StreetSmart Pro User Manual
Contents
1. gt Start Tools Sectors e Click on Sectors Window e Click Start e The Sectors window will open within your software or e Click on the Sectors icon 084 in the Toolbar Change e Go to Settings gt Indices Indices e 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 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 5 StreetSmart Pro User Manual News ona Stock or Index 2 Press Enter News 1 AMAT Breaking News Recent Stories AMAT News Watch Symbol Code AMAT v News Code Rating reiterations for Nov 8 from Briefing com Company Symbol Brokerage 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 Audiocodes AUDC Nollenberger Capital Buy Brightpoint CELL Kaufman Brothers Buy Cablevision CVC Janco Partners Accumulate CapitalSource CSE Friedman B ings Outp ain da Shopping ente DR anto t ald Bu Open News Article in a New Window e Right click on the News window headlines and click Open Story OR e Double click on story headline Hide the Right click on the News window headlines and click Hide Menu News Window Menu Read the2. II quotes or Time amp Sales screens right click in the frame you want to see and select Show Scroll Bar Make a Click on any window you want to make your active window Window Active Find the Name The name of each window appears on the top bar Stock of 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 the Minimize or top bar Close e The first box minimizes the window Windows e The middle box expands the window to fit the screen for a better view e 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 StreetSmart Pro User Manual Resize e Move your cursor to the edge of the window you want to Windows 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 Find e Minimized windows can be found at the bottom of the Minimized frame above the Status Bar Windows e To re open a window either double click on the minimized window or click Tools gt Find Active Tool then click on the window name you want to maximize Open Closed e Toolbar Get a quick description of each icon in the or Additional Toolbar by mov
3. REFERENCE HIGHS 8 LOWS Open the e Click on the Highs amp Lows icon in the toolbar AO BS The Highs amp L indow will automaticall Windows e ghs ows window will automatically appear on your screen e Goto Tools gt Start Tools e Increase the number next to High Low to 1 or more e Click Start e The High Low window will automatically appear on your screen Change Data Go to the Highs amp Lows Menu Bar and click on Settings gt 4 Copyright Charles Schwab amp Co Inc 2006 All rights reserved Getting Started You Want to General Track Loada Right click on the symbol in the Highs amp Lows window and Symbol into click Load Symbol into Trading Window the Trading Window Search for Right click on the symbol in the Highs amp Lows window and News ona click Recent Stories for symbol Symbol Research or Right click on the symbol in the Highs amp Lows window and get an click Research Ext Quote Extended Quote fora symbol in the Highs amp Lows QUICK REFERENCE PRINT TICKER Open the e Goto Tools gt Start Tools Print Ticker z e Click on Print Ticker Window e Click Start e The Print Ticker will open within your software Load a Stock e Go to File gt Load Stock List and select a list of stocks List to load e Or go to Settings gt Symbol List to create a new list QUICK REFERENCE SECTORS Open the e Goto Tools
4. RENCE STOCK SCREENER Open the e Click the Stock Screener icon in the toolbar or Tools Stock gt Start Tool and change quantity from 0 to 1 WD e The Stock Screener query window will automatically nee appear on your screen defaulting to a built in query View What Go to the Stock Screener Menu Bar and click View gt Query Filters Make Description up the Query View a Go to the Stock Screener Menu Bar and click Built In Different Queries to view the list Query Create Your Go to the Stock Screener Menu Bar and click User Queries Own Query Clicking Edit will allow you to edit User Queries while clicking New will allow you to create a new query Save Your 1 Go to the Stock Screener Menu Bar and click File gt Queries Save Query File As A pop up box will appear allowing you to save the query to your computer s hard drive 2 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 3 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 5 The title bar will show a new line with File name of your file example shows Technology qry Load a Right click on the symbol in the Stock Screener window and Symbol into click Load Symbol into Trading
