Merrill Edge MarketPr Chart The Chart windw ffers a full range f features that can be custmized t yur specificatins. TOOLBAR GUIDE 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Symbl Entry allws entry f symbl t be displayed Symbl Search pens symbl search dialg Time Perid allws selectin f time perid fr the chart Frequency allws selectin f frequency f ticks within time perid fr the chart G enters symbl and/r time perid / frequency Add add a new panel r add a symbl t existing panel Cmpare allws definitin f an additinal symbl chart t cmpare t primary symbl chart Change allws changing f the selected symbl Delete allws deletin f the selected symbl, study r line Views allws the current view t be saved r the selectin f a previusly defined view Studies allws the selectin f a study t add t chart based n the currently selected symbl r study Drawing Tlbar allws selectin frm a range f drawing tls t be used n the chart Zm In / Zm Out zm in r ut n charts time perid and frequency (nly available using time perid Available ) Expand/Cllapse Drawing Tlbar switch between drp dwn menu and tlbar fr drawing tls Mre displays menu f actins that can be taken t change the current chart display Plt Type allws changing f the plt type (Bar, Candlestick, Line, Area, Dt, Level, Histgram, Heikin Ashi) Clr allws changing the clr f the selected symbl, study r line frm chart 18 etc.) 19 Alter allws definitin f an alternate clr fr bar plt chart which alternates n break in perid (i.e. day, mnth Data View turns n / ff the display f data windw in chart Page 1 Chart
20 Scale tggles y-axis scale frm abslute t percent values 21 Markers Allws event markers t be displayed (Split, Last Opinin, Recgnia, Dividend, Earnings, 52 Week High/Lw) 22 Remve All Analytics Clears all studies and drawing bjects frm the chart view 23 Buy/Sell Prefills trade windw with selected symbl and actin TIME PERIOD AND FREQUENCY Select time perid frm time perid 3 drp dwn in tlbar Select frequency f qutes within time perid frm frequency drp dwn in tl bar T view extended hurs qutes Select time perid Available, and use any frequency f 60 minutes r less 4 Right click the chart r select Mre and select All Sessins 15 T turn ff extended hurs qutes, right click the chart r select Mre, and unselect All Sessins Additinal time perid and frequency ptins: Right click the chart r select the Mre icn and select Date Range t select a specific date/time range t be displayed Right click the chart r select the Mre icn and select Time Templates t chse t display data nly frm specific times f a day With frequency set t Available, the fllwing additinal ptins will be available Zm in/zm ut buttns 13 select Zm in and highlight an area f the chart t examine. Select Zm ut and click the chart t zm back ut Drag bdy f chart r use left/right arrw keys r muse scrll wheel with pinter in main pane t scrll the chart hrizntally Drag time scale r Ctrl + left/right arrw keys r muse scrll wheel with pinter ver time scale t cmpress/expand chart Page 2 Chart
Yu can als type in specific values fr time perid and frequency that are nt available n the drp dwn menus, using the fllwing frmat Time perid number+d = days e.g. 2d number+y = years e.g. 3y DD.MM.YYY HH:MM-DD.MM.YYY HH:MM (time is ptinal) e.g. 01.04.2016 09:30-01.04.2016 16:00 Frequency number nly = minutes e.g. 195 D = Daily W = Weekly M = Mnthly Example: Perid: 4 days / Frequency 195 minutes Permissible perid / frequency cmbinatins: Perid Frequency 1 29 days 1 1440 minutes 30 59 days 15 1440 minutes 60 90 days 60 1440 minutes 14 179 days Daily 180 365 days Daily r Mnthly 1 10 years Daily r Mnthly 11 40 years Daily r Mnthly COMPARING SYMBOLS The chart windw will allw yu t verlay multiple symbls in a single chart windw. This is dne via the Add, Cmpare and Change buttns. In the symbl entry bx, enter the symbl t be verlaid, and click the Add buttn t add the symbl t a new pane. The pulldwn menu n the Add buttn prvides ptins t verlay the symbl in an existing pane with either its wn scale, r the existing scale. The Cmpare buttn adds the symbl as an verlay in Pane #1. Alternatively, yu can enter multiple symbls separated by a cmma (,) which will default t a percentage based scale. T change an existing symbl in a chart with multiple symbls, enter yur new symbl in the symbl entry bx and use the Change menu t select an existing symbl t replace. T delete a symbl frm a chart with multiple symbls, click the symbl frm the legend r its plt and use the Delete buttn. TECHNICAL STUDIES Reference the study list fr available studies and usage details. T add a new study Select the symbl r study frm the chart/pane header r plt display that the study will be applied t Select the Studies buttn 11 frm the tlbar t pen the studies dialg. The study dialg displays the available studies alng with a brief descriptin f the study. Page 3 Chart
