STREETSMART PRO® GETTING STARTED
Contents
1. Getting Started Format amp Options Margins amp Header Footer Orientation C Portrait Landscape Scale 1100 Shrink To Fit Page Width Print Grayscale Print Background colors amp images 1 Select a Portrait or Landscape orientation For wider windows like charts Watch Lists etc landscape may be the better choice to fit all the content on one page width TIP If the window contents still do not fit on the page you may choose to Scale the printing to a lower percentage or click Shrink To Fit Page Width for the printer to automatically scale the page to fit TIP You can also go to Settings gt Fonts for the window you are printing and enlarge or reduce the font size to change how the window prints 2 Next set up the qualities of your print job only applicable choices will be available e Gridlines For windows where information is presented in a table format check this box to keep the lines visible in the printout e Greyscale Check to print in shades of grey black white Note that for some printers you will have to change this setting in your printer properties for it to take effect In the File Print window select Properties and find the setting for Greyscale and select it The location of this setting will vary depending on the printer you use e Print Background colors amp images If checked the printout will look exactly like what you have on the screen So if y2. 2 The system will ask you to confirm the action NOTE You will automatically be logged off if you close the Account Detail window Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 9 StreetSmart Pro User Manual Main Menu Bar Use the Menu Bar at the top of your window for quick access to Schwab com links Live Help layouts and other software settings and more Schwab StreetSmart Pro File Toolbars Settings Tools Schwab com Help Account 00000000 LIYE Acct Net Worth PEZA fiui ust dm Lua ZZ dE zs Dub 4m 4M da od PESO fhe MAIN MENU OPTIONS FILE Logon Click Logon to connect to your account and begin receiving data Logoff Click Logoff to exit your account and disconnect from the servers Load Layout Click to choose a saved layout Save Layout Click to save changes to the current layout under the same layout name Save Layout Click to save the layout as a new name As Recently Used The last five layouts used are listed for convenient loading Layouts Click on the name of the layout you want to see Ext Click Exit to logoff and close the software TOOLBARS 4 TIP Click on any of the toolbars except the Status Bar and drag it to move it to another location in your layout Be sure to Save your layout under the File menu if you make layout changes you wish to keep Main Click to hide or display the main toolbar where you can access Toolb
3. My Documents wr a My Computer a a My Network File name StreetSmartProD omL2_elcap exe Places Save as type Application hd Cancel Zi 30 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started 3 The status of your download is displayed and when it is finished click Open to run the installation program Download complete iol x y Download Complete Saved amp etSmartProDomL2 elcap exe from help sspro schwab com HEBmmgmmmnmgumugHHumgHHmgEHRHEEHNEDHHEBHHEBHHEHH Downloaded 7 57 MB in 1 sec Download to C1 AStreetSmartProDomL2 elcap exe Transfer rate 7 57 MB Sec Open Open Folder INSTALLING THE SOFTWARE Before you install StreetSmart Pro be sure you close all other applications The installation process will start as soon as you accept the End User License Agreement and the StreetSmart Pro Agreement Click here for more information about your agreements with Schwab e The set up program will automatically install StreetSmart Pro into a new file folder the default location is C Program Files Schwab SSPro unless you indicate otherwise NOTE We highly recommend that you install the program on the default location so that it will replace any previous versions of StreetSmart Pro that may already exist on your hard drive If you do not over write previous versions you may experience problems e When installation is complete you
4. Inc 2006 All rights reserved 0106 5667 27 StreetSmart Pro User Manual BUILT IN LAYOUTS StreetSmart Pro software comes with several built in layouts To maximize all available screen space and fit the size and resolution of your computer screen it may be necessary to select an alternative StreetSmart Pro built in layout The default layout the layout you see when you first log on is designed for a screen resolution of 1024x768 If your screen resolution is set lower than 1024x768 the windows in the layout may be too big to fit your screen To correct the problem go to File and select Default 800x600 from the list of layouts located at the bottom of the drop down menu There are other layouts which use different features of the StreetSmart Pro application All layouts are provided to give you ideas for customizing your own layout You can start from scratch or use one of the layouts provided as a starting point for your own custom design To access all of the available pre loaded layouts go to File Load Layout in the main menu You may also use the Layout Assistant tool in the Help menu It will show you the features of each layout and allow you to choose the best starting layout for your style of trading 28 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started Configuration amp Troubleshooting CONFIGURING THE SYSTEM To Change General Software Settings Go to th
5. inside NYSE Ask NYSE Bid NYSE Bid Price Current NYSE Bid price NYSE Bid Size NYSE Bid Size Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Displays the highest number of shares available from a specific MM ECN within the inside NYSE Bid StreetSmart Pro User Manual Open Far Far Clearing The Open Crossing price at which orders in Price the opening book would clear against each other NASDAQ stocks only Open Open Imbalance The number of opening shares that would Imbalance Quantity remain unexecuted at the current reference price and the side of the imbalance buy sell or none if there is no imbalance NASDAQ stocks only Open Near Near Clearing The Open Crossing price at which orders in Price the opening book would clear against each other NASDAQ stocks only Open Paired Number of The number of opening shares that are able Paired Shares to be paired off at the current reference price NASDAQ stocks only Open Ref Current An Open price within the inside at which Reference Price paired shares are maximized the imbalance is minimized and the distance from the bid ask midpoint is minimized NASDAQ stocks only More on Watch Lists CHARTS NEW STUDY PARABOLIC SAR The Parabolic SAR stop and reverse is a trend following indicator that may help establish stop loss parameters as well as signaling opportune times to buy or sell a stock Because it s a trend followi
6. MODE In Demo Mode you can test your trading strategies without risking capital using real time data while simultaneously learning to use your software ONE CLICK RESEARCH Access in depth independent reports on schwab com for the latest fundamental research EDUCATION WEB LINK Quickly link to all of the online training and educational material available at the StreetSmart Pro Center with a direct toolbar link December 13 2006 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 3 StreetSmart Pro User Manual New Features The following enhancements are new to StreetSmart Pro software version 4 5 These enhancements are grouped by topic and under each new feature is a hyperlink to direct you to the specific section of Online Help where this item is discussed LAYOUT amp CUSTOMIZATION BACKUP LAYOUTS The software will now save a backup of your layout on your computer so that if your layout becomes corrupted or you save changes to it that you wish to reverse you don t have to start from scratch More on Backup Layouts CUSTOMIZABLE BALANCES BAR Select from 20 account statistics to display at the top of your trading window at all times To enable this feature click View gt Balances Bar in the main menu Acct Net Worth bygst Sra Cash EE Fare Avail to Withdraw EILO ZA You can select which statistics to display by clicking on Settings gt Balances Bar in the main menu or by r
