Strategy Ticker® Menu Bar

 

FILE

Load Stock List

Selecting this feature will allow you to load a previously saved Stock List into your Strategy Ticker.

Save Stock List As

Selecting this feature will allow you to save your current stock list to a file on your computer, which you can load later.

Clear Stock List

Unloads the current Stock List leaving you with a blank Strategy Ticker window. This enables you to start a new Stock List from scratch (see Symbol List below for more info on adding and deleting symbols).

Page Setup

Enables you to customize the current page for printing. Read the Printing Windows topic for more information.

Print

Prints the current stock list.

Export

Saves the current stock list to a text (.txt) file in your SSPro folder, which can then be opened in Excel or other third-party software.

0, 1, 2, 3...

Strategy Ticker will remember the last 9 files that have been opened. To toggle between files, click on any of them. This will be faster than going into the Symbol List option.

Close

Closes the Strategy Ticker window.

 

SETTINGS

General

  • Securities: Select one or all security types to monitor: NASDAQ, NYSE, Indexes, or a Symbol List.
  • Bar Size: Select the bar size you want used (i.e., 5 Minutes, 15 Minute, Daily, etc.
  • Generate Signals at: To generate signals at the closing price of the bar, select End of Bar. Otherwise, select Intra-bar to generate signals within the timeframe of the bar.


Symbol List

Adding Symbols:

  1. Click Settings > Symbol List.
  2. In the Symbol List window type in the stock or index
  3. After typing each, press Enter on your keyboard or click the Add button
  4. After all the stocks and indices have been entered, click OK.

Saving a Symbol List:

  1. Click File > Save Stock List As...
  2. In the Save window that appears, type in the file name you would like to save the list as, then click Save.

Strategy Center

Select the Strategies you wish to monitor. Click on any strategy to view its description at the bottom of the window.

To add a strategy to the Selected Strategies list, click on it in the Available Strategies list and click the Add button.

To remove a strategy from the Selected list, click on it and then click the Remove button.

Filters

Price Range

The Price Range filter allows you to set the price level below which, and above which, a security or index will be ignored.

Click on the arrow buttons provided to increase or decrease the prices within the Ignore Below and Ignore Above settings. Prices are based on yesterday's close. The minimum "below" setting is $1 and the maximum "above" setting is $1000.

Five Day Avg Volume Filter

To ignore securities or indexes with a five day average volume below a certain value, use the up and down arrows to specify that value.

Columns

Visible Columns:

  • Trend Long for possible uptrend, Short arrow for possible downtrend
  • Price – Price at which the signal was generated
  • Technical Strategy – Name of the strategy that generated the notification
  • Bar Size – Size of each bar used for which the signal was generated (i.e. 5 Minute, 10 Minute, 15 Minute, 30 Minute, 60 Minute, or Daily)
  • Time – Date and time the signal was generated
  • 20 Day Avg Volume – Average volume for the security over the last 20 days
  • 5 Day Avg Volume – Average volume for the security over the last 5 days
  • Open* – Point change in the security’s price since the Open
  • Close* – Point change in the security’s price since the previous Close
  • Open* (%) – Percentage in price change in the security’s price since the Open
  • Close* (%) – Percentage in price change in the security’s price since the Close price
  • Profit Exit - When the strategy has a Money Management Profit Exit % indicator defined, a hypothetical Profit Exit is calculated based on the price at the time of the signal. If the trend is Up, the percentage will be added to the price. If Down, it will be subtracted.
  • Stop Loss - When the strategy has a Money Management Stop Loss % indicator defined, a hypothetical Stop Loss is calculated based on the price at the time of the signal. If the trend is Up, the percentage will subtracted from the price. If Down, it will be added.

Hide Column Header: Check the box to hide the column names.

Colors

Change color settings with this option.

Fonts

Change font settings with this option.

 

Copyright ©Charles Schwab & Co., Inc. 2013. All rights reserved. Member SIPC. (0312-2067)