Table of contents

1. Introduction

2. Data Manager Button
2a. Open Chart Button
2b. Download Data Button
2c. Import CSV Button
2d. Update Button
2e. Refresh Button
2f. Quote Browser Button
2g. Delete Button
2h. Exit Button
3. Screenshot Button

4. Options Button

5. Information Button

6. Exit Button

7. Charts
7a. Expand/Restore Button (Alt + E)
7b. Preferences Button (Alt + S)
7c. Data Button (Alt + Y)
7d. Zoom In (+) and Zoom Out (-) Buttons
7e. Indicators Button (Alt + F)
7f. Draw Button (Alt + D)
7g. Manage Objects Button (Alt + O)
7h. Time-frame Buttons

8. Shortcuts

1. Introduction

APPNAME VERSION_MAJOR.VERSION_MINOR.VERSION_PATCH is a multi platform software solution for market technical analysis and charting. For more information about platform support please visit APPWEBPAGE.

Key features of APPNAME:

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Data Manager Button  2. Data Manager Button

The Data Manager Button opens the Data Manager. Data Manager appears like the screen below:

The list shows the symbols of which the database contains OHLC quotes. The database is stored in file DBNAME under the directory APPDIR in user's home folder. The user may back up this file periodically and restore it as need it, or reuse it for future installations. Along with the quotes, DBNAME contains the Product Activation Key, as well as user's preferences.

Each symbol entry in the list contains eight columns: "Symbol", "Name", "Market", "Feed", "Starts", "Ends", "Curr." and "Adj.".

"Symbol" is the symbol of the instrument in the data feed. If the quotes were loaded from a CSV file, the symbol may have been retrieved from the file. If the format of the CSV file does not contain symbol information, the symbol is what the user typed in field "Symbol" during the CSV import process.

"Name" is the full name of the corresponding symbol, as it is reported by the data feed, or retrieved from a CSV file, or typed by the user in field "Name" during the CSV import process.

"Market" is the market the symbol is traded, as it is reported by the data feed, or retrieved from a CSV file, or typed by the user in field "Name" during the CSV import process.

"Feed" is the name of the data feed, or "CSV" if the quotes of the symbol were retrieved from a CSV file.

"Starts" and "Ends" are the dates of the first and the last quote.

"Curr." is the currency the instrument is traded. This information is defined by the user during the download or the CSV import process . Default is USD.

"Adj." column indicates if the quotes are adjusted for splits and/or dividends by APPNAME or not. For downloaded quotes, the accuracy of adjustment is totally depended on the data feed.  APPNAME will report as adjusted only the symbol entries for which it performed adjustment.

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Open Chart Button  2a. Open Chart Button

Open Chart Button opens a chart in a new tab for the selected symbol. The user may select multiple symbols and open chart for all of them with just one click on Open Chart Button. Alternatively, a chart opens with a double click on the symbol. Many chart instances of the same symbol can be opened.

[Watch Video]

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Open Chart Button 2b. Download Data Button

Download Data Button open the Download Manager. Download Manager appears like the screen below:

Download Manager

"Data feed" combo-box lists the available data feeds and shows the current active data feed.

"Symbol" is the symbol the user wishes to download quotes.

"Check" button helps the user to check if the requested symbol is an existing one. Its use is optional. Download Manager always checks for symbol existence before download. If the symbol does not exist in the data feed, Download Manager reports "Symbol not found" or "Network timeout".

"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before download, otherwise the default (USD) is used and this will appear in Data Manager.

"OK" button orders the Download Manager to check the data feed for symbol existence and download the quotes if the symbol exists.

"Cancel" button closes the Download Manager.

[Watch Video]

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Import CSV Button 2c. Import CSV Button

Import CSV Button opens the CSV Importer. CSV Importer appears like the screen below:

CSV Importer

"CSV File" is the full path of the CSV file the user wishes to import. A File Choose is available by pressing the File Chooser Button on the right.

"Format" combo-box lists the supported CSV formats and shows the current.

