Motorola P930 Series User's Manual
Contents
1. Ticker Shares Purch Price Purch Date New Low Alert Save Changes In the Add Ticker screen only the ticker symbol itself is required All other items are optional Note The format of the Purchase Date field is YYYY MM DD Any other format will not be properly understood by the software After entering the desired information select the Save button This will add the information to the local portfolio list on the pager Modify Portfolio 1 Sove j Ada Delete Jf Shit F After adding one or more stocks the portfolio list will display the ticker any shares entered and the Added status IN ORDER TO UPDATE THE SERVER THE SAVE OPTION MUST BE USED before returning to the main menu Each portfolio may hold up to 75 stocks or items at any given time However it is recommended that only 10 stocks at a time should be added between saves to ensure that the historical data returned is fully received this is dependent upon the pager carriers message size limit Simply return to the Edit Portfolio screen to add additional tickers to your portfolio s after a save To edit a ticker using the Nav button to highlight the desired ticker or hit the first letter of the ticker symbol on the keyboard and either hit the enter key or tab to the menu bar and select the Edit option Page 9 of 20 StockBoss Interactive for PageWriter Timeport User s Guide The Edit screen appears similar to the Add Ticker screen with the exce2. StockBoss Interactive for PageWriter Timeport User s Guide The very first time the application is launched from the wheel the main StockBoss menu will contain only one item In order to enable the rest of the features you must select the item from the list and proceed to the following screen Enter ccount Information First Name John UM Last Name Public 7 Phone 555 555 1212 Home Email iap donaimcon First Nome is required Sh ft f You must enter a valid first and last name StockBoss reserves the right to discontinue any account that does not contain a real name Each name cannot begin with a space The Company Phone and Home Email fields are optional The Home Email should be the address of a desktop email account DO NOT ENTER THE EMAIL OF THE PAGER at either an office or home StockBoss will send a copy of messages as well as a Welcome message with the account ID and password to this email address if the user so desires See the Preferences section for more information 4 Main Screen Welcome to StockBoss dit Portfolios Contact Customer Service Copyright Enter Account Info Page 6 of 20 StockBoss Interactive for PageWriter Timeport User s Guide After account information has been entered and each subsequent time the application is launched the full menu will appear 5 Quote Portfolio uote Portfolio If this is the first time the application is run it is recomm
3. StockBoss Interactive For Pagewriter 2000x Timeport P930 Series User s Guide Stuck e a meeting on Fran ih pour car StockBoss Interactive 1 18P Copyright 20010 Software Incub t re imc Copyright Software Incubators 2000 StockBoss Interactive for PageWriter Timeport User s Guide Table of Contents 1 ias e EE 4 1 1 Minimum Requirements isvisoiconias conan dinar daga sind nano paid ani n 4 12 SUbSCripuon Plata te E donee ees 4 A WOVEIVIGW E E E E ele 4 2 installation dd tdi 5 3 Enter Account Information EEN 5 4 MaN EE 6 5s QUO Portfolio EE 7 Es erte Ee 8 fs JREQUESL SIOCK QUOTES ia 10 8 Request Other Market Data dg tee Ee 11 9 Setting Preferences 22 EENG 12 10a TEA Sok ete a ao le Ree eke 14 11 Sending Feedback ini noel Rie ae 16 12 Requesting Subscription rr or ii 16 E LOCK BOSS Ge EE 19 14 POSS COMPANY a da 19 15 Troubleshooti g GUIA Sissi iids tea dano 20 Copyright Software Incubators 2000 StockBoss Interactive for PageWriter Timeport User s Guide STOCKBOSS LICENSE AGREEMENT By installing copying or using this software you agree to be bound by the terms of this license agreement The software services and documentation are offered as is and without warranties as to performance accuracy of information or merchantability or other warranties whether expressed or implied All information is presented for informational purposes only and any related financial transact
4. ates and requested stock quotes will always contain the last price change for the day and the volume In addition the high and low Range and or the bid and ask prices Bid Ask may be included or all Both In order to display candle charts the Range or Both option should be selected Destination Indicates if the timed update should be delivered to the pager only Home Email only both or neither Off Page 13 of 20 StockBoss Interactive for PageWriter Timeport User s Guide End of Day Rpt At the end of the market trading day an End of Day closing summary message is sent to the destinations selected Note to ensure the charts are updated the end of day report should be left on In order to save any changes the user must proceed from the first screen to the second and then select the Save option 10 Charts fi Chart Stock 26 Doy EN 04714 SCH 116 C Bact Zoon L t Select Ticker Y To view historical charts of the price and volume select the Charts Display option from the menu Initially a basic line chart will be shown Each chart displays the number of days worth of data in the upper left corner and the last date in the upper right corner The selection box in the middle is used to display the ticker symbol To change between tickers use the Nav button to select up or down through the list When the Nav button is used the charts will automatically update to the new ticker The keyboard may also be u
