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StockFinder User Manual

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1. _ 3 2 AMERITRADE Overview Positions Orders Symbol Gain Loss Type Desc QTY Price A WYE 63 LONG WYETH COM 10 00 32 09 i VRTX 57 6 LONG VERTEX PHARMACEUTICALS INC COM 15 00 26 85 20 54 LONG C H ROBINSON WORLDWIDE INC COM 2 00 45 58 3 9 LONG CEPHALON INC COM 2 00 75 72 2 68 LONG AMGEN INC COM 2 00 57 65 0 6 LONG ADVANCE AUTO PARTS INC COM 5 00 34 26 1 62 LONG COMCAST CORP COM CLA 2 00 18 80 10 04 LONG PEPSI BOTTLING GROUP INC COM 27 83 11 54 LONG COLUMBIA SPORTSWEAR CO COM 41 70 14 06 LONG MICROSOFT CORP COM A 27 36 17 7 LONG ALTERA CORP COM 20 64 20 18 LONG NEW GOLD INC COM 6 44 Clicking the trade link under action for a symbol brings up a SnapTicket allowing order placement Sp Inst None Routing Auto Oow cua ST Sell Symbol VRTX Order Type Limit Buy to Cover Expiration Day v 4 Clicking the float icon on the top right of the SnapTicket floats the ticket Right click the window s title bar to dock it Choosing Minimize from this menu minimizes the ticket to the bottom of the program Click it there to restore it Clicking any symbol on the list in the Trade Center window changes the Active Symbol Clicking Logout at the top right of the window logs the pro gram out of the TD account The Orders tab brings up any pending orders in the account Clicking a symbol in the Orders tab changes the active sym bol Clicking Cancel will cancel the
2. Print Preview On the left is a preview of the chart for printing Below the Print Preview is the Print Preview Zoom Moving the slider to the right or left on the Print Preview Zoom moves the preview in or out for more or less detail in the preview The Print Preview Zoom does not affect the printed chart To the right of the Print Preview is a list of options Plot Names When Plot Names is checked the names of the plots are visible in the pane legends When not checked the pane legends are not visible Plot Names Rules Date Scale Value Scales Symbol Watermark Rules When Rules is checked any Rules on the chart are visible When not checked any Rules on the chart are not visible Date Scale When Date Scale is checked the date scale along the bottom of the chart is visible When not checked the date scale along the bottom of the chart is not visible Value Scales When Value Scales is checked the value scales along the right of the chart are visible When not checked the value scales along the right of the chart are not visible Symbol Watermark When Symbol Watermark is checked the Symbol Watermark in the center of the chart is visible When not checked the Symbol Watermark in the center of the chart is not visible Background Color Clicking the down arrow under Background Color opens a color picker Clicking a color sets the printed chart s back ground color Va
3. content from the Clipboard into the ScratchPad Content pasted in like content entered directly can be formatted once in the ScratchPad Top Menu The Top Menu presents six different menus File Clicking the File menu opens a list of seven options New Clicking New may open the Save ScratchPad window asking to save the current ScratchPad file Clicking Yes opens the folder browser to name and save the current Print file Clicking No closes the current file and opens a new one The Save ScratchPad window appears if the current ScratchPad file has been changed from the new ScratchPad Page Setup Preview Open Clicking Open menu opens the folder browser to the default ScratchPad folder Select any Rich Text file from this or any other folder to open the file in the ScratchPad window Save Clicking Save opens a folder browser to select a folder and file name to save the current ScratchPad file If the cur rent file has already been saved previously clicking Save overwrites the previous saved version with the current one ScratchPads are saved as rtf Rich Text files Save as Clicking Save opens a folder browser to select a folder and file name to save the current ScratchPad file ScratchPads are saved as rtf Rich Text files 129 Page Setup Clicking Page Setup opens the Page Setup window This window contains the print options for the current ScratchPad file The type of pap
4. Trade Tab The Trade tab opens a trade e Tr Chains osition ticket The four tabs allow coas A a tickets for stocks options Stock Order XSpreads and Covered 9 Aar Calls APPLE INC l Action Buy v Stocks Quantity Shares All or None E Type Limit Clicking Stocks opens a trade ticket for placing a stock order in the OX account There are several fields and buttons in this ticket Price 90 58 Duration Day Order Routing Default Advanced None Symbol Symbol is for ticker to place the trade for This field is au tomatically populated with the Active Symbol s ticker but it can be manually changed Action Action is the type of order to place buy sell sell short or buy to cover Quantity Quantity is the number of shares to trade 105 All or None If All or None is checked the order becomes an OX All or None order Type Type sets the type of order to place limit market stop stop limit or market on close Price Price sets the price for the order It defaults to the current price of the stock but can be manually changed Duration Duration sets the duration of the order to either day order or good until cancelled Routing Routing sets the routing to either default or ARCA Advanced This allows any of the avail able advanced order types For more information on these advanced order con sult the account advanced order information avai
5. Link Symbol from TeleChart The farther to the left the Rule is in the columns the higher its priority will be The scan will group the results based on the left to right Rule priority For more information on this default prioritiza tion refer to the Rule Grouping section on page 65 Chapter updated Apr 2009 StockFinder Manual Changing to by Number of Rules Passing prioritizes strictly on the number of Rules passing regardless of which Rules pass The more Rules a symbol passes the higher in the grouping it will appear if this option is selected Link Symbol from TeleChart If checked and TeleChart is open on the same computer any symbol made the Active Symbol in TeleChart will instantly become the Active Symbol in StockFinder Filter The Filter tab has two sections Main Chart E a Price History Clearly Above MovAwvg 21 of Price History E Down Candle E Volume Greater Than Value 54 000 00 Second Chart E D Bullish Hammer 1 00 10 E a Bearish Kicking 10 Fiter Retesh Rate Up to date Rules to filter by The Rules section is a list of all the Rules available in the Layout Click any Rule name to edit the Rule Check the box to the left of the Rule color and that Rule becomes part of the WatchList filter The WatchList filter is a set of one or more Rules that a symbol must pass to appear in the WatchList For example if the Active WatchList is the Standard and Poors 100 and the fi
6. The exported data uses the most current data backward when determining the number of bars to export For ex ample when exporting minute data with a Bars to Export setting of 500 it exports the current minute and the previous 499 minutes of data File Name Below the Options are the File Name settings x File Name Single File Single File If Single File is selected along with Export Watch List all of the symbols in the selected WatchList are exported together into one file If Export For Symbol is selected one file is ex ported regardless of whether Single File or Multiple Files is chosen Multiple Files Per Symbol FileName The NamefortheFile Multiple Files Per Symbol If Multiple Files Per Symbol is selected along with Ex port WatchList each symbol in the WatchList is exported to its own file The file name for each symbol matches the FileName setting followed by the ticker for that symbol 1 e FileName_AAPL txt StockFinder Manual FileName The name entered in the FileName field is used for the export file All exported files are text txt or Comma Separated Value csv files If a single file is exported the file name will be FileName txt If Multiple Files is selected then each file will use the FileName and the ticker for the symbol 1 e FileName_IBM txt Exporting Once all of the settings are confirmed in the Export Chart Data window click the Export button to create the
7. For more information on WatchList columns and Rule col umns refer to the Sort Columns section on page 74 Chapter updated Apr 2009 StockFinder Manual Paint Price when Passing When Paint Price when Passing is checked the Price History plot on the same chart as the Rule col ors any bar passing the Rule the same color as the Rule Filter WatchList When Filter WatchList 1s E Scan WatchList checked the Rule is added to the filter for the Main Paint Price when Passing WatchList The Main WatchList only shows stocks that pass any Rules in its filter If a stock en l AA NYSE does not pass all of the F ilter Rules it is not shown in the S SPm NYSE WatchList For more infor mation on filtering the Main WatchList refer to the Filter section on page 73 JPMorgan Chase an 3 DIS NYSE Walt Disney Co The Show in WatchList The Show in WatchList options 8 9 T DVN NYSE Devon Energy Corp INTC Nasdaq Intel Corp SFT Nasdaq Microsoft Com WFC NYSE Is F 2 create either numeric or date columns in the Main Watch NYSE Schlumberger Ltd NYSE United Technologie RTN NYSE Raytheon Co List based on the Rule For DE more information on Watch List columns refer to the Sort T Columns section on page 74 There are four options for ama Show in WatchList Show in Watch List Bars Since True E True in a Row Last Date True True in Period Bars Since Tr
8. Export WatchList If Export WatchList is selected all of the symbols in the WatchList shown to the right of the label are exported Clicking the WatchList opens a WatchList Picker Select the desired WatchList to export from the list Dow Jones 15 Utility Component S mf Porc Paine Hietanr Pore Export For Symbol DIA Export WatchList Type To Search Custom ALL Main Personal Broker industry Component ETF TeleChart Blog Canadian Industry Fund Category Fund Family System WatchLists TeleChart Active List TeleChart Sorted Active List All Canadian Items All Mutual Funds All US Items Canadian Indexes Indicators Only Rules Only D Export All Canadian Market Indicators Canadian Morningstar Industry Averages Canadian Stocks Fixed Rate of Return Indicators Morningstar US Industry Groups Data to Export Below the Export Source choices are four options for what data to export Custom When the Custom option is selected a pane of options ap pears to the right This shows all of the panes plots and Rules available on the cur rent chart Checking items makes them part of the export Checking an entire pane exports all of the data in that pane Indicators Only When the Indicators Only option is checked only the plots on the chart are export ed This includes the Price History plot values 125 Rules Only When the Rules Only option is selected only
9. Rules for the Chart Every Rule added or created on the chart appears as a bubble to the right of the Add Rule button The color of the bubble matches the color for the Rule To change the color of the bubble click and edit the Rule s color Floating the mouse over any Rule causes it to pop up and show its name Clicking on the Rule brings up the Edit Rule screen For more information on how to use Rules refer to the Us ing a Rule section on page 61 Rules Shown on Chart Once the options for a Rule are closed is to show it on the chart This creates a band for the Rule that runs above the Add Rule button If a bar passes the Rule a vertical line of the same color as the Rule will appear along this band If several bars in a row pass the Rule the lines will run to gether and appear as blocks of the Rule color Clicking the band it brings up the Edit Rule window for the Rule To remove the band uncheck the Show On Chart op tion for the Rule e ABI ADDOT LaDOralones LTugs Drug m Down Candle Scale Displays To the right of each pane is the scale display The price scale has some unique op tions under its scale but all indicator scales share the same options when edited Price Scale Info Options At the bottom right corner of the price scale are two sets of red characters The top most is the number of ticks between each grid line for the price scale If it says 250 it means there are 25
10. shift 2 2 aB A to Spin Wheel Ei Spin Wheel shift D l Spin Wheel 124 Action Change to 30 minute Change to hourly Toggle pointer mode Scroll back in time 1 bar Scroll forward in time 1 bar Draw trend line Toggle Price Plot Styles bar candle line etc Toggle Price Scale Method Add Rule from library Add indicator from library Move chart back in time Zoom chart in or out Bring coresponding tab to foreground Zoom chart in or out Move chart back or forward in time Slow zoom chart in or out Chart Shortcut Left Click blank chart area Wheel StockFinder Manual Action Move chart back or forward in time 1 bar at a time Activate pointer WatchList Shorcuts Pressing the key in the Shortcut column causes the action If there are two or more keys shown they should be pressed together The term wheel refers to the mouse wheel WatchList Shortcut fl Space Chapter updated Jul 2009 Action Go to next symbol Go to previous symbol Go to next symbol passing same rule Go to top symbol in list Go to last symbol in list Scroll list up or down StockFinder s Export Data exports any plot or Rule on a chart to an outside file typically a table that can be opened in a spreadsheet pro gram New Layout Open Layout Recent Layouts For indicators with open high low and close data it ex
11. 4 445 00 758 15 33 64 336 40 25 37 253 70 82 70 19 19 1 919 00 12 20 1 220 00 699 00 42 86 2 143 00 31 52 1 576 00 567 00 22 77 159 41 7 93 55 51 103 90 15 89 158 90 7 06 70 60 88 30 22 17 110 85 17 36 86 80 24 05 45 33 906 60 30 07 601 40 305 20 7 88 78 80 12 24 122 40 43 60 WU 25 29 252 90 15 03 150 30 102 60 Symbol Last Change Bid Time AMAT 10 37 0 37 10 37 p 38 12 00AM Tade Chain Orders Tab Clicking the Orders tab displays all the pending orders in the account based on the period selected a EBEREBI fe TDAmeritrade When StockFinder is logged into a TDAmeritrade account it has access to WatchLists based on the activity in the ac count Trade Sliders and a Trade Center Brokers Settings Windows Help D maemae n Interactive Brokers Trade Center X optionsXpress My Positions 00 Compon If Login To log into a TDAmeritrade account go to the Brokers menu on the top menu go to TDAmeritrade then click Password Login This brings up the login screen Enter a TD User I D Account number and the password Click Log In to log into the account via StockFinder D AMERITRADE UserlD Account Number Open a New TD AMERITRADE Account Log In Caneel Remember UserlD TD AMERITRADE Inc and Worden Brothers Inc are separate unaffiliated companies and are not responsible for
12. Custom Label Color x Refresh Rate 1 Minute k Last Refreshed 00 57 gt Label Font Size 3 Z Delete Plot There are a few options unique to RealCode indicators Edit RealCode When the Edit RealCode link is clicked a RealCode Editor opens with the code behind the indicator If the indicator is password protected a prompt for the password appears Chapter updated Apr 2009 StockFinder Manual Custom Labels Below the Show last indicator value option is the Custom La bels section with several options For more information on RealCode and Custom Labels download the RealCode Pro grammer s Reference available on www StockFinder com Show Custom Labels If Show Custom Labels is checked and there is code for a Custom Label in the indicator s RealCode the Custom La bels are drawn on the indicator If not checked then Custom Labels are not visible for that indicator Show Custom Labels Offset Distance 5 Offset Direction Upper Left z Custom Label Color Label Font Size 4 Offset Distance The Offset Distance slider sets how far the label is offset from the drawn indicator plot Moving the slider to the right increases the distance Moving the slider to the left decreases the offset distance Offset Direction The Offset Direction setting determines where relative to the plot the label appears This can be set to Upper Left Above Up
13. Hour Minutes Seconds Auto Export If Auto Export is checked an export is made like clicking Export Now every time the Update button is clicked under the Results section for the WatchList Results Chapter 10 BackScanner 101 StockFinder allows integration with three different broker age firms Interactive Brokers optionsXpress and TDAmer itrade With one of the above broker accounts Stockfinder can be used to review the status of any of trades make trades on the chart with Trade Sliders and or utilize Trade Cen ters within a Layout Interactive Brokers In order to connect with an Interactive Bro rie ker account IB s Trader Workstation pro gram must be open on the same computer with StockFinder Trader Workstat Connecting with Trader Workstation Once Trader Workstation is open and logged into an ac count connect StockFinder to Trader Workstation On the top menu in StockFinder click the Brokers menu go to Interactive Brokers and click Connect to TWS Brokeys Settings Windows Help AMERITRADE iF ie Erne iz Interactive Brokers Connect to TWS N X optionsXpress y My Positions pa PA eo SRG EE cE If it does not connect in Trader Workstation in TWS click Configure go to API and check Enable Active X and Socket Clients then try and connect again through StockFinder Connecting with Trader Workstation connects StockFinder to Trader Workstation and the IB account A new win do
14. Jan 03 4009 03 34 30 Export Path The Export path is shown in the large box To the right is the button to change the path to export the file s to Create Folder with Date Time If Create Folder with Date Time is checked the files are put in a created file that has the date and time of the export The time is given as Hour Minutes Seconds in the folder name Export List Export List exports the BackScan information for the Watch List This tab has six options Once the options are set export the information using the Export Now button The file s created are Microsoft Office Excel Comma Separated Values file s You can open each file in most spreadsheet programs available Summary If the Summary option is checked a summary of the Back Scan for the WatchList is exported as its own file StockFinder Manual By Symbol Results If the By Symbol Results option is checked a summary bro ken down by symbol for the BackScan is exported as its own file All Trades If the All Trades option is checked a file showing all the trades for the WatchList is exported as its own file Export Path The Export path is shown in the large box To the right is the button to change the path to export the file s to Create Folder with Date Time If the Create Folder with Date Time is checked the files are put in a created file that has the date and time of the export The time is given in the following format in the folder name
15. Time Frame BackScanner 90 Picker 27 139 Time Trade 91 95 Tirone Levels 29 Title Bar 23 Toolbar Show Hide 19 37 Tool Bars See Toolbar Total 92 96 Trade 92 Trade Based Rules 87 Action 89 Condition 87 Percent Change 88 Profit Target 88 Stop Loss 88 Trade Length 87 Trailing Stop 87 Trade Center optionsXpress 11 TDAmeritrade 10 Trade Length 87 93 Traders Workstation Connecting to 10 103 Trade Signals 94 Trade Sliders 108 Closing an Open Trade 109 Making Trades 109 Opening a New Position 110 Reviewing Trades 109 Show Hide 34 Trades Table 92 98 Trailing Stop 87 Trash Can 80 Trend Line 28 True X of X Bars 61 TWS See Traders Workstation Type to filter list 5 to Search 8 Type to Filter 24 U Underline ScratchPad 131 Unweighted 81 Use TeleChart style jump to J Hotkey 13 US Stocks Prices Source Properties 12 V Value Label 34 140 Vertical Line 29 Volume 73 Volume Bars 53 W WatchList See also Show in WatchList Active Defined 2 BackScanner Results 95 Bars Since True 63 Block Diagram 78 Category tabs 69 Change 48 Colors 71 Column See Column Add 71 Ask 71 Bid 72 Block Diagram 74 Edit 74 Fund Category 72 Industry 72 Last 72 List 70 Net Change 72 Options 74 Percent Change 72 Refresh Rate 74 Sort 74 Sub Industry 73 Symbol 73 Volume 73 Create 18 69 Defined 2 Filter 63 71 73 Footer 77 Group by Scan Lights 61 Last Date True 63 Main 69 Mi
16. vec Most Ama H MO ia nat idani Wane hiliteg Cl suly k Prsia a AO har boan pishing neh marth highs tf B Cinssavar kst ham dae Dnia kiok ot the TSN Aftar mowie harp wer at the autat af ii AnD acbicebad wath tt father iadan SPY ced et ined ireg im ferming in priza sorte for He reide of the dar in beck Sev ced i WT Foon keim s Sigra of ema Boying inio Ihis ur Chart i hu pie Emre 1 Lived n a fron cak but Tm stills believer aa i aiaa aari a eai Daremiar iram graj put tregetherr 9 Haw Positions Ti Tricked pikad up another lot o HAM ir haing Ge Aaal Esta Sector about 47 20 ras shart BP eg ican bashar Exctanga T F T ays aki quickly pat ETFL ihk ia H JF Wdeekry lApissza 11 AH x Ar shor INA ceh Es bama se shea mi od ALPU as doim isins ae eee leqv of sheen TTT howe quiche hear lt t The pnountremari Seve bte k tating s barre of abeence urti ta mi sgritcerty Curantis Saatchiig For A Sasam 114 Blog Entries on Blocks com Newset Blog Entries Highest Rated Most Read Most Discussed MO is not done Watching Closely for Positive Sp MO has been posting new monthly highs the yy Crossover Newest The Newest tab lists the most recently posted entries on Blocks com Click the title of any entry to navigate to the entry Newset Blog Entries MO is not done MO has been posting new monthly highs the last few days One look at the TSV turnaround shows the buying a
17. 15 Share 8 17 27 Show on 64 Show Rule 40 Splitter Color 37 Size 37 Tab with 23 Text 34 Zoom by 37 Chart Text 34 Child Indicator 24 Child Indicator Add 51 Child Plot 50 Class Tab 25 Click Defined 2 Close Pane 38 CNN Live 10 Code See also RealCode Tab 25 Window 25 Color Font 134 ScratchPad 131 Page ScratchPad 131 Priority 49 Column Add 71 Ask 71 Bid 72 Delete 75 Edit 74 Empty 77 Fund Category 72 Industry 72 Last 72 List 70 Load 75 Net Change 72 New 76 Options 74 75 Percent Change 72 Refresh Rate 74 Save 74 Sort Show in WatchList 63 Sub Industry 73 Symbol 73 Volume 73 Combination Rule See Combo Rule Combo Rule 36 64 Adding Rules 65 Condition See Rule Contributes to Scaling 48 Copy Pane 37 Plot 52 ScratchPad 130 Symbol 78 Count Passing 26 82 Create Combo Rule 39 Indicator 24 36 Sequence 40 WatchList 18 Crossing Down Through 60 Crossing Down Through Value 60 Crossing Up Through 60 Crossing Up Through Value 60 Custom Delimiter 126 Custom Index 81 Average bars since passed 26 83 Calculation Settings 83 Count Passing 26 82 Create 25 36 51 Edit 83 StockFinder Manual Indicator Average 26 81 Number of Stocks Passing a Rule 26 82 Percent Passing 26 82 Price Average 25 81 Price Weighted 81 Unweighted 81 Custom Labels 55 Custom WatchList Index Wizard 25 81 See also Custom Index Cut ScratchPad 130 D Daily Change 3
18. 95 This number gives a sense of the upward volatility of the trades It shows how much the trades when your way at any point during the trades Draw Down Draw Down shows the average draw down for every trade in each category The draw down is the most given back dur ing the trade All of the retracements during each trade are evaluated then the program measures the draw down from the most extreme retracement during the trade This number gives a sense of the volatility of the overall trades Can you handle giving back this much during a trade Think of Draw down as the gut check during a trade If your risk tolerance cannot handle the draw down for the BackScan it may not be realistic for your trade style Worst Exit Worst Exit shows the average worst exit for every trade in each category The worst exit is measured from the open of the trade to the lowest low for longs or highest high for shorts of the trade This number gives an idea of the downward volatility of the trade Like Draw down one must evaluate whether the worst exit of the trade would be too much for to endure If it would be too much adjust the BackScan Winning The winning percentage is the percentage of winning trades versus the total number of trades Any winning percentage over 50 shows a BackScan with more winning trades than losing trades Gain Loss Ratio The Gain Loss Ratio is derived by dividing the absolute percent change of the win
19. Blocks com The URL you select will be used by visitors to view your blog lt Back Next gt Cancel The personal blog is created The next screen gives the op tion to either create a new entry or to navigate to the created blog Click the Go to my Blog button then click Finish This opens the Configure Blog Settings window for making any changes This window is always available via the Blog Set tings button Configure Blog Setting Publication URL https craig 3 blocks com metaweblogapi ashe SiteURL http craigs blocks com UserName rran ol Password W Insert Chart Image on New Post Share Chart on new post Remove Blog Cancel Reviewing Blogs The Blog Reader shows Blogs and entries from Blocks com Both private entries from My Blog and other user public en tries are available Peter Worden s blog and public entries are available for review Personal Blog To review a personal Blog My Blog open the Blog Reader and change the Active WatchList to the My Blog Entries WatchList This WatchList shows all of the private and public Blog Entries for the account Clicking a ticker in the list brings up the entry within the Blog Reader 112 Type To Search Blog Canadian Inst Fund Category Funda Blog My Blog Entries Recent Blog Entries wn o o o b J To review the latest entries RATE Tm on Peter Worden s Blog Kassini click on My Subscri
20. By Pointer Date 99 Bar 45 HLC 46 OHLC 46 Bars from Now 87 89 Bars to Export 126 BaseClass Tab 25 Below 61 Best Exit 91 93 94 95 Bid 72 Block Diagram Indicator 36 Plot 52 WatchList 78 WatchList Column 74 Blocks Import files from 3 x 13 Blocks com 111 114 119 Blog Admin 120 Archive 114 Attachments to Entries 115 Categories 114 118 Chart from StockFinder 112 Charts 115 Configuring 111 Creating 111 Creating Entries 116 Download File 113 Entry Image 118 Entry Title 117 My Blog 115 My Subscriptions 115 120 New Entry 18 Opening Reader 111 Personal 112 Peter Worden 112 Publishing and Formatting 116 Reader 118 Reader toolbar 118 Reviewing 112 114 Settings 118 Sign Out Sign In 120 Source HTML View 118 Subscribe 113 120 Viewer 18 View open 18 Bloomberg TV 9 Bold ScratchPad 131 Bring to Front 52 Broker Login 37 Menu 10 Browse other users shared items 17 See also Share Browsers 9 Navigate in Background 13 Bubble See Chart Rule Bullets ScratchPad 131 Buy 85 Buy Cover 86 Buy Long 86 By Symbol 96 Results table 97 133 C Canadian Stocks Prices Source Properties 12 Candlestick 46 Categories 118 Change Symbol 16 Chart Add 15 Arrows 34 Background 37 Create 15 Defined 1 Delete 23 Dock 23 Draw plot on 47 Email 7 17 27 37 Float 23 Header 23 Margins 37 Mini 48 Minimize 23 New 5 16 Print 35 Properties 37 Rename 23 Rule 40 Save 23 27 Select 6
21. Clicking the Add or Create Chart button brings up a menu with two choices Select Clicking Select opens an Add Ea Chart to Layout window It includes all saved charts and those loaded by Worden Typing in the Type to filter list box filters the chart list Typ ing My Favorite limits the library to only the charts with My Favorite in their names If no charts match the typed text the library will appear empty In the top right of the box is the Browse button Clicking it brings up a folder browser to look in folders outside the default My Charts folder Selecting a folder that contains chart files populates the Add Chart to Layout list 15 There are three tabs below the Type to filter list box Select ing All shows all charts Selecting Recent shows recently opened charts Selecting Saved shows all the saved charts amp Adv Ded with Volume amp airboss1 CCI Chart 2 amp airboss1 CCI Chart amp BDRPPLIR Weely movers Berko Stop f BobMc Chart 4 amp Calms after the storms B randa The Category pull down filters the list based on the category selected Clicking on the Name header or the Shortcut header toggles the sort direction for that column The charts in the list sort based on the sort direction Float the mouse over the blue nfo button to the right of each chart to view the chart s description No text appears if the chart has no saved descrip
22. Float the mouse over the column header and click the down arrow that appears then click Edit In the Edit window the Max Bars To Test value increases the number of bars the program should check for the rule passing To sort the WatchList by this column click the column header Repeated clicks of the header toggles between as cending descending and no sort orders Show on Chart Checking the Show on Chart option opens a bar at the bottom of the Price History pane where a horizontal line will appear at any date or time when the Rule passed The horizontal bar is the same color as the Rule If a rule passes several bars in a row the horizontal bars will appear as blocks of color Info The Jnfo tab is where one can read write or edit a description of the Rule Below the description is a field to click or edit a URL link 64 Rule Palette The Rule Palette can be opened with the flag icon along the top icon menu By default the Rule Palette will open under the Main WatchList The palette shows all of the Rules in the Layout grouped by the chart the Rule is on Clicking any rule in the pal ette opens the Edit window for the Rule Clicking and dragging a Rule from the palette to any WatchList puts Rule in that WatchList Main Chart Price History Clearly Above MovAvg 21 of Price History Qvolume Greater Than Value 54 000 00 Gown Candle Eca Down Second
23. Ranks In Top Move Period 1S True 1 of Measure Type There are three types of Measure Types Smart Per cent and Net If Percent is chosen set the minimum percent move amount in the Move Amount field A value of 10 requires the stock move up at least 10 percent The Move Period field sets in bars the period of the move Measure Type Percent 10 00 For a move of at least a 10 over the last five bars set the Move Amount to 10 and the Move Period to 5 57 When Net is chosen there are the same options For a move of least 10 values over the last two bars set the Move Amount to 10 and the Move Period to 2 If Smart is chosen there are two options the Move Period and where the Smart Measure Slide is set Move Period Move Period sets the period of the move in bars For ex ample to look for a certain move up for the last bar set the Move Period to 1 To look for a move up over the last eight bars set the Move Period to 8 Smart Measure Slide The slide qualifies the minimum allowed move to pass the Rule Measure Type Smart Move Penod True of Very Fast Quickly Slowly The handle on the left of the slide can be moved up or down to any level There are four major levels on the Slide If the slide is brought to the very bottom the blue shading covers the entire slide then any move up will qualify regardless of how small the move up Is Very Fast Q
24. Refer to the Chains Tab section below for more information what is presented there Ack Wa Opit Trade Sirka Sym Lest Chy Bd Ask Vol plat Trade Cals RECREERE Lo non pon nap uan Pot nop bao pan ey Properties This opens a Properties and ae Log Off Block Diagram window for l b the Trade Center a Toperties Log Off Clicking the Log Off button logs StockFinder out of the OX account Docking the Trade Center Right clicking the title bar E of the Trade Center window brings up a menu Go to the Dock submenu to dock the Trade Center above below to the left to the right or tabbed with another window in the Layout Cunrent Posilie AO Delete Money Markets amp Cash Tabs The Trade Center is made up five tabs options X press John Doe Overview Trade i Chains ss Positions Orders Overview Tab The Overview tab shows the account name account value current positions value money markets and cash value stock buying power and options buying power O Overview Trade H Chains gt Positions amp Orders ke a John Doe s Account 7 520 40 9 182 85 1 662 45 Current Positions Value Money Markets amp Cash Stock Buying Power Option Buy Power
25. The Number of Trades column shows the number of trades for the winners losers and all the trades for the symbol Average Return The Average Return column shows the average percentage return on the trades for the winners losers and all the trades for the symbol Average Length The Average Length column shows the average length of the trades for the winners losers and all the trades for the symbol Draw Down The Draw Down column shows the average drawn down of the trades for the winners losers and all the trades for the symbol The draw down is the most given back during the trade All of the retracements during each trade are evalu ated then the program measures the draw down from the most extreme retracement during the trade 97 Best Exit The Best Exit column shows the average best exit of the trades for the winners losers and all the trades for the symbol The best exit is the percent change from the trade opening price to the highest high for longs or the lowest low for shorts in the trade Worst Exit The Worst Exit column shows the average worst exit of the trades for the winners losers and all the trades for the sym bol The worst exit is measured from the open of the trade Avg 114 yr Active WatchList Results By Symbol ades By Pointer Date la Plots Avg 32 yr J Export to the lowest low for longs or highest high for shorts of the trade Trades Clicking Trades
26. ment of the new WatchList in the Layout Click and drag the title tab away from its current location to undock it For more information on WatchList functionality refer to the Main WatchList section on page 69 Select WatchList Floating the mouse over Select WatchList shows the Personal WatchLists in the My WatchLists folder Select a WatchList from the list to add it to the current Layout H Save Layout N asdasd asdasfasf for the manual For the Manual My Favorite Stocks My New WatchList My Stocks I Own Picks Tester The selected Personal WatchList appears below the Main WatchList tabbed with the Rules Palette if that is also open Right clicking on the My WatchList tab brings up the options to float or dock the WatchList in the Layout Click and drag the title tab away from its current location to undock it For more information on using the My WatchList window refer to the Opening a Personal WatchList section on page 79 New ScratchPad Clicking New ScratchPad opnes a new ScratchPad window For more information on ScratchPad functionality refer to the ScratchPad section on page 129 Save Layout Clicking Save Layout saves the current Layout If it is a new Layout it will prompt to name and set the location of the new saved Layout If it is a Layout already named and saved previously it saves over the previous Layout with the current Layout Chapter updated Apr 2009 StockFinder Manual
27. notification This only matters at the Platinum service level with its streaming data stream Column Refresh Rate Column Refresh Rate option sets the refresh rate for the column superseding the WatchList Refresh Rate Sub Industry Sub Industry displays the Morningstar sub industry classifi cation for the stock if available Symbol Symbol shows by default Esit column the ticker exchange and company name You can edit this column to adjust what is displayed and how the displays are formatted Volume iii i Volume shows the current daily volume in hundreds b 100 000 shares is shown as 1000 Es Delete Column WatchList Refresh Rate The timer between the Add Column button and the Filter menu shows how long it s been since the WatchList informa tion was last refreshed Unless an item in the WatchList was set to its own refresh rate every column and scan light will refresh based on the WatchList Refresh Rate Floating the mouse over the timer shows both a F amp SALAM green right arrow and al e Filter Empty the menu down arrow ymbol lag Sub Inducte appear Click the green f Bullish we ee Baie arrow to immediately refresh all the WatchList items Click the down ar JAR row to set how often the WatchList refreshes If set Bullish H Always 5 Second 10 Second 15 Second 30 Second 1 Minute 2 Minute 5 Minute 10 Minute 15 Minute 30 Minute 1 Hour 8 Ho
28. same as the OTO Stock Quantity Shares but places a OCO order type timit x All or None F Price 0 01 Duration Day Order z Routing Default v Preview Order When Preview Order is clicked a Stock Order Preview window appears All of the order information cho sen in the ticket appears for review Clicking the Place Or der button transmits the order to the exchange marketplace for action via the OX account Clicking the Cancel button cancels the order optionsXpress Stock Order Preview Please Review your order carefully Change 0 37 AMAT APPLIED Pa Lirit 0 DAY Tha preview is paide fir pour penhection ao picasa neview al onie deini camiu Chetding the Pines Order buton will toram thia order belha eochange marketplace for scion Cancel Options Options presents the same choices as the Stocks tab above but is for placing an options order XSpreads X Spreads presents the choices and settings for placing an XSpreads order Covered Calls Covered Calls presents the choices and settings for placing a Covered Call order Chains Tab The Chains tab opens any chains available for the Active Symbol The symbol can be manually entered a symbol in that field but it defaults to the active symbol options Xpress John Dow ome Trade E Cors Poxtone O Ser sci Type Sapiretice MAAT Colts amp Puts Janm Symb lest Change Ski Ast AMAT 10 37 037 10 37 1038 0 La
29. 14 StockFinder Manual Chat Support Clicking Chat Support opens a browser to the chat support section of the Worden site Fill in a name and a question or comment and click Submit Question During business hours the question enters the support queue When an agent comes available a chat window opens Report Data Issues Clicking Report Data Issues opens the Email a Friend win dow The Email To is filled in with issues data worden com Explain any data issues bad ticks pricing data etc in the body under Subject When selecting Report Data Issues be sure the problem chart is open in the Layout A screen shot of the current chart is sent with the email to the data Support team Click Send to send the email Click Cancel to close the window without sending an email Debug Log Clicking Debug Log brings up the Debug tool This is used to diagnose any issues with the program Send Layout Clicking Send Layout opens the Email a Friend window The Email To is defaults to support worden com Click ing Send emails the Layout to the support team Explain any issues or questions about the Layout The Lay out is attached as a file to the email A screenshot of the current Layout is also sent to the support team Click Send to send the email Click Cancel to close the window without sending the email Take Screen Shot Clicking Take Screen Shot copies an image file of the current Layout to the Windows clipboard The im
30. 53 Chapter updated Apr StockFinder Manual Moving Averages 53 Exponential 53 Simple 53 Moving Down 58 Moving Up 57 My Blog 115 119 My Positions Interactive Brokers 10 optionsXpress 11 My Subscriptions 115 120 N Net Change 48 72 Colors 72 gt or lt 72 Period 72 New Chart 5 16 Column 76 Indicator 36 Layout 15 WatchList 6 New High 59 New Low 59 News Buzz 9 Source Properties 12 Next Symbol 16 Number of Long Trades 100 Number of Short Trades 100 Number of Trades 100 O Offset Moving Average 53 OHLC Bar 46 Open Layout 15 Layout Window 5 Personal WatchList 79 Open or Create WatchList 18 Open Trades 93 Options ScratchPad 132 optionsXpress 103 Account Login 103 All Positions 104 Current Positions 104 Login 11 My Positions 11 New Floating Chain 104 Pending Positions 104 2009 StockFinder Manual Submenu 11 Trade Center 11 104 Chains Tab 106 Docking 105 Orders Tab 107 Overview Tab 105 Positions Tab 107 Trade Tab 105 WatchLists 104 Overlay See also Watermark Pane 52 Visible Hidden 37 p Page Color ScratchPad 131 Paint Indicator with RealCode 49 Paint Indicator with RealCode 49 Paint Price when Passing 63 Pan and Zoom Bar 43 Pane Close 38 Controls 37 Copy 37 Equalize Size 28 Move 52 Move to Top Bottom 52 Move Up Down 38 Overlay 52 Paste 37 Pin 38 Panning 44 Paragraph ScratchPad 131 Passing Count 26 Percent 26 Password RealCo
31. All tab when selected shows all of the browsers avail able Clicking the Recent tab brings up the recently selected browsers The category pull down menu filters the list based on the selected category x Nasdaq Options x Stockhouse Options x MarketWatch Options x MarketCenter Options x Nasdaq Equity Options x Yahoo Finance Options x Quote com Insiders Options Exercises O00000 00 The Name and Shortcut column headers can be clicked to sort the library To open a browser double click the item from the list or select the item and click the Ok button g An Oppons for ALCOA NE Tahaii Finance Tamaz my El ik b ET a Timmy Hissit jij ami YAHOO FINANCE rau ee ged 0985 fade oe NEWS amp OPIN PERSONAL AIKANCE WY PORTROUGS gd len S JDG Jee ET LE Habek ckas ie imi E a pame e VSS 2018 jia 5524 iradas 100 PREE TRADES Options ADVERT Git View By Expeation Jan 08 Feb 00 ar 00 dud 0 tan 10 ftp 1 CALL OPTIONS Expos ot close Fri Jan 16 2000 WALDEN Smbe Symbol Last Chy Bid Ask voi Oe UNIVERSITY La BAEAN E 3 65 a w 550 3 g3 i AMARA TWO o 705 p ba a LaO AAASN i to 480 HO Tai lami ve 1 00 AAAA W pim 226 203 mtii 1 1 AAMAS Sa Aa 0a Tiam W672 Clicking Cancel closes the box without adding a browser to the Layout Once a browser is selected it is added to the Layout and stays synchronized with the active symbol These bro
32. BackScan an exit was not met For details on the information in this table refer to the Trades section on page 98 By Symbol Trades Open Trades By Pointer Date By Pointer Date generates a table showing all open trades at the date set by the pointer To activate the pointer either press the period key on the keyboard as a toggle or by click any blank area on the chart Move the pointer with the mouse to adjust the date used by the table The table 99 Bi __ log a E Drag Plot To a Chart WatchList Equity Line WatchList Buy amp Hold Line WatchList Equity vs Buy amp Hold Line of Trades of Long Trades of Short Trades of Listin A Trade T i i 3 information is identical to the Trades table For details on the information in this table refer to the Trades section on page 98 Plots Like the plots for a single symbol drag any plot from this list to the chart It includes the Equity and Buy and Hold plots for the entire list They work the same way as the plots for a single symbol There are several unique plots available in the Active WatchList Plots Number of Trades Dragging Number of Trades to the chart displays the num ber of open trades at any given time when the strategy was tested This gives a sense of how active the strategy was at different points in time Number of Long Trades The Number of Long Trades plot is like the Number of Trades plot but
33. Chart Bearish Kicking 10 fBullish Hammer 1 00 10 Dragging a Rule from the Palette to the BackScanner Rules makes it a trade rule for a BackScan For more information on the ways to use a Rule in a WatchList refer to the Scanning section on page 71 For more information on using a Rule in a BackScan refer to the BackScanner section on page 85 Right click any Rule in the palette for a list of options avail able for that Rule Combination Rule Rules can be combined PEENE together into one com g bination Rule A Com binatino Rule works like all other Rules but it contains a set of Rules grouped together 7 Select based on Indicator Create in RealCode _CreteCombo JE Create Sequence Color E v Drag Rules here to add 2 Delete Rule OK Clicking the Add Rule button then clicking Create Combo opens the Edit Combination Rule window At the top of the window is a field to name the Combination Rule To the right of the Name field is the color picker for setting the Combination Rule s color StockFinder Manual Adding Rules Click the PLUS button to add a Rule to the combination It will bring up a list of all the Rules on the chart available to the combo Rules can be click and dragged from the chart to the combo N My Rule Down Candle Gap Up Bearish Breakaway 10 Rule Grouping Once two or more Rules are added the can be grouped together in any combinat
34. Float Choose the window to tab the chart behind ee MS Minimize a Delete Dock Floating the mouse over bel Save Chart Rename Float Dock opens a menu of four Tab With locations above below left right Move the mouse to Minimize X Delete the relative location desired To dock the chart to the right of another window in the Layout choose Right Once a location is chosen a list of all available windows in the Layout appears Choose the window to dock the chart relative to Minimize Clicking Minimize minimizes the chart from the Layout it will not be visible The chart becomes listed on the bottom bar Click the chart name on that bar to restore it to the location where it was minimized it from Delete Selecting Delete gives the option of deleting the chart from the Layout This does NOT delete the saved version of the chart from the drive only from the active Layout Chart Header There are several buttons a menu text information and icons along the top of every chart Add Indicator Clicking the Add Indicator button brings up a menu Select Add Indicator Window Clicking Select brings up the Add Indicator to Main Chart window It has a library of every indicator provided by Wor den and any indicators created and saved To add an indicator from the library double click it from the list or select the indicator then click the OK button Click Cancel to close the Add I
35. Force Orde Contract Desc The Contract Desc area shows the symbol exchange and currency for the order Time in Force The Time in Force area is for setting the time in force and expiration date for the order Action The Action area sets the action for the order Quantity The Quantity area sets the number of shares for the order Order Details The Order Details area sets the type limit level and stop for the order Close Out Market If Close Out Market is selected a new orange Trade Slider appears at the current close of the stock Click the lightning bolt icon on the right of the slider to open an Order Ticket window The Order Ticket is split into five sections Click ing the save button top left corner to save the order for future use in another trade Click the Place Order button to execute the trade once the settings are correct Avg 21 Computer 109 Contract Desc Action Symbol BBBB Buy Sell Sell Short Exchange SMART Quantity Currency USD Shares 10 Order Details Type Limit Exp Date Limit 25 37 P Stop 0 00 Time In Force TIF Day r Place Order Cancel Contract Desc The Contract Desc area shows the symbol exchange and currency for the order Time in Force The Time in Force area is for setting the time in force and expiration date for the order Action The Action area sets the action for the order Quantity The Quantity area sets the num
