User Manual for ChartNexus Financial Charting Software

User Manual
Version 3.0.6
Prepared by
FiNEX Solutions
Visit website: http://www.chartnexus.com
January 14, 2010

i
Copyright c 2004-2010 FiNEX Solutions
All rights reserved. No part of this document may be reproduced in any form or by any
electronic or mechanical mean, including information storage and retrieval systems,
without permission in writing from FiNEX Solutions Pte. Ltd (“FiNEX Solutions”).
Limitations of Liability/Disclaimer of Warranty
FiNEX Solutions makes no representation or warranty including, but not limited to the
accuracy or completeness of the contents of this document and specifically disclaim
all warranties, including without limitation warranty of fitness for a particular purpose.
No warranty may be created or extended by sales or promotional materials.
This document is provided with the understanding that it is for personal educational
reference, to assist you in better understanding of the ChartNexus software system. If
you require professional assistance or investment advice, you are strongly advised to
engage the services of a competent financial adviser.
FiNEX Solutions shall not be held liable for damages arising here from. The fact that
an organization or a website is referred to in this document as a citation and/or a poten-
tial source for further information does not mean that FiNEX Solutions endorses the
information or recommendations made by the organization or the website. Further, you
should be aware that the Internet websites listed in this document may have changed or
disappeared between when this document was written and when you read it.
For general information and updates on our products and services, please visit our web
site at http://www.chartnexus.com.
Trademarks
ChartNexus is a registered trademark; XPertTrader, XPertTrader TestDrive, XPert-
Trader Indicators, XPertTrader Candlesticks, ChartMaker, IndexCreator are trademarks
of FiNEX Solutions and may not be used without written permission. All other trade-
marks are the property of their respective owners.
About FiNEX Solutions
FiNEX Solutions is the developer of ChartNexus financial charting software. Estab-
lished since 2004 and based in Singapore, FiNEX Solutions has been pushing the fron-
tier of financial charting including the introduction of on-demand add-on modules. The
add-ons extend the capability of ChartNexus to include historical data, backtesting,
screening, pattern recognition and more. Besides specializing in application develop-
ment, FiNEX Solutions provides a complete range of products and services including
data services, web-based charting solutions, consultancy on integration of financial
charting systems, education and training and other solutions.
For more information, please contact support@chartnexus.com.

Preface
Born in July 2004, ChartNexus was conceived much earlier before we formed our
company FiNEX Solutions. It was then in February 2005 that we started distributing
version 1.0 free-of-charge for personal use to everyone.
Since then, ChartNexus has grown to include many functionalities and improved us-
ability. This is in part credited to the continuous contributions by many of the early
adopters who emailed us with their suggestions and feedback. We thank you !
As we continue our sculpting of ChartNexus, we felt it was critical to explain to you
about the features and functionalities so that you can get the best out of ChartNexus.
In addition to this manual, we have setup some learning resources at our website http:
//www.chartnexus.com/learning/.
If you discover any error in this document or any of the resources, kindly drop us a
mail about it support@chartnexus.com, it will certainly beneﬁt others.
We hope that you ﬁnd all these services and resources useful in helping you to become
a better chartist, trader or investor.
If you have any ideas, comments or feedback on how we can improve our products and
services, we love to hear from you ! Talk to us at support@chartnexus.com.
Happy Charting !
Always Our Best,
ChartNexus Team
ii

Table of Contents
1 About ChartNexus 2
1.1 What Is ChartNexus ? . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.2 Why Use ChartNexus ? . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.3 Develop Your Winning Strategy . . . . . . . . . . . . . . . . . . . . 5
2 Getting Started 8
2.1 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.2 Sign Up Free Account . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.3 Installing ChartNexus . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.4 Starting ChartNexus . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.5 Upgrading ChartNexus . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.6 Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3 Introduction 13
3.1 Splash Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3.2 Working Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3.3 Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.4 Tool Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.5 Drawing Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.6 Listings & Watchlists . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.7 Chart Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.8 News Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
4 Managing Windows 18
iii

TABLE OF CONTENTS iv
4.1 Open Or Close Window . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.2 Adjust Window Size . . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.3 Full-size Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.4 Move Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.5 Minimize Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.6 Show/Hide Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.7 Always-on-top Window . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.8 Arrange Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5 Working With Data 23
5.1 Information On Data . . . . . . . . . . . . . . . . . . . . . . . . . . 23
5.1.1 Market data available . . . . . . . . . . . . . . . . . . . . . . 23
5.1.2 Data adjustments . . . . . . . . . . . . . . . . . . . . . . . . 24
5.1.3 Data adjustment events . . . . . . . . . . . . . . . . . . . . . 25
5.1.4 Data Adjustment Settings(On/Off) . . . . . . . . . . . . . . . 26
5.2 Login To Data Server . . . . . . . . . . . . . . . . . . . . . . . . . . 26
5.3 Downloading or Updating Data . . . . . . . . . . . . . . . . . . . . . 27
5.4 Forcing Data Download . . . . . . . . . . . . . . . . . . . . . . . . . 28
5.5 Using From Office Or Behind Firewall . . . . . . . . . . . . . . . . . 29
5.6 (Re-)Installing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
5.7 Fixing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
5.8 Changing Data Downloading Settings . . . . . . . . . . . . . . . . . 32
6 Working With Charts 34
6.1 Opening and Closing Stock Chart . . . . . . . . . . . . . . . . . . . 35
6.1.1 Open chart . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
6.1.2 Close chart . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6.2 Tiling Chart Windows . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6.3 Price and Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6.4 Viewing in Different Time Frame . . . . . . . . . . . . . . . . . . . . 37
6.5 Viewing in Different Chart Types . . . . . . . . . . . . . . . . . . . . 38
6.6 Adding Comments and Drawing onto Charts . . . . . . . . . . . . . . 39

TABLE OF CONTENTS v
6.7 Fibonacci Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.8 Drawing Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
6.9 Repositioning Chart Item . . . . . . . . . . . . . . . . . . . . . . . . 41
6.10 Removing Chart Item . . . . . . . . . . . . . . . . . . . . . . . . . . 41
6.11 Redoing and Undoing . . . . . . . . . . . . . . . . . . . . . . . . . . 42
6.12 Zooming Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
6.13 Scrolling Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
6.14 Navigating Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
6.14.1 Navigate forward or backward . . . . . . . . . . . . . . . . . 44
6.14.2 Use scroll to navigate . . . . . . . . . . . . . . . . . . . . . . 44
6.14.3 Enlarge or shrink viewing period . . . . . . . . . . . . . . . . 45
6.15 Resizing Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
6.16 Changing Color Settings . . . . . . . . . . . . . . . . . . . . . . . . 46
6.16.1 Changing indicators colors . . . . . . . . . . . . . . . . . . . 46
6.16.2 Change item color . . . . . . . . . . . . . . . . . . . . . . . 48
6.16.3 Change chart color . . . . . . . . . . . . . . . . . . . . . . . 50
6.17 Capturing and Printing Chart . . . . . . . . . . . . . . . . . . . . . . 52
6.18 Performance Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
7 Technical Indicators 55
7.1 Applying Indicators with Indicator Templates . . . . . . . . . . . . . 56
7.2 Changing Indicator Parameter Setting . . . . . . . . . . . . . . . . . 57
7.3 Removing A Customized Indicator . . . . . . . . . . . . . . . . . . . 58
7.4 Changing Colors Indicators . . . . . . . . . . . . . . . . . . . . . . . 58
8 Supplemental Tools 59
8.1 Search Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
8.2 Watch List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
8.2.1 Creating new watch list . . . . . . . . . . . . . . . . . . . . . 61
8.2.2 Removing watch list . . . . . . . . . . . . . . . . . . . . . . 61
8.2.3 Adding stocks to watch list . . . . . . . . . . . . . . . . . . . 61
8.2.4 Removing stocks from watch list . . . . . . . . . . . . . . . . 62

TABLE OF CONTENTS vi
8.3 Brokerage Fee Profile . . . . . . . . . . . . . . . . . . . . . . . . . . 62
8.4 Spread Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
8.4.1 Editing brokerage fee . . . . . . . . . . . . . . . . . . . . . . 64
8.4.2 Selling a stock . . . . . . . . . . . . . . . . . . . . . . . . . 64
8.4.3 Buying a stock . . . . . . . . . . . . . . . . . . . . . . . . . 64
8.5 Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
8.5.1 Adding, editing & removing notes . . . . . . . . . . . . . . . 66
8.5.2 Retrieving notes all-at-once . . . . . . . . . . . . . . . . . . 66
8.6 Managing Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
8.6.1 Managing portfolios . . . . . . . . . . . . . . . . . . . . . . 67
8.6.2 Managing holdings . . . . . . . . . . . . . . . . . . . . . . . 67
8.6.3 Managing transactions . . . . . . . . . . . . . . . . . . . . . 68
8.7 Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
8.7.1 Opening workspace file . . . . . . . . . . . . . . . . . . . . . 69
8.7.2 Saving as workspace file . . . . . . . . . . . . . . . . . . . . 69
8.7.3 Renaming a workspace file . . . . . . . . . . . . . . . . . . . 69
8.7.4 Removing selected workspace file . . . . . . . . . . . . . . . 69
8.7.5 Searching or filtering workspace file . . . . . . . . . . . . . . 70
8.8 Custom Indices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
8.9 Reporting Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
8.10 ChartNexus News & Announcements . . . . . . . . . . . . . . . . . 72
9 Add-ons 73
9.1 What Are Add-ons ? . . . . . . . . . . . . . . . . . . . . . . . . . . 73
9.2 Benefits of Using Add-ons . . . . . . . . . . . . . . . . . . . . . . . 73
9.3 Add-ons Available . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
9.4 How To Subscribe ? . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
10 Frequently Asked Questions (FAQs) 75
10.1 For Newcomer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
10.2 Login And Password . . . . . . . . . . . . . . . . . . . . . . . . . . 76
10.3 Setup Or Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 76

TABLE OF CONTENTS vii
10.4 Connecting To Server . . . . . . . . . . . . . . . . . . . . . . . . . 77
10.5 Data Issue (download/update/adjustment) . . . . . . . . . . . . . . . 77
10.6 Reporting Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
A Keyboard Shortcuts 81
B Glossary 83
C Graphical User Interface (GUI) Glossary 99