5. e steps above with the rule text He Note the dl are lowercase and the R in Re is uppercase 14 P935 Compatibility The StockBoss application is not beamable It must be installed using the full script provided The application does not use the Help subsystem and is not listed in the Find screen list of applications Other than these issues the application is fully compatible with the P935 OS 4 0 software Page 19 of 20 StockBoss Interactive for PageWriter Timeport User s Guide 15 Troubleshooting Guide When trying to install the application with Partner the progress bar stops before the installation is complete Why This usually means that there is not enough memory on the PageWriter Timeport Here are some tips to free up memory 1 Ifyou haven t already done so reboot power off and then on the unit 2 Make sure StockBoss has already been removed from the unit Use the Customize application and then Delete Applications 3 Clean up unnecessary messages Use the Read application and then delete messages from the Inboxes and folders When you are finished be sure to empty the Trashcan in the Read application and or the Desktop Trash requested a portfolio update or stock quote but never received a reply Why not It may take up to 3 minutes for the server to receive the message and send back the reply messages to your unit If this hasn t happened within 10 minutes most likely the request message wasn t s
6. eal Time Agreement forms required by the exchanges Data delivered to the pager will continue to use delayed information until the agreements are completed 13 StockBoss Folder Under Flex 2 0 all incoming messages for the StockBoss application including portfolio updates quote request price and volume alerts will be directed to the StockBoss Folder within the Read module If you choose not to read a StockBoss message immediately upon arrival select the Read application and then scroll to the StockBoss folder and hit enter to view the list of messages If you wish to customize the alerts played when a StockBoss message arrives highlight the StockBoss folder from the Mailbox list then tab to the menubar and select the Custmize option DO NOT change the name of the folder or the routing routes but tab to the Next gt button to view the Set Alerts screen Here you may select different tones for each of the three alert modes You may also continue to the Cleanup Options if you wish to change the default options for removing old messages and continue to the Reminder Options screen to change those setting To add automatic routing of messages for Wisdom 4 0 select the Read module tab to the menu bar and select Message rules Select new rule Type dl into the If message contains text box and tab to Store In Select StockBoss You may turn on or off the beep and pop up option also Tab to the menubar and save the rule Repeat th
7. ended that you request a Portfolio Update If you already have a StockBoss account then the Update request will return the current prices and add all existing stocks to the portfolios stored on the pager If you do not yet have an account the pager will send information to the StockBoss server that will enable a new trial account The Go button will place a message in the Read module outbox folder which is addressed to the StockBoss servers Wait for the portfolio update message to be returned before proceeding If you are creating a new trial account you will also receive a welcome message with your account ID and password to the StockBoss servers If you are in an area of good coverage this should normally take 2 minutes or less Portfolio Updates may be requested at will 24 hours a day Page 7 of 20 StockBoss Interactive for PageWriter Timeport User s Guide 6 Edit Portfolios Select Portfolio to Edit StockBoss supports four portfolios per account Each portfolio may hold up to 75 stocks To add or edit any of the four portfolios select the Edit Portfolio option Next select which portfolio to modify Modify Portfolio 1 If there are no stocks listed in the selected portfolio the software will indicate that the portfolio is empty Tab to the menu bar and select the Add option to insert a new ticker into the portfolio Page 8 of 20 StockBoss Interactive for PageWriter Timeport User s Guide Add New Ticker
8. ions should be made only with additional and independent advice and confirmation Software Incubators Inc reserves the right to revise the software services and documentation at any time without obligation to notify any party of such revisions You may not reverse assemble de compile reverse engineer or otherwise attempt to derive source code or the underlying ideas algorithms structure or organization from the attached software Copyrights laws and international copyright treaties and other intellectual property laws protect this software and documentation The software and documentation may not be exported to any party subject to U S export restrictions StockBoss is a trademark of Software Incubators Inc PageWriter and Timeport are a trademark of Motorola Inc Software services and client data center protocols have been developed and supplied by Software Incubators Inc Page 3 of 20 StockBoss Interactive for PageWriter Timeport User s Guide 1 Introduction 1 1 Minimum Requirements 1 PageWriter 2000x or Timeport 930 935 with Flex OS version 2 0 0 14 or later To check the version of FLEX OS on your unit launch the Customize or Controls application and then select About PageWriter If your pager is Flex OS version 1 0x we recommend installing our older version available at www stockboss com sbia pw106 exe or upgrading your pager to Flex OS version 2 X or higher 2 At least 40 K bytes of open FLASH memory
