Home Charts Quotes DOM. Trade Intermediation. Programmation Create Modify Trading Tools

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Bartholomew Bradley
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1 Index What s new What news can we find in Visual Chart V? Visual Chart 5.0 button Before we start... Downloading and installation of Visual Chart 5.0 Logins Connection System Requirements Workspaces Organizing the pages in the workspace Market Monitor Broker Access Portfolio ilive Windows and sheets Home Charts Quotes DOM Trade Intermediation Community Send news and pages Technical Support Get systems Programmation Create Modify Trading Tools View Edit Alerts manager Orders manager Historic Contributor Window Windows organization Annexe Fast Reference What s new Which brand new features can we find in Visual Chart V? INTERFACE It presents a lively, intuitive and attractive aspect. Its main characteristics are the possible change of visual topic and its color combinations. ZOOM It enables to zoom in and zoom out the charts of the quote lists, by left clicking the icon, and dragging without releasing it, towards the required percentage.

What s new 1 The traditional menus and toolbars have been replaced by the options ribbon, which presents the commands organized by groups.

1 2 TICKET GROUP COMAND 3 3 ilive INFORMATION PANEL It is situated in the upper left part of the screen.

4 PROPERTIES PANEL 4 It is a very fast way to access any window or selected object configuration, in order to customize it.

5 MARKET MONITOR It gives access to all the relevant information about shares, futures, fundamental data, volatility reports, alerts and all type of analyzed and

2 What s new 1 The traditional menus and toolbars have been replaced by the options ribbon, which presents the commands organized by groups. Each group contains the related commands. 2 The fast Access toolbar can be customized to add or delete commands. 1 2 TICKET GROUP COMAND 3 3 ilive INFORMATION PANEL It is situated in the upper left part of the screen. Besides the AFX channels, we can find there information sent by some of our contributors (advices, etc.). 4 PROPERTIES PANEL 4 It is a very fast way to access any window or selected object configuration, in order to customize it. It is located under the information panel ilive. 5 MARKET MONITOR It gives access to all the relevant information about shares, futures, fundamental data, volatility reports, alerts and all type of analyzed and summarized information, to help you to take trading decisions. 5 COMMUNITY You can share information and analysis with other users. TRADING TOOLS Through the programming interface (COM), you can access Visual Chart information from other platforms NEW ORGANIZATION IN FLAP AND WINDOWS There is a better organization of the information, including the possibility of adding as many work pages as required. AUTOMATIC WINDOWS RESIZING You will optimize the space to view the information because the windows can resize automatically in Visual Chart V.

What s new NEW TRADING FEATURES More information about the state of our portfolio and new orders (OCO, OSO, Bracket, ).

When one of the orders is filled, the other one is automatically canceled. OSO (Order Send Order).

Bracket Order. Sends a market order along with a target profit and a stop loss order.

2 Next to the properties panel we can find the Alerts flap, which has the last events historic.

3 What s new NEW TRADING FEATURES More information about the state of our portfolio and new orders (OCO, OSO, Bracket, ). OCO (Order Cancel Order). These types of orders include a stop and a limit. When one of the orders is filled, the other one is automatically canceled. OSO (Order Send Order). The sending of an order depends on the execution of another one. Therefore, the filling of the first order triggers the second order. Bracket Order. Sends a market order along with a target profit and a stop loss order. BROKER ACCESS You can check all the information related to your portfolio, and filter it according to your needs: by date, markets, operator NEW ALERTS SYSTEM The user can receive alerts through popup windows when specific events occur (prices alerts, events related with intermediation like cancelations, executions, etc ) Popup Window. The icon changes according to the type of event. 2 Next to the properties panel we can find the Alerts flap, which has the last events historic. VISUAL CHART CONTRIBUTIONS Provides alerts about the most important events of the market. EXTERNAL CONTRIBUTORS By subscribing to this product, you will receive several analysis services straight in your Visual Chart V screen. BID AND ASK VIEWFINDER. New quotes window to follow and trade directly any kind of asset. PORTFOLIO Tool to analyze and evaluate your shares portfolio.

