[ IQ Chart 4.11 ]
[ IQChart ]
[ Member Services ]
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Welcome to IQ Chart/Overview

Installing/ Downloading and Membership for IQ Chart Software

IQ Chart Functions and Features

Top Menu
1. File
2. Chart
3. Indicators
4. Favorites
5. View
6. Utilities
7. Time
8. Help

Top Buttons
9. Forward
10. Zoom in
11. Zoom out
12. Backwards
13. Tracker
14. Scan
15. Quote
16. Market
17. Refresh
18. Favorites Window
19. List
20. Organize
21. Update
22. Chart Window
23. Indicator Window
24. Toolbox

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- Member Services
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- IQ Chart Functions and Features

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:

1) File

1. New

A.
Window

Users can open up multiple chart windows.

B.
Quote

The quote function gives 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 is 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, 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. Only 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.

C.
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.

D.
 Stock Scan

E.
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.

F.
Option Calculator

If you would like information on how option prices are calculated, please visit www.e-analytics.com/optaaa.htm for a full explanation.

2. Open - By clicking on this option, a small window opens up that allows users to enter a new ticker symbol or use the ticker search function in IQ Charts. To use this function just enter the company symbol that your interested in either viewing or searching for.

3. Refresh - Clicking this option will reload the charting window.

4. 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:

  • Yymmdd
  • Open
  • High
  • Low
  • Close
  • Volume

5. Set Proxy -

Firewall and Proxy Settings
Firewalls and proxy servers are the most common cause of IQ Chart connection problems, but IQ Chart can be configured to get through most firewalls and proxies without too much trouble. If you are connecting to the Internet through work or school, a firewall or proxy is almost certainly the cause of your connection problem. If you are connecting to the Internet from your home, it is possible that your ISP (Internet Service Provider) uses a firewall or proxy server. In any of these cases, here's what to try:

  1. Click Setup button on the login window of IQ Chart.
  2. Type in the proxy host name and port number. If you are not sure about this, you can either ask your system administrator or go to your web browser and check out the proxy settings.
  3. If you need to type in proxy username and password to connect to the proxy server, check Proxy requires username and password checkbox. Input your proxy username and password. Make sure that you do not type in IQ Chart's username and password.
  4. Close this window and try to user IQ Chart again.

One way to determine what the correct proxy settings are is to check the settings on your web browser:

Netscape Navigator/Communicator 4.x

  1. Pull down the Edit menu, the click on Preferences.
  2. A new window called Preferences will appear.
  3. Double-click on Advanced, then select Proxies.
  4. If manual proxy configuration is checked, click on the view button to see your proxy information. Be sure you do not change any of it!
  5. Write down all of the proxy information before clicking on the Cancel button.
  6. Go back to the Setup in IQ Chart and type in the proxy information.

Microsoft Internet Explorer 4.x

  1. Pull down the View menu, then click on Internet Options.
  2. A new window titled Internet Options will appear.
  3. Click on the Connection tab.
  4. Find the section called Proxy server.
  5. If there is a check in the box next to Access the Internet using a proxy server, write down the address and port number of your proxy server, then click on the Cancel button.
  6. Go back to the Setup in IQ Chart and type in the proxy information.

If you try all of this and the IQ Chart still cannot log in, and you are connecting to the Internet through work or school, contact your network administrator to make sure that your firewall and proxy settings are correct. If you are connecting to the Internet from your home, call your ISP to find out if they use a firewall or proxy server.

6. Print - Selecting this option will open a Print Window - You can use the pre-set information or customize the settings to your liking. Once the setting are correct for your purposes, click "OK" and you should be able to get a print out of the chart your currently viewing.

7. Work Offline/Online - This function allows users to retrieve information either online from IQ Charts servers or retrieve information through a customer's harddrive or cache file.

8. Exit - This function closes the IQ Charts Software Program.

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© 2004 IQ Partners, LLC, IQ Chart, the IQ Chart logo and related marks are trademarks of IQ Partners, LLC. All rights reserved. All other trademarks are the property of their respective owners.