Eye in the Sky Trade Planning User Guide

7/31/2019 Eye in the Sky Trade Planning User Guide

1/135

User

Guide

Copyright 2012 Eye in the Sky Trade Planning. All rights reserved.
http://www.etsy.com/shop/wisetails


2/135

CONTENTS

MINIMUM SYSTEM REQUIREMENTS ............................................................................................................................. 1

INSTALLATION ................................................................................................................................................................ 2

Eye in the Sky Trade Planning Setup .......................................................................................................................... 2

Running Eye in the Sky Trade Planning For The First Time ........................................................................................ 2

Software Updates .................................................................................................................................................. 2

Microsoft SQL Server Download & Installation ..................................................................................................... 2

Database Creation ................................................................................................................................................. 2

Data Collection ...................................................................................................................................................... 2

Resizing the Sections of the Screen ....................................................................................................................... 4

Detaching Tabs as Individual Windows ................................................................................................................. 5

Changing the Order of Tabs ................................................................................................................................... 6

FInding Values in Drop Down Lists......................................................................................................................... 7

TOP PANEL ..................................................................................................................................................................... 8

Rapid Fire Ticker Tape ............................................................................................................................................... 8

Filter Tab .................................................................................................................................................................... 9

Customizing The List of Possible Filter Values ....................................................................................................... 9

Changing the Order of the Tabs ........................................................................................................................... 11

Technical Tab ....................................................................................................................................................... 12

Dates .................................................................................................................................................................... 13

Moving Averages ................................................................................................................................................. 14

Insider Trading Tab .............................................................................................................................................. 16

Stock Buybacks Tab ............................................................................................................................................. 17

Ratings Tab .......................................................................................................................................................... 18

Bollinger Bands .................................................................................................................................................... 19

Highs & Lows Tab ................................................................................................................................................. 20

Fundamentals Tab ............................................................................................................................................... 21


3/135

Sector & Industry Tab .......................................................................................................................................... 22

Country Tab ......................................................................................................................................................... 23

Gains & Losses Tab .............................................................................................................................................. 24

Dividends Tab ...................................................................................................................................................... 25

Custom Tab .......................................................................................................................................................... 26

Complete List of Filter Criteria ............................................................................................................................. 27

Field Value Index.................................................................................................................................................. 40

Dashboard Tab ......................................................................................................................................................... 41

The My Rating ...................................................................................................................................................... 42

Customizing the Dashboard ................................................................................................................................. 43

Fundamentals Tab ................................................................................................................................................... 46

Fiscal YTD Financials ............................................................................................................................................ 46

Annual Financials ................................................................................................................................................. 47

Quarterly Financials ............................................................................................................................................. 48

EPS Trends Tab ........................................................................................................................................................ 49

Pivot Points Trends Tab ........................................................................................................................................... 50

Observations & Timing Tab...................................................................................................................................... 51

Observations Section ........................................................................................................................................... 51

Timing Section ..................................................................................................................................................... 52

Notes Tab ................................................................................................................................................................. 55

Data Collection Tab .................................................................................................................................................. 56

Import Tab ............................................................................................................................................................... 58

Importing Ticker View Assignments .................................................................................................................... 59

Creating Gains & Losses Import Definitions ........................................................................................................ 60

Export Tab ................................................................................................................................................................ 61

Exporting Tickers ................................................................................................................................................. 61

Exporting Historical Prices ................................................................................................................................... 63


4/135

My Exports ........................................................................................................................................................... 64

Help Videos Tab ....................................................................................................................................................... 68

STOCK DATA GRID........................................................................................................................................................ 69

Finding A Ticker ................................................................................................................................................... 70

Sorting.................................................................................................................................................................. 71

Column Designer ................................................................................................................................................. 72

Row Numbers ...................................................................................................................................................... 73

Slide Show............................................................................................................................................................ 74

CENTER PANEL (Views, Filtering & My Web Pages) ..................................................................................................... 75

My Filters ............................................................................................................................................................. 77

User Defined Views.............................................................................................................................................. 78

My Web Pages ..................................................................................................................................................... 80

DATA VIEW .................................................................................................................................................................. 82

Web Browser Tab .................................................................................................................................................... 83

Navigation ............................................................................................................................................................ 83

Printing ................................................................................................................................................................ 84

Insider Trading Tab .................................................................................................................................................. 85

Stock Buybacks Tab ................................................................................................................................................. 86

Ratings Tab .............................................................................................................................................................. 87

Industry Peers Tab ................................................................................................................................................... 88

Historical Prices Tab ................................................................................................................................................. 89

Gains & Losses Tab .................................................................................................................................................. 90

Dividends Tab .......................................................................................................................................................... 92

Sector/Industry Analysis Tab ................................................................................................................................... 93

Notifications Tab ...................................................................................................................................................... 94

View Assignment History ......................................................................................................................................... 95

Printing Reports ........................................................................................................................................................... 96


5/135

Ticker Details ........................................................................................................................................................... 96

Filter Assistant Form .................................................................................................................................................... 98

My Filter Sets ........................................................................................................................................................... 99

My Favorites .......................................................................................................................................................... 100

Settings Screen .......................................................................................................................................................... 101

Commissions & Fees Tab ....................................................................................................................................... 102

Calculations Tab ..................................................................................................................................................... 104

Indicators Tab .................................................................................................................................................... 104

Gains & Losses Tab ............................................................................................................................................ 107

Rapid Fire Ticker Tape Tab ..................................................................................................................................... 108

Slide Show TAB ...................................................................................................................................................... 109

Appearance Tab ..................................................................................................................................................... 110

Colors ................................................................................................................................................................. 110

Importing Tab ........................................................................................................................................................ 112

Gains & Losses ................................................................................................................................................... 112

Ticker View Assignments ................................................................................................................................... 113

Generic Gains & Losses CSV Import File Layout ................................................................................................ 114

Exporting Tab ......................................................................................................................................................... 115

Tickers ................................................................................................................................................................ 115

Defaults Tab ........................................................................................................................................................... 116

Notifications Tab .................................................................................................................................................... 117

Timing Notifications ........................................................................................................................................... 117

Data Administration Screen ....................................................................................................................................... 119

Reload Defaults Tab ............................................................................................................................................... 120

Clear Tables Tab ..................................................................................................................................................... 121

Validation Tab ........................................................................................................................................................ 122

Export Tab .............................................................................................................................................................. 123


6/135

Import Tab ............................................................................................................................................................. 124

Database Configuration File (Optional) ..................................................................................................................... 125

File Name ............................................................................................................................................................... 125

File Contents .......................................................................................................................................................... 125

Database Administration ........................................................................................................................................... 126

Action List .............................................................................................................................................................. 126

REGISTRATION ........................................................................................................................................................... 128

SUPPORT .................................................................................................................................................................... 129


7/135

Page 1

MINIMUM SYSTEM REQUIREMENTS

Operating

System

Windows XP, Vista or 7

Macintosh requires Parallels or Fusion

CPU Intel Pentium 800 MHz (or AMD equivalent)

Memory 1 GB

Disk Space 2 GB

Screen

Resolution1280 x 1024


8/135

Page 2

INSTALLATION

EYE IN THE SKY TRADE PLANNING SETUP

The latest copy of the software can be downloaded from the following official Web Site:

http://www.eyeintheskyscreener.com

Double click on the Eye in the Sky Screener Setup.exe that you downloaded. Click the Allow option if Windows

User Account Control displays a message.

