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Technical and fundamental analysis of the US and Canadian stock exchanges.

Stock Screening Articles

ChartSmart Backups

Sunday, December 18, 2005

In ChartSmart, if you go to MAINTENANCE at the top of the chart, then to BACKING UP YOUR CUSTOM DATA, you have the opportunity to backup all lists that you have customized. This includes your memos, filters sets, portfolios, watch lists and trendline annotations. It is important to do these backups periodically so that if your computer crashes or you for some reason must reinstall ChartSmart, you can simply do the reinstall then restore you customized lists. The backup only takes seconds and can be to a floppy disk or to your hard drive. We suggest sending it to a floppy disk so that your backup can be placed in a place other than the location of your computer.

© 2006, ChartSmart Inc.
www.chartsmart.com

ChartSmart Backups
Posted by chartsmart at 7:58 AM


 

Stock Chart Books

Wednesday, December 14, 2005

We have noticed ChartSmart that over the last few years, due to the focus of investors on using software for their stock charts, instead of hard copy books, that many stock chart book manufacturors are going out of business, or fading into other areas. At ChartSmart we offer http://www.chartbooks.com which lists all our stock Chart Books. We have found that though our sales in chart books have declined somewhat that there is always steady demand because many investors like the ability to write on the charts and do their analysis without having to carry a lap top with them. This applies especially to longer term investors. This is why we recently added our line of long-term 10 year chartbooks covering Nasdaq and the New York Stock Exchange.

© 2006, ChartSmart Inc.
www.chartsmart.com

Stock Chart Books
Posted by chartsmart at 3:47 AM


 

Stock Chart Books

Did you know that you can visit http://www.chartbooks.com and see details on the 6 stock chart books that are now supplied by ChartSmart Software Inc./Independent Survey Company. We now supply 6 chart books being:

1) The 2 3/4 year Canadian Resource chart book (weekly stock charts)
2) The 2 3/4 year Canadian Industrial chart book (weekly stock charts)
3) The 2 3/4 year Nasdaq Chart Book (weekly stock charts)
4) The long term Canadian Stock Chart Book (monthly charts back 10 years)
5) The long term New York Stock Chart Book (monthly charts back 10 years)
6) The long term Nasdaq Stock Chart Book (monthly charts back 10 years)

For photos and prices visit the web site.

© 2006, ChartSmart Inc.
www.chartsmart.com

Stock Chart Books
Posted by chartsmart at 3:42 AM


 

ChartSmart Upgrades and Features

One of the neat features in ChartSmar Version 4.00 is that you can click on HELP then on ABOUT CHARTSMART and then click on a button to View the latest Version information. The latest version is then displayed on a web page which has the ChartSmart Version and Build. Simply compare it to your version and click on UPGRADE CHARTSMART NOW if they do not match. The version information also displays the changes made in specific builds. The following is the web page for the version informaiton http://www.chartsmart.com/versioninfo.html

© 2006, ChartSmart Inc.
www.chartsmart.com

ChartSmart Upgrades and Features
Posted by chartsmart at 3:33 AM


 

ChartSmart Screens

Basically in ChartSmart we like to break the idea of it's screens into 5 groups. These are:

1) our basic screens. When you click on the Filter button you can make your own filter sets combining the criteria under the tabs available such as price, volume, tech screens and so on.

2) Screens that are on the Charting Menu. These screens are for example, screening stocks that have crossed trendlines, screening stocks that have memos, screening stocks in specific watch lists, portfolios and so on.

3) Screens that are in our searchable database. We also include a database of pre made screens that you can select. For example select from over 70 candlestick screens by simply going to the searchable database finding it then pasting it into a custom formula.

4) Creating your own formulas. This option allows you to go through all the variables available in chartsmart and use them to create formulas. For example you could specify #close#>#sma20# which would mean the closing price is above the 20 day moving average value.

5) Finally ChartSmart Professional allows you to create formulas with backtest files. This feature enables you to create your own formulas using 100's of variables over a period of over 3 years. For example you could specify what the 14 day rsi is 1 day ago, 5 days ago, 10 days ago in your formula which actually allows you to screen out stocks with a very specific trend in the rsi. Similarly you can actually create formulas for chart patterns since you can specify what the closing price was any day over the last 1000 days.

© 2006, ChartSmart Inc.
www.chartsmart.com

ChartSmart Screens
Posted by chartsmart at 3:25 AM


 

ChartSmart - Screening Trendline Breakouts and Crossovers

It use to be that one would use stock chart books, draw trendlines on the charts, then watch to see if the stock price crossed the trend line. There is lots of software out there that will allow you to draw trendlines on them but ChartSmart, as a professional screening tool, takes this to a new level. In ChartSmart you can actually run screens for stocks which have crossed the trend lines that you have drawn on them. I personally know of no other software tool that will allow you do do this. For example, of the 15,000 companies that trade on the Major US and Canadian markets, you can select say 138 companies and draw trend lines on them. On any day maybe 28 companies may have crossed upward into descending trendlines and you could screen these companies out in seconds. Further you can set other parameters to reduce your list of 28 such as specifying they are just on Nasdaq or between a specific price range.

© 2006, ChartSmart Inc.
www.chartsmart.com

ChartSmart - Screening Trendline Breakouts and Crossovers
Posted by chartsmart at 3:20 AM


 

Automatic Refresh in ChartSmart

Saturday, December 03, 2005

One of the neat new features in Version 4.00 of ChartSmart is the option to automatically click on the REFRESH SYSTEM tab after download the daily files. This saves the user having to come back to do this step. For all the new feature in ChartSmart Version 4 check out our new features web page at http://www.chartsmart.com/featuresnew.html

© 2006, ChartSmart Inc.
www.chartsmart.com

Automatic Refresh in ChartSmart
Posted by chartsmart at 6:52 AM


 

Stock Screening of Custom Lists

On occasion we have users ask how to secondary screens of screens done in ChartSmart. For example, one might screen out all the stocks that had news releases today, all the stocks with memos, all the stocks where there was a crossover of an trendline created in annotations. On the surface it may appear these types of screens are limited but to do further screens on them all you do is go to ZWTCH and import the last filtered list which is the screen that was done. For example, if you had screened out 300 Canadian Stocks that had news today, you could then go to ZWTCH, import the filtered list (300 stocks) to a watch list. Then you can go to the filter menu and make a new filter set then click on the WATCH criteria tab. Select the watch list with the 300 stocks in it as your first criteria, then you can combine other criteria such as price range or volume range and refine your screen further. ChartSmart is a very powerful screening tool and it is just a matter of learning all the features.

© 2006, ChartSmart Inc.
www.chartsmart.com

Stock Screening of Custom Lists
Posted by chartsmart at 6:39 AM


 

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