Manual for Chart Geany 4

Table of contents

1. Introduction

2. Data Manager Button

2a. Open Chart Button
2b. Download Data Button
2c. Import CSV/XLS Button
2d. Update Button
2e. Refresh Button
2f. Quote Browser Button
2g. Delete Button
2h. Exit Button

3. Screenshot Button

4. Options Button

        4a. General Tab

        4b. Ticker Tab

        4c. Network Tab

        4d. Charts Tab

5. Ticker On/Off Button

6. Information Button

7. Exit Button

8. Charts

8a. Expand/Restore Button (Alt + E)
8b. Preferences Button (Alt + S)
8c. Data Button (Alt + Y)
8d. Zoom In (+) and Zoom Out (-) Buttons
8e. Indicators Button (Alt + F)
8f. Draw Button (Alt + D)
8g. Manage Objects Button (Alt + O)
    8g1. Edit Object Button

    8g2. Clear All Objects Button

    8g3. Attach Template Button
       
        8g3a. Import Template Button

        8g3b. Export Template Button

        8g3c. Delete Template Button

    8g4. Save Template Button

        8g4a. Import Template Button

        8g4b. Export Template Button

        8g4c. Delete Template Button
8h. Time-frame Buttons

        8i. Shortcuts (Alt + H)

9. Portfolio Manager Button

9a. Open Portfolio Button
9a1. Expand/Restore Button

9a2. Transactions Button
9a2a. Add Transaction Button

9a2b. Edit Transaction Button

9a2c. Delete Transaction Button

9a2d. Import Transactions Button

9a2e. Export Transactions Button

9a2f. Show Portfolio Button
9a3. Open Chart Button

9a4. Set Price Button

9a5. Options Button
9b. Add Portfolio Button

9c. Edit Portfolio Button

9d. Delete Portfolio Button

9e. Exit Portfolio Manager Button

Introduction 1. Introduction

Chart Geany 4.0.0 is a multi platform software solution for market technical analysis and charting. For more information about platform support please visit http://chartgeany.com.

Key features of Chart Geany:

  • Support for major technical analysis indicators like: Simple Moving Average, Exponential Moving Average, MACD, Fast and Slow Stochastics, Money Flow Index, Rate of Change, Relative Strength Index, Williams %R, Bollinger Bands, Parabolic SAR, Average Directional Index, Aroon, Commodity Channel Index, Standard Deviation, Momentum, Directional Movement Index and Average True Range.
  • Indicator templates with import and export capabilities.
  • Support for various Comma Separated Values  (CSV) formats like Metastock 7, Metastock 8, AMI Broker, Yahoo Finance, Google Finance, Standard CSV as well as Microsoft Excel (xls) files .
  • Support for various drawing and text objects like Labels, Trailing Text, Horizontal Lines, Vertical Lines, Trend Lines and Fibonacci Retracements.
  • Easy download of quotes from Yahoo Finance, Google Finance and Quandl.
  • Portfolio Manager able to handle multiple portfolios and different currencies with periodic price updates.
  • Chart Geany is a tab based application. You can manage the opened charts the same way you manage the open pages of your web browser.
  • Available for Windows, Linux and Mac OS X.

Top


2. Data Manager Button

The Data Manager Button opens the Data Manager.  The screen below shows how the Data Manager appears:



 

The table shows the symbols of which the database contains OHLC quotes. The database is stored in file cgbase.dat under the directory .config/ChartGeany in user's home folder. The user may back up this file periodically and restore it as needed, or reuse it after future installations. Along with the quotes, cgbase.dat contains the Product Activation Key, as well as user's preferences.

Each symbol entry in the table contains eight columns: "Symbol", "Name", "Market", "Feed", "Starts", "Ends", "Curr." and "Adj.".

"Symbol" is the symbol of the instrument in the data feed. If the quotes were loaded from a CSV file, the symbol may have been retrieved from the file. If the format of the CSV file does not contain symbol information, the symbol is what the user typed in field "Symbol" during the CSV import process.

"Name" is the full name of the corresponding symbol, as it is reported by the data feed, or retrieved from a CSV file, or typed by the user in field "Name" during the CSV import process.

"Market" is the market the symbol is traded, as it is reported by the data feed, or retrieved from a CSV file, or typed by the user in field "Name" during the CSV import process.

"Feed" is the name of the data feed, or "CSV" if the quotes of the symbol were retrieved from a CSV or XLS file.

"Starts" and "Ends" are the dates of the first and the last quote.

"Curr." is the currency the instrument is traded. This information is defined by the user during the download or the CSV import process . Default is USD.

"Adj." column indicates if the quotes are adjusted for splits and/or dividends by Chart Geany or not. For downloaded quotes, the accuracy of adjustment is totally depended on the data feed.  Chart Geany will report as adjusted only the symbol entries for which it performed adjustment.

Below the symbol table, there is a combo box. This combo box limits the symbol list according to the first letter of the symbol.