RUNNING EYE IN THE SKY TRADE PLANNING FOR THE FIRST TIME

SOFTWARE UPDATES

You may be notified that there is a software update available. If this message appears, click the Yes button and

complete the setup for the new version of Eye in the Sky Trade Planning.

MICROSOFT SQL SERVER DOWNLOAD & INSTALLATION

If Microsoft SQL Server is not installed on your machine you will be prompted to download and install it. Once

Microsoft SQL Server is installed the software will exit. Simply start Eye in the Sky Trade Planning again by using

the icon you created on the desktop or quick launch bar, or by selecting it from the All Programs group of the Start

Button.

DATABASE CREATION

The first time you run the software, it will create the database. This process may take up to a minute. Please do

not close the program while this process is running. This process creates the SQL Server Database that stores all

the data for the software. In addition, it loads some default data.

DATA COLLECTION

Eye in the Sky Trade Planning will begin to gather the stock information once you have closed the Help Video

Notification screen. This process takes roughly 45 minutes the first time. Data includes 3 years of historical prices

for each of the 6,700+ stocks. The data is incremental so it will update much quicker on the following days.
http://www.eyeintheskyscreener.com/http://www.eyeintheskyscreener.com/http://www.eyeintheskyscreener.com/


9/135

Page 3

The data will refresh after the market closes each day once the historical price data becomes available from

Google Finance.


10/135

Page 4

RESIZING THE SECTIONS OF THE SCREEN

There are two methods to resizing the screen:

RESIZER BARS

You will notice that there is a wide black line between the Top Panel and bottom section of the screen. This is

known as a resize bar. There is also a resize bar located between the Stock Data Grid and the Data View sections.

You can use your mouse to drag these bars, and resize the screen to suit your needs. Put your mouse over the

resize bar until the cursor changes to one of the resizing cursors shown below.

The horizontal resize cursor.

The vertical resize cursor.

MINIMIZE/MAXIMIZE BUTTON

You can click the maximize/minimize button on the right side of the screen to resize the top and bottom regions of

the screen.

The maximize button will shrink the top half of the screen so that more of the data below can

be viewed. This can be very helpful when you are viewing web pages.

The minimize button will expand the top half of the screen back to its original size.


11/135

Page 5

DETACHING TABS AS INDIVIDUAL WINDOWS

You can right click on just about any tab and select Detach. This will bring up a separate window that you can drag

to a different monitor. Most of these windows allow resizing so that you can make them as big or small as you

want. To re-attach the window to the tab bar, simply close the individual window, and it will be re-added to the

tab area where you detached it.


12/135

Page 6

CHANGING THE ORDER OF TABS

You can drag a tab to a different position by clicking on it and holding down the mouse button, as you drag it to the

left or right. This allows you to organize the tabs in any way you like.


13/135

Page 7

FINDING VALUES IN DROP DOWN LISTS

Some of the lists have many items. For example, the Field Name lists in the Custom Filter tab contain hundreds of

items. You can quickly filter what is contained in the box by typing while on the drop down list box.

Go to the drop down box by tabbing to it or clicking on it with your mouse. Start typing part of the name you are looking for. A screen will appear showing what you type. The results will be narrowed to only items containing what you type. You can search on multiple partial words by separating them with a space. For example, if you type eps

aver the results will only show items that contain both of these strings in them.


14/135

Page 8

TOP PANEL

RAPID FIRE TICKER TAPE

The area just right of the menu is known as the Rapid Fire Ticker Tape. It shows important information related to

the stocks you currently have in your Views.

The notifications can be configured to include the following:

Earnings Report scheduled Upgrades & Downgrades Insider Transactions

It rotates through the different messages at an interval that you can define in the Settings screen. If you want

more information on a particular message you can simply double-click it, and it will navigate to that stock forfurther investigation. You can change the settings for the Rapid Fire Ticker Tape in the Settings Screen under the

Tools menu.


15/135

Page 9

FILTER TAB

The Filter tab contains all the filtering capabilities of the software. The following section will discuss each section

in more detail.

CUSTOMIZING THE LIST OF POSSIBLE FILTER VALUES

You can specify the values that appear in some of the lists. For example, if you right click with your mouse on the

list under Full Stochastics, you will see the menu option Change Values. If you select this option, you will be

presented with the Filter Values screen. You can change the values for all drop down lists in the filter section of

the screen.

Deleting a

Value

Click the row selection button to the left of the row you want to remove.

Press the Delete key on your keyboard.

Alternatively, you can right click on the row(s) that are selected and select Delete SelectedRow(s) from the menu that appears.

Adding a Value Click in the value cell in the row that has an * asterisk next to it.

Enter a value.

Press the Tab key on the keyboard.


16/135

Page 10

Save Button Click this button if you want to save the changes.

Cancel Button Click this button if you want to abandon the changes.

You can remove rows by simply pressing the Delete key on your keyboard or right clicking and selecting DeleteSelected Row(s) from the menu that appears.


17/135

Page 11

CHANGING THE ORDER OF THE TABS

You can simply drag and drop any filter tab to a new location if you want to re-order them. Simply click and hold

the mouse button on the tab you would like to move, then drag it to its new location and release the mouse

button.


18/135

Page 12

TECHNICAL TAB

Patterns Daily chart patterns.

You can select multiple patterns in this box by holding down the Control key on the keyboard,

as you left click each item with your mouse.

Candlesticks The type of candle representing the last closing day.

You can select multiple candlesticks in this box by holding down the Control key on the

keyboard, as you left click each item with your mouse.

Full Stochastics The Full Stochastics (14, 3, 3) have been calculated for all stocks that have Historical Price data

available on Yahoo Finance. This allows you to select stocks that are either in an Overbought or

Oversold state. You can select either one of the fields or both together to create a range. Both

the K% and D% indicators are provided.

Oversold stocks typically have a value less than 20. Overbought stocks typically have a value greater than 80.

Price This filter option allows you to only display the stocks with a certain stock price range.

You can hide the stocks that are under $1 if you select 1 in the >= box. You can also specify a Average The percent above the average volume. If you select a value of 200, itindicates that stocks that have double the average volume will be displayed. Note, the

volume data is from the last import process that should have been started at end of

day on the last market day.