Select a study frm the list Select Add buttn t add study t default lcatin, r use the drpdwn arrw n the add buttn t select study lcatin. Custmize an existing study Right click n study and select Study Prperties, r duble click n the study t pen the prperties dialg Edit the study parameters and select OK (applies changes and clses dialg), Apply (applies changes and leaves dialg pen) r Cancel (clses dialg with n changes) Nte that the Perid crrespnds t the currently defined frequency f the chart e.g. daily, minutes. Study value markers can be custmized between Default, Value, Arrw and Nne. Markers can be psitined t the left r right f the price scale. These are useful settings when dealing with multiple studies and/r symbls n a chart. T chse default settings, as well as define settings fr symbl value markers, right click n the chart r select Mre > Display Prperties > Data Inf. Settings can be custmized fr Symbls and Studies independently. Delete an existing study Select study in the chart legend r plt display Right click n study > and click Remve, r click Delete 9 frm the tlbar Delete all studies Right click n Chart r select Mre > Remve all Analytics r select remve all analytics icn Drawing bjects will als be remved 22 Page 4 Chart
EXPRESSION SHORTCUTS The chart windw can display mathematical expressins. An expressin uses ne r mre symbls, numerical cnstants, and simple mathematical peratrs (+,-,*,/). Expressins can als use the currently displayed symbl as a variable. Expressins can be entered int the symbl entry bx, r managed using Expressin Shrtcuts. Creating and managing expressin shrtcuts Frm Utilities > Expressin Shrtcuts, use the Add buttn t add a new expressin. Expressins can als be edited, cpied, deleted, exprted and imprted. Name (required): Chse a name fr yur expressin. Expressin (required): Expressins must begin with an equal sign (=) Symbls that cntain spaces r ther special characters in their symbl, must be enclsed in single qute marks ('). Yu may use the mathematical peratrs +, -, *, /, as well as parentheses. Standard mathematical rder f peratins applies. 1. Parentheses 2. Multiplicatin/Divisin 3. Additin/Subtractin When using a symbl, yu can specify the price field that is used (if mitted, Last is Default). This is dne by using the dt (.) peratr. Valid fields are: Open High Lw Last Vlume Ask (Tick frequency nly) Bid (Tick frequency nly) Page 5 Chart
Use the variable #IN within the expressin t represent the currently displayed symbl Examples: =ABC / XYZ = ABC/PL ABC =(#IN.HIGH + #IN.LOW + #IN.CLOSE) /3 =#IN.LOW / #IN.HIGH Plts ABC divided by XYZ Plts ABC/PL ABC Plts average f high, lw and clse fr current symbl Plts value f lw high f current symbl Categry, Descriptin and Ntes (ptinal): Yu can type in a categry, descriptin and/r ntes fr yur expressin. Add an expressin Shrtcut t a Study T add an expressin Shrtcut t a Chart, g t the Studies windw and chse the Expressin Shrtcuts tab: Highlight the desired expressin and use the Add buttn at the bttm f the screen t add the expressin t the chart The expressin appears as a new pane n the chart. Expressin shrtcuts withut the #IN variable can als be added t varius ther windws that accept symbls e.g. Detailed Qutes and Watchlists using the expressin name. DRAWING TOOLS Chse chart drawing tls frm the Drawing Tlbar, displayed abve in expanded frmat (select 14 t tggle display frmat). Reference drawing tls help fr available drawing tls and usage. HOLDINGS AND ORDERS Right click n chart r select Mre > Display Prperties > Trading t cntrl chart indicatrs fr the fllwing: Psitins line with marker representing the quantity and unrealized gain/lss fr a held psitin Orders line with marker representing quantity and rder type fr any pen Stp, Limit r Stp Limit rders Executins marker representing executin f an rder fr the security TRADING The Buy and Sell buttns will pre-ppulate the trade ticket with the selected symbl and actin. Additinal defaults fr rder type, duratin and quantity can be chsen frm the trade windw right click in the trade windw and select trade defaults and prperties. The fllwing additinal quick trade entry pints are available frm chart display: Right click n data pint abve current price fr an Equity Buy Stp Qute r Sell Limit rder Right click n data pint abve current price fr an Optin Buy t Open Stp Qute, Buy t Clse Stp Qute, Sell Page 6 Chart
