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Help Table of Contents

First Time Users

Definitions

Quote Files and Database

Quote Suppliers

Quote Grid

Main Menu: File

Main Menu: Edit

Main Menu: View

Main Menu: Settings: Application

Main Menu: Settings: Stock Selector

Main Menu: Graphics

Main Menu: Stock Selector

Main Menu: Extended Fundamentals

Main Menu: Window

Main Menu: Help

Historical Questions

 

First Time Users

Equity Evaluator's sole purpose is to analyze stock market data, both fundamental and technical, to generate stock picks. However, Equity Evaluator has several other uses.

FOR FIRST TIME USERS: it is recommended that you open the end of day quote file "New.ddq". Then click on one of the ticker symbols and select the Graph icon. Then you can see the graphics features available with Equity Evaluator, including trending of Earnings, Earning Estimates, ect. Next close the Graph, and add a ticker symbol in the Symbol Box (upper left had corner), and select the Add Symbol button. This will access the historical quote data from the web and save the data to the location to the quote database folder selected during setup. Next, select Graphics from the Main Menu to graph the data. Note, fundamental data is not obtained from historical data, but daily updates will automatically obtain fundamental data.

The are several end of day (EOD) quote files already built. For example the AMEX, NASDAQ, and NYSE already exist; however, the historical data is not in your database. If you wish, you may combine these files from the Main Menu "Edit". To access the historical data (10 years of data for 10,000 stocks) and save to the database will take approximately 2-4 hours using DSL at 3.0 Mb/s, so this process should be run at a convenient time. Ten Years of data for 10,000 stocks consumes approximately 0.7 GB of hard drive storage. Before running this process, please make the decision on where this data will be stored. We recommend using Windows Explorer to create a folder on you C or other another hard drive called "Quotes". Then select Help from the Main Menu, and run Set Up Wizard again and on Step 4 (Connect LAN), select the folder you just created. Now you are ready to populate your quote database, so you may begin utilizing Equity Quotes' superb end of day graphics. To populate the database, select File from the Main Menu, and select populate database.

Next, you can set up Equity Evaluator to automatically update the database each day after market close. To perform this function you will need to utilize Windows Scheduled Tasks. Simply set up Windows Scheduled Tasks to open Equity Evaluator about 30 minutes after the markets close; for example 4:30 pm. Next, select Settings from the Main Menu. Then select Application and the Data Settings Tab. In the "Automatic Data Collection" section to the right, select Auto Run - EOD, and set the time. If Windows Scheduled Tasks is set to open Equity Evaluator at 4:30 pm, you should set Auto Run - EOD to begin updating quotes at 4:35 pm. Then you will always have fast access to the latest data.

You may begin immediately using the real time quotes features. To open a real time quote file, select "File" from the Main Menu. Then select "Open Quotes File", and select Real Time. Note: Yahoo currently has reverted to provide quotes with a 20 minute delay. However, those with a Fidelity Brokerage account may access quotes without delays (Fidelity Brokerage Account and Logon Required).

Note: To graphically display Earnings, Earning Estimates, Sales, PEG, PE, PS, etc., daily updates must be performed. This fundamental data will be stored in the quote database for future use.

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Definitions

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Quotes Files and Database

A quote file is a file that contains a list of ticker symbols. There are two types: end of day (EOD) and real time (RT). An EOD file has the extension ".ddq" and at RT file has the extension "rtq". These files are located in the "Data" folder under the "Equity Evaluator" folder. These files may be edited with notepad, but make sure you have a back up before editing the file.

 

Opening a Quote File:

When starting Equity Evaluator the last Quote File used, most recently used, MRU, will appear on the Quote Grid. To select a different Quote File, from the Main Menu, select File and then select Close. Then from the Main Menu, select File and then select Open Quotes File. The you will be given the option to open a real time quote file or an end of day quote file. Upon selecting the desired file type, a Dialog Box will appear in the upper left hand corner of the screen displaying the quote files available. The user may select one of the files shown. The Quote File will then display on the Quote Grid.

 

Creating a Quote File:

When starting Equity Evaluator the last Quote File used, most recently used, MRU, will appear on the Quote Grid. To select to create a Quote File, from the Main Menu, select File and then select Close. Then from the Main Menu, select File and then select New Quotes File. The you will be given the option to create a real time quote file or an end of day quote file. Upon selecting the desired file type, the Quote File will then display on the Quote Grid. After the user has added ticker symbols to the Quote Grid, the user may save the Quote File from the Main Menu by selecting File and then Save As. Enter the desired name of the newly created Quote File and save.

