Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Welcome to the Getting Started manual. This manual will take you through the

SECTION 1
A Tour of the Market Analyst Environment

essential sections of Market Analyst, providing you with a solid foundation to expand upon. Market Analyst offers in-depth analysis tools and purpose built modules, built to assist you to become the best trader possible. With the knowledge of how to use all of the tools and modules available to you in Market Analyst, you will open up for yourself new avenues of trading discovery, helping you to become a better and more profitable trader.

Opening Market Analyst

Market Analyst requires a user name and password before access to the Home page is available. This process requires an internet connection the first time Market Analyst is opened. Your user name and password is created at the time of purchase. Once entered into the login screen, you can tick the Remember Password checkbox so you do not need to re-enter the details each time Market Analyst is re-opened. Additionally, you can bypass the login screen altogether by ticking the Auto Login checkbox. As long as you have an active connection to the Internet you will not need to enter anything into the login screen.

User Name and Password

If youve lost your user name or password details you can retrieve them via the Login screen. Click the Lost User Name / Password link and the following window will be displayed: Enter in the required details and the information will be emailed to you.

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Home Page

The Home Page is displayed once you have logged into Market Analyst. Our aim was to provide a central hub of important information that was relevant to you. This includes

sections specific to your subscription renewal dates, and Knowledge Base articles which
relate only to your version of Market Analyst.

The Welcome Screen can be broken up into 8 different sections:

Recent Workbooks: This section will display the 4 most recent workbooks you have opened. It will also display the last date you

opened the workbook.

Refer a Friend: The Refer a Friend system can be used to send emails to your friends and family with regards to trialling Market Analyst 6. If someone you have referred does go on to purchase, you will receive a 1 month credit on your own account.

Market Analyst - Getting Started Manual

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Market Analyst Help:

You can use this section to access General Support webpages, or search for an article on the Knowledge Base.

Discover Market Analyst:

This section contains a list of Knowledge Base articles. These articles are specific to your copy of Market Analyst and will update automatically as new articles are added.

Events Calendar:
This section will display upcoming events such as public holidays, exchange closures, and Market Analyst special events (like Training Seminars). Additionally, if you have an annual Market Analyst data subscription, a timer will be displayed at the

top of the Event Calendar showing you how many days you have left until the service is due to be renewed.

Featured Article:
This section will display a series of important articles which have been created to help you get the most out of your Market Analyst program. The articles will automatically cycle every few days.

Market Analyst New

This section will display generic news related to the financial markets. Important Market Analyst announcements such as the release of a new update, product or service will also be displayed in this section at times.

Technical Analysis Magazine:

This section will contain a link to the Educated Analyst website, and will alert you when the latest edition of the emagazine has been released.

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Market Analyst Layout

Page Tabs: Page Tabs allow you to navigate between the various charts you have opened. By default the tab will display the code of the first security you have opened. The Home page also has a page control tab, which is located on the left hand side of the Market Analyst window. Menu Buttons: Menu buttons are used to access most general functions available in Market Analyst. This includes opening charts, selecting tools and adjusting global settings. Tool Bar: Tools that you use on a regular basis can be added to the tool bar for quick access. History Bar: The History Bar is displayed at the top of all open charts and is used to display an overview of the data file you have opened, and to navigate backwards and forwards through the charts data. Adjustments to the zoom level can also be made from the History Bar.

Page / Layer Buttons: The Page button is used for page functions such as tiling, and auto cycle. The Layer button is used display the layer panel (displayed on the right hand side of the chart). Actions Bar: Located on the far left of the Market Analyst window, the Actions bar contains fast access buttons for a number of functions in Market Analyst. These functions range from opening / saving workbooks, to enabling the cross hair and price locks, etc. Control Panel: This panel, displayed on the left hand side of the chart, is the hub for all settings and actions performed on the object you currently have selected (such as a chart, a tool, etc). This panel can be rolled away using the Roll button located just above the top left corner of the Control Panel, however is locked into place by default.

Nav Console: The Navigation Console adds a simple, easily accessible interface allowing you to move throughout a chart. By default, the console is located on the top left corner of the chart, but it is hidden from view. The console is brought into view by holding your mouse cursor over the Nav Console icon. Charting Window: All new charts you open will display here.

Right Click menu: The Right Click menu is broken into 5 sections by default and enables quick access to a number of items such as applying tools, changing properties and context sensitive actions. Info Panel: The Info panel displays pricing information based on the position of your mouse cursor. The Info Panel displays chart information (open, high, low, close, etc) and information on any tools you have applied to the chart.

Market Analyst - Getting Started Manual

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Page Tabs Page Tabs are used like a filing system for your charts. When you have multiple pages open, you can scroll through each page by clicking on the page tabs. You also have the ability to order the page tabs according to name, icon or colour. (By default the tabs are displayed in the order you opened them in). You can delete page tabs by right clicking on the tab, and clicking the Delete Page option.

Menu Third Party Data: Market Analyst is compatible with Metastock, CSI, Market Analyst II and ASCII / CSV data files. For detailed information on how to import this data into Market Analyst please review the last section of this training manual titled Practical Tips and Time Savers. There are five menus available in Market Analyst:

File: The Files menu is used to Open / Save / Close / Print workbooks, save and apply templates, export images and import third party data files.

Menu items with an next to the name can be expanded to display additional options. In the screen shot to the left, you can see the Chart option expands out to display all the available chart types. Clicking on the options without this symbol will have a direct effect. (Such as opening a Notes page).

New: The New menu is used to open charts, templates, program modules (such as Scanning and Portfolio Manager), Web based functions and version specific items such as Gann charts and Astronomical features (like the Ephemeris).

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Tools: Clicking on this menu button will open the Tools Interface window. From this window you can select a tool you want to apply to a chart.

The tools interface in Market Analyst is uniquely laid out with smooth flow and speed of access in mind. Each tool group represents an icon on the outer wheel. Hovering over these icons displays the tools within each group, listed in the centre. To select a tool, simply left click the tool name in the centre of the wheel. The interface will then close, and you will be able to apply the tool to the chart.

Tool Group Icons

Tools Available in the selected group

Settings: There are 3 options listed under the Settings menu: General Settings is used to access items such as Colour Schemes, Shortcuts and Workspace options. Configure Data Providers is used to setup 3rd party real-time data vendors in Market Analyst. Advanced Data Settings is used to setup various data exchanges you may have access to (including imported data sets).

The General Settings window is the central location for altering settings such as Shortcut keys, Printer settings, Data preferences, etc. There are 11 setting categories, with over 140 individual settings that you can tweak to customise Market Analyst to your personal preferences.

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Help: The Help menu is used to access the Market Analyst online knowledge base containing hundreds of articles on all aspects of Market Analyst. From here you can browse through the available sections, or search for a specific item. You can also access the Market Analyst program updater from this menu, revert to a previous version of Market Analyst or lodge a support ticket. All of the functions listed in the Help menu require an Internet connection.

Tool Bar There are tools each trader uses more than others, and for those tools, Market Analyst enables you to access them with a single click from the Tool Bar. Similar to Custom Tool folders, the Tool Bar goes one step further by allowing you to access tools (with pre-defined settings) directly from the main Market Analyst window.

Tool Bar displaying two pre-defined tools

By default, the tool bar is located to the right of the Help menu.

History Slider The History Slider in Market Analyst will display at the top of all charts, giving you a complete overview of the securitys historical movements, while also providing quick access to chart display properties (chart compression, etc). Double clicking on the History Slider will automatically reset the view back to latest available data. The History Slider will divide the bar into yearly segments, with a darker section highlighting the data currently displayed in the lower window. This highlighted section can be used to adjust the bar compression of the chart. To do this, left click on the highlighted section. Two icons will display on the left and right sides of the highlight box. Left click and drag on these icons to increase / decrease the charts compression. To move the chart view back and forward through time, left click and hold on the highlight box and move the cursor in the direction you want the chart to move.

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Page and Layer Buttons

Page Control Button: This button allows you to create a new page tab (without the need to open a chart), adjust the page tabs icon, delete the selected page, change the order of the page tabs, enable the auto page cycle and tile charts vertically or horizontally.

Workbook Tab Search: In workbooks containing a large number of page tabs it can be difficult scrolling and navigating to the desired page you wish to view. To overcome this, Market Analyst contains a Workbook Tab Search. Located next to the Page Control Button, the workbook tab search is always in view to ensure quick access. Simply left click in the Workbook Tab Search field and type in the name of the page tab you wish to view. Select the tab from the list displayed and press Enter on your keyboard. The selected page will display within seconds.

Layer Button: This button allows you to display / hide the Structure Panel, located on the right hand side of the chart window. From this panel you can left click on each of the listed items to see their properties in the Control Panel. Right clicking on an item displayed in the Layers Panel allows you to delete it from the chart. You also have the ability to Import / Export a layer using the buttons displayed along the top right corner of the Structures Panel. The Import / Export layer function is similar to Templates, however you can import a layer to a chart, without losing any existing analysis.

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Action Bar The Actions Bar allows quick access to various functions such as opening workbooks, applying templates and activating / deactivating items such as the price lock and grid.