7. You can change Proxy configurations if you use a Proxy server or are behind a firewall Contact your Network Administrator for the appropriate settings Level II Click to get information on subscribing to Level II Data in your Subscription StreetSmart Pro software Change the font style and size as well as the Script style of your balances that are displayed at the top of the application Account You can assign a nickname to the account youre viewing by Nickname entering the nickname and clicking OK TOOLS Start Tool This feature allows you to change the windows that are open in the software Windows listed on the right can only have one open instance put a check next to the windows you wish to have open Start Tool Trading Window Nasdaq Top Ten Chat ONYSE Top Ten Walch List s Posilion Prrt Ticker z JStiategy Ticker News fo Stiaegy Matrie High Low Ioue Stiategy Tester Sectors nme Web Browser Inm ex Stock Screens jo 5 Part Ticker Jo H Options Top 10 Class 0 H Options Top 10 Series 0 4 Options Top 10 Singe 0 H Scan Ticket ous EE Symbol Lookup Use this tool to look up the name or symbol of a company For example if you do not know the symbol for a company you can type in the full or partial name of the company and get back a list of companies with similar names along with their symbols 14 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667
8. current layout name or Save Layout Under New Name 1 Go to the Main Menu Bar and click File 2 Click Save Layout As 3 Enter a name for the Layout at the bottom of the Save window for example Layout 4 4 Click Save e TIP When You Save a Layout You cannot save over a built in layout as they are read only files However you can save your changes to a built in layout by following the Save Layout Under New Name directions above Backup Layouts Each day when you log on a backup of your layout is saved on your computer so that if your layout becomes corrupted or you save changes to it that you wish to reverse you don t have to start from scratch The application will store backup files for the last 3 days that you logged into the application The backup files are saved in a folder called Backup Layout in your Layout folder and have the same name as the original layout with the date of the backup appended to the name for example 102020060ptions lyt If the software detects an irregular or invalid exit from your previous session it will ask you if you want to open the last good saved layout Selecting Yes will prompt you to save the backup layout to your regular layout folder before proceeding You can also restore a layout from a backup by going to File Load Layout and navigating to the Backup folder Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 23 StreetSmart Pro User Manu
9. should be permanently enabled or disabled in the software by checking unchecking those options The checked boxes will then display at the bottom status bar as shown below INET ARCA BRUT BTRD ONTD SM Current Session Standard SETTINGS These fields for making server adjustments should only be changed after consulting with a Schwab Active Trader Broker or Technical Support Services representative Free Check to allow windows to move outside the main Floating application frame to view on multiple monitors for Windows example When unchecked all windows will open within the main 12 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started application frame Auto Save Automatically saves the current layout of your screen when you Layouts exit If you do not want to save your layout upon exiting uncheck this box Inactivity Customize the amount of time that you wish to remain online Timeout before the software logs you off due to inactivity e Select a number between 1 amp 8 The default setting is 1 When you change this setting a confirmation message will appear in the Messages window Logging off and then back on is not required for this setting to take effect Update When checked allows you to choose Last Trade Price or Equities Bid Ask Price to calculate after hours P amp L When unchecked P amp L in P amp L calculations will use the closing bid as
10. with either a short position in the underlying stock or an existing long put position e Options trading in pennies currently scheduled to begin in January 2007 will be supported For more information on the roll out of option trading in penny increments visit http www sia com options_markets html penny_pilotprogram html e Dividend Reinvesting is now available in the Buy Write order entry tab of the Advanced Options screen of the Trading Window e You may now view price indications from several exchanges in the Advanced Option Order window Sell Call Buy wri CBOE Net Size Sel 7 50 C 754Dr 4 Sell 10 00 C 1004Dr F Sel 12 50 C 1254Dr 5 Sell 15 00 C 1504Dr 5 Sell 17 50 C 17 54Dr 6 Sell 2N NN F NNN R NASDAQ SINGLE BOOK NASDAQ has integrated SuperMontage INET and BRUT branded market data facilities into a Single Book While the integration does not impact the existing order routing venues and order types the migration results in Level II data display changes within StreetSmart Pro The software consolidates SIZE BRUT and INET quotes into one INET quote at each tier Visit the NASDAQTrader com for more information on the NASDAQ Systems Integration SUPERMONTAGE PREFERENCING As part of NASDAQ efforts to become operational as an exchange and in order to comply with exchange price time priority rules you may no longer preference individual Market Participants via SuperMontage All SuperMontage orders will
11. 006 All rights reserved 0106 5667 Getting Started Customize and save a virtually unlimited number of streaming real time watch lists Get real time streaming headlines providing you with news on the market or companies you want to watch View streaming updates on the day s top ten leading gainers decliners and volume movers for the NASDAQ and New York American Stock Exchanges Get instant feedback on stocks reaching or approaching their daily and or 52 week highs and lows CHARTING AND STRATEGY TOOLS View Create and change real time streaming intraday daily and weekly charts with a wide choice of technical indicators Compare stocks against each other or against indices and construct custom technical analysis displays using the Strategy Tools SOPHISTICATED RISK MANAGEMENT TOOLS The StreetSmart Pro Alert Window can automatically notify you of potential opportunities or prompt you to protect your positions based upon the Alerts you create The Special Conditional Orders an Alert Action choice can automatically place a trade for you if the Alert conditions you specify are met Alerts can be set up and then saved directly to your desktop reducing the time spent creating alerts daily STOCK SCREENER The Stock Screener allows you to quickly find the stocks that meet your trading strategy The Stock Screener comes with built in queries or you can create and save your own queries by choosing from many filter variables DEMO
12. Active Tool then click on the window name you want to maximize Toolbar Get a quick description of each icon in the Toolbar by moving your mouse over it When you pause on an icon a Tool Tip will pop up The Toolbar topic provides more information on each tool and how many of each window can be open at any one time Start Tools Click Tools gt Start Tools in the main menu bar to open the Start Tools menu where you can add or reopen windows in the layout Each window has a Menu Bar Display or hide Menu Bars by right clicking in the window and clicking Hide Show Menu Each window has a context sensitive help available from the right click menu Access the Online Help for a particular tool by right clicking in the window and clicking lt Tool gt Help Save your layouts by going to the Main Menu Bar and selecting File gt Save Layout As Then save each layout by name QUICK REFERENCE TRADING StreetSmart Pro Trading Window Turning on and off Level II and ECN quotes e Enter your order in the Order Entry panel in the Trading window If the Order Entry panel in the Trading window has been minimized simply click the Open Close Order Entry Panel arrow under Last quotes Click on Settings gt Data Source in the Trading Window menu and choose which level of quotes you wish to view If you are trying to view Level II information and the checkbox is grayed out please contact your Schwab Active Trader Team A
