Introduction to ProphetX 3.0

Transcription

1 Introduction to ProphetX 3.0

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3 Table of Contents User Interface... 2 Global ProphetX Preferences... 2 Navigating ProphetX Docked Panes... 3 Context Tool Bar... 3 Split Views... 4 Tabbed Displays... 5 Detaching Windows (Multi-Monitor Display)... 6 News... 7 Quotes... 8 Heat Map Mode... 9 Traded Spreads Price Alerts from Price Alerts Voice Price Alerts Quote View Display Charts Studies Adding a Study to a Chart Changing Study Parameters Creating a New User-Defined Study The Study Dialog Box Chart Signals Using Pre-defined Signals Modifying a Signal Creating a Signal Synthetic Spreads Trend Lines Time and Sales Options DDE Linking Market Scan any display Keyboard Shortcuts DTN Symbology Symbol Search Frequently Asked Questions User Interface News Quotes Charts Options Alerts ProphetX Help

4 User Interface For detailed information on creating any display, please refer to the on-line ProphetX Help selection from the ProphetX Main Menu. Global ProphetX Preferences The File/Preferences selection from the main menu bar will set all userdefined preferences for ProphetX. You will want to set these preferences before doing anything else in ProphetX 3.0, as it will affect all of the displays you use. Remember to make selections at the root of the directories as well as within the sub-sections. (+) The File Preferences can also be accessed by clicking on the Preferences button on the main button bar. 2

5 Navigating ProphetX Docked Panes The Docked Window Panes are located at the left side of the screen. They are minimized when not in use. When you click on one of panes, it will expand to show selections available. (Various selections will be described within the ProphetX features described in the rest of this document.) To Hide the Docked Panes completely, select View from the Main Menu and uncheck Docked Window. The Context Tool Bar is located at the bottom of the window frame. In File/Preferences/General Preferences you can set the status to Auto Hide Context Toolbar or show on every display. The F2 key toggles the toolbar off or on, regardless of which preference you ve selected. Use the buttons on the Context Tool Bar to make changes to the contents of that display. (For current ProphetX 2.5x users, this is similar to the original charting toolbar that activated when a chart was displayed. Instead of showing on the upper tool bar it now displays at the bottom of each display and is related to that display only.) If you have more than 1 display open in the window this tool bar will have buttons related to each of them and located side by side. 3

6 Split Views On the Context Tool Bar, click on the Linked Views in Split Pane to link a display on the bottom of the current window. Click on the Create a Linked View button to select the view to display: This quote sheet was linked to news using the buttons on the Context Tool Bar. 4

7 In a split window view, to delete the bottom view or move it into its own window, right-click in bottom portion of the window and make your selection. Reframe View will create a new window. Note: You can move it back into the original window as a tabbed display (drag and drop in the tabbed area of the original window) but you cannot put it back into the split format unless you recreate the split format as outlined above. Tabbed Displays All displays can be tabbed within one window or as individual displays if preferred. The Create new tabs in same frame toggle button on the main (upper) button bar will determine where to place the module you are selecting. The default was pre-defined in the File Preferences option from the main menu. When the button is indented on the button bar, it s set to place windows in a tabbed format in the same frame. (See example below) 5

8 If it s not indented, your selection will create a new window for the display. This example shows the button indented new displays will be placed in tabs in the same window. Right click on a tab to change the tab itself (for example, to place the tab in a new frame), or to delete, rename, or change the color of the tab. Detaching Windows (Multi-Monitor Display) Right click on the Title Bar to change the window title or to detach the window and place it outside of ProphetX (to a different monitor, for example) To add a display to a detached window, first open it in ProphetX as a separate display then click and drag it to the detached window. To attach it back to ProphetX, right click on the title bar and select Dock in New Frame. LogIn Button Click on the Login button on the main (upper) toolbar to change to a different server. 6

9 News There are several ways to open a news index: Double-click on a news category from the docked News display - this will always open a new window. Drag and drop a news index to an open window this will add an additional tab to the selected window frame (only if you ve pre-set it that way in your File/Preferences) Select a Linked News Display from the Create Linked Display button in the Context Bar on one of your current displays. Toggle between news pages by clicking on the left and right arrows on the news Context Toolbar. You can also do this by holding down the Ctrl and Page Up or Page Down keys. 7