36. Hot Keys Quick Search Shortcut s ssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Chart Shortcuts ssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Wat ch List Shorcuts sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Export Data EXPOlt ODUIOUS ssiisssanstinesnssicanstacasenvansaniavsivemianisnmnenaneass EXOT CDs isana Eea aeaa KEENE ScratchPad Adding ScratchPad siasa PRIN Content aereas snenia annan ainak Index 100 103 103 103 107 108 111 111 112 116 118 123 123 123 124 125 125 127 129 129 129 129 132 133 a Program Maps Basic Layout Map Top Menu pg 5 Icon Toolbar pg 15 Main Chart pg 23 A File Share Research Brokers Settings Windows Help A Data Status Steam S31 oo a 2 oo SS agr j Minutes 1 23 2009 4 00 PM K T HH l w stii Daily Last Update 9 05 AM gman LidIlL F1 A Il fe DIOLCRS LUT DI0UY Redutti r Il NEY Idu Add Indicator 1 Day F ae ee Alcoa Inc Standard and Poors 10 40 Price History MovAvg 21 i HIE TEE tL t ne ne i AA NYSE Alcoa Inc 2 AAPL Nasdaq Apple Inc 3 ABT NYSE Abbott Laboratories 4 UPS NYSE United Parcel Servic 5 AEP NYSE American Electric F 6 WYE NYSE Wyeth T HON NYSE Honeywell Internati 8 ALL NYSE Allstate Corporation 9 AMGN Nasdaq Amgen Inc 10 TWX NYSE Time Warner Inc ii AWP NYSE Avon Products Inc 12
37. Kraft Foods Inc FDX NYSE Fedex Corp a clicking on each symbol To select multiple symbols that are together in a list click the first one and while holding down the SHIFT key click the last one All selected symbols have a light blue background to the symbol cell WatchList Quick Menu Right clicking anywhere in the list of symbols opens a menu Jump to Symbol Clicking Jump to Symbol opens a Jump To window Type in a symbol or company name to make it the new Active Symbol Add to another List Floating the mouse over Add to another List brings up a submenu with three choices Current Symbol All Symbols Link Symbol from TeleChart Properties m Block Diagram Current Symbols Current Symbols adds the Active Symbol alone to another WatchList Selected Symbols Selected Symbols adds any selected symbols to another WatchList All Symbols Clicking All Symbols adds all the symbols in the current WatchList to another WatchList Select List After deciding on what symbols to add the Select List win dow opens This offers a list of all the Personal WatchLists available in the system Add the chosen symbol s to a new list by clicking New List at the top of this menu This creates a new Personal WatchList for the symbols to populate 78 StockFinder Manua Copy Clicking Copy copies either the current or all the selected symbols to the Windows clipboard To then paste these symbols i
38. Layout link inserts the current Layout in the entry Hyperlink Clicking the Hyperlink link opens the Hyperlink window Once the type and URL are chosen and entered the link is inserted in the entry Hypedink Information Type http URL gue Flash Clicking the Flash link opens the Insert Flash window Flash files from the computer or from the web can be in serted z Insert F E or URL Width Height 100 100 Background Color FFFFFF 117 Image Clicking the Zmage link opens the Open window Browse to the image file on the computer to upload and display it in the entry Categories Entries can have one or more categories By default the active symbol is already entered as a category Other categories can be added by typing the category in and clicking the Add button Entry Image A library of images is avail able to pick an image to ap pear to the left of an entry Click the Pick button to browse the image library Once an image is selected it appears below the image name and Pick button Source HTML View Clicking the Source tab changes the body view to HTML code Code can be enter directly in this tab Blog Reader StockFinder uses the Blog Reader to view blogs inside the program If the Reader is not already open in the Lay dial ESI out usually tabbed behind T BlogViewer y the Main Watchlist click J the View Blog button on the Icon Toolb
39. Manual optionsXpress Floating the mouse over optionsXpress opens a submenu with three choices To learn more about the optionsXpress interaction in StockFinder refer to the optionsXpress sec tion on page 103 Login Trade Center My Positions options X press Clicking Login opens a login _ screen Enter the username TUSE and password for an option sXpress account Open An Account Caneel Remember User name Trade Center If logged into an OX account and the Trade Center is not open clicking Trade Center opens the Trade Center for optionsXpress For more information on the option sXpress Trade Center refer to the Trade Center sec tion on page 104 My Positions If logged into an OX account but the My Positions Watch List is not open this opens the My Positions WatchList It contains all the positions from the OX account Settings The Settings menu in cludes all of the setting es Shortcuts options Ja Data Manager r ai Add Remove Data Shortcuts Clicking Shortcuts opens the User Shortcuts win dow for managing changing and creating shortcuts The current library of shortcuts is listed There are two col umns The Shortcut column shows the shortcut The Action to Perform column shows what happens if the shortcut is used Select any shortcut from the list and click the Edit button This window is for changing the shortcut and or action D
40. Menu To the right of the Trades to Show menu is the Sort menu This determines the order that the trades are shown in the table If the Descending option is checked the sort order is in descending order If unchecked the order is ascending There are eleven choices available in the menu Enter Date If Enter Date is selected the table is sorted on each trade s entry date and time Exit Date If Exit Date is selected the table is sorted on each trade s exit date and time Change If Change is selected the table is sorted on each trade s percent change Trade Length If Trade Length is selected the table is sorted on each trade s trade length in bars Enter Price If Enter Price is selected the table is sorted on each trade s price at entry Enter Reason If Enter Reason is selected the table is sorted on which rule was used to enter the trade Exit Reason If Exit Reason is selected the table is sorted on which rule was used to exit the trade Best Exit If Best Exit is selected the table is sorted on each trade s best exit value Draw Down If Draw Down is selected the table is sorted on each trade s draw down value Worst Exit If Worst Exit is selected the table is sorted on each trade s worst exit value Open Trades The Open Trades table is identical to the Trades table but only shows open trades Open trades are trades with an en try Rule met but by the last bar of the
41. Moving and Overlaying Plots sssssssusssennununnnnnnunnnnnnnnnnnn Settings for Popular IndicatorS s ssssssssussssnsurnnnnnnnnns Editing RealCode Indicators sssssssussssnnunnnnnnnrurnnnnnnnnnnn Rules Plot Indicator Based Rules ssssssssssususnnnnnunnnnnrunnnnnnnnnnnn Rule Palette ee en nn ee ee Combination Rul cesses Seguente FUNG sepsin RealCode Rule ssssssssnssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnna Delete Rule ssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnannn nnna Other Rule USeS sess WatchLists Main Watch List sscssescccsceececeeccceeccecscessssssssesseeesesseees Personal Watch List cccccccsccscccceccccecscccccssssssssesseesseseeees Custom WatchList Indexes Choose WatchList se sseecncesccecccncesecssvenseanicreastecnctecvareexteccees BOON Type ss Editing a Custom Watch List Index ssssssssssssssnnssnsnnnnnns BackScanner Active SymDoOl Results sssrinin Watch List RESIES siorcniinitonnii acs Brokers and Trade Sliders Interactive Broker sees OP TEOIS A PIES S ciais Eea aa TDAmeritrade sssssssssnsnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nanana Trade Sliders ssssssssssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnna Blogs Creating a BIOR sre Reviewing BVOGS sascsisaicncscisessascicssectacsncasetarenrenstnneecserastis Create Blog EDITICS siiicecctectierstcnccnsnccnncman Blog ROAGEN orien naaa NAKEN EERE Shortcuts and
42. Positions FF 1B All Positions EJ IB Long Positions EJ 1E Open Orders IE Short Positions optionsXpress When StockFinder is logged into an optionsXpress account it has access to WatchLists based on the activity in the ac count Trade Sliders and a Trade Center Account Login To login to an OX account on the top menu click the Bro kers menu go to optionsXpress then click Login 103 The optionsXpress Login window opens asking for a 7 E User name and Password 3x omms N s oon o Checking the Remember EE AEE tote cen User Name option at the bot r e a tom of the window uses the last user name entered The opton Xpresss Log user name will be remem optionsX press bered the next time a login J oon is attempted The Open An Account link navigates a f se browser to optionsXpress a PEREP web site for opening an ac Cancel count Once the user name ff F Remember User name and password are entered click the OK button to login OX Watch Lists When logged into the OX account there are three OX WatchLists available in the Main WatchList picker These can be opened in their own WatchList window by going to the Brokers menu on the top menu going to optionsXpress then clicking My Positions Standard and Poors 500 Compo searching for options on OptonsApress All Positions EI Options Press Current Positions K Optons press Pending Positions OptionsXpress All Positions This W
43. Results While Calculat ing 47 Show on Chart 64 Show Yesterday s Close 52 Show Yesterday s Close Line 49 Simple Moving average 53 Smart Measure Slide 58 59 Sort Scan Results 74 Stocks 74 Trade Table 93 Sort Columns 74 Sorting Bars Since True 63 Columns 74 Defined 2 Last Date True 63 Show in WatchList 63 Bars Since True 63 True ina Row 63 True in Period 64 Source HTML View 118 Speed Lines 33 Splitter Color 37 Splitter Size 37 Stochastics 53 Average type 53 Stochastics D 53 Avg Type 53 Stochastics K 53 Stop Loss 88 Strike Out ScratchPad 131 Sub Industry 73 Support Chat 14 Email 1 Phone 1 Symbol 73 Add remove 79 Add to another list 78 By report 96 Cell 77 Change 16 Copy 78 Dragging 80 Jump to 78 Lock 27 Next 16 Paste 80 Previous 16 Remove 80 Selecting 77 Symbol Buy amp Hold Line 94 Symbol Equity Line 94 Symbol Equity vs Buy amp Hold Line 94 System Requirements 1 T Tab All windows 14 BaseClass 25 Class 25 Code 25 Tabs with Chart 43 with chart 23 Take Screen Shot 14 TDAmeritrade 107 Current Positions 107 Login 10 107 Long Positions 108 Open new account 10 Pending Positions 108 Short Positions 108 Submenu 10 Trade Center 10 108 WatchLists 107 TeleChart Link symbol from 71 78 Use style jump to J Hotkey 13 Test Rule Add 85 At setting 86 Bars from now 87 Edit 86 Type 85 When condition is 87 Ticker Display 36
44. Rules but the WatchList will not be grouped by the scan priorities For more information on scanning refer to the Scan WatchList section on page 61 Symbol Cells Below the headers is the PMF main WatchList display This shows all of the compo nents of the Active Watch List unless a filter is in place Each cell is typically made up of the contents of the Symbol column any Scan Lights that may be present and on if the ticker passes the light s rule FDX Fedex Corp 9 DD NYSE E I du Pont de Ne Clicking the cell makes that ticker the Active Symbol for the Layout WatchList Footer At the bottom of the WatchList is a small footer that shows either the number of symbols in the Active WatchList or 1f a stock is selected in the WatchList both the number of total symbols in the list and where the Active Symbol falls on the list For example 1f it says 5 of 101 Items in WatchList it means there are 101 stocks in the WatchList and the Active symbol is the fifth stock on the list based on any sorts or scans that may be in place 37 of 100 Items in WatchList Selecting Symbols When clicking on a symbol to make it the Active Symbol it is also considered selected Selected symbols can be ffs mcp copied or dragged to any open Personal pine WatchLists To select more than one symbol hold down the CTRL key when IPM JPMorgan Chase an HD NYSE Home Depot Inc X 7 KFI NYSE
45. Save Layout As Clicking Save Layout As prompts for a name and location to save the Layout This is one way to save a Layout under a new name and or location Gave Layout As Type a name iw the mpat red ghocas the koldar bo tiva in Hame Fodder My Layouts Exit Clicking Exit closes StockFinder It prompts to save the current Layout Choosing Save brings up the Save Layout As box if the current Layout is an unnamed new Layout Choosing Save saves the current Layout if the Layout was previously named and saved Choosing Cancel stops the exiting of the program Share The Share menu allows emailing sharing and retrieval of shared charts and Layouts All of the share functions require an active internet connection Email Layout Email Chart Share Layout Share Chart Blog WatchList Browse other users shared items Email Layout Clicking Email Layout opens the Email a Friend window Enter the recipient s email address in the Email To field The account user name appears in the Your Name field but can be changed The email s subject can be entered in the Subject field The large text box below Subject is for entering a message for the body of the email Clicking Send sends an email to the recipient including the subject body text and a screenshot of the current Layout The current Layout is attached as a file to the email The recipient can save the attachment on their computer and open the Layout i
46. Styl SNOW Name Properties j Name The Name field shows the name the program uses to identify the plot Legend The Legend is the name that appears in the pane legend for the plot The name and the legend can be different Abbre viating the name of the plot in the legend field can conserve space in the pane s legend Include Name in Legend Checking the Include Name in Legend option puts the name of the plot in the actual legend of the pane In most cases this option should remain unchecked unless there is impor tant information in the name field that is not present in the legend field If the Name field is populated and the Legend field is empty checking the nclude option puts the name as the only text included in the pane legend If no text is in the Legend field and this option is not checked there is no text for the plot present in the legend on the chart Plot Style The Plot Style menu offers eight different styles for the plot All of these descrip P 9n cha tions assume the scale of the oma HLC Bar plot is not inverted Hanana Plot Style Dash Style par Candlestick Z Contributes Line Refresh Rate A OHLC Bar Bar The Bar plot style sets a solid column from zero to the value of the plot The most common indicators that use a bar plot style are Volume Bars and MACD Histogram PointAndFigure ShadeRegion Candlestick If the plot has only one value per data po
47. TEPS sssi 1 Quick Search Shortcut sssssunsunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 3 Top Menu 5 BW EEE E T E E E A 5 OS 2 i p E E E EE ee 7 Resear eson 8 BUS esiin Aa eee 10 SEOS a 11 WV OWS ciiin aaa aaa Saaai auaa Eaa 13 FEID p 14 Icon Toolbar 15 NOW Layo Ut iacaa onran naaa aaeeea Enana 15 ODER LAV OU aona 15 SAVE LAY OWE opicsisiceieannnasisnsninrsnsapienanszanasinnsnnnnneadsivdansisninvanneen 15 Add Or Create Chart seiiecccssccecteacesscasececaecsssusnesseeeriescees 15 Change Symbol sasaaa aa 16 Previous Symbol crainn 16 NESE SYT DOL cn 16 Shared ITEMS sssri aoin E REAR i 16 Open or Create WatchLiSt s ssssssssusessnnunnnnnnunnnnnnunnnnnnns 18 Show Hide Rule Palette ssaniu 18 Open New BackScan ssssssusussusunnunnnnunnununnnnnnnunnnnnnnnnnnnnnan 18 View BlOg sriin nn nea ENAS 18 Delete Ite iiia 18 Show Hide TOOI DAM eenen 19 Data SCAMS acca cas edetrcntccc acct cease EEEE AE EAN 19 Bottom Toolbar 21 Font Siz Contro lersnanennne a 21 Minimize MaximiZe WindOWS sssssssussssnsunnnnnnunnnnnnnnnnnn 21 Charts 23 Tle BB AY cen 23 Chart Header sassnssnsnnsnnnnnnnnnnnnnnnnnnnnnnnnnannnnnnnnnnnnnnnnnnnnnnnn 23 Chart Right Click Menu sssssssussssnnununnnnnnunnnnnnunnnnnnunnnnnnnn 36 Pane Controls sisson aaa aa E 37 Rule PO OU sssini aain ainaani Ean 38 Scale DiSplay S rivicikonionino ina 41 TaD S eee 43 Pali and Zoom Bak soceniei 43 Indicator Plots 45 Editing PIOUS crcs KEA AKE Rizhteclick OP GIONS sssrin
48. Value ima Price History The Greater Than Value ac i tion looks for the value of C225 niau k the plot to greater than or Y e equal to a certain value To set the minimum value allowed for the Rule to pass enter it in the gt Value field If the plot chosen in the Rule Plot menu needs to be at least a value of seven or greater then set the gt Value to 7 Less Than Value The Less Than Value action looks for the value of the plot to be less than or equal to a certain value Price History Less Than Value To set the maximum value allowed for the Rule to pass enter it in the lt Value field If the plot chosen in the Rule Plot menu needs to be at most a value of seven or less then set the lt Value to 7 Making New High This action looks for the plot versus its highest value for previous bars Price History Making New High The High Period field sets how far back the program looks to determine the previ ous high to compare the current value to For a 250 bar high set the High Period to 250 The slider sets if the current value should be challenging the new high close to at or above at the new high not Price History Making New High High Period 2504 True 1 a new high but matching a tae previous high or a breakout ee new high the current value At New High is greater than any value in Oaa the previous period The slider is inclusive of everything above
49. WatchList columns Sorting by a WatchList Column Sorting arranges symbol in order by a cer tain column value To sort by any WatchList click the column header Repeated clicks toggle from descend ing down arrow ascending up arrow and no sorting A list sorts by one column at a time Click on an un sorted column header and it becomes the sort for the list superseding any other sorts or scans To sort while keeping any scan groupings use the Sort Scan Results option see WatchList Column Options below for more on this WatchList Column Options When floating the mouse over any WatchList column header a small down arrow button appears on the right side of the header Click it for a menu of options E Net Change T er 1 00 10 Edit Ctrl Click Refresh Rate Sort Stocks Sort Scan Results Shift Click Block Diagram Save Column Delete Column Edit Edit opens the Edit Column window for that column Refresh Rate Clicking Refresh Rate opens ne lt lt a submenu that includes the EE Demma S am ability to refresh the column Ri occu oa immediately or set it on a Rees new different refresh rate then the jim i WatchList Refresh Rate aoe 74 StockFinder Manual Sort Stocks Clicking Sort Stocks is the same as clicking the header and sorting by the values in the column Each click toggles be tween descending ascending and no sort order Sort Scan Results If the WatchList has Scan Ligh
50. a Platinum subscription the Number of Intraday Bars option appears at the bottom This option works the same way as the daily setting but applies to any time frame below daily minute hourly etc Highlight any source and click Properties to bring up the properties of the selected source If the Properties button is grayed out the selected source does not have viewable properties 11 Source Properties Worden Minute Morningstar Company Financial Stats News Buzz Zacks Canadian Financials Fund Prices Morningstar Canadian Financial Stats Zacks US Financials Selecting any of the above sources and clicking the proper ties button opens the StockFinder Data Downloader This window is also available by double clicking the StockFinder Data Downloader in the system tray to the left of the clock on the task bar There are two tabs in the downloader Under the Minute Real Time tab is the activity screen showing packs that have been downloaded or are downloading Data Sources TeleChart Lists Funds Symbols Canadian Stocks Symbols ols Connected to Server latency 40ms Re Connect Activity 1 5 2009 4 00 00 PM 3008717 47 a 1 5 2009 4 00 00 PM 3008716 71 fy 1 5 2009 4 00 00 PM 3008715 177 1 5 2009 4 00 00 PM 3008714 180 1 5 2009 4 00 00 PM 3008713 88 1 5 2009 4 00 00 PM 3008712 91 Under the Activity window are number of connections Un der the connections is
51. a link for the Rule This information is saved with the Rule Click OK to go back to the chart The new Rule created appears to the right of the Add Rule button Sequence Rule Rules can be combined together into one Sequence Rule A Sequence Rule works like all other Rules but it contains a series of Rules grouped together that must pass in a specific order to pass the overall Rule Clicking the Add Rule but Koa ton then clicking Create PZE Sequence opens the Edit nC Sequence window Enter a Create Combo name in the Name field Set the color for the Sequence 22 296 13 20273 1017 241 8 Rule with the color picker in the top right corner Gy Select Create in RealCode Color I v i Span in Bars 20 Drag Rules here to add amp Delete Rule va eo Adding Rules Click the PLUS button to add a Rule to the sequence It will bring up a list of all the Rules on the chart available to the combo Rules can be click and dragged from the chart to the sequence 65 Sequence Order Once two or more Rules are added to the sequence the Rule order can be set and changed Treat each Rule in the se quence as an event The order dictates the order of the events needed to fulfill the sequence Above the Rule is the Span in Bars setting This sets how many bars are allowed to pass be tween the first and last Rule in the sequence In order for the Rule to pass be true the sequence of Rules must pass
52. ae je Click Share to share the Layout to the share library Click Cancel to stop the sharing and return to the Layout 7 Share Chart Clicking Share Chart shares the current chart to the Stock Finder community The Share My Item window opens Share Name is the name that the chart will be shared under Description is the information text shown in the share library Entering a password in the Password field requires the others to enter the password to open the shared Chart from the library Web Address attaches a web link to the shared chart Click Share to share the chart to the share library Click Cancel to stop the sharing and return to the Layout Browse other users shared items Clicking Browse other us ers shared items opens the Shared Items window At the top left is a Type to Search box Type in key f words to filter the lists of items Any shared item with the typed words in their title or description will appear LLALL Chas Hi wa Miki T em LAL Ti ae ir Below the Type to Search 5 et box are category tabs The eS AA k h j Fica voima Lae E Charts tab is in the fore Mogi 122008 2 A i DLDM 2 ground when the library is e nee EDG dog ee a opened All shared charts are listed under the Charts tab To see shared Layouts or WatchLists choose their respective tabs To review the items shared click the My Shared Items tab Under each tab lists the most recently shared items
53. are explanations of the settings for some of the common indicators available in StockFinder StockFinder Manual Volume Bars There is one unique setting for the Volume Bars plot To change how volume is displayed use the Display in s set ting By default it is set to 100 0000 as the raw volume is delivered in hundreds This means a volume number displayed as 1000 is a volume of 1 000 hundreds or 100 000 shares 100 000 is a hundred 1000 Edit Volume Bars Volume Bars Plot Style Bar v Vv To set the volume to display as actual volume change the Display in setting from 100 0000 to 1 0000 display in ones Moving Averages A moving average plot has three unique settings ain Colors gt Rules 4 Child Plots M Info MovAvg Average Tn MovAvg Period 30 Plot Style Line Dash Style Line Thickness Average Type There are three types of averages available Simple A simple moving average gives equal weight to each data point for the period If the period is 3 and the last three data points are 3 4 and 5 the most recent average value would be 3 4 5 3 4 divide by three because there are three data points Exponential An exponential moving average gives more weight to the more recent data If the data points are 3 4 and 5 with 3 being the most recent and 5 being the oldest the 3 has more of an influence on the value of the average than the 5 This causes t
54. available via the menu Opening a New Position At any time a new trade can be started by clicking anywhere in the Trade Slider area Immediately an orange Trade Slid er appears Drag the Trade Slider to the desired price point and click the lightning bolt icon then Show Trade Ticket to open the Order Ticket window The broker can be changed by clicking the broker icon in the Trade Slider Click the Place Order button to preview then place the order Click the Save button in the top right of the Order Ticket to save the order settings for later use The Order Ticket is broken into five areas Contract Desc The Contract Desc area shows the symbol exchange and currency for the order Time in Force The Time in Force area is for setting the time in force and expiration date for the order Action The Action area sets the action for the order Quantity The Quantity area sets the number of shares for the order Order Details The Order Details area sets the type limit level and stop for the order StockFinder uses www Blocks com to inte grate trade journals notes and blogging With the integration StockFinder offers the ability to create a personal record of thoughts on individual symbols and easy public blogging of ideas Creating a Blog The first step is to create and configure a personal Blog Entries to the blog can be private entries are not publically visible or public Opening Blog Reader N
55. blog a private stock journal Public If the Public anyone can view option is selected click ing the OK button will publish the entry The entry will be visible by anyone in their Blog Reader or in a browser navigated to the blog Subscribers If the Subscribers anyone who subscribes to your blog option is selected clicking the OK button will publish the entry The entry will be visible by anyone with a subscrip tion to the blog It is not visible to those that go to the blog but have not subscribed Specific Channels If the Also publish to specific channels option is selected clicking the OK button will publish the entry The entry will be visible to anyone on the selected channels Bold The Bold button toggles text from normal to bold If text is selected when this button is pressed it toggles the selected text from normal to bold Italic The talic button toggles text from normal to italicize If text 1s selected when this button is pressed it toggles the selected text from normal to italicize Chapter updated Apr 2009 Underline The Underline button toggles text from normal to underline If text is selected when this button is pressed it toggles the selected text from normal to underline Number List The Number List button toggles text from normal to a list format If text 1s selected when this button is pressed it toggles the selected text from normal to a list format Bullet List The Bullet List
56. button toggles text from normal to a list for mat If text is selected when this button is pressed it toggles the selected text from normal to a list format Entry Title Text entered in the New En try Title will be the title for the entry The title serves as the link on the blog to the full entry Entry Body The entry body area is the main body of the entry Text entered here will show in the body entry AoW sieg aunor E Normal Source HTML View The first several lines will be visible on the blog main page All of the text will be visible when anyone opens the full entry By default the chart from the Main Chart is inserted in the body of the entry More items can be inserted in the entry via the insert menu on the right Anything inserted can be removed from the entry by clicking on it then pressing the Delete key on the keyboard Insert lag Char Insert This menu offers a list of items that can be inserted into the entry E Layout e Hyperlink Chart Clicking the Chart link opens a Chart Image window This shows the chart last selected in the Layout To insert a dif ferent chart in the entry click that chart s title bar in the Layout before clicking the Chart link under Insert The size of the chart can be adjusted by the menu on the right By checking the Also share Chart File option the chart file will also insert for download in the entry Layout Clicking the
57. clicked on Clicking the Layout navigates to a Layout from StockFinder page showing the Layout Clicking on the View in Stock Finder link opens the exact layout from the blogger inside of StockFinder The Layout can then be saved like any Layout The Layout s StockFinder file is downloadable by clicking the Download File link Hyperlink Clicking an inserted hyperlink in an entry will navigate to the page linked Creating Blog Entries Entries can be made to the blog associated with the ac count within the Blog Read er To create a new entry go to the Blog Reader and click the New Entry button on the reader s toolbar This opens the NoteEditor window Create a new blog entry You can also type blog at any time to create a new blog Publishing and Formatting There are series of buttons in the top left corner of the No teEditor Publish Clicking the Publish button opens the Publish Blog Entry window There are four options available in this window 116 StockFinder Manual Publish Blog E Private Public anyone can view Subscribers anyone who subscribes to your blog Also publish to specific channels E WatchList Viewer Private If the Private option is selected clicking the OK button will publish the entry and the entry will not be visible by the public This is for any entries that are for private use only All entries to a blog can be made privately making the
58. color assigned to that Rule Scan Light Scan Lights are colored bubbles under a stock if it passes a Rule Scan Lights B Down Candle appear when a Rule is used scan to scan a WatchList and the symbol passes the Rule NYSE General Electric Co Sorting Sorting a WatchList takes a column of values to arrange the list in a set order Sorting a WatchList by the Symbol column arranges them in alphabetical order by ticker symbol Sorting a WatchList by a Percent Change column arranges the symbols by their percent change values Filtering Filtering a WatchList by a Rule limits the list to only the symbols passing the Rule on the most recent bar Any symbols not passing the Rule are hidden from view StockFinder Manual RealCode RealCode is a code language available in the program It is based on Microsoft Visual Basic with a few extra features The best resource for learning RealCode is the RealCode Reference Manual available on www StockFinder com or any book or online reference for Microsoft Visual Basic Quick Search Shortcut The Quick Search Shortcut fF Type Sharteut aT Hit Enter makes adding items to a Layout easy When in a f Layout with no other win 4 dows open type a forward slash to initiate the Quick Search The Quick Search Shortcut f gives access to all of the shortcuts Layouts charts FAS sochsa of ini tor Indicator E indicators and Rules avail i
59. each other s services and products All securities transactions are processed by TD AMERITRADE Inc Clicking Cancel closes the log in screen without logging in Checking the Remember UserID box auto fills the User ID for future logins Clicking the Open a new TDAmeritrade Account option opens a browser to an Online Account Application for TDAmeritrade Contact TDAmeritrade directly with ques tions on starting a new account After login the program opens the Trade Slider on the chart For more information on Trade Sliders go to that section of this chapter A new WatchList with the current TDAmeri trade holdings opens below the Main WatchList TD WatchLists This new WatchList window can be changed to any of the four TDAmeritrade specific WatchLists TDAmeritrade Current Positions Current Positions lists all the stocks currently in the account Click on any item in the list to make it the Active Symbol E TD AMERITRADE Current Positions f TD AMERITRADE Long Positions E TD AMERITRADE Pending Orders f TD AMERITRADE Short Positions There are three columns in this and the other three Watch Lists expand the WatchList to the right to see them iE 42 Items in WatchList 107 The Net column offers the current net standing for the hold ing The Shares column shows the number of shares held The Entry Price column shows the price entered Each column can be sorted by clicking on the hea
60. for the rule passing To sort the WatchList by this column click the column header Repeated clicks of the header toggles between as cending descending and no sort orders True in a Row When True in a Row 1s checked a numeric column L l Embol s nR is added to the Main Watch 5 AA NYSE List Alcoa Inc ISk 20 JNJ NYSE Johnson amp Johnson For every stock in the 21 DVN NYSE Devon Energy Corp WatchList a value appears in the column This value shows the number of bars in a row that the Rule passed was true The highest possible value for this column is limited by the number of bars the column is testing 22 GD NYSE General Dynamic Float the mouse over the column header and click the down arrow that appears then click Edit In the Edit window the Max Bars To Test value increases the number of bars the program should check for the rule passing To sort the WatchList by this column click the column header Repeated clicks of the header toggles between as cending descending and no sort orders 63 True in Period When True in Period is checked a numeric column Eee SS eee Symbol F Ford MotorCo is added to the Main Watch c Citigroup List For every stock in the E WatchList a value appears i Nia Gade ik in the column This value 4 Bac NYSE shows the percent of bars pa a tested that passed the Rule S A value of zero means the Rule never passed in the bars tested
61. in a Personal Watch List WatchList columns WatchList Scan Lights Rules on the chart Indicators on the chart and Filter Rules Symbols from a system maintained WatchLists like Stan dard and Poors 100 or Banking cannot be deleted These are maintained by the program Chapter updated Apr 2009 StockFinder Manual Show Hide Toolbar Clicking the Show Hide Toolbar button toggles the Icon menu and Data Status from visible to hidden Data Status The Data Status shows the date and or time of the latest update With Gold service it shows the date of the last update of the daily data With a Platinum service it Data Status RT 11 04 23 Show Hide Toolbar Click hereto Show or hide the top toolbar Hiding the toolbar gives you more room for your Layout Data Status RT 11 05 36 Daily Last Update 10 56 AM shows the daily update and the last time the real time data was updated 19 a Bottom Toolbar NYSE at Diagnostic Inc 6 ABT NYSE Abbott Laboratories 7 TAP NYSE Molson Coor Brew a ACE NYSE ACE Limited 9 UPS NYSE United Parcel Serwic ELELE 2 of 502 Items in Wata ist The Bottom Toolbar runs along the base of the program It has two main areas the Font Size Control and an area show ing any minimized windows in the Layout Font Size Control The Font Size control dictates the size of the fonts used in the program e StockFirader Fenris La ymai Aa Shara Risia Br
62. in order and within the total Span in Bars setting Name My Sequence Rule a Span in Bars 20 a Gdown Candle Goown Candle Qoown Candle 1 2 3 cui 4 5 cpu If the sequence of Rules passes in order in fewer bars than set in Span in Bars the sequence still passes The Span in Bars setting is the maximum number of bars allowed for the sequence between the first and last Rule The same Rule can be repeated in the sequence Multiple copies of the same Rule may appear in the sequence Once one or more Rules are added the options for the sequence Rule will appear on the right For more information on these options refer to the Using a Rule section on page 61 Tabs At the top of the window there are two tabs The Main tab is where the Rule is set the Info tab is contains a description and or a link for the Rule This information is saved with the Rule Click OK to go back to the chart The new Rule created appears to the right of the Add Rule button RealCode Rule Rules can be created based on RealCode To create a Re alCode Rule click the Add Rule button then click Create in RealCode This brings up the New RealCode Rule window asking foraname Name the Rule and click OK This opens the RealCode Editor The Save button in the top left saves the Rule This ea greal cube for revere N Help URL erewatocklinder com 4 s OK Mt Cancel 66 StockFinder Manual The Indicators Rules but
63. index for every bar present on the active symbol for the chart 26 StockFinder Manual The Recalculate Every setting sets how often the index will recalculate This only matters with StockFinder Platinum where new data is always streaming in when the market is trading Once this choice is made click Finish and the indicator should plot Number of Stocks Passing a Rule Number of Stocks Passing a Rule creates an indicator show ing how many stocks in a list are passing a specific Rule The Rule must already be on the chart After choosing Number of stocks passing a Eeee F Rule click Next acer re coer E fom Gard The wizard then asks for B oy the Rule from the chart to use for the index Select the Rule and click Next Three options are available for how the index should calculate Count Passing _ Count Passing counts the number of stocks in the list that pass the chosen Rule amp Coun Passing Percentage Passing Aare F Deere Sires essed Percent Passing Percent Passing gives the number of stocks in the list passing the Rule as a per centage of the total number of stocks in the list Average bars since passed The Average bars since passed option calculates the num ber of bars since the Rule was last true for each stock in the list It then averages and plots the average of that number The next step in the wizard asks how many bars to calculate the index for Choose for la
64. it only shows the number of long trades for the strategy Number of Short Trades The Number of Short Trades plot is like the Number of Trades plot but it only shows the number of short trades for the strategy Reports To Export v Summary 7 All Trades Trades Export Path C Users hofzinser Documents stock Finder craig_s BackScanner Reports a Plots Avg 114 yr Active WatchList Results By Symbol V Create Folder with Date Time Trades rtN By Pointer Date a Plots Avg 32 yr 100 of List in Trade The only difference between the of List in Trade plot and the Number of Trades plot is this is presented as a percent age vs the total number of stocks in the Active WatchList Export This is where the results of a BackScan can be exported to a file There are two tabs in the Export screen Export Active Symbol Export Active Symbol exports the BackScan information for the active symbol This tab has four options Once the options are set export the information using the Export Now button The file s created are Microsoft Office Excel Comma Separated Values file s You can open each file in most spreadsheet programs Summary If the Summary option is checked a summary of the Back Scan for the symbol is exported as its own file All Trades If the All Trades option is checked a file showing all the trades for the symbol is exported as its own file
65. link on the Blocks com toolbar is the i My Subscriptions link This Peter Worde Blog opens a submenu of all the J Try Catch blogs subscribed to Any AJ blog can be added to the subscription list by clicking the Subscribe to Blog link on the right sidebar of the particular blog Subscribe m Clicking one of the blogs in the subscription list navi gates the Reader to that blog This lists all of the entries on the blog with the more recent entries first On the right sidebar is the archive for accessing entries from past months A Ton Catenones Sign Out Sign In If the link reads Sign In then clicking it allows a sign in to Blocks com When signed in it will read Welcome X with X being the account user name When signed in it is possible to access My Blog and My Subscriptions post com ments and make new entries Slgn Out Welcome Craig_ If the link reads Sign Out then clicking it signs the currently signed in account out Right Toolbar Along the right of all blogs is the Right Toolbar with several items and links Blog Home Clicking the Blog Home link navigates to the blog associ ated with the account Blog Home Blog Admin Blog Admin Blog Admin only appears when signed into Blocks com and looking at the blog associated with the sign in There are five links under Blog Admin New Entry Clicking New Entry link is the same as clicking the New Entry button For more information
66. offer a value of zero for the average it has been zero bars since the Rule last passed it is passing on that bar Calculation Settings All Custom Indexes bring up a Calculation Settings screen during the Wizard This sets how many bars the index uses to calculate and plot for Choose calculation settings Calculate Index for last bars 2 for all history on chart Recalculate every 10 Minutes The first option limits the bars to a certain number of bars If selected and set it to 500 then the index plots 500 bars on the chart Gif 500 bars are available Choosing for all history on chart causes the the index to calculate as far back as the Price History has bars on the chart or as far back as the WatchList can calculate The screen also sets often the index should recalculate This only matters at the Platinum service level where new data is constantly streaming into the program when the market is open Recalculate every Minute 2 Minutes 5 Minutes f V0Minutes 15 Minutes 30 Minutes After making the calculation decisions click Finish to plot the index on the chart Editing a Custom WatchList Index To return to the Wizard once the index is plotted click on the index and choosing Edit Custom Index in the top right corner of the Edit screen that appears Count of Gown Candle Plot Style Line Dash Sole Line Theres Show las indicator value m F Draw On Char Show Old Reaalta
67. order All orders ask to confirm the order Trade Sliders With Trade Sliders once can visually review open trades and visually execute trades on the chart in any of the brokers compatible with StockFinder To open the Trade Slider bar click the Show Hide Trade Sliders button at the top of the chart A vertical space opens to the right of the price scale This is where one can see and create Trade Sliders StockFinder must be connected to one of the brokers to see Trade Sliders Chapter updated Jul 2009 Reviewing Trades When the symbol on the chart is a stock with an open posi tion a Trade Slider appears at the average cost level of the position To the right of the Slider is a green or red bar that runs from the Slider to the current price of the stock This bar represents the profit or loss of the current position Main Chart F1 X E OptionsXPress Curre v fu ROUNE cam s tea Symbol 1 AAPL Nasdaq Apple Inc 2 AMAT Nasdaq Applied Materials Inc 3 AMZN Nasdaq Amazon Com Inc 4 BA NYSE Boeing Co J Symbol Scan i 3 AMZN Nasdaq Amazon Com Inc 4 BA NYSE Boeing Co 5 BBBB Nasdaq Blackboard 6 CCE NYSE Within the slider one can see the type of position the number of shares in the posi tion and the net profit or loss of the position In the bot tom left corner of the Slider is an icon for the broker that the position is held with Itis possible to have more than on slider on a
68. prompt Adding or remov ing data requires a restart of StockFinder Clicking YES restarts StockFinder and starts the add remove procedure Clicking NO closes the prompt StockFinder Data Installer After clicking YES the program restarts and opens the StockFinder Data Installer This lists all of the available data packages for the program with the option to install or uninstall each All data packages require a particular service level Go to www StockFinder com or call 800 776 4940 for details on the different service levels At the bottom of the installer is the Change Data Location button Clicking it will cause a prompt to appear asking to shut down the program StockFinder must shutdown to change the data location Clicking YES shuts down the pro gram Clicking NO reverts back to the installer Chapter updated Apr 2009 StockFinder Manual StockFinder Data Installer Install StockFinder data packages The data packages below are available to install Check the Install checkbox and hit next to continue US End of Day Data i Uninstall Approx Size 200 megabytes i US RealTime Minute Data ace Uninstall Approx Size 4 7 gigabytes ee US Historical Fundamentals and Financial Stats by Morningstar ae Approx Size 600 megabytes US Zacks Estimates and Rati A l Ta Uninstall Approx Size 1 0 gigabytes n NewsBuzz Uninstall Approx Size 0 megabytes US Mutual Funds i Uninstall Approx
69. removes the symbol from the list If multiple symbols are selected using SHIFT or CTRL they all can be dragged to the trash can TE oe SS SN and Poors 100 Component Stocks ire Wal Mart Stores 1 of 100 Item WatchList DETIDO O or so xta Ca 1 AA YSE Alcoa Inc 2 AAPL Nasdaq Quick Menu Right click in a Personal WatchList go to Remove from List to remove the current or selected symbols fe My Favorte tos ve e 2a2symbse Be Symbol Orme N Jump To Symbol Add Symbols Manually Add To Another List gt Remove From List N gt B Current Symbol StockFinder Manual Deleting Personal WatchLists When in the WatchList picker all Personal WatchLists have an X icon to the right of their names Clicking this icon deletes the list EET My Favorite Stocks Type To Search ey for the manual For the Manual My Favorite Stocks Renaming Personal WatchLists To the right of the WatchList picker when looking at a Personal WatchList is the rename button Click it to change the name and or the image associated with the list Sharing Personal WatchLists When looking at a Personal WatchList to the right of the Rename button is the Share Personal WatchList button When clicked the Share My Item window appears Give the WatchList a name the name of the WatchList is already filled in but can be changed There is an area to offer a description a pa