13. Getting Started Symbol Lookup Lookup by Name C Symbol Security Type v Stock Index In the main menu click Tools Look Up Symbol or A click the icon in the toolbar e Enter the name or as much partial information as you have and click Enter You may also check the Symbol option and simply enter a ticker symbol to get a company name This can be done for either Stock or Index e The closest matches to what you entered will appear at the top of the list e You can load the data directly into the Quotes Window by right clicking the symbol and selecting Load symbol into Trading Window e Clicking on Name and Index will give you a list of all indices Find Active Tool Restores active windows that may be hidden or minimized Click Find Active Tool and then select the window you wish to view Schwab com Quotes and Opens a Schwab com browser session to the Quotes amp Research Research tab Ken Tower Recap of the previous trading day and a technical forecast Daily of the upcoming day Comments Ken Tower In depth review of the past trading weeks with an analysis Weekly of the market s long term trend Comments Market Edge Access stock ratings workshops market commentary and Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 15 StreetSmart Pro User Manual Ratings much more from Market Edge com Market Insight Get insightful market and investing comme
14. STREETSMART PRO GETTING STARTED Getting Started cccccccsceeeeeeeeeeeeeeeeeeeeeeeaeeeeaeeaeaeeaeaeeeseeeseaeeeeeeeeeeeeeeeeeseeeseeensaes 1 Getting Started iios cniie deem etel ian era de RR edited Obra va Dee D Ra wy resided ada RR RR iz 2 New FOAEUES terseret seindun eias eeead oe eee aR dees AEE EISIEN ON EEA AEAT TATAEE evens 4 Logging On amp c Off aiii ra red px a LEA DE AATA NRA A RDA ADEN 9 Main Menu Bab 3 2 tern renis ENEA TA ED EAA i RE Rea mE E er n COE EN o 10 Demo ModE ous ree eme eae eh b e n e pt a aee a e e one E EN Ee aa 19 Customizing Your Desktop cinere ete rhe Rr ua eei re E a Red TA eR RR ret ARR 20 Configuration amp Troubleshooting cece cece eterna ene eee eee 29 QUICK Reference eoe Mists segs eile e ERE ER AEAT Oa EA RR RR AS EPA EATER ages 37 StreetSmart Pro User Manual Getting Started Welcome to StreetSmart Pro Schwab s customizable trading cockpit with advanced market information for your desktop Qualified Schwab Active Trader clients can stay plugged into the fast changing market with StreetSmart Pro Schwab s leading edge suite of real time streaming market data software and advanced trading features for your desktop See the New Features in this version of StreetSmart Pro E Schwab Street Pros fe fel Bie Toobars Settings Tools Schmab con tep Bopoetader Ascari 00200200 LIVE Acct Net Wort PEAREN 193 Crono DETIENE Coch ECCE e ETO Moron oP BEIDE Bur Gm M BeG
15. T Breaking News Recent Stories AMAT News Watch Symbol Code JAHAT v News Code Rating reiterations for Nov 8 from Briefing com Company Symbol iBrokerage Firm Reiterations Anadarko Petro APC Lehman Brothers Equal weight Applied Materials AMAT Friedman Billings Outperform Audiocodes AUDC Cantor Fitzgerald Buy Audiocodes AUDC Lehman Brothers Overweight jAudiocodes AUDC Nollenberger Capital Buy Brightpoint CELL Kaufman Brothers Buy Cablevision CVC Janco Partners Accumulate CapitalSource CSE Friedman Out Shoppin t antc Lzgerald By Open News e Right click on the News window headlines and click Open Story Article in a OR New Window Double click on story headline Hide the Right click on the News window headlines and click Hide Menu News Window Menu Read the From the menu select View Preview n Article Right click and select Show Preview Window in the Preview Panel Left click on the News headline to display the news article you want to read in the Preview panel Search the Right click in an article and click Search Article for Specific Topics Print a News Right click in an article and click Print or File gt Print from the News Story window Load a Stock Every stock symbol in a news article is hyperlinked to the Trading into the Window Simply click the symbol you want and it will automatically Trading load into the Trading Window Window from a News Article Get More Right click on the sy
16. User Manual Color Selector Background um Em O ro Em jj mm O m Cancel Defaults i Figure 2 Controls Charts Highlight the area you want to change and click the color wheel to assign a color Colors Select the item you wish to change then press the color button to change Default Colors Cancel Figure 3 Controls the Trading Window The lower area gives you several color options for Level II for which you can choose one of the built in color schemes or you can choose Custom and create your own color for each individual level 26 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started Color Selector L2 Background MM s Time amp Sales Background ECNs Watches met imi L i BMmEmIE SIEININ E ON NN NN UN EE mmm BEE M Quote Changes Price Levels Custom v Inverted Col 9l Repeat Color Sche C Repeat Last Color Custom colors BEER ES amp amp BEES Ea a Define Custom Colors gt gt Cancel Change Fonts The software allows you to change the font for each window The default font is MS Sans Serif Regular To Change the Font 1 Click Settings gt Fonts in the Menu Bar of the window you want to change 2 Make your changes and click OK TIP Bold Fonts Using bold fonts may make some of the windows easier to read Copyright Charles Schwab amp Co
17. al Select Layout Look in B Backup R3 ek E3 E 10092006Two Charts lyt 10102006Two Charts lyt ES 10112006Moving Avgs VAP lyt E 10112006Two Charts lyt sl 10162006Moving Avgs VAP lyt E 10172006Moving Avgs VAP lyt 10182006Moving Avas VAP lyt File name 10182006Moving Avgs VAP Files oftype iayos C9 z Cancel Open the layout you want to restore and you will be prompted to save it to your regular Layouts folder SHRINK OR ENLARGE WINDOWS Each window in the software can be resized to allow for additional windows or to accommodate the size of your monitor To Resize the Width Height of a Window 1 Place the mouse pointer on a side of the window until an up down or left right arrow appears 2 Left click and hold the mouse button while resizing the window then release the mouse button To Resize the Entire Window 1 Place the mouse pointer on the corner of the window until the diagonal arrow appears 2 Left click and hold the mouse button while resizing the window then release the mouse button MOVE WINDOWS StreetSmart Pro windows can be arranged any way you like within the frame of the software To Move Windows 1 Click and hold your mouse pointer on the top bar of the window and drag to the new location 2 Let go of the button when the window is where you want it or 1 Right click on the top bar of the window 24 Copyright Charles Schwab am
18. and Set Up Watch List Columns topics QUICK REFERENCE TOP TEN Open the Top Ten e Click on the Top Ten icon in the toolbar Windows e If neither window is open NASDAQ or NYSE clicking on the toolbar icon will launch both Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 39 StreetSmart Pro User Manual windows If one window is open clicking on the toolbar icon will launch the window that is not open Go to Tools gt Start Tools Put a check next to the window either NASDAQ Top Ten NYSE Top Ten or both Click Start The Top Ten windows will automatically appear on your cockpit Load a Symbol Right click on the symbol in the Top Ten window and into the Trading click Load Symbol into Trading Window Window Research or get Right click on the symbol in the Top Ten window and an Extended click Research Ext Quote Quote fora symbol in the Top Ten QUICK REFERENCE HIGHS amp LOWS Open the Highs amp Click on the Highs amp Lows icon in the toolbar Lows Windows The Highs amp Lows window will automatically appear on your screen Go to Tools gt Start Tools Increase the number next to High Low to 1 or more Click Start The High Low window will automatically appear on your screen Change Data You Go to the Highs amp Lows Menu Bar and click on Settings Want to Track gt General Load a Symbol Right click on the symbol in the Highs amp Lows win