10 Quotes To create a new quote display Select Quotes/Quote Sheet from the Main Menu Type the quote symbol following the instructions described on the ProphetX Quick Reference Guide Tips: You can copy and paste most symbols from another quote sheet or Windows application. You can copy data from the quote sheet to almost all other ProphetX displays. Just tile the windows, then drag and drop from 1 to the other. You can drag and drop to a spreadsheet to create a linked spreadsheet. When selecting Spreads from the Quotes selection on the main menu bar, you can drag and drop symbols to the dialog box from Symbol lists in the Files docked pane or from the Symbol Search docked pane. To quickly enter all the traded spreads for a symbol, type the symbol root and hold down the Ctrl key while pressing F3. To drag and drop from the symbol search to the quote sheet, click on the symbol (or highlight a group of symbols) wait for a second while the search closes and then drag it to the location where you want to drop it. 8

11 Quote displays can also be created from other displays by right clicking in the display and selecting New/Quote Sheet. Heat Map Mode Heat Map Mode displays the highest % Change for up or down market conditions in deeper colors. Insert the column names %Change Right click and select Sheet Properties Select the Updates tab. Click on Heat Map Mode. 9

12 Traded Spreads Traded spreads can be entered as a futures chain in a quote sheet Type the symbol root and press Ctrl/F3 The spreads will roll at expiration. 10

13 Price Alerts The Alerts feature has its own Main Menu selection. Before creating alerts, set the default alerts selections under File/Preferences. The Frequency default was changed to Retrace rather than Every to accommodate the new alert action this selection will allow the user to an alert to himself if he is away from his desk. from Price Alerts Alerts may be sent to an address when the alert criteria are met. The default specifications are defined in the File Preferences for Alerts. (Your must be SMTP compatible.) Activate the selection in the Alerts dialog box. 11

14 Voice Price Alerts Enable Voice Alerts in the File Preferences for Alerts. Activate the Audio/Speak selection in the Alerts dialog box. Quote View Display The Quote View displays everything that is available on that instrument. For previous ProphetX users, the Quote View can now be left open in at all times in ProphetX attributes such as blinking and highlighting can also be applied to the Quote View. Select Quotes/Quote View from the Main Menu Type the symbol for the instrument and click on OK Example of a Quote View display 12

15 Charts To create a chart select Charts/Chart from the main menu a blank chart will open. Just type the symbol you d like, or drag and drop it from a quote list or the symbol search and press Enter. To change a chart to a different instrument, click anywhere in the chart and start typing the new symbol. To add an instrument to an existing chart, type the new instrument, hold down the Ctrl key, and press Enter. Or, hold down the Ctrl key, then drag and drop the symbol from a Quote List, another display or from the Symbol Search docked pane. Hint: Drop the data before releasing the Ctrl key. A chart can also be created from most displays by right-clicking in the display and selecting New/Chart. 13

16 Studies Adding a Study to a Chart: Select the study from the f(x) docked pane Drag it to the chart. or, Right click in the chart and select Add Study Select the appropriate study from the list. Changing Study Parameters Prior to Adding the Study to the Chart: Right-click on the study name listed in the f(x) docked pane and make the changes in the displayed dialog. Update will save the parameters permanently. Changing Parameters after Adding to the Chart: Right-click and select Properties, and modify as necessary. 14

17 Creating a New User Custom Study When creating your own studies you can either use the pre-defined studies as part of your study or you can create it as a brand new study. Right-click on the word User in the f(x) docked pane Select New The study dialog box will open If combining the formula with a pre-defined study, right-click on the study name in the Standard study list on the docked pane and select Create xxxxx(name of study). The study will be added to the end of the User Study list. Right-click on the study to open the study dialog box. 15

18 The Study Dialog Box In the Name entry of the User Function dialog box, give the study a name Type the formula for the study in the Formula entry. If using a predefined study, modify it to create the new study criteria. If not using system parameters, delete any parameters listed in the Parameters section. When finished select the OK button. The study will display in your study list and can be added to the chart as outlined above. 16

19 Chart Signals ProphetX has several built-in chart signals such as Stochastic and MACD s which display buy/sell signals on the chart. Using Pre-defined Signals Create the base chart and add any preferred studies. Select f(x) / Signals from the docked menu bar on the left. Click on the signal, drag, and drop it on the chart. Modifying a Signal Navigate to the f(x) docked tool bar Select the signal to modify and right-click Select Properties the properties dialog will open 17

