Hng dn S dng StoxProTM 2.

4
Cng c u t Thng minh

Ni dung
1.

Gii thiu StoxPro ...................................................................................................2

2.

Tnh nng u vit .....................................................................................................3

3.

Li ch em li cho ngi dng .............................................................................4

4.

Cc bc ci t s dng ................................................................................. 5

4.1

B ti d liu StoxData Refresh ................................................................................. 5

4.2

Yu cu h thng .......................................................................................................6

4.3

Hng dn ci t .....................................................................................................7

5.

Vn hnh chc nng ti d liu (Refresh) hng ngy ........................................11

5.1

Hng dn Enable All Macro ................................................................................... 11

5.2

Hng dn Refresh d liu vi Excel 2007 ............................................................. 11

5.3

Hng dn Refresh d liu vi Excel 2003 ............................................................. 13

6.

Biu ph thu bao d liu ...................................................................................... 14

7.

Thanh ton ph thu bao d liu...........................................................................15

8.

T vn chng khon ............................................................................................. 16

9.

Chm sc khch hng ........................................................................................... 17

10.

Top 10 cu hi thng gp ................................................................................... 18

Trang 1

1.

Gii thiu StoxPro

StoxPro l phn mm phn tch chng khon u vit bc nht Vit nam hin nay dnh
cho nh u t nng ng v cc chuyn vin phn tch chng khon.
Ti sao hn 30 ngn nh u t s dng StoxPro hng ngy:

S dng rng ri: hn 30 ngn nh u t nh u t c nhn v hn 100 t

chc l cc cng ty u t, qu u t v nh ch ti chnh.

D liu chuyn su: m cc website v phn mm khc khng c nh bin

ng gi theo ngnh hp, ch s nh gi tng lai (forward valuation), ch s
c iu chnh ngay trong ngy cht quyn, t sut c tc, v.v.

D liu cp nht nhanh: bao gm d liu gi v giao dch c cp nht tc

th, d liu ti chnh v cng b li nhun c cp nht lin tc hng ngy.

D liu chun xc v c m bo: quy trnh kim duyt d liu t ng v

quy trnh r sot ni b cht ch c xy dng v qun l bi cc chuyn gia
c chng ch CFA, ACCA v CPA. D liu trn StoxPro c StoxPlus m bo
v tnh chnh xc v tin cy y l s khc bit so vi cc ngun d liu
min ph trn Internet.

Nhiu cng c phn tch u vit: da trn nn d liu chun xc bao gm:
StoxCompare, StoxScreener, StoxWatch, StoxSector, StoxValue v.v.

T vn chng khon: bi cc chuyn vin phn tch c lp ca StoxPlus khi

dng phn mm StoxPro.

Trang 2

2. Tnh nng u vit

MarketLive!
Bng gi trc tuyn cho php
filter theo nhiu la chn khc
nhau

Doanh nghip A-Z

StoxLive!
Theo di cung cu tng c phiu
v din bin gi ngnh real-time

So snh C phiu
So snh c phiu vi trn 50
ch s

D liu v ch s ti chnh,
nh gi t A n Z

Qun l Danh mc
Theo di danh mc v
kim nh kt qu li l

Tng hp Ngnh chun Dow Jones

Nhn din nhanh v bin ng
ngnh vi trn 50 ch s

Lc C phiu

nh gi c phiu

Tm c phiu theo nhiu tiu ch khc nhau

M hnh 5 bc nh gi nhanh v c phiu theo

m hnh CAPM

Tng hp th trng

V nhiu tnh nng khc

Bc tranh tng hp nht v hai ch s VNI

REFRESH d liu t ng t StoxData, cho php

v HNX

trch xut phn tch chuyn su theo nhu cu.

Trang 3

3.

Li ch em li cho ngi dng

Cc li ch m StoxPro mang li

H tr ra quyt nh u t mt cch nhanh chng: La chn c phiu tt v

nhn din nhanh chng cc c hi u t. T tin trong vic ra quyt nh u t v t
vn cho khch hng nh s h tr ca thng tin, d liu, cc ch s c chun xc
cao v ng tin cy. a ra c s hp l cho quyt nh u t v bo v quyt nh
u t ca mnh trc cc c ng v nh u t.

