Chartnexus Manual

User Manual
Version 3.0.6
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Copyright
c 2004-2010 FiNEX Solutions
All rights reserved. No part of this document may be reproduced in any
form or by any electronic or mechanical mean, including information stor-
age and retrieval systems, without permission in writing from FiNEX So-
lutions Pte. Ltd (“FiNEX Solutions”).
Limitations of Liability/Disclaimer of Warranty
FiNEX Solutions makes no representation or warranty including, but not
limited to the accuracy or completeness of the contents of this document
and specifically disclaim all warranties, including without limitation war-
ranty of fitness for a particular purpose. No warranty may be created or
extended by sales or promotional materials.
This document is provided with the understanding that it is for personal ed-
ucational reference, to assist you in better understanding of the ChartNexus
software system. If you require professional assistance or investment ad-
vice, you are strongly advised to engage the services of a competent finan-
cial adviser.
FiNEX Solutions shall not be held liable for damages arising here from.
The fact that an organization or a website is referred to in this document as
a citation and/or a potential source for further information does not mean
that FiNEX Solutions endorses the information or recommendations made
by the organization or the website. Further, you should be aware that the
Internet websites listed in this document may have changed or disappeared
between when this document was written and when you read it.
For general information and updates on our products and services, please
visit our web site at http://www.chartnexus.com.
Trademarks
ChartNexus is a registered trademark; XPertTrader, XPertTrader TestDrive,
XPertTrader Indicators, XPertTrader Candlesticks, ChartMaker, IndexCre-
ator are trademarks of FiNEX Solutions and may not be used without writ-
ten permission. All other trademarks are the property of their respective
owners.
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About FiNEX Solutions

FiNEX Solutions is the developer of ChartNexus financial charting soft-
ware. Established since 2004 and based in Singapore, FiNEX Solutions has
been pushing the frontier of financial charting including the introduction of
on-demand add-on modules. The add-ons extend the capability of Chart-
Nexus to include historical data, backtesting, screening, pattern recognition
and more. Besides specializing in application development, FiNEX Solu-
tions provides a complete range of products and services including data ser-
vices, web-based charting solutions, consultancy on integration of financial
charting systems, education and training and other solutions.
For more information, please contact support@chartnexus.com.
Preface
Born in July 2004, ChartNexus was conceived much earlier before we
formed our company FiNEX Solutions. It was then in February 2005 that
we started distributing version 1.0 free-of-charge for personal use to every-
one.
Since then, ChartNexus has grown to include many functionalities and im-
proved usability. This is in part credited to the continuous contributions
by many of the early adopters who emailed us with their suggestions and
feedback. We thank you !
As we continue our sculpting of ChartNexus, we felt it was critical to ex-
plain to you about the features and functionalities so that you can get the
best out of ChartNexus.
In addition to this manual, we have setup some learning resources at our
website http://www.chartnexus.com/learning/.
If you discover any error in this document or any of the resources, kindly
drop us a mail about it support@chartnexus.com, it will certainly benefit
others.
We hope that you find all these services and resources useful in helping you
to become a better chartist, trader or investor.
If you have any ideas, comments or feedback on how we can improve our
products and services, we love to hear from you ! Talk to us at support@
chartnexus.com.
Happy Charting !
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Always Our Best,

ChartNexus Team
Table of Contents
1 About ChartNexus 3
1.1 What Is ChartNexus ? . . . . . . . . . . . . . . . . . . . . 4
1.2 Why Use ChartNexus ? . . . . . . . . . . . . . . . . . . . 5
1.3 Develop Your Winning Strategy . . . . . . . . . . . . . . 9
2 Getting Started 12
2.1 System Requirements . . . . . . . . . . . . . . . . . . . . 12
2.2 Sign Up Free Account . . . . . . . . . . . . . . . . . . . 12
2.3 Installing ChartNexus . . . . . . . . . . . . . . . . . . . . 14
2.4 Setting Data Folder . . . . . . . . . . . . . . . . . . . . . 16
2.5 Starting ChartNexus . . . . . . . . . . . . . . . . . . . . . 18
2.6 Upgrading ChartNexus . . . . . . . . . . . . . . . . . . . 19
2.7 Uninstall ChartNexus from Cache . . . . . . . . . . . . . 19
2.8 Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . 22
3 Introduction 24
3.1 Splash Window . . . . . . . . . . . . . . . . . . . . . . . 24
3.2 Working Windows . . . . . . . . . . . . . . . . . . . . . 26
v
TABLE OF CONTENTS vi
3.3 Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.4 Tool Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
3.5 Drawing Tools . . . . . . . . . . . . . . . . . . . . . . . . 29
3.6 Listings & Watchlists . . . . . . . . . . . . . . . . . . . . 29
3.7 Chart Area . . . . . . . . . . . . . . . . . . . . . . . . . . 29
3.8 News Bar . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4 Managing Windows 31
4.1 Open Or Close Window . . . . . . . . . . . . . . . . . . . 31
4.2 Adjust Window Size . . . . . . . . . . . . . . . . . . . . 32
4.3 Full-size Window . . . . . . . . . . . . . . . . . . . . . . 32
4.4 Move Window . . . . . . . . . . . . . . . . . . . . . . . . 33
4.5 Minimize Window . . . . . . . . . . . . . . . . . . . . . 34
4.6 Show/Hide Window . . . . . . . . . . . . . . . . . . . . . 34
4.7 Always-on-top Window . . . . . . . . . . . . . . . . . . . 35
4.8 Arrange Windows . . . . . . . . . . . . . . . . . . . . . . 36
5 Working With Data 37

5.1 Information On Data . . . . . . . . . . . . . . . . . . . . 37
5.1.1 Market data available . . . . . . . . . . . . . . . . 37
5.1.2 Data adjustments . . . . . . . . . . . . . . . . . . 38
5.1.3 Data adjustment events . . . . . . . . . . . . . . . 40
5.1.4 Data Adjustment Settings(On/Off) . . . . . . . . . 41
5.2 Login To Data Server . . . . . . . . . . . . . . . . . . . . 43
5.3 Downloading or Updating Data . . . . . . . . . . . . . . . 44
TABLE OF CONTENTS vii
5.4 Forcing Data Download . . . . . . . . . . . . . . . . . . . 45

5.5 Using From Office Or Behind Firewall . . . . . . . . . . . 46
5.6 (Re-)Installing Data . . . . . . . . . . . . . . . . . . . . . 47
5.7 Fixing Data . . . . . . . . . . . . . . . . . . . . . . . . . 49
5.8 Changing Data Downloading Settings . . . . . . . . . . . 50
6 Working With Charts 52

6.1 Opening and Closing Stock Chart . . . . . . . . . . . . . 54
6.1.1 Open chart . . . . . . . . . . . . . . . . . . . . . 54
6.1.2 Close chart . . . . . . . . . . . . . . . . . . . . . 55
6.2 Tiling Chart Windows . . . . . . . . . . . . . . . . . . . . 55
6.3 Price and Volume . . . . . . . . . . . . . . . . . . . . . . 56
6.4 Viewing in Different Time Frame . . . . . . . . . . . . . . 57
6.5 Viewing in Different Chart Types . . . . . . . . . . . . . . 58
6.6 Adding Comments and Drawing onto Charts . . . . . . . . 59
6.7 Fibonacci Tools . . . . . . . . . . . . . . . . . . . . . . . 60
6.8 Drawing Shapes . . . . . . . . . . . . . . . . . . . . . . . 61
6.9 Repositioning Chart Item . . . . . . . . . . . . . . . . . . 62
6.10 Removing Chart Item . . . . . . . . . . . . . . . . . . . . 63
6.11 Redoing and Undoing . . . . . . . . . . . . . . . . . . . . 64
6.12 Zooming Chart . . . . . . . . . . . . . . . . . . . . . . . 64
6.13 Scrolling Chart . . . . . . . . . . . . . . . . . . . . . . . 65
6.14 Navigating Chart . . . . . . . . . . . . . . . . . . . . . . 66
6.14.1 Navigate forward or backward . . . . . . . . . . . 66
6.14.2 Use scroll to navigate . . . . . . . . . . . . . . . . 66
TABLE OF CONTENTS viii
6.14.3 Enlarge or shrink viewing period . . . . . . . . . . 67

6.15 Resizing Chart . . . . . . . . . . . . . . . . . . . . . . . 67
6.16 Changing Color Settings . . . . . . . . . . . . . . . . . . 68
6.16.1 Changing indicators colors . . . . . . . . . . . . . 68
6.16.2 Change item color . . . . . . . . . . . . . . . . . 71
6.16.3 Change chart color . . . . . . . . . . . . . . . . . 73
6.17 Capturing and Printing Chart . . . . . . . . . . . . . . . . 77
6.18 Performance Chart . . . . . . . . . . . . . . . . . . . . . 79
7 Technical Indicators 82
7.1 Applying Indicators with Indicator Templates . . . . . . . 83
7.2 Changing Indicator Parameter Setting . . . . . . . . . . . 85
7.3 Removing A Customized Indicator . . . . . . . . . . . . . 86
7.4 Changing Colors Indicators . . . . . . . . . . . . . . . . . 87
8 Supplemental Tools 88
8.1 Search Tool . . . . . . . . . . . . . . . . . . . . . . . . . 88
8.2 Watch List . . . . . . . . . . . . . . . . . . . . . . . . . . 89
8.2.1 Creating new watch list . . . . . . . . . . . . . . . 90
8.2.2 Removing watch list . . . . . . . . . . . . . . . . 90
8.2.3 Adding stocks to watch list . . . . . . . . . . . . . 91
8.2.4 Removing stocks from watch list . . . . . . . . . . 92
8.3 Brokerage Fee Profile . . . . . . . . . . . . . . . . . . . . 92
8.4 Spread Calculator . . . . . . . . . . . . . . . . . . . . . . 94
8.4.1 Editing brokerage fee . . . . . . . . . . . . . . . . 95
TABLE OF CONTENTS ix
8.4.2 Selling a stock . . . . . . . . . . . . . . . . . . . 96

8.4.3 Buying a stock . . . . . . . . . . . . . . . . . . . 96
8.5 Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
8.5.1 Adding, editing & removing notes . . . . . . . . . 97
8.5.2 Retrieving notes all-at-once . . . . . . . . . . . . 98
8.6 Managing Portfolio . . . . . . . . . . . . . . . . . . . . . 99
8.6.1 Managing portfolios . . . . . . . . . . . . . . . . 99
8.6.2 Managing holdings . . . . . . . . . . . . . . . . . 100
8.6.3 Managing transactions . . . . . . . . . . . . . . . 100
8.7 Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . 101
8.7.1 Opening workspace file . . . . . . . . . . . . . . . 102
8.7.2 Saving as workspace file . . . . . . . . . . . . . . 102
8.7.3 Renaming a workspace file . . . . . . . . . . . . . 103
8.7.4 Removing selected workspace file . . . . . . . . . 103
8.7.5 Searching or filtering workspace file . . . . . . . . 103
8.8 Custom Indices . . . . . . . . . . . . . . . . . . . . . . . 103
8.9 Reporting Error . . . . . . . . . . . . . . . . . . . . . . . 105
8.10 ChartNexus News & Announcements . . . . . . . . . . . 107
9 Add-ons 108
9.1 What Are Add-ons ? . . . . . . . . . . . . . . . . . . . . 108
9.2 Benefits of Using Add-ons . . . . . . . . . . . . . . . . . 108
9.3 Add-ons Available . . . . . . . . . . . . . . . . . . . . . 109
9.4 How To Subscribe ? . . . . . . . . . . . . . . . . . . . . . 110
TABLE OF CONTENTS x
10 Frequently Asked Questions (FAQs) 111

10.1 For Newcomer . . . . . . . . . . . . . . . . . . . . . . . 111
10.2 Login And Password . . . . . . . . . . . . . . . . . . . . 112
10.3 Setup Or Installation . . . . . . . . . . . . . . . . . . . . 113
10.4 Connecting To Server . . . . . . . . . . . . . . . . . . . 114
10.5 Data Issue (download/update/adjustment) . . . . . . . . . 115
10.6 Reporting Error . . . . . . . . . . . . . . . . . . . . . . . 116
11 Keyboard Shortcuts 119
12 Glossary 121
13 Graphical User Interface (GUI) Glossary 145

Release Notes
ChartNexus Version 3.0.6 contains the following changes:
• New: More market data added from other countries, e.g. China, Philip-
pines, Thailand, Vietnam and Taiwan.
• New: Price adjustments can now be turned on/off.
• New: Added Risk-Reward Ratio calculator.
• New: Support 3 selections of languages, i.e. English, Simplified Chi-
nese and Traditional Chinese.
• New: ChartNexus V3 is launched with JNLP, supporting direct execu-
tion of ChartNexus program from other OS, e.g. Mac OS X, Linux,
etc.
• New: [XPertTrader] Added ”Ichimoku crossing rule”, ”Position of
Price and Lagging Span”.
• Update: Change of bid size for KLSE (Bursa) market.
• Enhancement: Change default working folder as ”ChartNexus” rather
than ”.ChartNexus” for higher compatibility in some operating sys-
tems.
• Improvement: Better storage method for user files (e.g. portfolio,
watchlist, indicator templates), making backup and restore simpler as
well as less prone to corruption.
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TABLE OF CONTENTS 2
• Improvement: [XPertTrader] Candlestick library will now load faster

and more robust.
• Fix: Corrected chart display for users in other timezone, e.g. GMT-8
(US) or any other regions.
• Fix: User login process was wrongly reporting about firewall being
turned on.
Happy Charting !
Always Our Best,

ChartNexus Team
Chapter 1
About ChartNexus
“A picture speaks a thousand words”, a well-known adage that speaks the
virtue of picture and the wealth of information that it contains and conveys.
In the interesting world of equity market where the law of supply and de-
mand dictates the direction of an equity instrument (e.g. stock) and the
market where the buyer and seller often wrestle with each other on the
price of the equity. And then there are cases when both parties decide to
stay on the sideline due to lack of interest or fresh leads.
In any case, when we plot the chart based on the opening and closing price
and the volume transacted, it became clear that we can visualize and ob-
serve the action going on, of course as to what is really going on, that is
still open for interpretation.
This has lead to the adoption of Technical Analysis (TA) which includes
charting, various forms of simple and highly sophisticated technical indi-
cators, Japanese candlesticks among investors and traders, fund managers
around the world in their short-term, mid-term or long-term investment
decision-making. They use TA to better understand market behavior (or
rather the collective human behavior) to uncover opportunity or shun po-
tential losses.
Another reason why TA has been gaining popularity, is because we human
are emotional creatures and can be easily affected emotionally. Emotions
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1.1. What Is ChartNexus ? 4
such as fear or greed often make us susceptible to irrational exuberance or

even excessive gloom. By employing TA and having them implemented in
computer programs, we can automate and eliminate the emotion out of the
decision making.
Quoting from the famous John Murphy (Philosophy of Technical Analysis),
TA is based on the following three premises:
• Market actions discount everything.
• Prices move in trends.
• History repeats itself.
Hence, we believe that equipping you with the prowess of technical analysis
at your fingertips, you can chart your way to success!
1.1 What Is ChartNexus ?

