Charts

1. Set Both Explore and Taglists in one place. A new option located on the Chart/Settings menu can be used to choose the current list for both the Explore and Tag List functions. The dialog box Explore and Tag Settings provides list boxes from which you can select any of your available lists, including group/sector and user created lists.

2. Force Cursor to latest Date while Exploring Charts. The Explore and Tag Settings dialog box provides an option that will force the cursor to the latest (rightmost) date each time a new chart is displayed using Explore.

3. Quick Way to Rearrange Indicators in the Control Panel. You can now rearrange your indicator list in the Control Panel using your mouse and keyboard.

4. Overlay Lock. When using the Overlay function, a new feature locks the overlay chart in position. Then, when the horizontal scroll bar is used to move the originally charted ticker forward or backward in time, the overlay chart does not move.

5. Horizontal scroll bar now moves the chart.  Moving the horizontal scroll bar now moves the chart in relation to time. Notice also that the information in the Control Panel, including the market date, changes dynamically to correspond with the movement of the chart.

EDS

1. New Functions:

•   Trigonometric functions
COS()
SIN()
TAN()

These three new trigonometric functions return the value of the COS, SIN, or TAN of an angle (specified in degrees).

•   ValRule function
ValRule( rule, periods, dateoffset )

Same as ValResult function except the input parameter is a Rule instead of a User Defined Function (UDF). Function returns the result of a Rule computed n periods back in time

RTAlerts and Quotes

1. Symbol conversion now automatic. For some special tickers, the symbol format used by Dial/Data differs from the format required by Track Data, the provider of real-time information. For example, the Dial/Data format for ticker abc traded on the London market is abc@l while the Track Data format is abc-l. You no longer need to translate these symbols when you import a list of tickers into Real-Time News and Quotes. All symbols are automatically converted to the required format.

2. Tickers can now be sorted by entry order in Quotes.  A new column named Ticker # can be used to sort tickers by the order that tickers were entered.

3. Additional Drawing Tools. New drawing tools have been added to the Draw Attributes submenu. The new tools are: Fibonacci Arc, Fibonacci Fan, Fibonacci Retracement , Fibonacci Time Zone, Gann Fan, and Regression Line.

4. Current Layout automatically saved. When you exit Real-Time Alerts, you are no longer asked if you want to save the current layout. Your current layout is now saved automatically.

5. Editing Attributes. Attributes drawn on real-time charts can now be edited.

6. Clearly show individual Trading Days. Start and end of trading days can now be clearly shown on intraday charts. You can choose lines or shading to distinguish individual trading days.

7. Overlay Feature now available. The overlay feature, which enables you to display Price Plots of two tickers simultaneously on the same chart, is now available for charts. An overlay plot can be added to both real-time and end-of-day charts.

8. Chart Spacing reduced. The minimum plot spacing (horizontal time scale) has been reduced to a value of 1. This change allows you to display more data on real-time charts. The minimum spacing is particularly useful when you are viewing real-time charts with 1 or 2 minute price bars.

9. Logarithmic Price Scale added. When working with historical charts (daily or weekly), you can now display logarithmic price scaling.

10. Choose Stepped or Smoothed Indicators Indicator plots on charts can now be displayed with stepped lines.

11. Improved Control Panel. The Real-Time Alerts Control Panel is now very similar to the Charts Control Panel. You select an indicator you want to add to the chart by clicking on it in the Control Panel. Clicking on it again removes the indicator.

12. More indicators available. All indicators available in TradingExpert Pro's Charts application are now available in Alerts. See the AIQ Technical Indicators Reference Manual for more information on all indicators.

13. Price Plot indicators now listed in separate section. The list of indicators in the Control Panel is now separated into two sections. Those that appear on the Price Plot are listed in the upper section and those that are plotted individually below the Price Plot are listed in the lower section.

14. Easily change order of indicators. You can quickly and easily rearrange the indicator lists in the Control Panel by clicking and dragging indicators to different positions.

15. Size of Control Panel can be changed. You can use your mouse to make the Control Panel larger or smaller. As you would resize any window, simply click on a side, hold down the mouse button, and drag it to a new position.

16. New Alerts Grid. The Alerts list in the lower section of the Real-Time Alerts window has been improved. A right click menu with several new functions has been added and the new grid format provides column headings with two additional fields: Price and Interval.

17. Right click menu options. The menu that appears when you right click on the Alerts grid provides several helpful and timesaving options.

18. Plot Ticker. When you right click on a ticker and choose Plot Ticker from the menu that appears, the plot in the upper window is replaced with a plot of the selected ticker.

19. Display Alerts. This selection opens a second menu with two choices (All and Selected) that are used to display an Alert Details window. Choosing All shows all the Alerts that have been signaled for all the tickers listed in the grid. Choosing Selected shows all the Alerts that have been signaled for one particular ticker.

