create a gains or loss
record from it.
Market Value This value is calculated based on the Entry Price and Shares values that you enter.
Average Cost This value reflects the weighted average of all Entry Prices in all 5 positions. The value is
weighted by the number of shares on each position.
Stop Loss Enter the price in which you would like to exit your position if the price moves against you.
When you leave this box the Potential Loss and % of Market Value is automatically calculated.
Obj 1 Enter the price at which you are planning to take profits.
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(Price Target 1)
When you leave this box the Potential Profit, % of Market Value, and Risk to Reward Ratio are
automatically calculated.
Obj 2
(Price Target 2)
Enter the price at which you are planning to take additional profits if the stock continues in a
positive direction.
When you leave this box the Potential Profit, % of Market Value, and Risk to Reward Ratio are
all calculated.
NOTE: Your commission fees and additional fees are applied to the Potential Profit and Loss values that are
calculated.
SUMMARY TAB
Closing Price The most recent reported closing price of the stock. You can change this value for a what if
analysis.
Shares The total number of shares entered in all 5 positions.
Market Value The market value based on the most recent closing price and the total number of shares in all 5
positions.
Average Cost This value reflects the weighted average of all Entry Prices in all 5 positions. The value is
weighted by the number of shares on each position.
Net Gain or
Loss
This value reflects the net gain or loss based on the entry prices and shares specified in all 5
positions compared against the most recent closing price.
% This value reflects the percentage net gain or loss as a percentage of the market value.
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CREATE GAIN OR LOSS SCREEN
Entry Price The price you paid for the stock.
Closing Price The price you sold the stock for.
Shares The number of shares you purchased.
Gain or Loss The calculated gain or loss based on the number of shares, entry price, closing price, and your
commissions and brokerage fees.
Opening Date The date you purchased the stock.
Closing Date The date you sold the stock.
Commissions
& Fees
You can use this field to override the calculated values if they were different. Simply enter a new
value, or enter 0 or clear the field to indicate that it should calculate the value again.
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NOTES TAB
The Notes tab can be used to keep notes about a particular stock of interest. It is free form in nature and support
returns. So you can write separate paragraphs if necessary.
You can insert the current date and time at your current location if you press the Control and D keys on your
keyboard at the same time.
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DATA COLLECTION TAB
Import Tickers
from Finviz
This process gets the basic stock information from Finviz.
Import DJIA
and S&P 500
Membership
From Finviz
This process assigns the tickers to the Standard & Poors 500 and Dow Jones Industrial Average.
You can use these values in the Custom Filter tab by selecting either of these 2 fields and
putting a value of True in the Value column.
Import
Optionable and
Shortable From
Finviz
This process imports the Optionable and Shortable flags.
You can use these values in the Custom Filter tab by selecting either of these 2 fields and
putting a value of True in the Value column.
Import Patterns
from Finviz
This process gets all the Patterns from Finviz.
Import
Candlesticks
from Finviz
This process gets all the Candlesticks from Finviz.
Import Insider
Trading from
Yahoo Finance
This process gets the Insider Transactions from Yahoo Finance.
Import Ratings
from
Briefing.com
This process gets all the Ratings from Briefing.com.
Import
Fundamentals
from Google
This process gets the Quarterly and Annual Sales, Net Income, Total Debt and Cash from Google
Finance for the Fundamentals tab.
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Finance
Calculate
Forecasts
This process calculates the Forecasts based on the Quarterly Fundamental data.
Import
Historical Prices
From Google
Finance
This process imports the Historical Prices from Google Finance. This data is used to calculate
the various indicators.
Calculate
Indicators
This process calculates all of the technical indicators.
Import Gains &
Losses
This process imports your gains and losses from your broker. This information can be displayed
in the Gains & Losses tab.
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IMPORTING TICKER VIEW ASSIGNMENTS
Select a view name or right click and select Create from the Import Ticker View Assignments List on the Import tab.
View Select the view to assign the tickers to.
File Select the file that contains the comma separated ticker list.
Import Click this button to import the Tickers.
When you click the Import button you will see the following information appear at the bottom of the
screen. You can click the Cancel button to stop the import.
Cancel Click this button to close the screen or stop the import.
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CREATING GAINS & LOSSES IMPORT DEFINITIONS
Brokerage Select the brokerage.
Incremental Check this box to prevent clearing the gains and losses data during each import.
File Select the file that contains the gains and losses.
Save Click this button to save the gains and losses import definition.
Cancel Click this button to discard the new definition.