ChartNexus is a stand-alone, financial charting software used for analysing
the behaviour of the stock market. It allows you to chart the trend of stocks
based on stock price action. Using Technical Analysis as the underlying ba-
sis for the charting tool, you can then make better prediction of the targeted
price for buying or selling stocks.
Designed for investors, traders who want to use functionalities with ease,
ChartNexus provides you with a set of indicators and annotation features.
With its user-friendly graphical user interface and easy navigation, you can
chart stocks that you’re interested in different chart types, set up your own
parameters for the indicators instead of using the default settings and many
other features.
1.2. Why Use ChartNexus ? 5
Figure 1.1: ChartNexus charting window.
1.2 Why Use ChartNexus ?

These are just some we could think of, you probably can come up with
more once you started using it:
• User-friendly
We are crazy about usability and aesthetics. If a feature is too hard to
use, we will change it, re-code it, re-layout, whatever it takes to make
it work. Having a practical, intuitive and easy-to-use tool is all that
matter.
• Power to customize
ChartNexus comes with a set of customizable and commonly used
technical indicators (i.e. MACD, Stochastic), trend-lines drawing ca-
pabilities (i.e. arrow lines, Fibonacci lines). You can customize the
parameters for all the indicators included.
• Drawing toolbox
Drawing toolbox provides you with a set of tools for annotating, draw-
ing lines, shapes and adding text on to the displayed chart.
Figure 1.2: Drawing toolbox for you to annotate and draw lines or shapes
on your chart.
• Data automatically downloaded

Daily EOD is automatically downloaded to your computer when you
connect to our server. You don’t even need to bother about getting the
data, formating and then organizing it.
• Online or offline mode

With ChartNexus, you can use it in online or offline mode. In fact,
except for the case when you need to get the latest data or updates,
there is almost no need for you to stay online. You don’t have to worry
about server not available anymore. With ChartNexus installed on your
computer, you can chart anytime, anywhere as you please.
• Latest updates and fixes automatically detected

To ensure that you are always using the latest version and with all the
bugs fixed, ChartNexus will automatically check for updates when you
connect to server and prompt you to install when there is updates or
fixes available. Upgrading have never been so easy.
• Customise and share your work

Using the (Capture Chart) option, you can export your charts in any
sizes that you want and share your analysis work with your friends,
family members or fellow investors on the web. You can change the
color scheme of the chart too (background, title, borders etc.) !
• Save your work

With ChartNexus, you can save your analysis on charts (Workspace)
and create your own investment notes (Notes) in ChartNexus for future
references.
Figure 1.3: Workspace panel to allow saving of chart state.
• Watchlist and portfolio management

You can create your own watchlists to keep track of the stocks that you
are monitoring. You can also create the brokerage fee profiles. With
our portfolio manager, you can manage your portfolio.
Figure 1.4: Portfolio management.
• Developers are users

Why is this important ? Well, this makes us think and develop Chart-
Nexus to ensure it’s usable. If you face problems or inconvenience, we
will encounter the same too so you can assured that we will resolve or
improve it.
• Save time and money

Time is priceless. No money can ever reverse back your time lost.
Choosing the right software that works for you is important ! We are
dedicated to make ChartNexus the right software just for you.
1.3. Develop Your Winning Strategy 9
• We are always listening

We love sharing and we want you to share with us too. In fact, we are
always keen to get your feedback and criticism. We will incorporate
your feedback after our rounds of deliberation. This is how we ensure
ChartNexus gets better !
1.3 Develop Your Winning Strategy

Whether you are fairly new or already seasoned to Technical Analysis, the
best way to improve your skill is to put all the theories you learned into
practice.
So, how do you go about in developing your winning formula in the stock
market? In ChartNexus, besides the base system that we provide with the
essential tools, we also offer a collection of advanced, value-added tools
on monthly subscription basis which we called Add-ons. These Add-ons
include ChartNexus XPertTrader, historical data and with more coming.
In ChartNexus XPertTrader, there are Rules Composer, Stock Screener and
Backtester which allow you to screen and test by candlesticks patterns,
technical indicators or general rules.
First, you can compose your own rules from a set of technical indicators
or candlesticks patterns using Rules Composer. Then put your composed
rules to test by using the Backtester to run your buy/sell strategies over the
historical market. You will then be able to determine the results of your
trading rules and refine them until you obtain satisfactory results. With the
tested rule, you can then apply it to Stock Screener to screen for potential
stocks.
Figure 1.5: ChartNexus XPertTrader - create rules, backtest and screen .
We organize regular walk-in-workshop or seminars to explain and demo

ChartNexus and its features especially on ChartNexus XPertTrader. If you
are unsure of how to apply the technical indicators or any rules effectively,
you are welcome to attend any of the workshops and seminars to horn your
skills. We believe that with a little help from us, you will be able to develop
your own winning strategies, take charge of your financial future and not
depending solely on others’ predictions or hearsay.
For more information on Add-ons, please visit

http://www.chartnexus.com/products/addons.php.
For more information on Events & Workshops, please visit
http://www.chartnexus.com/events.
Chapter 2
Getting Started
In this chapter, we will guide you on how to quickly set up ChartNexus. We
tried our best to simplify and the installation as easy as possible. However,
should you have any further questions or any problems during the installa-
tion process, check out the various resources listed under Section 2.8.
2.1 System Requirements

To get ChartNexus up and running as quickly and easy as possible, ensure
that your computer system meets the following requirements:
2.2 Sign Up Free Account

Once you have checked that your computer system fulfilled the system re-
quirements listed in Table 2.1, download and install ChartNexus following
these steps:
1. Sign up for an account

Sign up for a free account at http://www.chartnexus.com which
12
2.2. Sign Up Free Account 13
Java Runtime JRE or JDK 1.5 or higher version. If

Environment you are not sure whether your computer
(JRE) / Java has this, simply download our bundled
Development installation kit from our web site.
Kit (JDK)
Speed of Pentium 1GHz or equivalent upwards

Processor
Memory At least 512 megabytes (MB) RAM

(RAM)
Display Super VGA (1024 x 800) or higher

Resolution
Hard Disk At least 500MB

Space
Peripherals Mouse and keyboard
Internet Used for downloading stock data. The

Connectivity connection can be broadband/dial-up
Table 2.1: System requirements.
will be used for downloading the daily end-of-day (EOD) stock data
to your computer. With this free account, you will able to enjoy many
features from ChartNexus, e.g. managing your own portfolio, indicator
templates and saving charts.
2. Activate your account

After signing up, an email containing the activation link will be sent to
your email account that you have registered with us. Click on the link
to activate your account. You may want to check inside your junk mail
2.3. Installing ChartNexus 14
folder in case you didn’t receive the mail.
3. Installing ChartNexus
Go to the our web site http://www.chartnexus.com/products/
download.php, and launch ChartNexus setup to install the software
program at your machine. See more in following section.
2.3 Installing ChartNexus

Go to the ChartNexus web site at http://www.chartnexus.com/products/
download.php, and you should see our download page as shown in Fig-
ure 2.1. Click on the download setup button to launch the installer.
Figure 2.1: The Download Page of ChartNexus.
At the beginning, you will be presented with an installer dialog window

starting with a language selection (Figure 2.2). Select your preferred lan-
guage and press ’Continue’.
2.3. Installing ChartNexus 15
Figure 2.2: Language Selection Dialog at the Beginning of Installation.
Next, you will be prompted a software update window. For the first launch,
you must select ’Upgrade Now’ to allow installer to download the Chart-
Nexus software program.
2.4. Setting Data Folder 16
Figure 2.3: Autoupdater will automatically check for the latest updates or
fixes and prompt you to install.
2.4 Setting Data Folder

In the next screen of installation, you will be prompted with the data folder
selection dialog box (as seen in Figure 2.4).
2.4. Setting Data Folder 17
Figure 2.4: Data Folder Setup.
If you are a new user, you are recommend to keep it as default or any other
folder you want to store data files. Please ensure that this folder is writable.
For existing users of ChartNexus from Version 2.4, you are recommended
to change this data folder to your existing 2.4 data folder, so that you can
reuse your files and data from 2.4 again.
After the installation, you may still call the data folder selection box out.
Simply go to menu Help / Change Data Folder (Figure 2.5), you will be
promted the box again.
2.5. Starting ChartNexus 18
Figure 2.5: Data Folder Setup from Menu
2.5 Starting ChartNexus

After you have selected (or use the default) data folder, login with the free
account that you have registered on our website.
Once you start ChartNexus, you will be presented with the User Login
Window (see Figure 2.6). Refer to the Chapter : Working With Data under
the section Login to Data Server 5.2 for the steps to update your data to the
latest date.
2.6. Upgrading ChartNexus 19
Figure 2.6: User login window.
2.6 Upgrading ChartNexus

Upgrading ChartNexus is a breeze. Upon each launch of ChartNexus, it
will check for any latest updates including latest version, bug fixes and
prompt you to install (Figure 2.3). Your previous settings (including watch-
lists, portfolios etc.) will be retained.
NOTE: You do not need to register another new account. Please use back
your same account to login once you have upgraded.
2.7 Uninstall ChartNexus from Cache

Since Version 3.0, CharNexus is installed and launched using a Java tech-
nology called Java Web Start (JWS).
To clean existing ChartNexus installation from JWS, you need Java Control
Panel which is accessible from Control Panel in Microsoft Windows (see
2.7. Uninstall ChartNexus from Cache 20
Figure 2.7) or Spotlight in Mac (see Figure 2.8).
Figure 2.7: Control Panel with Java Icon in Windows
Figure 2.8: Launch Java Preferences with Spotlight in Mac
Once you are in Java Control Panel (see Figure 2.9), click on the ’View’
2.7. Uninstall ChartNexus from Cache 21
button under ’Temporary Internet Files’. You will be brought to Java Cache
Viewer (see Figure 2.10).
Figure 2.9: Java Control Panel View

2.8. Getting Help 22
Figure 2.10: Java Cache Viewer Panel
Then, select ChartNexus entry from the cache list and click on the ’Re-
move’ or ’Delete’ button to remove the cache.
2.8 Getting Help

We are always standing by to help you with any problems that you en-
counter while using ChartNexus.
1. Online Documentation & Video Clips:

http://www.chartnexus.com/learning contains many learning re-
sources including articles, video clips, newsletters etc. We highly rec-
ommend !
2. Frequently Asked Questions (FAQ):

http://www.chartnexus.com/support contains questions and an-
swers that are commonly asked by our users.
3. Forum:
You are invited to post your questions and comments on our forum at
2.8. Getting Help 23
http://www.chartnexus.com/forum where we share with our com-

munity of ChartNexus users.
4. Email:
If you are unable to find the answer to your problem, please use the
form at http://www.chartnexus.com/support/contactus.php#
cform. to contact us. Guaranteed within 24-hour reply !
5. Walk-in-workshop:
We organize regular walk-in-workshop to explain and demo Chart-
Nexus and its extra features. Be sure to check out our announcements.
6. Telephone, Fax and Address:
Singapore
Phone : (65)6491 1453 OR 6491 1454

Fax : (65)6534 9928
Business Hour : 9:00am to 6:00pm, GMT+8:00, Monday to Friday
Office Address :
15 Enggor Street,
#10-01,
Realty Centre,
Singapore 079716.
Malaysia
Phone : (60)3 2287 5968

Fax : (60)3 2287 5964
Business Hour : 9:00am to 6:00pm, GMT+8:00, Monday to Friday
Office Address :
Suite A-20-13A,
Level 20, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur, Malaysia.
Chapter 3
Introduction
In this chapter, we will introduce you to the various graphical user interface
(GUI) components and windows in ChartNexus so that you will know how
to access and navigate properly to maximise your usage of the features
provided.
3.1 Splash Window