20 - First, select the buy or sell signal to modify. - Change or enter a new formula in the Rule section. - Make sure the Icon checkbox is checked and select an icon to display in the chart. - Make sure the Color checkbox is selected and select the color of the signal. - If you would like text to display along with the signal make sure the Text checkbox is checked and type the text. - If setting an alert to trigger along with the symbol, check Message and enter the message text. - Run will allow you to run another program if the signal activates. Type the path to that program in this entry. - Click OK when finished. Creating a Signal When asked for a signal name, enter a unique name for the signal. Follow the same directions as above. 18

21 Synthetic Spreads This feature is used to create spreads and other formulas, as well as set instrument properties at the same time - such as conversion values. The Synthetic Spreads calculator also calculates the high and low results while the User Custom Studies are based solely on the close. Navigate to the f(x) docked pane on the left and select Synthetics. Right click and select New. The Synthetic Spread Definition dialog box will open. In the Symbol area, type the base symbol or formula. In the Weight area, type the weighted value (number to multiply by). Right click in the dialog and select New Entry. In the second line type the next base symbol or formula. In Weight, type + or and the weighted value. Continue to add entries as necessary. When finished Click OK. 19

22 This Spread Definition does the same thing: These Spread Definitions are also the same as typing this formula: However, if you enter this formula instead of the Synthetic above the high and low values will not be calculated. *In review, use the Synthetic Spread calculator if you want a bar or candlestick chart and include the high and low calculated values. Use the individual formula or User Custom Study if you are only interested in the close and a line chart. How Intraday Spread Values are Determined Looks at high, low, open and close for all instruments and uses first open, last close, lowest low, and highest high within that time period. Using the Synthetic Spread Type a : followed by the name of the Synthetic Spread. 20

23 Trend Lines To add a trend line to a chart, click on the drop-down arrow labeled Create Line Study, located on the charting Context Toolbar. Select the appropriate trend line When applying a trend line, click at the point on the chart where you want to start the line, move to the point where you want to end the trend line, and click again. Or, click at the starting point, drag and draw the line to the ending point and double-click. If a trend line is placed on a chart and you change the chart s interval, the trend line will be removed. ProphetX can t intuitively know what the user wants to do next. Therefore, trendlines must be re-created when making these changes. To make changes to the trend line, right-click on it and select Properties. (The property changes you make will override the global preferences on this chart only. If you want to permanently change the properties, you must go to File/Preferences/Drawing Tools and make the changes there. 21

24 Time and Sales The Time and Sales shows all trades that have occurred on an individual instrument. The default Time and Sales display is selected in the File Preferences under Time and Sales: Select Charts/Time and Sales from the Main Menu Type the symbol for the instrument to be displayed and press Enter Right click in the display to change the default view. Example of Time and Sales in the Down Rows selection. Example of Time and Sales in the Across columns selection. 22

25 Options To do What If scenarios in options, you can lock all of the options prices and implied volatility curves at the same time by clicking on the Lock button. You can also lock these two fields individually by right clicking on the column heading and selecting the lock option from the drop-down list. You may also lock and/or change the options price or volatility. When creating an ATM View, type the symbol root only. When creating a Series View, type the symbol root, followed by the month and year codes. Rolling futures symbol codes such as C@1 will not work here because some futures have serial options trading months. 23

26 To specify how often the options should update, right click in the upper portion of the series month view to select Properties. Make the appropriate selection under IV Update. The default calculation method is Parabolic to change this method, click on the drop-down arrow under IV Curve. Right click to add or remove fields from the options display. You can create Quote Lists from the options displays. Use these Quote Lists to create a quote sheet listing all the At the Money options for a particular options instrument (ATM View) or to create a quote sheet listing all the options At the Money prices for a particular options month. (Series View) - Highlight the OptDesc field and right click. - Select Export QuoteList. - Select the appropriate folder and give the quote list a name. - To open the quote list, right click on it and select the appropriate display from the pop up list. 24

