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Internet Update


There are 2 ways to update your stocks with data from the Internet:

ActiveSync: Every time you press the Sync button in the ActiveSync window, your stocks are updated. For this you must install the Stock Manager ActiveSync provider by running the StockManagerInstall.exe program that is included in the zip file you can download from the TinyStocks web site. If you are behind a firewall (like when on a corporate LAN) then you should enter your proxy settings in the the Stock Manager provider. See section 10 on how to do this.

If you want Stock Manager to automatically update your stocks through your ActiveSync connection, see section 10.

Directly from your Pocket PC with a modem, wireless modem, mobile phone (must be a mobile phone with a built-in data modem - consult your manufacturer), GPRS, network card, wireless network card, etc. Your Pocket PC must already be properly configured to connect to the Internet in order to do this.

Open the Tools menu, select Preferences and then Network. If using a regular modem, a mobile phone or GPRS, click on the option Use Modem and select your Connection profile. If using a wireless modem (e.g.: OmniSky) or a LAN card, UNCHECK Use Modem.

If you want Stock Manager to automatically update your stocks through your direct connection, go to ToolsPreferences > Network and check the Automatic Update checkbox.

From now on, every time that you wish to update your stocks, select Update Stocks from the Tools menu and Stock Manager will connect to the server and downloads the latest stock prices.

After an Internet update, either via ActiveSync or directly from the Pocket PC, click on the big earth icon on the main screen ( ) to display your latest profit statistics. The information displayed is for the current portfolio and is as follows:

  • Date and time of the last Internet update.

  • Profit: This value indicates by how much the current portfolio profit has changed since the last Internet update.

  • Profit change %: The profit percent change of the current portfolio since the last Internet update.

  • Change today: This value is calculated by adding all the stock change values multiplied by the number of shares owned in a particular stock. This is a good indicator to see portfolio activity on a daily basis and not since the last Internet update.

  • Change %: The day's change with respect to the portfolio's current value

TIP: Click on the currency icon in the lower right corner of the window to toggle the display of the amounts between portfolio currency and global currency.

ActiveSync Provider


The Stock Manager ActiveSync provider is software that resides on your PC and gets called by ActiveSync when you synchronize your Pocket PC device. It is responsible for updating your portfolio with the latest prices from the Internet and for importing and exporting data into/from Stock Manager.

ActiveSync provides several synchronization options, which can be set by clicking on the Options button in the ActiveSync window and selecting the tab Sync Mode. We recommend that you set the synchronization to Manually. With this option set, your stock portfolio will be synchronized whenever you press the Sync button in the ActiveSync window.

The Stock Manager provider can be disabled and enabled by clicking on the Options button in the ActiveSync window

To display the Stock Manager provider preferences: open the ActiveSync window and double-click on the Stock Manager icon.

The following options can be configured:

Main

  • Enable Synchronization: Enables or disables the Stock Manager ActiveSync provider.

  • Ask if update: When this option is turned on, the Stock Manager provider will display a dialog box during each ActiveSync synchronization operation asking if your Pocket PC portfolio should be updated with the latest values from the Internet.

  • View Log: Displays the log of the latest Internet update. This is useful for resolving synchronization problems. You should send this log to TinyStocks with any support requests.

Sync

  • When press 'Sync': Stock Manager will only synchronize your portfolio when you press the 'Sync' button in the ActiveSync window.

  • Every: If you have set ActiveSync to synchronize continuously (click on the 'Options' button in the ActiveSync window and go to the 'Sync Mode' tab) then Stock Manager will synchronize your portfolio at every interval specified. This is a great feature if during work hours your Pocket PC device is in it's craddle and turned on. You can then get "streaming" quotes onto your Pocket PC! (see the disclaimer, all data is AT LEAST 15-20 minutes delayed).

Network

  • Use Proxy: If your computer is behind a firewall you should turn on this option and set your proxy Host and Port. If your proxy requires a username and password, turn on Proxy Authentication as well. The best way to find out what your proxy host and port are is to ask your network administrator. Note that the proxy host should be entered as proxy.mycompany.com and not as http://proxy.mycompany.com.

Connect

If you connect to the Internet via modem then the Stock Manager provider can automatically dial and hang up your Internet connection. For this you will have to have saved your ISP password in your dialup profile. Consult the Windows documentation.

Export

The Stock Manager conduit can export your Pocket PC portfolio to a CSV file that can be directly imported in any popular desktop spreadsheet program. To export your portfolio, select the desired export frequency from the Export data as CSV popup. The data will be exported to a file called StockManager.csv located where you installed the ActiveSync software. For example: C:\Program Files\Microsoft ActiveSync\Stock Manager\StockManager.csv.