Tit kim thi gian: Gim c rt nhiu thi gian thu thp, chun ha v x l d
liu v tnh ton ch s ti chnh, trnh by kt qu phn tch v v biu . C nhiu
thi gian hn phn tch u t. Gia tng cht lng cc bo co phn tch.

T vn min ph: Nhn c t vn v tr gip phn tch, nh gi c phiu cc

chuyn vin phn tch c lp ca StoxPro qua Skype: StoxAdvisor v qua email:
StoxAdvisor@stoxplus.com

Li th ring c ca StoxPro

S dng rng ri: bi trn 30 ngn nh u t c nhn v khch hng ln l cc

nh ch ti chnh tin dng hng ngy.

D liu chuyn su: m cc website v phn mm khc khng c bao gm: bin
ng gi theo ngnh hp, ch s nh gi tng lai (forward valuation), ch s c
iu chnh ngay trong ngy cht quyn, t sut c tc, v.v.

D liu cp nht nhanh: bao gm d liu gi v giao dch tc cao, d liu li

nhun cng b sm nht c th.

D liu chun xc: da trn nn d liu phong ph c cc chuyn gia ACCA v

CFA charterholder xy dng v qun l vi quy trnh kim duyt d liu t ng v
quy trnh r sot ni b cht ch c r kim ton c lp. X l hu ht cc vn
c xem l c hu v d liu chng khon ti Vit Nam nh nhng nh hng do
pha long c phiu, cht quyn pht hnh, v.v.

Nhiu cng c phn tch u vit: da trn nn d liu chun xc bao gm:
StoxCompare, StoxScreener, StoxWatch, StoxSector, StoxValue v.v.

T vn chng khon: bi cc chuyn vin phn tch c lp ca StoxPro.

Trang 4

4.

Cc bc ci t s dng

4.1

B ti d liu StoxData Refresh

StoxData Refresh l mt phn mm add-in vo Excel gip cp nht d liu hng ngy cho
file Excel StoxPro 2.4.

Trang 5

4.2

Yu cu h thng
StoxPro c th chy tt trn cc my c cu hnh ph bin hin nay. Lu rng cu hnh
my cng cao v kt ni Internet tc cng cao th vic s dng StoxPro cng hiu qu.

H iu hnh: Windows Server 2003; Windows Server 2008; Windows XP;

Windows Vista; Windows 7.

B vi x l : P3 500 MHz hoc cao hn (Khuyn co).

RAM: 256 MB (Ti thiu); 512 MB (Khuyn co) hoc cao hn.

Dung lng a cng: 280 MB (x86), 610 MB (x64) hoc cao hn (Khuyn co).

Yu cu phn mm:

Windows Installer 3.0 (vi Windows 98/ME yu cu Windows Installer 2.0 hoc
cao hn). Windows Installer 3.1 hoc cao hn (Khuyn co).

Microsoft .NET Framework Version 2.0 hoc cao hn (Khuyn co).

SharShared Add-in Support Update for the Microsoft .NET Framework 2.0
(KB908002)

Microsoft Office Excel 2003 hoc cao hn (Khuyn co).

Quyn H thng khi ci t phn mm: Bn cn c quyn Administrator

Trang 6

4.3

Hng dn ci t
Bc 1: Download file excel StoxPro t link sau:
Version Ting Vit: http://stox.vn/stox/stoxpro/StoxPro2.4.xls
Version Ting Anh: http://stox.vn/stox/stoxpro/StoxPro2.4_EN.xls
(Chng ti khuyn co ngi s dng nn to mt th mc lu file StoxPro v d nh
C:\StoxPro)
Bc 2: Download ci t b ti d liu StoxData Refresh 2.4 theo link sau:
http://stox.vn/stox/stoxpro/StoxDataRefresh2.4.exe

Bc 3: Dng user v password ng k trn Stox.vn ti d liu (gii hn dng th

min ph trong vng 2 tun) theo link: http://stox.vn/stox/my_home/?menuID=4&action=login
Bc 4: Thanh ton ph 550 ngn/thng dng y tnh nng ca phn mm.
Nu Qu Khch hng ang ngoi lnh th Vit Nam th nn chn download qua Mediafire
t tc ti u theo ng link sau:
http://www.mediafire.com/?sharekey=b9bbf0eb41d96440ab1eab3e9fa335ca68441a76543c52de

Hng dn chi tit ci t b StoxData Refresh (chi tit Bc 2 trn)

Bc 2.1 Chy file StoxRefresh2.4.exe

Trang 7

Lu : Vui lng sao lu v tt ht cc ng dng Excel hin ti ang m trn mn hnh

trc khi bt u qu trnh ci t tip theo.