When you first run ChartNexus after the setup, you will be presented with
a splash window as shown in Figure 3.1.
24
3.1. Splash Window 25
Figure 3.1: Splash Window. Will auto-hide itself once ChartNexus finished
loading the necessary components.
The following information is displayed on the Splash Window:
1. The version of ChartNexus that you are using.
2. Name of the company who develops ChartNexus i.e. FiNEX Solutions.
3. ChartNexus tagline.
This splash window can be accessed later by clicking on Help and then
About in the menu.
3.2. Working Windows 26
3.2 Working Windows

Figure 3.2 shows the main windows you will see after the splash window
(dis)appears.
Figure 3.2: Screenshot of the main working windows in ChartNexus

(NOTE: it will look slightly different in Windows Vista, Windows XP, Win-
dows 9x, Windows ME or Windows 2000).
3.3. Menu Bar 27
These are the panels or windows that you will see when you first launch
ChartNexus. They may or may not appear subsequently based on how you
have configured as ChartNexus will remember your preference.
1. Menu Bar - Access to functions in ChartNexus.
2. Tool Bar - Quick access to functions in ChartNexus. Partial listing

only as compared to what are found in Menu Bar.
3. Drawing tools - One click access to the drawing tools to annotate,

draw shapes or lines.
4. Listings & Watchlists - This will most likely be your starting point.
You can view the different markets, different categories and the corre-
sponding equity based on alphabetical order.
5. Chart area - When you double click on a name of an equity in Listings,

the chart of the equity will appear here.
6. Indicators - List of indicators (eg. RSI, MACD) available for your

usage.
7. News Bar - This panel display announcements or news from us includ-

ing latest or earlier ones.
3.3 Menu Bar

You can access the features in ChartNexus through mouse-clicking or by
using your keyboard.
The Menu Bar or simply menu shows categorized list of menu items avail-
able in ChartNexus. Each of the menu items contains a particular function.
To use a particular feature/function, use your mouse and left-click once on
the desired menu item as shown in Figure 3.3:
3.4. Tool Bar 28
Figure 3.3: Accessing the menu bar and menu items.
For example to close a chart, you can click on the Close menu item to close
the current selected chart. Alternatively, you can use keyboard combination
key or what is termed as accelerator key or shortcut key to conveniently and
quickly invoke certain function.
Example: pressing the control key (CTRL) and the key ’W’ on your key-
board will close the current/selected chart.
3.4 Tool Bar

Tool bar gives you one-click direct access to some of the more commonly
used functions.
You can click and hold on it to drag it out from its current position and
make it ’float’. To make it anchor back into it default/original location, just
click on the X button found at its top right corner.
3.5. Drawing Tools 29
3.5 Drawing Tools

The drawing tools toolbox lets you draw shapes, draw lines, add annotation
and more on to your chart.
Figure 3.4: Accessing the drawing tools toolbox.
3.6 Listings & Watchlists

This will usually be your first point of access.
From here, you can switch around to the different market data available to
you. You can also browse through the list of equity (stocks, warrants etc.)
arranged by alphabetical order; categories e.g. top movers, top % gainers,
top % losers etc.
Double click on any of the equity name and the corresponding chart will be
shown in the 3.7 Chart Area.
Besides these, the watchlist management tools are also located here. You
can track your favourite equity or you can have easy access to the equity
that you have just viewed.
3.7 Chart Area

This is where the equity (stocks, warrants etc.) will be shown once you
double click on any of the equity name found in the 3.6 Listings.
3.8. News Bar 30
3.8 News Bar

News bar displays announcements and news from us. This may include
events news, data news (in the event of any interruption), major announce-
ments or PR news and so on. New news item will appear in orange and
indicated with the word NEW.
Move your mouse over it and click on the link will bring you to our web
page for the full coverage (NOTE: you need an Internet connection for
this).
Chapter 4
Managing Windows
In this chapter, we will introduce you to the functions available for manag-
ing the windows in ChartNexus. We have introduced the ’sticky’ or mag-
netic window into ChartNexus to let you easily manage your window. The
windows will also auto-adjust their heights when you try to stack them at
the left corner. For managing your opened charts, please see the subsequent
chapter on Working With Charts.
4.1 Open Or Close Window

The control buttons to show or hide windows are located in the Menu Bar
or Tool Bar. Click on the menu item or tool bar button to show or hide the
window.
To close the window, you can also click on the ’X’ button located at the top
right corner of the window. Pressing the key ’Esc’ on your keyboard will
also close the opened window.
31
4.2. Adjust Window Size 32
4.2 Adjust Window Size

To adjust the size of the window, move your mouse cursor to the edge of
the window as highlighted in Figure 4.1.
Figure 4.1: Drag and hold the edge of the window to resize the window.
4.3 Full-size Window

To show ChartNexus in full screen, click on Window menu and then Full
Screen Mode. To restore the normal window size, click on the Window
menu again and then click Windowed Mode as shown in Figure 4.2.
4.4. Move Window 33
Figure 4.2: Click to enlarge the window to be full sized or normal size.
4.4 Move Window
Figure 4.3: Drag and hold the title bar to move the window around.
4.5. Minimize Window 34
4.5 Minimize Window
Figure 4.4: To minimize the window, click on the arrow button. Click once
more to undo.
4.6 Show/Hide Window

To show a closed window or hide an opened windows, please go to the
Menu Bar and click on the name of the window that you want. In Fig-
ure 4.5, the Listings, Indicators and Workspaces windows are shown.
4.7. Always-on-top Window 35
Figure 4.5: To show or hide a window, click on it to show/hide or click

once more to hide/show it.
4.7 Always-on-top Window
By clicking on the pushpin located at the top right corner of a few win-
dows e.g. Listings, Indicators, Workspaces etc., you can enable or dis-
able the window to stay always-on-top or otherwise by clicking on it
once or twice. See Figure 4.6.
4.8. Arrange Windows 36
Figure 4.6: Clicking on the pushpin to enable the window to stay always
on top or otherwise.
4.8 Arrange Windows

We have introduced a few buttons for you to easily arrange the opened chart
window(s) :
• 1 chart at a time
• 2 charts with one on top of another
• 2 charts side by side
• 4 charts
Also, to enable fast and easy management of windows, we introduced

’magnetic’ or ’sticky’ window, which will automatically glue the windows
together when you move them close to each other. Windows will also auto
arrange their size.
Chapter 5
Working With Data

Data is what makes it possible to plot chart. In this chapter, we will look
at what are the market data that comes with ChartNexus, how you can ob-
tain them, how you can (re)install the data if required and fixing them if
necessary.
5.1 Information On Data

We try to provide as much data as easily available to you.
Data is automatically downloaded and updated every trading day, saving
you the hassle to worry about updating and formatting your own data. On
top of that, we provide adjusted (see 5.1.2) end-of-day (EOD) and historical
data. ChartNexus uses proprietary data format.
5.1.1 Market data available

We currently provide EOD data and historical data only and do not support
real-time data.
ChartNexus comes free-of-charge (personal use) with EOD data :
37
5.1. Information On Data 38
1. 3 years BSE, NSE
2. 3 years HKSE
3. 3 years JSX
4. 3 years Bursa/KLSE (include both Mainboard and Mesdaq stocks and

warrants)
5. 3 years SGX (include both Mainboard and Sesdaq stocks and warrants
data)
6. 3 years AMEX, NASDAQ, NYSE and USINDEX
7. 3 years World Indices
NOTE: Data is usually updated at around 6:30pm (Singapore local time)

daily. We recommend that you update the data after 7pm or later. There
maybe times when delivery maybe late or delayed. We will make an-
nouncement on those occassion.
If you require historical data, you may want to consider subscribing to our
addons - 10-year Historical Data which is adjusted for splits for more in-
depth analysis.
5.1.2 Data adjustments

Many data sources, especially free ones usually do not come with data ad-
justment and may not give you the true idea of the price of the equity. Data
in ChartNexus is adjusted for splits.
WITHOUT data adjustment, when stock splits, the chart will appear as
shown in Figure 5.1:
Figure 5.1: Non-adjusted data with a huge gap distorting the chart.
WITH data adjustment, either/both previous price and volume data values
are adjusted to match the new valuation. This will allow the price and
volume information to maintain a consistent scale with new data.
When there’s an adjustment event, a bell icon will appear in the chart as
shown in Figure 5.2:
Figure 5.2: Adjusted data closes the gap and indicated with a bell icon.
Move your mouse over the bell to see the description of the event.
5.1.3 Data adjustment events

These are the events that we will adjust the data:
1. Name change of companies
2. Bonus Split - both volume and price are adjusted

3. Rights Issue - both volume and price are adjusted
4. New Par - both volume and price are adjusted
(a) consolidation
(b) capital reduction
(c) cash distribution
(d) share consolidation
(e) sub-division
NOTE: As the data is adjusted, hence don’t be alarmed if you find that
our data is significantly different from other data sources as they might not
adjusted.
5.1.4 Data Adjustment Settings(On/Off)

ChartNexus charts are by default adjusted for Bonus Issue, Right Issue,
etc. You can use Price Adjustment Setting Window to turn off (and turn
on) individual type of adjustments.
To bring up the Price Adjustment Setting Window, click on the Price Ad-
justment Setting button on our Menu Bar.
Yout will be presented with the Price Adjustment Setting Window (see Fig-
ure 5.3):
Figure 5.3: Price Adjustment Setting window.
1. Enable All - To enable all types of adjustments.
2. Disable All - To disable all types of adjustments.
3. Apply - To apply your change. The change in setting will not be ap-
plied to existing charts which are opened, but to the new charts to be
opened.
5.2. Login To Data Server 43
5.2 Login To Data Server

ChartNexus can operate in ONLINE or OFFLINE mode. You will only
need to connect to our server to our server when you need to update the
EOD data to get the latest closing price using your login account which is
provided free.
When you start ChartNexus for the first time, you will be presented with
this login window (see Figure 5.4). If you set the option to let ChartNexus
to remember your login information, this window will not appear subse-
quently and you will be auto-connected to our server.
To bring up the login window, click on the User Login button on our
Menu Bar.
You will be presented with the User Login Window (see Figure 5.4):
Figure 5.4: User login window.
1. Register - Click on this link to bring you to the account sign up page
to register a free account which will be used to connect to our server.
2. Login and Password - This is your login information. Type in your
5.3. Downloading or Updating Data 44
account information as what you have registered with us.
3. Remember Login - Click this if you want ChartNexus to remember

your login information. You will not be prompted subsequently. If you
do not want to let ChartNexus remember it, click on it again to deselect.
4. Network - You may need to configure proxy settings if you are us-
ing behind a proxy server or firewall for instance if you are using in
corporate network.
5. Forgot Password - Click this to bring you to the web form to retrieve
your password (which will be sent to you email account).
5.3 Downloading or Updating Data

Once you have keyed in your login information and connected to our data
server, the data downloading process begins. A dialog box will be displayed
to inform you on the progress (see Figure 5.5).
5.4. Forcing Data Download 45
Figure 5.5: Dialog box showing the data download progress.
Once the download is completed, you can see the latest data updated shown
as shown in Figure 5.5 OR you can also locate the status information in the
Listings window just beside the name of the market data.
If you have opened any chart before the data update is completed, Chart-
Nexus will auto adjust it to the latest.
5.4 Forcing Data Download

You can also force data download (though not required) by clicking on
the Download Latest Data From Server button on the menubar. Con-
versely, you can stop downloading the data by clicking on the same button
Stop/Pause Download as shown in Figure 5.6.
5.5. Using From Office Or Behind Firewall 46
Figure 5.6: Connect to server button. Click it to start or to stop data from
downloading.
5.5 Using From Office Or Behind Firewall

If you are using from office or behind a private network with firewall in
place, you MAY need to perform some simple configurations.
Click on the Network button (see Figure 5.7) if you want to set your con-
nection setting. This will allow you to key in your own proxy server address
and port number.
5.6. (Re-)Installing Data 47
Figure 5.7: Network connection configurations when you encounter con-

nection problem especially behind proxy server or firewall.
5.6 (Re-)Installing Data

When you first install ChartNexus, we have only included in the setup pack-
age some of the market data that we mentioned earlier in this chapter’s in-
troduction. You will need to install them. Later on, sometimes you may
5.6. (Re-)Installing Data 48
want to re-install the market data and this process describes for both in-
stalling and re-installing market data.
When you first started ChartNexus, you will be presented with the market
data installer as shown in Figure 5.8.
Figure 5.8: Installer or re-installer for the various market data.
NOTE: Depending on whether you have any subscription with us, the year/duration
of the market data may vary. For free user, we only provide you with 1 year
data. For subscribers, we provide 10 years of market data.
If you do not see the above Market Data Installer, you can activate it by
going through the process as describe in Section 5.7.
5.7. Fixing Data 49
Once you see the Market Data Installer (refer to Figure 5.8),
1. Select the market that you want (re)install by clicking on the button.
2. Click on Install Market Data button.
5.7 Fixing Data

Sometimes due to problem with the connection or some issue with down-
loading or possibly problem at our server end, the data may be corrupted or
missing, and causing problem when displaying your selected chart. To fix
this,
1. In the Menubar, click on Help.
2. Next, click on Fix Corrupted/Missing Data.
3. A window will appear as shown in Figure 5.9.
4. Select All stocks and Reinstall market data (assuming if you want to
(re)download the entire market data. Otherwise you can just select a
particular stock before proceeding further.
5. Click on the Go button.