"Symbol" is the symbol the user wishes to import quotes from the CSV file. It must be completed by the user.

"Name" is the full name of the symbol. It must be completed by the user.

"Market" is the market the symbol is traded and must be completed by the user.

"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before import, otherwise the default (USD) is used and this will appear in Data Manager.

Standard CSV has the following format:

Symbol,Date,Open,High,Low,Close,Volume

and must appear as below:

GE,02-Jan-2012,17.91,17.91,17.91,17.91,0
GE,03-Jan-2012,18.27,18.5,18.23,18.36,58713100
GE,04-Jan-2012,18.31,18.6,18.28,18.56,42756800
GE,05-Jan-2012,18.46,18.6,18.29,18.55,45819100

Symbol column is required but ignored.

Important Notice: APPNAME is symbol based and End-Of-Day data based software. Importing multi-symbol data or data of different time-frame, may result unpredictable behavior.

[Watch Video]

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Update Button 2d. Update Button

Update Button calls the Data Updater in order to update from the net the symbol or symbols selected by the user.

[Watch Video]

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Refresh Button 2e. Refresh Button

Refresh Button reorders the symbol list using "Symbol" column as secondary ascending key. Primary, ascending or descending, key remains the user selected column.

[Watch Video]

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2f. Quote Browser Button

Quote Browser Button calls the Quote Browser in order to display the price quotes of the selected symbol.

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Delete Button 2g. Delete Button


Delete button deletes the symbol or symbols selected by the user. Symbol entries for adjusted data will be deleted along with their corresponding entry of unadjusted data.

[Watch Video]

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Exit Button 2h. Exit Button

Exit button orders Data Manager to hide.

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Screen-shot Button 3. Screenshot Button

Screenshot Button provides to the user a mechanism to take a screen-shot of the chart in current tab and save it to disk as PNG file.

[Watch Video]

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Options Button 4. Options Button

Application wide options are available through the Options Manager. Options Manager contains two tabs: "General" and "Network" and appears like the screens below:



In "General" tab there are three options:

The first two available option are "Show splash screen on program launch" and "New version notification on program launch". These features may be activated or deactivated using the corresponding check boxes.

"Check now" button checks immediately if there is a new version available and notifies the user.

Finally, the option "Convert London prices to GBP" activates the pence-to-pound converter for symbols listed in LSE and other British exchanges.

Network Options

"Network" tab gives access to proxy and network timeout settings:

"Enable proxy" check box activates or deactivates the use of a proxy server.

"Host" is the IP or the server name of the proxy  server. The proxy server must be an HTTP proxy.

"Port" is the TCP port the proxy server listens for connections.

"User" and "Password" are the user name and the password the proxy will use in order to validate the incoming connections. Most proxies do not need this.

"Timeout" is the period of time, in seconds, APPNAME will try to establish connection to the network before abandon the effort. Default is 20 seconds.


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Information Button5. Information Button

Information Button calls the information dialog and provides information about the current version of APPNAME. Manual Button displays this manual and License Button displays the End User License Agreement between the user and the authors of APPNAME.



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Exit Button 6. Exit Button

Exit Button terminates the execution of APPNAME and returns the control back to desktop manager.


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7. Charts

Every chart contains the following areas:
 

The title on the top. The title displays the symbol and the symbol name, the time frame buttons (Day, Week, Month and Year), the price scale (Linear or Logarithmic) and the drawing style (Line, Bar, Candle or Heikin-Ashi).

The button tool bar on the left side.

The price axis on the right side.

Open, high, low, close and date information at the bottom.

In the middle, there is a dynamic area occupied by the main chart and indicator sub charts, if there are any.

Embedded buttons, contained in charts, provide to the user the ability to access the whole range of program's features. 


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Expand/Restore Button 7a. Expand/Restore Button (Alt + E)


Expand/Restore Button expands the chart in order to cover the application's window almost fully, excluding only the tab bar. The same button restores the chart to its original size.