Bc 2.2 : Ci t .Net 2.0

to mi trng chy cho StoxPro, my tnh ca Qu v phi c ci t .Net
Framework. Qu v lu : Nu my tnh ca Qu v c .Net 2.0 hoc phin bn cao hn
th c th b qua bc ny.
Lu : kim tra trong my tnh c ci t .Net Framework cha, Qu v vo
Start/Setting/ Control Panel/ Add or Remove Programs v kim tra xem c Net
Framework trong my cha.

Trang 8

Bc 2.3: Ci t b StoxDataRefresh

Qu v la chn Microsoft Excel Version ang s dng trn my tnh ca mnh v chn nt
Install. Ch : Vui lng la chn chnh xc Version Excel m Qu v ang s dng.
kim tra phin bn Excel bn a con tr theo ng dn: Start>>All Programs
>>Microsoft Office. Bn s nhn thy tiu ca Microsoft Office m bn ang dng l
phin bn no.
Qu trnh Install StoxRefresh din ra:

Trang 9

Chn Next tip tc qu

trnh ci t

Chn Everyone

Sau khi ci t thnh cng Stox Data Refresh, Qu v nhn Exit thot khi cc bc ci
t.

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5.

Vn hnh chc nng ti d liu (Refresh) hng ngy

5.1

Hng dn Enable All Macro

Qu v m file Excel StoxPro 2.4.xls ti v Bc 1.

Vi Excel 2003: Chn Tool/Macro/Security v chn ch Low.

Vi Excel 2007: Chn Office Button/Excel Options/ Trust Center/ Trust Center Setting/
Macro Setting v chn Enable All Macro. (Nt Office Button nh hnh bn di)

Sau ng file Excel ang m v khi ng li. Qu trnh ci t StoxPro hon tt.
Office Button
Chn Option

5.2

Hng dn Refresh d liu vi Excel 2007

Qu v m file Excel StoxPro 2.4.xls, mn hnh giao din ca StoxPro 2.4 s nh trn.
Qu v s thy dng: Sercurity Warning Data connections have been disabled. Qu v
Click vo Option Chn Enable this content.
Cui cng Qu v ch cn Click vo Add-ins/ StoxDataRefresh.

ng nhp Usename v Password update d liu mi nht trong ngy.

Trang 11

Lu : Qu v nn kim tra b g ting Vit c ang c kch hot hay khng v b g c

th lm cho vic nh password khng chnh xc.
Nu Qu v qun hoc khng chc chn v username v password ca mnh, vui lng lin
h vi:
Ms V Minh Hng - Chuyn vin Chm sc Khch hng
T: 04. 3562 6962 (104) M: 091 567 6861
Skype: stoxpro Yahoo: stoxpro.services
E: hang.vu@stoxplus.com

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5.3

Hng dn Refresh d liu vi Excel 2003

Khi m StoxPro vi Excel 2003, Qu v s thy mt bng Query Refresh nh hnh di
y. Trong phin giao dch, Qu v chn Enable Automatic refresh t ng cp nht
d liu gi chng khon Real-time. Sau phin giao dch, Qu v c th chn Disable
automatic refresh.

ng thi Qu v s nhn thy ngay nt StoxDataRefresh hin ra trn mn hnh nh hnh

di, click vo StoxDataRefresh ny update d liu mi nht trong ngy.

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6.

Biu ph thu bao d liu

Bn min ph

Bn tr tin

Ghi ch: Biu ph thu bao trn ch p dng cho khch hng l nh u t c nhn.
Chng ti c biu ph hp dn ring cho cc t chc v cng ty chng khon khi ng k
mua trn 3 ti khon hoc phn phi cho khch hng ca mnh.

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7.