70. section on page 23 Login to Broker Copy Pane Chart Properties Pane Properties Create Report Window Create Screen Cap Add Rule Clicking Add Rule brings up the Add Rule window Select any Rule on the list to add it to the chart For more informa tion on the Add Rule window refer to the Rules section on page 57 Create New Clicking Create New opens a submenu of seven items 36 Add Indicator Add Rule Create New Indicator with RealCode Login to Broker Rule with RealCode Copy Pane Rule based on an Indicator Paste Combo Rule Email Chart Sequence Rule Chart Properties Custom Index ee Indicator Block Diagram Indicator with RealCode Clicking Indicator with RealCode starts the process of creating a new indicator based on RealCode After nam ing the new plot a new code window opens For informa tion on RealCode download the RealCode Reference at www sStockFinder com Rule with RealCode Clicking Rule with RealCode creates a new Rule based on RealCode After naming the new Rule a new code window opens For information on RealCode download the Real Code Reference at www StockFinder com Rule based on an indicator Clicking Rule based on an indicator opens the Add Rule window This creates a new Rule based on any plot on the chart For more information on the Add Rule window refer to the Plot Indicator Based Rules section on page 57 Combo Rule Clicking Combo Rule opens the
71. shapes to mark the close last for the plot It is similar to the Line style without a connec tion between each data point There are two settings for this style Shape Shape determines the shape to mark the plot values Shape Size Shape Size determines the size of the shape The larger the number the bigger the shape will be marking the plot value Draw on Chart The Draw on Chart option when checked shows the plot on the chart Uncheck the Draw on Chart option to make the indicator plot without being visible This is useful if the plot is used by another indicator or Rule 7 Draw On Chart Show Old Results While Calculating Show Old Results While Calculating When checked the plot will show the last calculated values as it calculates new values based on any new data available When unchecked the plot will not be visible as it recalcu lates This setting is only important for those with Platinum service level where new data is constantly coming in during trading hours The Refresh Rate setting determines how often the plot is calculated Scaling Method This is another way to adjust the scale used by the plot For more information on scaling refer to the Scale Displays sec tion of this manual Scaling Method Loganthmic Edit Scale 7 Contributes To Scaling 47 Contributes to Scaling When Contributes to Scaling is checked the plot impacts the highest and lowest values of the scal
72. than a jump from 135 to 140 even though both are a 5 tick increase It is very similar visually to a log scale but the visual dis tance is calculated exponentially instead of logarithmically Invert Scale When Invert Scale is checked the scale will be inverted The larger numbers will be at the bottom of the scale the smaller numbers will be at the top of the scale Add Horizontal Pointer Selecting Add Horizontal Pointer adds a horizontal pointer to the scale Grab and drag the line to any value on the scale Right clicking the pointer and choosing Properties opens the Properties window for the pointer There are several options available in Properties Allow Drag If Allow Drag is set to TRUE the line can be manually dragged on the chart If this is set to FALSE the line cannot be manually dragged Back Color Back Color determines the background color of the value label StockFinder Manual Pro perties Horizontal Pointer True ES Highlight Solid True True False I Red 100 Line Size in pixels 1 Name Horizontal Pointer Outline Color Highlight Text RequiredServiceLevels Step Size 0 01 Text Color Highlight Text Text Font Arial Spt Text Format 0 00 Value to draw line at 37 2399979 Dash Style Dash Style sets the style of the horizontal line Draw Value Box If Draw Value Box is set to TRUE there is a label for the value of the line If this is set to FALSE the value label is not visible L
73. the indexing status If the downloader is indexing downloaded packs it will show here Any errors are listed in the error box at the bottom of the downloader At the top right is a Re Connect button Click ing it will cause the downloader to attempt to connect to the Minute Source The Daily Data tab shows the update history for all non minute feeds Pressing the Force Update button will cause the downloader to check for any new available data Nor mally this is done automatically The X it in the top right of the window closes it 12 StockFinder Manual Source Properties Canadian Stocks Prices US Stocks Prices Selecting and viewing the properties of any of the above sources gives the option to load all of the price data into memory for the source If the machine has enough RAM checking the Load All Price Data into Memory option speeds up the performance of many functions in the pro gram including scanning on price and load times moving from chart to chart Data Sources US Stocks Lists News Buzz Funds Lists Canadian Industry Groups US Stocks Prices Properties Load All Price Data into memory This will require about 346 mega bytes of memory OK _Cancet_ Clicking the Show StockFinder Data Downloader button opens the downloader See the previous Source Properties section above to learn more about the data downloader Add Remove Data Clicking Add Remove Data opens a Add Remove Data
74. the plotted indicators on the chart Choose the indicator to average for the WatchList The next screen gives two choices Selecting All Stocks in WatchList uses every stock in the WatchList to create the index Selecting Stocks Ranked At uses a slider to limit which stocks will be used in the index calculation The rankings are based on the values of the indicator for each stock Choosing Top on the slider takes only the stocks with the highest values for the indicator on each bar and av 81 Create indicator from the following Indicator Price History E MovAvg 21 W Volume Bars MovAvg 50 erages them to create the index Choosing Median only uses the stocks with the median indicator values Bottom means only those stocks with the lowest values for the indicator in the list will be used to calculate the average at each bar Calculate for which stocks Choose which stocks to calculate index for All stocks in WatchList Stocks ranked at Several indexes can be created based on the same indica tor and WatchList but based on stocks with different value ranks for the indicator at each bar Number of Stocks Passing a Rule The Number of Stocks Passing a Rule choice creates an index based on if the stocks in the WatchList pass a rule on from chart Once it is selected click the Next button to open the Choose Rule screen This lists all of all the Rules on the chart The Rule must already be on the chart before
75. the value of one period If the Net Change Period is set to one and the Time Frame is set to 1 and Day then the column will show the 1 day net change If the Net Change Period is set to four and the Time Frame is set to 4 and Week the column will show the four week net change Highlight Changes Highlight Changes sets a color notification of any changes in the column value Use the pull down menu to determine the type of color notification and the picker to set the color of the notification This only matters at the Platinum service level with its streaming data stream Column Refresh Rate Column Refresh Rate sets the refresh rate for the col umn superseding the Watch List Refresh Rate Column Name Percent Change Ascending o Descending Boo se Mv gt or lt 0 0000 Change Period 1 Hms Dy o o Percent Change Tiime Frame 1 Percent Change displays the percent change of the price Highlight Changes for each symbol Edit the i column for more options a Delete Column 75 And Colors To can set the color and opacity of the cell if the number is greater than or equal to the gt or lt number by setting the Color The Color sets the cell background for any values that are less than the value in the gt or lt field gt or lt Field The gt or lt is the value that determines 1f the cell uses the Color or the Color for its background Any values greater than
76. the wizard starts Select the Rule to use and click Next to bring up the next screen This has three different methods for calculating the index 82 StockFinder Manual Count Passing The Count Passing option means the index gives the count of the number of stocks in the WatchList that are passing the Rule for each bar The larger the WatchList the greater the values for the index can be If all the stocks pass the Rule on a particular bar then the value for the index on that bar will be the number of stocks in the WatchList Create index from the following rule Down Candle Gap Down Bullish Hammer 1 00 10 Percentage Passing This option means the index gives the percentage of stocks in the list that pass the Rule for each bar The size of the WatchList has no impact on how large the values for the index can be The largest value possible for the index will be 100 if all the stocks pass the Rule on that bar and the lowest possible value will be zero if no stocks pass the Rule on that bar Count Passing Percentage Passing Average bars since passed Chapter updated Apr 2009 StockFinder Manual Average Bars Since Passed This option means the index averages the number of bars since the Rule last passed for each stock A value of 10 for the index means that on average it was 10 bars since the Rule was last passed for each stock If a stock passes the Rule on a particular bar it will
77. their StockFinder i Emai A Frand al Bring to Front Clicking Bring to Front puts the selected plot as the top most plot Any other plots in the same pane will draw below or behind the plot 52 dF ACD k I i AY AN Ar N N Arn A ILULKR F Ingel V anua j f A Block Diagram Clicking Block Diagram opens the Properties window for the plot This window shows the Block Diagram generating the plot The diagram can be changed Move Pane to Top Bottom When Move Pane to Top Bottom is selected the pane con taining the plot is moved up or down to the top or bottom of the chart Moving and Overlaying Plots A plot can be grabbed by clicking and dragging the plot itself or by clicking and dragging its name in the legend Once grabbed drag the plot from its current pane to the desired location Release the mouse and it asks if to overlay or move the pane Fr Move Pane Overlay Move Pane Selecting Move Pane moves the entire pane that contained the indicator dragged to the location Overlay If Overlay is selected the plot grabbed overlays in the pane It brings its own scale with it and won t be scaled with the other items in its new pane Right click the placed plot to scale it with another group in the pane Settings for Popular Indicators Many indicators plots have some unique settings in their Edit screens There are no universally right wrong better or worse settings What follows
78. total trades Next the average trade duration is calculated by totalling the trade durations for each of the symbol s trades and dividing by the total number of trades The final Ann Return Trade figure is calculated using the following formula Avg Percent Change per Trade 365 Avg Trade Duration In intuitive terms the Ann Return Trade figure is calculated by multiplying the average amount returned per trade by the number of trades that would have been possible in a year given the typical trade duration The Ann Return Trade provides the ability to compare dif ferent strategies to each other though they may result in trade durations that are very different from one another Don t confuse this with the actual annual return for the sym bol which would simply be the sum of all trade returns over a year Report Category Columns There are three different categories of trades given for each of the nine result rows Clicking on a trade a row high lights the trade in blue in the chart window Winners Any trade that closed at a profit is categorized as a winner All of the results for the winning trades are given in this column 92 StockFinder Manual Losers Any trade that closed at a loss is categorized as a loser All of the results for the losing trades are given in this column Total The Total column shows the results for all the winning los ing and break even trades in the BackScan Trades Tra
79. was passed If set to 1 then the trade is executed the bar after the Rule was passed Think of now in Bars from Now as the bar that passed the Rule When Condition is When Condition is can be set to True or False If set to True the Trade Rule is executes if the Rule passes is True for the bar If set to False the Trade Rule ex ecutes if the Rule does not pass is False for the bar Trade Based Rules A Trade Based Rule is a Trade Rule that depends on the status of an open trade As a result a Trade Based Rule cannot open a trade A Trade Based Rule can only close or keep a trade open Bbackscannen Results Trades la Plots Awg 329o yr Active WatchList To add a Trade Based Rule to the BackScan click the Add Trade Based Rule link at the top of the Rule section of the BackScanner After clicking the link the Trade Based Rule is added and the edit window for the Trade Based Rule is opened The Trade Based Rule Edit window has two sections Condition The Condition section is where the Trade Based Rule s type is set Clicking the menu under the Condi tion label brings up five choices Trade Length Trade Length looks at the number of bars since the trade was open to execute the action Trade lengths are compared two different ways Comparison The Comparison menu has two choices Greater Than Greater Than requires that the trade length is longer than the bar
80. while Caleubsting Scaling Method Aathmetic 7 Coniibules To Saira Edl Scale Reiresh Rae 10 Minutt Lam Refreshed a113 f 83 10 BackScanner BackScanner allows one to create a set of trade and test rules then tests those rules on historical data to see how H they performed BackScans f are created with any com bination of chart Rules and Trade Based Rules One can get performance reports on individual symbols or entire WatchLists Add Trade Based Rule Rules Drag Rules Here To Test Current Symbol Results Trades a Plots Active WatchList Results By Symbol Trades Open Trades By Pointer Date a Plots J Export Manual Start Date 1 9 08 03 54 Manual End Date 1 9 09 03 5 One can also plot the BackScan s results on the charts for visual analysis of the test To open a new BackScan click the BackScanner button on the Icon Toolbar BackScans are saved with Layouts To save a BackScan save the Layout it s in There can be as many instances of BackScanner open as desired within the same Layout The BackScanner window is split into two sections On the left is the BackScanner Menu That menu is split into four sections Rules Active Symbol Reports WatchList Reports and Export Click an item with a icon to the left of it the right side of the BackScan window shows that section s items Rules There are two types of rules used in a BackScan Rules from your charts and T
81. with the contents of the Window Clipboard with the shortcut CTRL V or the Paste 130 StockFinder Manual action under the File menu Individual content in the file can be selected by clicking and dragging to highlight the particular content Copy When content is selected in the file clicking Copy copies the content to the Window Clipboard Cut When content is selected in the file clicking Cut removes the content in the file and copies it to the Window Clipboard Paste Clicking Paste inserts any copied or cut content in the Win dow Clipboard where the cursor sits in the ScratchPad file Insert Image Clicking Insert Image opens a folder browser Locate and select an image file to insert it in the current ScratchPad file JPEG GIF PNG and Bitmap files formats are valid Scratch Pad image formats Font Clicking the Font menu opens a list of eight options Paragraph Bulle Select Font Font Color Select Font FP Clicking Select Font opens a Italic standard Font selection win dow If text is selected when Select Font is clicked the font settings chosen in the Font window changes the font settings for the selected text If no text is selected when Select Font is clicked the font settings are used for new text entered The Font window sets the font size style script and effects for text Underline StrikeQut Normal Page Color a Times New Roman Traditional
82. 0 ticks between each of the grid lines Below that are some quick scaling options Click on one to change how price is scaled Clicking A makes the chart an arithmetic scale each grid line is the same visual distance Clicking L makes the scale logarithmic Each line is the same number of ticks but the grid lines will get visually closer to each other as the scale numbers increase This scaling is based on percentage moves In a log scale a jump from 10 to 20 100 increase has the same visual distance as a jump from 20 to 40 also a 100 increase Clicking changes the scale to fixed percent distance between the grid lines The percent distance is shown in red above the AL X line The percentage can be adjusted manually when editing the price scale opening the Scale Editor Clicking X sets the scale to an exponential scaling Each grid line is the same value distance but the grid lines space visually based on exponential growth This means a jump from 75 to 80 has a larger visual distance on the chart than a jump from 135 to 140 even though both are a 5 tick increase It is very similar visually to a log scale but the visual dis tance is calculated exponentially instead of logarithmically Plot Scale Options Click a scale display brings up a short menu with eight options LE V Arithmetic Logarithmic Fixed Log Exponential Invert Scale Add Horizontal Pointer Edit Scale Editor iE ae Clicking Edit op
83. 20 complete circles imam 61 80 The From and To fields lun am manually set the start and fj 261 80 end point based on the value J 0 5 629 and date for each Change 40 Ea I the values with the spinners 12194 00 5147 e To change the date bar for Delete Drawing 30 the start or end use the left and right arrows on the right of the value box Click the Delete Drawing link to remove the line Fibonacci Retracement Click Fibonacci Retracement from the menu After select ing this click at the start of the desired trend and drag to the end of that trend The levels automatically draw and calculate for the drawn line Floating the mouse over the originally drawn line the only non horizontal line causes three boxes to appear at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point of the line Grab the midpoint box to move the entire line The levels will recalculate if the line is changed Click any box to open the QuickEdit for the retracement There the color of the line and its opacity set to 100 by default are set Toggle any fib level on or off or change the default levels Fibonacci Retracement to any value The From and Coor Ly 02 To fields manually set the ur 23 60 start and end point based on i 2n the value and date for each To change the value use the ur 100 00 spinner or manually edit the 161 20 value To change
84. 6 Data Add Remove 12 Change location 13 Downloader 12 Export 6 125 129 Custom 125 Options 125 126 Path 125 Source 125 Import Files from Blocks 3 x 13 Installer 12 Load price into memory 12 Manager 11 Report issues 14 Sheet 8 Sources list 11 Starting Service 1 Status 19 Date Manual Start or End 90 Debug Log 14 Delete Chart 23 Column 75 Item 18 Layout 5 Personal WatchList 80 Rule 62 66 Symbol 80 Delimiter 126 Dock Chart 23 Downloading StockFinder 1 Draw Down 91 93 94 95 Drawing Tools 28 Fans Gann Fans 33 Chapter updated Apr 2009 StockFinder Manual Speed Lines 33 Fibonacci Arc 30 Fan 30 Retracement 30 Time Zones 31 Lines 28 Andrew s Pitchfork 29 Horizontal Line 29 Quadrant Lines 29 Tirone Levels 29 Trend Line 28 Vertical Line 29 Regressions 31 Channel 32 Error Channel 32 Line 31 Raff Channel 32 Shapes Arrows 34 Chart Text 34 Ellipse 34 Rectangle 34 Value Label 34 Draw on Chart 47 E Edit RealCode indicator 54 Shortcut Indicator 24 Ellipse 34 Email Chart 7 17 27 37 Indicator 52 Layout 7 16 Enable RealCode Debugging 13 Enter Date 93 Enter Price 93 Enter Reason 94 Entry Date and Time 92 Entry Image 118 Entry Price 93 Entry Rule 93 Entry Title 117 Error Channel 32 Error report 25 Exit Program 7 Exit All 86 Exit Date 93 Exit Date and Time 93 Exit Price 93 Exit Reason 94 Exit Rule 93 Exponential 42 51 Moving av
85. 9 57 Combination 36 39 RealCode 36 39 Sequence 36 40 Create new 50 Crossing Down Through 60 Crossing Down Through Value 60 Crossing Up Through 60 Crossing Up Through Value 60 Defined 2 Delete 62 66 Filter by 71 Footer 38 for BackScanner 85 Greater Than Value 59 Info 64 Last Date True 63 Less Than Value 59 List based on plot 50 Making New High 59 Making New Low 59 Measure Type 57 Move Period 58 59 Moving Down 58 Moving Up 57 Number of Stocks Passing 26 82 Paint plot with 49 Paint Price when Passing 63 Palette 64 Show Hide 14 18 Percent Passing 26 82 Plot based 57 Print 35 Priority Changing 62 Priority coloring 49 Ranks in Bottom of WatchList 60 Ranks in Top of WatchList 60 RealCode 66 Create 39 Reference in RealCode 25 Rules Tab 50 Scanning 77 Select 38 Sequence Rule 36 65 Adding Rules 65 Sequence Order 66 Show in WatchList 63 Show on Chart 64 Smart Measure Slide 58 Test Add 85 At setting 86 Bars from now 87 Edit 86 Type 85 When condition 1s 87 to filter by 73 Trade Based See Trade Based Rules StockFinder Manual True in Period 64 True X of X Bars 61 Using 61 Rule Priority 90 S Save As Layout 7 As System shortcuts 11 Chart 23 27 Column 74 Indicator 25 Layout 6 15 Scale Arithmetic 42 51 Contributes to 48 Display 41 Edit 51 Editor 41 Exponential 42 51 Fixed Log 42 51 Font 42 Invert 42 Logarithmic 42 51 Plot options 41 Setting type 41 Submenu 51 With 52 Sca
86. AXP NYSE American Express Co 13 BA NYSE 41 Volume Bars MovAvg 50 Boeing Co 550000 i4 BAX NYSE SOOO00 Baxter International 450000 400000 AS00001 EELEE SOUT 15 WZ NYSE Verizon Communic 16 BHI NYSE Baker Hughes Inc i7 BK NYS The Bank of New Y is COW NYSE Covidien Ltd i9 BMY NYSE Bristol Myers Squib 20 BNI NYSE Burlington Nth Sant 21 CAT NYSE Caterpillar Inc Cvx NYSE Chevron Corp j 200000 i bil 307 14 71 28 4 1118 35 7 8 1229 6 13 20 273 10 17 M1 8 15 72795 1 23 09 4 00 n 2008 Jul 2008 Oct 2008 Nov 2008 Dec 2008 Jan 2009 i 7 F j ECL S Watch List pg 69 Pan and Zoom Bar pg 43 Bottom Toolbar pg 21 WatchList Map WatchList Properties pg 69 Filter pg 73 WatchList Picker pg 69 Main Watchlist Standard and Poors 100 Comp Filter Empty co T oe Volane Baw J PAL ad WatchList Refresh Rate pg 73 Add Column pg 71 Sort Column pg 74 vi Chart Map Drawing Tools pg 28 Trade Sliders pg 108 Time Frame Picker pg 27 Daily Change pg 36 F Main Chart Fi xX i Blocks Com Blog Reader F2 a PS ee x I H oy A W q 2 1 fa Lock Symbol pg 27 Pane Controls pg 37 Scale Display pg 41 a i ia ie of ee N Mile 53499 96 13 20 273 10 17 241 8 15 22295 12 20 Ye 4m Oct 2008 N
87. Arabic Trebuchet MS F Trendy Tunga O Verdana Effects E Strikeout E Underline Chapter updated Apr 2009 StockFinder Manual Font Color Clicking Font Color opens a standard Color window If text 1s selected when Font Color is clicked the color of the selected text will re flect the color chosen in the Color window If text is not selected when Color is clicked the next text typed will use the color selected in the Color window The Color window allows the choice of basic colors or the creation of custom colors Clicking the OK button closes the Color window Basic colors ime f imi eg ie ie i f Bee Eee ee ERR NENENE EE EE EEE Custom colors Bn ff fn Bn ff ne Define Custom Colors gt Bold Clicking Bold makes any selected text bold If the selected text is already bold clicking Bold removes the bold status If no text is selected when Bold is clicked the following text typed will be bold Italic Clicking Bold makes any selected text bold If the selected text is already bold clicking Bold removes the bold status If no text is selected when Bold is clicked the following text typed will be bold Keep an eye on the Dow this week Underline Clicking Underline makes eet avevein tee Dow mack any selected text underlined If the selected text is already underlined clicking Underline removes the underlined sta tus If no text is selected when Underline is clicked t
88. Clicking Cancel closes the log in screen without log ging in Remember UserID TD AMERITRADE Inc and Worden Brothers Inc are separate unaffiliated companies and are not responsible for each other s services and products All securities transactions are processed by TD AMERITRADE Inc Checking the Remember UserID box will auto fill the UserID in the future A password will still be required Clicking the Open a new TDAMERITRADE Account option opens a browser pointed to an Online Account Application for TD AMERITRADE Contact them for any questions on starting a new account After logging into an account with the correct UserID and password the program opens the Trade Slider area on the chart For more information on Trade Sliders refer to the Trade Sliders section on page 108 A new WatchList also opens below the Main WatchList showing the current TDAMERITRADE holdings This lists all the stocks currently in the account Click on any item in the list to bring up the chart for that stock There are three columns in this WatchList expand the WatchList to the right to see them 10 StockFinder Manual The Net column offers the ieem current net for the holding The Shares column shows the number of shares held The Entry Price column shows the price entered Each column can be sorted by clicking on the header For more information on other WatchList functions refer to the Main Watch L
89. Edit Combination Rule window Add Rules to the combo to create a combination Rule For more information on the Edit Combination Rule window refer to the Combination Rule section on page 64 Sequence Rule Clicking Sequence Rule opens the Edit Sequence window For more information on the Edit Sequence window refer to the Sequence Rule section on page 65 Custom Index Clicking Custom Index opens the New Custom WatchList Wizard For more information on the Custom WatchList Wizard refer to the Custom WatchList Indexes section on page 81 Indicator Block Diagram Clicking Indicator Block Diagram opens the New Plot win dow Name the new indicator choose the plot type and what to scale it with After clicking OK a new Properties window opens with a Numeric Plot ready for a custom Block Dia gram to feed it a series of dates and numbers StockFinder Manual Login to Broker Floating the mouse over Login to Broker opens a submenu of all the brokers available for login via StockFinder Click the desired broker to login to an account with that broker Copy Pane Clicking Copy Pane copies the pane right clicked in The pane can later be pasted elsewhere with the paste command Paste Clicking Paste pastes the last pane or indicator copied Email Chart Clicking Email a Chart emails the current chart For more information on emailing charts see the Email Chart section of this chapter Chart Properties C
90. If checked any RealCode paint brush replaces the base Paint Indicator with RealCode Edit color setting Rules still have a higher priority than the RealCode paint brush To edit or create the RealCode paint brush click the Edit link to the right of the option For more information on using RealCode download the RealCode Reference manual on www StockFinder com 49 Rules The Rules tab is to review and create Rules based on the edited plot Edit Price History Create New Rule O Top 10 of List Price History Values New Low 50 Move Up Quickly gt Delete Plot Create New Rule Clicking the Create New Rule link opens the Add Rule win dow for creating a new Rule based on the plot For more information on creating Rules refer to the Rules chapter of this manual List of Rules based on Plot If there are any Rules on the chart that are based on the plot they appear in the window below the Create New Rule link The list gives the color and name of the Rule Click the Rule s name to bring up the Edit Rule window for that Rule Click the X icon to the right of the Rule to delete the Rule from the chart For more information on creating and editing Rules refer to the Plot Indicator Based Rules section on page 57 Child Plots The Child Plots tab is for adding and reviewing child plots for a plot A child plot is any indicator that is based on the plot and on the same scale as the plot Common chi
91. K Cancel opens a menu where you can set the type for the Test Rule Buy Long Edit Trade Rule Clicking Buy Long makes it a Buy Test Rule If a stock passes the Rule BackScan ner will open a historical long position based on At Setting and Bars From Now setting chosen Remain Short Remain in Trade 86 StockFinder Manual Sell Clicking Sell makes it a Sell Test Rule If a stock passes the Rule BackScanner will close an opened historical long position based on At Setting and Bars From Now setting chosen Sell Short Clicking Sell Short makes it a Sell Short Test Rule If a stock passes the Rule BackScanner will open a historical short position based on At Setting and Bars From Now set ting chosen Buy Cover Clicking Buy Cover creates a Buy Cover Test Rule If a stock passes the Rule BackScanner will close an opened historical short position based on At Setting and Bars From Now setting chosen Exit All Clicking Exit All makes it an Exit Test Rule If a stock passes the Rule BackScanner will close any opened histori cal long or short position based on At Setting and Bars From Now setting chosen Remain Long Clicking Remain Long makes it a Stay in Trade Test Rule If a stock passes the Rule BackScanner will keep an historical long position open regardless of any exit or sell rules that have a lower priority Remain Short Clicking Remain Short makes it a Stay in Trade Test Rule If a stock
92. OT need StockFinder to view the screenshot of the chart Share Layout Clicking Share Layout shares the current Layout to the StockFinder community If itis an unnamed New Layout it will promps to save and name the Layout If it is already a saved Layout the prompt will not appear Share to other users Share Name Description Type here to describe the item you are sharing Password optional Web Address optional http Aww your blog com The Share My Item screen appears Share Name is the name that the Layout will be shared with Description is the infor mation text shown in the share library Entering a password requires a password for others to open the shared Layout from the library Web Address attaches a web link to the shared Layout Click Share to share the Layout to the share library Click Cancel to stop the sharing and return to the Layout Share Chart Clicking Share Chart shares the current chart to the Stock Finder community The Share My Item screen appears Share Name is the name that the chart will be shared under Description is the infor mation text shown in the share library Entering a password requires a password for others to open the shared chart from the library Web Address attaches a web link to the shared chart Click Share to share the chart to the share library Click Cancel to stop the sharing and return to the Layout Browse other users shared items Clicking Browse
93. OX account optionsXpress John Doe Ea S llas Loa off Overview Trade E Chains gt Positions Orders John Doe s Account 7 520 40 9 182 85 Current Positions Value Money Markets amp Cash 1 662 45 Stock Buying Power 5 549 56 Option Buy Power 3 662 23 Symbol Last Change Bid Ask Time 90 58 2 12 90 56 90 56 12 00AM Tade Chain Trade Center Buttons In the top right corner of the Trade Center are four buttons New Floating Chain Clicking the New Float ing Chain button opens a new window which can be docked like the Trade Cen ter Chapter updated Jul 2009 StockFinder Manual This new window is the same as the Chains tab Refer to the Chains Tab below for more information on what appears in this new window There is no limit to the number of OX Chains windows that can be opened in a Layout Toggle Quote Bar Clicking the Toggle Quote Bar button hides or reveals the quote bar at the bottom Toggle Quote Bar of the window The bar shows the Active Symbol its last price the change for the most recent trading day the most recent Bid and Ask volume time and two links Symbol Last Change Bid Ask Time 90 58 2 12 90 56 90 56 12 00 AM Trade Chain Trade The Trade link opens a trade ticket For more information on trade tickets in the Trade Center refer to the Trade Tab section of this manual below Chain The Chains link opens the Chains tab
94. Personal WatchList within the Main WatchList click the Watch List Picker and either type in the name of the list filtering the library of WatchLists or by click the Personal Tab at ipine the top of the picker Click Hrer wstchusi My Stocks Cran the name of the Personal B Tester WatchList to open it inside the Main WatchList a a a a a a a a a ot Inside My WatchList My WatchList is a separate WatchList window from the Main WatchList It allows one to look at a Personal WatchList while having an other WatchList open in the Standard and Poors 100 Component Stocks v CJE J Symbol Gap Down 1 WMT NYSE D T MCD NYSE Wal Mart Stores Inc Mcdonalds Cop 3 JPM NYSE 4 HD NYSE JPMorgan Chase an Home Depot Inc Main WatchList Dee NYSE 8 TGT To open a Personal Watch rre e List in its own My WatchList damien window click File then Se m oo ED lect WatchList cE This opens a submenu of all the Personal WatchLists in the system Click the name of the WatchList and it will open in its own My WatchList below the Main WatchList Adding and Removing Symbols There are several ways to add and remove symbols to a Personal WatchList Add Symbols When a Personal WatchList is open the Add Symbols button is available in the top right corner of the WatchList window Clicking it opens an Add Symbols to Watch List window Type in any ticke
95. QuickEdit for the line There the color of the line and its opacity set to 100 by default can be set The value of the line can be set manually with the Position field To change the value use the spinner or manually edit the value Click the Delete Drawing link to remove the line Vertical Line After clicking the Vertical Line from the menu click the location on the chart where the line should fall Floating the mouse over the line causes a box to appear at the midpoint of the line Grab and drag the midpoint box to move the entire line Click the box to open the QuickEdit Both the color of the line and its opacity set to 100 by default are set there The date bar where the line is drawn is set manually with the Position field To change the bar where the line is drawn use the spinner Click the Delete Drawing link to remove the line Andrew s Pitchfork After selecting Andrew s Pitchfork start drawing at the be ginning of the desired trend end the drawing by releasing the mouse Floating the mouse over the pitchfork causes four boxes appear One box falls at the base of the fork The second box falls at the center of the fork The last two fall at the outer tines of the fork Grab and drag any of the boxes to change their location Clicking a box opens the QuickEdit With the QuickEdit the color of the line and its opacity set to 100 by default may be set Three of the points values and
96. Report Result Rows There are nine different rows of results given for each of the three category columns Trades The Trades row shows the number of trades that were executed in the BackScan for each of the three categories The number of trades for the Winners and Losers categories will add up to the number of trades in the Total category unless there were trades that broke even neither a winner nor a loser Return Trade The Return Trade row shows the average return per trade for each category If there were two winning trades that returned 10 and 20 then it will show 15 under the Winners category 15 is the average of 10 and 20 Time Trade The Time Trade row shows the average length of the trades in bars for each of the trades If there were two winning trades that were 20 and 30 bars long then it will show 25 under the Winners category 25 is the average of 20 and 30 Best Exit The Best Exit shows the average best exit for every trade in each category The best exit is the percent change from the trade opening price to the highest high for longs or the lowest low for shorts in the trade If a long trade opens at 10 and at one point trades up to 20 before closing at 15 the best exit will be 100 measured from 10 open to 20 highest high The only two points used to measure the best exit is the opening trade price and the trade s highest high for longs or the trade s lowest low for shorts
97. Rule vok cance Once two or more Rules are added to the sequence the Rule order can be set and changed Treat each Rule in the sequence as an event The order dic tates the order of the events needed to fulfill the sequence Above the Rule is the Span in Bars setting This sets how many bars are allowed to pass between the first and last Rule in the sequence In order for the Rule to pass be true 40 the sequence of Rules must pass in order and within the total Span in Bars setting Name My Sequence Rule Span in Bars 20 If the sequence of Rules passes in order in fewer bars than set in Span in Bars the sequence still passes The Span in Bars setting is the maximum number of bars allowed for the se quence between the first and last Rule 1 Qbowncandle 2 QDownCandle 3 cap Up 4 QDowncandle 5 cap Up The same Rule can be repeated in the sequence Multiple copies of the same Rule may appear in the sequence Once one or more Rules are added the options for using the se quence Rule will appear on the right For more information on these options refer to the Using a Rule section on page 61 At the top of the window there are two tabs The Main tab is where the Rule is set the Info tab is contains a description and or a link for the Rule This information is saved with the Rule Click OK to go back to the chart The new Rule you created will appear to the right of the Add Rule button
98. SPY did establish a trading range of sorts for the remainder of the day In fact SPY did Most Discussed The Most Discussed tab lists the entries with the most com ments posted to them Comments can be made at the bottom of any entry Highest Rated Most Read Most Discussed Searching For A System 7 Ihave been getting familiar with Telechart 2007 and StockFinder for the last month or so Iam devistated by what happened to my portfolio in 2008 a PTRAX Now here s a Winner Minimal Draw Down Plentiful Dividends and it has started 2009 off with a wonderful climb This fund would surely insulate the smart investor from los SWIM still up despite investigations by several law firms Thinkorswim Group SWIM still finished up 0 14 of 1 76 yesterday despite the fact that at least 4 law firms are investigating their Board of Direct in My Blog The second item on the Blocks com toolbar is the My Blog link Clicking it brings up the blog associated with the account This lists all of the entries with the more recent entries first On the right sidebar is the archive for accessing entries from past months Most Recent The third item on the Blocks com toolbar is the Most Recent link Clicking it brings up the most recent blog entries The list can be filtered using the filter options under header The resulting list shows the most recent entries based on the filters checked Most Rece
99. Sects Lono Term EMA Fiter Indicator able in the system To add or open any of these f items start typing part of the name candlestick For example the easiest way Conte Indicator a to add the Down Candle amp Rule is to type down can dle and choose it from the filtered list The UP and DOWN arrows on the keyboard can move the selection highlight up or down To add the indicator stochastics type stochastics To open a new candlestick chart type candlestick and pick the candlestick chart from the filtered menu File Share Research Fa File The File menu includes functions relating to Lay outs Share Research B New Layout Open Layout Recent Layouts New Chart Select Chart Export Data New Layout Clicking New Layout closes the current Layout and opens a new default Layout New WatchList The program asks if the Select WatchList current Layout should be saved Selecting Save saves the Layout before opening the new one Selecting Discard Changes closes the current Layout without sav ing and opens a new Layout Selecting Cancel stops the opening of the new Layout New ScratchPad Save Layout Save Layout As Open Layout Clicking Open Layout opens the Open Layout window It includes all of the saved Layouts as well as Layouts created by Worden Type in the Type to filter list box to filter the Layouts based on the char
100. Size 200 megabytes I Canadian Basic Daily End of Day Uninstall Approx Size 80 megabytes Canadian Fundamental Criteria by Morningstar Approx Size 100 megabytes Required Hard Drive Space 0 MB Uninstall ChangeDataLocatin lt Back Next meane Change Data Location After clicking YES the program shuts down and opens a Browse for Folder window Either select or make a new folder to install StockFinder data to Click OK after select ing the desired folder to move the data to the selected loca tion Click CANCEL will close the change procedure Open StockFinder again from the shortcut Options Selecting Options brings up the StockFinder Global Settings window There are two tabs on the left General The Authentication Timeout defaults to 20 seconds For slower internet connections increase the timeout value Checking the Enable RealCode Debugging allows code de bugging within StockFinder Check out the RealCode Pro grammer s Reference available on www StockFinder com for more information on RealCode Checking the Navigate Background Browsers option makes any tabbed browsers navigate automatically when the Ac tive Symbol is changed Otherwise the browsers will only a StockFinder Global Settings General Authentication Timeout 20 gt Seconds ms Processor Enable Code Debugging requires restart of program Navigate Background Browsers may slow down symbol changing Use Tel
101. abel Only If Label Only is set to TRUE the line is not visible but the value box is assuming the Draw Value Box is also set to TRUE If this is set to FALSE the line and the value box are visible assuming the Draw Value Box is also set to TRUE Line Color Line Color determines the color of the horizontal line Line Opacity Line Opacity sets the opacity of the line Line size in pixels Line size in pixels determines the size or thickness of the horizontal line Name Name sets the name of the line If connecting other objects to this line naming it can be helpful This name is the name that shows up in Block Diagrams Outline Color Outline Color sets the color of the outline of the value label Step Size Step Size sets the increment that the line moves up or down when dragged Text Color Text Color sets the color of the text in the value label Text Font Text Font sets the font and size for the value label Value to draw line at The Value to draw line at setting allows you to manually set where the value line is drawn If combined with a FALSE in the Allow Draw setting the line is set in a specific place without fear of mistakenly dragging it to another value Hide If Hide is selected the scale is not visible To make the scale visible again right click a plot using that scale go to Scal ing and click Show Tabs Any windows can be tabbed with each other The windows are layered on top of ea
102. acci Time Zones Click Fibonacci Time Zones from the menu Once selected click at the start of the desired trend and drag to the end of that trend The zones automatically draw and calculate for the drawn line If the mouse is floated over the originally drawn line non vertical three boxes appear at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point of the line Click and grab the mid point box to move the entire JJ color line The fan recalculates if the length of the drawn line is changed Fibonacci Time Zones 100 From 11 21 4 00 2317 lt e To 11 284 00 4531 sfe Delete Drawing Click any box to open the QuickEdit for the zones There the color of the lines and their opacity set to 100 by default can be set The From and To fields manually set the start and end point based on the value and date for each To change the value use the spinner or manually edit the value To change the date bar for the start or end use the left and right arrows on the right of the value box Click the Delete Drawing link to remove the line Regressions There are four types of Regression drawing tools available Regression Line After selecting Regression Line click and drag the mouse between the two bars to measure The slope of the line is automatically calculated based on the data covered by the line If the mouse is floated over th
103. acters typed For example typing My Favorite limits the library list to only the Layouts with My Favorite in their names If no Layouts match the typed text the li brary will appear empty In the top right of the box is the Browse button Click ing it brings up the folder browser for exploring folders outside the default My Layouts folder Select a folder that contains Layout files to populate the Open Layout list There are three tabs below the Type to filter list box Select ing All shows all Layouts Selecting Recent shows recently opened Layouts Selecting Saved shows all saved Layouts Choosing a category from the Category menu filters the list based on the category selected Brokers ral Settings Windows Help i Clicking on the Name header or the Shortcut header toggles the sort direction for each column Name Shortcut E 3 l i A Candidate strategy positive 090508 I candle amp Channel Buster amp Channel Busters pOOoooooooos Float the mouse over the blue nfo button on the far right of any Layout to view the Layout s description No text appears if the Layout has no saved description Click OK to open the selected Layout from the library A prompt to save changes to the current Layout will appears Click Cancel to abort the opening of the Layout Right clicking any Layout on the list gives the option to delete the Layout Recent La
104. age can be pasted into any other program using that program s paste feature like a word processor or email About Clicking About opens the About StockFinder window This shows the build version all the file versions assemblies and upgrade information Click the Copy to Clipboard option to copy all of the About information to the Windows clipboard It can then be pasted into an email or any window program via that program s paste z function en Adiera Coe Jarterce WNPLS d Core rte P Click OK or Close to close fj erase this window re ratryrerts A wom Aora Jamo Chapter updated Apr 2009 New Layout Clicking the New Layout button closes the j current Layout and opens a new default Lay out containing a WatchList Blog Reader and a Main Chart It will ask if the current Lay out should be saved Select ing Save saves the Layout before opening of the new one Selecting Discard Changes closes the current Layout without saving and opens a new Layout Selecting Cancel stops the opening of a new Layout Open Layout Clicking the Open Layout button opens an Open Layout box It includes all of the Lay outs saved and loaded by Worden Type in the Type to filter list box to filter the Layout list based on the characters typed For example typing the words My Favorite limits the library list to only the Layouts with My Favorite in their names If no Layouts match the t