Top

2a. Open Chart Button

Open Chart Button opens a chart in a new tab for the selected symbol. Multiple charts can be selected with just one click on Open Chart Button, if multiple symbols have been selected. Alternatively, a chart opens with a double click on the symbol. Many chart instances of the same symbol can be opened.

Top

2b. Download Data Button

Download Data Button open the Download Manager. Download Manager appears like the screen below:

Download Quotes from Google or Yahoo Finance

"Data feed" combo-box lists the available data feeds and shows the current active data feed.

"Symbol" is the symbol the user wishes to download quotes.

"Check" button helps the user to check if the requested symbol is an existing one. Its use is optional. Download Manager always checks for symbol existence before download. If the symbol does not exist in the data feed, Download Manager reports "Symbol not found" or "Network timeout".

If there is available a symbol list for the data feed, "Check" button changes to "List". The user can select from the provided list the symbol he wishes to download the quotes.

"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before download, otherwise the default (USD) is used and this will appear in Data Manager.

"OK" button orders the Download Manager to check the data feed for symbol existence and download the quotes if the symbol exists.

"Cancel" button closes the Download Manager.

Top

2c. Import CSV/XLS Button

Import CSV/XLS Button opens the Quote Importer. Quote Importer appears like the screen below:

Import Quotes from CSV or XLS file

"Import File" is the full path of the file the user wishes to import. The Folder Button on the right will display a File Chooser Dialog.

"Format" combo-box lists the supported formats and shows the current.

"Symbol" is the symbol the user wishes to import quotes from the file. It must be completed by the user.

"Name" is the full name of the symbol. It must be completed by the user.

"Market" is the market the symbol is traded and must be completed by the user.

"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before import, otherwise the default (USD) is used and this will appear in Data Manager.

"Remember file position and format for future updates" check box will inform the Quote Importer to store the full path and the format of the file in the quotes database. Using the Update Button, the user can update the quotes of the symbol from the system's local storage.

Standard CSV has the following format:

Symbol,Date,Open,High,Low,Close,Volume

and must appear as below:

GE,02-Jan-2012,17.91,17.91,17.91,17.91,0
GE,03-Jan-2012,18.27,18.5,18.23,18.36,58713100
GE,04-Jan-2012,18.31,18.6,18.28,18.56,42756800
GE,05-Jan-2012,18.46,18.6,18.29,18.55,45819100

Symbol column is required but ignored.

Microsoft Excel 1997-2003 (xls) files can be imported, if their structure is like the screen below:

Microsoft Excel Spreadsheet

Only "Date" and "Close" columns are required and the rest can be omitted. Chart Geany will import only the first workbook and will ignore all the rest.

Important Notice: Chart Geany is symbol based and End-Of-Day data based software. Importing multi-symbol data or data of different time-frame, may result unpredictable behavior.

Top

2d. Update Button

Update Button calls the Data Updater in order to update from the net, or the local storage, the symbol or symbols selected by the user.

Top

2e. Refresh Button

Refresh Button reorders the symbol list using "Symbol" column as secondary ascending key. Primary, ascending or descending, key remains the user selected column.

Top

2f. Quote Browser Button

Quote Browser Button opens the Quote Browser in order to display the price quotes of the selected symbol.

Browse Stock Quotes
Top

2g. Delete Button

Delete Button deletes the symbol or symbols selected by the user. Symbol entries for adjusted data will be deleted along with their corresponding entry of unadjusted data.

Top

2h. Exit Button

Exit Button orders Data Manager to hide.

Top

3. Screenshot Button

Screenshot Button provides to the user a mechanism to take a screen-shot of the chart in current tab and save it to disk as PNG file.

Top

4. Options Button

Application wide options are available through the Options Manager. Options Manager contains four tabs: "General", "Ticker", "Network" and "Charts" and appears like the screens below:


4a. General Tab

In "General" tab there are three options:

"Key" is the Program Activation Key (PAK). PAK converts the trial version of the program to a full version and activates all the available features.

"Validate" button validates the provided PAK. Its use is optional as Chart Geany validates the key automatically every time the user tries to use a feature that belongs to the full version.

The next two available option are "Show splash screen on program launch" and "New version notification on program launch". These features may be activated or deactivated using the corresponding check boxes.

"Check now" button checks immediately if there is a new version available and notifies the user.

Finally, the option "Convert London prices to GBP" activates the pence-to-pound converter for symbols listed in LSE and other British exchanges.

Top


4b. Ticker Tab

In "Ticker" tab, the user can add or remove the ticker symbols. "Ticker" tab appears like the screen below:

Stock Ticker Symbols

"Add" button enables the frame on the top right of the tab. In this frame, the user can choose the data feed, "Google" or "Yahoo" and type the symbol that will be added in the ticker.

"Minus" button removes the selected symbol from the ticker.

"Scroll speed" is the speed the ticker scrolls.

Top


4c. Network Tab


Network Options
 
"Network" tab gives access to proxy and network timeout settings:

"Enable proxy" check box activates or deactivates the use of a proxy server.

"Host" is the IP or the server name of the proxy  server. The proxy server must be an HTTP proxy.

"Port" is the TCP port the proxy server listens for connections.