Once the definition is created, it can be run by simply selecting the item from the list. Remember to always put
your gains and losses file in the same location with the same name as you indicated in the definition.
If there is an error encountered while reading the file you will be presented with the following screen:
This screen will allow you to look at the data that is being imported. In this example, the shares data item has a
numeric character in it. Therefore, it is invalid for importing. You can either press the Continue button to continueprocessing the file, or cancel to stop the import.
If you have questions regarding the format of the import fi le, please feel free to email them to
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EXPORT TAB
This section allows you to exchange information in Eye in the Sky Trade Planning with other applications.
Export Tickers This option allows you to export tickers to other applications such as trading platforms.
Export
Historical Prices
This option allows you to export a single file for each ticker in a list that contains all the
historical prices.
My Exports This option allows you to export any data in Eye in the Sky Trade Planning to use in other
applications. This option is much more flexible than the Export Tickers, as it provides you the
opportunity to select which fields (and what order they appear) to export. In addition, you can
specify what delimiter to use and if you want a header row written.
EXPORTING TICKERS
Select a view name from the Export Tickers List on the Export tab.
View Select the view to export the tickers from.
File Select the destination file that you want the tickers to be written to.
NOTE: This can be permanently stored in the Exporting tab of the Settings screen for the ST Prospects,
Favorites, and Portfolio lists. That way you dont have to specify the file name each time.
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Export Click this button to export the Tickers.
When you click the Export button you will see the following information appear at the bottom of the
screen. You can click the Cancel button to stop the import.
Cancel Click this button to close the screen or stop the export.
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EXPORTING HISTORICAL PRICES
Select a view name from the Export Historical Prices List on Export tab.
View Select the view to use for the selection of tickers.
Folder Select the Folder in which you would like the CSV files to be saved.
Export Click this button to export the Historical Prices.
When you click the Export button you will see the following information appear at the bottom of the
screen. You can click the Cancel button to stop the export.
Cancel Click this button to close the screen or stop the export.
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MY EXPORTS
My Exports allows you to export the data in your Views to a Tab or Comma separated (CSV) file. This is useful
when you want to import the data into another program such a spreadsheet or a trading platform.
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You can edit this definition any time by selecting the My Export definition from the list, then right click on it and
select Edit.
RUN MY EXPORTS
Select a My Export definition Name from the My Exports List on the Export tab. The My Export form will appear.
Once you click the Save button on this form the data will be exported to the specified file.
View Select the view that contains the data you want to export.
File Select the destination file that you would like to create.
Export Click this button to execute the My Export.
When you click the Export button you will see the following information appear at the bottom of the
screen. You can click the Cancel button to stop the export.
Cancel Click this button to close the screen or stop the export.
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DELETE A MY EXPORT DEFINITION
1. Select Export Definition from the My Exports list.2. Right click on the Export Definition.3. Select Delete from the menu that appears.
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HELP VIDEOS TAB
This tab allows you to watch instructional videos for Eye in the Sky Trade Planning. Select a Topic on the left to
display the associated video titles on the right. Click on the video title to watch the video in the web browser
below.
Topics The display of available topics.
Videos Click on the individual video to watch it in the browser window. Adobe Flash Player is required
to watch the videos.
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STOCK DATA GRID
You can resize the Stock Data Grid to show more data about the stocks. In addition, you can have the stock
information placed at the top of the screen in a Stocks tab by selecting the Appearance options in the Settings
screen.
It is recommended that you use the Column Designer to show only the columns that you will be referring to often.
The number of columns displayed impacts the speed at which the screen refreshes. The columns that you hide are
still available to sort and filter on. They are just not shown in the grid.
You press the following keys on your keyboard to change what lists the selected stock is in:
PKey = Portfolio SKey = ST Prospect FKey = Favorite BKey = Black List DeleteKey = Remove the selected stock from the current list it is in.
NOTE: You can move multiple records between lists by using the Shift or Control keys on your keyboard as you
select other records.
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SORTING
There are two ways to sort the Stock Data Grid.
1. Select a column name from the Order list in the middle of the main screen. Also, you can change thedirection by checking or un-checking the box to the right of the Order By list.
2. Click the column header. In addition, if you click the column header a second time, it will reverse the sorton that column.
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COLUMN DESIGNER
To access this screen simply click your right mouse button on the column header of any data grid. Then, select
Column Designer from the menu that appears.
The Column Designer allows you to:
Hide/Show
Columns
Check or un-check the boxes next to the columns you want to show or hide. You can check or
un-check multiple items by selecting them and then clicking the Check or Un-Check buttons.
