Top Menu: The "Top Menu" gives users easy access to opening multiple chart windows, quotes, portfolio tracker, scan functions, favorites and much more. Take a moment to review the different features in the Top Menu. The following describes all the features under the File menu.

"File" >> "New" >> "Window"

You can use this to open up multiple chart Windows.

"File" >> "New" >> "Quote"

The quote function provides a detailed quotation and allows you to search for ticker symbols using a word or phrase. Clicking on the Quote button (or choosing the "Quote" option in the "File" Menu) creates a new window, giving a detailed quotation for the company or index displayed in the chart window. Both price/volume and fundamental information are provided.

Price/Volume:
Last, Change, Time, Volume, High, Low, Prev. Close, Open, Bid, Ask, Bid size, and Ask size.

Fundamental:
Year High, Year Low, EPS, P/E, Dividend, Shares Outstanding, and Market Capitalization.

To get a quote for another symbol, enter the symbol in the text box at the top of the quote window and either hit "Enter" on the keyboard or click "Submit" at the bottom of the window.

To search for a company or index's ticker symbol, click on "Ticker Search" at the bottom of the window. Enter a word or phrase into the resulting window and "Enter" on the keyboard or click "Search". The results will be listed alphabetically by ticker symbol. The first 30 results will be displayed. Click on any of the results to change the chart displayed in the chart window. To close the Ticker Search or Quote windows, click on the "Close" button.

"File" >> "New" >> "Tracker"

The tracker is designed for creating and managing portfolios. You may create up to six portfolios with 25 stocks each. All portfolios update automatically during the trading day, every minute for real-time subscribers and every five minutes for delayed subscribers.

Each portfolio is in a spreadsheet format and includes the ticker symbol, last trading price, net change, net change percent, current (or most recent) trading volume, stock value, profit/lost today, profit/lost, number of shares, basis, total volume, and total Profit/Lose today.

Net changes and P/L today totals are blue if positive and red if negative. Black denotes no change. The bottom row calculates the total value of the portfolio. It includes the total value of the portfolio, net change for the day and net change for the life of the portfolio.

To add a portfolio: Click on the "Portfolio" Menu and select "Add". Name the portfolio at the top of the window. Once you are finished entering the fields, click "OK" to save the portfolio. (NOTE: Closing the folder by clicking on the "X" in the top-right corner of the window will not save the portfolio.) When a new portfolio is created, a tab toward the top of the window will indicate that the portfolio is available. You may view a particular portfolio by clicking on the designated tab.

To add a stock to portfolio: Highlight the box to the far right hand side of the Portfolio (the box just to the left of the numbered row); you can do this by click on the box or any other box in that horizontal row, enter the symbol, and click enter on your keyboard.

To add/edit alerts: By double clicking on a stock symbol, an editing window will appear. Here you can add your entry to set. High and/or Low alerts. High and Low Alerts may be selected for each symbol. If a high alert is reached during the trade day, the number to the left of the stock symbol will be highlighted in blue. If a low alert is reached during the trade day, the number to the right of the stock symbol will be highlighted in red. (NOTE: The tracker window must be open for the alerts to be activated.) To edit stock information: By double clicking on a stock symbol, an editing will appear. Here you can edit Basis, Number of share, and High/Low alerts.

To delete portfolios: Click on the Portfolio menu, and select "Delete ". A window will pop up asking if you would like to delete the portfolio you have highlighted. Click "Yes" to delete the portfolio. Click "No" to avoid deleting the portfolio.

To activate alerts: Click on the File menu, and select "Preferences". A window will appear with the option to turn on or off the alerts.

To sort columns by: At the top of the portfolio-spread sheet, each column is titled (Symbol, Last, Net, etc.). By clicking on any of these titles, will allow a user to sort alphabetically, highest to lowest or vise-verse depending on the preference of the user.