Open Workbook Save Workbook Undo Redo Order Page Tabs Apply Template to Page Apply Template to Workbook Invert Chart Print Chart Enable Nav Console Tool Tips Enable Training Mode Enable Cross Hair Enable Price Lock Enable Grid

Control Panel The Control Panel is the central point for all localised setting adjustments and user initiated events. Examples of this include: Modifying the default settings for the selected tool. Turning on the Wall Charts mode for the selected chart. Undocking the chart from the main window. Changing the Scales location from right to left.

The panel is context sensitive, so the actions / settings that are displayed in the panel are dependent on the item selected at the time. For example, having a Moving Average tool selected will display properties such as Bars, Calc Style, etc. Whereas having a Bar Chart selected will display properties such as Bar Colours, Time Frame, etc. The current date is displayed on the top left corner of the panel, and the item which is currently selected will display below that. This panel can also be rolled away when not in use, by clicking the thumb tack icon located on the top right corner of the panel.

Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Nav Console The Navigation Console (Nav Console) in Market Analyst adds a simple, easily accessible interface allowing you to move throughout a chart. By default, the console is located on the top left corner of the chart, but it is hidden from view. The console is brought into view by holding your mouse cursor over the top left corner of the chart.

This is a breakdown of the Nav Console, showing the function of each button. Compress Bars: Increases the number of bars displayed on the screen at one time. Expand Bars: Decreases the number of bars displayed on the screen at one time.

Expand / Compress Slider Bar: Allows you to increase / decrease the number of bars displayed on the screen at one time. Console Position: Allows you to move the position of the Nav Console to any location on the chart. Extend Price Scale: Decreases the range the price scale covers. Reduce Price Scale: Increases the range the price scale covers. Extend / Reduce Slider Bar: Increases / Decreases the range covered by the price scale. Reset AutoScale: Resets the price scale to default settings after the chart scale has been manually adjusted. Scroll Up: Scrolls the view of the chart up. Scroll Right: Scrolls the view of the chart right. Scroll Left: Scrolls the view of the chart left. Joystick: Allows you to move the chart view in any direction. Scroll Down: Scrolls the view of the chart down.

Charting Window The charting window is displayed in the middle of Market Analyst. All new charts that you open, regardless of the style, will be displayed in the Charting Window. Undocking: This window can be undocked from Market Analyst and placed on a second monitor. To do this, left click on a blank area on the Charting window, and in the Actions panel, click the Undock Page option. The charting page is then detached from Market Analyst, and can be moved to another monitor if available. As many pages as you wish can be undocked within Market Analyst. Colour Schemes: The colour scheme to the charting window can also be customised. Market Analyst comes with four preset colour schemes, and an option to create your own colours for each item. To adjust the colour scheme, click the General Settings menu button. In the window displayed, click the Chart Colours option. The following window will be displayed:

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Market Analyst - Getting Started Manual

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To select a preset colour scheme, click on the drop down arrow next to Layout Themes, and click on the desired option. The preview window will update to display your selection.

The preview window will update with the new selection.

To create a custom colour scheme, select Custom from the Layout Themes drop down box. Once selected, click on the item you wish to adjust (history bar for example) then click on the drop down box next to Colour and click on the desired option from the colour swatch displayed.

Market Analyst Colour Swatch

Once the colour has been selected, the Preview window will update. Once you are happy with the colour scheme, click the OK button located on the bottom right corner of the settings window.

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Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Chart Scales Horizontal Scale (Time): There are 2 time scale options available to you in Market Analyst. By default a single layered scale is used where daily, monthly and yearly labels are displayed on a single row. This gives you the benefit of additional chart space, without losing vital information. The scale can be adjusted to display in a larger form if you prefer. This is done by moving your cursor over the scale, and dragging it up.

Default Time Scale

Larger Time Scale

Vertical Scale (Price): The price scale by default will automatically set the high point and low point so that the visible data fits within the boundary of your chart. As you move backwards and forwards in time, the scale will adjust to give you the best view of all the data. The scale can be switched from an automatic to a manual mode. For information on this please refer to Section 3 of this manual. When the Price scale is manually set, a small padlock icon will be displayed on the top right corner of the scale.

Right Click Menu

To display the right click interface, open a chart, and right click once on a blank area of the chart. You will see the following:

The right click interface will replace the New Items group with the Control Points group when a tool is selected.

There are 5 groups displayed by default: Properties Actions New Items Delete Apply Tools

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Market Analyst - Getting Started Manual

Copyright 2010 Market Analyst International Pty Ltd \(under license\)

Properties Group

The Chart Properties group is a context sensitive window that will display the properties of the item you right click on. Properties range from colours, bar counts, transparency settings, etc. These properties can also be seen in the Control Panel displayed on the left hand side of the screen. Using the right click menu as opposed to the Control Panel allows you to have all the panels rolled away, allowing you to see a greater overview of the chart.

Actions Group

The Actions group is a context sensitive window that will display the actions of the item you right click on. Actions range from undocking a chart to printing options, etc. These actions can also be seen on the Control Panel displayed on the left hand side of the screen. Using the right click menu as opposed to the Control Panel allows you to have all the panels rolled away, allowing you to see a greater overview of the chart.

New Items

The New Item group is displayed when right clicking on a blank area of the chart. From this window you can open a new chart, add a chart to a second window, Overlay two charts on a single page or merge two or more charts.

Delete Allows you to delete the item you have right clicked on. You can click on the Delete icon itself rather than selecting the item from the Delete Item list.

Tools The tools group is broken up into two sections. The top section allows you to search for any tool available within Market Analyst. As you type, a short list of tools matching your criteria is displayed. The second section displays the most recently used tools which you can click on to re-apply to your chart.

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Control Points Control Points are displayed when you right click on a tool. Control Points allow you to manually select a starting point (both price and date) and an end point. This can be a great time saver when applying tools to a chart where you already know the desired end date, etc.

Order Entry When opening a chart sourced from a data provider with brokerage support in Market Analyst, the Order Entry option will be available in the right click menu. This function allows you to place trades from within Market Analyst. For additional information, please review Section 8 of this training manual.

Info Panel

The Info Panel is displayed on the right hand side panel container, below the Structures Panel. The Info Panel displays various information on both the chart and tools, and updates automatically as the cursor is moved over the chart.

The following information is displayed in the Info Panel Chart Info: Date: Open: High: Low: Close: Range: Volume: High Date: Low Date: Position: Displays the code, time frame and chart style of the chart you're tracking. The date your cursor is currently placed on. The bars opening price. The bars high price. The bars low price. The bars closing price. The difference between the bars High price and Low price. The volume traded on the selected date. When looking at charts made up of more than one day (weekly for example), this field will display the specific day the high of the bar was reached. When looking at charts made up of more than one day (weekly for example), this field will display the specific day the low of the bar was reached. The selected bars position on the chart (ie the first bar on the chart is position 0).

Additionally, when some tools are applied to the chart, their values will also be displayed in the Info Panel.

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Market Analyst - Getting Started Manual

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SECTION 2
Overview of charts and chart operations

There are ten chart styles available in Market Analyst, each with their own unique set of actions and properties. This section will cover all of these items in detail.

Overview of charts and chart operations There are ten chart styles available in Market Analyst, each with their own unique set of actions and properties. This section will cover all of these items in detail. Opening Charts There are two available methods for opening a chart in Market Analyst: Method 1 New charts can be opened from the New menu located along the top of the Market Analyst window. 1. Left click the New menu once.

2.

In the menu displayed, move your cursor over the Chart option.

3. A list of available chart styles will open to the right. Move your cursor over the desired chart style and left click once.

4. The Security Selection window will display. Enter the code of the security you wish to view, and press Enter on your keyboard. (Alternatively you can navigate down the list and double click on the stock you want to view). The selected chart will open.

Method 2 Market Analyst allows you to set up shortcuts for each chart type available within Market Analyst. By default, the Bar Chart is set to use F3. 1. Press F3 on your keyboard. 2. The Security Selection window will display. Enter the code of the stock you wish to view, and press Enter on your keyboard. (Alternatively you can navigate down the list and double click on the stock you want to view). The selected chart will open.

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Setting up new Shortcuts By default only the Bar chart is set up with a keyboard shortcut. You can set up keyboard shortcuts for the other chart styles if desired, via the Settings window. 1. Click on the Settings menu button.

2. 3.

In the window displayed, click the Shortcuts option. Locate the chart style you want to set up the short cut for, and left click the Shortcut field.

4. 5. 6. 7.

Press the key or key combination you want to assign to the selected chart style. Click on a blank area of the window. Once you have confirmed the shortcut has been set, click OK to close the Settings window. The shortcut is ready for immediate use.

You will now be able to open that chart style using the keyboard shortcut that you created.

Changing Time Frames If you are using End of Day data, there are four preset time frames to choose from: 1 Day 1 Week 1 Month 1 Year

If you are using Intraday data, you will have the following additional preset time frames available to select: 1 Minute 5 Minute 15 Minute 60 Minute

There are two methods available for changing time frames:

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Market Analyst - Getting Started Manual

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Method 1 A minimised drop down list of available time frames can be found on the bottom left corner of the chart window.

To maximise this drop down box, move your cursor over the dark blue area.

Click on the arrow to display the available time frames.

The time scale of the chart you are currently viewing is displayed on the top left hand corner of the chart window (title bar).

Left click on the time frame you want to change to. The chart will update to the new time frame.