Import

Stock Data

Data can also be imported into Stock Manager. To import data, create a text file that contains one line per stock with all the proper values separated by commas according to the following format:

    Name,Symbol,Portfolio,Buy Date,Num Shares,Buy Rate,Buy Fee,Sell Date,Sell Rate,Sell Fee

Not all fields are required and default values will be used for fields that are left empty. Dates MUST be in one of the following formats:

    MM/DD/YYYY
    DD.MM.YYYY
    YYYYMMDD

Example 1:

    Adobe,ADBE
    Microsoft,MSFT
    AOL,AOL
    Cisco,CSCO,NASDAQ,01/31/2000,10,100.0,19.95

This will add the first 3 stocks as watched (because no buy date was specified) to the "Unfiled" portfolio (no portfolio was specified). The last stock will be added to the NASDAQ portfolio as an active stock with a purchase date of January 31st 2000, a buy price of $100, 10 shares and a buy fee of $19.95.

Chart Data

To import historical stock data, enable this option, select a starting date and enter the stock symbols that should be updated or click on All stocks to download chart data for all your currently active stocks in Stock Manager.

NOTE: ONLY CHART DATA AVAILABLE ON THE YAHOO HISTORICAL SITE CAN BE UPDATED AT THIS TIME - at the moment this seems to be US, Canadian, Australian and some European stocks. If data for some of your stocks is not downloaded it means that this stock exchange is not currently supported. We make NO WARRANTIES to the current or future availability of historical chart data for a particular stock exchange.

Backup

The Stock Manager provider can be set to automatically backup your data at each ActiveSync operation. This is handy should you delete some data by mistake, crash your PDA or just update to the latest Pocket PC version. To restore your data, check the restore checkbox and synchronize your device.

Miscellaneous


Menus

The Stock Manager menus contain a lot of extra functionality that would be difficult to offer from the main screen.

Stocks Menu

  • New Stock: Creates a new stock, same thing as tapping on the New button on the main screen.

  • Delete Stock: Deletes the currently selected stock.

  • Delete All Stocks: Deletes all stocks in Stock Manager.

  • Sell Stock: Sells the currently selected stock.

  • Split Stock: Splits the current stock and its chart data. To split a stock: Manually edit the stock that has to be splitted by clicking and holding on the desired stock until a menu appears, then select Edit Current Price and enter the price of the stock at the split date. Then select Split Stock from the Tools menu, enter the split date and the split ratio and tap on OK. Exact split prices and dates can be found on the Yahoo historical data page.

  • Sort Stocks: Your stock portfolio can be sorted according to many different criteria.


Tools Menu

  • Update Stocks: Performs a direct Internet stock update. See section 9 on the difference between a direct Internet stock update and a ActiveSync Internet update.

  • View Network Log: Displays detailed information regarding the last direct Internet stock update.

  • Portfolios: Opens the portfolio management window. Edit create and delete portfolios from this window.

  • Currencies: Opens the Stock Manager currency manager.

  • Preferences: Displays the Stock Manager preferences.

  • Register: When you purchase the program, you will receive a registration code that has to be entered in this window.



Preferences

  • Enable Password Protection: Stock Manager can be protected with a 4-digit PIN number. If you enable this feature, make sure that you remember your PIN number or you will not be able to launch Stock Manager.

  • Auto Sort: When this feature is enabled, every time a new stock is added your portfolio is resorted in order to put the new stock in it's correct position. To set your sorting preferences, do a normal sort and these settings will be used during an auto sort.

  • Dividend is Multiplied by Price: In certain countries (such as Taiwan) the dividend is multiplied by the current rate. This option turns on this feature.

  • Use Stock Name in Charts: If this option is selected, the name of a stock will be used to identify this stock in the portfolio charts. If this option is not selected then the symbol of the stock is used instead.

  • Map Arrow Keys in Program: If this option is selected, your Pocket PC's hardware scroll buttons perform special functions in Stock Manager. Read the documentation to find out where this is useful (such as the stock windows).

  • Arrows show change today: determines whether the arrows on the main screen show the change during the current trading day (option selected) or the change since the last Internet update.

  • Integrate into Today Screen: If you do not wish to use the Stock Manager Topday plugin, uncheck this option, close Stock Manager and do a soft-reset of your Pocket PC device. This will remove all traces of the Stock Manager Today plugin. To enable the Today feature again, check this option, close Stock Manager and soft-reset your device.

Network Settings

The network settings apply only to the direct Internet stock update method. See section 9 on the difference between a direct Internet stock update and a HotSync Internet stock update.

  • Use Proxy: Uses the specified proxy to get onto the Internet.

  • Use Modem: If you connect your Pocket PC to the Internet with a regular modem or mobile phone, the select this option and select your connection profile. If using a wireless modem such as the one from OmniSky, then unselect this option.

  • Connection: Which RAS connection Stock Manager should dial to connect to the Internet.

  • Close connection after update: Closes the connection after an update.


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