Release Notes
ChartNexus Version 3.0.6 contains the following changes:
• New: More market data added from other countries, e.g. China, Philippines,
Thailand, Vietnam and Taiwan.
• New: Price adjustments can now be turned on/off.
• New: Added Risk-Reward Ratio calculator.
• New: Support 3 selections of languages, i.e. English, Simplified Chinese and
Traditional Chinese.
• New: ChartNexus V3 is launched with JNLP, supporting directly execution of
ChartNexus program from other OS, e.g. Mac OS X, Linux, etc.
• Update: Change of bid size for KLSE (Bursa) market.
• Enhancement: Change default working folder as ”ChartNexus” rather than ”.Chart-
Nexus” for higher compatibility in some operating systems.
• Fix: Corrected chart display for users in other timezone, e.g. GMT-8 (US) or
any other regions.
• Fix: User login process was wrongly reporting about firewall being turned on.
Happy Charting !
Always Our Best,
ChartNexus Team
1

Chapter 1
About ChartNexus
“A picture speaks a thousand words”, a well-known adage that speaks the virtue of
picture and the wealth of information that it contains and conveys.
In the interesting world of equity market where the law of supply and demand dictates
the direction of an equity instrument (e.g. stock) and the market where the buyer and
seller often wrestle with each other on the price of the equity. And then there are cases
when both parties decide to stay on the sideline due to lack of interest or fresh leads.
In any case, when we plot the chart based on the opening and closing price and the
volume transacted, it became clear that we can visualize and observe the action going
on, of course as to what is really going on, that is still open for interpretation.
This has lead to the adoption of Technical Analysis (TA) which includes charting, var-
ious forms of simple and highly sophisticated technical indicators, Japanese candle-
sticks among investors and traders, fund managers around the world in their short-term,
mid-term or long-term investment decision-making. They use TA to better understand
market behavior (or rather the collective human behavior) to uncover opportunity or
shun potential losses.
Another reason why TA has been gaining popularity, is because we human are emo-
tional creatures and can be easily aﬀected emotionally. Emotions such as fear or greed
often make us susceptible to irrational exuberance or even excessive gloom. By em-
ploying TA and having them implemented in computer programs, we can automate and
eliminate the emotion out of the decision making.
Quoting from the famous John Murphy (Philosophy of Technical Analysis), TA is
based on the following three premises:
• Market actions discount everything.
• Prices move in trends.
• History repeats itself.
Hence, we believe that equipping you with the prowess of technical analysis at your
ﬁngertips, you can chart your way to success!
2

1.1. What Is ChartNexus ? 3
1.1 What Is ChartNexus ?
ChartNexus is a stand-alone, ﬁnancial charting software used for analysing the be-
haviour of the stock market. It allows you to chart the trend of stocks based on stock
price action. Using Technical Analysis as the underlying basis for the charting tool,
you can then make better prediction of the targeted price for buying or selling stocks.
Designed for investors, traders who want to use functionalities with ease, ChartNexus
provides you with a set of indicators and annotation features. With its user-friendly
graphical user interface and easy navigation, you can chart stocks that you’re interested
in diﬀerent chart types, set up your own parameters for the indicators instead of using
the default settings and many other features.
Figure 1.1: ChartNexus charting window.
1.2 Why Use ChartNexus ?
These are just some we could think of, you probably can come up with more once you
started using it:
• User-friendly
We are crazy about usability and aesthetics. If a feature is too hard to use, we
will change it, re-code it, re-layout, whatever it takes to make it work. Having a
practical, intuitive and easy-to-use tool is all that matter.

1.2. Why Use ChartNexus ? 4
• Power to customize
ChartNexus comes with a set of customizable and commonly used technical in-
dicators (i.e. MACD, Stochastic), trend-lines drawing capabilities (i.e. arrow
lines, Fibonacci lines). You can customize the parameters for all the indicators
included.
• Drawing toolbox
Drawing toolbox provides you with a set of tools for annotating, drawing lines,
shapes and adding text on to the displayed chart.
Figure 1.2: Drawing toolbox for you to annotate and draw lines or shapes on your
chart.
• Data automatically downloaded
Daily EOD is automatically downloaded to your computer when you connect to
our server. You don’t even need to bother about getting the data, formating and
then organizing it.
• Online or offline mode
With ChartNexus, you can use it in online or offline mode. In fact, except for the
case when you need to get the latest data or updates, there is almost no need for
you to stay online. You don’t have to worry about server not available anymore.
With ChartNexus installed on your computer, you can chart anytime, anywhere
as you please.
• Latest updates and fixes automatically detected
To ensure that you are always using the latest version and with all the bugs fixed,
ChartNexus will automatically check for updates when you connect to server and
prompt you to install when there is updates or fixes available. Upgrading have
never been so easy.
• Customise and share your work
Using the (Capture Chart) option, you can export your charts in any sizes that
you want and share your analysis work with your friends, family members or
fellow investors on the web. You can change the color scheme of the chart too
(background, title, borders etc.) !
• Save your work
With ChartNexus, you can save your analysis on charts (Workspace) and create
your own investment notes (Notes) in ChartNexus for future references.

1.3. Develop Your Winning Strategy 5
Figure 1.3: Workspace panel to allow saving of chart state.
• Watchlist and portfolio management
You can create your own watchlists to keep track of the stocks that you are mon-
itoring. You can also create the brokerage fee proﬁles. With our portfolio man-
ager, you can manage your portfolio.
• Developers are users
Why is this important ? Well, this makes us think and develop ChartNexus to
ensure it’s usable. If you face problems or inconvenience, we will encounter the
same too so you can assured that we will resolve or improve it.
• Save time and money
Time is priceless. No money can ever reverse back your time lost. Choosing
the right software that works for you is important ! We are dedicated to make
ChartNexus the right software just for you.
• We are always listening
We love sharing and we want you to share with us too. In fact, we are always
keen to get your feedback and criticism. We will incorporate your feedback after
our rounds of deliberation. This is how we ensure ChartNexus gets better !
1.3 Develop Your Winning Strategy
Whether you are fairly new or already seasoned to Technical Analysis, the best way to
improve your skill is to put all the theories you learned into practice.
So, how do you go about in developing your winning formula in the stock market? In
ChartNexus, besides the base system that we provide with the essential tools, we also
oﬀer a collection of advanced, value-added tools on monthly subscription basis which
we called Add-ons. These Add-ons include ChartNexus XPertTrader, historical data
and with more coming.

Figure 1.4: Portfolio management.
In ChartNexus XPertTrader, there are Rules Composer, Stock Screener and Backtester
which allow you to screen and test by candlesticks patterns, technical indicators or
general rules.
First, you can compose your own rules from a set of technical indicators or candlesticks
patterns using Rules Composer. Then put your composed rules to test by using the
Backtester to run your buy/sell strategies over the historical market. You will then be
able to determine the results of your trading rules and reﬁne them until you obtain
satisfactory results. With the tested rule, you can then apply it to Stock Screener to
screen for potential stocks.

Figure 1.5: ChartNexus XPertTrader - create rules, backtest and screen .
We organize regular walk-in-workshop or seminars to explain and demo ChartNexus
and its features especially on ChartNexus XPertTrader. If you are unsure of how to
apply the technical indicators or any rules eﬀectively, you are welcome to attend any
of the workshops and seminars to horn your skills. We believe that with a little help
from us, you will be able to develop your own winning strategies, take charge of your
ﬁnancial future and not depending solely on others’ predictions or hearsay.
For more information on Add-ons, please visit
http://www.chartnexus.com/products/addons.php.
For more information on Events & Workshops, please visit
http://www.chartnexus.com/events.

Chapter 2
Getting Started
In this chapter, we will guide you on how to quickly set up ChartNexus. We tried our
best to simplify and the installation as easy as possible. However, should you have any
further questions or any problems during the installation process, check out the various
resources listed under Section 2.6.
2.1 System Requirements
To get ChartNexus up and running as quickly and easy as possible, ensure that your
computer system meets the following requirements:
Java Runtime
Environment (JRE) /
Java Development Kit
(JDK)
JRE or JDK 1.5 or higher version. If you are not sure
whether your computer has this, simply download our
bundled installation kit from our web site.
Speed of Processor Pentium 1GHz or equivalent upwards
Memory (RAM) At least 512 megabytes (MB) RAM
Display Resolution Super VGA (1024 x 800) or higher
Hard Disk Space At least 500MB
Peripherals Mouse and keyboard
Internet Connectivity
Used for downloading stock data. The connection can be
broadband/dial-up
Table 2.1: System requirements.
8

2.2. Sign Up Free Account 9
2.2 Sign Up Free Account
Once you have checked that your computer system fulﬁlled the system requirements
listed in Table 2.1, download and install ChartNexus following these steps:
1. Sign up for an account
Sign up for a free account at http://www.chartnexus.com which will be used
for downloading the daily end-of-day (EOD) stock data to your computer. With
this free account, you will able to enjoy many features from ChartNexus, e.g.
managing your own portfolio, indicator templates and saving charts.
2. Activate your account
After signing up, an email containing the activation link will be sent to your
email account that you have registered with us. Click on the link to activate your
account. You may want to check inside your junk mail folder in case you didn’t
receive the mail.
3. Installing ChartNexus
Go to the our web site http://www.chartnexus.com/products/download.
php, and launch ChartNexus setup to install the software program at your ma-
chine. See more in following section.
2.3 Installing ChartNexus
Go to the ChartNexus web site at http://www.chartnexus.com/products/download.
php, and you should see our download page as shown in Figure 2.1. Click on the down-
load setup button to launch the installer.
Figure 2.1: The Download Page of ChartNexus.

2.3. Installing ChartNexus 10
At the beginning, you will be presented with an installer dialog window starting with a
language selection (Figure 2.2). Select your preferred language and press ’Continue’.
Figure 2.2: Language Selection Dialog at the Beginning of Installation.
Next, you will be prompted a software update window. For the ﬁrst launch, you must
select ’Upgrade Now’ to allow installer to download the ChartNexus software program.
Figure 2.3: Autoupdater will automatically check for the latest updates or ﬁxes and
prompt you to install.