5.8. Changing Data Downloading Settings 50
Figure 5.9: Fixing corrupted or incomplete data for an equity.
NOTE: If using this step does not resolve your problem, please drop us a
mail.
5.8 Changing Data Downloading Settings

Data is automatically downloaded a few seconds after you start Chart-
Nexus. You can change the download setting, refer to Figure 5.10.
5.8. Changing Data Downloading Settings 51
Figure 5.10: Data downloading settings. Use this to set the order of data
download and whether to download the particular market data.
Chapter 6
Working With Charts

Now that you are familiar with the features and functions of ChartNexus,
we will look at the tools and functions that are available to you for your
charting work in this chapter.
52
53
Figure 6.1: Charting area.
1. Market & Equity Name - Name of the equity (stock, warrant etc.)
and to which market it belongs.
2. Overview - Displays the OHLC (Open, High, Low, Close prices), vol-
ume and the change in % from previous session close.
3. Indicators Selected - Shows the indicators used in the chart and the
shorthand description of the indicators’ settings.
4. Indicator Panel - Indicator panel showing the indicator selected.
5. Market & Equity Name - Name of the equity (stock, warrant etc.)
and to which market it belongs.
6.1. Opening and Closing Stock Chart 54
6. Chart Settings - Contains the settings for the chart : daily, weekly
data; bar, line or candlestick display; color settings; save chart as workspace.
6.1 Opening and Closing Stock Chart
6.1.1 Open chart

To open or show a chart (see Figure 6.2), double click on any name of the
equity (stocks, warrants etc.) found in the Listings .
Figure 6.2: Double click to open a chart.
Alternatively, right click on the name of the equity and a pop up menu will
be shown, see Figure 6.3 (a), click on Open chart.
6.2. Tiling Chart Windows 55
Figure 6.3: Right click on an equity and a pop up will be shown. If an

equity opened for the first time, then you will be presented with menu (a)
otherwise if the equity chart is already opened, you will see (b) menu in-
stead.
To open another instance of the same equity, for example you may want
to compare for the same equity using different indicators, trendlines etc.
in two separate windows, right click on the equity and then click on Open
New Instance, see Figure 6.3 (b).
6.1.2 Close chart

To close a chart, click on the X button located at the top right corner of the
chart window.
6.2 Tiling Chart Windows

In a multi-window environment, you can view 1 chart or multiple charts
simultaneously, often to perform comparison. You can set to arrange your
charts:
• 1 chart at a time
• 2 charts with one on top of another

6.3. Price and Volume 56
• 2 charts side by side
• 4 charts
6.3 Price and Volume

• OHLC (open, high low, close), volume and changes from previous
closing price of the equity in view
• Price axis
• Volume axis
• Red volume bar is displayed if current price closes lower or equal to

previous day’s closing price otherwise green bar is displayed
Figure 6.4: Viewing and interpreting price and volume of equity.
You can view the price in linear or logarithmic scale. Click to select whichever
you prefer to use. Default is set to linear price scale. Refer to Figure 6.5.
6.4. Viewing in Different Time Frame 57
Figure 6.5: Viewing price in linear or logarithmic scale.
6.4 Viewing in Different Time Frame

You can change the period or time frame of the chart to either of these
• daily
• weekly
• monthly
by clicking on the button located at the bottom left corner of the chart win-
dow.
6.5. Viewing in Different Chart Types 58
Figure 6.6: Display charts in different views : daily, weekly and monthly.
6.5 Viewing in Different Chart Types

You can view all the stock charts in three different forms, namely Candle-
stick chart, Bar chart and Line chart. The buttons are located at the bottom
left corner of the chart window.
a) Candlestick Chart (selected by default)
Figure 6.7: Candlestick chart.

6.6. Adding Comments and Drawing onto Charts 59
b) Bar or OHLC Chart
Figure 6.8: Bar or OHLC (Open, High, Low, Close) chart.
c) Line Chart
Figure 6.9: Line chart.
NOTE: ChartNexus will automatically remember the chart type that you
have selected and loads it the next time when you start.
6.6 Adding Comments and Drawing onto Charts

Sometimes, we just want to add our own comments to the charts. At other
time, we want to draw lines, trendlines or even add arrows to the chart.
6.7. Fibonacci Tools 60
You can find a myriad of drawing and commenting tools available in the
Drawing Tools box usually located just above the chart window (see Fig-
ure 6.10).
Figure 6.10: Adding comments and drawing shapes.
6.7 Fibonacci Tools

No charting tool would be complete without the Fibonacci arcs , fan ,
time and retracements .
6.8. Drawing Shapes 61
Figure 6.11: Chart with fibonacci tools.
6.8 Drawing Shapes

You can add rectangles, squares, oval, circle to your charts by using the
buttons and respectively. You can tweak the background color of the
oval shape by adjusting the brightness level, refer to Figure 6.25
6.9. Repositioning Chart Item 62
Figure 6.12: Adding shapes to your charts.
6.9 Repositioning Chart Item

In the previous sections, we have shown how you could add lines, rectangle
boxes, comments, Fibonacci fan, time etc. What if you have added at a
wrong position and you want to move it or position it differently?
As shown in Figure 6.13, move the mouse pointer over to the edge of chart
item that you wish to reposition. The mouse pointer will change into a cross
pointer, left-click your mouse and drag the chart item to desired position.
The same can be done to move percentages shown in Fibonacci Tools chart
items.
6.10. Removing Chart Item 63
Figure 6.13: Repositioning chart item.
6.10 Removing Chart Item

To clear or remove an added chart item, move the mouse pointer over to the
chart item, left-click on the item and press the Delete on keyboard.
Alternatively, you can use the Eraser functions. Click on the Eraser tool
and then click on the chart item to be erased. You can also use the Erase
All tool to remove all manually added chart items.
Figure 6.14: Eraser buttons.

6.11. Redoing and Undoing 64
6.11 Redoing and Undoing
Clicking on the Redo button and Undo button to repeat or undo the
action that you have carried out.
6.12 Zooming Chart

To zoom in (enlarge details) or zoom out (lessen details), use the zoom
button to control the level of details.
i) Zoom In Drag and hold a region of the chart to zoom in to increase the
details (see Figure 6.15 OR to use shortcut key, press the ’+’ key.
Figure 6.15: Selecting a period to zoom in.
ii) Zoom out Right click on the chart to decrease the details OR to use
shortcut key, press the ’-’ key.
6.13. Scrolling Chart 65
For more shortcuts, please see Appendix 11.

Alternatively,
you can use the zoom in/out button found at the scroller.
Figure 6.16: Zoom in and out buttons added to make it easy to zoom.
6.13 Scrolling Chart

To control the scrolling of the indicators panel and chart size in the chart
panel, you can use the vertical scrollbar to do that. Toggling it will turned
off/on the option, see Figure 6.17
Figure 6.17: Toggling the scrollbar to turn on scrollbar or otherwise (chart

size and indicator size will be automatically adjusted).
6.14. Navigating Chart 66
6.14 Navigating Chart

Charts are plotted over a period of time. In ChartNexus, you can conve-
niently navigate forward, backward, change viewing period etc. by using
the navigation bar located at the bottom right corner in each chart window.
6.14.1 Navigate forward or backward

To move forward or backward in time, click on (1) or (2) respectively , see
Figure 6.18.
Figure 6.18: Navigation bar to let you scroll the chart forward or backward
AND zoom in/out AND view in a particular period.
6.14.2 Use scroll to navigate

You can achieve the moving forward and backward much more convenient
by moving your mouse cursor over region A (see Figure 6.18) until the
cursor changes to a palm cursor then click and hold it to drag forward
or backward.
Alternatively, you can also use keyboard shortcut keys to activate the same
functions. However, you will need to click once on the chart area so that the
shortcutkeys can be registered. For more shortcuts, please see Appendix 11.
6.15. Resizing Chart 67
Figure 6.19: Shortcut keys available for chart navigation.
6.14.3 Enlarge or shrink viewing period

To enlarge or shrink the period in view, move your mouse cursor over to
(3) or (4) (see Figure 6.18) and then click and drag to change the period in
view.
6.15 Resizing Chart

To adjust the size of the chart, move your cursor/pointer over to the edge of
the chart window until the cursor change to the diagonal arrow as shown in
the Figure 6.20 (colored in red).
6.16. Changing Color Settings 68
Figure 6.20: Resizing chart manually.
6.16 Changing Color Settings

You can change the display color for all the manually added chart items or
you can change the color settings for the chart.
6.16.1 Changing indicators colors

First, click on ”Edit” button in the Indicators Window
Figure 6.21: ”Edit” button for change of indicator parameters & color
Next, click on the indicator name. For eg: MACD.

Figure 6.22: Selecting indicator in Indicators Parameters Settings Window
Then, click on the color settings box and change to the preferred color.
Figure 6.23: Changing color in Indicators Parameters Settings Window
6.16.2 Change item color

You can change the item color before or after you have inserted it. To
change the color of the item, click on the Color Setting button (see
Figure 6.24 located at the bottom left corner of each chart:
Figure 6.24: Color settings button.
A window will appear as shown in Figure 6.25. Click on the color that you
desire:
Figure 6.25: Choose color settings.
To set to the desired color for the charting item:

1. Choose the desired color as shown in Figure 6.25, click OK to start

using the color.
2. Insert any chart item and the item inserted will assume the new color
(see Figure 6.26).
Figure 6.26: Chart items with chosen color.
6.16.3 Change chart color

Often, we want to be able to personalize the chart that we generate. You
can change all the color settings for the chart in ChartNexus.
Again, click on the Color Setting button (see Figure 6.24) located at the
Minitoolbar.
Next, click on the Chart Colors tab. You will see the following (see Fig-
ure 6.27 and Figure 6.28):
Figure 6.27: Chart color settings panel.

Figure 6.28: More options for changing color settings.
1. Save your favorite color settings under a theme name.
2. Remove selected theme.
3. Import/Export your theme.
4. Drop-down list containing all your saved themes.
5. Click to access help documentation.
6. Click on the color palette to edit them.
7. Click on this option to enable auto configurations of all option listed

below it.
8. Select individually your desired color configuration or click on Auto

Adjust to let the system determines it automatically.
You can customize the various options available including chart title, labels,
background colors, border color, candlesticks color, grid color and so on.
See Figure 6.29 for the illustration on the various settings.
Figure 6.29: Chart colors settings.
We have also added the function for you to save the color scheme in various
color themes where you can manage them (create, remove and export) so
that you can adopt various color schemes.
6.17. Capturing and Printing Chart 77
6.17 Capturing and Printing Chart

You can save all your comments/annotation, lines etc. that you have drawn
on the chart and save them as image file (in PNG format) and share it with
your friends or family members over the Internet or other means.
6.17. Capturing and Printing Chart 78
Figure 6.30: Capture chart and save to computer.
NOTE: if you want to save the state of the chart within ChartNexus, then
you will need to use what we called Workspace, see the Workspace sec-
tion 8.7.
Referring to Figure 6.30,
6.18. Performance Chart 79
1. Click on the Capture Chart button located on the Menu Bar.
2. The Capture Chart window will pop-up.
3. Choose from the drop-down list the image size you wish to save. You
can also customize to the size that you wish to.
4. Click on Save To Computer button to specify where the chart should

be saved.
To print a chart, click on the Send Chart To Printer button at the Menu Bar
as shown in Figure 6.31. Of course beside printing directly, you can always
use the capture chart method (see section 6.17).
Figure 6.31: Send chart to printer for printing.
6.18 Performance Chart

Often, we may want to compare the index against particular stock(s) or
simply to compare a basket of stocks to gauge their relative performance.
You can achieve them with Performance Chart.
Figure 6.32: Performance chart for comparison between index against

stocks or stocks(s) among each other.
1. Click on the Performance Chart button located at the Menu Bar.

2. The Performance Chart window will appear.
3. Under Listings window, click on the equity to set the particular equity
as reference for comparison. To remove an equity from the Perfor-
mance Chart, move the mouse pointer onto the Equity Name and then
click on the close(x) button.
4. To set the Reference Line to indicate a particular point in time to begin
comparison, move the Reference Line by clicking on the line then drag
to a desired reference date.
5. When you click on the Performance Chart, these two buttons and
will appear at the bottom left corner of the chart. Click on the buttons
to reset the Reference Line to the left and to clear all the counters in
Performance Chart respectively.
Chapter 7
Technical Indicators
ChartNexus comes with some of the most commonly in use indicators. You
can easily access them in the Indicators list :
1. Accumulation/Distribution
2. Average Directional Index (ADX)
3. Average True Range (ATR)
4. Bollinger Band
5. Commodity Channel Index
6. Chaikin Money Flow (CMF)
7. Commodity Channel Index (CCI)
8. Guppy Multiple Moving Average (GMMA)
For details, please visit Daryl’s http://www.guppytraders.com/
9. Ichimoku Kinko Hyo
10. MA Envelope
11. Moving Average Convergence Divergence (MACD)
82
7.1. Applying Indicators with Indicator Templates 83
12. Money Flow Index (MFI)
13. Momentum
14. Moving Average (MA)
15. On Balance Volume (OBV)
16. Parabolic Stop And Reversal (Parabolic SAR)
17. Price And Volume Trend (PVT)
18. Rate Of Change (ROC)
19. Relative Strength Index (RSI)
20. Smoothed RSI
21. Stochastics
22. Volume MA
23. Williams %R
We have prepared tutorials on the various indicators with the theory and
also samples on how to apply the indicators. Please visit
http://www.chartnexus.com/learning
7.1 Applying Indicators with Indicator Templates

To access the Indicators:
1. Click on the button if the Indicators window is not shown.