 

Quote Database:

There are two quote databases. One for EOD and one for RT quotes. The RT quote database is cleared each time Equity Evaluator is closed. The primary quote data base is the EOD database, hereafter known as the Quote Database. The quote database is the physical folder where EOD quotes are stored. The default location is under the "Net Equities\Equity Evaluator\Quotes\EOD" folder. The EOD quote database is a historical database and should be maintained by updating quotes for each trading day. (See how to automate daily quote downloads below). The EOD quote database is used for EOD graphics and Stock Selector. You may initially populate the quote database in one of two ways:

(1) You can set Equity Evaluator to automatically download the quote history when a ticker symbol is added to the quote grid. This can be accomplished by selecting Settings from the Main Menu. Then select Application and click on the Data Settings Tab. The select either 2, 5, 10, or 20 years of data download. Select Apply and Close the dialog box. Note: this process only builds the database for the single ticker symbol added.

(2) You may select one of the quote files which came with Equity Evaluator to build the database automatically. First, select Settings from the Main Menu. Then select Application and click on the Data Settings Tab. The select either 2, 5, 10, or 20 years of data download. Select Apply and Close the dialog box. Next, select File from the Main Menu and then select Populate Database. Note: this process builds the database for all of the ticker symbols in the quote file which is displayed on the quote grid.

To automatically maintain the quotes database, you may simply set up Equity Evaluator to retrieve the EOD quotes at specific days and times. This can be accomplished by (1) selecting Help from the Main Menu and selecting Setup Wizard to guide you through the process, or (2) select Settings from the Main Menu, then Application, and then select the Data Settings Tab. Then select EOD and enter the time under the Automatic Data Collection section to completely automate the process. This will initiate Windows Scheduled Tasks setup. Set Windows Scheduled Tasks to open Equity Evaluator a couple of minutes before the time set in Equity Evaluator.

To manually maintain the quotes database, you may perform one of two processes. (1) You may open the quote file to display in the quote grid and select the Update Quotes button at the top of the quote grid, or (2) you may wish to import an EOD file in to Equity Evaluator to update the quote file, quote grid, and quote database.

The files in the quote database have extensions like "07" to refer to calendar year 2007. These to can be edited with notepad.

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Quote Suppliers


 Net Equities is not affiliated with any quote supplier or provider, and we do not guarantee the accuracy or timeliness of data.

You may set Equity Evaluator to download quotes from Yahoo, Fidelity, and User Defined. This can be accomplished by selecting Settings from the Main Menu. Then select Application and click on the Quote and Web Settings Tab. In the Quote Downloads window, select either Yahoo, Fidelity, or User Defined. By selecting Yahoo, both EOD and RT quotes will be downloaded, but with a 20 minute delay. By selecting Fidelity, A Fidelity Brokerage Account is REQUIRED. RT quotes will be downloaded, without delays, and EOD quotes will be accessed from Yahoo with 20 minute delays. By selecting User Defined, data may be accessed via string feeds from a supplier defined by the user. The following is an example of a feed string for end of day or real time quotes and may have a maximum of (15) Ticker Symbols per feed: Please note this particular string feed will not provide data. http://finance.yahoo.com/d/quotes.txt?s=QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL&a=b1c2d1e1f

If you have a quote supplier that can provide a string feed and desire setup assistance, please contact support@net-equities.com for setup assistance.

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Quote Grid

Equity Evaluator utilizes a quote grid to display files. The quote grid is designed to display quote files, either real time (RT) with the extension (rtq) or end of day (EOD) with the extension (ddq). The quote grid is also used to display Stock Selector files with the extension (dbe) and Extended Fundamental files with the extension (efq). Also, the quote grid is used to update the quote files and manipulate the data. The user may create as many quote files, Stock Selector files, or Extended Fundamental files as desired, and a single file or quote grid may hold up to 18000 different Ticker Symbols. All of the files are centrally located in the "Data" folder within the Equity Evaluator folder.

When displaying a quote file on a quote grid, you have the buttons at the top of the quote grid. These buttons may not be available when an Extended Fundamental File or a Stock Selector File is opened and displayed on the quote grid.