19. ar many of the tools in your software Hover your mouse over an icon in the toolbar to see what it will open For more information about the toolbar visit the Toolbar topic Balances Select among several account statistics to display in your Bar StreetSmart Pro window at all times For more information on configuring the statistics displayed visit the Balances Bar topic below Chart Click to hide or display the Chart toolbar which gives you quick Toolbar access to chart features such as trend lines retracements and other chart settings Hover your mouse over an icon in the 10 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started toolbar to see what it will open See Chart Toolbar for more information on this tool Status Bar Click to hide or display the server and order routing status bar at the bottom of the software window See Status Bar for more information Live Help Click to hide or display the Live Help bar which you can click to Bar open a chat session with a StreetSmart Pro client support representative NOTE It is important that you do not use the Live Help panel in StreetSmart Pro to request authorize or effect the purchase or sale of any security or commodity to send fund transfer instructions or to effect any other transactions Any such requests orders or instructions that you send will not be accepted and will not be processed by Schwab The Cus
20. ar will appear You can scroll vertically in any active window using the Page Up and Page Down buttons on your keyboard To scroll down the Level II quotes or Time amp Sales screens right click in the frame you want to see and select Show Scroll Bar Find the Name of The name of each window appears on the top bar Stock a Window names and or ticker symbols also appear at the top of the Trading News and Chart windows Maximize Each window has three small boxes in the right corner of Minimize or Close the top bar Windows The first box minimizes the window The middle box expands the window to fit the screen for a better view The third box closes the window Closed windows can be re opened with the Toolbar NOTE Closing your Account Detail window will log you off the software Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 37 StreetSmart Pro User Manual Resize Windows Find Minimized Windows Open Closed or Additional Windows Display or Hide Menu Bars lt Tool gt Help Save Layouts e Move your cursor to the edge of the window you want to resize e When your cursor changes to an arrow hold down the left mouse button and drag the edge of the window until the window is the desired size Minimized windows can be found at the bottom of the frame above the Status Bar To re open a window either double click on the minimized window or click Tools gt Find
21. blance to those you might experience in Live mode Only use demo mode for learning the mechanics of the software Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 19 StreetSmart Pro User Manual Customizing Your Desktop CUSTOMIZING YOUR DESKTOP Window Layouts You can design and modify your window layout as often as you like The window layout that appears when you log on is a default layout You can e Keep the default layout e Change it to one of the alternative built in layouts e Build your own layout by opening closing resizing and moving the windows Remember to save your layout click File gt Save Layout As To open a built in Layout or one of your customized layouts e Go to the Main Menu and click File e Click Load Layout then click on the layout of your choice Window Tabs You can further customize the layout by adding Tabs to following windows e Watch Lists e Charts e Top 10 e High Low See Adding Tabs to Windows for instructions on inserting editing or deleting tabs in the windows that support them Toolbars In the Toolbars menu select which toolbars you wish to display You can click and drag each toolbar to relocate it anywhere in your software window When placed around the edge of the window it will snap to the perimeter of the window or it can be free floating in the layout ADDING TABS TO WINDOWS Tabs allow you to maximize screen space while still
22. ccess to Level II data requires meeting certain eligibility requirements based upon trading frequency 38 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started QUICK REFERENCE CHARTS Load a Symbol Type the symbol in the Chart window and press Enter Link to the Trading window by going to the Trading window Menu Bar and clicking Settings gt Links Highlight the chart you wish to link to the Trading window Change Chart Click Settings gt General click on the Chart Type W Type amp or Chart Interval M4 icons on the Chart Toolbar or Range Interval right click the Chart window From the right click menu select a new Chart Type or Chart Range Add or Remove Right click in the Watch List window and click Add Symbols Symbol or Remove Symbol To add or remove symbols you can also use your Insert or Delete keys Load a Symbol Right click on the symbol in the Watch List window and into the Trading click Load Symbol into Trading Window Window Change Data You Right click on the Watch List column heading and Want to Track select a different set of data for that column Alternatively go to Settings Columns choose the column number you want to update and the new field name and click OK Save New Watch Go to the Watch List Menu Bar and click File Save Lists Watch List As or File Load Watch List Open Old Watch Lists Sort Data See Sort Watch List Data
23. ck Auto Save Layouts StreetSmart Pro Timeout Feature StreetSmart Pro software is designed to automatically log out after a specified period of time of inactivity e To change this setting from the default of 1 hour go to application main menu and click on Settings General e If your session is timed out or you lose connection simply Logon again Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started Demo Mode Familiarize yourself with all the features in StreetSmart Pro without risking any capital by logging on in Demo mode To access choose Demo instead of Live when logging on Demo mode allows you to Get familiar with all aspects of the software indicators chart confirmation messages settings etc Practice entering orders quickly including changing share size price and execution venue Observe the Level II information the movement of Market Makers and ECNs Correlate price movements on a stock with market or sector movements Learn what momentum may look like in the Level II screen Observe the different types of stocks and different ways of trading based on spreads volume velocity and momentum Observe chart pattern formation NOTE You should not determine the success rate of a trading strategy based on demo mode or simulator performance Orders placed in Demo mode are filled randomly with no regard to price so the fill rates have no resem
24. der Team Access to Level II data requires meeting certain eligibility requirements based on trading frequency Please contact your Schwab Active Trader Team to determine if you qualify for Level II access 44 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667
25. dow into the Trading and click Load Symbol into Trading Window Window Search for News Right click on the symbol in the Highs amp Lows window on a Symbol and click Recent Stories for symbol Research or get Right click on the symbol in the Highs amp Lows window 40 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started an Extended and click Research Ext Quote Quote fora symbol in the Highs amp Lows QUICK REFERENCE PRINT TICKER Open the Print Go to Tools gt Start Tools Ticker Window Click on Print Ticker Click Start The Print Ticker will open within your software Load a Stock List Go to File gt Load Stock List and select a list of stocks to load Or go to Settings gt Symbol List to create a new list QUICK REFERENCE SECTORS Open the Sectors Go to Tools gt Start Tools Window Click on Sectors Click Start The Sectors window will open within your software Click on the Sectors icon oed in the Toolbar Change Indices Go to Settings Indices Check the index fields you wish to display at the top of the Sectors window See the Index Symbol List topic for a list of available indices QUICK REFERENCE NEWS Search for 1 Enter a symbol into the Symbol Code field News on a 2 Press Enter Stock or Index Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 41 StreetSmart Pro User Manual t News 1 AMA
