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User Manual - Quinn

1. 93 105 106 109 110 113 SimpleScatterPlote naria aiia eret lees eaters es SimpleScatterPlot 105 106 113 StackedBarPlot senri eroe bh EE RD StackedBarPlot sssssss 94 98 113 StackedLinePlot meer StackedLinePlot ss 94 101 113 StandardLegend i 4 5 epe ees StandardLegend ssssusss 107 113 Stochastic Fast and Slow sese Stochastic Fast and Slow 4 14 53 163 174 StringAxisLab ls oe eoe er Os StringAxisLabels sssss 91 92 113 SttingEabelszc e Ee RRE A EI De ceed StringLabel ssssssss 108 109 113 Synchronize scrolling panning eese Synchronize scrolling panning 3 14 34 Templates ertet Lee s template 2 o oO RR 2 6 TIC E Mark iuit n ee toto e eed e Io pg dt TickMatrk enean 111 112 113 Titre A X18 ire ee ERE Rte E RENE D be retos JT Mme AXIS eo dee EHE OR ted tne tus 86 TimeAxis sssssss 86 89 91 92 108 113 TimieAxisEabels 2 2 eret emo retten eai TimeAxisLabels eeeseee 91 92 113 TimeCoordinates esee eene TimeCoordinates esses 83 84 113 306 TimeGroupDataset essere TimeGroupDataset ssss 82 83 85 113 Martie a Del 5c nine ere E TirieEabel en 108 109
2. File name QCTAChartNet dl My Network Files of type Dil files dil Cams 294 QCTAChart Technical Analysis Charting Tools e Select the FinChartView component which should be the only one listed Inheritance Picker Specify the component to inherit From Component Name Namespace Location FinChartView com quinncurtis tachartnet F Quinn Curtis DotNetilib OCTAChartNet dll gt New component name UserTAChartControl1 e Select OK This will create a class named UserTAChartControll derived from FinChartView and add it to the project At this time the only code in the UserTAChartControl1 vb main class file is Public Class UserTAChartControll End Class e Critical Step Make sure you add the following lines to the top of the UserTA ChartControll vb code to resolve the QCChart2D QCTAChart and other graphics classes used in the example Imports System ComponentModel Imports com quinncurtis chart2dnet Imports com quinncurtis tachartnet e Build the Solution Build Build Solution This will compile the UserTAChartControll class and make it accessible as a component on the Toolbox If the project fails to compile you need to go back and check the previous steps You can create as many User Controls as your application requires Each custom chart control will inherit from the com quinncurtis tachartnet FinChartView control Or e Optional You can create inherited controls
3. 271 12 Regionalization for non USA Markets Dot Dot Line Thickness Line Thickness Alpha Value Alpha Value Apply Apply OK OK Cancel Cancel Edit Attribute Edit Attribute Edit Attributes Edit Attributes Edit Table Attributes Edit Table Attributes Edit Fill Colors Edit Fill Colors Edit Limit Attributes Edit Limit Attributes Edit Indicator Limit Attributes Edit Indicator Limit Attributes Edit Renko Plot Attributes Edit Renko Plot Attributes Edit Point and Figure Attributes Edit Point and Figure Attributes Edit Line Attributes Edit Line Attributes Edit Line Plot Attributes Edit Line Plot Attributes Edit Bar Plot Attributes Edit Bar Plot Attributes Edit OHLC Plot Attributes Edit OHLC Plot Attributes Edit Candlestick Plot Attributes Edit Candlestick Plot Attributes Edit OHLC Bar Plot Attributes Edit OHLC Bar Plot Attributes Edit Scatter Plot Attributes Edit Scatter Plot Attributes Ticker 41 Plot Attributes Ticker 1 Plot Attributes Primary Chart Dialog Primary Chart Dialog Secondary Charts Dialog Secondary Charts Dialog Attributes Attributes Fill Fill Fill Alpha Fill Alpha Line Text Color Line Text Color Fill Color Pill Color Line Alpha Line Alpha Item Width tem Width Line Line Chart Size Chart Size
4. Rev gro exp Expected Growth CR in Revenues Fert Free Cash Flow lt CR gt to Firm Firm val Firm Value Fixed tot Ratio of Fixed Assets lt CR gt to Total Assets Eps fwd Forward Earnings Share Pe fwd Forward PE Ratio Eps gro Growth in Earnings Share Rev gro Previous Year Growth CR in Revenues Hilo Hi Lo Risk Insider Insider Holdings Inst hold Institutional Holdings Intang tot Ratio of Intangible lt CR gt Assets to Total Assets Inv cap Invested Capital kt cap Market Capitalization kt de Debt to lt CR gt Equity Ratio kt dc Debt to lt CR gt Capital Ratio et inc Net Income et marg Net Margin Ncwc Non Cash lt CR gt Working Capital cwc_rev Non Cash Working Capital lt CR gt as Percentage of Revenues Payout Payout Ratio P bv Price to Book CR Value Ratio F g PE to Growth Ratio Op_marg Pre Tax lt CR gt Operating Margin Ps Price to lt CR gt Sales Ratio Reinv Reinvestment Amount Reinv rate Reinvestment Rate Rev last Revenues Roc Return on Capital Roe Return on Equity Sga Sales General and CR Administration Expenses Stock px Stock Price 278 QCTAChart Technical Analysis Charting Tools Tot_debt Total Debt Trad_vol Trading Volume Rev_12m Trailing 12 month lt CR gt Revenues Net inc trail Trailing Net Income P trail Trailing PE Ratio Rev trail Trailing Revenues
5. This string is used in the Primary Chart Dialog table as the group box title for the y axis scaling modes FinStrings SetSstringItem Y Scale Y Axis Scale return trus 279 12 Regionalization for non USA Markets public Forml InitializeComponent 280 281 QCTAChart Technical Analysis Charting Tools 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications The primary view class of the QCTAChart library is the FinChartView class The FinChartView class derives from the QCChart2D ChartView class which in turn derives from the Net System Windows Forms UserControl class It has the properties and methods of the underlying Chart View and UserControl classes Critical Note Running the Example Programs The example programs for QCTA Chart software are supplied in complete source In order to save space they have not been pre compiled which means that many of the intermediate object files needed to view the main form are not present This means that FinChartView derived control will not be visible on the main Form if you attempt to view the main form before the project has been compiled The default state for all of the example projects should be the Start Page Before you do view any other file or form do a build of the project This will cause the intermediate files to be built If you attempt to view the main Form before building the project Visual Studio so
6. Dim idStrings As String INTC IBM TXN AMAT CSCO AAPL QoQ Dim tickerStrings As String INTC IBM TXN AMAT CSCO AAPL OOQ stopDate Add ChartObj DAY OF YEAR 1 StartDate Add ChartObj YEAR 5 Dim finStockData As New FinYahooURLCurrentDataSource Dim finStockHistoricalData As New FinYahooURLHistoricalDataSource For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i Next finChartData New FinChartData finStockHistoricalData finStockData idStrings startDate stopDate InitFinChartView finChartData If you want a current data financial chart call the FinChartData constructor which has a current data source parameter The stock lookup table specifies all of the stocks you want displayed as rows in the current data table You can add all of the supported column items for a given current data source using the AddAllColumnlItems method of the FinChartData class C finChartData AddAllColumnItems VB finChartData AddAllColumnItems Or you can also specify the column items you want displayed You use the AddColumnItem method for that C finChartData AddColumnItem Name finChartData AddColumnItem PERatio finChartData AddColumnItem Volume finChartData AddColumnItem Bid 132 QCTAChart Technical Analysis Charting Tools
7. Limit Attributes Limit Attributes Limit attributes ES Edit Indicator Limit Attributes Color Low Limit bad Line Style Line Thickness Fill Fill Alpha Solid f3 2i 5 High Limit Lj Dash BJ Attribute options for Limit Attributes High Limit Low Limit Color Primary line or outline color of the plot object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Fill Check and the area between the chart edge and the limit line is filled using Color Fill Alpha The transparency of the fill color use value in the range 0 255 192 QCTAChart Technical Analysis Charting Tools Reset to Defaults Reset the dialog to its defaults Reset to Defaults Compressed Mode Check this and the space between adjacent Secondary indicator charts is miimized Compressed Mode Uncompressed EE Form1 File Exit C Show Table T The market is ready to make a major move 2005 2006 2007 2008 2008 2011 2012 2013 BARIA 8 25 14 9 02 14 90814 95 14 9 22 14 89 29 14 10 0644 10 1314 10 2014 10 2714 2014 11 12 14 Money Flow 14 78 73 ki b g N a o x z Bh8 14 8 25 14 9 02 14 908 14 95 14 9 22 14 9 29 14 10 0514 10 1344 10 2044 10 27 14 11 03 14 11 1044 11 17 14 2014 193 7 Secondary Chart Options Compressed HE Form1 DER File Exit C Show Tab
8. public bool IsDesignerHosted 1 get if LicenseManager UsageMode LicenseUsageMode Designtime return true Control ctrl this while ctrl null if ctrl Site null amp amp ctrl Site DesignMode return true etrl ctrl Parent return false public void InitializeChart e Go to the main form Form1 You can use either of the two following method to place the UserTAChartControllclass on the form 1 In the Forml source file add a variable of type UserTAChartControll in the declaration section and in the Form constructor instantiate the class and add it to the Form controls list 288 QCTAChart Technical Analysis Charting Tools or preferred 2 Go to the toolbox and select the UserTAChartControl1 from the Windows Forms list Drop it onto the main form and size it e Define the chart by customizing the UserTAChartControll InitializeChart method See the TAChartApplication UserTAChartControll cs file for the complete code listing FinChartData finChartData null public void InitializeChart InitializeChartData InitializeTable InitializeTechnicalIndicators public void InitializeChartData ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar String idStrings INTC IBM TEN AMAT CSCO AAPL QOO String tickerstrings INTC IBM TXN AMAT CSCO AAPL O00 Fe FinYahooURLCurre
9. 25 2 QCTAChart and Technical Analysis Panning and zooming of data ES Form1 The market is ready to make a major move 2005 2006 10 18 11 TXN 28 36 Boll Bands 20 2 000 LL 23 23 UL 28 84 M 26 06 4 01 10 6 01 10 12 01 10 3 01 11 5 02 11 7 01 11 9 01 11 11 0111 1 03 12 2010 2011 2012 10 18 11RSI 14 67 97 4 01 10 5 01 10 8 02 10 10 01 10 12 01 10 3 01 11 5 02 11 7 01 11 9 01 11 11 0111 1 03 12 2010 201 2012 The top most plot is called the Zoom window It always displays all of the historical data for the primary ticker item The user can expand contract and move the zoom box the filled transparent blue box to adjust the view of the data Panning and zooming of OHLC data is can be accomplished several different ways Above the primary chart you will see a short zoom chart which displays the full range of the OHLC data The blue box in that chart represents the time frame of the data shown in the primary chart First you can click and drag on the zoom chart creating a rectangle defining a custom time range and the primary chart will update to reflect that time frame Second you can click and drag on the center of the zoom chart rectangle and drag the entire rectangle to a new time start and end value without changing the extent And you can click and drag on the start edge or the stop edge of the zoom rectangle and expand or contract the zoom rectangle Third you can just use the scrollbar at the bottom of
10. In the percentage method is used each box size is a fixed percentage larger than the preceding box size In the chart 224 QCTAChart Technical Analysis Charting Tools below the P amp F chart above has been recast using a percentage y scale ES Form1 Point and Figure Chart Renko Chatt Point and Figure Chart 2012 2013 2014 Note that the box size and hence the tick mark spacing increases by a fixed percentage 3 in this case from the starting or minimum y axis value This permits charts with a wide dynamic range Apple for example to be plotted keeping the same relative resolution at the minimum and maximum values of the chart Fixed Box Size Another method is to just force the chart to your own choice of a fixed box size In the example below the chart is recast using a fixed box size of 1 The box size can be a whole number 1 2 3 4 or a fraction 0 5 0 75 1 33 225 9 Point and Figure Charts ES Form1 2012 2013 Fixed Box Size using ATR Average True Range The fixed box size has the drawback in that it is not auto ranging A stock where the values in the time frame of interest are in the hundreds IBM or Apple will need a much larger fixed box size than other stocks with values in the teens The traditional and percentage methods take this into account with their non linear scales A variant of the fixed box size mode calculates fixed box size as a function of the Average
11. The FinZoomFlag reference seen above is not needed because it is set True by default If you do not want the zoom chart above the Primary chart set the FinZoomFlag to False Call AddPrimaryChart specifying the ticker symbol The example above specifies TXN as the stock to display This is the id or key value in the stock lookup table So if you entered Tex Inst as the id value in the lookup table you must use Tex Inst in the call to AddPrimaryChart 142 QCTAChart Technical Analysis Charting Tools The AddPrimaryChart method call adds TXN as the views base plot object The initial y axis scale is set to a linear scale The chart is given the title Texas Instruments is Ready to Pop BollingerBands are an overlay indicator for the primary chart so the AddBollingerBandsToPrimaryChart call adds Bollinger Bands to the primary chart If you want to add a second stock to the chart use the AddTickerltemToPrimaryChart C this AddTickerItemToPrimaryChart INTC VB Me AddTickerItemToPrimaryChart INTC When you display two or three stocks in a chart using a linear scale and one of the OHLC plot types it often produces a poor chart Because the combined range of all three stocks causes the auto scaling of the y axis to be so large it obscures the detail in the OHLC values When comparing different stocks it is better to use a line plot and a normalized scale C this AddPrimaryChart TXN FinChartConstants PRIMARY
12. Typical Price Typical Price Reversal Count Reversal Count ATR Period ATR Period Plot Type Plot Type Traditional Xs and Os Traditional Xs and Os Bars Bars Volume Bars Volume Bars MA Line MA Line Symbol Symbol Size Pts Size Pts Background Background Use Background Use Background Plot Area Clipping Plot Area Clipping 273 12 Regionalization for non USA Markets Horizontal Justify Horizontal Justify Left Left Right Right Center Center Vertical Justify Vertical Justify Bottom Bottom Top Top Plotted Datasets Plotted Datasets Index Index First First Second Second Third Thira Y Scale Y Scale Linear Linear Logarithmic Logarithmic Normalized Normalized Simple Moving Average Simple Moving Average Period Period Exponential Moving Average Exponential Moving Average Bollinger Bands Bollinger Bands Enable Enable Bandwidth SD Bandwidth SD Moving Average Bands Moving Average Bands Bandwidth Bandwidth Parabolic SAR Parabolic SAR Start Index Start Index Step Start Step Start Step Increment Step Increment Step Max Step Max Add Stock Add Stock Reset to Defaults Reset to Defaults Secondary Charts Secondary Charts Volume Indicat
13. rawStockData GetEvent 10 rawStockData GetEvent 15 FinArrow finarrowl this AddFinArrowToPrimaryChart true aevl aev2 Look here VB Dim rawStockData As EventGroupDataset Me GetCurrentTickerData Dim aevl As ChartEvent rawStockData GetEvent 10 Dim aev2 As ChartEvent rawStockData GetEvent 15 Dim finarrowl As FinArrow Me AddFinArrowToPrimaryChart True aevl aev2 Look here 221 9 Point and Figure Charts Point and Figure plots have been used in technical analysis for more than 100 years A P amp F chart is unusual in that it does not plot price against time as other techniques do Instead it plots price against changes in direction It does so by plotting a column of Xs as the price rises and a column of Os as the price falls As long the stock price is increasing and does not backtrack by more than a multiple usually 3 of the box size the price increase is displayed as an increasing vertical column of Xs one X for each time the stock price breaks through the top of a box price level Once the trend reverses more than a multiple of the box value the column increments to the right and changes over to a column of 0 s which are plotted down as long as the stock price continues to drop without any significant reversals Electrical and control systems engineers will recognize this as a programmable form of hysteresis Many technicians like it because it filters out much of the normal up and down noise in the
14. 231 9 Point and Figure Charts Point And Figure Price Mode The price input to the chart takes one of three forms You can plot the chart using Close prices only Or you can use the most popular method which uses the days High and Low values The third method is similar to the first option but instead of using the Close price the Typical Price is used where the Typical price is defined as High value Low value Close value 3 High Low Method Here is the basic psuedo code algorithm for the High Low method IF you are currently in an X column i e prices have been rising 1 IF High breaks out of the current box into a new higher box draw the new X and ignore the Low ELSE IF Low triggers a 3 box reversal Start a new column and fill in Os down to to current Low ELSE Do nothing j ELSE IF you are currently in an O column i e prices have been falling 1 IF Low breaks out of the current box into a new lower box draw the new O s ELSE IF High triggers a 3 box reversal Start a new column and fill in Xs up to to current High ELSE Do nothing j Close Method Here is the basic psuedo code algorithm for the Close method IF you are currently in an X column i e prices have been rising IF Close breaks out of the current box into a new higher box 232 QCTAChart Technical Analysis Charting Tools draw the new X ELSE _ IF Close triggers a 3 box reversal Start a new column and fill in Os down to
15. End While Return False End Get End Property Private Sub UserTAChartControll Load ByVal sender As System Object ByVal e As System EventArgs Handles MyBase Load Have the chart fill parent client area Me Dock DockStyle Fill If Not IsDesignerHosted Then Me PreferredSize New Size 800 700 InitializeChart End If End Sub Public Sub InitializeChart End Sub Go to the main form Form1 Go to the toolbox and select the UserTAChartControll from the Windows Forms list Drop it onto the main form and size it This will automatically create an instance of the UserTAChartControll class and initialize it e Define the chart by customizing the UserTA ChartControll InitializeChart method See the actual TAChartApplication UserTAChartControl1 vb file for all of the actual code Public Sub InitializeChart i InitializeChartData InitializeTable InitializeTechnicalIndicators End Sub Public Sub InitializeChartData Dim startDate As New ChartCalendar Dim stopDate As New ChartCalendar Dim idStrings As String INTC IBM TXN AMAT CSCO AAPL _ QOQ Dim tickerStrings As String i INTO IBM TEN AMAT OSCO ARPL _ ODO Dim finStockData As FinYahooURLCurrentDataSource Nothing Dim finStockHistoricalData As FinYahooURLHistoricalDataSource Nothing 296 startDate Yesterday stopDate Add ChartObj DAY OF YEAR 1 starting date is 8 years ago StartDate Add Ch
16. ODO 37 VB Private idStrings As String Intel IBM Tex Inst App Mat CSCO Apple QOQO Private tickerStrings As String INTC IBM TXN AMAT CSCO AAPL OOO The variable names are not important The first array idStrings holds an array of strings which represent the displayed strings for the stocks The second array holds the actual ticker look up strings The idStrings can be anything that you want though for practical reasons you should keep them short If you want to use abbreviated versions of the actual stock name you can do that Or you can use the ticker strings The tickerStrings ticker strings must be perfectly accurate or else the stock look up will fail URL Based Data Sources Yahoo URL Based Data Source To create a historical data source instantiate one FinYahooURLHistoricalDataSource below using the default constructor Add the stock names and ticker symbols using the AddTickerLookupItem method C FinYahooURLHistoricalDataSource finStockHistoricalData new FinYahooURLHistoricalDataSource for int i D i lt idStrings Lengthg i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i VB Private finStockHistoricalData As New FinYahooURLHistoricalDataSource For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i Next Google URL Based Data Source To create a histori
17. QCTAChart Technical Analysis Charting Tools The first EMA uses a 26 day period and is referred to as the long EMA line The second EMA uses a 12 day period and is referred to as the short EMA line The MACD line is calculated by subtracting the long 26 EMA line from the short 12 EMA line The signal line is calculated as a 9 day EMA of the MACD line The two lines actually plotted in the indicator are the MACD line and the signal line The crossover of MACD and signal lines indicates a buying or selling opportunity Additionally a histogram representing the differences between the MACD line and the signal line is usually part of a MACD chart Trading Strategies Stochastic Buy when Buy when the MACD line passes up and through the signal line this corresponds to the histogram going positive Sell when Sell when the MACD line falls below the signal line this corresponds to the histogram going negative Formulas The MACD indicator is calculated as follows The long EMA line is calculated as the EMA n ong of the close prices The short EMA line is calculated as the EMA nshort of the close prices The MACD line is calculated as the difference between the long EMA and the short EMA The signal line is calculated as the EMA nsignal of the MACD line The histogram is calculated as the MACD line minus the signal line Where nlong nshort and nsignal represent the exponential smoothing periods for the long EMA the short EMA and t
18. wnuawoy 10 01714 11 03 14 While the Momentum indicator is positive it designates an continuing upward trend in prices A negative upward trend designates a continuing downward trend Trading Strategies Momentum Action Limits Set high overbought and low oversold thresholds for action No firm algorithm is available for this Some suggest setting the thresholds at 67 the high and low peak values on both sides of 0 0 Buy when The Momentum indicator drops below the lower threshold and then rises back above it Sell when Momentum crosses to above the overbought level and then falls back below it On a bearish divergence with the first peak above the overbought level Formula For i gt N Momentum i Close 1 Close i N 47 2 QCTAChart and Technical Analysis Money Flow MFI ES Form1 DER The market is ready to make a major move 2005 2006 2007 2008 10 09 14 INTC 33 40 Boll Bands 20 2 000 LL 33 20 UL 35 15 MA 34 18 10 01 13 11 01 13 12 0203 1 02 14 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B 01 14 9 02 14 310 0114 11 0314 2013 2014 10 09 14 Money Flow 14 42 oo 10 01 13 19 01 13 12 02 13 1 02 14 2 03 14 3 03 14 4 D1 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 14 10 01 14 11 0314 fe 2013 2014 i i leE The Money Flow indicator provides more information than the Relative Strength indicator because it also takes into account volume The Money Flow indicator is consid
19. 04 cotiritiiitiritiiritis 0 10000 20000 30000 40000 10 riri D 3 30 61d 35 354g Ere 2800 15 20 2400 25 2000 The positioning of axes is very flexible Axes can have an inverted scale LinearAxis This class implements a linear axis with major and minor tick marks placed at equally spaced intervals Logarithmic Axes 1000 50000 100 400 5000 Linear X Log X Log X 10 Log Y 200 Linear Y 500 Log Y 1 0 50 0 1 0 5 0 20 40 60 80 100 0 02 0 2 2 20 200 1 10 100 1000 40 Log X 20 Linear Y 0 o2 0406 1 gt 4 6 10 59 40 60 100 499 400600 1000 100 Time X 10 Log Y 8 01 02 9 01 02 10 01 02 Logarithmic axes can be combined with linear logarithmic and time axes 87 4 QCChart2D for Net LogAxis This class implements a logarithmic axis with major tick marks placed on logarithmic intervals for example 1 10 100 or 30 300 3000 The minor tick marks are placed within the major tick marks using linear intervals for example 2 3 4 5 6 7 8 9 20 30 40 50 90 An important feature of the LogAxis class is that the major and minor tick marks do not have to fall on decade boundaries A logarithmic axis must have a positive range exclusive of 0 0 and the tick marks can represent any logarithmic scale Date Axes Year YeavGuarer ED EED EEE EEL E Rp EEE LEE FATA BLE LE B LSN 1985 4990 1995 2000 4998 1999 2000 2001 2002 2003 YeawMonth QuartevMonth Hra RL Lan nea Sl POL 4098 4990 2000 2001 2
20. 113 Timescale T AES Timescale se sec iet erit 83 113 TameSimpleDataset 2 5 e eade ted tede ed TimeSimpleDataset sess 82 85 113 TOOL L1ps nre tacto p EH er PR e Rete DataToolTip eeeeee 110 113 Traditional Box Size traditional box size seseee 223 Trend lines eo ee oie mad trend lines eee 4 9 14 60 195 Trial Licenser 5 iei entree ene Count E a sees dra Trial E1C6n8S6 55 o eur ERO ii Pre Ran gee arees eet Bs cire eue Ea a i True Range 42 45 147 226 227 244 245 T torial i hi soie nce natat p etie t torial o eS Evers iv 7 9 116 Typical Price Method sse Typical Price Method 233 250 URL Based Data Sources URL based data sources 117 121 UserGControl 3 eT eno UserControl 69 81 82 113 283 User Acute etd e aired ES 287 UsetCoordinates nee cte e RSEN EN ER ate UserCoordinates eeeeeeeeee 83 113 Visual B asiGs sioe aor pO OT E NER 9 Visual Basic 7 9 260 291 291 Visual C oos WR REO NS dettes d 9 Visual Basic cccccessccssscessceescessessecsseeeceeeeees 291 Visual C sess 9 283 291 Volume Char ts ccccccsscccssscessceesseecssecessecesseceseeeeseeeeseeeesaee Volume charts 4 14 58 163 182 182 Walliam
21. 146 158 274 275 Moving Average Convergence Divergence MACD 305 QCTAChart Technical Analysis Charting Tools Moving Average Convergence Divergence MACD eese 4 14 56 163 179 MultiLinePlot sess MultiLinePlot sess 94 100 113 Numeric AxisLabels eae ete NumericAxisLabels 91 92 113 NumericLabel 4 dace tede dde NumericLabel sssss 108 109 113 OHLGPIl Ot tete tetete es oce teen eee ete dee eene aH ea cod OHLEGCPlot atte hern 15 94 100 113 Open High Low Close Bar plot eseeee Open High Low Close Bar plot 3 Open High Low Close plots sees 15 OHECPI t x pubRognsnnepbsppbu genu 15 Paid Data Sources ueneno e aee ES Paid data sources 3 2 n Reuter 5 Parabolic S AR a5 eect sens tp ite A n e aaa parabolic SAR 2 3 13 15 42 44 71 158 159 164 274 275 290 297 Percentage BOX Size ieteicis aE Percentage Box Size 224 PhysicalCoordin tes 2 eret eso d PhysicalCoordinates 83 84 85 86 113 Point And Figure Dialog Box Point And Figure Dialog Box 227 Point and Figure plot eee Point and Figure plot 3 15 23 78 150 153 223 229 237 251 Point And Figure Price Mode sess
22. Else 264 QCTAChart Technical Analysis Charting Tools fileimageformat ImageFormat Bmp End If End If End If End If End If Dim savegraph As New BufferedImage chartview fileimageformat savegraph Render savegraph Savelmage filename End If End Sub SaveAsFile 265 QCTAChart Technical Analysis Charting Tools 267 12 Regionalization for non USA Markets FinStrings We have provided a structure for adjusting the software for different cultures and languages All of the pre defined strings in the software have been moved to the static class FinStrings which can be modified at run time You can create multiple sets of strings one for each unique region you sell to and initialize the software to that set at run time While something similar is often done using resource files in the final Net application program it was not possible to add a user customizable resource file to a pre compiled library like our QCTAChartNet dll Apart from the strings there are a couple other areas which benefit from regionalization First is the use of the comma in some locales as the decimal separator in place of the period Our software uses the standard numeric conversion routines found in Net for converting numeric values to strings and these automatically take into account the proper format for the region recognized by the computer So you shouldn t have to do anything there Also date time values are subject to regi
23. INTC y IBM TAN AMAT COCO AAP GOO s String stockFilenames INTC IBM TXN AMAT CSCO AAPL QQQ nj inYahooCSVFileHistoricalDataSource finStockHistoricalData null a topDate Add ChartObj DAY OF YEAR 1 tartDate Add ChartObj YEAR 15 o Absolute path String datafolder C Quinn Curtis DotNet QCTAChart DataFiles Yahoo Relative path String datafolder Q8 X X bau baw Xe i Datariles Yahoo finStockHistoricalData new FinYahooCSVFileHistoricalDataSource datafolder for int i 0 i lt stockFilenames Length i finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i j finChartData new FinChartData finStockHistoricalData stockFilenames startDate stopDate InitFinChartView finChartData VB Private finChartData As FinChartData Nothing Private startDate As New ChartCalendar Private stopDate As New ChartCalendar Private idStrings As String INTC IBM TXN AMAT CSCO AAPL OOO 124 QCTAChart Technical Analysis Charting Tools Private stockFilenames As String INTC IBM TXN AMAT CSCO AAPL QQo Private finStockHistoricalData As FinYahooCSVFileHistoricalDataSource Nothing stopDate Add ChartObj DAY OF YEAR 1 startDate Add ChartObj YEAR 8 Absolute path i Dim datafolder As String C Quinn Curtis DotNet QCTAChart DataFiles Yahoo Relative
24. Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Line Alpha The transparency of the line use value in the range 0 255 OHLC Attributes ES Edit OHLC Plot Attributes Line Text Color Line Style Line Thickness Line Alpha ETE z5 E CN Dash v Item Width 150 QCTAChart Technical Analysis Charting Tools Attribute options for OHLC plots Line Text Color Primary color of the OHLC object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Line Alpha The transparency of the line use value in the range 0 255 Item Width Adjacent values in a plot are separated by a value of 1 0 Enter the item width as a value in the range of 0 0 to 1 0 Candlestick Candelstick Volume Mountain Bar Plot Attributes ES Edit Candlestick Plot Attributes Line Text Color Line Style Line Thickness Line Alpha m Item Width Fill Color Fill Alpha 0 5 8 E Attribute options for plots Line Text Color Primary line or outline color of the plot object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Line Alpha The transparency of the line use value in the range 0 255 Item Width Adjacen
25. Zee News String tickerStrings SPCNXNIFTY OIL SPANCO NORTHGATE MVLIND ZEENEWS FinQuandlURLHistoricalDataSource finStockHistoricalData new FinQuandlURLHistoricalDataSource NSE for int i 0r i lt idStrings Length itt finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i VB Dim idStrings As String NIFTY Index Oil India Spanco Northgate MVL Ind Zee News Dim tickerStrings As String SPCNXNIFTY OIL SPANCO NORTHGATE MVLIND ZEENEWS Dim finStockHistoricalData As New FinQuandlURLHistoricalDataSource NSE For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i 119 5 Configuring QCTAChart Datasources There is one issue which makes importing data from the Quand data sources complicated though it is a complication we take care of automatically The Quandl exchanges all use unique column formats for their data Not only that most of the exchanges do not even use a standardized column format for the data within the given exchange So what our software does is read the column headings for each downloaded stock and assign the resulting column of data to the associated element of an OHLCV Open High Low Close Volume element in our own own software This is further complicated by the fact that the exchanges all use different wording for the same column heads For example for the daily
26. _ text As String _ As FinLabel 216 QCTAChart Technical Analysis Charting Tools Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evl Type ChartEvent The position of the text text Type String The text string Return Value Returns the FinLabel object created Examples In this example a FinLabel object is created in the middle of the current display and it is up to the user to reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this ChartLayoutMode FinChartView STANDARD LAYOUT this BuildCharti FinLabel finlabel this AddFinLabelToPrimaryChart true FinLabel Item VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart FinLabel finlabel this AddFinLabelToPrimaryChart True FinLabel Item In this example a FinLabel object is created and placed at the Physical coordinate position represented by stock event 12 The user can still reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this BuildChart FinLabel finlabel this AddFinLabelToPrimaryChart true rawStockData GetEvent 12 FinLabel Item VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Dim finlabel As FinLabel Me AddFinLabelToPrimaryChart True rawStockData GetEvent 12 FinLabel Item 217 8 Financial Chart Objects FinArrow ES Form1 The market is ready to make a