t Open Limit r Sell t Clse Limit rder Right click n data pint belw current price fr an Equity Buy Limit r Sell Stp Qute rder Right click n data pint belw current price fr an Optin Buy t Open Limit, Buy t Clse Limit, Sell t Open Stp Qute r Sell t Clse Stp Qute rder Change an pen rder 1. Select an pen rder marker lcated t the left, and hld dwn muse buttn 2. Drag marker up r dwn n chart t desired new price 3. Drp marker and yu will be prmpted t cntinue r cancel change request. Cntinue will pen up trade ticket in change mde with the new price. Click Preview Order fllwed by Place Order t submit the change. ADDITIONAL FEATURES Cursr tracking (right-click n chart r select Mre > Tracking) Bar tracking: display a vertical line that mves ver the chart as yu drag/click yur muse pinter Crss tracking: display a crssbar that mves ver the chart as yu drag/click yur muse pinter N tracking: Cursr tracking will be disabled Glbal tracking: Cursr tracking will be linked t all active chart windws Sticky tracking: Cursr tracking will nt mve with muse pinter (click chart t change psitin) Data view display charts pint data in a mveable data bx Right click n the chart r select Mre > Data View, r select the Data View icn 19 frm the tlbar t turn n r ff Yu can adjust clr and transparency f data view frm Right Click / Mre icn > Display Prperties > Data View Snap / Snap t Studies By default, trendlines (fr example, the line ptin in drawing tls) snap t bar highs and lws r t studies when trendlines are added t a chart. T turn this functin ff, right click chart r select Mre > and uncheck the Snap / Snap t Studies ptin Gapless Intraday charts Eliminates empty spaces between bars/candlesticks/dts caused by absence f trading during thse times (affects intra-day charts nly) Price Scale (right-click n chart r select Mre > Price Scale) Aut scale: selects the apprpriate scale based n the range f price data being displayed Percentage scale: display the scale as a percentage with the 0 line being placed at the price level at the far left side f the chart Lgarithmic scale: divides the chart lgarithmic scale (i.e. 1, 10, 100, 1000) which can aid visualizatin when the chart cvers a large range f values Chart Data Table Prvides a histry f prices and study values in tabulated frmat Right click n chart r select Mre > Chart Data table Data can be exprted t CSV Plt types (right-click n chart r select Mre > Plt Type, r select plt type icn ) Bar Candlestick Candlesticks may nt be visible with default settings with lwer screen reslutins. T imprve 16 Page 7 Chart
candlestick visibility, reduce time perid, r increase frequency, r adjust candlestick utline clr frm plt prperties. Line Area Dt Level Histgram Heikin Ashi Right click n plt and select Plt Prperties, r duble click n plt t adjust prperties f plt Settings are available t mdify clrs, size, shape and utline depending n plt type Up/Dwn based n Previus Clse (Bar/Candlestick nly) check t have up/dwn clr fr bar/candlestick be based n change frm clse f previus bar/candlestick. When unchecked (default) up/dwn clr is based n change frm pen t clse f current bar/candlestick. News Right click n chart and select View News t view news fr that day Preferences Select the Views icn 10 and Save Current View As t save current settings fr future use The Views icn als allws previusly saved settings t be applied t the existing chart Right click chart r select Mre > Defaults > Save Chart Prperties as Default t make current settings default fr new charts Tabs Yu can have up t 5 tabs T turn ff tabbed display, Utilities > Preferences > Appearance > Select Hide if single tab T rename tabs, right click the tab and select Rename Tab Markers Click the Markers Icn 21 t turn n and ff markers denting significant events Markers are available fr Splits, Last Opinin, Recgnia Bearish Events, Recgnia Bullish Events, Dividend (exdate), Earnings annuncement date, 52 week high, and 52 week lw, and Lts. Nte that Lt markers nly shw currently pen lts WINDOW LINKING Select the linking icn t adjust windw linking settings With Link t All enabled, windw will receive symbls selected frm Snap Qutes, Watchlist, Hldings and ther windws set t bradcast symbls (default) Symbls d nt feed t nne visible tabs by default. T change this behavir, click the linking icn at the lwer right f the chart. With Symbl Bradcast Surce enabled, windw will send entered symbls t ther symbl based windws Clrs: If selected, windw will nly send/receive symbls frm windws set t the same clr r link t all in link settings Prtfli Link: Use in cnjunctin with Prtfli Analysis windw. When Prtfli Link is enabled, the chart windw will display the histrical value fr any wrkspace r linked watchlist with entry dates/prices defined that is selected frm the Prtfli Analysis windw. Page 8 Chart