26. e Main Menu and choose Settings gt General Change any of the following settings in the General Settings panel Make server adjustments NOTE Server adjustments should be made only after consulting with a Schwab Active Trader Broker or Technical Support Services Representative Change to from a free floating windows layout Auto save your layouts Increase your timeout setting from 1 to 8 hours NOTE If you leave your computer logged on overnight there are some circumstances where you may find that you are still logged on the following morning If this happens you must log off and log back on before placing any trades Choose to use an internal or external browser Increase or decrease your Update Rate This will control the speed of the data that your CPU must process If you have a slower processor it may be helpful to reduce this rate SYSTEM REQUIREMENTS To effectively run StreetSmart Pro your computer must meet these minimum requirements Windows 2000 or the Windows XP operating system This application is NOT available for Macintosh or Linux operating systems All versions should be run in conjunction with Microsoft Internet Explorer 6 0 or higher due to encryption requirements You can experience logon issues if you do not have IE 5 5 or higher Netscape and other browsers are not recommended Pentium III type processor 500MHz or greater 40 MB of available hard drive space 128MB of RAM 56K modem minimu
27. ect to delete the current tab from the window name Use same When checked loading a symbol into one of the chart s tabs will symbol for also load the symbol on every tab in that chart window all tabs This option is only available in the Chart Tabs menu To enable Tabs 1 Click Tabs gt Enable in the window menu Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 21 StreetSmart Pro User Manual 2 To create tabs click Insert The Insert Tab window will open as shown below Insert Tab Name Tab 5 Location After Daily Copy Settings from Default settings Y OK Cancel ok 3 Enter a name for the tab and specify its location in relation to existing tabs in the window using the Insert Before After tab name fields 4 You can use another tab as the basis for your new tab by selecting the other tab from the Copy settings from drop down Select lt Default settings gt to create your tab with default settings 5 Click OK and the tab will display in the Tab window To change the name later you need only right click on the tab label and select Edit Then enter a new name To remove a tab click on the tab label and select Remove 6 Use same symbol for all tabs Chart Window Only Select this menu item so that it is checked if you want every tab to load the same symbol when you change the symbol in one tab For instance if you have this checked and you ente
28. ections will appear at the bottom of the page Choose either the provided fields such as Tab Name Date amp Time Account Number etc or choose Custom and enter your own header or footer content When you are finished customizing your print job go to File Print and click OK when you are ready to send the page s to the printer 36 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started Quick Reference QUICK START GUIDE Now you can stay plugged into the fast changing market with StreetSmart Pro Schwab s leading edge suite of real time streaming market data software and advanced trading features for your desktop It s easy to get started e Check the system requirements and be sure your system can meet them e Since you need an Internet Service Provider ISP to run the software connect to your ISP before you begin e If you have trouble installing the software call your Schwab Active Trader Broker e Read through the Quick Reference topics below to learn about each tool in your software QUICK REFERENCE WINDOWS amp LAYOUTS Minimize Click in the top right corner of the frame to minimize StreetSmart Pro all windows unless you have chosen Free Floating Frame Windows To restore the frame click the StreetSmart Pro icon on your desktop Task Bar Use the Window Click in the window that contains the data you want Scroll Bars to scroll through and the scroll b
29. h another application e Is your telephone data cable line connected to your PC e Have you dialed into your ISP and established a connection PROBLEM Cannot Connect Error Message Invalid Password or ID Disconnected from Data Servers Data Is Not Updating POSSIBLE SOLUTION Complete the ISP checklist above If you re using behind a firewall or proxy server environment which are common in the workplace contact your Network Administrator and go to the Menu Bar and choose Settings gt General to correctly configure the software StreetSmart Pro requires a Schwab logon ID Social Security Number or self selected User ID and password not your Schwab account number and password Contact your Schwab Active Trader Broker if you need assistance setting up your logon ID If you lose your connection the software will automatically try to reconnect any lost connections If the automatic reconnection was not successful go to the Main Menu Bar click Help gt Reconnect to Servers If the problem persists log off File gt Logoff then log back on File gt Logon Contact your Schwab Active Trader Broker if you are still unable to connect Complete the ISP checklist above Charts Not Try changing the background color to white for a clearer Printing Clearly image LIVE HELP The Live Help window allows you to communicate directly with a Schwab Active Trader Representative without having to pick up t
30. having quick access to multiple Chart Watch List and other tab enabled windows When tabs are enabled your window will look something like this 20 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started i Chart 1 Microsoft Corp Secs File Edit View Insert Settings Tabs Tools lMin 5Days Daily Weekly Monthly MSFT Daily 995 days SMA 20 SMA 50 27 24 26 86 26 48 26 10 25 72 25 34 24 96 24 58 187 384 378 Stock symbols and price and volume data shown here and in the software are for illustrative purposes only Charles Schwab amp Co its parent or affiliates and or its employees and or directors may have positions in securities referenced herein and may as principal or agent buy from or sell to clients Windows that have the tab functionality will have a Tab menu in their menu bar To access the menu bar right click in the window and select Show Menu The following options will be available When checked allows you to maximize screen space while still having quick access to several windows within one window When unchecked you must open several independent windows to view multiple Charts Watch Lists etc Insert Select to add a new tab to the window Edit tab e Select to edit the current tab s settings including the name name and location e You can also edit a tab name by double clicking on the tab and entering the new tab name Delete tab Sel
31. he phone Just open the Live Help window type your question and the representative will respond in real time Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 33 StreetSmart Pro User Manual Live Help 01 16 09 AM Welcome to Schwab s Live Help Please use this tool to ask our client support staff any questions you may have Enter Message Orders are prohibited through the Live Help panel Clear All Close Sending Messages 1 2 3 4 5 In the Main Menu click Help gt Live Help or click the AB icon in the toolbar Type in the message under Enter Message Click Send To clear previous messages click Clear Click Exit to close down the box NOTE It is important that you do not use the Live Help window in the Schwab trading platforms to request authorize or effect the purchase or sale of any security or commodity to send fund transfer instructions or to effect any other transactions Any such requests orders or instructions that you send will not be accepted and will not be processed PRINTING WINDOWS Printing is available in most StreetSmart Pro windows including the ability to customize your printouts with headers footers grid lines and more Customizing Window Printing In windows with the Print feature click File Page Setup to begin customizing your print job 34 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667
32. ight clicking on the Balances Bar and selecting Balances Bar You can also change any of the statistics to another statistics on the fly by right clicking on the name of the stat and selecting a different one from the drop down list More on the Balances Bar ENHANCED PRINTING FEATURES Under the File menu in windows that allow printing a new option called Page Setup allows you to customize your printouts with headers footers grid lines etc More on Printing Windows LINKS TO SCHWAB COM In the main menu bar click on the Schwab com menu to access links back to various Schwab com features such as research market analysis and much more More on the Main Menu Bar NEWS ENHANCED NEWS INTERFACE The News window has been updated to be more streamlined and intuitive as well as to include the ability to search for recent news based on News Codes More on News WATCH LISTS 4 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 NEW WATCH LIST COLUMNS Getting Started Several new Watch List Columns have been added including the display of market data for Opening and Closing Cross orders NASDAQ and NYSE accept and store on close order types that are executable only at market close Leading up to the close the exchanges disseminate information about order imbalances in the closing book along with an indicative closing price At 4 00 p m Eastern Time ET the closing book and the continu