27 DDE ProphetX 3.0 allows for Drag and Drop to DDE link quotes to a spreadsheet. It works best if you size ProphetX and the spreadsheet in order to see the spreadsheet cells you are linking to. If you have Excel minimized on your Start bar, just highlight the cells you want to link and drag to the Excel icon but don t drop it just hover over it and the spreadsheet will open for you to drop in the appropriate position. To cut and paste, hold down the ALT key while dropping it to paste the data to the spreadsheet To copy fixed news, open the news page, click on the copy button, and then paste into the new application. To copy tabular data, right click in the tabular display and select Format DDE link enter the date range or number of rows to link. In the spreadsheet, right click, select Paste Special/Paste Link. Market Scan Displays the top 100 instruments from NASDAQ, AMEX, or NYSE, that meet certain defined criteria. Currently available are: To create Market Scan, select Quotes/Market Scan and make selections as in the diagram above. 25

28 any display All displays can be copied and ed. Highlight the data and press Ctrl/C Select File/Send from the main menu bar Paste (Ctrl/v) the data in the body and address to sender 26

29 Control Key ProphetX 3.0 Keyboard Shortcuts Ctrl/X Ctrl/C Ctrl/V Ctrl/Enter Ctrl/Double-Click Ctrl/Tab Ctrl/Drag and Drop Cut Copy Paste Add an instrument to an existing chart Add a workbook to an existing workbook Switch focus between top and bottom display Add a symbol to a chart from the Symbol Search docked toolbar or from quote sheet or quote list F Keys F1 F2 F3 Ctrl/F3 F5 Ctrl/F5 Shift/F5 Help Toggle the Context tool bar Create a futures chain Create a traded spreads chain Copy the entire ProphetX display including title bars and tabs Copy the ProphetX display without title bars and tabs Copy only the portion of the display in a split window that has focus. Charting Shortcuts When entering the charting symbol, type a comma followed by the following interval shortcuts:,# Create a minute chart for x number (#) of minutes. (Ex: C,3 is a 3 min. corn chart),d Create a daily chart,w Create a weekly chart,m Create a monthly chart 27

30 DTN Symbology Day-traded Symbols Type the symbol root, followed by month and year codes. Ex: NGN6 Composite (combined day and electronic traded) Type the + sign, followed by symbol root, month and year codes. Ex: +CLN6 Electronic NYMEX Type Q, followed by the symbol root, month, and year codes. Ex: QNGH4 IPE EB and EPI Ex: EB@1 FN Brent Crude Natural Gas All other exchanges followed by the symbol root, month, and year codes. 28

31 Symbol Search Used if you do not know the symbol for an instrument. Go to the Symbol Search (flashlight) on the docked toolbar Click on the drop-down arrow next to Select One and select the symbol type When the categories return, double click on a category The symbols will be displayed at the bottom of the search dialog Select 1 symbol or press control or shift to highlight several symbols Drag and drop them on the preferred display In the example above, the SIC symbol for By Industry Code was selected for Coal and Bituminous Coal and Lignite Surface Mining. The symbols at the end represent those in this category. 29

32 Frequently Asked Questions User Interface Q. Can I change Global Preferences for just 1 display? A. Yes. Right click in the display and select Properties to choose your preferences. These will over-ride the Global Preferences for this display only all proceeding displays will continue to use the default preferences. Q. Are there any Global Preferences that I can t over-ride? A. Some Global Preferences can only be set on the global level (File/ Preferences). Individual display preferences will list only those that can over-ride the global selections. Q. I opened a display and wanted it to show as a tab in an existing window. Instead, it opened a separate window. A. Just click on the tab in the new window and drag it to the tab area of the other window. Q. I had a split display with a news index at the bottom. I right clicked and detached it but now I want it back in the split window. A. Once you detach a split display, the only way to get it back into the split format is to re-do the original split display, following the instructions on page 5. Q. How can I save my workbooks in my network folder? A. Go to the Files docked toolbar and right-click on your user ID at the top level of the display. Select Attach Folder. Navigate to your network location and select it. Now, when you save, click on the drop-down arrow next to My ProphetX Files in the Save dialog and select that network location. Q. I detached a window and can t find it. A. Check your Windows Start Toolbar it will look like another instance of ProphetX named with the window title. Right click on it and select Restore or Maximize. The window will open and you can either move it to a preferred location or right-click on it to reframe it in your ProphetX display. 30