Thanh ton ph thu bao d liu

ng k thanh ton, xin vui lng thanh ton ti y (nu bn c ti khon ti mt trong
bn ngn hng) hoc lin h trc tip vi Ms V Minh Hng c hng dn chi tit.
Ms V Minh Hng - Chuyn vin Chm sc Khch hng
T: 04. 3562 6962 (104) M: 091 567 6861
Skype: stoxpro Yahoo: stoxpro.services
E: hang.vu@stoxplus.com

Ngn hng

Chi tit thanh ton

eBanking

S Ti khon: 11520809247010
Tn ti khon: Cng ty c phn truyn thng ti
chnh StoxPlus
Chi nhnh: Ba nh
S Ti khon: 0021 002 180 832
Tn ti khon: Cng ty c phn truyn thng ti
chnh StoxPlus
Chi nhnh: H Ni
S Ti khon: 02 000 603 5885
Tn ti khon: Cng ty c phn truyn thng ti
chnh StoxPlus
Chi nhnh: Thng Long
S Ti khon: 733 343 49
Tn ti khon: Cng ty c phn truyn thng ti
chnh StoxPlus
Chi nhnh: Hong Cu

Trang 15

8.

T vn chng khon
T vn v c phiu
Qu v c th nhn c t vn v nh gi v mt c phiu nht nh t cc chuyn
vin phn tch c lp ca StoxPro, bao gm:

T vn phn tch ti chnh doanh nghip nim yt da trn cc d liu v ch s

ca doanh nghip trn StoxPro

Tr gip nh gi c bn mt m chng khon da trn cc thng s ca StoxPro

T vn nh gi nh hng cc cng b thng tin v c phiu v d chia thng,

pht hnh c phiu, nh hng ca mt thng tin cng b nht nh, v.v.

T vn thm nh cc tin n hoc cha chnh thc v c phiu.

Lm th no nhn thng tin v t vn

Gi email cho cc chuyn vin phn tch chng khon ca StoxPro qua:
StoxAdvisor@stoxplus.com v nu r vn cn tr gip. Mi yu cu t vn s
c phn hi cho khch hng trong vng 24 gi k t gi nhn c trn email
gi n.

Tham gia Skype Chat Room ca StoxPro: StoxAdvisor v gi cu hi trc tip

cho cc chuyn vin phn tch ca StoxPro. Chng ti cam kt lun online trong
gi lm vic t 8AM n 5PM. Khi tham gia, qu khch hng cn nu r user m
h thng chng ti cung cp khi mua phn mm StoxPro.

Min trch v lu
y l cc sn phm phn tch th trng nhanh v th trng v c phiu nhm tr gip
cc khch hng dng phn mm StoxPro nh gi nhanh v th trng v c phiu m
khng phi l cc sn phm phn tch chuyn su. Cc kin t vn qua email
StoxAdvisor@stoxplus.com v t Skype: StoxAdvisor ch l kin tham kho v
StoxPlus, cng ty s hu phn mm StoxPro, khng chu trch nhim v nhng thit hi
hay tn tht t khch hng v ngi dng nhng thng tin ny.

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9.

Chm sc Khch hng

s dng StoxPro hoc qu nh u t c bt k cu hi g v sn phm ca chng
ti, xin vui lng lin h ngay vi:
Ms V Minh Hng - Chuyn vin Chm sc Khch hng
T: 04. 3562 6962 (104) M: 091 567 6861
Skype: stoxpro Yahoo: stoxpro.services
E: hang.vu@stoxplus.com

Chuyn vin Chm sc Khch hng ca chng ti lun sn sng gip Qu khch
hng 24/7 qua in thoi v cc cng c trc tuyn bao gm Skype v Yahoo
Messenger.

Mi cu hi ca khch hng qua in thoi, Skype, Yahoo Messenger s c gii

p ngay trong trong gi hnh chnh 8 gi sng 5 gi chiu.

Mi kin v cu hi qua email s c gii p trong vng 24 gi.

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10.

Top 10 cu hi thng gp
Cu hi 1: My tnh ca ti c quan ch c s dng quyn user v c h thng
tng la (Firewall) th ti phi lm th no s dng c StoxPro?
Trong trng hp ny, bn cn lin h vi IT Administrator ca Cng ty mnh c
cp quyn Admin khi ci t b StoxRefresh (hnh di) hoc lin h trc tip vi b
phn Chm sc Khch hng StoxPro, s in thoi 04 3562 6962 ext 104 c
hng dn.