2.4. Starting ChartNexus 11
2.4 Starting ChartNexus
After you have successfully installed ChartNexus, login with the free account that you
have registered on our website.
Once you start ChartNexus, you will be presented with the User Login Window (see
Figure 2.4). Refer to the Chapter : Working With Data under the section Login to Data
Server 5.2 for the steps to update your data to the latest date.
Figure 2.4: User login window.
2.5 Upgrading ChartNexus
Upgrading ChartNexus is a breeze. Upon each launch of ChartNexus, it will check for
any latest updates including latest version, bug ﬁxes and prompt you to install (Fig-
ure 2.3). Your previous settings (including watchlists, portfolios etc.) will be retained.
NOTE: You do not need to register another new account. Please use back your same
account to login once you have upgraded.
2.6 Getting Help
We are always standing by to help you with any problems that you encounter while
using ChartNexus.
1. Online Documentation & Video Clips:
http://www.chartnexus.com/learning contains many learning resources
including articles, video clips, newsletters etc. We highly recommend !
2. Frequently Asked Questions (FAQ):
http://www.chartnexus.com/support contains questions and answers that

2.6. Getting Help 12
are commonly asked by our users.
3. Forum:
You are invited to post your questions and comments on our forum at http:
//www.chartnexus.com/forum where we share with our community of Chart-
Nexus users.
4. Email:
If you are unable to ﬁnd the answer to your problem, please use the form at
http://www.chartnexus.com/support/contactus.php#cform. to contact
us. Guaranteed within 24-hour reply !
5. Walk-in-workshop:
We organize regular walk-in-workshop to explain and demo ChartNexus and its
extra features. Be sure to check out our announcements.
6. Telephone, Fax and Address:
Singapore
Phone : (65)6491 1453 OR 6491 1454
Fax : (65)6534 9928
Business Hour : 9:00am to 6:00pm, GMT+8:00, Monday to Friday
Office Address :
15 Enggor Street,
#10-01,
Realty Centre,
Singapore 079716.
Malaysia
Phone : (60)3 2287 5968
Fax : (60)3 2287 5964
Business Hour : 9:00am to 6:00pm, GMT+8:00, Monday to Friday
Office Address :
Suite A-20-13A,
Level 20, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur, Malaysia.

Chapter 3
Introduction
In this chapter, we will introduce you to the various graphical user interface (GUI)
components and windows in ChartNexus so that you will know how to access and
navigate properly to maximise your usage of the features provided.
3.1 Splash Window
When you ﬁrst run ChartNexus after the setup, you will be presented with a splash
window as shown in Figure 3.1.
The following information is displayed on the Splash Window:
1. The version of ChartNexus that you are using.
2. Name of the company who develops ChartNexus i.e. FiNEX Solutions.
3. ChartNexus tagline.
This splash window can be accessed later by clicking on Help and then About in the
menu.
3.2 Working Windows
Figure 3.2 shows the main windows you will see after the splash window (dis)appears.
13

3.2. Working Windows 14
Figure 3.1: Splash Window. Will auto-hide itself once ChartNexus finished loading the
necessary components.
These are the panels or windows that you will see when you first launch ChartNexus.
They may or may not appear subsequently based on how you have configured as Chart-
Nexus will remember your preference.
1. Menu Bar - Access to functions in ChartNexus.
2. Tool Bar - Quick access to functions in ChartNexus. Partial listing only as com-
pared to what are found in Menu Bar.
3. Drawing tools - One click access to the drawing tools to annotate, draw shapes
or lines.
4. Listings & Watchlists - This will most likely be your starting point. You can
view the different markets, different categories and the corresponding equity
based on alphabetical order.
5. Chart area - When you double click on a name of an equity in Listings, the
chart of the equity will appear here.
6. Indicators - List of indicators (eg. RSI, MACD) available for your usage.
7. News Bar - This panel display announcements or news from us including latest
or earlier ones.

3.3. Menu Bar 15
Figure 3.2: Screenshot of the main working windows in ChartNexus (NOTE: it will
look slightly diﬀerent in Windows Vista, Windows XP, Windows 9x, Windows ME or
Windows 2000).
3.3 Menu Bar
You can access the features in ChartNexus through mouse-clicking or by using your
keyboard.
The Menu Bar or simply menu shows categorized list of menu items available in Chart-
Nexus. Each of the menu items contains a particular function.
To use a particular feature/function, use your mouse and left-click once on the desired
menu item as shown in Figure 3.3:

3.4. Tool Bar 16
Figure 3.3: Accessing the menu bar and menu items.
For example to close a chart, you can click on the Close menu item to close the current
selected chart. Alternatively, you can use keyboard combination key or what is termed
as accelerator key or shortcut key to conveniently and quickly invoke certain function.
Example: pressing the control key (CTRL) and the key ’W’ on your keyboard will
close the current/selected chart.
3.4 Tool Bar
Tool bar gives you one-click direct access to some of the more commonly used func-
tions.
You can click and hold on it to drag it out from its current position and make it ’ﬂoat’.
To make it anchor back into it default/original location, just click on the X button found
at its top right corner.
3.5 Drawing Tools
The drawing tools toolbox lets you draw shapes, draw lines, add annotation and more
on to your chart.
Figure 3.4: Accessing the drawing tools toolbox.

3.6. Listings & Watchlists 17
3.6 Listings & Watchlists
This will usually be your ﬁrst point of access.
From here, you can switch around to the diﬀerent market data available to you. You can
also browse through the list of equity (stocks, warrants etc.) arranged by alphabetical
order; categories e.g. top movers, top % gainers, top % losers etc.
Double click on any of the equity name and the corresponding chart will be shown in
the 3.7 Chart Area.
Besides these, the watchlist management tools are also located here. You can track your
favourite equity or you can have easy access to the equity that you have just viewed.
3.7 Chart Area
This is where the equity (stocks, warrants etc.) will be shown once you double click
on any of the equity name found in the 3.6 Listings.
3.8 News Bar
News bar displays announcements and news from us. This may include events news,
data news (in the event of any interruption), major announcements or PR news and so
on. New news item will appear in orange and indicated with the word NEW.
Move your mouse over it and click on the link will bring you to our web page for the
full coverage (NOTE: you need an Internet connection for this).

Chapter 4
Managing Windows
In this chapter, we will introduce you to the functions available for managing the win-
dows in ChartNexus. We have introduced the ’sticky’ or magnetic window into Chart-
Nexus to let you easily manage your window. The windows will also auto-adjust their
heights when you try to stack them at the left corner. For managing your opened charts,
please see the subsequent chapter on Working With Charts.
4.1 Open Or Close Window
The control buttons to show or hide windows are located in the Menu Bar or Tool Bar.
Click on the menu item or tool bar button to show or hide the window.
To close the window, you can also click on the ’X’ button located at the top right
corner of the window. Pressing the key ’Esc’ on your keyboard will also close the
opened window.
4.2 Adjust Window Size
To adjust the size of the window, move your mouse cursor to the edge of the window
as highlighted in Figure 4.1.
18

4.3. Full-size Window 19
Figure 4.1: Drag and hold the edge of the window to resize the window.
4.3 Full-size Window
To show ChartNexus in full screen, click on Window menu and then Full Screen Mode.
To restore the normal window size, click on the Window menu again and then click
Windowed Mode as shown in Figure 4.2.
Figure 4.2: Click to enlarge the window to be full sized or normal size.

4.4. Move Window 20
4.4 Move Window
Figure 4.3: Drag and hold the title bar to move the window around.
4.5 Minimize Window
Figure 4.4: To minimize the window, click on the arrow button. Click once more to
undo.
4.6 Show/Hide Window
To show a closed window or hide an opened windows, please go to the Menu Bar and
click on the name of the window that you want. In Figure 4.5, the Listings, Indicators
and Workspaces windows are shown.

4.7. Always-on-top Window 21
Figure 4.5: To show or hide a window, click on it to show/hide or click once more to
hide/show it.
4.7 Always-on-top Window
By clicking on the pushpin located at the top right corner of a few windows e.g.
Listings, Indicators, Workspaces etc., you can enable or disable the window
to stay always-on-top or otherwise by clicking on it once or twice. See Figure 4.6.
Figure 4.6: Clicking on the pushpin to enable the window to stay always on top or
otherwise.

4.8. Arrange Windows 22
4.8 Arrange Windows
We have introduced a few buttons for you to easily arrange the opened chart window(s)
:
• 1 chart at a time
• 2 charts with one on top of another
• 2 charts side by side
• 4 charts
Also, to enable fast and easy management of windows, we introduced ’magnetic’ or
’sticky’ window, which will automatically glue the windows together when you move
them close to each other. Windows will also auto arrange their size.

Chapter 5
Working With Data
Data is what makes it possible to plot chart. In this chapter, we will look at what are
the market data that comes with ChartNexus, how you can obtain them, how you can
(re)install the data if required and ﬁxing them if necessary.
5.1 Information On Data
We try to provide as much data as easily available to you.
Data is automatically downloaded and updated every trading day, saving you the hassle
to worry about updating and formatting your own data. On top of that, we provide
adjusted (see 5.1.2) end-of-day (EOD) and historical data. ChartNexus uses proprietary
data format.
5.1.1 Market data available
We currently provide EOD data and historical data only and do not support real-time
data.
ChartNexus comes free-of-charge (personal use) with EOD data :
1. 3 years BSE, NSE
2. 3 years HKSE
3. 3 years JSX
4. 3 years Bursa/KLSE (include both Mainboard and Mesdaq stocks and warrants)
5. 3 years SGX (include both Mainboard and Sesdaq stocks and warrants data)
6. 3 years AMEX, NASDAQ, NYSE and USINDEX
7. 3 years World Indices
23

5.1. Information On Data 24
NOTE: Data is usually updated at around 6:30pm (Singapore local time) daily. We
recommend that you update the data after 7pm or later. There maybe times when
delivery maybe late or delayed. We will make announcement on those occassion.
If you require historical data, you may want to consider subscribing to our addons -
10-year Historical Data which is adjusted for splits for more in-depth analysis.
5.1.2 Data adjustments
Many data sources, especially free ones usually do not come with data adjustment and
may not give you the true idea of the price of the equity. Data in ChartNexus is adjusted
for splits.
WITHOUT data adjustment, when stock splits, the chart will appear as shown in Fig-
ure 5.1:
Figure 5.1: Non-adjusted data with a huge gap distorting the chart.
WITH data adjustment, either/both previous price and volume data values are adjusted
to match the new valuation. This will allow the price and volume information to main-
tain a consistent scale with new data.
When there’s an adjustment event, a bell icon will appear in the chart as shown in
Figure 5.2:

5.1. Information On Data 25
Figure 5.2: Adjusted data closes the gap and indicated with a bell icon. Move your
mouse over the bell to see the description of the event.
5.1.3 Data adjustment events
These are the events that we will adjust the data:
1. Name change of companies
2. Bonus Split - both volume and price are adjusted
3. Rights Issue - both volume and price are adjusted
4. New Par - both volume and price are adjusted
(a) consolidation
(b) capital reduction
(c) cash distribution
(d) share consolidation
(e) sub-division
NOTE: As the data is adjusted, hence don’t be alarmed if you find that our data is
significantly different from other data sources as they might not adjusted.