 

Quote Grid Add or Delete Ticker Symbols:

To add a Ticker Symbol to a quote files, open the quote file to display on the Quote Grid. Equity Evaluator loads the quote file in to the quote grid. Then in the upper left hand corner of the quote grid, enter the ticker symbol in the Symbol Box and click on the Icon "Add Symbol".

To delete a Ticker Symbol, open the quote file to display on the quote grid. Then simply left click on the ticker symbol  to display the symbol in the Symbol Box or simply enter the symbol in the Symbol Box and click on the Icon "Delete Symbol". For End of Day Quotes, the user has the option of updating the quote database with the deletion.

 

Quote Grid Adding or Editing Alarm Values:

When a quote file is opened and displayed on a quote grid, the user may edit High or Low Alarm Values at any time.

To edit an alarm for a Ticker Symbol, open a quote file to display on the quote grid. Then in the upper left hand corner of the quote grid, enter the ticker symbol in the Symbol Box or simply left click on the ticker symbol  to display the symbol in the Symbol Box. When the symbol is displayed, enter the values in the High Alarm and Low Alarm Boxes. Then select the Edit Alarm button. This will add the Alarm Value to correspond to the ticker symbol.

 

Quote Grid Colors and Alarms:

When a quote file is opened and displayed on a quote grid, Equity Evaluator will provide three types of alarms (Visual, Audible, and the option of receiving an Email) when a quote price achieves or exceeds a preset Alarm. To setup the Email alerts, you will need to select Settings from the Main Menu, then Application, and then select the Data Settings Tab and click email alerts.

 

Quote Grid Column Display and Location:

When a quote file is opened and displayed on a quote grid, column location may be temporarily moved by left clicking on a column, holding down the mouse button, dragging the column to the desired location, and then releasing the mouse button. (see below)

Column location or column display may be permanently changed for Quote Files, only, by selecting Settings from the Main Menu, Application, and then selecting the Grid Column Display Settings Tab. The user can set up the Data Grid Columns as desired using the Arrow Buttons on the window and selecting the Apply button.

 

Quote Grid Pop Up Menu:

When a quote file or another type of file is opened and displayed in a quote grid, you may display the Popup Menu by Left Clicking on a ticker symbol displayed in the quote grid. This will add the ticker symbol to the Symbol Box in the upper left hand corner of the quote grid. Or, you may manually enter the ticker symbol in the Symbol Box.

The Quote Grid Pop Up Menu is obtained by Right Clicking on the quote grid. The Popup menu displays the following options.

 

Quote Grid Import and Export Files:

When an end of day (EOD) quote file is opened and displayed on a quote grid, you will see two Buttons in the upper right hand corner of the screen: Import and Export. 

Import Quotes - You may provide updates to Equity Evaluator by importing data from a File (for example a File from EODData.com or DownloadQuotes.com. First, you must open the quote file you wish to update. After the quote file displays on the quote grid you may select Import to transfer the data from the File in to Equity Evaluator. The imported data from the file will update the Quote Grid, Quote File, and Quote Database. To set the File name and location of the file you wish to import, from the Main Menu, you will need to select Settings, Application, and the File Import Export Settings Tab.

Export Quotes - You may export data from Equity Evaluator. First, you must open the Quote, Stock Selector, or  Extended Fundamental File that contains the data you wish to export. After the file displays on the quote grid, you may select Export to transfer the data from Equity Evaluator in to a file. The exported file will contain the data of the quote grid. For quote files, the exported file is in the sequence selected by the user; however, the Stock Selector and Extended Fundamental File are exported in sequence displayed on the quote grid and may be in comma or tab delimited format for easy import into programs like Excel. To set the File name and location of the file you wish to export, from the Main Menu, you will need to select Settings, Application, and the File Import Export Settings Tab. From this menu, you may also set the sequence and output type for the quote file.

 

Quote Grid Updating Quotes:

When a quote file is opened and displayed on a quote grid, you will see two buttons at the top of the quote grid: Update Quotes, and Stop Updates.