Method 2 When the chart is selected, the Properties panel will display the currently selected time frame, and will allow you to change the time frames via a drop down box. 1. 2. 3. Left click on a Bar / Line of the chart so that its properties are displayed on the left hand side panel. Locate the Time Frame option and click on the drop down arrow to display the available time frames. Left click on the time frame you want to change to.

The chart will update to the new time frame.

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Custom Time Frames As well as giving you preset time frames to choose from, Market Analyst allows you to create your own custom time frames. 1. Click on the Settings menu button.

2.

In the window displayed, click on the Time Frames option.

3.

A table of existing time frames will be displayed, along with fields to add a custom time frame.

You can access the custom time frame window by clicking on the time frame selector on the chart itself and selecting the Customise option.

4.

Click on the drop down arrow and select the time frame unit you want to use (Minute, Day, etc). Enter a value to use for the custom time frame (4 Minutes for example). Click the Add button. Click OK.

5. 6. 7.

The custom time frame will be available for you to select.

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Navigating Through Charts There are many ways to move through a chart and adjust its view. Chart Grabbing Chart Grabbing allows you to move backwards and forwards through a chart by holding down the left mouse button and dragging it left or right.

Holding down the Alt key on your keyboard when using the scroll wheel will limit the movement to 1 bar at a time.

Left click and hold on a blank area of the chart. Then move the mouse left or right.

Mouse Scroll Wheel If your mouse has a scroll wheel, you can move backwards and forwards through the chart by left clicking on a blank area of the chart, and moving the mouse wheel up or down.

Scroll Wheel

History Slider The History Slider in Market Analyst will display at the top of all charts, giving you a complete overview of the securitys historical movements, while also providing quick access to chart display properties (chart compression, etc).

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The History Slider will divide the bar into segments, with a darker section highlighting the data currently displayed in the lower window. The amount of time covered by this section is reflected by the amount of data displayed on the chart. This highlighted section can be used to adjust the bar compression of the chart. To do this, left click on the highlighted section. Two icons will display on the left and right sides of the highlight box.

Left click and drag on these icons to increase or decrease the charts compression. To move the chart view back and forward through time, left click and hold on the highlight box and move the cursor in the direction you want the chart to move. The charts view will adjust to display the new zoom setting. You can also scroll backwards and forwards through the chart, by left clicking and holding the middle of the highlighted box, and dragging it to the left or right.

Nav Console The Navigation Console in Market Analyst adds a simple, easily accessible interface allowing you to move throughout a chart. By default, the console is located on the top left corner of the chart, but it is hidden from view. The console is brought into view by holding your mouse cursor over the top left corner of the chart.

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This is a breakdown of the Nav Console, showing the function of each button. Console Position: Allows you to move the position of the Navigation Console to any location on the chart. Reset AutoScale: Resets the price scale to default settings after the charts scale has been manually adjusted. Compress Bars: Increases the number of bars displayed on the screen at one time. Expand Bars: Decreases the number of bars displayed on the screen at one time. Expand / Compress Slider Bar: Allows you to increase / decrease the number of bars displayed on the screen at one time.

Expanded Bars Disabling the Nav Console The Nav Console is hidden until you move your mouse over the icon on the chart. However, you can remove it completely from the chart. 1. Go to the Actions bar located on the left hand side of the Market Analyst window. 2. Locate the icon of a page with a magnifying glass and left click it once.

Compressed Bars

Extend Price Scale: Decreases the range the price scale covers. Reduce Price Scale: Increases the range the price scale covers. Extend / Reduce Slider Bar: Increases / Decreases the range covered by the price scale.

Extended Bars

Reduced Bars 3. The Nav Console is then disabled from the chart.

Scroll Up: Scrolls the view of the chart up. Scroll Right: Scrolls the view of the chart right. Scroll Left: Scrolls the view of the chart left. Scroll Down: Scrolls the view of the chart down. Joystick: Allows you to move the chart view in any direction.

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Tiling Charts There are two methods available for tiling charts. Method 1 With a chart already open, click on the New menu, go to the Chart option and select the chart type that you are wanting to display.

You can tile as many charts as you like. The only limitation to the number of charts you can have tiled at one time is screen space.

When the Security Selection window is displayed, type in the security you want to chart, and press the TAB key on your keyboard.

The second chart will open alongside the other.

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Method 2 1. 2. With a chart already open, right click on a blank area of the chart. In the menu displayed, click the New Chart option.

3.

When the Security Selection window is displayed, type in the security you want to chart, and press the Enter key on your keyboard.

4.

The second chart will open alongside the other.

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Tiling Options There are two tiling options available in Market Analyst: Vertical Tile Horizontal Tile

By default, charts are tiled vertically. To change tiling options:

1.

Click the Page Control button located on the top right of the Market Analyst window (just above the corner of the charting window).

2.

In the menu displayed, move your mouse over the Tile Charts option.

3.

Both tiling options will be displayed. Left click on the desired option and the charts layouts will update.

Horizontal Tile

Vertical Tile

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General Chart Actions and Properties

General chart settings are available for any chart type opened in Market Analyst and can be accessed by left clicking once on a blank area of the chart window.

Actions Undock Page: Chart windows in Market Analyst can be undocked from the main window and placed on a second monitor. Save Settings As Default: If alterations have been made to the properties of the General Chart Settings (Calendar Days for example), and you want these settings used for all new charts, click this action. Restore Default Settings: If you have previously altered the General Chart settings, clicking this action will revert the properties back to default settings. Show Info Bar: chart window. Enables / Disables the Info bar from your

Download History: Allows you to re-download all data available for the selected security. (Only available to users who subscribe to a Market Analyst data service). Invert Chart: When selected, will invert the price scale and the direction the chart is drawn. (The word Inverted is added to the charts window header while this action is enabled). Wall Charts Mode: Enables the Wall Charts module for the selected page. This module may not be available in all versions of Market Analyst.

Properties Calendar Days: Ticking this checkbox inserts a dash for each day where no data was recorded for the selected security, including weekends. Show Blanks: dash. Similar to Calendar Days, When ticked, gaps in intraday charts are filled with a

Ignore Dilutions: Market Analyst data is adjusted for share splits, capital adjustments etc. When this option is ticked, any historical adjustments on the chart are ignored.

Dilution Enabled Dilution Disabled

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Show Right Scale: Displays a price scale on the right hand side of the chart. (Enabled by default).

Show Left Scale: Displays a price scale on the left hand side of the chart. (Disabled by default).

Lock Page Update:

Used to prevent the Update Page function from working on the selected page.

The Number of Blank Bars value has a minimum setting of 0. There is no limit on the maximum value.

Update Page: is used to enable a single click update system on your charts. When enabled, single clicking on any data file listed in the Data Files window will update the current chart. This is a great time saver if you are only wanting to have a quick glance at a few charts.

Number of Blank Bars: This value relates to the amount of space displayed on the right hand side of the chart. After the last bar there will be an area of blank charting space used for plotting tools and indicators into the future. Increasing this value will increase the amount of blank space.

Lock Price Ratio: Allows you to lock the Price / Time ratio so that changing zoom levels, and moving back and forward through the chart does not affect Geometric tools applied to the chart. Note: This option is only available in Gann and Astronomical Editions of Market Analyst.

Logarithmic Scale: Logarithmic Charts allow you to see vertical changes in terms of value rather than price. On a Logarithmic Scale Chart, the vertical spacing between two points corresponds to the percentage change between those numbers. Thus, on a Logarithmic Scale Chart, the vertical distance between 10 and 20 (a 100% increase) is the same as the vertical distance between 50 and 100. Because these charts show percentage relationships, logarithmic scaling is also called "percentage" scaling. It is also called "semi-log" scaling because only one of the axes (the vertical one) is scaled logarithmically.

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SECTION 3
Workbook fundamentals and time saving components

Market Analyst provides you with a unique way of organising your charts into pages within a workbook. A Market Analyst Workbook can have an unlimited number of pages, and on each of those pages there can be an unlimited number of charts. A page can consist of Bar Charts, Swing Charts, Notes, or any of the other Market Analyst Charts. A chart can then consist of any number of windows. Each window holds any number of data displays, tools, and/or indicators.

Saving Workbooks With at least one chart open, click on the File menu.

In the menu displayed, left click the Save Workbook As option.

There is a Quick Save button located near the top of the Actions Bar.

A dialogue box will open. Enter a name for the workbook, and click the Save button.

Opening Workbooks Click on the File menu.

In the menu displayed, left click the Open Workbook option.

There is an Open Workbook button located near the top of the Actions Bar.

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A dialogue box will open with a list of previously saved workbooks displayed.

Locate the workbook you want to open and double left click it. The saved workbook will open.

Deleting Workbooks Click on the File menu.

In the menu displayed, left click the Open Workbook option.

A dialogue box will open with a list of previously saved workbooks displayed. Locate the workbook you want to delete and right click it once.

In the menu displayed, left click the Delete option. When asked to confirm, click the Yes option.

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Workbook Features Sorting Pages

When there are multiple pages in a workbook, you can sort the pages by icon or alphabetically. With the workbook open, click the Page Control button, located on the top right corner of the Market Analyst program window. In the menu displayed, click the Order Pages option.