33. ions or to effect any other transactions Any such requests orders or instructions that you send will not be accepted and will not be processed Reconnect If the Status Bar indicates you have been disconnected from the to Servers server one of the two indicator lights would be red and automatic reconnection was not successful click Reconnect to Servers If the problem persists log off and try logging on again Contact your Schwab Active Trader team if you are still unable to connect Online Help Click to open the online help files Layout The Layout Assistant helps you identify the right layout for your Assistant style of trading Click through the tabs at the top of the window Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 17 StreetSmart Pro User Manual and move your mouse around the screen to see a description of each window highlighted on the right Once you have found a layout you wish to use you can continue to customize the layout once you have selected it click Select This Layout New Click to read about the new features of the version you are Features using Click for copyright and version information for your software 4 TIPS 18 Auto Save Layouts All layouts have been set to auto save so that any modifications you make to a layout will be automatically saved when you log out of the software To disable this feature go to Settings gt General and unche
34. k to calculate P amp L so Extended the calculation will not update after hours Hours Update Rate Increase or decrease your Update Rate This will control the speed of the data that your CPU must process If you have a slower processor it may be helpful to reduce this rate Move the pointer between Slow and Fast to control how many times per second your window refreshes Open Links Choose between Internal or External Browser Using e Controls whether web browsers launch within internal the cockpit or as a separate window external Applies to the Education Weblink icon right click links to Schwab com Research amp Extended Quotes and News links Logging off and then back on is not required for this setting to take effect The Folders settings provide a way to save certain types of files used by the software in a predictable location Type the location or click Browse to find a location in which to save each of the following types of files then click OK when you are finished Layouts C Program Files Schwab SSPro L spout Browse Sounds C Program Files Schwab SSPro S ounds Browse Stock Lists C Program Files Schwab SSPro StockLists Browse Queries C Program Files Schwab SSPro Queties Browse Aleits C Progiam Files Schwab SSPio Akeits Browse Cancel Defaults Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 13 StreetSmart Pro User Manual Proxy
35. m a Cable Modem DSL ISDN line or other broadband service is recommended Internet connection through an Internet Service Provider ISP We suggest using at least a 17 monitor when using the software with one monitor Due to the large number of windows and layouts offered in the software See Customizing Your Desktop you may want to use more than one monitor to display data Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 29 StreetSmart Pro User Manual DOWNLOADING THE SOFTWARE Qualified Schwab Active Trader clients can download the StreetSmart Pro software from the download website Check the site for qualifications 1 When you start the download process you will be prompted to save or open the file Choose Save File Download Ea Some files can harm your computer If the file information below looks suspicious or you do not fully trust the source do not open or save this file File name eetSmartProDomL2 elcap exe File type Application From help sspro schwab com A This type of file could harm your computer if it contains malicious code Would you like to open the file or save it to your computer i Cancel More Info M Always ask before opening this type of file 2 Select the location where you want to save the downloaded file and click Save Save As 2 x My Recent My Pictures Documents Old My Documents t Templates Desktop
36. mart Pro The main menu will open and the Logon window will appear If you cancel the logon window you can reopen it from the File menu Type the Logon ID assigned to your account NOTE To logon to StreetSmart Pro in either Live or Demo mode you must have a Schwab Logon ID and Password the same password you use for trading web site The ID is either your Social Security number domestic clients only or a Customized User ID applicable to all clients StreetSmart Pro will not allow you to logon with your Schwab Account Number and Password If you need help logging on to StreetSmart Pro or setting up an User ID please call your Schwab Active Trader Broker domestic clients or your Schwab Investment Specialist Europe and Hong Kong customers In the Password field enter the password you selected upon opening your account Click on Live Logon or Demo When trading in Live mode you will effect changes to your portfolio using your own capital while Demo mode allows you to become familiar with the software and practice your trading in a simulated environment Refer to Demo Mode for more information If the log on is successful it will prompt the default layout Logging Off and Exiting the Software 1 To exit the system you must go to the main menu 2 3 OR 1 Click on File gt Exit Click OK to close any subsequent dialog boxes that appear Click on the close button XI in the right hand corner of the main menu
37. mbol to query for other news articles on that News About stock Index a Stock in a News Article Automatically You can link the News window to the Trading window by going to the Query for Trading window menu and choosing Settings Links News on a Stock or Index QUICK REFERENCE MESSAGES 42 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started Messages Window StreetSmart Pro displays streaming order status in the Messages window for the current day only messages from sessions earlier in the day are differentiated by their dark grey color Check Messages for the status of your orders and their execution as well as information about alerts and the market in general QUICK REFERENCE STOCK SCREENER Open the Stock Click the Stock Screener icon BB in the toolbar or Screener Window Tools gt Start Tool and change quantity from 0 to 1 The Stock Screener query window will automatically appear on your screen defaulting to a built in query View What Filters Go to the Stock Screener Menu Bar and click View Make up the Query Description Query Create Your Own Go to the Stock Screener Menu Bar and click User Query Queries Clicking Edit will allow you to edit User Queries while clicking New will allow you to create a new query Save Your Queries 1 Go to the Stock Screener Menu Bar and click File gt Save Query File As pop up box will appear allowing
38. ng indicator it tends to be less useful in a sideways market and more useful in a strongly trending market A line above the price may indicate a bearish trend and a line below the price may point to a bullish stock More on Studies CHART TOOLBAR The Chart Toolbar allows quick access to the most commonly used chart features such as trend lines studies and other settings Hover your mouse over an icon in the toolbar to see what it will do Chart Toolbar d om More on the Chart Toolbar TRADING WINDOW OPTION TRADING ENHANCEMENTS e Dividend Yield data is now automatically provided and updated in real time in the Hypothetical Pricing Parameters in the Trade Window and the Watch List from the right click menu when viewing an option 6 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started e Market Value calculation for option positions now uses the current bid or ask instead of the last trade price for greater accuracy e Option symbols may now be entered with the leading period symbol or trailing o symbol o e Sell Writes are now available for order entry via the Write Unwind tab of the Advanced Options screen in the Trading Window e Option traders may now place Cash Secured Equity Puts CSEPs in both cash and margin accounts Cash will be withheld from buying power in the amount of 100 of the assignment value of the short put position if it cannot be paired