5.2. Login To Data Server 26
5.1.4 Data Adjustment Settings(On/Oﬀ)
ChartNexus charts are by default adjusted for Bonus Issue, Right Issue, etc. You can
use Price Adjustment Setting Window to turn oﬀ (and turn on) individual type of ad-
justments.
To bring up the Price Adjustment Setting Window, click on the Price Adjustment Set-
ting button on our Menu Bar.
Yout will be presented with the Price Adjustment Setting Window (see Figure 5.3):
Figure 5.3: Price Adjustment Setting window.
1. Enable All - To enable all types of adjustments.
2. Disable All - To disable all types of adjustments.
3. Apply - To apply your change. The change in setting will not be applied to
existing charts which are opened, but to the new charts to be opened.
5.2 Login To Data Server
ChartNexus can operate in ONLINE or OFFLINE mode. You will only need to connect
to our server to our server when you need to update the EOD data to get the latest
closing price using your login account which is provided free.

5.3. Downloading or Updating Data 27
When you start ChartNexus for the first time, you will be presented with this login
window (see Figure 5.4). If you set the option to let ChartNexus to remember your
login information, this window will not appear subsequently and you will be auto-
connected to our server.
To bring up the login window, click on the User Login button on our Menu Bar.
You will be presented with the User Login Window (see Figure 5.4):
Figure 5.4: User login window.
1. Register - Click on this link to bring you to the account sign up page to register
a free account which will be used to connect to our server.
2. Login and Password - This is your login information. Type in your account
information as what you have registered with us.
3. Remember Login - Click this if you want ChartNexus to remember your login
information. You will not be prompted subsequently. If you do not want to let
ChartNexus remember it, click on it again to deselect.
4. Network - You may need to configure proxy settings if you are using behind a
proxy server or firewall for instance if you are using in corporate network.
5. Forgot Password - Click this to bring you to the web form to retrieve your
password (which will be sent to you email account).
5.3 Downloading or Updating Data
Once you have keyed in your login information and connected to our data server, the
data downloading process begins. A dialog box will be displayed to inform you on the
progress (see Figure 5.5).

5.4. Forcing Data Download 28
Figure 5.5: Dialog box showing the data download progress.
Once the download is completed, you can see the latest data updated shown as shown
in Figure 5.5 OR you can also locate the status information in the Listings window just
beside the name of the market data.
If you have opened any chart before the data update is completed, ChartNexus will auto
adjust it to the latest.
5.4 Forcing Data Download
You can also force data download (though not required) by clicking on the Download
Latest Data From Server button on the menubar. Conversely, you can stop down-
loading the data by clicking on the same button Stop/Pause Download as shown
in Figure 5.6.

5.5. Using From Office Or Behind Firewall 29
Figure 5.6: Connect to server button. Click it to start or to stop data from downloading.
5.5 Using From Office Or Behind Firewall
If you are using from office or behind a private network with firewall in place, you
MAY need to perform some simple configurations.
Click on the Network button (see Figure 5.7) if you want to set your connection setting.
This will allow you to key in your own proxy server address and port number.

5.6. (Re-)Installing Data 30
Figure 5.7: Network connection configurations when you encounter connection prob-
lem especially behind proxy server or firewall.
5.6 (Re-)Installing Data
When you first install ChartNexus, we have only included in the setup package some
of the market data that we mentioned earlier in this chapter’s introduction. You will
need to install them. Later on, sometimes you may want to re-install the market data
and this process describes for both installing and re-installing market data.
When you first started ChartNexus, you will be presented with the market data installer
as shown in Figure 5.8.

5.7. Fixing Data 31
Figure 5.8: Installer or re-installer for the various market data.
NOTE: Depending on whether you have any subscription with us, the year/duration of
the market data may vary. For free user, we only provide you with 1 year data. For
subscribers, we provide 10 years of market data.
If you do not see the above Market Data Installer, you can activate it by going through
the process as describe in Section 5.7.
Once you see the Market Data Installer (refer to Figure 5.8),
1. Select the market that you want (re)install by clicking on the button.
2. Click on Install Market Data button.
5.7 Fixing Data
Sometimes due to problem with the connection or some issue with downloading or
possibly problem at our server end, the data may be corrupted or missing, and causing
problem when displaying your selected chart. To ﬁx this,
1. In the Menubar, click on Help.

5.8. Changing Data Downloading Settings 32
2. Next, click on Fix Corrupted/Missing Data.
3. A window will appear as shown in Figure 5.9.
4. Select All stocks and Reinstall market data (assuming if you want to (re)download
the entire market data. Otherwise you can just select a particular stock before
proceeding further.
5. Click on the Go button.
Figure 5.9: Fixing corrupted or incomplete data for an equity.
NOTE: If using this step does not resolve your problem, please drop us a mail.
5.8 Changing Data Downloading Settings
Data is automatically downloaded a few seconds after you start ChartNexus. You can
change the download setting, refer to Figure 5.10.

5.8. Changing Data Downloading Settings 33
Figure 5.10: Data downloading settings. Use this to set the order of data download and
whether to download the particular market data.

Chapter 6
Working With Charts
Now that you are familiar with the features and functions of ChartNexus, we will look
at the tools and functions that are available to you for your charting work in this chapter.
Figure 6.1: Charting area.
1. Market & Equity Name - Name of the equity (stock, warrant etc.) and to which
market it belongs.
2. Overview - Displays the OHLC (Open, High, Low, Close prices), volume and
34

6.1. Opening and Closing Stock Chart 35
the change in % from previous session close.
3. Indicators Selected - Shows the indicators used in the chart and the shorthand
description of the indicators’ settings.
4. Indicator Panel - Indicator panel showing the indicator selected.
5. Market & Equity Name - Name of the equity (stock, warrant etc.) and to which
market it belongs.
6. Chart Settings - Contains the settings for the chart : daily, weekly data; bar, line
or candlestick display; color settings; save chart as workspace.
6.1 Opening and Closing Stock Chart
6.1.1 Open chart
To open or show a chart (see Figure 6.2), double click on any name of the equity
(stocks, warrants etc.) found in the Listings .
Figure 6.2: Double click to open a chart.
Alternatively, right click on the name of the equity and a pop up menu will be shown,
see Figure 6.3 (a), click on Open chart.

6.2. Tiling Chart Windows 36
Figure 6.3: Right click on an equity and a pop up will be shown. If an equity opened
for the ﬁrst time, then you will be presented with menu (a) otherwise if the equity chart
is already opened, you will see (b) menu instead.
To open another instance of the same equity, for example you may want to compare
for the same equity using diﬀerent indicators, trendlines etc. in two separate windows,
right click on the equity and then click on Open New Instance, see Figure 6.3 (b).
6.1.2 Close chart
To close a chart, click on the X button located at the top right corner of the chart
window.
6.2 Tiling Chart Windows
In a multi-window environment, you can view 1 chart or multiple charts simultane-
ously, often to perform comparison. You can set to arrange your charts:
• 1 chart at a time
• 2 charts with one on top of another
• 2 charts side by side
• 4 charts
6.3 Price and Volume
• OHLC (open, high low, close), volume and changes from previous closing price
of the equity in view
• Price axis
• Volume axis

6.4. Viewing in Diﬀerent Time Frame 37
• Red volume bar is displayed if current price closes lower or equal to previous
day’s closing price otherwise green bar is displayed
Figure 6.4: Viewing and interpreting price and volume of equity.
You can view the price in linear or logarithmic scale. Click to select whichever you
prefer to use. Default is set to linear price scale. Refer to Figure 6.5.
Figure 6.5: Viewing price in linear or logarithmic scale.
6.4 Viewing in Diﬀerent Time Frame
You can change the period or time frame of the chart to either of these
• daily
• weekly
• monthly
by clicking on the button located at the bottom left corner of the chart window.

6.5. Viewing in Different Chart Types 38
Figure 6.6: Display charts in different views : daily, weekly and monthly.
6.5 Viewing in Different Chart Types
You can view all the stock charts in three different forms, namely Candlestick chart,
Bar chart and Line chart. The buttons are located at the bottom left corner of the chart
window.
a) Candlestick Chart (selected by default)
Figure 6.7: Candlestick chart.
b) Bar or OHLC Chart

6.6. Adding Comments and Drawing onto Charts 39
Figure 6.8: Bar or OHLC (Open, High, Low, Close) chart.
c) Line Chart
Figure 6.9: Line chart.
NOTE: ChartNexus will automatically remember the chart type that you have selected
and loads it the next time when you start.
6.6 Adding Comments and Drawing onto Charts
Sometimes, we just want to add our own comments to the charts. At other time, we
want to draw lines, trendlines or even add arrows to the chart. You can ﬁnd a myriad
of drawing and commenting tools available in the Drawing Tools box usually located
just above the chart window (see Figure 6.10).

6.7. Fibonacci Tools 40
Figure 6.10: Adding comments and drawing shapes.
6.7 Fibonacci Tools
No charting tool would be complete without the Fibonacci arcs , fan , time
and retracements .
Figure 6.11: Chart with ﬁbonacci tools.

6.8. Drawing Shapes 41
6.8 Drawing Shapes
You can add rectangles, squares, oval, circle to your charts by using the buttons and
respectively. You can tweak the background color of the oval shape by adjusting
the brightness level, refer to Figure 6.25
Figure 6.12: Adding shapes to your charts.
6.9 Repositioning Chart Item
In the previous sections, we have shown how you could add lines, rectangle boxes,
comments, Fibonacci fan, time etc. What if you have added at a wrong position and
you want to move it or position it diﬀerently?
As shown in Figure 6.13, move the mouse pointer over to the edge of chart item that
you wish to reposition. The mouse pointer will change into a cross pointer, left-click
your mouse and drag the chart item to desired position. The same can be done to move
percentages shown in Fibonacci Tools chart items.
6.10 Removing Chart Item
To clear or remove an added chart item, move the mouse pointer over to the chart item,
left-click on the item and press the Delete on keyboard.

6.11. Redoing and Undoing 42
Figure 6.13: Repositioning chart item.
Alternatively, you can use the Eraser functions. Click on the Eraser tool and then
click on the chart item to be erased. You can also use the Erase All tool to remove all
manually added chart items.
Figure 6.14: Eraser buttons.
6.11 Redoing and Undoing
Clicking on the Redo button and Undo button to repeat or undo the action that
you have carried out.
6.12 Zooming Chart
To zoom in (enlarge details) or zoom out (lessen details), use the zoom button to
control the level of details.
i) Zoom In Drag and hold a region of the chart to zoom in to increase the details
(see Figure 6.15 OR to use shortcut key, press the ’+’ key.