Daily Minimum - The minimum daily volume. If you select 50,000 from this list, onlystocks with a volume of 50K will be shown.


19/135

Page 13

DATES

Next Earnings

Report

This option allows you to show the stocks that have an earnings report scheduled for the

number of days you select from this box. For example, if you select 3 in the box, the stocks that

expect an earnings report in the next 3 days will be displayed.

Ex-Dividend

Date

This option allows you to show the stocks that have an ex-dividend date scheduled for the

number of days you select from this box. For example, if you select 3 in the box, the stocks that

have an ex-dividend date in the next 3 days will be displayed.

Dividend Date This option allows you to show the stocks that have a dividend distribution date scheduled for

the number of days you select from this box. For example, if you select 3 in the box, the stocks

that have an dividend date in the next 3 days will be displayed.


20/135

Page 14

MOVING AVERAGES

SMAs % Distance from Current Price

These filter selections allow you to select the percentage that the SMA is from thecurrent price. If you select 1% from the 20 Day SMA drop down, then you are

indicating that you would like to see stocks that have a current price within 1% of the

20 Day SMA.

Crossovers

These filter selections allow you to select the percentage that two different type ofSMAs are from each other. If you select 1% from the 20 & 50 Day Crossover drop

down, then you are indicating that you would like to see the stocks that have a 20 Day

SMA that is 1% from the 50 Day SMA.

EMAs % Distance from Current Price

These filter selections allow you to select the percentage that the EMA is from thecurrent price. If you select 1% from the 20 Day EMA drop down, then you are


20 Day EMA.

Crossovers

These filter selections allow you to select the percentage that two different type ofEMAs are from each other. If you select 1% from the 20 & 50 Day Crossover drop

down, then you are indicating that you would like to see the stocks that have a 20 Day

EMA that is 1% from the 50 Day EMA.

User Defined

MAs

% Distance from Current Price

These filter selections allow you to select the percentage that the user defined movingaverage is from the current price. If you select 1% from the drop down, then you are

indicating that you would like to see stocks that have a current price within 1% of theuser defined moving average.

Crossovers

These filter selections allow you to select the percentage that two different type ofuser defined moving averages are from each other. If you select 1% from the drop

down, then you are indicating that you would like to see the stocks that have the two

stated moving averages that percentage away from each other.


21/135

Page 15


22/135

Page 16

INSIDER TRADING TAB

Transaction

Type

You can select one or more transaction types.

Relationship This option allows you to filter on the relationship of the person who placed the insider

transaction with respect to the company:

Insiders - Individuals who work for the company. Institutions - 10% owners and other parties that do not directly work for the company.

Within Days The number of days that the insider transaction occurred. For example, if you select 5 from this

list, then only the records that had an insider transaction within the last 5 days will be

displayed.

Transaction

Value >=

You can indicate the minimum value of the insider transactions. If you select 50,000 from this

list, then only insider transactions of $50,000 or more will be considered.

Insider

Ownership

You can specify a range of how much insider ownership exists.

Institutional

Ownership

You can specify a range of how much institutional ownership exists.


23/135

Page 17

STOCK BUYBACKS TAB

Within Days The number of days since the announcement was made. For example, if you select 5 from this

list, then only the stock buyback programs that were announced within the last 5 days will be

displayed.

Value >= You can indicate the minimum value of the stock buyback programs. If you select 1,000,000

from this list, then only stock buyback programs of $1,000,000 or more will be considered.

Shares >= You can indicate the minimum number of shares for the stock buyback programs. If you select

250,000 from this list, then only stock buyback programs with 250,000 shares or more will beconsidered.


24/135

Page 18

RATINGS TAB

Within Days You can select stocks based on when a rating was issued. For example, if you select a value of

5, this indicates that only stocks with a rating issued within the last 5 days will be shown.

Type You can select stocks based on the type of rating that was issued.

Analyst You can select stocks based on the analyst that issued the opinion.

MSN

StockScouter

Rating

You can select stocks based on the MSN StockScouter Rating system.

TheStreet

Rating

You can select stocks based on one or more ratings from TheStreet website.

My Rating You can select stocks based on the value calculated for My Rating on the Dashboard.


25/135

Page 19

BOLLINGER BANDS

SMA (20, 2) Bollinger Bands based on the 20 Day Simple Moving Average.

These filter selections allow you to select the percentage that the band is from thecurrent price. If you select 1% from the Upper or Lower drop down, then you are


band you selected.

Crossover

This filter selection allows you to select the percentage that the two bands are fromeach other. If you select 1% from the Crossover drop down, then you are indicating

that you would like to see the stocks that have an Upper Band that is 1% from the

Lower Band.

EMAs (20,2) Bollinger Bands based on the 20 Day Simple Moving Average.

These filter selections allow you to select the percentage that the band is from thecurrent price. If you select 1% from the Upper or Lower drop down, then you are


band you selected.

Crossover

This filter selection allows you to select the percentage that the two bands are fromeach other. If you select 1% from the Crossover drop down, then you are indicating

that you would like to see the stocks that have an Upper Band that is 1% from the

Lower Band.


26/135

Page 20

HIGHS & LOWS TAB

52 Week Low You can specify the percentage that the current price is above the 52 week low.

A negative value would indicate that the current price is below the 52 week low.

52 Week High You can specify the percentage that the current price is below the 52 week high.

A negative value would indicate that the current price is above the 52 week high.

50 Day Low You can specify the percentage that the current price is above the 50 day low.

A negative value would indicate that the current price is below the 50 day low.

50 Day High You can specify the percentage that the current price is below the 50 day high.

A negative value would indicate that the current price is above the 50 day high.


27/135

Page 21

FUNDAMENTALS TAB

Qtr/Qtr Growth You can specify the minimum percentage increase quarter over quarter sales growth.

PE Ratio You can specify the minimum and/or maximum Price/Earnings Ratio values.

Forward PE Ratio You can specify the minimum and/or maximum Forward Price/Earnings Ratio values.

PEG Ratio You can specify the minimum and/or maximum Price/Earnings to Growth Ratio values.

ROE You can specify the minimum and/or maximum Return on Equity values.


28/135

Page 22

SECTOR & INDUSTRY TAB

Sector You can narrow the stocks that are displayed by one or more sectors.

NOTE: The industry list will only contain the industries that are associated the sector(s) that are

selected.

Industry You can narrow the stocks that are displayed by one or more industries.


29/135

Page 23

COUNTRY TAB

Country You can select one or more countries in this box by holding down the Control key on the

keyboard. To deselect a country simply hold the Control key down and click that country a

second time.


30/135

Page 24

GAINS & LOSSES TAB

Show Only

Gains & Losses

If this box is checked, only the tickers that have a gain or a loss are displayed.

