Program Features: Stock Lists

The Stock Lists is an organizational tool to create, store and contain an unlimited number of stocks. Like the Reports feature, the Stock Lists provides the ability to quickly view stocks via the Spacebar key.

All Stock Lists may be accessed, updated, or modified at any time from any computer meeting our minimum requirements.

The Stock Lists features consist of two elements:

1. Stock Lists Menu
2. Stock Lists Window

STOCK LISTS MENU The Stock Lists Menu appears when the "Stock Lists" command button is clicked. With it, the following tasks may be performed: Create new lists Display list names Open existing lists Import lists Delete lists Display number of lists

Create New Stock Lists

When creating a name for a new Stock List, consider the following facts:

1. The name may contain up to 50 characters;
2. All characters are accepted (symbols, numbers and letters);

Display List Names

It is possible to create and store an unlimited number of Stock Lists. List Names are displayed in a symbol-numeric-alpha order.

When additional lists are created, the new list name will appear as the last item in the Menu display field. When the Stock Graphs program is closed and reopened, all Stock List names will be resorted.

Open Existing Lists

To access an existing Stock List, locate the desired list, click it once to highlight it and then press the Open button. A list may also be opened by clicking twice on its name.

Import Lists of Stocks

By offering the ability to import text files, one is able to readily access lists created in other applications. The following tools are all capable of generating text files that can be imported as stock lists:

• Daily Graphs Custom Screen Wizard
• Investors.com My Stock Lists
• Investors.com Screen of the Day
• Investors.com IBD 100
• Any application able to save files in a text format

This feature is also valuable to those who back up their Stock Lists, or otherwise find it useful to temporarily remove lists from the Menu.

To import a file, please adhere to the following:

1. Symbols match those in the O'Neil Database®;
2. Symbols are of stocks only—index symbols are not accepted;
3. Symbols are arranged in a single vertical column;
4. There are no characters or spaces above or before the symbols;
5. Accepted file extensions include: ".txt", ".prn", ".rep", or ".lst";
6. File list is not currently open in another application.

Click here for additional information on importing the contents of a spreadsheet as a Stock List.

For details on creating a name for a Stock List, see "Create New Stock Lists".

Delete Existing Lists

To delete an existing Stock List, locate the desired list, click the item once to highlight it, then press the Delete button. You will be prompted to confirm the deletion, since a deleted list cannot be recovered.

Display Number of Lists

The Stock Lists Menu displays the current number of lists in its lower left section. This number is adjusted immediately whenever a Stock List is added or deleted.

STOCK LIST WINDOW

Stock List Windows store lists of stocks and display pertinent data items. Lists are accessible from the display field of the Stock Lists Menu. These windows perform several functions:

• Display stocks and related data items
• Sort data in list
• Update data in list
• Edit stocks in list
• Access charts
• Print list of stocks
• Export list of stocks
• Display number of stocks

Display Stocks and Related Data

The display area of a Stock List Window provides company name, stock symbol, price, price change and volume percentage change data for all stocks in a list. Price and volume information is provided on a 20-minute delayed basis during market hours.

Sort Data items

When a Stock List is opened, stocks are sorted in the order they were added (new additions appear at the end of a list) or imported. To modify the display order, click any of the data description headers; one click will sort the data on an ascending basis, and a second click will sort the list on a descending basis.

Click the "Update" button to return the list to its original order.

Update Data Items

To obtain the latest price and volume related information during market hours (20-minutes delayed), click the "Update" button.

Edit List of Stocks

Stock Lists may be modified at any time by adding, deleting, or copying stocks from one list to another:

ADD STOCKS
There are two ways to add stocks to a list:

1. Type symbol in the Stock List Window Symbol Field and click the "Add" button
2. Access the chart of a stock and click the "Add" button

A brief message will appear confirming the modification to the list.

DELETE STOCKS
Stocks may be removed from a list in one of three ways:

1. Click the stock(s) in display area and click the "Delete" button
2. Highlight, drag and drop stock(s) to any area outside the Stock List Window.
3. Click desired stock(s) with the right-hand mouse button and select "Delete"

A pop-up window will appear to confirm the deletion. Click "Yes" to remove the stock from the list.

To select more than one stock in the list, use the SHIFT key to highlight all stocks between two points, the CTRL key for specific stocks, or the "Select all" button to highlight all stocks in a list.

COPY STOCKS
Stocks, or groups of stocks, may be copied from one list to another list by selecting the item(s), then dragging and dropping then from one list to another. Use the following steps to complete this task:

1. Open the lists containing the stock(s) and the list to receive the stock(s);
2. Using the main (left-hand) mouse button down, click on the stock(s) to be copied and hold the mouse button down;
3. With the button held down, move the cursor to the center of the other list’s display field and release the mouse button;

A confirmation pop-up message will appear—click "Yes" to complete this task.

To select more than one stock in the list, use the SHIFT key to highlight all stocks between two points, the CTRL key for specific stocks, or the "Select all" button to highlight all stocks in a list.

Access charts

The stocks in the Stock List Window are linked to the charts, allowing easy access to the graphs. To view stocks, simply perform one of the following tasks:

• Click the desired stock line and press "Enter" on the keyboard; or
• Double click desired stock line;

To quickly view a number of charts, access a stock from the list and press the spacebar on your keyboard. Each time the spacebar is pressed, the chart of the next stock (in descending order) will appear. Additionally, when a number of stocks are highlighted by using the SHIFT or CTRL key, pressing the ENTER key will rapidly display each highlighted stock in descending order.

Print List of Stocks

To obtain a printed list of data in a Stock List, press the "Print" button in the upper left window area. This will prompt the printer setup window to open. Press "OK" to print the contents of the list (including all price/volume data items).

NOTE: The printer setup window may be used to change printers, print multiple copies, or make other adjustments to the printer settings.

Export List of Stocks

Stock Lists and its data, may be exported to your computer as a text file. This option makes it easy to transfer a list of stocks to other applications (many programs can import text files) or to archive lists.

Display Number of Stocks in List

To determine the number of stocks in a list, simply look to the bottom left section of the Stock List window. This number is adjusted the moment a symbol is added or deleted.

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