Cu hi 2: Lm th no bit ti ang dng Excel 2003 hay Excel 2007?

kim tra bn a con tr theo ng dn: Start>>All Programs>>Microsoft Office.
Bn s nhn thy tiu ca Microsoft Office m bn ang dng l phin bn no.
Cu hi 3: Ti sao phi thc hin Enable Macro trn excel khi s dng StoxPro?
c th s dng c cc button trn file StoxPro v c bit c th thc hin lc c
phiu trong chc nng Sng lc c phiu (StoxScreener), bn cn thc hin Enable
Macro trong file Excel StoxPro ang s dng. Enable Macro bn thc hin cc bc
sau:

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Vi Excel 2003: Chn Tool/Macro/Security v chn ch Low.

Vi Excel 2007: Chn Office Button/Excel Options/ Trust Center/ Trust Center
Setting/ Macro Setting v chn Enable All Macro.

Cu hi 4: StoxPro phin bn min ph th khc g so vi StoxPro bn quyn (tr

tin)?
Vi StoxPro c bn quyn, bn:

c s dng StoxPro vi y cc tnh nng, d liu c cp nht hng ngy.

c nhn t vn, tr gip phn tch, nh gi c phiu t cc chuyn vin phn

tch ca StoxPlus

c h tr k thut, gii p cc thc mc 24/7

Vi StoxPro min ph, bn:

Ch s dng c cc tnh nng hin c ca StoxPro vi d liu ti 1 thi im trong

qu kh.

Ch cp nht c d liu Realtime trong phin giao dch (t 8h30 n 11h trong cc
ngy giao dch)

Khng cp nht c cc ch s ti chnh cui mi phin giao dch

Khng c h tr k thut v gii p cc thc mc trong qu trnh s dng

StoxPro.

Bn xem chi tit cc tnh nng gia StoxPro min ph v StoxPro tr tin ti Mc 6 ca
ti liu hng dn s dng.
Cu hi 5: Ti khng hiu s khc nhau gia StoxData Refresh v Refresh All l
nh th no?

Chc nng StoxData Refresh: thc hin refresh cc d liu v ch s cui mi

phin v cc Bo co ti chnh hng ngy. s dng chc nng ny, bn dng
username v password ng k trn Stox.vn ng nhp.

Chc nng Refresh All: thc hin refresh cc d liu realtime trong phin giao
dch ti 2 sheet StoxLive & MarketLive m khng phi ch i.

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Cu hi 6: C rt nhiu tiu ch trong chc nng Sng lc c phiu (StoxScreener),

ti nn dng tiu ch no?
Ty theo chin lc u t ca mnh, bn c th la chn cc tiu ch khc nhau, khng
nht thit phi s dng ng thi tt c cc tiu ch sng lc c phiu. V d, nu bn
chn c phiu c thanh khon cao nhng gi thp, c phiu c P/E thp hn 10, v.v.
Trong trng hp cn h tr t vn chuyn mn, bn c th lin h vi b phn T vn
StoxPro, nick Skype:

StoxAdvisor

hoc bn c th email cho chng

ti:

hang.vu@stoxplus.com.

Cu hi 7: Phn ngnh trong StoxPro c thc hin theo chun no?

Phn ngnh trong StoxPro c thc hin theo chun ICB (Industry Classification
Benchmarking) do Dow Jones v FTSE xy dng. Bn c th xem phn ngnh chi tit
n ngnh cp 4 phn tch c phiu trong ngnh hp. V d: bn c th xem xt chi
tit ngnh hp thy sn, bia, nc gii kht, v.v. trong ngnh thc phm ni chung.

Cu hi 8: Cc k hiu lin quan n ch s ti chnh MRY, TTM, LAG, LFY l g?

Do rt nhiu doanh nghip khng s liu ti chnh, hay cha n k cng b nn cc
d liu ti chnh ca cc doanh nghip c tnh trn c s khc nhau. Chnh v vy, cc
k hiu vit tt ny nhm gii thch cho cch tnh cc ch s ti chnh ca cc m c
tnh theo thi k no. Cc ch vit tt trn c xp theo th t cp nht v c gii
thch nh sau:

TTM (Trt 4 qu gn nht) vit tt ca Trailing Twelve Months tc l ch s c

tnh trt trn 4 qu mi nht. V d: m ABT - Thy sn Bn Tre cc ch s ti chnh
ti ngy 22/06/2010 c tnh theo 4 Qu mi nht t Qu 1 nm 2010 trt v n
Qu 2 nm 2009.