105. alifies the crossing For actual crosses set the slider to the top Crossing For stocks approaching or threatening to cross move the slider down to Almost Cross ing or Pretty Close or lower The slider is inclusive of everything above it so sliding down to Almost Crossing includes those that did cross For Price History to cross up through its moving average set the Rule Plot to Price History the Action to Crossing Up Through MovAvg X and the slider to Crossing Crossing Down Through X The Crossing Down Through Rule X action looks for the plot to Price History cross down through another ssingDown Through MovA 7 plot on the same scale as the Tue 1 Crossing plot chosen in the Rule Plot Almost Crossing menu above it of 1 Bars The Rule Plot s value on the current bar will be below the value of the other plot and the value of the Rule Plot in the previous bar will be above the value of the other plot The slider qualifies the crossing For actual crosses set the slider to the top Crossing For stocks approaching or threatening to cross move the slider down to Almost Cross ing or Pretty Close or lower The slider is inclusive of everything above it so sliding down to Almost Crossing includes those that did cross Chapter updated Apr 2009 Q d am Aly I om al A NA TATA f yLOCKrINder IVianual For Price History to cross down through its moving average set the Rule Plot to Pri
106. an or click the down arrow and use the calendar control to set the end date Time Frame At the top right of the Rules section is the ability to set the time frame of the Back Main Chart Scan BackScans are run 1 Day and calculated based on bars This setting determines how much time is encompassed in each bar This works much like the time frame for charts see the Charts chap Main Chat dl ter of this manual for more 1 Day Law information on chart time Main Chart Time Frame Price frames Manual 90 StockFinder Manual Choose a chart thus choos ing its time frame or manu ally set the time frame If Manual a small Time Frame window appears to select the manual Time Frame for the BackScan Any Rules from charts used in the BackScan will use their chart s time frame to determine if a stock passes the rule but all executions and results for the BackScan are based on this BackScan Time Frame setting Rule Priority When a BackScan is run it always checks the Rules from top to bottom 1 then 2 then 3 etc The first rule to pass from top to bottom is executed If a Rule falls lower in the priority than a Rule that passed it 1s ignored The first Rule to pass on the tested bar is used and all others that fall below it are not tested or used Add Trade Based Rule 1 Buy at next Open Price History Breakout New High 50 2 Exit at next Open Percent Change Greater than 5 00 4 Sell at next Open B
107. ar then click Blog Reader 118 New Blog Entry Publish WatchList C do ge k r A yn al im A A ir SLOCK Inger IV anNu di Reader Toolbar At the top of the Reader window is the Reader Toolbar with several buttons Some work like a typical browser but oth ers are unique to the Reader j O Craig s Corner at Blocks com MastR it Mv Suhsrrintinns Back Forward The Back and Forward buttons work like any browser To navigate to the last page viewed click the Back button If at a pre viously navigated page click Forward to move ahead in the navigation history Stop The Stop button stops any current navigation attempts by the Reader Refresh The Refresh button refreshes the current page It navigates again to the current page Home The Home button navigates to the page assigned to My Blog Page Name To the right of the Home button is the current page s name New Entry The New Entry button when clicked brings up the Note Editor window For more information on creating new entries refer to the Creating Blog Entries section on page 116 Blog Settings Clicking the Blog Settings button opens the Configure in Blog Settings window This shows and allows changes to the publication URL Site URL account user name and password for the blog At the bottom are two options amp Configure your blog settings for StockFinder StockFinder Manual Public
108. ased on Indicator Create in RealCode Create Combo Create Sequence Select Clicking Select opens the Add Rule window Type in the Type to filter list box to filter the library of Rules available The list filters down based on what was typed Category All Shortcut _ Bearish Advance Block _ Bearish Belt Hold Bearish Breakaway Bearish Dark Cloud Cover Bearish Deliberation Bearish Doji Star Bearish Downside Gap Three Methods Bearish Downside Tasuki Gap Bearish Engulfing Edit Shortcut Clicking the Create New button is the selecting Create in RealCode from the previous menu Clicking the Browse button opens an Open window appears for navigating to another folder of Rules If there is another folder on the machine that contains Rules select that folder to populate the window There are three tabs above the list of Rules All If the A tab is selected all the Rules available in the default folder are visible Recent If the Recent tab is selected the list shows the most recently used Rules from the library Saved If the Saved tab is selected only saved Rules are shown Below the tabs is the Category menu If left at All it shows all of the Rules If another category is selected it only shows the Rules that meet that category StockFinder Manual Below the Category pull down is the library of Rules The list can be sorted by either the name or the s
109. ata point has an open value it is not shown in a HLC Bar Dash Style The Dash Style sets the style of the bar s outline If set to solid the outline of the candles will be solid The other set tings break up the bar into dashes dots or some combination of the two Line A line plot takes the value for the data point and plots at that value The value is connected by a line to the values at the previous and next if available data point The line that connects the data point is the straightest direct line between data point values The connecting line has no data behind it The line is only a connector of values of the data points Plot Style Line Dash Style Solid Line Thickness 1 If the data point has more than one value i e an open high low close last the close or last value is used by the plot for the data point unless otherwise specified or changed Dash Style The Dash Style determines the style of the line If set to solid the line will be solid The other settings break up the line into dashes dots or some combination of the two Line Thickness The Line Thickness sets the size or thickness of the line chart The larger the number the thicker the line will appear OHLC Bar If the plot has only one value per data point date this style is identical to a line plot style If the plot has an open high low and close last for each data point it plots as an OHLC Bar The OHLC Bar has thr
110. atchList contains every ticker that is or was a position in the account It includes all open and closed positions Making one of the symbols the Active Symbol will bring up the chart if the symbol is available in one of the StockFinder data sources For more information on WatchLists refer to the WatchLists section on page 69 Brokers Settings Windows Help StockFinder Manual OptionsXpress Current Positions G 7 The Current Positions 7 gt B WatchList contains every CE current open position in the account Making one of the symbols the Active Symbol will bring up the chart if the symbol is available in one of the StockFinder data sources For more informa i Aug 2008 tion on WatchLists refer to NVDA g 3 3 NVIDIA Coarnoratinn the WatchLists section on fifi tems in watchtist page 69 OptionsXpress Pending Positions The Pending Positions WatchList contains every closed po sition in the account Making one of the symbols the Active Symbol brings up the chart if the symbol is available in one of the StockFinder data sources For more information on WatchLists refer to the WatchLists section on page 69 Trade Center To open the OX Trade Cen ter click the Brokers menu on the top menu go to op b gt a tionsXpress then click Trade Teen DEE Center This opens a new EEEE v Postions la Trade Center window At the top of the window is the OX logo and the name on the
111. ation URL https craig s blocks com metaweblogapi ash Site URL http craig s blocks com UserName craig_s Password Insert Chart Image on New Post Share Chart on new post Clicking the Insert Chart Image on New Post option will automatically insert a chart into a new entry when the New Entry button is pressed The Share Chart on new post op tion when checked automatically shares a chart on any new entries Clicking the Remove Blog button removes the blog associ ated with the account A new blog can be created and con figured after this is pressed Tab Clicking the Tab button Ry toggles the Blog Reader f 4i window from floating in ig the Layout to being tabbed with the Main Chart of the Layout nal Click to Toggle between tabbed and floating Blocks com Toolbar Along the top of any blog or the main Blocks com page is a black toolbar with five links Blocks Com l ly Blog Most Recent My Subscriptions Blocks com The first item on the Blocks com toolbar is the Blocks com link Clicking it brings up the main page for Blocks com Below the header are four tabs under the Recent Entries subject Highest Rated The Highest Rated tab lists the highest rated entries made on Blocks com Click the title of any entry to navigate to the entry Entries increase their rating when someone clicks the Recommend this link at the bottom of any entry Blocks Com The Plac
112. authority Granted the indicator is still below the zero line but this suggests we saw a healthy surge of intraday buying The price bars are still red because my Volume Weighted MACD center pane has not yet completed a positive crossover though it s very close Price is now knocking on the door of its 20 hour moving average which it has remained below since the downturn from the January 6 high a Recommend thi amp Jump To SPY View in StockFinder This opens the exact chart Mr Worden used in the entry If the chart contains any RealCode elements the Trust Center will appear first Click Accept to accept the code Deny to open the chart without the code element or Always Trust Peter Worden to bypass this window in the future when opening RealCode items from Peter Worden A new chart opens tabbed with the Main Chart The chart can be saved or changed like any chart in StockFinder For more information on charts refer to the Charts section on page 23 Download File Clicking Download File downloads the chart file to a de sired location RealCode le Trust Center This chart contains RealCode that was authored by someone other than you If you trust the author s click Accept Original Author PeterWorden Last Edited By PeterWorden Edit History Original Author PeterWorden Accept Deny Always Trust PeterWorden Right Toolbar There are several links avail Wisssudanu able on
113. ays display the close or only value at that bar Click and drag to change the location of the label at any time Right click the label to bring up the label s QuickEdit There the color and opacity of the label and what values should be shown in the label are set The date and the value position of the label can be changed At the bottom set what the value label is attached to and if it should be drawn just on the active symbol or all the symbols in your system Click the Delete Drawing link to remove the label Up Down Left and Right Arrows Once one of the four arrows are selected click where to draw the arrow The arrow can always be clicked and dragged to a new location Click the arrow to bring up the arrow s QuickEdit In the QuickEdit the arrow s color and opacity are set Its value and date location can also be set manually Click the Delete Drawing link to remove the arrow Show Hide Trade Sliders Clicking the Show Hide Trade Sliders but ton toggles the visibility of the Trade Sliders area to the right of the price scale For more information on using Trade Sliders refer to the Trade Sliders section on page 108 StockFinder Manual Print Chart Clicking Print Chart opens the Print Chart Window Clicking OK opens the print op eration for the computer Adjust the printer settings as needed then click Print to print the chart Clicking the Cancel button can cels the chart printing
114. background Any value less than that number use the Color Net Change Period The Net Change Period sets the period for the change The default 1 means the net change is from the most recent time frame bar to the previous one If changed to 10 it will present the 10 bar net change Change Period Tiime Frame 1 amp Highlight Changes Column Refresh Rate g Delete Column 72 StockFinder Manual Time Frame Time Frame sets the time frame of the change The default Day sets the value of one period If the Net Change Period is set to 1 and the Time Frame is set to 1 and Day then the column will show the 1 day net change If the Net Change Period is set to 4 and the Time Frame is set to 4 and Week the column will show the four week net change Highlight Changes The Highlight Changes option sets a color notification of any changes in the column value Use the pull down menu to determine the type of color notification and the picker to set the color of the notification This only matters at the Platinum service level with its streaming data stream Column Refresh Rate The Column Refresh Rate option sets the refresh rate for the column superseding the WatchList Refresh Rate Percent Change Percent Change displays the percent change of the price for each symbol Edit the column for more options Edit Ctrl Click Refresh Rate And Colors To set the color and opacity o
115. ber of shares for the order Order Details The Order Details area sets the type limit level and stop for the order Add to Position If Add to Position is selected a new orange Trade Slider ap pears at the current close of the stock Click the slider and drag it to the price level desired for the order As it is slid the price at the level will appear in green in the upper right corner of the slider Click the broker icon in the slider to change the broker to use for the order Once the slider is positioned at or near the desired price i level click the lightning bolt a DY Interactive Brokers icon on the right of the slider and click Show Trade Ticket to open the Order Ticket window The Order Ticket is split into five sections Clicking the save button top left corner to save the order for future use in another trade Click the Place Order button to execute the trade once the settings are correct optionsApress E TD AMERITRADE Contract Desc The Contract Desc area shows the symbol exchange and currency for the order 110 Time in Force The Time in Force area is for setting the time in force and expiration date for the order Action The Action area sets the action for the order Quantity The Quantity area sets the number of shares for the order Order Details The Order Details area sets the type limit level and stop for the order Add Trailing Stop Add Trailing Stop is currently not
116. bol The Active Symbol is the symbol used by any window not locked to another spe cific symbol NYSE Typically the Active Symbol is the symbol jumped to or selected in a WatchList All charts browsers and other windows in a Layout not locked to specific symbol display information for the Active Symbol Changing the Active Symbol by jumping or selecting a symbol in a WatchList changes any window using the Active Symbol Active WatchList The Active WatchList is the list selected in the Main Watch List window i cn S Standard and Poors 100 StockFinder Manual Click The term click in this manual means left clicking the mouse button when the mouse cursor is over an item For example to select a stock in a WatchList click it put the mouse over the symbol and press the left mouse button Right click Right click means clicking the right mouse button on an item versus using the left mouse button which is called clicking Float Mouse Floating the mouse means putting the mouse cursor over an item and leaving it there without moving the mouse For ex ample floating the mouse over the disc icon at the top of the program causes a tool tip to appear saying Save Layout Scanning Scanning uses a Rule to create Scan Lights on a WatchList of stocks Scanning a WatchList with a Rule causes every stock passing that Rule to show a Scan Light under it with the same color as the
117. bol 16 Price Paint when passing 63 Scale Info options 41 Price Average 25 81 Unweighted 81 Price Weighted 81 Print Chart 35 Options 35 Preview Chart 35 ScratchPad 130 Page Setup 130 Preview 130 Processor 13 Processor Usage 13 Profit Target 88 Program Install 1 Properties Chart 37 Indicator Name 45 Source Data 12 Publish WatchList 18 Q Quadrant Lines 29 Quick Search Shortcut 123 Defined 3 Quick Start 14 R Raff Regression Channel 32 Ranks in Bottom of WatchList 60 Ranks in Top of WatchList 60 Raw Value 48 RealCode 137 Auto compile 25 Code Window 25 Create Indicator 24 Rule 36 39 Defined 3 Edit plot 54 Enable Debugging 13 Option filter 24 Paint Indicator 49 Password 25 Rule 39 66 Recent Layouts 5 Rectangle 34 Reference an Indicator Rule 25 Refresh Rate 48 Regression Channel 32 Error Channel 32 Line 31 Raff Channel 32 Regression Channel 32 Regression Line 31 Regressions 31 Remain in Trade 86 Remain Long 86 Remain Short 86 Remove Rule 62 Rename Chart 23 Personal WatchList 80 Research Menu 8 Retracement Fibonacci 30 Return Trade 91 95 Right Click Defined 2 Rule See also Scan Light Above 61 Action 57 Add 36 38 Average bars since passed 26 83 Bars Since True 63 Below 61 Coloring Plots 66 Combo 36 39 64 Grouping 65 Is True 65 Within Last X Bars 65 X to X Bars Ago 65 Count Passing 26 82 Create 51 138 based on indicator 36 3
118. brings up a table showing every trade in the BackScan broken into five columns Symbol Column The Symbol column shows the ticker for the symbol Trade Column The Trade column shows three items for each trade Trade Trade shows if the trade was a long or a short trade Change Change shows the percent change of the trade from the trade open to the trade close Length Length shows the length of the trade in bars Enter Column The Enter column shows three items for each trade 98 StockFinder Manual Entry Date and Time Entry Date and Time shows the date and time for the trade s open Entry Price Entry Price shows trade s opening price Entry Rule Entry Rule shows the color of the Rule used to execute the trade s entry Exit Column The Exit column shows three things for each trade Exit Date and Time Exit Date and Time shows the date and time for the trade s close Exit Price Exit Price shows trade s closing price Exit Rule Exit Rule shows either the color of the Rule or the name of the Trade Based Rule used to execute the trade s exit Volatility Column The Volatility column shows three items for each trade Draw Down Draw Down shows the greatest draw down that occurred in the trade The draw down is the most given back during the trade All of the retracements during the trade are evaluated and the program measures the draw down from the most extreme retracemen
119. ce History the Action to Crossing Down Through MovAvg X and the slider to Crossing Above X The Above X action requires that the Rule Plot s value on Prce History the current bar is a higher Above MovAvg 21 value than the X plot s value True 1 of l X being another plot on the same scale as the Rule Plot on the chart ais The slider qualifies how far above the Rule Plot is versus DS jer the other plot Above If set to Above the slider is at the bottom then all stocks with a Rule Plot value greater than the value of the other plot however small the difference pass the Rule Moving the slider up qualifies how far above the Rule Plot s value need to be to pass the Rule The slider is inclusive of everything above it Moving the slider to Clearly Above includes all that are Way Above while excluding those A Little Above Below X The Below X action requires that the Rule Plot s value on the current bar is a lower value than the X plot s value dk X being another plot on the wt same scale as the Rule Plot on the chart Price History Below MovAvg 21 DS Clearly Below Way Below The slider qualifies how far below the Rule Plot is ver sus the other plot If set to Below the slider is at the top then all stocks with a Rule Plot value less than the value of the other plot how ever small the difference pass the Rule Moving the slider down qualifies how far below the Rule Plot
120. ch other and tabs appear at the top of the layers Clicking a tab flips between the layered win dows ALE pll Main Chart Fi ffchart Fa x MO Add Indicator 1 Day Bawa Ee Clicking the New Tab allows adds a new item to the tabbed set Tabbing windows with the Main Chart assigns a function key F1 through F12 to each tab Press the assigned func tion key on the keyboard to quickly bring that tabbed win dow to the foreground Pan and Zoom Bar Along the bottom of a chart is the Pan and Zoom Bar The bar controls what data is visible on the chart It shows a white line with a gray shading below it representing the entire price history for the stock There are two white vertical lines with gray handles with a blue highlight section between them This is the area visible on the chart The part of the price preview highlighted in blue is the part of the chart that is shown above the bar 9 16 23 307 14 21 284 11 182528 22 29 6 13 20 27 3 1017 241 8 Jun 2008 Jul 2008 Aug 2008 Sep 2008 Nov 2008 Panning There are several ways to move the visible chart Qe sa ic ie pees Jan 2007 Dec 2006 forward and backward in time To pan the chart back or forward in time grab and slide the center of the slide fa bar below the pan and zoom bar to any location to the left or right Click and grab the highlighted in blue area of the pan and zoom bar and slide it left or right p Normal There are two hot
121. chList Properties section on page 69 62 StockFinder Manual Changing Rule Priority There are a few ways to change the priority of the Rules in the WatchList By default when a new Rule is clicked to Scan WatchList it is placed at the left most column and given the first priority As new Rules are scanned for the other Rules are shifted to the right and drop in priority To immediately make any Rule the first priority click the column header for that Rule It will slide to the far left making it the first prior ity Rule Click and drag any Rule column and move it to any location relative to the other Rule Columns to change its priority Again priority runs from left to right Removing a Rule from a Scan There are several ways to remove a Rule from a WatchList scan Removing the Rule column from the scan does not remove the Rule from its chart Clicking and dragging the Rule column to the trash icon on the Icon Menu deletes the column Add Indicato 1 Day Down hss be is f Can His alt 7 Floating the mouse over the Rule column and clicking the down arrow that appears on the right of the column header then clicking Delete Column removes it Edit Ctrl Click Refresh Rate Scan WatchList Filter WatchList Block Diagram te Save Column checking the Scan WatchList option removes the Scan Light Clicking and editing the f Rule on the chart and Un
122. chart Click the Plots link under Trades but above Active WatchList to get a list of all the plots available that pertain to the single stock BackScan Click and drag any of the plots from the list to the chart to plot them 1 Buy at next Open Price History Breako I 2 Exit at next Open Percent Change Greater tl Symbol Equity Line Symbol Buy amp Hold Line Symbol Equity vs Buy amp Hold Line Trade Signals The Trade Signals plot is automatically added to the chart when a BackScan is created with at least one trade opening Rule Appie inc J 7 Iirages Computer Haraware rersonal Computers Trade Signals show the trades visually on the chart They can be dragged to any plot on the chart By default they appear on the Price History plot Symbol Equity Line The Symbol Equity Line plot shows how a symbol s equity changes over time given the specified strategy The begin ning equity plot value for a test period is 100 Each subsequent plot value is calculated according to the following formula prior equity plot value current price previous price Note that in order for the Symbol Equity Plot value to change the symbol must be involved in an open trade Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 14 08 4 00 INNA 2nn7 INNAR Equity Line is not a portfolio simulation It does not take into account number of shares bought sold scaling in or out of trades or commissions I
123. checked a new WatchList column is created showing the most recent value close or last P for the plot To make the current price of the stock visible in the WatchList check this on a Price History plot To make the current volume of the stock visible in the Watch List check this on a Volume Bars plot Mini Chart If Mini Chart is checked a new WatchList column is created giving a small chart view for the plot 48 The zoom and pan settings for the mini chart mimic the pan and zoom setting from the chart where the plot is located If there are several charts in the Layout and each are in different time frames it StockFinder Manual is interesting to create Mini pts Charts for each Price His tory in each time frame Change If Change is checked a new WatchList column is created giving the percent change of the plot from the f previous bar to most recent bar The time frame of the chart determines the time frame of the change The period of the change is defaulted to 1 when the column is created Edit the column to change the period For more in formation on WatchList columns and sorting refer to the WatchList chapter of this manual Percent change values should not be used on plots that can register nega tive values Net Change If Net Change is checked a new WatchList column is created giving the net change f of the plot from the previous bar to the most rec
124. com For technical support either call 919 408 0542 or email support worden com Getting Started To install the program navigate a browser to the install the link on_www StockFinder com For more information on starting a StockFinder Gold Platinum Canadian or Mutual Fund account by calling 800 776 4940 System Requirements To run StockFinder the following requirements must be met e Microsoft Net framework 3 5 or higher e Windows XP Vista or Vista 64 bit e At least 512 megabytes of RAM memory one gigabyte or more 1s recommended e 16 megabytes of hard drive space for program installation e lghz or better Intel or AMD CPU e 200 Megabytes or more hard drive space for mar ket data depending on the services you subscribe to or install e Internet connection for updates to market data Installation Before starting the installation disable all anti virus and firewall software They often interfere with program instal lation Don t forget to turn these programs back on after the install finishes The install goes through several steps and may ask to install the Net Framework from Microsoft if it is not already on the machine The wizard should start that install if neces sary It is also available for direct download from Microsoft http msdn microsoft com Important Terms There are several terms used extensively in the manual Layout A Layout is a collection of windows The default Lay
125. ct it as the Watch List for the Custom Index then click the Next button Index Type The next screen asks for the type of index to create Price Average Price Average creates an index based on the price values for the stocks in the WatchList Once it is chosen click the Next button The next screen gives two options Unweighted and Price Weighted New Custom Watchlist Index Wizare Price Average Indicator Average Number of stocks passing a Rule Unweighted Unweighted gives each i stock equal pull in the index The values of the index cre ated are meaningless but low priced and high priced stocks will have the same influence f on the index A 200 stock moving 10 will have the same influence as a 1 stock moving 10 because the index will be based on percentages not the straight average of the price net moves E Ughi sh Shock ns eal ly Price Weighted based on mioa Price Weighted Price Weighted does a straight average of all the stocks in the list Stocks with a higher price per share as a result will have more weight and influence in the movement of the in dex A stock priced at 200 a share moving 10 20 has a larger impact than a 10 stock moving 10 only 1 move Indicator Average Indicator Average creates an index that is the average a one plotted indicator on the chart Once it is selected click Next to bring up the Choose Indica tor window This shows a list of all
126. d Very Fast E Show On Chart Quickly Slowly Rule Section The left side of the Add Rule window is where the Rule is created set and limited In the top right of the Rule section sets the color for the Rule with the color picker The Ranks in Top option when checked automatically changes the Rule s Action to Ranks in Top of WatchList For more information on Ranks in Top of WatchList refer to the Ranks in Top of WatchList section on page 60 Rule Plot The first menu at the top left of the Add Rule window is a menu of all the plots on the chart Select the plot from the list for the Rule to use to be based on MovAvg 21 Volume Bars MovAvg 50 Rule Actions PriceHistory H rice PriceHistory H There are several possible actions for the selected plot p Most of the Rule Actions Moving Down have unique options cov Greater Than Value ered below but most share Less Than Value Making New High the True X of X Bars option Midday Nowlin Crossing Up Through Value Crossing Down Through Value Ranks In Top of WatchList Ranks In Bottom of WatchList The Moving Up action looks Crossing Up Through MovAvg 71 for the plot to be moving Crossing Down Through MovAvg 21 up from a previous point Above Mov vg21 f Below MovAvg 21 Choosing this action brings up several options Moving Up Rule Price History Moving Up Measure Type Smart caer Ev
127. d Clicking on the pull down menu or name of the Active WatchList opens the picker Type to Search Once the picker is open type to filter the list of WatchLists available While typing the list instantly filters based on the characters typed If you want to see the WatchLists available based on the Standard and Poors open the picker and start typing Poors no quotes This will limit the list to only the WatchLists that have the characters Poors together in their name Click the WatchList from the list to change to that list Standard and Poors 100 Component Stocks Standard and Poors 400 MidCap Component Stocks Standard and Poors 500 nent ee Standard and Poors 600 SmallCap rhs Standard and Poors Midcap Spdr Category Tabs Below the Type to Search red header is a series of category tabs for the WatchLists Scrolling down the list of Watch Lists while under the Main tab shows the category headers in the list white lettering with blue backgrounds ie ETF Tetecher To filter the master list by one of the categories click the appropriate category tab This will hide all WatchLists but those in that category Then click the desired WatchList name to change to that WatchList Create New WatchList There is a New WatchList icon in the upper right cor ner of the opened WatchList Picker Clicking this starts the process of creating a Per sonal WatchList For more information on Personal WatchLists re
128. d down set the X Down Value to ten and the X Down Period to one Ranks in Top of WatchList The Ranks in Top of Watch List action looks for the val ue of the plot to be greater than or equal to a certain percentage of a particular Price History Ranks In Top of WatchList Ranks In Top 20 of Internet WatchList The Ranks in Top field is where the per centage of the list that the value of the plot falls at or above is set The WatchList pull down menu sets the WatchList to use for the comparison For the value of the plot to be in the top 20 of the In ternet WatchList set the Ranks in Top field to 20 and then select Internet from the WatchList menu The only stocks that would pass are the ones with a value for the plot that is greater than or equal to 80 of the plot values for all the stocks in the Internet WatchList Ranks in Bottom of WatchList The Ranks in Bottom of WatchList action looks for the value of the plot to be less than or equal to a certain Ranks inBotiom aq of percentage of a particular Standard and Poors 100 Compon v WatchList The Ranks in Bottom field is where the Rule Price History Ranks In Bottom of WatchList 7 60 menu above it The Rule Plot s value on the current bar will be above the value of the other plot and the value of the Rule Plot in the previous bar will be below the value of the other plot The slider qu
129. d the table is sorted by the average trade length on the winning trades for each symbol Avg Loss Time If Avg Loss Time selected the table is sorted by the average trade length on the losing trades for each symbol hack OCA Active WatchList v Rules Last Update 7 13 AAPL Results Trades 57 5 16 iag Plots s Ei Avg 114 yr 1 yr 0 7 Total Tera 0 02 i j 44 2 56 ST 422 A Active WatchList inn 8 2 71 15 1 bars 6 Results 0 2 Ta E mo 5 73 gt By Symbol _ Trades Open Trades By Pointer Date la Plots Avg 32 yr Export TIR EUT 525 45 74 os 6 41 s ars 10 64 2 89 sbar ars 8 53 o Avg Trade Time If Avg Trade Time is selected the table is sorted by the aver age trade length on all trades for each symbol By Symbol Results Table Each row in the table shows the results for the symbols in the WatchList The results are broken down into eight col umns The last six columns have three mini rows for each symbol showing the breakdowns of the last six columns by winning losing and all trades for the symbol Result Columns Symbol and Annualized Return The Symbol and Annualized Return column shows the ticker and the average annualized return per trade for the symbol Win and Gain to Loss Ratio The Win and Gain to Loss Ratio column shows the win ning percentage in blue and the gain to loss ratio in black for the symbol Number of Trades
130. dates can be set manually with their From and To fields To change the values use the spinner or manually edit the values To change the dates bar for the start or end use the left and right arrows to the right of the value box Click the Delete Drawing link to remove the line Tirone Levels After selecting Tirone Levels click and drag on the chart to draw Release the mouse where the levels should end The levels are automatically calculated and drawn for the data between the start and end bars Float the mouse over the level causes boxes to appears Click any box to open the QuickEdit for the line Within the QuickEdit the color of the line and its opacity set to 100 by default can be set The From and To fields manually set the start and end points To change the dates bar for the start or end use the left and right arrows on the right of the unchangeable value boxes The levels can be drawn on only the active symbol or on all the symbols in the system The Attached To menu sets which plot the drawing is locked to Click the Delete Drawing link to remove the line Quadrant Lines After clicking Quadrant Lines click and drag on the chart to draw them The lines are automatically calculated and drawn for the data between the start and end of the draw Float the mouse over the lines to bring up their edit boxes Clicking any box opens the QuickEdit for the line The color of the line and its opacity set to 100 by d
131. de 25 Paste Pane 37 Plot 32 ScratchPad 130 Percentage Passing 82 Percent Change 72 88 Percent Passing 26 Period Moving average 53 Personal WatchList 78 Create 78 Delete 80 Open 79 Rename 80 Share 80 Peter Worden 112 Pin Pane 38 Platinum Service Number intraday bars setting 11 Plot Add child 50 BackScanner Number of Long Trades 100 Number of Short Trades 100 Number of Trades 100 of List in Trade 100 Symbol Buy amp Hold Line 94 Symbol Equity Line 94 Symbol Equity vs Buy amp Hold Line 94 Trade Signals 94 BackScanner Results 94 Base color 49 Block diagram 52 Bring to Front 52 Change 48 Child 50 Add 51 List for plot 50 Color 49 Contributes to Scaling 48 Copy 52 Delete 45 Description 50 Edit 51 Edit colors 51 Editing 45 Edit RealCode 54 Email 52 Help URL 51 Info 50 Legend 45 List of Rules 50 Mini Chart 48 Name 38 45 Include in legend 45 Name Properties 45 Net Change 48 Paint with Rule 49 Paste 52 Raw Value 48 Refresh Rate 48 Rules based on 57 Scale options 41 Scale with 52 Scaling Method 47 Settings for 52 Show 52 Show in WatchList 48 Show Last Indicator Value 51 Show last value 49 Show Old Results While Calculat ing 47 Show Yesterday s Close 52 Show Yesterday s Close Line 49 Style 45 Bar 45 Candlestick 46 HLC Bar 46 Line 46 OHLC Bar 46 Point and Figure 47 Shade Region 47 Shape 47 Point and Figure 47 Previous Sym
132. der For more information on other WatchList functions refer to the Main WatchList section on page 69 TDAmeritrade Long Positions Long Positions list the same information as the Current Positions WatchList but for only the long positions in the account TDAmeritrade Pending Positions Pending Positions lists the same information as the Current Positions WatchList but for only the pending orders in the account TDAmeritrade Short Positions Short Positions lists the same information as the Current Positions WatchList but for only the short positions in the account Trade Center Clicking the Trade Center under the Broker TDAmeritrade menu opens the TDAmeritrade Trade Center window Right clicking on the title bar opens the docking options X optionsXpress 00 Component Stocks The Overview tab shows the Cash Balance Long Stock Value and Money Market information for the account D AMERITRADE Overview Positions Orders michaelgreta Value 20 112 75 Cash Balance 1 00 Long Stock Value 11 568 43 Money Market Balance 0 00 The Value column gives the values for each row including the account value at the top The Change column shows how each row has changed 108 StockFinder Manual The Positions tab shows all of the open positions in the ac count This includes the symbol Gain Loss type of posi tion company name quantity of shares entry price and an action column
133. der Selecting a folder that contains chart files populates the Add Chart to Layout list There are three tabs below the Type to filter list box Select ing All shows all charts Selecting Recent shows recently opened charts Selecting Saved shows all saved charts Choosing a category from the Category menu filters the list based on the category selected Clicking on the Name header or the Shortcut header toggles the sort direction for that column The charts in the list sort when clicked based on the sort direction Float the mouse over the blue nfo button on the far right of any Layout to view the Layout s description No text appears if the Layout has no saved description Clicking OK opens the selected chart from the library Export Data Clicking Export Data opens the Export Chart Data window for exporting data to an outside file For more information on exporting data from StockFinder charts to outside files refer to the Export Data section on page 125 New WatchList Clicking New WatchList opens a Create New WatchList window Name the WatchList and optionally assign it an image Click OK to open the new Personal WatchList Create New WatchList StockFinder Manual The new WatchList appears F below the Main WatchList My New Watchlist v ae ada smbos tabbed with the Rules Palette if that is also open Right clicking on the My WatchList tab brings up the options to change the place
134. des brings up a table showing every trade in the Back Scan broken into four columns 12 27 07 4 00 sae ee se ae bars er Pe 41 bars Long 9 1 10 bars Long 5 89 3 bars Long 9 26 07 4 00 2 39 6 bars Long 4 79 47 bars Trade Column The first column shows three items for each trade Trade Trade shows 1f the trade was a long or a short trade Change Change shows the percent change of the trade from the trade open to the trade close Length Length shows the length of the trade in bars Enter Column The Enter column shows three items for each trade Entry Date and Time Entry Data and Time shows the date and time for the trade s open Chapter updated Jul 2009 StockFinder Manual Entry Price Entry Price shows trade s opening price Entry Rule Entry Rule shows the color of the Rule used to execute the trade s entry Exit Column The Exit column shows three things for each trade Exit Date and Time Exit Date and Time shows the date and time for the trade s close Exit Price Exit Price shows trade s closing price Exit Rule Exit Rule shows either the color of the Rule or the name of the Trade Based Rule used to execute the trade s exit Volatility Column The Volatility column shows three items for each trade Draw Down Draw Down shows the greatest draw down that occurred in the trade The draw down is the most given back during the trade All of th
135. e Grab either box on the top of bottom of the channel to manu ally change the width of the channel The regression will recalculate if the length of the line is changed Click any box to open the QuickEdit for the channel There the color of the line and its opacity set to 100 by default can be adjusted Check the Extensions box to extended the line in both directions The color and opacity of the exten sions are changeable Extensions F Deviations 2 00 From 11 21 4 00 To 12 4 4 00 Draw on Attached to Price History Delete Drawing The number of deviations used by the channel can be manu ally set The From and To fields manually set the start and end point based on the date for each To change the date bar for the start or end use the left and right arrows on the right of the value box At the bottom there is a choice to have the line drawn on only the active symbol or to use the dates to draw the line on every symbol in the system The Attached To menu sets which plot the drawing is at tached to Click the Delete Drawing link to remove the line 32 Raff Regression Channel After selecting Raff Regres sion Channel click and drag the mouse between the two bars for the regression chan nel to measure The slope of the line is automatically calculated based on the data covered by the line If the mouse is floated over the drawn line three boxes appear at the start midpoint and end of the ce
136. e that the chart will be shared under Description is the infor mation text shown in the share library Entering a password in the Password field requires a password for others to open the shared chart from the library Web Address attaches a link to a site to the shared chart Share My Item 20 Share to other users oN Share Name ee Type here to describe the item you are sharing Password optional Type a password to view this item Web Address optional athp aan your blog com Share Cancel Click Share to share the chart to the share library Click Cancel to stop the sharing and return to the Layout Equalize Pane Size Clicking the Equalize Pane Size button automatically evenly resizes each pane on the chart Drawing Tools Clicking the Drawing Tools button brings up the drawing tools menu The first three items listed in the menu will be the last three drawing tools used Below the last three tools used are the categories of draw ing tools available 28 Lines There are six types of lines to choose from T Up Arrow Horizontal Line Trend Line After selecting Tirone Line click the location on the chart where the line should start drag the mouse to an end point and release the mouse button Rectangle Lines Fibonacci Regressions Fans m a i Hi Lines gt BR Trendline Floating t
137. e Layout Share Chart Blog WatchList Email Layout Clicking Email Layout opens the Email a Friend window Enter the recipient s email ad dress in the Email To field The account name appears in the Your Name field and can be changed The email s subject can be entered in the Subject field Browse other users shared items The large text box below Subject is for entering a message for the email Clicking Send sends an email to the recipient The email includes the subject body text and a screenshot of the cur rent Layout The current Layout is attached as a file to the email The recipient can save the attachment on their computer and open the Layout in their StockFinder The re cipient does NOT need StockFinder to view the screenshot of the Layout Chapter updated Apr 2009 StockFinder Manual Email Chart Clicking Email Chart opens the Email a Friend window Enter the recipient s email address in the Email To field The account name appears in the Your Name field and it can be changed The email s subject comes from the Subject field The large text box below the Subject field is for entering a message the email Clicking Send sends the email to the recipient The email includes the subject body text a screenshot of the current chart The current chart is attached as a file to the email The recipient can save the attachment on their computer and open the chart in their StockFinder The recipient does N
138. e WatchList is found in the Blocks list double click it or click it then click the OK button This creates a column that shows either a flag picture icon if the stock is in the chosen WatchList or an empty square if the stock is not in the selected WatchList Flag for New WatchList Clicking Flag for New WatchList opens a Create New WatchList window Name the new WatchList in the Name field then choose an image associated with the Personal WatchList This image will be the flag shown in the column if the stock is a member of this WatchList Click OK to continue A new column will appear full of empty flag boxes Once stocks are added to the new Personal WatchList these stocks will show flags in the column for their membership For more information on Personal WatchLists including add ing and removing symbols to these WatchLists refer to the Personal WatchLists section on page 78 Empty Clicking Empty creates an empty column that does and cannot display data It is for a place holder or space in the column display Scanning If any Rule is set to Scan T pree WatchList a Scan row Col Upea umn Header will be present under the WatchList Column fi ae header row On the left III WMT NYSE is the option to scan If Wal Mart Stores Inc checked the WatchList will l be grouped based on the Scan Lights Rules to the right of it ih the If unchecked the Scan Lights will still appear for symbols passing those