The Order Pages window will open. A preview of the current tab order, and any changes made will be displayed on the left hand side. To order the pages alphabetically, left click the Alpha Sort button. To order the pages by icon style, click the Colour Sort button. Once youre happy with the new order, click the OK button.

Before

After

Manually Sorting Page Tabs You can also move page tabs by left clicking on a page tab, holding down the left mouse button, and dragging the tab to the new location where you want it to display.

When you are moving the page tab, the mouse cursor will display the following icon. As you drag the page tab, the order will update dynamically.

Navigating Pages There are two methods available for navigating between Workbook pages: Method 1 Simply locate the page tab you want to view, and left click it once. The chart for that page tab will then be displayed in the charting window.

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Method 2 Located on the top right of the chart window will be a set of buttons. Left click on the Tab List button

A list of available page tabs will be displayed. Left click on the tab you want to view, and the chart for that page tab will be displayed in the charting window.

Deleting Pages There are two methods available for deleting pages within a workbook:

Method 1 Right click on the page tab you want to remove from the Workbook. In the menu displayed, click the Delete Page option. You will be asked to confirm this action. Click Yes to continue.

Method 2 Located on the top right of the chart window will be a set of buttons. While you have the page you want deleted open, left click the Close button.

You will be asked to confirm this action. Click Yes to continue. The page you currently have opened will be deleted from the Workbook.

Auto Page Cycle You can set up Market Analyst to automatically cycle through all pages in the Workbook you have opened.

To begin automatically cycling through pages, left click the Page Control button. In the menu displayed, left click the Cycle Pages option.

Market Analyst will begin cycling through each page of the Workbook until you click the Cycle Pages option again.

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Setting the Cycle Pages Time Interval You can adjust the time interval between each page change via the Settings menu. 1. Click the Settings menu.

2. 3.

In the window displayed, the Chart Properties option will be selected by default. Locate the Seconds in Auto Page Cycle option.

4. 5.

Enter the number of seconds you want between each page change. Click OK to save the setting.

Changing Tab Names To adjust a page tab name, left click once on the page tab you want to change, then left click again. The Page Tab Properties will be displayed in the Control panel on the left hand side. Locate the entry called Page Name and left click the existing name currently displayed. Enter the new name you want to call it, and press Enter. The Page Tab will then update to display the new name.

Page Tab Icons There are eleven Page Icons available for you to choose. To adjust a Page Tab Icon, left click once on the Page Tab to select it, then right click it. In the menu displayed, move your cursor to the Page Icon header, and a list of available options will be displayed. Locate the icon you want, and left click it once to apply it to the Page Tab.

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Page Tab Colours

There are eleven Page Colours available for you to choose. To adjust a Page Tab colour, left click once on the Page Tab to select it, then right click it. In the menu displayed, move your cursor to the Page Colour header, and a list of available options will be displayed. Locate the colour you want, and left click it once to apply it to the Page Tab.

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SECTION 4
An Overview of Market Analyst Tools

To make the selection and application of analysis techniques even easier and faster, Market Analyst has introduced an entirely new concept for applying tools. Market Analyst allows you to place your favourite indicators onto a tool bar for single click access, or into a favourites folder where you can save multiple settings for a single tool.

Tool Interface The tools interface in Market Analyst is a unique layout that has been designed with smooth flow and speed of access in mind. Each tool group is represented by an icon on the outer wheel. Hovering over these icons will display a list of the tools from the group. To select a tool, simply left click the tool name in the centre of the wheel. The interface will then close, and you will be able to apply the tool to any of the visible charts.

To open the tools interface window, left click the Tools menu button once

You can use the scroll wheel on your mouse to adjust the position of the Tool Groups located on the outer ring.

Tool Group Icon

Tools within the selected Tool Group

Close Icon

Tool Groups are displayed on an outer ring. To see which tools are contained in a particular group, move your mouse cursor over the Tool Group icon. When a Tool Group is selected it will increase in size and highlight. In the centre of the outer ring, a list of tools available in the selected Tool Group will be displayed.

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To select a tool, locate it in the list displayed in the centre of the window and left click it once. The tool interface window will close and the chart will be displayed. When a tool is selected, your mouse cursor will change to display an icon, indicating Market Analyst is waiting for you to apply the tool. If you have selected the wrong tool, pressing Esc on your keyboard will deselect the tool. Tool Search When you enter the tools window, you have the ability to type in a search criteria, which narrows down the list of available tools. This is a great function when you are unsure which Tool Group a specific tool is saved in.

To start a search, simply open the Tools window and begin typing the search criteria. As you type, the list of available tools will begin to shorten. Eventually only those tools that contain the word(s) you have entered will be displayed. In this example the word Moving has been entered into the search window. As a result, only those tools containing the word Moving are displayed. We could refine our search by adding additional words such as Bands.

Custom Tool Folders Custom Tools folder is a great location to save all your favourite tools into one group, using the settings you want. You can even add the same tool multiple times with different settings. To add a custom tool to your Custom Tools folder, apply the tool to the chart. Adjust the tools settings as required. With the tool still selected, go to the Actions part of the Control Panel located on the left hand side of the screen, and click the Add Tool to Group option.

The Add Custom Tool window will be displayed. Enter a unique name for the tool, and select My Folder from the folders list. Note The Image Drop down list is not available for custom tools. Left click on the Save button. The custom tool will be available to select from the custom tool folder group.

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Tool Bar The Market Analyst Tool Bar is located along the top centre of the Market Analyst window, to the right of the Help menu icon.

You can add custom tools to the tool bar for quick access. To select the tool, simply left click it once on the tool bar, and left click again on the chart to apply it. Adding a tool to the tool bar Apply the tool to the chart and adjust the settings as required. With the tool still selected, go to the Actions part of the Control Panel located on the left hand side of the screen, and click the Add Tool to Group option.

The Add Custom Tool window will be displayed. Enter a custom name for the tool and select Tool Bar from the folder list. Click on the drop down arrow next to Image to select the tools icon. Once all items have been selected, click the Save button to continue. The new tool will be added to the Tool Bar ready for use.

To delete a tool from the tool bar, simply right click on it once. In the menu displayed, left click the Delete Custom Tool option. The tool will then be removed from the tool bar.

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Tool Overview Market Analyst has over 200 tools available for you to analyse the market with, depending on your version. This section will cover only a handful of these tools from some of the tool groups available. This will provide you with an understanding of how tools in Market Analyst are applied, adjusted and combined with other tools. Applying a Tool to a Chart 1. 2. Open a chart. Left click the Tools menu button located at the top of the Market Analyst window.

3.

The tools interface will display. Move your mouse cursor over the tool group containing the tool you want to apply. The tool list in the centre will update.

4.

Locate the tool you want to apply and left click.

5. The tool interface will close and your mouse cursor will update to indicate a tool is ready to be applied to the chart. 6. Left click on the chart and the tool will apply.

7. The Actions and Properties for the tool will now display in the Control Panel on the left hand side.

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Common Tool Actions The following actions are available for all tools in Market Analyst Save Settings As Default: Once settings have been changed on a tool (colour for example), you have the ability to save these settings as the default. This means the next time you apply the tool to a chart, the new settings will already be selected, without the need for you to adjust them manually. Restore Default Settings: If you have altered the default settings of a tool, and wish to change them back to default settings, click this action. Bring to Front: Send to Back: Brings the selected tool to the forefront of the chart view. Sends the selected tool to the back of the chart view.

Add Tool to Group: This action exists for all tools available in Market Analyst and allows you to add the selected tool to either a custom tool folder, or the tool bar (located along the top of the Market Analyst window). For detailed information on how this action works, please refer to Page 35 of this Getting Started manual. Tool Group Icon Index

Averages Tool Group

Cycles Tool Group

Drawing Tool Group

Educator Tool Groups. Any tools specifically designed by a Market Educator for use by their students will be accessed via this icon. Fibonacci Tool Group

Gann Tool Group

Levels Tool Group

Line Studies Tool Group

Price Tool Group

Statistical Tool Group Tool Bar. Any tools you add to the Market Analyst tool bar will be displayed in this group. Volume Tool Group

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SECTION 5
Using Templates

Templates are a great time saving function in Market Analyst. Templates allow you to set up a page, or workbook using various time frames, tools and chart styles and have those settings used for any new pages that you open. For example, if you always use a 150 period Moving Average on your charts, and prefer Swing Relations as your Bar Charts colour scheme, you can set up this layout once as a Template. With that Template selected, all new charts that you open will display the Moving Average and preferred Colour Scheme.

Creating and Saving Templates There are two types of Templates available in Market Analyst, Page Templates and Workbook Templates. This tutorial will guide you through setting up a Page Template, and will include additional information on Workbook Templates at the end.

Creating the Template 1. 2. Not all tools are compatible with Templates. Specifically only those tools that do not require you to select a starting point on the chart will work. Some examples of tools that will work are Moving Averages, Volume and MACDs. Some examples of tools that will not work are Trend Lines, Price Extensions / Retracements and Ellipse. Open a chart for any security. Adjust the charts Properties to display as desired (for example set up the colour scheme as Swing Relations. Ensure the charts time frame is set as desired (1 Day for example). Apply any tools you want displayed on the chart. With all the tools applied, ensure the chart looks exactly the way you want it to for all new pages that you open (items such as zoom level, etc).

