STREETSMART PRO TOOLBARS

Transcription

1 STREETSMART PRO TOOLBARS Toolbars Main Tool bar...42 BALANCES BAR...44 CHART TOOL BAR...47 Customizing the Chart Toolbar...47 Moving the Chart Toolbar...47 STATUS BAR...51 Live Help...52 Sending Messages:...52 Copyright Charles Schwab & Co., Inc All rights reserved. ( ) 41

2 StreetSmart Pro User Manual Main Tool bar The Main Tool Bar allows quick access to individual windows in the software. Click anywhere in the main menu, and then hover your mouse over a button to see a ToolTip indicating which window it will open. To enable, click Toolbars > Main Tool Bar in the main menu. The Main Tool Bar can be displayed vertically on the left/right hand side, or the top or bottom of the frame, or it can be removed to be a free-floating window. To move the Main Tool Bar: 1. Move your mouse pointer to the thin bar on the top of the Main Tool Bar. 2. Click and drag the window to the location of your choosing. 3. Let go of the mouse button. Values in parentheses indicate the maximum number of windows that can be open at any one time. Toolbar Icons Start Tool Trading Window (3) Charts (6) Strategy Tester (1) Watch List (6) My Positions (1) News (3) Opens the Start Tool window, which allows you to add new or additional tools to your layout. Opens a Trading window, which is where you can see Level I and II data and place all Stock, Options, Advanced Options trades (Optionsand Advanced Options trading is available to approved clients). Opens a Chart window, where you can see a graphical depiction of a symbol's price movements for the last minute up to the last few years. If you use technical analysis in your trading, you can also view a variety of Studies in the chart window and draw several different types of trend lines. Opens the Strategy Tester window where you can search through historical performance results of backtested technical strategies. Opens the Watch List, which allows you to create or view built-in watch lists of stocks and select what data you wish to see for each list, including options data, news, level I data, price change, volume, daily high/low, and much more. Works like the Watch List window, but only displays symbols in which you have an open position. The News window lets you query for news on a specific stock, list of stocks, or keyword. Or you can have it alert you to breaking news across the market. 42 Copyright Charles Schwab & Co., Inc All rights reserved. ( )

3 Toolbars Top Ten (2) Opens the Top Ten window, which you can customize to show NASDAQ and/or NYSE stocks that are the biggest gainers or decliners, as well as the stocks with the highest volume. There is also an Options Top Ten window available from the Tools > Start Tool menu. High/Low (4) Sectors Tool (5) Stock Screener List (10) Symbol Lookup (1) Education Web Link (10) Web Browser (10) Live Help (1) The High/Low window shows you stocks and indices that are approaching or have broken through a daily or 52 week high or low price. Opens the Sectors window, which displays basic values, such as price change and volume, for stocks organized by Sector, Industry, and Sub-industry. Opens a Stock Screener window in which you can run a stock screener query and get a customizable list of the results. Open the Symbol Lookup window to search for the company name of a symbol or vice versa. Click on the Education Web Link icon in the toolbar to access Schwab and StreetSmart Pro's educational material including: Using StreetSmart Pro Market Education Direct Access Trading Printable User Manuals Trader's Education On-Line Courses Live Online Interactive Workshops Introduction to Stock Screener Opens an internet browser within your software. The Live Help window allows you get live help from a Schwab Active Trader Representative. Though you may not place trades through this tool, you may ask questions about the software, check on shortable shares available for a particular stock, ask questions about your account, etc. The Live Help button is on a separate toolbar from the main toolbar and can be toggled on and off from the Toolbars drop-down in the Main Menu.! NOTE: The Account Detail window cannot be accessed using the Main Toolbar. When you logon, the Account Detail window will populate with information from the primary account associated with your logon ID or Social Security number. The Messages window is tied to the Account Detail window. To reopen this window, go to View > Messages in the Account Detail menu, or go to the software main menu and select Tools > Find Active Tool and select Account Detail. 43

4 StreetSmart Pro User Manual BALANCES BAR The Balances Bar keeps important account data at your fingertips. You may customize the types of data shown based on the information that's most important to you. To enable, click Toolbar > Balances Bar in the main menu. To customize, right-click in the Balances Bar and select Customize. TIP: Hide individual stats in your Balances Bar by clicking on the name. Today's Change is hidden in the image below. Select the statistics to display by clicking on Toolbars > Customize > Balances Bar in the main menu or by right-clicking on the Balances Bar and selecting Customize... The following settings window opens: Click on an item in the Available Column to view a description of it, then click Add to select the item for display in the Balances Bar. Change the order in which the fields are displayed in your Balances Bar by clicking on the field in the Selected Fields column and then click Move Up or Move Down. To minimize the screen space used by the labels, click Use Abbreviated Field Labels. TIP: Change any of the fields on the fly by right-clicking on the name of the field and selecting a different one from the drop-down list. 44 Copyright Charles Schwab & Co., Inc All rights reserved. ( )