What s new Intelligent INDICATORS Through the color configuration of the

In the image on the right, the volume indicator s bars are painted in a different

If it is superior to the previous bar, the color is green, if it is inferior, red.

SELECTION TOOL There is a fast symbols localization tool in the left side s panel.

that you wish to use Chartist representation or by trades, Montecarlo analysis.

4 What s new Intelligent INDICATORS Through the color configuration of the indicators, you can determine the situation or evolution of a certain asset. In the image on the right, the volume indicator s bars are painted in a different color, depending on their amount of volume related to the previous bars. If it is superior to the previous bar, the color is green, if it is inferior, red. FAST ACCESS TO THE SYMBOLS AND TOOLS RECENTLY USED ç ç MORE INTUITIVE SYMBOLS SELECTION TOOL There is a fast symbols localization tool in the left side s panel. NEW SYSTEMS STATISTIC Possibility o configuring templates with the statistical data that you wish to use Chartist representation or by trades, Montecarlo analysis. Statistics merging Statistical data filtering, depending on the results, date, etc STATISTICAL DATA: EXPORTATION TO EXCEL.

What s new VISUAL CHART MAIN MENU. Visual Chart V button When clicking this button, the different options of prior version s file menu appear. Before we start Visual Chart 5.

- In the new page, click the button Download, located at the left side. You will be taken to another page where you can find the different available products. 4.

Visual Chart Download Productos y Servicios Java Edition Pruebe Gratis VisualChart Pocket Station Servicios gratuitos Direct Access V Visua Visual C Access logins In order to get your Access logins

To access to the free registration form, click Visual Chart V central image, which appears in the main page.

5 What s new VISUAL CHART MAIN MENU. Visual Chart V button When clicking this button, the different options of prior version s file menu appear. Before we start Visual Chart 5.0 DOWNLOADING AND INSTALLATION Open a web browser and enter Click the option Products and Services situated on the header In the new page, click the button Download, located at the left side. You will be taken to another page where you can find the different available products Click the button Download to start Visual Chart V installation Once the downloading process is finished, click twice the icon in order to install Visual Chart. Visual Chart Download Productos y Servicios Java Edition Pruebe Gratis VisualChart Pocket Station Servicios gratuitos Direct Access V Visua Visual C Access logins In order to get your Access logins you can: Contact our customer support staff by calling Send an to support@visualchart.com. Apply for your logins through our website free registration form ( To access to the free registration form, click Visual Chart V central image, which appears in the main page. Then, you will see two new options to apply for the free trial Free trial or VisualChart Free Trial. Connection To receive real time or delay information: 1. - Enter your username and password in the connection window and then click Connect. 2.- The Real Server connection icon will lighten, indicating that you are connected To trade: 1. - Click the Broker connection icon in the fast Access toolbar Enter your Visual Chart user name if you wish to connect to our market simulator, or the logins provided by your broker to trade for real. 3.- The Broker connection icon will lighten, indicating that you are connected System requirements System minimal requirements Recommended Pentium 4 (Windows XP o Vista) 2,4 GHz Processor Intel Core 2 Duo 3 GHz 1 GB de RAM At least 1 Free GB 2 GB of RAM

Workspaces To use the Workspaces click Visual Chart button and select Workspaces, where you will be able to create a new one, open an existing one, save it, send it or close it.

insert and rename them. The following flaps will always be seen on the screen: Market Monitor: market information, quote lists charts... Broker Access: information provided by our broker.