20. Change display of information in Alert Details window. Clicking your right mouse button in the Alert Details window brings up a menu that allows you to change the sorting of the Alerts listed in the window. This menu also allows you to change the display of the window by merging rows of identical information into single rows, making it easier to locate important Alerts information.

21. Merge Rows. The Merge Rows option appears on the right click menus for both the Alerts grid and the Alert Details window, performing the same function for both. The option changes the format of the Alerts grid window by merging rows that contain identical information into single rows. The new merged format makes it easier to locate important Alerts information.

22. Use new Overlay functions (OverlayRule and OverlayUDF) to create Alerts. These functions allow the user to write custom indicators or Alerts based on a ticker and its overlayed ticker.

An example is:
!!! This function subtracts a ticker's close from the close of an overlayed ticker. It may also be used as an indicator or an Alert.

close is [close].
spread is overlayudf(close) - [close].

The function spread allows a user to create a spread between two tickers. The spread can simply be the difference between the price of the two tickers, or a more complex spread like a ratio can be defined. Spreads can be computed from either real-time or end-of-day data.

Portfolio Manager

1. Create your own Custom Reports. You can now create your own Portfolio Manager reports. Choose from 30 different data fields to create up to three custom reports. You can create a summary report or a report listing individual transactions or positions. For the latter type, you can also specify the type of transactions or positions that will be included. Each report you create is assigned its own report tab.

2. New Portfolio Performance Report. This new report displays information of the type found on the tabs of the lower section of the Portfolio Manager window (formerly Account Statistics section). The report is divided into three sections:
• Performance Statistics
• Internal Rate of Return
• Risk Analysis Archiving

3. Asset Allocation Pie Charts. These charts show you how your account is allocated either by individual stocks or by industry groups. You can easily see how heavily weighted you are in a particular stock or industry group and you can easily make comparisons such as value vs. risk for the different securities in a portfolio. Pie charts can display the relative weights of up to 20 different stocks or industry groups.

4. Performance Analysis. This Portfolio Manager page shows you how an account has performed compared to certain "benchmark" tickers. You can enter as many as five different benchmark tickers for comparison to your account's performance.

5. Risk Analysis. This Portfolio Manager page is mainly designed to show you the level of risk involved with an account. Based on all of the securities and cash held in the account, a number of statistical parameters measuring investment performance and risk are computed. For comparison, these same parameters are computed for as many as five different benchmark tickers. Parameters listed on Risk Analysis Page are:
• Internal Rate of Return (IRR)
• Sigma
• Alpha, Beta and R-Squared
• Sharpe Ratio
• Treynor Ratio

6. Enhancements to Portfolio Graph. You can now control the period of time shown on the graph. The date range or the number of days of history can be specified. You can also change the graph colors.

7. Export Portfolio Graph Values to a file. You can now export Portfolio Graph values to a file for use in other applications such as an Excel spread sheet.

8. Consolidate your accounts into one master account. You can now consolidate your portfolio accounts into one master account. The master account will appear in the Account List (left window) of the Portfolio Manager screen with the individual accounts listed below in typical AIQ list fashion.

9. More comprehensive broker profiles.

10. New short strategy options for simulations. Portfolio Manager simulations can now test shorting strategies. When setting up a simulation account, you simply designate the entry strategy as a shorting strategy. With this designation, all positions are entered as short positions and you receive an analysis based on this premise.

Nasdaq Level II Screen

1. Nasdaq Level II quotes. Displays dynamically updating quotes for ticker shown in Ticker field. In addition to bid and ask prices, 21 other data fields can be displayed

2. Market Maker section. The windows on left side of the Nasdaq level II screen display quotes and other real-time Market Maker information. This information is designed to show at a glance the best available prices for the shares you are buying or selling. You can also find the firm or firms offering these prices. The windows are as follows:

•   Summary window - This window summarizes best bid and ask offerings for all Market Makers. Currently quoted best bid and best ask prices are listed with highest bid price and lowest ask price shown at top of list. The number of series that are shown in color can be changed by the user (maximum number is eight). To find the Market Makers that are offering a particular series, you simply look for the corresponding color in the windows below.

•   Series Counts and Series Volumes
        - Series Counts: Number of Market Makers currently offering each series.
        - Series Volumes: Total number of shares currently offered by all Market Makers for each           series

•   Market Maker quotes - The two side by side lower windows in the Market Maker section list quotes from individual Marker Makers. The window on the left shows the Bids and the window on the right shows the Asks. Both lists are sorted by price with the best Bid and Ask prices at the top. Market Makers offering the same price are sorted by offering size with the largest size at the top

3. Transactions.

•   Transaction Log - The lower window in this section, which is also known as Time and Sales, tracks all quotes and trades for the security entered in the Quote Line. Up-to-the-minute trades or quotes, or both, can be displayed. When a new trade or quote occurs, the log is dynamically updated with a new line of information.

•   Transaction Graph - This graph shows recent bid/ask quotes and trades plotted vs. time.