139. e drawn line three boxes ap pear at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point of the line Grab the midpoint box to move the entire line The regression will recalculate if the length of the drawn line is changed Click any box to open the QuickEdit for the line There the color of the line and its opacity set to 100 by default can be set Check the Extensions box to extend the line in both directions The From and To fields manually set the start and end point based on the date for each To change the date bar for the start or end use the left and right arrows on the right of the value box The line can be drawn on only the active symbol or on every symbol in the system The Attached To menu sets the plot to attach the line to This determines which plot the regression will be for Click the Delete Drawing link to remove the line 31 Regression Channel After selecting Regression Channel click and drag the mouse between two parts of the chart The slope of the line is automatically calculated based on the data covered by the line Float the mouse over the drawn line to make five boxes appear at the start midpoint and end of the cen ter line and at the midpoint of each of the channels Click and grab either the start or end box to change the start or end point of the center line Grab the midpoint box of the center line to move the entire lin
140. e if the scale is us ing the plots to determine its range If unchecked the plot is still using the scale it is assigned but its values will not impact the maximum and minimum values of the scale Refresh Rate The Refresh Rate sets how often the values for the plot are refreshed for the pres ence of new data This is only important with Plati num service where new data is constantly streaming in during market hours Refresh Rate Aways Always 5 Second 10 Second 15 Second 30 Second 1 Minute 2 Minute 5 Minute 10 Minute 2 Delete Plot 15 Minute 30 Minute Show in WatchList The Show in WatchList op tions create new columns in the Main WatchList based f on the plot Created col umns can be sorted by click ing their headers Repeated header clicks toggle between descending ascending and unsorted orders A down arrow in the header indicates the list is sorted by the column values in descending order An up arrow indicates an ascending sort order for the col umn values i Lg Show in Watchlist F Mini Chart T Net Change E Raw Value E Change If a created column is hidden expand the width of the Main WatchList window by grabbing the window s right or left border and dragging the widow to make it wider For more information on WatchList columns and sorting refer to the Show in WatchList section on page 63 There are four Show in WatchList options Raw Value If Raw Value is
141. e io Bog your Sicke la OO Go by bly Bing Slog Entries on Slocics com Fie a tha fat af t vg Garp ever at tho autet af Cr Ee SPY ed ee a Ce ie agi i erie for Fhe remainder ol the dar in I Tiga of Reseau Boing imi Thig P Bopp Aei m hid ore a Overs storks OG coe si bnimig meak for the markek pnd hisy for rrgicaber To a howe quickly been Tireki Apima 101 RY Swen A storks A h Searching For A Synem Newest The Newest tab lists the most recently posted entries on Blocks com Click the title of any entry to navigate to the entry Most Read The Most Read tab lists the entries with the most page views on Blocks com Most Discussed The Most Discussed tab lists the entries with the most com ments posted to them Comments can be made at the bottom of any entry My Blog The second item on the Blocks com toolbar is the My Blog link Clicking it brings up the blog associated with the account This lists all of the entries with the more recent entries first On the right sidebar is the archive for accessing entries from past months Most Recent The third item on the Blocks com toolbar is the Most Recent link Clicking it brings up the most recent blog entries The list can be filtered using the filter options under header The resulting list shows the most recent entries based on the filters checked ja Most Recent Blog Entries r a bga Preters 119 My Subscriptions The fourth
142. e is no difference between a D of stochastics and a moving average of stochastics D The D is the period of the average of the K line Avg Type This is the type of average used to calculate the D 53 MACD There are two common MACD plots MACD and MACD Histogram The MACD not the histogram comes with two plots The second turquoise line is often called the Trigger and is an average of the yellow MACD line MACD e pasye fie A Dah Se 1 5 Line Thickness MACD The MACD line is the difference of two moving averages of price a short and a long average The short is meant to be a smaller period moving average than the long Short Type The Short Type sets the type of moving average used by the short average Short Avg The Short Avg sets the period of the short moving average It is meant to be a smaller period than the long Long Type The Long Type sets the type of moving average used by the long average Long Avg The Long Avg sets the period of the long moving average It is meant to be a larger number than the short MACD Histogram The MACD Histogram is the difference between a MACD line and its trigger MACD Histogram Plot Style Bar Wis Y Draw On Chart T Show Old Results While Calculating Sealing Mao Contributes To Scaling Edit Scale Refresh Rate 1 Minute 7 Short Type The Short Type sets the type of moving average used by the shor
143. e retracements during the trade are evaluated and the program measures the draw down from the most extreme retracement during the trade Best Exit Best Exit shows the best exit for the trade The best exit is the percent change from the trade opening price to the highest high for longs or the lowest low for shorts in the trade Worst Exit Worst Exit shows the worst exit for the trade The worst exit is measured from the open of the trade to the lowest low for longs or highest high for shorts of the trade Trades to Show Menu At the top left above the table is the Trades to Show All Trades All Trades menu It determines what trades are shown in the table There are six options in the menu All Trades If All Trades is selected the table will show every trade executed in the BackScan Open Trades If Open Trades is selected the table will show the trades that did not fire an exit rule before the either the current bar or the Manual End Date if set for the BackScan Long Trades If Long Trades selected the table will show only the long trades executed in the BackScan Short Trades If Short Trades is selected the table will show only the short trades executed in the BackScan Winners If Winners selected the table will show only the winning trades trades that closed with a profit executed in the BackScan Losers If Losers selected the table will show only the losing trades trades tha
144. e z Greater Than v 5 00 H Change The Comparison menu has two choices for comparing the trade length Exits when the stock has a percent change of 10 StockFinder Manual Greater Than Greater Than requires that the percent change from the open is higher than the Change setting to execute the action Less Than Less Than requires that the percent change from the open is lower than the Change setting to execute the action Change Change sets percentage amount to execute the action If set to Greater Than and 10 the action will execute on ei ther a long or short trade if the price increases 10 or more If set to Less Than and 5 the action will execute on either a long or short trade if the price decreases 5 or more from the opening price Action The Action is the what that will occur when the condi tion set above it is met Sell Buy Cover Exit All Action Type The Action Type menu has six choices for the action to execute Remain Long Remain Short Remain In Trade Sell Selecting Sell makes it a Sell Trade Based Rule If a stock passes the Condition BackScanner will close an opened historical long position based on At Setting and Bars From Now setting chosen Buy Cover Selecting Buy Cover creates a Buy Cover Trade Based Rule If a stock passes the Condition BackScanner will close an opened historical short position based on At Setting and Bars From Now se
145. eChart style jump to J Hotkey Disable Screen Boundry Checking for Floating Windows and Frames Warn when Layout has more than 15 Windows Ask to delete when a layout has more than 20 Windows Import Files from Blocks 3 x Show Welcome Tour navigate from a symbol change when they are in the fore ground Leaving the option not checked makes changing symbols faster Checking the Disable Screen Boundary Checking for Float ing Windows and Frames option stops the program from forcing floating windows and frames from appearing com pletely within the boundaries of the current display settings The Warn when Layout has more than X Windows setting determines how many windows must be open in a Layout before the program displays a message The Ask to delete when a Layout has more than X Windows setting determines how many windows must be open in a Layout before an Ask to Delete message appears Checking the Use TeleChart style jump to J Hotkey option changes the standard type in to jump to a symbol to requir ing that the letter J is pressed to open the Jump To window Import Files from Blocks 3 x Clicking Import Files from Blocks 3 x button imports all saved charts Layouts and WatchLists from Blocks to StockFinder Clicking YES starts the process Clicking NO returns to the settings box Show Welcome Tour Clicking Show Welcome Tour starts the welcome tour The tour runs through some of the basics of the prog
146. eP StockFinder StockFinder Manual revised Jul 27 2009 DWORDEN StockFinder Manual by Craig Shipman 2008 Worden Brothers Inc All rights reserved Printed in the United States of America Except as permitted under the Copyright Act of 1976 no part of this publication may be reproduced or distributed in any form or by any means or stored in a database or retrieval system without the prior written permission of the publisher Information has been obtained by Worden Brothers Inc from sources believed to be reliable However because of the pos sibility of human or mechanical error by our sources Worden Brothers Inc does not guarantee the accuracy adequacy or completeness of any information contained herein and is not responsible for any errors or omissions or the results obtained from the use of such information DWORDEN www Worden com Worden Brothers Inc Five Oaks Office Park 4905 Pine Cone Drive Durham NC 27707 Customer Service 1 800 776 4940 Technical Support 1 919 408 0542 Fax 1 919 408 0545 Program Maps V Basic Layout Mafisi anaa V WatchList Ma i sineren Ean aaae vi CHATE N P ree mo nono ce Or vii Edit Indicator Map sosisini inkin viii Edit RUG MaD sssiciste scccse sscenesncnctcevtaccentesennasexcnensexocsocvesnaete ix BackScanner Mapsissa X Welcome 1 Getting Started raios anaE ANANA a Eas 1 System Regu irements sisirain 1 installati o creeds ectenterer en E EREKE anaa 1 Important
147. earish Harami 10 Set the Rule Priority based on each Rule s importance for the test Should an exit Rule execute even if the Buy Rule is still true If so the exit Rule must have a higher priority than the Buy Rule To move a Rule up or down the priority list click and dragging it on the list or by right clicking the Rule and choosing either Move Up in Priority or Move Down in Priority i Peran ome edger sor aac a Grez an 5 00 GE feed Candle Bearish Harami 10 Rule Menu Right clicking on any Rule in the BackScan causes a menu with four items to ap pears Move Up in Priority Move Down in Priority Delete Edit Clicking Edit brings up the Edit window for the Rule Chapter updated Jul 2009 StockFinder Manual Move Up in Priority Clicking Move Up in Priority moves the Rule up one spot in the priority list Move Down in Priority Clicking Move Down in Priority moves the Rule down one spot in the priority list Delete Clicking Delete removes the Rule from the BackScan Click and drag a Rule from the Rules section to the Trash Can delete icon on the Icon Toolbar also removes the Rule Active Symbol Results Below the Rules in the Back Scanner menu is the Active Symbol Reports section At the top of the section is the current Active Symbol for the Layout As the Active Symbol changes the ticker here changes DOCES Laen The Results Trades and Plots in this section are all bas
148. ed on the current Active Symbol Results Clicking Results brings up a summary report for the BackScan run on the Active Symbol There are nine rows of results and three category columns in the report Winners Losers Trades 45 4 49 Return Trade 6 91 18 97 4 80 Time Trade 24 4 bars 207 3 bars 39 3 bars Best Exit 9 81 3 49 9 29 Draw Down 10 69 41 7290 13 23 7 05 39 4890 9 709 Worst Exit Winning 92 Gain Loss Ratio 0 4 Ann Return Trade 113 yr 6 004 Conditions tested in 0 03 seconds 307 846 conditions sec Report Result Rows There are nine different rows of results given for each of the three category columns Trades The Trades row shows the number of trades that were executed in the BackScan for each of the three categories The number of trades for the Winners and Losers categories will add up to the number of trades in the Total category unless there were trades that broke even neither a winner nor a loser Return Trade The Return Trade row shows the average return per trade for each category If there were two winning trades that returned 10 and 20 then it will show 15 under the Winners category 15 is the average of 10 and 20 Time Trade The Time Trade row shows the average length of the trades in bars for each of the trades If there were two winning trades that were 20 and 30 bars long then it will show 25 under the Winners category 25 is the average of 20 a
149. ee main components the bar the left hash and the right hash The bar is a vertical line where the top is the high and the bottom of the line is the low The left hash is a horizontal line that drawn to the left of the vertical line The left hash is the open The right hash is a horizontal line that drawn to the right of the vertical line The right hash is the close Dash Style The Dash Style determines the style of the bar s outline If set to solid the bar will be solid The other settings break up the bar into dashes dots or some combination of the two Point and Figure The Point and Figure plot style is currently in line for revi sion and should not be used until it is revised When new versions are sent check the Patch Notes for mention of a revised Point and Figure plot style Shade Region The Shade Region plots like a Line style with more options Fill Method The Fill Method setting has two options Above Value and Below Value The shading happens between the close last of the plot and a value Choosing Above Value shades from the close up to the chosen value Choosing Below Value shades from the value down to the close of the plot Value Value sets the value for the shading Setting the Fill Method to Above Value and the Value to zero the shading goes from the close to zero This will be the most common settings for plots with values that don t fall below zero Shape The Shape plot style uses
150. efault can be adjusted in the QuickEdit 29 The start and end points can be manually set in the From and To fields Use the left and right arrows on the right of the value boxes to change the dates bar for the start or end of the draw The lines can be drawn on the active symbol or on all the symbols in the system The Attached To menu sets which plot the lines are attached to Click the Delete Drawing link to remove the line Fibonacci There are four types of Fi Fibonacci ey e fal Regressions ibonacci Retracemen bonacci drawing tools avail ae pers able Shapes Fibonacci Time Zones Fibonacci Arc Click Fibonacci Arc from the menu After selecting this click at the start of the desired trend and drag to the end of that trend The arc automatically draws and calculates for the drawn line Floating the mouse over the dashed drawn line causes three boxes appear at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point of the line Click and grab the midpoint box to move the entire line The arc will recalculate 1f the line is changed Click any box to open the QuickEdit for the arc There the color of the line and its opacity set to 100 by default is set Any fib level can be toggled on or off The default lev els can be changed as well Fibonacci Arc Checking the Draw Circle flun e z option makes the arc draw as f 38
151. efer to the Personal WatchLists section on page 78 18 StockFinder Manual Show Hide Rule Palette je Clicking Show Hide Rule Palette toggles the Rule Palette from show to hide By de fault the Rule Palette appears docked under the Main WatchList For more information on how to use the Rule Palette refer to the Rule Palette section on page 64 Open New BackScan Selecting Open New BackScan opens a new instance of BackScanner in the Layout For more information on BackScanner refer to the BackScanner section on page 85 View Blog Clicking the View Blog button brings up a submenu of three choices For more details on these and all blog options refer to the Blogs section on page 111 Blog Viewer Clicking Blog Viewer either opens a new Blog Reader window or brings the Reader to foreground if it 1s already open in the Layout New Blog Entry Clicking New Blog Entry opens the NoteEditor window For more information on creating blog entries refer to the Creating Blog Entries section on page 116 Publish WatchList Clicking Publish WatchList opens the Publish WatchList window To publish a WatchList to a blog choose whether the list should be private public or limited to subscribers or certain channels then click the OK button Delete Item Clicking the Delete Item button does noth ing Drag and drop items from the Layout to this icon to delete them This includes symbols
152. eft corner of every pane These are the pane controls 37 Close Pane Clicking the close pane icon an X brings up a confir mation to delete the pane Once confirmed the pane is removed from the chart Any plots in the pane are lost with the deletion of the pane Any Rules columns or other plots that use a plot will be affected by this removal Hold the SHIFT key down when clicking the close pane icon to bypass the confirmation question Pane Up Down Arrows Clicking either arrow moves the pane up or down in the chart pane hierarchy Pin Pane Clicking the pin hides the pane from the chart On the left of the chart a tab appears showing the names of any plots in the hidden pane as well as icons for any Rules in the pane Click the tab to restore the pane on the chart Plot Names Every plot in the pane will have its name listed to the right of the four pane control icons Clicking the name of the plot is the same as clicking the plot itself on the chart A single click brings up the plot s Edit screen Right clicking any plot brings up a menu of possible actions with that plot Rule Footer Unless the price pane is pinned the Rule Footer appears at the bottom of the pane containing the Price History plot This area shows the Add Rule button any Rules on the chart and any Rules marked to be shown on the chart D Add Rule k 2 2 fl Add Rule Clicking the Add Rule button opens a menu 38 b
153. el button closes the shared library without opening any shared items Open or Create WatchList Clicking Open or Create WatchList brings up a menu At the top of the menu is the option to create a New WatchList Under that option is a list of all the Personal WatchLists Click ing a WatchList opens the Personal WatchList MW New WatchList asdasd asdasd asdastast for the manual For the Manual The Personal WatchList ene appears below the Main My New WatchList WatchList tabbed with the My Stocks I Own Rules Palette if that is also Picks open Right clicking on the My WatchList tab brings up the options to change the placement of the new WatchList in the Layout Click and drag the title tab away from its current loca tion to undock it For more information on using the My WatchList window refer to c6 9 My WatchList the Personal WatchLists section on page 78 Tester J s Choosing New WatchList opens the Create New WatchList Window Name the WatchList and option ally assign it an image Click OK to open the new empty Personal WatchList The new WatchList appears below the Main WatchList tabbed with the Rules Palette if that is also open Right clicking on the My WatchList tab brings up the options to change the placement of the new WatchList in the Layout Click and drag the title bar away from its current location to undock it For more information on using the My WatchList window r
154. election screen is the Create New WatchList button Clicking the button creates a new Personal WatchList gt n i aNatanaN Ar INNQ Chapter updated Apr 2009 StockFinder Manual Via WatchList Quick Menu Right clicking in a WatchList of symbols then choosing one of the Add to another List options and choosing New List from the Select List window creates a new Personal Watch List Jump To Symbol Add To Another List X t a Current Symbol Copy w a All Symbols Link Symbol from TeleChart ef Properties Block Diagram New Personal Watentist The first window that opens f when creating a new Person al WatchList is the Create New WatchList window In the Name field type the name for the new WatchList Below the Name field is the option to assign an image to the new list This image will f be used for any Flagging columns for the WatchList It will also appear to the left f of the WatchList name As aes signing an image is optional Cra ED d E A Ee Ee Th E FVG L GW we FE D aS Once the list is named and if desired an image is selected click the OK button To load your own image to use click the From File link at the bottom of the image library The Personal WatchList will appear in a new My WatchList window under the Main WatchList Opening a Personal WatchList There are two ways to open an already created Personal WatchList Inside Main WatchList To display a
155. elete the selected shortcut by pressing the Delete button Shorteut Action to Perform Paramet b Cem otom Chart Pane Ea vol Load Indicator Volume Bars Load Indicator Price History Load Indicator Time Segmented Volume TSV Load Indicator Moving Average Load Indicator Stochastics Load Indicator Envelope Channels Load Indicator Bollinger Bands J tar ee ee The Save As System button saves any changes made to the shortcut library At the very bottom is the Shortcut Key By default it is set to the forward slash key Pressing this key invokes the shortcut box for entering and using a shortcut For more information on using shortcuts refer to the Shortcuts and Hot Keys section on page 123 Data Manager Clicking Data Manager brings up the Data Manager window This lists all of the different data sets installed Blomingatar Carpary Fnac Sits Eo Camin Shocks Prios 8 Stocks Listy J Zro Coeden financale Below the Data Sources list ff Camere is the setting for the number f swr of Daily Bars or longer f available in the program Limit the bars using the Limit To setting I Rumba of iimiy Ba Live Te Pace Al freee 00 If set to 1 000 for example the program will only show and use 1 000 bars of data In a daily time frame this will be 1 000 market days In a weekly time frame it will use 1 000 weeks of data The maximum number of bars allowed is 5 000 With
156. en save any text or rtf file on your computer The contents of a ScratchPad will be saved and loaded with the Layout Adding a E New Layout ScratchPad Open Layout To add a ScratchPad window KEAR i to any Layout click File and choose New ScratchPad from the menu Typing the shortcut Scratch Pad also opens a new Scratch Pad New ScratchPad windows appear below the Main WatchList Multiple ScratchPad windows can be opened in the same Layout p They appear tabbed with f each other below the Main WatchList window Select Chart Export Data E New WatchList Select WatchList Be ScratchPad X ScratchPad 2 File Edit Font Paragraph Bullets Options DeEeBAQOE amp ZEZ J BZZU Adding Content Text and images can be added to any ScratchPad by either typing directly into the ScratchPad area or by copying and pasting content from another source Typing Clicking inside the ScratchPad shows a cursor Any text can be typed into the ScratchPad This works like most popular word processor programs All text can be edited and JM SctshPadKeep an eye on x Scratchy formatted within the win a Dalits dow Bage Keep an eye on the Dow this week Copy Paste Text and or images can be copied from other programs to the Windows Clipboard Once content is in the Clipboard click inside the ScratchPad if it does not have the focus and use the Window shortcut CTRL V or the Paste action in the File menu to paste the
157. ens the Scale Editor On the left are the Scaling options on the right are the Display options Scale Editor Scaling Display Scaling Method Arithmetic Line Spacing Auto Bounds By Top and Bottom x Top Max Value v padding 2 Bottom Min Value v padding 2 Font Arial 10 Number Format ltems To Include In Scale J Show Grid Lines V Price History Line Style Solid Use same color as plot Select Colors Inverse Scale Text Color Fill Background Draw Broder Scale Position Right of Chart Text Alignment Left J Show Status on Chart Scaling The first option under the Scaling column is the Scal ScalingMethod Arithmetic ing Method Here you can Ea Bounds By Top anc Logarithmic choose either Arithmetic cop mag ed 109 i E Max Val Exponential Logarithmic Fixed Log or Exponential Below the Scaling Method are the Bounds options This controls how the plot is constrained in the pane tom stretches the plot to fit zep mavave padsing 2 the entire pane based on the Bottom Min Vatue_ Jpadding 2 highest and lowest values present on the chart The top and bottom values can be set based on these highest and lowest Min and Max values or manually Padding can be set to create blank space above and or below the minimum and maximum values of the plo
158. ent bar The time frame of the chart determines the time frame of the change The period of the change J is defaulted to 1 when the column is created Edit the column to change the pe al Show in WatchLisi E Raw Value Mini Chart riod For more information fy on WatchList columns and sorting refer to the Sort Columns sectiononpage74 Change Chapter updated Apr 2009 A Net Change Show Last Indicator Value If Show Last Indicator Value is checked a value box appears in the scale for the plot showing the most recent value for the plot The color of the box s text can be changed with the color picker to the right of the option 7 Show last indicator value Show Yesterday s Close Line When editing a Price History plot this option is available When checked if looking at a chart that has a time frame lower than daily hourly minute etc There is a blue line on the chart that shows the value of the previous day s daily close last ltl Show yesterday s close line ariety Stores The blue bar draws at the value and extends from the previ ous day s last daily value to the current data point The blue line shows both the previous day s value and what data has come in since that previous day s value All of the current day s values fall above or below the drawn blue line Colors The Colors tab sets the colors used for the plot Edit Price History Rules Child Plo
159. er source orientation and margins can all be set J from this window Preview Clicking Preview opens the Print Preview window This fiz window shows a preview ff of how the ScratchPad file will look if printed using the current settings established in the Page Setup Clicking the Print small printer icon prints the current file The file prints using the default Windows printer Clicking the down arrow right of the Zoom magnifying glass icon opens a menu with different zoom settings The zoom setting determines the view of the preview The five buttons right of the Zoom menu change the view from one up to a six page view for the preview Clicking the Close button closes the Print Preview window Print Clicking Print prints the current file The file prints using the default Windows printer Paragraph Edit m ee Undo Clicking the Edit menu E opens a list of seven options Redo Select All Undo eT Copy Clicking Undo reverses the most recent change made to Cut the ScratchPad file Paste Insert Image Redo The Redo option is only available after an Undo action occurs Clicking Redo re verses the recent Undo action Select All Clicking Select All selects all the contents of the current file Select All is also possible using the Window shortcut CTRL A Once the content is selected it can be copied using the Window s shortcut CTRL C or the Copy action under the File menu or replaced
160. erage 53 Export BackScan results 100 Custom 125 Data 6 Options 125 126 Path 125 Source 125 Export Data 125 129 F Fans 33 Gann Fans 33 Speed Lines 33 Fibonacci 30 Arc 30 Fan 30 Retracement 30 Time Zones 31 Fibonacci Arc 30 Fibonacci Fan 30 Fibonacci Retracement 30 Fibonacci Time Zones 31 File Menu Contents 5 Files Import from Blocks 3 x 13 Filter 63 73 See also Filtering Refresh Rate 71 73 Rules 73 Filtering Defined 2 Fixed Log 42 51 Flash 117 Float Chart 23 Float Mouse Defined 2 Font Program Size Control 21 ScratchPad 130 Forums Opening 14 Frame Add 14 Front Weighted Moving Average 53 Fund Category 72 Fund Prices Source Properties 12 G Gain Loss Ratio 92 96 Gann Fans 33 Greater Than Value 59 Grid Lines Color 42 Show Hide 42 H Help Menu 14 Quick Start 14 URL 51 HLC Bar 46 Horizontal Line 29 Add Pointer 42 Allow Drag 42 Back Color 42 Dash Style 43 Draw Value Box 43 Hide 43 Label Only 43 Line Color 43 Name 43 Opacity 43 Outline Color 43 Size 43 Step Size 43 Text Color 43 Text Font 43 Value to draw line at 43 Horizontal Pointer Add 51 Icon Menu ScratchPad 132 Import Files from Blocks 3 x 13 Indent ScratchPad 131 Index Edit Custom 83 Index Type 81 Indicator See Plot Add 23 36 Average 26 Block Diagram 36 Child 24 Create new 24 36 Email 52 RealCode 135 Create 24 36 Reference in RealCode 25 Rule Based o
161. ew layouts already have Blog Reader open and tabbed behind the Main Chart If the Layout click the View pifi Blog button then View Blog This brings the Blog Reader to the foreground usually tabbed with the Main Chart New Blog Entry Publish WatchList Configuring My Blog Click the Blog Settings but ton in the top right of the ewenty 3 c Blog Reader When clicked gy dae the program asks to config ure a Blocks com account Click the OK button when the question appears The Configure Blocks com Blog window opens with two choices Click the Create a new Blocks com Blog option and click Next Configure your blog settings for StockFinder The next screen asks for the User Name or email and Pf etsit mm namo password for an active Wor den account By default it Congr Br lua cum wu uses the same User Name ase used in StockFinder Enter the Password and click Next The Terms of Service Croato a new Blocks com Blog Configure existing Blocks com Bg a Configure Blocks Com Blog Worden Account Information Please provide your sign in information VWORDEN UserName Email craig_s Password screen opens Read the terms of service check the I agree with the Blocks com Terms of Service check box then click Next a Wardan Terme of Seance Warden s ae I agree with the Blocks com Terms of Service lt Back Next gt The next screen gives the Content Policy f
162. ext will be aligned as chosen If no content is selected when an alignment is clicked the following typed text will be aligned as chosen Bullets Options Add Bullets Remove Bullets Bullets Clicking the Bullets menu opens a list of two options Add Bullets Clicking Add Bullets makes either the current paragraph or the selected text bulleted a small block dot appears to the left of the line Bullets are typically used for denoting lists Keep an eye on the Dow next week Watch for pull back Check MoneyStream 131 Remove Bullets Clicking Remove Bullets makes the current bulleted para graph or selected bulleted text normal no bullets Options Clicking the Options menu Auto Name Window shows two toggle options Include ScratchPad in Name for the current ScratchPad Clicking either option toggles the option on or off Options Auto Name Window When Auto Name Window is checked toggled on the current ScratchPad file will name itself based on the first line of text entered in the file Using the Save As option under the File menu allows a new name to be used when saving the file When not checked toggled off no name is auto assigned to the file Include ScratchPad in Name When Include ScratchPad in Name is checked toggled on the file name for the current ScratchPad will default with ScratchPad at the beginning of the file name When not checked toggled off this does not occu
163. f the built in styles custom will be displayed in the drop down Header 1 Header 2 Custom Chapter updated Apr 2009 Symbols Change 93 See also Percent Change of List in Trade 100 Trades 91 95 True ina Row 63 A About 14 Above 61 Active Symbol Defined 2 Active Symbol Results 91 Add Child indicator 51 Child plot 50 Column 71 Horizontal Pointer 42 51 Indicator 23 36 Rule 36 Test Rule 85 Add or Create Chart 15 Align ScratchPad 131 All Trades 93 Andrew s Pitchfork 29 Ann Return Trade 92 96 Archive 114 Arithmetic 42 51 Arrows 34 Ask 71 Authentication Timeout 13 Auto compile 25 Auto Name Window ScratchPad 132 Average Bars Since Passed 83 Average Type 53 B Background Chart 37 BackScan See also BackScanner New 18 BackScanner 85 Active Symbol Results 91 Ann Return Trade 92 Best Exit 91 Draw Down 91 Gain Loss Ratio 92 Losers 92 Return Trade 91 Time Trade 91 Total 92 Trades 91 Winners 92 Winning 92 Worst Exit 91 By Pointer Date 99 By symbol report 96 Create new 14 Description 85 Export results 100 Number of Trades 100 Plot Number of Long Trades 100 Number of Short Trades 100 Number of Trades 100 of List in Trade 100 Symbol Buy amp Hold Line 94 Symbol Equity Line 94 Symbol Equity vs Buy amp Hold Line 94 Trade Signals 94 Plot results 94 Rule Priority 90 Rules 85 Time Frame 90 Trades table 98 Trade Table 92 WatchList Results 95
164. f the cell if the number is greater than or equal to the gt or lt number by setting the Color The Color sets the cell background for any values that are less than the value in the gt or lt field gt or lt Field The gt or lt is the value that determines if the cell uses the Color or the Color for its background Any values greater than or equal to the maem gt or lt value use the Color for their background Any value less than that number use the Color Change Period Change Period sets the period for the change The default 1 means the percent change is from the most recent time frame bar to the previous one If changed to 10 it will present the 10 bar percent change gt or lt Ct Rona Tiime Frame 1 Highlight Changes Column Refresh Rate a Delete Column Chapter updated Apr 2009 StockFinder Manual Time Frame Time Frame sets the time frame of the change The default I Day sets the value of one period If the Change Period is set to 1 and the Time Frame is set to I and Day then the column shows the 1 day percent change If the Change Period is set to 4 and the Time Frame is set to 4 and Week the column shows the four week percent change Highlight Changes Highlight Changes sets a color notification of any changes in the column value Use the menu to determine the type of color notification and the picker to set the color of the
165. f the line Grab the midpoint box to move the entire line The lines auto matically calculate based on this drawn line 33 Click any box to open the QuickEdit for the lines There the color of the line and its opacity set to 100 by default can be set The From and To fields manually set the start and end point based on the value and date for each To change the value use the spinner or manually edit the value To change the date bar for the start or end use the left and right arrows on the right of the value box Click the Delete Drawing link to remove the lines Chart Text Rectangle Shapes I There are eight shape tools Value Label available Up Arrow Down Arrow 7 Right Arrow Ch ar t Tex t Left Arrow After selecting Chart Text click where the text should be on the chart The QuickEdit for the drawing appears after it is placed Right click the text at any time to edit it Click and drag the text to move it to a new location Click and drag the arrow off 7 the text and move it to any Chart Text location Float the mouse melinda ayo E over text to make three Hfrositin 1222400 5036 Sop boxes appear Grab any box f Pointer 1212400 4939 lt Delete Drawing and drag it to any location In the QuickEdit type the text to appear on the chart The color of the line and its opacity set to 100 by default can be changed The From and To fields manually set the position of the text and arrow based on
166. fer to the Per sonal WatchLists section on page 78 p Add Indicator 1 Day feate New WatchList WatchList Properties Just below the WatchList CE gandard and Poors Picker on the left is the WatchList Properties button Pressing this button opens the WatchList Properties window It has three tabs 69 Main Under the Main tab are four major items and options WatchList Properties Columns Row 1 Symbol Refresh Rate Frioritize Scan from Left to Right by Numer of Rules Passing E Link Symbol from TeleChart Columns The Columns section shows all of the columns and Watch List Scan Lights currently in the Main WatchList Click any of the columns or light names to bring up their Edit Column window Columns Columns Row 1 Column Name Symbol Column Ascending Descending The Edit Column window allows the changing of the name font information formatting and colors for that column The option to sort by that column in either ascending or descending order is there To make the column to highlight a certain color every time its values change switch the None 70 StockFinder Manual option next to Highlight Changes to one of the highlight op tions To the right of that pull down menu is a color picker to set the color of the change To manually set the Column Refresh rate under the Highlight Changes check the Column Refresh Rate option Below that set the refresh ra
167. file or files When the export finishes either the single file will automatically open inside the installed spreadsheet program for the computer or the option to view the files appears if Multiple Files is selected The data in the export file or files can be manipulated or changed without affecting the source data used by Stock Finder Hine iret Pegelopoue Fami Deia Ariea i gd dni dirigi Pr General Djam oming Gemet aF A kA a EFA e o i Ft Tape Fiare F ER nie g Bomu e A E Cat snes EET pater setect Cipori Fare apna H piben M ahves cen tihng t PA Time Sipe History Open Price Hetory High Price History lew Price Hishory Ciose Mowing 11 Down Candle JIDO p zL 12 Ay iL a TALE BAAN 4 00 Peel ELL a J20 7329 LIP FALTE VIA a0 Pel mg 1255 5 Eef FALSE MIYA 4 09 Peel Bf 32 39 My AAH TALE 215 207 4 00 Peel mag Jaga 71 HIHI 4 0 Peet BLET 3239 37 LSAT L F 3 7 IF LET ILA As Peel 61 32 95 z113 NANAHI 4 00 Fh m 3 maz 73 DEADH as Peel ma a 12 53 08 DAM 4 00 Pei ENIT 15 01 3 3 WIM ar Peel m a l ILS 23 73 UEA My 4 0 Peel 743 12 81 23 41 FLUIT pop Peel ELTI 32 13 EE Ma RUT 4 00 F 34 EER Jz JET FID A Feet 518 m ILG1 31 73 ma iz 127 The ScratchPad is a place to store text and or images within a Layout It can be used to keep notes or transfer and display information from other sources The ScratchPad can display Rich Text files created in ScratchPad or other programs and can op
168. for that tab Type to Search searches all shared items not just the most recent Click any of the column headers to sort the list The Author column shows the name of who shared the item The Name column shows the name of the item Date is when the item was shared Views shows how many times the item was opened StockFinder Manual Clicking once on any item will show the description text on the top right of the box A picture preview also appears if available Double click any item or select an item then click the Open button bottom right to open a shared item Clicking the Cancel button closes the shared library without opening any items Research The Research menu offers different research tools Research g Data Sheet News Buzz Web Browsers Data Sheet Selecting Data Sheet auto matically tabs a Data Sheet with the Main Chart Bloomberg TW CNN Live The Data Sheet displays all of the current values for the data provided by Morningstar for the active symbol The left and right navigation buttons arrows at the top left of the Data Sheet browse to the next or previous sheet Clicking the back button shows the in formation for the previous active symbol without changing the active symbol Clicking the forward button navigates forward in the display history The green Refresh button refreshes the Data Sheet ain fjuData Sheet F3 Data Sheet AA AA 30 Day Price Trend vs Market 0 30 5 Da
169. harts library If it is a new chart the Save As screen appears Here the name and a description of the chart can be entered Click the Details button and the expanded window appears Here the path for the saved chart and a link to an outside URL can be set Clicking the Save button on a chart that was previously f saved will bring up two op ff tions Click Save to save the J chart over the previous ver sion Click Save As to bring up the Save As window Email or Share a Chart Clicking the Email or Share a Chart button offers two options Email a Chart to a Friend Clicking Email a Chart to a Friend opens the Email a Friend window Enter the recipient s email ad dress in the Email To field The account login name appears by Your Name but it can be changed The email s subject can be entered in the Subject field 27 The large text box below Subject is for entering a message for the body of the email Clicking Send sends an email to the recipient including the subject body text a screenshot of the current chart The current chart is attached as a file to the email The recipi ent can save the attachment on their computer and open the chart in their StockFinder The recipient does NOT need StockFinder to view the screenshot of the chart Share to all Users Clicking Share to all Users shares the current chart to the StockFinder community The Share My Item screen appears Share Name is the nam
170. he following text typed will be underlined Strike Out Clicking Strike Out makes mm Poon ee cell stricken the text has a hori zontal line through it If the selected text is already stricken clicking Strike Out removes the stricken status If no text is selected when Strike Out is clicked the following text typed will be stricken Normal Clicking Normal removes any text effects from selected text bold underline italic or strike out If no text is selected when Normal is clicked the following text typed will be effect free Page Color Clicking Page Color opens a standard Color window Color selected in the Color window sets the background color of the current ScratchPad The Color window allows the choice of basic colors or the creation of custom colors Clicking the OK button closes the Color window Paragraph Clicking the Paragraph f menu opens a list of two sub F menus Paragraph Indent Indent Floating the mouse over the Indent menu opens a list of indent amounts If content is selected when an indent amount is clicked the Selected text will indent the chosen amount If no content is selected when an indent amount is clicked the following typed text will be indented the chosen amount Paragraph Bullets Options Align Align Floating the mouse over the Align menu opens a list of three text alignment options If content is selected when an alignment is clicked the selected t
171. he X Up Period is where the previous bar is set For the plot to cross zero in the last 3 bars and it is still above zero set the X Up Value to zero and the X Up Period to three Crossing Down Through Value The Crossing Down Through Value action looks for the plot to be below or at a cer StockFinder Manual percentage of the list that the value of the plot falls at or below is set The WatchList pull down menu sets the Watch List to use for the comparison For the value of the plot to be in the bottom 10 of the Standard and Poors 100 Component Stocks Watch List set the Ranks in Bottom field to 10 and then select Standard and Poors 100 Component Stocks from the WatchList menu The only stocks that pass are the stocks with a value for the plot that is less than or equal to 90 of the plot values for all the stocks in the Standard and Poors 100 Component Stocks WatchList Crossing Up Through X The Crossing Up Through X action looks for the plot Pt to cross up through another plot on the same scale as the plot chosen in the Rule Plot Crossing Up Through MovAvg el True 1 a of 1 a Almost Crossing tain value on the current bar but above or at it on a previ ous bar The X Down Value field is where the value is set The X Down Period is where the previous bar is set X Down Value 10 00 Down Period l For the plot to cross ten on the most recent bar it is below ten and just crosse
172. he average to react more to the more recent data point Front Weighted A front weighted average like an exponential average al lows the most recent data being averaged to impact the aver age value more than older data It is calculated differently than exponential averages but it also gives recent data more weight MovAvg Period The MovAvg Period sets the period of the moving average Popular settings include 200 100 50 20 10 and 5 Offset The Offset slides the moving average to the right or left on the chart It does not change how it is calculated only where on the Y date axis it appears Negative values slide the average to the left and positive values slide it to the right Stochastics Stochastics has two plots the K white and the D blue Each have their own unique setting options Stochastics Plot Style Line H Dash Strie Line Thickness 1 Draw On Chart Mini Chart Show Old Results While Calculating Change Net Change Stochastics K Period The Period is the period the stochastics looks at for its cal culation If set to 12 it will look at the last 12 bars for its values K K is the average period used to smooth the raw stochastic values Average Type Average Type is the type of average used by the K to smooth the raw stochastic values Stochastics D The Stochastics D line is a moving average of the K values Ther