6.13. Scrolling Chart 43
Figure 6.15: Selecting a period to zoom in.
ii) Zoom out Right click on the chart to decrease the details OR to use shortcut key,
press the ’-’ key.
For more shortcuts, please see Appendix A.
Alternatively,
you can use the zoom in/out button found at the scroller.
Figure 6.16: Zoom in and out buttons added to make it easy to zoom.
6.13 Scrolling Chart
To control the scrolling of the indicators panel and chart size in the chart panel, you
can use the vertical scrollbar to do that. Toggling it will turned oﬀ/on the option, see
Figure 6.17

6.14. Navigating Chart 44
Figure 6.17: Toggling the scrollbar to turn on scrollbar or otherwise (chart size and
indicator size will be automatically adjusted).
6.14 Navigating Chart
Charts are plotted over a period of time. In ChartNexus, you can conveniently navigate
forward, backward, change viewing period etc. by using the navigation bar located at
the bottom right corner in each chart window.
6.14.1 Navigate forward or backward
To move forward or backward in time, click on (1) or (2) respectively , see Figure 6.18.
Figure 6.18: Navigation bar to let you scroll the chart forward or backward AND zoom
in/out AND view in a particular period.
6.14.2 Use scroll to navigate
You can achieve the moving forward and backward much more convenient by moving
your mouse cursor over region A (see Figure 6.18) until the cursor changes to a palm

6.15. Resizing Chart 45
cursor then click and hold it to drag forward or backward.
Alternatively, you can also use keyboard shortcut keys to activate the same functions.
However, you will need to click once on the chart area so that the shortcutkeys can be
registered. For more shortcuts, please see Appendix A.
Figure 6.19: Shortcut keys available for chart navigation.
6.14.3 Enlarge or shrink viewing period
To enlarge or shrink the period in view, move your mouse cursor over to (3) or (4) (see
Figure 6.18) and then click and drag to change the period in view.
6.15 Resizing Chart
To adjust the size of the chart, move your cursor/pointer over to the edge of the chart
window until the cursor change to the diagonal arrow as shown in the Figure 6.20
(colored in red).
Figure 6.20: Resizing chart manually.

6.16. Changing Color Settings 46
6.16 Changing Color Settings
You can change the display color for all the manually added chart items or you can
change the color settings for the chart.
6.16.1 Changing indicators colors
First, click on ”Edit” button in the Indicators Window
Figure 6.21: ”Edit” button for change of indicator parameters & color
Next, click on the indicator name. For eg: MACD.

Figure 6.22: Selecting indicator in Indicators Parameters Settings Window
Then, click on the color settings box and change to the preferred color.

Figure 6.23: Changing color in Indicators Parameters Settings Window
6.16.2 Change item color
You can change the item color before or after you have inserted it. To change the color
of the item, click on the Color Setting button (see Figure 6.24 located at the bottom
left corner of each chart:
Figure 6.24: Color settings button.
A window will appear as shown in Figure 6.25. Click on the color that you desire:

Figure 6.25: Choose color settings.
To set to the desired color for the charting item:
1. Choose the desired color as shown in Figure 6.25, click OK to start using the
color.
2. Insert any chart item and the item inserted will assume the new color (see Fig-
ure 6.26).
Figure 6.26: Chart items with chosen color.

6.16.3 Change chart color
Often, we want to be able to personalize the chart that we generate. You can change all
the color settings for the chart in ChartNexus.
Again, click on the Color Setting button (see Figure 6.24) located at the Minitool-
bar.
Next, click on the Chart Colors tab. You will see the following (see Figure 6.27 and
Figure 6.28):
Figure 6.27: Chart color settings panel.

Figure 6.28: More options for changing color settings.
1. Save your favorite color settings under a theme name.
2. Remove selected theme.
3. Import/Export your theme.
4. Drop-down list containing all your saved themes.
5. Click to access help documentation.
6. Click on the color palette to edit them.
7. Click on this option to enable auto conﬁgurations of all option listed below it.
8. Select individually your desired color conﬁguration or click on Auto Adjust to
let the system determines it automatically.
You can customize the various options available including chart title, labels, back-
ground colors, border color, candlesticks color, grid color and so on. See Figure 6.29
for the illustration on the various settings.

6.17. Capturing and Printing Chart 52
Figure 6.29: Chart colors settings.
We have also added the function for you to save the color scheme in various color
themes where you can manage them (create, remove and export) so that you can adopt
various color schemes.
6.17 Capturing and Printing Chart
You can save all your comments/annotation, lines etc. that you have drawn on the chart
and save them as image ﬁle (in PNG format) and share it with your friends or family
members over the Internet or other means.
NOTE: if you want to save the state of the chart within ChartNexus, then you will need
to use what we called Workspace, see the Workspace section ??.
Referring to Figure 6.30,
1. Click on the Capture Chart button located on the Menu Bar.
2. The Capture Chart window will pop-up.
3. Choose from the drop-down list the image size you wish to save. You can also
customize to the size that you wish to.
4. Click on Save To Computer button to specify where the chart should be saved.

6.17. Capturing and Printing Chart 53
Figure 6.30: Capture chart and save to computer.
To print a chart, click on the Send Chart To Printer button at the Menu Bar as shown
in Figure 6.31. Of course beside printing directly, you can always use the capture chart
method (see section 6.17).
Figure 6.31: Send chart to printer for printing.

6.18. Performance Chart 54
6.18 Performance Chart
Often, we may want to compare the index against particular stock(s) or simply to com-
pare a basket of stocks to gauge their relative performance. You can achieve them with
Performance Chart.
Figure 6.32: Performance chart for comparison between index against stocks or
stocks(s) among each other.
1. Click on the Performance Chart button located at the Menu Bar.
2. The Performance Chart window will appear.
3. Under Listings window, click on the equity to set the particular equity as refer-
ence for comparison. To remove an equity from the Performance Chart, move
the mouse pointer onto the Equity Name and then click on the close(x) button.
4. To set the Reference Line to indicate a particular point in time to begin com-
parison, move the Reference Line by clicking on the line then drag to a desired
reference date.
5. When you click on the Performance Chart, these two buttons and will
appear at the bottom left corner of the chart. Click on the buttons to reset the
Reference Line to the left and to clear all the counters in Performance Chart
respectively.

Chapter 7
Technical Indicators
ChartNexus comes with some of the most commonly in use indicators. You can easily
access them in the Indicators list :
1. Accumulation/Distribution
2. Average Directional Index (ADX)
3. Average True Range (ATR)
4. Bollinger Band
5. Commodity Channel Index
6. Chaikin Money Flow (CMF)
7. Commodity Channel Index (CCI)
8. Guppy Multiple Moving Average (GMMA)
For details, please visit Daryl’s http://www.guppytraders.com/
9. Ichimoku Kinko Hyo
10. MA Envelope
11. Moving Average Convergence Divergence (MACD)
12. Money Flow Index (MFI)
13. Momentum
14. Moving Average (MA)
15. On Balance Volume (OBV)
16. Parabolic Stop And Reversal (Parabolic SAR)
17. Price And Volume Trend (PVT)
55

7.1. Applying Indicators with Indicator Templates 56
18. Rate Of Change (ROC)
19. Relative Strength Index (RSI)
20. Smoothed RSI
21. Stochastics
22. Volume MA
23. Williams %R
We have prepared tutorials on the various indicators with the theory and also samples
on how to apply the indicators. Please visit
http://www.chartnexus.com/learning
7.1 Applying Indicators with Indicator Templates
To access the Indicators:
1. Click on the button if the Indicators window is not shown.
2. Click on the desired indicator’s checkbox to show/add the indicator in the chart
window. To hide/remove the indicator(s), click again on the checkbox.
Figure 7.1: Add or remove indicator to chart.

7.2. Changing Indicator Parameter Setting 57
3. Upon ﬁrst installation, ChartNexus will create 4 indicator templates by default,
namely ’- Last Workspace -’, ’- Last XPertTrader -’, ’- No Indicators -’, and ’-
System Default -’(as seen in Figure 7.1). In System Default, you may add/remove
any indicator with the checkboxes, and the selections will be automatically saved.
To switch to a chart view without indicators, simply switch the template to ’- No
Indicators’ template.
4. You may also create more indicator templates by using the Manage Indicator
Template button as shown in Figure 7.2. Click on this button and select New
Template to create more template as you need.
Figure 7.2: Managing Indicators Template.
7.2 Changing Indicator Parameter Setting
To change the parameter setting of an indicator (refer to Figure 7.3):
1. Click on the indicator that you want to change.
2. Press the Edit button (see Figure 7.3).
3. The Indicators Parameters Settings window will appear.
4. Change the value for the parameter(s) available.
5. Click the OK button or the Apply button to apply the change OR click on Save
As button to save as another name for the indicator.

7.3. Removing A Customized Indicator 58
Figure 7.3: Changing indicator parameters setting.
7.3 Removing A Customized Indicator
For the default indicators that we have provided (see section ˜refchp:TechnicalIndicators),
you will not be able to remove them. If you move your mouse over any of them, the
Remove button will be disabled.
However, if you have created your own customized indicator, you will be able to edit
or remove it.
To remove a customized indicator, click on the indicator that you have created and click
on the Remove button.
7.4 Changing Colors Indicators
You can change almost all the aspects of the color scheme in ChartNexus. To change
the colors of the indicators, please refer to Chapter 6.16

Chapter 8
Supplemental Tools
In the preceding Chapter 6 on Working With Charts we have looked at what we can
do with charting. Nonetheless, we may require various other tools to supplement or
enable our analysis work. In this chapter, we will look at the myriad of tools provided
including stock spread calculator, watchlist, portfolio manager, notes and so on.
8.1 Search Tool
You can access all the equities by accessing through the Listings window. However,
to allow faster access with less click, we have provided a search tool to allow you to
search for an equity by code or by name.
To access this, in the Menu Bar, click on Tools and then Search Tool. A dialog box will
be shown, see Figure 8.1. Use your keyboard and type in e.g. the letter H and the list
of equities matching H will be shown (either by name or stock code). Stock code that
match will be indicated with the phrase (stock code). Continue to type in more letters
to narrow your search and then press on the Enter key to bring up the chart.
59

8.2. Watch List 60
Figure 8.1: Search tool to allow quick search. You can search by name or code. Press-
ing Ctrl and F keys will bring up the search tool too.
8.2 Watch List
For ease of navigation and monitoring, you can categorize the stocks into diﬀerent
Watch list. Figure 8.2 shows how you can manage your watchlist (create, remove,
adding stocks and removing stocks to the watch list).
Figure 8.2: Managing your watch lists.

