Info

The info tab is used to specify the initial buying parameters of a stock. If you want to keep track of a stock that you do not own then leave the Price per share, Number of shares and Fee fields empty and uncheck the Own checkbox. Stocks that are not owned (i.e. stocks that are only watched) are not included in the portfolio statistics on the main screen.

Name: The name of the stock. This is only for your own reference therefore you can enter whatever you prefer.

Symbol: The symbol of the stock as it is found on the server used by Stock Manager. You should not enter the symbol you think is correct, instead check the online FAQ to see what servers are used and look up the correct symbol.

* The symbol is also important because it allows Stock Manager to know which entries belong to the same stock. This is used in the stock calculator, the stock charts and the stock alerts. If you have a stock, which you have to update manually (because the exchange is not yet supported by Stock Manager), you should still give it a dummy symbol, for example XX01, XX02, etc and select "No Update" from the exchange popup. This will allow you to update the stock manually and still keep chart data for it.

You can also track the latest currency rates with Stock Manager. To do so, select "Currency" from the exchange popup and enter the currency name as two ISO currency code. For example, entering "EURUSD" will track the rate of the Euro to the US Dollar while "USDCAD" will track the US Dollar to the Canadian Dollar.

To track an index, select "Index" from the exchange popup and enter the index symbol. You can find a list of all the indices in the FAQ.

The Chart checkbox indicates whether chart information should be saved for the current stock.

Short: If this purchase is a short then select this checkbox. The profit, profit % and profit pa will then be correctly calculated (negative if the stock price goes up and positive if it goes down).

The Fee field indicates how much was paid as a commission to buy the current stock. If your broker charges a percentage fee instead of a flat fee, then select the correct percentage value by tapping on the % symbol and the fee will automatically be calculated by Stock Manager.

Click on the Dividend button to enter the absolute dividend amount that you have received for this stock. This amount will be added to the profit calculations for the stock.

The 4 icons at the bottom help you manage your stock:

Delete this stock.

Sell this stock.

Add more shares to this stock. When tracking certain items, such as mutual funds for example, for which more shares are purchased every month it is usually not interesting to keep these purchases as separate entries in Stock Manager. In which case click on the "Add more shares" button and enter the price, number of shares and fee for the new purchase. These values will be added (number and fee) and averaged (price) to the existing values of the entry.

Create a new stock based on this stock. When purchasing more shares of a regular stock it is usually desirable to create a new stock entry so that the different purchases and their dates can be remembered. In this case choose this action. This will create a new stock entry (the same action as choosing New on the main screen) but it will also fill in the stock name and symbol for you.

Market

The market tab window displays all the information that is downloaded from the Internet for a particular stock. The information is displayed as it was downloaded and it is not calculated. Therefore the Change value reflects the amount by which a stock has changed since the last market close.

Stock Calculator

The stock calculator shows the combined statistics of all stock entries belonging to the same stock (two stock entries are deemed to be the same stock if they have the same stock symbol and same exchange). This is useful when several lots of the same stock have been purchased at different times. When selecting "All" from the "Buy Date" popup the window shows: total number of shares, average buy price, total cost and current value and average profit and profit %.

TIP: If the option Use Memo & To Do buttons is selected in the Stock Manager preferences, then you can use the Memo and ToDo buttons to scroll the stock chart left and right. See section 10.

TIP: Tap on the currency icon to see the values in either the portfolio currency or the base currency.

Note

In the Note tab window it is possible to attach a note to a stock.

Chart

Everyday, the price, high, low and volume values of every stock are saved in a database and are then used to draw the stock charts.

Only one set of values is saved per day, it is up to the user to do an Internet update after market close to save the closing values for the day (or use the conduit to import historical chart data - see section 11). Chart data is saved for only those stocks that have the Chart checkbox checked in the info tab window.

Tap on the down arrow to select or unselect the option "Min/Max for display range". If unselected, the chart is scaled between the maximum and the minimum value in the chart. If selected, the chart is scaled on a screen at-a-time basis. This is useful if a stock is near it's 52-week low.

Splitting a stock will also adjust the stock's chart. See section 10.

Tapping on the menu button in the Grafitti area will display 3 menu options:

• Add/Replace Entry: Allows you to enter new data into the chart database in case that a HotSync was not performed on a particular day. If the date entered in the Add/Replace dialog already exists in the chart database then the values entered will replace the existing values.
• Delete Chart Range: Deletes older chart data. This is useful if your Palm device is running out of memory but you would still like to keep recent chart information.
• Delete Chart Data: Deletes all the chart data for the currently selected stock.

TIP: Tap somewhere on the chart and move the stylus left and right to see the different closing prices at the bottom of the screen. Lift the stylus to see the particular values for the chosen day.

TIP: If the option Use Memo & To Do buttons is selected in the Stock Manager preferences, then you can use the Memo and ToDo buttons to scroll the stock chart left and right. See section 10.

Note: When a stock is sold, the chart data is still available but is not updated anymore. You can either delete the stock data by selecting Delete Chart Data to conserve space on your Palm. Or, if you still want to download daily chart info for the current stock, then create a new watched stock for this stock. The existing chart data will be available to the new watched stock and will be updated during every Internet update.

Alerts

In the Alert tab window it is possible to set any number of alerts for the current stock. Alerts can be set depending on the current stock price, daily change value, profit and protfit %. Note that the profit and profit % alerts do take into account multiple lot purchases of the same stock.

To add a new alert set the alert type and value and press the Add button. To change an existing alert, select desired alert from the Current alerts list, change its parameters and click on the Change button.

More information about alerts is available in the section below.

Sell

The Sell tab window displays information regarding the sale of a particular stock. This window is only available for a stock that has been sold.