9. nter your comments or questions If you have any comments or questions about the StockBoss service or the PageWriter Timeport application the Contact Customer Service screen can be used to direct a message to the StockBoss staff 12 Requesting Subscription Each user is granted a complimentary two week trial If you wish to continue service after the trial period or upgrade to full service during your trial you may convert your account using the Subscribe screens The subscription process is broken into 5 screens that allow for selection of data type and payment periods and input of address and credit card information Page 16 of 20 StockBoss Interactive for PageWriter Timeport User s Guide Request Subscription To upgrade your trial to a full account select a data type and cont inue The first screen allows you to select between receiving 15 minute delayed or Real Time market data Select a Payment Plan Pricing for Delayed Monthly 19 95 mo 3 Month 56 85 18 95 mo03 6 Month 1867 76 C17 95 mo Includes unlimited alerts and requests The second screen prompts you to select a payment plan with the number of months to prepay The subscription will automatically renew and you will be charged the amount shown at the beginning of the next period The prices displayed indicate the selection of delayed or Real Time data Note the prices listed for real time data are for individual non professional use
10. on your PageWriter Timeport To check the free FLASH memory on your unit launch the Customize or Controls application select Memory Usage and if necessary depending on version of FLEX OS select the Advanced button 3 FLEX PC Partner for your PC version 2 0 0 14 or later To check the version of PC Partner launch PC Partner then select Help in the main menu bar and then select About Partner 1 2 Subscription Plan When you first set up StockBoss on your PageWriter Timeport you will normally be given a two week free trial period After this trial period StockBoss services are offered to subscribers for a monthly subscription fee The current subscription fee structure can be found at www stockboss com 1 3 Overview StockBoss is a powerful financial interactive application that utilizes the graphic capabilities of the Motorola PageWriter 2000X and Timeport pagers to provide the end user with access to their stock portfolio and market information In addition StockBoss Interactive allows the user to visually graph historical stock data directly on their pager in order to portray a complete market status Based upon the unit s two way communications capabilities StockBoss provides sophisticated navigation of financial data plus allows for on demand requests for new financial information Page 4 of 20 StockBoss Interactive for PageWriter Timeport User s Guide Users can access their stock portfolios di
11. percentage or by dollar Volume leaders or the ticker symbol of a company Enter Ticker or Company Nome motorola To find the ticker symbol of a company or the company name of a ticker symbol use the Ticker Lookup option Enter ONE name or symbol per request If entering a name it is preferable to use only a portion of the full name Entering a partial company name will retrieve a broader list of results and companies The StockBoss server will attempt to find the partial name within all company names and will return the first 10 matches found Page 11 of 20 StockBoss Interactive for PageWriter Timeport User s Guide If requesting gainer loser or volume leader information the user can optionally select a specific market such as the top leaders in the NASD the NYSE or the AMEX specifically 9 Setting Preferences Price Vol Alert Alert Reset z Ce Threshold Move Threshold Type Volume User preferences are set on two screens The following options are listed on the first screen Price Vol Alert Dest The price and volume alerts generated by the StockBoss server can be delivered to the pager only the Home Email only both or neither Off Alert Reset Following a price alert the thresholds are reset based on the percentage listed In this example an alert will be generated every time one of the stocks in your portfolio has a change in value of 10 or more Page 12 of 20 StockBo
12. ption that the ticker symbol cannot be modified If any changes are made to the fields and those are saved the status for that ticker will now state Changed To delete a ticker use the same procedure as above the select the ticker then tab to the menu bar and select the Delete option The status will change to Deleted but the ticker is still listed To Un delete the ticker again select the ticker tab to the menu bar and select the Delete option The status will revert to the blank added or changed status TO UPDATE THE SERVER after any additions changes or deletions select the Save menu button 7 Request Stock Quotes Enter Stock Tickers to Quote To request stock quotes on specific tickers rather than on the entire portfolio use the Quote Stock menu selection Enter a list of tickers separated by spaces into the entry box tab to the menu bar and select Send The list of tickers is retained so that the next time the form is displayed the prior list of tickers will be shown To modify the list use the Nav button and backspace keys to delete any undesired tickers or add others Page 10 of 20 StockBoss Interactive for PageWriter Timeport User s Guide 8 Request Other Market Data Request Other Ticker Looku op boiner Loser Z Top Goainer Loser Top Volume In addition to specific ticker quotes and Portfolio Updates the user may request other market data such as current top Gainers Losers by
13. rectly from the pager tracking history in chart form in addition to the receipt and request on demand of stock information Receipt of quotes and updates are available customized to individual user preferences as well as the interactive option to request on demand specific market information StockBoss Interactive is an ideal financial resource for mobile users of interactive pagers who track market performance during the trading day Moreover StockBoss users have the unique option of modifying and maintaining their stock portfolios directly from their pager without ever having to access the Internet This convenience allows complete freedom and customized use to meet the needs of the mobile investor 2 Installation Execute the install script sbia_pw exe and follow the instructions on each screen If you are upgrading from a prior version be sure to remove the older copy as instructed and reboot the pager IMPORTANT Be sure to RESET your unit both BEFORE and AFTER installing StockBoss To do so use the Power Off application on your unit or hit the Alt Home keys and then select any key to reboot the unit IMPORTANT Wait for your pager to return to 2 way service mode before starting the StockBoss application After successful installation the main application wheel or desktop will contain the StockBoss item To begin using StockBoss select this item 3 Enter Account Information Welcome to StockBoss Page 5 of 20