8.2. Watch List 61
8.2.1 Creating new watch list
a) Click on the Manage Watchlist button.
b) Click on the New Watchlist.
b) Enter the name for the new watch list to be created at the pop-up window.
8.2.2 Removing watch list
To remove a watch list,
a) Select from the drop-down list the watch list you want to remove.
b) Click on the Manage Watchlist button.
c) Click on the Remove Watchlist to remove the selected watch list.
d) A conﬁrmation window will appear. Click OK to conﬁrm to remove or click
Cancel otherwise.
8.2.3 Adding stocks to watch list
To add stock into a particular watch list,
a) Right-click on a stock found in the Listings .
b) Click on Add to Current Watchlist to add to current watch list or click on Add to
Watchlist and select the watch list that you want to add to.
Figure 8.3: Adding stock into watch list.

8.3. Brokerage Fee Profile 62
8.2.4 Removing stocks from watch list
You can remove selected stocks or remove all the stocks at once from a watch list. To
remove,
a) Select the watch list containing the stock(s) that you wish to remove.
b) Right-click on the stock found in the watch list.
c) Click on Remove Stock to that stock or click on Remove All to remove all the
stocks in that watch list.
Figure 8.4: Removing stock from watch list.
8.3 Brokerage Fee Profile
Brokerage Fee Profile is simple tool to let you key in the various brokerage fees and
save them into different profiles. These profiles can then be used in the Spread Calcu-
lator (see 8.4) or XPertTrader (see ??).
Figure 8.5: Brokerage fee tool to manage your various brokerage fees.

8.4. Spread Calculator 63
There are few ways to access the Brokerage Fee Profile, either through:
1. The Toolbar (see Figure 8.6)
2. Edit button found in the Spread Calculator (see Figure 8.6)
Figure 8.6: Access through the Edit button found in the Spread Calculator.
3. XPertTrader’s Backtester
Figure 8.7: Access through XPertTrader’s Backtester
8.4 Spread Calculator
Spread Calculator lets you easily and quickly calculate trading profits or breakeven
point.
It calculates the net profit of a particular buy and sell transaction based on purchase
price, sell price, step size, number of shares, and brokerage fee.

In the Toolbar, click on the Spread Calculator button and you will be presented
with the calculator (see Figure 8.8).
Figure 8.8: Spread Calculator.
8.4.1 Editing brokerage fee
Before using, you can you use the default brokerage fee or you can create your own
by clicking on the Edit button. The Brokerage Fee Profile window will pop up. Enter
the desired values and save as a new profile or click on the Delete button to delete a
selected profile.
8.4.2 Selling a stock
If you have bought a stock and you want to calculate the possible selling prices for it,
click on the Sell radio button under Cost of Shares. Enter the price that you bought the
stock, the stock’s bid size and number of shares purchased. Then click on Calculate
button and you will see the calculation on your right side (see Figure 8.9).
8.4.3 Buying a stock
This otherwise known as shorting. If you have sold a stock and you want to calculate
the possible buying prices, then click on the Buy radiobutton under Cost of Shares.
Enter the price that you sold the stock, the stock’s bid size and number of shares sold.
Then click on Calculate button and you will see the calculation on your right side (see
Figure 8.10).

Figure 8.9: Spread Calculator - Selling a stock
Figure 8.10: Spread Calculator - Buying a stock

8.5. Notes 66
8.5 Notes
8.5.1 Adding, editing & removing notes
Each stock has its own Notes panel (see Figure 8.11) which you can write your thoughts
or ideas about that stock.
Figure 8.11: A note pad to record your thoughts and ideas.
Notes added or edited are automatically saved and viewable every time the stock is
accessed. To remove the notes, simply clear the content, and that’s it.
8.5.2 Retrieving notes all-at-once
Since each stock has its own notes, retrieving them will be unwieldy. Fortunately, there
is a Retrieve All Notes function accessible through the Menu Bar (see Figure 8.12) to
let you retrieve all notes simultaneously.
Figure 8.12: Retrieve all your notes all-at-once.

8.6. Managing Portfolio 67
8.6 Managing Portfolio
Figure 8.13: Portfolio management tool.
ChartNexus allows you to manage your own portfolio(s) of equities with the Portfolio
management tool located in the Tool Bar and the portfolio tool will appear as
shown in Figure 8.13.
8.6.1 Managing portfolios
To create a new portfolio, click on the New button.
To remove the newly created portfolio, click on the Remove button.
8.6.2 Managing holdings
Each portfolio can contain many holdings.
Click on the stock that you want to add from the Stocks List and then click Add Stock
to add to the current portfolio.

8.7. Workspace 68
Another way to add a stock to the portfolio is to right-click the stock in Stocks List and
choose Add to Portfolio.
To remove a stock from the portfolio, click on the Remove button found under Holdings
(see Figure 8.13).
8.6.3 Managing transactions
Each holding can have multiple transactions of buy or sell.
To start adding transaction to a particular holding (stock), click on the stock in the Hold-
ings table and then click on Add button under Transactions and you will be prompted
to ﬁll in the transaction detail.
Edit and Remove buttons allow you to edit the transaction details and remove the
transaction of the stock respectively.
8.7 Workspace
Figure 8.14: Workspace to manage your saved charts.
The workspace panel shown in Figure 8.14 allows you to save all your charts and
analysis work on your computer. You can review or re-edit the charts later.

8.7. Workspace 69
These are the things that are saved in a workspace:
1. indicators added to the chart
2. indicator parameters setting
3. drawn items
8.7.1 Opening workspace file
Select the saved chart in Workspace and click on the Open Workspace button (1). You
can also double-click on the chart itself to open the saved chart.
8.7.2 Saving as workspace file
Clicking on the Save button (2) will prompt you to save the chart you are currently
viewing (refer to Figure 8.15). Besides the lines, annotations, shapes drawn or added
on to the chart, indicator settings and indicators used will also be saved.
Figure 8.15: Saving your chart analysis as workspace. Annotation, drawn items will
be saved.
8.7.3 Renaming a workspace file
Select a saved chart in Workspace and click the button (3) to rename the workspace
file.
8.7.4 Removing selected workspace file
To remove a saved chart, select the chart in Workspace and click on the button (4). A
message will pop up to confirm with you before removing.

8.8. Custom Indices 70
8.7.5 Searching or filtering workspace file
To search for a saved chart, enter a name or letter of the file and click on the button (5).
Only files containing the name or letter will be displayed in Workspace panel.
To clear the filter and list back all the workspace files, click on the button (6).
8.8 Custom Indices
An equity index aggregates and tracks the underlying basket of equities. In Chart-
Nexus, you can easily create your own custom indices. The basket of equities found in
watchlist can be easily converted into an index and shown on the chart. Follow these
steps:
1. Create a new watchlist. Give it a proper name as it will be used to name the index
2. Add the stocks, warrants etc. that you’re interested in into the newly created
watchlist
3. Click on the IndexCreator button and a pop up menu will be shown
4. Click on “Edit” and the IndexCreator dialog window will appear (see Figure 8.17
5. By default, equal weightage scheme is used for calculating the index. You can
adjust the parameters to your own preference and then click on “Apply” button
to adopt the new parameters
6. Once ready, click “Plot” button to display the index as a chart
Figure 8.16: Use IndexCreator tool to create your own index. The equity used to create
the index is collated from the selected watchlist.

8.9. Reporting Error 71
Figure 8.17: IndexCreator dialog window lets you adjust the diﬀerent weightage to the
basket of equities. You can customize the parameters to your own preference.
8.9 Reporting Error
Developing a software is not easy. We have tried our best to ensure minimal bugs
or problems free experience for you when using ChartNexus. However, should you
discover any bugs or problems, we hope you can report to us.
a) Referring to Figure 8.18, click on the Help menu and then click on View Log
menu to view .
b) If there’s any error message found in the Help Window, click on Send Log button
to send us directly the log.
Alternatively, from the Menubar (see Figure 8.18), click on Report Program Bug(s) to
go to our website to detail to us the detailed steps to replicate the problem.

8.10. ChartNexus News & Announcements 72
Figure 8.18: Accessing the error reporting functions.
8.10 ChartNexus News & Announcements
Figure 8.19: News and announcements from ChartNexus.
In this news bar, you can check the latest news and announcements surrounding Chart-
Nexus. Announcements on events (workshops, seminars), on ChartNexus and add-on
modules etc. Click on the link to see details.

Chapter 9
Add-ons
9.1 What Are Add-ons ?
Add-ons are extra features or functions which are made available to extend the power
of ChartNexus.
These Add-ons can be subscribed through our website http://www.chartnexus.
com/products/subscribe.php and they are available for subscription on 2 types of
plan :
• 6 months plan
• 12 months plan
NOTE: Historical data will be one-time fee instead of subscription-based.
9.2 Benefits of Using Add-ons
We adopted this modular, subscription-based approach as we think it will benefit both
you (the user) and us (the user and developer).
1. Changing times require evolving capabilities. As the Market evolves, traders
and investors are increasingly employing sophisticated software to assist them in
their investments. Compared to one-off-one-time-fee charting software, having
a subscription-based software guarantees that you are always at the forefront to
explore new capabilities and enhancements.
2. New versions and features upgrades are free. Since you are on a subscription
plan, we will keep on adding new features, introducing enhancements or releas-
ing fixes related to the module for free to you for the entire duration of your
subscrption period.
73

9.3. Add-ons Available 74
3. Pay for what you need. Why pay for software with 80% of the functions that
you will hardly ever used ? With our add-on modules, you can mix and match
the modules and subscribe to those that you truly need.
4. Money back guarantee. We believe in giving you only the best. If within the
period of refund (see our subscription policy http://www.chartnexus.com/
legal/software.php) you’re not satisﬁed or happy with the Add-ons, we will
refund you.
9.3 Add-ons Available
These are the Add-ons that are available for subscription:
• XPertTrader Indicators : This module contains the commonly used technical
indicators which you can mix and match to create more sophisticated rules.
• XPertTrader Candlesticks : This module includes the commonly used Japanese
candlestick patterns. It also comes with an editor to let you create your own pat-
terns easily.
• INDIA (BSE, NSE) 10 years adjusted historical data (one-time fee).
• HKSE 10 years adjusted historical data (one-time fee).
• JSX 10 years adjusted historical data (one-time fee).
• KLSE or Bursa 10 years adjusted historical data (one-time fee).
• SGX 10 years adjusted historical data (one-time fee).
• US (AMEX, NASDAQ, NYSE) 10 years adjusted historical data (one-time
fee).
• ChartMaker : Let you create professional-looking charts easily with superb
customization.
9.4 How To Subscribe ?
To subscribe to any of the Add-ons (see Section 9.3), please visit
http://www.chartnexus.com/products/addons.php.
To renew your subscription,
http://www.chartnexus.com/products/subscribe.php.
For more in-depth details on the various add-ons oﬀered, you may want to download
the user manual for the add-ons instead.
http://www.chartnexus.com/download/getmanual_addons.php.