39. ntary by Schwab Center for Investment Research Options Street Access Schwab com option trading tools including advanced options screeners calculators and more Options Street Go straight to the Schwab com option spread search tool Spread Search Account Open a Schwab com browser session to your account History history Account View your account performance on Schwab com Performance Account Manage and view any transfers or payments coming in or Transfers and out of your Schwab com account Payments Online Access information and schedules for online seminars Seminars through Schwab com Schwab Find out when a Schwab Investing Workshop will be in your Investing area Workshops Customer Go directly to the Customer Service page of Schwab com Service where you can get more information on transfers and payments account services managing your profile and much more Subscribe to Click here for instructions and information on subscribing to Level II Level IT data Add Direct If you already have a subscription to Level II data service Access you may qualify for Direct Access trading which allows you to target and send orders directly to ECNs and NASDAQ Market Makers Select this menu item to get more information on Direct Access trading Disclosures View the user agreements that may be associated with your Agreements account If you have questions about which agreements apply to your account contact your Schwab Ac
40. onng mGg t be 8 5 AYA wWRESX My Positions eunti Account Detail Order Statur Served Orders Alerts Balances Positions Tesncaction sms Srb Action I Qusetjy Pice I Cunert Tagg Sell 1000 Market Boy 1000 Market Bay 1000 Market Short 1000 Market N Last Prce Ozen Prev Clove Cha iPr schgiPr 1215500 1214738 1215677 D 018 Stocks Options Ady ps MET T Oa 0139 POSEY voae 18725894 Lat 28812 Open 2878 Hi 2883 Aa 5x 000 BET 100 4s Gove 2855 Lol 2865 Spesd 0l L 288 Hfr i SpeoCond Sea By in vri alin ww Me eM Resdy TET ARCA DRUT STRO ONTD SM QurentSesson Standerd 11 18 43 AM NN StreetSmart Pro features a customizable cockpit display that keeps key market information on display without switching applications including QUOTES AND TRADING View potential liquidity with a detailed view of market activity that includes quotes from ECNs and market makers Approved traders get direct access to ECNs including INET NYSE Arca ONTD BTRD and BRUT Approved clients can utilize a wealth of option trading strategies including multi leg complex options NOTE Access to Level II data requires meeting certain eligibility requirements based on trading frequency For additional information please contact your Schwab Active Trader Team See Trading Overview for more information MARKET DATA TOOLS 2 Copyright Charles Schwab amp Co Inc 2
41. ou print a chart with a black background it will print with a black background If unchecked it would print with a white background and white text would print black e Expand Columns to Fit If checked printouts involving columns of data such as Watch Lists will print with the full heading of the Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 35 StreetSmart Pro User Manual column showing If unchecked the columns will be the same width as they are on the screen and column names may be partially hidden 3 To adjust the Margins and the Header and Footer content of the printed page click the Margins amp Header Footer tab Format amp Options Margins amp Header Footer Margins Top 1 00 Bottom 1 00 z Left 1 25 Right 1 25 Headers amp Footers blank Y blank v blank v Left Center Right blank Y blank Y blank Y 4 Decreasing the size of the Margins may help fit more data onto a page without having to shrink the size of the data thus keeping it more readable Use the up down arrows to adjust the margin size on each edge of the page 5 If you wish to apply Header and or Footer data to your page select the data you wish to display from the drop down lists in the Headers amp Footers panel The items you choose in the top row will be at the top of the page in the Left Center Right positions and the bottom row sel
42. ous book are brought together to create a single Closing Cross The new columns include Column Short Column Name Description Name Name assigned in Watch List Column Close Far Far Clearing Price Close Close Imbalance Imbalance Quantity Close Near Near Clearing Price Close Paired Number of Paired Shares Close Ref Current Reference Price Ending Ask Ending Ask Ending ask of the regular trading session Ending Bid Ending Bid Ending bid of the regular trading session NYSE Ask NYSE Ask Price Current NYSE ask price NYSE Ask NYSE Ask Size Size The Close Crossing price at which orders in the closing book would clear against each other NASDAQ stocks only The number of closing shares that would remain unexecuted at the current reference price and the side of the imbalance buy sell or none if there is no imbalance Applies to both NASDAQ and NYSE stocks The Close Crossing price at which orders in the closing book and continuous book would clear against each other NASDAQ stocks only The number of closing shares that are able to be paired off at the current reference price Applies to both NASDAQ and NYSE stocks A Close price within the NASDAQ inside at which paired shares are maximized the imbalance is minimized and the distance from the bid ask midpoint is minimized Applies to both NASDAQ and NYSE stocks Displays the highest number of shares available from a specific MM ECN within the
43. p Co Inc 2006 All rights reserved 0106 5667 Getting Started 2 Click Move and an expansion arrow a plus sign with arrows at each end will appear 3 Use the Up Down Right Left arrows on your keyboard to position the window 4 Left click the mouse button to ground the window CREATE FREE FLOATING WINDOWS Your StreetSmart Pro windows can also be dragged anywhere on your desktop outside the frame of the software when you want spread the data across multiple monitors for example To Enable Disable Free Floating Windows 1 Log off but do not exit the software click File Logoff in the Main Menu bar 2 In the Main Menu click Settings General 3 To choose an unframed layout allowing you to move windows outside the frame check Free Floating Windows in the Settings window or 4 To choose a framed layout framing all windows in one large window uncheck Free Floating Windows in the Settings window You must restart the software for the changes to take effect CHANGING BACKGROUND amp FONT COLORS StreetSmart Pro software allows you to change the background and font colors in most windows To Change Colors 1 Go to the Main Menu of the window you want to change 2 Click Settings Colors One of three Color Selector windows will open Figure 1 Click on the color wheels to modify colors Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 25 StreetSmart Pro
44. r ABCD into one of the tabs in the window and press Enter ALL tabs in that chart window will load ABCD e TIP You may establish different tabs for each new window you open The tabs and other changes to your windows are saved when you save your layout ADDING WINDOWS Windows can be added by either e Clicking on the appropriate toolbar icon or e Using the Start Tool window located in the main menu bar Go to Tools gt Start Tool CLOSE UNUSED WINDOWS You can hide delete windows in your layout permanently or temporarily To Permanently Close a Window 1 Click on XI in the window you want to close 2 Save the new layout with the closed window Go to Saving Layouts for more information 22 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started To Temporarily Close a Window 1 Click the Minimize button in the top right corner of the window 2 The window will be minimized and put at the bottom of the window above the Task Bar To Reopen a Window e Goto Tools gt Find Active Tool in the Main Menu bar and click on the window you want to open SAVING LAYOUTS StreetSmart Pro software remembers the last layout you used and displays it when you logon However it s best to save your preferred layouts after customizing There are two simple ways to save your layouts Save Layout Under Same Name 1 Go to the Main Menu Bar and click File 2 Click Save Layout under the