27. bool update VB Public Function AddFinHLineToPrimaryChart _ update As Boolean _ evl As ChartEvent _ As FinHLine Public Function AddFinHLineToPrimaryChart _ update As Boolean _ As FinHLine where AddFinHLineToPrimaryChart has the following characteristics Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evi Type ChartEvent The starting position of the cursor Return Value Returns the FinHLabel object created Examples In this example a horizontal cursor is created in the middle of the current display and it is up to the user to reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this BuildCharti this AddFinHLineToPrimaryChart true VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Me AddFinHLineToPrimaryChart True In this example a horizontal cursor is created at a position defined by an OHLC stock value The user can still reposition it using the mouse C 203 8 Financial Chart Objects this AddPrimaryChart TXN ChartObj OHLC thise Buildchart EventGroupDataset rawStockData this GetCurrentTickerData ChartEvent hlevl rawStockData GetEvent 60 FinHLine finhlinel this AddFinHLineToPrimaryChart true hlev1 VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Dim rawStockData As EventGroupDataset Me GetCurrentTickerData Dim hlevl As ChartEve
28. calculations ElapsedTimeAutoScale This class is a concrete implementation of the AutoScale class It calculates scaling values based on the numeric values in Elapsed TimeSimpleDataset and ElapsedTimeGroupDataset objects The elapsed time classes use it for auto scale calculations Chart Object Classes Chart objects are graph objects that can be rendered in the current graph window This is in comparison to other classes that are purely calculation classes such as the coordinate conversion classes All chart objects have certain information in common This includes instances of ChartAttribute and PhysicalCoordinates classes The ChartAttribute class contains basic color line style and gradient information for the object while the PhysicalCoordinates maintains the coordinate system used by object The majority of classes in the library derive from the GraphObj class each class a specific charting object such as an axis an axis label a simple plot or a group plot Add GraphObj derived objects axes plots labels title etc to a graph using the ChartView AddChartObject method GraphObj This class is the abstract base class for all drawable graph objects It contains 85 4 QCChart2D for Net Background Axis Classes Axis LinearAxis PolarAxes AntennaAxes ElapsedTimeAxis LogAxis T imeAxis information common to all chart objects This class includes references to instances of the ChartAttribute and PhysicalCoordinates clas
29. chartVu AddChartObject thePlot2 The descriptions above describe how you can retrieve historical stock data from the FinChartData class used to supply the charts with data You can also retrieve historical data directly from the historical data source class you use In the example above this was the FinYahooURLHistoricalDataSource declared and initited using code similar to below String idStrings Intel IBM Tex Inst App Mat CSCO Apple OQO j String tickerStrings INTO IBM TXN AMAT CSCO AAPL OOQ J FinYahooURLHistoricalDataSource finStockHistoricalData null finStockHistoricalData new FinYahooURLHistoricalDataSource for int i e Oy i lt idStrings Length itt finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i At this point you can retrieve historical data directly from the historical data source using the GetHistoricalData method call In this case you pass in the stock ID a start and ending data and a frequency indicator d for daily w for weekly m ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar stopDate Add ChartObj DAY OF YEAR 1 yesterday startDate Add ChartObj YEAR 10 10 years ago EventGroupDataset egds finStockHistoricalData GetHistorlcalData Intel startDate stopDate d EventSimpleDataset esds egds ConvertToEventSimpleDataset 3 third index
30. e Average Directional Indicator Momentum e Rate of Change ROC e Relative Strength RSD e Stochastic Fast and Slow Williams R Moving Average Convergence Divergence MACD e Volume charts Integrated Data Table A scrollable table at the top which contains current financial data for a user defined portfolio of stocks The user can click on a row and automatically have all of the charts updated to reflect technical indicators for the selected stock Integrated Dialog Boxes There are Primary Chart Secondary Chart Data Table and General Chart characteristic dialog boxes which are invoked with small buttons on the main view page The end user can customize which stocks and technical indicators are displayed Plot attributes plot type line and fill colors line thickness text fonts and text sizes are all adjustable Serialization The Primary Chart dialog box has options to Save and Restore the complete setup of a chart which has been customized by the end user QCTAChart Technical Analysis Charting Tools Financial Data Sources Paid Data Sources A technical analysis charting package means little if you do not have a source of historical data for the securities you want to analyze There are many sources of paid historical data If you work for a large financial company you may have access to computer feeds from Thompson Reuters Bloomberg Wall Street Journal Metastock and many others You can get historical data
31. finChartData AddColumnItem BidRealTime finChartData AddColumnItem ChangeFromYearHigh finChartData AddColumnItem ChangeFromYearLow finChartData AddColumnItem DividendShare finChartData AddColumnItem DividendYield finChartData AddColumnItem EPSEstimateNextYear finChartData AddColumnItem EarningsShare VB finChartData AddColumnItem Name finChartData AddColumnItem PERatio finChartData AddColumnItem Volume finChartData AddColumnItem Bid finChartData AddColumnItem BidRealTime finChartData AddColumnItem ChangeFromYearHigh finChartData AddColumnItem ChangeFromYearLow finChartData AddColumnItem DividendShare finChartData AddColumnItem DividendYield finChartData AddColumnItem EPSEstimateNextYear finChartData AddColumnItem EarningsShare Important Note The Yahoo and the Quandl current financial data sources have different column items in them So you must take into account which current data source you are using when using the AddColumnItem method Yahoo has the following column items available for display Code Indicator Description Name Stock Name Open Open DaysHigh Days High DaysLow Days Low PreviousClose PreviousClose Ask Ask Bid Bid YearLow Year Low YearHigh Year High AskRealtime Ask Realtime BidRealtime Bid Realtime Volume Volume LastTradePriceOnly Last Trade Price Only LastTradeDate Las
32. green line and the DI indicator red line A stock is said to be in a strong trend if the ADX value is greater than 25 some use 20 as the threshold Note that the ADX indicator does NOT specify a trend direction So a strong positive trend or a strong negative trend will result in ADX values greater than 25 20 So the ADX value can signal traders whether or not they should be using trend trading strategy Assuming you are in an upward trend confirmed by an ADX value of 25 or 20 a buy signal occurs when DI crosses above DI with a stop loss place on the low of the day The buy signal remains as long as this low holds even if DI crosses back below DI If the stock price falls below the stop loss low the buy signal is ended If the trade become profitable traders should uses stop losses perhaps the Parabolic SAR value to protect their profit A sell signal occurs when DI crosses above DI ADX DI and DI Formulas The ADX indicator is a slow moving signal because it uses long exponential smoothing periods Also it uses 44 QCTAChart Technical Analysis Charting Tools unique variant of exponential smoothing called Wilder smoothing As discussed in the Exponential Moving Average section the standard exponential smoothing equation is EMA i EMA i 1 1 alpha Y i alpha alpha is the smoothing constant in the range 0 0 to 1 0 for regular non Wilder time based exponential moving average calculation
33. nenne nnne nene 141 T Secondary Chart Options e eee ettet oe Eee br e ERA Ret ER iR 163 8 Financial Chart Objects 7 a od eee ett are e OR rede bte eni Sed deer Us 195 9 Point and Figure Charts oer E ee ind sea NOUO es a Aes 223 10 Renko Carts eor tetto t dee pe b eO PR PRU ERE RR 243 TH File and Printer Rendering C 135868 irte re t dte ee ets 257 Printing a Chart ei ertt ne a eve e gt tu e RE RE ERE MTS 257 Capturing the Chart asa Buffered Ima g nes en RR ERE ERR UR ERE ERROR 263 M P m 267 12 Regionalization for non USA Markets sess eene enne E 269 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications ees 283 Critical Note Running the Example Programs sess 283 Visual C10 Netrik C 283 291 BERIEIBSESINI ME I 291 QCTAChart Technical Analysis Charting Tools 1 Introduction Technical Analysis of stocks bonds commodities and other securities is the art of predicting future price movements for the security based on the study of past price and volume movements Starting with historical Open high low close volume data for a given security technical analysis consists of applying one or more functions to th
34. statistical error associated with the data point Media Schedule WSJ DSP Journal EDN PC Mag Computer Week Info Age 2003 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2004 Year of 2003 Floating bars are useful for creating scheduling charts This class is a concrete implementation of the GroupPlot class and displays free floating bars in a graph The bars are free floating because each bar does not reference a fixed base value as do simple bar plots stacked bar plots and group bar plots 97 4 QCChart2D for Net Price 35 30 25 Daily Stock Price NASDAQ 1 05 09 FloatingStackedBarPlot GroupBarPlot StackedBarPlot GroupVeraPlot P g Er amp 112 09 i 19 09 i j 1126 09 9102108 This class is a concrete implementation of the GroupPlot class and displays free floating stacked bars The bars are free floating because each bar does not reference a fixed base value as do simple bar plots stacked bar plots and group bar plots Drug Sales 99 2002 2003 997 998 999 2002 2003 The Group bar graph and the Stacked bar graph represent two different ways of displaying the same data This class is a concrete implementation of the GroupPlot class and displays group data in a group bar format Individual bars the height of which corresponds to the group y values of the dataset display side by side as a group justified with respect to the x position valu
35. 02 36 43 37 02 32128124 17 Dec 14 35 62 36 33 35 33 36 24 3 1637748 16 Dec 14 35 86 36 50 35 56 35 56 3 1166334 15 Dec 14 36 39 36 78 35 90 35 92 30633423 12 Dec 14 36 45 36 82 36 22 36 22 29322529 11 Dec 14 36 50 37 21 36 44 36 70 25090084 10 Dec 14 36 93 37 02 36 30 36 42 27499869 9 Dec 14 36 67 37 09 36 30 36 89 28487318 8 Dec 14 37 46 37 73 36 94 37 20 28134819 5 Dec 14 37 57 37 90 37 52 37 67 20527600 4 Dec 14 37 40 37 46 37 04 37 46 23397863 3 Dec 14 37 68 37 89 37 41 37 43 30660821 2 Dec 14 37 18 37 60 37 18 37 60 28361104 1 Dec 14 37 21 37 62 36 90 37 17 30904004 28 Nov 14 37 04 37 69 36 94 37 25 19128510 26 Nov 14 36 37 36 99 36 28 36 90 24062025 Unlike the Yahoo and Quandl data the Google data does not include any adjusted value columns This is because all Google data items represent adjusted values in the raw download How to acquire the historical data values used in the charts You may want to acquire the historical OHLCV data values used in the creation of the charts The values are stored internally in the FinChartData data structures A typical initialization of the FinChartData class 1s shown below FinChartData finChartData null ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar 128 QCTAChart Technical Analysis Charting Tools String tdStrings Intel IBM Tex Inst App Mat CSCO Apple OOO F String tickerStrings INTO IBM TAN A
36. 14 6 30 14 7 07 14 7 14 14 407 14 4 14 14 4 2114 4 28 14 5 05 14 5 12 14 5 19 14 5 27 14 5 02 14 6 09 14 8 16 14 65 23 14 86 30 14 7 07 14 74 14 2014 oO Slow Stoch 3 c The Show Table check box option in the upper left corner of the FinChartView window toggles on off the current financial data table You need to create a stock look up table the same as was needed for the historical stock data C FinChartData finChartData null 131 5 Configuring QCTAChart Datasources ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar String idStrings INTG IBM TXN AMAT CSCO AAPL OOQ js Stringi tickerotrings INTC IBM TXN AMAT CS5CO AAPL DOO J stopDate Add ChartObj DAY OF YEAR 1 StartDate Add ChartObj YEAR 5 FinYahooURLCurrentDataSource finStockData new FinYahooURLCurrentDataSource FinYahooURLHistoricalDataSource finStockHistoricalData new FinYahooURLHistoricalDataSource for int i 0 i lt idStrings Length i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i i finChartData new FinChartData finStockHistoricalData finStockData idStrings StartDate stopDate InitFinChartView finChartData VB Dim finChartData As FinChartData Nothing Dim startDate As New ChartCalendar Dim stopDate As New ChartCalendar
37. 51 22 This class labels the major tick marks of the associated PolarAxes object The x axis is labeled from 0 0 to the polar scale magnitude and the circular axis is labeled counter clockwise from 0 to 360 degrees starting at 3 00 This class labels the major tick marks of the associated AntennaAxes object The y axis is labeled from the radius minimum to the radius maximum The circular axis is labeled clockwise from 0 to 360 degrees starting at 12 00 92 QCTAChart Technical Analysis Charting Tools Chart Plot Classes ChartPlot ContourPlot GroupPlot PieChart PolarPlot AntennaPlot SimplePlot Plot objects are objects that display data organized in a ChartDataset class There are six main categories simple group polar antenna contour and pie plots Simple plots graph data organized as a simple set of xy data points The most common examples of simple plots are line plots bar graphs scatter plots and line marker plots Group plots graph data organized as multiple y values for each x value The most common examples of group plots are stacked bar graphs open high low close plots candlestick plots floating stacked bar plots and box and whisker plots Polar charts plot data organized as a simple set of data points where each data point represents a polar magnitude and angle pair rather than xy Cartesian coordinate values The most common example of polar charts is the display of complex numbers a bi and it is used in
38. 68 L 46 59 C 46 62 V 11651100 00 wnjuswoyy When a Renko chart or a Point and Figure chart is displayed in the Primary chart window the technical indicators in the secondary window s will only be in sync at the endpoints Creating a Renko chart The Renko charting routines are integrated in the FinChartView class So you create a FinChartData object with a portfolio of stocks use that to initialize the FinChartView and then add a Renko chart as the Primary Chart for the FinChartView using AddPrimarcyChartRenko See the example PointAndFigureExample RenkoPlotUserControll C public void InitializeChart this PreferredSize new Size 800 600 Define the ticker symbols Strang idStri ogs BA INTO IBM TEXN AMAT CSCO 7 Stringi tickerStrin gas BA INTO IBM TAN AMAT Caco J ChartCalendar startdate new ChartCalendar 2008 ChartObj JULY 2 ChartCalendar enddate new ChartCalendar Today FinYahooURLCurrentDataSource finStockData new FinYahooURLCurrentDataSource FinYahooURLHistoricalDataSource finStockHistoricalData new 252 QCTAChart Technical Analysis Charting Tools FinYahooURLHistoricalDataSource for int i 0 i lt idStrings Length i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i finStockHistoricalData AddCurrency
39. 70 71 180 181 FinMetaStockCSVFileHistoricalDataSource FinMetaStockCS VFileHistoricalDataSource 72 73 115 116 121 FinMetaStockHistoricalDataSource ssssss FinMetaStockHistoricalDataSource 72 73 115 FinMetaStockURLHistoricalDataSource ss FinMetaStockURLHistoricalDataSource 72 115 FinMomentumlndicatorPlot esses FinMomentumIndicatorPlot 70 71 167 168 169 FinMoneyFlowlIndicatorPlot eese FinMoneyFlowIndicatorPlot 70 71 169 170 171 FinParabolicSARPlot ccccccccccsscesssceesseesecesseeesseeessseesseees FinParabolicSARPlot 70 71 147 290 297 FinPointAndFigureChartPlot esee FinPointAndFigureChartPlot 70 71 229 230 231 234 235 236 238 239 FinQuandlCS VFileHistoricalDataSource FinQuandlCSVFileHistoricalDataSource 72 73 115 116 125 126 FinQuandlCurrentDataSource esee FinQuandlCurrentDataSource 72 73 115 FinQuandlHistoricalDataSource esss FinQuandlHistoricalDataSource 72 73 115 FinQuandIURLCurrentDataDataSource sss FinQuandIURLCurrentDataDataSource 72 73 115 131 FinQuandIURLHistoricalDataSource uses E 304 FinQuandlURLHistoricalDataSource 72 73 115 116 118 119 120 136
40. AddStochasticIndicatorChart VB Public Function AddStochasticIndicatorChart _ mode As Integer _ maperiod As Integer _ fastma As Integer _ slowma As Integer _ As FinStochasticIndicatorPlot Public Function AddStochasticIndicatorChart _ 175 7 Secondary Chart Options mode As Integer _ As FinStochasticIndicatorPlot Public Function AddStochasticIndicatorChart As FinStochasticIndicatorPlot Parameters mode Type Int32 Default FinChartConstants STOCHASTIC OSCILLATOR SLOW The type of Stochastic Indicator Use FinChartConstants STOCHASTIC OSCILLATOR SLOW or FinChartConstants STOCHASTIC OSCILLATOR FAST maperiod Type Int32 Default 14 The stochastic K moving average period fastma Type Int32 Default 3 The fast Stochastic D moving average period slowma Type Int32 Default 3 The slow Stochastic D moving average period Return Value Returns the FinStochasticIndicatorPlot object for the secondary chart Limit Values Set high overbought and low oversold thresholds for action limits Recommended action limits for Stochatic charts are a high limit of 80 and a low limit of 20 You can change thedefault limit level using the FinStochasticIndicatorPlot defaultLowLimitValue and FinStochasticIndicatorPlot defaultHighLimitValue static properties as shown below C FinStochasticIndicatorPlot defaultHighLimitValue 80 FinStochasticIndicatorPlot defaultLowLimitValue 20 FinStochasticIndicatorPlot stochch
41. Analysis 177 7 Secondary Chart Options ES Form1 File Exit C Show Table T The market is ready to make a major move 2005 2006 2007 2008 2008 2011 2012 2013 led P0 ay Mg y rl il 258 Ui ng 2 03 14 3 03 14 4 01 14 5 01 14 5 02 14 7 01 14 8 01 14 9 02 14 10 01 14 2014 11 14 14 Williams zR 14 lt i OAM 2 03 14 3 03 14 4 01 14 5 01 14 5 02 14 7 1 14 B 01 14 9 02 14 10 01 14 2014 C public FinWilliamsRIndicatorPlot AddWilliamsRIndicatorChart int maperiod public FinWilliamsRIndicatorPlot AddWilliamsRIndicatorChart VB Public Function AddWilliamsRIndicatorChart _ maperiod As Integer _ As FinWilliamsRIndicatorPlot Public Function AddWilliamsRIndicatorChart As FinWilliamsRIndicatorPlot Parameters maperiod Type Int32 Default 14 The moving average period 178 Eor Full Scale 11 0344 H H 11 03 14 1496 suena QCTAChart Technical Analysis Charting Tools Return Value Returns the FinWilliamsRIndicatorPlot object for the secondary chart Limit Values Set high overbought and low oversold thresholds for action limits Recommended action limits for Williams R are a high limit of 20 and a low limit of 80 You can change thedefault limit level using the FinWilliamsR IndicatorPlot defaultLowLimitValue and FinWilliamsRIndicatorPlot defaultHighLimitValue static properties as shown below C FinWilliamsRIndicatorPlot defaultHighLimitValue 25 FinW
42. Analysis Charting Tools Relative Strength RSI EB Form1 File Exit C ShowTable T The market is ready to make a major move 2005 2006 2007 2008 2008 tai d atte tthe i F fl i F wal m Tuer i il jul a y a S E E 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B 01 14 9 02 14 10 01 14 11 0314 2014 10 13 14 RSI 14 19 40 SS SS SS SS eS ee ee E S E M R 203 14 303 14 4 01 14 5 01 14 5 02 14 71 14 8 01 14 9 02 14 10 01 14 11 03 2014 The Relative Strength Indicator RSI was originally developed by J Welles Wilder and is described in his book New Concepts in Technical Trading System It indicates strength or weakness in a security based on the closing price action within the specified trading period The RSI is calculated using the ratio of higher closes to lower closes stocks which have had more or stronger positive changes have a higher RSI than stocks which have had more or stronger negative changes The RSI indicator is normalized so all values are percentages in the range 0 to 100 Intermediate values in the calculation are smoothed using the Wilder exponential smoothing method usually using a 14 day period More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis Cz public FinRSIIndicatorPlot AddESIIndicatorChart int maperiod public FinRSIIndicatorPlot AddRSIIndicatorChart VB Public Function AddRSIIndicatorChart _ maperiod As Integer _ As FinRSI
43. Background Check this box if you want the background rectangle of the text to overwrite what is underneath Plot Area Clipping Check this box if you want the text to clip to the plotting area the area bounded by the axes Horizontal Justify Sets horizontal text justification of the trend line start label The justification of the trend line end label is set to the opposite value Vertical Justify Sets vertical text justification of the trend line start label The justification of the trend line end label is set to the opposite value You can add a Fibonacci rectangle programmatically using the FinChartView AddFinFibonacciPlotToPrimaryChart method You MUST add it after the FinChartView BuildChart call 210 QCTAChart Technical Analysis Charting Tools Prototypes C public FinFibonacciPlot AddFinFibonacciPlotToPrimaryChart bool update ChartEvent evl ChartEvent ev2 public FinFibonacciPlot AddFinFibonacciPlotToPrimaryChart bool update VB Public Function AddFinFibonacciPlotToPrimaryChart _ update As Boolean _ As FinFibonacciPlot Public Function AddFinFibonacciPlotToPrimaryChart _ update As Boolean evl As ChartEvent _ ev2 As ChartEvent _ As FinFibonacciPlot Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evl Type ChartEvent The lower left corner of the Finbonacci rectangle ev2 Type ChartEvent The upper right corner
44. Beta vl Value Line Beta Ev bv EV to Book lt CR gt Value Ratio The FinStrings module is used to define default and static strings for the various QCTA Chart classes when those classes are initialized Trying to set the FinString strings using SetStringItem after any of the charts have been instantiated will not have the desired effect Since the charts classes are normally instantiated in the main Form file you must change any strings before that intialization takes place The best way to do that is to initialize the string in a static method in the main Form file You will find an example in the TimeVariableControlCharts Form1 cs file Call the static method using an initialization of a static variable in the global variables section of the class This will guarantee that the strings get initialized first Since the FinStrings class is static you can call it anytime It does not need instantiation CR public partial class Forml Form ChartPrint printobj null Static bool initStringsComplete InitStrings Static bool Initstrings This string is used in the Primary Chart Dialog table as the group box title for the y axis scaling modes FinStrings SetStringItem Y Scoale Y Axis Scale return truce public Forml InitializeComponent VB public partial class Forml Form ChartPrint printobj null static bool initStringsComplete InitStrings static bool InitStrings
45. FinPointAndFigureXAxisLabels Used in a Point and Figure chart to display the x axis labels of a PointAndFigureX Axis The PointAndFigureY Axis can use the standard NumericAxisLabels class for display of the axis tick mark values FinPointAndFigurePlot Plots the Point and Figure chart as a collection of Xs uptrends and Os downtrends New Plot Objects you can use to plot OHLCV data in ChartView or FinChartView window Com quinncurtis chart2dnet GroupPlot FinCandlestickVolumePlot FinOHLCBarPlot FinCandlestickVolumePlot This OHLCV plot type uses the volume value in each OHLCV data item to control the width of the respective candlestick plot item FinOHLCBarPlot This OHLCV plot type uses the displays the OHLC data in a vertical floating bar format New Financial Chart Objects you can place in a chart Com quinncurtis chart2dnet SimplePlot FinFibonacciPlot Com quinncurtis chart2dnet Marker FinHLine FinVLine Com quinncurtis chart2dnet SimpleLineMarkerPlot FinTrendLine FinArrow Com quinncurtis chart2dnet StringLabel FinText FinLabel FinFibonacciPlot 75 3 Class Architecture of the Technical Analysis Charting Tools for Net Class Library Place a set of Fibonacci levels in a chart as an indicator of retracement prices Object is moveable and resizeable FinHLine Place a horizontal data marker in a chart displaying the y axis value of the data marker on the end Object is moveable FinVLine Place a ver
46. Form1 Lm Renko Chart 2009 2010 10 31 14 0 49 15 H 50 21 L 48 75 C 49 66 V 14551100 00 2010 2011 2013 Fixed Box Size using ATR Average True Range The fixed box size has the drawback in that it is not auto ranging A stock where the values in the time frame of interest are in the hundreds IBM or Apple will need a much larger fixed box size than other stocks with values in the teens variant of the fixed box size mode calculates fixed box size as a function of the Average True Range where the Average True Range defined by J Welles Wilder is defined as below 244 QCTAChart Technical Analysis Charting Tools The true range for a given time period is maximum of several calculated ranges True Range Max Current High less the current Low Abs Current High previous Close Abs Current Low previous Close The Average True Range is a moving average 14 day Moving Average in this case of the most recent and pervious 13 values The fixed box size is set to the value of the Average True Range calculated using the most recent data Below is the Renko chart we have been using as an example configured for a fixed box size calculated using the Average True Range ES Form Paint and Figure Chart Om Renko Chart u 2010 4 11 14 0 44 7 H 45 74 L 44 73 C 44 98 Vv 8361500 00 2013 In this case the fixed box size was calculated to be approximately 0 6 Renko Chart Dialog Box
47. In this case you create a StringArray containing the column items you want and also specify the ID string of the stock you want the column items for Intel in this case StringArray columitems new StringArray columitems Add Name columitems Add PERatio 138 QCTAChart Technical Analysis Charting Tools columitems Add Volume columitems Add Bid columitems Add BidRealtime columitems Add ChangeFromYearHigh columitems Add ChangeFromYearLow columitems Add DividendShare columitems Add DividendYield columitems Add EPSEstimateNextYear columitems Add EarningsShare StringArray dataitems finStockData ReadStockData Intel columitems 139 6 Display Stock Data in the Primary Chart FinChartView Com quinncurtis chart2dnet ChartView FinChartView The FinChartView class is the main view class of software which combines a primary chart with multiple technical indicators in secondary charts It also includes a zoom window which controls zooming and panning of all of the charts and a financial data table The user can manage all of the windows using dialog boxes with minimal direct programming Using it you can manage a portfolio of securities comparing them against one another and displaying a variety of technical indicators The Primary chart of the FinChartView is reserved for plotting OHLC stock data and a number of technical indicators overlays Below is a list of the ba
48. Indicator sess Average Directional Indicator 4 14 44 163 164 Average True Range a iheni iremen osii esas Axis 69 81 85 86 87 88 89 90 91 92 108 109 110 112 113 AxisLabels vcd dick nas ches coca E E aereis AxisLabels 0 ccccccccccccesseccessseeeeeeeeeeees 91 92 113 DS CUBO Axis Title a3 segete 108 113 Backegto nd otn ee eet dee Perte q uos Background sss 69 81 86 114 BarDatapointValue 2 ii ee eere BarDatapointValue eene 113 Bolhnger Bands odd reine Bollinger Bands 3 13 15 40 41 71 143 146 157 163 274 275 Box Sie Mode eiin dh tane antec e e epe Box Size Mode 78 153 154 226 227 230 231 244 245 248 249 273 BultteredImage 5 rece e pee BufferedImage 111 113 257 259 261 263 264 265 Candlestick 4ieedceiciee treten tnde dene o eere deinde Candlestick 2 3 13 15 16 17 21 22 59 70 71 75 93 94 95 96 98 113 129 141 150 151 154 237 251 272 Candlestick Candlestick 150 154 151 154 CartesianCoordinates esses CartesianCoordinates sess 83 84 113 ChartAttrib te 52 5 eioroosso pie e ota a e eater ChartAttribute sessssss 84 85 86 113 ChartCalendar sess ChartCalendar 82 85 89 109 111 113 ChartIindge 3 one eme ERU PENES IN ENT tease ChartIm
49. Margin Firm Value 3 year Standard Deviation of Stock Price Trading Volume Cash Dividend Yield Revenues Net Income EV to Book Value Ratio Reinvestment Amount Earnings Before Interest and Taxes EV to Invested Capital Ratio Payout Ratio Hi Lo Risk All Financial Ratios Sales General and Administration Expenses Enterprise Value Non Cash Working Capital How to add data items to the Quandl current financial data C FinQuandlURLCurrentDataSource finStockData new FinQuandlURLCurrentDataSource FinQuandlURLHistoricalDataSource finStockHistoricalData new FinQuandlURLIHistoricalDataSource for int i 0 i idStrings Length i finStockHistoricalData AddTickerLookupItem idStrings i historicalTickerLookup i finStockData AddTickerLookupItem idStrings i currentDataStockLookup i finChartData new FinChartData finStockHistoricalData finStockData idStrings startDate stopDate items are case invariant finChartData AddColumnItem Date finChartData AddColumnItem Float 136 QCTAChart Technical Analysis Charting Tools finChartData AddColumnItem Insider finChartData AddColumnItem Capex finChartData AddColumnItem Net marg finChartData AddColumnItem Inv cap finChartData AddColumnItem P s finChartData AddColumnItem Roc finChartData AddColumnItem Stock px finChartData AddColumnItem Mkt de finChartData AddColumnItem Correl finChar
50. MultiLinePlot OHLCPlot StackedBarPlot StackedLinePlot GroupVeraPlot Group plots use data organized as arrays of x and y values where there is one or more y for every x Group plot types include multi line plots stacked line plots stacked bar plots group bar plots error bar plots floating bar plots 94 QCTAChart Technical Analysis Charting Tools floating stacked bar plots open high low close plots candlestick plots arrow plots histogram plots cell plots box and whisker plots and bubble plots GroupPlot This class is an abstract base class for all group plot classes Flow Analysis Stealth Project 0 emen agen gp oque encore E e e i i e mee o ee ee ej p lt gt 3 J gt Se i i i gt oF T T T T T T T T T T T T T T T T T T T l 0 2 4 6 8 10 The size position and direction of every arrow in an arrow plot is under program control ArrowPlot This class is a concrete implementation of the GroupPlot class and it displays a collection of arrows as defined by the data in a group dataset The position size and rotation of each arrow in the collection is independently controlled BubblePlot This class is a concrete implementation of the GroupPlot class and displays bubble plots The values in the dataset specify the position and size of each bubble in a bubble chart 95 4 QCChart2D for Ne
51. Png else fileimageformat ImageFormat Bmp BufferedImage savegraph new BufferedImage chartview fileimageformat savegraph Render savegraph Savelmage filename VB This routine displays a dialog box in response to an event that prompts the user for the name and file type of the image to be saved The file type is derived from the file extension The chart represented by this object is saved to the file using the specified format Public Sub SaveAsFile ByVal chartview As FinChartView _ ByVal sender As Object ByVal e As System EventArgs Dim filename As String Me Name Dim imagefilechooser As New SaveFileDialog imagefilechooser Filter _ Image Files BMP JPG GIF TIFF PBPNG BMB IEG GIF TIFF PNG All files 5 imagefilechooser FileName filename If imagefilechooser ShowDialog DialogResult OK Then filename imagefilechooser FileName Dim fileinformation As New FileInfo filename Dim fileext As String fileinformation Extension fileext fileext ToUpper Dim fileimageformat As ImageFormat If fileext BMP Then fileimageformat ImageFormat Bmp Else If fileext JPG Or fileext JPEG Then fileimageformat ImageFormat Jpeg Else If fileext GIF Then fileimageformat ImageFormat Gif Else If fileext TIF Or fileext TIFF Then fileimageformat ImageFormat Tiff Else If fileext PNG Then fileimageformat ImageFormat Png
52. Point And Figure Price Mode 232 Point and Figure y Axis Scale Modes Point and Figure y Axis Scale Modes 223 Primary Chart Dialog esee Primary Chart Dialog 4 141 148 227 234 245 250 272 276 279 Printitig 25 d eoe printing iv 111 257 258 QCChart2DNet DLL eeseeseeeeeeeeereeeeree nennen Newtonsoftisn erent ainte ieai 285 293 Quinn Curtis core charting classes 285 293 and Newtonsoft cc ceeeeseseseeeeeeeeseeeeeeeeeeeees 285 OCSPOCHatN CET Lecte feral ects xt ott othe Ud QCTAChartNet dll ccc cecccsscceeesseeeeeenseeeeees 7 QCTAChartNet dll QCChart2DNet dll 285 QCChart2DNet dll sss 285 293 QCTAChartNet dll Quinn Curtis financial technical analysis classes 285 293 Quandl rea etre onto teas etie eter eee Pen eee ong Quandl 5 6 7 68 72 73 115 116 118 119 120 121 123 125 126 127 128 131 133 135 136 137 270 277 289 297 Rate of Change ROC sese Rate of Change ROC 4 14 49 163 171 Redistributable License sssssesseeeeen Redistributable License cccccscccssceessseeeeesees ii Regionalization cccceccceseeseeeeeeseeseceseeeeeeeeeaeeeeeceseeseeeeaeeees 12 Regionalization esses 269 regionalization essere iv 269 267 Relative St
