Prepared by FiNEX Solutions ••• January 14, 2010
Visit website: http://www.chartnexus.com
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 storage and retrieval systems, without permission in writing from FiNEX Solutions 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 warranty 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 educational reference, to assist you in better understanding of the ChartNexus software system. If you require professional assistance or investment advice, you are strongly advised to engage the services of a competent ﬁnancial 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, IndexCreator are trademarks of FiNEX Solutions and may not be used without written permission. All other trademarks are the property of their respective owners.
About FiNEX Solutions FiNEX Solutions is the developer of ChartNexus ﬁnancial charting software. 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 ChartNexus to include historical data, backtesting, screening, pattern recognition and more. Besides specializing in application development, FiNEX Solutions provides a complete range of products and services including data services, web-based charting solutions, consultancy on integration of ﬁnancial charting systems, education and training and other solutions. For more information, please contact email@example.com.
we have setup some learning resources at our website http://www. This is in part credited to the continuous contributions by many of the early adopters who emailed us with their suggestions and feedback. If you discover any error in this document or any of the resources. ChartNexus was conceived much earlier before we formed our company FiNEX Solutions.chartnexus. comments or feedback on how we can improve our products and services. We thank you ! As we continue our sculpting of ChartNexus.0 free-of-charge for personal use to everyone. In addition to this manual. kindly drop us a mail about it support@chartnexus. we love to hear from you ! Talk to us at support@ chartnexus. Since then. we felt it was critical to explain to you about the features and functionalities so that you can get the best out of ChartNexus. If you have any ideas.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. Happy Charting ! iii
. It was then in February 2005 that we started distributing version 1.com. ChartNexus has grown to include many functionalities and improved usability. trader or investor.Preface
Born in July 2004.com/learning/.
Always Our Best.
. . . . . . . . Setting Data Folder . Sign Up Free Account . . . 3 4 5 9 12 12 12 14 16 18 19 19 22 24 24 26
Getting Started 2. . .3 2. . . . . . . Uninstall ChartNexus from Cache . . . . Getting Help . . . . . . . . . . . . . . .3 2 What Is ChartNexus ? . . . . . Working Windows . . . . . . . .
Introduction 3. . . . . . . . . . .6 2. . . . . . . . . .2 Splash Window . . . Develop Your Winning Strategy . . . . . . Starting ChartNexus . . . . . . . . . . .7 2. . . . . .4 2. . . . . . . Installing ChartNexus . . . . . . . . . .5 2. . . . . . . . . . . . . . v
. . . . . . . .1 3. . . . . . . . . . . . . . . . . . . . . . . .8 System Requirements . . . . . . . . . .2 1. . . . . . . . . . . . . . . . . . Why Use ChartNexus ? . . . . . . . . . . . . . . . .Table of Contents
1 About ChartNexus 1. . . . . . . .2 2. . . . . . . . . . . . . . . . Upgrading ChartNexus . . . . .1 2. .1 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .2 5. .
. . . . . .
Working With Data 5. . . . . . . . . . . . . . . .
Login To Data Server . . . . . . . . . . Data adjustment events . . . . . . . . . .7 4. . . Show/Hide Window . . . . . . . . . . . . . .8 4
Menu Bar . . Data Adjustment Settings(On/Off) . . . . . . . . .3 3. .6 3.1 Information On Data . . . . . . . . . . . . . . . Listings & Watchlists . . . . . . . . . . Full-size Window . . . . . . Always-on-top Window . . . . . .1. . .4 3. . .8 Open Or Close Window . . . . . . . . . . .TABLE OF CONTENTS
3. . . . . . Data adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Downloading or Updating Data . .
27 28 29 29 29 30 31 31 32 32 33 34 34 35 36 37 37 37 38 40 41 43 44
Managing Windows 4. .3 4. . . . . . .7 3. . .1 4. . . . . Drawing Tools . . . . . . Minimize Window . . . . .6 4. . . . . . . . . . .5 3.3 5. . . Chart Area . . . . .1. . . . . . . . . . . . . Move Window . . . . . . . . . . . . . . . . . . . . .4 4.5 4. Arrange Windows .3 Market data available . . . . . . . . . . . . . . . . . . .4 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . Adjust Window Size .2 5. . . . . . . .1. . . . . . . . . . . . Tool Bar . . . . . . . 5. News Bar . . . . . . . . . . .1 5. . . . .1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . .13 Scrolling Chart . . . . . . . Repositioning Chart Item . Changing Data Downloading Settings . . . . . . . . . . . . . .2 Use scroll to navigate . . . . . . . . . . . . . . . . . Price and Volume . .14. .3 6. . . . . . . . . . . . . . . . . . . . . .7 6. . .1 Navigate forward or backward . .
. 6. . 6. . . . . . . . . . . . . . . . . .8 6
Forcing Data Download . . . . . Fixing Data . . . . . . . . . . . . . . . . . . . . . . . . Adding Comments and Drawing onto Charts . Viewing in Different Chart Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 5. . . . . . . Viewing in Different Time Frame . . .1 6. . . . . . . . . . . . . . . . . 6. . .1 Opening and Closing Stock Chart . . .12 Zooming Chart . . . . .14 Navigating Chart . . . . . . 6. . . . . . . . . . .
Tiling Chart Windows . . . . . .9 Open chart . . . .11 Redoing and Undoing . . .
6. . . . . . . . . . . .10 Removing Chart Item . . . . . . . . . . . . . . . . .1. .6 5.5 5. .14.7 5. . . . . . . . . . . . . . . . 6. . . . . . . . . . . . . . . . . . . . . . . Fibonacci Tools . . . (Re-)Installing Data . . . Using From Ofﬁce Or Behind Firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 6. . . . .4 6. . . . 6. . .1. . . . . . . . . .
45 46 47 49 50 52 54 54 55 55 56 57 58 59 60 61 62 63 64 64 65 66 66 66
Working With Charts 6. . . . . . . . . . 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TABLE OF CONTENTS
5. . . . . . . Drawing Shapes . . . . . . . . Close chart . . . . .2 6. . . .6 6. . . . . . . .2 6. .5 6. . . . . . . . .
. . 7 Technical Indicators 7. . 6. . . . .2. . . . . . . . . . . . . . . . . . 6. . . . . . . . .1 8. . . . . . . . . . . . .4 8 Applying Indicators with Indicator Templates . .16. . . . . . . . . . .2 Search Tool . . . .3 7. . . .2. . . . . . . . . . . . . . . Removing A Customized Indicator . . . . . .3 Change chart color . . . . 6. Changing Indicator Parameter Setting . . . . . . . .2 Change item color . . . . .16 Changing Color Settings . . . . . . . . . . . . . . . . . . . . . . . . . . .
Brokerage Fee Proﬁle . . . . . . . Changing Colors Indicators . .14. . . . . . . . . . . . . .3 8. . . . . .TABLE OF CONTENTS
6. . . . . . . . . . . . . . . . . . . . . . . . .1 7. . . 8. .2 8. . . . . . . . . . . 6. . .2. .16. . . . . 6. Removing watch list . Watch List . . . . . . . . . . .4. . .4 Creating new watch list . . . . .3 8. . .1 Editing brokerage fee . .16. . . . . 6. . . . . . . . . .3 Enlarge or shrink viewing period . . . . . . . . . .1 Changing indicators colors . . .17 Capturing and Printing Chart . . . . . . . . . . . . . . . . . Spread Calculator . . . . . . . . . . Removing stocks from watch list .1 8. . . . . . . 8. . . . . . . . . .2. .
67 67 68 68 71 73 77 79 82 83 85 86 87 88 88 89 90 90 91 92 92 94 95
Supplemental Tools 8. Adding stocks to watch list . . 6. . . . .2 7. . . .18 Performance Chart . . . . . . . . . . . . . . . . . . . . . . .
. .15 Resizing Chart . . . . . . . . . . . . . . . . . . . . . .4 8.
.6. . . . . . 109 How To Subscribe ? . . . . . . . . . . 100 Opening workspace ﬁle . . . . .5 8. .4 108
What Are Add-ons ? . . . 108 Beneﬁts of Using Add-ons . . . . . . . . . . . . . . . . . . . . . . .3 9. . . . . . . . . .5. . 103
Workspace . . . . . .1 8. . . . . .6. . . . . . . . .4 8. 103 Reporting Error . . . . Adding. . .5 8. .3 8. . . . . . . . . . . . . . . . . . . . .
Managing Portfolio . . . . . . . . 102 Renaming a workspace ﬁle . . . . . . . . . . . . . . . . . . . . .1 8. . editing & removing notes . . . . . . . .7 8. . .2 8. . . . . . . . . . . . .
96 96 97 97 98 99 99
Notes . . Managing portfolios .5. . .2 8. . . . . . . . . . .1 9. 105
8. . . . . . . . . . . . . . . . 108 Add-ons Available .1 8. . . . . . . . . . .6 8. . . . . . . . . . Buying a stock . . . . . . . . . . . .TABLE OF CONTENTS
8. . 101
Custom Indices . . . . . . . . . . .4. . . . . . . . . . . . . . . . . . . . . . . . .8 8. . Retrieving notes all-at-once . .2 8. . . . . 103 Searching or ﬁltering workspace ﬁle . . . .6. . . . . . . . . . . . . 100 Managing transactions . . . . . . . .2 9. . .7. . . . . . . . . .3 8. . . . . . . . .7. .7. . . .7. . . . . .3 8. . . . . . . .2 8. .4. . . 103 Removing selected workspace ﬁle . . . . . . .9
Selling a stock . . . . . . . . . . . . . . . . .
Managing holdings . 102 Saving as workspace ﬁle . . .7. . . . . . . . . . . . . . . 107 9 Add-ons 9. . .10 ChartNexus News & Announcements . 110
. . . . . . . . . .
. . . . .1 For Newcomer . . . . . . 113 10. . . . . . . . . . . . . . . . . . . . . .5 Data Issue (download/update/adjustment) . . .4 Connecting To Server . . .6 Reporting Error . . . . . .2 Login And Password . . . . . 116 11 Keyboard Shortcuts 12 Glossary 13 Graphical User Interface (GUI) Glossary 119 121 145
. .3 Setup Or Installation . . . . . . . . . . . . . . . 114 10. 112 10. . . . . . . . . . . . . . . . . . . . . . .TABLE OF CONTENTS
10 Frequently Asked Questions (FAQs)
10. . . . . . . . . . . . . 111 10. . . . 115 10. . . . . . . . . . . . .