3. 4. 5.

Once you are happy with the page layout, you can save the Template. Saving the Template With the chart ready to be saved as a Template, right click on a blank area of the chart. Go to the Actions icon of the right click interface and select the option Save Page As Template. Left click this action once. In the window that opens, enter a File Name for the new Template and click Save to continue.

Using Templates Opening a new chart with a Template With the Template file saved you can now use it to open new charts. To do this, click on the New menu and select the Page Template option. In the menu displayed will be a list of previously saved Templates. Locate the Template you wish to use and left click once.

In the window displayed, enter the code of the security you want to open and press Enter on your keyboard.

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The chart will open with the selected template applied to it.

Zoom Setting Chart Style Tools

Applying a Template to a page that has already been opened If you already have a page opened and you want to apply a Template to it, go to the Actions bar located on the left hand side of Market Analyst locate the Apply Template to Current Page icon and left click once.

In the window displayed, locate the Template you want to apply and double click it. The page will then update with the Template settings.

Any tools that are already applied to the page(s) of existing charts will be removed and replaced by the Template. If you have existing work that you want to save on your charts, you should not use the Template function.

Applying a Template to an entire Workbook If you have a number of pages already open in a Workbook, you do not need to apply the Template to each page manually. You can use the Apply Template to Complete Workbook function located on the Action bar on the left hand side of the Market Analyst window.

Workbook Templates Workbook Templates are similar to Page Templates. They are used to open Workbooks with preset layouts. The difference is that a Workbook Template will open multiple pages for the one security, whereas Page Template will open only a single page tab. An example of a Workbook Template would be creating three pages, the first a Bar Chart with Moving Averages and Volume applied. The second page would be a Gann Swing Chart with labels enabled, and the third would be a Point and Figure Chart with a unit price of .10. Three Pages across three page tabs to make one complete Workbook. Once saved as a Workbook Template, you could create the same Workbook for any security with a single click.

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A common question is do templates work with tiled pages? The answer is yes, as long as the tiled pages are all for the same security, Templates will open new tiled pages.

Saving Workbook Templates Create a Workbook for one security. There is no limit to the number of pages you can open, but it must be for the same security. You can use any time frame, or chart styles that you like, however as with Page Templates there are limitations to the tools you can use. Refer to the above Page Template section for additional details. With the Workbook created, click the File menu and select the Save Workbook as Template option. Type a File Name into the window that opens and click Save to continue.

Using a Workbook Template

Click on the New menu and select the Workbook Template option. In the menu displayed you will see a list of previously saved Workbook Templates. Left click on the Template you want to use and enter the code for the security you want to use the template on. The pages will open with the Template layout applied.

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SECTION 6
Alerts Module

The Alerts Module provides a facility for you to set price alerts which are triggered when a selected security reaches a specified price. When an alert is triggered you will be notified by a sounding alarm and a flashing notification via the Alerts window. The Alerts module is compatible with both End of Day and Live data feeds.

Setting an Alert If you have a Horizontal Line on your chart you can set an alert by right clicking on the line rather than a blank area of the chart. Open a chart for the security you wish to set an alert for. Right click on a blank area of the chart, go to the Actions icon in the right click menu and select the Create Alert option from the list displayed.

The New Alert window will display.

Set the trigger amount for the alert, then select the Trigger Type. There are 4 options available:

Crosses Equal to or Below: Primarily for use on End of Day data charts. Lets you set an alert for a stock where the low of the daily bar has crossed at, or below the set price.

Closes Equal to or Below: For use on either EOD or Intraday charts. Lets you set an alert for a stock where the price of the code closes on, or below the set price.

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Closes Equal to or Above: For use on either EOD or Intraday charts. Lets you set an alert for a stock where the price of the code closes on, or above the set price.

Crosses Equal to or Above: Primarily for use on End of Day data charts. Lets you set an alert for a stock where the high of the daily bar has crossed at, or above the set price.

Once the trigger type has been selected, you can enter some text into the Description section. If you want a sound played when the Alert is triggered click the Browse button, and select a file from the list displayed. You can choose to loop the sound until the triggered Alert has been acknowledged by ticking the Loop checkbox. Ensure the Active checkbox is ticked, then click the OK button. The Alert will be set, and will display in the Alerts Window.

The Alerts Window The Alerts Window will display above the main Market Analyst program window when an Alert has been triggered. There are 4 states an Alert can display in when it is in the Alerts Window.

Active Alerts have been set, but have not yet triggered.

Disabled Alerts are inactive.

Acknowledge Alerts have been triggered, and acknowledged by the user. Triggered Alerts will display with a red flashing dot and indicate the desired price has been hit. If you have opted for a sound to loop when an alert is triggered it will keep playing until\ the alert has been deleted or acknowledged. There are 4 buttons located along the top left corner of the Alerts Window: Delete Selected Alert Edit Selected Alert Acknowledge Selected Alert Open Chart for Selected Alert

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SECTION 7
Making full use of the Scanning Manager

The Market Analyst Scanning Manager has been designed as an instrument to save you time. Where in the past there was a need to manually look over charts, Market Analyst has automated the process for you. Simply enter in your scans criteria, the data you want to scan and the date at which the criteria needs to be met, and Market Analyst does the rest.

Previously Saved Scans It is important to understand that the Market Analyst Scanning Module is not a black box system and is not designed to give you buy and sell signals.

Edit the selected scans criteria

Edit the selected scans data set

Scanning Program Buttons Help Button

Stop Button No Scan Results? Make sure that there is data for the date you are attempting to scan. Scan Results are displayed here Progress Bar

The Scanning Manager can be broken up into nine main sections. Saved Scans The Saved Scans section lists all previously created / saved scans. From this window you can open the Scan Creation Wizard via the New Scan button, or Delete an existing scan. Scans Window Displays the criteria being used for the selected scan. From this window you can Add additional criteria to the scan, Remove criteria from the selected scan, or Edit the criteria properties for the selected scan.

Data Groups Window Displays the data group(s) being scanned. From this window you and Add and Remove data groups for the selected scan.

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Date Range Window Allows you to select the date / date range the scan will cover. Note The Start Date and End Date options are greyed out unless Selected or Range are set as your Date Range.

Scanning Buttons Allows you to save changes to the selected scan. Allows you to save the changes made to an existing scan under a new name (leaving the original intact). Starts the selected scan.

Help Button Click on this button to view the online articles available on the scanning manager.

Stop Scan Button Allows you to stop the scan before it is completed.

Progress Bar Displays the progress and time remaining of the scan thats currently being ran.

Scan Results Window

Displays the results of the scan. (Code, Name, Date passed, etc). From this window you can select what to do with the results (create a workbook for example), print results, delete codes from the result list, and adjust the filter.

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Creating a New Scan The creation of a scan using the wizard is broken into four sections: Selecting the Criteria you want the data to pass. Selecting the Date / Date range the scan is to cover. Selecting the Data group the scan is to use. Entering a name for the newly created scan.

To begin, left click the New Scan button located in the Saved Scans window. The Create New Scan wizard will then display.

Select Scans Window

From this window you can select the criteria you want the scan to look for. There is no limit to the number of criteria you can have in one scan.

Click on the + next to the Tool group containing the criteria you want to scan for (Averages, for example). Left click on the criteria to select it (will highlight in blue). Click the arrow pointing to the right to add the criteria to the Selected Scans table. The Properties for the criteria will be displayed. Adjust as required. Once you have added all the scan criteria, click the Next button to continue.

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Select Date Range Window

The second step in creating a scan is to select a date or date range the scan will cover. The following options are available in the Dates to Scan field:

Today Yesterday Last Week Last Month Selected Range

The Selected option activates the Start Date field, allowing you to choose a specific date using a calendar window. (Some scan criteria, such as the Relative Comparison Scan require this date option to be selected).

The Range option activates the Start and End Date fields, allowing you to choose a custom range of dates to scan.

Click on the drop down arrow and select the desired date option.

Click on the Next button to continue.

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Select Data Folders Window

A Data group can be created from a number of sources:

Securities contained within a Workbook. Securities contained in the results file of a previous scan. Data supplied directly by Market Analyst. Data supplied via a 3rd party data provider (must be in a CSI or Metastock format).

In this example we will use data supplied directly by Market Analyst to create a data group. In the Select a Data Group section, click on the + next to Market Analyst Data Services folder. A list of available exchanges will be displayed. In this example we will scan the entire ASX Shares exchange, however you can choose to continue expanding the folders down to specific sectors and subsectors.

Left click on the ASX Shares folder once to select it (will highlight in blue). Left click the Add button.

The Save Data Group window will display. By default, the name of the folder you selected will be used, however you can change the data groups name if you want to. Click on OK to save the group into the Selected Data Groups section.

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If you have previously created a scan, the data group(s) you selected for the scan will already be displayed in the Selected Data Groups section. If you want to use the same data groups for the new scan you are creating, simply left click once on the checkbox next to the data groups name. Once you have selected all the data groups you want the scan to cover, left click on the Next button.

Enter Name for Scan Window

The final step is to enter a unique name for the new scan. By default, the name of the first criteria you selected for the scan will be used as the name. You can change this to suit your needs (using Alpha Numeric characters only). To complete the scan, left click the Finish button.

