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Wen User Group: Charting Module

Wen User Group: Charting Module. Presenter: Shaun van den Berg Head of Client Education. Charting Module. Chart Screen Elements The Navigator (Security) Plotting a Security Replacing a Security Plotting Multiple Securities Deleting a Security The Navigator (Indicator)

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Wen User Group: Charting Module

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  1. Wen User Group: Charting Module Presenter: Shaun van den Berg Head of Client Education

  2. Charting Module • Chart Screen Elements • The Navigator (Security) • Plotting a Security • Replacing a Security • Plotting Multiple Securities • Deleting a Security • The Navigator (Indicator) • Plotting an Indicator • Replacing an Indicator • Plotting Multiple Indicators • Deleting an Indicator • The Workspace Menu (Security) • Replacing a Security • Replacing an Indicator • Deleting an Indicator

  3. Charting Module: Screen Elements Presenter: Shaun van den Berg

  4. Charting Module: Screen Elements Navigator - Control centre where securities & indicators are selected Workspace - Area where securities are displayed & analysis done using technical indicators & drawing tools Menu Toolbar - Different menu items do different functions Icon Toolbar - Shortcut menu items Module Toolbars - Switch between modules DataFilter Combo-box - Select JSE Indices

  5. Charting Module: Screen Elements Menu Toolbar Icon Toolbar Navigator Workspace Module Toolbars DataFilter Combo-box

  6. The Navigator Plotting a Security (Navigator) Replacing a Security (Navigator) Plotting Multiple Securities (Navigator) Presenter: Shaun van den Berg

  7. Plotting a Security (Navigator)

  8. Step 1: Click on New Security in the Navigator Step 2: Type the first 3 letters of security or scroll to security Plotting a Security (Navigator)

  9. Plotting a Security (Navigator) Step 1: Select New Security Step 2: Select Security

  10. Step 3: Set Periodicity to Daily Step 4: Set Points to Load as 250 (days) Step 5: Set Points to Advance to 20 (days) Step 6: Click Apply Step 7: Check Save as Default to keep settings (Step 3, 4 & 5) Plotting a Security (Navigator)

  11. Plotting a Security (Navigator) Step 3: Select Periodicity Step 4: Select MaximumPoints Step 5: Select Points to Advance

  12. Plotting a Security (Navigator) Step 7: Save asDefault Step 6: Click Apply

  13. Replacing a Security (Navigator)

  14. Step 1: Click on Security name in the Navigator Step 2: Type first 3 letters of a new security or scroll to security Step 3: Click Apply Replacing a Security (Navigator)

  15. Replacing a Security (Navigator) Step 1: Click on Security name Step 2: Select newSecurity

  16. Replacing a Security (Navigator) Step 3: Click Apply

  17. Plotting Multiple Securities (Navigator)

  18. Step 1: Click on New Security in the Navigator Step 2: Select Security combo-box & type the first 3 letters of a new security or scroll to security Step 3: Click Apply Step 4: Repeat Step 1 to Step 3 for more securities Plotting Multiple Securities (Navigator)

  19. Plotting Multiple Securities (Navigator) Step 1: Click on New Security Step 4: Repeat Step 1 to Step 3 Step 2: Select Security Combo-box Step 3: Click Apply

  20. Deleting a Security (Navigator)

  21. Step 1: Select Security to be deleted in Navigator Step 2: Right-mouse click to open Navigator Menu Step 3: Select Delete Step 4: Repeat Step 1 to Step 3 to delete other securities Deleting a Security (Navigator)

  22. Deleting a Security (Navigator) Step 1: Select Security Step 2: Right Mouse click Step 3: Select Delete

  23. Replacing an Indicator (Navigator)

  24. Step 1: Double-click Security name Step 2: Select Indicator Name Step 3: Select indicator from Indicator Combo-box Step 4: Click Apply Replacing an Indicator (Navigator)

  25. Replacing an Indicator (Navigator) Step 1: Double click Security name Step 2: Select Indicator Step 3: Select Indicator from Combo-box

  26. Replacing an Indicator (Navigator) Step 4: Click Apply

  27. Step 1: Select the “Dustbin” on the Toolbar to delete all Workspaces Step 2: Dialog box appears and asks “Are you sure you wish to delete all from the screen?” Step 3: Click Yes Clear Workspace (all at once)

  28. Clear Workspace (all at once) Step 1: Select Dustbin Step 2: Dialog box appears Step 3: Click Yes

  29. Plotting a second Indicator (Navigator)

  30. Step 1: Double-click Security name Step 2: Select New Indicator Step 3: Select indicator from the Indicator Combo-box (e.g. RSI) Step 4: Click Apply Plotting a second Indicator (Navigator)

  31. Plotting a second Indicator (Navigator) Step 1: Double click Security name Step 2: Select New Indicator Step 3: Select Indicator

  32. Plotting a second Indicator (Navigator) Two Workspaces Step 4: Click Apply

  33. Deleting an Indicator (Navigator)

  34. Step 1: Select the indicator to be deleted in the Navigator Step 2: Right-mouse click to open the Navigator Menu Step 3: Select Delete Step 4: Repeat Step 1 to Step 3 to delete other indicators Deleting an Indicator (Navigator)

  35. Deleting an Indicator (Navigator) Step 1: Select Indicator Step 2: Right Mouse click Step 3: Select Delete

  36. Replacing a Security (Workspace Menu) Replacing a Security (Workspace Menu) Replacing a Security (Workspace Menu)

  37. Step 1: Right-mouse click in Workspace The Workspace Menu will appear Step 2: Select Edit Security from list Step 3: Select new Security from list Step 4: Click OK Replacing a Security (Workspace Menu)

  38. Replacing a Security (Workspace Menu) Step 2: Select Edit Security Step 1: Right Mouse Click

  39. Replacing a Security (Workspace Menu) Step 3: Select Security Combo-box Step 4: Select A new Security From list Step 5: Click OK

  40. Replacing a Security (Workspace Menu) Security replaced

  41. Replacing an Indicator (Workspace Menu)

  42. Step 1: Right-mouse click in the Workspace The Workspace Menu will appear Step 2: Select Edit Indicator from the menu Step 3: Select the indicator combo-box Step 4: Select a new indicator from the list Step 5: Click OK Replacing an Indicator (Workspace Menu)

  43. Replacing an Indicator (Workspace Menu) Step 2: Select Edit Indicator Step 1: Right Mouse click

  44. Replacing an Indicator (Workspace Menu) Step 3: Select Indicator Combo-box

  45. Replacing an Indicator (Workspace Menu) Step 4: Select Indicator from list Step 5: Click OK

  46. Summary: Charting Module (Part 1) • Navigator is the control centre of the Charting Module • Select & change securities & indicators • Workspace Menu - Select & change securities & indicators in a particular Workspace only * Optional

  47. Select Securities to be plotted Change and/or replace Securities Select indicators to be changed and/or replaced Next: Customise with Floating Toolbars Use Security Defaults Use Quick Templates Conclusion: Charting Module (Part 1)

  48. Charting Module (Part 2) What Technical Indicators do I start with? Quick Indicators Quick Templates Presenter: Shaun van den Berg

  49. Ideal company to invest in … 1494% returns 75% loss Make better decisions & more money

  50. Technical Analysis Checklist Trending Up Cycles Moving Averages Trend Lines Overbought/Oversold MACD OBV & VPT Indicators Outperformance/Underperformance Relative StrengthAnalysis

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