7.1. Applying Indicators with Indicator Templates 84
2. Click on the desired indicator’s checkbox to show/add the indicator in

the chart window. To hide/remove the indicator(s), click again on the
checkbox.
Figure 7.1: Add or remove indicator to chart.
3. Upon first installation, ChartNexus will create 4 indicator templates by

default, namely ’- Last Workspace -’, ’- Last XPertTrader -’, ’- No In-
dicators -’, and ’- System Default -’(as seen in Figure 7.1). In System
Default, you may add/remove any indicator with the checkboxes, and
the selections will be automatically saved. To switch to a chart view
without indicators, simply switch the template to ’- No Indicators’ tem-
plate.
4. You may also create more indicator templates by using the Manage
Indicator Template button as shown in Figure 7.2. Click on this button
7.2. Changing Indicator Parameter Setting 85
and select New Template to create more template as you need.
Figure 7.2: Managing Indicators Template.
7.2 Changing Indicator Parameter Setting

To change the parameter setting of an indicator (refer to Figure 7.3):
1. Click on the indicator that you want to change.
2. Press the Edit button (see Figure 7.3).
3. The Indicators Parameters Settings window will appear.
4. Change the value for the parameter(s) available.
5. Click the OK button or the Apply button to apply the change OR click
on Save As button to save as another name for the indicator.
7.3. Removing A Customized Indicator 86
Figure 7.3: Changing indicator parameters setting.
7.3 Removing A Customized Indicator

For the default indicators that we have provided (see section r̃efchp:TechnicalIndicators),
you will not be able to remove them. If you move your mouse over any of
them, the Remove button will be disabled.
However, if you have created your own customized indicator, you will be
able to edit or remove it.
7.4. Changing Colors Indicators 87
To remove a customized indicator, click on the indicator that you have cre-
ated and click on the Remove button.
7.4 Changing Colors Indicators

You can change almost all the aspects of the color scheme in ChartNexus.
To change the colors of the indicators, please refer to Chapter 6.16
Chapter 8
Supplemental Tools
In the preceding Chapter 6 on Working With Charts we have looked at what
we can do with charting. Nonetheless, we may require various other tools
to supplement or enable our analysis work. In this chapter, we will look at
the myriad of tools provided including stock spread calculator, watchlist,
portfolio manager, notes and so on.
8.1 Search Tool

You can access all the equities by accessing through the Listings window.
However, to allow faster access with less click, we have provided a search
tool to allow you to search for an equity by code or by name.
To access this, in the Menu Bar, click on Tools and then Search Tool. A
dialog box will be shown, see Figure 8.1. Use your keyboard and type in
e.g. the letter H and the list of equities matching H will be shown (either
by name or stock code). Stock code that match will be indicated with the
phrase (stock code). Continue to type in more letters to narrow your search
and then press on the Enter key to bring up the chart.
88
8.2. Watch List 89
Figure 8.1: Search tool to allow quick search. You can search by name or
code. Pressing Ctrl and F keys will bring up the search tool too.
8.2 Watch List

For ease of navigation and monitoring, you can categorize the stocks into
different Watch list. Figure 8.2 shows how you can manage your watchlist
(create, remove, adding stocks and removing stocks to the watch list).
8.2. Watch List 90
Figure 8.2: Managing your watch lists.
8.2.1 Creating new watch list
a) Click on the Manage Watchlist button.
b) Click on the New Watchlist.
b) Enter the name for the new watch list to be created at the pop-up win-
dow.
8.2.2 Removing watch list

To remove a watch list,
a) Select from the drop-down list the watch list you want to remove.
b) Click on the Manage Watchlist button.

8.2. Watch List 91
c) Click on the Remove Watchlist to remove the selected watch list.
d) A confirmation window will appear. Click OK to confirm to remove

or click Cancel otherwise.
8.2.3 Adding stocks to watch list

To add stock into a particular watch list,
a) Right-click on a stock found in the Listings .
b) Click on Add to Current Watchlist to add to current watch list or click

on Add to Watchlist and select the watch list that you want to add to.
Figure 8.3: Adding stock into watch list.

8.3. Brokerage Fee Profile 92
8.2.4 Removing stocks from watch list

You can remove selected stocks or remove all the stocks at once from a
watch list. To remove,
a) Select the watch list containing the stock(s) that you wish to remove.
b) Right-click on the stock found in the watch list.
c) Click on Remove Stock to that stock or click on Remove All to remove

all the stocks in that watch list.
Figure 8.4: Removing stock from watch list.
8.3 Brokerage Fee Profile

Brokerage Fee Profile is simple tool to let you key in the various brokerage
fees and save them into different profiles. These profiles can then be used
in the Spread Calculator (see 8.4) or XPertTrader.
8.3. Brokerage Fee Profile 93
Figure 8.5: Brokerage fee tool to manage your various brokerage fees.
There are few ways to access the Brokerage Fee Profile, either through:
1. The Toolbar (see Figure 8.6)
2. Edit button found in the Spread Calculator (see Figure 8.6)

8.4. Spread Calculator 94
Figure 8.6: Access through the Edit button found in the Spread Calculator.
3. XPertTrader’s Backtester
Figure 8.7: Access through XPertTrader’s Backtester
8.4 Spread Calculator

Spread Calculator lets you easily and quickly calculate trading profits or
breakeven point.
It calculates the net profit of a particular buy and sell transaction based on
purchase price, sell price, step size, number of shares, and brokerage fee.
In the Toolbar, click on the Spread Calculator button and you will be
presented with the calculator (see Figure 8.8).
Figure 8.8: Spread Calculator.
8.4.1 Editing brokerage fee

Before using, you can you use the default brokerage fee or you can create
your own by clicking on the Edit button. The Brokerage Fee Profile win-
dow will pop up. Enter the desired values and save as a new profile or click
on the Delete button to delete a selected profile.
8.4.2 Selling a stock

If you have bought a stock and you want to calculate the possible selling
prices for it, click on the Sell radio button under Cost of Shares. Enter the
price that you bought the stock, the stock’s bid size and number of shares
purchased. Then click on Calculate button and you will see the calculation
on your right side (see Figure 8.9).
Figure 8.9: Spread Calculator - Selling a stock
8.4.3 Buying a stock

This otherwise known as shorting. If you have sold a stock and you want
to calculate the possible buying prices, then click on the Buy radiobutton
under Cost of Shares. Enter the price that you sold the stock, the stock’s
bid size and number of shares sold. Then click on Calculate button and you
will see the calculation on your right side (see Figure 8.10).
8.5. Notes 97
Figure 8.10: Spread Calculator - Buying a stock
8.5 Notes
8.5.1 Adding, editing & removing notes

Each stock has its own Notes panel (see Figure 8.11) which you can write
your thoughts or ideas about that stock.
8.5. Notes 98
Figure 8.11: A note pad to record your thoughts and ideas.
Notes added or edited are automatically saved and viewable every time the
stock is accessed. To remove the notes, simply clear the content, and that’s
it.
8.5.2 Retrieving notes all-at-once

Since each stock has its own notes, retrieving them will be unwieldy. Fortu-
nately, there is a Retrieve All Notes function accessible through the Menu
Bar (see Figure 8.12) to let you retrieve all notes simultaneously.
Figure 8.12: Retrieve all your notes all-at-once.

8.6. Managing Portfolio 99
8.6 Managing Portfolio
Figure 8.13: Portfolio management tool.
ChartNexus allows you to manage your own portfolio(s) of equities with

the Portfolio management tool located in the Tool Bar and the portfolio
tool will appear as shown in Figure 8.13.
8.6.1 Managing portfolios

To create a new portfolio, click on the New button.
8.6. Managing Portfolio 100
To remove the newly created portfolio, click on the Remove button.
8.6.2 Managing holdings

Each portfolio can contain many holdings.
Click on the stock that you want to add from the Stocks List and then click
Add Stock to add to the current portfolio.
Another way to add a stock to the portfolio is to right-click the stock in
Stocks List and choose Add to Portfolio.
To remove a stock from the portfolio, click on the Remove button found
under Holdings (see Figure 8.13).
8.6.3 Managing transactions

Each holding can have multiple transactions of buy or sell.
To start adding transaction to a particular holding (stock), click on the stock
in the Holdings table and then click on Add button under Transactions and
you will be prompted to fill in the transaction detail.
Edit and Remove buttons allow you to edit the transaction details and re-
move the transaction of the stock respectively.
8.7. Workspace 101
8.7 Workspace
Figure 8.14: Workspace to manage your saved charts.
The workspace panel shown in Figure 8.14 allows you to save all your
charts and analysis work on your computer. You can review or re-edit the
charts later.
These are the things that are saved in a workspace:
1. indicators added to the chart
2. indicator parameters setting

8.7. Workspace 102
3. drawn items
8.7.1 Opening workspace file

Select the saved chart in Workspace and click on the Open Workspace but-
ton (1). You can also double-click on the chart itself to open the saved
chart.
8.7.2 Saving as workspace file

Clicking on the Save button (2) will prompt you to save the chart you are
currently viewing (refer to Figure 8.15). Besides the lines, annotations,
shapes drawn or added on to the chart, indicator settings and indicators
used will also be saved.
Figure 8.15: Saving your chart analysis as workspace. Annotation, drawn

items will be saved.
8.8. Custom Indices 103
8.7.3 Renaming a workspace file

Select a saved chart in Workspace and click the button (3) to rename the
workspace file.
8.7.4 Removing selected workspace file

To remove a saved chart, select the chart in Workspace and click on the
button (4). A message will pop up to confirm with you before removing.
8.7.5 Searching or filtering workspace file

To search for a saved chart, enter a name or letter of the file and click on
the button (5). Only files containing the name or letter will be displayed in
Workspace panel.
To clear the filter and list back all the workspace files, click on the button
(6).
8.8 Custom Indices

An equity index aggregates and tracks the underlying basket of equities. In
ChartNexus, you can easily create your own custom indices. The basket of
equities found in watchlist can be easily converted into an index and shown
on the chart. Follow these steps:
1. Create a new watchlist. Give it a proper name as it will be used to name

the index
2. Add the stocks, warrants etc. that you’re interested in into the newly
created watchlist
8.8. Custom Indices 104
3. Click on the IndexCreator button and a pop up menu will be shown
4. Click on “Edit” and the IndexCreator dialog window will appear (see
Figure 8.17
5. By default, equal weightage scheme is used for calculating the index.

You can adjust the parameters to your own preference and then click
on “Apply” button to adopt the new parameters
6. Once ready, click “Plot” button to display the index as a chart
Figure 8.16: Use IndexCreator tool to create your own index. The equity
used to create the index is collated from the selected watchlist.
8.9. Reporting Error 105
Figure 8.17: IndexCreator dialog window lets you adjust the different
weightage to the basket of equities. You can customize the parameters to
your own preference.
8.9 Reporting Error

Developing a software is not easy. We have tried our best to ensure minimal
bugs or problems free experience for you when using ChartNexus. How-
ever, should you discover any bugs or problems, we hope you can report to
us.
Figure 8.18: Accessing the error reporting functions.
a) Referring to Figure 8.18, click on the Help menu and then click on
View Log menu to view .
b) If there’s any error message found in the Help Window, click on Send
Log button to send us directly the log.
Alternatively, from the Menubar (see Figure 8.18), click on Report Pro-
gram Bug(s) to go to our website to detail to us the detailed steps to repli-
cate the problem.
8.10. ChartNexus News & Announcements 107
8.10 ChartNexus News & Announcements
Figure 8.19: News and announcements from ChartNexus.
In this news bar, you can check the latest news and announcements sur-
rounding ChartNexus. Announcements on events (workshops, seminars),
on ChartNexus and add-on modules etc. Click on the link to see details.
Chapter 9
Add-ons
9.1 What Are Add-ons ?

Add-ons are extra features or functions which are made available to extend
the power of ChartNexus.
These Add-ons can be subscribed through our website http://www.chartnexus.
com/products/subscribe.php and they are available for subscription on
2 types of plan :
• 6 months plan
• 12 months plan
NOTE: Historical data will be one-time fee instead of subscription-based.
9.2 Benefits of Using Add-ons

We adopted this modular, subscription-based approach as we think it will
benefit both you (the user) and us (the user and developer).
108
9.3. Add-ons Available 109
1. Changing times require evolving capabilities. As the Market evolves,

traders and investors are increasingly employing sophisticated software
to assist them in their investments. Compared to one-off-one-time-
fee charting software, having a subscription-based software guarantees
that you are always at the forefront to explore new capabilities and
enhancements.
2. New versions and features upgrades are free. Since you are on a
subscription plan, we will keep on adding new features, introducing
enhancements or releasing fixes related to the module for free to you
for the entire duration of your subscrption period.
3. Pay for what you need. Why pay for software with 80% of the func-
tions that you will hardly ever used ? With our add-on modules, you
can mix and match the modules and subscribe to those that you truly
need.
4. Money back guarantee. We believe in giving you only the best.
If within the period of refund (see our subscription policy http://
www.chartnexus.com/legal/software.php) you’re not satisfied or
happy with the Add-ons, we will refund you.
9.3 Add-ons Available

These are the Add-ons that are available for subscription:
• XPertTrader Indicators : This module contains the commonly used

technical indicators which you can mix and match to create more so-
phisticated rules.
• XPertTrader Candlesticks : This module includes the commonly
used Japanese candlestick patterns. It also comes with an editor to
let you create your own patterns easily.
• INDIA (BSE, NSE) 10 years adjusted historical data (one-time fee).
9.4. How To Subscribe ? 110
• HKSE 10 years adjusted historical data (one-time fee).
• JSX 10 years adjusted historical data (one-time fee).
• KLSE or Bursa 10 years adjusted historical data (one-time fee).
• SGX 10 years adjusted historical data (one-time fee).
• US (AMEX, NASDAQ, NYSE) 10 years adjusted historical data

(one-time fee).
• ChartMaker : Let you create professional-looking charts easily with

superb customization.
9.4 How To Subscribe ?