[Watch Video]


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Preferences Button 7b. Preferences Button (Alt + S)

Preferences Button shows the preferences screen, where the user can set various chart's attributes.

[Watch Video]


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7c. Data Button (Alt + Y)

Data button shown the following symbol related information:

Book value
Market capitalization
EBITDA,
Price / Earnings ratio,
PEG ratio,
Dividend yield,
Earnings per share estimate for current year,
Earnings per share estimate for next year,
Earnings per share,
Price / Sales ratio,
Price / Book value ratio


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Zoom in  Zoom out 7d. Zoom In (+) and Zoom Out (-) Buttons

Zoom In and Zoom Out Buttons increase and decrease the drawing scale of the main chart.

[Watch Video]


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7e. Indicators Button (Alt + F)

Indicators Button shows the indicators' screen below.


By clicking a button, the user can set attributes, like colors or period using the properties dialog, and finally add the corresponding indicator on the chart.

[Watch Video]

For SMA, EMA, PSAR and Bollinger bands, attributes can be changed with a double click on object's title. Double click on title brings object's properties dialog to the front, where the user can change the colors, period or remove it completely from the chart. For the rest of the indicators, there is an "EDIT" button available on the top right of their sub chart.

An additional way for object management is described in 7g Manage Objects Button.

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7f. Draw Button (Alt + D)

Draw Button provides a list of drawing objects like label, trailing text (text attached on specific date/time), horizontal line, vertical line, trend line and Fibonacci retracement  complex. See screen below.



By clicking a button, the user can set attributes, like color or font using the properties dialog, and add the corresponding object on the chart. Mouse drag on object is available, so the user can change its position on the chart. Double click brings object's properties dialog to the front, where the user can change its attributes or remove it completely from the chart. For horizontal lines, vertical lines and trend lines, mouse is sensed  only when the mouse cursor points on object's title. Fibonacci retracement  complex can sense mouse only on the top left and the bottom left titles.


An additional way for object management is described in 7g Manage Objects Button.

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7g. Manage Objects Button (Alt + O)

Manage Objects Button provides to the user a mechanism (see screen below) to remove objects from chart, edit objects' attributes or manage indicator templates.

The user can select the desired object and press the "EDIT" button. A dialog will appear, where the user can change the object's colors, period or remove it completely from the chart.

[Watch Video]

"CLEAR" button removes all the objects from the chart.

"LOAD" and "SAVE" buttons open the Template Manager in load or save mode, respectively. A template is a set of indicators. The Template Manager, in save mode, saves all the indicators attached on the current chart under a template. This template can be attached later, by the Template Manager in load mode, on the same or any other chart.

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7h. Time-frame Buttons

Time-frame Buttons can be found on the top of the chart. These buttons change the time frame and the vertical grid lines as follows:

"D" for daily chart. Vertical grid line every month.
"W" for weekly chart. Vertical grid line every year.
"M" for monthly chart. Vertical grid line every five years.
"Y" for yearly chart. Vertical grid line every decade.

[Watch Video]
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8. Shortcuts (Alt + H)

The following keyboard shortcuts are available:

ALT+A: Heikin Ashi chart
ALT+B: Bar chart
ALT+C: Candle chart
ALT+D: Draw objects
ALT+E: Expand
ALT+F: Technical indicators
ALT+G: Grid on/off
ALT+H: Shortcuts' reference
ALT+L: Line chart
ALT+O: Manage objects
ALT+P: Online price on/off
ALT+S: Chart preferences
ALT+V: Volumes on/off
ALT+X: Switch price scale
ALT+Y: Data
ALT+Z: Back to chart
+ : Zoom in
- : Zoom out
Home: Move to chart's begin
End: Move to chart's end
Left: Move backward by one frame
Right: Move forward by one frame
Mouse Wheel: Move chart by one frame
Mouse Drag: Move chart backward or forward
Page Up: Move chart backward by one page
Page Down: Move chart forward by one page
Tab: Next tab
Backtab: Previous tab

By pressing Alt+H a shortcuts' reference screen will appear.

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