Multi-Select Stocks
Multi-select lets you choose a group of stocks. Once selected you can go to research, send to another list, create a new one, or delete from the list. This feature is also available in “Tile View”
You can also multi select using click/drag or control click in the List View.
Trade Transaction Types
Type of Transaction (from SEC Insider Form 4)
General Transaction Codes
P — Open market or private purchase of non-derivative or derivative security
S — Open market or private sale of non-derivative or derivative security
V — Transaction voluntarily reported earlier than required
Rule 16b-3 Transaction Codes
A — Grant, award or other acquisition pursuant to Rule 16b-3(d)
D — Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
F — Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
I — Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
M — Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
Derivative Securities Codes (Except for those exempt pursuant to Rule 16b-3)
C — Conversion of derivative security
E — Expiration of short derivative position
H — Expiration (or cancellation) of long derivative position with value received
O — Exercise of out-of-the-money derivative security
X — Exercise of in-the-money or at-the-money derivative security
Other Section 16(b) Exempt Transaction and Small Acquisition Codes (except for Rule 16b-3 codes above)
G — Bona fide gift
L — Small acquisition under Rule 16a-6
W — Acquisition or disposition by will or the laws of descent and distribution
Z — Deposit into or withdrawal from voting trust
Other Transaction Codes
J — Other acquisition or disposition (describe transaction)
K — Transaction in equity swap or instrument with similar characteristics
U — Disposition pursuant to a tender of shares in a change of control transaction
Heat Map & Spectrum Overview
Broad Market Insight that allows you to drill down
The Heat Maps are accessible in the Market tab and under Find>Explore and provide powerful visual views of market performance. This feature is designed to adapt to a variety of strategies and outlooks according to your portfolio needs. Select Index and Time Frame using the Action Icons. These can be changed going forward in any map screen.
In the Map view, each box represents either an industry group (default) or a stock when you drill down. The size of the box represents the market cap. By hovering your cursor over each box, an info box appears with info on that group within that industry, including the the number of companies, Market Cap, % Change in selected time frame.
Inner Circle - Inside Score
The Insider Score window provides insight into the buying/selling activity of Company insiders. Clicking “Detail” provides more in-depth information on such activity.
The Tens Line provides a benchmark upon which to base the Inner Circle Score.
Zero & above – indicates net buyers and thus, a Green Score.
Between zero and -10 will yield a Yellow Score, as some insider selling is normal and expected.
A Red Score indicates heavier selling outside of a normal, expected range.
The bottom left of the window shows the % of all shares that are Insider Owned, equivalent $ amount last Quarter, the Score and Net Dollar amount traded last Quarter.
Inner Circle - Institutions
While Insiders are required to update their ownership status within a few days. Institutions are required to do so Quarterly.
The main tile shows data from the most recent reporting Quarter.
% Institutional Ownership and % change (+/-) from the previous Quarter
# of Buyers/Sellers with number gain/loss.
# of Institutions where the Stock is in their Top 10 Holdings
Note the Deadline for the Q1 2018 Report.
While the # of Buyers grew by 231 in Q4 2017, the number of Sellers outweighing buyers was enough to give this compenent a Red Score.
The # of Institutions holding AAPL grew enough to have a Green Score.
Clicking on “Detail” provides information on the last 20 Quarters. The information is layered allowing you to research ownership data further by Institution or Stock. You can further filter the ownership by those who added, reduced, dropped, unchanged etc. View holdings as a $ value or as a % of the Institutions’ portfolios.
Adjust Chart Height & Width
The height of the chart can be adjusted by clicking and dragging the tab under the main chart.
This is a feature unique per device. You can have separate settings for your laptop/desktop,notebook or even tablet.
To widen the chart, click the blue tab on the left side of the chart. This will collapse the Quote Bar to the left of the chart. You can ‘undo’ this by clicking the tab again.
Create Customized Option Table Views
Create, edit and re-create custom Option Views.
This feature allows you to create up to two customized Option Tables. Add/remove categories or even change the order of category columns by clicking on the criteria, then drag/drop it to the new location.
Click ‘save’ and you’re done.
Note: You can change the order of your variables you select by clicking/dragging the variable up or down. The custom views can be changed at any time – to adjust to the user’s needs.
Inner Circle - Money Flow
Activity by Volume & Number of Trades
Money Flow shows trading activity in two views.
The darker shade in the middle of each column – either dark green or red- indicates difference
between the buy/sell volume and buy/sell number of trades.
For example, on February 27th, the top graph shows approx. 1.75 Billion
buying volume from just over 50k trades (bottom graph). Selling volume of
approx 1.5 B resulted from less than 50k trades.
Where the volume and trade columns overlap is an indication of
‘big money’ (Institutions) moving in(dark green)or out (dark red)
of the stock.
Note the dark green line overlap on both graphs for the Feb. 27th example.
Heat Maps Too
The Heat Maps on the Market page offer the ability to drill down to the stock level. You are able to do this with both the Map and Spectrum views. Clicking on a stock will also show the quote detail. From this you can also send to a list or research.
Additional Option Criteria
More Option Choices for Customized Option Tables
Mark: The mid-point price between the option’s Bid and Ask
$ Change
% Change
IV Change