5. StreetSmart Pro User Manual Quick Start Guide Table Of Contents Quick Reference ran reelle 1 AgreemenNts in ee 10 Link to Customer Education s s d d ya ka awi k l birn haa bala k kwa k yay W nr rr rr b ka nennen 12 CSUK and Hong Kong Customers 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 e Click in the top right corner of the frame to minimize all StreetSmart windows unless you have chosen Free Floating Pro Frame Windows e To restore the frame click the StreetSmart Pro icon on your desktop Task Bar Use the e Click in the window that contains the data you want to Window Scroll scroll through and the scroll bar will appear Bars e You can scroll vertically in any active window using the Page Up and Page Down buttons on your keyboard e To scroll down the Level
6. Window the Trading Window Search for Right click on the symbol in the Stock Screener window and News ona click Recent Stories for symbol Symbol Research or Right click on the symbol in the Stock Screener window and get an click Research Ext Quote for symbol Copyright Charles Schwab amp Co Inc 2006 All rights reserved StreetSmart Pro User Manual Extended Quote fora symbol in the Stock Screener QUICK REFERENCE LEVEL II Obtain Level e If you are unable to see Level II quotes check to see if II Access you are eligible Go to the Trading window Settings gt General gt L2 Date 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 Trader Team e 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 8 Copyright Charles Schwab amp Co Inc 2006 All rights reserved ABOUT THE USER MANUAL This Educational Guide and its content including price and volume data screen samples and queries are for informational and educational purposes only Although it may provide general information relating to trading or investment approaches you should not construe anything in the guide as legal tax and investment financial or other advi
7. ce Nothing contained in the guide constitutes a solicitation recommendation promotion endorsement or offer by Schwab of any particular security transaction or investment strategy Schwab makes no recommendations or endorsements with respect to any of the strategies chart patterns or indicators referenced nor does Schwab recommend the use of technical analysis as a sole means of investment research At Schwab we recommend that investors define their goals risk tolerance time horizon and investment objectives in addition to researching possible investment choices through multiple channels Use of technical analysis may result in increased frequency of trading and therefore significantly higher transaction costs than a fundamental approach CyberTrader an affiliate of Charles Schwab amp Co Inc provides technical services for StreetSmart Pro a Schwab product StreetSmart Pro is a registered trademark of Charles Schwab amp Co Inc Schwab StreetSmart Pro is a pending trademark of Charles Schwab amp Co Inc Access to Electronic Services and your account may be limited or unavailable during periods of peak demand market volatility systems upgrades or maintenance or for other reasons Copyright Charles Schwab amp Co Inc 2006 All rights reserved 9 Agreements Your Agreements With Schwab amp Other Useful Information CyberTrader an affiliate of Charles Schwab amp Co Inc provides technical service
8. e From the menu select View gt Preview nv Article Right click and select Show Preview Window in the Preview e Left click on the News headline to display the news article Panel 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 Story Right click in an article and click Print or File gt Print from the News window Load a Stock Every stock symbol in a news article is hyperlinked to the News About a Stock in a News Article into the Trading Window Simply click the symbol you want and it will Trading automatically load into the Trading Window Window from a News Article Get More Right click on the symbol to query for other news articles on that stock Index Automatically Query for News on a Stock or Index You can link the News window to the Trading window by going to the Trading window menu and choosing Settings gt Links 6 Copyright OCharles Schwab 8 Co Inc 2006 All rights reserved QUICK REFERENCE Getting Started MESSAGES 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 REFE
9. ency For additional information please contact your Schwab Active Trader Team The market data used in this manual is for illustrative and educational purposes only and is not intended to reflect actual trading behavior or other characteristics of any securities or company This manual was developed for use with StreetSmart Pro and should not be used for other trading software or channels You will receive an announcement about updates to the StreetSmart Pro software and User Manual the first time you Log Off StreetSmart Pro after the enhancements and upgrades become available You may also receive updates through other methods including electronic notification or emails Please remember that the real time market data available through StreetSmart Pro may come from different sources than the real time market data sources for Velocity schwab com or other Schwab websites This may result in slight differences in quotes and other information especially in fast moving markets Your use of each version of StreetSmart Pro is governed by your agreements with Schwab including 10 Copyright Charles Schwab amp Co Inc 2006 All rights reserved Reference The End User License Agreement for StreetSmart Pro software that you must agree to as part of the software download process Your account agreements including the Electronic Services Agreement Any disclosures associated with the market data and trade order routing and funct