WINDOW OPTIONS Select the ptins icn t adjust windw ptins New - Creates a new windw. Select the windw type, then select the psitin f the new windw, r chse In this windw t replace existing windw with the new windw. Shw Windw Title Un-selecting this ptin hides the windw descriptin. Re-check t display windw descriptin. Maximize/Restre Only displayed if windw des nt fill entire page. Maximize expands the windw t fill the current page. Restre will set back t riginal size. Shw Titlebar - Un-selecting this ptin hides the title bar that is displayed at the upper left. T shw the title bar again, mve cursr up t the tp f the windw until the cursr pinter turns t a hand, then right click and recheck Shw Titlebar, r frm main menu select View > Shw Title Bars (this will restre all hidden title bars) Shw Titlebar descriptin Display custm descriptin as defined using Custmize Titlebar Descriptin Custmize Titlebar Descriptin Replaces default descriptin and titlebar cntrls with a custmizable descriptin. Fr symbl specific windws, use #sym t insert currently selected symbl int custm descriptin. Click anywhere n the titlebar t restre default descriptin and titlebar cntrls. Shw Fter - Un-selecting this ptin hides the fter. Re-select t display the fter again. Cpy Out (displayed when windw is dcked) Cpies this windw as a flating (stand alne) windw. This actin can als be perfrmed using the Cpy Out icn Attach (displayed when windw is un-dcked) Mves a flating (stand alne) windw inside the active page Cut Windw - cpies the windw t the clipbard, and remves the windw frm the wrkspace. Once cpied, click Edit > Paste Chart t add the windw t the wrkspace using default settings fr adding a new windw (use View > Preferences > Wrkspace > Open new windw by default t change hw new windws are added t the wrkspace) Cpy Windw cpies the windw t the clipbard, with all settings. Once cpied, click ptins icn and chse Paste Chart, then chse a psitin fr cpy f windw. Or click Edit > Paste Chart t add the windw t the wrkspace using default settings fr adding a new windw Cpy Windw Image cpies an image f the windw t the clipbard, which can then be pasted int an email, dcument r image editing applicatin Send Image by E-mail - creates new email message using default email client with screensht f current windw attached Take Custm Screensht drag muse t define an area t cpy, then paste int image editr Print Prints this windw Help lads this help file Display Prperties Text & Clrs fnt setting fr display elements and symbl watermark settings Includes Alternate Backgrund Clr setting which will separate market sessins using an alternate clr as defined belw: Fr time perids set t 1, 2, 3, 5, 10, 14, 20, 30 r 50 days: alternate clrs will be daily. Fr time perids set t 100, 120, 150, 180 days, r 1, 2, 3, r 5 years: alternate clrs will be mnthly. Fr time perids set t 10, 20, r 25 years: alternate clrs will be yearly. With time perid set t Available, if frequency is 1, 5, 10, 15, 30 minutes: alternate clrs will be daily. If frequency is Daily: alternate clrs will be mnthly. If frequency is Weekly r Mnthly: alternate clrs will be yearly. Plt Clrs define default chart element clrs Data View define display settings f data view Legend cntrl display f chart legend Page 9 Chart
Data Inf define display f study/price value markers and frmat f chart markers Gridlines display and clr f gridlines Includes ptin t separate market sessins using vertical lines. Rules fllw same pattern as alternate backgrund clr Frmatting define precisin f displayed values Defaults define chart display defaults n initial lad Trading cntrls display f hldings and rders Empty - (displayed when windw is dcked) remves the windw and leaves an empty space in which a new windw can be added Clse remves the windw. Any remaining windws will be adjusted t fill empty space Optins invlve risk and are nt suitable fr all investrs. Certain requirements must be met t trade ptins. Befre engaging in the purchase r sale f ptins, investrs shuld understand the nature f and extent f their rights and bligatins and be aware f the risks invlved in investing with ptins. Prir t buying r selling an ptin, clients must receive the ptins disclsure dcument Characteristics and Risks f Standardized Optins. Call the Investment Center at 1.877.653.4732 fr a cpy. A separate client agreement is needed. Investing invlves risk. There is always the ptential f lsing mney when yu invest in securities. Merrill Edge is available thrugh Merrill Lynch, Pierce, Fenner & Smith Incrprated (MLPF&S), and cnsists f the Merrill Edge Advisry Center (investment guidance) and self-directed nline investing. Investment prducts: Are Nt FDIC Insured Are Nt Bank Guaranteed May Lse Value MLPF&S is a registered brker-dealer, Member SIPC and a whlly wned subsidiary f Bank f America Crpratin. 2017 Bank f America Crpratin. All rights reserved. Page 10 Chart