Getting Started

The annotations are to familiarize the user with the StockShare V2 screen layout. The example below shows a tab displaying two (2) chart pages. Within these chart pages, notice the reference names. These reference names are defined in this chapter.

The Menu Bar includes pull down menus. (Functions with access via the Program Tool Bar are noted by icons.)

Print: Allows the user to print a hard copy of the currently displayed information. (Note: Icon drag blocks and zoom buttons do not appear in image.)

Search: Shortcut to the selected data feed search web page to look up stock Symbols.

Save Chart Image: Saves an image for future reference. Image is placed into the user specified directory. This is the pop up box that appears:

Save Configuration: After adding and configuring a Tab and related chart pages, the configuration must be saved for future use.

Note: This action is also necessary when a Tab is removed. If this action is not taken, the next time StockShareV2 is started, the previously saved configuration will be utilized.

Add Chart Tab: Generates a new Tab. Allows user to name the Tab and configure the number of chart pages displayed on the created tab.

Re-order / Rename chart Tabs: Allows the user to move Tabs to position them relative to other Tabs. This feature accommodates user preferences regarding sequence during analysis and can speed up the analysis process. In addition, this is where the user can also 'Rename Tabs'.

Edit View Menu: Allows the user to access web sites of interest from StockShareV2 much like "favorites" in a Web Browser. In addition, the user can use this feature to launch program applications like MS Note Pad or MS Excel. Click here to see more.

Back Test Date: Permits selection of the last date displayed on a chart until overridden by the user. This is a training function used to reduce influence on analysis decisions, which could occur due to knowledge of future trends.

Y Axis Auto scale: Automatically adjusts the Y-axis ($) scale on the chart to expand the chart relative to the price range of the stock under analysis in the period of interest. When un-checked, it uses the entire price range in the current time frame to calculate the price axis.

Show Pivot Point: Displays the pivot point on the cursor with two (each) support and resistance levels. Display can be controlled by check box.

HQ Graphics ON	HQ Graphics OFF

Chart Preferences: Allows the user to change chart background, label, tick mark colors and left margin periods, turn alternate year shading, turn legends on / off and turn Vertical Highlite on / off..

Float Data Manager: Allows the user to 'Add', 'Update', 'Remove' or 'Save' float value data for symbols. Note: This feature is only available with the Woods Float Plug-in.

Contents displayed in this menu are dependent on user preference and configurations created by the user, in the Edit View Menu. Click here to see more.

StockShareV2's default "Time Frame" is set to 2 years* of historical data. The user is allowed to modify this default. The amount of historical data choices permitted is 1, 2, 3, 5, 10, or 20 years retroactive from the current date.

*Note: StockShareV2 creates charts dynamically. Generally, longer time frames take longer to calculate depending on the user's computer hardware and Internet connection.

StockShareV2 offers the user to choose from multiple data feeds; including ASCII or MetaStock data import. The default "Free Data Feed" is set to Yahoo. The user is allowed to modify this default. The free data feed choices permitted are from Yahoo, Brite Futures or MSN.

StockShareV2 includes a Risk/Reward calculator, which allows you to calculate the numbers of shares you can trade while staying within your risk percentage. Click here to see more.

You can also gain quick access to the windows calculator at anytime within StockShareV2. You can set the view to either "standard" or "scientific".

Help - This feature allows the user to launch the "on line help document" The help document is available in two (2) formats.

HTML - This method allows the user to view and search the document in a web based browser.

PDF - This method provides the user with a printer friendly format.

Stock Selector Field and Check box: The symbol must be entered here by the user; then press return to retrieve data. (If the box is checked

then the symbol will be placed automatically into the current Watch List Group).

Search: Context Sensitive Shortcut to the selected data feed search web page to look up stock Symbols.

Add Symbol to Group: The symbol listed in the stock selector field will be added to current group.

Group: The user can use the drag down arrow located to the right of the Group Name box and highlight the desired Group. The default names listed in this group is "All" and "Checked".

All – This list contains the entire list of symbols from all of your watch groups. (Note: symbols may be associated to multiple groups. However, each symbol is only stored as one chart.)

Checked – This is a list of symbols which the user has "Tagged" (with a check mark) for further analysis.

Rename Group: This allows the user to rename a group name to the current list of groups.

Add Group: This allows the user to add a new group name to the current list of groups.

Remove Group: This allows the user to delete a group name from the current list of groups.

Remove Group Symbol: This allows the user to delete selected symbol(s) from the current group.