53. PrimaryColor Color Purple willimanschart WilliamsRLinePlotAttribute LineWidth 2 Moving Average Convergence Divergence MACD The MACD was developed by Gerald Appel and is discussed in his book The Moving Average Convergence Divergence Trading Method It is a comparison of several moving averages exponential derived from a stocks closing prices The first EMA uses a 26 day period and is referred to as the long EMA line The second EMA uses a 12 day period and is referred to as the short EMA line The MACD line is calculated by subtracting the long 26 EMA line from 179 7 Secondary Chart Options the short 12 EMA line The signal line is calculated as a 9 day EMA of the MACD line The two lines actually plotted in the indicator are the MACD line and the signal line The crossover of MACD and signal lines indicates a buying or selling opportunity Additionally a histogram representing the differences between the MACD line and the signal line is usually part of a MACD chart More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis Ee Form1 File Exit C ShowTable T The market is ready to make a major move 2005 2006 2007 2008 2008 2011 2012 2013 FRETI mo iil Hn 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 8 01 14 98 02 14 10 01 14 11 03 14 s 2014 11 10 14 MACD 26 12 1 38 Signal 3 0 86 Histogram 0 52 le zL Sz GoviN 2 03 14 3 03 14 4 00 14 5 01 14 5 02 14 7 1 14 8
54. Ratio lt CR gt Real Time TickerTrend Ticker Trend DaysValueChange Days Value Change DaysValueChangeRealtime Days Value Change lt CR gt Real Time StockExchange Stock Exchange Quandl Table Items Date Date Float Float Beta 3 Year Regression Beta Stdev 3 year Standard Devia lt CR gt tion of Stock Price Book dc Book Debt to lt CR gt Capital Ratio Bv eqty Book Value of Equity Bv assets Book Value of Assets Capex Capital Expenditures Cash Cash Cash fv Cash as Percentage lt CR gt of Firm Value Cash rev Cash as Percentage lt CR gt of Revenue Cash assets Cash as Percentage CR of Total Assets Chg ncwc Change in Non Cash lt CR gt Working Capital Correl Correlation with CR the Market 2T 12 Regionalization for non USA Markets Pe curr Current PE Ratio Deprec Depreciation Div_yld Dividend Yield Div Dividends Ebit Earnings Before lt CR gt Interest and Taxes Ebit It EBIT for lt CR gt Previous Period Ebitda EBITDA Eff tax Effective Tax Rate Eff tax inc Effective Tax Rate lt CR gt on Income Ev Enterprise Value Ev cap EV to Invested CR Capital Ratio Ev salestr EV to Trailing lt CR gt Sales Ratio Ev ebit EV to lt CR gt EBIT Ratio Ev ebitda EV to lt CR gt EBITDA Ratio Ev sales EV To lt CR gt Sales Ratio Eps gro exp Expected Growth CR in Earnings Share
55. Size Size h h wW WwW x x Mise Colors Mise Colors Button Button Zoom Area Zoom Area Main Title Main Title Background Colors Background Colors Chart Area Chart Area Style Style Dolor 41 Color 1 Color 2 Color 2 Plot Area Plot Area Axes Axes X Axes X Axes 272 QCTAChart Technical Analysis Charting Tools Line Color Line Color Line Width Line Width Text Color Text Color Y Axes Y Axes Fonts Fonts Base Font Base Font Font Sizes Relative to Base Font Size Font Sizes Relative to Base Font Size X Axis Labels X Axis Labels Y Axis Labels Y Axis Labels Y Axis Titles Y Axis Titles Tooltips Tooltips Annotations Annotations Zoom Window Zoom Window Data Table Data Table Table Grid Table Grid Rows Rows Columns Columns Font Font Colors Colors Striped Striped Low Limit Low Limit High Limit High Limit Numeric precision Numeric precision Line Attributes Line Attributes Text Attributes Text Attributes Show Handles Show Handles Upside Upside Downside Downside Box Size Mode Box Size Mode Traditional Traditional Percentage Percentage Fixed Fixed Fixed ATR Fixed ATR Box Size Box Size Pricing Mode Pricing Mode High Low High Low
56. Slow Stochastic are referred to as D H Form1 The market is ready to make a major move 2005 2006 TA2A4 INTC 33 38 EMA S 33 44 10 01 713 11 0113 12 02 13 1 02 14 2 03 14 3 03 14 4 01 14 501 14 6 02 14 7 01 14 8 01 14 9 02 14 310 0114 11 03 14 2013 2014 117427145 yoois MOIS E redu 11 01 13 12 02 13 ES 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 1 14 8 01 14 8 02 14 10 01 14 11 03 14 j The bottom chart plots K vs D Slow Stochastic If you compare it to the previous chart you will see that the red line is more smoothed and lags a bit Trading Strategies Stochastic Action Limits Recommended action limits for Stochastic charts are a high limit of 80 and a low limit of 20 Buy when Buy when the K line passes up and through the D line when the D line is below the low 20 action limit value Sell when Sell when the K line passes down and through the D line when the D line is above the high 80 action limit value 54 QCTAChart Technical Analysis Charting Tools Williams R EE Form1 The market is ready to make a major move 2005 2006 9 29 14 TXN 47 92 EMA S 48 05 EMA 50 47 55 10 01 13 11 01 13 12 02 13 1 02 14 2 03 14 3 03 14 4 01 14 501 14 6 02 14 7 01 14 B 01 14 902 14 10 0114 11 03 14 2013 2014 496 swen 10 01 13 11 0143 12 02 13 1 02 14 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 4 10 0114 11 034 ie 2013 2014 4 The Williams R indicator is u
57. Visual Basic for Net If you do not already have an application program project create one using the Visual Studio project wizard File New Project Visual C Projects Windows Application On the left select a project type of Visual Basic Projects Give the project a unique name our version of this example is TAChartApplicationl 291 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications New Project Project types Templates NET Framework 3 5 Visual Basic Visual Studio installed templates Windows Web cg Windows Forms Application Class Library DocProject ae WPF Application vg WPF Browser Application Reporting EA Console Application We Empty Project 5515_ScriptComponent ee WPF Custom Control Library X WPF User Control Library SSIS ScriptTask el Windows Forms Control Library WCF Workflow My Templates Visual C Visual C Search Online Templates Other Project Types 4 project For creating an application with a Windows user interface NET Framework 3 5 Name TAChartApplication1 Location F Quinn Curtis DotNet QCTAChart Visual Basiclexamples Solution Name TAChartApplication1 Create directory for solution e Resize Forml to approximately the size you expect your application to be 8 Form1 vb Design Elm A a Solution TAChartApplicationt 1 project SH TAChartApplication1 Ei My Project E F
58. Volume value you find column headings of Volume Adj Volume Share Volume SharesTraded Total Trade Quantity No of Shares Traded Volume We tried to seek out every variant and take it into account A complete list of the different column headings we found are listed below We didn t check every stock of every exchange and may have missed one If so let us know OHLCV Stock Data Column Head Date Date Open Open Adj Open Previous Close Last Close Previous Day Price High High Adj High Low Low Adj Low Close Close Adj Close Last Traded Nominal Price Price Volume Volume Adj Volume Share Volume SharesTraded Total Trade Quantity No of Shares Traded Volume If the stock data has both a non adjusted column Close for example and the equivalent adjusted column Adj Close for example the adjusted column is used to better take into account stock splits In some cases Open and Last Close for example the equivalence is not exact Never less the column headings returned for a given stock are deemed important for that exchange and we map them as depicted in the table above The FinYahooURLHistoricalDataSource and FinQuandlURLHistoricalDataSource data source classes also include support for reading data in XML and JSON formats The underlying structures of the Yahoo and Quandl XML and JSON file formats are too complicated and verbose to list out But reading them is simple Just set the DataFormat property of th
59. are close values The quote frequency parameter only applies to the FinYahooURLHistoricalDataSource The other URL data source only return EOD End of day data 130 QCTAChart Technical Analysis Charting Tools Current Financial Data The previous discussion has been about historical data There is another type of data which the software will display and that is current financial data Current financial data is not charted but is instead optionally displayed in a table at the top of the FinChartView window This data is available by URL only and only from the Yahoo and Quand data sources It contains only stocks found on the US exchanges it can t be used for other exchanges Quandl Current Data Source FinQuandIURLCurrentDataDataSource Yahoo Current Data Source FinYahooURLCurrentDataSource ES Form1 File Exit IT The market is ready to make a major move Ticker Name Open Days High Days Low Previous Close INTC Intel Corporation 34 19 34 90 34 16 34 24 2344 IBM International Bus 164 73 164 75 161 89 164 16 160 0 TXN Texas Instruments 51 55 52 08 51 35 51 55 40 3 AMAT Applied Materials 22 35 22 85 22 35 22 48 16 44 csco Cisco Systems In 26 41 26 74 26 40 26 465 20 2 D C Full Scale 2005 2006 2007 2008 2008 6 18 14 INTC 0 28 43 H 29 59L 23 28 C 28 54 V 33963893 82 Boll Bands 20 2 000 LL 25 07 UL 29 87 MA 27 47 4 07 14 414 14 4 2114 4 28 14 5 05 14 5 12 14 5 9 14 5 27 14 6 02 14 6 09 14 6 16 14 6 23
60. available columns finChartData AddAllColumnItems public void InitializeTechnicalIndicators only needed if you are reinitalizing the charts this ResetTechnicalCharts this MainTitleString The market is ready to make a major move Specify starting ticker if you don t want the first ticker this CurrentTickerString IBM Show zoom window at top this FinZoomFlag true Initialize the primary chart window FinPlotParameters plotobj this AddPrimaryChart TXN ChartObj OHLC Add parabolic SAR indicator to primary chart FinParabolicSARPlot parasarplot this AddParabolicSARToPrimaryChart Volume secondary chart FinVolumePlot volumeplot this AddVolumeChart Add RTI indicator as secondary chart FinRSIIndicatorPlot rsiplot this AddRSIIndicatorChart Use standard non compressed layout this ChartLayoutMode FinChartView STANDARD LAYOUT Build the chart this BuildChart e You should be able to compile the project without error No chart will be visible yet e You should now be able to compile run and view the entire project Any changes you make in the UserTAChartControll form will be reflected in the application If you still have problems go back and study the many example programs we have provided 290 QCTAChart Technical Analysis Charting Tools ES Form1 The market is ready to make a major move C Full Scale E s 302 14 3 0 amp 14 2014
61. bar vertical bar 3D bar and circle 109 4 QCChart2D for Net Mouse Interaction Classes MouseListener MoveObj FindObj DataToolTip DataCursor MoveData MagniView MoveCoordinates ChartZoom Several classes implement delegates for mouse events The MouseListener class implements a generic interface for managing mouse events in a graph window The DataCursor MoveData MoveObj ChartZoom MagniView and MoveCoordinates classes also implement mouse event delegates that use the mouse to mark move and zoom chart objects and data MouseListener This class implements Net delegates that trap generic mouse events button events and mouse motion events that take place in a ChartView window A programmer can derive a class from MouseListener and override the methods for mouse events creating a custom version of the class MoveObj This class extends the MouseListener class and it can select chart objects and move them Moveable chart objects include axes axes labels titles legends arbitrary text shapes and images Use the MoveData class to move objects derived from SimplePlot FindObj This class extends the MouseListener class providing additional methods that selectively determine what graphical objects intersect the mouse cursor DataCursor This class combines the MouseListener class and Marker class Press a mouse button and the selected data cursor horizontal and or vertical line cross hairs or a small box appears at the
62. by the trend reversal and you can expect the stock to reverse back Volume charts can be smoothed using the standard smoothing techniques to help filter out the noise of no use to the trader Buy when Buy when the trend moves from negative to positive if the transition is accompanied by large volume Sell when Sell when the trend moves from positive to negative if the transition is accompanied by large volume 58 QCTAChart Technical Analysis Charting Tools Other Chart Features Event based Coordinate System This software makes use of a new set of classes have been added to the underlying QCChart2D charting package in support of an event based coordinate system In event based plotting the coordinate system is scaled to the number of event objects Each event object represents an x value and one or more y values The x value can be time based or numeric based while the y values are numeric based Since an event object can represent one or more y values for a single x value it can be used as the source for simple plot types simple line plot simple bar plot simple scatter plot simple line marker plot and group plot types open high low close plots candlestick plots group bars stacked bars etc The most common use for event based plotting will be for displaying time based data which is discontinuous financial markets data for example In financial markets the number trading hours in a day may change and the actual trading d
63. diagram depicts the class hierarchy of the QCChart2D for Net library SSS ChartObj Arrow ChartCalendar CSV Dimension Point3D NearestPointData Polysurface ChartScale LinearScale LogScale TimeScale PointAndFigureScale UserCoordinates WorldCoordinates WorkingCoordinates PhysicalCoordinates CartesianCoordinates PolarCoordinates AntennaCoordinates TimeCoordinates PointAndFigureCoordinates ChartDataset SimpleDataset TimeSimpleDataset ElapsedTimeSimpleDataset ContourDataset GroupDataset TimeGroupDataset ElapsedTimeGroupDataset AutoScale LinearAutoScale LogAutoScale TimeAutoScale ElapsedTimeAutoScale PointAndFigureAutoScale MouseListener MoveObj FindObj DataToolTip ChartZoom MagniView MoveCoordinates DataCursor MoveData ChartAttribute ChartGradient ChartPrint BufferedImage System Windows Forms UserControl ChartView Rectangle2D Point2D Point3D GroupPoint2D DoubleArray DoubleArray2D BoolArray Polysurface 113 GraphObj AntennaAnnotation TickMark Axis LinearAxis PolarAxes AntennaAxes LogAxis TimeAxis PointAndFigureXAxis PointAndFigureY Axis ChartText ChartTitle AxisTitle ChartLabel NumericLabel BarDatapointValue TimeLabel ElapsedTimeLabel StringLabel AxisLabels NumericAxisLabels TimeAxisLabels ElapsedTimeAxisLabels StringAxisLabels PolarAxesLabels AntennaAxesLabels PointAndFigureY AxisLabels Grid PolarGrid AntennaGrid LegendItem BubblePlotLegendItem Legend StandardLegend Bubbl
64. example a Box Size of 1 represents 1 percent 0 01 A value of 0 5 represents 0 5 percent 0 005 If you select a box Size of Fixed the box size is set to the value of Box size If the Box Size Mode is set to Fixed ATR the ATR look back period is specified using the ATR Period combo box seen below ATR Period If you want to set the Box Size Mode property under program control set the appropriate FinPointAndFigureChartPlot property as returned by the AddPrimaryChartPointAndFigurecall in your program C FinPointAndFigureChartPlot plotobj this AddPrimaryChartPointAndFigure plotobj BoxSizeMode FinChartConstants POINT AND FIGURE YSCALE PERCENTAGE VB Dim FinPointAndFigureChartPlot As plotobj Me AddPrimaryChartPointAndFigure plotobj BoxSizeMode FinChartConstants POINT AND FIGURE YSCALE PERCENTAGE Specify the BoxSizeMode using one of the following FinChartConstants constants FinChartConstants POINT AND FIGURE YSCALE TRADITIONAL FinChartConstants POINT AND FIGURE YSCALE PERCENTAGE FinChartConstants POINT AND FIGURE YSCALE FIXED FinChartConstants POINT AND FIGURE YSCALE ATRFIXED If you choose the POINT AND FIGURE YSCALE FIXED box size mode you can set the related fixed box property using the BoxSize property plotobj BoxSize 3 If you choose the POINT AND FIGURE YSCALE ATRFIXED box size mode you can set the related ATR look back period using the ATRPeriod property plotobj ATRPeriod 14
65. exe manifest v Add a User Control class to the project Project Add User Control Enter a class name of UserTAChartControll Select the template Inherited User Control We use the Inherited User Control because it makes it easier to specify the FinChartView as the base class of the user control The VB Inherits clause for a inherited user control shows up in the normally hidden UserTAChartControl1 Designer vb file 293 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications Add New Item TAChartApplication1 Categories Templates Common Items isual Studio installed templates Code Data E About Box A Custom Control General Dialog E2 Explorer Form Web A Login Form E MDI Parent Form Windows Forms E Splash Screen E User Control Reporting ES Windows Form Inherited Form Workflow hr Inherited User Control WPF My Templates Li Search Online Templates 4 new control based on an existing Windows Forms control Mame UserTAChartControll vb e When you click Add you will see the Inheritance Picker Select Browse browse to the Quinn Curtis DotNet lib folder and select the QCTAChart DLL file and select Open Select a file that contains a component to inherit from lib 85 Newtonsoft Json dll 5 QCChart2DNet dli My Recent QCRTGraphNet dll Documents QCSPCChartNet dll OCTAChartNet dll My Documents
66. file acquired from a stock service most likely it is in MetaStock ASCII non binary format You can initialize the FinMetaStockCS VFileHistoricalDataSource using code similar to that below The source directory folder is specified as a parameter in the FinMetaStockCS VFileHistoricalDataSource constructor C String idStrings Apple Intel IBM Tex Inst App Mat Cisco String stockFilenames AAPL INTC ITEM TXN AMAT CSCO Absolute folder example String folder c Quinn Curtis DotNet QCTAChart DataFiles MetastockData Relative folder example String folder DataFiles MetastockData FinMetaStockCSVFileHistoricalDataSource finStockHistoricalData new FinMetaStockCSVFileHistoricalDataSource folder for int i OF i idStraings Length id finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i Important Note In C you can get rid of the double backslashes in the folder specification by preceding the string with the symbol That is a C thing and does not apply to VB For example String folder B X ieskos heses ADataFilesiMetastockData VB Dim idStrings As String Apple Intel IBM Tex Inst App Mat Cisco Dim stockFilenames As String AAPL INTQ IBM TXN AMAT CSCO Dim folder As String c Quinn Curtis DotNet QCTAChart DataFiles MetastockData Dim finStockHistorical
67. for the range 0 100 using Money Flow Index 100 100 1 Money Flow Ratio Rate of Change ROC ES Form1 BAE The market is ready to make a major move CO Full Scale 40 2005 2006 10 08 14 INTC 34 05 Boll Bands 20 2 000 LL 33 31 UL 35 19 MA 34 25 10 01 13 11 01 13 12 0213 1 02 14 2 03 14 3 03 14 4 D1 14 5 01 14 6 02 14 7 01 14 801 14 9 02 14 10 0114 11 0314 2013 2014 10 08 14 ROC 12 1 25 10 01 713 19 01 13 12 02 03 1 02 14 2 03 14 3 03 14 401 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 14 10 0114 11 03 14 2013 2014 The Rate of Change indicator is a normalized version of the Momentum indicator 49 2 QCTAChart and Technical Analysis The Rate of Change indicator is essentially a normalized version of the Momentum indicator It takes the Momentum value at each time period and divides it by the Close price N days ago where N is the same value used in the Momentum calculation The result is multiplied by 100 to convert from a fraction to a percentage Trading Strategies Rate of Change Buy when When in an up trend buy when the ROC value passes upward through zero Sell when When in a down trend sell when the ROC value passes downward through zero Formula For i gt N ROC i 100 Close i Close i N Close 1 N 50 QCTAChart Technical Analysis Charting Tools Relative Strength RSI EE Form1 fef The market is ready to make a major move C Full Scale m 40 2
68. go back twenty or thirty years for some stocks Yahoo and Google also offer intra day data stock prices throughout a trading day going back up to twenty days The frequency of the data whether or not it is minute by minute data or some multiple thereof varies There are some issues with the free historical data sources In most cases once you go back ten or fifteen years the Open high low close volume format of data degrades to just daily Close Volume data and finally to just the close price for the security So technical indicators which depend on Open High Low and Volume values can t be used for the time range in those case Also historical data is dependent on stock splits and some data sources normalize the stock data for stock splits and others don t When the free data sources do adjust the OHLC data for stock splits it often takes a month or two after the split occurs Until that time charts of the stock will show a drastic price drop on the date of the stock split since that is what the data will show During that update interval before the historical data has been normalized for the stock splits technical analysis will not be practical This was more of an issue fifteen years ago where high growth stocks split every one or two years not so much now Apple AAPL recently split though so watch out for that Paid data sources such as Thompson Reuters are always going to have better more update to date data with complete Open high l
69. in the primary chart so you cannot monitor one stock in the Primary chart INTC for example and another in the secondary charts TXN for example Many of the secondary chart technical indicators display multiple lines or bar plots as part of their display Also many use explicit alarm limits to notify the user that a buy or sell signal is taking place The secondary indicators are extensively described in Chapter 2 Below is a current list of the secondary indicators available for display in the software e Average Directional Indicator e Momentum e Rate of Change ROC e Relative Strength RSI e Stochastic Fast and Slow e Williams R e Moving Average Convergence Divergence MACD e Volume charts There are two ways you can setup secondary charts for a combination of these indicators The first is to explicitly setup the Secondary charts in your program The second is to do a basic setup and then permit the user to customize the chart using the built in Secondary chart dialog Adding Secondary Charts to the FinChartView The first thing you must do is add the Primary chart to the FinChartView This is described in the previous chapter For purposes of this chapter assume that a simple OHLC plot has been added to the Primary chart with a Bollinger Bands overlay The zoom window and the current financial data table is enabled Cz InitFinChartView finChartData this EnableFinChartTable true this FinZoomFlag true this AddP
70. make a major move Specify starting ticker Me CurrentTickerString IBM Show zoom window at top Me FinZoomFlag True Initialize the primary chart window Dim plotobj As FinPlotParameters Me AddPrimaryChart TXN Volume secondary chart Add parabolic SAR indicator to primary chart Dim parasarplot As FinParabolicSARPlot if you don t want the first ticker ChartObj OHLC Me AddParabolicSARToPrimaryChart Dim volumeplot As FinVolumePlot Me AddVolumeChart Add RTI indicator as secondary chart Dim rsiplot As FinRSIIndicatorPlot Me AddRSIIndicatorChart Use standard non compressed layout Me ChartLayoutMode FinChartConstants STANDARD LAYOUT Build the chart Me BuildChart 297 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications End Sub e You should be able to compile the project without error e You should now be able to compile run and view the entire project Any changes you make in the UserTAChartControll form is reflected in the application If you still have problems go back and study the many example programs we have provided EE Form The market is ready to make a major move 98 29 14 10 06 14 10 13 14 10 20 14 10 27 14 11 03 14 11 1044 11 17 14 11 2414 12 01 14 2014 10 06 14 10 13 14 10 20 14 10 2744 11 0314 11 1044 1117514 11 2444 12 0144 298 QCTAChart Technical Analysis Charting Tools 301 Index Average Directional
71. not include tabs at the comma breaks The 8 column format adds an interval column in this case specifying that the interval is daily ticker period date open high lt low gt lt close gt lt vol gt INTC D 20140110 25 5 25 85 25 5 25 53 30620900 INTC D 20140113 25 6 25 99 2542 25 5 40304800 INTC D 20140114 26 26 55 25 9 26 51 74158100 INTC D 20140115 26 72 27 12 26 61 26 67 58315200 INTC D 20140116 26 64 26 74 26 33 26 54 49521700 INTC D 20140117 25 36 25 86 25 25 25 85 112538000 In the example above the data is still EOD End of Day data If the data consisted of intraday data then each item would include an extended lt date gt which incorporated the time of day There are several variants of the date time fields and include lt DATE gt lt DTYYYYMMDD gt lt DTYYMMDD gt and lt TIME gt 122 QCTAChart Technical Analysis Charting Tools If the example above was intra day data then the file would need to include a time of day column It looks like most providers simply drop the period column So the file looks like lt ticker gt lt date gt lt time gt lt open gt lt high gt lt low gt lt close gt lt vol gt INTC 20140110 1250 31 40 31 41 31 38 31 00 3991974 INTC 20140110 1245 31 41 31 42 31 40 31 41 100552 INTC 20140110 1240 31 42 31 44 31 41 31 41 85763 INTC 20140110 1235 31 42 31 44 31 4
72. of the Finbonacci rectangle Return Value Returns the FinFibonacciPlot object created Examples In this case a Fibonacci plot is created in the middle of the current display and it is up to the user to reposition it using the mouse C this B ildChartk this AddFinFibonacciPlotToPrimaryChart true VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart 211 8 Financial Chart Objects Me AddFinFibonacciPlotToPrimaryChart True In this case the Fibonacci plot is defined using OHLC events The user can still reposition it using the mouse C ChartEvent fibevl rawStockData GetEvent 120 FinFibonacciPlot fibplot this AddFinFibonacciPlotToPrimaryChart true fibevl fibev2 VB Dim rawStockData As EventGroupDataset Me GetCurrentTickerData Dim fibevl As ChartEvent rawStockData GetEvent 120 Dim fibev2 As ChartEvent rawStockData GetEvent 100 Dim fibplot As FinFibonacciPlot Me AddFinFibonacciPlotToPrimaryChart True fibevl fibev2 Labels for Annotation EE Form1 The market is ready to make a major move 2005 2006 2007 2008 2009 2010 10 27 14 QQQ 0 98 43 H 98 87 L 98 02 C 98 69 v 29545700 00 3 J i This is a Text annotation of the aaa market index 10 01713 11 01713 12 0243 1 02 14 2 03 14 3 03 14 401 14 5 01 14 6 02 14 7 1 14 B 01 14 9 02 14 10 0114 11 03 14 s 2014 In this example the FinText object provides a bold title for the chart There are thre
73. of the current display and it is up to the user to reposition the endpoints of the trend line using the mouse C this AddPrimaryChart TXN ChartObj OHLC this BuildCharti this AddFinTrendLineToPrimaryChart true VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Me AddFinTrendLineToPrimaryChart True 199 8 Financial Chart Objects In this case the trendline is defined using OHLC events The user can still reposition the trend line once it is displayed on the chart C EventGroupDataset rawStockData this GetCurrentTickerData ChartEvent tlevl rawStockData GetEvent 30 ChartEvent tlev2 rawStockData GetEvent 70 FinTrendLine fintrendlinel this AddFinTrendLineToPrimaryChart true tlevl tlev2 VB Dim rawStockData As EventGroupDataset Me GetCurrentTickerData Dim tlevl As ChartEvent rawStockData GetEvent 30 Dim tlev2 As ChartEvent rawStockData GetEvent 70 Dim fintrendlinel As FinTrendLine Me AddFinTrendLineToPrimaryChart True tlevl tlev2 Horizontal Data Marker io Form1 The market is ready to make a major move t 10 01 14 11 03 14 The horizontal data marker can be used to mark support and resistance levels Define the horizontal data marker line by first selecting the HLine option from the toolstrip at the left of the graph Then left click the mouse at the vertical position where you want the horizontal cursor There is no need to be exact since y
74. on off Full scale mode on off Primary chart dialog Primary chart dialog Refresh Refresh Yahoo Table Items Name Name Open Open DaysHigh Days High DaysLow Days Low PreviousClose Previous Close Ask Ask Bid Bid YearLow Low 52 Week YearHigh High 52 Week AskRealtime Ask Real Time BidRealtime Bid Real Time Volume Volume LastTradePriceOnly Last Trade lt CR gt Price Only LastTradeDate Last Trade Date LastTradeTime Last Trade lt CR gt Time DaysRange Days Range PERatio P E Ratio PEGRatio PEG Ratio PercentChange Change Change Change Change_PercentChange 9 Change In YearRange Range 52 Week Commission Commission Currency Currency ChangeRealtime Change Real Time AfterHoursChangeRealtime After Hours lt CR gt Change Real Time DividendShare Dividend Share EarningsShare Earnings Share DividendYield Dividend Yield MarketCapitalization Market lt CR gt Capitalization EBITDA EBITDA BookValue Book Value PriceSales Price Sales PriceBook Price Book ShortRatio Short Ratio TradeDate Trade Date AverageDailyVolume Average Daily lt CR gt Volume 276 QCTAChart Technical Analysis Charting Tools EPSEstimateCurrentYear EPS Estimate lt CR gt Current Year EPSEstimateNextYear EPS Estimate lt CR gt Next Year EPSEstimateNextQuarter EPS Estimate lt CR gt Nex
75. one for each stock usually in Metastock CSV 7 or 8 column format or you might just want to grab data from a URL which supports the download of historical data Yahoo Google or Quandl Just keep in mind while these data sources are free you are not permitted to resell their data So you can write a program which acquires and displays the data and resell that program In that case your customer would be accessing the data directly from the source Yahoo Google and Quandl You cannot introduce a charge one time or recurring to your customer for these free data feeds You should familiarize yourself with the rules and regulations of these data feeds Yahoo https info yahoo com guidelines us yahoo ydn ydn 3955 html Google since the Google Finance API has been deprecated they have removed most all information about it from their site Logically enough you will find the remaining information by searching Google for Google Finance API Quandl http www quandl com about terms Metastock Almost every historical stock data source sells data in the form of files using the Metastock ASCII CSV 7 or 8 column format These data sources support US and non US markets Using this software you can customize the ticker symbol so that you can grab data from any source supported by the data source That includes stock 115 5 Configuring QCTAChart Datasources markets in Europe India China and Japan You will need to do s
76. path Dim datafolder As String DataFiles Yahoo finStockHistoricalData New FinYahooCSVFileHistoricalDataSource datafolder For i As Integer 0 To stockFilenames Length 1 finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i Next finChartData New FinChartData finStockHistoricalData stockFilenames startDate stopDate InitFinChartView finChartData The Yahoo format looks like Date Open High Low Close Volume Adj Close 2014 12 18 36 75 37 02 36 43 37 02 31086000 37 02 2014 12 17 35 02 36 33 35 33 30 24 31037700 36 24 2014 12 16 35 86 36 50 35 56 35 56 31166300 35 56 2014 12 15 30 39 36 78 35 90 35 92 30633400 35 92 2014 12 12 36 45 36 82 36 22 36 23 29322500 36 23 2014 12 11 36 50 37 21 36 44 36 70 25088200 36 70 2014 12 10 36 93 37 02 36 30 36 42 27499900 36 42 2014 12 09 36 67 37 09 36 30 36 89 28487300 36 89 2014 12 08 37 46 37 73 36 94 37 20 28134800 37 20 2014 12 05 37 57 37 90 37 52 37 67 20527600 37 67 2014 12 04 37 40 37 46 37 04 37 46 23359100 37 46 2014 12 03 37 68 37 89 37 41 37 43 30660800 37 43 Special Note on Adjusted Values If our software sees an Adjusted Close column it checks to see if the Adjusted Close value is different than the Close values If so it assumes that Adjusted Close value is the Close value normalized for stock splits It then re calculates adjusted values for the Open High Low and Volume using Adjusted Close Close so that the
77. point of the mouse cursor The data cursor tracks the mouse motion as long as the mouse button is pressed Release the button and the data cursor disappears This makes it easier to line up the mouse position with the tick marks of an axis MoveData This class selects and moves individual data points of an object derived from the SimplePlot class DataToolTip A data tooltip is a popup box that displays the value of a data point in a chart The data value can consist of the x value the y value x and y values group values and open high low close values for a given point in a chart ChartZoom This class implements mouse controlled zooming for one or more simultaneous axes The user starts zooming by holding down a mouse button with the mouse cursor in the plot area of a graph The mouse is dragged and then released The rectangle established by mouse start and stop points defines the new zoomed scale of the associated axes Zooming has many different modes Some of the combinations are e One x or one y axis e One x and one y axes 110 MagniView MoveCoordinates QCTAChart Technical Analysis Charting Tools e One x and multiple y axes e One y and multiple x axes e Multiple x and y axes This class implements mouse controlled magnification for one or more simultaneous axes This class implements a chart magnify class based on the MouseListener class It uses two charts the source chart and the target chart The source chart dis