5 Toolbars BALANCES BAR FIELDS Avail to Trade - Cash Day Trade BP The maximum amount of money in your account that you can use to trade without accessing margin borrowing. Total market value of new securities into which you may enter and subsequently exit without incurring a margin call. Margin Equity The dollar value of marginable securities in your margin account, less the amount you owe Schwab, plus any cash in your margin account. This is the liquidation value of your margin account, but does not include option positions, segregated money market funds, or cash not held in the margin account. Margin Equity represents the total amount you invested in securities plus any excess cash, minus funds borrowed on margin. Equity Pct Today's % Change Today's Change Acct. Net Worth Cash Your margin equity divided by the market value of your margin account. This amount reflects the percentage of the current margin account value you would receive if you liquidated the margined securities, paid off any margin debt and withdrew the funds. Options, cash account positions and segregated money market funds are not included when calculating the equity percentage. The percent change in value of the account since today's market open, whether due to security price movements, securities transactions, any other withdrawals and deposits, or credits and debits. The change in value in dollars of the account since today's market open, whether due to security price movements, securities transactions, any other withdrawals and deposits, or credits and debits. The 'liquidation value' of your account (excluding fees, commissions, pending interest credits and debits, etc.), which is the combined value of all your cash, money market funds, margin balances, securities and any miscellaneous debits/credits in your account. The total dollar value of your unswept or intra-day cash, money market funds, bank deposit accounts, and net credit or debit balances. 45

6 StreetSmart Pro User Manual Margin BP Avail to Withdraw Settled Cash to Trade The maximum value of marginable securities in which you can invest without depositing more equity in your margin account; this includes funds you can borrow from Schwab, but does not include balances in your Cash Account or Money Market Funds. The maximum amount you can withdraw from your account by requesting a check or transferring funds to another account. This value includes the cash balance in your account, plus the maximum amount you can borrow against marginable securities held in your margin account. Trading in a Cash account requires using Settled funds. If a security is purchased using settled funds, there are no requirements surrounding the time frame of when the newly purchased securities can be sold. Settled funds are comprised of: incoming cash (such as a deposit or wire transfer), any available Margin Loan Value, or settled proceeds from the sale of securities that have been fully paid. 46 Copyright Charles Schwab & Co., Inc All rights reserved. ( )

7 Toolbars CHART TOOL BAR The Chart Toolbar allows quick access to the most commonly used chart features. To enable, click Toolbars > Chart Toolbar in the main menu. Most buttons clicked in the Chart Toolbar will affect the most recently accessed Chart window. EXAMPLE You have 3 chart windows open, and you most recently clicked on Chart #2. When you click the Add/Edit Studies button, it will open for Chart #2. If you want the button you press to affect another chart, click that chart first and then click the button in the toolbar. The Regular, Snap to, and Best Fit trendlines are the exceptions and can be clicked in the toolbar and applied to any chart in your layout. Click anywhere in the main menu, and then hover your mouse over a button to see a Tool Tip that says what the button will do. All the buttons in the Chart Toolbar correspond to a feature also found in the menu of each Chart window. CUSTOMIZING THE CHART TOOLBAR Customize which icons are displayed on your chart toolbar. Select Toolbars > Customize > Chart Tool Bar from the main menu or right-click on the Chart Tool Bar and select Customize... The Chart Tool Bar customization window will open. You can then select which tools you want displayed on your toolbar. Use the Add/Remove buttons to move buttons between the Available and Current columns. Use the Move Up/Move Down buttons to put the buttons in the Current toolbar in the order you prefer. Click Close when you are finished customizing your Chart Toolbar. MOVING THE CHART TOOLBAR The Chart Toolbar can be displayed vertically on the left/right hand side, or the top or bottom of the frame, or it can be removed to be a free-floating window. 1. Move your mouse pointer to the thin bar on the left side of the Chart Tool Bar. 2. Click on that bar and then drag the window to the location of your choosing. 3. Let go of the mouse button. Toolbar Features Not all buttons are displayed by default. To add a button, click Toolbars > Customize > Chart Tool Bar in the main menu. Chart General Settings Open the General Settings for the most recently accessed Chart window. 47