Chapter 10
Frequently Asked Questions
(FAQs)
10.1 For Newcomer
1. I’ve already signed up and activated my account. Where should I login ?
The account is for login to our data server using our desktop program. You need
to download and install from (http://www.chartnexus.com/products/download.
php). Upon installing, you will be prompted with a login window, see Sec-
tion 5.2.
2. I have signed up but yet to receive my activation code in my mailbox. What
should I do now ?
Most likely the mail has gone into your spam/junk mailbox especially if you are
using Gmail/Yahoo!Mail/Hotmail OR another possibility is that you may have
keyed in a wrong email during sign up. Please check in the mailbox junk/spam
folders of yours OR otherwise contact us (see Section 2.6) to activate your ac-
count.
3. When I tried to log in, this message appeared (usually because used behind
proxy/firewall). What should I do ?
Fail to connect to server for user authentication. OR
java.net.UnknownHostException: www.chartnexus.com
at java.net.PlainSocketImpl.connect(Unknown Source)
at java.net.Socket.connect(Unknown Source)
at java.net.Socket.connect(Unknown Source)
You are most likely using ChartNexus behind a firewall or proxy server in a
private network (e.g. in office). Please see Network settings (see Section 5.5) for
more.
4. I have just downloaded and installed ChartNexus. The chart is still not
updated or there is nothing shown. Why ?
75

10.2. Login And Password 76
You will need to key in your account information that you registered with us in
ChartNexus to connect to our server. See Login To Data Server (see 5.2) for
screenshots on how to do it.
10.2 Login And Password
1. Why do I need to sign up for an account ?
The account is provided to you free of charge where it will be used for down-
loading stock data from our server.
Sign up for the free account at
http://www.chartnexus.com/users/signupform.php
and activate your account
http://www.chartnexus.com/users/activate_accountform.php
2. I forgot my account activation key. How can I retrieve it ?
You can retrieve your account activation key using this form
http://www.chartnexus.com/users/get_keyform.php
3. How can I change my account password ?
You can change your account password using this form
http://www.chartnexus.com/users/change_passform.php
4. I forgot my password. How can I retrieve it ?
You can retrieve your account password using this form
http://www.chartnexus.com/users/get_passform.php
5. I am no longer using ChartNexus. I want to de-register my account. How
do I go about it ?
You can de-register your account using this form
(http://www.chartnexus.com/users/deregform.php
NOTE: if you have an active subscription with us, de-registering your account
will render it useless.
10.3 Setup Or Installation
1. How do I know or check if Java JDK/JRE is already installed on my com-
puter ?
In Windows, click on the START button and then click RUN and type in ”cmd”
or ”command” to bring up the COMMAND/DOS PROMPT. Then in the win-
dow/prompt, type in ”java -version”. You should be able to see the version from
there.
There are many sites and small utilities which have been written to test this. We
recommend you to use this page: http://javatester.org/version.html.
2. Is ChartNexus supported on other systems other than Windows ?
Theorectically, ChartNexus is supposed to be able to run on Mac and Linux.
However, since we don’t have a big team to provide proper support for the two

10.4. Connecting To Server 77
platforms, so we decided against of totally supporting them until we are able to
provide proper support i.e. with enough manpower. Nothing against Mac, Linux
or others, we are users of these platforms too.
3. How do I upgrade to a newer version of ChartNexus ?
ChartNexus will automatically prompt you install if there’s any newer version
available. Click and install ... it’s that simple ! See Section 2.5 for screenshots.
4. I got the error message An error occur while trying to copy a file. The source
file is corrupted. when I was trying to install the setup/installation file. What
should I do ?
You may have downloaded an incomplete version of the setup/installation file.
Re-download the setup/installation file and run it again.
10.4 Connecting To Server
1. What kind of Internet connection do I need to connect to ChartNexus data
server ?
Broadband, ADSL or dial-up connection; any of these is possible. Internet con-
nection is needed to download ChartNexus program and stock data. ChartNexus
has been designed to handle missing data if connection breaks.
2. Do I need to be connected in order to use ChartNexus ?
Not required. You can use ChartNexus in offline or online mode but you’ll need
to go online if you want to update your data.
3. I’m having problem downloading data or connecting to server. What hap-
pened and what can I do ?
Possible reasons include:
(a) You are behind a proxy server. Ask your network administrator or Internet
service provider for the proxy address. See Section 5.5 for instructions.
Add www.chartnexus.com to you allowed-list of servers
(b) Our server is probably busy. Try again later
(c) Ensure that you install/upgrade to the Java installation
(d) You have no active internet connection. Check your modem.
4. I can connect from home but I can’t seem to connect from my office. Why is
this happening ? Is there a bug with your software ?
See Section 5.5 for instructions.
10.5 Data Issue (download/update/adjustment)
1. It seems to me that your data differ from other data sources that I’m using.
Is your data corrupted or having problem ?
Our data is adjusted for various events. So naturally, they will look different
from many other data sources that you use since most of the data sources DO
NOT provide you data adjustment for FREE. Check out the adjustment events.

2. How long does it take to download historical data ?
Downloading of historical prices should normally takes about 1-2 minutes if you
update daily. ChartNexus will check for any updates before the download. Auto
data update is turned ON by default.
3. Why is the data downloading/updating taking some time ?
If you’re ﬁrst time user of ChartNexus, then the system may be downloading
the past data. Otherwise, it may be because our servers are busy or internet
connection is slow at ours or your end.
4. Can I re-distribute the stock data provided ?
Sorry, you are not allowed to. The stock data we used are licensed from our data
providers. You can only use it for your own personal usage, and aren’t allowed to
re-distribute or use it for commercial purpose. Please read our software license
agreement again, here is the online version (http://www.chartnexus.com/
legal/software.php). Contact us if you have any doubts.
5. Some of charts are not updated with the latest data. What should I do ?
It could due to incomplete download or corrupted data. Please see Section 5.7
on how to ﬁx this.
10.6 Reporting Error
1. How do I report possible error or bug discovered ?
If you do not know the error but you suspect there might be one, then please
follow the procedures :
• Click on the Help menu
• Click on View Log menu item. See Figure 10.1
• Click on Send Log. See Figure 10.2
If you just want to report an error/bug, please follow this instead:
• Click on the Help menu
• Click on the Report Program Bug(s) menu item (see Figure 10.1), which
will bring you to our website with a web form

Figure 10.1: Reporting error to us. Make sure you have an Internet connection.

Figure 10.2: Clicking Send Log will send us any information or error listed in the panel
to us.

Appendix A
Keyboard Shortcuts
Keyboard shortcut keys are keyboard key or combinations of the keyboard keys when
you pressed on them to allow quick and easy access to the features without the need of
mouse click. Of course, if you prefer, you can still access those features through the
Menu Bar.
NOTE: CTRL denotes the control key or usually written as Ctrl on your keyboard.
CTRL + W means pressing and holding the Ctrl key and then pressing on the W key.
General
Action Keyboard Shortcut Keys
Close Window ESC
Bring Up The User Login Window Ctrl + L
Bring Up The Search Tool Ctrl + F
Bring Up The Spread Calculator F6
Bring Up The Brokerage Fee Proﬁles F7
Switch Between Full Screen and Windowed Mode F11
Exit Program Alt + F4
81

82
Chart Related
Remove Selected Item Found on Chart Delete or Del
Close Chart CTRL + W
Print Chart CTRL + P
Capture Chart CTRL + C
For these keys, you may need to click on the Chart Area to activate the area to be in
focus before these keys can work.
Zoom In + or =
Zoom Out − or
Move Forward In Chart > or .
Move Backward In Chart < or ,

Appendix B
Glossary
We have prepared a list of some of the jargons or words that you may come across
in the investment world, particular in Technical Analysis. This list is by no means
comprehensive, but it should be sufficient for most common purpose.
• Above the Market
A limit order to buy or sell a security for a specified price that is higher than the
current market price. If the market does not reach the specified price, the order
will go unfilled.
• Absolute Breadth Index
Developed by Norman Fosback, the ABI is equal to the absolute value of the
difference between the advancing issues and the declining issues. It shows how
much activity and volatility is taking place on the New York Stock Exchange
while totally ignoring the price direction.
• Absolute Price Oscillator (APO)
Also known as MACD indicator, APO is calculated by subtracting a longer-term
Exponential MA from a shorter-term Exponential MA.
• Accumulation
Occurs when the supply of a security is less than the demand. After a decline
in price, a stock may start to base and trade sideways for an extended period.
In the mean time, well-informed traders and investors may seek to establish or
increase existing long positions. In that case, the stock is said to have come under
accumulation.
• Accumulation/Distribution Line (A/D Line)
A momentum indicator that relates price changes with volume. It relates the
closing price to the range of prices (intraday high-intraday low). The closer the
close is to the high, the more volume is added to the cumulative total.
• After Hours
Any trade posting, adjusting, or changes made by specialists or member firm
after the official close of the market.
83

84
• Amortization
The paying off of debt in regular installments over a period of time.
• Analysis of Variance
A technique used to improve the analysis over regression techniques. It can
be used for identifying relationships between predictor and criterion variables,
whether the predictor variables are quantitative or qualitative in nature.
• Analyst
A person with expertise in evaluating financial instruments. He or she performs
investment research and makes recommendations to institutional and retail in-
vestors to buy, sell, or hold. Most analysts specialize in a single industry or
business sector.
• Announcement Date
The date on which a company first publicly announces an impending stock split.
• Annual Report
Yearly report made by a company to its stockholders. They usually contain a
balance sheet, an income statement, a list of changes in retained earnings, and
how income of the corporation was used.
• Annualized
The translation of periods of less than a year into an annual rate for comparative
purposes. To annualize quarterly figures, you multiply them by four.
• Arbitrage
The simultaneous buying and selling of securities to take advantage of price
discrepancies. Arbitrage opportunities usually surface after a takeover offer.
• Area Pattern
A pattern of sideways price movement that follows a stalled uptrend or down-
trend of a stock or commodity. Some of these patterns (triangles, flags, wedges
etc.) have good predictive value.
• Ascending Trend Channel
An ascending line that connects the bottoms of the down waves and is parallel
to a trendline The ascending channel line and the trendline form borders on an
uptrend.
• Ascending Triangle
A sideways price pattern between two converging trendlines in which the lower
line is rising while the upper line is flat. This is generally a bullish pattern.
• Ask
Also known as the “offer”, the price that the market maker guarantees to fill a
buy order. A buy order placed at the market will usually be filled at the current
asking (offer) price. The ask price is usually greater than the bid price.
• Assets
Any possessions that have value in an exchange.