78. representing the Open and Close values 100 QCTAChart Technical Analysis Charting Tools Cumulative Plot of Noise vs Time from 7 Sources Amplitude 20 The Stacked Line Plot will plot the cumulative sum of multiple y vectors vs a single x vector StackedLinePlot This class is a concrete implementation of the GroupPlot class and displays data in a stacked line format In a stacked line plot each group is stacked on top of one another each group line a cumulative sum of the related group items before it Polar Plot Classes PolarPlot PolarLinePlot PolarScatterPlot Polar plots that use data organized as arrays of x and y values where an x value represents the magnitude of a point in polar coordinates and the y value represents the angle in radians of a point in polar coordinates Polar plot types include line plots and scatter plots PolarPlot This class is an abstract base class for the polar plot classes 101 4 QCChart2D for Net Polar Line and Scatter Plots The polar line charts use true polar not linear interpolation between data points PolarLinePlot This class is a concrete implementation of the PolarPlot class and displays data in a simple line plot format The lines drawn between adjacent data points use polar coordinate interpolation PolarScatterPlot This class is a concrete implementation of the PolarPlot class and displays data in a simple scatter plot format Antenna Plot Classes An
79. signals without ever looking at a chart The computer allows a skilled programmer to automate the analysis of historical stock data and produce buy and sell signals using technical analysis without the user every seeing a Open high low close chart or a technical indicator chart Traders involved in computer driven trading will execute trades based on a computer generated buy or sell signal In this case the program is processing technical indicators derived from the fundamental Open high low close volume data and looking for specific buy and sell signals Usually the technical analysis programmer tasked with automating an existing application has to make a decision about the amount of programming he wants to do Does he purchase an application package that implements standard technical analysis charts and then go about defining the charts using some sort of menu driven interface or wizard This is probably the most expensive in terms of up front costs and on going subscription fees and the least flexible but the cheapest in development costs since a programmer does not have to get involved creating the displays Another choice is to use a general purpose spreadsheet package with charting capability to record calculate and display the charts This is probably a good choice if your charting needs are simple and you are prepared to write complicated formulas as spreadsheet entries and your data input is not automated Another choice is writing the s
80. stockFilenames Length i finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i finChartData new FinChartData finStockHistoricalData stockFilenames startDate stopDate InitFinChartView finChartData VB Private finChartData As FinChartData Nothing Private startDate As New ChartCalendar Private stopDate As New ChartCalendar 127 5 Configuring QCTAChart Datasources Private idStrings As String INTC IBM TXN AMAT CSCO AAPL QQQ Private stockFilenames As String INTC IBM IXN AMAT CSCO AAPL 000 Private finStockHistoricalData As FinGoogleCSVFileHistoricalDataSource Nothing stopDate Add ChartObj DAY OF YEAR 1 StartDate Add ChartObj YEAR 8 Absolute path Dim datafolder as String C Quinn Curtis DotNet QCTAChart DataFiles Google Relative path Dim datafolder As String DataFiles Google finStockHistoricalData New FinGoogleCSVFileHistoricalDataSource datafolder For i As Integer 0 To stockFilenames Length 1 finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i Next finChartData New FinChartData finStockHistoricalData stockFilenames startDate stopDate InitFinChartView finChartData The Google format looks like Date Open High Low Close Volume 22 Dec 14 36 39 37 26 36 39 37 21 29227071 19 Dec 14 37 02 37 16 36 23 36 37 767868 14 18 Dec 14 36 75 37
81. text to clip to the plotting area the area bounded by the axes Horizontal Justify Sets horizontal text justification of the trend line start label The justification of the trend line end label is set to the opposite value Vertical Justify Sets vertical text justification of the trend line start label The justification of the trend line end label is set to the opposite value You can add a trend line programmatically using the FinChartView AddFinTrendLineToPrimaryChart method You MUST add it after the FinChartView BuildChart call Prototypes C public FinTrendLine AddFinTrendLineToPrimaryChart bool update ChartEvent evl 198 QCTAChart Technical Analysis Charting Tools ChartEvent ev2 Public FinTrendLine AddFinTrendLineToPrimaryChart bool update VB Public Function AddFinTrendLineToPrimaryChart _ update As Boolean evl As ChartEvent _ ev2 As ChartEvent _ As FinTrendLine Public Function AddFinTrendLineToPrimaryChart _ update As Boolean _ As FinTrendLine where AddFinTrendLineToPrimaryChart has the following characteristics Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evi Type ChartEvent The starting position of the trend line ev2 Type ChartEvent The ending position of the trend line Return Value Returns the FinTrendLine object created Examples In this case a default trend line is created in the middle
82. using the Metastock 7 column and 8 column CSV file formats FinQuandlHistoricalDataSource The base class for Quandl historical data feeds FinQuandICSVFileHistoricalDataSource Reads daily historical OHLCV data from a CSV file of Quand sourced data FinQuandIURL HistoricalDataSource Reads daily historical OHLCV data from the Quandl Finance URL CSV XML and JSON data formats are supported FinYahooHistoricalDataSource FinYahooCSVFileHistoricalDataSource Reads historical OHLCV data from Yahoo data file format FinYahooURLHistoricalDataSource Reads daily historical OHLCV data from the Yahoo Finance URL CSV XML and JSON data formats are supported FinYahooURLIntradayDataSource Reads intra day OHLC data from the Yahoo Finance URL FinGenericCurrentDataSource The base class for all current datasource classes FinQuandlCurrentDataSource FinQuandIURLCurrentDataDataSource Reads current financial data from the Quandl URL data source CSV XML and JSON data formats are supported FinYahooCurrentDataSource FinYahooURLCurrentDataSource Reads current financial data from the Yahoo URL data source CSV XML and JSON data formats are supported 73 3 Class Architecture of the Technical Analysis Charting Tools for Net Class Library Point and Figure Chart Objects Com quinncurtis chart2dnet LinearAutoScale FinPointAndFigureAutoScale Com quinncurtis chart2dnet LinearScale FinPointAndFigureScale Com quinncurtis char
83. vertical FinVLine data markers arrows FinArrow and two types of labels for annotations The first label type FinText is positioned using normalized coordinates and does not scroll when the chart scrolls The second label type FinLabel is specified using physical coordinates and will scroll when the chart is scrolled Trend Line H Form1 DA The market is ready to make a major move C Full Scale 40 2010 9 29 14 10 06 14 10 13 14 10 20 14 10 27 14 11 03 14 11 10 14 11 17 14 Drawing a trend line helps determine support and resistance levels for a stock trending upwards or downwards Select the Trend option from the toolbar then click the start and ending point of the trend line in the Primary Chart window The trend line can be moved by click dragging the center of the line The slope of the line is controlled by click dragging the endpoints of the trend line The price values of the trend line endpoints are also displayed Once placed you can still adjust the position of the line with great precision 60 QCTAChart Technical Analysis Charting Tools Horizontal and Vertical data markers ES Form1 The market is ready to make a major move O Full Scale 2005 2006 2007 2008 2009 2011 2012 2013 10 21 13 AMAT O 17 65 H 17 65L 17 38 C 17 43 V 8556501 12 8 01 13 9 03 13 11 01 13 102 14 2 03 14 4 01 14 5 01 14 6702 14 7 01 14 B 01 14 9 02 14 11 0314 2013 2014 The horizontal data marker is usefu
84. when the R line passes down and through the low 80 action limit value 55 2 QCTAChart and Technical Analysis Sell when Sell when the R line passes up and through the high 20 action limit value Formulas The Williams R indicator is calculated as R i 100 Close i H14 i H14 1 L14 1 where Close i is the periods closing price L14 1 is the lowest low for the last N periods and H14 1 is the highest high for the last N periods where N is usually 14 periods This results in a value of 100 to 0 A R i value of over 20 means that the closing price is very near the top of the OHLC range and a value of under 80 means that the closing price is near the bottom of the OHLC range Moving Average Convergence Divergence MACD ES Form1 The market is ready to make a major move 2005 2006 10 14 14 TXN 42 01 EMA S 44 32 EMA 50 46 64 S n ee X 10 01 13 11 01 43 12 02 13 1 02 14 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 14 10 01 14 11 03 14 2013 2014 10 14 14 MACD 26 12 1 22 Signal 3 0 53 Histogram 0 63 621 9Zz GO W MACD is used as a measure of the strength direction momentum and length of a trend The MACD was developed by Gerald Appel and is discussed in his book The Moving Average Convergence Divergence Trading Method It is a comparison of several moving averages exponential derived from a stocks closing prices 56
85. will be removed from all of the stock lists If the deleted stock 1s the primary stock First in the Plotted Datasets section the current stock referenced by that list will revert back to the first stock in the First Plotted Datasets combo box If the deleted stock is reference the Second or Third Plotted Datasets those lists will revert back to the No Index selction in the associated combo box Once only one stock is left you will not be able to delete the final stock there must always be at least one stock available for selection Reset to Defaults Reset the dialog to its defaults Reset to Defaults Secondary Charts Open up the Secondary charts dialog Secondary Charts 160 QCTAChart Technical Analysis Charting Tools Load Invoke an Open dialog in order to load a previously saved setup file Load Save Invoke a Save dialog in order to save the current setup to a file Save Cancel Close dialog and cancel any changes OK Close dialog and apply changes to the chart 161 7 Secondary Chart Options FinChartView Com quinncurtis chart2dnet ChartView FinChartView Underneath the primary chart you can display additional technical indicator charts The secondary charts are used to display technical indicators which are best displayed in their own chart area usually because they use a y axis coordinate system which is not the same as the primary chart The secondary charts always key on the first stock
86. 0 QCTAChart Technical Analysis Charting Tools 270 180 AntennaAxes This class has two axes one linear y axis and one circular axis The linear axis is scaled for the desired range of radius values This can extend from minus values to plus values The second axis is a circle centered on the origin with a radius equal to the range of the radius scale This circular axis represents 360 degrees of the antenna scale and the tick marks that circle this axis are spaced at equal degree intervals Axis Label Classes AxisLabels NumericAxisLabels StringAxisLabels PolarAxesLabels AntennaAxesLabels TimeAxisLabels ElapsedTimeAxisLabels Axis labels inform the user of the x and y scales used in the chart The labels center on the major tick marks of the associated axis Axis labels are usually numbers times dates or arbitrary strings 91 4 QCChart2D for Net Possible date labels for todays date July 19 2002 2002 7 2002 719 2002 19 07 2002 02 7102 79 02 19 07 02 July Jul J Friday Fri F Axis Labels Possible time labels Possible numeric labels for the current time for the value 12340 15 15 11 24 Hour Mode 12340 0 Decimal 15 15 24 Hour Mode 1 2340E4 Scientific 15 11 Minute Second 12 340K Business 3 15 11 12 Hour Mode 1234000 Percent 3 15 12 Hour Mode 1 23401 04 Exponent of 12340 Currency SS Ce s Multi line and rotated 0 360 degrees ge axis labels are supported W
87. 0 214 216 217 220 237 238 239 243 251 252 253 257 261 262 263 264 269 270 283 287 288 289 290 293 295 297 FinDataSourceBase cccccccsccceesccecesssseceeeeeeeeeeeeeeeeeeeeeeees FinExponentialMovingA veragePlot 70 71 144 FinFibonacciPlot cccsccsssccsssccsssecssscessscesssecssecsceesseees FinFibonacciPlot 60 75 195 210 211 212 75 FinGenericCurrentDataSource eese FinGenericCurrentDataSource 72 73 115 FinGenericHistoricalDataSource esses FinGenericHistoricalDataSource 72 115 FinGoogleCSVFileHistoricalDataSource FinGoogleCSVFileHistoricalDataSource 72 73 115 127 128 FinGoogleHistoricalDataSource eese FinGoogleHistoricalDataSource 72 115 FinGoogleURLHistoricalDataSource sss FinGoogleURLHistoricalDataSource 72 115 116 117 118 FinGoogleURLIntradayDataSource esses FinGoogleURL IntradayDataSource 72 73 115 116 PI HL AMG c FinHLine 60 75 76 78 195 202 203 204 207 Finkeabel zs esee todas ah ee Die FinLabel60 65 66 67 75 76 195 212 215 216 217 FinMABandsPlot cccccccccccssscessscesseeeseeceseeeesseeesseeesssseeeees FinMABandsPlot ssees 70 71 145 FinMACDlIndicatorPlot csse FinMACDlIndicatorPlot
88. 002 2003 4 2002 42002 7 2002 40 2002 1 2003 Month AlWeek Month Day 7 Day Week FTTTApeETTT OTT o8 95402 100102 140102 420402 40103 11 0102 120102 10103 Month Day 5 Day Week WeekDay 7 Day Week myrr 10103 20303 20303 40103 453 1M203 ANGO 1 2803 WeekDay 5 Day Week Daye Hour i rtoryrtrei rrr roa Ae raa tl A0803 AMSO3 42003 4 27 03 4103 110203 10303 10403 There are more than 40 different time date axes types appropriate for scales ranging from 1 second to 100 years Date Axes Quarte Month f 41 7 Haee a e ee e T at az as 04 a1 a2 os 04 at 2001 2002 2003 Month Month Ir sl dE et bsedbzELL Tre meu Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 2003 2004 Day 5 Day Week I T T T T T T T T T T T T T T l w T F M T w T F M T wo T F M T w 1 06 03 41303 172008 Day Day Week T T I T I T I T T I T T Wed Thu F Sat Sun Mon Tue Wed Thu F Sat Sun Mon Tue Wed Thu 10503 171203 There are more than 40 different time date axes types appropriate for scales ranging from 1 second to 100 years Date Axes Dayi4 Hour 8 HouvHour em a E MASSASSILIASSAAI LASALA SALALARI LEAR 10103 10203 10303 1o03 000 800 41600 000 8 00 10103 10203 4 HourHour Hout Minute TOO 000 400 00 1200 1600 0 00 4 00 200 20 400 mm 10103 Hours Minute 45 Minute Minute mmy erae ae ANN PT 0200 4 00 200 200 0 00 0 15 0 30 0 45 400 10103 10103 5 Minute Minute M
89. 005 2006 10 23 14 INTC 32 48 10 0143 11 0113 12 02 43 1 02 14 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 14 310 0114 11 03 14 2013 2014 10 23 14 RSI 14 47 52 10 01 13 11 0143 12 0213 1 02 14 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 4 10 0114 11 034 el 2013 2014 4 j l The Relative String Indicator compares the magnitude of gains up Closes versus losses down Closes for the time period under consideration in order to determine when a stock is overbought or oversold The Relative Strength Indicator RSI was originally developed by J Welles Wilder and is described in his book New Concepts in Technical Trading System It indicates strength or weakness in a security based on the closing price action within the specified trading period The RSI is calculated using the ratio of higher closes to lower closes stocks which have had more or stronger positive changes have a higher RSI than stocks which have had more or stronger negative changes The RSI indicator is normalized so all values are percentages in the range 0 to 100 Intermediate values in the calculation are smoothed using the Wilder exponential smoothing method usually using a 14 day period Trading Strategies RSI Action Limits Recommended action limits for RSI are a high limit of 70 and a low limit of 30 Trading Strategies Rate of Change In a non trending market Buy when Buy when the RSI value passes upwards and through
90. 01 14 9 02 14 10 01 14 11 03 14 E 2014 C public FinMACDIndicatorPlot AddMACDIndicatorChart int macdlong int macdshort int signalperiod int smoothingmode public FinMACDIndicatorPlot AddMACDIndicatorChart VB Public Function AddMACDIndicatorChart _ macdlong As Integer _ macdshort As Integer _ signalperiod As Integer _ smoothingmode As Integer _ 180 QCTAChart Technical Analysis Charting Tools As FinMACDIndicatorPlot Public Function AddMACDIndicatorChart As FinMACDIndicatorPlot Parameters macdlong Type Int32 Default 26 The long moving average period macdshort Type Int32 Default 12 The short moving average period signalperiod Type Int32 Default 9 The signal period smoothingmode Type Int32 Default FinChartConstants EXP MOVING AVERAGE TIMEPERIOD Use one of the smoothing mode constants FinChartConstants MA CALC for a simple moving average and EXP MOVING AVERAGE TIMEPERIOD for an exponential moving average Return Value Returns the FinMACDIndicatorPlot object for the secondary chart Limit Values There are no limit lines for a MACD indicator chart Plot Object Colors If you want to change the colors of the lines in the MACD chart use methods found in the MACD class Change the MACD line attributes using code similar to below C MACD line attribute FinMACDIndicatorPlot macdchart this FinMACDIndicatorPlot macdchart MACDAttribute PrimaryColor Color Purple macdc
91. 02 13 3 03 14 5 01 14 7 01 14 9 02 14 11 0314 E 2013 2014 4 The 0 to 100 section of the Fibonacci overlay will be drawn using the first and second mouse clicks It defines the 0 level at the first click and the 100 level at the second click If the first click is higher than the second click then the Fibonacci overlay will be inverted with the 100 level at the top and the 0 level at the bottom Also there are two Fibonacci levels above 100 which are 161 8 and 261 8 They will be displayed if they are within 208 QCTAChart Technical Analysis Charting Tools the plot area window otherwise they will be clipped out of the chart Once placed you can still adjust the position of the Fibonacci overlay with great precision You can refine the position moving it by left click dragging anywhere in the rectangle defined by the Fibonacci overlay The width and height of the Fibonacci overlay can be changed by left click dragging on any of the small grab rectangle at the 0 0 and 100 locations on the overlay A Fibonacci overlay is used in some types of technical analysis wave theory to identify support and resistance levels for a stock The values on the right of the horizontal lines in the example above 0 23 6 38 2 50 0 61 8 100 161 8 and 261 8 are represent percentage values and are calculated using the famous Fibonacci sequence 0 1 1 2 3 5 8 13 21 34 55 89 144 233 You can edit the trend line properties by
92. 1 31 42 216606 INTC 20140110 1230 31 42 31 44 31 42 31 42 101789 We have also seen instances where the time of day value is appended directly to to the data value without adding a new column lt ticker gt lt date gt lt open gt lt high gt lt low gt lt close gt lt vol gt INTC 201401101250 31 40 31 41 31 38 31 00 3991974 INTC 201401101245 31 41 31 42 31 40 31 41 100552 INTC 201401101240 31 42 31 44 31 41 31 41 85763 INTC 201401101235 31 42 31 44 31 41 31 42 216606 INTC 201401101230 31 42 31 44 31 42 31 42 101789 Because they have a unique string length the software can automatically take into account the following MetaStock lt date gt formats yyMMdd yyyyMMdd and yyyyMMddHHmm If a lt time gt field is present the software can also differentiate between HHmm and HHmmss time formats Assuming that the column headings are used correctly our software should be able to identify the format and load the data appropriately The actual MetaStock format definition does not require that the columns appear in the order above The software takes that into account too Not all MetaStock data sources include the header row though In that case the software defaults to the MetaStock 7 column format described above Yahoo Google and Quandl also permit the download of EOD End of day data in CSV format Unfortunately the formats are similar to yet different from the MetaStock format S
93. 113 4 01 13 6 03 13 8 01 13 10 0143 12 023 2013 2014 10 24 14 Stochastic K 14 98 34 Fast D 3 90 11 Slow D 3 83 44 Yyooig MOS MACD 26 12 9 12 02 13 3 03 14 5 01 14 7 01 14 8 02 14 11 03 14 2 01 13 4 01 13 5 03 13 8 01 13 10 01 13 2014 fel 2013 4 Data values for the plots are displayed for the Primary and Secondary charts 29 2 QCTAChart and Technical Analysis Compare different stocks in the Primary Window ES Form1 BEE The market is ready to make a major move Full Scale 2005 2006 8 20 14 TXN 47 54 INTC 34 28 AMAT 21 90 Comparing stocks with similar ranges using a simple linear scale Using the built in setup dialog for the Primary Chart you can select up to three different stocks for comparison in the Primary Chart window This works OK if the stocks being compared are of the same range If they are different ranges though as in the case of plotting Apple AAPL or IBM IBM against other high tech stocks such as Intel INTC or Texas Instruments TXN the high price of IBM will swamp the detail of the lower prices stocks In that case you should use a Normalized y scale which normalizes all of the stock gains against their initial values at the start of the data That is what the chart below uses in comparing IBM vs TXN vs INTC 30 QCTAChart Technical Analysis Charting Tools Yahoo URL Data Source Yahoo CSV File Data Source Li The market is ready to make a majo
94. 137 FinRateOfChangelIndicatorPlot esses FinRateOfChangelIndicatorPlot 70 71 172 FinRenkoChartPlot esce FinRenkoChartPlot 70 71 248 249 250 251 253 254 FinRSIIndicatorPlot eese FinRSIIndicatorPlot 70 71 173 174 290 297 FinSimpleMovingAveragePlot esee FinSimpleMovingAveragePlot 70 71 144 FinStochasticIndicatorPlot sss FinText60 64 66 75 76 195 212 213 214 215 216 220 FinTrendEine a et eR CRINE FinTrendLine 60 75 76 78 195 198 199 200 Fin V Line uer eR TO RUE OR I XE OE AN FinVLine 60 75 76 78 195 206 207 208 215 FinVolumeAndMAPIot ccccccesscceessseceeeseeeeeseeeeeeeeeeees FinVolumeAndMAPlot 70 71 183 FinVolu rePlot se dence orn reete tede FinVolumePlot 70 71 183 290 297 FinWilliamsRIndicatorPlot esseeeeeees FinWilliamsRIndicatorPlot 70 71 178 179 FinYahooCSVFileHistoricalDataSource ss FinYahooCSVFileHistoricalDataSource 72 73 115 116 124 125 FinYahooCurrentDataSource esee FinYahooCurrentDataSource 72 73 115 FinYahooHistoricalDataSource esses FinYahooHistoricalDataSource 72 73 115 FinYahooURLCurrentDataSource e
95. 14 8 01 14 9 02 14 11 0314 5 2013 2014 4 i lak It is often considered a buy signal if a short term simple moving average passes up and through a long term moving average In the picture above the red line is a 15 point moving average and the green line is a 50 point moving average When the 15 point moving average pass up and through the 50 point moving average that is considered a buy signal A SMA signal is simple to calculate It is the unweighted mean of the previous n data items The N period SMA for a time series Y t it can be calculated using the formulas Starting with i N the SMA signal starts at the Nth data point i N SMA i Y i Y i 1 Y i 2 Y i N 1 N When calculating successive values a new value comes into the sum and an old value drops out meaning a full summation each time is unnecessary for this simple case i gt N SMA i SMA i 1 Y i N N Y i N Exponential moving averages The disadvantage of simple moving averages SMA is that it gives equal weight to all event items If you are using a 200 period SMA then the oldest data point 200 days ago is given the same weight in the calculation as the most 36 QCTAChart Technical Analysis Charting Tools recent Most practitioners of technical analysis are going to want more recent data values to have a greater influence on the indicator than older values The exponential moving average EMA mathematically weights more recent data more
96. 2D DoubleArray DoubleArray2D BoolArray Point3D NearestPointData TickMark Polysurface Rectangle2D This class encapsulates an xy pair of values as doubles more useful in this software than the Net Point and PointF classes This class encapsulates an x value and an array of y values representing the x and y values of one column of a group data set This class is used as an alternative to the standard Net Array class adding routines for resizing of the array and the insertion and deletion of double based data elements This class is used as an alternative to the standard Net 2D Array class adding routines for resizing of the array and the insertion and deletion of double based data elements This class is used as an alternative to the standard Net Array class adding routines for resizing of the array and the insertion and deletion of bool based data elements This class encapsulates an xyz set of double values used to specify 3D data values This is a utility class for returning data that results from nearest point calculations The axis classes use this class to to organize the location of the individual tick marks of an axis This is a utility class that defines complex 3D shapes as a list of simple 3 sided polygons The contour plotting routines use it This is a utility class that extends the RectangleF class using doubles as internal storage 112 QCTAChart Technical Analysis Charting Tools A
97. 4 5 01 14 5 02 14 7 01 14 B 01 14 9 02 14 10 01 14 11 03 14 s 2013 2014 FinText objects do not scroll with the chart x axis and are used for text that you always want on the chart regardless of the time frame There are two types of labels you can use for annotations The first uses the FinText class It is placed in the chart using Normalized graph coordinates Because of this it does not scroll or change position when the graph y scale is changed or when the graph is panned or zoomed Because Normalized Graph coordinates do not change even if the graphs physical coordinate system changes 64 QCTAChart Technical Analysis Charting Tools Daor The market is ready to make a major move C Full Scale 2005 2006 2007 2008 2009 4 16 08 000 0 31 00 H 31 55L 30 68 C 31 37 V 161538512 64 Local Maximum Label at 11 1 2007 The FinLabel object will scroll with the chart The second type of annotation uses the FinLabel class It is placed in the chart using Physical graph coordinates Because of this it scrolls and change position when the graph y scale is changed or when the graph is panned or zoomed Because the FinLabel object sticks to the physical coordinates where it was placed Select the Text or Label option from the toolbar then click the position where you want the label You will then see a dialog box with options regarding Font the text string colors and justification When you close the dialog the label
98. 5 Labels for Annotation Labels for Annotation 4 14 60 64 195 212 Legend 5e Sei e e pd bc ot e eret Tegefid ud eese eet RES 107 110 113 Hee Send tors ete Me escono die EM Legendlt m esee 107 113 Linear Logarithmic and Normalized y axis scale Linear Logarithmic and Normalized y axis scale 3 14 EinearAXIS eve e ei epe bae dc on LinearAxis eeeeee 87 92 108 113 Tae ar AXIS tre o EO UE E URS 86 LinearScale 1 2 eee e eee eoe tee IR Ted ea nee n LinearSc le is repere 83 113 LineGapPlot 22 22 ette ni pie ee Pede LineGapPlot sese 94 99 113 Local File Based Data Sources ssssssssesss Local File Based Data Sources 121 LOPAXIS 3 dotado ttes LogAxXis sees 86 88 92 108 113 EogS al e m E deett LogScale e on eR 83 113 Markers iioii estere tone totis ences curet ce dese electa pe E Oe ee one Marker 59 93 102 103 105 106 107 109 110 113 114 icr wv Metastock 5 6 7 72 73 115 116 121 122 123 124 125 127 Momentum 4 14 46 47 49 50 56 70 71 163 167 168 169 171 191 192 274 275 46 Mountain or filled line plot of close data Mountain or filled line plot of close data 3 MouseListener essere Moving Average Bands 3 13 15 38 39 40 71 145
99. 6 99 36 28 36 9 24054283 0 0 0 1 0 36 31 36 99 36 28 36 9 24054283 0 Since the Quandl data includes Adjusted Open Adjusted High Adjusted Low Adjusted Close and Adjusted Volume those values are used rather than the unadjusted open high low close volume data Google File Based Data Source If you download historical data directly from Google and save it to disk the CSV format is the same as accessing directly from the URL But since you want to access it from a data file you initialize things similar to the way described in the Metastock example You can initialize the FinGoogleCS VFileHistoricalDataSource using code similar to that below The source directory folder is specified as a parameter in the FinGoogleCSVFileHistoricalDataSource constructor C FinChartData finChartData null ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar String idStrings 2 INTC IBM TXN AMAT CSCO AAPL OQ0 String stockFilenames INTC IBM TXN AMAT CSCO AAPL OQQQ J FinGoogleCSVFileHistoricalDataSource finStockHistoricalData null stopDate Add ChartObj DAY OF YEAR 1 startDate Add ChartObj YEAR 15 Absolute path String datafolder C Quinn Curtis DotNet QCTAChart DataFiles Google Relative path String datafolder H s Nes ies Xes Yre Yee DataFiles Google finStockHistoricalData FinGoogleCSVFileHistoricalDataSource datafolder for int i 0 i lt
100. AChart and Technical Analysis C 143 6 Display Stock Data in the Primary Chart public FinSimpleMovingAveragePlot AddSimpleMovingAverageToPrimaryChart int maperiod public FinSimpleMovingAveragePlot AddSimpleMovingAverageToPrimaryChart VB Public Function AddSimpleMovingAverageToPrimaryChart _ maperiod As Integer As FinSimpleMovingAveragePlot Public Function AddSimpleMovingAverageToPrimaryChart As FinSimpleMovingAveragePlot If you use the AddSimpleMovingA verageToPrimaryChart call without parameters it uses the default values and the current selected stock Parameters maperiod Type Int32 Default Value 50 period of the moving average Cz double longmaperiod 50 double shortmaperiod 9 this AddSimpleMovingAverageToPrimaryChart longmaperiod this AddSimpleMovingAverageToPrimaryChart shortmaperiod VB Dim longmaperiod As Double 50 Dim shortmaperiod As Double 9 Me AddSimpleMovingAverageToPrimaryChart longmaperiod Me AddSimpleMovingAverageToPrimaryChart shortmaperiod Exponential Moving Average The exponential moving average EMA mathematically weights more recent data more than older data Because of this it can react quicker to changing circumstances Otherwise the buy and sell rules are much the same as the SMA If the shorter of the EMA signals moves up and through the longer it considered a buy signal If the shorter of the EMA signals moves down and through the longer it co
101. Beat fes 2 eu e ste ttp e e eR a Pd bec ad ae edes cede eee i p ee Ate ete uz 59 3 Class Architecture of the Technical Analysis Charting Tools for Net Class Library esses 69 Charting Tools for Net Class Summary nir egien E E eene nnne nente enne nennen 69 Technical Analysis Charting Tools for Net Class Summary sese 70 4 0CChart2D forzNet tnit er Um ER ea PO RA ERAT RA RICE LE ERU Bede D Revue dead 81 OCChart2D for Net Class Summary 233 te o ERR C ER ee 81 Chart Window C lasse 4 ote We Oe DR ERR ER HO E DIA ed 82 Data Classes eee e eee pe Reti a e RARE Eee IR RH DI HAT 82 Scale Classes oO RT Re e on e re i eee ate e pe ae REC 83 Coordinate Transform Classes 3 5 Ree o ee UR DR ERR RE e eee ee cA 83 Auto Scaling Classes ro eee eder ee rei b tar devin pid EUER 85 Chart Object Classes ect en RO HER ARTE C ERE o E E ER ORE ERE 85 Mouse Interaction C asses e tete e ne d c a rip dete Pro ee debe da dee tos 110 File and Printer Rendering Classes eee tm nt HIR RE ee LEE ER HAE HR Oder 111 Miscellaneous Utility E ETIS N ES E E nennen nnne erret T 111 5 Configuring QCTAChart Datasources ccceccescsssesseesseeeceseeseceseeseenseesecesecsecesecseseseceeeeseceeeesecsaeeseseeeeeenseeneeeeaeeees 115 Getting Started with a Data SOULC cccceceeseesseeseesseeseesceesecaeesecceeaeensecsecesecseseseceeeeaeceeeeaecseeeeeseesenseeeteeesteeeees 116 6 Display Stock Data in the Primary Chart