Use the Shift or Control keys on the keyboard to select or de-select multiple rows.
NOTE: You can still sort and filter on the hidden columns.
Re-order
Columns
Select the row(s) that represent the column(s) you want to move. Then click the Top, Up, Down
or Bottom button.
NOTE: The Ticker column is frozen on both the Stock Data Grid and the Industry Peers Data
Grid. As a result, you cannot move this field from the 1st
position.
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ROW NUMBERS
The Show Row Numbers feature shows a sequential row number next to the tickers when this option is checked in
the context menu of the Stock Data Grid. To enable/disable this feature simply right click on the Column Header of
the Stock Data Grid and select the Show Row Numbers item from the menu that appears.
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SLIDE SHOW
The slide show feature automatically cycles through all the displayed tickers when it is enabled. Simply right click
on the Column Headers of the Stock Data Grid and select the Slide Show option. The option toggles on and off as
you select it.
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simply click one of the column headers to sort it ascending. If you click a column header a
second time, it will sort that column in the opposite order.
Reverse Button This button toggles the sort direction of the Ticker Data Grid based on which field is selected in
the Order List.
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MY FILTERS
Saving your filters is a great way to increase efficiency and consistency.
CREATE A MY FILTER
Specify all the criteria you would like to use. Right click on the My Filters list. Select Create from the menu that appears.
Name Select a name for the saved filter.
RENAME A MY FILTER
Select the saved filter from the My Filters list. Right click on the saved filter name. Select Rename from the menu that appears.
DELETE A MY FILTER
Select the saved filter from the My Filters list. Right click on the saved filter name. Select Delete from the menu that appears.
UPDATE A MY FILTER
Select the saved filter from the My Filters list. Make any changes you desire to the filter criteria. Right click on the saved filter name. Select Update Criteria from the menu that appears.
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DELETE A VIEW
1. Select the view from the list.2. Right click on the view name.3. Select Delete from the menu that appears.
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MY WEB PAGES
The My Web Pages are a great way to research the stocks that you are interested in. You can create your own My
Web Pages in addition to the ones that are preloaded in the software.
CREATE A MY WEB PAGE
1. Open your browser (Firefox, Internet Explorer, Chrome, Safari, etc.) and go to the stock specific website you are interested in. Be sure to use the ticker symbol that is currently selected in Eye in the Sky
Trade Planning. In addition, it is recommended to use a stock symbol that has more than one or twocharacters, as it makes it unique within the URL string you will be copying into this Create My Web
Page screen.
2. Copy the URL from the browser by pressing the Control and C keys on your keyboard.3. Right click on the My Web Pages list.4. Select Create from the menu that appears.
Name Select a name for your My Web Page view.
URL Paste the Web Address from your browser that contains the ticker symbol that is currently
selected in the Ticker Data Grid View.
EDIT A MY WEB PAGE
1. Select the My Web Page from the list.2. Right click on the name.3. Select Edit from the menu that appears.4. Change the My Web Page just as if you were creating it.
DELETE A MY WEB PAGE
1. Select the My Web page from the list.2. Right click on the name.3. Select Delete from the menu that appears.
SLIDE SHOW
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The slide show feature automatically cycles through all the My Web Pages when it is enabled. Simply right click on
the My Web Pages list and select the Slide Show option. The option toggles on and off as you select it.
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DATA VIEW
The tabs in the lower right section of the screen show data specific to the selected stock unless the Display radio
button is set to All Tickers.
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INSIDER TRADING TAB
Ticker This column displays the stock ticker symbol.
Date This column displays the Date the insider trade was executed.
Transaction This column displays the type of transaction. (SALE, BUY, OPTION EXERCISE).
Value This column displays the total value of the transaction.
Relationship This column displays the relationship between the person who executed the transaction and
the company.
Shares This column displays the number of shares that were involved in the transaction.
Owner This column displays the name of the person who executed the transaction.
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STOCK BUYBACKS TAB
Ticker This column displays the stock ticker symbol.
Date This column displays the Date the announcement was made.
Value This column displays the total value of the buyback program.
Shares This column displays the number of shares that will be involved in the transaction.
Notes This column displays the notes related to the stock buyback program.
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INDUSTRY PEERS TAB
This grid contains all the same columns as the Stock Data Grid. Some of the columns can be hidden so you can
show just the columns of interest for the companies you would like to compare. The company that you currently
have selected in the Stock Data Grid will have a green background color to easily distinguish it from the other
companies that you are comparing it to. All the other companies in the same industry are listed.