6 Workspaces To use the Workspaces click Visual Chart button and select Workspaces, where you will be able to create a new one, open an existing one, save it, send it or close it. Organize pages inside the workspace Visual Chart V enables to add an unlimited amount of pages to be able to visualize charts, statistics, and quotes, manage your orders You can also delete pages, insert and rename them. The following flaps will always be seen on the screen: Market Monitor: market information, quote lists charts... Broker Access: information provided by our broker. Portfolio: it offers the possibility of visualizing the state of our portfolio. ilive: it shares strategies and workspaces with other users. Windows and pages You can add as many flaps as required on each page, being able to customize its size and order. All you need to do to change the order of the flaps is left click any of them and without releasing the mouse, drag it towards the required location. The windows will be automatically reorganized when new elements are added. To change the location of the windows inside of a page, you need to left click it and without releasing the mouse, drag it towards the required location. You will see then several icons showing the possibility of leaving the window on several screen locations. Home CHARTS Open Chart (G): Visualizing a chart By clicking the command Chart, a panel will pop up with all the available symbols Look for the required symbol and click on it, or insert the code in the corresponding window. Insert chart (I): this icon allows you to insert several charts in the same window. I Replace: click here to replace an existing chart by a new one. You can use the keys combination M as well. M Compare: this icon is the command to overlap a new chart over the active one. Chart configure Change compression. By clicking this icon, a menu will unfold with different compressions to choose among (Ticks, minutes, days, weeks or months). Change compression unit. By clicking the corresponding icon, you will be able to select the required unity. Change the representation type. You can represent the chart under several forms: bars, candlesticks, linear, point and figure, Renko,.

Home To customize any object you need to select it, by left clicking it, and then configure it from the properties panel which is located at the right side of the screen.

When clicking the command Quote inside Home, a search window will pop up with all the available markets, organized by folders.

Once the quote list is selected, you can have the information under different formats: tick chart, limits, vertical ticker or fields.

with the previous day. Y Open Vertical/horizontal Ticker: It is possible to consult a group of values in a vertical or horizontal ticker from the command. Kind of tickers.

7 Home To customize any object you need to select it, by left clicking it, and then configure it from the properties panel which is located at the right side of the screen. Quote lists T Open Quote list (T): It allows you to visualize a quote list. When clicking the command Quote inside Home, a search window will pop up with all the available markets, organized by folders. Open advanced quote list ( A): It shows a complete vision of all the information related to a group of values. Once the quote list is selected, you can have the information under different formats: tick chart, limits, vertical ticker or fields. A Open volume distribution ( Y): It shows the currency volume of a group of values graphically, being able to appreciate, according to the intensity of the color, the rising and falling % compared with the previous day. Y Open Vertical/horizontal Ticker: It is possible to consult a group of values in a vertical or horizontal ticker from the command. Kind of tickers. Depth Open DOM (D): Clicking the command DOM from the file Home, a window will pop up with all the symbols organized by market, where we can select the symbol that we desire to see. D Bid and Ask (F): It opens the bid and ask window of a value, showing the buy/sell positions, the volume, the prices of the trades made, and the codes of the agencies who buy/sell (if the market provides this information). F Bid and Ask viewfinder (Q): We have here information about a chosen symbol, current value, high, low... Q Chart positions: It shows the positions of a value in the chart. To use this tool, it is necessary to have the chart where we want to insert the positions active, and then click in the corresponding command.

You can trade with the Intermediation commands using the following icons: Buy F8: when you click the command Buy of the file Trade, a window will pop up with the option to set up the buy order.

8 Trade Intermediation It is necessary to configure the trading service according to the access (simulated/real). Trade: By clicking in the file Trade, you can accede to the necessary commands of the intermediation. You can trade with the Intermediation commands using the following icons: Buy F8: when you click the command Buy of the file Trade, a window will pop up with the option to set up the buy order. F8 Sell F9: In this case, the window will open to configure the options of the sell order. F9 Cancel orders F12: It allows you to cancel any order previously sent. F12 Modify orders F2: It allows you to modify an order previously sent. F2 Close an open position F10: By clicking this icon, a window will pop up with the opposite action of buy/sell, and the same number of shares/contracts to close the open position. F10 Cancel all the orders: It allows you to cancel all the orders pending of execution at once. In the commands group Order Form we can find some fields to fill out in order to send the order: Symbol: we can search it or choose it, if we already know it. Type: Market, Limit, Stop, etc Volume: number of shares/contracts. Stop: a maximum price of buy or minimum price of sell is introduced. It is use to limit the potential loses. Limit: It is use to limit loses or to guarantee a profit in an open position, or to enter the market at a specific level. Time and volume Restrictions, advanced (conditionals, Brackets, OSO, OCO) It is also possible to predetermine orders in graphics, quote lists, automatic systems, activate/deactivate the option to see the orders in the graphics, and send alarms through SMS.

