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Stock Windows


The stock windows provide information relating to the currently selected stock.

TIP: If you have selected the option Map Arrows Keys in Program in the program's preferences, then you can use your Pocket PC's hardware left, right, up and down buttons to move between the different stock windows and different stocks in the current portfolio. This is a great way, for example, to review the latest market information of all your stocks!


Info

The info tab is used to specify the initial buying parameters of a stock. If you want to keep track of a stock that you do not own then leave the Price per share, Number of shares and Fee fields empty and uncheck the Own checkbox. Stocks that are not owned (i.e. stocks that are only watched) are not included in the portfolio statistics on the main screen.

Name: The name of the stock. This is only for your own reference therefore you can enter whatever you prefer.

Symbol: The symbol of the stock as it is found on the server used by Stock Manager. You should not enter the symbol you think is correct, instead check the online FAQ to see what servers are used and look up the correct symbol.

* The symbol is also important because it allows Stock Manager to know which entries belong to the same stock. This is used in the stock calculator, the stock charts and the stock alerts. If you have a stock, which you have to update manually (because the exchange is not yet supported by Stock Manager), you should still give it a dummy symbol, for example XX01, XX02, etc and select "No Update" from the exchange popup. This will allow you to update the stock manually and still keep chart data for it.

You can also track the latest currency rates with Stock Manager. To do so, select "Currency" from the exchange popup and enter the currency name as two ISO currency code. For example, entering "EURUSD" will track the rate of the Euro to the US Dollar while "USDCAD" will track the US Dollar to the Canadian Dollar.

To track an index, select "Index" from the exchange popup and enter the index symbol. You can find a list of all the indices in the FAQ.

The Chart checkbox indicates whether chart information should be saved for the current stock.

Short: If this purchase is a short then select this checkbox. The profit, profit % and profit pa will then be correctly calculated (negative if the stock price goes up and positive if it goes down).

The Fee field indicates how much was paid as a commission to buy the current stock. If your broker charges a percentage fee instead of a flat fee, then select the correct percentage value by tapping on the ? symbol and the fee will automatically be calculated by Stock Manager.

You can track of dividends received for the stock by entering the amount in the Dividend field.

The 4 icons at the bottom help you manage your stock:

Delete this stock.

Sell this stock.

Add more shares to this stock. When tracking certain items, such as mutual funds for example, for which more shares are purchased every month it is usually not interesting to keep these purchases as separate entries in Stock Manager. In which case click on the "Add more shares" button and enter the price, number of shares and fee for the new purchase. These values will be added (number and fee) and averaged (price) to the existing values of the entry.

Create a new stock based on this stock. When purchasing more shares of a regular stock it is usually desirable to create a new stock entry so that the different purchases and their dates can be remembered. In this case choose this action. This will create a new stock entry (the same action as choosing New on the main screen) but it will also fill in the stock name and symbol for you.



Market

The market window displays all the information that is downloaded from the Internet for a particular stock. The information is displayed as it was downloaded and it is not calculated. Therefore the Change value reflects the amount by which a stock has changed since the last market close.

Some stock servers supported by Stock Manager do not support the downloading of all the fields in this window. Therefore it is possible that for some stocks, one or more value is blank.



Stock Calculator

The stock calculator shows the combined statistics of all stock entries belonging to the same stock (two stock entries are deemed to be the same stock if they have the same stock symbol and same exchange). This is useful when several lots of the same stock have been purchased at different times. When selecting "All" from the "Buy Date" popup the window shows: total number of shares, average buy price, total cost and current value and average profit and profit %.

TIP: Tap on the currency icon to see the values in either the portfolio currency or the base currency.


Note

In the Note stock window it is possible to attach a note to a stock. Notes are useful to remember certain conditions surrounding the purchase of a particular stock.


Chart

Everyday, the price, high, low and volume values of every stock are saved in a database and are then used to draw the stock charts.

Only one set of values is saved per day, it is up to the user to do an Internet update after market close to save the closing values for the day (or use the conduit to import historical chart data - see section 10). Chart data is saved for only those stocks that have the Chart checkbox checked in the info stock window.

Click on this button to expand the chart window to full screen.

This button will appear when the chart window is in full-screen mode. Click on this button to rotate the chart into landscape mode. NOTE: 3rd party utilities like GigaBar will still show up on top of the charts, this is not a Stock Manager problem.

Splitting a stock will also adjust the stock's chart. See section 11.

Clicking on the arrow button will display 4 menu options:

  • Add/Replace Entry: Allows you to enter new data into the chart database in case that an Internet update was not performed on a particular day. If the date entered in the Add/Replace dialog already exists in the chart database then the values entered will replace the existing values.

  • Delete Chart Range: Deletes older chart data. This is useful if your Pocket PC device is running out of memory but you would still like to keep recent chart information.

  • Delete Chart Data: Deletes all the chart data for the currently selected stock.

  • Min/Max for display range: If unselected, the chart is scaled between the maximum and the minimum value in the chart. If selected, the chart is scaled on a screen at-a-time basis. This is useful if a stock is near it's 52-week low.

TIP: Tap somewhere on the chart and move the stylus left and right to see the different closing prices at the bottom of the screen. Lift the stylus to see the particular values for the chosen day.

Note: When a stock is sold, the chart data is still available but is not updated anymore. You can either delete the stock data by selecting Delete Chart Data to conserve space on your Pocket PC. Or, if you still want to download daily chart info for the current stock, then create a new watched stock for this stock. The existing chart data will be available to the new watched stock and will be updated during every Internet update.