14. rs If you are uncertain of your status you should contact StockBoss using the Contact Customer Service menu option or view the definition of professional versus non professional as listed on our website at www stockboss com prononpro htm Page 17 of 20 StockBoss Interactive for PageWriter Timeport User s Guide Agree to Terms I agree to the service terms and conditions at stockboss conm ternm htm Online signature required to activate reol time dota Type I Agree The third screen requires you to enter the text Agree to indicate your acceptance of the service terms and conditions listed at the web address shown Enter Address Informat ion Address 181 First Ave City Public City State IP Country fs C Net Beck gt Continue to next screen The fourth screen prompts you to enter your address information Enter Credit Cord Page 18 of 20 StockBoss Interactive for PageWriter Timeport User s Guide The final screen prompts you to enter your credit card information StockBoss accepts Visa Mastercard and American Express You may use numbers spaces or dashes in the card number only Your credit card information will be encrypted before it is sent to our server Once your subscription information is received and processed you will receive back a confirmation message If you selected Real Time data the message will direct you to login at www stockboss com in order to complete the Online R
15. sed to select a new ticker by hitting the first letter of any ticker in any of the portfolios However the chart will not automatically update Press the Enter key to have the chart displayed If an incoming message arrives while viewing the chart or you hit the Alt Smbl keys the chart does not refresh automatically when dismissing the pop up dialog box Press the Enter key to have the chart redrawn Page 14 of 20 StockBoss Interactive for PageWriter Timeport User s Guide Chort Stock 26 Doy YHOO 44 14 Shou Hide volume In addition to the basic line chart the volume bars may be displayed or hidden using the Volume menu button Chart Stock 28 Doy NADO B4714 k Hp Ly LEL 111 29H aM aball nit EIL Zeen VU Volume EESTI Line or Candle The basic line chart can be changed to a candle chart and back using the Candle menu button Note the Range or Both option should be selected in the Update Detail preferences in order to receive the high and low prices necessary to create the candle view The charts will show up to 60 days of historical data Use to zoom bottom to switch between a 30 day and 60 day view Page 15 of 20 StockBoss Interactive for PageWriter Timeport User s Guide 2908 84 11 206694718 2008 04 87 248464786 908 484 85 248464784 The data behind the chart can be viewed by selecting the Data menu button 11 Sending Feedback Enter Comment or Question E
16. ss Interactive for PageWriter Timeport User s Guide Threshold Move Following a price alert the triggered threshold is always adjusted and the other threshold may also be changed if the Both option is selected Threshold Type If set to Absolute the thresholds are only changed by a price alert or by manually changes in the Portfolio Edit screens If set to Intraday the thresholds are reset each morning based upon the prior day s closing value Volume Controls how high over the 10 day trailing average the current volume must be before triggering an alert For example if 250 is selected you are specifying that you wish to receive a notification message from StockBoss whenever one of the stocks in your portfolio has traded at a volume of 250 or more of it s average trading volume If set to Off then no volume alerts will be generated Update Preferences Update Time Update Detail Dest inat ion End of Doy Rpt The second screen has the following parameters On this screen the user can specify the instructions on how and when they want to receive notifications and updates from StockBoss Update Time A portfolio update message is automatically generated by the server at the time Eastern US Time listed This field is used to specify the time that you would like to receive the Mid Day portfolio Note Portfolio Updates may be requested manually at any time from the main menu Update Detail The portfolio upd
17. uccessfully sent from your PageWriter Timeport Check the Read application s Outbox to see if the last message has been sent look for the check mark next to the message If it has not been sent tab to the Menu bar and select the Resend button didn t receive my intra day or end of day update Why not Most likely the message was not received properly by your unit The FLEX based paging network will be notified and will retry sending a message if it is not received properly and the FLEX frameworks on the pager will try to reconcile garbled messages into a perfect message However occasionally these attempts will fail especially in areas of marginal coverage Occasionally the screen seems unresponsive Why This usually means that a new update message has arrived and is being processed After viewing my Portfolio Update message the pager says the message has transmission errors Why There is a known minor issue with the software This warning can be safely ignored Just hit enter to continue operations Page 20 of 20
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