Community Send news and pages Through this file, you can share analysis, graphics with other users, ask technical support through the chat and download strategies.

Send pages to the channel: It allows you to share a page with other users. If we have any analysis in the screen, we can send it to others so that they can immediately see it.

They will receive the order through the U channel of the panel alive. Chart: To contact directly with other users or receive help from our support staff. Support.

Programmation Create There are two programming languages to develop your strategies, Visual Basic for applications and the Visual Design Platform.

9 Community Send news and pages Through this file, you can share analysis, graphics with other users, ask technical support through the chat and download strategies. Send news to the channel: It allows you to share strategies and knowledge with the rest of the users. To do so, you need to fill out the window to send the news. Send pages to the channel: It allows you to share a page with other users. If we have any analysis in the screen, we can send it to others so that they can immediately see it. Suggest an order: We can send to any user an order to trade in a specific product. When this is set up, by clicking in the button the order is sent to other users. They will receive the order through the U channel of the panel alive. Chart: To contact directly with other users or receive help from our support staff. Support. It connects with the chat to receive help from our operators. Get systems. It allows you to download systems from the web site. Programmation Create There are two programming languages to develop your strategies, Visual Basic for applications and the Visual Design Platform. Visual Platform: It allows creating systems, indicators and studies in a simple way through a visual environment. It is necessary to choose a code and a name to be able to create a new strategy After compiling a VBA code will be created, and the strategy will be registered in the catalog for its later use. Visual Basic: It is a programming language which is used to create systems, indicators and studies. It is necessary to know about programming to develop strategies in this language. Create a scanner: The scanner is a tool that allows you to search symbols that match specific conditions. It can be easily created through the assistant or through VBA.

Programmation Modify Modify an Indicator/System/Study: A window with the available files appears.

Modify Explorer: By clicking the corresponding button, you can choose the explorer that you wish to modify using the assistant (if it was created using this tool) or

in any other platform compatible with the COM tool, for example, Microsoft Excel.

and send orders. The only requirement is to be connected to the data server and your broker.

10 Programmation Modify Modify an Indicator/System/Study: A window with the available files appears. By double clicking any of them, the code will load to make any modification. Modify Explorer: By clicking the corresponding button, you can choose the explorer that you wish to modify using the assistant (if it was created using this tool) or VBA. Trading Tools Using the COM technology which acts as an interface between different applications you will be able to have the information that Visual Chart uses, in any other platform compatible with the COM tool, for example, Microsoft Excel. You will be able to get real time information, market depth, historic, technical data like volume and other indicators, system positions, send and receive contributions and send orders. The only requirement is to be connected to the data server and your broker. View Personalize/activate alerts, configure orders Edition: Cut, copy, paste and delete elements. Alerts manager: Visual Chart sends alerts and runs orders in the market based in the configured alarms. For example: when a crossover happens, you will receive an alert in a window alert with an audible signal. Orders manager: you can see the active orders, open positions, filled orders, closed positions, balance, and you will be able to trade (change, cancel, clone orders, close positions ).

View Historic contributor: It allows you to see the news and contributors historic that are received in the ilive channels.

Chart objects: It activates the panel on the left side of the page.

Window Window organization It sets up the information distribution in a workspace.

11 View Historic contributor: It allows you to see the news and contributors historic that are received in the ilive channels. Besides this, you can filter the information by type (technical analysis, fundamental data, and markets, by date ). Chart objects: It activates the panel on the left side of the page. Full screen: Visualizes the program in full screen (to go back, press Esc.) Fix Start window: Activate/deactivate left panel. Window Window organization It sets up the information distribution in a workspace. See only active flaps: You only see the active flaps while the rest are hidden. Rebalance: Rebalances the groups of flaps, improving the order and the framing. Maximize: The active flap is maximized, and clicking on it goes back to the original position. Tile: Reorganizes the groups of flaps as the user desires.