"File" >> "New" >> "Stock Scan"

Stock Scan

"File" >> "New" >> "Market"

The markets button gives a variety of information pertaining to the markets as a whole. All of the information in Markets is updated with end-of-day data at approximately 3 p.m. EST. There are five folders, or tabs, across the top of the Markets window: Index, Momentum, Money Flow, New Highs/Lows and Unusual Volume. Click "OK" or the "X" in the upper-right hand corner to close the Markets window.

A.

Index -- The index folder presents a five-month line chart of the Dow Jones Industrial Average along with current quotes from the DJIA, Nasdaq, and S&P 500. Below that are five sets of data. In each case, the results are displayed as the most recent end-of-day data, an average of the last week's results (Week Average) and an average of the last month's results (Month Average).

Advance/Decline Ratio (%): This result is calculated by taking the number of publicly traded stocks that increased in price, and dividing it by the number of stocks that declined in value. If the number of stocks that went up was 3,000 and the number that declined was 2,000, the Advance/Decline Ratio would be 1.5. Conversely, if the number of stocks that increased in value was 2,000 and the number that declined was 3,000, then the Advance/Decline Ration would be 0.66. Stocks for which the price was unchanged are not included in the calculation.

IQC Zone Green/Red Ratio: This result is calculated by taking the number of stocks for which IQC Zone is "Green" and dividing it by the number of stocks where IQC Zone is "Red". IQC Zone is a proprietary indicator developed by the IQC Corporation. Stocks for which IQC Zone does not have a green/red color are not included in the calculations.

One-Year New Highs: This is the number of stocks that closed at or above their 52-week high (based on closing prices).

One-Year New Lows: This is the number of stocks that closed at or above their 52-week low (based on closing prices).

50-Day Moving Average Above 200-Day Moving Average vs. below: This result is calculated by taking the number of stocks for which the value of 50-day Moving Average is above that of the 200-Day Moving Average, and dividing it by the number of stocks for which the 50-day MA is below the 200-Day MA.

B. Momentum -- This folder provides a list of stocks with the highest increase in value over three periods: 5 days, 10 days, and 25 days. This is calculated by dividing the most recent closing price by the closing price at the beginning of the period. The top 10 results are given in each category. All prices and net change data given are from the date posted at the top of the folder. Double-clicking on any of the stocks will display the chart in the main window of IQ Chart.

C. Money Flow -- This folder provides a list of stocks with highest or lowest values of money flow during the most recent day of trading. All prices and net change data given are from the date posted at the top of the folder. Double-clicking on any of the stocks will display the chart in the main window of IQ Chart.

D. New H/L -- This folder ranks the top 10 stocks with 52-week highs and top 10 stocks with 52-week lows by the number of shares transacted (volume). The total number of new highs/lows for the day can be found in the Index folder. Double-clicking on any of the stocks will display the chart in the main window of IQ Chart.

E. Volume -- This folder looks at stocks with high volume over the past five days or 15 days compared with the average volume over the past three months. The top 10 stocks in each category are listed. Double-clicking on any of the stocks will display the chart in the main window of IQ Chart.

"File" >> "New" >> "Option Calculator"

Calculates the value of an Option.

"File" >> "Open"

Opens a Window for quickly entering symbols to chart or performing ticker searches.

"File" >> "Refresh"

Refreshes market data and the chart to the latest tick.

"File" >> "Export Data"

The price and volume information for chart displays may be exported to a text file. To export data, click on the File Menu and select "Export Data." Name the file, and save it to the desired directory. The format is as follows:

• Date: YYMMDD format
• Open
• High
• Low
• Close
• Volume

"File" >> "Set Proxy"

Firewalls and proxy servers are the most common cause of IQ Chart connection problems. Find complete information in the Firewalls and Proxy Servers section of our FAQ. If you are not having a connection problems there is no need to use this feature.

"File" >> "Print"

Use this feature to Print charts and other IQ Chart objects, such as Portfolios.

"File" >> "Work Offline"

Allows you to work with charts you have viewed while on-line without a connection to the internet.

"File" >> "Exit"

Closes the IQ Chart Software Program.