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HISTORICAL PRICES TAB
Date This column displays the Date of the price data.
Open This column displays the Opening price.
Close This column displays the Closing price.
OC This column displays the percentage difference between the Opening and Closing prices.
High This column displays the High price for the date.
OH This column displays the percentage difference between the Opening and High prices.
Low This column displays the Low price for the date.
Volume The number of shares traded for the date.
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GAINS & LOSSES TAB
This screen is split into two sections. The top section displays the total Gain, Loss and Net Amounts for the
columns below. In addition, the average percentage associated with each of these columns is displayed.
Aggregate This option allows you to summarize the totals for a given time period:
Date The gains and losses are totaled for each date. Week The gains and losses are totaled by week of year. Month The gains and losses are totaled by month. Year The gains and losses are totaled by year. Total The grand total for each Ticker.
NOTE: If this box is empty, then the data is at the transaction level, and is not aggregated.
Hide/ShowTickers Button
Click this button, if you would like to summarize the totals to the level selected in the AggregateList without respect to ticker. Click it again to show the tickers.
The bottom section of this screen contains transactional information related to the Gains & Losses that were either
entered or imported from your broker. The settings screen contains options to control which values are
automatically calculated while you are entering the gains and losses.
Ticker This column displays the stock ticker symbol.
Opening This column displays the Opening Date.
Closing Date This column displays the Closing Date.
NOTE: This column will become the type of date represented by the aggregate option selected
above. For example, if you select to aggregate to Month, it will display the Month and Year
instead of the date.
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Gain This column displays the Gain.
Gain % This column displays the percentage of the Gain.
Loss This column displays the Loss.
Loss % This column displays the percentage of the Loss.
Net Amount This column displays the Net Gain or Loss.
Net % This column displays the percentage of the Net Gain or Loss.
Shares This column displays the number of Shares.
Opening Price This column displays the Opening Price.
Closing Price This column displays the Closing Price.
Opening Net This column displays the Opening Net Amount.
Closing Net This column displays the Closing Net Amount.
To remove rows you can simply press the Delete key on your keyboard or right click and select Delete Selected
Row(s) from the menu that appears.
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DIVIDENDS TAB
This screen is split into two sections. The top section displays the total Dividends.
Aggregate This option allows you to summarize the totals for a given time period:
Date The gains and losses are totaled for each date. Week The gains and losses are totaled by week of year. Month The gains and losses are totaled by month. Year The gains and losses are totaled by year. Total The grand total for each Ticker.
NOTE: If this box is empty, then the data is at the transaction level, and is not aggregated.
Hide/Show
Tickers Button
Click this button, if you would like to summarize the totals to the level selected in the Aggregate
List without respect to ticker. Click it again to show the tickers.
The bottom section of this screen is where you enter and display your dividends.
Ticker This column displays the stock ticker symbol.
Date This column displays the Date.
Amount This column displays the Amount.
Account Name This column displays the Account Name.
To remove rows you can simply press the Delete key on your keyboard or right click and select Delete Selected
Row(s) from the menu that appears.
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NOTIFICATIONS TAB
You can configure the software to notify you when certain events occur. These settings can be found on the
Notifications tab of the Settings screen. You can sort on any column by clicking the column header. You can also
remove one or more notifications by selecting the row and pressing the Delete key on the keyboard. Alternatively,
you can select one or more rows and then right click and select Delete Selected Row(s) from the menu that
appears.
Date The date the notification was generated.
Type The type of notification.
Message The notification message.
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VIEW ASSIGNMENT HISTORY
The View Assignment History Tab shows which Views the selected stock has been assigned to. Each time you
assign the stock to a new view it adds an entry to this list.
Date The date the stock was assigned to the view.
View Name The name of the view.
Change Since
Assigned To
View
The percentage difference of the current closing price vs. the closing price at the time the stock
was assigned to the view.
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FILTER ASSISTANT FORM
This screen allows you to easily specify custom criteria.
The process is as follows:
1. Select a criteria item from the Tree on the left.2. Optionally, specify the parameters below the Tree. This applies to Historical Price records from the past.3. Select an Operator from the List in the center.4. Optionally, specify a % Difference in the center.5. Select an item from the Tree on the right or type a value below that Tree.
If the field you select on the left is a list or true/false field you will be presented with a list of valid values on the
right.
The % Difference field is used to indicate a value being within a threshold of the other value. For example, you
would enter 5 as the % Difference and select