173. he midpoint of each of the channels Click and grab either the start or end box to change the start or end point of the center line Grab the midpoint box for the center line to move the entire line Grab either box on the top of bottom of the channel to manually grab and change the width of the channel The channel will recalculate if there is a change to the length of the drawn line Click any box to open the QuickEdit for the channel There the color of the line and its opacity set to 100 by default can be set Checking the Extensions box extends the line in both directions The number of deviation errors used by the channel can be manually set as well QuickEdit _ Error Channel n Te i Extensions F p 100 Std Errors 4 98 From 11 28 4 00 14 16 4 00 ABT only Price History Delete Drawing The From and To fields manually set the start and end point based on the date for each To change the date bar for the start or end use the left and right arrows on the right of the value box At the bottom is the option to have the line drawn on only the active symbol or to use the dates to draw the line on every symbol in the system The Attach To menu decides what to attach the line to This determines which plot the regression will be for Click the Delete Drawing link to remove the line Fans There are two types of Fan drawing tools available EZ Gann Fan Fz Speed Lines Gann Fans After
174. he mouse over the drawn line causes three boxes appear at the start Pigs Foon midpoint and end of the line Regressions Click and grab either the start or end box to change the start or end point of the line Grab the midpoint box to move the entire line Horizontal Line Vertical Line b b gt Andrew s Pitchfork b Tirone Levels Quadrant Lines Click any of the boxes to open the QuickEdit for the line There the color of the line and its opacity set to rA 100 by default can be set 12940 h5 Ee Checking the Extensions pane een ee box extends the line in both E directions The extension color and opacity can be set in the QuickEdit as well Trend Line 100 H The From and To fields manually set the start and end point based on a value and date To change the value use the spinner or manually edit the value To change the date bar for the start or end use the left and right arrows on the right of the Value box Click the Delete Drawing link to remove the line The hot key for activating the Trend Line is CTRL D Horizontal Line After clicking the Horizontal Line click the location on the chart where the line should fall Hold the mouse button down and drag you can drag the line before it s drawn Floating the mouse over the drawn line causes a box to ap pears at the midpoint of the line Grab and drag the midpoint box to move the entire line Click the box to open the
175. he same options For a move down of 3 values or worse over the last three bars set the Move Amount to 2 and the Move Period to 3 If Smart is chosen there are two options the Move Period and where the Smart Measure Slide is set Measure Type Tiigi Move Period StockFinder Manual Move Period This sets the period of the move in bars For example to look for a certain move down for the last bar set the Move Period to 1 To look for a move up over the last eight bars set the Move Period to 8 Smart Measure Slide This slide qualifies the mini mum allowed move to pass the Rule The handle on the left of the slide can be moved up or down to any level Slowly Quickly There are four major levels on the slide If the slide is brought to the very top the blue shading covers the entire slide then any move down will qualify regardless of how small the move is Very Fast If the slide is set to anything below the top there will be a maximum required move to qualify that the Rule passes These minimums Slowly Quickly Very Fast are based on a proprietary function called Smart Measure Smart Measures look at how the plot normally moved in the past and then sets minimums to qualify as Slowly Quickly etc These Smart Measures are set by the program and match the visual move on the chart The lower the slide is set the worse the minimum move needs to be to allow the Rule to pass Greater Than
176. hey are prioritized from left to right A Rule that is left of any other Rules has priority The Rule to the far thest left has the top priority in the scan The stocks are grouped in the scan based on which Rules they pass and the pri ority of those Rules At the top of the scanned WatchList first will be all the stocks that pass the first priority Rule Within that group they will be ordered next by any that pass the first and second priority Rule Within the group that passes the first and second priority Rules next will be those that pass the first second and third priority Rule and so on The next major grouping are the stocks that do not pass the first priority Rule but do pass the second priority Rule This group orders based on the priority of the other Rules they pass This pattern of grouping continues with the last grouping being the stocks that only pass the lowest right most col umn Rule and no other rules Stocks are grouped based on the priority of all the rules they pass Stocks that pass the same exact Rules are grouped together Stocks that pass the exact same rules are not in a particular order they are only grouped together You can change from the default scan priority setting to grouping based solely the number of rules each symbol passes in the WatchList Properties window of the Main WatchList For more information on the Prioritize Scan option in the WatchList Properties refer to the Wat
177. hortcut columns by clicking the column To the right of some Rules is a blue information icon Float the mouse over the icon and a text window may appear that gives more information about the Rule Double click any Rule or select and click OK to add the Rule to the chart The Edit Shortcut button assigns or edits a shortcut assigned to at selected Rule For more information on shortcuts refer to the Shortcuts and Hot Keys section on page 123 Once a Rule is added to the chart the Edit Rule window ap pears Here changes to the Rule are made For more infor mation on working with Rules refer to the Rules section on page 57 Based on Indicator Clicking Based on Indicator brings up the Add Rule window The first pull down in the upper left corner sets the indicator the Rule is based on By default it shows Price History but the menu includes every plot on the chart as a choice Scan Watchlist Price History l Color y E Paint Price when Passing Moving Up Ranks In Top F Filter WatchList Show in WatchList Bars Since True Measure Type Smart Move Period Last Date True True En E True in a Row o E True in Period Very Fast E Show On Chart Quickly Slowly For more information on creating Rules and the other op tions on this screen refer to the Plot Indicator Based Rules section on page 57 Create in RealCode Clicking Create in Rea
178. how the same span in time For example if looking at a daily chart spanning from the beginning of November to the end of November roughly 20 or so bars changing to a weekly chart shows just the three to five weekly bars in November Overlay Symbol Name and Industry If the first option is checked the overlay on the chart of the symbol company name and industry will be visible If un checked it hides this overlay Below that option the color opacity and size of the overlay can be changed Legend Position The Legend Position setting determines where the legend for each pane appears By default all of the legends appear at the top of each pane Legends appear on the chart no space between the legend and the chart to the right or left of the chart If set to None there are no legends visible in any panes Legend Font The Legend Font sets the font and size of the legends in all of the panes of the chart Splitter Color The Splitter Color sets the color of the pane splitters for the chart The pane splitters are the horizontal lines that sepa rate the panes from each other Splitter Size The Splitter Size sets the size thickness of the pane splitters for the chart The pane splitters are the horizontal lines that separate the panes from each other Tool Bars The four check boxes make the four Tool Bars visible or hidden By default only the top bar is visible Pane Controls There are four buttons in the top l
179. ick Search Shortcut When looking at the Layout with no other windows open type a forward slash to initiate the Quick Search Shortcut jstochastics Indicator Indicator s Stochasbcs of Indicator ar Indicator Stochastecs Long Term EMA Filter The Quick Search Shortcut gives access to all of the short cuts Layouts charts indicators and Rules available in the program To add or open any item type part of the name after the 7 For example the easiest way to add the Down Candle Rule is to type down candle and choose it from the filtered list To add the stochastics indicator type stochastics To open a new candlestick chart type candlestick then pick the candlestick chart from the filtered list Type Shortcut and Hit Enter Shortcut candlestick Comanche mt p Colored z Indicator a Ra Chart Shortcuts Pressing the key in the Shortcut column causes the action If there are two or more keys shown they should be pressed together The term wheel refers to the mouse wheel Chart Shortcut Action Opens Quick Search Change to 1 day daily Change to 2 day Change to 3 day Change to 4 day Change to weekly Change to 6 day Change to 7 day Change to 8 day Change to monthly Change to 1 minute Change to 2 minute Change to 5 minute Change to 15 minute 123 Chart Shortcut E E f 3a
180. ight of the decimal Under Font check if the grid lines should be visible or not The lines color opacity and the style are all changeable Z Show Grid Lines Jv 30 Ee Line Style Solid Under the Grid Line options set the color of the scale to be either the same as the plot or to specific colors Use same color as plot Text Color Fill Background Draw Broder Under the color options set where the scale is positioned and how the text is aligned At the bottom of the Display column toggle the status and the status color The scale status ap pears under the scale 42 Arithmetic When Arithmetic is checked the scale is arithmetic each grid line is the same visual distance Logarithmic When Logarithmic is checked the scale is logarithmic Each line is the same number of ticks but the grid lines will get visually closer to each other as the scale numbers increase This scaling is based on percentage moves In a log scale a jump from 10 to 20 100 increase has the same visual distance as a jump from 20 to 40 also a 100 increase Fixed Log When Fixed is checked the scale is logarithmic but the fixed percentage of the log can be set by editing the scale Exponential When Exponential is checked the scale is exponential Each grid line is the same value distance but the grid lines space visually based on exponential growth This means a jump from 75 to 80 has a larger visual distance on the chart
181. ine Woh ins ton to add or change the shortcut for the indicator For more information on Shortcuts check out the Shortcuts and Hot Keys section of this manual Negatve volume Mde ial Positive Volume Index Create in RealCode RealCode Editor Selecting Create in Real Code opens a New RealCode Indicator window Name the new indicator then click OK After naming the new RealCode indicator a RealCode Edi tor opens Chapter updated Apr 2009 StockFinder Manual Save Clicking the Save button both in top left and bottom right of the editor saves the indicator by the name given Reference an Indicator Rule Clicking the Indicators Rules button brings up the Reference _Indicator Rule window Select the indicator or Rule to reference in the code and click OK A line will be added to the code that assigns a variable to the selected indicator or Rule The variable can be referred to in the code For more information on RealCode check the RealCode Programmer s Reference available on www StockFinder com Password Click Password to assign and verify a password for fy RealCode Password the RealCode If shared the indicator or a chart with this f indicator on it only those Dan m mea with the password can view the code Password Verify Password Auto compile When this is checked the code will automatically compile This will not ha
182. int date this style is identical to a line plot style If the plot has an open high low and close last for each data point it plots as a candle stick A candlestick has two main parts the body and the wick The wick is a vertical line that runs from the highest to the lowest point of the candle The top of the wick falls at the high The bottom of the wick is at the low The body of a candle will be either solid filled with the color of the plot or hollow outlined by the color of the plot but filled with the background color of the chart If the body is hollow the top of the body is the close and the bot tom of the body is the open If the body is solid the top of the body is the open and the bottom of the body is the close Dash Style The Dash Style determines the style of the candle s outline If set to solid the outline of the candles will be solid The other settings break up the candle outlines into dashes dots or some combination of the two HLC Bar If the plot has only one value per data point date the HLC Bar style is identical to a line plot style If the plot has a high low and close last for each data point it plots as a HLC Bar There are two parts to the HLC Bar the bar and the right hash The bar is a vertical line The top is the high and the bot tom of the line is the low The hash is a horizontal line that drawn to the right of the vertical line The hash is the close Even if the d
183. ion of AND or OR sets Use the pull downs between each Rule to set how they are connected On the right are all of the options for using the the Rule Scan WatchList etc For more information on these options refer to the Using a Rule section on page 61 Rule When True To the right of each Rule in the combo is the Rule When True button Clicking the button opens a menu with three options Gl Qoown Candle And g Price History Move Up Quiddy 5 tS ls True Within Last 20 l bars 15 eto 20 l bars ago Is True Is True is the default option when a Rule is added to a Combination Rule When selected the Rule must pass be TRUE to qualify within the Combination Rule Within Last X Bars When Within Last X Bars is selected the Rule qualifies in the Combination Rule if the Rule passes is TRUE anytime in the range of bars set For example if set to 10 bars the Rule only needs to pass once in the last 10 bars to qualify within the Combination Rule X to X Bars Ago When X to X Bars Ago is selected the Rule qualifies in the Combination Rule if the Rule passes is TRUE anytime between the range of bars set For example if set to 10 to 20 Bars Ago the Rule needs to pass once within the range of 10 to 20 bars ago to qualify within the Combination Rule Tabs At the top of the window there are two tabs The Main tab is where the Rule parameters are set the Info tab has a descrip tion and or
184. isibility of last value of the plot on the scale Add Horizontal Pointer Clicking Add Horizontal Pointer adds a Horizontal Pointer to the chart scale used by this plot For more information on horizontal pointers refer to the Add Horizontal Pointer section on page 42 51 Scale With Going to the Scale With item brings up a list of the differ ent scale groupings in the pane The grouping the plot is already a part off will be checked Select another grouping to change the scale group the plot uses Show Clicking Show toggles the display of the scale used by the plot on and off Show Yesterday s Close If right clicking Price History the Show Yesterday s Close option is available Clicking it sets the visibility of the blue line for yesterday s close For more information on the blue line for yesterday s close refer to the Show Yesterday s Close Line section on page 49 Copy Clicking Copy copies the indicator to the Window s clip board It can be pasted using the Paste command Paste Clicking Paste pastes the last copied indicator or pane to the chart Email Indicator Selecting Email Indicator opens the Email a Friend win dow Enter an email address to send the indicator to with a subject and body for the email On the right is a preview of the pane being sent Clicking Send emails the pane and indicator to the Email To address The recipient can then save the attached pane and open it in
185. ist section on page 69 1 of 42 Items in WatchList Trade Center Clicking Trade Center opens the TDAmeritrade Trade Cen ter window For more information on the TD Trade Center refer to the Trade Center section on page 108 Interactive Brokers Floating the mouse over Interactive Brokers opens a sub menu To learn more about the Interactive Brokers interac tion in StockFinder refer to the Interactive Brokers section on page 103 Brokers Settings Windows Help T TD AMERITRADE A Interactive Brokers H Connect to TNS x optionsXpress j My Positions O amnannent St m ETCEN Connect to TWS Clicking Connect to TWS connects StockFinder to Acceptincoming connection attempt Trader Workstation and the IB account Trader Workstation must be open i and logged into an account to connect A new window appears from Trader Workstation asking to accept the incoming connection Click the Yes button to connect the programs Once connected StockFinder opens a new WatchList win dow below the Main WatchList showing all of the current IB positions the net shares and entry price on each position Trade Sliders also open on the right of the chart For more information on Trade Sliders refer to the Trade Sliders section on page 108 My Positions Clicking My Positions opens a My Positions WatchList set to the Interactive Brokers Current Positions WatchList Chapter updated Apr 2009 StockFinder
186. ists header Clicking on the WatchList name link opens the list in the Reader When the list is open in the Blog Reader click on any symbol to make that the Active Symbol in StockFinder Subscribe There are three links under the Subscribe heading Subscribe to Blog Clicking this link adds the blog to the My Subscriptions list Subscribe Subscribers Clicking the Subscribers link brings up a list of subscribers to the blog including a link to their blog if available RSS Feed Clicking RSS Feed opens the RSS Feed code needed for other RSS Feed readers Top Categories Blog entries can be assigned categories The Top Catego ries list ranks the categories used on the blog by frequen cy Clicking a category on the list opens all the entries assigned that category Top Categories Categories This lists all the categories used in entries with the font size indicating how often the category is used Click any category to bring up the entries assigned that category Archive All entries from previous months are archived and available via these links Click a month to open a list of all the entries from that month About Archive About About displays the information entered by the blog Author Usually it includes some history background and the blog s purpose 121 StockFinder has several shortcuts and hot keys so accom plishing common tasks takes less steps and effort Qu
187. it If the slider is set to Challenging New High it will include any stock that are also At New High or at a Breakout New High It only excludes items below the slider If set to At New High it will include those challenging new highs Making New Low The Making New Low action looks for the plot to record a lower or lowest value for the previous X bars Price History Making New Low The Low Period sets how far back the program looks to determine the previous low to compare the current value to If you want a 50 bar low set the Low Period to 50 The slider sets if the current value can be challenging the new low close to at or below at the new low not a new low but matching a previous low or a breakout new low the current value is less than any value in the previous period The slider is inclusive of everything below it If the slider is set to Challenging New Low it will include any _ stock that is also At New ot i E Bars DS Challenging NewLow Low or Breakout New Low epee It only excludes items above the slider If set to At New Low it will not include those challenging new lows Price History Making New Low Low Period 505 Breakout New Low 59 Crossing Up Through Value The Crossing Up Through Value action looks for the plot to be above or at a cer tain value on the current bar but below or at it on a pre vious bar The X Up Value field is where the value is set T
188. ive Symbol section of the BackScan A EE ANR x ner menu is the WatchList By Pointer Date Results section The items on in this section of the menu wt Pl ii are based on a WatchList f SP Epo The WatchList being used is shown at the top of this sec tion of the menu Open Trades Results When Results is first clicked the BackScan is run on every stock in a selected WatchList Above the results report the WatchList being used may be changed If set to the Active WatchList the default the BackScan is run on the Layout s Active WatchList Watchlist Active WatchList Update Last Update 7 13 An Winners Losers Trades 1047 939 Return Trade 3 85 5 47 Time Trade 14 1 bars 18 9bars 16 3 bars Best Exit 5 95 2 23 4 17 Draw Down 3 40 10 57 7 82 Worst Exit 2 699 8 80 5 56 Winning o D2 Gain Loss Ratio 0 7 Ann Return Trade 32 yr 773 892 Conditions tested in 11 45 seconds 67 607 conditions sec If anything changes in the BackScan the WatchList or anything in the Rules section the Update button must be pressed to run the BackScan again with the new settings To the right of the Update button it shows the time of the last update Below the Update button is a summary report for the Back Scan run on the WatchList This report shows the results of the BackScan for every stock in the selected WatchList There are nine rows of results and three category columns in the report
189. keys to pan left and right in time Pressing the or keys on the keyboard move the chart to the left or right one bar at a time Holding down the CTRL key and spinning the mouse wheel up or down it pans the chart forward or backward in time by several bars Holding the SHIFT and CTRL keys while spinning the mouse wheel pans as well but only one bar at a time When the chart is set back to past data the right most bar is not the most recent data the current price of the stock will appear as a value box on the price scale in blue text To bring the chart current click the yellow double arrow that appears on the bottom right of the Pan and Zoom bar This only appears if the chart is not showing the most current bars Feo uu Norma _9 _ N fUUG Jan UU Zooming There are several ways to increase or decrease the number of bars visible on the chart Floating the mouse over any part of the chart and spinning the mouse wheel up or down zooms the chart 15 22790 Veh 4 Holding the SHIFT key Dec 2008 lec UUS while spinning the wheel also zooms but at smaller increments Jan 2009 Grabbing either side of the blue highlighted area of the Pan and Zoom bar and slid ing the vertical bar to the left 44 StockFinder Manual or right zooms the chart The presence of the price preview makes it easy to zoom in or out to specific price events in the history of the symbol Floating the mouse over
190. lCode brings up the New RealCode Rule window asking for a name Name the Rule and click OK This opens the RealCode Editor The Save button in the top left saves the Rule f a RealCode Editor Mj lal Indicators Rules Password v Auto Compile Rule color The ndicators Rules button creates variables in the code for indicators and Rules on the chart When clicked a Refer ence Indicator Rule screen appears with a tree for all Rules and plots on the chart Select the plot or Rule to reference in the code and click OK At the top of the code window the reference is inserted For more information on how to use the reference and writing RealCode download the RealCode Reference manual on www StockFinder com The Password button password protects the code Only those with the password have the ability to see protected code The Rule s color is set in upper right corner with the color pull down For more information on writing RealCode download the RealCode Reference manual on www StockFinder com Once the code is written click OK to close the window and the Rule will be on the chart Create Combo Clicking Create Combo opens the Edit Combination Rule window At the top of the window is a field to name the Combination Rule To the right of the Name field is the color picker for setting the Combination Rule s color Cirig Files here to ode Click the PLUS button to add a Rule to the combinati
191. lable though optionsXpress Trailing Stop If Trailing Stop is chosen a mini ticket opens with the symbol trigger price choic es time options duration options and the set a trigger option Contingent Order Clicking Contingent Order opens a mini ticket with the symbol trigger price Advanced None Preview Trailing Stop Contingent Order One Triggers Other Stock Symbol One Triggers Other Option Advanced Trailing Stop Criteria Symbol AAPL Trigger Price default up X Time E 9 30 AM To 4 00 PM Duration Good Until Cancellec w E Set a Trigger on your Trailing Stop Advanced SJuan Ga Trigger Price defaut v greater w Time E 9 30 AM To 4 00PM Duration Good Until Cancellec w choices time options and duration options One Triggers Other Stock Clicking One Triggers Oth er Stock opens a mini ticket with the symbol action choices quantity choice All or None option type choice duration choice and routing choice 106 Advanced One Triggers Other Stor v Symbol NA Action Buy Z All or None Quantity Shares Type Limit Price 0 01 Duration Day Order Routing Default StockFinder Manual One Triggers Other Option One Triggers Other Option is the same as the OTO Stock above but for options Advanced One Cancels Other OCC v Symbol NA One Cancels Other Action Buy x One Cancels Other is the
192. ld plots are moving averages or Bollinger Bands Add Child Plot Clicking the Add Child Plot link brings up the Add Indicator window with the Child option checked For more informa tion on adding indicators and the Add Indicator window refer to the Add Indicator section on page 23 50 StockFinder Manual List of Child Plots using Edited Plot Below the Add Child Plot link is a list of any child plots present on the chart based on the edited plot The list will give the color and name of the child plot Add Indicator to Main Chart RealCode il Adjusted Rate of Change of Indicator Average True Range of Indicator Bollinger Bands Commodity Channel Index CCI of Indicator DEMA Detrended Oscillator of Indicator Donchian Channels Envelope Channels Keltner Channels paf Cn Cn Charl i an Che he Clicking the name of the child plot opens the Edit screen for that plot All of the options for editing a plot are there To the right of every child plot is an X icon Clicking this deletes the child plot from the chart Info The Jnfo tab contains any additional information for the plot Help URL puta web address here a Delete Plot Description The Description area is to add a description or review an already entered description for the plot Chapter updated Apr 2009 StockFinder Manual Help URL The Help URL field offers a URL to an outside
193. le If a stock passes the Rule BackScanner will open a historical short position based on At Setting and Bars From Now setting chosen Buy Cover Clicking Buy Cover creates a Buy Cover Test Rule If a stock passes the Rule BackScanner will close an opened historical short position based on At Setting and Bars From Now setting chosen Exit All Clicking Exit All creates an Exit Test Rule If a stock passes the Rule BackScanner will close any opened historical long or short position based on At Setting and Bars From Now setting chosen Remain Long Clicking Remain Long creates a Stay in Trade Test Rule If a stock passes the Rule BackScanner will keep an historical long position open regardless of any exit or sell rules that have a lower priority Remain Short Clicking Remain Short creates a Stay in Trade Test Rule If a stock passes the Rule BackScanner will keep an histori cal short position open regardless of any exit or cover short rules that have a lower priority Remain in Trade Clicking Remain in Trade creates a Stay in Trade Test Rule If a stock passes the Rule BackScanner will keep an histori cal long or short position open regardless of any exit cover short or sell rules that have a lower priority Edit Rule Clicking a Test Rule opens the Edit Rule window where you can change the settings of the Test Rule o bain 1 gt Bars from Now When Conditionis True hd Rule Type Clicking the Rule Type O
194. licking Chart Properties opens the Chart Properties i j Chart Properties window for the chart right eres grou or clicked in Each of the op EG s Tp tions in the window can be f item Selection Distance 0 2 changed Zoom by Plot Count E Overlay Symbol Name and Industry Ra Background Color The Background Color pick er changes the background color of the entire chart _ _0 Legend Posto Legend Font Tahoma 10 Splitter Color why Splitter Size 3 Margins The Margins settings in crease or decrease the left and right margins of the chart The larger the num bers set here the more black unused space appears between the left or right of the plot chart and the chart edges E Right E Item Selection Distance The Item Selection Distance determines how close the mouse needs to be to a plot before it becomes selected it has the highlight boxes appear and is available for clicking The larger the number the farther away from the plot the mouse pointer can be before it becomes highlighted by the boxes Zoom by If Zoom By is set to the default Plot Count as the time frame of the chart changes the chart will always show the same number of bars For example if looking at a daily chart with 40 bars visible 40 days change to a weekly chart still shows 40 bars this time 40 weeks If set to Date Span as the time frame of the chart changes it always strive to s
195. ling 51 Scaling Method 47 Scan Grouping by lights 61 Light 61 Prioritize 70 Sort results 74 WatchList 61 Scan Light 61 Defined 2 WatchList grouping 61 Scanning Defined 2 ScratchPad 129 Adding Content 129 New 129 Align 131 Auto Name Window 132 Bold 131 Bullets 131 Copy 129 130 Cut 130 Edit 130 File 129 Font 130 Color 131 Select 130 Chapter updated Apr 2009 StockFinder Manual Icon Menu 132 Indent 131 Insert Image 130 Italic 131 Justify 132 Menu Top 129 New 6 Open 129 Options 132 Page Color 131 Page Setup 130 Paragraph 131 Paste 129 130 Preview 130 Print 130 Redo 130 Save 129 Save As 129 Select All 130 Strike Out 131 Underline 131 Undo 130 Screen Shot 14 Select All ScratchPad 130 Chart 6 15 Indicator 23 WatchList 6 Select Font ScratchPad 130 Sell 85 Sell Short 86 Sequence Rule 36 40 65 Adding Rules 65 Sequence Order 66 Service Activating 1 Settings For Popular Indicators 52 General 13 Global 13 Submenu 11 Shade Region 47 Shape 34 47 Arrows 34 Chart Text 34 Ellipse 34 Rectangle 34 Value Label 34 Share Browse Shared 8 17 Chart 8 17 27 Layout 7 17 Menu 7 Personal WatchList 80 Shared Items 8 16 Shared Items 16 Shortcut 11 Chart 123 Edit indicator 24 Quick Search 123 WatchList 124 Short Trades 93 Show in WatchList 48 63 Bars Since True 63 Last Date True 63 True ina Row 63 Show Last Indicator Value 49 51 Show Old
196. lter uses two rules only those Standard and Poors 100 stocks that pass both filtering Rules show in the list Any component of that WatchList that fails to pass both Rules is hidden from the list of symbols Filter Refresh Rate Below the list of Rules is the Filter Refresh Rate menu This sets how often the filter is refreshed based on the most recently available data This only matters at the Platinum service level where new data is streaming into the program when the market is open Colors Colors is the third tab in the WatchList Properties window It presents a list of color pickers tied to different WatchList elements Here the colors for different backgrounds bor ders headers and cells are set Selected Row Border Color Inactive List Selected Color Multi Select Background Color Header Background Color Header Cell Color Header Border Color Add Column To the right of the WatchList Properties button is the Add Column button This is one way to add a column to the Industry WatchList When clicked a Last menu of available columns Net Change appear Click any item in the fave Change menu to add it as a column oa Sub Industry Fund Category To edit any column float Loe symbol the mouse over the column Volume header and click the down ar aiii row that appears on the right of the header then choose Edit Each Edit screen of fers options and formatting and a Delete Column link at the bottom To s
197. lue Scale Size Value Scale Size The Value Scale Size slider adjusts gt P the size of the value scales on the Piot Nome ize right of the chart Date Scale Size Plot Name Size The Plot Name Size slider adjusts the size of the plot names in the pane legends Date Scale Size The Date Scale Size slider adjusts the size of the date scale along the bottom of the Create New gt chart togintobroker gt TD AMERITRADE Copy Pane Interactive Brokers Paste optionsXpress Print Options Clicking Print Options opens a Page Setup window This window allows the changing of paper size source orienta tion and margins 35 Name The Name display shows the name of the symbol typically the company name on the chart Turers Mainr Ticker The Ticker display shows the ticker of the symbol on the chart Daily Change The red Daily Change shows regardless of the time frame of the chart the daily net and percent change for the chart s symbol The changes are updated in real time with Platinum service Chart Right Click Menu Right click the mouse in any empty space in a pane opens Add Indicator a menu of options Add Rule Create New Add Indicator Clicking Add Indicator brings up the Add Indicator Pace window Select any indica fh Ema Chart tor on the list to add it to the chart For more informa fi tion on the Add Indicator window refer to the Add Indicator
198. lumn Date Clicking Date opens the properties window for a new date column Once the desired block connections are made from Column Symbol feeding the ticker for each symbol in the WatchList to the Column Data Block looking for a date input the date data will be displayed in the new column Chapter updated Apr 2009 StockFinder Manual T F Clicking 7 F opens the properties window for a new T F column Once the desired block connections are made from Column Symbol feeding the ticker for each symbol in the WatchList to the Column Data Block looking for a True False input the T F data will be displayed in the new col umn Flag Clicking Flag opens the Select Block window Type the de sired WatchList to show a flag for in the column in the Name field which filters the list Blocks ist Source Monogram Accessor Fd Accident amp Health Insurance Activa Adjustable Rate Mortgage Fund Advance Capital I Advertising Services Advertising Services Canadian Aerospace Defense Aerospace Defense Canadian Aerospace Defense Major Dive Aerospace Defense Products amp Aerospace Defense Products amp AFBA 5Star Funds Agricultural Chemicals Agricultural Chemicals Canadia AIM Funds A AIM Funds B AIM Funds C AIM Institutional AIM Investments A AIM Investments B AIM Investments C AIM Investor Class i liunn O Craninht Description here Air Na By Types Input OutputSym series Once th
199. n Create 36 Save 25 Select 23 Indicator Average 81 Industry 72 Insert Image ScratchPad 130 Install 1 Interactive Brokers 103 Connecting with Trader Worksta tion 103 Connect to TWS 10 My Positions 10 Submenu 10 WatchLists 103 Invert Scale 42 Is True 65 Italic ScratchPad 131 Item Selection Distance 37 J Jump to Symbol 78 Use TeleChart style jump to J Hotkey 13 Justify ScratchPad 132 L Label Custom 55 Last 72 Last Date True 63 Layout Creating New 5 Defined 1 Delete 5 Email 7 16 New 5 15 Open 5 15 Opening 5 Recent 5 Save 6 15 Save as 7 Send 14 Share 7 17 Legend Font 37 Position 37 Length 92 136 Less Than Value 59 Line Andrew s Pitchfork 29 Grid Show Hide 42 Horizontal Line 29 Plot Style 46 Quadrant Lines 29 Spacing 42 Tirone Levels 29 Trend Line 28 Vertical Line 29 Link Symbol from TeleChart 71 78 Load Column 75 Lock Symbol 27 Logarithmic 42 51 Login Broker 37 Long Trades 93 Losers 92 93 96 M MACD 54 MACD Histogram 54 Main WatchList 69 Making New High 59 Making New Low 59 Manual Start or End Dates 90 Margins 37 Measure Type 57 58 Mini Chart 48 Minimize Chart 23 Morningstar Canadian Financial Stats Source Properties 12 Morningstar Company Financial Stats Source Properties 12 Mouse Item Selection Distance 37 MovAvg Period 53 Move Pane 52 Move Period 58 59 Moving Average Front Weighted 53 Offset 53 Period
200. n 7 34 E Chapter updated Jul 2009 StockFinder Manual Sort Menu The table can be sorted by thirteen different fields from the Sort menu If the Descending Order option is checked the table will sort in descending order otherwise it is sorted in ascending order by the item selected in the Sort menu Symbol If Symbol is selected the table is sorted in alphabetical order by the ticker symbol Ann Trade If Ann Trade is selected the table is sorted by the average annualized return per trade for each symbol Winning If Winning is selected the table is sorted by the winning percentage for each symbol Gain Loss Ratio If Gain Loss Ratio is selected the table is sorted by the gain to loss ratio for each symbol Winners If Winners is selected the table is sorted by the number of winning trades for each symbol Losers If Losers is selected the table is sorted by the number of losing trades for each symbol Trades If Trades is selected the table is sorted by the total number trades for each symbol Avg Win If Avg Win is selected the table is sorted by the average return on the winning trades for each symbol Avg Lose If Avg Lose is selected the table is sorted by the average return on the losing trades for each symbol Avg If Avg is selected the table is sorted by the average return on the winning trades for each symbol Avg Win Time If Avg Win Time is selecte
201. n Light In the Main WatchList all stocks the pass the Rule receive a scan light at the bottom of their cell The scan light has the same color as the color assigned to the Rule If a stock passes more than one Rule it will have a light for each of the Rules at the bottom of the cell e a en ee T AMZN Inc FDX NYSE Fedex Corp Add Rule DELL Nasdaq Clicking on the scan light under any cell causes the chart with that Rule to come to the foreground if tabbed behind something else and the Rule jumps on the chart to make it easy to find WatchList Grouping by Lights If there is only one Rule scanning the WatchList all of the stocks are in two potential groups The first group is the stocks that pass the Rule have the scan light They are grouped to the top of the WatchList There is no specific order if more than one stock passes the Rule If no stocks pass the Rule there is no first grouping All stocks are part of the second grouping stocks that do not pass the Rule 61 The second group stocks that do not pass the Rule are grouped together in no particular order under any stocks in the first group stocks that do pass the Rule if there are any If there are multiple Rules scanning the WatchList the order of the groupings work based on a priority system Scan Lights appear on stocks that pass their Rules Scan Light column headers show in a row above the Watch List T
202. n their StockFinder The recipient does NOT need StockFinder to view the screenshot of the Layout Email Chart Clicking Email Chart opens the Email a Friend window Enter the recipient s email address in the Email To field The account user name appears in the Your Name field but can be changed The email s subject can be entered in the Subject field The large text box below Subject is for entering a message for the body of the email Clicking Send sends the email to the recipient including the subject body text a screenshot of the current chart The current chart is attached as a file to the email The recipi ent can save the attachment on their computer and open the chart in their StockFinder The recipient does NOT need StockFinder to view the screenshot of the chart Share Layout Clicking Share Layout shares the current Layout to Se eae the StockFinder community Share Name If it is an unnamed Layout it will prompt to save and i name the Layout Password optional Type a password to view this item The Share My Item window Web Address ary opens Share Name is the name that the Layout will be shared under Description is the information text shown in the share library Entering a password in the Password field requires the others to enter the password to open the shared Layout from the library Web Address attaches a web link to the shared Layout ipara yor hiogcom
203. nd 30 Best Exit The Best Exit shows the average best exit for every trade in each category The best exit is the percent change from the trade opening price to the highest high for longs or the lowest low for shorts in the trade If a long trade opens at 10 and at one point trades up to 20 before closing at 15 the best exit will be 100 measured from 10 open to 20 highest high The only two points used to measure the best exit is the opening trade price and the trade s highest high for longs or the trade s lowest low for shorts This number gives a sense of the upward volatility of the trades It shows how much the trades go the right way at any point during the trades Draw Down Draw Down shows the average draw down for every trade in each category The draw down is the most given back dur ing the trade All of the retracements during each trade are evaluated then the program measures the draw down from the most extreme retracement during the trade This number gives you a sense of the volatility of the over all trades Can you handle giving back this much during a trade Think of Draw down as the gut check during a trade If your risk tolerance cannot handle the draw down for the BackScan it may not be realistic for your trade style Worst Exit Worst Exit shows the average worst exit for every trade in each category The worst exit is measured from the open of the trade to the lowest low for long
204. ndicator window without adding an indicator 23 rr Add Indicator to Main Chart SSE ES RealCode 5 Day Trend vs Market I Acceleration Bands Accumulated Depreciation and Depletion a Adjusted Rate of Change of Indicator Adjusted Rate of Change Advance Dedine Line percent change Advance Dedine Line Advance Dedine Ratio Advance Dedine Volume Type to Filter At the top left of the box is the Type to filter list field Typing text into this box will filter the library of indicators f based on what is typed For example typing volume will cause a filtered list of the indicators that have vol ume in their name Volume weighted MACD E Volume Price Confirmation VPCI a Dollar Volume E On Balance Volume ml Industry Volume Bars Create New To the right of the Type to Filter field is the Create New button Clicking Create New is the same as selecting Create In RealCode from the Add In dicator button For more in formation refer to the Cre ate in RealCode RealCode Editor section on page 24 Browse To the right of the Create New button is the Browse button This brings opens a file browser to choose a different folder with saved indicators Select a folder that has indicator files in it Those indicators will appear in the library Tabs Selecting the ALL tab above the library populates the librar
205. ndustry Clicking Industry displays the Morningstar industry clas sification for the stock 1f available Last Clicking Last displays the most recent price for the stock If the market is closed this will be the same as the close for the most recent bar At the Platinum service level this value is streaming when the market is open Net Change Clicking Net Change displays the net change of the price for each symbol Edit the column for more options And Colors To set the color and opacity of the cell if the number is greater than or equal to the gt or lt number by setting the Color The Color sets ae the cell background for any so lt E values that are less than the fj Change Period TE value in the gt or lt field Mes ae Column Refresh Rate 0 Descending gt or lt Field The gt or lt is the value that determines if the cell uses the Color or the Color for its background Any values greater than or equal to the gt or lt value use the Color for their background Any value less than that number use the Color E3 Delete Column Net Change Period The Net Change Period sets the period for the change The default 1 means the net change is from the most recent time frame bar to the previous one If changed to 10 it will pres ent the 10 bar net change Time Frame The Time Frame sets the time frame of the change The default 1 Day sets
206. nge price point halfway between the high and low of the bar set in the Bars From Now setting High Selecting High makes the Trade Rule will execute at the high price point of the bar set in the Bars From Now setting Low Selecting Low the Trade Rule will execute at the low price point of the bar set in the Bars From Now setting Bars from Now The Bars from Now setting determines when the Trade Rule is executed relative to when the Rule was passed If set to O zero the execu tion occurs on the same bar that the Rule was passed If set to 1 then the trade is executed the bar after the Rule was passed Think of now in Bars from Now as the bar that passed the Rule 89 Manual Start or End Dates At the bottom of the Rules section is the ability to set a manual start and or end date for the BackScan If left un checked the BackScan will run for 5 000 bars by default unless the bar limit is changed in the Settings menu One or both may be checked Backs scanner A 9 08 03 5 i 9 09 03 Manual Start Date Checking the Manual Start Date sets a specific start date for the BackScan Either type in a specific date and time for BackScanner to start the BackScan or click the down arrow and use the calendar control to set the start date Manual End Date Checking the Manual End Date sets a specific end date for the BackScan Either type in a specific date and time for BackScanner to end the BackSc
207. ni Chart 48 Net Change 48 New 6 Open 18 Personal 78 Create 78 Delete 80 New 79 Open 79 Rename 80 Share 80 Picker 69 Properties 69 78 Publish 18 Raw Value 48 Refresh Rate 70 73 Scan 61 77 Select 6 StockFinder Manual Show in 63 Show plot 48 Watermark See also Overlay Print 35 Show Hide 27 Web Browsers 9 Welcome Tour Show 13 When Condition is 87 Window Code 25 Defined 1 Disable Boundary Check 13 List of current in layout 14 Minimize Maximize 21 Warn too many 13 Windows Menu 13 Winners 92 93 96 Winning 92 96 Within Last X Bars 65 Worden Minute Source Properties 12 Worden Peter 112 Worst Exit 91 93 94 96 www Blocks com 111 Z Zacks Canadian Financials Source Properties 12 Zacks US Financials Source Properties 12 Zoom by 37 Zooming 44 Chapter updated Apr 2009