Reference VisualChart 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 19 23 26 27 28 30 33 34 22 16 18 20 24 29 31 32 35 36 37 38 39 40

12 Reference VisualChart

13 Reference VisualChart 1 Start Menu Button (Configuration) Access to the main menu and several configuration options of the application 28 Cancel order Enables to cancel an active order. 55 Alerts Shows a warning when an order is sent or an alert is launched Connection to data server Connects to Real Server. Broker connection (Broker) Activates the option of linking Visual Chart with your broker or market simulator. Save workspace Enables to save the active workspace. Symbols searcher Runs search for symbols available in the server. Tools bars customize Options to customize the fast Access toolbar. Home tab Start toolbar with Access to Charts, quote lists, DOM or intermediation. Trade flap Orders triggering from the trading toolbar. Community flap Toolbar designated to the sending and reception of messages and pages to the community. (To share information with other users). Programmation flap Bar to Access programming tools (systems, studies and indicators). View flap Bar to access functions in order to activate, configure or customize alerts and orders. Windows flap Bar to configure the element organization and organize windows. Contextual category panel Categories visible depending on the active context (in this case, charts). Open chart Enable to open a chart in a new window. Insert new chart Inserts a chart under another one. Replace chart Replaces an active chart by a new one. Compare chart The selected chart will overlap the active one. Quote list Enables to open a list with values quotes. Advanced quote list Provides complete information of a group of values. Volume distribution Represents graphically the monetary volume of a group of values. Kinds of ticker Know the data relative to prices and market situation of the values. DOM Enables to open a DOM window corresponding to the selected market. Open positions window Enables to open a new position window for a selected value (shows volume and price). Bid and ask viewfinder Access to the information of the required value. Positions on chart Shows the DOM positions in a chart (it must be active). Buy button Enables to buy the value you are visualizing. Sell button Enables to sell the value you are visualizing Modify order Enables to modify an active order. Close opened position Enables to close an opened position. Cancel all (panic button). Send New Enables to send a new to the community. Send Page Enables to send a page to the community. Send Order Enables to send an order to the community. Chat Enables to contact other users. Technical support Contact via chat with a customer support operator. Get Systems Enables to download systems straight from our website. Zoom Enables to zoom in and out charts and quote 'lists. Modify Visual Subject Enables to modify the appearance of the program and its elements. Colors template Menu to apply colors. Help Shows the available help options. Element name window Is used to insert the symbol, quote ect.. that you wish to open. Symbol searcher Runs a search for market symbols available in our servers. Symbols register Enables to register symbols. Contextual functions bars Unfolds a series of options depending on the lower bar options. All exchanges Unfolds the complete list of index, shares futures and currencies... Recent Shows the last run search. Exchange list Unfolds a list with all the available markets. Market Monitor Grants Access to all relevant information on shares and futures. Broker Access Information provide by each broker. Portfolio Enables to visualize the state of our trading account. Community Enables to share information with other users. Page Flaps granting Access to all pages in order to visualize elements. Ilive Shows the news channels all contributors recommendations Properties Contextual configuration window (shows several configuration options depending on the active element) Function flap Shows the symbol of the share or future inserted on the sheet Toolbar List of symbols Unfolds the list of available sounds. List of quote 'lists Unfolds all the available markets to chose a quote list among List of indicators Shows all the available indicators. List of strategies Shows all the automatic strategies available. List of studies Shows the available studies. Object Button Access to the graphic object manager. List of workspaces Shows the list of available workspaces. Toolbar options Shows the different options related to the toolbar. Orders manager Shows the order manager. Alerts Shows the alert manager. Historic contributor Shows the contribution window Chart window Info trader Shows the information related to loss/profits. Open position indicator Titles /contracts *price. Chart positions Real time indicator Save technical analysis Saves the technical analysis for the active symbol and its time compression. Technical analysis Enables /disables technical analysis Color link Enables to link several elements

Contents 1. INTRODUCTION OVERVIEW GETTING STARTED... 7

Contents 1. INTRODUCTION OVERVIEW GETTING STARTED... 7 sin 2.9 Contents 1. INTRODUCTION...4 2. OVERVIEW...6 3. GETTING STARTED... 7 3.1 INSTALLING PROFIT... 8 3.2 LOGGING IN TO PROFIT... 9 3.3 FUNDING YOUR PROFIT ACCOUNT... 10 3.4 VIEWING THE PROFIT WORKSPACE