Clear Checked: This will clear the "check marks" of all the symbols that were "Tagged" in the selected group.

The total quantity of symbols listed in the current group is tallied and displayed in the lower left corner of the screen.

The user can re-size Watch List section, making it larger or smaller, to customize StockShareV2. To do this, move the mouse over the "re-size Watch List bar" until the cursor changes. Then, click on the left mouse button and drag the bar up or down to desired size.

This area contains user generated and/or default Tabs to facilitate analysis of a stock.

Displays analysis values and data for a selected date on each chart page based on the analysis being utilized.

StockShareV2 can accommodate up to ten (10) chart pages per tab. Chart page(s) are where analysis data will be plotted.

The user can re-size chart pages, making them larger or smaller, to customize StockShareV2. To do this, move the mouse over the "re-size chart bar" until the cursor changes. Then, click on the left mouse button and drag the bar up or down to desired size.

The Date Scroll Bar allows the user to move the chart's viewing area (time frame) left or right to a desired setting or into the future.

To activate the cross-hair cursor, click on the left mouse button on any chart page.

• X axis - Drag this line up or down to see the referenced data scrolling in the right margin. ($ , volume, % etc.)

• Y axis - Drag this line left or right to see the referenced dates scrolling in the bottom margin.

Zoom in – Press this button to see less data in a larger presentation on the page.

Zoom Out – Press this button to see more data in a smaller presentation on the page.

StockShareV2's property boxes allow users to set their own preferences for most tools, overlays and screens. Where property boxes are available, the user can modify values, colors and settings, change defaults and remove tools. Access to the properties box typically is by right mouse button click "on a page" or "block icon".

The "block icon" is associated only with tools. Right mouse click on it to gain access to the properties box.

Click this to revert back to what you previously had. This will ignore any changes made.

Boxes with a triangle indicate a "drag down". The user can mouse click on the box and select from a series of choices.

This section explains how to configure Tabs and Chart Pages. This is how a user would customize StockShareV2 to meet their analysis needs.

The first three (3) icons (left to right) in the Program Tool Bar are associated with configurations. They are:

After selecting the "add a tab" feature, StockShareV2 will prompt the user to name the tab. The user chooses a name for that tab. For example, if the intention is to generate a two-page tab with a candlestick price in the upper chart page and volume in the lower chart page, the name could be "Price/Volume". In the example shown below, the tab has been named "Price/Volume". After entering the name, select "OK".

Selecting the tab name will then result in another dialog box to display. This example shows a selection of two (2) chart pages. (Two (2) is the default value. Use the drop down arrow to select any other number up to ten (10)). Then click "OK" following the user's choice of number of charts. This action will provide the following display.

As shown above, the user has generated a Tab (Price/Volume) with two (2) chart pages ready to be populated with chart types.

To remove a chart tab, you must delete the tab by using the "Removing the Chart Tab" function. There are two (2) ways to access this: (a) Click on the "-" Icon on the tool bar or (b) go into "Edit" …"Remove chart Tab". After selecting the "remove a tab" feature, StockShareV2 will prompt the user to confirm removal.

To rename a Chart Tab, this takes only a few simple steps. First goto "Edit" …"Re-Order / Rename Chart Tabs ... ". Then highlight the Tab name to be changed with a left mouse click. Then select the "Rename" button … a pop up box will appear … input the new name … press 'OK'.

This example is representative of the process required for all the techniques you can use in StockShareV2.

Price – Candle, Bar (also referred to as OHLC), or Line To finish this example, we will enter Candlestick Price as the upper chart page and Volume as the lower chart page. Follow the instructions on the upper chart page (using Right mouse button to select chart type). In the pop-up Menu, click on "Price -> Candlestick". The result will be a Candlestick chart representation of the stock symbol in the symbol box.

Note: Line charts can also be created. To do this, first create a OHLC price page. Now change the property colors for this price indicator to 'Transparent'. This will give the appearance that there are not any bars on the page. Next, add an SMA line onto the chart … Change the SMA period property to '1' … and there you have it … a 'Line Chart'.

Follow the same procedure in the lower chart page of this Tab. Select "Volume". This time the user will be presented with a second pop-up Menu. Select and click on "Volume Bar". The lower chart page is now populated with a Volume Bar chart.

Other Chart Types – MACD, Stochastics, Williams %R, RSI, 5-Day Arms, Average True Range, CCI, Chande Momentum Oscillator, Directional Movement Indicator, Moving Average Oscillator, Stochastics RSI, TRIX and Ultimate Oscillator.