Executing a Scan Once you have created and saved a scan, you can execute the scan. You can choose to make adjustments to the scans parameters before you run it (most commonly the date range is adjusted according to how broad or refined you want the search to be) or you can run the scan using all the previously saved settings. To execute a scan, left click once on the scan located in the Saved Scans section (will highlight in blue).

Make any adjustments (if desired), then left click once on the Execute Scan button.

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Market Analyst will begin scanning the selected data groups with your desired criteria, and the progress bar at the bottom left corner of the scanning manager window will begin to update. Once the scan has completed, the results will be displayed in the Scan Results window.

The Scan Results Window The Scan Results window can display those securities within the selected data group which have: Passed all the criteria contained in the selected scan. Passed at least one of the criteria contained in the selected scan. All securities that were scanned regardless of whether they have passed the criteria or not.

From the Scan Results window you can: Save the securities to various locations, including workbooks, data groups and CSV files. Print the results. Customise the results list by manually removing unwanted securities. Open individual charts for a security by double clicking it.

You can also order the results window by left clicking on a column header. In the first screen shot you can see the results are ordered alphabetically by security code. By left clicking twice on the column header titled Bar Close Trading Above 15MA, the order of the results can be changed to display the results in order of the selected columns value.

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Results Filters The filter options are selected from the magnifying glass button located on the top right of the results window.

There are three result filters available in the Scanning Manager Show Results matching all criteria Only securities that passed all the criteria contained in the selected scan will be displayed when this filter is selected. Show Results matching any criteria Only securities that passed at least one of the criteria contained in the selected scan will be displayed when this filter is selected. Show all results When selected, all securities that were scanned are displayed regardless of whether they have passed the criteria or not.

Saving a scan result to a Workbook, Watchlist, Data Group or CSV file

The securities displayed in the scan results window can be saved into various locations. This section will cover the process for each available option.

The save options are selected from the floppy disk button located on the top left corner of the scan results window.

Saving results to a Workbook

You can create a Workbook of all the securities displayed within the results window as follows:Left click once on the Save Results button. In the menu displayed, left click once on the Save as Workbook option.

The Save to Workbook window will be displayed.

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Enter a File Name for the Workbook and left click on the Save button.

A window will display, confirming the save was successful.

Left click on OK to continue.

You will be taken back to the main scanning window, and the Workbook will be available to open from the Files menu.

Saving results as a Data Group

You can use the securities listed in the results window to create a data group for use in additional scans. This is useful for people who have a layered analysis process and want to sift through the securities over multiple scans. The data group can be created as follows:-

Left click once on the Save Results button. In the menu displayed, left click once on the Save as Scan Result option.

A save window will be displayed:

Enter a File Name for the scan result and left click the Save button.

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A window will display, confirming the save was successful.

Left click on OK to continue.

You will be taken back to the main scanning window, and the scan result will be available for use as a data group when creating / modifying a scan.

Saving results as a Watchlist You can create a Watchlist of all the securities displayed within the results window as follows:

Left click once on the Save Results button. In the menu displayed, left click once on the Save Scan Results as Watchlist option.

A Watchlist will open containing the codes displayed in the Scanning Manager results window.

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Add to Existing Workbook

You can add the securities displayed in a results list to the end of an existing Workbook. To do this simply:-

Left click once on the Save Results button.

In the menu displayed, left click once on the Add to Existing Workbook option.

The Select Workbook to Add to window will be displayed:

Left click once on an existing Workbook (will highlight in blue) then left click the Open button. A window will display, confirming the save was successful.

Left click on OK to continue.

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You will be taken back to the main scanning window, and the additional securities will be added to the end of the selected Workbook.

Open as New Workbook

You can automatically open a chart for each security displayed in the results list as follows:-

Left click once on the Save Results button. In the menu displayed, left click once on the Open as New Workbook option.

A progress bar will display briefly, before you are taken to a chart of the first security in the list. A chart for all securities will have been created, and tabbed along the top of the charting window.

From here you can apply a Workbook Template, or save the charts as displayed via the Files menu.

Export to CSV File

You can create a CSV file containing all the information displayed in the results window. CSV files are compatible with programs such as Excel and Notepad.

To create a CSV file simply:

Left click once on the Save Results button. In the menu displayed, left click once on the Export to CSV File option.

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A Save As window will be displayed:

Enter a File Name for the CSV file then left click the Save button.

You will be taken back to the main scanning window, and the CSV file will be available for use in other programs (such as Excel).

Printing Scan Results To print the scan results displayed in the Scan Results window, click the Print Results button.

The details will be sent directly to your default printer for processing.

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Modifying an Existing Scan

Once a scan has been saved, you can modify almost every aspect of it as required. This includes changes / additions to Date Range being scanned Scan Criteria contained within the scan Data Group(s) to be scanned

These modifications can affect the scan for only one scanning session, or permanently. The ability to save the modifications as a completely new scan is also available.

Modifying the Date Range In the main scanning window you will see the Date Range window.

To modify this setting for a previously saved scan, left click once on the scan located in the Saved Scans window (item will highlight in blue).

The Date Range window will update to display the date range settings for the selected scan. Click on the drop down arrow next to the date option, and select the new setting. If you only want this change to have an effect on the next scan, click on the Execute Scan button. If you would like to modify the selected scan so it always uses this new setting, click the Save button. To create a new scan using the adjusted settings, left click the Save As button, and enter a name for the new scan.

Modifying the Scan Criteria From the scans section of the main window, you can modify existing criteria, remove existing criteria, or add new criteria to the selected scan.

Modifying Existing Criteria To modify existing criteria, left click once on a scan to select it (located in the Saved Scans section of the main window). The criteria saved within the selected scan will be displayed.

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Left click once on the criteria you wish to modify (will highlight in blue).

Left click once on the Edit button.

The Edit Scan Properties window will be displayed. Make the desired changes to the criteria properties, and click the Close button when finished. If you only want this change to have an effect on the next scan, press the Execute Scan button. If you would like to modify the selected scan so it always uses these new criteria settings, click the Save button. To create a new scan using the adjusted criteria settings, left click the Save As button, and enter a name for the new scan.

Removing an Existing Scan Criteria To remove an existing criteria, left click once on a scan to select it (located in the Saved Scans section of the main window). The criteria saved within the selected scan will be displayed.

Left click once on the criteria you wish to modify (will highlight in blue).

Left click the Remove button.

The selected scan criteria will be removed (no prompts or confirmation windows are displayed).

If you only want this change to have an effect on the next scan, press the Execute Scan button. If you would like to modify the selected scan so it always uses these new criteria settings, click the Save button. To create a new scan using the adjusted criteria settings, left click the Save As button, and enter a name for the new scan.

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Adding a New Scan Criteria To modify existing criteria, left click once on a scan to select it (located in the Saved Scans section of the main window). The criteria saved within the selected scan will be displayed.

Left click the Add button.

The Select Scan window will be displayed.

Expand the criteria list down, and left click on the new criteria you want to add. Once selected, left click the Select button. The Edit Scan Properties window will be displayed.

Modify the properties if required, and left click on the Close button when finished. The new scan criteria will be displayed in the Scans section of the main window.

If you only want this change to have an effect on the next scan, press the Execute Scan button. If you would like to modify the selected scan so it always uses these new criteria settings, click the Save button. To create a new scan using the adjusted criteria settings, left click the Save As button, and enter a name for the new scan.

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Modifying the Data Groups

From the Data Groups section of the main scanning window, you can add or remove data groups to scan for a previously saved scan.

Adding a Data Group

To add a new data group, left click once on a scan to select it (located in the Saved Scans section of the main window). The data groups saved within the selected scan will be displayed in the Data Groups window.

Left click the Add button.

The Data Groups window will be displayed. Expand down the available folders, and left click on the item you want to add as a new data group. Once a folder/workbook/scan result has been selected, left click the Select button.

The Save Data Group window will be displayed. Enter a name for the new data group, and click the OK button.

The new data group will be added to the selected scan, and will display in the Data Groups window.

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If you only want this change to have an effect on the next scan, press the Execute Scan button. If you would like to modify the selected scan so it always has this new data group available, click the Save button. To create a new scan that includes the new data group, left click the Save As button, and enter a name for the new scan.

Removing a Data Group To remove a data group from an existing scan, left click once on a scan to select it (located in the Saved Scans section of the main window). The data groups saved within the selected scan will be displayed in the Data Groups window.

Left click the Remove button. The selected data group will be removed (no prompts or confirmation windows are displayed). If you only want this change to have an effect on the next scan, press the Execute Scan button. If you would like to modify the selected scan so the data group is no longer available, click the Save button. To create a new scan that excludes the data group, left click the Save As button, and enter a name for the new scan.

Ignoring Codes and Multi Date Scans When running a scan, there are two additional options available for you to choose:

Ignore codes over 3 characters. Scan to show all dates passing all criteria.

This section will take you through exactly what these items are, and how they can affect your scans. These two options are located just above the Scan Results window.

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Ignore codes over 3 characters

When this option is enabled, the scan being executed will ignore any securities / codes in the data group that contain more than three characters.

This can be particularly handy if you wish to ignore items such as preference shares, or if your data provider mixes options, warrants and shares into the same folder.