102. CHART NORMALIZED ChartObj LINE PLOT this AddTickerItemToPrimaryChart INTC ChartObj LINE PLOT VB Me AddPrimaryChart TXN FinChartConstants PRIMARYCHART NORMALIZED ChartObj LINE PLOT Me AddTickerItemToPrimaryChart INTC ChartObj LINE PLOT In this example both TXN and INTC have been added to the chart The plot types have been changed to line plots ChartObj LINE PLOT and the scale to normalized FinChartConstants PRIMARYCHART NORMALIZED or logarithmic FinChartConstants PRIMARYCHART LOG in order to make comparisons easier The primary chart and the technical indicators by default they are applied to the first of the stocks added to the chart If you want to explicitly set the current stock to one of the other stocks in the portfolio set CurrentStockIndex to the index of the stock you want or C this CurrentStockIndex 1 VB Me CurrentStockIndex 1 or set CurrentTickerString to the stock key C this CurrentTickerString INTC VB Me CurrentTickerString INTC Simple Moving Average Simple moving averages SMA are an easy way to filter out random noise or price fluctuations from a signal Filtering makes it easier to identify short and long term trends in stock movement A single simple moving average MA is often compared to original signal When the original signal passes up and through the SMA that can be considered a buy signal More details are found in Chapter 2 Introduction to QCT
103. ChartView FinChartView The main view class of software which combines a primary chart with multiple technical indicators in secondary charts Also included is a zoom window which controls zooming and panning of all of the charts and a financial data table It can all be managed by the user from dialog boxes with minimal direct programming Using it you can manage a portfolio of securities from different exchanges comparing them against one another and displaying a variety of technical indicators FinPlotParameters FinPlotParameters FinADXIndicatorPlot FinBollingerBandsPlot FinCandlestick VolumePlot FinExponentialMovingAveragePlot FinMABandsPlot FinMACDIndicatorPlot FinMomentumIndicatorPlot FinMoneyFlowIndicatorPlot FinParabolicSARPlot FinPointAndFigureChartPlot FinRateOfChangelIndicatorPlot FinRenkoChartPlot FinRSIIndicatorPlot FinSimpleMovingAveragePlot FinStochasticIndicatorPlot FinTickerltemPlot FinVolumeAndMAPlot FinVolumePlot Fin WilliamsRIndicatorPlot FinZoomPlot The FinPlotParameters is the base class for all of financial plots which can appear in the FinChartView windows It includes the stock plots of the data in the primary chart the technical indicators and the zoom plot window 70 QCTAChart Technical Analysis Charting Tools Primary Window stock plots FinTickerItemPlot The FinTickerltemPlot can be configured to plot historical OHLC data as a Line OHLC OHLC Bar Candlestick Candlestick Volume or a
104. Data As New FinMetaStockCSVFileHistoricalDataSource folder 121 5 Configuring QCTAChart Datasources For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i Next In this case the historicalTickerLookup specifies the filenames of the files in the specified folder The filenames are specified without an extension The extension is assumed to be CSV So if your stock data file uses a different extension you should make a copy of it and change the copy s extention to CSV In order for the example above to work you need to have valid historical stock data files in the folder C Quinn Curtis MetastockData C3 Quinn Curtis DotNet QCTAChart MetastockData AAPL CSV INTC CSV IBM CSV TAN CSV AMAT CSV CBCO CSV MetaStock data files ASCII data files are usually in either an 7 column format or a 8 column format They usually include a line of column headings A typical 7 column formatted file looks like ticker lt date gt opens high low close lt vol gt INTC 20140110 25 5 25 85 25 5 25 53 30620900 INTC 20140113 25 6 25 99 25 42 25 5 40304800 INTC 20140114 26 26 55 25 9 26 51 74158100 INTC 20140115 26 72 27 12 26 61 26 67 58315200 INTC 20140116 26 64 26 74 26 33 26 54 49521700 INTC 20140117 25 36 25 86 25 25 25 85 112538000 While we have inserted tabs to make the table more readable the source data file will
105. Date Add ChartObj YEAR 8 a a Absolute path String datafolder C Quinn Curtis DotNet QCTAChart DataFiles Quandl WIKI Relative path String datafolder DataFiles Quandl WIKI FinQuandlCSVFileHistoricalDataSource finStockHistoricalData new FinQuandlCSVFileHistoricalDataSource datafolder for int i OF i lt idStrings Length i finStockHistoricalData AddTickerLookupItem idStrings i stockFilenames i finChartData new FinChartData finStockHistoricalData idStrings startDate stopDate InitFinChartView finChartData VB Private finChartData As FinChartData Nothing Private startDate As New ChartCalendar Private stopDate As New ChartCalendar Private idStrings As String AAPL INTO IBM TEN AMAT OSCO In the case of files the ticker lookup specifies the file name not the ticker symbol file extension csv is assumed Private stockFilenames As String WIKI AAPL WIKI INTC WIKI IBM WIKI TXN WIKI AMAT WIKI CSCO stopDate Add ChartObj DAY OF YEAR 1 StartDate Add ChartObj YEAR 8 Absolute path i Dim datafolder As String C Quinn Curtis DotNet QCTAChart DataFiles Quandl WIKI Relative path Dim datafolder As String DataFiles Quandl WIKI Dim finStockHistoricalData As New FinQuandlCSVFileHistoricalDataSource datafolder For i As Integer 0 To idStrings Length 1 finS
106. EMA calculation is the current value of the source signal the stock closing price multiplied by the alpha value plus the previous value of the EMA calculation multiplied by 1 alpha The net effect is a weighted moving average where the older the source signal value is the less it contributes to the current EMA value For a given signal the only unknown in the equation above is the smoothing constant alpha Financial technicians use a simple formula to calculate this value If you specify a N point EMA this implies that the alpha value is equal to 2 N 1 For example a 50 period EMA is equal to 2 50 1 0 0392 Specifying a 50 period EMA is the same as specifying a 0 0392 alpha value for the EMA calculation You won t see the alpha value referenced anywhere else We will stick with the standard way to define a financial technical analysis EMA which is to say that it is a N point EMA Moving Average Bands Moving Average Bands or Envelopes are formed by calculating a SMA usually a 20 period average on a source signal and then forming two bands above and below the SMA signal by adding and subtracting a percentage deviation usually in the range 1 to 10 from the SMA signal Moving average bands serve as an indicator of overbought or oversold conditions visual representations of price trend and an indicator of price breakouts 38 QCTAChart Technical Analysis Charting Tools EB Form1 Dox The market is ready to mak
107. FiftydayMovingAverage Fifty day Moving Average TwoHundreddayMovingA verage Two Hundred day Moving Average ChangeFromTwoHundreddayMovingA verage Change From Two Hundred day Moving Average PercentChangeFromTwoHundreddayMovingA verage Percent Change From Two Hundred day Moving Average ChangeFromFiftydayMovingA verage Change From Fifty day Moving Average PercentChangeFromFiftydayMovingA verage Percent Change From Fifty day Moving Average ExDividendDate Ex Dividend Date DividendPayDate Dividend Pay Date TickerTrend TickerTrend DaysValueChange Days Value Change DaysValueChangeRealtime Days Value Change Realtime Symbol Symbol 134 QCTAChart Technical Analysis Charting Tools The Quandl financial current data source includes the following items Code FLOAT INSIDER CAPEX NET MARG INV CAP PS ROC STOCK PX MKT DE CORREL PE FWD REV GRO EBIT IT DIV EPS FWD CHG NCWC CASH FV INST HOLD EFF TAX CASH ASSETS FIXED TOT BETA VL BV ASSETS BV EQTY FCFF CASH REV MKT CAP EFF TAX INC EV SALES TOT DEBT INTANG TOT PE G REINV RATE BOOK DC EPS GRO EXP EV EBIT PE CURR MKT DC NCWC REV REV 12M REV GRO EXP Indicator Description Number of Shares Outstanding Insider Holdings Capital Expenditures Net Margin Invested Capital Price to Sales Ratio Return on Capital Stock Price Market Debt to Equity Ratio Correlation with the Market
108. Forward PE Ratio Previous Year Growth in Revenues EBIT for Previous Period Dividends Forward Earnings Per Share Change in Non Cash Working Capital Cash as Percentage of Firm Value Institutional Holdings Effective Tax Rate Cash as Percentage of Total Assets Ratio of Fixed Assets to Total Assets Value Line Beta Book Value of Assets Book Value of Equity Free Cash Flow to Firm Cash as Percentage of Revenues Market Capitalization Effective Tax Rate on Income EV To Sales Ratio Total Debt Ratio of Intangible Assets to Total Assets PE to Growth Ratio Reinvestment Rate Book Debt to Capital Ratio Expected Growth in Earnings Per Share EV to EBIT Ratio Current PE Ratio Market Debt to Capital Ratio Non Cash Working Capital as Percentage of Revenues Trailing 12 month Revenues Expected Growth in Revenues 135 5 Configuring QCTAChart Datasources Code REV_TRAIL ROE EV_EBITDA EBITDA BETA DEPREC EV_SALESTR EPS GRO P BV NET INC TRAIL PE TRAIL OP MARG FIRM VAL STDEV TRAD VOL CASH DIV YLD REV LAST NET INC EV BV REINV EBIT EV CAP PAYOUT HILO ALLFINANCIALRATIOS SGA EV NCWC Indicator Description Trailing Revenues Return on Equity EV to EBITDA Ratio Earnings Before Interest Taxes Depreciation and Amortization 3 Year Regression Beta Depreciation EV to Trailing Sales Ratio Growth in Earnings Per Share Price to Book Value Ratio Trailing Net Income Trailing PE Ratio Pre Tax Operating
109. FromYearLowString Change From lt CR gt 52 Week Low VB Dim newChangeFromYearLowString As String Change From lt CR gt 52 Week Low or or the new line character n C String newChangeFromYearLowString Change From n52 Week Low FinStrings SetStringItem ChangeFromYearLowString newChangeFromYearLowString VB Dim newChangeFromYearLowString As String Change From n52 Week Low FinStrings SetStringItem ChangeFromYearLowString newChangeFromYearLowString 270 Key Item lt String gt QCTAChart Technical Analysis Charting Tools Value lt String gt General Chart and Dialog Box Items Default Chart Fontname Microsoft Sans Serif Default Dialog Fontname Microsoft Sans Serif ADX ADX DM DM DM DM Boll Bands Boll Bands LL LL UL UL MA MA b b BandWidth BandWidth Show Table Show Table iP T S S Full Scale Full Scale P P Oo Oo H H L L cC C V V OI OI Ticker Ticker Stop Program Stop Program Invalid Ticker Symbol Invalid Ticker Symbol High High Low Low Close Close Open Interest Open Interest Tool Strip Tool Strip Label Label Text Text HLine HLine VLine VLine Trend Trend Fibon Fibon Off OTE On On Color Color Line Style Line Style Solid Solid Dash Dash DashDot DashDot DashDotDot DashDotDot
110. HistoricalDataSource Quandl Historical Data Sources FinQuandICSVFileHistoricalDataSource FinQuandIURL HistoricalDataSource Yahoo Historical Data Sources FinYahooCSVFileHistoricalDataSource FinYahooURLHistoricalDataSource FinYahooURLIntradayDataSource There are some differences between the data source classes specifically when dealing with securities not found on the standard North American exchanges If you can enter a simple stock ticker into the Yahoo quote engine and have it find a specific stock you can easily use the Yahoo historical data source The same is true of Google In these cases you are working with the stock ticker There are exceptions though While Yahoo is able to display on its own web sites historical data for some consolidated averages the Dow 30 Industrial Average Yahoo ticker symbol ADJ it will not permit external users to download the same data The first thing you need to do is to select a portfolio of stocks For the purposes of this tutorial we will acquire historical data for the following US stocks AAPL Apple INTC Intel IBM IBM International Business Machines TXN Texas Instruments 116 QCTAChart Technical Analysis Charting Tools AMAT Applied Materials CSCO Cisco Systems So you create a couple of string arrays C String idStrings Intel IBM Tex Inst App Mat CSCO Apple OOO J String tickersStrings f INTO IBM TAN AMAT CSCO AAPL
111. IndicatorPlot Public Function AddRSIIndicatorChart As FinRSIIndicatorPlot 173 7 Secondary Chart Options Parameters maperiod Type Int32 Default Value 14 The moving average period Return Value Returns the FinRSIIndicatorPlot object for the secondary chart Limit Values Set high overbought and low oversold thresholds for action limits Recommended action limits for RSI are a high limit of 70 and a low limit of 30 You can change thedefault limit level using the FinRSIIndicatorPlot defaultLowLimitValue and FinRSIIndicatorPlot defaultHighLimitValue static properties as shown below C FinRSIIndicatorPlot defaultHighLimitValue 65 FinRSIIndicatorPlot defaultLowLimitValue 35 FinRSIIndicatorPlot rsichart this AddRSIIndicatorChart VB FinRSIIndicatorPlot defaultHighLimitValue 65 FinRSIIndicatorPlot defaultLowLimitValue 35 Dim rsichart As FinRSIIndicatorPlot Me AddRSIIndicatorChart Another way to change the limits which only affects the specific FinRSIIndicatorPlot object is Cz FinRSIIndicatorPlot rsichart this AddRSIIndicatorChart rsichart HighLimitValue 65 rsichart LowLimitValue 35 VB Dim rsichart As FinRSIIndicatorPlot Me AddRSIIndicatorChart rsichart HighLimitValue 65 rsichart LowLimitValue 35 Plot Object Colors If you want to change the colors of the lines in the RSI chart use methods found in the FinRSIIndicatorPlot class Change the RSI line attributes usi
112. LookupItem TXN FinChartData finChartData new FinChartData finStockHistoricalData finStockData idStrings startdate enddate Color Green Add all of the column items to the table finChartData AddAllColumnItems Initially turn the table off this EnableFinChartTable false Assign FinChartView s data InitFinChartView finChartData only needed if you are reinitalizing the charts this ResetTechnicalCharts main title this MainTitleString Renko Chart Choose the stock for the initial chart from the stocks entered into finChartData this CurrentTickerString TXN Set zoom flag true FinRenkoChartPlot plotobj this AddPrimaryChartRenko Assign the up and down colors plotobj PlotUpAttribute new ChartAttribute Color Green 1 DashStyle Solid plotobj PlotDownAttribute new ChartAttribute Color IndianRed 1 DashStyle Solid Color IndianRed Build the chart using the given parameters this BuildCharti VB Public Sub InitializeChart Me PreferredSize New Size 800 600 Define the ticker symbols Dim idsStrings As String BA INTC TEM TXN AMAT CSCO Dim tickerStrings As String BA INIC IBM TXN AMAT CSCO Dim startdate As New ChartCalendar 2008 ChartObj JULY 2 Dim enddate As New ChartCalendar Today Dim finStockData As New FinYahooURLCurrentDataSource Dim finStockHistoricalData As New Fi
113. MAT CSCO AAPL OOO 7 FinYahooURLCurrentDataSource finStockData null FinYahooURLHistoricalDataSource finStockHistoricalData null stopDate Add ChartObj DAY OF YEAR 1 startDate Add ChartObj YEAR 10 finStockData new FinYahooURLCurrentDataSource finStockHistoricalData new FinYahooURLHistoricalDataSource for int i OF i lt idStrings Lengthg i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i finChartData new FinChartData finStockHistoricalData finStockData idStrings startDate stopDate Assuming that the primary chart has already been displayed an indication that the data has already been read from the URL or file you can retrieve the data using code similar to below Retrieve the data using the stocks ID as specified in the idString array above Intel in this case FinTimeSeriesDataset ds this ChartData GetTimeSeriesDatsetById Intel Retrieve the data using the stocks index since Intel was the first item in the idStrings array above it has an index of 0 FinTimeSeriesDataset ds this ChartData GetTimeSeriesDatsetByIndex 0 Retrieve the data using the stocks ticker symbol as specified in the tickerStrings array above FinTimeSeriesDataset ds this ChartData GetTimeSeriesDatsetByTicker INTC The FinTimeSeriesData is a subclass of the EventGroupDataset class and can be use
114. Mountain plot FinPointAndFigureChartPlot Displays a point and figure chart in the primary window FinRenkoChartPlot Displays a Renko chart in the primary window Primary Window Overlay Technical Indicators FinBollingerBandsPlot The Bollinger Bands technical indicator displayed as an overlay in the primary window FinExponentialMovingA veragePlot The Exponential Moving Average technical indicator displayed as an overlay in the primary window FinMABandsPlot The Moving Average Bands technical indicator displayed as an overlay in the primary window FinSimpleMovingAveragePlot The Simple Moving Average technical indicator displayed as an overlay in the primary window FinParabolicSARPlot The Wilder Parabolic SAR technical indicator displayed as an overlay in the primary window Secondary Window s Technical Indicators FinADXIndicatorPlot The ADX technical indicator displayed in a secondary window FinMACDIndicatorPlot The MACD technical indicator displayed in a secondary window FinMomentumIndicatorPlot The Momentum technical indicator displayed in a secondary window FinMoneyFlowIndicatorPlot The Money Flow technical indicator displayed in a secondary window FinRateOfChangelndicatorPlot The Rate of Change technical indicator displayed in a secondary window FinRSIIndicatorPlot The RSI technical indicator displayed in a secondary window FinStochasticIndicatorPlot The Stochastic tech
115. N 2 03 14 3 03 14 4 01 14 5 01 14 5 02 14 7 01 14 B 01 14 9 02 14 10 01 14 11 03 14 E 2014 C public FinMomentumIndicatorPlot AddMomentumIndicatorChart int maperiod public FinMomentumIndicatorPlot AddMomentumIndicatorChart VB Public Function AddMomentumIndicatorChart _ maperiod As Integer _ As FinMomentumIndicatorPlot Public Function AddMomentumIndicatorChart As FinMomentumIndicatorPlot 167 7 Secondary Chart Options Parameters maperiod Type Int32 Default Value 10 The moving average period Return Value Returns the FinMomentumIndicatorPlot object for the secondary chart FinMomentumIndicatorPlot momentumchart this AddMomentumIndicatorChart Limit Values Set high overbought and low oversold thresholds for action No firm algorithm is available for this Some suggest setting the thresholds at 67 the high and low peak values on both sides of 0 0 The AddMomentumlndicatorChart method places a transparent filled background at theses levels You can change the default limit level using the FinMomentumIndicatorPlot defaultLowLimitFraction and FinMomentumIndicatorPlot defaultHighLimitFraction static properties as shown below C FinMomentumIndicatorPlot defaultLowLimitFraction 0 55 FinMomentumIndicatorPlot defaultHighLimitFraction 0 55 FinMomentumIndicatorPlot momentumchart this AddMomentumIndicatorChart VB FinMomentumIndicatorPlot defaultLowLimitFraction 0 55 FinMoment
116. N If you specify WIKI in the constructor the software assumes that all ticker symbols you enter are found in the Quand WIKI folder WIKI is also the default value so if you use the empty constructor for FinQunadIURLHistoricalDataSource it is the same as specifying WIKI This example defaults to the WIKI data source folder C FinQuandlURLHistoricalDataSource finStockHistoricalData new FinQuandlURLHistoricalDataSource VB Dim finStockHistoricalData As New FinQuandlURLHistoricalDataSource WIKI is not the only Quandl data source supported The software also supports non North American stocks You can specify the following non US markets NSE National Stock Exchange India BSE Bombay Stock Exchange FSE Frankfurt Stock Exchange HKEX Hong Kong Stock Exchange LSE London Stock Exchange SSE Boerse Stuttgart Stock Exchange TSE Tokyo Stock Exchange If you specify one of these other data sources you MUST get the ticker name exactly right or else the stock data will fail to load Ticker names are found on the Quandl web site http www quandl com help api for stock data under the heading Stock Price Data Source Click on the links for a detailed description of what stocks are available and their ticker symbols For example if you wanted to access data on the NSE India exchange you could do so using the following initialization C String idStrings NIFTY Index Oil India Spanco Northgate MVL Ind
117. PERIOD for an exponential moving average Return Value Returns the FinVolumeAndMAPlot object for the secondary chart Limit Values There are no limit lines for a Volume indicator chart Plot Object Colors If you want to change the colors of the lines in the Volume and MA chart use methods found in the FinVolumeAndMAPlot class Change the FinVolumeAndMA Plot line attributes using code similar to below C FinVolumeAndMAPlot vmachart this AddVolumeAndMAChart vmachart VolumePlotAttribute PrimaryColor Color Purple vmachart VolumeMAPlotAttribute LineWidth 2 VB Dim vmachart As FinVolumeAndMAPlot Me AddVolumeAndMAChart 183 7 Secondary Chart Options vmachart VolumePlotAttribute PrimaryColor Color Purple vmachart VolumeMAPlotAttribute LineWidth 2 Secondary Chart Dialog Exactly the same thing can be achieved without programming using the Secondary chart dialog which is invoked using the S button in the lower right hand corner of the Primary Chart Start with no or a single Secondary chart and customize it from there this AddPrimaryChart TXN ChartObj OHLC FinChartPlotBase rsichart this AddRSIIndicatorChart Money Flow moe MEM Period 14 V Limits Oscillators Stochastic Period K 14 Fast D Period 3 Period 14 Limits MACD Enable Fast Period 12 Slow Period 26 SignalPeriod 9 Smoothing Exp MA Rate of Change Average Directional Change ADX Momentum C Eb
118. Previous Close 34 24 164 16 51 55 2248 26 465 2012 3 03 14 4 01 14 5 01 14 2014 5 29 14 ADX 14 13 33 DM 25 33 DM 17 60 4 01 14 5 01 14 164 2340 160 0 40 3 16 44 20 29 ba O Full Scale 6 02 14 6 02 14 QCTAChart Technical Analysis Charting Tools C public FinADXIndicatorPlot AddADXIndicatorChart int stockindex int maperiod int smoothingmode public FinADXIndicatorPlot AddADXIndicatorChart VB Public Function AddADXIndicatorChart _ stockindex As Integer _ maperiod As Integer smoothingmode As Integer _ As FinADXIndicatorPlot Public Function AddADXIndicatorChart As FinADXIndicatorPlot Parameters stockindex Type Int32 The stock index Default Value 0 maperiod Type Int32 The moving average period smoothingmode Type Int32 The smoothing mode Use one of the smoothing mode constants MA_CALC 1 EXPMA TIMEPERIOD CALC 2 WILDER EXPMA CALC Return Value Returns the FinADXIndicatorPlot object for the secondary chart Limit Value A stock is said to be in a strong trend if the ADX value is greater than 25 some use 20 as the threshold Note that the ADX indicator does NOT specify a trend direction So a strong positive trend or a strong negative trend will result in ADX values greater than 25 20 So the ADX value can signal traders whether or not they should be using trend trading strategy The AddADXIndicatorChart method also places a transparent f
119. PrimaryChartPointAndFigurecall in your program C FinPointAndFigureChartPlot plotobj this AddPrimaryChartPointAndFigure VB Dim plotobj As FinPointAndFigureChartPlot Me AddPrimaryChartPointAndFigure Specify the ReversalCount value to value reasonable to your range of data an integer in the range to 10 plotobj ReversalCount 2 Plot Type We created a Point and Figure variant which uses colored bars instead of Xs and O s See the example below 235 9 Point and Figure Charts EE Form1 Point and Figure Chart Renko Chart Point and Figure Chart 2009 2 03 14 0 24 50 H 24 51 L 23 88 C 23 85 V 52858200 00 2011 2012 2013 2014 The plot type Traditional or Bars t is set using the Plot Type combo box of the Point and Figure Attributes dialog box Plot Type Traditional i m If you want to set the Plot Type property under program control set the appropriate FinPointAndFigureChartPlot property as returned by the AddPrimaryChartPointAndFigurecall in your program C FinPointAndFigureChartPlot plotobj this AddPrimaryChartPointAndFigure plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT TRADITIONAL VB FinPointAndFigureChartPlot plotobj Me AddPrimaryChartPointAndFigure plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT TRADITIONAL Specify the PfPlotType value to one of the following FinChartConstants constants 236 QCTAChart Techn
120. QCTAChart Technical Analysis Charting Tools for Net ES Form1 File Exit The market is ready to make a major move pri Ticker Name Open Days High Days Low Previous Close INTC Intel Corporation 32 72 32 91 32 60 32 27 23 446 IBM International Bus 162 11 162 83 161 54 161 79 161 11 TXN Texas Instruments 47 18 47 43 46 88 46 62 39 6 AMAT Applied Materials 20 60 21 19 20 60 20 49 16 4t csco Cisco Systems In 23 61 23 76 23 42 23 26 20 25 D C Ful Scale 20 B 10 8 2007 2008 2009 2010 2011 1 2814 CSCO O 21 88 H 22 00 L 21 70 C 21 75 v 41431800 00 Boll Bands 20 2 000 LL 21 69 UL 22 97 MA 22 33 1 02 14 1 28 14 Volume 1 41431800 00 1 28 14 Stochastic K 14 3 85 Fast D 3 16 38 Slow D 3 36 83 i 11 01 13 12 02 13 1 2 03 14 2013 Contact Information Company Web Site http www quinn curtis com General Information info g quinn curtis com Sales sales quinn curtis com Technical Support Forum http www quinn curtis com ForumFrame htm Revision Date 1 022 2015 Rev 2 4 Documentation and Software Copyright Quinn Curtis Inc 2015 Quinn Curtis Inc Tools for Net END USER LICENSE AGREEMENT IMPORTANT READ CAREFULLY This Software End User License Agreement EULA is a legal agreement between you either an individual or a single entity and Quinn Curtis Inc for the Quinn Curtis Inc SOFTWARE identified above which includes all Quinn Curtis Inc Net software on any me
121. RRANTIES Quinn Curtis Inc expressly disclaims any warranty for the SOFTWARE THE SOFTWARE AND ANY RELATED DOCUMENTATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OR MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NONINFRINGEMENT THE ENTIRE RISK ARISING OUT OF USE OR PERFORMANCE OF THE SOFTWARE REMAINS WITH YOU 9 LIMITATION OF LIABILITY IN NO EVENT SHALL QUINN CURTIS INC OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL SPECIAL INCIDENTAL OR INDIRECT DAMAGES OF ANY KIND ARISING OUT OF THE DELIVERY PERFORMANCE OR USE OF THE SUCH DAMAGES IN ANY EVENT QUINN CURTIS S LIABILITY FOR ANY CLAIM WHETHER IN CONTRACT TORT OR ANY OTHER THEORY OF LIABILITY WILL NOT EXCEED THE GREATER OF U S 1 00 OR LICENSE FEE PAID BY YOU 10 U S GOVERNMENT RESTRICTED RIGHTS The SOFTWARE is provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subparagraph c 1 ii of The Rights in Technical Data and Computer SOFTWARE clause of DFARS 252 227 7013 or subparagraphs c 1 and 2 of the Commercial Computer SOFTWARE Restricted Rights at 48 CFR 52 227 19 as applicable Manufacturer is Quinn Curtis Inc 18 Hearthstone Dr Medfield MA 02052 USA 11 MISCELLANEOUS If you acquired the SOFTWARE in the United States this EULA is governed by the laws of the state of Massachusetts If you
122. Text Attributes Numeric Precision 2 A Text Color Background m aM Use Background Plot Area Clipping Horizontal Justify Vertical Justify Left O Center Right Bottom Center Top Ce JL JC Attribute options for the Trend Line Dialog Line Attributes Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Show Handles Check and the grab handles of the trend line are displayed at the endpoints Text Attributes Font Edit the text Font and Font Size 197 8 Financial Chart Objects Font Font style Microsoft Sans Serif Regular p gh erase Ss ort Sans Serf PM lRequiar Mistral Italic O Modem No 20 Bold O Monotype Corsiva Bold Italic MS Reference Sans 5 O MS Reference Specia Ip MT Extra Mi Effects Sample C Strikeout EFCCOUN C Underline AaBbYyZz Script Westem v Numeric precision Set the numeric precision of the text labels Text Color Select the color of the text Background Select the background color of the text Use Background Check this box if you want the background rectangle of the text to overwrite what is underneath Plot Area Clipping Check this box if you want the
123. The Renko box size mode can be set using the Attribute dialog for the chart found in the Primary Chart Dialog page 245 10 Renko Charts Plotted Datasets First Index ES v Plot Type Renko v Select the Attribute box the green box above and the Renko dialog will appear Ef Edit Renko Plot Attributes Upside Box Size Mode Box Size Pricing Mode ATR Period Fixed 2 High Low EN Co M Downside Renko Colors Select the Upside and or Downside Attributes buttons to change the Renko colors Upside Downside At that point an Attributes Dialog box will appear 246 QCTAChart Technical Analysis Charting Tools GE Primary Attributes Line Text Color Line Style Line Thickness Line Alpha Er m Iv Line Dash v Item Width Fill Color Fill Alpha 0 5 E 7 7s T If you want to use a solid box for the upside color set the Line Text Color and the Fill Color to the color you want and check both Line and Fill The other fields should remain unchanged You would do the same for the Downside color The resulting chart would look like one of the two preceding charts where the upside uses a solid green box and the downside uses a solid red box If you want one or both of the boxes to be unfilled uncheck the Fill checkbox In the example below the Fill checkbox for the Upside Color has been unchecked ES Form1 Point and Figure Chart Renk
124. ToPrimaryChart _ update As Boolean _ text As String _ As FinText Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evi Type ChartEvent The position of the text text Type String The text string postype Type int 214 QCTAChart Technical Analysis Charting Tools Specify whether than text is placed using Normalized Graph Coordinates ChartObj NORM GRAPH POS or normalized Plp ChartObj NORM PLOT PAS Return Value Returns the FinText object created Examples In this example a FinText object is created in the middle of the current display and it is up to the user to reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this BuildChart this AddFinTextToPrimaryChart true FinText Object VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Me AddFinVLineToPrimaryChart True FinText Object In this example a FinText object is created at a Normalized Plot Area position 0 5 0 2 The user can still reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this BuildCherti FinText fintextl this AddFinTextToPrimaryChart true new Point2D 0 5 0 2 Scroll to the beginning ChartObj NORM PLOT POS VB Me BuildChart Dim fintextl As FinText Me AddFinTextToPrimaryChart True New Point2D 0 5 0 2 Scroll to the beginning ChartObj NORM PLOT POS FinLabel The se
125. True Range where the Average True Range defined by J Welles Wilder is defined as below The true range for a given time period is maximum of several calculated ranges True Range Max Current High less the current Low Abs Current High previous Close Abs Current Low previous Close 226 QCTAChart Technical Analysis Charting Tools See Point and Figure Chart C Full Scale 2010 2011 4 22 13 0 22 48 H 22 94 L 22 35 C 22 88 V 52617000 00 2013 The Average True Range is a moving average 14 day Moving Average in this case of the most recent and pervious 13 values The fixed box size is set to the value of the Average True Range calculated using the most recent data Below is the P amp F chart we have been using as an example configured for a fixed box size calculated using the Average True Range In this case the fixed box size was calculated to be approximately 0 78 Point And Figure Dialog Box The P amp F box size mode can be set using the Attribute dialog for the chart found in the Primary Chart Dialog page Plotted Datasets First Index INTC v Plot Type axe gabs tj v 227 9 Point and Figure Charts Select the Attribute box the blue box above and the P amp F dialog will appear CE Edit Point and Figure Attributes Upside Box Size Mode Box Size Pricing Mode ATR Period i Traditional High Low Attributes Percentage Cose V Downside Revers
126. Wilder EMA of mDM data 45 2 QCTAChart and Technical Analysis Calculate the DI and DI indicators fori gt 0 pDI14 i pDM14 i divided by TR14 i mDII4 i mDM14 i divided by TR14 i Then calculate the components of the Average Directional Movement Index ADX ADX i 100 ABS pDI14 i mDII14 1 pDI14 i mDI14 i ADX14 14 period Wilder EMA of AD data The actual returned values are the pDI14 array the mDI14 array and the ADX14 array all representing 14 period Wilder EMA of the underlying index Special Note The proper use of the ADX indicator always requires that your historical data start at least 150 periods days prior to the time period you are interested in Because it takes that long for the exponential smoothing averages to settle down Results where your data starts only 50 days before the the time period you are interested will be similar to but not the same as the results where a 150 day lead time is used Momentum also known as the Change Indicator The Momentum indicator is used to identify the speed or strength of a price movement It is calculated as the difference between today s closing price and the close N days ago 46 QCTAChart Technical Analysis Charting Tools ES Form1 DAR The market is ready to make a major move C Full Scale z 40 2005 2006 11 06 14 INTC 33 82 Boll Bands 20 2 000 LL 30 34 UL 34 80 MA 32 57 701 14 8 01 14 98 02 14 10 01 14 11 0314
127. a concrete implementation of the PhysicalCoordinates class and implements a coordinate system used to plot linear logarithmic and semi logarithmic graphs This class is a concrete implementation of the PhysicalCoordinates class and implements a coordinate system used to plot GregorianCalenar time based data This class is a subclass of the CartesianCoordinates class and implements a coordinate system used to plot elapsed time data This class is a subclass of the CartesianCoordinates class and implements a coordinate system used to plot polar coordinate data This class is a subclass of the CartesianCoordinates class and implements a coordinate system used to plot antenna coordinate data The antenna coordinate system differs from the more common polar coordinate system in that the radius can have plus minus values the angular values are in degrees and the angular values increase in the clockwise direction This class consolidates the common line and fill attributes as a single class Most of the graph objects have a property of this class that controls the color line thickness and fill attributes of the object The ChartGradient class expands the number of color options available in the ChartAttribute class ChartAttribute ChartGradient This class consolidates the common line and fill attributes associated with a GraphObj object into a single class A ChartGradient can be added to a ChartAttribute object defining a multicolor
