Ionic Pro Pro manual

User Guide[...]

© Ionic Information Ltd. 1997-2006 All rights reserved. This guide and the program are copyright works of Ionic Information Limited, London, England and are licensed in terms of our standard contract. The data referred to herein is the copyright of the London Stock Exchange, Hemscott PLC, FTSE, AFX News and others. Reproduction in whole or in part[...]

Eighth Edition, April 2006 Contents 1. How to Use This Guide 3 2. Financial Background and T erminology 5 3. Intraday Information 7 4. Windows 1 1 5. Intraday Graph Window 13 6. List Window 21 7. T icker 27 8. Intraday Alarms 31 9. T rades and Quotes List 37 10. Messaging 39 1 1. Dynamic Data Exchange (DDE) 43 Index 47[...]

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Page 2 Page 3 Page 2 1. How to Use This Guide This guide explains how to use the extra features available in ShareScope Plus and Pro. It is intended to be used in addition to the ShareScope User Guide, which details the features that are common to all ShareScope programs. The features described in this guide are generally common to both Plus and Pr[...]

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Page 4 Page 5 Page 4 2. Financial Background and T erminology Intraday Data London Stock Exchange (LSE) and FTSE supply real time prices for UK listed shares and FTSE indices in ShareSco pe Pro. The data is delayed by 15 minutes in ShareScope Plus. All of ShareScope’s US data (NASDAQ, NYSE, AMEX) and many international indices (CAC, DAX, S&P [...]

Page 6 Page 6 T erminology SETS Most liquid LSE stocks. SEAQ Less liquid LSE stocks. Mid Average of the bid and of fer. Open The first ‘reliable’ price for the day . LSE SETS: The first uncrossing price or , failing that, first automatic trade. LSE SEAQ: Mid price when the market opens. Other markets: First T rade FTSE 100, 250, 350 & Sm[...]

Page 6 Page 7 Page 6 3 . Intraday I n f o r m a t i o n Intraday Data ShareScope Pro will give you up-to-the-second information on: Prices a nd vol ume for all UK equities and investment trusts listed on the London Stock Exchange (LSE), the Alternative Investment Market (AIM) , US equities listed on NASDAQ , the New Y ork Stock Exchange (NYSE), the[...]

Page 8 Page 8 Max receives all available data (including prices, trades and volume) for the selected feed in real time. Norma l will display snaps hots of fifteen secon ds includin g mid price movements and cumulative volume. Minimal will display snapshots of one minute including mid price movements and cumulative volume. None will switch off data[...]

Page 8 Page 9 Page 8 Once a connection is made, the dialog box will automatically close and you will be connected. T o connect automatically every time the program is opened, you need to select T ools : Options... : Intraday Feed and then select Auto connect to the feed . Connection status is shown in the bottom right-hand corner of the screen. A s[...]

Page 1 0 Page 1 0 Intraday Price History Should you wish to recover data from previous days you can backfill the intraday history , this will enable you to see intraday graphs for previous days. Y ou can download, or backfill, up to four weeks (20 trading days) of data. T o do this, select Update : Backfill intraday history ... When the dialog b[...]

Page 1 0 Page 1 1 Page 1 0 4. Windows ShareScope Plus and Pro allow users to view multiple windows at one time. With multiple window viewing, there is no limit to how many windows you can to add to your screen. The diagram below illustrates multiple windows in ShareScope Pro. Linking Windows All graph and list windows can be linked , giving you mul[...]

Page 1 2 Page 1 2 T o unlink a window , right click on the title bar and from the context menu that appears select Unlink window . Adding and Re-sizing Windows T o create a new window , select Window : New window . Select the type of new window you require from the sub-menu that appears. Alternatively , you can right click on the screen and select [...]

Page 1 2 Page 13 Page 1 2 5. Intraday Graph Window T o view the intraday graph window if it is not already showing on your screen, select Window : New Window : Intraday graph . The intraday graph window will initially display the current day’s trades along with the bid and offer price. The shaded area of the window below the trades line represent[...]

Page 1 4 Page 1 4 Context Menu Right click over the intraday graph window to reveal the graph window context menu, which offers you the following options. Graph Design By selecting Graph Design… from the context menu, a dialog box will appear , as shown on the opposite page. At the top of the graph design dialog box is the De-spike slider . From [...]

Page 1 4 Page 15 Page 1 4 The Library facility allows you to save and restore individual graph settings which can be easily exchanged with other ShareScope users. T o save a graph setting, click on the Library button and select Add current settings to library . Y ou can then name and save this setti ng in your Libra ry fold er or save to anothe r l[...]

Page 1 6 Page 1 6 Show opening pric e will disp lay the day’ s opening price on the left-ha nd vertic al axis of the graph. Previous day’s high/low/close will overlay the previous day’s high, low or closing price as a horizontal line on each day of the intraday chart. ShareScope will get prices from the historical price database. If this is n[...]