The pop-up menu to the right identifies the other analyses that require a separate chart page for display.

The 'Chart Page Properties' feature offers three 'Chart Page modification' options which the user to can choose from. Access is by right mouse clicking on any chart page and selecting "properties". These include:

The 'Chart Page Preferences' feature offers 5 'Chart Page modification' options which the user to can choose from. Access is by going into the EDIT menu then select Chart Preferences…. These include:

The following features allow the user to compare the performance parameter of one stock to another or to an index. The Fix to Symbol feature accommodates this type of comparison. To utilize this, generate a tab with two chart pages, name the Tab "SPX" and populate each page with Candlesticks. Then, right mouse click on the lower chart page and select "properties". This action will produce a display as seen in.

To continue configuring this chart page, select "Set Chart Name" and enter "SPX" (or other user preferred text). Select "fix chart to symbol" and enter "^SPX" (or other user preferred symbol). To remove the horizontal or vertical grid lines (optional), left mouse click in the checked box (the check mark will disappear). Select "OK". The results of these actions are displayed below (see paragraph following for further explanations).

In the figure above, when a different symbol is selected, the upper chart page will change but the lower chart page will continue to display the SPX (S&P 500) Candlestick. Confluence, Fibonacci and Trend Lines, plus all the Overlay analyses can be displayed on any one, or all, chart pages. Notice that the tab has been named SPX so the user can quickly click on that tab when looking to compare a stock's price (in our example) to the SPX price. Also notice the SPX in the Stock Legend Bar of the lower chart page. This is a reminder that the lower chart page is fixed to SPX.

The user can toggle the horizontal and vertical lines on or off with a left mouse click in the box.

The user can toggle the Y axis scaling to be either automatic or manual. If the 'Auto' box is not checked, then the user must input the Min (lower limit) and the Max (upper limit).

The user can change chart label and tick mark color by using the drop down arrow.

The margin is the area located to the right of the current period candle and to the left of the Y Axis Legends. The user can change margin periods by either increasing or decreasing the toggle arrows or the user can input a number. The Margin periods are equal to the time frame the user has previously set.

The user can turn the X Axis 'Alternate Year shading' on or off by toggling the check mark.

The user can change chart background color. There are over 250 colors to choose from.

The user can turn the cursor 'Vertical Highlight' on or off. A check mark in the box will show a 'blue vertical highlight' on the date in which the cursor was last mouse clicked.

Right mouse click on any Candlestick or Volume Bar Chart type and select "Add Overlay". The options appear in a second Menu. Select from these Analytical Techniques to place (overlay) them on the chart.

Right mouse click on the chart, go to the overlay you wish to remove and click the "X Remove" button. This will clear the overlay from the chart.

In the figure above, both Bollinger Bands (green) and Parabolic SAR (black) are overlaid on a chart. They are selected just as previous overlay analyses are selected by using the right mouse button. Once a Bollinger Band or a Parabolic SAR is selected, the user has the option of changing the properties or removing the overlay (X Remove). The property selection allows the user to customize the indicator parameters and visual appearance.

The period of time (Daily, Weekly or Monthly) selected on the chart will determine the period represented by the overlays (also other type analyses).

The value (at the current cursor position) is shown on the Stock Legend Bar for the following analyses: Bollinger Bands, Parabolic SAR, and both Simple and Exponential Moving Averages. By moving the cursor along the chart (after left clicking on the mouse), the user can view different values along the analysis. These values display on the Stock Legend Bar.

Swings will also place references in this area, but they are not values. They are keys defining which Break or Test is applicable for a particular Candlestick. The applicable value can be viewed using the Tool Tip feature.

After a technique is overlaid on a candlestick chart, the next time an overlay is selected, that particular technique is no longer available for selection. The menu item will not be shown as BOLD in the pop-up menu. This is true for all but Simple Moving Averages and Exponential Moving Averages because multiple SMAs and EMAs may be used.

After a stock symbol has been entered into the Symbol field, press Enter and StockShareV2 will collect data from the Internet. In addition, StockShareV2 will check to see if Confluence calculators, Fibonacci calculators, Trendlines, or Price Labels have been added in prior sessions with this symbol. When detected, these analyses will be added to the chart automatically.

StockShareV2 automatically saves these studies when you exit the application or elect to investigate a new stock symbol. This feature precludes the necessity of re-creating the analyses, which would normally require that you have some sort of record in order to duplicate the inputs. For example, the chart below indicates a tab displaying a Confluence calculation that was previously completed based on the stock symbol "A".