Navigation Bar

Last modified 18:30, 2 Nov 2012

Navigation Bar and Symbol Tree

The Navigation Bar is a data reference tool used by the Chart, Quote List and Scanner functions.

This topic will first describe the contents of the Navigation Bar, and then explain its use.

Toggle the function bar's Nav button to show/hide the Navigation Bar from view.

Navigation Bar Contents

The Navigation Bar is arranged in groups.

There are two kinds of groups: Data Groups that contain symbols from exchanges, organized under security type groups, each with a Symbol Tree to organize its symbols, and User Defined Groups that contain user defined Quote Pages, Scanner Results and Price Charts, which are listed using the names the user defined when they were saved.

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Hierarchical Display in Symbol Tree

Your SOFTWARE primarily uses the Industry Classification Benchmark (ICB) to organize stocks and other instruments in the Navigation Bar's Symbol Tree.

ICB is a global classification system created by Dow Jones Indexes and FTSE. It offers a detailed and comprehensive structure allowing three levels of classification: 10 Industries, 18 Supersectors and 39 Sectors.

ICB system is applied to all stock markets available on Your SOFTWARE.

For the Australian market, an alternative classification system is available: GICS (Global Industry Classification Standard).

GICS is similar to ICB in that it provides for classification of securities based on sector and industry definitions. Users can select between the two systems for ASX stocks using the drop down menu in the Data Providers dialog. The Data Providers dialog box can be accessed from the Edit menu bar.

Data Groups and Symbol Tree Display

Data groups contain symbols relating to data received from exchanges.

The user can define which data groups are displayed in the Symbol Tree.

The groups to be displayed are selected in the Nav Bar page of the Application Settings dialog:

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Each grouping will display in the Navigation Bar as a collapsible bar.

For groups that display symbols, either the symbol code or full description or both, can be set to be displayed, this setting is made on the Nav Bar page:

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Display Symbols and Descriptions is the default setting.

For more information go to the Nav Bar section of the Applications Settings help topic.

The following symbols groups are displayed as buttons in the Navigation Bar:

CFDs

Contracts for Difference (CFDs) can be included in the Navigation Bar (see the Navigation Bar in the Applications Settings section):

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Currently ASX Equity CFDs listed on the Australian Stock Exchange (ASX) are quoted.

ForEx

This group contains foreign exchange rates quoted against the US dollar, as well as cross rates among various different currencies.

The currencies are sub-grouped into major national currencies, the each containing exchange rates for other countries' currencies.

Each rate is displayed with a unique symbol or description prefixed with the FX icon:

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Double click on the symbol to display a history of the exchange rate in a chart.

To receive this data requires a special subscription, an error message will display, if the user is not subscribed.

Futures

Futures for all world futures markets are available.

You must check the box next to All World Futures in the Symbols Maintenance Wizard for them to be downloaded.

Indices

Indices are organized into national market groups.navbar_5indices.gif

Within each national group, the indices are not in defined subgroupings.

Each rate is displayed with a unique symbol or description, prefixed with the I icon:

Double click on the symbol to display the index in a chart.

Options

Each exchange has a folder and in the folder are sub-folders for each underlying security for which options are written.

Click on the security's folder to display a list of all its option derivatives.

The option series are listed in alpha-numeric order. The option symbol naming process does not accommodate this ordering sequence very well. Therefore, we recommend that you set the Symbol Tree display options (see above) to Display Descriptions, rather than Display Symbols, when you are working with options in the Navigation bar.

Stocks

navbar_6stocks.gifStocks are grouped into national markets.

The symbols are sub-grouped using the Industry Classification Benchmark (ICB) system to organize stocks and other instruments into sector and industry designations.

For the Australian market, the GICs (Global Industry Classification Standard) system is available as well as the ICB system. The preferred classification system is set in the Data Providers menu setting dialog.

Each stock is displayed with a unique symbol or description prefixed with the S icon:

Double click on the symbol to display the stock in a chart.

Alter Data Display

You can change the types of symbols that are loaded by specifying what data should be downloaded into your Symbol Tree options.

This is a System Setting and is fully described in the Nav Bar help topic in the Application Settings help area.

This will enable you to include or exclude specific types of securities.

Symbol Maintenance

Exchanges add new companies and assign new symbols, symbols for options and futures contracts expire, and companies cease trading because of mergers/acquisitions, management buyout, etc.

In order to manage the changes in the symbol set for any exchange, Your SOFTWARE has developed the Symbol Maintenance Wizard.

For more information go to the Symbols Maintenance Wizard help topic.