Page 1 6 Page 17 Page 1 6 The following three time scale options are available: Show all data will display all trades over a twenty four hour period, including trades outside of trading hours. Market hours will display trading hours only (this will vary depending on the exchange that the share is listed on). User defined hours lets you choose the [...]

Page 1 8 Page 1 8 Analytics T ab The calculation of analytics can be edited on an intraday graph when two or more day’s history is displayed. If you select the Use all data radio button, this will use all available data for each day . This includ es price movements outsi de of normal market hours. If the Use Graph time radio button has been selec[...]

Page 1 8 Page 19 Page 1 8 Lines Y ou can add lines to the intraday graph window by selecting Lines & T ext from the context menu, or using Shift and dragging with the left mouse button just as you can on your historical graph. Using right shift and left click adds a horizontal line starting from the cursor . Under the Lines & T ext sub menu[...]

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Page 2 0 Page 21 Page 2 0 6. List Window ShareScope Plus and Pro list windows have several important extra features and functions. When you are connected to the intraday feed, incoming prices flash in the window as data is received. As the default setting, intraday prices will flash green when a price has risen, yellow if the price stays the same[...]

Page 2 2 Page 2 2 Context Menu Right click in the list window to view the context menu: List Design By selecting List design… from this menu, you can design the layout of your ShareScope Plus or Pro list window (see the dialog box on opposite page). On the left of the list design dial og box is the Wra p Colum ns (if possi ble) option . If you we[...]

Page 2 2 Page 23 Page 2 2 The T ext tab lets you change the colour of the text and background within the list window . Click on the colour box next to any of the options listed and select the colour you want to use. The Colours tab offers options to edit the appearance of the list window . Y ou can alter the colour of the V ertical and Horizontal l[...]

Page 2 4 Page 2 4 Adding Intraday Columns ShareScope Plus and Pro allow you to display many columns that are designed specifically for intraday data. T o select these columns place the mouse pointer over the grey column heading area and right click. Y ou will see the following menu: On selecting Add Intraday Column… from this list, you will be g[...]

Page 2 4 Page 25 Page 2 4 The choices on the Prices tab allow you to create custom columns based upon the bid and offer prices. For example, if you select Mid bid/offer as the Price, Price as the Price T ype, and Latest V alue as the V alue, you will see today’s latest mid price value. Time shows the time when the bid and offer were last updated.[...]

Page 2 6 Page 2 6 These include: Graph The mid price graph for the current day . Spread graph Graph of the spread value between the bid price and offer price. Tick changes Shows trade ticks by either increase or decrease. Thermograph Bar chart showing the changes to the mid price over time. Buy sell bar Bar chart displaying the day’ s trades as b[...]

Page 2 6 Page 27 Page 2 6 7. Ticker The ticker is a rolling window that displays trades and index values. If it is not showing on your screen, you can activate it by selecting Window : New window : Ticker . The information can be displayed in a variety of styles. Above you can see an example of a vertical scrolling ticker . Each line shows the pric[...]

Page 2 8 Page 2 8 Price Ticker Display Y ou can adjust the information and display of the price ticker window by right clicking over the ticker and selecting Ticker design… . Y ou can also select Ticker : T icker design… when the ticker window is selected. In the ticker design dialog box that appears, you have a number of options from which to [...]

Page 2 8 Page 29 Page 2 8 The Display details options allow you to add or remove display details such as Time , EPIC , Name , Price , and V olume by ticking or un-ticking in the box next to each item. Y ou can also choose Price change since open (absolute change in value from open), Price % change since open (percentage change in value from open), [...]

Page 3 0 Page 3 0 T o the right of the options are the colour and font selection buttons. This gives you the opportunity to highlight companies from specific groups of shares. For example, to make FTSE 100 shares stand out from any other shares, simply click on the Abc button next to FTSE 100 , change the colour choice for the background to yellow[...]

Page 3 0 Page 31 Page 3 0 8. Intraday Alarms Setting and Adjusting Individual Share Alarms Alarms can be added to individual shares and monitored intraday . Highlight a share and select Edit : Intraday alarms . This will bring up a sub-menu with four options, the first being Edit alarms for [share name] . Select this and you will see the following[...]

Page 3 2 Page 3 2 ShareScope will always show you the share name and its current price at the top left of the dialog box. This will be the current intraday mid price. Just beneath the current price, you can select a Fixed price increase or decrease. Tick the relevant box and then type in the increase/decrease figure to the right. If the mid price [...]

Page 3 2 Page 33 Page 3 2 Adding Global Alarms As well as setting alarms for individual shares, alerts can also be set for groups of shares. These are known as global alarms. Global alarms can be added by selecting Edit : Intraday alarms : Edit global alarms . A dialog box (below) will appear that allows you to set intraday global alarms. At the to[...]

Page 3 4 Page 3 4 By ticking Check for golden crosses under the Moving A verage tab for example, you will activate the moving average alarm. Once activated, type in the number of intervals required (one for the Short MA interval count and one for the Long MA interval count ). ShareScope will now search your selected source for any shares which cros[...]