10. igibility requirements based upon trading frequency 2 Copyright Charles Schwab amp Co Inc 2006 All rights reserved QUICK REFERENCE Getting Started CHARTS Load a Symbol e Type the symbol in the Chart window and press Enter or e 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 Type amp Range Interv al Click Settings gt General click on the Chart Type Bi gt or Chart Interval icons on the Chart Toolbar or right click the Chart window From the right click menu select a new Chart Type or Chart Range Improve Print Quality of Chart Try changing the background color of the chart to white before printing QUICK REFERENCE WATCH LISTS Add or e Right click in the Watch List window and click Add Remove Symbol or Remove Symbol Symbols e To add or remove symbols you can also use your Insert or Delete keys Search for Right click on the symbol in the Watch List window and click News ona Recent Stories for symbol Symbol Loada Right click on the symbol in the Watch List window and click Symbol into Load Symbol into Trading Window the Trading Window Change Data e Right click on the Watch List column heading and select a You Want to different set of data for that column Track e Alternatively go to Sett
11. ing your mouse over it When you pause Windows 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 e 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 Display or Each window has a Menu Bar Display or hide Menu Bars by Hide Menu right clicking in the window and clicking Hide Show Menu Bars lt Tool gt Help 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 Layouts 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 e Enter your order in the Order Entry panel in the Trading Pro Trading window Window e If the Order Entry panel in the Trading window has been minimized simply click the Open Close Order Entry Panel arrow under Last quotes Turning on Click on Settings gt Data Source in the Trading Window and off Level menu and choose which level of quotes you wish to view II and ECN If you are trying to view Level II information and the quotes checkbox is grayed out please contact your Schwab Active Trader Team Access to Level II data requires meeting certain el
12. ings gt Columns choose the column number you want to update and the new field name and click OK Save New Go to the Watch List Menu Bar and click File gt Save Watch Watch Lists List As or File gt Load Watch List Open Old Watch Lists Sort Data See Sort Watch List Data and Set Up Watch List Columns topics Copyright Charles Schwab amp Co Inc 2006 All rights reserved StreetSmart Pro User Manual QUICK REFERENCE TOP TEN Open the Top e Click on the Top Ten icon in the toolbar Ten Windows e If neither window is open NASDAQ or NYSE clicking on the toolbar icon will launch both windows e If one window is open clicking on the toolbar icon will launch the window that is not open e Goto Tools gt Start Tools e Puta check next to the window either NASDAQ Top Ten NYSE Top Ten or both e Click Start e The Top Ten windows will automatically appear on your cockpit Change Data Go to the Top Ten Menu Bar and click on Settings gt You Want to General Track Load a Right click on the symbol in the Top Ten window and click Symbol into Load Symbol into Trading Window the Trading Window Search for Right click on the symbol in the Top Ten window and click News on a Recent Stories for symbol Symbol Research or Right click on the symbol in the Top Ten window and click get an Research Ext Quote Extended Quote for a symbol in the Top Ten QUICK