User Defined Groups

Two groups contain user defined pages: Chart Pages and Quote Pages

Three groups contain user defined pages: Chart Pages, Quote Pages and Scanner Results

These groups appear in the Navigation Bar by default, and cannot be changed, deleted or set not to display.

The user defined groups always follow the data based groups at the bottom of the Navigation Bar.

Quote Pages

navbar_7quotpags.gifThe user creates Quote Pages consisting of groups of Quote Lists of individual symbols. Refer to the Quote Pages help topic for more information.

The Quote Pages created and saved by the user can be displayed by selecting the Quote Pages button in the Navigation Bar:

Quote Pages appear as folders with the name they were saved under appearing immediately to the left.

Each Quote Page folder can be opened, the symbols included in the quote page will be listed alphabetically.

The securities will be listed by unique symbol or description, depending on the Nav Bar setting.

Using the Quote Pages Symbols

Double left mouse click on the symbol to open it as a price chart page.

After a Quote Page symbol has been opened as a chart, you can select another symbol from the list and double left-mouse click to open it, or use the current chart's display control buttons to switch the chart’s symbol with others on the list:

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As indicated by the display button’s tool tip, you can also click F3 to insert the previous symbol in the current group, or F4 to insert the next symbol.

Using these features you can sequentially display the symbols in a group using the same chart format as well as applying currently opened indicators to the new symbol. This facilitates easy comparison of the symbols with one another.

Chart Pages

navbar_8pricharts.gifThe chart pages saved by the user are included in a Saved Charts list. Go to the Create New Chart Pages and Save Chart Pages for more information.

The Chart Pages group of the Navigation Bar is the user's saved chart page list, arranged in alphabetical order:

The securities will be listed alphabetically by the name created by the user to save the chart, or by the symbol or description if no user defined name was created.

As with the symbols in the Quote Pages list, once you have opened a chart in a group, you can use the display control buttons (or the F3 and F4 keys) to switch the chart’s symbol with others on the list, sequentially displaying the different symbols in the same chart and indicators.

Scanner Results

navbar_9scanresults.gifUsers conduct market or trade scans and save the scanner results. Go to the Scanning help topics for more information.

The Scanner Results group of the Symbol Tree contains a folder for each saved scan results list.

Click on the folder to display the symbols identified by that particular scan. When open, the folder's icon changes from a plus sign (+) to a minus sign (‘) and the list of symbols appears immediately below the folder.

Double click on any of the symbols in a Scanner Results List to create a chart page of that symbol in the work area.

Using the Navigation Bar

The Navigation Bar is a data reference tool used by the Chart Page and, Quote Page and Scan Results functions.

It provides a central repository for all the securities available to the user, as well as displaying the lists of Chart Pages or, Quote Pages or Scan Results that the user had previously created.

The Symbol Tree can also be used to populate Quote Lists.

Aside from aiding navigation, the other two functions that the Symbol Tree can perform are opening existing charts and creating new charts.

Navigation, Search and Display

The Navigation Bar allows the user's quote lists, chart page lists and all available data to be in one integrated directory. The collapsible tree structure allows quick access to any of these items, and the search facility utilises the common search function to locate symbols in the Symbol Tree (the search function does not affect the user defined groups).

To find a symbol in the Symbol Tree click on the Search button at the bottom of the Navigation Bar. The standard Software search dialog will open. Go to the Symbol Search help topic for information on using this dialog.

When the search has identified the correct symbol, click on it and the symbol will open at its location in the Symbol Tree. The user can then double click on the symbol to create a new Chart Page, add it to a Quote List, etc.

Populating Quote Lists

To populate a Quote list first open, or create a new, Quote List, and display the Navigation Bar's Symbols Tree.

Go to any symbol in the Symbol Tree and double left mouse click on it.

The symbol, and its details, will be added to the list.

When finished save the list as with any other Quote List. Go to the Quote List help topic for more information.

Opening Existing Chart Pages

Open the Navigation Bar and click to drop down either the Chart Pages or Quote Pages buttons.

Select a symbol from the lists of previously created charts.

Double left mouse click to open the existing chart page.

Create New Chart Pages

Double left mouse click on a security in the Symbol Tree and it will replace the current chart in the work area.

If you have not previously saved the current chart, a dialog box will open asking if you wish to save it.

Show/Hide Navigation Bar

The Navigation Bar is displayed by clicking on the Nav button in the function bar: butn_navbar.gif

This button has a toggle effect, opening and closing the Navigation Bar on the left margin of the Chart Work area.

Functions which do not use the Navigation Bar, such as Scans, Alerts, Portfolios and Reports, will not have a Nav button in their Function Bar.

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