"User" and "Password" are the user name and the password the proxy will use in order to validate the incoming connections. Most proxies do not need this.

"Timeout" is the period of time, in seconds, Chart Geany will try to establish connection to the network before abandon the effort. Default is 20 seconds.

Top


  4d. Charts Tab

Default Chart Options

"Charts" tab contains all the default settings for the newly created charts.

Top

5. Ticker On/Off Button

Stock Ticker

Ticker On/Off Button enables or disables the stock ticker at bottom of window. "Ticker" tab in Options can be used in order to add symbols to ticker or remove symbols from it.

Top

6. Information Button

Information Button calls the information dialog and provides information about the current version of Chart Geany. Manual Button displays this manual and License Button displays the End User License Agreement between the user and the authors of Chart Geany.

Chart Geany Version 4

Top

7. Exit Button

Exit Button terminates the execution of Chart Geany and returns the control back to desktop manager.

Top

8. Charts

Every chart contains the following areas:

Technical Analysis Chart
 
The title on the top. The title displays the symbol and the symbol name, the time frame buttons (Day, Week, Month and Year), the price scale (Linear or Logarithmic) and the drawing style (Line, Bar, Candle or Heikin-Ashi).

The button tool bar on the left side.

The price axis on the right side.

Open, high, low, close and date information at the bottom.

In the middle, there is a dynamic area occupied by the main chart and indicator sub charts, if there are any.


Embedded buttons, contained in charts, provide to the user the ability to access the whole range of program's features. 

Top

8a. Expand/Restore Button (Alt + E)

Expand/Restore Button expands the chart in order to cover the application's window almost fully, excluding only the tab bar. The same button restores the chart to its original size.

Top

8b. Preferences Button (Alt + S)

Preferences Button shows the preferences screen, where the user can set various chart's attributes.

Chart Preferences


Available chart attributes are:
Chart type like: line with color with chooser, candle, heikin-ashi and bar with color chooser.
Foreground and background colors.
Grid on and off.
Volumes on and off.
Linear or semilogarithmic grid scale.
Price updates from data feed (if available)

Top

8c. Data Button (Alt + Y)

Data Button shown the following symbol related information:

Stock Fundamentals

Book value
Market capitalization
EBITDA,
Price / Earnings ratio,
PEG ratio,
Dividend yield,
Earnings per share estimate for current year,
Earnings per share estimate for next year,
Earnings per share,
Price / Sales ratio,
Price / Book value ratio

Top

8d. Zoom In (+) and Zoom Out (-) Buttons

Zoom In and Zoom Out Buttons increase and decrease the drawing scale of the main chart.

Top

8e. Indicators Button (Alt + F)

Indicators Button shows the indicators' screen below:

Technical Analysis
                                          Indicators
 
By clicking a button, the user can set attributes, like colors or period using the properties dialog, and finally add the corresponding indicator on the chart.

For SMA, EMA, PSAR and Bollinger bands, attributes can be changed with a double click on object's title. Double click on title brings object's properties dialog to the front, where the user can change the colors, period or remove it completely from the chart. For the rest of the indicators, there is an "EDIT" button available on the top right of their sub chart.

An additional way for object management is described in 8g. Manage Objects Button.

Top

8f. Draw Button (Alt + D)

Draw Button provides a list of drawing objects like label, trailing text (text attached on specific date/time), horizontal line, vertical line, trend line and Fibonacci retracement  complex. See screen below:

Draw Objects

By clicking a button, the user can set attributes, like color or font using the properties dialog, and add the corresponding object on the chart. Mouse drag on object is available, so the user can change its position on the chart. Double click brings object's properties dialog to the front, where the user can change its attributes or remove it completely from the chart. For horizontal lines, vertical lines and trend lines, mouse is sensed  only when the mouse cursor points on object's title. Fibonacci retracement  complex can sense mouse only on the top left and the bottom left titles.

An additional way for object management is described in 8g. Manage Objects Button.

Top

8g. Manage Objects Button (Alt + O)

Manage Objects Button provides to the user a mechanism (see screen below) to remove objects from chart, edit objects' attributes or manage indicator templates.

Manage Objects

Top

8g1. Edit Object Button

The user can select the desired object and press the Edit Object Button. A dialog will appear, where the user can change the object's colors, period or remove it completely from the chart.

Edit Object

Top

8g2. Clear All Objects Button

Clear All Objects Button removes all the objects from the chart.

Top

8g3. Attach Template Button

A template is a set of indicators. Attach Template Button opens the Template Manager in attach mode. The user can select a previously saved template and attach it on the current chart.



Top

8g3a. Import Template Button

Using the Template Manager, the user can import a previously exported template. The template files have extension .cts.

Top

8g3b. Export Template Button

Using the Template Manager, the user can export a template. If the template created by an older version of Chart Geany, it needs to be deleted and recreated.

Top

8g3c. Delete Template Button

Using the Template Manager, the user can delete the selected template.

Top

8g4. Save Template Button

Save Template Button opens the Template Manager in save mode. The user can type a new template name in order to create a new template, or select and overwrite an existing one.