208. night Trader BenchmarkJournal com Complimentary Analyst Review for SNE FTR GSand AA 12 29 2008 10 28 AM Market Wire 8 K ALCOA INC 12 23 2008 3 00 PM Edgar Online EDK 8 Ks S1 S 4 Comtex Smartrend R Morning Call m23 yr 12 23 2008 8 27 AM Comtex SmarTrend R Alcoa executes power agreements in Quebec through 2040 12 23 2008 5 48 AM M2 Cuu g u The left and right navigation buttons arrows at the top left of the window browse to the next or previous symbol head line viewing history Clicking the back button shows the news for the previous active symbol without changing the active symbol Click ing the forward button navigates forward in the display his tory The green refresh button refreshes the displayed news Web Browsers Clicking Web Browsers brings up the Add Browser box It includes all of the browsers available RealCode x AOL Finance Detailed Quotes x AOL Finance Fundmentals x AOL Finance News amp Analysis x AOL Finance Performance x AOL Finance Press Releases x AOL Finance Profile x AOL Finance Quotes amp News x CANOE Money Quotes Type in the Type to filter list box to filter the browser list based on the characters typed For example typing the words Options limits the library list to only the browsers with Options in their names If no browsers match the typed text the library appears empty The
209. ning trades by the absolute percent change of the losing trades If the BackScan had an average percent change of 10 on the winning trades and an aver age percent change of 2 on the losing trades the Gain Loss Ratio would be 5 10 divided by 2 A Gain Loss Ratio of 5 means the BackScan is gaining five times as much on the winning trades as is lost on the losing trades A Gain Loss Ratio of 1 means there are as many winning trades as losing trades Ann Return Trade The Ann Return Trade calculates the return expected for a selected WatchList of symbols across a year using the aver age percent change per trade and the average trade duration as inputs In order to calculate this figure first the average percent change per trade is calculated by totalling the percent change figures for each of the symbol s trades and dividing by the number of total trades Next the average trade duration is calculated by totalling the trade durations for each of the symbol s trades and dividing by the total number of trades The final Ann Return Trade figure is calculated using the following formula 96 StockFinder Manual Avg Percent Change per Trade 365 Avg Trade Duration In intuitive terms the Ann Return Trade figure is calculated by multiplying the average amount returned per trade by the number of trades that would have been possible in a year given the typical trade duration The Ann Return Trade provides the ability to compa
210. nt Blog Entries Recent entries based on your filters V Public V MyBlog Peter Worden My Subscriptions By Symbol Category MO is not done Sp MO has been posting new monthly highs the last few days One look at the TSV turnaround shows the buying associated with this bottom forming in price The vertical lines on the chart show when TSV made its first strong move aboe its average As the stock based and consolidated from the drop in Octo Positions Review CVC Chart still bullish since range bands issue a buy signal back on 12 5 2008ETFC Terrible week for the financials but I m still a believer in ETFC as well as a customerETN Covered this above alreadyGHM Range bands went negative and I m in the hole 2 points but not ready to throw in the New Positions EEEH RIMM I picked up another lot of RIMM in each account at about 47 20 Iwas short the 45 calls and in Z Thursday s selloff it quickly got back down to 45 and I had brief hopes by 45 calls might go out worthless But that was short lived and the stock bounced hard off 45 and moved quickly up Ia HH Weekly Updates 1 16 2009 Overall 40 stocks 60 cash It s been a bruising week for the market and hopes for a smooth and uncomplicated 2009 have quickly been dashed First for the bad news I got stopped out of my CSX position on Thursday at about 29 60 Having paid 36 45 for it last week this was a 6 85 point loss i My Subsc
211. nter line Click and grab either the start or end box to change the start or end point of the cen ter line Grab the midpoint box for the center line to move the entire line The regression will recalculate if there is a change to the length of the drawn line Click any box to open the QuickEdit for the channel There the color and opacity of the line are set If the Extensions box is checked the line is extended in both directions The color and opacity of the extensions can be changed s 100 12 2 4 00 4973 Tj Eiken l al TORAL E e 3 12 8 4 00 a7 FLR only All Symbols w A The From and To fields manually set the start and end point based on the date for each To change the date bar for the start or end use the left and right arrows on the right of the value box At the bottom is the option to have the line drawn on only the active symbol or to use the dates to draw the line on every symbol in the system The Attach To pull down sets which plot to attach the line to This determines which plot the regression will be for Click the Delete Drawing link to remove the line Error Channel After selecting Error Channel click and drag the mouse be tween the two bars on the chart to measure The slope of the line is automatically calculated based on the data covered by the line Float the mouse over the drawn line makes five boxes ap pear at the start midpoint and end of the center line and at t
212. nto a Personal WatchList or any program that pastes text like an email word processor or spreadsheet Link Symbols from TeleChart Clicking Link Symbol from TeleChart creates a link from TeleChart to StockFinder If TeleChart is open this will force the Active Symbol in StockFinder to be the same as the current Active Symbol in TeleChart Properties Clicking Properties is the same as clicking the WatchList Properties button at the top of the WatchList Window be low the picker Block Diagram This opens the Block Diagram for the WatchList window Personal WatchLists In many ways Personal WatchList windows act like the Main WatchList window Check the Main WatchList sec tion page 69 of this manual before learning about Personal WatchLists Personal WatchLists unlike all the other WatchLists in the program are populated and maintained by the user Personal WatchLists don t need to be saved Once created any changes made are immediate and permanent even if the WatchList window showing the WatchList is closed Creating a Personal WatchList There are several ways tO create a pan new Personal WatchList 1 Share Researc New Layout Via File Menu Open Layout Click File then choose New WatchList and the program cre New Chart ates a new Personal WatchList mi ere Recent Layouts Select Chart Via WatchList Picker Click the WatchList Picker in the upper right corner of the WatchList s
213. okar attingi ied os Hab Mov vg 21 Ape Inc ABC nyse i MovAvg 5 50 pri 2 6 09 4 00 Ne e Dec 2008 Moving the slider to the right by dragging it or pressing the plus symbol on the tool increases the font size of the symbol list chart legends date scale characters and vertical scale characters Moving the slider to the left lowers the font sizes Minimize Maximize Windows When a window is minimized by pressing the flat line in the upper right corner of any window title bar it shows its name at the bottom left of the program Click the name of the minimized window to restore the window where it was minimized from Main Chart 2 ETrade Options 21 Title Bar Right clicking the title bar of any chart causes a menu to appear with the several options Save Chart Rename Float Tab With Dock Minimize x Delete Save Chart Selecting Save Chart on a new unsaved chart brings up the save chart dialogue Name the chart and save it to the default or any location This chart will now be available via Add Chart Rename Clicking Rename allows the renaming of the chart J The Main Chart cannot be renamed Float New charts are by default tabbed with the Main Chart when added Clicking Float floats a docked or tabbed chart Tab With Floating the mouse over H Save Chart Tab With shows a list of all a the windows in the Layout
214. on It will bring up a list of all the Rules on the chart available to the combo Rules can be Down Candle click and dragged from the Gap Up chart to the combo Bearish Breakaway 10 Once two or more Rules are added the can be grouped together in any combination of AND or OR sets Use the pull downs between each Rule to set how they are con nected On the right are all re Bearish Breakaway 10 And of the options for using the the Rule Scan WatchList etc For more information on these options refer to the Using a Rule section on page 61 Description This is a great rule for reversals Help URL www stockfinder com amp Delete Rule vox x Cancel At the top of the window there are two tabs The Main tab is where the Rule parameters are set the nfo tab has a descrip tion and or a link for the Rule This information is saved with the Rule Click OK to go back to the chart The new Rule created appears to the right of the Add Rule button Create Sequence Clicking Create Sequence opens the Edit Sequence window Enter a name in the Name field Set the color for the Se quence Rule with the color picker in the top right corner Click the PLUS button to add a Rule to the sequence It will bring up a list of all the Rules on the chart available to the combo Rules can be click and dragged from the chart to the sequence Color a v i Span in Bars 20 Drag Rules here to add 2 Delete
215. on making new blog entries refer to the Creating Blog Entries section on page 116 120 Edit Site This navigates to the edit page for the blog Here the title sub title about theme and header image for the blog can be reviewed or changed The options to allow or not com ments anonymous comments or auto comment approval are listed below the header image Clicking Save saves any changes made Clicking Create Custom Theme opens an HTML window where code can be used to create custom changes to the blog theme Customize Sidebar Clicking the Customize Sidebar link allows the addition editing and removal of Sidebar Widgets from the blog WatchLists Any WatchLists posted to the blog are listed under the WatchLists header Clicking any linked WatchList opens the WatchList in the reader PubChannels PubChannels are different channels that can be specifically published to The blog owner can create channels and main tain memberships to channels from this area Recent Entries The links under Recent En tries list the last five entries made to the blog Clicking the headline on the list navi gates to the entry Recent Entries Recent Comments Under Recent Comments are links to the most recent comments left on entries Clicking any of these links navigate to the comment on the entry Recent Comments WatchLists If any WatchLists are posted on the blog they are listed Ghji under the WatchL
216. or Blocks com Read it click the J agree check box at the bottom then click Next Blocks com Tene of Service Meise nad and check T agree Welcome to Blocks com Betore you begn wing Blocks com vou mast read and agree to these Blocks com Terms of Senace Terms of Service amd the following terms and conditions and policies inchading any future amicndments colectivei the Agreement y a Wardan Terns nf Samiaa 2 Warden s meneral tarmo amA DI agree with the Blocks com Terms of Service lt Back Nests cancel The Create your Site screen opens Fill in a Blog Title Sub Title and the prefix for the site s URL web address then click Next a Configure Blocks Com Blog Blocks com Content Policy Please read and check I agree Blocks com Content Policy PORNOGRAPHY AND OBSCENITY e Pornography and Obscenity Image and video content that contains nudity sexually graphic material or material that is otherwise deemed explicit by Worden will be removed e Pedophilia Incest and Bestiality Users may not publish written j with the Blocks com Content Policy J 111 a Configure Blocks Com Bloc Create your Site Choose your Title Sub Title and URL Blog Title Craig s Corner Your blog s title will appear at the top of your blog Sub Title natuer s thoughts on stocks and the market Your sub title will appear atthe top of your blog under your Titl Blog Address url http craigscorner
217. or equal to the gt or lt value use the Color for their background Any value less than that number use the Color Change Period The Change Period sets the period for the change The default 1 means the percent change is from the most recent time frame bar to the previous one If changed to 10 it will present the 10 bar percent change Time Frame Time Frame sets the time frame of the change The default 1 Day sets the value of one period If the Change Period is set to one and the Time Frame is set to 1 and Day then the column will show the 1 day percent change If the Change Period is set to four and the Time Frame is set to 4 and Week the column will show the four week percent change Highlight Changes Highlight Changes sets a color notification of any changes in the column value Use the pull down menu to determine the type of color notification and the picker to set the color of the notification This only matters at the Platinum service level with its streaming data stream Column Refresh Rate The Column Refresh Rate option sets the refresh rate for the column superseding the WatchList Refresh Rate Sub Industry Sub Industry displays the Morningstar sub industry classifi cation for the stock if available Symbol Symbol shows by default the ticker exchange and company name You can edit this column to adjust what is displayed and how the displays are formatted Volume Volume shows the cu
218. ort by any column click the header to toggle from descending to ascending to no sorting Ask Clicking Ask displays the current asking price for the symbol if available It requires a Platinum service level Bid Clicking Bid displays the current bid price for the symbol if available It requires a Platinum service level Fund Category Clicking Fund Category displays the Morningstar category for any mutual funds in the WatchList This requires the Mutual Fund service Industry Clicking Industry displays the Morningstar industry clas sification for the stock 1f available Last Clicking Last displays the most recent price for the stock If the market is closed this will be the same as the close for the most recent bar At the Platinum service level this value is streaming when the market is open Net Change Clicking Net Change displays the net change of the price for each symbol Edit the column for more options And Colors To can set the color and opacity of the cell if the number is greater than or equal to the gt or lt number by setting the Color The Color sets the cell background for any values that are less than the value in the gt or lt field gt or lt Field The gt or lt field is the value that determines if the cell uses the Color or the Color for its background Any values greater than or equal to the gt or lt value use the Color for their
219. other us ers Shared items opens the Shared Items window Search pacari diar La As FSO Conmeeted Pa Wao 9S i madee 1 0 3008 5 3 At the top left is a Type to 0 Detended Pr 2000 31 Search box Type in key ne ane tame we te words here to filter the list of Memon Aaaa items J n has Gwe 12312000 i THADHAN Bid Ten LAT Wa Vode i eo Unn nares Twa 200s Below the Type to Search f cr eee pem box are category tabs The Aia O Pice Woke 12 30 2008 a pi Mimpiikama Merag Pte ae tt 3 z Charts tab is the selected wh DON 2 wihi dsk peor rat 7 wher KEG dea er tab on opening All shared charts are listed under the Charts tab To see shared Layouts or WatchLists choose their respective tabs To review the items shared click the My Shared Items tab Under each tab lists the most recently shared items for each tab Typing in the Type to Search field searches all shared items not just the most recent Click any of the column headers to sort the list by that head er The Author column shows who shared the item The Name column shows the name of the item Date is when the item was shared Views shows how many times the item was opened 17 Clicking once on any item shows the description text on the top right of the box A picture preview also appears if available Double click any item or select and item and click the Open button bottom right to open a shared item in StockFinder Clicking the Canc
220. out when first opening the program or creating a new Layout has three windows On the left is the Main WatchList window To the right is the Main Chart and Blocks com Blog Reader windows tabbed together Saving a layout saves every window everything in those windows and their location in the layout Saving the Layout saves everything in the Layout Window A window is one element of a Layout A window can be a WatchList or a chart Windows can be docked with each other within the Layout or floated within the Layout Right clicking the window s header gives the docking options Chart A chart is a collection of one or more plots Aug Sep Oct Nov Dec 1 5 09 4 00 WatchList A WatchList is a collec tion of symbols There are several types of WatchLists Some are system lists main tained by the program like the Standard and Poors 500 or an industry list like In ternet Some are Personal WatchLists created and maintained by the user like a portfolio or stocks to watch list Rule A Rule is a condition or set of conditions that symbols may pass be TRUE for or not pass be FALSE for on any particular bar A symbol passes a Rule if it meets the requirements set by the Rule For example if a stock closes lower on one bar than the previous bar it would pass be true for m the Down Close Rule Rules can be loaded from a library created from a plot on a chart or from RealCode Active Sym
221. ow 2008 Dec 2008 Jan 2009 Add Rule Button pg 36 vii Eg Volume Bars Gates os Sn e C F Draw On Chart 28 Show Old Results While Calculating Raw Value F E Mini Chart Change Net Change viii Paint Price when Passing Filter WatchList Show in Watch List Bars Since True Last Date True True ina Row True in Period E Show On Chart BackScanner Map Trade Based Rule pg 87 Bact Scanner 1 Buy at next Open Down Candle 2 Sell at next Open Price History Move Up Quickly Open Trades By Pointer Date la Plots Jate 1 27 08 10 24 1 27 09 10 2 Manual Start or End Date pg 90 Active Symbol Results pg 91 StockFinder is for charting sorting scanning backtesting blogging and analyzing the stocks and indexes on the three major American exchanges and with the proper services mutual funds and stocks from the Toronto exchange StockFinder is the perfect meld of power and ease of use Regardless of the analysis techniques used now or in the future the program is suited for any technique This manual explains all of the features and functions for StockFinder It does not cover how to trade or analyze Do not take any examples or illustrations presented as advice or suggestions for analyzing or implementing ideas in the program or for trading Send suggestions questions or needed corrections for the manual via e mail to support worden
222. passes the Rule BackScanner will keep an histori cal short position open regardless of any exit or cover short rules that have a lower priority Remain in Trade Clicking Remain in Trade makes it a Stay in Trade Test Rule If a stock passes the Rule BackScanner will keep an historical long or short position open regardless of any exit cover short or sell rules that have a lower priority At Setting Clicking the At Setting opens a list of what price level to execute the Trade Rule at Buy Long Open Open Selecting Open makes the Trade Rule execute at the open price point of the bar set in the Bars From Now setting Close Selecting Close makes the Trade Rule execute at the close price point of the bar set in the Bars From Now setting Chapter updated Jul 2009 StockFinder Manual Middle of Range Selecting Middle of Range makes the Trade Rule execute at the middle of the range price point halfway between the high and low of the bar set in the Bars From Now setting High Selecting High makes the Trade Rule will execute at the high price point of the bar set in the Bars From Now setting Low Selecting Low the Trade Rule will execute at the low price point of the bar set in the Bars From Now setting Bars from Now The Bars from Now setting determines when the Trade Rule is executed relative to when the Rule was passed If set to O zero the execu tion occurs on the same bar that the Rule
223. per Right Right Lower Right Below Lower Left or Left Custom Label Color The Custom Label Color sets the color of the Custom Label Label Font Size The Label Font Size slider sets the size of the label s font on the chart Moving the slider to the right increases the font size Moving the slider to the left decreases the font size 55 Rules are true or false conditions based on either a plot on the chart or RealCode There are several ways to create or add a Rule to the chart Plot Indicator Based Rules Rules can be created based on plots indicators on the chart There are many ways to open the Add Rule window The easiest way is to click the Add Rule button and click the Based on Indicator from the menu Creating a Plot based Rule The Add Rule window has two tabs Below both tabs is a Delete Rule link that when clicked will delete the Rule from the chart based on Indicator Create in RealCode Create Combo o Create Sequence Main The Main tab is broken into two sections the Rule section on the left and the list of ways to use the Rule on the right Scan Watchlist Price Histo f as nce rustory LY E Paint Price when Passing Moving Up E Ranks In Top Fj Filter WatchList Measure Type Smart X Show in Watchlist Move Period if E Bars Since True E Last Date True True 1 S ki E True in a Row of 1 Bars SN E True in Perio
224. ports the historical data for all four data point values For other plots it exports the plot s historical values For Rules it exports if historically the Rule was TRUE or FALSE For RealCode indicators it exports the value and any as signed Custom Labels ES New WatchList Select WatchList H Save Layout Save Layout As Clicking File from the Top Menu then clicking Export Data opens the Export Chart Data window Options Export Path C Users hofzinser Documents stockFinder craig_s Ee Browse ca Delimiter Export For Symbol AA Comma CSV Export WatchList Standard and Poors 100 Compone v Custom Delimiter m Pane Price History Pane Custom fal Bars to Export 1500 Y File Name Indicators Only E Pane Pane 2 al Rules Only Single File Export All Jown close Multiple Files Per Symbol FileName SFExport_2009_2 2 Choose your export options and click Export to begin Export Options The Export Chart Data window contains several options Export Path The Export Path sets where the file containing the exported data is saved Clicking the Browse button opens a Browse for Folder window for selecting the folder to export to Export Source Data for a one symbol or a WatchList of symbols can be exported Export For Symbol If Export For Symbol is selected only the data for the Ac tive Symbol shown after the Export for Symbol label is exported
225. ppen 1f unchecked Code Window The Code window with numbered lines is where the code for the indicator goes For more information on RealCode download the RealCode Programmer s Reference available on www StockFinder com OEE e e a a a a a a a ee ee ee ee ee Example Returns the net change Plot Price Close Price Clogse 1 eer ee ee ee ee ee ee eee ee ee ee ee ee ee ee ee eee Code Tab The Code tab displays the code window Class Tab The Class tab displays the RealCode indicator class code that is auto generated when a RealCode indicator is created BaseClass Tab All of the base class code is located in the BaseClass tab This information is auto generated when the indicator is created Error report At the bottom of the Code tab is the error report As code is entered for the RealCode indicator any errors in the code will appear there with line references to help debug the code 7 bad code Error Line Name bad is not declared Method arguments must be enclosed in parentheses Name code is not declared 4 Ti Create Custom Index After clicking the Add Indicator button clicking Create Custom Index starts the Custom WatchList Index Wizard For more detailed information on the Custom WatchList In dex Wizard refer to the Custom WatchList Indexes section on page 81 Custom WatchList Men Cute Wee ae Index Wizard The first screen of the wiz ard asks for a WatchLi
226. ptions WOK ey eee aaa b on the Blocks com toolbar Deiter Worden nig then click Peter Worden s Blog Peter Worden s Blog then opens in the Blog Reader On the left are the most recent entries by Mr Worden Click the title of the entry to open the entry Many entries include a chart Click the chart to open the chart from StockFinder Friday January 16 2009 9 22 AM SPY d Well as bad as things looked yesterday morning it was encouraging to see SPY hold suppo lows and put together an afternoon rally This is the same hourly chart of SPY showed you on 14 Can you see what s changed My TSV bottom pane has crossed up through its moving some authority Granted the indicator is still below the zero line but this suggests we saw ah buying The price bars are still re More Chart from StockFinder From the enlarged chart there are two links Signs of Renewed Buying Into This Bounce MovAvg 20 MovAvg 50 c mii IN N Ay aN ae sa VWMACD 32 53 55 Mov Avg 20 as gt O o N a m N Q Q 2 1 Oo 3 et Well as bad as things looked yesterday morning it was encouraging to see SPY hold support at the early December lows and put together an afternoon rally This is the same hourly chart of SPY showed you on Wednesday January 14 Can you see what s changed My TSV bottom pane has crossed up through its moving average and done so with some
227. r Icon Menu The Icon Menu offers quick button access to many of the options available in the Top Menu New Clicking the New button is the same as choosing the New option under the File menu page 129 Open Clicking the Open button is the same as choosing the Open option under the File menu page 129 Save Clicking the Save button is the same as choosing the Save option under the File menu page 129 132 StockFinder Manual Font Clicking the Font button is the same as choosing the Select Font option under the Font menu page 130 Color Clicking the Color button is the same as choosing the Font Color option under the Font menu page 131 Justify Clicking any of the justify buttons either sets the justifi cation of selected content or if no content is selected sets the justification of the fol lowing text typed The first button left justifies the middle center justifies and the third right justifies Font Style Clicking any of the three font style buttons either sets the style of selected text or if no text is selected sets the style of the following text typed The B button sets bold the I sets italic and the U sets underlined Styles Normal R The Styles menu sets the gt style of selected text or if no Normal AW text is selected sets the style Title of the following text typed Default and saved styles ap pear at the top of the menu If not using one o
228. r Average Select Indicator Average to create an average of a plotted indicator on the chart The indicator must be on the chart when the custom index wizard starts The screen after choosing the WatchList asks which indica tor on the charts to base the average on Select the indicator then click Next The wizard then ask to calculate the average for all the stocks in the WatchList or only those stocks that rank a certain value in the list Choosing All stocks in WatchList averages for every stock in the chosen WatchList Thag akih giok botou nie nies fo sihi giocks n ralchiial Slacks miai al Choosing the second option requires the rank to average for Sliding the marker to Top means it will only average the stocks with the highest values for the indicator Sliding to Median means it will average the stocks with indicator values that fall in the median values Choosing Bottom averages the stocks with the lowest valued for the indicator in the list For example choose Volume Bars for the indicator Setting it to Top averages of all the highest volume stocks in the list Set it to Bottom will plot an average of all the lowest volume stocks in the chosen WatchList Once the stocks to calculate for is set click Next The next step in the wizard asks how many bars to calculate the index for Choose for last x to limit the number of bars back to calculate or plot Choose for all history on chart to calculate the
229. r Manual Under the Paint Indicator with the following Rules header is a list of all the Rules on the chart Check any Rule to paint the plot the Rule color if that bar passes the rule If you check more than one Rule a Priority column appears on the right of the checked Rules The color Rule with the highest priority the value closest to 1 will be used if another Rule passes on the same bar but has a lower priority To adjust the priority of any rule use the spinner arrows to the right of the priority number The lower the number is the higher a priority it has Rules with a higher priority super sede lower priority rules if they both pass on the same bar Creating Custom Indexes Rules can be used to create Custom Index plots Right click any Rule bubble on the chart and choose Create Custom In dex from the menu This opens the Custom WatchList Index Wizard For more information on the Custom WatchList Index Wizard refer to the Custom WatchList Indexes sec tion on page 81 67 Main WatchList On the left of new and most other Layouts is the Main WatchList window It is the central location for listing stocks reviewing system maintained lists sorting and scan ning Watch List Picker The WatchList Picker is at the top of the Main WatchList window It displays the name of the Active WatchList for the tickers displayed below the picker Changing the WatchList in the picker changes the list of stocks presente
230. r or company name to search and add a symbol to the WatchList Typing in a valid ticker and hitting the ENTER key or click ing the Done button adds it to the WatchList Symbols cannot be added if they are not part of the available data feeds For example Mutual Funds cannot be added without the Mutual Fund service for StockFinder After adding the desired symbols close the Add Symbols to WatchList window with the X in the top right corner of the window 79 Dragging Symbols With two WatchList win e dows open the Main and my Favorite stocks Aefael aias one or more My WatchList 7 SGI e e windows click and drag a symbols from one WatchList to any Personal WatchList For more information on selecting symbols refer to the Selecting Symbols section of this chapter NYSE 6 FDX alee Fedex Corp 1 Items in WatchList Pasting Symbols After selecting and copying any symbols either within StockFinder or any other text program right click in a Per sonal WatchList and choose Paste to paste the symbols in the Personal WatchList It will only add symbols that are available in StockFinder Copied symbols that are not available in StockFinder will not paste Removing Symbols There are a few ways to remove symbols from a Personal WatchList Trash Can Within a Personal WatchList click and drag a symbol from the list to the Trash Can icon at the top of the program This
231. r to the Cus tom WatchList Indexes section on page 81 Scaling Floating the mouse over Scaling brings up a submenu with nine choices Edit Colors Add Child Indicator fie Create Rule Create Custom Index F Edt Arithmetic Logarithmic Paste Fixed Yo Log Save As Child Exponential Email Indicator Show last indicator value Bring To Front Add Horizontal Pointer Scale With Show Block Diagram Move Pane to Bottom Edit Clicking Edit opens the Scale Editor for the scale used by the plot For more information on the Scale Editor refer to the Edit Scale Editor section of Charts chapter of this manual Arithmetic Clicking Arithmetic changes the scale used by the plot to Arithmetic For more information on this scaling refer to the Edit Scale Editor section of Charts chapter of this manual Logarithmic Clicking Logarithmic changes the scale used by the plot to Logarithmic For more information on this scaling refer to the Scale Displays section on page 41 Fixed Log Clicking Fixed Log changes the scale used by the plot to a Fixed Log For more information on this scaling refer refer to the Scale Displays section on page 41 Exponential Clicking Exponential changes the scale used by the plot to Exponential For more information on this scaling refer refer to the Scale Displays section on page 41 Show Last Indicator Value Clicking Show Last Indicator Value toggles the v
232. rade Based Rules based on how an open trade is progressing A BackScan must use at least one Rule from a chart to open trades Any other rules can come from charts or from created Trade Based Rules Adding Test Rules Test Rules are Rules transferred from a chart to the Rules section of BackScanner For more information on Chart Rules refer to the Rules section on page 57 To add a Rule from the chart to the Rules section click and drag the Rule from the chart into the Rules section of BackScanner Add Trade Based Rule Drag Rules Here To Test Active WatchList Results By Symbol Type of Test Rule When dropping a Rule from the chart into the Rules section of BackScanner a menu appears where to choose what type of Test Rule to create Add Trade Based Rule Drag Rules Here To Test Current Symbol Results _ Buy Sell Sell Short Active WatchList Results Exit All Buy Cover By Symbol Remain Long Trades Remain Short Open Trades Remain In Trade Buy Clicking Buy creates a Buy Test Rule If a stock passes the Rule BackScanner will open a historical long position based on At Setting and Bars From Now setting chosen Sell Clicking Sell creates a Sell Test Rule If a stock passes the Rule BackScanner will close an opened historical long posi tion based on At Setting and Bars From Now setting chosen 85 Sell Short Clicking Sell Short creates a Sell Short Test Ru
233. ram At the end of the tour one can view or print the Quick Start Guide This guide is also available via the HELP menu or by going to www StockFinder com Processor Clicking the Processor tab ccna smeccssruss opens the Processor Us cenoesr issir soekin age option to increase or J decrease the level of pro as cessor usage available to StockFinder Moving the slider to the right increases the processor power available to the program also increas ing the speed of the program s calculations Moving the slider to the left decreases the processor power available to StockFinder ail StockFinder Global Settings s a For older less powerful computers moving the slider to the left should decreases the preformance of StockFinder but increase the performance of other processor intesive programs open while Stock Finder is open Add Frame Tab All Windows Show Hide Rule Palette New BackScanner Windows The Windows menu has two actions and a list of all win dows in the current Layout Main WatchList Main Chart Blocks Com Blog Reader Properties Watch List 2 Add Frame Clicking Add Frame creates a new frame This is for use with multiple monitors Once a new frame is created it can be moved to another monitor and used for docking other windows For example create a new frame put it on a sec ond monitor then create a new chart and dock it in the new frame Tab All Windows Selec
234. re dif ferent strategies to each other though they may result in trade durations that are very different from one another Don t confuse this with the annual return for the BackScan The annual return for the BackScan would be the return for the BackScan over a year s period The annualized return per trade is a projection figure calcualted using average trade data Report Category Columns There are three different categories of trades given for each of the nine result rows Click on a trade a row and that trade will be highlighted in blue in the chart window Winners Any trade that closed at a profit is categorized as a winner All of the results for the winning trades are given in this column Losers Any trade that closed at a loss is categorized as a loser All 5 sg a rare HE th ch bl a ou ww Avg 114 yr Active WatchList Results m m ES ggg sige ggg PRERE H w y be mlb a8 ae a ak ae a tS Nj b oj wo e plo aes 81818 tittle tlitt DDoe ak A TEERRERR of the results for the losing trades are given in this column Total The Total column shows the results for all the winning losing and break even trades in the BackScan By Symbol Clicking By Symbol brings up a table that summarizes all the trades for each of the symbols in the WatchList Win 12 5 Lose 8j 7 Total 21 0 Win Uy 2 bose 14 2 Total 25 _ 0 Win 6j 24 Lose 8 34 Total 16 1 Wi
235. riptions The fourth link on the Blocks com toolbar is the My Subscriptions link This opens a submenu of all the blogs subscribed to Any blog can be added to the subscription list by clicking the Subscribe to Blog link on the right side bar of the particular blog Peter E Blog Try Catch Subscribe Clicking one of the blogs in the subscription list navigates the Reader to that blog This lists all of the entries on the blog with the more recent entries first On the right sidebar is the archive for accessing entries from past months Ton Catenones Archive About Attachments to Entries Items such as charts Layouts or hyperlinks may be instered in blog entries The inserted item can be opened by clicking on it Charts If a chart is inserted into an entry it can be clicked on Click ing the chart navigates to a Chart from StockFinder page with a larger view of the inserted chart Clicking on the View in StockFinder link opens the exact chart from the blogger inside of StockFinder The chart can then be saved like any charts For more information on charts refer to the Charts section on page 23 The chart s StockFinder file is downloadable by clicking the Download File link MO has last few turnar with this sieg aunja E AY Novem got abo is not ir price hz Look fo after giv 72727595 ss El Dec 2008 Jan 2009 115 Layout If a Layout is inserted into an entry it can be
236. rrent daily volume in hundreds 100 000 shares is shown as 1000 76 StockFinder Manual New Column Floating the mouse over New Column brings up a submenu of scratch built columns to add to the WatchList display Some require building a Block Diagram to feed the Column Data block for display in the column Empty SE dB NewColumn pe dB NewColumn pe Symbol Text Numeric Whole Number Date TAF Flag Flag for New WatchList Symbol Symbol shows by default the ticker exchange and com pany name Text Clicking Text opens the Properties window for a new text column Once the desired block connections are made from Column Symbol feeding the ticker for each symbol in the WatchList to the Column Data Block looking for a text input the text data will be displayed in the new column Numeric Clicking Numeric opens the properties window for a new numeric column Once the desired block connections are made from Column Symbol feeding the ticker for each symbol in the WatchList to the Column Data Block look ing for a number input the numeric data will be displayed in the new column Whole Number Clicking Whole Number opens the properties window for a new whole number column Once the desired block con nections are made from Column Symbol feeding the ticker for each symbol in the WatchList to the Column Data Block looking for a whole number input the whole number data will be displayed in the new co
237. rs Clicking the Subscribers links brings up a list of subscribers to the blog including a link to their blog if available Clicking the RSS Feed opens the RSS Feed code needed for other RSS Feed readers Top Categories Blog entries can be assigned categories This lists ranks the categories used on the blog by frequency Clicking a cat egory on the list opens all the entries assigned that category 113 Top Categories Categories Categories lists all the categories used in entries with the font size indicating how often the category is used Click any category to bring up the entries assigned that category Categories Archive All entries from previous months are archived and available via these links Click a month to open a list of all the entries from that month About About displays the information en tered by the blog Author Usually it includes some history background and the blog s purpose Reviewing Entries Recent entries published to My Blog Peter Worden s Blog or other public blogs are available for review a few ways Blocks com The first item on the Blocks com toolbar is the Blocks com link Clicking it brings up the main page for Blocks com Below the header are four tabs under the Recent Entries subject Blocks Corta M y Blo E a at o agi mng Blocks Com ha 1e Piece io B mur Siek jd 0B O amp FREE Fadhiteed Blogi Gow Wy Bing Slog Entries on Slockes com
238. s or highest high for shorts of the trade This number gives you an idea of the downward volatility of the trade Like Draw down you have to evaluate whether the worst exit of the trade would be too much for you to endure If it would be too much you should adjust your BackScan 91 Winning The winning percentage is the percentage of winning trades versus the total number of trades Any winning percentage over 50 shows a BackScan with more winning trades than losing trades Gain Loss Ratio The Gain Loss Ratio is derived by dividing the absolute percent change of the winning trades by the absolute percent change of the losing trades If the BackScan had an average percent change of 10 on the winning trades and an aver age percent change of 2 on the losing trades the Gain Loss Ratio would be 5 10 divided by 2 A Gain Loss Ratio of 5 essentially means you are gaining five times as much on your winning trades as you are losing on the losing trades A Gain Loss Ratio of 1 means there are as many winning trades as losing trades Ann Return Trade The Ann Return Trade calculates the return expected for a selected symbol across a year using the symbol s average percent change per trade and the average trade duration as inputs In order to calculate this figure first the average percent change per trade is calculated by totalling the percent change figures for each of the symbol s trades and dividing by the number of
239. s setting to execute the action Less Than Less Than requires that the trade length is shorter than the bars setting to execute the action Bars Bars sets the number of bars for the comparison If the com parison is set to Greater Than and the Bars is set to 10 the action will execute once the trade is eleven bars long Trailing Stop A Trailing Stop looks at where the price of the stock is now versus the highest high for longs or the lowest low for shorts of the trade The stop moves higher as the stock trades higher makes new trade highs with long trades The stop never gets lower in price value on long trades The stop moves lower as the stock trades lower makes new lows with short trades The stop never gets high in price value on short trades 87 Retracement sets the percent fall on longs from the highest high of the trade or the percent rise on shorts from the lowest low of the trade If set to 5 00 the action will execute on a long trade if the stock ever falls 5 from the highest high of the trade With a 5 setting if the trade opens at 10 the action will execute if the stock falls 0 50 5 of 10 If the trade opens at 10 then falls to 9 50 the action will execute If the trade opens at 10 and rallies to 12 the stop value increases to 11 40 0 60 is 5 of 12 and 12 minus 0 60 is 11 40 On short trades it retraces from the lowest low of the trade and executes if the s
240. s value needs to be to pass the Rule The slider is in clusive of everything below it Move the slider to Clearly Below and all that are Way Below are included while those A Little Below are excluded True X of X Bars Option The True of X of X Bars op tion sets how often the Rule needs to pass over a certain number of bars to pass the overall Rule By default this will always be True 1 of 1 Bars This means the Rule will test one bar and if the Rule is true for that one bar the Rule passes For the Rule to be true three of the last five bars set this op tion to True 3 of 5 bars It will look at the last five bars and if the Rule passes on 3 or more of these 5 bars the overall Rule will pass be TRUE Using a Rule There are several options for using the Rule created on the left of the Add Rule Window Filter WatchList One can check as many of Show in Watch List these options as desired A F Bars Since True single Rule can be used dif ferent ways simultaneously Scan Watchlist Paint Price when Passing Last Date True True ina Row Scan WatchList E True in Period When this is checked the Rule is used to scan the ac tive Main WatchList When checked all tickers in the Main WatchList that pass the F Rule receive a Scan Light and are grouped to the top of the WatchList E Show On Chart oF Filter WatchList Sca
241. selecting Gann Fan click and drag from a major top or bottom out 45 degrees The yellow line should to be as close to 45 degrees out from the origin point Float the mouse over the drawn line to cause three boxes appear at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point of the line Grab the midpoint box to move the entire line The fan automatically calculates based on this drawn line QuickEdit Click any box to open the Gann Fan QuickEdit for the fan There the color of the line and its io x 2 00 opacity set to 100 by de f lt son fault are set otk Boo 11 17 4 00 5704 lks The ratios and opacity used 11 28 4 00 50 20 for each fan can be manually Delete Drawing Set The From and To fields manually set the start and end point based on the value and date for each To change the value use the spinner or manually edit the value To change the date bar for the start or end use the left and right arrows on the right of the value box Click the Delete Drawing link to remove the line Speed Lines After selecting Speed Lines click and drag from a major top to a bottom The drawn fi line should be from the start of a down trend to the end of it Float the mouse over the drawn line to cause three boxes appear at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point o
242. site Click ing on the link opens a browser pointed to that URL AURL can be edited or entered in this field Right click Options Right clicking on any plot brings up a menu of options a cm and actions for that plot aren Add Child Indicator o Create Rule Ed Iit Create Custom Index Clicking Edit opens the Edit a screen for the plot For more information on the Edit In dicator window refer to the Editing Plots section on page 45 Show Yesterday s Close Copy Paste Save As Child E3 Email Indicator Bring To Front Block Diagram Move Pane to Bottom Edit Colors Clicking Edit Colors opens the edit screen for the plot set to the Colors tab For more information on the Colors tab of the Edit Indicator window refer to the Colors section on page 49 Add Child Indicator Clicking Add Child Indicator opens the Add Indicator win dow with the Child option checked Select the child indica tor from the list For more information on adding indicators and the Add Indicator window refer to the Add Indicator section on page 23 Create Rule Clicking Create Rule opens the Add Rule window for add ing a Rule based on the indicator For more information on creating Rules refer to the Plot Indicator Based Rules section on page 57 Create Custom Index Clicking Create Custom Index option opens a New Custom WatchList Index Wizard window For more information on the New Custom WatchList Index Wizard refe
