General information
Software Introduction
VIEWS
VIEW BREAKDOWN
- Portfolio Rolling 12 Month Returns
- Portfolio Rolling 24 Month Returns
- Long Positions Breakdown Chart
- Active Symbols
- Current / Projected Positions
- Open Positions
- Portfolio List
- Monthly / Annual Returns
- Portfolio Orders
- Portfolio Symbol Returns
- Portfolio Trade Log
- Portfolio Trade Profile
- Combined Symbol Stats
- Fundamental Snapshot
- Quick Search
- Research
- Symbol History
- Symbol Model Results
- Symbol Stats History
- Symbol Trade Log
- Symbol Trade Profile
- Trend / Resistance / Support
- Queries
- Reports
- Watch List Triggers
- Watch Lists
PERSPECTIVES
PORTFOLIO
QUERY
WATCH LIST
Building a New Watch List
To build a new watch list:
- Click
- from the Watch Lists view (screenshot) to open the watch list wizard. Or click File from the Main Menu Bar and select New Watch List (screenshot).
- Name Your Watch List page: Enter a name for the watch list and then click the Next button (screenshot).
- Watch List Symbols & Triggers page: Add symbols and triggers to the watch list and then click the Next button (screenshot).
- Adding Symbols
- Enter ticker symbols into the Symbol Entry Box separated by spaces or commas — not a combination of BOTH (screenshot). Or copy/paste ticker symbols from a spreadsheet (screenshot).
- Select a VPM Trade System from the drop-down list (screenshot).
- Click the Add Symbols button (screenshot).
- Symbols found in the database will appear in the Watch List Symbols table. Symbols not found in the database will remain in the Symbol Entry Box (screenshot).
- Adding Symbol Triggers
- Click
- from the Symbol Triggers table (screenshot).
- In the Add Symbol Triggers window:
- Select a symbol from the Apply to Symbols column (screenshot).
- Select a trigger from the Trigger Parameter column (screenshot).
- Select an operator from the Trigger Operator column (screenshot).
- Enter a value in the Trigger Value column (screenshot).
- Be sure to use the correct format (e.g. YYYY-MM-DD for dates, 0.15 for 15%) or the trigger will not be valid. Refer to the Triggers Table below for the correct format.
- Click the Add Triggers button (screenshot).
- Removing Symbols
- Select a symbol from the Watch List Symbols table (screenshot).
- Click
- to remove the selected symbol (screenshot).
- Removing Symbol Triggers
- Select a symbol from the Watch List Symbols table (screenshot).
- Select a trigger from the Symbol Triggers table (screenshot).
- Click
- to remove the selected trigger (screenshot).
- Set the Watch List Report Email Preference page: Select when to receive a watch list report email (screenshot).
- Click the Finish button to save the watch list (screenshot).