Stock List

Daily Graphs Online Help

STOCK LISTS

The Stock List feature will organize, store and display groups of stocks and indices. With this feature, an unlimited number of Stock Lists can be created. Each Stock List will hold an unlimited number of stocks or indices.

The Stock List feature contains two elements: Stock List Menu and the Stock List Window.

The Stock List Menu is used to manage Lists. This includes opening Lists, creating Lists, importing Lists, and deleting Lists (see our Tips & Tricks section for suggested uses).

The Stock List Window is used to manage the contents of a List. From this window, stocks or indices can be added or deleted, displayed, printed to exported to Excel (see our Tips & Tricks section for suggested uses).

Stock List Menu

Window title
List selection

	Open existing List
	Create new List
	Import List of stocks
	Delete existing List
	Close Stock List Menu

Window title: Area where the name of Stock List Menu window is displayed.

List selection: Name of all Stock Lists. When the number of Lists becomes long, a scroll bar will appear to the right, allowing access to all items.

Open: To access an existing Stock List, highlight the desired List name and click Open.

Create: To make a new Stock List, click the Create button. A new window will open to allow the new List to be named. Please note: the name of a List must begin with a letter. Other characters may be used, just not at the beginning of a name. After "OK" is clicked, the Stock List window will open.

Please see Tips & Tricks for suggestions on this and other aspects of using the Stock List feature.

Import: This feature permits the subscriber to create a new Stock List from a file that already contains ticker symbols and equity names. This feature is available for the following files types: Text (Tab Delimited - *.txt"), Formatted Text (Space delimited - *.prn), or as Report (*.rep) .

To import a file, the file must meet the following conditions:

(1)	For a spreadsheet file, the list of stocks must have ticker symbols in the first column and company name in the second column (this is for display purposes only).
(1)	If the imported file is from a text editor (i.e. Word, Note Pad), the ticker and company name must be separated with a "tab". When additional columns of data are included in a document, the import process will still function but any additional columns of data will not be imported to the Stock List.
(2)	Files cannot be imported if it is in use by another application -- be sure to close the file before trying to import it.

With the above conditions met, the Stock List import feature can be utilized. Begin by clicking the Import button. This will open a new window. Use it to locate the file to be imported. Highlight the file, click "Open" and name the new Stock List (see Create description for details). Click the "OK" after naming it and a new Stock List window will open with the imported stock list.

Delete: To remove an existing Stock List, highlight the desired List and click the Delete button. An action window will open to confirm the deletion of a List. Click "OK" to proceed or "Cancel" to abort the removal of a List.

Cancel: To close the Stock List Menu, click the Cancel button. All changes made to the Menu will be saved.

Stock List Window

Stock List window title
Print/Export icons
List content
Function buttons
Statistic box

Stock List window title: Displays the name of a Stock List.

Print/Export icons: To obtain a printed copy of a Stock List, simply click the Printer icon button. The printed page will contain the display name and its ticker symbol.

To export the list to Excel, simply click the Excel icon button. This will open the Excel application (if it is not currently in use) and will place the ticker symbols and display names in separate columns. Please note: Excel version 5.0 or greater must be used for this function.

List content: Displays the name of the stocks or indices in a Stock List. For Stock List that were created from an imported file, the display name will be that of the imported file. For additional information on importing files, please see the Import description above.

Function buttons: The Add and Delete buttons are used to change the content of a Stock List while the Exit button is used to close a Stock List.

To add a stock, type the ticker symbol so that it appears in the blue symbol box and press the Add button or the Insert key (on your keyboard).
To delete a stock, highlight the stock (click on it once) and press the Delete button or Delete key (on your keyboard).

Statistic box: Indicates the number of stocks or indices in a Stock List.

Please see Tips & Tricks for suggestions for making the most of the Stock List feature.