243. ssociated with this bottom forming in price TEE Positions Review eee CVC Chart stil bullish since range bands issue a buy signal back on 12 5 2008ETFC Terrible week for the financials but I m still a believer im E New Positions RIMM I picked up another lot of RIMM in Highest Rated The Highest Rated tab lists the highest rated entries made on Blocks com Click the title of any entry to navigate to the entry Entries increase their rating when someone clicks the Recommend this link at the bottom of any entry Highest Rated Most Read Most Discussed gt Watching Closely for Positive yy Crossover After moving sharply lower at the outset of today s session SPY did establish a trading range of sorts for the remainder of the day In fact SPY did z signs of Renewed Buying Into This P Bounce Well as bad as things looked yesterday morning it was encouraging to see SPY hold support at the early December lows and put together an afternoon Most Read The Most Read tab lists the entries with the most page views on Blocks com Highest Rated Most Read Most Discussed _ Signs of Renewed Buying Into This yy Bounce Well as bad as things looked yesterday morning it was encouraging to see SPY hold support at the early December lows and put together an afternoon z Watching Closely for Positive PP Crossover After moving sharply lower at the outset of today s session
244. ssword and a web address link Only those users with the password can open a WatchList assigned a password Leave the password field blank and any user can open the WatchList from the Share Click the Share button and the WatchList is uploaded to the community Share where other users can see and download the WatchList Chapter updated Apr 2009 The Custom WatchList Index Wizard opens anytime a create a Custom Index is selected There are several ways to cre ate a Custom Index A Custom Index is a plot based on an entire WatchList of symbols It can be anything from how many stocks are pass ing a Rule to the average price of all the stocks or indexes in the WatchList The easiest way to start the Wizard is to right click the chart go to Create New then choose Custom Index This opens the New Custom WatchList Index Wizard je Add Rule Login to Broker W Indicator with RealCode Rule with RealCode Copy Fane Rule based on an Indicator Paste Combo Rule EJ Email Chart Sequence Rule Chart Properties Pane Properties Create Report Window Create Screen Cap Choose WatchList The first screen asks which WatchList to use to calculate the Custom Index Click the sai pull down and choose the list to use Start typing p a to filter the WatchLists For oe S example click the picker and type standard and it will filter down the library to only the Standard and Poors f WatchLists Click on any list to sele
245. st Chg Bd Ak vo O let Chg GM Ask yi Cas Puts AG 0 05 0 00 090 9 00 MG 1580 0 00 2 0 2 90 0 15 0 0 200 200 11 50 000 LW SE o 05 0 00 Q20 QW 10 90 000 2 00 ax 0 05 0 00 00 of IMs 1209 0 00 2 0 A 0 05 6 0 O00 Of a7 000 2 09 JAD 09 05 9 00 Q20 2 09 3 00 won 2 09 AT oos 0 00 Q20 Q0 1000 000 2 00 Jawy 0 01 0 00 QOO Q0 AMU 7 00 0o00 2 0 40 0 05 0 0 Q00 2m 2 4009 p00 9 09 JAC 0 05 0 00 Q20 2 09 A 0 05 0 00 Q20 Q09 JAN 0 15 000 Q00 0 63 Imie 7 1453 Imig 14 937 Imig 474 Iio 5 612 Imie c 45 0 00 O00 2 13 mop 20 AMQMM 0 75 0 00 9 09 ViEDERRREEENE EEEEEEEEEEE Chapter updated Jul 2009 StockFinder Manual To change the type of chain shown use the Type menu You can adjust the options expiration with that menu Below those choices is a snapshot of the current stock status Below that is a table showing the selected chain for display Clicking any of the Trade links in the table opens a trade ticket filled in for that option order Positions Tab Clicking the Positions Tab opens a table showing all the open positions in the account Clicking any of the ticker symbols makes that symbol the Layout s Active Symbol Clicking any of the Trade links opens a trade ticket for that symbol options X press John Doe QTY Cost Basis Total c b Price Market Value Gain Loss 214 11 20 12 100 60 10 37 51 85 48 75 44 86 224 30 55 51 277 55 53 25 36 87 3 686 85 44 45
246. st to use for the index Click the down arrow to choose any system or Personal Watch List to calculate the custom index Once the WatchList is selected to calculate the index with click the Next button Nasdaq 100 Component Shocks The next step in the Wizard Me sets the type of index to cre ate Bp le amp Prios Average idcalo Average Price Average Number of stocks passing a Rule Choosing Price Average makes the custom index an average of the prices of the stocks in the chosen Watch List Click the Next button to go to the next step 25 The next screen gives the option of an Un weighted price average or a Price Weighted average Choose one and click Next Price average hype Chasse type of merge wrishiing a Unweighted each stock counts equally Price Weighted based on price Next the wizard asks how many bars to calculate the index for Choose for last x to limit the number of bars orlast 500554 bars to use Choose for all his O for all history on chart tory on chart to calculate the index for every bar available on the active symbol Calculate Index Recalculate every 10 Minutes The Recalculate Every setting sets how often the index will recalculate This only matters with StockFinder Platinum where new data is always streaming in when the market is trading Click Finish to calculate and display the custom price aver age index Indicato
247. st x to limit the number of bars back to calculate or plot Choose for all history on chart to calculate the index for every bar present on the active symbol for the chart The Recalculate Every setting sets how often the index will recalculate This only matters with StockFinder Platinum where new data is always streaming in when the market is trading After this choice is made click Finish and the indicator should plot Chapter updated Apr 2009 A oo g 7 RAY A A r A ff ir I OCKLFr IJd V dil U a Time Frame Picker The Time Frame Picker menu sets the amount of time associated with each bar If set to Day the chart will plot a daily chart with one trading day assigned to each bar All of the time frames in StockFinder are calendar based As a result a weekly chart assigns one trading week to each bar some bars may not contain five days of trading if there was a market holiday 1 Minute 2 Minutes 9 Minutes 15 Minutes 30 Minutes To the right of every time Et frame on the list is the hot key associated with that time frame Pressing the hot key on the keyboard changes the time frame of the chart For example press the key on the keyboard to change to a daily chart Press the 5 key to change to a weekly chart Platinum users will notice intraday time frames in the picker These have two key combinations for their hot keys Hold the CTRL key and press 1 to make a 1 minute chart A
248. stock if two brokers are connected to StockFinder and the stock is a position in both or more of the brokers Making Trades The Trade Sliders are used to make trades directly on the chart Sliders can open a new position trade close a trade add to a position or place a stop Closing an Open Trade If the symbol on the chart is an open position click the money bag icon to the right i i Close Out Market of the Slider for the Slider a o Position Action menu aa Close Out Limit ailing Stop Close Out Limit If Close Out Limit is selected a new orange Trade Slider appears at the current close of the stock Click the slider and drag it to the price level desired for the close out limit order As it is slid the net profit or loss at the level will appear in green in the upper right corner of the slider Click the broker icon in the slider to change the broker to use for the order Once the slider is positioned at or near the desired price level click the lightning bolt icon on the right of the slider to open an Order Ticket window The Order Ticket is split into five sections Clicking the save button top left corner saves the order for future use in another trade Click the Place Order button to execute the trade once the settings are correct StockFinder 1B Order I i as Quick Ticket i m Save these settings as a Quick Ticket that you canre use on future orders Quan Currency USD Shar Time In
249. t Choosing by Top and Bot Bounds By Top and Bottom Choosing Centered will bind the plot by a center line The Center option allows you to have the bound center be either the median value of the plot or a manual number like zero You can also configure the height automatically or manually 41 The next window shows all iovtoracse in cone of the plots in the same pane tory Acceleration Bands 20 1 00 Put a check mark next to any Commodity Channel index CCl 14 v Keltner Channel 20 Exp 1 50 item to include in the scale Below that is the option to invert the scale lowest numbers on top and highest numbers on bottom 7 Price History Inverse Scale Display The first option under the Display column is Line Spac ing The line increments can be set to auto manual a fixed number of lines or a maximum number of lines Choosing Manual gives the option to set the percentage between each line Choosing Fixed lines gives the option of setting the number of lines The other options are automatically set by the program Manual Fixed lines Font Arial Max lines Under Line Spacing the font type and size and the number format are set to use in the scale By default it is set to 0 00 Font Anal 10 Number Format The number of decimal places shown in the scale can be increased or decreased by changing the number of zeroes to the r
250. t average Short Avg The Short Avg sets the period of the short moving average It is meant to be a smaller period than the long 54 StockFinder Manual Long Type The Long Type sets the type of moving average used by the long average Long Avg The Long Avg sets the period of the long moving average It is meant to be a larger number than the short Trigger Type The Trigger Type sets the type of moving average used by the trigger Trigger Avg The Trigger Avg sets the period of the trigger average Other Indicators There are dozens more indicators available in the program In most cases the unique settings for these indicators are obvious and or traditional The help file is a good resource to learn more about any of the indicators plots available in the program Editing RealCode Indicators When an indicator created in RealCode is clicked on an Edit window opens with several options Most of the options are identical to the options available when editing an indicator from the library For more information on these options refer to the Editing Plots section on page 45 Edit RealCode Plot Style Line Sor Dash Style Fi Show in WatchList r a Mini Chart Line Thi 2 1 Raw Value ini Change Net Change Draw On Chart 7 Show Old Results While Calculating E Show last indicator value Jv Show Custom Labels Sing Mete Contributes To Scaling Edit Scale Offset Distance g Offset Direction p
251. t closed with a loss executed in the BackScan Sort Menu To the right of the Trades to F Show menu is the Sort menu This determines the order that the trades are shown in the table If the Descend ing option is checked the sort order is in descending order If unchecked the or p der is ascending There are eleven choices available in the menu Change 19 Enter Price Enter Date If Enter Date is selected the table is sorted on each trade s entry date and time Exit Date If Exit Date selected the table is sorted on each trade s exit date and time Change If Change is selected the table is sorted on each trade s percent change Trade Length If Trade Length is selected the table is sorted on each trade s trade length in bars Enter Price If Enter Price is selected the table is sorted on each trade s price at entry 93 Enter Reason If Enter Reason selected the table is sorted on which rule was used to enter the trade Exit Reason If Exit Reason is selected the table is sorted on which rule was used to exit the trade Best Exit If Best Exit is selected the table is sorted on each trade s best exit value Draw Down If Draw Down is selected the table is sorted on each trade s draw down value Worst Exit If Worst Exit is selected the table is sorted on each trade s worst exit value Plots Several bits of data from your BackScans can be plotted on any
252. t during the trade Best Exit Best Exit shows the best exit for the trade The best exit is the percent change from the trade opening price to the highest high for longs or the lowest low for shorts in the trade Worst Exit Worst Exit shows the worst exit for the trade The worst exit is measured from the open of the trade to the low est low for longs or highest high for shorts of the trade Chapter updated Jul 2009 StockFinder Manual Trades to Show Menu At the top left above the table is the Trades to Show menu It determines what trades are shown in the table There are six options in the menu All Trades If All Trades is selected the table will show every trade ex ecuted in the BackScan Open Trades If Open Trades 1s selected the table will show the trades that did not fire an exit rule before the either the current bar or the Manual End Date if set for the BackScan Long Trades If Long Trades is selected the table will show only the long trades executed in the BackScan Short Trades If Short Trades is selected the table will show only the short trades executed in the BackScan Winners If Winners is selected the pe table will show only the winning trades trades that _ _ closed with a profit ex F ecuted in the BackScan Losers If Losers is selected the table will show only the losing trades trades that closed with a loss executed in the BackScan Sort
253. t the bottom of the picker iver Propet is the Edit option Clicking it brings up the Time Frame Properties window At the top is the option of display ing time frames as either a pull down list the default or as a series of tabs along f the top of the chart Select any time frame on the list and click Remove to eliminate that time frame from the list Click Add to create a new time frame Clicking Add brings up the Add Time Frame window Choose the time denomi nation day week month etc and the number 1 2 etc For a 5 day chart set this to 5 and Day Platinum users have the option of making the time frame streaming or not Click OK to add the new time frame to the list Show Hide Watermark The Show Hide Watermark button toggles the symbol company name watermark from the chart Clicking once hides the water mark clicking it again makes it visible Lock Symbol By default all charts are tied the active sym bol for the Layout the stock jumped to or selected in a WatchList Clicking the Lock Symbol the chart locks the chart on the cur rent symbol The chart will change as the Active symbol changes With the Lock Symbol button a chart that is fixed on a certain symbol can be made Change the active symbol to SP 500 and click the Lock Symbol icon The chart will always display the S amp P as the Active Symbol changes Save Chart The Save Chart button saves the current chart to the My C
254. te for that column It will override the WatchList Refresh Rate setting Click the Delete Column link at the bottom of the window to remove the column from the Main WatchList display Clicking the name of a WatchList light in the list opens the Edit WatchList Light window At the top is a link to edit the rule Columns Row Fi Tyni There are two tabs within the window for changing the formatting toggling if the Rule is used in the current scan and setting the refresh rate It has a Delete Column link at the bottom to remove the light from the Main WatchList window WatchList Refresh Rate The WatchList Refresh Rate menu sets how much time Watchlist will pass before the data in the WatchList Scan Lights and columns will refresh based on new data This by Numer 2 only matters at the Platinum F Link symbol 2 Minute service level where new 5 Minute 10 Minute data is streaming into the i program when the market is open Below the rate pull down menu is a running timer showing how much time as passed since the data was last refreshed Clicking the green right arrow button to the right of the Last Refreshed will refresh the WatchList data and reset the timer from Let 12 Second Prioritize Scan The Prioritize Scan options set how scans will be pri oritized To have them pri oritize based on which Rules are passed choose from Left to Right Waichlist itera Refresh Rate if
255. the Rules on the chart are exported E EA Pane Price History Pane bx E MovAvg 21 Pane Pane 2 lal Mi MovAvg 50 Pane Pane al W Mov Avg 10 Rules FA Down Candle BP ullish Kicking 10 Export All When the Export All option is selected all indicators and Rules on the chart are exported Options On the top right side of the Export Chart Data window there are three option settings Options Delimiter Comma CSV Custom Delimiter Delimiter The Delimiter setting sets how each piece of datum is sepa rated in the export file Most spreadsheet programs read all of the delimiter options available A comma de limiter is the most common CSV format for spreadsheet 126 programs Comma CSV is the recommended Delimiter if the exported file s are meant for an outside spreadsheet program Custom Delimiter If Custom is selected for the Delimiter a custom delimiter can be entered in the Custom Delimiter field The charac ter entered in the field is the character used in the export file to separate each piece of datum Delimiter Custom Custom Delimiter Pi Bars to Export The Bars to Export setting sets how much history is ex ported The time frame of the chart sets the bar time frame for the export The Bars to Export can be changed by either moving the slider below it manually entering a number in the field or using the up and down spinner buttons to the right of the field
256. the date bar for the start or end use 11 21 4 00 28 43 12 17 4 00 5323 the left and right arrows on the right of the value box Click the Delete Drawing link to remove the line Delete Drawing Fibonacci Fan Click Fibonacci Fan from the menu After selecting it click at the start of the desired trend and drag to the end of that trend The fan automatically draws and calculates for the drawn line Float the mouse over the originally drawn line lowermost to bring up three boxes at the start midpoint and end of the line Click and grab either the start or end box to change the start or end point of the line Click and grab the midpoint box to move the entire line The fan will recalculate if there is a change to the length of the drawn line Click any box to open the QuickEdit for the fan There the color of the line and its opacity set to 100 by default are set Any fib level can be toggled on or off The default level values can be changed pauicktclt The From and To fields man ually set the start and end flus m 2360 point based on the value and fy 38 20 date for each The values are ff na 61 80 changed with the spinners or T manually editing the values ffu 161 80 To change the date bar for 261 80 the start or end use the left oer a Te and right arrows on the right 12 17 4 00 53 38 of the value box Click the Delete Drawing link to re move the line Delete Drawin Fibon
257. the left vertical handle of the high lighted area in the pan and zoom bar reveals a plus and minus magnifying glass Clicking these icons zooms the chart in and out Chapter updated Apr 2009 Any series of lines bars or candles on the chart are referred as plots Plots can be moved changed colored and ad justed several ways Editing Plots Clicking on any plot brings up the Edit screen for the plot There are several tabs in the Edit screen Edit Price History chia Pie ti Price History ce Ha Show in WatchList ioan ee Raw Value F Mini Chart F Change Net Change Dash Style V Draw On Chart 7 Show Old Results While Calculating V Show last indicator value 7 Show yesterday s close line Bee Scaling Method Logarithmic m V Contributes To Scaling Edit Scale Refresh Rate Always Bl Delete Plot Delete Plot At the bottom of every tab is the Delete Plot link to the right of the trash can icon Clicking this link deletes the plot from the chart Main Under the main tab are the primary options for the plot Name Properties The name of the plot is in the top left corner of the Main tab in a bold blue font To the right of the name is a down arrow button Clicking this button shows the Name Properties for the plot Clicking it again hides these properties Name Price History Legend Price History Price History Plot
258. the right side of Peter ee Blog Home 7 This Bounce Worden s Blog Watching Closely for Positive Crossover Blog Home Shorting the Real Estate Sector Short Term Correction Likely to The Blog Home link navi gates to the blog configured in the Blog Settings Continue Video Analysis of The Metals amp Mining Sector Recent Comments Recent Entries The links under Recent En tries list the last five entries made to the blog Clicking the headline on the list navi gates to the entry by Kuf on Short term Rally Underway for QQQQ by mj on Short term Rally Underway for QQQQ by Michael_T on Steel Stocks Looking Better ZEUS by StockGuy on Short term Rally Underway for QQQQ Recent Comments Under Recent Comments Rm are links to the most recent comments left on entries Clicking any of these links navigate to the comment on the entry WatchLists Subscribe e Subscribe to Blog e Subscribers 44 T RSS Feed WatchLists If any WatchLists are posted on the blog they are listed un der the WatchLists header Clicking on the WatchList name link opens the list in the Reader When the list is open in the Blog Reader click on any symbol to make that the Active Symbol in StockFinder Subscribe There are three links under the Subscribe heading Clicking the Subscribe to Blog link adds the blog to the My Subscriptions list When a new entry is made on the blog an email notfication is sent to all subscribe
259. the value and date for each To change the value use the spinner or manually edit the value To change the date bar use the left and right arrows on the right of the value box Rectangle After selecting Rectangle click and drag to draw the shape Float the mouse over the rectangle to make seven boxes appear Grab any box and drag it to change the shape or location of the rect angle The center box when moved moves the entire rectangle without changing the shape Click any of the boxes to bring up the rectangle s QuickEdit There the opacity and color for the rectangle edges and fill are set The left and right edges of the rectangle can be manually set to specific bars Click the Delete Drawing link to remove the rectangle 34 Ellipse After selecting Ellipse click and drag to draw the ellipse Float the mouse over the el lipse to cause seven boxes to appear Grab any box and drag it to change the shape or location of the ellipse The center box when moved moves the entire ellipse with out changing its shape Click any of the boxes to bring up the ellipse s QuickEdit There the opacity and color for the ellipse edges and fill are set The left and right edges of the ellipse can be manually moved to specific bars there as well Click the Delete Drawing link to remove the rectangle Value Label After selecting Value Label click and drag the label to the bar and location desired It will alw
260. ting Tab All Windows brings up a warning prompt Clicking NO cancels the action and returns to the program Clicking YES takes all the windows and tabs them together in the Layout frame Show Hide Rule Palette Clicking Show Hide Rule Palette toggles the Rule Palette between visible to hidden By default the Rule Palette ap pears docked under the Main WatchList For more infor mation on how to use the Rule Palette refer to the Rule Palette section on page 64 New BackScanner Clicking New BackScanner opens a new instance of Back Scanner in the Layout For more information on BackScan ner refer to the BackScanner section on page 85 Current Layout Windows Below the New BackScanner menu item is a list of each of the windows in the Layout Selecting a window on the list that has been minimized restores the window Selecting a window that is tabbed behind another brings the selected window to the forefront H e p a Quick Start The Help menu gives ac Forums cess to items to assist using l kani StockFinder Chat Suppo Report Data Issue Debug Log Send Layout Take ScreenShot Patch Notes Quick Start Selecting Quick Start opens the Quick Start PDF in a browser Each tip can be clicked on to play a short video of the tip About Forums Clicking Forums opens the StockFinder forums on the Wor den web site in a browser The forums are for reviewing posts and asking questions about StockFinder
261. tion Clicking OK opens the selected chart from the library New Chart Clicking New Chart opens a new chart tabbed with the Main Chart Change Symbol Clicking the Change Symbol button opens a Jump To Symbol window Type in a sym bol or any part of a company name in the field Symbol or Company Name business AG NG business Trust BBS Barret iness Service BWLUN Business Trust Eg Weight F CES Cortex Business Solutions 6314 Business Equipment Canadian CG761 Business Management Services Canadian CG827 Business Software amp Services Canadian FBIZ First Business Financial Services Inc FRAT Fortsum Business Solutions HAY UN Stone Aon business Fund UN MG314 Business Equipment 16 StockFinder Manual A filtered list appears based on what is typed Press ENTER after typing the symbol or selecting an item to make it the active symbol The Jump To window also appears whenever a letter key is pressed on the keyboard Typing a letter is the same as pressing the Change Symbol button Previous Symbol Clicking the Previous Symbol button chang es to the previous symbol in the WatchList Pressing CTRL and the spacebar key to does the same thing Next Symbol Clicking the Next Symbol button changes to the next symbol in the WatchList Pressing the spacebar key does the same thing Clicking the Shared Items Email Layout button brings up a menu of Email Chart five options J Shar
262. tis strictly a way to see how the equity changes at different points in the trade test period for that symbol in that BackScan Symbol Buy amp Hold Line The Buy and Hold Line represents an always in strategy for the stock It mimics the percent changes of the price of the stock for the period tested It assumes you put 100 of your equity in the stock at the start of the test period and held it until the end of the test period This can be used as a benchmark to measure the Strategy Equity line against Some may only consider their strategy of value 1f it exceeds the return of just buying and holding the stock StockFinder Manual Symbol Equity vs Buy amp Hold Line As mentioned above some may feel a strategy is only worth Apr May Jun Jul Aug ov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 10 while if it can beat a Buy and Hold benchmark The Symbol Equity vs Buy amp Hold plot is the relative strength of the Symbol Equity plot and the Buy amp Hold plot If the line is rising it means the strategy is performing better than the Buy and Hold benchmark If the line is falling it is per forming worse than the Buy and Hold benchmark If it ends at a value higher than when it started overall the strategy performed better than the Buy and Hold strat egy If it ends lower then it did not perform better mele Active WatchList Results By Symbal Trades WatchList Results Below the Act
263. tock rises in price value from that trade lowest low 5 retracement from the highest Profit Target Profit Target looks for the Coa trade to reach a set percent increase for longs or de crease for shorts from the opening price of the trade If the stock never reaches the set percent increase for longs or decrease for shorts the action will never execute 5 00 H Gain MOVAVg 21 I rages No exit until the5 profit target is met 88 Gain sets the goal percent gain from the trade s opening price If the gain is set to 5 and the long trade opening price is 10 the action will execute when the stock price reaches 10 50 0 50 is 5 of 10 and 10 plus 0 50 is 10 50 Stop Loss Stop Loss looks for the trade to fall for longs or rise for shorts a set percent from the opening price of the trade The stop loss never changes it is always a certain percent loss from the opening price value of the trade Condition Stop Loss bd 5 00 H Loss This is the percentage loss that triggers the action The per centage is measured from the trade s opening price Exits once the stock is down 5 from the open price Percent Change Percent Change looks at the percent change from the Condition open price of the trade to the price at the measured bar Whether the open trade is a short or a long has no effect on how this type works Percent Chang
264. ton creates variables in the code for indicators and Rules on the chart When clicked a Refer ence Indicator Rule screen appears with a tree for all Rules and plots on the chart Select the plot or Rule to reference in the code and click OK aJ RealCode Editor My Rule At the top of the code window the reference is inserted For more information on how to use the reference and writing RealCode download the RealCode Reference manual on www StockFinder com The Password button password protects the code Only those with the password have the ability to see protected code The Rule s color is set in upper right corner with the color pull down For more information on writing RealCode download the RealCode Reference manual on www StockFinder com Once the code is written click OK to close the window and the Rule will be on the chart Delete Rule Clicking on a Rule opens the Edit Rule window In the bottom right corner of the window is the Delete Rule link Clicking on the link removes the Rule from the current chart Click ing Delete Rule does not remove a saved Rule from any library o a Delete Rule Other Rule Uses Coloring Plots Rules can be used to color any plot including Price History Once a Rule has been added or created for a chart click any plot indicator to bring up its Edit window Click the Colors tab to see the color options Chapter updated Apr 2009 StockFinde
265. ts Base Color PDE aill Paint Indicator with the following Rules Gap Down Paint Indicator with RealCode Edit 2 Delete Plot Base Color The Base Color is the color of the plot if there are no Rules or RealCode used to color the plot OR if a bar is false for any Rule or RealCode color To the right of the base color picker is the opacity setting for the plot The lower the num ber percentage the dimmer the plot will appear on the chart Paint Indicator with the following Rules The Paint Indicator with the following Rules section shows all the Rules present on the chart Check any Rule to use that Rule color to color the plot The plot will use the Rule s color if that bar data point passes the Rule If more than one Rule is used checked a Priority column appears Paint Indicator with the following Rules v O Gap Down v Down Candle v Up Bar Priority Priority settings show what priority the Rule has in the col oring If two Rules are passing on the same bar the color of the Rule with the lowest priority value closer to 1 will be used For example if two Rules are used to color a plot the Rule with a priority of 1 will trump the color of the Rule with a priority of 2 To increase or decrease the priority value use the small ar rows to the right of the priority value Keep in mind the lower the priority number the higher priority it has Paint Indicator with RealCode
266. ts present the Sort Scan Re sults option runs the scan creating scan groupings THEN sorts the scan results by the column This option sorts the scan results For more information on scanning refer to the Scan WatchList section on page 61 CP Down Scan Block Diagram Clicking Block Diagram opens the Properties window for the column including the Block Diagram that feeds the col umn data Save Column Clicking Save Column saves the column for use later or in another Layout Chapter updated Apr 2009 StockFinder Manual Delete Column Clicking Delete Column removes the column from the WatchList display Column Options Right clicking in an empty area in the WatchList header area where there is not a column header opens a menu with three options Pe PPL rea Load Column Be New Column Empty Load Column Floating the mouse over Load Column brings up a f submenu of columns to add to a WatchList display Last Fund Category Net Change AS k Percent Change Sub Industry Clicking Ask displays the Symbol Volume current asking price for the symbol if available It requires a Platinum service level Bid Clicking Bid displays the current bid price for the symbol 1f available It requires a Platinum service level Fund Category Clicking Fund Category displays the Morningstar category for any mutual funds in the WatchList This requires the Mutual Fund service I
267. tting chosen Exit All Selecting Exit All makes it an Exit Trade Based Rule If a stock passes the Condi tion BackScanner will close any opened historical long or short position based on At Setting and Bars From Now setting chosen Remain Long Selecting Remain Long makes it a Stay in Trade Trade Based Rule If a stock passes the Condition BackScanner will keep an historical long position open regardless of any exit or sell rules that have a lower priority Remain Short Selecting Remain Short makes it a Stay in Trade Trade Based Rule If a stock passes the Condition BackScanner will keep an historical short position open regardless of any exit or cover short rules that have a lower priority Remain in Trade Selecting Remain in Trade makes it a Stay in Trade Trade Based Rule If a stock passes the Condition BackScanner will keep an historical long or short position open regardless of any exit cover short or sell rules that have a lower prior ity At Setting Clicking the At Setting opens a list of what price level to execute the Trade Rule Open Selecting Open makes the Middle of Range Trade Rule execute at the High open price point of the bar set in the Bars From Now setting Close Selecting Close makes the Trade Rule execute at the close price point of the bar set in the Bars From Now setting Middle of Range Selecting Middle of Range makes the Trade Rule execute at the middle of the ra
268. ue When Bars Since True Jel is checked a numeric col Symbol ence ina T umn is added to the Main i AA NYSE WatchList For every stock lan in the WatchList a value will appear in the column This value shows the number of bars since the last time the Rule passed was true A value of zero means the rule is passing the current bar A value of gt XX bars means it has been more than XX bars since the Rule passed The Rule has not passed for any of the last bars set to test by the column Float the mouse over the column header and click the down arrow that appears then click Edit In the Edit window the Max Bars To Test value increases the number of bars the program should check for the rule passing To sort the WatchList by this column click the column header Repeated clicks of the header toggles between as cending descending and no sort orders Last Date True When Last Date True is checked a date column is added to the Main Watch List For every stock in the WatchList a date appears This value shows the date when the last time the Rule passed was true A value of gt XX means it has been more than XX bars since the Rule passed The Rule has not passed for any of the last bars set to test by the column Float the mouse over the column header and click the down arrow that appears then click Edit In the Edit window the Max Bars To Test value increases the number of bars the program should check
269. uickly Slowly If the slide is set to anything above the bottom there is a minimum required move to qualify that the Rule passes These minimums Slowly Quickly Very Fast are based on a proprietary function called Smart Measure Smart Measures look at how the plot normally moved in the past and then sets minimums to qualify as Slowly Quickly etc Quickly Very Fast Slowly 58 de a r k C s A A Ar N j AK Te J LUC NI HACI IVIidfil U ad These Smart Measures are set by the program and match the visual move on the chart The higher the slide is set the greater the minimum move needs to be to allow the Rule to pass Moving Down The Moving Down action looks for the plot to be moving down from a previous point Choosing this action brings up several options Rule a Measure Type Smart coor lv C Ranks In Botte Move Period Slowly True 1 Quickly of Very Fast Measure Type There are three types of Measure Types Smart Per cent and Net If Percent is chosen set the minimum percent move amount in the Move Amount field A value of 10 requires the price History stock move down at the most 10 percent or worse The Move Period field sets in Measure Type Percent bars the period of the move Move Amount 10 00 4 For at most a 10 move Move Feriod qe down over the last five bars set the Move Amount to 10 and the Move Period to 5 Net has t
270. urs Manual to 70 minute the timer ct run from 0 00 to 10 00 then refresh the WatchList and start at 0 00 again Filter Any Rules set for filtering appear in the Active Filter Click the Active Filter to open the filter options which are broken into two main sections Rules to filter by The Rules section is a list of all the Rules available in the Layout Click any Rule name to edit the Rule Check the box to the left of the Rule color makes that Rule part of the WatchList filter The WatchList filter is a set of one or more Rules that a symbol must pass to appear in the WatchList For example if the Active WatchList is the Standard and Poors 100 and you the filter it based on two Rules only the Standard and Poors 100 stocks that pass both filtering Rules show Any component of that WatchList that fails to pass both Rules is hidden from the list of symbols Main Chart E Down Candle E Gap Down E Volume Greater Than Value 54 000 00 Second Chart E Bullish Hammer 1 00 10 F g Bearish Kicking 10 Fiter Rees Rate Up to date Filter Refresh Rate Below the list of Rules is the Filter Refresh Rate menu This sets how often the filter 1s refreshed based on the most recently available data This only matters at the Platinum service level where new data is streaming into the program when the market is open 73 Sort Columns Below the WatchList Properties button are the headers of all the
271. w appears from Trader Workstation asking if s Simulated Trading Interactive Brokers X to accept the incoming connection Click the Accept incoming connection attempt Yes button to connect the i Yes No programs A ty Type Lmt Pre Aux Pre Status Dest Trader Workstation LATED TRADING Chat Configure Help Globalagpnfiguration SIMULATED TRADING va amp Feat lector Eealure Selector ombo Alerts Rebalance SpreadTrader FX Tra Manage Workspaces Ticker Order API Y Enable ActiveX and Socket Clients Misc N able DDE Clients i Hotkeys All API Settings Action Qntty Type Lmt Pre Aux Pre Status Dest Once connected StockFinder opens a new WatchList win dow below the Main WatchList showing all of IB positions the net shares and entry price on each position It also opens the Trade Sliders on the right of the chart For more information on Trade Sliders refer to the Trade Sliders section on page 108 IB WatchLists To open WatchLists based on the connected IB ac ERITRADE gt count click the Brokers lt _ menu go to Interactive pada macar j 10A me Brokers then click My Positions This opens a new window set to the ZB All Positions WatchList This can be changed via the picker to show just open positions long or short positions Click the picker and change the WatchList as desired E15 Ai Positions My Accounts All My
272. wsers navigate to specific web pages using the page for the active symbol The back forward and refresh buttons on the top of the browser work like a standard web browser allowing navigation through page history Click any links on the pages navigates like any browser Clicking the small Block Diagram symbol at the top right of the window opens the browser s Block Diagram Bloomberg TV Clicking Bloomberg TV opens the video web audio stream from Bloomberg The volume controls are at the bottom of the player CNN Live Clicking CNN Live opens the video web audio stream from CNN Live The volume controls are at the bottom of the player Brokers The Brokers menu lists opt sion broker integration For more information on Bro P IEJ interactive Brokers kers and Trade Sliders go to optionsXpress that chapter of this manual ix TD AMERITRADE TDAmeritrade There are three options cs seins Login under the TDAme ritr ade E interactive an gt Trade Center menu To learn more about 93s Ne el ie MY postions the TDAmertitrade interac tion in StockFinder refer to the TDAmeritrade section on page 107 Login Clicking Login brings up the login screen Enter a TD User I D Account number and password Click Log In to log into the account via j Password StockFinder Open a New TD AMERITRADE Account D AMERITRADE UserlD Account Number Log In Cancel
273. y with every indicator available in the folder Selecting Re cent shows just the most recent indicators added to a chart The Saved tab shows only saved indicators Category The Category menu filters the library based on the selected category For example choosing the Momentum category shows all the indicators categorized as momentum indica tors 24 StockFinder Manual RealCode Checking the RealCode option filters the library to only indicators created by RealCode Child Checking the Child option filters the library to only child indicators Child indicators are indicators that are applied to other indicators like price Moving Average is a child indicator A moving average is always applied to another indicator moving average of price or moving average of volume RealCode Child Name The Name column in the library shows the indicator name It can be sorted by clicking the column header Clicking the column header toggles between ascending descending and unsorted sort orders Shortcut The Shortcut column shows any shortcuts assigned to an indicator It can be sorted by clicking the column header Clicking toggles between ascending descending and un sorted states For more information on Shortcuts refer to the Shortcuts and Hot Keys section on page 123 Edit Shortcut After clicking and selecting an indicator in the library click the Edit Shortcut but J sduance Decl
274. y Price Trend vs Market 4 02 Accumulated Depreciation and Depletion 14 901 00 Asset Turnover 0 80 Beta 2 10 Capitalization 9 692 00 Common Stack Equity 1 501 000 00 Cost of Sales 5 943 000 000 00 Current Book Value Per Share 18 76 Debt to Equity Ratio 0 40 Diluted EPS from Total Operations 0 33 Dividend Growth Rate 5 Yr 2 08 Dividend Yield 9 60 Earnings Millions 1 Yr 1 749 00 Earnings as Percent of Sales 1 Yr 5 91 Earnings Growth Rate 5 Yr 22 20 EPS Latest Qtr 0 33 EPS Percent Change 2nd Qtr Back 18 50 EPS Percent Change 3rd Qtr Back 50 70 EPS Percent Change 4th Qtr Back 82 90 EPS Percent Change Latest Qtr 47 60 ieu a Clicking the X on the right of the title tab closes the Data Sheet Chapter updated Apr 2009 StockFinder Manual News Buzz News Buzz is available at the Platinum service level Click ing the News Buzz menu item tabs the current news stories for the active symbol with the Main Chart Clicking any headline brings up the full news story i Blocks Com Blog Reader F2 News F3 x Stock News AA Beacon Equity Issues Technical Trade Alerts on Market Movers BRCD GE AA LVS NG STX 1 5 2009 9 00 AM PR Newswire Stocks Rally as Investors Look Past Dim Economic Data to Obama Stimulus Plan 1 2 2009 12 35 PM Midnight Trader XplosiveStocks com BAC NCC WFC OI AA VLY Hot Stocks on the Move 1 2 2009 9 45 AM PR Newswire Most Actives NYSE 12 31 2008 10 16 AM Mid
275. youts Moving the mouse to Recent p aim Layouts displays the last ten Layouts opened Selecting Tm New Watchlist any Layout from the list 1 My Finit i Maw Chart 2 Mew Layout Sekt Chart 2 Mecina 4 Deck 5 Industry Perfonrance Ra 6 Industry Parfonmance Ra 7 Chanit Bustir 8 Candidate strategy pa 9 Three Beane Candies DO Thie Remih Cards Select Watchlist H Save Layout opens the Layout A prompt to save changes to the cur rent Layout appears before the Layout is opened Click ing Cancel aborts the opening of the Layout Save Layout As Ext New Chart Clicking New Chart opens a new chart tabbed with the Main Chart Select Chart Clicking Select Chart opens the Add Chart to Layout box It includes all saved charts and those loaded by Worden amp Adv Ded with Volume airboss1 CCI Chart 2 amp airboss1 CCI Chart amp BDRPPLIR Weely movers f Berko Stop amp BobMc Chart 4 A Calms after the storms Typing in the Type to filter list box instantly filters the chart list Typing the words My Favorite limits the library list to only the charts with My Favorite in their names If no charts match the typed text the library will appear empty In the top right of the box is the Browse button Clicking it brings up a folder browser for looking in folders outside the default My Charts fol
276. yped text the library will appear empty A Basic amp Browser Mania Candidate strategy positive 090508 I candle amp Channel Buster i Aa Channel Busters In the top right of the box is the Browse button Clicking it brings up a folder browser to open folders outside the de fault My Layouts folder Select a folder that contains Layout files to populate the Open Layout list There are three tabs below the Type to filter list box Select ing All shows all Layouts Selecting Recent shows recently opened Layouts Selecting Saved shows all saved Layouts Choosing a category from the Category menu filters the list based on the selected category Clicking on the Name head er or the Shortcut header toggles the sort direction for each column Float the mouse over the blue nfo button on the right of any Layout to show the Layout s description No text appears if the Layout has no saved description Click OK to open the selected Layout from the library A prompt to save changes to the current Layout will appear before the selected Layout is opened Click Cancel to abort the opening of the Layout Save Layout Clicking the Save Layout button saves the current Layout If it is a new Layout it prompts for a name and the location of the new saved Layout If it is a named Layout saved previously it will save over the previous version with the current version Add or Create Chart

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