128. ace NET Framework 3 5 f Name TAChartApplicationt Location F Quinn Curtis DotNet QCTAChart Vvisual CSharplexamples v Solution Create new Solution v Create directory for solution Solution Name TAChartApplicationi You will end with a basic Form based application For purposes of this example the chart is placed in the initial default form e Resize Forml to approximately the size you want your application to run in 284 QCTAChart Technical Analysis Charting Tools Ele Edit View Project Build al AAS eq Solution TAChartApplication 1 project amp S9 TAChartApplicationt E Properties Pointer ab Button TELHA o E Fomi cs Form1 Designer cs Formt resx Program cs unity through 1 in Orchestration API 23 RichTextBox A d to Visual Studio 2C ebil TextBox chine itself including Ra ToolTip op TreeView ell as contains othe son Explorer Sg Class View Form1 System Windows Forms Form PSAE ShowInTaskbar True E Sie 873 544 SizeGripStyle Auto StartPosition WindowsDefaultLocetion Tr Text Formi O 0 Errors 0 Warnings i 0 Description File i Coum Project i Error List E Output EY WEE e Right click on Reference in the Solution Explorer window and select Add Reference Browse to the Quinn Curtis DotNet lib su
129. acquired the SOFTWARE outside of the United States then local laws may apply Should you have any questions concerning this EULA or if you desire to contact Quinn Curtis Inc for any reason please contact Quinn Curtis Inc by mail at Quinn Curtis Inc 18 Hearthstone Dr Medfield MA 02052 USA or by telephone at 508 359 6639 or by electronic mail at support Quinn Curtis com Table of Contents T IntrodUctioBD 5e tato teo e dac t dat eate dat oltm eta m atte doctr 1 Financial Data Sources ssn e dtu tee e RR dp e e d cope tdt clie Ete donis rubet dete tet esede ite chasers test 5 Technical Analysis Charting Tools for Net Dependencies sssssssseseseeeeeeenenneneenen ener 6 Directory Structure of OCTA Chart for Net scere ete rt e RE UR STE Rr We y E eee ter Me TIO 6 Critical Note Running the Example Programs esessesssseseeeeeeeeeeneneeene nennen nnne nnne 8 Chapter Summalty 5 ceti ege E dele e E Ue Rest et teca o e otio 8 UtOTials oreet ip E e e e oe ette OX NU REGERE US d ec EE eee e EM Lone ege node 9 CUSLOMER SUPPOTt 5 vesecesevavaseetes E 9 2 QCTAChart and Technical Analysis ete e ete ehe ere e e dd ASE 13 Primary Chart plotting options rte RR RENE Rene ge RR NO Ode e E et dd 15 Technical Indicator overlays for the Primary chart nennen eene ener nnns 34 Secondary windows technical indicators esses nnne enne neret 43 Other Chart
130. adding and subtracting a percentage deviation usually in the range 1 to 10 from the SMA signal Moving average bands serve as an indicator of overbought or oversold conditions visual representations of price trend and an indicator of price breakouts More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis C public FinMABandsPlot AddMABandsToPrimaryChart int maperiod double bandwidth public FinMABandsPlot AddMABandsToPrimaryChart VB Public Function AddMABandsToPrimaryChart _ maperiod As Integer _ bandwidth As Double _ As FinMABandsPlot Public Function AddMABandsToPrimaryChart As FinMABandsPlot If you use the AddMABandsToPrimaryChart call without parameters it uses the default values and the current selected stock 145 6 Display Stock Data in the Primary Chart Parameters maperiod Type Int32 Default Value 20 The moving average period bandwidth Type Double Default Value 0 03 The bandwidth value the percentage value 0 0 to 1 0 above and below to draw the MA bands C double maperiod 20 double bandwidth 0 03 this AddMABandsToPrimaryChart maperiod bandwidth VB Dim maperiod As Double 20 Dim bandwidth As Double 0 03 Me AddMABandsToPrimaryChart maperiod bandwidth Bollinger Bands Bollinger Bands or Envelopes are similar to Moving Average bands except they add a little statistical science to the formation of an indicator Bollinger B
131. age etie es 109 114 ChartEabel sumen eto emen eodeni Ch arttEabel 25 mone WS 108 109 113 ChartPlot 3 ees ecelesie ele EFE ee qut coals SES ChartPlot erre ect 93 94 113 Ch artPrint 4 5 nre ret eos c nec eris ChartPrint 111 113 257 258 259 260 261 262 279 printitig i oc eines 111 257 258 Chart Printe enee tus 257 ChartScale 52 Sar eR S pw AR Eas ChartScale 4 4 eesnasb aues 83 84 113 ChartShape 3 5 mitica e e IRE eU ERECTUS RIA ChartSh pe 4 etaed 109 114 ChartSymbol essere QCTAChart Technical Analysis Charting Tools ChartSymbol esse 109 114 Chart lex tits aie rr a aceti tei eee Chart ext ornec ox re ERE ES 108 113 ChartTitle iere cete tenente ee et p eue aa Sauce Chart Title erre ers 108 113 ChattV1eW aii danietisea ie nadar do Rd eges ChartView8 82 85 110 111 113 257 263 264 265 283 Classic Open high low close ees Classic Open high low close 3 13 15 Create Windows Applications seeeee Create Windows Applications iv 9 283 LEE O DTE ITE IEEE eh aN CS M sostiene iater ertet 111 113 current financial data table sss current financial data table 131 163 Customer Support eeeeeeeeeeeeeee nenne nnne nnne nnne tnnt nnne customer support seeeeeeeeeeeeeeeen eene iv 9 ata CUISOES eer
132. al Count Plot Type rot 5 Traditional Xs and Os ttributes Bars Point And Figure Colors Select the Upside and or Downside Attributes buttons to change the Point and Figure colors Upside Downside Attributes At that point an Attributes Dialog box will appear 228 H Primary Attributes Line T ext Color Line Style QCTAChart Technical Analysis Charting Tools Line Thickness Line Alpha Line Dash 1 255 Po a A v v Fill Color bd Fill 255 When working with the Traditional Xs and color you want for the X s and Os The Fill unchanged In code this looks like CH FinPointAndFigureChartPlot plotobj new ChartA new Char plotobj PlotUpAttribute plotobj PlotDownAttribute VB Dim plotobj As FinPointAndFigureChar new ChartA new Char plotobj PlotUpAttribute plotobj PlotDownAttribute Alpha Item Width 0 6 0 Os Point and Figure plot you want the text Line Text Color set to the mode should be left unchecked The other fields should remain this AddPrimaryChartPointAndFigure ttribute Color Green tA 1 DashStyle Solid gt ttribute Color IndianRed 1 DashStyle Solid tPlot Me AddPrimaryChartPointAndFigure ttribute Color Green 1 DashStyle Solid tAttribute Color IndianRed 1 DashStyle Solid If you plan to use the bar version of the Point and Figure plot you will need to set the Line Text Color to Bla
133. alysis where the candlestick is filled if the close for that time period is lower than the open The candlestick plot displays stock market data in an open high low close format common in financial technical analysis Every item of the plot is represented by a vertical line representing High and Low values overlapped by a box representing the Open and Close values If the Close value is greater than the Open value for a particular candlestick the box is filled otherwise it is unfilled Like the OHLC plot the candlestick plot is best used when there are between 10 and 50 event items in the current time frame else the details of the candlesticks will be too small to see QCTAChart Technical Analysis Charting Tools OHLC Bar plot EE Form1 Exit Lim The market is ready to make a major move O Ropers Ss 60 2010 2011 2012 11 12 14 TXN 0 51 32H 51 45L 50 75 C 51 28 V 4033000 00 9 22 14 98 29 14 10 05 14 10 13 14 10 20 14 10 27 14 11 03 14 11 10 14 11 17 14 Is This OHLC Bar plot is a variant of the candlestick plot The three colors of the OHLC bar define the four OHLC values A dot in the middle means that the Open is higher than the Close The OHLC bar plot is a variant of the candlestick plot Every item of the plot 1s represented by a multicolored bar representing Open High Low Close values If the Open value is greater than the Close value for a particular bar the center box has a dot placed in the center otherwise no
134. amples Same as the C examples above 1 Introduction Critical Note Running the Example Programs The example programs for QCTAChart software are supplied in complete source In order to save space they have not been pre compiled which means that many of the intermediate object files needed to view the main form are not present This means that FinChartView derived control will not be visible on the main Form if you attempt to view the main form before the project has been compiled The default state for all of the example projects should be the Start Page Before you do view any other file or form do a build of the project This will cause the intermediate files to be built If you attempt to view the main Form before building the project Visual Studio sometimes decides that the FinChartView control placed on the main form does not exist and deletes it from the project There are two versions of the for QCTAChart class library the 30 day trial versions and the developer version Each version has different characteristics that are summarized below 30 Day Trial Version The trial version of QCTAChart is downloaded in a file named Trial QCTAChartR24x The 30 day trial version stops working 30 days after the initial download The trial version includes a version message in the upper left corner of the graph window that cannot be removed Developer Version The developer version of QCTA Chart is downloaded in a file with a name si
135. ands still use a SMA calculation for the central line 20 period SMA is standard But instead of using a fixed percentage as the band width it defines the separation between the two bands using a multiple of the standard deviation of the signal calculated using the previous N periods of the closing value of the OHLC data More details are found in Chapter 2 Introduction to OCTAChart and Technical Analysis C public FinBollingerBandsPlot AddBollingerBandsToPrimaryChart int maperiod int smoothing double bandwidth bool fillmode public FinBollingerBandsPlot AddBollingerBandsToPrimaryChart VB Public Function AddBollingerBandsToPrimaryChart _ maperiod As Integer _ smoothing As Integer _ bandwidth As Double _ fillmode As Boolean _ As FinBollingerBandsPlot Public Function AddBollingerBandsToPrimaryChart As FinBollingerBandsPlot If you use the AddBollingerBandsToPrimaryChart call without parameters it uses the default values and the current selected stock Parameters maperiod Type Int32 Default Value 20 The period of the moving average to use smoothing 146 QCTAChart Technical Analysis Charting Tools Type Int32 Default Value FinChartConstants MA CALC 1 The smoothing method to use Specify FinChartConstants MA CALC for a simple moving average and EXP MOVING AVERAGE TIMEPERIOD bandwidth Type Double Default Value 2 The number of standard deviations to use in defining the bands fillm
136. area between the two lines highlighting the difference 99 4 QCChart2D for Net Characteristic Curves for Bipolar Transistor 50 Mb 350uA En Kb u Kb 300uA ri Ki E30 Kb 250uA 8 Kb 200uA ERT S s eo 2 EI Collector Emitter Voltage The MultLinePlot will plot a multiple y vectors vs a single x vector MultiLinePlot This class is a concrete implementation of the GroupPlot class and displays group data in multi line format A group dataset with four groups will display four separate line plots The y values for each line of the line plot represent the y values for each group of the group dataset Each line plot share the same x values of the group dataset Daily Stock Price Price Volume NASDAQ Scroll Week Tp T T 7 22 02 7 29 02 8 05 02 8 12 02 8 19 02 3 0M AT l 1 IET LEAL l pu l ey Tall Lal nm iL 1 0 F Ba i l ji i Ea ai Ja all Hmm The classic stock price chart combines a open high low close plot line plot and bar plot Press and hold left mouse button over a stock value to get details for that date OHLCPlot This class is a concrete implementation of the GroupPlot class and displays stock market data in an open high low close format common in financial technical analysis Every item of the plot is a vertical line representing High and Low values with two small horizontal flags one left and one right extending from the vertical High Low line and
137. art this AddStochasticIndicatorChart VB FinStochasticIndicatorPlot defaultHighLimitValue 80 FinStochasticIndicatorPlot defaultLowLimitValue 20 Dim stochchart FinStochasticIndicatorPlot Me AddStochasticIndicatorChart Another way to change the limits which only affects the specific FinStochasticIndicatorPlot object is C FinStochasticIndicatorPlot stochchart this AddStochasticIndicatorChart stochchart HighLimitValue 65 stochchart LowLimitValue 35 VB Dim stochchart As FinStochasticIndicatorPlot Me AddStochasticIndicatorChart 176 QCTAChart Technical Analysis Charting Tools stochchart HighLimitValue 65 stochchart LowLimitValue 35 Plot Object Colors If you want to change the colors of the lines in the Stochastic chart use methods found in the FinStochasticIndicatorPlot class Change the Stochastic line atributes using code similar to below C FinStochasticIndicatorPlot stochchart this AddStochasticIndicatorChart Stochastic line attributes stochchart StochasticAttribute PrimaryColor Color Red stochchart StochasticAttribute LineWidth 1 Fast Stochastic line attributes stochchart StochasticFastAttribute PrimaryColor Color Green stochchart StochasticFastAttribute LineWidth 1 Slow Stochastic line attributes stochchart StochasticSlowAttribute PrimaryColor Color Green stochchart StochasticSlowAttribute LineWidth 1 VB Dim stoc
138. artObj YEAR 8 Create a current data source for the finStockData New FinYahooURLCurrentDa Create a historical data source finStockHistoricalData New FinYahooUR Add a portfolio of stock items to the For i As Integer 0 To idStrings Lengt finStockHistoricalData AddTickerLoo Next Initialize a FinChartData object using data finChartData New FinChartData finStoc stopDate Init the parent FinChartView with InitFinChartView finChartData End Sub Public Sub InitializeTable h table taSource kupltem idStrinus i finStockData AddTickerLookupItem idStrings i sources kHistoricalData QCTAChart Technical Analysis Charting Tools LHistoricalDataSource data sources tickerStrings i tickerStrings i idStrings start and ending dates finStockData idStrimnmgs the FinChartData object These fields are unique to the Yahoo current data source Different ones must be used if you are using the Quandl current data source If finChartData IsNot Nothing Then tabe does not display initially Me EnableFinChartTable False 8 columns across Me TableDisplayColumns 8 5 rows down Me TableDisplayRows 5 Use all of the available columns finChartData AddAllColumnItems End If End Sub Public Sub InitializeTechnicalIndicators only needed if you are reinitalizing the charts Me ResetTechnicalCharts Me MainTitleString The market is ready to
139. at data creating an indicator which predicts the future trend of the security whether it be up down or flat Buy and sell actions for the security are then decided based on the indicator That s it in a nutshell The defining postulate of technical analysis is that the historical market action of a security takes into account everything publicly known about the security There is no need for the technical trader to study a stocks balance sheet income statement cash flow or recent product announcements the bread and butter of a competing strategy known as fundamental analysis because all of these things are already factored in the stocks price This assumes that the security trades in a free market where the price action is controlled by thousands or even millions of independent buyers and sellers all operating using their own criteria Don t expect technical analysis to work for securities which have an extremely small float penny stocks for example or are largely controlled by a single trading entity stock trading scams where the where the price is manipulated by a coordinated network of brokers buyers and sellers think the Wolf of Wall Street or in stock exchanges run by countries which to not believe in free market economics and are willing to manipulate a stock price to their own end Technical analysis does not require that the practitioner use charting It is straightforward to use technical analysis to produce buy hold and sell
140. ata AddAllColumnItems Initially turn the table off Me EnableFinChartTable False Assign FinChartView s data InitFinChartView finChartData only needed if you are reinitalizing the charts Me ResetTechnicalCharts main title Me MainTitleString Point and Figure Chart Choose the stock for the initial chart from the stocks entered into finChartData Me CurrentTickerString INTC Dim plotobj As FinPointAndFigureChartPlot Me AddPrimaryChartPointAndFigure Assigne the up and down colors plotobj PlotUpAttribute New ChartAttribute Color Green 1 DashStyle Solid Color Green plotobj PlotDownAttribute New ChartAttribute Color Red 1 DashStyle Solid Color Red plotobj BoxSize 3 plotobj BoxSizeMode FinChartConstants POINT AND FIGURE YSCALE TRADITIONAL plotobj BoxSizeMode FinChartConstants POINT AND FIGURE YSCALE PERCENTAGE plotobj BoxSizeMode FinChartConstants POINT AND FIGURE YSCALE FIXED plotobj BoxSizeMode FinChartConstants POINT AND FIGURE YSCALE ATRFIXED plotobj PricingMode FinChartConstants POINT AND FIGURE PRICE CLOSE plotobj PricingMode FinChartConstants POINT AND FIGURE PRICE HIGHLOW plotobj PricingMode FinChartConstants POINT AND FIGURE PRICE TYPICAL plotobj ReversalCount 3 plotobj ATRPeriod 14 plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT TRADITIONAL plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT BARS Build
141. ation is found in Chapter 9 Point and Figure Charts 24 QCTAChart Technical Analysis Charting Tools Renko Charts EE Form1 The market is ready to make a major move 2 05 14 0 38 83H 40 32L 39 53C 40 16 v 907133727 Renko charts do not plot price against time as other techniques do Instead it plots price against changes in direction by plotting a column of Xs as the price rises and a column of Os as the price falls Renko charts are similar to Point and Figure charts in that they do not plot price against time as other techniques do Instead it plots price against changes in direction by plotting filled boxes called bricks in Renko terminology as the price rises and unfilled boxes as the price falls As long the stock price is increasing and does not backtrack by more than the brick size size the price increase is displayed as an rising diagonal of bricks Each time the price rises enough to warrant a new brick a new column is started and the brick is plotted in that column Once the trend reverses as each new brick is added on the downside a new column is started No column will every contain more than one brick The result is a chart similar to the example above where time scales are irregular and compressed The net result is a strong filtering of the OHLC data eliminating the ever present noise present in market data More detailed description of our Renko chart implementation is found in Chapter 10 Renko Charts
142. ays Weekends holidays and unused portions of the day can be excluded from the plot scale producing continuous plots of discontinuous data ES Form1 The market is ready to make a major move 2005 2006 2007 2008 2009 1 16 14 INTC D 25 82 H 25 81 L 25 52 C 25 72 V 47448069 93 EMA S 25 23 EMA B0 24 19 12 02 13 12 09 13 12 16 13 12 23 13 12 30 13 121 14 2013 1 16 14 Volume 1 47448063 83 Volume 13 33805028 54 12 02 13 0912 12 16 13 12 23 13 12 30 13 2013 An event based coordinate system plots data points equally spaced regardless of the time stamp Data plots smoothly transition off hours weekends and holidays Above is a plot of the OHLC data for INTC Intel over the December 2013 Christmas holiday Note that the only dates included are the trading dates 12 23 12 24 12 26 12 27 12 30 12 31 1 2 2014 etc The non trading days of 12 25 12 28 12 29 1 1 2104 are not included in the charts coordinate system The coordinate system is defined by the data contained within If for some reason you did have data for 12 25 2104 if it was included in the OHLC 59 2 QCTAChart and Technical Analysis data source it would be included in the scale Financial Chart objects which can be dropped into a chart There is a small set of technical analysis objects which can be placed in the Primary chart These are trend lines FinTrendLine a financial Fibonacci object FinFibonacciPlot horizontal FinHLine and
143. bdirectory and select and add the following three DLL library files QCTAChartNet dll QCChart2DNet dll and Newtonsoft Json dll QCTAChartNet dll Quinn Curtis financial technical analysis classes QCChart2DNet dll Quinn Curtis core charting classes Newtonsoft Json dll Newtonsoft JSON utility classes 285 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications Add Reference NET COM Projects Browse Recent Look in O lib Fl gacutil exe Newtonsoft Json dll I QCChart2DNet dll S QCRTGraphNet dii 3 QCsPCChartNet dl octachartNet dll File name QCTAChartNet dll Newtonsoft Json dll QCChar2DNetdi v Files of type Component Files dll tlb olb ocx exe manifest v e Add a Inherited User Control class to the project Project Add User Control Enter a class name of UserTAChartControll Add New Item TAChartApplication1 Categories Templates amp Visual C Items Visual Studio installed templates Code Data cgInherited Form hes Inherited User Control General E About Box A Custom Control Web Emor Parent Form E User Control windows Forms ES Windows Form WPF Reporting My Templates Workflow n Search Online Templates 4 new control based on an existing Windows Forms control Mame UserTAChartControll cs 286 QCTAChart Technical Analysis C
144. bject ByVal e As System EventArgs Handles printToolStripMenuItem Click If YahooDatasourceExampleUserControlll IsNot Nothing Then Me PrintPage YahooDatasourceExampleUserControlll sender e End If End Sub Private Sub savelmageToolStripMenuItem Click ByVal sender As System Object ByVal e As System EventArgs Handles savelmageToolStripMenuItem Click If YahooDatasourceExampleUserControll11 IsNot Nothing Then Me SaveAsFile YahooDatasourceExampleUserControlll sender e End If End Sub End Class 262 QCTAChart Technical Analysis Charting Tools Capturing the Chart as a Buffered Image Class BufferedImage ChartObj BufferedImage The BufferedImage class creates a Bitmap object that renders a FinChartView object into an image buffer The rendering takes place when the BufferedImage Render method or BufferedImage SaveImage method is called BufferedImage constructor VB Overloads Public Sub New _ ByVal component As ChartView ByVal imgformat As ImageFormat _ Visual Basic Overloads Public Sub New _ ByVal component As ChartView _ Ct public BufferedImage ChartView component ImageFormat imgformat public BufferedImage ChartView component component The ChartView object that is the source for the chart image imageformat An image format object specifying the format of the rendered image The BufferedImage GetBufferedImage method converts the chart to the Net Bitmap object specified by the ima
145. blish proper tick mark spacing values Charting object classes The chart object classes includes all objects placeable in a chart That includes axes axes labels plot objects line plots bar graphs scatter plots etc grids titles backgrounds images and arbitrary shapes Mouse interaction classes These classes directly and indirectly System EventHandler delegates that trap mouse events and permit the user to create and move data cursors move plot objects display tooltips and select data points in all types of graphs File and printer rendering These classes render the chart image to a printer to a variety of file formats including JPEG and BMP or to a Net Image object 69 3 Class Architecture of the Technical Analysis Charting Tools for Net Class Library Miscellaneous utility classes Other classes use these for data storage file I O and data processing For each of these categories see the associated description in the QCChart2D manual QCChart2DNetManual pdf The QCTAChart classes are in addition to the ones above They are summarized below Technical Analysis Charting Tools for Net Class Summary The QCTA Chart classes are a super set of the QCChart2D charting software No attempt should be made to utilize the QCTAChart classes without a good understanding of the QCChart2D classes See the QCChart2DNetManual PDF file for detailed information about the QCChart2D classes FinChartView Com quinncurtis chart2dnet
146. bute applications that use the Quinn Curtis SOFTWARE royalty free We cannot allow developers to use this SOFTWARE to create a graphics toolkit a library or any type of graphics component that will be used in combination with a program development environment for resale to other developers If you utilize the SOFTWARE in an application program or in a web site deployment should we ask you must supply Quinn Curtis Inc with the name of the application program and or the URL where the SOFTWARE is installed and being used 3 RESTRICTIONS You may not reverse engineer de compile or disassemble the SOFTWARE except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation You may not rent lease or lend the SOFTWARE You may not use the SOFTWARE to perform any illegal purpose 4 SUPPORT SERVICES Quinn Curtis Inc may provide you with support services related to the SOFTWARE Use of Support Services is governed by the Quinn Curtis Inc polices and programs described in the user manual in online documentation and or other Quinn Curtis Inc provided materials as they may be modified from time to time Any supplemental SOFTWARE code provided to you as part of the Support Services shall be considered part of the SOFTWARE and subject to the terms and conditions of this EULA With respect to technical information you provide to Quinn Curtis Inc as part of the Support Services Quinn Cu
147. cal data source instantiate one FinGoogleURLHistoricalDataSource below using the default constructor Add the stock names and ticker symbols using the AddTickerLookupItem method C FinGoogleURLHistoricalDataSource finStockHistoricalData new FinGoogleURLHistoricalDataSource 117 5 Configuring QCTAChart Datasources for int i OF i lt idStribngs Length i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i VB Private finStockHistoricalData As New FinGoogleURLHistoricalDataSource For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i Next Quandl URL Based Data Source If you use the Quandl FinQuandIURLHistoricalDataSource data source you may need to specify a Quandl data source folder when calling the constructor All North American stocks are found in the Quandl WIKI folder So the FinQuandIURLHistoricalDataSource code looks like C Stringi idStrings Apple Intel IBM Tex Inst App Mat Cisco String tickerStrings AAPL INTC IBM TXN AMAT CSCO FinQuandlURLHistoricalDataSource finStockHistoricalData new FinQuandlURLHistoricalDataSource WIKI for int i 0 i idStrings Length i44 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i VB Dim idStrings As String Apple Intel IBM Tex Inst App Mat Cisco Dim tickerStrings A
148. candlesticks occurred on days with the highest volume since they will be the widest In the example above the day with the highest volume are 10 13 2014 If you plot an actual volume plot underneath you can see the relationship between candlestick width and volume 21 2 QCTAChart and Technical Analysis ES Form1 The market is ready to make a major move 2010 2011 2012 10 16 14 AMAT 0 18 08 H 19 95L 18 05 C 19 87 V 17520500 00 9 29 14 10 05 14 10 13 14 10 20 14 10 27 14 11 03 14 11 10 14 11 17 14 2014 10 16 14 Volume 1 17520500 00 98 29 14 10 06 14 10 13 14 10 20 14 10 27 14 11 03 14 11 10 14 11 17 14 2014 In the picture above the fattest candlestick items correspond to the time periods where the trading volume was the highest 22 QCTAChart Technical Analysis Charting Tools Point and Figure Charts The market is ready to make a major move C Full Scale 2005 2006 2007 2008 2009 2011 2012 2013 7 12 07 0 17 07 H 17 69L 17 03C 17 69 V 29136921 93 X 5 O e H 6 QOX OX Ox Ae 2010 2011 2012 2013 8 4 lii Li Point and Figure charts do not plot price against time as other techniques do Instead it plots price against changes in direction by plotting a column of Xs as the price rises and a column of Os as the price falls Point and Figure plots have been used in technical analysis for more than 100 years It is unique in that it does not plot price against time as other techniqu
149. ck and the Fill Color to the color your want also check the Fill box EE Edit Point and Figure Attributes Box Size Mode Box Size Pricing Mode ATR Period ES Perce ntage Traditional B oi a v Downside 3 Reversal Count Plot Type Traditional Bars SEI s and Os 9 Point and Figure Charts The resulting chart will look like Form1 2011 2012 2013 2014 In code this looks like C FinPointAndFigureChartPlot plotobj this AddPrimaryChartPointAndFigure plotobj PlotUpAttribute new ChartAttribute Color Black 1 DashStyle Solid Color Green plotobj PlotDownAttribute new ChartAttribute Color Black 1 DashStyle Solid Color IndianRed VB Dim plotobj As FinPointAndFigureChartPlot Me AddPrimaryChartPointAndFigure plotobj PlotUpAttribute new ChartAttribute Color Black 1 DashStyle Solid Color Green plotobj PlotDownAttribute new ChartAttribute Color Black 1 DashStyle Solid Color IndianRed Box Size Mode The Box Size Mode combo box is used to select the P amp F box size mode Traditional Percentage Fixed or Fixed ATR 230 QCTAChart Technical Analysis Charting Tools Box Size Mode Traditional Percentage If you select Traditional or Fixed ATR the Box Size field is ignored If you select a Box Size Mode of Percentage then the percentage used in the calculation is the value of Box Size converted to percent For
150. cond type of annotation uses the FinLabel class It is placed in the chart using Physical graph coordinates Because of this it scrolls and change position when the graph y scale is changed or when the graph is panned or zoomed Because the FinLabel object sticks to the physical coordinates where it was placed The FinLabel object is used to attach annotations to the minimum and maximum values in 2010 Create a Label annotation for the chart much the same as a Text annotation Select the Label option from the tools strip on the right or from the right click pop up menu 215 8 Financial Chart Objects EE Form1 The market is ready to make a major move 2005 2006 2007 2008 4 15 08 G00 0 31 00 H 31 55L 30 68 C 31 37 V 161538512 64 The label object can be moved into position by click dragging anywhere on the text The FinLabel object uses the same dialog box described under the previous FinText description You can add a trend line programmatically using the FinChartView AddFinLabelToPrimaryChart method You MUST add it after the FinChartView BuildChart call C public FinLabel AddFinLabelToPrimaryChart bool update ChartEvent evl string text public FinLabel AddFinLabelToPrimaryChart bool update string text VB Public Function AddFinLabelToPrimaryChart _ update As Boolean evl As ChartEvent 7 text As String As FinLabel i Public Function AddFinLabelToPrimaryChart _ update As Boolean
151. ctional Indicator Momentum Rate of Change ROC Relative Strength RSD Stochastic Fast and Slow Williams R Moving Average Convergence Divergence MACD Volume charts Other Related Charting Features An event based coordinate system suitable use for financial data where data has an irregular time stamps because weekends holidays and other discontinuities Financial Chart objects which can be dropped into a chart Horizontal and Vertical data markers Fibonacci overlay Labels for Annotation Trend lines Arrows A scrollable table at the top which contains current financial data for a user defined portfolio of stocks The user can click on a row and automatically have all of the charts updated to reflect technical indicators for the selected QCTAChart Technical Analysis Charting Tools stock Primary Chart plotting options The Primary Chart displays a plot of one to three stocks in one of several different formats simple line plot OHLC plot Candlestick plot Mountain Plot OHLC Bar plot Equi volume Candlestick plot The y axis can be configured for a simple linear scale a normalized linear scale and a logarithmic scale The user can also enable one or more technical indicator overlays directly on top of the plot These overlay indicators include simple moving averages exponential moving averages moving average bands Bollinger bands and the Parabolic SAR Also a single stock can be displayed as a Point and Figu
152. d by the AddPrimaryChartRenko call in your program C FinRenkoChartPlot plotobj this AddPrimaryChartRenko plotobj PricingMode FinChartConstants RENKO PRICE CLOSE VB Dim plotobj As FinRenkoChartPlot Me AddPrimaryChartRenko plotobj PricingMode FinChartConstants RENKO PRICE CLOSE Specify the PricingMode using one of the following FinChartConstants constants FinChartConstants RENKO PRICE CLOSE FinChartConstants RENKO PRICE HIGHLOW FinChartConstants RENKO PRICE TYPICAL Combining Renko Charts with Secondary Chart Technical Indicators The Renko plot and the Point and Figure plot is a special case in the FinChartView Primary chart This is because it uses a unique coordinate system which does not match up with the more traditional linear sequential event based coordinate system used in the standard FinChartView Primary plot types Line OHLC Candlestick Bar and Mountain As you see in the examples the coordinate system is non linear with respect to time in the x axis Since its x axis coordinate system is unique to the underlying data it will not sync exactly when zooming panning and scrolling with the other Secondary chart technical indicator plots displayed in the FinChartView Instead only the starting and ending dates will sync All other dates between the endpoints will be out of sync 251 10 Renko Charts ES Form1 Point and Figure Chart Om Renko Chart 2009 2010 2011 10 22 14 0 47 41 H 47
153. d with all of the group plotting routines found in the QCChart2D software package For OHLCV data the plot types you will most likely be using are OHLCPlot and CandlestickPlot You would reference the FinTimeSeriesDataset ds in the example below in the OHLC or CandlestickPlot constructor as in the example below ChartAttribute defaultattrib new ChartAttribute Color Black 1 DashStyle Solid Color White defaultattrib SetFillFlag true ChartAttribute fillattrib new ChartAttribute Color Black 1 DashStyle Solid Color Red fillattrib SetFillFlag true CandlestickPlot thePlotl new CandlestickPlot pTransforml ds 0 5 defaultattrib fillattrib thePlotl SetFastClipMode ChartObj FASTCLIP X chartVu AddChartObject thePlotl The FinChartData GetTimeSeriesDataset routines assume that the data has already been acquired i e they do not trigger a call to the underlying URL or file to read the data If you are not displaying the data in a chart you will probably need to force a read of the data using the FinChartData GetFinChartData method For example for a read of the URL data and then retrieve the data as a FinTimeSeriesData object finChartData GetFinChartData FinTimeSeriesDataset ds this ChartData GetTimeSeriesDatsetById Intel The FinTimeSeriesDataset class is a subclass of the EventGroupDataset class That 1s because for each x value a date time value in the group data set there are multiple y values Open h
154. dRateOfChangeIndicatorChart VB Public Function AddRateOfChangeIndicatorChart _ maperiod As Integer _ As FinRateOfChangeIndicatorPlot Public Function AddRateOfChangeIndicatorChart As FinRateOfChangeIndicatorPlot Parameters maperiod Type Int32 Default Value 12 The moving average period Return Value Returns the FinRateOfChangelIndicatorPlot object for the secondary chart C FinRateOfChangeIndicatorPlot rocchart this AddRateOfChangeIndicatorChart VB Dim rocchart FinRateOfChangeIndicatorPlot Me AddRateOfChangeIndicatorChart Limit Value The ROC chart uses 0 0 as the crossover point When in an up trend buy when the ROC value passes upward through zero When in a down trend sell when the ROC value passes downward through zero No special limit lines are drawn Plot Object Colors If you want to change the colors of the lines in the ROC chart use methods found in the FinRateOfChangelIndicatorPlot class Change the ROC line attributes using code similar to below C FinRateOfChangeIndicatorPlot rocchart this AddRateOfChangeIndicatorChart rocchart RateOfChangeLinePlotAttribute PrimaryColor Color Purple rocchart RateOfChangeLinePlotAttribute LineWidth 2 VB Dim rocchart As FinRateOfChangeIndicatorPlot Me AddRateOfChangeIndicatorChart rocchart RateOfChangeLinePlotAttribute PrimaryColor Color Purple rocchart RateOfChangeLinePlotAttribute LineWidth 2 172 QCTAChart Technical
155. dia and related documentation on any media By installing copying or otherwise using the SOFTWARE you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA do not install or use the SOFTWARE If the SOFTWARE was mailed to you return the media envelope UNOPENED along with the rest of the package to the location where you obtained it within 30 days from purchase 1 The SOFTWARE is licensed not sold 2 GRANT OF LICENSE A Developer License After you have purchased the license for SOFTWARE and have received the file containing the licensed copy you are licensed to copy the SOFTWARE only into the memory of the number of computers corresponding to the number of licenses purchased The primary user of the computer on which each licensed copy of the SOFTWARE is installed may make a second copy for his or her exclusive use on a portable computer Under no other circumstances may the SOFTWARE be operated at the same time on more than the number of computers for which you have paid a separate license fee You may not duplicate the SOFTWARE in whole or in part except that you may make one copy of the SOFTWARE for backup or archival purposes You may terminate this license at any time by destroying the original and all copies of the SOFTWARE in whatever form B 30 Day Trial License You may download and use the SOFTWARE without charge on an evaluation basis for thirty 30 days from the day that you DOWNLOAD t
156. dot is present Like the OHLC plot the OHLC bar plot is best used when there are between 10 and 50 event items in the current time frame else the details will be too small to see 2 QCTAChart and Technical Analysis Simple line plot of close values ES Form1 The market is ready to make a major move 2010 8 01 14 TXN 45 92 When you have more then 50 or so data items it is best to use the line plot type displaying the closing values For charts which extend across a large number of event items a line plot of just the close values is the most legible 18 QCTAChart Technical Analysis Charting Tools Cok ES Form1 The market is ready to make a major move Full Scale 2010 2 06 14 AAPL 1 59 TXN 0 76 INTC 0 38 When you compare two or three stock using a normalize y axis scale it is best to use the line plot type When you compare two or more stocks of different ranges use the Normalized y scale It normalizes the compared stocks to 0 at the beginning of the full range time frame In the example above the blue line represents the normalized stock price of Apple which increased 200 to 300 more than its peers 19 2 QCTAChart and Technical Analysis Mountain or filled close plot EE Form1 The market is ready to make a major move 2010 7 12 13 TXN 35 97 T i 1 aa 40 i i A A AAA 5 ES i i i i i i i i i i j i i i i i
157. e MEM 06 ints a NNNM Period 12 Period 14 Smoothing Wilder Exp M v Period 10 J Limits E Canoes Mode 184 QCTAChart Technical Analysis Charting Tools Volume Indicators Plot a volume bar plot or a volume bar plot with a moving average of the volume as a line plot Volume Indicators C Volume Volume and MA Attributes Period 13 Smoothing MA v Volume Enable a Volume bar plot Volume and MA Enable a Volume bar plot with a moving average line plot of volume Period The period of the moving average Smoothing The moving average type Specify Simple moving average exponential moving average or Wilder exponential moving average Attributes Plot object attributes GR Volume Indicator Attributes Line Style Line Thickness 1 3 Yolume Bars Attribute options for Volume Indicator Volume Bars Volume Indicator Bars MA Line Volume Moving Average line Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Money Flow Create a Money Flow indicator chart 185 7 Secondary Chart Options Money Flow V Enable MEN Period 14 Limits Enable Enable the Money Flow Indicator chart Period The period used in the Money Flow calculation Limits Display limits in the chart Attributes Plot object attributes GE Money F
158. e Strength RSD Create a RSI indicator chart Relative Strength RSI Period 14 Limits Enable Enable the RSI Indicator chart Period The period used in the RSI calculation Limits Display limits in the chart Attributes Plot object attributes 187 7 Secondary Chart Options ES RSI Indicator Attributes Color Line Style Line Thickness HEA 3 Dash eJ l Attribute options for RSI Indicator Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Williams R Indicator Create a Williams R indicator chart Williams R Period 14 Limits Enable Enable the Williams VoR indicator chart Period The period used in the Williams R calculation Limits Display limits in the chart Attributes Plot object attributes EE Williams R Indicator Attributes EBX Color Line Style Line Thickness Attribute options for Williams YoR Indicator 188 QCTAChart Technical Analysis Charting Tools Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 MACD Create a MACD indicator chart MACD Enable Htributes Fast Period 12 Slow Period 26 Signal Period 9 Smoothin
159. e Yahoo or Quandl data source object to the desired data format Important Note Yahoo limits the download of historical data using JSON and XML protocols to one year of data If you request more than one year the download will simply fail Right now if you request more than one year of data when using JSON or XML the request is truncated to one year Should this Yahoo based limitation change we will change the truncation to the newer values C FinQuandlURLHistoricalDataSource finStockHistoricalData new FinQuandlURLHistoricalDataSource finStockHistoricalData DataFormat FinChartConstants JSON FORMAT VB Dim finStockHistoricalData As New FinQuandlURLHistoricalDataSource finStockHistoricalData DataFormat FinChartConstants JSON FORMAT or C 120 QCTAChart Technical Analysis Charting Tools finStockHistoricalData DataFormat FinChartConstants XML FORMAT VB finStockHistoricalData DataFormat FinChartConstants XML FORMAT The default is DataFormat FinChartConstants CSV FORMAT Local File Based Data Sources The file based data sources include Metastock Yahoo and Quandl They are instantiated much the same as the URL based data sources with the following differences In the constructor you specify a source directory folder as part of the initialization And the ticker strings are the filenames of the stock data files in the specified folder Metastock File Based Data Source If you have data in local
160. e a major move C Full Scale z S40 2005 2006 6 06 14 INTC 27 80 MAB 8 01 13 S D3 13 11 01 13 1 02 14 2 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B D01 14 9 02 14 11 03 14 2013 2014 Traders look for when the stock price breaks out of the moving average bands Trading Strategies Moving Average Bands When the stock price does not appear to be trending up or down Buy when the Low of the OHLC stock price penetrates the lower envelope and closes back inside the envelope Sell when the stock price High of the OHLC price penetrates the upper envelope and then closes back down inside the envelope When the stock price breaks out above or below the envelop trending one direction or the other Buy when the prices break above the upper envelope Sell when prices break below the lower envelope Moving Average Band Formulas Moving average bands are simple to calculate Start with a SMA of the signal usually the Close value of the OHLC and a bandwidth of BW The two bands are 39 2 QCTAChart and Technical Analysis for alli UpperBand i SMA i 1 BW LowerBand i SMA i 1 BW Bollinger Bands Bollinger Bands or Envelopes are similar to Moving Average bands except they add a little statistical science to the formation of the indicator Bollinger Bands still use a SMA calculation for the central line 20 period SMA is standard But instead of using a fixed percentage as the band width it defines the se
161. e associated with a key use the FinStrings GetStringItem method 269 12 Regionalization for non USA Markets C String lineWidthString FinStrings GetStringItem Line Width VB Dim lineWidthString As String FinStrings GetStringItem Line Width There is a long list of strings you can set in this manner Many of them are associated with the current value tables Yahoo and Quandl based which can be displayed at the top of the FinChartView window If you do not plan to use those tables you don t need change those strings Most of the other strings are associated with the dialog boxes the end user can customize the software with Note that the Yahoo and Quandl table strings use English language keys which do not include spaces The keys do not include spaces but the actual string value does For example DaysHigh Days High DaysLow Days Low PreviousClose Previous Close Also the values may include an embedded newline character which forces the Yahoo and Quandl table headers to display using multiple lines These are designated in the strings using the substring lt CR gt ChangeFromYearLow Change From lt CR gt 52 Week Low PercentChangeFromYearLow Change From lt CR gt 52 Week Low LastTradeRealtimeWithTime Last Trade R T lt CR gt With Time If you change any of the string values and want to include a line break you can insert either the lt CR gt sub string C String newChange
162. e chart represented by this object is saved to the file using the specified format public void SaveAsFile ChartView chartview object sender System EventArgs e t String filename this Name SaveFileDialog imagefilechooser new SaveFileDialog imagefilechooser Filter Image Files BMP JPGP GIF TIFF PNG BMPr JPG GIF TIFF PNG AII files imagefilechooser FileName filename if imagefilechooser ShowDialog DialogResult OK filename imagefilechooser FileName FileInfo fileinformation new FileInfo filename String fileext fileinformation Extension fileext fileext ToUpper ImageFormat fileimageformat if fileext BMP fileimageformat ImageFormat Bmp else if fileext JPG fileext JPEG fileimageformat ImageFormat Jpeg else if fileext GIF fileimageformat ImageFormat Gif else if fileext TIF fileext TIFF fileimageformat ImageFormat Tiff else if fileext PNG fileimageformat ImageFormat Png else fileimageformat ImageFormat Bmp BufferedImage savegraph new BufferedImage chartview fileimageformat savegraph Render savegraph Savelmage filename This routine invokes the chart objects PageSetupItem method public void PageSetup ChartView charview object sender System EventArgs e if charview null if printobj null printobj new ChartP
163. e for each group The group bars share a common base value This class is a concrete implementation of the GroupPlot class and displays data as stacked bars In a stacked bar plot each group is stacked on top of one another each group bar a cumulative sum of the related group items before it The GroupVersaPlot is a plot type that can be any of the eight group plot types GROUPBAR STACKEDBAR CANDLESTICK OHLC MULTILINE STACKEDLINE FLOATINGBAR and FLOATING STACKED BAR Use it 98 HistogramPlot LineGapPlot 2 EI g 5 F1 J 5 z E ra 2 o a QCTAChart Technical Analysis Charting Tools when you want to be able to change from one plot type to another without deleting the instance of the old plot object and creating an instance of the new Video Game Usage by Age Group 10096 40 Age Group The height and width of the bars in a Histogram plot carries information This class is a concrete implementation of the GroupPlot class and displays histogram plots A histogram plot is a collection of rectangular objects with independent widths and heights specified using the values of the associated group dataset The histogram bars share a common base value Sales vs Cost Gap The Line Gap chart is useful for emphasizing the difference between two lines This class is a concrete implementation of the GroupPlot class A line gap chart consists of two lines plots where a contrasting color fills the
164. e ote ete pe RO OT e eo data cursors essseeseeee e 69 81 109 data m 3 14 60 195 data markers 61 Data CUS Oteren ee ta es REOS OR ERI Eie DataGutSor n erecti mette 110 113 Dataset Asc oes E M nas cater he deese ne htt ChartDataset x see 82 93 113 Data Tool TIp i n ree oreet d e ee nes DataToolTipe csecsen nnen 110 113 Developer License ee ete boven deed Developer License sene ii Equi volume candlestick plot sess Equi volume candlestick plot 3 13 15 21 event based coordinate system sss event based coordinate system 14 59 74 237 251 Exponential moving averages esee exponential moving averages 3 13 15 36 156 Fibonacci overlay iine eo cene Fibonacci overlay 4 9 14 63 64 208 209 FinADXlIndicatorPlot essen FinADXIndicatorPlot 70 71 165 166 Financial Chart objects Financial Chart Objects 3 iv 9 14 60 75 195 Financial Data Sources sse financial data sources iv 5 133 Ioiupsvun dE FinArrow 60 67 75 76 78 212 218 220 221 FinBollingerBandsPlot eee FinBollingerBandsPlot 70 71 146 EinChartV1QGWw ia cientes RETOUR uo ee tdt FinChartView 8 26 68 70 75 76 124 125 126 127 128 131 132 141 142 163 164 198 202 206 21
165. e text Font and Font Size Text The text string to display as a label Text Color Select the color of the text Background Select the background color of the text Use Background Check this box if you want the background rectangle of the text to overwrite what 1s underneath 219 8 Financial Chart Objects Plot Area Clipping Check this box if you want the text to clip to the plotting area the area bounded by the axes Auto Justify Text Sets horizontal and vertical text justification of the numeric label depending on the angle of rotation of the arrow Horizontal Justify Sets horizontal text justification of the numeric label Vertical Justify Sets vertical text justification of the numeric label Set the font you want to use and the text string and press OK The text string will appear at the selected xy position You can also define a FinArrow object by right clicking the mouse on the chart When you right click hold the mouse button down which brings up a local menu Select Add Arrow from the menu and release The dialog will appear where you can set the font and text string Then left click for where the arrowhead should be and left click again for where the tail should be The FinArrow object can be moved into position by left click dragging on one of the endpoints You can add a trend line programmatically using the FinChartView AddFinTextToPrimaryChart method You MUST add it after the FinChartV
166. e types of objects you can use for annotations The first uses the FinText class It is placed in the chart using Normalized graph coordinates Because of this it does not scroll or change position when the graph y scale is changed or when the graph is panned or zoomed Because Normalized Graph coordinates do not change even if the graphs physical coordinate system changes The other two are the FinLabel and FinArrow objects which are placed using physical coordinates and do scroll with the plot 212 QCTAChart Technical Analysis Charting Tools FinText First select the Text option from the toolstrip on the left of the chart Next select a position by left clicking on the chart at the xy position where you want the text to appear The following dialog will appear Text Dialog Text Hackduraund CI Use Background Plot Area Clipping Horizontal Justify Vertical Justify Left Center Right Bottom Center Top Font Edit the text Font and Font Size Text The text string to display as a label Text Color Select the color of the text Background Select the background color of the text Use Background Check this box if you want the background rectangle of the text to overwrite what is underneath Plot Area Clipping Check this box 1f you want the text to clip to the plotting area the area bounded by the axes Horizontal Justify Sets horizontal text justification of the numeric labe
167. ePlotLegend ChartPlot SimplePlot SimpleLinePlot SimpleBarPlot SimpleScatterPlot SimpleLineMarkerPlot SimpleVersaPlot GroupPlot ArrowPlot BubblePlot CandlestickPlot CellPlot ErrorBarPlot FloatingBarPlot FloatingStackedBarPlot GroupBarPlot HistogramPlot LineGapPlot MultiLinePlot OHLCPlot StackedBarPlot StackedLinePlot BoxWhiskerPlot GroupVersaPlot PieChart PolarPlot PolarLinePlot PolarScatterPlot AntennaPlot AntennaLinePlot 4 QCChart2D for Net AntennaScatterPlot ChartShape AntennaLineMarkerPlot ChartSymbol Marker Background ChartZoom ChartImage 114 5 Configuring QCTAChart Datasources FinDataSourceBase FinGenericHistoricalDataSource FinGoogleHistoricalDataSource FinGoogleURL HistoricalDataSource FinGoogleCSVFileHistoricalDataSource FinGoogleURLIntradayDataSource FinMetaStockHistoricalDataSource FinMetaStockCSVFileHistoricalDataSource FinMetaStockURLHistoricalDataSource FinQuandlHistoricalDataSource FinQuandICSVFileHistoricalDataSource FinQuandIURL HistoricalDataSource FinYahooHistoricalDataSource FinYahooCSVFileHistoricalDataSource FinYahooURLHistoricalDataSource FinYahooURLIntradayDataSource FinGenericCurrentDataSource FinQuandlCurrentDataSource FinQuandIURLCurrentDataDataSource FinYahooCurrentDataSource FinYahooURLCurrentDataSource Before you can chart stocks you need to acquire the historical OHLCV data for the stocks you want to consider You might already have this information in files
168. ee FinYahooURLCurrentDataSource 72 73 115 129 131 132 138 238 252 253 289 296 297 FinYahooURLHistoricalDataSource sss FinGoogleURLHistoricalDataSource 117 FinYahooURLHistoricalDataSource 72 73 115 116 117 120 129 130 132 138 238 252 253 289 296 297 FinYahooURLIntradayDataSource eese FinYahooURLIntradayDataSource 72 73 115 116 Fixed BOLS ZE deed art EE EE FIXED box size 153 154 223 225 226 227 231 244 245 249 Fixed Box Size using ATR Average True Range Fixed Box Size using ATR Average True Range E 226 244 FloatingBarPlot ect itte FloatingBarPlot sssssss 94 97 113 Free Data SourceS ennaii renin in free data SOUICeS srt teure eee pd 5 Google Finance ee hat dde reds Google Finance sss 5 6 72 73 115 GroupBarPlot nente eie pie ne sene GroupBarPlot sss 94 98 113 GroupDataset nee deete tee rete eee nd GroupDoataset esses 82 83 85 113 Gro upPlot 3 emere E eaten GroupPlot 93 94 95 96 97 98 99 100 101 113 High Low Method eene High Low method sss 232 249 Histogr mbPlot creen RE e PIRE qs HistogramPlot sssssss 94 99 113 Image Rendering a eee tnde tenen BufferedImage 111 113 257 263 264 26
169. eeks months or years The scale can exclude weekends for example Friday October 20 2000 is immediately followed by Monday October 23 2000 A day can also have a custom range for example a range of 9 30 AM to 4 00 PM The chart time axis excludes time outside of this range This makes the class very useful for the inter day display of financial market information stock bonds commodities options etc across several days months or years 0 00 00 ElapsedTimeAxis 8 00 00 16 00 00 1D 0 00 00 Time The elapsed time axis is very similar to the linear axis and is subclassed from that class The main difference is the major and minor tick mark spacing calculated by the CalcAutoAxis method takes into account the base 60 of seconds per minute and minutes per hour and the base 24 of hours per day It is a continuous linear scale 89 4 QCChart2D for Net Polar Axes 4 polar axis consists of the x and y axis for magnitude and the outer circle for the angle PolarAxes This class has three separate axes two linear and one circular The two linear axes scaled for the magnitude of the polar scale form a cross with the center of both axes at the origin 0 0 The third axis is a circle centered on the origin with a radius equal to the magnitude of the polar scale This circular axis represents 360 degrees or 2 Pi radians of the polar scale and the tick marks that circle this axis are spaced at equal degree intervals 9
170. einitalizing the charts his ResetTechnicalCharts main title his MainTitleString Point and Figure Chart Choose the stock for the initial chart from the stocks entered into finChartData this CurrentTickerString INTC Set zoom flag true FinPointAndFigureChartPlot plotobj this AddPrimaryChartPointAndFigure QE ow oer plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT TRADITIONAL Build the chart using the given parameters this Buildchart i VB Public Sub InitializeChart Me PreferredSize New Size 800 600 Dim idStrings As String BA INTC IBM TXN AMAT CSCO Dim tickerStrings As String BA INTC IBM TXN AMAT CSCO Dim startdate As New ChartCalendar 2008 ChartObj JULY 2 ChartCalendar enddate new ChartCalendar 2014 ChartObj AUGUST 25 Dim enddate As New ChartCalendar Todday Dim finStockData As New FinYahooURLCurrentDataSource Dim finStockHistoricalData As New FinYahooURLHistoricalDataSource 238 QCTAChart Technical Analysis Charting Tools For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i Next Dim finChartData As New FinChartData finStockHistoricalData finStockData idStrings startdate enddate Add all of the column items to the table finChartD
171. ement 0 02 Step Max 02 Main Title The marketis ready to make a major move Add Stock Add Stock Stock ID Ticker Symbol Reset to Defaults Secondary Charts Load Plotted Datasets Up to three stocks can be compared in the Primary chart All technical indicators reference the first of the three stocks Plotted Datasets First Index NTC Plot Type OHLC v 149 6 Display Stock Data in the Primary Chart First First of the plotted stocks Index The first plot item in the chart selected from the available stocks in the attached FinChartData object Plot Type The plot type for the first plot Line OHLC OHLC Bar Candlestick Candlestick Volume Mountain Point and Figure or Renko Attributes Set the attributes of the plot The actual dialog depends on the Plot Type This includes color line thickness fill color and item width In the case of the more complex plot types such as the Point and Figure plot and the Renko plot it also includes plot specific items such as pricing mode box size reversal count and other parameters Line Plot Attributes ES Edit Line Plot Attributes Line T ext Color Line Style Line Thickness Line Alpha ETE i 25 E m Dash v Attribute options for line plots Line Text Color Primary color of the line object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot
172. en add a Primary chart to the view 141 6 Display Stock Data in the Primary Chart m rex File Exit En The market is ready to make a major move Ticker Name Open Days High Days Low Previous Close Low 52 Wee INTC Intel Corporation 34 19 34 90 34 16 34 24 23 44 IBM International Bus 164 73 164 75 161 89 164 16 TXN Texas Instruments 51 55 52 08 51 35 51 55 AMAT Applied Materials 22 35 22 85 22 35 22 48 CSCO Cisco Systems In 26 41 26 74 26 40 26 465 2005 2006 2007 2008 2008 5 18 14 INTC 0 23 43 H 29 59L 29 28 C 23 54 V 33963893 82 Boll Bands 20 2 000 LL 25 07 UL 29 87 MA 27 47 4 07 14 65 23 44 6 30 14 7 07 14 74 14 2014 4 07 14 4 14 14 4 21 14 4 28 14 5 05 14 5 12 14 5 19 14 5 27 14 85 02 14 6 09 14 6 16 14 8 23 14 68 30 14 7 07 14 7 14 14 2014 El Slow Stoch 4 iip The FinChartView can hold one data table one Zoom chart one Primary chart and as many Secondary charts as are practical give the space limitations With the exception of the Primary chart all other items are optional C this FinZoomFlag true this AddPrimaryChart TXN FinChartConstants PRIMARYCHART LINEAR ChartObj OHLC this MainTitleString Texas Instruments is about to Pop this AddBollingerBandsToPrimaryChart VB Me FinZoomFlag True Me AddPrimaryChart TXN FinChartConstants PRIMARYCHART LINEAR ChartObj OHLC Me MainTitleString Texas Instruments is about to Pop Me AddBollingerBandsToPrimaryChart
173. er _ C4 public ChartPrint ChartView component int nsizemode ha component Specifies the ChartView object to be printed nsizemode Specifies the printer mapping mode Use one of the mapping mode constants 257 11 File and Printer Rendering Classes PRT MAX Print the view so that paper is used maximally Text prints proportional to other objects aspect ratio is NOT maintained PRT_EXACT Print the view at the same size as the screen at least as far as Net maintains a one to one correspondence in the printing engine The aspect ration of the view is maintained PRT_RECT Print the view to the specified rectangle specified using the SetPrintRect method and normalized coordinates Call the ChartPrint DoPrintDialog method after creating the ChartPrint object Then call the ChartPrint DoPrintPage method rendering the chart to the printer If the DoPrintDialog method is not called prior to DoPrintPage the DoPrintPage method automatically invokes the DoPrintDialog method Subsequent calls to DoPrintPage will not invoke the DoPrintDialog method ChartPrint example extracted from the example program YahooDataSourceExample Form1 C using System using System Collections Generic using System ComponentModel using System Data using System Drawing using System Ling using System Text using System Windows Forms using System IO using System Drawing Imaging using com quinncurtis chart2dnet using com quin
174. er limit There are entire books written about Bollinger Band trading strategies including one by John Bollinger Bollinger on Bollinger Bands the man who invented the indicator So don t expect their practical use to be as cut and dry as the buy sell signals described above Bollinger Band Formulas K Standard deviation multiple usually equal to 2 for all 1 SD StandardDeviation of the previous N usually 20 values in the N period SMA UpperBand i SMA i 1 K SD LowerBand i SMA i 1 K SD 41 2 QCTAChart and Technical Analysis Parabolic SAR ES Form1 Dox The market is ready to make a major move CO Full Scale 40 2005 2006 2007 2008 2009 10 21 14 INTC 0 31 47 H 32 41 L 31 38 C 32 40 V 33064095 68 Parabolic S amp R 0 020 0 020 0 200 29 46 10 01 14 11 03 14 The Parabolic SAR is used by traders to set stop loss orders for a stock In the example above the green dots represent the Parabolic SAR indicator The Parabolic SAR Parabolic Stop and Reverse is probably the strangest looking indicator The Parabolic in the name comes from the accelerating rise and fall of the indicator around the source signal The well known market technician J Welles Wilder created the indicator and described it in his book New Concepts in Technical Trading Systems Published in 1978 the book also describes a number of other Welles indicators including the Average True Range the Directional M
175. ered an oscillator cycling between 0 and 100 it was create by market technicians Gene Quong and Avrum Soudack It uses both the Typical Prices for a period and the period volume in its calculation It is sometimes referred to as a volume adjusted RSI indicator Trading Strategies Money Flow Action Limits Set high overbought and low oversold thresholds for action limits Recommended value for the high limit is 80 and the low limit is 20 Buy when The Money Flow indicator drops below the lower threshold and then rises back above it A reverse of the indicator to the upside while the overall stock trend is down The money flow reversal is considered a leading indicator of the future stock trend Sell when The Money Flow indicator crosses to above the overbought level and then falls back below it A reverse of the indicator to the downside while the overall stock trend is up The money flow reversal is considered a leading indicator of the future stock trend 48 QCTAChart Technical Analysis Charting Tools Formula Calculate the Typical Price for each period High Low Close 3 Calculate the Raw Money Flow for each period Typical Price x Volume For each period calculate as separate values the positive money flow over the previous N periods usually 14 and the negative money flow over the same time frame Calculate the Money Flow Ratio as the ratio Positive Money Flow Negative Money Flow Normalize Money flow ratio
176. ering makes it easier to identify short and long term trends in stock movement A single simple moving average MA is often compared to original signal When the original signal passes up and through the SMA that can be considered a buy signal 34 QCTAChart Technical Analysis Charting Tools EB Form1 Der The market is ready to make a major move C Full Scale S40 2005 2006 9 17 14 INTC 34 75 SMA 50 33 69 8 01 13 S D3 13 11 01 13 1 02 14 2 03 14 4 09 14 5 01 14 6 02 14 7 01 14 8 01 14 9 02 14 11 03 14 2013 2014 It is often considered a buy signal when the stock prices breaks through the 50 day moving average It is considered a buy signal when the blue OHLC data passes up and through the 50 point SMA above The opposite is also true it is considered a sell signal if the signal drops below the SMA Often times two or more moving averages of different lengths acting on the same underlying signal are compared and conclusions made based on intersection points between the SMA signals If the shorter of two SMA signals passes up and through the longer it is considered a buy signal If the shorter of the two SMA signals passed down and through the longer it is considered a sell signal 35 2 QCTAChart and Technical Analysis ES Form1 The market is ready to make a major move oO fee 40 2005 2006 11 13 14 INTC 33 68 SMA 15 33 50 B 01 13 903 13 11 01 13 102 14 2 03 14 4 01 14 5 01 14 6 02 14 7 01