To subscribe to any of the Add-ons (see Section 9.3), please visit
http://www.chartnexus.com/products/addons.php.
To renew your subscription,
http://www.chartnexus.com/products/subscribe.php.
For more in-depth details on the various add-ons offered, you may want to
download the user manual for the add-ons instead.
http://www.chartnexus.com/download/getmanual_addons.php.
Chapter 10
Frequently Asked
Questions (FAQs)
10.1 For Newcomer

1. I’ve already signed up and activated my account. Where should I
login ?
The account is for login to our data server using our desktop program.
You need to download and install from (http://www.chartnexus.
com/products/download.php). Upon installing, you will be prompted
with a login window, see Section 5.2.
2. I have signed up but yet to receive my activation code in my mail-

box. What should I do now ?
Most likely the mail has gone into your spam/junk mailbox especially
if you are using Gmail/Yahoo!Mail/Hotmail OR another possibility is
that you may have keyed in a wrong email during sign up. Please check
in the mailbox junk/spam folders of yours OR otherwise contact us (see
Section 2.8) to activate your account.
3. When I tried to log in, this message appeared (usually because used
behind proxy/firewall). What should I do ?
111
10.2. Login And Password 112
Fail to connect to server for user authentication. OR
java.net.UnknownHostException: www.chartnexus.com
at java.net.PlainSocketImpl.connect(Unknown Source)
at java.net.Socket.connect(Unknown Source)
at java.net.Socket.connect(Unknown Source)
You are most likely using ChartNexus behind a firewall or proxy server
in a private network (e.g. in office). Please see Network settings (see
Section 5.5) for more.
4. I have just downloaded and installed ChartNexus. The chart is still

not updated or there is nothing shown. Why ?
You will need to key in your account information that you registered
with us in ChartNexus to connect to our server. See Login To Data
Server (see 5.2) for screenshots on how to do it.
10.2 Login And Password

1. Why do I need to sign up for an account ?
The account is provided to you free of charge where it will be used for
downloading stock data from our server.
Sign up for the free account at
http://www.chartnexus.com/users/signupform.php
and activate your account
http://www.chartnexus.com/users/activate_accountform.php
2. I forgot my account activation key. How can I retrieve it ?

You can retrieve your account activation key using this form
http://www.chartnexus.com/users/get_keyform.php
3. How can I change my account password ?

You can change your account password using this form
http://www.chartnexus.com/users/change_passform.php
10.3. Setup Or Installation 113
4. I forgot my password. How can I retrieve it ?

You can retrieve your account password using this form
http://www.chartnexus.com/users/get_passform.php
5. I am no longer using ChartNexus. I want to de-register my ac-

count. How do I go about it ?
You can de-register your account using this form
(http://www.chartnexus.com/users/deregform.php
NOTE: if you have an active subscription with us, de-registering your
account will render it useless.
10.3 Setup Or Installation

1. How do I know or check if Java JDK/JRE is already installed on
my computer ?
In Windows, click on the START button and then click RUN and type
in ”cmd” or ”command” to bring up the COMMAND/DOS PROMPT.
Then in the window/prompt, type in ”java -version”. You should be
able to see the version from there.
There are many sites and small utilities which have been written to test
this. We recommend you to use this page: http://javatester.org/
version.html.
2. Is ChartNexus supported on other systems other than Windows ?

Theorectically, ChartNexus is supposed to be able to run on Mac and
Linux. However, since we don’t have a big team to provide proper sup-
port for the two platforms, so we decided against of totally supporting
them until we are able to provide proper support i.e. with enough man-
power. Nothing against Mac, Linux or others, we are users of these
platforms too.
3. How do I upgrade to a newer version of ChartNexus ?

ChartNexus will automatically prompt you install if there’s any newer
10.4. Connecting To Server 114
version available. Click and install ... it’s that simple ! See Section 2.6
for screenshots.
4. I got the error message An error occur while trying to copy a

file. The source file is corrupted. when I was trying to install the
setup/installation file. What should I do ?
You may have downloaded an incomplete version of the setup/installation
file. Re-download the setup/installation file and run it again.
10.4 Connecting To Server

1. What kind of Internet connection do I need to connect to Chart-
Nexus data server ?
Broadband, ADSL or dial-up connection; any of these is possible.
Internet connection is needed to download ChartNexus program and
stock data. ChartNexus has been designed to handle missing data if
connection breaks.
2. Do I need to be connected in order to use ChartNexus ?

Not required. You can use ChartNexus in offline or online mode but
you’ll need to go online if you want to update your data.
3. I’m having problem downloading data or connecting to server. What

happened and what can I do ?
Possible reasons include:
(a) You are behind a proxy server. Ask your network administrator
or Internet service provider for the proxy address. See Section 5.5
for instructions. Add www.chartnexus.com to you allowed-list of
servers
(b) Our server is probably busy. Try again later
(c) Ensure that you install/upgrade to the Java installation
(d) You have no active internet connection. Check your modem.
10.5. Data Issue (download/update/adjustment) 115
4. I can connect from home but I can’t seem to connect from my of-
fice. Why is this happening ? Is there a bug with your software ?
See Section 5.5 for instructions.
10.5 Data Issue (download/update/adjustment)

1. It seems to me that your data differ from other data sources that
I’m using. Is your data corrupted or having problem ?
Our data is adjusted for various events. So naturally, they will look
different from many other data sources that you use since most of the
data sources DO NOT provide you data adjustment for FREE. Check
out the adjustment events.
2. How long does it take to download historical data ?
Downloading of historical prices should normally takes about 1-2 min-
utes if you update daily. ChartNexus will check for any updates before
the download. Auto data update is turned ON by default.
3. Why is the data downloading/updating taking some time ?
If you’re first time user of ChartNexus, then the system may be down-
loading the past data. Otherwise, it may be because our servers are
busy or internet connection is slow at ours or your end.
4. Can I re-distribute the stock data provided ?
Sorry, you are not allowed to. The stock data we used are licensed from
our data providers. You can only use it for your own personal usage,
and aren’t allowed to re-distribute or use it for commercial purpose.
Please read our software license agreement again, here is the online
version (http://www.chartnexus.com/legal/software.php). Con-
tact us if you have any doubts.
5. Some of charts are not updated with the latest data. What should
I do ?
It could due to incomplete download or corrupted data. Please see
Section 5.7 on how to fix this.
10.6 Reporting Error

1. How do I report possible error or bug discovered ?
If you do not know the error but you suspect there might be one, then
please follow the procedures :
• Click on the Help menu

• Click on View Log menu item. See Figure 10.1
• Click on Send Log. See Figure 10.2
If you just want to report an error/bug, please follow this instead:
• Click on the Help menu

• Click on the Report Program Bug(s) menu item (see Figure 10.1),
which will bring you to our website with a web form
Figure 10.1: Reporting error to us. Make sure you have an Internet connec-
tion.
Figure 10.2: Clicking Send Log will send us any information or error listed
in the panel to us.
Chapter 11
Keyboard Shortcuts
Keyboard shortcut keys are keyboard key or combinations of the keyboard
keys when you pressed on them to allow quick and easy access to the fea-
tures without the need of mouse click. Of course, if you prefer, you can
still access those features through the Menu Bar.
NOTE: CTRL denotes the control key or usually written as Ctrl on your
keyboard. CTRL + W means pressing and holding the Ctrl key and then
pressing on the W key.
General
Action Keyboard Shortcut Keys

Close Window ESC
Bring Up The User Login Window Ctrl + L
Bring Up The Search Tool Ctrl + F
Bring Up The Spread Calculator F6
Bring Up The Brokerage Fee Profiles F7
Switch Between Full Screen and Windowed Mode F11
Exit Program Alt + F4
Chart Related
119
120

Remove Selected Item Found on Chart Delete or Del
Close Chart CTRL + W
Print Chart CTRL + P
Capture Chart CTRL + C
For these keys, you may need to click on the Chart Area to activate the area
to be in focus before these keys can work.

Zoom In + or =
Zoom Out − or
Move Forward In Chart > or .
Move Backward In Chart < or ,
Chapter 12
Glossary
We have prepared a list of some of the jargons or words that you may come
across in the investment world, particular in Technical Analysis. This list is
by no means comprehensive, but it should be sufficient for most common
purpose.
• Above the Market

A limit order to buy or sell a security for a specified price that is higher
than the current market price. If the market does not reach the specified
price, the order will go unfilled.
• Absolute Breadth Index

Developed by Norman Fosback, the ABI is equal to the absolute value
of the difference between the advancing issues and the declining issues.
It shows how much activity and volatility is taking place on the New
York Stock Exchange while totally ignoring the price direction.
• Absolute Price Oscillator (APO)

Also known as MACD indicator, APO is calculated by subtracting a
longer-term Exponential MA from a shorter-term Exponential MA.
• Accumulation
Occurs when the supply of a security is less than the demand. After
121
122
a decline in price, a stock may start to base and trade sideways for an
extended period. In the mean time, well-informed traders and investors
may seek to establish or increase existing long positions. In that case,
the stock is said to have come under accumulation.
• Accumulation/Distribution Line (A/D Line)

A momentum indicator that relates price changes with volume. It re-
lates the closing price to the range of prices (intraday high-intraday
low). The closer the close is to the high, the more volume is added to
the cumulative total.
• After Hours
Any trade posting, adjusting, or changes made by specialists or mem-
ber firm after the official close of the market.
• Amortization
The paying off of debt in regular installments over a period of time.
• Analysis of Variance
A technique used to improve the analysis over regression techniques.
It can be used for identifying relationships between predictor and crite-
rion variables, whether the predictor variables are quantitative or qual-
itative in nature.
• Analyst
A person with expertise in evaluating financial instruments. He or she
performs investment research and makes recommendations to institu-
tional and retail investors to buy, sell, or hold. Most analysts specialize
in a single industry or business sector.
• Announcement Date
The date on which a company first publicly announces an impending
stock split.
• Annual Report
Yearly report made by a company to its stockholders. They usually
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contain a balance sheet, an income statement, a list of changes in re-

tained earnings, and how income of the corporation was used.
• Annualized
The translation of periods of less than a year into an annual rate for
comparative purposes. To annualize quarterly figures, you multiply
them by four.
• Arbitrage
The simultaneous buying and selling of securities to take advantage
of price discrepancies. Arbitrage opportunities usually surface after a
takeover offer.
• Area Pattern
A pattern of sideways price movement that follows a stalled uptrend or
downtrend of a stock or commodity. Some of these patterns (triangles,
flags, wedges etc.) have good predictive value.
• Ascending Trend Channel

An ascending line that connects the bottoms of the down waves and
is parallel to a trendline The ascending channel line and the trendline
form borders on an uptrend.
• Ascending Triangle
A sideways price pattern between two converging trendlines in which
the lower line is rising while the upper line is flat. This is generally a
bullish pattern.
• Ask
Also known as the “offer”, the price that the market maker guarantees
to fill a buy order. A buy order placed at the market will usually be
filled at the current asking (offer) price. The ask price is usually greater
than the bid price.
• Assets
Any possessions that have value in an exchange.
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• Average Directional Index (ADX)

Part of the Directional Movement Indicator system developed by J.
Welles Wilder, the ADX line is based on the spread between the +DI
and -DI lines from that same system.
• Average True Range (ATR)

An indicator that measures volatility of a security. High ATR values
indicate high volatility and may be an indication of panic selling or
panic buying. Low ATR readings indicate sideways movement by the
stock.
• Bar Chart
A chart of price versus time. The horizontal axis represents the pas-
sage of time with the most recent time periods on the right side; while
the vertical axis represents the stock’s price. For each time period, a
vertical line denotes the high and low price of the security; a short
horizontal protrusion to the right of the vertical line shows the closing
price.
• Basing
A period where the stock or market is “catching its breath” after a de-
cline, characterized by a flat trading range without any noticeable trend.
It is common to see a basing period after a lengthy decline of the stock
price. Basing may be a sign of accumulation.
• Basis
The difference between cash prices and the futures contract prices.
• Bear
A person who believes prices will decline and might be described as
having a “bearish” outlook. Bear markets
• Bear Market
A market when prices are declining. Occur when roughly 80% of all
stocks decline for an extended period of time.
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• Bear Trap
A signal which suggests that the rising trend of an index or stock has
reversed but which proved to be false. Thus trap the bears that acted
on the signal with losses. A bear trap is a form of whipsaw and relates
to the spring.
• Bearish
The belief that market prices will decline.
• Below the Market