85
• Average Directional Index (ADX)
Part of the Directional Movement Indicator system developed by J. Welles Wilder,
the ADX line is based on the spread between the +DI and -DI lines from that
same system.
• Average True Range (ATR)
An indicator that measures volatility of a security. High ATR values indicate
high volatility and may be an indication of panic selling or panic buying. Low
ATR readings indicate sideways movement by the stock.
• Bar Chart
A chart of price versus time. The horizontal axis represents the passage of time
with the most recent time periods on the right side; while the vertical axis repre-
sents the stock’s price. For each time period, a vertical line denotes the high and
low price of the security; a short horizontal protrusion to the right of the vertical
line shows the closing price.
• Basing
A period where the stock or market is “catching its breath” after a decline, char-
acterized by a flat trading range without any noticeable trend. It is common to
see a basing period after a lengthy decline of the stock price. Basing may be a
sign of accumulation.
• Basis
The difference between cash prices and the futures contract prices.
• Bear
A person who believes prices will decline and might be described as having a
“bearish” outlook. Bear markets
• Bear Market
A market when prices are declining. Occur when roughly 80% of all stocks
decline for an extended period of time.
• Bear Trap
A signal which suggests that the rising trend of an index or stock has reversed
but which proved to be false. Thus trap the bears that acted on the signal with
losses. A bear trap is a form of whipsaw and relates to the spring.
• Bearish
The belief that market prices will decline.
• Below the Market
A limit order to buy or sell a security for a specific price that is lower than the
current market price. If the market does not reach these prices, the order will go
unfilled.
• Bid
The price at which the market maker guarantees to fill a sell order. A sell order
placed at the market will usually be filled at the current bid price. The bid price
is usually less than the ask price.
• Block
A purchase or sale of a large number of shares. This term is relative.

86
• Blowoff
See Reversal Spike-High
• Blue Chip
A well known, public company that is thought to be in good financial shape and
have sound fundamentals (profitability, earnings). An investment in a blue chip
is regarded as a safe investment. Examples include DBS, UOB and OCBC.
• Bollinger Bands
An indicator that allows users to compare volatility and relative price levels over
a period of time. It consists of three bands designed to encompass the majority
of a security’s price action. Prices will often meet resistance at the upper band
and support at the lower band.
• Market Breadth
A comparison of the number of issues traded with the number of issues listed
for trading. A rally is considered a suspect if the number of advancing issues is
diminishing as the rally develops. Conversely, a decline which is associated with
fewer and fewer stocks falling is considered to be a bullish sign.
• Breakaway Gap
A price gap that forms on the completion of an important price pattern. A break-
away gap usually signals the beginning of an important price move.
• Breakout
A substantial rise in price above a resistance level or a substantial decline in
price below the support level. When a breakout occurs, a price pattern is likely
to continue.
• Bull
A person who believes prices will advance and might be described as having a
“bullish” outlook. Bull markets occur when roughly 80% of all stocks advance
over an extended period of time. 1982-87 and 1995-99 have been referred to as
bull markets.
• Bull Market
A market when prices are rising. Occur when roughly 80% of all stocks advance
over an extended period of time.
• Bull Trap
A signal which suggests that the falling trend of an index or stock has reversed
but which proved to be false. Thus trap the bulls that acted on the signal with
losses. A bull trap is a form of whipsaw and relates to the spring.
• Bump and Run Reversal
A reversal chart pattern that forms after excessive speculation drives prices up too
far, too fast. It is designed to identify speculative advances that are unsustainable
for a long period.
• Buy Signal
A condition that indicates a good time to buy a stock. The exact circumstances
of the signal will be determined by the indicator that an analyst is using. For ex-
ample, it’s considered a buy signal when the price declines while OBV increases.

87
• Buy Stop
A buy order usually placed above the current price, ensuring that a security would
have to trade at the set level before the buy order would be activated. By placing
a buy stop order just above resistance, a trader can ensure that the security will
break resistance before going long. On the other hand, traders looking to catch a
bottom or intraday low might place a buy stop below the current price, but near
support.
• Buyback
A company’s repurchase of it’s own shares of stock.
• Buying Climax
A sudden upward movement of a security’s price accompanied by extremely high
volume created by investors rushing in to buy the security. This often indicates
that a security has been overbought and the price will fall. As it often happens at
the end of an up price movement, it typically represents a good time to sell.
• Buying on Margin
A risky short-term strategy where a buyer borrows money from a broker to make
an investment. The buyer believes the stock price will rise and is trying to maxi-
mize profits by investing more money in the stock.
• Call Option
The right to buy a stock or commodity future at a given price before a given date.
The owner of the call option is speculating that the price of the stock will go up
and is therefore bullish.
• Candlestick Chart
A form of Japanese charting that has become popular in the West. A narrow line
(shadow) shows the day’s price range. A wider body marks the area between the
open and the close. If the close is above the open, the body is white (not filled);
if the close is below the open, the body is black (filled).
• Capital Gain
Profit derived from the selling price exceeding its initial purchase price. A real-
ized capital gain is an investment that has been sold at a profit. An unrealized
capital gain is an investment that has not been sold yet but would result in a profit
if sold. Capital gain is often used to mean realized capital gain.
• Chaikin Money Flow (CMF)
An oscillator that helps signal if a stock is undergoing accumulation or distribu-
tion. It is calculated from the daily readings of the Accumulation/Distribution
line (A/D line). CMF is not influenced by the daily price change, but focuses on
the location of the close relative to the range for the period (daily or weekly).
• Channel
The area between two parallel lines containing the price structure. They can
be two parallel upward trendlines (upward channel); or two parallel downward
trendlines (downward channel).
• Commodity Channel Index (CCI)
Developed by Donald Lambert, the CCI is an indicator designed to identify cycli-
cal turns in commodities. It may also be applied to stocks or bonds.

88
• Confirmation
A subsequent signal that validates a position stance. Traders and investors some-
times compare the prices with two or more technical indicators to ensure they
are pointing in the same direction and confirming one another. For example,
confirmation of a bullish trend is when the increasing prices are accompanied by
a rising OBV.
• Congestion Area
A sideways trading range where supply and demand balance out.
• Consolidation Area
A trading range in which prices move until continuing in the same direction as
the trend prior to the consolidation area.
• Continuation Pattern
Occurs in the Consolidation Area. It is a type of chart pattern that occurs in
the middle of an existing trend. The previous trend resumes when the pattern is
complete. Examples include the Pennant continuation patterns.
• Contra-Trend Signals
Bullish patterns in bear markets and vice versa.
• Correction
After an advance, price declines, but they do not penetrate the low from which the
advance began. Also referred to as a retracement, a correction usually retraces
1/3 to 2/3 of the previous advance.
• Crossover
A point on a graph where two lines intersect. Depending on which lines they
are, a crossover may indicate a buy or sell signal. For example, the price line
crossing above a moving average line may generate a buy signal. Oscillators
such as MACD and CMF experience centerline crossovers.
• Customer Free Balances
The total amount of unused money on deposit in brokerage accounts. These are
free funds representing cash which may be employed in the purchase of securi-
ties.
• Cycle
A price pattern of movement that regularly occurs in a given time interval.
• Cyclical Investing
The process of buying and selling stocks based on a longer-term or primary mar-
ket move. The cycle approximates the 4-year business cycle, to which such
primary movements in stock prices are normally related.
• Cyclical Stocks
Shares of companies that are highly sensitive to economic performance. Cyclical
stocks tend to perform well when the economy is growing and suffer when the
economy contracts.
• Day Trading
A trading style where all positions are cleared before the end of the trading day.
Contrast this with position trading, where stocks or securities may be held for
longer periods.

89
• Declining
A market stage of a stock that is characterized by a downtrend with subsequently
lower highs and lower lows.
• Descending Triangle
A sideways price pattern between two converging trendlines in which the upper
trendline is descending while the lower line is flat. This is generally a bearish
pattern.
• Directional Movement Indicator (DMI)
An indicator that plots a positive +DI line measuring buying pressure and a neg-
ative -DI line measuring selling pressure. The DMI pattern is bullish as long as
the +DI line is above the -DI line. The Average Directional Index line (ADX)
is derived from this system and is based on the spread between the +DI and -DI
lines.
• Distribution
Occurs when the demand of a security is less than the supply. After an advance
in price, a stock may start forming a top and trade sideways for an extended
period. In the mean time, well-informed traders and investors may seek to unload
positions. In that case, the stock is said to have come under distribution. A quiet
distribution period is usually subtle and not enough to put downward pressure on
the price. However, an aggressive distribution will likely put downward pressure
on prices.
• Divergence
It is the opposite of confirmation. It occurs when two or more indicators move
in opposite directions. Traders and investors often look for divergences by com-
paring a stock’s direction to the direction of its indicators. There are two kinds
of divergences: positive and negative. A positive divergence occurs when the in-
dicator moves higher while the stock is declining. A negative divergence occurs
when the indicator moves lower while the stock is rising. For example, a bearish
divergence is when increasing prices are accompanied by falling OBV. Another
example of bearish divergence is when price makes a high, pullback then makes
a higher high; but RSI makes a high, pullback then makes a lower high.
• Double Top
A reversal chart pattern displaying two prominent peaks. The reversal is com-
plete when the support trough is broken. The double bottom is a mirror image of
the top.
• Downtrend
A straight line drawn down and to the right above successive rally peaks. The
longer the down trendline has been in effect and the more times it has been tested,
the more significant it becomes. A violation of the down trendline usually signals
a reversal of the downtrend.
• Envelopes
Also known as trading band. Envelopes are lines that are placed at fixed percent-
ages above and below a moving average line. Envelopes help determine when a
market has traveled too far from its moving average and is overextended.

User Manual for ChartNexus Financial Charting Software

User Manual for ChartNexus Financial Charting Software

Recomendados

Recomendados

Más contenido relacionado

Destacado

Destacado (17)

Similar a User Manual for ChartNexus Financial Charting Software

Similar a User Manual for ChartNexus Financial Charting Software (20)

Último

Último (20)

User Manual for ChartNexus Financial Charting Software