Update Quotes - This button is design to update quotes once for the end of day (EOD) quote file, and update at a specific frequency for real time (RT) quote files. After a database is populated, you can update end of day quotes each trading day to keep your database up to date. This process can be automated by (1) running Setup Wizard from the Main Menu Help selection or (2) selecting Settings from the Main Menu, then Application, and then select the Data Settings Tab. Then select EOD and enter the time under the Automatic Data Collection section to completely automate the process. This will initiate Windows Scheduled Tasks setup. Set Windows Scheduled Tasks to open Equity Evaluator a couple of minutes before the time set in Equity Evaluator.

Stop Updates - This button is design to stop the update of RT quote files.

 

Quote Grid Column Sorting:

When a quote file is opened and displayed on a quote grid, the quote grid columns may be sorted by Double Clicking on the column header of the column which the user wishes to sort. To sort the column of Ticker Symbols, click on the Sort Ascending or Sort Descending Button in the Main Menu.

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Main Menu: File

New Quote File - Creates a new quote file, either real time (RT) with the file extension (rtq) or end of day (EOD) with the file extension (ddq), and displays the file on the quote grid. You may also create a Market Quote File. A Market Quote File is a file that contains all of the Tickers Symbols for the selected market. Note: Market Quote Files are included with Equity Evaluator. Creating a Market Quote File will overwrite the older Market Quote File, so make sure to back up your files before beginning this procedure.

Open Quotes File - Opens either a real time (RT) with the file extension (rtq) or an end of day (EOD) with the file extension (ddq), and displays the file on the quote grid.

Open Stock Selector File - Opens a previously saved Stock Selector file with the file extension (dbe) and displays on the quote grid. This file may be used to track the accuracy of your Stock Selector Settings from the Buy, Sell, and Hold recommendations.

Open Ext Fundamental File - Opens a previously saved Extended Fundamental file with the file extension (efq) on the quote grid. This file contains a vast amount of fundamental data and recommendations from analysts and may be used to help select stocks.

Close - Closes the active files.

Save - Saves the quote grid as a quote file under the same name with the extensions (rtq) or (ddq). Also, it saves Stock Selector, Extended Fundamentals, Web Pages, and Graphs with the extensions (dbe), (efq), (htm), and (bmp), respectively.

Save As - Saves the quote grid as a quote file under a different name with the extensions (rtq) or (ddq). Also, it saves Stock Selector, Extended Fundamentals, Web Pages, and Graphs with the extensions (dbe), (efq), (htm), and (bmp), respectively.

Populate Database - This function is primary designed for New Users, and only needs to be used once for each quote file you wish to maintain. Roughly 30 quote files (NYSE EOD, NASDAQ EOD, etc) are provided with Equity Evaluator. To build a quote database with this function simply open the quote file you are interested in tracking. A quote file, when opened, will display on a quote grid. Then select Populate Database. Historical data for each ticker symbols in the quote file will be downloaded and stored under the user selected folder or the default "Net Equities/Quotes/EOD" folder. After the database has been created, you simply need to maintain the end of day quote file by updating, daily. To set up automatic updates, simply run Setup Wizard from the Main Menu Help selection or  select Settings from the Main Menu, then Application, and then select the Data Settings Tab. Then select EOD and enter the time under the Automatic Data Collection section to completely automate the process. This will initiate Windows Scheduled Tasks setup. Set Windows Scheduled Tasks to open Equity Evaluator a couple of minutes before the time set in Equity Evaluator.

Import Quotes - You may provide updates to Equity Evaluator by importing data from a File (for example a File from EODData.com or DownloadQuotes.com. First, you must open the quote file you wish to update. After the quote file displays on the quote grid you may select Import to transfer the data from the File in to Equity Evaluator. The imported data from the file will update the Quote Grid, Quote File, and Quote Database. To set the File name and location of the file you wish to import, from the Main Menu, you will need to select Settings, Application, and the File Import Export Settings Tab.

Export Quotes - You may export data from Equity Evaluator. First, you must open the Quote, Stock Selector, or  Extended Fundamental File that contains the data you wish to export. After the file displays on the quote grid, you may select Export to transfer the data from Equity Evaluator in to a file. The exported file will contain the data of the quote grid. For quote files, the exported file is in the sequence selected by the user; however, the Stock Selector and Extended Fundamental File are exported in sequence displayed on the quote grid and may be in comma or tab delimited format for easy import into programs like Excel. To set the File name and location of the file you wish to export, from the Main Menu, you will need to select Settings, Application, and the File Import Export Settings Tab. From this menu, you may also set the sequence and output type for the quote file.