8 StreetSmart Pro User Manual Crosshairs Chart Type Chart Interval Add/Edit Studies Trend Lines Edit Trend Lines Support Resistance New Tab Show All Data Select to change your cursor to display a crosshair when you click on the chart. The Crosshair pointer can help you pinpoint prices on a chart more easily than when using the regular cursor. Select again to turn off Crosshairs. Choose Monthly, Weekly, Daily, Intraday, or Tick Choose from 5 to 120 minutes or select Other to open the Chart Settings window where you can enter a different interval. Only applies to Intraday chart types. Click to open the Add/Edit Studies window, which lets you add technical analysis studies to your chart. Go to Chart Studies for information on each available study. Click to draw Trend Lines on the chart. The pointer will change to a pencil icon. Click and drag to draw the trend line. Click the Trend Line button again to stop drawing trend lines (or select another button). Click and select from the drop-down list which Trend Line you wish to edit. The button is only available when the most recently selected chart has trend lines drawn on it. The Edit Trend Line window lets you select the type of trend line (regular, Fibonacci, best fit (regression), etc.), as well as the color and label (name) for the line. Adds a horizontal GREEN line wherever you click on the chart to indicate the Support levels you want to identify in the chart you are viewing. Adds a horizontal RED line wherever you click on the chart to indicate the Resistance levels you want to identify in the chart you are viewing. Click to add a new tab to the most recently accessed chart window. You must have Tabbing enabled for the chart in order to click the New Tab icon. If checked, shows chart for the time frame specified in the Range (days). If unchecked, this will display what is indicated in the Data to show field. A scroll bar will appear at the bottom of the chart allowing you to move back and/or forth through Range (days) selected. 48 Copyright Charles Schwab & Co., Inc All rights reserved. ( )

9 Toolbars Edit Tick Data Delete Graph Style Time Lines Price Lines Best Fit Snap To Fibonacci Retracement Fibonacci Fan Allows you to change bad chart price data, which may impact the technical studies enabled on the chart. Click the Edit Tick Data button in the toolbar and then click the price point you need to edit on the chart. A window will open that allows you to change all four price points for that period (open, close, high, low). Click the Delete icon to see a list of studies and trend lines in the most recently accessed chart so that you may delete one or more of them. You can also chose Delete All Studies to clear all studies from the chart. Delete will not clear support and resistance lines. You must right-click on the line and select Delete to remove it. Switch between Bar, Candlestick, Line or Point & Figure chart types. Read more about each of these graph styles in the Chart Menu Bar topic. Click to hide or show the vertical time lines on the chart. Click to hide or show the horizontal price lines on the chart. Click the button and then click on the chart to apply a Best Fit Regression trend line to the chart. Read more about Best Fit in the Trend Lines topic. Click the button and then click and drag a line on the chart to apply a trend line that "snaps to" the open, high, low, or close of the trend being studied. To change which price the trend line snaps to (the default setting is Close), click the Edit Trend Lines button in the toolbar and choose the Snap To line you wish to edit. Read more about Snap To in the Trend Lines topic. Click the button and then click on the chart to draw a Fibonacci Retracement line. Read more about Fibonacci lines in the Trend Lines topic. Click the button and then click on the chart to draw a Fibonacci Fan line. Read more about Fibonacci lines in the Trend Lines topic. 49

10 StreetSmart Pro User Manual Fibonacci Arc VAP Alerts Help Click the button and then click on the chart to draw a Fibonacci Arc line. Read more about Fibonacci lines in the Trend Lines topic. Click to show lines bars on the chart where the highest Volume Average Prices have occurred. Click to add a Conditional Order or Alert on the security in the most recently accessed Chart window. Open the Online Help directly to information on using Charts in StreetSmart Pro. 50 Copyright Charles Schwab & Co., Inc All rights reserved. ( )

11 Toolbars STATUS BAR The Status Bar displays at the bottom of your window and indicates server and routing venue status, trading session, and whether you have Caps Lock and Num Lock enabled. The two lights indicate the flow of data to your computer from the servers. The first one indicates the status of your connection to the Account Server and the second indicates status of the chart, Level II, and other data. They will turn red if you lose your connection to either the data servers or the account servers. Shows fully logged on and functional. Shows logged off with no data coming in. You can edit the amount of information displayed in the Status Bar by clicking Toolbars > Customize > Status Bar in the main menu. The following window will open: Check the routing venues you wish to monitor in the Status Bar at the bottom of your window. If the route is available, it will display in green; if unavailable, red. You may also indicate whether the Caps Lock and/or Number Lock should be permanently enabled or disabled in the software by checking/unchecking those options. 51

12 StreetSmart Pro User Manual Live Help The Live Help window allows you to communicate directly with a Schwab Active Trader Representative without having to pick up the phone. Just open the Live Help window, type your question, and the representative will respond in real time. SENDING MESSAGES: 1. In the Main Menu, click Help > Live Help or click the icon in the toolbar 2. Type in the message under Enter Message 3. Click Send 4. To clear previous messages, click Clear. 5. Click Exit to close down the box.! NOTE: It is important that you do not use the Live Help window in the Schwab trading platforms to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions. Any such requests, orders, or instructions that you send will not be accepted and will not be processed. 52 Copyright Charles Schwab & Co., Inc All rights reserved. ( )