• New: Support 3 selections of languages. • Enhancement: Change default working folder as ”ChartNexus” rather than ”. e. portfolio. • New: ChartNexus V3 is launched with JNLP. indicator templates). Vietnam and Taiwan. Linux. English.Release Notes
ChartNexus Version 3. Mac OS X. • New: Price adjustments can now be turned on/off. watchlist.g. supporting direct execution of ChartNexus program from other OS.ChartNexus” for higher compatibility in some operating systems. Simpliﬁed Chinese and Traditional Chinese. making backup and restore simpler as well as less prone to corruption. • New: [XPertTrader] Added ”Ichimoku crossing rule”.0. Philippines. 1
. etc. China. • Update: Change of bid size for KLSE (Bursa) market. Thailand. ”Position of Price and Lagging Span”. • Improvement: Better storage method for user ﬁles (e. • New: Added Risk-Reward Ratio calculator. i.e.6 contains the following changes: • New: More market data added from other countries.g.g. e.
TABLE OF CONTENTS
• Improvement: [XPertTrader] Candlestick library will now load faster and more robust. e. • Fix: Corrected chart display for users in other timezone. ChartNexus Team
. GMT-8 (US) or any other regions.
Happy Charting !
Always Our Best.g. • Fix: User login process was wrongly reporting about ﬁrewall being turned on.
They use TA to better understand market behavior (or rather the collective human behavior) to uncover opportunity or shun potential losses. fund managers around the world in their short-term. it became clear that we can visualize and observe the action going on. This has lead to the adoption of Technical Analysis (TA) which includes charting. In the interesting world of equity market where the law of supply and demand dictates the direction of an equity instrument (e. various forms of simple and highly sophisticated technical indicators. Emotions 3
. In any case. And then there are cases when both parties decide to stay on the sideline due to lack of interest or fresh leads. is because we human are emotional creatures and can be easily affected emotionally. when we plot the chart based on the opening and closing price and the volume transacted. of course as to what is really going on. Another reason why TA has been gaining popularity. a well-known adage that speaks the virtue of picture and the wealth of information that it contains and conveys. mid-term or long-term investment decision-making. Japanese candlesticks among investors and traders.Chapter 1
“A picture speaks a thousand words”.g. stock) and the market where the buyer and seller often wrestle with each other on the price of the equity. that is still open for interpretation.
Using Technical Analysis as the underlying basis for the charting tool. set up your own parameters for the indicators instead of using the default settings and many other features. you can chart your way to success!
1. By employing TA and having them implemented in computer programs.1. Designed for investors.
. we can automate and eliminate the emotion out of the decision making. Hence. It allows you to chart the trend of stocks based on stock price action.1
What Is ChartNexus ?
ChartNexus is a stand-alone. ﬁnancial charting software used for analysing the behaviour of the stock market. • History repeats itself. traders who want to use functionalities with ease.1. TA is based on the following three premises: • Market actions discount everything. ChartNexus provides you with a set of indicators and annotation features. • Prices move in trends. With its user-friendly graphical user interface and easy navigation. you can chart stocks that you’re interested in different chart types. you can then make better prediction of the targeted price for buying or selling stocks. Quoting from the famous John Murphy (Philosophy of Technical Analysis). What Is ChartNexus ?
such as fear or greed often make us susceptible to irrational exuberance or even excessive gloom. we believe that equipping you with the prowess of technical analysis at your ﬁngertips.
we will change it. re-code it. If a feature is too hard to use. you probably can come up with more once you started using it: • User-friendly We are crazy about usability and aesthetics. Having a practical.2.
Why Use ChartNexus ?
These are just some we could think of. re-layout. Why Use ChartNexus ?
Figure 1.1: ChartNexus charting window. intuitive and easy-to-use tool is all that matter. whatever it takes to make it work.
Figure 1. • Online or ofﬂine mode With ChartNexus. • Drawing toolbox Drawing toolbox provides you with a set of tools for annotating. Why Use ChartNexus ?
• Power to customize ChartNexus comes with a set of customizable and commonly used technical indicators (i. • Latest updates and ﬁxes automatically detected To ensure that you are always using the latest version and with all the bugs ﬁxed.
• Data automatically downloaded Daily EOD is automatically downloaded to your computer when you connect to our server. You don’t have to worry about server not available anymore.1. trend-lines drawing capabilities (i.2: Drawing toolbox for you to annotate and draw lines or shapes on your chart. In fact. Upgrading have never been so easy. there is almost no need for you to stay online. formating and then organizing it. With ChartNexus installed on your computer.e. MACD. Fibonacci lines). you can chart anytime. ChartNexus will automatically check for updates when you connect to server and prompt you to install when there is updates or ﬁxes available. drawing lines. You don’t even need to bother about getting the data. you can use it in online or ofﬂine mode. shapes and adding text on to the displayed chart. anywhere as you please.e. You can customize the parameters for all the indicators included. except for the case when you need to get the latest data or updates. arrow lines.2.
.3: Workspace panel to allow saving of chart state.1.2. With our portfolio manager.
Figure 1. Why Use ChartNexus ?
• Customise and share your work Using the (Capture Chart) option. borders etc. You can also create the brokerage fee proﬁles.) ! • Save your work With ChartNexus. you can export your charts in any sizes that you want and share your analysis work with your friends. You can change the color scheme of the chart too (background.
• Watchlist and portfolio management You can create your own watchlists to keep track of the stocks that you are monitoring. family members or fellow investors on the web. you can manage your portfolio. you can save your analysis on charts (Workspace) and create your own investment notes (Notes) in ChartNexus for future references. title.
No money can ever reverse back your time lost. Why Use ChartNexus ?
Figure 1.2. If you face problems or inconvenience. this makes us think and develop ChartNexus to ensure it’s usable.
• Developers are users Why is this important ? Well. Choosing the right software that works for you is important ! We are dedicated to make ChartNexus the right software just for you.4: Portfolio management.
. • Save time and money Time is priceless.1. we will encounter the same too so you can assured that we will resolve or improve it.
technical indicators or general rules. how do you go about in developing your winning formula in the stock market? In ChartNexus. we also offer a collection of advanced. value-added tools on monthly subscription basis which we called Add-ons. In fact. We will incorporate your feedback after our rounds of deliberation. This is how we ensure ChartNexus gets better !
1. you can then apply it to Stock Screener to screen for potential stocks. These Add-ons include ChartNexus XPertTrader.3. Stock Screener and Backtester which allow you to screen and test by candlesticks patterns. we are always keen to get your feedback and criticism.1. Develop Your Winning Strategy
• We are always listening We love sharing and we want you to share with us too. First. You will then be able to determine the results of your trading rules and reﬁne them until you obtain satisfactory results.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. there are Rules Composer. With the tested rule. 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. In ChartNexus XPertTrader. historical data and with more coming.
. So. besides the base system that we provide with the essential tools.
If you are unsure of how to apply the technical indicators or any rules effectively. Develop Your Winning Strategy
We organize regular walk-in-workshop or seminars to explain and demo ChartNexus and its features especially on ChartNexus XPertTrader. you will be able to develop your own winning strategies.
. We believe that with a little help from us. backtest and screen .5: ChartNexus XPertTrader .create rules. take charge of your ﬁnancial future and not depending solely on others’ predictions or hearsay.1.3. you are welcome to attend any of the workshops and seminars to horn your skills.
1.chartnexus.php. Develop Your Winning Strategy
For more information on Add-ons. For more information on Events & Workshops.com/events.3.com/products/addons.chartnexus. please visit http://www.
. please visit http://www.
We tried our best to simplify and the installation as easy as possible. download and install ChartNexus following these steps: 1.Chapter 2
In this chapter.chartnexus.
2. However.1. Sign up for an account Sign up for a free account at http://www. should you have any further questions or any problems during the installation process.1
To get ChartNexus up and running as quickly and easy as possible.2
Sign Up Free Account
Once you have checked that your computer system fulﬁlled the system requirements listed in Table 2.com which 12
.8. we will guide you on how to quickly set up ChartNexus. ensure that your computer system meets the following requirements:
2. check out the various resources listed under Section 2.
you will able to enjoy many features from ChartNexus.2. Click on the link to activate your account. an email containing the activation link will be sent to your email account that you have registered with us. You may want to check inside your junk mail
.1: System requirements.2. 2. managing your own portfolio. Sign Up Free Account
Java Runtime Environment (JRE) / Java Development Kit (JDK) Speed of Processor Memory (RAM) Display Resolution Hard Disk Space Peripherals Internet Connectivity
JRE or JDK 1. Activate your account After signing up. indicator templates and saving charts. e. simply download our bundled installation kit from our web site.
will be used for downloading the daily end-of-day (EOD) stock data to your computer. Pentium 1GHz or equivalent upwards At least 512 megabytes (MB) RAM Super VGA (1024 x 800) or higher At least 500MB Mouse and keyboard Used for downloading stock data.g. With this free account.5 or higher version. The connection can be broadband/dial-up
Table 2. If you are not sure whether your computer has this.
you will be presented with an installer dialog window starting with a language selection (Figure 2. and launch ChartNexus setup to install the software program at your machine.
.1. Select your preferred language and press ’Continue’. Installing ChartNexus Go to the our web site http://www.com/products/ download.2. Installing ChartNexus
folder in case you didn’t receive the mail.
At the beginning.chartnexus.com/products/ download.1: The Download Page of ChartNexus.3
Go to the ChartNexus web site at http://www.2). and you should see our download page as shown in Figure 2. 3.chartnexus. Click on the download setup button to launch the installer.
2.php.php.3. See more in following section.
For the ﬁrst launch.2.3. Installing ChartNexus
Figure 2. you must select ’Upgrade Now’ to allow installer to download the ChartNexus software program.
Next.2: Language Selection Dialog at the Beginning of Installation. you will be prompted a software update window.
2. you will be prompted with the data folder selection dialog box (as seen in Figure 2.3: Autoupdater will automatically check for the latest updates or ﬁxes and prompt you to install.4). Setting Data Folder
Setting Data Folder
In the next screen of installation.
Simply go to menu Help / Change Data Folder (Figure 2. For existing users of ChartNexus from Version 2.5).4.
If you are a new user.4.4: Data Folder Setup. Please ensure that this folder is writable. you are recommended to change this data folder to your existing 2. Setting Data Folder
Figure 2.4 again.4 data folder. you are recommend to keep it as default or any other folder you want to store data ﬁles. After the installation. you will be promted the box again. you may still call the data folder selection box out. so that you can reuse your ﬁles and data from 2.2.
5.2. Refer to the Chapter : Working With Data under the section Login to Data Server 5. Once you start ChartNexus.6).5
After you have selected (or use the default) data folder.
.5: Data Folder Setup from Menu
2. Starting ChartNexus
Figure 2.2 for the steps to update your data to the latest date. login with the free account that you have registered on our website. you will be presented with the User Login Window (see Figure 2.
it will check for any latest updates including latest version. you need Java Control Panel which is accessible from Control Panel in Microsoft Windows (see
.) will be retained. Upon each launch of ChartNexus.3). portfolios etc.6
Upgrading ChartNexus is a breeze. To clean existing ChartNexus installation from JWS.
2. CharNexus is installed and launched using a Java technology called Java Web Start (JWS).0.6. Upgrading ChartNexus
Figure 2. Please use back your same account to login once you have upgraded.7
Uninstall ChartNexus from Cache
Since Version 3.6: User login window.2. Your previous settings (including watchlists.