33 News Q. How can I get news that is not listed in the new categories in the docked toolbar? A. Select New/Search Scrolling News or Fixed News and enter a keyword to search for. You can even search for a specific news page number (if known) or a web page. Q. What s the difference between Scrolling News and Fixed News? A. For Scrolling News, every time an update occurs, a new story is generated and the title scrolls onto the scrolling news index list. With Fixed News, the index has a specific (fixed) set of stories. Updates are made right in the story itself. Fixed News indexes never scroll. Q. How can I a news story to one of my customers? A. Either right-click in the story and select Copy, do Ctrl/C, or use the copy button on the toolbar to copy the story. Go to File/Send . Address it and send it out. 31

34 Quotes Q. I set my quotes to blink when the last price changes but the entire row blinks. How can I set it to blink just on the price itself? A. Highlight just the price or the price column, depending on which of those you want to set for blinking. Right click and select Column Properties. Click on the Blink in Field Mode checkbox. Q. Is there a way to show 2 columns of Ticker Symbols on 1 line? A. Yes. First, set up your first set of Tickers and the fields you want to display. Then, either go to a blank column on the right end, and right click to select Set Column Content. Select Ticker Symbol from the list of available fields. The Ticker and all previously selected columns will replicate. (This will not work if you insert a blank column first. If you want a blank column between the Ticker sets, insert it after setting up all the Tickers.) Q. I have a list of quote symbols on a spreadsheet. How can I copy these symbols to a Quote Sheet? A. Highlight the symbols, drag them to the Quote Sheet, and drop them into a Ticker Symbol entry. 32

35 Charts Q. My charts look different than the way I want them to display. A. Did you set up Chart Preferences before you started? If so, then right click on the chart line/bar itself and select Properties. You save this as a default template to default to these preferences for every chart. Q. My Data Window doesn t update when I move my Crosshairs across the page. A. That s correct. The Data Window reflects the current prices for today only. As you move from 1 point to another on the chart a pop up window displays the price for that price point. Q. How can I quickly create another chart with the same symbol and a different interval? A. Right click and select Duplicate Chart. Click anywhere in the chart and type a comma and the increment shortcut. For example,3 will change the interval to 3 minutes -,T will create a Tick chart. Q. I don t want to display the entire chart I would prefer a specific time frame. A. Right click on the x-axis and select Change Data Range. Q. I look at instruments that go into a Fast Market can I show this on my quote sheet? A. Yes, go to File/Preferences/Colors and Fonts. Change the color for Fast Trades. Then, right click in your quote sheet and select Sheet Properties. Select the Updates tab and check Show Fast Market. Use the same process for highlighting or blinking for trade updates. 33

36 Options Q. I want to display more that just in and out of the money for every contract month in an Options window. A. Just right click in the bottom portion of your ATM display and select Properties and Config. Change the number of strikes to display. Please note: The ATM display does not update automatically. You must manually update it. The Series display does update. Q. My options display does not update when the underlying price changes. A. Right click in the upper portion of the Series display and select Properties/IV Update. Select Option or Underlying Trade. Q. How can I link options data to a spreadsheet? A. First, you must publish the prices to ProphetX quotes. Click on the What If button in the upper portion of the Series display. Then, click on the Options Publishing checkbox. In a Quote Sheet you can now display the options symbols and all of their corresponding fields and link them the same way you link quotes. The publishing step is temporary. In a later version of ProphetX you will be able to link directly from the Series display. 34

37 Alerts Q. I set a price alert and it didn t activate. A. Go to the Alerts/Price Alert dialog and make sure the alert is enabled. Is the Alert s criterion correct? Then check to make sure you ve selected the appropriate Action and Frequency. Creating Workbooks Q. I currently use version 2.5x. Why do I have to recreate my workbook in 3.0? A. In order to take advantage of new technology and include many new features, the underlying architecture of ProphetX was changed. With the new interface you will want to change your workbooks anyway in order to take advantage of a more efficient interface. 35

38 ProphetX Help These instructions are very basic and subject to change as ProphetX 3.0 progresses. For more detailed information, please refer to the Full User Guide in the on-line Help files. * On-line Help Select Help/Help Topics from the Main Menu Bar in ProphetX. Web Address support Address to: [email protected] Telephone support Fax *The help files are updated as ProphetX 3.0 progresses if you can t find the information you need in Help, or you need additional assistance, please contact our tech support group at one of the options above DTN. All rights reserved. 36

39 DTN 9110 West Dodge Road Omaha NE