Update Quotes - Update quotes once for the end of day (EOD) quote file, and update at a specific frequency for real time (RT) quote files. After a database is populated, you can update end of day quotes each trading day to keep your database up to date. This process can be automated by (1) running Setup Wizard from the Main Menu Help selection or (2) selecting Settings from the Main Menu, then Application, and then select the Data Settings Tab. Then select EOD and enter the time under the Automatic Data Collection section to completely automate the process. This will initiate Windows Scheduled Tasks setup. Set Windows Scheduled Tasks to open Equity Evaluator a couple of minutes before the time set in Equity Evaluator.

Stop Updates - Stops Quote Updates and Stock Selector and Extended Fundamental processes.

Pause Updates - Pauses Quote Updates and Stock Selector and Extended Fundamental processes.

Print Preview - Previews web page before printing.

Print - Prints active Page display.

MRU - List of the last 4 most recently used (MRU) files is displayed.

Exit - Exits and closes Equity Evaluator application.

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Main Menu: Edit

Back Up Program Files - Backs up important files from the application path and the Data folder to the "Backup\Data" folder (default). These files include quote files, data files, program files, and Stock Selector files. To reset the location where the files are backed up and stored, from the Main Menu select, Settings, then Application, then click on the Data Settings Tab, and select the desired location.

Back Up Quote Database - Backs up quote database files from the "Quotes\EOD" folder to the "Backup\Quotes\EOD" folder (default). This includes all of the files located in the user's quote database. To reset the location where the files are backed up and stored, from the Main Menu select, Settings, then Application, then click on the Data Settings Tab, and select the desired location. Back up of the quote database may take and extended period of time. This is based on the quantity of database files as well as the file size.

Restore Program Files - Restores important files from the Backup\Data folder (default). Files will be copied from the user's selected back up folder and overwrite the existing files in the application path and "Data" Folder. To reset the location where the files are backed up and stored, from the Main Menu select, Settings, then Application, then click on the Data Settings Tab, and select the desired location.

Restore Quote Database - Restores quote database files from the Backup\Quotes\EOD" folder (default). Files will be copied from the user's back up folder containing the quote database and overwrite the existing files in the user's "Quotes\EOD" Folder. To reset the location where the files are backed up and stored, from the Main Menu select, Settings, then Application, then click on the Data Settings Tab, and select the desired location. Restoring the quote database may take and extended period of time. This is based on the quantity of database files as well as the file size.

Split Adjustment - This allows the user to adjust the data in the database for a stock for a split. Simply click on the ticker symbols in the quote grid or enter the Ticker Symbol in the Symbol Box located in the upper left hand corner of the quote grid, and select the split ratio. Then select continue. Another way to access Split Adjustment is to right click on the quote grid and a Popup Menu will appear. Automatic splits can be set from the Main Menu select, Settings, then Application, then click on the Data Settings Tab, and select Automatic Stock Splits.

Edit Quote Files with Notepad - Quote files should be edited from the quote grid; however, the user want to make major changes to a file, so Notepad allows the user to quickly modify the file.

Edit Database Files with Notepad - quote database files may be edited with Notepad which allows the user to edit historical data in the data base.

Combine Quote Files - This function allows the user to combine two Quote Files in to one larger quote file. Please remember the maximum size of a quote file is limited to 18000 ticker symbols.

Remove Last Update  - For the specific quote file open, this function will remove the last day of updates from quote database for each ticker symbol in the open quote file.

Delete File - This function allows the user to select the file to delete (wipe). The user will not be allowed to delete files with extensions: .exe, .ini, or .db.

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Main Menu: View

Toolbar - Toggles between displaying or hiding the toolbar at the top of the screen.

Status Bar - Toggles between displaying or hiding the Status Bar at the bottom of the screen.

Advance Decline - Browser display of Advancing and Declining issues.

Downgrades - Browser display of Downgrades.

Economic Calendar - Browser display of Economic Calendar.

Earnings - Browser display of Earnings Calendar.

In Play - Browser display of Stocks in Play.

IPO's - Browser display of IPO Calendar.

Market Overview - Browser display of Market Overview.

Most Actives: AMEX - Browser display of AMEX Most Active, etc.

Most Actives: NYSE - Browser display of NYSE Most Active, etc.

