Market Reflex Feature Guide

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General Features

Chart Features

Market Reflex - MACD Chart illustrating histogram, named lines, and selectable background color.

Showing selectable background color and named lines

Stock Comparison Features

List Management Features

Data Management Features

General Features

Feature	Benefit
Quick stock access	Double click on a stock in any table or tree to view it.
Rapid data access	True database design delivers exceptional speed and flexibility.
Free daily and historical data	Market Reflex comes preconfigured to access free and low cost data sources. Other data sources can be easily configured.
Dial-up friendly	Daily online update data volume is low, allowing dial-up access users to have faster than Web information retrieval after daily updates.
Instant classification information	One click opens the classification tree at that stock.
Instant market quotation	One click brings up a market quote from the source that you selected.
Event logging	Important monitoring and data events are recorded.
Specify data period	Select daily, weekly or monthly data for both analysis and chart display.
Specify indicator base	Choose open, high, low or close values to calculate indicator results for charts and analysis . Applies to EMA, MACD and RVI/RSI indicators.
Active stock precedence	Set stocks being traded to active status to ensure that they appear at beginning of result tables and reports.
Trading records	Record actual trades using included currency conversion features.
Updatable internet links	Supplied internet links are grouped by category and may be user configured.
Navigation	Tabbed design allows rapid access to functions.
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Chart Features

Feature	Benefit
Synchronized vertical cursor	The cursor is positioned at the same date in all visible charts. It can be repositioned by arrow, home and end keys, or by mouse or buttons. Holding the shift key while positioning accelerates cursor speed.
Log scale display	One clicks set the price scale to a logarithmic or linear scale.
Named lines display	One click displays a label describing each chart line on all charts.
Adjustable line width	One click changes the chart line width from narrow to wide.
Background color	Set chart background to any color. Foreground line colors are automatically adjusted to remain visible against any background color.
Selected zoom area	Drag a rectangle around any chart area to enlarge it. The resultant chart display can be further zoomed.
Up/down volume display	Set colored bars on volume chart to display gain or loss days.
Selectable price display	Choose a bar or candlestick display. At the same time display any of the open, high, low, close lines plus two EMA lines.
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Analysis Features Analysis calculates the historical profitability and other values for strategies you specify.

Feature	Benefit
Proven technical indicators	Technical indicators have been restricted to time tested and respected indicators which each provide a distinct view of the data.
Named indicator values	Specify indicator values in named fields. No complicated notations or mathematical formulas are required. Just enter your values and click 'Calculate'.
Purchase and sale strategies	Separate purchase and sale strategies are entered. Completely different indicators and values can be used to trigger buy or sell signals. This allows stock strategies to include both the best purchase strategy and the best sale strategy.
Multiple stop options	Choose any or all of five stop options to include with your sale strategy.
Reinvest option	If this option is set the balance from a strategy sale will be reinvested, otherwise the initial capital amount is invested in the next purchase.
Multiple indicator strategies	Indicators within a purchase or sale strategy can be combined by checking the 'OR' operator to specify that a signal from any active indicator can generate a trade signal. If the 'AND' operator is checked then all active indicators must signal a trade to generated a trade signal for the strategy.
Quick recalculation	Set an option for the focus to jump to the 'Calculate' button after a value change. This allow you to make a value change then press the space bar to recalculate the strategy.
Multiple strategies	In addition to the default strategy for each stock, you may name and save any number of additional strategies for that stock. Each strategy can be loaded, modified, recalculated and saved again.
Save as template	Any stock strategy can also be saved as a template to be applied against lists of stock or all stocks when monitoring.
Load a template	Any template can be loaded as a strategy of the current stock, for a fast start to strategy optimization.
Date range specification	The data used in the calculation is specified by a start date and a stop date. This allows a strategy to be developed for a prior period then 'forward tested' by changing the stop date to the current date and determining the success of the strategy for the period between the original stop date and the current stop date.
Multiple result views	Calculation results are displayed in a financial summary, a table showing each trade and a choice of four charts. Trade points can also be displayed on the Price chart, optionally with the trade price shown.
First trade option	Ordinarily the first strategy trade is a purchase. If the stock is considered to be held at the beginning of the calculation period, the first trade can be designated to be a sale.
Chart data transfer	One click transfer of purchase or sale strategy values to the charts page. Modify the strategy values on the Charts page then transfer them back to the Analysis page purchase or sale strategy values with one click.
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Monitoring Features Monitoring performs the analysis calculation on all strategies or selected strategies.