Date Range The Predefined list contains a Month-To-Date, Year-To-Date and the two most current years.

You can use the start and end date boxes to specify the date range of the gains and losses you

want to display. This date applies to the Closing Date of when you sold the stock and realized

the gain or loss.

You can click the down arrow button to the right of each date to bring up a selection box. If you

click the section at the top that contains the month and year, it will bring up a monthly view

that allows you to quickly navigate to a different month.

If you select All Tickers in the Display box on the left, then all gains and losses data will be

displayed in the lower Gains & Losses tab.

Brokerage Select one or more brokerages to filter on.

Account Name Select one or more account names to filter on.

NOTE: This field is optional in the gains and losses import definition. This box may be blank if

you did not define account names when you setup the gains and losses import definitions.


31/135

Page 25

DIVIDENDS TAB

Show Only

Dividends

If this box is checked, only the tickers that have a dividend associated with them are displayed.

Date Range The Predefined list contains a Month-To-Date, Year-To-Date and the two most current years.

You can use the start and end date boxes to specify the date range of the dividends you want to

display.

You can click the down arrow button to the right of each date to bring up a selection box. If you

click the section at the top that contains the month and year, it will bring up a monthly view

that allows you to quickly navigate to a different month.

If you select All Tickers in the Display box on the left, then all dividends data will be displayed in

the lower Dividends tab.

Account Name Select one or more account names to filter on.

NOTE: This field is optional. This box may be blank if you did not define account names when

you entered dividends.


32/135

Page 26

CUSTOM TAB

This tab allows you to specify your own criteria that may not exist on the other tabs. This is by far one of the most

powerful aspects of Eye in the Sky Trade Planning.

This button will open the Filter Assistant. This screen allows you to intuitively build the filter

criteria from hierarchical lists.

Field Name The name of the field you want to specify criteria for.

Operator The operator is used to compare the value of the field indicated against either the value

specified of the second field specified.

Field Name

(Optional)

You can compare two different fields against each other if you specify select a field from this

list.

For example, you can compare performance between two time periods (i.e. Month and Week).

Select the blank item in the list to clear the field name.

Value The value that you want to compare the stocks field value against.

For example, You can select Price as the Field Name, is greater than as the Operator and specify

1 as the value. This would translate as show the stocks that have a price greater than $1.

Please refer to the table under the Field Descriptions Section of this document for values.

NOTE: You cannot specify both a Value and a Field Name (Optional) on the same row.

Removing a row:

Press the Escape key on the keyboard. Click the button to the left of the row. Press the Delete key on the keyboard or right click and select Delete Selected Row(s) from the menu

that appears.


33/135

Page 27

COMPLETE LIST OF FILTER CRITERIA

The following section contains a complete list of the criteria available in Eye in the Sky Trade Planning:

TECHNICAL

Patterns Candlesticks Technical Indicators:

Aroon:o Upo Down

Average Directional Index (ADX):o +DIo -DI

Average True Range (ATR) Bollinger Bands:

o Based on 20 Day SMAo Based on 20 Day EMA

Commodity Channel Index (CCI) Detrended Price Oscillator (DPO) Force Index Keltner Channel:

o Upper Channelo Lower Channel

Moving Averages:o Simple (SMAs)o Exponential (EMAs)

Moving Average Convergence-Divergence (MACD):o Signalo Histogram

On Balance Volume (OBV):o Directiono Duration

Pivot Points:o Standard:

Pivot Point

S1 S2 R1 R2

o Fibonacci Pivot Point S1 S2


34/135

Page 28

S3 R1 R2 R3

Rate Of Change (ROC)

Relative Strength Index (RSI) Stochastics:

o Fasto Slowo Full

Volatility:o Betao Weeko Month

Williams %R:o 14 Days (Default)o 3 User Defined

Optionable Shorting:

o Shortableo Float Shorto Short Ratio

Price:o Opening Price:

% From Latest High % From Latest Low % Change From Previous Closing Price Trend:

Direction Duration

o Closing Price: % From Opening Price % From Previous Closing Price % From Latest High % From 50 Day High % From 50 Day Low % From 52 Week High % From 52 Week Low % From Latest Low Trend:

Direction Duration

o High Price: Trend:

Direction


35/135

Page 29

Durationo Low Price:

Trend: Direction Duration

Historical Price Count Volume:

o Current Volumeo Daily Average Volumeo Relative Volumeo Trend:

Direction Duration

Performance:o Weeko Montho Quartero 6 Monthso YTDo Past 12 Months


36/135

Page 30

FUNDAMENTAL

YTD Totals:o Number of Quarterso Saleso

Net Income

Annual Reports (4 Most Recent)o Saleso Net Incomeo Casho Total Debt

Quarterly Reports (5 Most Recent)o Saleso Net Incomeo Casho Total Debt

Dateso Next Earnings Report

Dividendso Ex-Dividend Dateo Dividend Dateo Dividend Rateo Dividend Payout Ratio

Index Membership:o Dow Joneso S&P 500

Returns:o Return on Assetso Return on Equityo Return on Investments

Marginso Gross Margino Operating Margino Profit Margin

Ratios:o Price To Earnings (P/E) Ratioo Forward Price To Earnings (Forward P/E) Ratioo Price/Earnings To Growth (PEG) Ratioo Price To Sales (P/S) Ratioo Price To Book (P/B> Ratioo Price To Cash (P/C) Ratioo Price To Free Cash Flow Ratioo Current Ratioo Quick Ratioo Long Term Debt To Equity


37/135

Page 31

o Total Debt To Equityo Dividend Yieldo Payout Ratio

Ownership:o Insidero

Insider Transactions

o Institutionalo Institutional Transactions

EPS Growth:o YTDo Trailing 12 Monthso Quarter Over Quartero Next Yearo Past 5 Yearso Next 5 Years

Sales Growth:o Quarter Over Quartero Past 5 Years


38/135

Page 32

DEMOGRAPHIC

Ticker Company Name Exchange Sector Industry Country Market Cap Shares Outstanding Shares Float


39/135

Page 33

STOCK BUYBACK PROGRAM ANNOUNCEMENTS

Announcement Date Minimum Number of Shares Minimum Value


40/135

Page 34

INSIDER TRADING

Transaction Type Relationship to Company Number of Days Ago Minimum Transaction Value


41/135

Page 35

ANALYST OPINIONS

Analyst Recommendation Price Targets

o Meano Mediano Higho Low

Upgrades & Downgradeso Number of Days Agoo Analysto Type (i.e. Buy to Hold, Hold to Sell, etc.)

Average EPS Estimates High EPS Estimates Low EPS Estimates

Current Quarter:o Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago

Next Quartero Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago

Current Year:o Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago

Next Yearo Currento 7 Days Agoo 30 Days Agoo 60 Days Agoo 90 Days Ago

Current Quarter:o Currento

7 Days Agoo 30 Days Ago

o 60 Days Agoo 90 Days Ago




Current Quarter:o Currento

7 Days Agoo 30 Days Ago

o 60 Days Agoo 90 Days Ago





42/135

Page 36

RATINGS

My Rating Calculated based on your personal trading rules defined in the dashboard. MSN StockScouter Rating TheStreet Rating


43/135

Page 37

TRADE PLANNING

Trade Plans (Plan up to five different positions for each stock. Filter based on Risk-to-Reward Ratio tofocus on the most profitable trades with the least amount of risk associated with them.

o Entry Priceo

Shares

o Market Valueo Stop Loss

Potential Loss Potential Loss %

o 1st Price Target Potential Gain Potential Gain % Risk-to-Reward Ratio

o 2nd Price Target Potential Gain Potential Gain % Risk-to-Reward Ratio

Observations:o Short Termo Medium Termo Long Termo General

Notes (Trade Journal)


44/135

Page 38

VIEW ASSIGNMENTS

Date Assigned The date the stock was assigned to the view. % Change Since Assignment The percentage difference between the closing price when the stock was

assigned to the view and the current closing price.


45/135

Page 39

GAINS & LOSSES

Date Range Filter results to show only the stocks that have realized gains & losses associated with them.


46/135

Page 40

FIELD VALUE INDEX

This section describes the value in the fields available in the Custom Filter Field Name lists. Here are some values

that may not be straight forward in the following table.

Market Cap 1 = Million

1,000 = Billion

50 Day High This shows the percentage of the distance that the 50 Day High is compared to the current

Price.

50 Day Low This shows the percentage of the distance that the 50 Day Low is compared to the current

Price.

52 Week High This shows the percentage of the distance that the 52 Week High is compared to the currentPrice.

52 Week Low This shows the percentage of the distance that the 52 Week Low is compared to the current

Price.

Annual

Financials

The Year 1 through Year 4 fields represents the financial data imported from Google Finance.

Year 1 is the most recently reported Annual financial report.

Quarterly

Financials

The Quarter 1 through Quarter 5 fields represents the financial data imported from Google

Finance. Quarter 1 is the most recently reported Quarterly financial report.

Projected Sales

& Net Income

The Projected Sales & Net Income fields are the Fiscal YTD Totals of the Quarters reported since

the last Annual Report.

S&P 500 A True value in this field will show the stocks that belong to Standard & Poors 500.

DJIA A True value in this field will show the stocks that belong to the Dow Jones Industrial Average.


47/135

Page 41

DASHBOARD TAB

The Dashboard tab allows you to create a mile-high view of the pros and cons about the stocks you are

considering. You can fully customize the criteria on this screen to fit your needs.

You can tell a lot just by looking at the color of the cells. Here is a description of how the colors are determined for

the cells:

Green If only PRO rules are satisfied. Yellow If only WARNING rules are satisfied. Red If any ERROR rules are satisfied. Gray No rules were satisfied.

If you hold your mouse over the blue information boxes, you will see the specific warning(s) associated with that

cell.


48/135

Page 42

THE MY RATING

The My Rating field calculates the overall rating for each stock based on the number of PRO, WARNING and ERROR

conditions that are met.

The best possible rating is 10. The worst possible rating is 0.

Each stock starts with a base rating of 5. The rating is then adjusted based on the following rules.

Rule Type Rating Impact

PRO The combined impact of all PRO rules is 5 positive points. Each PRO rule is

weighted based on the total number of PRO rules.

If all PRO rules conditions are met, then 5 will be added to the base rating.

WARNING The combined impact of all WARNING rules is 1 negative point (20% of possible 5

negative points).

If all WARNING conditions are met, then 1 will be subtracted from the rating.

ERROR The combined impact of all ERROR rules is negative 4 points (80% of possible 5

negative points).

If all ERROR conditions are met, then 4 will be subtracted from the rating.

If you hover over the red exclamation point next to the My Rating field, you will see the number of each type of

rule that is satisfied along with the total number of rules defined for that type of condition.


49/135

Page 43

CUSTOMIZING THE DASHBOARD

You can change the text and the underlying rules that dictate the colors and messages. You can also copy or move

cells by holding the mouse down on one cell and dragging it to another. Then simply select Copy or Move from the

menu that appears when you let go of the mouse. Finally, you can quickly clear the text and rules for a cell by

selecting the Clear option.

DASHBOARD TEXT

You can change the labels of the grouping boxes by right clicking on them and selecting Change Text

Simply enter or change the text you would like to appear, and then press the Save button. If you didnt want to

change the text, click the Cancel button.


50/135

Page 44

DASHBOARD RULES

To change the text on the individual cells you either can double-click it with your mouse, or right click it and select

Change Rules from the menu that appears.

You can change the text of the cell on this screen by entering or changing the value in the Text box at the top.

Type The Types control what color the cell is when it meets the criteria you enter, and what message

will be displayed:

PRO - Green WARNING - Yellow ERROR Red

NOTE: If the cell meets the criteria of more than one rule, it will appear as the color of the most

severe Type. For example, if your stock meets and PRO criteria and an ERROR criteria than the

cell will appear red in color.

? This button will open the Filter Assistant. This screen allows you to intuitively build the criteria

from hierarchical lists.

Field Name The name of the field you want to specify criteria for.

Operator The operator is used to compare the value of the field indicated against either the value

specified of the second field specified.

Field Name

(Optional)

The name of the second field to compare the field value against.


51/135

Page 45

Select the blank item in the list to clear the field name.

Value The value that you want to compare the stocks field value against.

NOTE: You cannot specify both a Value and a Field Name (Optional) on the same row.

You can remove a row by simply pressing the Delete key on your keyboard or right clicking and selecting Delete

Selected Row(s) from the menu that appears.


52/135

Page 46

FUNDAMENTALS TAB

This tab is divided into 3 sections:

Forecasts

Annual Financials Quarterly Financials

FISCAL YTD FINANCIALS

This section is calculated by totaling the quarterly values since the last annual report was released.


53/135

Page 47

ANNUAL FINANCIALS

This section contains the Annual Sales, Net Income, Cash and Total Debt from Google Finance. In addition, a

percentage was calculated to show the difference between each value compared to the previous year.


54/135

Page 48

QUARTERLY FINANCIALS

This section contains the Quarterly Sales, Net Income, Cash and Total Debt from Google Finance. In addition, a

percentage was calculated to show the difference between each value compared to the previous quarter.


55/135

Page 49

EPS TRENDS TAB

This tab contains the average EPS Estimates by analysts. The values are color coded from right to left. A green

field indicates that the estimate was raised from a previous period. A red field indicates that estimate was lowered

from a previous period.


56/135

Page 50

PIVOT POINTS TRENDS TAB

This tab contains the Standard and Fibonacci Pivot Points. Each level is displayed, along with the percentage

distance from the most recent closing price.


57/135

Page 51

OBSERVATIONS & TIMING TAB

This tab is divided into two sections. The left side of the screen is where you can record general observations

about a stock. The right side of the screen is where you can plan your entry and exit for a stock.

OBSERVATIONS SECTION

Short Short term observations about the trend and/or pattern.

Medium Medium term observations about the trend and/or pattern.

Long Long term observations about the trend and/or pattern.

Observations More specific observations about price, trend, pattern etc. can be recorded in the observations

box. This is completely free-form so you can record any observations that are pertinent. The

following annotations can make reading my observations quicker:

+ Pros (i.e. EMAs, Volume, Insider Buying, placement of current price to a nearby support

level in an upward trending channel, etc.) Allows you to wrap up what you find duringmy research in one location. Alternatively, dashboard cells can be set to show a color for

different rules. See theDashboardsection to learn more.

- Cons (i.e. Insider Selling, etc.)

= Neutral Various observations that may not have particular impact either way. For

example, the relationship of current price to a support or resistance level.

You can insert the current date and time at your current location if you press the Control and D

keys on your keyboard at the same time.


58/135

Page 52

TIMING SECTION

The timing section allows you to enter up to 5 positions to plan your scaling in and out of a trade. In addition,

there is a Summary tab that shows the net effect of your positions based on the most recent closing price.

The Risk-To-Reward Ratio is color coded as follows to reflect how profitable the trade might be as compared to the

risk that is involved:

< 1 = Red 1 = Yellow > 1 = Green

You can increment the values in these fields by clicking the up and down buttons next to them. To change the

increment value, go to the Defaults tab of the Settings screen.

Entry Price Enter the price that you are planning to purchase the stock for.

Shares Enter the number of shares you are planning to purchase.

NOTE: You can specify a default value for this field on the Default tab of the Settings Screenbased on the desired Market Value or the literal number of shares you want entered.

This button allows you to take the values entered on the position and create a gains or loss

record from it.

Market Value This value is calculated based on the Entry Price and Shares values that you enter.

Average Cost This value reflects the weighted average of all Entry Prices in all 5 positions. The value is

weighted by the number of shares on each position.

Stop Loss Enter the price in which you would like to exit your position if the price moves against you.

When you leave this box the Potential Loss and % of Market Value is automatically calculated.

Obj 1 Enter the price at which you are planning to take profits.


59/135

Page 53

(Price Target 1)

When you leave this box the Potential Profit, % of Market Value, and Risk to Reward Ratio are

automatically calculated.

Obj 2

(Price Target 2)

Enter the price at which you are planning to take additional profits if the stock continues in a

positive direction.

When you leave this box the Potential Profit, % of Market Value, and Risk to Reward Ratio are

all calculated.

NOTE: Your commission fees and additional fees are applied to the Potential Profit and Loss values that are

calculated.

SUMMARY TAB

Closing Price The most recent reported closing price of the stock. You can change this value for a what if

analysis.

Shares The total number of shares entered in all 5 positions.

Market Value The market value based on the most recent closing price and the total number of shares in all 5

positions.

Average Cost This value reflects the weighted average of all Entry Prices in all 5 positions. The value is

weighted by the number of shares on each position.

Net Gain or

Loss

This value reflects the net gain or loss based on the entry prices and shares specified in all 5

positions compared against the most recent closing price.

% This value reflects the percentage net gain or loss as a percentage of the market value.


60/135

Page 54

CREATE GAIN OR LOSS SCREEN

Entry Price The price you paid for the stock.

Closing Price The price you sold the stock for.

Shares The number of shares you purchased.

Gain or Loss The calculated gain or loss based on the number of shares, entry price, closing price, and your

commissions and brokerage fees.

Opening Date The date you purchased the stock.

Closing Date The date you sold the stock.

Commissions

& Fees

You can use this field to override the calculated values if they were different. Simply enter a new

value, or enter 0 or clear the field to indicate that it should calculate the value again.


61/135

Page 55

NOTES TAB

The Notes tab can be used to keep notes about a particular stock of interest. It is free form in nature and support

returns. So you can write separate paragraphs if necessary.

You can insert the current date and time at your current location if you press the Control and D keys on your

keyboard at the same time.


62/135

Page 56

DATA COLLECTION TAB

Import Tickers

from Finviz

This process gets the basic stock information from Finviz.

Import DJIA

and S&P 500

Membership

From Finviz

This process assigns the tickers to the Standard & Poors 500 and Dow Jones Industrial Average.

You can use these values in the Custom Filter tab by selecting either of these 2 fields and

putting a value of True in the Value column.

Import

Optionable and

Shortable From

Finviz

This process imports the Optionable and Shortable flags.

You can use these values in the Custom Filter tab by selecting either of these 2 fields and

putting a value of True in the Value column.

Import Patterns

from Finviz

This process gets all the Patterns from Finviz.

Import

Candlesticks

from Finviz

This process gets all the Candlesticks from Finviz.

Import Insider

Trading from

Yahoo Finance

This process gets the Insider Transactions from Yahoo Finance.

Import Ratings

from

Briefing.com

This process gets all the Ratings from Briefing.com.

Import

Fundamentals

from Google

This process gets the Quarterly and Annual Sales, Net Income, Total Debt and Cash from Google

Finance for the Fundamentals tab.


63/135

Page 57

Finance

Calculate

Forecasts

This process calculates the Forecasts based on the Quarterly Fundamental data.

Import

Historical Prices

From Google

Finance

This process imports the Historical Prices from Google Finance. This data is used to calculate

the various indicators.

Calculate

Indicators

This process calculates all of the technical indicators.

Import Gains &

Losses

This process imports your gains and losses from your broker. This information can be displayed

in the Gains & Losses tab.


64/135


65/135

Page 59

IMPORTING TICKER VIEW ASSIGNMENTS

Select a view name or right click and select Create from the Import Ticker View Assignments List on the Import tab.

View Select the view to assign the tickers to.

File Select the file that contains the comma separated ticker list.

Import Click this button to import the Tickers.

When you click the Import button you will see the following information appear at the bottom of the

screen. You can click the Cancel button to stop the import.

Cancel Click this button to close the screen or stop the import.


66/135

Page 60

CREATING GAINS & LOSSES IMPORT DEFINITIONS

Brokerage Select the brokerage.

Incremental Check this box to prevent clearing the gains and losses data during each import.

File Select the file that contains the gains and losses.

Save Click this button to save the gains and losses import definition.

Cancel Click this button to discard the new definition.

Once the definition is created, it can be run by simply selecting the item from the list. Remember to always put

your gains and losses file in the same location with the same name as you indicated in the definition.