To enable the Ignore Codes option, left click once on the checkbox. The item will be displayed as ticked. To disable the Ignore Codes option, left click the checkbox again, and the item will display as un-ticked.

Scan to show all dates passing all criteria

This option is helpful when you want to identify any securities that have met your criteria more than once over a selected date range.

The scan results window will display the security, and the date it met the criteria. If the security met the criteria more than once, two or more entries for this code will be displayed.

In this example AAN has met the criteria 3 times.

The dates the security passed are listed here.

IMPORTANT: This checkbox should only be ticked when you are scanning more than one day. To enable the Scan to Show All Dates option, left click once on the checkbox. The item will be displayed as ticked. To disable the Scan to Show All Dates option, left click the checkbox again, and the item will display as un-ticked.

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SECTION 8
Training simulation and system testing

Implementing a new trading plan, or testing an existing one can often be a time consuming exercise, as you need to wait for the days to pass before results start appearing. To overcome this, Market Analyst brings to you an excellent training tool called the Trade Tracker, which allows you to do in minutes what would otherwise take weeks. With a couple of clicks of the mouse, you can take your chart back in time two weeks or even two years, and simply add one bar at a time, effectively giving you a real trading simulation. While your charts are updating, all of the indicators that you have applied are also updating, allowing you to see weeks of trading action within a matter of minutes.

Training Mode

Turning on Training Mode Located on the left hand side of the Market Analyst window is the Actions Bar. To enable training mode left click the Training Mode button.

Once enabled a Training On watermark will be displayed on the chart and the Training Mode interface will become available:

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To view the Training Mode Console, move your cursor over the Training On label.

This console window is broken down as follows:

Date and Time of the last bar being displayed on the chart. Time Interval to be added / removed from the chart. Number of Intervals to be added / removed at one time. Add / Remove bars. Opens the Trade Tracker Report Window

Plots an Exit Point to the chart using the Trade Tracker. Plots an Entry Point to the chart using the Trade Tracker.

To turn the training mode off, go to the Actions Bar on the left hand side of the Market Analyst window and left click the Training Mode button.

Using Training Mode

With the training mode enabled on a chart you can hide bars from view. To do this you will first need to set the Time Interval and Interval amounts you want to use. Swing Charts and Training Mode Training Mode can be used with Swing Charts, however you need to ensure the Time Interval is set to something other than Bar. This is due to the way Swing Charts are formulated. With the Training Mode Console in view, use the slider bars to adjust the interval settings:

The following Time Intervals can be selected: Bar Day Week Month Year

The Interval Amount can be set to any number you want. Sliding the bar to the right will increase the value, and sliding the bar to the left will decrease the value. You can select a training mode date by left clicking on the date displayed on the training mode console.

Once you have set the Time Interval and Interval Amount, use the

symbol to hide bars from view.

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In this example the same data file is used, however the top chart has Training Mode enabled. Using the Training Mode to hide the last few weeks of price action, you can now apply your analysis to the charts. With the tools and indicators applied, you can begin adding bars back onto the chart and watch how the tools react to the new data.

If using Training Mode on a weekly chart, you need to ensure the date you set Training Mode to is a Friday.

It is at this point you can begin using the Trade Tracker to mark entry and exit points to gauge the effectiveness of your trading plan.

Trade Tracker The Trade Tracker allows you to enter historical entry and exit points (while Training Mode is activated) on a chart. As these entry and exit points are added, a running total of profit and loss is tracked via the Trade Tracker.

The Trade Tracker has been designed to handle both long and short trades. To begin, open a chart and set the Training Mode to the date you want to start from. From there, left click the Enter button once on a bar where the system you are testing indicates a buy signal. When you click on Enter, a menu will be displayed with two options, Long and Short. Based on the type of trade you are making, left click once on the desired option. An entry arrow will be added to the bar to mark its location.

Arrows for Short Trades will displays as yellow. Arrows for Long trades will display as Green. Arrows for Trade Exists will display as Red.

Once the arrow is displayed on the chart, you can adjust various settings such as purchase price, position and the number of shares you purchased.

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Trade Tracker Properties

Size: Allows you to adjust the size of the arrow. Moving the slider bar to the left will decrease the size and moving it to the right will increase the size. Trade Action: Indicates the action of the arrow you had selected (Entry or Exit). Price Type: Allows you to select the Open, Close or User Defined price for the Trade Tracker to calculate from. Compound Interest: Allows you to re-invest any profits you have made from previous trades into the current trade. Amount Invested: Displays the dollar value of the current trade. Type: trades. Quantity: Allows you to switch between Long and Short

Allows you to set the number of shares purchased at the selected price.

Price Per Contract, Price Per Point and Point Movements are all used with Futures contracts, or Foreign Exchange data. Transparency: Allows you to adjust the transparency of the Trade Tracker arrow.

Visible: Allows you to hide or display the selected Trade Tracker arrow.

Once you have set up the entry details, continue adding bars to the chart via the Training Mode Console. Once your trading plan indicates a sell signal, left click the Exit button. An Exit arrow will be added to the bar to mark its location.

You can repeat this process as many times as required, mixing short and long trades together. Once you have finished entering your buy and sell items to the chart, you can click the Report button to generate a summary of how profitable the system was.

In this example you can see entry and exit arrows have been added.

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Trade Tracker Report

The Trade Tracker Report will break down the trades you have placed on the chart and display a number of statistics. These include: Win / Loss Ratios Total Profit / Loss Average Profit Across All trades Biggest Profit Biggest Loss Most Consecutive Wins Average Trade Length Long vs. Short Trades

You can also Print this information out for future reference.

System Tester The System Tester combines the power of the Scanning Manager and Trade Tracker into one module that will provide a fast and simple method for evaluating your trading plans.

It is important to understand that the Market Analyst System Tester is in no way a black box system, and will not give you buy or sell signals. It is a module designed to aid you in testing your trading strategy in a simulated environment. Past performance does not guarantee future profits.

To start a new System Test, click on the New menu and left click the System Test option. The Data File selector window will display. Enter the code for the security you want to run a system test on and press Enter on your keyboard.

The System Tester window will open.

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Creating a New System Test

To create a new System Test click on the New button.

The System Test Wizard will display. In the first window enter a Name for the new System Test. Once a name has been entered, adjust the Type as required. The three options available are Long, Short and Both. Select the price the Entry / Exit trades use (Day of Signal (Close) or Day After Signal (Open)). The system test will not perform correctly if the Amount Invested is not set to a real world value. Leaving this value as 1 will generally mean no results are displayed at the end of a System Test. Enter the amount of starting capital the System Test can use in the Amount Invested section. If you wish to re-invest the profits made by previous trades into future trades, tick the ReInvest Profits checkbox.

If you want to close any open trades at the end of the system test, ensure the Close all positions after last day checkbox is ticked. If you are using the System Tester for Futures or Foreign Exchange charts, there are three additional options you can set up. They are Price per Contract, Price Per Point and Point Movement. Once all the required information has been entered, click the Next button.

In the second window that opens you will need to enter your entry and exit criteria. To do this, left click on the Add button located in the Entry Scans section. In the window displayed locate the required criteria. Left click it to highlight the criteria you wish to add, and click the Select button to add it to the list.

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The Properties for the selected criteria will be displayed on the right hand side of the window. Adjust the Properties as required. Once you have entered all your entry criteria, repeat the above steps to add your exit criteria. Once you have completed both the entry and exit criteria sections, click Next to continue.

You will be taken to the Run System Test window. If you want to run the System Test straight away, leave the checkbox ticked and click the Finish button. The system test will run. Once completed the results will be displayed on the right hand side window.

The Summary window will display the same details as the Trade Tracker report (Number of Trades, Total Profit, etc). To view a breakdown of each trade, click on the Detail page tab at the top of the report window.

Each trade is colour coded to indicate the result of the trade. White is used for all entries, blue for profitable exits and red for exits that produced a loss.

From this window you can Export the report to a CSV file for use in 3rd party programs such as Notepad or MS Excel. The export button is located on the top left corner of the report window.

You can also plot each trade directly to the chart for more detailed analysis. To do this left click the Chart Trades button located just above the Detail page tab.

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The trades will be plotted to the chart using the Trade Tracker arrows.

Running a previously saved System Test To run a previously saved System Test, left click the test you want to run (will highlight in blue) and click the Run button.

Deleting a previously saved System Test To delete a previously saved System Test, left click the test you want to delete (will highlight in blue) and click the Delete button. When asked to confirm the action, click Yes.

Editing a previously saved System Test To edit a previously saved System Test, left click the test you want to edit (will highlight in blue) and click the Edit button. Make the desired adjustments and click Finish to save the changes.

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SECTION 9
Practical time savers and tips

This section will cover a number of useful suggestions on how to enhance your experience with Market Analyst.

Market Analyst Colours Tweaking the colour scheme

In Section 1 we covered the preset colour schemes available for use in Market Analyst. This section will cover how to select a custom colour scheme, and adjust various settings such as tool tip transparency. To access the Colour Scheme selector, click on the Settings menu button located along the top of the Market Analyst window. In the menu displayed, left click the General Settings option. In the General Settings window that displays, left click the Chart Colours tab on the left hand side. The following window will display:

Click on the drop down arrow next to Layout Themes and select Custom from the list.

Additional settings will be added to the bottom of the page.