2. NOTE: You do not need to register another new account. bug ﬁxes and prompt you to install (Figure 2.
9).7) or Spotlight in Mac (see Figure 2.8). click on the ’View’
.8: Launch Java Preferences with Spotlight in Mac
Once you are in Java Control Panel (see Figure 2.
Figure 2.7: Control Panel with Java Icon in Windows
Figure 2.2. Uninstall ChartNexus from Cache
Uninstall ChartNexus from Cache
button under ’Temporary Internet Files’.
Figure 2.9: Java Control Panel View
.7. You will be brought to Java Cache Viewer (see Figure 2.10).2.
1.10: Java Cache Viewer Panel
Then.chartnexus. We highly recommend ! 2.
2. video clips.8. select ChartNexus entry from the cache list and click on the ’Remove’ or ’Delete’ button to remove the cache.2.chartnexus.com/support contains questions and answers that are commonly asked by our users. Getting Help
Figure 2. Frequently Asked Questions (FAQ): http://www. Online Documentation & Video Clips: http://www.com/learning contains many learning resources including articles. 3. Forum: You are invited to post your questions and comments on our forum at
. newsletters etc.8
We are always standing by to help you with any problems that you encounter while using ChartNexus.
No. Level 20. Getting Help
http://www. Walk-in-workshop: We organize regular walk-in-workshop to explain and demo ChartNexus and its extra features. please use the form at http://www. Monday to Friday Office Address : Suite A-20-13A. Singapore 079716. Jalan Bangsar Utama 1. Menara UOA Bangsar. GMT+8:00.
. 59000 Kuala Lumpur. Malaysia Phone : (60)3 2287 5968 Fax : (60)3 2287 5964 Business Hour : 9:00am to 6:00pm.chartnexus.com/support/contactus. to contact us. 4.8.com/forum where we share with our community of ChartNexus users. Email: If you are unable to ﬁnd the answer to your problem.2. Realty Centre.php# cform.chartnexus. Fax and Address: Singapore Phone : (65)6491 1453 OR 6491 1454 Fax : (65)6534 9928 Business Hour : 9:00am to 6:00pm. #10-01. GMT+8:00. Guaranteed within 24-hour reply ! 5. 6. Be sure to check out our announcements. Malaysia. Monday to Friday Office Address : 15 Enggor Street. Telephone.5.
When you ﬁrst run ChartNexus after the setup.
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.1. you will be presented with a splash window as shown in Figure 3.
The following information is displayed on the Splash Window: 1.1: Splash Window.3.e.1. 2. The version of ChartNexus that you are using. Name of the company who develops ChartNexus i. 3. Splash Window
Figure 3. This splash window can be accessed later by clicking on Help and then About in the menu.
. ChartNexus tagline. Will auto-hide itself once ChartNexus ﬁnished loading the necessary components. FiNEX Solutions.
Figure 3. Windows ME or Windows 2000).2.3.
Figure 3. Windows XP.2: Screenshot of the main working windows in ChartNexus (NOTE: it will look slightly different in Windows Vista. Working Windows
3.2 shows the main windows you will see after the splash window (dis)appears. Windows 9x.
3. Menu Bar . Drawing tools . Each of the menu items contains a particular function. Chart area . Menu Bar
These are the panels or windows that you will see when you ﬁrst launch ChartNexus. 5.3:
.When you double click on a name of an equity in Listings. The Menu Bar or simply menu shows categorized list of menu items available in ChartNexus. 3. Tool Bar .Quick access to functions in ChartNexus. 6.3. use your mouse and left-click once on the desired menu item as shown in Figure 3.
3. They may or may not appear subsequently based on how you have conﬁgured as ChartNexus will remember your preference. RSI. MACD) available for your usage. You can view the different markets.Access to functions in ChartNexus. 1.This will most likely be your starting point. Indicators . different categories and the corresponding equity based on alphabetical order.3
You can access the features in ChartNexus through mouse-clicking or by using your keyboard. 2.One click access to the drawing tools to annotate.List of indicators (eg. draw shapes or lines. News Bar . 4. 7. Listings & Watchlists . To use a particular feature/function. Partial listing only as compared to what are found in Menu Bar. the chart of the equity will appear here.This panel display announcements or news from us including latest or earlier ones.
To make it anchor back into it default/original location. you can use keyboard combination key or what is termed as accelerator key or shortcut key to conveniently and quickly invoke certain function. Tool Bar
Figure 3. you can click on the Close menu item to close the current selected chart. just click on the X button found at its top right corner.3: Accessing the menu bar and menu items. Alternatively. Example: pressing the control key (CTRL) and the key ’W’ on your keyboard will close the current/selected chart.
Tool bar gives you one-click direct access to some of the more commonly used functions.
For example to close a chart.
. You can click and hold on it to drag it out from its current position and make it ’ﬂoat’.3.
top % losers etc. Besides these. You can also browse through the list of equity (stocks.
Figure 3. From here.6 Listings.) will be shown once you double click on any of the equity name found in the 3. you can switch around to the different market data available to you. categories e.4: Accessing the drawing tools toolbox.
3.3.) arranged by alphabetical order.7
This is where the equity (stocks. Drawing Tools
3. You can track your favourite equity or you can have easy access to the equity that you have just viewed.6
Listings & Watchlists
This will usually be your ﬁrst point of access. top % gainers. Double click on any of the equity name and the corresponding chart will be shown in the 3. top movers.5
The drawing tools toolbox lets you draw shapes.5. warrants etc.7 Chart Area. draw lines. the watchlist management tools are also located here. add annotation and more on to your chart.g. warrants etc.
data news (in the event of any interruption). This may include events news. News Bar
3. New news item will appear in orange and indicated with the word NEW.
. major announcements or PR news and so on.3.8.8
News bar displays announcements and news from us. 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).
please see the subsequent chapter on Working With Charts. we will introduce you to the functions available for managing the windows in ChartNexus.
. The windows will also auto-adjust their heights when you try to stack them at the left corner. Pressing the key ’Esc’ on your keyboard will also close the opened window.1
Open Or Close Window
The control buttons to show or hide windows are located in the Menu Bar or Tool Bar.
4. To close the window. We have introduced the ’sticky’ or magnetic window into ChartNexus to let you easily manage your window. you can also click on the ’X’ button located at the top right corner of the window. Click on the menu item or tool bar button to show or hide the window.Chapter 4
In this chapter. For managing your opened charts.
To restore the normal window size.2.1.
Figure 4. click on the Window menu again and then click Windowed Mode as shown in Figure 4. click on Window menu and then Full Screen Mode. Adjust Window Size
4.1: Drag and hold the edge of the window to resize the window.4. move your mouse cursor to the edge of the window as highlighted in Figure 4.2
Adjust Window Size
To adjust the size of the window.3
To show ChartNexus in full screen.2.
4. Move Window
Figure 4.3: Drag and hold the title bar to move the window around.4
.4.2: Click to enlarge the window to be full sized or normal size.
the Listings. Click once more to undo.
. click on the arrow button. please go to the Menu Bar and click on the name of the window that you want. Minimize Window
To show a closed window or hide an opened windows.5.4: To minimize the window.5. Indicators and Workspaces windows are shown. In Figure 4.5
6. Indicators.g. Workspaces etc.4.5: To show or hide a window..
4. Always-on-top Window
Figure 4. See Figure 4.
. click on it to show/hide or click once more to hide/show it.7
By clicking on the pushpin located at the top right corner of a few windows e. Listings.7. you can enable or disable the window to stay always-on-top or otherwise by clicking on it once or twice.
6: Clicking on the pushpin to enable the window to stay always on top or otherwise.
4. Arrange Windows
Figure 4. to enable fast and easy management of windows. we introduced ’magnetic’ or ’sticky’ window.
.4. which will automatically glue the windows together when you move them close to each other.8
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.8. Windows will also auto arrange their size.
On top of that. how you can (re)install the data if required and ﬁxing them if necessary. Data is automatically downloaded and updated every trading day. how you can obtain them.
5. we provide adjusted (see 5.2) end-of-day (EOD) and historical data.1.1.1
Information On Data
We try to provide as much data as easily available to you. saving you the hassle to worry about updating and formatting your own data.1
Market data available
We currently provide EOD data and historical data only and do not support real-time data. we will look at what are the market data that comes with ChartNexus.
5. In this chapter. ChartNexus uses proprietary data format. ChartNexus comes free-of-charge (personal use) with EOD data : 37
Working With Data
Data is what makes it possible to plot chart.
NYSE and USINDEX 7.1. 3 years Bursa/KLSE (include both Mainboard and Mesdaq stocks and warrants) 5. Information On Data
1. you may want to consider subscribing to our addons .10-year Historical Data which is adjusted for splits for more indepth analysis. 3 years HKSE 3. 3 years AMEX.
5. 3 years SGX (include both Mainboard and Sesdaq stocks and warrants data) 6. the chart will appear as shown in Figure 5.2
Many data sources. 3 years BSE. Data in ChartNexus is adjusted for splits. We will make announcement on those occassion. 3 years World Indices NOTE: Data is usually updated at around 6:30pm (Singapore local time) daily. If you require historical data.1. There maybe times when delivery maybe late or delayed.5. when stock splits. especially free ones usually do not come with data adjustment and may not give you the true idea of the price of the equity. 3 years JSX 4. We recommend that you update the data after 7pm or later. NSE 2.1:
. WITHOUT data adjustment. NASDAQ.
This will allow the price and volume information to maintain a consistent scale with new data. Information On Data
Figure 5.1: Non-adjusted data with a huge gap distorting the chart.1. a bell icon will appear in the chart as shown in Figure 5.5. When there’s an adjustment event.2:
. either/both previous price and volume data values are adjusted to match the new valuation.
WITH data adjustment.
both volume and price are adjusted
. Information On Data
5. Move your mouse over the bell to see the description of the event.2: Adjusted data closes the gap and indicated with a bell icon.3
Data adjustment events
These are the events that we will adjust the data: 126.96.36.199. Bonus Split . Name change of companies 2.
. To bring up the Price Adjustment Setting Window. hence don’t be alarmed if you ﬁnd that our data is signiﬁcantly different from other data sources as they might not adjusted. click on the Price Adbutton on our Menu Bar.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. Information On Data
3.5.1. You can use Price Adjustment Setting Window to turn off (and turn on) individual type of adjustments. Rights Issue .both volume and price are adjusted 4.
5. Right Issue. justment Setting Yout will be presented with the Price Adjustment Setting Window (see Figure 5. etc.1.4
Data Adjustment Settings(On/Off)
ChartNexus charts are by default adjusted for Bonus Issue. New Par .
Apply .3: Price Adjustment Setting window.
.To disable all types of adjustments.To apply your change.1. 2.
1. Disable All . The change in setting will not be applied to existing charts which are opened. Information On Data
Figure 5.To enable all types of adjustments. Enable All .5. but to the new charts to be opened. 3.
