Chart Navigation
Hovering the cursor over the icons will display it’s function.
In the upper right of the Chart screen, you can select which Chart Profile to research from the drop-down box, then save or delete the profile.
The next set of icons immediately below this gives more charting capabilities: Increase/Decrease price ranges, Reset price range, Hide/Show Navigation Bar, Move the date Back/Forward, Export/Print Chart
Other features include the Navigation Bar (below the chart). The shaded area corresponds to the chart time period. Slide one or both tabs of the bar to adjust the time period covered.
The “Hide/Show” button near the top-right of the screen will collapse the Indicator Detail area above the chart.
Overview & News
Located in ‘The Dashboard’, the Overview provides a snapshot of the company, including the Sector and Industry. By clicking on the Industry link, a list of stock symbols in the same category will appear. The “Stock Detail” list will have current market information and The Score navigational icons.
The News section lists articles covering, related to, or mentioning the selected Company. Click on any headline to be linked to the full article.
Sending from One “List” to Another
You can send symbols from any list, including Find, Explore, Actives, to your Watch lists — including from one watch list to another.
Simply (1) click the “Check” icon, (2) select the symbol(s), (3) click the “Page/Arrow” icon and select the List you want the selections sent to.
You can also ‘Click & Drag’ – highlighting a group of symbols you want moved to another list, or to the Research Tab.
Note: Research can handle up to 20 stock symbols at a time.
Don't Know the Symbol?
No Problem
You can search for symbols from several entry points including “Market” and “Watch”. Simply start typing all or part of the Company’s name and the system will proactively provide you with suggestions. You can use this feature anywhere including Insiders and Institutions.
For example, typing “Bank” in the Symbol box will bring up the stock symbols and names of companies with “bank” in their name.
Depending where you are in the Platform, clicking on the selected symbol while you are in:
The “Market” or “Watch” tab, it will be added to your currently open list of stocks.
The Dashboard of the “Research” Tab, it will automatically provide the top layer of information on the stock. As always, you are able to navigate to different areas or ‘drill down’.
Insider or Institutions of the “Research” Tab, the corresponding data will display, such as data by Quarter, the biggest buyers and sellers and more.
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
Valuation
Is it Overvalued or Undervalued?
Valuation looks at Key Ratios and Projected Price to evaluate the stock’s current value.
Key Ratios like both trailing and forward PE along with PEG (Price/Earnings/Growth) are weighed.
The Price compared to Book (flow of business), Cash Flow, and Sales are also very important factors to provide a well-rounded synopsis of the valuation modeling of the stock.
Advanced Indicators
We offer select Advanced Upper and Lower Indicators that are not just derived from the price, including proprietary indicators like “Invest4Score” and “Insider Score”. They are accessible by using the “Add Indicator” drop-down box.
Upper Indicators include:
- Event Flags – showing Earnings and Dividends
- Journal Display
- Support/Resistance
- Extrema Trend Lines
Lower Indicators include:
- Historic Volatility/Implied Volatility
- Insider Score
- Institutional Percentage
- Invest4 Score
- Momentum Score
- Open Interest
- Options Volume
- Put Call Ratios