Most Actives: NASDAQ - Browser display of NASDAQ Most Active, etc.

Splits - Browser display of Splits Calendar.

Stock Screener - Browser display of Stock Screeners.

Symbol Search - Browser display Symbol Search.

US Indices - Browser display of US Indices.

Upgrades - Browser display of Downgrades.

World Indices - Browser display of World Indices.

Brokerage Firm - Browser display of selected Brokerage Firm.

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Main Menu: Settings: Application

These settings are saved as ini files (NECCOLset, NECDATAset, NECGRAPHset, NECIMEXset, and NECNETset) and are located in the "Data" folder under the "Equity Evaluator" folder. These files may be opened with notepad, but make sure you have a back up before editing the file.

Quote and Web Settings Tab

To access this Tab, select File from the Main Menu, and then select Settings, Application, and click on the Quote and Web Settings Tab. In this section the user can set up the required information to access quote data via the web, set up your Brokerage Firm, and Web Content. This includes the quote supplier, the sequence of the data feed (High, Date, Low, Close, etc.), the type of data feed (tab or comma delimited), and the data feed frequency.

Three quote supplier source options are available: Yahoo, Fidelity, and User Selected. Accessing Fidelity Quotes REQUIRES a brokerage account with Fidelity. If Yahoo or Fidelity is selected, all features on this Tab are automatically selected. If User Selected is selected the Quote access strings may be set up by substituting the word "QUOTESYMBOL"  for any of the Ticker Symbols in the feed string. Your quote supplier will provide you the feed string.

The following is an example of a feed string for end of day or real time quotes and uses the maximum (15) number of Ticker Symbols per feed: Please note this particular string feed will not provide data. http://finance.yahoo.com/d/quotes.csv?s=QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL,QUOTESYMBOL&a=b1c2d1e1f

Historical Quote feeds are set up differently than end of day or real time. The following example utilizes Yahoo as the source for Historical Quotes.

http://table.finance.yahoo.com/table.csv?s=QUOTESYMBOL&a=(Val(Left$(StartDate, 2)) - 1)&b=Right$(Left$(StartDate, 5), 2)&c=Right$(StartDate, 4)&d=(Val(Left$(EndDate, 2)) - 1)&e=Right$(Left$(EndDate, 5), 2)&f=Right$(EndDate, 4)&g=d&ignore=.csv

Quote Format Set Up -  This allows the user flexible latitude when setting up the system. The User may set the frequency of updates, the sequence of data obtained from the supplier, account for headers or footers, format dates, and set the number of Ticker symbols per string, up to a maximum of 15.

Brokerage Firm Set Up - This allows the user to select the user's Brokerage Firm Link, so that the user has immediate access to the user's broker over the user's browser.

Web Link Set Up - This gives the user the option of selecting where to link for Web content: Yahoo or NASDAQ.

When completed making changes, select the Apply button in the lower section of the dialog box to make permanent. You may always change back to original setting by selecting the Default button.

 

Grid Column Display Settings Tab

To access this Tab, select File from the Main Menu, and then select Settings, Application, and click on the Grid Column Display Settings Tab.

Using the arrow buttons to move from one column to another and using the mouse to move variables within the column, for either the real time quotes or end of day quotes sections, you may move the sequence of variables in the right box to match the sequence you wish to display in the quote grid. Then select the Apply button in the lower section of the dialog box to make permanent. You may always change back to original setting by selecting the Default button.

 

Graphics Display Settings Tab

Equity Evaluator was designed to run with 1024X768 display settings or greater. If the user is running LESS than 1024X768, the setting will be changed to 1024X768 each time the user runs Equity Evaluator, and when the user exits, Equity Evaluator will return to the original display setting. With this tab, you may select the default graph type, Buy and Sell Conditions to be displayed on end of day graphics, and the default technical analyses to be displayed.

The user may permanently select and set the graphics display on the Price Graph (top graph). To permanently select the indicators, select File from the Main Menu, and then select Settings, Application, and click on the Graphics Display Settings Tab. Then simply use the arrow buttons in the center of the screen to move the desired indicators from the box to the left to the box to the right. The right hand box will only hold six indicators. 