The first two settings allow you to adjust the font settings for Labels (for example those displayed on a Gann Swing Chart, when labels are enabled). The Chart Font allows you to adjust the settings used for the Time and Price Scales. Highlight Intensity Located on the top right corner of the colour scheme window is a slider bar for highlight intensity. If you find you are having trouble noticing the highlight effect displayed when your mouse is placed over a chart or tool, use this slider to increase the intensity of the highlight effect. To adjust the colour of an item, left click the preview window once to select it. There are four areas you can select: The Time / Price Scales The Tips window The History Bar The History Bar Slider

When you select one of the above items, the settings at the bottom of the window will update. Once you have selected your desired colour scheme, click Ok to apply the changes.

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Backups Market Analyst contains an automated backup system, where once a week (by default) your work will be copied to a backup folder located in My Documents. This is a great way to ensure unintended changes to workbooks, portfolios, etc can be reversed if needed. This however does not protect you if your system crashes and you lose all of your saved information. As a result, we have added an option in Market Analyst that allows you to perform a manual backup of all your work to a USB Stick or other networked drive. To do this, click on the Settings menu button located at the top of the Market Analyst window. In the menu displayed left click the General Settings option. In the General Settings window that opens, left click on the Backup tab located on the left hand side. The following window will display:

The top section deals with the frequency of your automated backups. You can also disable the automated updates if you wish. The mid section will display a list of existing backups. From here you can select an older backup and restore the information. The lower section covers the manual backups. To backup your information to a USB stick, connect it to your system, and click the Browse Location button. Navigate to the USB Stick and click Save. With the USB Stick selected, click the Backup Now button, located on the top right corner of the window. The backup will be created, protecting your work from fatal system crashes.

Advanced Restore Feature When a backup is performed by Market Analyst, all information that is not replaced by a new installation (such as workbooks, templates, settings, etc) is copied. However, if the need arises to restore an item from a backup file, you are given the ability to restore a specific section or item. For example, if you deleted a favourite template, you could open the latest backup file, navigate down to the template section, select the backed up template, and restore that specific file. This keeps all your other work intact.

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Custom Shortcuts While Market Analyst does come with some preset shortcuts, such as F3 to open a Bar Chart, there are many other tasks that can now be assigned a shortcut. To set up your own shortcuts, click on the Settings menu button located along the top of the Market Analyst window. In the menu displayed, left click the General Settings option. In the General Settings window that displays, left click the Shortcuts tab located on the left hand side. The following window will display: A table of all functions that are able to have a shortcut assigned will be displayed. Items already containing a shortcut will display the key stroke(s) in the shortcut column.

If a shortcut is not being accepted, chances are you have already used that combination on a different function.

To set a shortcut for a specific item, left click in the Shortcut column of the item you want to set up. Once selected, press the key(s) you want to set up as the shortcut.

Once you are happy with the key combination, left click once on the command name (Candlestick Chart for example).

Importing third party data into Market Analyst Market Analyst is compatible with the following data formats Metastock CSI Market Analyst II ASCII / CSV

This procedure will take you through importing this data into Market Analyst. 1. Click on the Files menu and select Import Data Files.

2.

The Import Data Files window will display. Select the Folder or Drive you wish to scan for data. (C drive is selected by default). Select the type of data files you are searching for (End of Day or Intraday).

3.

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4.

Select the format of the data files you are searching for (MA2, Metastock, CSI or CSV).

5. Click Next to continue. 6. In the window displayed, enter a name for the new data exchange to display as in the Data File Selector window, and a short name. 7. Click the Import button to continue.

8.

Market Analyst will scan the selected folder / drive for all available data files. Once the data scan has completed, the following window will display:

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9. Click the Finish button to complete the data scan process. The next time you open the data file selector the new exchange will be ready to use.

Navigation Tips Holding down the Shift key when expanding / compressing bars via the history bar distributes the change evenly between the left and right of the chart. Double clicking on the history slider will reset the zoom level and set the view back to the far right of the chart. You can disable the Nav Console on your chart by left clicking on a blank area of the chart and clicking the Nav Console button on the Action Bar. If you move the location of the Nav Console on the chart, the location will be saved, so the next time you open a chart the Nav Console will automatically display in the same location. You can adjust the vertical price scale by left clicking and holding the mouse button down while over the price scale, and dragging your mouse up or down. When a price scale no longer automatically updates the high and low (because you have manually adjusted the price scale settings), a padlock icon will display on the top right corner of the chart window. Left clicking on this padlock will restore the automated scale functions. Left clicking on the chart and pressing Esc on your keyboard will have the same effect.

The current bar number setting (your charts zoom level) is displayed on the bottom right corner of the history bar slider.

Adjusting the Price Scales Position

By default the price scale is displayed on the right hand side of the chart window. This can be adjusted to the left hand side by using the following process: 1. 2. 3. Open the chart. Left click once on a blank area of the chart. Go to the panel on the left hand side and locate the option called Show Right Scale and untick it. Go to the panel on the left hand side and locate the option called Show Left Scale and tick it.

4.

The price scale will now display on the left hand side of the chart. You can save this setting as default by left clicking on a blank area of the chart and clicking the Save As Default action displayed on the left panel.

Custom Exchanges

You can now add custom exchanges to your data file selector list. In the past, manually entered codes for a 3rd party live data vendor had to be added to an existing exchange, which after awhile could end up quite messy. The introduction of custom exchanges resolves this issue.

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Adding a Custom Exchange

1.

Press F3 on your keyboard. The Data File Selector will display. Right click on a blank area of the exchange section and select Add Custom Exchange from the menu displayed.

2.

The Add New Exchange window will display:

3.

Click on the drop down arrow next to Data Provider and select the source for the new exchange:

4.

Enter a name for the custom exchange:

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5.

Click the Save button. The new exchange folder will be displayed in the Data File Selector.

6.

To add a code to the exchange, right click in the Data File section and select Add Code from the menu displayed.

7.

The Add Custom Code window will display. Enter the details of the new code, and click Save. The new code will be added to the custom exchange.

Cross Hair Tool Shortcuts A new function has been added to the cross hair tool that allows you to add vertical and horizontal lines to the chart quickly.

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Horizontal Lines While the cross hair is enabled, position your cursor at the desired level, hold down the Alt key on your keyboard and left click once. A horizontal line will be added to the chart.

Vertical Lines While the cross hair is enabled, position your cursor at the desired date, hold down the Alt key on your keyboard and double left click on the chart. A vertical line will be added to the chart.

Tool Sort Tools listed in the Tool Bar and Custom Folder can now be sorted Alphabetically. There is also a new General Setting in the Work Space section called Auto Sort Custom Tools that will keep the tools listed in Alphabetical order as new tools are added. Sorting Custom Tools To sort your custom tools into alphabetical order, right click on a custom tool saved on the tool bar. In the menu displayed, left click the Sort Tools option. The custom tools will then be ordered in alphabetical order.

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Adding new tools

Once you have ordered the custom tools in alphabetical order, you can enable an option via General Settings to ensure any new tools added to the tool bar are automatically ordered. To enable this option:

1. Open Market Analyst 6. 2. Click the Settings menu. 3. Select General Settings. 4. In the window displayed, left click the Workspace tab. 5. Locate the checkbox called Automatically Sort Custom Tools and tick it. 6. Click OK.

Any new tools added to the tool bar from this point on will be automatically sorted alphabetically for you. Market Analyst 6 - Program Updates Program updates which include new tools, modules, enhancements and patches are released on a regular basis. These updates are tested thoroughly before they are released, going through both Alpha and Beta Stages before they are made available for general access. When an update is released for Marrket Analyst, the program will alert you to the new build when you first login to the program:

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If you click on Remind me Later, the prompt will not display again for 3 calendar days. If you click on the Update Now button, the Market Analyst program will close, and the Updater will display:

Click on the Next button to check the server for updated files.

If files are found available to update, click the Update button. The new files will download and install onto your system. Once the update process has completed you can re-open Market Analyst.

Note: You can manually run the updater program via the Help menu in Market Analyst 6.

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SHORTCUTS

A number of functions in Market Analyst include a keyboard shortcut by default. Below is a list of all default shortcuts included in Market Analyst:

Command

Shortcut Key(s)

Open Bar Chart Open Chart Using the Last Style Enable / Disable Cross Hair Enable / Disable Grid Enable / Disable Price Lock Open Tool Wheel Scroll to the next page tab Scroll to the previous page tab Lock Info Panel Undo last action Redo last action Repeat Tool Creation Reset Auto Price Scale Enable Training Mode Enable / Disable Nav Console Enable / Disable Info Bar Invert Chart Print Chart Tile Charts Horizontally Tile Charts Vertically Open Scanning Manager Open Portfolio Manager Open Workbook Save Workbook Jump to First Page Tab Jump to Last Page Tab

F3 F2 Ctrl + C Ctrl + G Ctrl + L Ctrl + T Alt + Alt + Ctrl + A Ctrl + Z Ctrl + Alt + Z Ctrl + Left Click Esc Alt + T Ctrl + N Ctrl + I Alt + I Ctrl + P Alt + H Alt + V Ctrl + Shift + S Ctrl + Shift + P Ctrl + O Ctrl + S Ctrl + Home Ctrl + End

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