Login To Data Server
ChartNexus can operate in ONLINE or OFFLINE mode. you will be presented with this login window (see Figure 5. Login To Data Server
5.4). 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. When you start ChartNexus for the ﬁrst time. If you set the option to let ChartNexus to remember your login information.
1. this window will not appear subsequently and you will be auto-connected to our server.4):
Figure 5.5. Type in your
.4: User login window.2. button on our
You will be presented with the User Login Window (see Figure 5. 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. To bring up the login window.This is your login information. click on the User Login Menu Bar. Login and Password .
5.3. Downloading or Updating Data
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 using 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).
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
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, ChartNexus will auto adjust it to the latest.
Forcing Data Download
You can also force data download (though not required) by clicking on button on the menubar. Conthe Download Latest Data From Server 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
Figure 5.6: Connect to server button. Click it to start or to stop data from downloading.
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 connection setting. This will allow you to key in your own proxy server address and port number.
7: Network connection conﬁgurations when you encounter connection problem especially behind proxy server or ﬁrewall.
5. we have only included in the setup package some of the market data that we mentioned earlier in this chapter’s introduction.5. sometimes you may
.6. Later on. You will need to install them.6
When you ﬁrst install ChartNexus. (Re-)Installing Data
you will be presented with the market data installer as shown in Figure 5.7.8: Installer or re-installer for the various market data. the year/duration of the market data may vary.
. For free user. For subscribers.5. we provide 10 years of market data.
NOTE: Depending on whether you have any subscription with us. When you ﬁrst started ChartNexus.8. (Re-)Installing Data
want to re-install the market data and this process describes for both installing and re-installing 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 5.6. we only provide you with 1 year data.
Next. and causing problem when displaying your selected chart. 4. click on Fix Corrupted/Missing Data. 3.7
Sometimes due to problem with the connection or some issue with downloading or possibly problem at our server end. 1.9. Select All stocks and Reinstall market data (assuming if you want to (re)download the entire market data. button. Fixing Data
Once you see the Market Data Installer (refer to Figure 5. In the Menubar. Select the market that you want (re)install by clicking on the 2.
. 2. Click on the Go button. To ﬁx this.7. 5. click on Help.5.8).
5. 1. A window will appear as shown in Figure 5. the data may be corrupted or missing. Click on Install Market Data button. Otherwise you can just select a particular stock before proceeding further.
10. Changing Data Downloading Settings
Figure 5. refer to Figure 5.8
Changing Data Downloading Settings
Data is automatically downloaded a few seconds after you start ChartNexus.
NOTE: If using this step does not resolve your problem.9: Fixing corrupted or incomplete data for an equity.
. You can change the download setting. please drop us a mail.5.8.
10: Data downloading settings. Use this to set the order of data download and whether to download the particular market data.8.5. Changing Data Downloading Settings
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.
Close prices).1: Charting area.Name of the equity (stock. 3. Indicators Selected .
1. 4. Market & Equity Name .53
Figure 6. Low.) and to which market it belongs. Market & Equity Name .Displays the OHLC (Open.Shows the indicators used in the chart and the shorthand description of the indicators’ settings. High. Indicator Panel . 5.Indicator panel showing the indicator selected. warrant etc. volume and the change in % from previous session close. Overview .Name of the equity (stock. warrant etc.) and to which market it belongs.
2: Double click to open a chart.Contains the settings for the chart : daily.) found in the Listings .
Alternatively.2).6. bar.1. warrants etc. Chart Settings . Opening and Closing Stock Chart
6. double click on any name of the equity (stocks. see Figure 6.
Figure 6.1. save chart as workspace.1
6. right click on the name of the equity and a pop up menu will be shown. weekly data.
Opening and Closing Stock Chart
To open or show a chart (see Figure 6. line or candlestick display. color settings. click on Open chart.
If an equity opened for the ﬁrst time.2
To close a chart. click on the X button located at the top right corner of the chart window. right click on the equity and then click on Open New Instance. then you will be presented with menu (a) otherwise if the equity chart is already opened.2.2
Tiling Chart Windows
In a multi-window environment. you will see (b) menu instead. you can view 1 chart or multiple charts simultaneously. often to perform comparison.3: Right click on an equity and a pop up will be shown. You can set to arrange your charts: • 1 chart at a time • 2 charts with one on top of another
. see Figure 6.
To open another instance of the same equity.6. trendlines etc. in two separate windows. Tiling Chart Windows
Figure 6.1. for example you may want to compare for the same equity using different indicators.
Price and Volume
• OHLC (open.
. high low.3.
You can view the price in linear or logarithmic scale.4: Viewing and interpreting price and volume of equity. Default is set to linear price scale. Price and Volume
• 2 charts side by side • 4 charts
6.6. close).5. 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. Refer to Figure 6. Click to select whichever you prefer to use.
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 window. Viewing in Different Time Frame
a) Candlestick Chart (selected by default)
.6: Display charts in different views : daily.5
Viewing in Different Chart Types
You can view all the stock charts in three different forms.
6. Bar chart and Line chart. weekly and monthly.7: Candlestick chart.5. namely Candlestick chart. Viewing in Different Chart Types
Figure 6. The buttons are located at the bottom left corner of the chart window.6.
6. High. we want to draw lines. Adding Comments and Drawing onto Charts
b) Bar or OHLC Chart
NOTE: ChartNexus will automatically remember the chart type that you have selected and loads it the next time when you start.9: Line chart.
. we just want to add our own comments to the charts.6.8: Bar or OHLC (Open. trendlines or even add arrows to the chart.6. At other time. Low.
c) Line Chart
Adding Comments and Drawing onto Charts
6.10). Fibonacci Tools
You can ﬁnd a myriad of drawing and commenting tools available in the Drawing Tools box usually located just above the chart window (see Figure 6.6.7
No charting tool would be complete without the Fibonacci arcs time and retracements .
.10: Adding comments and drawing shapes. fan .
oval. circle to your charts by using the buttons and respectively.25
.11: Chart with ﬁbonacci tools.6. You can tweak the background color of the oval shape by adjusting the brightness level. squares.8.8
You can add rectangles.
6. Drawing Shapes
Figure 6. refer to Figure 6.
6. Fibonacci fan. time etc. left-click your mouse and drag the chart item to desired position.13.9. What if you have added at a wrong position and you want to move it or position it differently? As shown in Figure 6. The same can be done to move percentages shown in Fibonacci Tools chart items.9
Repositioning Chart Item
In the previous sections. comments. Repositioning Chart Item
Figure 6. rectangle boxes. we have shown how you could add lines.12: Adding shapes to your charts. 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.6.
Figure 6. Alternatively.10. left-click on the item and press the Delete on keyboard.14: Eraser buttons. 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. Removing Chart Item
.13: Repositioning chart item.6. move the mouse pointer over to the chart item.10
Removing Chart Item
To clear or remove an added chart item.
use the zoom button to control the level of details.12
To zoom in (enlarge details) or zoom out (lessen details).
. i) Zoom In Drag and hold a region of the chart to zoom in to increase the details (see Figure 6.
ii) Zoom out Right click on the chart to decrease the details OR to use shortcut key. press the ’+’ key.11.6.15: Selecting a period to zoom in.15 OR to use shortcut key. press the ’-’ key.11
Redoing and Undoing
button to repeat or undo the
Clicking on the Redo button and Undo action that you have carried out.
6. Redoing and Undoing
For more shortcuts.13.
. Alternatively. you can use the vertical scrollbar to do that. please see Appendix 11. see Figure 6.17: Toggling the scrollbar to turn on scrollbar or otherwise (chart size and indicator size will be automatically adjusted).
To control the scrolling of the indicators panel and chart size in the chart panel.6.16: Zoom in and out buttons added to make it easy to zoom. Toggling it will turned off/on the option.
Figure 6. you can use the zoom in/out button found at the scroller.
6. see Figure 6.
. you can also use keyboard shortcut keys to activate the same functions.14.14
Charts are plotted over a period of time. you will need to click once on the chart area so that the shortcutkeys can be registered. In ChartNexus. click on (1) or (2) respectively .
Figure 6. However.1
Navigate forward or backward
To move forward or backward in time.18) until the cursor changes to a palm cursor then click and hold it to drag forward or backward.18: Navigation bar to let you scroll the chart forward or backward AND zoom in/out AND view in a particular period. change viewing period etc.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. For more shortcuts. Navigating Chart
6. by using the navigation bar located at the bottom right corner in each chart window. you can conveniently navigate forward. Alternatively.14. please see Appendix 11.18.
Enlarge or shrink viewing period
To enlarge or shrink the period in view.18) and then click and drag to change the period in view. move your mouse cursor over to (3) or (4) (see Figure 6.15. 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 6.14. Resizing Chart
To adjust the size of the chart.19: Shortcut keys available for chart navigation.20 (colored in red).
Changing indicators colors
First.6. Changing Color Settings
Figure 6.16. click on ”Edit” button in the Indicators Window
.20: Resizing chart manually.
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.
.16.21: ”Edit” button for change of indicator parameters & color
Next. Changing Color Settings
Figure 6. For eg: MACD. click on the indicator name.6.
6. Changing Color Settings
.16.22: Selecting indicator in Indicators Parameters Settings Window
Then. click on the color settings box and change to the preferred color.
6.16. Changing Color Settings
Figure 6.23: Changing color in Indicators Parameters Settings Window
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:
6.16. Changing Color Settings
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:
6.16. Changing Color Settings
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.
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 Minitoolbar. button (see Figure 6.24) located at the
Next, click on the Chart Colors tab. You will see the following (see Figure 6.27 and Figure 6.28):
Changing Color Settings
.27: Chart color settings panel.6.16.
7. 4. Click on the color palette to edit them. Click to access help documentation.
1. 3. 5. Remove selected theme. Click on this option to enable auto conﬁgurations of all option listed below it. Drop-down list containing all your saved themes.6. Changing Color Settings
Figure 6.28: More options for changing color settings. 2. Save your favorite color settings under a theme name.16. Import/Export your theme. 6.
See Figure 6. Select individually your desired color conﬁguration or click on Auto Adjust to let the system determines it automatically. labels. border color.29: Chart colors settings.
. Changing Color Settings
8. You can customize the various options available including chart title. background colors.16. candlesticks color.29 for the illustration on the various settings. remove and export) so that you can adopt various color schemes. grid color and so on.
We have also added the function for you to save the color scheme in various color themes where you can manage them (create.
6. Capturing and Printing Chart
6.17. 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.
Capturing and Printing Chart
You can save all your comments/annotation. lines etc.
7. then you will need to use what we called Workspace. Referring to Figure 6.6.
. see the Workspace section 8.30: Capture chart and save to computer.
NOTE: if you want to save the state of the chart within ChartNexus.30. Capturing and Printing Chart
18. You can also customize to the size that you wish to. you can always use the capture chart method (see section 6.
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.31. Click on Save To Computer button to specify where the chart should be saved. Of course beside printing directly. Click on the Capture Chart button located on the Menu Bar. 3. The Capture Chart window will pop-up. Choose from the drop-down list the image size you wish to save. 2. Performance Chart
1. You can achieve them with Performance Chart.6. click on the Send Chart To Printer button at the Menu Bar as shown in Figure 6.
6.17).31: Send chart to printer for printing. To print a chart. 4.
Under Listings window. 4.32: Performance chart for comparison between index against stocks or stocks(s) among each other. 3.
1. move the mouse pointer onto the Equity Name and then click on the close(x) button. move the Reference Line by clicking on the line then drag
. The Performance Chart window will appear. click on the equity to set the particular equity as reference for comparison. Performance Chart
Figure 6.18. To set the Reference Line to indicate a particular point in time to begin comparison.
2.6. Click on the Performance Chart
button located at the Menu Bar. To remove an equity from 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. 5.
.18. Performance Chart
to a desired reference date.6. When you click on the Performance Chart.
You can easily access them in the Indicators list : 1.com/ 9. Guppy Multiple Moving Average (GMMA) For details.guppytraders. Ichimoku Kinko Hyo 10. Bollinger Band 5. Commodity Channel Index 6. please visit Daryl’s http://www. Commodity Channel Index (CCI) 8. MA Envelope 11. Accumulation/Distribution 2. Moving Average Convergence Divergence (MACD) 82
. Average True Range (ATR) 4. Average Directional Index (ADX) 3. Chaikin Money Flow (CMF) 7.Chapter 7
ChartNexus comes with some of the most commonly in use indicators.
On Balance Volume (OBV) 16. Williams %R We have prepared tutorials on the various indicators with the theory and also samples on how to apply the indicators. Price And Volume Trend (PVT) 18. Moving Average (MA) 15. Parabolic Stop And Reversal (Parabolic SAR) 17. Rate Of Change (ROC) 19. Smoothed RSI 21. Relative Strength Index (RSI) 20.com/learning
7. Click on the button if the Indicators window is not shown. Please visit http://www.7. Applying Indicators with Indicator Templates
12. Volume MA 23.
Applying Indicators with Indicator Templates
To access the Indicators: 1.chartnexus. Money Flow Index (MFI) 13. Momentum 14. Stochastics 22.1.
Figure 7. you may add/remove any indicator with the checkboxes. ChartNexus will create 4 indicator templates by default.No Indicators -’.No Indicators’ template. You may also create more indicator templates by using the Manage Indicator Template button as shown in Figure 7.1: Add or remove indicator to chart. and ’. ’. To hide/remove the indicator(s). To switch to a chart view without indicators. simply switch the template to ’. Applying Indicators with Indicator Templates
2.System Default -’(as seen in Figure 7. click again on the checkbox.Last XPertTrader -’. Click on the desired indicator’s checkbox to show/add the indicator in the chart window.
3.Last Workspace -’.2. Click on this button
. Upon ﬁrst installation.1).1. and the selections will be automatically saved.7. In System Default. namely ’. ’.
7. 3. The Indicators Parameters Settings window will appear. Changing Indicator Parameter Setting
and select New Template to create more template as you need.7. 2. Click on the indicator that you want to change. Change the value for the parameter(s) available.3): 1.2: Managing Indicators Template. 5.2
Changing Indicator Parameter Setting
To change the parameter setting of an indicator (refer to Figure 7. 4.
Figure 7.2.3). Press the Edit button (see Figure 7. 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. Removing A Customized Indicator
Figure 7. r you will not be able to remove them.3: Changing indicator parameters setting. you will be able to edit or remove it. if you have created your own customized indicator.3.
Removing A Customized Indicator
For the default indicators that we have provided (see section ˜efchp:TechnicalIndicators). If you move your mouse over any of them. the Remove button will be disabled.
Changing Colors Indicators
To remove a customized indicator.7.16
. click on the indicator that you have created and click on the Remove button. To change the colors of the indicators.4
Changing Colors Indicators
You can change almost all the aspects of the color scheme in ChartNexus. please refer to Chapter 6.
see Figure 8. notes and so on. Nonetheless. Use your keyboard and type in e. In this chapter. However. Continue to type in more letters to narrow your search and then press on the Enter key to bring up the chart. the letter H and the list of equities matching H will be shown (either by name or stock code). we have provided a search tool to allow you to search for an equity by code or by name.1. click on Tools and then Search Tool. Stock code that match will be indicated with the phrase (stock code).
In the preceding Chapter 6 on Working With Charts we have looked at what we can do with charting.
You can access all the equities by accessing through the Listings window. we will look at the myriad of tools provided including stock spread calculator. to allow faster access with less click. To access this. in the Menu Bar. we may require various other tools to supplement or enable our analysis work. A dialog box will be shown. portfolio manager.
8.1: Search tool to allow quick search. Pressing Ctrl and F keys will bring up the search tool too. adding stocks and removing stocks to the watch list). Watch List
Figure 8.2 shows how you can manage your watchlist (create.2
For ease of navigation and monitoring. remove.2. Figure 8. You can search by name or code. you can categorize the stocks into different Watch list.
b) Enter the name for the new watch list to be created at the pop-up window. Watch List
a) Click on the Manage Watchlist b) Click on the New Watchlist. a) Select from the drop-down list the watch list you want to remove.2
Removing watch list
To remove a watch list.
8. b) Click on the Manage Watchlist button.2.8.
Creating new watch list
.2.2: Managing your watch lists.2.
c) Click on the Remove Watchlist to remove the selected watch list. d) A conﬁrmation window will appear.
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. a) Right-click on a stock found in the Listings .2.8. Click OK to conﬁrm to remove or click Cancel otherwise.3: Adding stock into watch list.2.
Adding stocks to watch list
To add stock into a particular watch list.
Figure 8. These proﬁles can then be used in the Spread Calculator (see 8. c) Click on Remove Stock to that stock or click on Remove All to remove all the stocks in that watch list.4) or XPertTrader. Brokerage Fee Proﬁle
Brokerage Fee Proﬁle
Brokerage Fee Proﬁle is simple tool to let you key in the various brokerage fees and save them into different proﬁles. 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.4
Removing stocks from watch list
You can remove selected stocks or remove all the stocks at once from a watch list.
8.4: Removing stock from watch list.
8.3. Brokerage Fee Proﬁle
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
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
Spread Calculator lets you easily and quickly calculate trading proﬁts or breakeven point.
8.4. Spread Calculator
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 presented with the calculator (see Figure 8.8). button and you will be
Figure 8.8: Spread Calculator.
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 window will pop up. Enter the desired values and save as a new proﬁle or click on the Delete button to delete a selected proﬁle.
4. the stock’s bid size and number of shares sold.Selling a stock
8.10). click on the Sell radio button under Cost of Shares. Then click on Calculate button and you will see the calculation on your right side (see Figure 8.8. Then click on Calculate button and you will see the calculation on your right side (see Figure 8.9). then click on the Buy radiobutton under Cost of Shares.2
Selling a stock
If you have bought a stock and you want to calculate the possible selling prices for it.9: Spread Calculator . the stock’s bid size and number of shares purchased.
Figure 8. If you have sold a stock and you want to calculate the possible buying prices. Enter the price that you sold the stock.
. Enter the price that you bought the stock. Spread Calculator
Buying a stock
This otherwise known as shorting.4.4.
10: Spread Calculator . editing & removing notes
Each stock has its own Notes panel (see Figure 8.1
.11) which you can write your thoughts or ideas about that stock.8.5.5
Figure 8.Buying a stock
11: A note pad to record your thoughts and ideas.12: Retrieve all your notes all-at-once.12) to let you retrieve all notes simultaneously. simply clear the content. and that’s it. Notes
Figure 8.8. Fortunately.2
Retrieving notes all-at-once
Since each stock has its own notes.
Notes added or edited are automatically saved and viewable every time the stock is accessed. To remove the notes.
.5. there is a Retrieve All Notes function accessible through the Menu Bar (see Figure 8. retrieving them will be unwieldy.
13: Portfolio management tool.6
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 8.8. Managing Portfolio
8.6.6. click on the New button.1
To create a new portfolio.
To remove the newly created portfolio.3
Each holding can have multiple transactions of buy or sell.
8. Click on the stock that you want to add from the Stocks List and then click Add Stock to add to the current portfolio.
8.8.13). click on the Remove button found under Holdings (see Figure 8.6. To remove a stock from the portfolio.6. 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. click on the Remove button. Edit and Remove buttons allow you to edit the transaction details and remove the transaction of the stock respectively. To start adding transaction to a particular holding (stock).2
Each portfolio can contain many holdings. Another way to add a stock to the portfolio is to right-click the stock in Stocks List and choose Add to Portfolio.
8.14: Workspace to manage your saved charts. You can review or re-edit the charts later.7.14 allows you to save all your charts and analysis work on your computer. Workspace
8. indicators added to the chart 2. indicator parameters setting
The workspace panel shown in Figure 8.7
Figure 8. These are the things that are saved in a workspace: 1.
indicator settings and indicators used will also be saved.1
Opening workspace ﬁle
Select the saved chart in Workspace and click on the Open Workspace button (1).
Figure 8. Workspace
3.15: Saving your chart analysis as workspace. annotations. shapes drawn or added on to the chart.
8. drawn items will be saved. Annotation.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 8.8. drawn items
. Besides the lines. You can also double-click on the chart itself to open the saved chart.15).7.7.
Only ﬁles containing the name or letter will be displayed in Workspace panel.8. you can easily create your own custom indices.3
Renaming a workspace ﬁle
Select a saved chart in Workspace and click the button (3) to rename the workspace ﬁle. A message will pop up to conﬁrm with you before removing. warrants etc. Custom Indices
8. Give it a proper name as it will be used to name the index 2.7. Follow these steps: 1.
8.8. click on the button (6).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). Add the stocks.7.
8. To clear the ﬁlter and list back all the workspace ﬁles. In ChartNexus.8
An equity index aggregates and tracks the underlying basket of equities. that you’re interested in into the newly created watchlist
. The basket of equities found in watchlist can be easily converted into an index and shown on the chart. select the chart in Workspace and click on the button (4). Create a new watchlist.4
Removing selected workspace ﬁle
To remove a saved chart.7.
Once ready. Click on the IndexCreator
button and a pop up menu will be shown
4. The equity used to create the index is collated from the selected watchlist.
. You can adjust the parameters to your own preference and then click on “Apply” button to adopt the new parameters 6. Click on “Edit” and the IndexCreator dialog window will appear (see Figure 8.8. By default. equal weightage scheme is used for calculating the index.16: Use IndexCreator tool to create your own index. click “Plot” button to display the index as a chart
Figure 8.8. Custom Indices
We have tried our best to ensure minimal bugs or problems free experience for you when using ChartNexus. Reporting Error
Developing a software is not easy.8.
. You can customize the parameters to your own preference.17: IndexCreator dialog window lets you adjust the different weightage to the basket of equities.
we hope you can report to us.8.18: Accessing the error reporting functions.
Figure 8.9.18). Reporting Error
. click on Report Program Bug(s) to go to our website to detail to us the detailed steps to replicate the problem. click on the Help menu and then click on View Log menu to view . Alternatively. from the Menubar (see Figure 8.
a) Referring to Figure 8. click on Send Log button to send us directly the log. should you discover any bugs or problems. b) If there’s any error message found in the Help Window.18.
you can check the latest news and announcements surrounding ChartNexus. ChartNexus News & Announcements
8.10. seminars). Click on the link to see details.
In this news bar. Announcements on events (workshops.10
ChartNexus News & Announcements
Figure 8.19: News and announcements from ChartNexus.8.
. on ChartNexus and add-on modules etc.
Beneﬁts of Using Add-ons
We adopted this modular.chartnexus.
9. These Add-ons can be subscribed through our website http://www. com/products/subscribe.1 What Are Add-ons ?
Add-ons are extra features or functions which are made available to extend the power of ChartNexus.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. subscription-based approach as we think it will beneﬁt both you (the user) and us (the user and developer).
introducing enhancements or releasing ﬁxes related to the module for free to you for the entire duration of your subscrption period. New versions and features upgrades are free. NSE) 10 years adjusted historical data (one-time fee).9. Compared to one-off-one-timefee charting software. • INDIA (BSE. 3. Money back guarantee. 4.3
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 sophisticated rules. Why pay for software with 80% of the functions that you will hardly ever used ? With our add-on modules. 2. you can mix and match the modules and subscribe to those that you truly need. Add-ons Available
1. we will refund you. As the Market evolves.
9. Changing times require evolving capabilities. It also comes with an editor to let you create your own patterns easily. traders and investors are increasingly employing sophisticated software to assist them in their investments.
. we will keep on adding new features. having a subscription-based software guarantees that you are always at the forefront to explore new capabilities and enhancements.3. Pay for what you need.chartnexus. Since you are on a subscription plan. If within the period of refund (see our subscription policy http:// www.com/legal/software. • XPertTrader Candlesticks : This module includes the commonly used Japanese candlestick patterns. We believe in giving you only the best.php) you’re not satisﬁed or happy with the Add-ons.
chartnexus.php. http://www. For more in-depth details on the various add-ons offered.chartnexus.com/download/getmanual_addons. you may want to download the user manual for the add-ons instead.9. NYSE) 10 years adjusted historical data (one-time fee).com/products/addons. http://www. How To Subscribe ?
• HKSE 10 years adjusted historical data (one-time fee).
How To Subscribe ?
To subscribe to any of the Add-ons (see Section 9.chartnexus. NASDAQ.php. • JSX 10 years adjusted historical data (one-time fee). please visit http://www. • KLSE or Bursa 10 years adjusted historical data (one-time fee).com/products/subscribe. • SGX 10 years adjusted historical data (one-time fee).3).php.4. • ChartMaker : Let you create professional-looking charts easily with superb customization. • US (AMEX. To renew your subscription.
2.chartnexus. I have signed up but yet to receive my activation code in my mailbox. see Section 5. What should I do ? 111
. Upon installing. Where should I login ? The account is for login to our data server using our desktop program. When I tried to log in. this message appeared (usually because used behind proxy/ﬁrewall).2. 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. I’ve already signed up and activated my account. 3. com/products/download.1 For Newcomer
Frequently Asked Questions (FAQs)
10. You need to download and install from (http://www. Please check in the mailbox junk/spam folders of yours OR otherwise contact us (see Section 2.8) to activate your account. you will be prompted with a login window.
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.Socket.net.connect(Unknown Source) You are most likely using ChartNexus behind a ﬁrewall or proxy server in a private network (e.g.chartnexus.10.php 2. OR java.com/users/signupform. Login And Password
Fail to connect to server for user authentication.chartnexus.com at java.net.com/users/get_keyform.5) for more.net.connect(Unknown Source) at java.2
Login And Password
1. See Login To Data Server (see 5. Please see Network settings (see Section 5. Sign up for the free account at http://www.PlainSocketImpl.php and activate your account http://www. I have just downloaded and installed ChartNexus. How can I retrieve it ? You can retrieve your account activation key using this form http://www. 4.UnknownHostException: www.chartnexus.php 3.net. in ofﬁce).Socket.2.connect(Unknown Source) at java.
10.com/users/change_passform. The chart is still not updated or there is nothing shown.php
. How can I change my account password ? You can change your account password using this form http://www.chartnexus.com/users/activate_accountform. I forgot my account activation key.2) for screenshots on how to do it. Why ? You will need to key in your account information that you registered with us in ChartNexus to connect to our server.chartnexus.
How do I upgrade to a newer version of ChartNexus ? ChartNexus will automatically prompt you install if there’s any newer
Setup Or Installation
1.3. de-registering your account will render it useless.com/users/deregform. Is ChartNexus supported on other systems other than Windows ? Theorectically.html. How do I go about it ? You can de-register your account using this form (http://www. ChartNexus is supposed to be able to run on Mac and Linux. Linux or others.chartnexus. type in ”java -version”.php NOTE: if you have an active subscription with us. click on the START button and then click RUN and type in ”cmd” or ”command” to bring up the COMMAND/DOS PROMPT. You should be able to see the version from there. I forgot my password. 3.chartnexus. Nothing against Mac. There are many sites and small utilities which have been written to test this. with enough manpower. However. 2.
10. Setup Or Installation
4.e. We recommend you to use this page: http://javatester. How do I know or check if Java JDK/JRE is already installed on my computer ? In Windows. I want to de-register my account.php 5.org/ version.com/users/get_passform. I am no longer using ChartNexus.10. we are users of these platforms too. so we decided against of totally supporting them until we are able to provide proper support i. Then in the window/prompt. How can I retrieve it ? You can retrieve your account password using this form http://www. since we don’t have a big team to provide proper support for the two platforms.
4. 2. I’m having problem downloading data or connecting to server.5 for instructions. Re-download the setup/installation ﬁle and run it again. Try again later (c) Ensure that you install/upgrade to the Java installation (d) You have no active internet connection. when I was trying to install the setup/installation ﬁle. Click and install .10. Internet connection is needed to download ChartNexus program and stock data. The source ﬁle is corrupted. What happened and what can I do ? Possible reasons include: (a) You are behind a proxy server. 4.
10. ADSL or dial-up connection. You can use ChartNexus in ofﬂine or online mode but you’ll need to go online if you want to update your data. Connecting To Server
version available. See Section 5. What kind of Internet connection do I need to connect to ChartNexus data server ? Broadband. it’s that simple ! See Section 2.4
Connecting To Server
1.6 for screenshots. Check your modem. Do I need to be connected in order to use ChartNexus ? Not required. Ask your network administrator or Internet service provider for the proxy address. I got the error message An error occur while trying to copy a ﬁle. Add www.chartnexus. ChartNexus has been designed to handle missing data if connection breaks.com to you allowed-list of servers (b) Our server is probably busy. any of these is possible... What should I do ? You may have downloaded an incomplete version of the setup/installation ﬁle.
here is the online version (http://www. Data Issue (download/update/adjustment)
4. How long does it take to download historical data ? Downloading of historical prices should normally takes about 1-2 minutes if you update daily. 4. and aren’t allowed to re-distribute or use it for commercial purpose.5
Data Issue (download/update/adjustment)
10.5. Some of charts are not updated with the latest data. Is your data corrupted or having problem ? Our data is adjusted for various events.5 for instructions. 5. Please read our software license agreement again. Otherwise. I can connect from home but I can’t seem to connect from my ofﬁce. then the system may be downloading the past data. Why is the data downloading/updating taking some time ? If you’re ﬁrst time user of ChartNexus. So naturally. The stock data we used are licensed from our data providers. It seems to me that your data differ from other data sources that I’m using. 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. Can I re-distribute the stock data provided ? Sorry.php).com/legal/software. Check out the adjustment events. You can only use it for your own personal usage. 3.7 on how to ﬁx this. Why is this happening ? Is there a bug with your software ? See Section 5. you are not allowed to.chartnexus. Contact us if you have any doubts. Please see Section 5.10. 2. Auto data update is turned ON by default. What should I do ? It could due to incomplete download or corrupted data. it may be because our servers are busy or internet connection is slow at ours or your end. ChartNexus will check for any updates before the download.
please follow this instead: • Click on the Help menu • Click on the Report Program Bug(s) menu item (see Figure 10.2 If you just want to report an error/bug. See Figure 10. which will bring you to our website with a web form
.6. then please follow the procedures : • Click on the Help menu • Click on View Log menu item. How do I report possible error or bug discovered ? If you do not know the error but you suspect there might be one.6
1. Reporting Error
10. See Figure 10.1 • Click on Send Log.1).10.
6.10. Reporting Error
Figure 10. Make sure you have an Internet connection.1: Reporting error to us.
.6. Reporting Error
Figure 10.10.2: Clicking Send Log will send us any information or error listed in the panel to us.
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 features without the need of mouse click. if you prefer. 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.
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
. Of course. you can still access those features through the Menu Bar.
Action Keyboard Shortcut Keys Remove Selected Item Found on Chart Delete or Del Close Chart CTRL + W Print Chart CTRL + P Capture Chart CTRL + C For these keys. Move Backward In Chart < or .
. Action Keyboard Shortcut Keys Zoom In + or = Zoom Out − or Move Forward In Chart > or . you may need to click on the Chart Area to activate the area to be in focus before these keys can work.
the order will go unﬁlled. • Absolute Price Oscillator (APO) Also known as MACD indicator.Chapter 12
We have prepared a list of some of the jargons or words that you may come across in the investment world. the ABI is equal to the absolute value of the difference between the advancing issues and the declining issues. APO is calculated by subtracting a longer-term Exponential MA from a shorter-term Exponential MA. After 121
. This list is by no means comprehensive. • Absolute Breadth Index Developed by Norman Fosback. but it should be sufﬁcient for most common purpose. particular in Technical Analysis. • Above the Market A limit order to buy or sell a security for a speciﬁed price that is higher than the current market price. • Accumulation Occurs when the supply of a security is less than the demand. It shows how much activity and volatility is taking place on the New York Stock Exchange while totally ignoring the price direction. If the market does not reach the speciﬁed price.
He or she performs investment research and makes recommendations to institutional and retail investors to buy. In that case. or changes made by specialists or member ﬁrm after the ofﬁcial close of the market. sell. • After Hours Any trade posting. or hold. Most analysts specialize in a single industry or business sector. adjusting. • Accumulation/Distribution Line (A/D Line) A momentum indicator that relates price changes with volume. • Announcement Date The date on which a company ﬁrst publicly announces an impending stock split.122
a decline in price. • Analysis of Variance A technique used to improve the analysis over regression techniques. well-informed traders and investors may seek to establish or increase existing long positions. the more volume is added to the cumulative total. In the mean time. It relates the closing price to the range of prices (intraday high-intraday low). They usually
. The closer the close is to the high. • Annual Report Yearly report made by a company to its stockholders. a stock may start to base and trade sideways for an extended period. • Analyst A person with expertise in evaluating ﬁnancial instruments. It can be used for identifying relationships between predictor and criterion variables. the stock is said to have come under accumulation. whether the predictor variables are quantitative or qualitative in nature. • Amortization The paying off of debt in regular installments over a period of time.
• Ascending Triangle A sideways price pattern between two converging trendlines in which the lower line is rising while the upper line is ﬂat. • Arbitrage The simultaneous buying and selling of securities to take advantage of price discrepancies. To annualize quarterly ﬁgures. an income statement. This is generally a bullish pattern. Some of these patterns (triangles. you multiply them by four. the price that the market maker guarantees to ﬁll a buy order. a list of changes in retained earnings. • Assets Any possessions that have value in an exchange. A buy order placed at the market will usually be ﬁlled at the current asking (offer) price. • Ask Also known as the “offer”.123
contain a balance sheet. wedges etc. The ask price is usually greater than the bid price. ﬂags.) have good predictive value. • Annualized The translation of periods of less than a year into an annual rate for comparative purposes.
. • Area Pattern A pattern of sideways price movement that follows a stalled uptrend or downtrend of a stock or commodity. and how income of the corporation was used. • 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. Arbitrage opportunities usually surface after a takeover offer.
The horizontal axis represents the passage of time with the most recent time periods on the right side. the ADX line is based on the spread between the +DI and -DI lines from that same system. Welles Wilder. a vertical line denotes the high and low price of the security. Low ATR readings indicate sideways movement by the stock. • Bear A person who believes prices will decline and might be described as having a “bearish” outlook.
. For each time period. Basing may be a sign of accumulation. • Bar Chart A chart of price versus time. Bear markets • Bear Market A market when prices are declining. High ATR values indicate high volatility and may be an indication of panic selling or panic buying. Occur when roughly 80% of all stocks decline for an extended period of time. characterized by a ﬂat trading range without any noticeable trend. • Basing A period where the stock or market is “catching its breath” after a decline. • Basis The difference between cash prices and the futures contract prices. It is common to see a basing period after a lengthy decline of the stock price. • Average True Range (ATR) An indicator that measures volatility of a security. while the vertical axis represents the stock’s price.124
• Average Directional Index (ADX) Part of the Directional Movement Indicator system developed by J. a short horizontal protrusion to the right of the vertical line shows the closing price.
The bid price is usually less than the ask price. If the market does not reach these prices. • Block A purchase or sale of a large number of shares. Examples include DBS. • Bearish The belief that market prices will decline. An investment in a blue chip is regarded as a safe investment. A bear trap is a form of whipsaw and relates to the spring. earnings). public company that is thought to be in good ﬁnancial shape and have sound fundamentals (proﬁtability. Thus trap the bears that acted on the signal with losses. It consists of three bands designed to encompass the majority of a security’s price action.125
• Bear Trap A signal which suggests that the rising trend of an index or stock has reversed but which proved to be false. • Below the Market A limit order to buy or sell a security for a speciﬁc price that is lower than the current market price. the order will go unﬁlled. A sell order placed at the market will usually be ﬁlled at the current bid price. • Bollinger Bands An indicator that allows users to compare volatility and relative price levels over a period of time.
. UOB and OCBC. This term is relative. Prices will often meet resistance at the upper band and support at the lower band. • Blowoff See Reversal Spike-High • Blue Chip A well known. • Bid The price at which the market maker guarantees to ﬁll a sell order.
. It is designed to identify speculative advances that are unsustainable for a long period. a price pattern is likely to continue. • Bull A person who believes prices will advance and might be described as having a “bullish” outlook. 1982-87 and 199599 have been referred to as bull markets.126
• Market Breadth A comparison of the number of issues traded with the number of issues listed for trading. Occur when roughly 80% of all stocks advance over an extended period of time. • Breakout A substantial rise in price above a resistance level or a substantial decline in price below the support level. When a breakout occurs. too fast. A bull trap is a form of whipsaw and relates to the spring. • Bull Trap A signal which suggests that the falling trend of an index or stock has reversed but which proved to be false. a decline which is associated with fewer and fewer stocks falling is considered to be a bullish sign. A breakaway gap usually signals the beginning of an important price move. Thus trap the bulls that acted on the signal with losses. Conversely. Bull markets occur when roughly 80% of all stocks advance over an extended period of time. • Bull Market A market when prices are rising. • Breakaway Gap A price gap that forms on the completion of an important price pattern. • Bump and Run Reversal A reversal chart pattern that forms after excessive speculation drives prices up too far. A rally is considered a suspect if the number of advancing issues is diminishing as the rally develops.
A narrow line (shadow) shows the day’s price range. By placing a buy stop order just above resistance. • Candlestick Chart A form of Japanese charting that has become popular in the West. As it often happens at the end of an up price movement. but near support. it typically represents a good time to sell.127
• Buy Signal A condition that indicates a good time to buy a stock. A wider body marks
. The owner of the call option is speculating that the price of the stock will go up and is therefore bullish. This often indicates that a security has been overbought and the price will fall. • Buy Stop A buy order usually placed above the current price. • Buying Climax A sudden upward movement of a security’s price accompanied by extremely high volume created by investors rushing in to buy the security. a trader can ensure that the security will break resistance before going long. ensuring that a security would have to trade at the set level before the buy order would be activated. On the other hand. traders looking to catch a bottom or intraday low might place a buy stop below the current price. • Buying on Margin A risky short-term strategy where a buyer borrows money from a broker to make an investment. The exact circumstances of the signal will be determined by the indicator that an analyst is using. The buyer believes the stock price will rise and is trying to maximize proﬁts by investing more money in the stock. • Buyback A company’s repurchase of it’s own shares of stock. • Call Option The right to buy a stock or commodity future at a given price before a given date. it’s considered a buy signal when the price declines while OBV increases. For example.
It may also be applied to stocks or bonds. • Congestion Area A sideways trading range where supply and demand balance out. • Chaikin Money Flow (CMF) An oscillator that helps signal if a stock is undergoing accumulation or distribution. • Channel The area between two parallel lines containing the price structure.128
the area between the open and the close. Capital gain is often used to mean realized capital gain. For example. Traders and investors sometimes compare the prices with two or more technical indicators to ensure they are pointing in the same direction and conﬁrming one another.
. • Capital Gain Proﬁt derived from the selling price exceeding its initial purchase price. • Conﬁrmation A subsequent signal that validates a position stance. A realized capital gain is an investment that has been sold at a proﬁt. the body is black (ﬁlled). or two parallel downward trendlines (downward channel). the body is white (not ﬁlled). If the close is above the open. but focuses on the location of the close relative to the range for the period (daily or weekly). • Commodity Channel Index (CCI) Developed by Donald Lambert. if the close is below the open. It is calculated from the daily readings of the Accumulation/Distribution line (A/D line). They can be two parallel upward trendlines (upward channel). CMF is not inﬂuenced by the daily price change. An unrealized capital gain is an investment that has not been sold yet but would result in a proﬁt if sold. the CCI is an indicator designed to identify cyclical turns in commodities. conﬁrmation of a bullish trend is when the increasing prices are accompanied by a rising OBV.
For example. These are free funds representing cash which may be employed in the purchase of securities. • Crossover A point on a graph where two lines intersect. Also referred to as a retracement. but they do not penetrate the low from which the advance began. a crossover may indicate a buy or sell signal. • Cycle A price pattern of movement that regularly occurs in a given time interval. Depending on which lines they are. a correction usually retraces 1/3 to 2/3 of the previous advance.129
• Consolidation Area A trading range in which prices move until continuing in the same direction as the trend prior to the consolidation area. • Contra-Trend Signals Bullish patterns in bear markets and vice versa. Oscillators such as MACD and CMF experience centerline crossovers. • Customer Free Balances The total amount of unused money on deposit in brokerage accounts. • Correction After an advance. The previous trend resumes when the pattern is complete. the price line crossing above a moving average line may generate a buy signal. • Cyclical Investing The process of buying and selling stocks based on a longer-term or pri-
. • Continuation Pattern Occurs in the Consolidation Area. It is a type of chart pattern that occurs in the middle of an existing trend. price declines. Examples include the Pennant continuation patterns.
The cycle approximates the 4-year business cycle. well-informed traders and investors may seek to unload positions.
mary market move. a stock may start forming a top and trade sideways for an extended period. to which such primary movements in stock prices are normally related. In the mean time. After an advance in price. • Directional Movement Indicator (DMI) An indicator that plots a positive +DI line measuring buying pressure and a negative -DI line measuring selling pressure. • Declining A market stage of a stock that is characterized by a downtrend with subsequently lower highs and lower lows. • Distribution Occurs when the demand of a security is less than the supply. However. Cyclical stocks tend to perform well when the economy is growing and suffer when the economy contracts. A quiet distribution period is usually subtle and not enough to put downward pressure on the price. Contrast this with position trading. This is generally a bearish pattern. The Average Directional Index line (ADX) is derived from this system and is based on the spread between the +DI and -DI lines. an aggressive distribution will likely put downward pressure on prices. • Cyclical Stocks Shares of companies that are highly sensitive to economic performance. where stocks or securities may be held for longer periods. The DMI pattern is bullish as long as the +DI line is above the -DI line. • Descending Triangle A sideways price pattern between two converging trendlines in which the upper trendline is descending while the lower line is ﬂat. • Day Trading A trading style where all positions are cleared before the end of the trading day. the stock is said to have come under distribution. In that case.
• Double Top A reversal chart pattern displaying two prominent peaks. the more signiﬁcant it becomes. it refers to stock or any other security representing an ownership interest. The longer the down trendline has been in effect and the more times it has been tested. pullback then makes a lower high. The double bottom is a mirror image of the top. The process by which a company issues stock to raise money is termed equity ﬁnancing. pullback then makes a higher high. Envelopes help determine when a market has traveled too far from its moving average and is overextended. Envelopes are lines that are placed at ﬁxed percentages above and below a moving average line. Traders and investors often look for divergences by comparing a stock’s direction to the direction of its indicators. A violation of the down trendline usually signals a reversal of the downtrend.131
• Divergence It is the opposite of conﬁrmation. but RSI makes a high. The reversal is complete when the support trough is broken. It occurs when two or more indicators move in opposite directions. Another example of bearish divergence is when price makes a high. • Exchange An exchange is a physical location where securities are bought and
. a bearish divergence is when increasing prices are accompanied by falling OBV. A positive divergence occurs when the indicator moves higher while the stock is declining. There are two kinds of divergences: positive and negative. For example. • Envelopes Also known as trading band. A negative divergence occurs when the indicator moves lower while the stock is rising. • Downtrend A straight line drawn down and to the right above successive rally peaks. • Equity In ﬁnancial market terminology.
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
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 information 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 investor can use to try to anticipate future price movements. Indicators are divided into two groups: trend following or lagging and momentum
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 groupings 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 buying 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.
. and by plotting the difference of the moving averages as an oscillator. It compares “positive money ﬂow” to “negative money ﬂow” to create an indicator that can be compared to price in order to identify the strength or weakness of a trend. • Moving Average Convergence/Divergence (MACD) An indicator developed by Gerald Appel. A highly liquid stock is characterized by a large volume of trading and a large pool of interested buyers and sellers. it is the total market value of a company (number of shares outstanding multiplied by the price of the stock). • Market Capitalization Also known as market cap. Bullish and bearish interpretations are found by looking for divergences. MACD displays momentum characteristics. centerline crossovers and extreme readings. • MACD Histogram A visual representation of the difference between the MACD line and signal line.135
• Liquidity The ease with which a stock may be bought or sold in volume on the marketplace without causing dramatic price ﬂuctuations. • Money Flow Index (MFI) A volume-weighted momentum indicator that measures the strength of money ﬂowing in and out of a security. making the centerline crossovers and divergences easily identiﬁable. The plot of this difference is presented as a histogram. • Momentum A leading indicator measuring a security’s price or volume’s rate of expansion. MACD displays trend following characteristics. A sell order will most likely be ﬁlled at the bid price and a buy order will be ﬁlled at the ask price. It forms an oscillator that moves above and below 100. By comparing moving averages. • Market Order An order to buy or sell a security at the prevailing market price.
• Odd Lots Stock purchased in units less than 100 shares • Offer See Ask • On Balance Volume (OBV) Introduced by Joe Granville. a moving average lags the market. • New Highs and New Lows New highs refers to the number of stocks recording their highest price level in 52-weeks. the market is oversold. When the oscillator line moves down to the 20 level. • Oscillator An indicator that determines when a market is in an overbought or oversold condition. It moves because for each calculation. the market is overbought. As an indicator. New lows are the number of stocks recording their lowest price level in 52-weeks. OBV measures positive and negative volume ﬂow. By deﬁnition.
. Oscillator can also be compared with a security’s price to look for divergence or conﬁrmation. OBV line can then be compared with the price chart of the underlying security to look for divergence or conﬁrmation. new highs and new lows are usually shown as moving averages to smooth the results and are often plotted together for easy comparison. The concept behind the indicator is that volume precedes price. An exponentially smoothed moving average (EMA) gives greater weight to the more recent data. 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.136
• Moving Average (MA) An average of data for a certain number of time periods. When the oscillator moves above the 80 level. A cumulative total of the volume additions and subtractions forms the OBV line. we use the latest x number of time periods’ data. in an attempt to reduce the lag.
If the trend is up. • Pivot Point The point at which resistance disintegrates and the stock price begins to rise past the prior resistance level. It merely infers that the security has fallen too far too fast and may be due for a reaction rally. Overbought conditions can be classiﬁed by analyzing the chart pattern or with indicators such as Stochastic Oscillator and RSI. • Pennant A continuation chart pattern that is similar to ﬂag. • Oversold A technical term which means that prices are considered too low and may rally in an upward direction. It is important to keep in mind that oversold is not necessarily the same as being bullish. If the trend is down. sell when the indicator moves above the price. It merely infers that the stock has risen too far too fast and might be due for a pullback. • Parabolic SAR An indicator that sets trailing price stops for long or short positions. This point can be considered the optimal time to buy as the bulls are gaining strength. 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 overbought is not necessarily the same as being bearish.137
• Over The Counter (OTC) A securities that are traded through a telephone and computer network. • Position Trading A style of trading characterized by holding open positions for an ex-
. Also referred to as the “stop-and-reversal indicator”. buy when the indicator moves below the price. except that it is more horizontal and resembles a small symmetrical triangle. • Overbought A technical term which means that prices are considered too high and susceptible to a decline.
and crosses above and below zero for signals. The oscillator can be used as any other momentum oscillator by looking for higher lows. it is known as a bear market. where a trader buys. A daily range is equal to intraday high minus intraday low. lower highs.
. Contrast this with day trading.138
tended period of time. positive and negative divergences. when it is down. They are either reversal and continuation patterns. When it is up. then sells out of a position before the market closes that day. • Pullback When a security or the overall market falls back from a previous advance. it is known as a bull market. • Price Patterns Patterns that appear on price charts possessing predictive values. • Rate of Change (ROC) A momentum oscillator that measures the percent change in price from one period to the next. • Range The distance between the high price and the low price for a given time period. • Rally A brisk advance following a decline in prices. • Primary Trend The predominant movement of a security. • Price Channels See Channel • Price Objective Technical appraisal of a security’s future value. • 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.
• Reversal Pattern A chart pattern that occurs before an existing trend reverses direction. When prices are over 70 or below 30 and diverge from price action. Retracements typically cover 1/3 to 2/3 of the previous move.
. Resistance levels indicate the price at which most investors feel that prices will move lower. A break below neckline support indicates that the Head and Shoulder’s pattern is complete and the prior uptrend has reversed. • Retracement A decline that retraces a portion of a previous advance. RSI is plotted on a vertical scale from 0 to 100. oversold. and a retracement of more than 2/3 typically signals a trend reversal. • Reversal Spike Market turns that happen very quickly with little or no transition period.139
• Reaction A temporary decline following an advance in prices. or an advance that retraces a portion of a previous decline. a warning is given of a possible trend reversal. • 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. e. • Relative Strength Index (RSI) A popular oscillator developed by Wilder. Values above 70 are considered overbought and values below 30. • 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. a Head and Shoulder’s reversal pattern.g.
The popular signal line is the one that is built into the MACD display. • Security A security is a tradeable ﬁnancial instrument with a ﬁnancial value such as stocks. • Short Selling Selling stock not owned in anticipation of buying it back later at a lower price for a proﬁt.140
• Sector A group of companies that generate revenue in similar ways. and tend to rise and fall with the economic cycle. • Short Position (Interest) The total amount of short sales outstanding on a speciﬁc exchange at a particular time. • Selling Climax A sharp price decline accompanied by extremely high volume created by panic stricken investors dumping securities. options and derivatives. 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. • Short Covering The process of buying back stock that has already been sold short. bonds. Examples of sectors are ﬁnancials sector and technology sector. it is a moving average of another indicator that is used to generate simple buy and sell signals. This often happens at the end of a bear market and typically represents a good time to buy. Sectors are commonly broken down into smaller groups called industries.
. • Sell Signal A condition that indicates a good time to sell a stock. 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”.
Generally speaking. the reversal should occur within 1-3 days of the support break for the failed signal to be considered valid. more liquid (heavy volume) stocks usually have smaller bid/ask spreads. • Stop-And-Reversal Indicator See Parabolic SAR. • Spring A situation that occurs when prices break below the support line. but soon reverse course and move back above support. This is the opposite of an upthrust. They serve to either protect the proﬁts or limit the losses. Less liquid stocks (light volume) usually have larger spreads. • Symmetrical Triangle A sideways chart pattern between two converging trendlines in which
. • 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. positive/negative divergences and centerline crossovers.141
• Spread The difference between the bid and the ask. The Stochastic Oscillator can be used like any other oscillator by looking for overbought/oversold readings. A spring can also be referred to as a failed (bearish) signal and is considered bullish. Support levels indicate the price at which most investors feel that prices will move higher. Prices are said to “spring” back from their support break and indicate that the bulls are still alive. Generally. • Stop Loss Order An instruction to the broker to buy or sell stock when it trades beyond a speciﬁed price. • 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.
then a stop-loss would be triggered and the position closed. It can be an uptrend or a downtrend. which includes volume and open interest patterns. characterized by a ﬂat trading range without any noticeable trend. • 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.142
the upper trendline is declining and the lower trendline is rising. Compare this to Fundamental Analysis. As long as the price remains above the trailing stop. the position is held. • Trend Refers to the direction of prices. For a long position. • Trader A trader is someone who tends to take a short to medium-term view when buying a security. It is common to see a topping period after a lengthy increase of the stock price.
. The breakout through either trendline signals the direction of the price trend. a trailing stop would be set below the current price and would rise as the price advances. • Technical Analysis The study of market action. • Topping A period where the stock or market is “catching its breath” after an advance. Should the price decline and reach the trailing stop. usually with price charts. • Trailing Stop A stop-loss level set above or below the current price that adjusts as the price ﬂuctuates. Indicators such as the Parabolic SAR can be used to set trailing stops. Topping may be a sign of distribution. A trader usually relies on market volatility and swings to make proﬁts.
It is usually expressed as a percentage and computed as the annualized standard deviation of the percentage change in daily price. Also referred to as a failed (bullish) signal and is considered bearish. This is the opposite of a spring. • Volume The number of trades in a security over a period of time. The triple bottom is the mirror image of the top. The more volatile a stock or market. ascending and descending triangles. • Typical Price The average of intraday high. The longer the uptrend has been in effect and the more times it has been tested. low and close. • Upthrust A situation that occurs when prices break above resistance. • Volatility A measurement of change in price over a given period.143
• Triangles Sideways price patterns in which prices ﬂuctuate with converging trendlines. the reversal should occur within 1-3 days of the resistance breakout for the failed signal to be considered valid. The three types of triangles are symmetrical. but soon reverse course and break back below resistance. • Uptrend A straight line drawn upward and to the right below the reaction lows. Generally. • Wedge A reversal chart pattern characterized by two converging trendlines that
. • Triple Top A price pattern with three prominent peaks at about the same level. the more signiﬁcant it becomes. the more money an investor can gain or lose in a short period of time. Violation of the trendline usually signals that the uptrend may be changing direction.
The wedge is slanted either downwards or upwards demonstrating bullish or bearish behavior respectively. • Whipsaw Occurs when a buy or sell signal is reversed in a short time.
. Williams %R is a momentum indicator similar to Stochastics Oscillator and is especially popular for measuring overbought and oversold levels. Volatile markets and sensitive indicators can cause whipsaws. • Williams %R Developed by Larry Williams. A downside weekly reversal opens the week higher but closes down by Friday.144
connect at an apex. • Weekly Reversal An upside weekly reversal is present when prices open lower on Monday and then on Friday close above the previous week’s close. but gives greater weight to the more recent price data. • Weighted Moving Average A moving average that uses a selected time span.
Graphical User Interface (GUI) Glossary
To familiarize yourself with ChartNexus and derive the maximum beneﬁt. • 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. this is a list of the GUI jargons that you will come across throughout this document. • Drop-down list or pull-down list
• Menubar and menu
• Menu item The items found in the menubar
click again on the checkbox.148
• Radio button
• Checkbox To select/switch on the option.
. click on the checkbox once. To deselect/switch off the option.
. click on the toggle button once.149
• Textbox or input box
• Toggle button To select/switch on the option. 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.