Manual for Chart Geany 5
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
9a. Open Portfolio Button
9a1. Expand/Restore Button9b. Add Portfolio Button
9a2. Transactions Button
9a2a. Add Transaction Button9a3. Open Chart Button
9a2b. Edit Transaction Button
9a2c. Delete Transaction Button
9a2d. Import Transactions Button
9a2e. Export Transactions Button
9a2f. Show Portfolio Button
9a4. Set Price Button
9a5. Options Button
9c. Edit Portfolio Button
9d. Delete Portfolio Button
9e. Exit Portfolio Manager Button
10a. Add Module Button
10b. Import Module Button
10c. Export Module Button
10d. Run Module Button
10e. Delete Module Button
10f. Exit Module Manager Button
Chart Geany 5.2.0 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 and IEX.
- Portfolio Manager able to handle multiple portfolios and different currencies with periodic price updates.
- Extendable by modules written in CGScript, an ISO C99 dialect oriented to extend Chart Geany capabilities.
- Chart Geany is a tab based application. You can manage the opened charts or portfolios the same way you manage the open pages of your web browser.
- Available for Windows, Linux and Mac OS X.
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.
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.
2b. Download Data Button
Download Data Button open the Download Manager. Download Manager appears like the screen below:
"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.
2c. Import CSV/XLS Button
Import CSV/XLS Button opens the Quote Importer. Quote Importer appears like the screen below:
"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 path 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:
and must appear as below:
Symbol column is required but ignored.
Microsoft Excel 1997-2003 (xls) files can be imported, if their structure is like the screen below:
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.
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.
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.
2f. Quote Browser Button
Quote Browser Button opens the Quote Browser in order to display the price quotes of the selected symbol.
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.
2h. Exit Data Manager Button
Exit Button orders Data Manager to hide.
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.
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:
In "General" tab there are five 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.
4b. Ticker Tab
In "Ticker" tab, the user can add or remove the ticker symbols. "Ticker" tab appears like the screen below:
"Minus" button removes the selected symbol from the ticker.
"Scroll speed" is the speed the ticker scrolls.
4c. Network Tab
"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.
4d. Charts Tab
4e. Develop Tab
5. Ticker On/Off Button
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.
7. Exit Button
Exit Button terminates the execution of Chart Geany and returns the control back to desktop manager.
Every chart contains the following areas:
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.
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.
8b. Preferences Button (Alt + S)
Preferences Button shows the preferences screen, where the user can set various chart's attributes.
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)
8c. Data Button (Alt + Y)
Data Button shown the following symbol related information:
Price / Earnings ratio,
Earnings per share estimate for current year,
Earnings per share estimate for next year,
Earnings per share,
Price / Sales ratio,
Price / Book value ratio
8d. Zoom In (+) and Zoom Out (-) Buttons
Zoom In and Zoom Out Buttons increase and decrease the drawing scale of the main chart.
8e. Indicators Button (Alt + F)
Indicators Button shows the indicators' screen below:
An additional way for object management is described in 8g. Manage Objects Button.
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:
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.
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.