A limit order to buy or sell a security for a specific price that is lower
than the current market price. If the market does not reach these prices,
the order will go unfilled.
• Bid
The price at which the market maker guarantees to fill a sell order. A
sell order placed at the market will usually be filled at the current bid
price. The bid price is usually less than the ask price.
• Block
A purchase or sale of a large number of shares. This term is relative.
• Blowoff
See Reversal Spike-High
• Blue Chip
A well known, public company that is thought to be in good finan-
cial shape and have sound fundamentals (profitability, earnings). An
investment in a blue chip is regarded as a safe investment. Examples
include DBS, UOB and OCBC.
• Bollinger Bands
An indicator that allows users to compare volatility and relative price
levels over a period of time. It consists of three bands designed to
encompass the majority of a security’s price action. Prices will often
meet resistance at the upper band and support at the lower band.
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• Market Breadth
A comparison of the number of issues traded with the number of is-
sues listed for trading. A rally is considered a suspect if the number
of advancing issues is diminishing as the rally develops. Conversely,
a decline which is associated with fewer and fewer stocks falling is
considered to be a bullish sign.
• Breakaway Gap
A price gap that forms on the completion of an important price pattern.
A breakaway gap usually signals the beginning of an important price
move.
• Breakout
A substantial rise in price above a resistance level or a substantial de-
cline in price below the support level. When a breakout occurs, a price
pattern is likely to continue.
• Bull
A person who believes prices will advance and might be described as
having a “bullish” outlook. Bull markets occur when roughly 80% of
all stocks advance over an extended period of time. 1982-87 and 1995-
99 have been referred to as bull markets.
• Bull Market
A market when prices are rising. Occur when roughly 80% of all stocks
advance over an extended period of time.
• Bull Trap
A signal which suggests that the falling trend of an index or stock has
reversed but which proved to be false. Thus trap the bulls that acted on
the signal with losses. A bull trap is a form of whipsaw and relates to
the spring.
• Bump and Run Reversal
A reversal chart pattern that forms after excessive speculation drives
prices up too far, too fast. It is designed to identify speculative ad-
vances that are unsustainable for a long period.
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• Buy Signal
A condition that indicates a good time to buy a stock. The exact cir-
cumstances of the signal will be determined by the indicator that an
analyst is using. For example, it’s considered a buy signal when the
price declines while OBV increases.
• Buy Stop
A buy order usually placed above the current price, ensuring that a
security would have to trade at the set level before the buy order would
be activated. By placing a buy stop order just above resistance, a trader
can ensure that the security will break resistance before going long. On
the other hand, traders looking to catch a bottom or intraday low might
place a buy stop below the current price, but near support.
• Buyback
A company’s repurchase of it’s own shares of stock.
• Buying Climax
A sudden upward movement of a security’s price accompanied by ex-
tremely high volume created by investors rushing in to buy the security.
This often indicates that a security has been overbought and the price
will fall. As it often happens at the end of an up price movement, it
typically represents a good time to sell.
• Buying on Margin
A risky short-term strategy where a buyer borrows money from a bro-
ker to make an investment. The buyer believes the stock price will rise
and is trying to maximize profits by investing more money in the stock.
• Call Option
The right to buy a stock or commodity future at a given price before a
given date. The owner of the call option is speculating that the price of
the stock will go up and is therefore bullish.
• Candlestick Chart
A form of Japanese charting that has become popular in the West. A
narrow line (shadow) shows the day’s price range. A wider body marks
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the area between the open and the close. If the close is above the open,
the body is white (not filled); if the close is below the open, the body
is black (filled).
• Capital Gain
Profit derived from the selling price exceeding its initial purchase price.
A realized capital gain is an investment that has been sold at a profit.
An unrealized capital gain is an investment that has not been sold yet
but would result in a profit if sold. Capital gain is often used to mean
realized capital gain.
• Chaikin Money Flow (CMF)
An oscillator that helps signal if a stock is undergoing accumulation or
distribution. It is calculated from the daily readings of the Accumula-
tion/Distribution line (A/D line). CMF is not influenced by the daily
price change, but focuses on the location of the close relative to the
range for the period (daily or weekly).
• Channel
The area between two parallel lines containing the price structure. They
can be two parallel upward trendlines (upward channel); or two parallel
downward trendlines (downward channel).
• Commodity Channel Index (CCI)
Developed by Donald Lambert, the CCI is an indicator designed to
identify cyclical turns in commodities. It may also be applied to stocks
or bonds.
• Confirmation
A subsequent signal that validates a position stance. Traders and in-
vestors sometimes compare the prices with two or more technical indi-
cators to ensure they are pointing in the same direction and confirming
one another. For example, confirmation of a bullish trend is when the
increasing prices are accompanied by a rising OBV.
• Congestion Area
A sideways trading range where supply and demand balance out.
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• Consolidation Area
A trading range in which prices move until continuing in the same
direction as the trend prior to the consolidation area.
• Continuation Pattern
Occurs in the Consolidation Area. It is a type of chart pattern that oc-
curs in the middle of an existing trend. The previous trend resumes
when the pattern is complete. Examples include the Pennant continua-
tion patterns.
• Contra-Trend Signals
Bullish patterns in bear markets and vice versa.
• Correction
After an advance, price declines, but they do not penetrate the low
from which the advance began. Also referred to as a retracement, a
correction usually retraces 1/3 to 2/3 of the previous advance.
• Crossover
A point on a graph where two lines intersect. Depending on which lines
they are, a crossover may indicate a buy or sell signal. For example,
the price line crossing above a moving average line may generate a
buy signal. Oscillators such as MACD and CMF experience centerline
crossovers.
• Customer Free Balances

The total amount of unused money on deposit in brokerage accounts.
These are free funds representing cash which may be employed in the
purchase of securities.
• Cycle
A price pattern of movement that regularly occurs in a given time in-
terval.
• Cyclical Investing
The process of buying and selling stocks based on a longer-term or pri-
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mary market move. The cycle approximates the 4-year business cycle,
to which such primary movements in stock prices are normally related.
• Cyclical Stocks
Shares of companies that are highly sensitive to economic performance.
Cyclical stocks tend to perform well when the economy is growing and
suffer when the economy contracts.
• Day Trading
A trading style where all positions are cleared before the end of the
trading day. Contrast this with position trading, where stocks or secu-
rities may be held for longer periods.
• Declining
A market stage of a stock that is characterized by a downtrend with
subsequently lower highs and lower lows.
• Descending Triangle
A sideways price pattern between two converging trendlines in which
the upper trendline is descending while the lower line is flat. This is
generally a bearish pattern.
• Directional Movement Indicator (DMI)
An indicator that plots a positive +DI line measuring buying pressure
and a negative -DI line measuring selling pressure. The DMI pattern
is bullish as long as the +DI line is above the -DI line. The Average
Directional Index line (ADX) is derived from this system and is based
on the spread between the +DI and -DI lines.
• Distribution
Occurs when the demand of a security is less than the supply. After an
advance in price, a stock may start forming a top and trade sideways
for an extended period. In the mean time, well-informed traders and
investors may seek to unload positions. In that case, the stock is said
to have come under distribution. A quiet distribution period is usually
subtle and not enough to put downward pressure on the price. However,
an aggressive distribution will likely put downward pressure on prices.
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• Divergence
It is the opposite of confirmation. It occurs when two or more indi-
cators move in opposite directions. Traders and investors often look
for divergences by comparing a stock’s direction to the direction of its
indicators. There are two kinds of divergences: positive and negative.
A positive divergence occurs when the indicator moves higher while
the stock is declining. A negative divergence occurs when the indi-
cator moves lower while the stock is rising. For example, a bearish
divergence is when increasing prices are accompanied by falling OBV.
Another example of bearish divergence is when price makes a high,
pullback then makes a higher high; but RSI makes a high, pullback
then makes a lower high.
• Double Top
A reversal chart pattern displaying two prominent peaks. The reversal
is complete when the support trough is broken. The double bottom is a
mirror image of the top.
• Downtrend
A straight line drawn down and to the right above successive rally
peaks. The longer the down trendline has been in effect and the more
times it has been tested, the more significant it becomes. A violation
of the down trendline usually signals a reversal of the downtrend.
• Envelopes
Also known as trading band. Envelopes are lines that are placed at fixed
percentages above and below a moving average line. Envelopes help
determine when a market has traveled too far from its moving average
and is overextended.
• Equity
In financial market terminology, it refers to stock or any other security
representing an ownership interest. The process by which a company
issues stock to raise money is termed equity financing.
• Exchange
An exchange is a physical location where securities are bought and
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sold. It consists of a primary and a secondary market. The primary

market is the financial market where securities are issued and placed
whereby the secondary market trades the issued securities.
• Ex-Dividend Date
The first day of the ex-dividend period. If an investor does not own
the stock before the ex-dividend date, they will be ineligible for the
dividend payout. The exchanges automatically reduced the price of the
stock by the amount of the dividend for all pending transactions that
have not been completed by the ex-dividend date.
• Exhaustion
When buying power is no longer enough to move prices up or when
selling power is no longer enough to move prices lower.
• Exhaustion Gap
A price gap that occurs at the end of an important trend. It signals that
the trend is concluding.
• Exponential Moving Average (EMA)

A moving average that gives greater weight to more recent data in an
attempt to smoothen the moving average.
• Extended (in price)

A term describing a stock that has risen past its pivot point. Such a
stock is considered a risky investment because it has already begun its
advance and is more likely to reverse.
• False Breakout
A breakout of a chart pattern that aborts. To ensure that a breakout is
genuine, look for confirmation by several indicators.
• Fibonacci Numbers
A number sequence (i.e. 1,2,3,5,8,...) that is constructed by adding the
first two numbers to arrive at the third. The ratio of any number to the
next number is 61.8 percent, which is a popular Fibonacci retracement
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number. It is the ratio of the Fibonacci sequence that is important and

valuable, not the actual numbers in the sequence.
• Flag
A continuation chart pattern that generally lasts less than three weeks
and resembles a parallelogram that slopes against the prevailing trend.
The flag represents a minor pause in a dynamic price trend.
• Fundamental Analysis
A market analysis that relies on economic supply and demand informa-
tion based on the underlying value of a company in terms of its cash,
current assets and earnings; as opposed to focusing to an analysis based
on charts and market indicators (technical analysis).
• Gap
Represents a price range on a chart at which no trading takes place.
Also occurs when the high of the day is below the low of the previous
day or when the low of the day is above the high of the previous day.
Gaps are especially significant when accompanied by an increase in
volume.
• Head and Shoulders Bottom
A well-known reversal pattern marked by three (or more) prominent
troughs with a middle trough (the head) that is lower than the other
troughs (the shoulders). When the trendline (neckline) connecting the
peaks at the top of the pattern is broken, the pattern is complete.
• Head and Shoulders Top
A well-known reversal pattern marked by three (or more) prominent
peaks with a middle peak (the head) that is higher than the other peaks
(the shoulders). When the trendline (neckline) connecting the troughs
at the bottom of the pattern is broken, the pattern is complete.
• Indicator
A value, usually derived from a stock’s price or volume, that an in-
vestor can use to try to anticipate future price movements. Indicators
are divided into two groups: trend following or lagging and momentum
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or leading. Lagging indicators tell you what prices are doing now, or in
the recent past, so they are useful when stocks are trending. A moving
average is an example of a lagging indicator. Leading indicators are
designed to anticipate future price action and many come in the form
of oscillators, e.g. RSI and MACD.
• Industry
A grouping of companies in the same line of business. Industry group-
ings are more specific to the business than sector groupings.
• Initial Public Offering (IPO)

The first offering of common stock to the public.
• Insider
Any person who directly or indirectly owns more than 10
• Investor
An investor is someone who tends to take a long-term view when buy-
ing a security, holding the security for at least several months.
• Key Reversal Day

A one day chart pattern where prices sharply reverse during an uptrend
or downtrend. In an uptrend, prices open in new highs and then close
below the previous day’s closing price. In a downtrend, prices open
lower and then close higher. The wider the price range on the key
reversal day and the heavier the volume, the greater the odds that a
reversal is taking place.
• Limit Order
An order to buy or sell a security at a specific price. As opposed to a
market order, limit orders might not be filled immediately if the market
moves away from the specified price.
• Line Chart
Price charts that connect the closing prices of a given market over a
span of time that form a curving line on the chart.
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• Liquidity
The ease with which a stock may be bought or sold in volume on the
marketplace without causing dramatic price fluctuations. A highly liq-
uid stock is characterized by a large volume of trading and a large pool
of interested buyers and sellers.
• Moving Average Convergence/Divergence (MACD)
An indicator developed by Gerald Appel. By comparing moving aver-
ages, MACD displays trend following characteristics, and by plotting
the difference of the moving averages as an oscillator, MACD displays
momentum characteristics.
• MACD Histogram
A visual representation of the difference between the MACD line and
signal line. The plot of this difference is presented as a histogram,
making the centerline crossovers and divergences easily identifiable.
• Market Capitalization
Also known as market cap, it is the total market value of a company
(number of shares outstanding multiplied by the price of the stock).
• Market Order
An order to buy or sell a security at the prevailing market price. A sell
order will most likely be filled at the bid price and a buy order will be
filled at the ask price.
• Momentum
A leading indicator measuring a security’s price or volume’s rate of
expansion. It forms an oscillator that moves above and below 100.
Bullish and bearish interpretations are found by looking for divergences,
centerline crossovers and extreme readings.
• Money Flow Index (MFI)
A volume-weighted momentum indicator that measures the strength of
money flowing in and out of a security. It compares “positive money
flow” to “negative money flow” to create an indicator that can be com-
pared to price in order to identify the strength or weakness of a trend.
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• Moving Average (MA)

An average of data for a certain number of time periods. It moves
because for each calculation, we use the latest x number of time peri-
ods’ data. By definition, a moving average lags the market. An expo-
nentially smoothed moving average (EMA) gives greater weight to the
more recent data, in an attempt to reduce the lag.
• New Highs and New Lows