Feature	Benefit
Selective monitoring	Monitor stock strategies contained in a list or index. Monitor stocks within an industry classification. Combine index and classification selection for monitoring. If no selection is made, all stocks are monitored.
Strategy templates	Monitor selected stocks using a strategy template that you select.
Default strategy replacement	When monitoring using a strategy template, the strategy template can optionally replace the default strategy of each stock.
Tabular or report results	Trade signals, stop orders and all strategies are shown in tables showing the most recently calculated values. Printed reports of each table can be viewed or printed.
Enhanced processing speed	A 3GHz processor is now capable of calculating approximately 40 strategies per second, or 2,400 strategies per minute. Results will vary slightly depending on the strategies, and the specific computer used. Strategy calculation speed is largely dependent upon processor speed.
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Filtering Features Filtering further qualifies monitoring result values based on criteria you choose.

Feature	Benefit
Selectable source	Filter current trade signals, trade signals for a specified date, all strategies, or those selected for monitoring.
Pre-selection criteria	Restrict results by exchange, strategy type (default, custom, all) and most recent signal (buy, sell, all). Other criteria are the calculated results.
Report filter results	The contents of the filter results table can be viewed as a report or printed.
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Reporting Features

Feature	Benefit
Media choices	Reports can be viewed, printed or saved for future reference.
Set tomorrow's stops	The sell orders report shows stop order prices calculated for the next trading day.
Tomorrow's trade signals	The trade signals report shows buy and sell signals for the next trading day.
Strategy reports	Select from predefined reports for all strategies or selected strategies.
Custom reports	Create custom reports using sql (structured query language) commands which control report content, report order and the grouping of strategies.
Other reports	Reports are also available for verification results, filter results and list changes.
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Stock Comparison Features

Feature	Benefit
Multiple stock comparison	Compare up to four stocks or indexes by percentage change.
Gain since date	Position the vertical cursor to see the percentage gain since any date. This may be useful to trigger a sale based upon a percentage gain strategy.
Tabular presentation	In addition to the chart, results are displayed in a table showing one day, one week, one month, three month, six month and one year periods. The gain from the vertical cursor is also displayed in the table.
Quick comparison data	Double click to select indexes or stocks from a table on the page for rapid comparison to frequently used indexes or stocks.
End date choice	Select the end date for the tabular comparison to be the current date or the previous date. The previous date will provide more accurate percentages when the current day's data has not yet been updated.
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List Management Features

Feature	Benefit
Predefined index sources	Easily download and update indexes or stock lists.
Change report	When an existing list is updated, view additions and deletions in the change report.
Custom lists	Create named lists of related stocks such as exchange traded funds or investment portfolios.
Unlimited lists	There are no restrictions on the number of lists or the number of stocks in a list.
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Data Management Features

Feature	Benefit
Easy download and update	Quickly specify daily or history downloads and updates in user friendly panels for each function.
Unattended daily updates	Set up scheduled unattended updates from as many sources as needed.
List driven history loading	Specify a list to use to auto load history for the stocks it contains.
Flexible data formats	Define and save a custom format specification for the a specific data source you want to use.
Automatic split adjustment	Optionally check for stock splits during daily updates and history loading. Automatically confirm the split and adjust historical values to reflect the split.
Manual split adjustment	This option will split the current stock as of the date and new to old share values entered. The manual option provides support for the occasional intraday split that takes place while the markets are open.
Symbol change	Enter the new exchange and symbol for the current stock. If some dates may have been missed by being applied against the new symbol, recent history can optionally be automatically downloaded and updated.
Data verification	Verify all stock data for missing dates and values with optional reloading, auto adjust stock splits, remove orphan strategies or stocks, and inactive stocks. View the verification log in a table or report.
User security	Optionally password protect commands. URL commands used for downloading may contain data service user id and password information.
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