If there is an error encountered while reading the file you will be presented with the following screen:

This screen will allow you to look at the data that is being imported. In this example, the shares data item has a

numeric character in it. Therefore, it is invalid for importing. You can either press the Continue button to continueprocessing the file, or cancel to stop the import.

If you have questions regarding the format of the import fi le, please feel free to email them to

[email protected].


67/135

Page 61

EXPORT TAB

This section allows you to exchange information in Eye in the Sky Trade Planning with other applications.

Export Tickers This option allows you to export tickers to other applications such as trading platforms.

Export

Historical Prices

This option allows you to export a single file for each ticker in a list that contains all the

historical prices.

My Exports This option allows you to export any data in Eye in the Sky Trade Planning to use in other

applications. This option is much more flexible than the Export Tickers, as it provides you the

opportunity to select which fields (and what order they appear) to export. In addition, you can

specify what delimiter to use and if you want a header row written.

EXPORTING TICKERS

Select a view name from the Export Tickers List on the Export tab.

View Select the view to export the tickers from.

File Select the destination file that you want the tickers to be written to.

NOTE: This can be permanently stored in the Exporting tab of the Settings screen for the ST Prospects,

Favorites, and Portfolio lists. That way you dont have to specify the file name each time.


68/135

Page 62

Export Click this button to export the Tickers.

When you click the Export button you will see the following information appear at the bottom of the

screen. You can click the Cancel button to stop the import.

Cancel Click this button to close the screen or stop the export.


69/135

Page 63

EXPORTING HISTORICAL PRICES

Select a view name from the Export Historical Prices List on Export tab.

View Select the view to use for the selection of tickers.

Folder Select the Folder in which you would like the CSV files to be saved.

Export Click this button to export the Historical Prices.


screen. You can click the Cancel button to stop the export.



70/135

Page 64

MY EXPORTS

My Exports allows you to export the data in your Views to a Tab or Comma separated (CSV) file. This is useful

when you want to import the data into another program such a spreadsheet or a trading platform.


71/135


72/135

Page 66

You can edit this definition any time by selecting the My Export definition from the list, then right click on it and

select Edit.

RUN MY EXPORTS

Select a My Export definition Name from the My Exports List on the Export tab. The My Export form will appear.

Once you click the Save button on this form the data will be exported to the specified file.

View Select the view that contains the data you want to export.

File Select the destination file that you would like to create.

Export Click this button to execute the My Export.


screen. You can click the Cancel button to stop the export.



73/135

Page 67

DELETE A MY EXPORT DEFINITION

1. Select Export Definition from the My Exports list.2. Right click on the Export Definition.3. Select Delete from the menu that appears.


74/135

Page 68

HELP VIDEOS TAB

This tab allows you to watch instructional videos for Eye in the Sky Trade Planning. Select a Topic on the left to

display the associated video titles on the right. Click on the video title to watch the video in the web browser

below.

Topics The display of available topics.

Videos Click on the individual video to watch it in the browser window. Adobe Flash Player is required

to watch the videos.


75/135

Page 69

STOCK DATA GRID

You can resize the Stock Data Grid to show more data about the stocks. In addition, you can have the stock

information placed at the top of the screen in a Stocks tab by selecting the Appearance options in the Settings

screen.

It is recommended that you use the Column Designer to show only the columns that you will be referring to often.

The number of columns displayed impacts the speed at which the screen refreshes. The columns that you hide are

still available to sort and filter on. They are just not shown in the grid.

You press the following keys on your keyboard to change what lists the selected stock is in:

PKey = Portfolio SKey = ST Prospect FKey = Favorite BKey = Black List DeleteKey = Remove the selected stock from the current list it is in.

NOTE: You can move multiple records between lists by using the Shift or Control keys on your keyboard as you

select other records.


76/135


77/135

Page 71

SORTING

There are two ways to sort the Stock Data Grid.

1. Select a column name from the Order list in the middle of the main screen. Also, you can change thedirection by checking or un-checking the box to the right of the Order By list.

2. Click the column header. In addition, if you click the column header a second time, it will reverse the sorton that column.


78/135

Page 72

COLUMN DESIGNER

To access this screen simply click your right mouse button on the column header of any data grid. Then, select

Column Designer from the menu that appears.

The Column Designer allows you to:

Hide/Show

Columns

Check or un-check the boxes next to the columns you want to show or hide. You can check or

un-check multiple items by selecting them and then clicking the Check or Un-Check buttons.

Use the Shift or Control keys on the keyboard to select or de-select multiple rows.

NOTE: You can still sort and filter on the hidden columns.

Re-order

Columns

Select the row(s) that represent the column(s) you want to move. Then click the Top, Up, Down

or Bottom button.

NOTE: The Ticker column is frozen on both the Stock Data Grid and the Industry Peers Data

Grid. As a result, you cannot move this field from the 1st

position.


79/135

Page 73

ROW NUMBERS

The Show Row Numbers feature shows a sequential row number next to the tickers when this option is checked in

the context menu of the Stock Data Grid. To enable/disable this feature simply right click on the Column Header of

the Stock Data Grid and select the Show Row Numbers item from the menu that appears.


80/135

Page 74

SLIDE SHOW

The slide show feature automatically cycles through all the displayed tickers when it is enabled. Simply right click

on the Column Headers of the Stock Data Grid and select the Slide Show option. The option toggles on and off as

you select it.


81/135


82/135

Page 76

simply click one of the column headers to sort it ascending. If you click a column header a

second time, it will sort that column in the opposite order.

Reverse Button This button toggles the sort direction of the Ticker Data Grid based on which field is selected in

the Order List.


83/135

Page 77

MY FILTERS

Saving your filters is a great way to increase efficiency and consistency.

CREATE A MY FILTER

Specify all the criteria you would like to use. Right click on the My Filters list. Select Create from the menu that appears.

Name Select a name for the saved filter.

RENAME A MY FILTER

Select the saved filter from the My Filters list. Right click on the saved filter name. Select Rename from the menu that appears.

DELETE A MY FILTER

Select the saved filter from the My Filters list. Right click on the saved filter name. Select Delete from the menu that appears.

UPDATE A MY FILTER

Select the saved filter from the My Filters list. Make any changes you desire to the filter criteria. Right click on the saved filter name. Select Update Criteria from the menu that appears.


84/135


85/135

Page 79

DELETE A VIEW

1. Select the view from the list.2. Right click on the view name.3. Select Delete from the menu that appears.


86/135

Page 80

MY WEB PAGES

The My Web Pages are a great way to research the stocks that you are interested in. You can create your own My

Web Pages in addition to the ones that are preloaded in the software.

CREATE A MY WEB PAGE

1. Open your browser (Firefox, Internet Explorer, Chrome, Safari, etc.) and go to the stock specific website you are interested in. Be sure to use the ticker symbol that is currently selected in Eye in the Sky

Trade Planning. In addition, it is recommended to use a stock symbol that has more than one or twocharacters, as it makes it unique within the URL string you will be copying into this Create My Web

Page screen.

