Charting Equities 2.3

Charting Equities... Created to complement the information that is available from a brokerage house, enabling the long-term investor to particpate in a more informed manner regarding their portfolios.

The Globe & Mail information retrieved by Charting equities is public and therefore, there are no associated fees or subsriptions to retrieve this data. Charting Equities is Freeware.

Consider Charting Equities as a replacement for the your favorite newspaper's business section stock pages updating constantly throughout the day. It is both fast and easy to use.

With an internet connection one can retrieve either individual equities or all of one's portfolio at the click of the mouse. When the equity's information is fetched; that particular day's trading range, price per share, price change and the volume of shares traded, along with its 52 Week High and Low and its current Annual Dividend & Yield can be conveniently viewed. Once saved, Charting Equities will display all relevant information in both table and/or graph formats.

The Track Cost Price/Share of the particular equity is plotted on the graph. A Target value can also be plotted. At any time, any selected equity can quickly be fetched. All of the aforementioned information will be retrieved. We have endeavoured to keep the manner of data manipulation as direct as possible. Both data entry and navigation controls are accessible by menus, hotkeys and the keyboard including the use of the tab and arrow keys to simplify situations where mouse or touchpad controls can be cumbersome or even problematic. Information can be entered by hand and the internet connection is not necessary for viewing an equity's data.

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Version 2.3:

Due to changes at globeinvestor.com, the dividend and yield information for canadian equities are now no longer available for fetching by Charting Equities. It can still be accessed by pressing in the 'info' icon related to that equity to launch that equity's web page.
The second source for the equity information at Yahoo.Finance, however, does not include canadian preferred share issues, canadian income trusts and some common stock equities such as... Bombardier, Jean Coutu Pharmacies, Shaw, Rogers, Astral Media, Canadian Tire,Empire Company, Brookfield Asset Management and Tech Caminco to name a few....on those occasions Charting Equities will check globeinvestor.com for any available information.
These equities can still be updated but contain no open, bid or ask prices...and no volume, dividend or yield......when highlighted (selected). When saved these equities contain no daily high and low values. To get and save the daily highs and lows for these equities, use the Updating Utility and fetch their history once the business day has closed.
When adding new equities, one must check them using the 'question mark' icon to the right of the 'Symbol' entry field.
Both Yahoo.Finance and globeinvestor.com are used as sources for information and equity data. The Info icon will load the Yahoo page for US equities and the globeinvestor page for Canadian Equities.
Stochastic Charts accompany each equity's graph when available. These charts indicate when an equity is oversold and overbought. Internet connection required.

Mac OS X 10.3.9 or later.