45. route as a broadcast order More on SuperMontage Order Routing ECN NAME CHANGES Due to ECN ownership changes NTRD is now displayed as ONTD in your venue selection menu and Level II ECN book display More on ONTD Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 7 StreetSmart Pro User Manual TRADING WINDOW SETTINGS In your Level I display you may now choose whether to display Change from Close Change from Open or Change from Previous Close Select your favorite from the Trading Window General Settings window under the L1 Data tab In the L2 Data tab of the Trading Window General Settings you can check Remove Stale Quotes to filter out stuck Level II quotes during market hours The new Sort Quotes by Size setting in the L2 Data tab if checked will sort all the posted quotes at each tier in Level II by Size and then Time so the largest quote would be at the top of the tier If checked the new Color Watches at Inside Only feature of the L2 Data tab will highlight the watched Market Makers ECNs only when they are at the inside bid or ask More on Trading Window Settings Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started Logging On amp Off Starting the Software and Logging On 1 Double click on the StreetSmart Pro icon located on the desktop OR go the Windows task bar click on Start gt Programs gt Schwab gt StreetS
46. rs Customize Status Bar in the main menu and check the routes for which you wish to see connection status You may also indicate whether the Caps Lock and or Number Lock should be permanently enabled or disabled in the software by checking unchecking those options PROXY SETTINGS In the Settings Proxy menu you can change proxy configurations if you re running your software on a proxy server or behind a firewall Go to the Main Menu Bar choose Settings Proxy and enter your changes in the Proxy Settings panel NOTE StreetSmart Pro amp supports logon via an HTTP Proxy only Be sure to contact your system network administrator for the appropriate proxy settings SOFTWARE UPDATES As new upgrades and enhancements become available you will receive an announcement starting the first time you Logoff after the upgrade or enhancement is available You can choose to automatically load the upgrade or postpone loading it The update announcement window will continue to appear at each Logoff until it has been loaded onto your computer NOTE It is recommended to accept upgrades and enhancements as they become available to you for the best user experience TROUBLESHOOTING GUIDE Start with this ISP Internet Service Provider checklist 32 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started e Is your modem functioning correctly Check by trying to connect to the Internet wit
47. tive Trader representative At A Glance Get an overview of basic balance information for your account s on Schwab com My Benefits See what services tools and products are available to you based on the type of account you hold with Schwab StreetSmart Access the StreetSmart Pro section of Schwab com where Pro you can learn more about the product download the latest version access online seminars and more 16 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Getting Started HELP Live Help The Live Help window allows you to communicate directly with a Schwab Active Trader Representative without having to pick up the phone Just open the Live Help window type your question and the representative will respond in real time Live Help 11 26 17 AM Welcome to Live Help Please use this tool to ask our client support staff any questions you may have Enter Message Orders are prohibited through the Live Help panel Clear All Close Sending Messages In the Main Menu click Help Live Help or click the a icon in the toolbar Type in the message under Enter Message Click Send To clear previous messages click Clear Click Exit to close down the box NOTE It is important that you do not use the Live Help window in the Schwab trading platforms to request authorize or effect the purchase or sale of any security or commodity to send fund transfer instruct
48. tomize menu option provides you with access to customize the information displayed in the Balances Bar Chart Toolbar and Status Bar Click Customize and then select the toolbar you wish to customize or you can right click on the toolbar and select Customize For Balances Bar the following window will open 8 Balances Bar Available Fields Selected Fields Avail to Trade Cash Acct Net Worth Move Up Day Trade BP MoveUp Margin Equity lt Remo Move Do Magn Ea _ lt Bemove _Move Down Today s Change Margin BP Settled Cash to Trade vail to Withdraw Description The change in value in dollars of the account since today s market open whether due to security price movements securities transactions any other withdrawals and deposits or credits and debits Use Abbreviated Field Labels OK Cancel Defaults For the Chart Toolbar the following window will open Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 11 StreetSmart Pro User Manual Customize Toolbar Available toolbar buttons E Show All Data N amp Edit Tick Data MV BTRD MV ONTD Iv SuperMontage Select All Clear All Iv CapsLock MM NumLock OK Cancel Check the routing venues you wish to monitor in the Status Bar at the bottom of your window If the route is available it will display in green if unavailable red You may also indicate whether the Caps Lock and or Number Lock
49. will be prompted to restart your computer to complete the installation process After restarting you will see the StreetSmart Pro icon on your desktop e Click the icon to launch StreetSmart Pro on your computer SERVER CONNECTION STATUS Auto Reconnect The auto reconnect feature is part of all modules within the software When a window module is disconnected from its server the system immediately recognizes the fault and tries to reconnect If you find it necessary to manually reconnect click on Help Reconnect to Servers and wait a moment for the reconnection to transpire Connection Status Display Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 31 StreetSmart Pro User Manual In the Status Bar at the bottom of your software window two green lights indicate the flow of data to your computer from the servers The first one indicates the status of your connection to the Account Server and the second indicates status of the chart Level II and other data They will turn red if you lose your connection to either the data servers or the account servers 08 3030AM NUM Shows fully logged on and functional Q 0830 30AM NUM Shows logged off with no data coming in TIP To display the Status Bar click Toolbars gt Status Bar in the main menu Routing Connection Status You can also display the connection status of certain routing venues in the Status Bar Click Toolba
50. you to save the query to your computer s hard drive Select the location where you wish to save the query Saving your query in the same place as the built in query will make it easier to find all of the queries in one location Type the name you wish to save it as and click OK 4 You will see the file you just saved appear under File The 5 most recent files that you viewed will be displayed with the most recent one checked The title bar will show a new line with File name of your file example shows Technology qry Load a Symbol Right click on the symbol in the Stock Screener window into the Trading and click Load Symbol into Trading Window Window Search for News Right click on the symbol in the Stock Screener window on a Symbol and click Recent Stories for symbol Research or get Right click on the symbol in the Stock Screener window an Extended and click Research Ext Quote for symbol Quote for a symbol in the Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 43 StreetSmart Pro User Manual Stock Screener QUICK REFERENCE LEVEL II Obtain Level II Access If you are unable to see Level II quotes check to see if you are eligible Go to the Trading window Settings gt General gt L2 Data If you are qualified for Level II access you should be able to click the Book quotes checkboxes If those checkboxes are grayed out please contact your Schwab Active Tra
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