LAG (Trt 4 qu trc) vit tt ca Lagging tc l ch s c tnh trt 4 qu

trc qu hin ti do doanh nghip cha cng b bo co ti chnh cho qu hin ti.
V d: Ti ngy 30/8/2010, m XYZ c tnh da trn bo co ti chnh ca Qu 1
nm 2010 n Qu 2 nm 2009 do XYZ cha cng b bo co ti chnh Qu 2/2010
ti ngy 30/8/2010.

Trang 20

MRY (Nm ti chnh gn nht) vit tt ca Most Recent Year, tc l ch s ti chnh

c tnh theo nm bo co gn nht: 2009. V d: Ti ngy 1/7/2010, m AGD Thy sn G ng cc ch s ti chnh c tnh theo nm ti chnh mi nht l nm
2009 do AGD xin hon v cha cng b bo co ti chnh Qu 1/2010.

LFY (Nm ti chnh trc) vit tt ca Last Financial Year tc l ch s c tnh

da trn s liu ca nm ti chnh trc nm mi nht. V d: M KHB - Khong sn
Ha Bnh cc ch s ti chnh c tnh theo nm ti chnh trc nm mi nht l
nm 2008.

Lu : Mc d d liu ti chnh c th l d liu lch s (theo mc cp nht nh trn)

nhng cc ch s ti chnh lin quan n gi c phiu (v d P/E hay P/B) trn StoxPro
u c tnh da trn Gi c phiu iu chnh theo ngy cht quyn gn nht.

Cu hi 9: Khi ti gp li Old format or invalid type library th x l ra sao?

Khi dng nu c thng bo nh sau:

y l vn do phn mm c xy dng trn H thp phn ca United States. Nu

my tnh ca bn ang s dng H thp phn khc, phn mm s t ng a ra thng
bo ny. s dng c bnh thng, bn thc hin cc bc sau.

Vo Start/Control Panel/Regional and Language Options

Ti Tab Regional Options bn chn English (United States)

Trang 21

Click button Customize la chn cc thng s nh bn di

Sau khi ng li file Excel StoxPro.

Trang 22

Cu hi 10: Ti l khch hng dng StoxPro mun bit nhn t vn nh th no?

Khi bn l khch hng dng phn mm phn tch chng khon StoxPro, bn s c quyn
yu cu nhng tr gip v phn tch v mt m c phiu c th trong phn mm StoxPro.
Chng ti hin tip nhn nhng yu cu tr gip, t vn qua hai knh:
Email cho cc chuyn gia ca chng ti theo a ch: StoxAdvisor@stoxplus.com
Tham gia Skype Chat Room: StoxAdvisor v tho lun trc tip vi cc chuyn vin
phn tch ca chng ti. Khi tham gia, Qu Khch hng cn nu r user m h thng
chng ti cung cp khi mua phn mm StoxPro.
Lu : Chng ti thc hin chm sc khch hng 24/7 qua in thoi nhng do hn ch
h thng v ngun lc nn dch v t vn chng khon ch c thc hin theo hai knh
ni trn cho cc khch hng dng StoxPro.

Trang 23

Nu Qu v v cc bn c bt k cu hi g v bn Hng
dn S dng ny hay c bt k cu hi g v sn phm
StoxPro xin vui lng lin h:
Ms V Minh Hng, Chuyn vin Chm sc Khch hng
StoxPlus Corporation
t: 04. 3562 6962 (104) m: 091 567 6861
e: hang.vu@stoxplus.com
Skype:
Yahoo:

stoxpro
stoxpro.services

StoxPro l mt thng hiu ca StoxPlus. StoxPlus t ho l cng ty hng u Vit nam chuyn cung cp
cc gii php d liu v thng tin ti chnh thng minh c chun ha cao v ng tin cy; v cc cng
c phn tch u t cc k hu ch cho cc cng ty chng khon, cc hng qun l qu, v nh u t
chuyn nghip.

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