Alerts

In the Alert stock window it is possible to set any number of alerts for the current stock. Alerts can be set depending on the current stock price, daily change value, profit and profit %. Note that the profit and profit % alerts do take into account multiple lot purchases of the same stock!

To add a new alert set the alert type and value and press the Add button. To change an existing alert, select desired alert from the Current alerts list, change its parameters and click on the Change button.

More information about alerts is available in the section below.




Sell

The Sell stock window displays information regarding the sale of a particular stock. This window is only available for a stock that has been sold.



Currencies


Stock Manager offers full support for currencies. Currencies are defined on a portfolio basis - so make sure that all stocks in a particular portfolio are based on the same currency.

The currency manager can be opened from the Tools menu.

To get started using currencies:

  • Enter the 3-letter ISO code for your base currency (e.g. USD, EUR, CAD, GBP...) in the Base Currency field,

  • and then all foreign currencies as they relate to the base currency in the list Defined currencies. When you adding a new currency, if you leave the currency exchange rate blank, then Stock Manager will automatically update it at the next Internet update.

  • Then assign a currency to each portfolio on the top part of the currency manager window.

NOTE: It is important to enter the correct ISO code for a currency, otherwise Stock Manager will not be able to automatically download the latest currency exchange rates. You can find the correct currency ISO codes at the Universal Currency Converter page.

The main Stock Manager window displays the current currency at the bottom of the screen, just above the portfolio statistics. Tapping on this currency icon will alternate the display of all values between the portfolio currency and the global currency. When viewing All portfolios together, all the statistics will be in the global currency.

The latest currency rates for all currencies defined in the currency manager are automatically downloaded during an Internet stock update.

Example

Suppose that your local currency is the Euro (EUR) and that you have a portfolio called Europe, which is in Euros (EUR), and another portfolio called US which is in US dollars (USD). Then you should do this:

  1. Enter the currency code EUR in the Base Currency field.

  2. Add a currency called USD and either enter the value of 1 USD to 1 NLG or leave the value at 0 - it will be updated at the next Internet update.

  3. On the top part of the currency screen, assign the Europe portfolio to EUR and the US portfolio to USD.

  4. If you did not enter the currency rates then do an Internet update so that the latest conversion rates are downloaded.

  5. From now on when you are viewing the portfolio called Europe you will see the values in Euros. And you can toggle looking at the US portfolio in either US dollars or Euros by tapping on the currency label at the bottom of the main screen. When viewing "All portfolios", the values will be in Euros.

NOTE: It is very important to use the correct 3-letter ISO code otherwise Stock Manager will not be able to download the latest currency rates from the Internet. You can find a list of the standard 3-letter ISO currency codes at the Universal Currency Converter page.

Portfolio Charts


Portfolio charts are a great way to see how your stock portfolio is doing! Quickly see how your money is distributed in your portfolio and winning and losing stocks.

All stock entries belonging to the same stock are combined into one chart entry (so make sure that all stock entries have the proper symbols - see section "Stock Window Info").

  • Bar chart: great to see the cost/value/profit of a portfolio as absolute values.

  • Pie chart: shows the cost/value/profit of all shares in a portfolio in relative terms, i.e. with respect to each other.

  • Line chart: shows the cost/value/profit of a portfolio over time. Note that it is not possible to see line chart data for the "All" portfolio, you have to select a specific portfolio.

Clicking on the arrow button will display 4 menu options that allow you to manipulate the Line charts:

  • Add/Replace Entry: Allows you to enter new data into the chart database in case that an Internet update was not performed on a particular day. If the date entered in the Add/Replace dialog already exists in the chart database then the values entered will replace the existing values.

  • Delete Chart Range: Deletes older chart data. This is useful if your Pocket PC device is running out of memory but you would still like to keep recent chart information.

  • Delete Chart Data: Deletes all the chart data for the currently selected portfolio.

  • Min/Max for display range: If unselected, the chart is scaled between the maximum and the minimum value in the chart. If selected, the chart is scaled on a screen at-a-time basis.

Use the portfolio popup to see charts for the different portfolios.

Selecting the option Use Stock Name in Charts in the Stock Manager preferences will display the name of the stock instead of the symbol of the stock in the chart. See section 11.

TIP: Use the hardware up and down buttons to cycle through all your portfolios.

TIP: Tap somewhere on the line chart and move the stylus left and right to see the different values at the bottom of the screen.

Portfolio Cash


Click on the portfolio cash icon ( ) on the main screen to access the cash management function of Stock Manager. Enter the cash you have for the selected portfolio. This amount will be added to the current value portfolio statistic.

When a new stock is entered, the purchase value of the stock is deducted from the portfolio cash if there was a cash amount set for that portfolio (i.e.: if the cash for the portfolio was 0 then the purchased amount is not deducted, otherwise it is). When a stock is sold, the proceeds of the sale are added to the portfolio cash.

Stock Alerts


Stock alerts are a great way to let Stock Manager keep track of stock movements for you. You can set any number of alerts for a particular stock based on the stock's price, daily change value, profit or profit %. Profit and profit % alerts even take into account multiple lot purchases of the same stock that you may have in your portfolio.

Alerts for each stock are set in the alert stock window for that stock (see section 4). You can see all alerts defined in Stock Manager by clicking on the alert icon ( ) on the main screen.

Stock Manager checks for active alerts at these 3 times:

  • When starting Stock Manager.

  • After and Internet update.

  • When going into the main alert screen.

When there are active alerts, the alert icon changes to the active alert icon ( ).


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