New highs refers to the number of stocks recording their highest price
level in 52-weeks.
New lows are the number of stocks recording their lowest price level in
52-weeks. As an indicator, new highs and new lows are usually shown
as moving averages to smooth the results and are often plotted together
for easy comparison.
• Odd Lots
Stock purchased in units less than 100 shares
• Offer
See Ask
• On Balance Volume (OBV)

Introduced by Joe Granville, OBV measures positive and negative vol-
ume flow. The concept behind the indicator is that volume precedes
price. OBV is a simple indicator that adds a period’s volume when the
close is up and subtracts the period’s volume when the close is down.
A cumulative total of the volume additions and subtractions forms the
OBV line. OBV line can then be compared with the price chart of the
underlying security to look for divergence or confirmation.
• Oscillator
An indicator that determines when a market is in an overbought or
oversold condition. When the oscillator moves above the 80 level, the
market is overbought. When the oscillator line moves down to the 20
level, the market is oversold. Oscillator can also be compared with a
security’s price to look for divergence or confirmation.
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• Over The Counter (OTC)

A securities that are traded through a telephone and computer network.
• Overbought
A technical term which means that prices are considered too high and
susceptible to a decline. Overbought conditions can be classified by
analyzing the chart pattern or with indicators such as Stochastic Oscil-
lator and RSI. It is important to keep in mind that overbought is not
necessarily the same as being bearish. It merely infers that the stock
has risen too far too fast and might be due for a pullback.
• Oversold
A technical term which means that prices are considered too low and
may rally in an upward direction. Oversold conditions can be classified
by analyzing the chart pattern or with indicators such as Stochastic
Oscillator and RSI. It is important to keep in mind that oversold is not
necessarily the same as being bullish. It merely infers that the security
has fallen too far too fast and may be due for a reaction rally.
• Parabolic SAR
An indicator that sets trailing price stops for long or short positions.
Also referred to as the “stop-and-reversal indicator”. If the trend is up,
buy when the indicator moves below the price. If the trend is down,
sell when the indicator moves above the price.
• Pennant
A continuation chart pattern that is similar to flag, except that it is more
horizontal and resembles a small symmetrical triangle.
• Pivot Point
The point at which resistance disintegrates and the stock price begins
to rise past the prior resistance level. This point can be considered the
optimal time to buy as the bulls are gaining strength.
• Position Trading
A style of trading characterized by holding open positions for an ex-
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tended period of time. Contrast this with day trading, where a trader
buys, then sells out of a position before the market closes that day.
• Price Channels
See Channel
• Price Objective
Technical appraisal of a security’s future value.
• Price Patterns
Patterns that appear on price charts possessing predictive values. They
are either reversal and continuation patterns.
• Primary Trend
The predominant movement of a security. When it is up, it is known as
a bull market; when it is down, it is known as a bear market.
• Proxy
A security or index whose correlation with another security or index is
so strong that it is used as a substitute for the other.
• Pullback
When a security or the overall market falls back from a previous ad-
vance.
• Range
The distance between the high price and the low price for a given time
period. A daily range is equal to intraday high minus intraday low.
• Rate of Change (ROC)

A momentum oscillator that measures the percent change in price from
one period to the next. The oscillator can be used as any other momen-
tum oscillator by looking for higher lows, lower highs, positive and
negative divergences, and crosses above and below zero for signals.
• Rally
A brisk advance following a decline in prices.
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• Reaction
A temporary decline following an advance in prices.
• Rectangle
A continuation chart pattern where prices move sideways between two
different levels for a period of time and then continue moving in the
direction of the previous trend.
• Relative Strength Index (RSI)

A popular oscillator developed by Wilder. RSI is plotted on a verti-
cal scale from 0 to 100. Values above 70 are considered overbought
and values below 30, oversold. When prices are over 70 or below 30
and diverge from price action, a warning is given of a possible trend
reversal.
• Resistance
A price level at which there is a large enough supply of a stock available
to cause a halt in an upward trend and turn the trend down. Resistance
levels indicate the price at which most investors feel that prices will
move lower.
• Retracement
A decline that retraces a portion of a previous advance, or an advance
that retraces a portion of a previous decline. Retracements typically
cover 1/3 to 2/3 of the previous move, and a retracement of more than
2/3 typically signals a trend reversal.
• Reversal Pattern
A chart pattern that occurs before an existing trend reverses direction,
e.g. a Head and Shoulder’s reversal pattern. A break below neckline
support indicates that the Head and Shoulder’s pattern is complete and
the prior uptrend has reversed.
• Reversal Spike
Market turns that happen very quickly with little or no transition pe-
riod.
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• Sector
A group of companies that generate revenue in similar ways, and tend
to rise and fall with the economic cycle. Sectors are commonly broken
down into smaller groups called industries. Examples of sectors are
financials sector and technology sector.
• Security
A security is a tradeable financial instrument with a financial value
such as stocks, bonds, options and derivatives.
• Sell Signal
A condition that indicates a good time to sell a stock.
• Selling Climax
A sharp price decline accompanied by extremely high volume created
by panic stricken investors dumping securities. This often happens at
the end of a bear market and typically represents a good time to buy.
• Short Covering
The process of buying back stock that has already been sold short.
• Short Position (Interest)

The total amount of short sales outstanding on a specific exchange at a
particular time.
• Short Selling
Selling stock not owned in anticipation of buying it back later at a lower
price for a profit. It involves borrowing stock (usually from the broker)
to sell short and using margin to finance the borrowing.
• Signal Line
Also known as a “trigger line”, it is a moving average of another indi-
cator that is used to generate simple buy and sell signals. The popular
signal line is the one that is built into the MACD display. A buy signal
is generated when the MACD line crosses above the signal line and a
sell signal is generated when the MACD line crosses below the signal
line.
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• Spread
The difference between the bid and the ask. Generally speaking, more
liquid (heavy volume) stocks usually have smaller bid/ask spreads.
Less liquid stocks (light volume) usually have larger spreads.
• Spring
A situation that occurs when prices break below the support line, but
soon reverse course and move back above support. Prices are said to
“spring” back from their support break and indicate that the bulls are
still alive. A spring can also be referred to as a failed (bearish) signal
and is considered bullish. Generally, the reversal should occur within
1-3 days of the support break for the failed signal to be considered
valid. This is the opposite of an upthrust.
• Stochastic Oscillator
A momentum indicator developed by George Lane that measures the
price of a security relative to the high/low range over a set period of
time. The Stochastic Oscillator can be used like any other oscillator
by looking for overbought/oversold readings, positive/negative diver-
gences and centerline crossovers.
• Stop Loss Order

An instruction to the broker to buy or sell stock when it trades beyond
a specified price. They serve to either protect the profits or limit the
losses.
• Stop-And-Reversal Indicator
See Parabolic SAR.
• Support
A price level at which there is sufficient demand for a stock to cause a
halt in an downward trend and turn the trend up. Support levels indicate
the price at which most investors feel that prices will move higher.
• Symmetrical Triangle
A sideways chart pattern between two converging trendlines in which
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the upper trendline is declining and the lower trendline is rising. The
breakout through either trendline signals the direction of the price trend.
• Technical Analysis
The study of market action, usually with price charts, which includes
volume and open interest patterns. Compare this to Fundamental Anal-
ysis.
• Topping
A period where the stock or market is “catching its breath” after an
advance, characterized by a flat trading range without any noticeable
trend. It is common to see a topping period after a lengthy increase of
the stock price. Topping may be a sign of distribution.
• Trader
A trader is someone who tends to take a short to medium-term view
when buying a security. A trader usually relies on market volatility
and swings to make profits.
• Trailing Stop
A stop-loss level set above or below the current price that adjusts as the
price fluctuates. For a long position, a trailing stop would be set below
the current price and would rise as the price advances. Should the price
decline and reach the trailing stop, then a stop-loss would be triggered
and the position closed. As long as the price remains above the trailing
stop, the position is held. Indicators such as the Parabolic SAR can be
used to set trailing stops.
• Trend
Refers to the direction of prices. It can be an uptrend or a downtrend.
• Trendlines
Straight lines drawn on a chart below reaction lows (in an uptrend) or
above rally peaks (in a downtrend) that determine the steepness of the
current trend.
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• Triangles
Sideways price patterns in which prices fluctuate with converging trend-
lines. The three types of triangles are symmetrical, ascending and de-
scending triangles.
• Triple Top
A price pattern with three prominent peaks at about the same level. The
triple bottom is the mirror image of the top.
• Typical Price
The average of intraday high, low and close.
• Uptrend
A straight line drawn upward and to the right below the reaction lows.
The longer the uptrend has been in effect and the more times it has
been tested, the more significant it becomes. Violation of the trendline
usually signals that the uptrend may be changing direction.
• Upthrust
A situation that occurs when prices break above resistance, but soon
reverse course and break back below resistance. Also referred to as a
failed (bullish) signal and is considered bearish. Generally, the reversal
should occur within 1-3 days of the resistance breakout for the failed
signal to be considered valid. This is the opposite of a spring.
• Volatility
A measurement of change in price over a given period. It is usually
expressed as a percentage and computed as the annualized standard
deviation of the percentage change in daily price. The more volatile a
stock or market, the more money an investor can gain or lose in a short
period of time.
• Volume
The number of trades in a security over a period of time.
• Wedge
A reversal chart pattern characterized by two converging trendlines that
144
connect at an apex. The wedge is slanted either downwards or upwards

demonstrating bullish or bearish behavior respectively.
• Weekly Reversal
An upside weekly reversal is present when prices open lower on Mon-
day and then on Friday close above the previous week’s close. A down-
side weekly reversal opens the week higher but closes down by Friday.
• Weighted Moving Average

A moving average that uses a selected time span, but gives greater
weight to the more recent price data.
• Whipsaw
Occurs when a buy or sell signal is reversed in a short time. Volatile
markets and sensitive indicators can cause whipsaws.
• Williams %R
Developed by Larry Williams, Williams %R is a momentum indicator
similar to Stochastics Oscillator and is especially popular for measur-
ing overbought and oversold levels.
Chapter 13
Graphical User Interface

(GUI) Glossary
To familiarize yourself with ChartNexus and derive the maximum benefit,
this is a list of the GUI jargons that you will come across throughout this
document.
• Close window or popup window

Found at the top right corner of any pop up window
NOTE: You can use shortcut key ESC found on your keyboard to close
the window as well. See Appendix 11.
• Drop-down list or pull-down list
145
146
• Tooltip
• Menubar and menu
• Toolbar
147
• Pushpin
• Menu item
The items found in the menubar
148
• Scrollbar
• Button
• Radio button
• Checkbox
To select/switch on the option, click on the checkbox once. To de-
select/switch off the option, click again on the checkbox.
149
• Textbox or input box
• Toggle button
To select/switch on the option, click on the toggle button once. To
de-select/switch off the option, click again on the toggle button.
• Table
You can change the order of the columns by left-clicking your mouse
and dragging it to the desired order as shown below.
150
• Tree

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User Manual

About FiNEX Solutions

Always Our Best,

3.3 Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . 27

5 Working With Data 37

5.4 Forcing Data Download . . . . . . . . . . . . . . . . . . . 45

6 Working With Charts 52

6.14.3 Enlarge or shrink viewing period . . . . . . . . . . 67

8.4.2 Selling a stock . . . . . . . . . . . . . . . . . . . 96

10 Frequently Asked Questions (FAQs) 111

11 Keyboard Shortcuts 119

13 Graphical User Interface (GUI) Glossary 145

• Improvement: [XPertTrader] Candlestick library will now load faster

Always Our Best,

such as fear or greed often make us susceptible to irrational exuberance or

• Market actions discount everything.

• Prices move in trends.

• History repeats itself.

1.1 What Is ChartNexus ?

Figure 1.1: ChartNexus charting window.

1.2 Why Use ChartNexus ?

• Data automatically downloaded

• Online or offline mode

• Latest updates and fixes automatically detected

• Customise and share your work

• Save your work

Figure 1.3: Workspace panel to allow saving of chart state.

• Watchlist and portfolio management

Figure 1.4: Portfolio management.

• Developers are users

• Save time and money

• We are always listening

1.3 Develop Your Winning Strategy

Figure 1.5: ChartNexus XPertTrader - create rules, backtest and screen .

We organize regular walk-in-workshop or seminars to explain and demo

For more information on Add-ons, please visit

2.1 System Requirements

2.2 Sign Up Free Account

1. Sign up for an account

Java Runtime JRE or JDK 1.5 or higher version. If

Speed of Pentium 1GHz or equivalent upwards

Memory At least 512 megabytes (MB) RAM

Display Super VGA (1024 x 800) or higher

Hard Disk At least 500MB

Peripherals Mouse and keyboard

Internet Used for downloading stock data. The

Table 2.1: System requirements.

2. Activate your account

folder in case you didn’t receive the mail.

2.3 Installing ChartNexus

Figure 2.1: The Download Page of ChartNexus.

At the beginning, you will be presented with an installer dialog window

Figure 2.2: Language Selection Dialog at the Beginning of Installation.

2.4 Setting Data Folder

Figure 2.4: Data Folder Setup.

Figure 2.5: Data Folder Setup from Menu

2.5 Starting ChartNexus

Figure 2.6: User login window.

2.6 Upgrading ChartNexus

2.7 Uninstall ChartNexus from Cache

Figure 2.7) or Spotlight in Mac (see Figure 2.8).

Figure 2.7: Control Panel with Java Icon in Windows

Figure 2.8: Launch Java Preferences with Spotlight in Mac