The User Manual. Every Chapter, One Click.

Recent Charts Features

Synchronized Exploring — multiple charts of the same ticker all change when exploring in a list. Includes real-time, daily, weekly, monthly.

Delete All Attributes in Chart — all attributes for a chart can be deleted dynamically while charts are open, with no ticker reopen required.

Create a Spread Between 2 Tickers

This chart illustrates a real-time overlay of one-minute bars of the Gold June futures on COMEX over the price ticker of ABX, Barrick Gold Corp. The indicator below is a straight real-time spread between the two tickers.

New Print Features — Screen Print and Screen Print (Fit to Page)

WYSIWYG — What You See Is What You Get printing. AIQ Charts only.

Comparison Charts — Compare Multiple Tickers in Percentage-Change Format

Enter tickers through the regular Chart Ticker function separated by a semicolon, or use the Explore List feature in the control panel — you can also add or remove tickers while in Explore List view. Six time frames are available: YTD, 1 MO, 3 MOS, 6 MOS, 1 YR, 2 YR, and each ticker is automatically assigned an independent color.

The first example shows a YTD percentage-change comparison of the S&P 500 [SPX], Nasdaq Composite [OTC], and the Volatility Index [VIX] — the dramatic drop in the VIX as the markets rose from the March lows is clearly shown, with the more volatile Nasdaq outperforming the S&P 500.

The second shows a 3-month comparison of the iShares Russell 2000 [IWM], SPDR Financials [XLF], and streetTRACKS Gold [GLD] — strong performance from the Financials vs. the Russell 2000, with Gold's less stellar showing in blue.

The third shows a YTD comparison of the S&P 500 Computer Group [COMPUTE] with three stocks from that group — IBM, Hewlett [HPQ], and Apple [AAPL]. AAPL's strong performance has driven the group's gains.

Overlaying Price History From the Past on a Current Chart

The sliding overlay feature lets you overlay any part of a ticker's history over any other part. Below, the Dow Jones Industrial Average from July 1972 (yellow) is overlaid on the DJIA from May 2002 (red). Now it's possible to really discover whether history repeats itself.

To view a chart of two overlaid tickers:

1. Open Charts and display a chart of ticker #1.
2. Select Overlay from the Chart sub-menu. The Overlay Ticker dialog box appears.
3. In the Ticker Symbol section, enter the symbol of the ticker to overlay (ticker #2).
4. Choose the Vertical Scales option (L&R — ticker #1 scale on right, ticker #2 on left; or R only — both on the right) and pick colors for the overlay ticker's Hi Lo Bars, Open, and Close from the 16 available.
5. Click OK — the Price Plot displays the overlay ticker along with the originally charted ticker.

Recent EDS Features

New Indicator Fields — for all indicators that incorporate support lines, support-line fields have been added. For example, two new fields are available for MF RSI: [MF RSI Lower Support Line] and [MF RSI Upper Support Line].

New Built-in Function — TrendlineBreakout()

Breadth Analyzer

Want to find the percentage of S&P 500 stocks at a new 52-week high AND display it as an indicator over the last 5 years? That's where Breadth Analyzer comes in. Analyze any basket of tickers against almost any rule and display the results — breadth tickers can be charted or incorporated into other screening rules, making powerful and unique market timing tools possible.

A special ticker type named Breadth is created with the New Ticker function in Data Manager. Breadth ticker values are not downloaded — Data Retrieval computes them from an EDS screening formula you specify: for each Breadth ticker you choose an EDS rule and a list of tickers, and after each data update the number of tickers passing the rule is stored as a percentage of the list.

To create a Breadth ticker:

1. Select New from the Ticker menu; the New Ticker dialog appears.
2. Enter a name for the Breadth ticker.
3. In the Type section, select Breadth, then click OK.
4. In the next box: enter a Description (optional); select the Source list of tickers to screen; use the EDS File box to find the strategy file containing your rule; pick the rule from the EDS Rule box; enter the First date to begin computing; click OK.
5. The new ticker appears in the Master Ticker List with Breadth in the Type column.

To compute historical breadth data: from the Utilities menu select Compute Breadth Analysis; choose Tickers as the source and enter the Breadth ticker's name; select Compute From Last Date of Data; click OK and the Compute Breadth window shows progress.

To auto-update after downloads: in Data Retrieval Options, check Update Breadth Tickers in the After Updates section, then click Save Setup.

Example — percentage of S&P 500 stocks overbought on RSI Wilder: create a ticker called RSIOVERB with the SP500 list as source and the built-in rule RSIWilderover70 (from EDS Strategies\Technical Indicator Strategies\Strategies Using One Indicator\RSI Wilder\RSI Wilder in Overbought Territory.eds). Compute the breadth data, then chart RSIOVERB — or build a custom indicator from it with TickerUDF:

The custom indicator can then be charted alongside the SPX index.

Recent Portfolio Manager Features

Portfolio Allocation Charts, Performance Analysis, Risk Analysis, and short-strategy testing.

Portfolio Asset Allocation Pie Charts

Pie charts show how your account is allocated by individual stocks or by industry groups — compare value vs. risk across up to 20 different stocks or groups. Each chart can show allocation by current Value, original Cost, or Risk (measured by standard deviation of price), with sections representing individual securities (including cash) or groups/sectors.

To change pie chart settings: right-click the Asset Allocation page → Property Sheet → Pie Charts tab; pick Portfolio, Group, or Sector as the source (choosing the group/sector list if applicable); choose an allocation parameter for each of the two charts; click OK. To change colors: Property Sheet → Pie Chart Colors — 20 colored boxes arranged clockwise from 12 o'clock; click any box to change its color.

New Performance Analysis

Performance analysis including up to 5 benchmarks.

New Risk Analysis

Annualized IRR, Sigma, Sharpe Ratio, Treynor Ratio, Alpha, Beta, and R-Squared on up to 5 benchmarks. The internal rate of return (IRR) is the discount rate that, applied to all cash flows, results in a net present value of zero — a useful measure for portfolios with varying cash flows.

To annualize IRR: right-click the Risk Analysis page → Property Sheet → Return/Statistics tab → check Annualize Returns → OK. To set the time period: same tab, choose Weekly, Monthly, Quarterly, or Annually. To set the time interval: Property Sheet → Graph tab → choose Maximum days (enter the number of days) or Date Range (enter start and end dates) → OK.

Test a Short or Weekly Strategy in Portfolio Simulator

When setting up a simulation under Account → New → Simulation, the Edit Strategy area's Time Interval tab now lets you specify a short strategy or weekly data.