Page 3 4 Page 35 Page 3 4 Lim it alar ms to last X min utes allows you to limi t the perio d of time Share Scope will check back for triggered alarms. Once ticked, enter the required time period to be checked. T riggered Alarms At th e b ottom o f th e T riggered Alarms dialog box there are four different buttons. Alarm Options This allows you to r[...]

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Page 3 6 Page 37 Page 3 6 9. T rades and Quotes List The T rades and quote s list allow s you to view all the trad e and price movem ents for a share during the current trading day . Select Window : New Window : T rades and quotes . T o view a list of T rades and quotes for a particular share, you can either use the Find A Share function (type the [...]

Page 3 8 Page 3 8 Y ou have the option to view trades and quotes for previous days by selecting either Previous trading day , Choose date... or Next trading day from the context menu. Using Ctrl and the left (or right) arrow key on your keyboard will also change the day you are viewing. The T rades Summary dialog box can be accessed by double click[...]

Page 3 8 Page 39 Page 3 8 10. Messaging If you would like to keep in touc h with other Shar eScop e Plus and Pro user s, hav e a technical query or would like to send us your ShareScope wishlist requests, then the real time messaging facility is a convenient way for you to do this. T o view the real time messaging facility available in ShareScope, [...]

Page 4 0 Page 4 0 After agreeing to the messaging policy , you will need to enter a Nick name in the top text box of the profile dialog box. This is how your name will be displayed in the Contacts list and when you send messages to other users. This is the only obligatory entry , so you can remain totally discreet. The rest of the information is o[...]

Page 4 0 Page 41 Page 4 0 T o send a messa ge, select the name of the person you wish to send the messa ge to. T ype the title of the message in the Subject box and the message in the space provided. Click on the Post button in the bottom right-hand corner of the window . The message will be sent and it should reach the recipient within about five[...]

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Page 4 2 Page 43 Page 4 2 1 1. Dynamic Data Exchange (DDE) A Dynamic Data Exchange (or DDE) link allows you to export intraday data into a spreadsheet (such as Microsoft Excel or Lotus 1-2-3) and watch the data update continuously . ShareScope aims to provide all the information that you need for trading in the program. However , should you wish to[...]

Page 4 4 Page 4 4 Examples If you want to see a fully working Dynamic Data Exchange spreadsheet, an example is provided with the program. It is called ShareScopeDDE.xls and the file can be found in the ShareScope Plus or ShareScope Pro folder on the hard drive of your computer , e.g. C:Program FilesShareScopePro. It is the spreadsheet shown on t[...]

Page 4 4 Page 45 Page 4 4 Here are some further examples of formulae to help get you started: FTSE 100, United Kingdom Indices, Current Mid Price =ShareScopeDDE|UKI_UKX!MID V odafone Group plc, London Stock Exchange, Lowest Mid Price =ShareScopeDDE|LSE_VOD!MID_LOW Microsoft Corp, NASDAQ (normal market), T rade Price =ShareScopeDDE|NNM_MSFT!TRADE Hi[...]

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Page 4 6 Page 47 Page 4 6 Index A Alarms Adding global alarms, 33 Adjusting individual alarms, 31 Alarms on lines, 32 Intraday alarms, 31 News alarms, 32 Setting individual alarms, 31 T riggered alarms, 35 Viewing triggered alarms, 34 Analytics Intraday analytics, 18 C Columns Adding intraday columns, 24 Adding trades/quotes columns, 38 Fit width, [...]

Page 4 8 Page 4 8 G Graphs Adding intraday analytics to graphs, 18 Graph design, 14 Intraday graph design, 14 Intraday graph window , 13 Lines on graphs, 19 Micrographs, 21, 25, 26 Shapes, 19 I Intraday Adding intraday columns, 24 Alarms, 31 Adding global alarms, 33 Adjusting individual alarms, 31 News alarms, 32 Setting alarms on lines, 32 Setting[...]

Page 4 8 Page 49 Page 4 8 L Library Opening the library , 15 Saving and restoring settings, 15 List window Adding intraday columns, 24 Context menu, 22 Fit width, 26 List design, 22 List window , 21 Sorting columns, 26 M Messaging, 39 Closing messaging, 41 Reading messages, 41 Sending messages, 40 Setting your profile, 39 N News AFX news, 9 Intrad[...]

Page 5 0 Ticker , 27 Closing the price ticker , 30 T icker design, 28 T rade and/or quotes list, 37 Adding columns, 38 W Windows, 1 1 Adding and resizing windows, 12 Intraday graph window , 13 Linking windows, 1 1 List window , 21 Resizing windows, 12 Windows layout, 12[...]

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Ionic Information Limited 140 Goswell Road, London, EC1V 7DY Phone 020 7549 1 100 • Fax 020 7549 1 101 Email info@sharescope.co.uk • Web www .sharescope.co.uk[...]