13. ionality incorporated in or related to the use of the software including the Direct Access Disclosure and Agreement The following information is not intended to replace your careful review and acceptance of the agreements and disclosures outlined above Before using StreetSmart Pro you should carefully read all disclosures and instructions that Schwab provides for a complete understanding of StreetSmart Pro s capabilities If you have a question about the StreetSmart Pro software that cannot be answered by the Help file or User Manual contact your Schwab Active Trader Broker before taking any action Since StreetSmart Pro depends on third party data feeds lines and systems the accuracy and timeliness of market data cannot be guaranteed If data feeds servers and communication lines fail Schwab is not responsible for these third party components Alert your Schwab Active Trader Broker about any problems you encounter in using StreetSmart Pro so we can help resolve them Schwab will continue to upgrade the StreetSmart Pro software and User Manual periodically It is your responsibility to stay up to date with the most recent versions by downloading upgrades and enhancements when notified by Schwab In using this software you are acknowledging that you understand and accept the risks involved in online trading By making StreetSmart Pro available to you Schwab is not recommending promoting or endorsing any particular invest
14. land accessing StreetSmart Pro via DSL ISDN or cable modem is strongly recommended in order to receive optimal speed and performance of streaming market data functionality Certain products and services described in this Online Help guide may not be available to customers of Charles Schwab Hong Kong and customers referred by Charles Schwab UK including but not limited to o Access to schwab com o Velocity Trading software o Schwab Platinum service and Schwab Platinum representatives o Direct Access trading via StreetSmart Pro o E Mail Alerts and Trade Confirmations Your use of each version of StreetSmart Pro is governed by your agreements with Schwab including The End User License Agreement and StreetSmart Pro Disclosure and Agreement that you must agree to as part of the software download process Your account agreements including the Electronic Services Agreement Any disclosures associated with the market data and trade order routing and functionality incorporated in or related to the use of the software Any laws or regulations in force in your country of residence pertaining to the download and use of encrypted software Copyright Charles Schwab amp Co Inc 2006 All rights reserved 13
15. ment market data or trading strategies Copyright Charles Schwab amp Co Inc 2006 All rights reserved 11 Link to Customer Education Click on the Education Weblink icon b in the toolbar to access all of Schwab s educational material including 12 Using StreetSmart Pro Market Education Direct Access Trading Printable User Manuals Trader s Education On Line Courses Introduction to Stock Screener Copyright Charles Schwab amp Co Inc 2006 All rights reserved Reference CSUK and Hong Kong Customers Eligibility for and Use of StreetSmart Pro Software and Other Related Products CyberTrader an affiliate of Charles Schwab amp Co Inc provides technical services for StreetSmart Pro a Schwab product Charles Schwab amp Co Inc member SIPC and CyberTrader Inc member SIPC NASD are independent subsidiaries of The Charles Schwab Corporation StreetSmart Pro is offered at no charge to a select group of non professional Charles Schwab Hong Kong and customers referred by Charles Schwab UK who meet certain eligibility requirements based on trading frequency This offer may be subject to additional restrictions and may be changed at any time To learn more about specific eligibility standards for use of StreetSmart Pro by customers of Charles Schwab Hong Kong and customers referred by Charles Schwab UK please contact your customer service representative For customers in Asia UK and Switzer
16. s for StreetSmart Pro a Schwab product Charles Schwab amp Co Inc member SIPC and CyberTrader Inc member SIPC NASD are independent subsidiaries of The Charles Schwab Corporation StreetSmart Pro is offered at no charge to a select group of non professional Schwab Active Trader clients who meet certain eligibility requirements based on trading frequency This offer may be subject to additional restrictions and may be changed at any time The speed and performance of streaming functionality may vary depending on your modem speed ISP connection and the number of securities you maintain on your Watch Lists You need a Pentium 266 MHz or better processor 128 MB RAM or more and a 56k or better modem DSL or cable modem to receive the best possible experience of streaming quotes and news on StreetSmart Pro Using AOL with Windows 98 to download StreetSmart Pro could cause potential problems in the download process StreetSmart Pro provides advanced market information for your desktop and allows you to place orders It also allows you to connect and place trades through schwab com This User Manual explains how to use StreetSmart Pro s trading capabilities and provides instructions on how StreetSmart Pro can be used with schwab com This manual is designed to give you easy to use step by step instructions for using StreetSmart Pro Access to Level II data requires meeting certain eligibility requirements based on trading frequ
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