2. Copy the URL from the browser by pressing the Control and C keys on your keyboard.3. Right click on the My Web Pages list.4. Select Create from the menu that appears.

Name Select a name for your My Web Page view.

URL Paste the Web Address from your browser that contains the ticker symbol that is currently

selected in the Ticker Data Grid View.

EDIT A MY WEB PAGE

1. Select the My Web Page from the list.2. Right click on the name.3. Select Edit from the menu that appears.4. Change the My Web Page just as if you were creating it.

DELETE A MY WEB PAGE

1. Select the My Web page from the list.2. Right click on the name.3. Select Delete from the menu that appears.

SLIDE SHOW


87/135

Page 81

The slide show feature automatically cycles through all the My Web Pages when it is enabled. Simply right click on

the My Web Pages list and select the Slide Show option. The option toggles on and off as you select it.


88/135

Page 82

DATA VIEW

The tabs in the lower right section of the screen show data specific to the selected stock unless the Display radio

button is set to All Tickers.


89/135


90/135


91/135

Page 85

INSIDER TRADING TAB

Ticker This column displays the stock ticker symbol.

Date This column displays the Date the insider trade was executed.

Transaction This column displays the type of transaction. (SALE, BUY, OPTION EXERCISE).

Value This column displays the total value of the transaction.

Relationship This column displays the relationship between the person who executed the transaction and

the company.

Shares This column displays the number of shares that were involved in the transaction.

Owner This column displays the name of the person who executed the transaction.


92/135

Page 86

STOCK BUYBACKS TAB


Date This column displays the Date the announcement was made.

Value This column displays the total value of the buyback program.

Shares This column displays the number of shares that will be involved in the transaction.

Notes This column displays the notes related to the stock buyback program.


93/135


94/135

Page 88

INDUSTRY PEERS TAB

This grid contains all the same columns as the Stock Data Grid. Some of the columns can be hidden so you can

show just the columns of interest for the companies you would like to compare. The company that you currently

have selected in the Stock Data Grid will have a green background color to easily distinguish it from the other

companies that you are comparing it to. All the other companies in the same industry are listed.


95/135

Page 89

HISTORICAL PRICES TAB

Date This column displays the Date of the price data.

Open This column displays the Opening price.

Close This column displays the Closing price.

OC This column displays the percentage difference between the Opening and Closing prices.

High This column displays the High price for the date.

OH This column displays the percentage difference between the Opening and High prices.

Low This column displays the Low price for the date.

Volume The number of shares traded for the date.


96/135

Page 90

GAINS & LOSSES TAB

This screen is split into two sections. The top section displays the total Gain, Loss and Net Amounts for the

columns below. In addition, the average percentage associated with each of these columns is displayed.

Aggregate This option allows you to summarize the totals for a given time period:

Date The gains and losses are totaled for each date. Week The gains and losses are totaled by week of year. Month The gains and losses are totaled by month. Year The gains and losses are totaled by year. Total The grand total for each Ticker.

NOTE: If this box is empty, then the data is at the transaction level, and is not aggregated.

Hide/ShowTickers Button

Click this button, if you would like to summarize the totals to the level selected in the AggregateList without respect to ticker. Click it again to show the tickers.

The bottom section of this screen contains transactional information related to the Gains & Losses that were either

entered or imported from your broker. The settings screen contains options to control which values are

automatically calculated while you are entering the gains and losses.


Opening This column displays the Opening Date.

Closing Date This column displays the Closing Date.

NOTE: This column will become the type of date represented by the aggregate option selected

above. For example, if you select to aggregate to Month, it will display the Month and Year

instead of the date.


97/135

Page 91

Gain This column displays the Gain.

Gain % This column displays the percentage of the Gain.

Loss This column displays the Loss.

Loss % This column displays the percentage of the Loss.

Net Amount This column displays the Net Gain or Loss.

Net % This column displays the percentage of the Net Gain or Loss.

Shares This column displays the number of Shares.

Opening Price This column displays the Opening Price.

Closing Price This column displays the Closing Price.

Opening Net This column displays the Opening Net Amount.

Closing Net This column displays the Closing Net Amount.

To remove rows you can simply press the Delete key on your keyboard or right click and select Delete Selected

Row(s) from the menu that appears.


98/135

Page 92

DIVIDENDS TAB

This screen is split into two sections. The top section displays the total Dividends.

Aggregate This option allows you to summarize the totals for a given time period:

Date The gains and losses are totaled for each date. Week The gains and losses are totaled by week of year. Month The gains and losses are totaled by month. Year The gains and losses are totaled by year. Total The grand total for each Ticker.

NOTE: If this box is empty, then the data is at the transaction level, and is not aggregated.

Hide/Show

Tickers Button

Click this button, if you would like to summarize the totals to the level selected in the Aggregate

List without respect to ticker. Click it again to show the tickers.

The bottom section of this screen is where you enter and display your dividends.


Date This column displays the Date.

Amount This column displays the Amount.

Account Name This column displays the Account Name.

To remove rows you can simply press the Delete key on your keyboard or right click and select Delete Selected

Row(s) from the menu that appears.


99/135


100/135

Page 94

NOTIFICATIONS TAB

You can configure the software to notify you when certain events occur. These settings can be found on the

Notifications tab of the Settings screen. You can sort on any column by clicking the column header. You can also

remove one or more notifications by selecting the row and pressing the Delete key on the keyboard. Alternatively,

you can select one or more rows and then right click and select Delete Selected Row(s) from the menu that

appears.

Date The date the notification was generated.

Type The type of notification.

Message The notification message.


101/135

Page 95

VIEW ASSIGNMENT HISTORY

The View Assignment History Tab shows which Views the selected stock has been assigned to. Each time you

assign the stock to a new view it adds an entry to this list.

Date The date the stock was assigned to the view.

View Name The name of the view.

Change Since

Assigned To

View

The percentage difference of the current closing price vs. the closing price at the time the stock

was assigned to the view.


102/135


103/135


104/135

Page 98

FILTER ASSISTANT FORM

This screen allows you to easily specify custom criteria.

The process is as follows:

1. Select a criteria item from the Tree on the left.2. Optionally, specify the parameters below the Tree. This applies to Historical Price records from the past.3. Select an Operator from the List in the center.4. Optionally, specify a % Difference in the center.5. Select an item from the Tree on the right or type a value below that Tree.

If the field you select on the left is a list or true/false field you will be presented with a list of valid values on the

right.

The % Difference field is used to indicate a value being within a threshold of the other value. For example, you

would enter 5 as the % Difference and select

Eye in the Sky Trade Planning User Guide

Documents

Transcript of Eye in the Sky Trade Planning User Guide