The user may permanently select and set the graphics display on the Price Graph (top graph). To permanently select the indicators, select File from the Main Menu, and then select Settings, Application, and click on the Graphics Display Settings Tab. Then simply use the arrow buttons in the center of the screen to move the desired indicators from the box to the left to the box to the right. The right hand box will only hold six indicators.

When completed making changes, select the Apply button in the lower section of the dialog box to make permanent. You may always change back to original setting by selecting the Default button.

 

File Import Export Settings Tab

Export a File - Select either Comma or Tab Delimited format. Select the path or location where the file will be exported. Select the name and extension of the file to be exported. Finally, select the sequence of data in the selected box. The sequence of data can be manipulated with the arrows. For example, if you want the data to be in the following sequence: VOLUME, HIGH, LOW, CLOSE. The Selected box should have data as:

VOLUME

HIGH

LOW

CLOSE

Import a File - The user must have a basic knowledge of the file to be imported. If the file is comma delimited, select Comma Delimited. If the file is tab delimited, select Tab Delimited. Select the path or location where the file located. Select the name of the file to be imported. If the file contains Headers or Footer, select the number of each, respectively. Select the Date format of the File to be Imported. Finally, select the sequence of data in the selected box. The sequence of data can be manipulated with the arrows. For example, if the file to be imported is in the following sequence: CLOSE, VOLUME, LOW, HIGH. The Selected box should have data as:

CLOSE

VOLUME

LOW

HIGH

When completed making changes, select the Apply button in the lower section of the dialog box to make permanent. You may always change back to original setting by selecting the Default button.


 

Data Settings Tab

LAN Setting - Use this function to set up your quote database somewhere on your network and allow multiple users of Equity Evaluator to access the data.

Back Up Files and Database - Select the frequency to back up the Application Files and Quote Database. Large databases may take a significant period of time to back up. This is dependent on the size of the database and the speed of your computer and storage media.

Build Historical Database - This sets the number of years of data to be downloaded when you (1) Add a ticker symbol to the Quote Grid, or (2) Populate the Database.

Save Quote Files - To automatically save the quote file when the Quote Grid changes, select Automatic Save

Automatic Data Collection - To automatically collect quote data, select Auto Run - RT for real time data or Auto Run - EOD for end of day data. Then select the corresponding time to begin data collection. It is recommended that you use this feature in conjunction with Windows Task Scheduler. For example, if you wish to download EOD quotes at 4:00 pm. Then have Windows Task Scheduler open Equity Evaluator at 4:00 pm, and set Equity Evaluator to start collecting data at 16:05.

Run Stock Selector - To automatically run stock selector, select "Automatic Run". After data has been downloaded for EOD data, Stock Selector will automatically run and generate stock picks.  This feature is a great compliment to the Automatic Data Collection feature above.

Net Equities Update - Select to check for new version of Equity Evaluator and Help Files each time Equity Evaluator is opened.

Save to Local Database -  Select "Automatic Save" to automatically update the quote database each time quotes are updated.

Automatic Stock Splits - Select "Automatic Split" to have Equity Evaluator adjust prices upon conclusion of Updates.

E-mail Alerts - You may select to receive e-mail alerts. For example, you may select to collect real time data on the computer running Equity Evaluator, and send an e-mail to another computer when a stock reaches an Alarm. To set this up, simply enter your e-mail address and select "Activate" to send an e-mail alert.

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Main Menu: Settings: Stock Selector

These settings are saved as an "ini" file (NECSELset). This file is located in the "Data" folder under the "Equity Evaluator" folder. These files may be opened with notepad, but make sure you have a back up.

Stock Selector allows the user to select Buy, Sell, and Hold Criteria from several hundred variables (listed below). The user can create up to 10 Conditions (10 tabs) from any combination of the variables. To set up Stock Selector or change criteria in Stock Selector, Click on Settings  in the Main Menu. Then click on Stock Selector. See examples of how to choose settings.

At the top of each Tab (condition), the user can select the type of condition to set up. The options are::

Next, in the center of the tab, the user can select criteria (technical indicators) from the left column, and using the arrow in the center, move to the right column.

Finally, at the lower section of the tab, the user can set numerical criteria ((technical and fundamental indicators) by entering a numerical value in the text boxes and ensuring the corresponding checkbox is checked. Then select Apply at the bottom. In order for Stock Selector to Pick a Stock, all criteria selected must be true, for the time basis selected.

Definitions:

The following is a list of criteria that may be selected: