NEXTVIEW ADVISORXs USER GUIDE Helpdesk:

Transcription

1 NEXTVIEW ADVISORXs USER GUIDE Helpdesk:

2 TABLE OF CONTENT MENU BAR & TOOLBAR GENERAL VISUAL SETTINGS TICKER (ADD, CUSTOMIZE TICKER) WATCHLIST (CREATE, ADD, REMOVE SYMBOL) ADVANCED STOCKS INFORMATION - TIME AND SALES MARKET DEPTH VOLUME DISTRIBUTION QUEUE TRACK CHARTS (CREATE CHART, CHART OVERLAY, CHARTING TOOLS) INDICATORS (INDICATOR COMPONENTS, ADD/CREATE CUSTOM INDICATOR, BACKTESTING)... SAVING & MANAGING FAVORITE CHARTS QUOTE WINDOW DAILY HISTORICAL DATA.... ALERTS NEWS MARKET WATCH MARKET SUMMARY.... PORTFOLIO..... CORPORATE SUMMARY TV CHANNEL..... MOBILE WATCHLIST (CREATE, REMOVE MOBILE WATCHLIST) SYSTEM DOCKING

3 MENU BAR & TOOLBAR MENU BAR >> TOOL BAR >> WATCHLIST CHARTS TIME & SALES MARKET DEPTH VOLUME DISTRIBUTION QUEUE TRACK QUOTE WINDOW ALERTS DAILY HISTORICAL (OHLC) NEWS MARKET WATCH MARKET SUMMARY PORTFOLIO CORPORATE SUMMARY MOBILE WATCHLIST TV CHANNEL DOW JONES ASIA MORNING BRIEFING 3

4 GENERAL VISUAL SETTINGS To access, right-click, select FORMAT, select VISUAL SETTINGS Set row color Set font color and font size 4

5 TICKER Ticker display 1. Right-click to a. show ticker b. customize ticker CUSTOMIZE TICKER Remove counter from ticker list Select which watchlist, Select counter to add to ticker 5

6 CREATE A WATCHLIST Option 1: Toolbar > select WATCHLIST Option 2: Menu bar > select INSERT > select WATCHLIST Opens an empty watchlist 6

7 ADD A SYMBOL (1 OF 3 OPTIONS) Option 1: Key in counter symbol, select from drop down list 7

8 ADD A SYMBOL (2 OF 3 OPTIONS) Option 2: Select cell in the watchlist, key in counter symbol Double-click to activate cell 8

9 ADD A SYMBOL (3 OF 3 OPTIONS) Option 3: Select symbol from a open watchlist, drag & drop onto your watchlist Drag from existing window onto new watchlist 9

10 REMOVE SYMBOL Option 1: Select symbol, right-click, select DELETE SELECTED SYMBOL Option 2: Select symbol, hit DELETE key Selected symbol will be highlighted 10

11 TIME AND SALES WINDOW Select a counter on the watchlist, right-click, select TOOLS, select ADD TIME N SALES Select counter Select period Trader s Index (aka TRIN) >1: Bearish <1:Bullish Time & Sales 1. b means trade is done in favour of buyer's price 2. s means trade is done in favour of seller's price 3. x represents married deals or unknown trade 11

12 MARKET DEPTH Select a counter on the watchlist, right-click, select TOOLS, select ADD MARKET DEPTH Market Depth Window Increase/reduce font size 12

13 VOLUME DISTRIBUTION Select a counter on the watchlist, right-click, select TOOLS, select ADD VOLUME DISTRIBUTION Click to select time duration of distribution Volume distribution Trade distribution Volume Weighted Average Price (aka VWAP) 1. b means accumulation of trade done in favour of buyer's price. Red color bar on the bar chart. 2. s means accumulation of trade done in favour of seller's price. Green color bar on the bar chart x represents married deals or unknown trade. Blue color bar on the bar chart. 13

14 QUEUE TRACK Select a counter on the watchlist, right-click, select TOOLS, select ADD QUEUE TRACK Queue Track shows you the changes in buying/selling queue volume and buying/selling prices. When additional lots are thrown into a queue, it is represented by green font with brackets. When lots are withdrawn from a queue, it is represented by red font with brackets and a minus sign. The lots that are done will be reflected in the middle columns under TVol. Price tells you the traded price and W tells you if the trade is done in favour of buyer's'(b)/seller's(s) price. Representation on font and backgroud color: 1. Background color is green: Current price is higher than last trade price 2. Background color is red: Current price is lower than last trade price 3. Font color is green: Current price is higher than previous day's closing price. 4. Font color is green: Current price is lower than previous day's closing price 14

15 CREATE AN EMPTY CHART Option 1: Toolbar > select CHARTS Option 2: Menu bar > select INSERT > select CHARTS Open an empty chart Click anywhere and type in symbol and hit Enter key Symbol appears automatically 15

16 CREATE A CHART FROM WATCHLIST Option 1: Select a counter, right-click, select TOOLS, select ADD CHART Option 2: After opening an empty chart, select a counter, from an existing watchlist drag & drop into the new chart 16

17 CHART OVERLAY To add a chart over an existing chart, 1. select counter from watchlist 2. press and hold ALT key while you drag & drop counter onto existing chart 3. Select scaling options Hold ALT key while drag & drop 17

18 CHARTING TOOLS Chart period Custom Indicator Back-testing Drawing Tools Chart type Indicators 18

19 EDIT INDICATOR PROPERTIES Option 1: On your chart, right-click, select INCIDATOR PROPERTIES Option 2: Click on shortcut icon Selected indicator 19

20 ADD CUSTOM INDICATOR On your chart, CUSTOM INDICATOR shortcut from toolbar above chart 20

21 EDIT/CREATE CUSTOM INDICATOR Check system editor s function list Check system syntax 21

22 BACK-TESTING & TRANSACTION LOG Click on shortcut icon to open window Selected indicator Back-testing & transaction log 22

23 MANAGING YOUR FAVORITE CHARTS To save a chart, right-click on the chart, select CHART, select SAVE CHART Open favorite chart window Manage favorite chart window 23

24 QUOTE WINDOW Option 1: Toolbar > select QUOTE WINDOW Option 2: Menu bar > select INSERT > select QUOTE WINDOW 24

25 DAILY HISTORICAL DATA Option 1: Toolbar > select DAILY HISTORICAL OHLC Option 2: Menu bar > select INSERT > select DAILY HISTORICAL OHLC Select period 25

26 ALERTS Option 1: Toolbar > select ALERT Option 2: Menu bar > select INSERT > select ALERT Set alert price criiteria Set alert delivery method and information 26

27 NEWS Option 1: Toolbar > select NEWS Option 2: Menu bar > select INSERT > select NEWS Select news criteria 27

28 MARKET WATCH Option 1: Toolbar > select MARKET WATCH Option 2: Menu bar > select INSERT > select MARKET WATCH Select market 28

29 MARKET SUMMARY Option 1: Toolbar > select MARKET SUMMARY Option 2: Menu bar > select INSERT > select MARKET SUMMARY 29

30 PORTFOLIO Option 1: Toolbar > select PORTFOLIO Option 2: Menu bar > select INSERT > select PORTFOLIO 2. To add counter to portfolio, drag & drop counter from watch list. 3. Double-click on counter to open transaction window 1. Key in desired portfolio name. NEXTVIEW 30

31 CORPORATE SUMMARY Option 1: Toolbar > select CORPORATE SUMMARY Option 2: Menu bar > select INSERT > select CORPORATE SUMMARY 31

32 TV CHANNEL Option 1: Toolbar > select TVCHANNEL Option 2: Menu bar > select INSERT > TVCHANNEL 32

33 CREATE A NEW MOBILE WATCHLIST Option 1: Toolbar > select MOBILE Option 2: Menu bar > select INSERT > MOBILE Option 2: Add by searching for symbol Option 1: Drag & drop counter into mobile watch list Create a watch list. You can create up to 3 watch list 33

34 REMOVE A MOBILE WATCHLIST Option 1: Select symbol, hit delete key on your keyboard Option 2: Select symbol, right-click, select DELETE CURRENT WATCHLIST 34

35 SYSTEM DOCKING 1: From the tool bar, select a feature (eg: watchlist, chart) 2: Press and hold window and drag to desire location Selected position will lit up Docking pad Top position Left position Right position New tab Bottom position 35

36 SYSTEM DOCKING New tab Top position 36

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