177. erneath the Primary stock chart Chapter 8 describes how to add Financial Chart Objects trend lines annotation text horizontal and vertical data markers and Fibonacci overlays to the Primarystock chart Chapter 9 describes how to create Point and Figure charts using the software Chapter 10 describes how to create Renko charts using the software Chapter 11 describes how to print the charts and save them to image files Chapter 12 describes how to regionalize the software for non USA English markets Chapter 13 is a tutorial that describes how to use QCTAChart to create Windows applications using Visual Studio Net Visual C and Visual Basic Tutorials Chapter 13 is a tutorial that describes how to get started with the QCTA Chart charting software Customer Support Use our forums at http www quinn curtis com ForumFrame htm for customer support Please do not post questions on the forum unless you are familiar with this manual and have run the examples programs provided We try to answer most questions by referring to the manual or to existing example programs We will always attempt to answer any question that you may post but be prepared that we may ask you to create and send to us a simple example program The program should reproduce the problem with no or minimal interaction from the user You should strip out of any code not directly associated with reproducing the problem You can either your own example or a modified versio
178. es data structures and specialized rendering routines used for the static and dynamic display of technical analysis charts The chart template uses pre programmed classes that create manage and display the technical analysis charts and tables The template can be further customized using methods and properties The programmers can customize the plot objects created in the template allowing tremendous flexibility in the look of the technical charts Technical Analysis Charting Tools for Net Dependencies The QCTAChart class library builds on the QCChart2D software package You must use the version of QCChart2D which ships with the QCTA Chart software It uses the classes found in that software and standard classes that ship with the Microsoft Net API It also makes use of the open source Newtonsoft Json library for some JSON parsing see http james newtonking com json No other software is required Directory Structure of QCTAChart for Net The QCTA Chart class library uses the standard directory structure also used by the QCChart2D QCSPCChart and QCRTGraphics software It adds the QCTAChart directory structure under the Quinn Curtis DotNet folder For a list of the folders specific to QCChart2D see the manual for QCChart2D QCChart2DNetManual pdf QCTAChart Technical Analysis Charting Tools Drive Quinn Curtis Root directory DotNet Quinn Curtis Net based products directory Docs Quinn Curtis Net related documentation di
179. es do Instead it plots price against changes in direction by plotting a column of Xs as the price rises and a column of Os as the price falls As long the stock price is increasing and does not backtrack by more than a multiple usually 3 of the box size the price increase is displayed as an increasing vertical column of Xs one X for each time the stock price breaks through the top of a box price level Once the trend reverses more than a multiple of the box value the column increments to the right and changes over to a column of O s which are plotted down as long as the stock price continues to drop without any significant reversals Many technicians like it because it filters out much of the normal up and down noise in the stock data and makes it very easy to identify trends up or down As in the example above it compresses the time frame so that many years of data eight in the example above can be displayed without crowding 23 2 QCTAChart and Technical Analysis ES Form1 The market is ready to make a major move C Ful Scale Jg 525 2005 2006 2007 2008 2009 12 04 08 0 8 19H 8 75L 8 09C 8 29 v 26946941 07 5 3 While not a traditional Point and Figure chart the floating bar version displays the same information using alternating bar colors instead of the Xs and Os A good book on the subject is Point and Figure Charting by Thomas J Dorsey More detailed description of our Point and Figure chart implement
180. estern Eastern Southern Northern Sales Sales Sales Sales Region Region Region Region In addition to the predefined formats programmers can define custom time date and numeric formats AxisLabels NumericAxisLabels StringAxisLabels TimeAxisLabels ElapsedTimeAxisLabels PolarAxesLabels AntennaAxesLabels This class is the abstract base class for all axis label objects It places numeric labels date time labels or arbitrary text labels at the major tick marks of the associated axis object In addition to the standard font options type size style color etc axis label text can be rotated 360 degrees in one degree increments This class labels the major tick marks of the LinearAxis and LogAxis classes The class supports many predefined and user definable formats including numeric exponent percentage business and currency formats This class labels the major tick marks of the LinearAxis and LogAxis classes using user defined strings This class labels the major tick marks of the associated TimeAxis object The class supports many time 23 59 59 and date 5 17 2001 formats It is also possible to define custom date time formats This class labels the major tick marks of the associated Elapsed TimeAxis object The class supports HH MM SS and MM SS formats with decimal seconds out to 0 00001 i e 12 22 43 01234 It also supports a cumulative hour format 101 51 22 and a couple of day formats 4 5 51 22 4D 5
181. from the UserTA ChartControll class that you already created Create an inherited control by selecting Project Add Inherited Control Give the inherited control a unique name i e UserChartInheritedControl1 When you select Open choose UserTAChartControll in the Inheritance Picker The result is new control added to the project Build the solution and the UserChartInheritedControll control is added to the Toolbox in addition to the 295 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications UserTAChartControll e Look atthe UserTAChartControll class The chart is created in the InitializeChart method Until this method is called the UserTAChartControll appears as an empty shell Sometimes it helps to call this method from somewhere outside of the class to avoid problems associated debugging errors in user controls at design time Click on the UserTAChartControll form in design mode and a load event will be added to the code You can add the InitializeChart call there We have also added the IsDesignerHosted method to prevent the chart from initializing if the control is in Designer Mode as opposed to Runtime Mode Public ReadOnly Property IsDesignerHosted As Boolean Get If LicenseManager UsageMode LicenseUsageMode Designtime Then Return True End If Dim ctrl As Control Me While ctrl IsNot Nothing If ctrl Site IsNot Nothing AndAlso ctrl Site DesignMode Then Return True End If ctrl ctrl Parent
182. g Exp MA v Enable Enable the MACD indicator chart Fast Period The fast period used in the MACD chart Slow Period The slow period used in the MACD chart Smoothing The moving average type Specify Simple moving average exponential moving average or Wilder exponential moving average Attributes Plot object attributes ES MACD Indicator Attributes Line Style Line Thickness a s Dash v Solid Dash v Soia N Dash vi Attribute options for MACD Indicator Fast MACD Line Slow MACD Line Signal MACD Line Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 189 7 Secondary Chart Options Rate of Change 7 Enable Attributes Period 12 Rate of Change Create a Rate of Change indicator chart Enable Enable the Rate of Change indicator chart Period The period used in the Rate of Change calculation Attributes Plot object attributes H Rate of Change Indicator Attributes SEE Color Line Style Line Thickness gH om c Dash M Attribute options for Rate of Change Indicator Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Average Directio
183. g routines are integrated in the FinChartView class So you create a FinChartData object with a portfolio of stocks use that to initialize the FinChartView and then add a Point and Figure chart as the Primary Chart for the FinChartView using AddPrimaryChartPointAndFigure See the example PointAndFigureExample PointAndFigureUserControll C public void InitializeChart ct his PreferredSize new Size 800 600 tring idStrzibnuys BA INTO IBM TAN AMAT OSCO jy Exing tickerStrings BA INTO IBN TAN AMAT CSCO jy nn Q hartCalendar startdate new ChartCalendar 2008 ChartObj JULY 2 hartCalendar enddate new ChartCalendar 2014 ChartObj AUGUST 25 Q FinYahooURLCurrentDataSource finStockData new FinYahooURLCurrentDataSource FinYahooURLHistoricalDataSource finStockHistoricalData new FinYahooURLHistoricalDataSource for int 1 Of i lt idStrings Length i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i FinChartData finChartData new FinChartData finStockHistoricalData finStockData idStrings startdate enddate Add all of the column items to the table finChartData AddAllColumnItems Initially turn the table off this EnableFinChartTable false Assign FinChartView s data InitFinChartView finChartData only needed if you are r
184. geformat object and returns a reference the resulting bitmap BufferedImage example extracted from the example program YahooDataSourceExample Form1 C This routine displays a dialog box in response to an event that prompts the user for the name and file type of the image to be saved The file type is derived from the file extension The chart represented by this object is saved to the file using the specified format public void SaveAsFile FinChartView chartview object sender System EventArgs e 263 11 File and Printer Rendering Classes String filename this Name SaveFileDialog imagefilechooser new SaveFileDialog imagefilechooser Filter Image Files BMP JPG GIF TIFF BENG BMP JEG GIF TIFF PNG All files PE M a imagefilechooser FileName filename if imagefilechooser ShowDialog DialogResult OK filename imagefilechooser FileName FileInfo fileinformation new FileInfo filename String fileext fileinformation Extension fileext fileext ToUpper ImageFormat fileimageformat if fileext BMP fileimageformat ImageFormat Bmp else if fileext JPG fileext JPEG fileimageformat ImageFormat Jpeg else if fileext GIF fileimageformat ImageFormat Gif else if fileext TIF fileext TIFF fileimageformat ImageFormat Tiff else if fileext PNG fileimageformat ImageFormat
185. gend item objects display in a row or column format Each legend item contains a symbol and a descriptive string The symbol normally associates the legend item to a particular plot object and the descriptive string describes what the plot object represents BubblePlotLegend This class is a concrete implementation of the Legend class and it is a legend class used exclusively with bubble plots The legend item objects display as offset concentric circles with descriptive text giving the key for the value associated with a bubble of this size Grid Classes Grid PolarGrid AntennaGrid 107 4 QCChart2D for Net Grid lines are perpendicular to an axis extending the major and or minor tick marks of the axis across the width or height of the plot area of the chart Grid This class defines the grid lines associated with an axis Grid lines are perpendicular to an axis extending the major and or minor tick marks of the axis across the width or height of the plot area of the chart This class works in conjunction with the LinearAxis LogAxis and TimeAxis classes PolarGrid This class defines the grid lines associated with a polar axis A polar chart grid consists of two sets of lines The first set is a group of concentric circles centered on the origin and passing through the major and or minor tick marks of the polar magnitude horizontal and vertical axes The second set is a group of radial lines starting at the origin and extending to t
186. gradient that is applied wherever the color fill attribute is normally used 84 QCTAChart Technical Analysis Charting Tools Auto Scaling Classes AutoScale LinearAutoScale LogAutoScale TimeAutoScale ElapsedTimeAutoScale Usually programmers do not know in advance the scale for a chart Normally the program needs to analyze the current data for minimum and maximum values and create a chart scale based on those values Auto scaling and the creation of appropriate axes with endpoints at even values and well rounded major and minor tick mark spacing is quite complicated The AutoScale classes provide tools that make automatic generation of charts easier AutoScale This class is the abstract base class for the auto scale classes LinearAutoScale This class is a concrete implementation of the AutoScale class It calculates scaling values based on the numeric values in SimpleDataset and GroupDataset objects Linear scales and axes use it for auto scale calculations LogAutoScale This class is a concrete implementation of the AutoScale class It calculates scaling values based on the numeric values in SimpleDataset and GroupDataset objects Logarithmic scales and axes use it for auto scale calculations TimeAutoScale This class is a concrete implementation of the AutoScale class It calculates scaling values based on the ChartCalendar values in TimeSimpleDataset and TimeGroupDataset objects Date time scales and axes use it for auto scale
187. hart MACDAttribute LineWidth 2 MACD signal line attribute macdchart MACDSignalAttribute PrimaryColor Color Purple macdchart MACDSignalAttribute LineWidth 2 MACD histogram attribute macdchart MACDHistogramAttribute PrimaryColor Color Purple macdchart MACDHistogramAttribute LineWidth 2 VB MACD line attribute Dim macdchart As FinMACDIndicatorPlot Me FinMACDIndicatorPlot macdchart MACDAttribute PrimaryColor Color Purple macdchart MACDAttribute LineWidth 2 MACD signal line attribute macdchart MACDSignalAttribute PrimaryColor Color Purple 181 7 Secondary Chart Options macdchart MACDSignalAttribute LineWidth 2 MACD histogram attribute macdchart MACDHistogramAttribute PrimaryColor Color Purple macdchart MACDHistogramAttribute LineWidth 2 Volume charts Volume represents the number of shares or contracts which traded during a period of time Since it is part of the standard OHLCV price packet available in historical data feeds it gives valuable information about the significance of the price action of a stock A price movement in either direction is considered more relevant if is is simultaneous with a large increase in share volume If you are monitoring the trend of a stock and that stock suddenly reverses the trend that is the time to check the volume to see if the reversal was accompanied by a sharp increase in the trading volume If not then that can be a sign that there is no c
188. hart object classes includes all objects placeable in a chart That includes axes axes labels plot objects line plots bar graphs scatter plots etc grids titles backgrounds images and arbitrary shapes These classes directly and indirectly System EventHandler delegates that trap mouse events and permit the user to create and move data cursors move plot objects display tooltips and select data points in all types of graphs These classes render the chart image to a printer to a variety of file formats including JPEG and BMP or to a Net Image object Other classes use these for data storage file I O and data processing A summary of each category appears in the following section 81 4 QCChart2D for Net Chart Window Classes System Windows Forms UserControl ChartView The starting point of a chart is the ChartView class The ChartView class derives from the Net System Windows Forms UserControl class where the UserControl class is the base class for the Net collection of standard components such as menus buttons check boxes etc The ChartView class manages a collection of chart objects in a chart and automatically updates the chart objects when the underlying window processes a paint event Since the ChartView class is a subclass of the UserControl class it acts as a container for other Net components too Data Classes ChartDataset SimpleDataset TimeSimpleDataset ElapsedTimeSimpleDataset ContourDatase
189. harting Tools e You will be asked to browse to a class to inherit from Browse to the Quinn Curtis DotNet lib folder and select the QCTA ChartNet dll file The Inheritance Picker will then ask you to select the component you want to inherit from In this case there is only one option which is FinChartView Then click OK and the UserTAChartControll class should be added to you project Inheritance Picker Specify the component to inherit From Component Name Namespace Location FinChartView com quinncurtis tachartnet F Quinn Curtis DotNetilib OCTAChartNet dll i New component name UserTAChartControl1 View the UserTAChartControll cs code This adds a local version of the control to the project The C form code should now look like using System using System Collections Generic using System ComponentModel using System Data using System Drawing using System Text using System Windows Forms namespace TAChartApplicationl public partial class UserTAChartControll com quinncurtis tachartnet FinChartView public UserTAChartControll InitializeComponent Note that the file uses a class modifier of partial This means that there is more code associated with the class in the related UserTA ChartControll Designer cs file Normally you will not need to edit that file e Critical Step Make sure you add the following lines to the top of the UserTAChartControll cs code to resolve the QCTA Chart and
190. hchart As FinStochasticIndicatorPlot Me AddStochasticIndicatorChart Stochastic line attributes stochchart StochasticAttribute PrimaryColor Color Red stochchart StochasticAttribute LineWidth 1 Fast Stochastic line attributes stochchart StochasticFastAttribute PrimaryColor Color Green stochchart StochasticFastAttribute LineWidth 1 Slow Stochastic line attributes Stochchart StochasticSlowAttribute PrimaryColor Color Green stochchart StochasticSlowAttribute LineWidth 1 Williams R Williams R was developed by Larry Williams a publisher of trading and technical analysis materials to indicate overbought and oversold market conditions for a stock Similar to the Stochastic indicator it compares a stock s close to the high low range over a certain period of time usually 14 days For some strange reason the indicator is normalized in the range 0 0 to 100 so that an overbought condition is represented by the indicator above the 20 line and an oversold condition represented by the indicator below 80 A value of 100 for the index means that the close today was at the lowest low of the past N days and a value of 0 for the index means that a close today was at the highest high of the past N days When it is plotted the Williams R indicator looks the same as the Stochastic K indicator except that the y axis values are shifted down by 100 More details are found in Chapter 2 Introduction to QCTAChart and Technical
191. he downside color ELSE Do nothing The High Low method produces more fluctuations in the resulting chart than the Close method Close Method Here is the basic algorithm for the Close method IF Close breaks out of the current box into a new higher box 249 10 Renko Charts Advance one column and draw the new box using the upside color ELSE Close breaks out of the current box into a new lower box Advance one column and draw the new box using the downside color ELSE Do nothing Typical Price Method The Typical Price for each OHLC event is calculated as High value Low value Close value 3 IF Typical Price breaks out of the current box into a new higher box Advance one column and draw the new box using the upside color ELSE Typical Price breaks out of the current box into a new lower box Advance one column and draw the new box using the downside color ELSE Do nothing The Renko Price mode can be set using the Attribute dialog for the chart found in the Primary Chart Dialog page Plotted Datasets First Index v Plot Type Renko v Select the Attribute box the blue box above and the Renko dialog will appear Set the Pricing Mode combo box to the value you want Pricing Mode High Low Cose If you want to set the Pricing Mode property under program control set the appropriate FinRenkoChartPlot 250 QCTAChart Technical Analysis Charting Tools parameter as returne
192. he outermost edge of the polar plot circle passing through the major and minor tick marks of the polar angle circular axis This class works in conjunction with the PolarAxes class AntennaGrid Analogous to the PolarGrid this class draws radial and circular grid lines for an Antenna chart Chart Text Classes ChartText ChartTitle AxisTitle ChartLabel NumericLabel TimeLabel StringLabel ElapsedTimeLabel The chart text classes draw one or more strings in the chart window Different classes support different numeric formats including floating point numbers date time values and multi line text strings International formats for floating point numbers and date time values are also supported ChartText This class draws a string in the current chart window It is the base class for the ChartTitle AxisTitle and ChartLabel classes The ChartText class also creates independent text objects Other classes that display text also use it internally ChartTitle This class displays a text string as the title or footer of the chart AxisTitle This class displays a text string as the title for an axis The axis title position is outside of the axis label area Axis titles for y axes are rotated 90 degrees ChartLabel This class is the abstract base class of labels that require special formatting 108 QCTAChart Technical Analysis Charting Tools NumericLabel This class is a concrete implementation of the ChartLabel class and it displays f
193. he signal line respectively Special Note Some packages use a SMA Simple Moving Average rather than an EMA Exponential Moving Average in the calculations That is not how the MACD is normally defined though 57 2 QCTAChart and Technical Analysis Volume charts EE Form1 DA The market is ready to make a major move Full Scale 2005 2006 5 27 14 TXN 45 73 EMA 9 45 32 EMA 5D 44 97 10 01713 11 01 13 12 02 13 1 02 14 2 03 14 3 D3 14 4 D1 14 5 01 14 6 02 14 8 01 14 9 02 14 10 0114 11 034 2013 2014 5 27 14 Volume 1 4533436 40 Volume 13 5570069 11 10 01 13 11 0143 12 02 13 1 02 14 2 03 14 3 03 14 4 1 14 5 01 14 6 02 4 VOV 8 01 44 9 02 4 10 0114 11 0314 i 2013 2014 4 Traders expect that major changes in the direction of a trend are accompanied by high volume Volume represents the number of shares or contracts which traded during a period of time Since it is part of the standard OHLCV price packet available in historical data feeds it gives valuable information about the significance of the price action of a stock A price movement in either direction is considered more relevant if is is simultaneous with a large increase in share volume If you are monitoring the trend of a stock and that stock suddenly reverses the trend that is the time to check the volume to see if the reversal was accompanied by a sharp increase in the trading volume If not then that can be a sign that there is no conviction
194. he stock OHLC source has prices in the range 10 to 700 if the current three month view has a range of 500 700 the chart will automatically scale for 500 to 700 displaying the data with maximum resolution 33 2 QCTAChart and Technical Analysis Synchronize scrolling panning and zooming of all chart windows ES Form1 DEK The market is ready to make a major move 2005 2006 4 15 13 INTC 20 65 Bol 20 2000 LL 1953 UL 2090 MA 20 22 51014532 33 Fast Stoch i The scrollbar at the bottom and the Zoom window at the top control the current view of the data The Zoom window at the top will shift the time scale left or right just like the scrollbar if you click and drag the zoom box If you click and drag on the left or right edge of the zoom box it changes the extent of the time scale The Primary chart window and the Secondary indicator charts are synchronized Only the zoom window above the Primary chart is fixed If you pan left or right using the scroll bar or the zoom chart or change the chart range using the zoom chart all of the charts will show the same time frame with data values aligned vertically from chart to chart A vertical data cursor will display data values for the chart at the top of each charts plot area Technical Indicator overlays for the Primary chart Simple moving averages Simple moving averages SMA are a easy way to filter out random noise or price fluctuations from a signal Filt
195. he trial version of the SOFTWARE The termination date of the trial SOFTWARE is embedded in the downloaded SOFTWARE and cannot be changed You must pay the license fee for a Developer License of the SOFTWARE to continue to use the SOFTWARE after the thirty 30 days If you continue to use the SOFTWARE after the thirty 30 days without paying the license fee you will be using the SOFTWARE on an unlicensed basis Redistribution of 30 Day Trial Copy Bear in mind that the 30 Day Trial version of the SOFTWARE becomes invalid 30 days after downloaded from our web site or one of our sponsor s web sites If you wish to redistribute the 30 day trial version of the SOFTWARE you should arrange to have it redistributed directly from our web site If you are using SOFTWARE on an evaluation basis you may make copies of the evaluation SOFTWARE as you wish give exact copies of the original evaluation SOFTWARE to anyone and distribute the evaluation SOFTWARE in its unmodified form via electronic means Internet BBS s Shareware distribution libraries CD ROMs etc You may not charge any fee for the copy or use of the evaluation SOFTWARE itself You must not represent in any way that you are selling the SOFTWARE itself You must distribute a copy of this EULA with any copy of the SOFTWARE and anyone to whom you distribute the SOFTWARE is subject to this EULA C Redistributable License The standard Developer License permits the programmer to deploy and or distri
196. i i i i i i i i i i 2014 A filled version of the line plot is called a Mountain plot A Mountain plot is just a line plot with the area under the line filled down to the x axis 20 QCTAChart Technical Analysis Charting Tools Equi volume candlestick plot The market is ready to make a major move J Full Scale 25 2011 2012 10 16 14 AMAT 0 19 09 H 19 95L 5 C 18 87 V 17520500 00 p 3 3 p T f i 3 T mef 10 06 14 10 13 14 10 20 14 10 27 14 11 03 14 11 1014 11 7514 The Equi volume plot is a Candlestick plot which uses a variable width for the candlestick box The item width is set proportional to the volume for that time period adding another dimension to the chart There is a variant of the Candlestick plot called the Equi volume plot The variant is that relative volume information for each candlestick is encoded in the candlestick width We do not implement the traditional Equi volume because it uses a very irregular x axis which will not sync up with our other technical indicator plots Instead we look at the data in the current view of the chart and assign the maximum candlestick width to the maximum Volume value from the OHLCV data in the current view That volume is assigned a width of 1 0 and all other candlesticks are assigned widths less than one equal to the ratio of Volume Maximum Volume When you look at a Equi volume plot you will immediately see which
197. ic The Stochastic indicator was developed by George Lane president of Investment Educators Inc Watseka IL It is based on the assumption that as prices trend upwards closing prices tend to be in the upper part of the periods OHLC price range And the opposite is true in down trends closing prices tend to be in the lower part of the periods OHLC price range Formulas The first line in the Stochastic indicator is the K line The K line is calculated as K i 100 Close 1 L14 1 H14 1 L14 1 where Close i is the periods closing price L14 i is the lowest low for the last Nk periods and H14 i is the highest high for the last Nk periods where Nk is usually 14 periods This results in a value of 0 to 100 A K i value of over 80 means that the closing price is very near the top of the OHLC range and a value of under 20 means that the closing price is near the bottom of the OHLC range The second line in the Stochastic indicator is the D line The D line is calculated as a simple Nd point moving average of the K line where Nd is usually 3 periods So it is just a slower smoother version of K line The 3 period smoothed version of D is known as the Fast Stochastic indicator If 96D is smoothed using a 3 period 53 2 QCTAChart and Technical Analysis average then it becomes the Slow Stochastic indicator The Slow Stochastic indicator is the more widely used One confusing item is that both the Fast Stochastic and the
198. ical Analysis Charting Tools FinChartConstants POINT AND FIGURE PLOT TRADITIONAL FinChartConstants POINT AND FIGURE PLOT BARS Combining Point and Figure Charts with Secondary Chart Technical Indicators The Point and Figure plot and the Renko plot is a special case in the FinChartView Primary chart This is because it uses a unique coordinate system which does not match up with the more traditional linear sequential event based coordinate system used in the standard FinChartView Primary plot types Line OHLC Candlestick Bar and Mountain As you see in the examples the coordinate system is non linear with respect to time in the x axis and also non linear in the y axis in the Traditional and Percentage modes Since its x axis coordinate system is unique to the underlying data it will not sync exactly when zooming panning and scrolling with the other Secondary chart technical indicator plots displayed in the FinChartView Instead only the starting and ending dates will sync All other dates between the endpoints will be out of sync ES Form1 Point and Figure Chart Renko Chart Point and Figure Chart 2011 2012 2013 2014 wnjueulojN When a Point and Figure chart or a Renko chart is displayed in the Primary chart window the technical indicators in the secondary window s will only be in sync at the endpoints Creating a Point and Figure chart 237 9 Point and Figure Charts The Point and Figure chartin
199. iew BuildChart call C public FinArrow AddFinArrowToPrimaryChart bool update ChartEvent evl ChartEvent ev2 string text public FinArrow AddFinArrowToPrimaryChart bool update string text VB public FinArrow AddFinArrowToPrimaryChart update As Boolean evl As ChartEvent _ ev2 As ChartEvent _ text As String _ As FinArrow Public Function AddFinArrowToPrimaryChart _ update As Boolean _ text As String As FinArrow Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evi Type ChartEvent The arrowhead position in the chart ev2 220 QCTAChart Technical Analysis Charting Tools Type ChartEvent The arrow tail position of the arrow text Type String The text string Return Value Returns the FinArrow object created Examples In this case a default arrow created in the middle of the current display and it is up to the user to reposition the endpoints of the using the mouse C this AddPrimaryChart TXN ChartObj OHLC this BuildCharti this AddFinArrowToPrimaryChart true VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Me AddFinArrowToPrimaryChart True In this case the arrow is defined using OHLC events The user can still reposition the arrow once it is displayed on the chart C EventGroupDataset rawStockData this GetCurrentTickerData ChartEvent aevl ChartEvent aev2
200. igh low close volume As such it cannot be directly input to the plotting clases which expect a data set derived from a SimpleDataset Plotting classes in the simple category are the SimpleLinePlot SimpleLineMarkerPlot SimpleBarPlot and SimpleScatterPlot classes 129 5 Configuring QCTAChart Datasources These classes expect a dataset which has a single y value for each x value But it may be that you want to just plot a simple line plot of close values for a stock Or you might need to plot a bar plot of the volume values for a stock In that case you need to convert the source EventGroupDataset to an EventSimpleDataset One of the methods in the EventGroupDataset class is a conversion utility for doing that It takes one argument shich is the index of which value you want to convert Open 0 High 1 Low 2 Close 3 and Volume 4 The example below creates a EventSimpleDataset of Close index 3 values for the stock Intel finChartData GetFinChartData FinTimeSeriesDataset ds this ChartData GetTimeSeriesDatsetById Intel EventSimpleDataset esds ds ConvertToEventSimpleDataset 3 You can then reference the esds dataset in the creation of the constructors of the SimpleLinePlot SimpleLineMarkerPlot SimpleBarPlot and SimpleScatterPlot ChartAttribute attrib2 new ChartAttribute Color Blue 1 0 SimpleLinePlot thePlot2 new SimpleLinePlot pTransforml esds attrib2 thePlot2 SetFastClipMode ChartObj FASTCLIP X
201. illed background at the 25 limit level You can change the default limit level by changing the defaultHighLimitValue static property of the FinADXIndicatorPlot class C FinADXIndicatorPlot defaultHighLimitValue 80 FinADXIndicatorPlot adxchart this AddADXIndicatorChart VB FinADXIndicatorPlot defaultHighLimitValue 80 Dim adxchart As FinADXIndicatorPlot this AddADXIndicatorChart Changing the FinADXIndicatorPlot defaultHighLimitValue property will affect all ADX plots regardless of 165 7 Secondary Chart Options whether they are created programmatically or using the Secondary chart dialog Another way to change the limits which only affects the specific FinADXIndicatorPlot object is C FinADXIndicatorPlot adxchart this AddADXIndicatorChart adxchart HighLimitValue 80 VB Dim adxchart As FinADXIndicatorPlot this AddADXIndicatorChart adxchart HighLimitValue 80 Plot Object Colors If you want to change the colors of the lines in the ADX chart use methods found in the FinADXIndicatorPlot class Change the ADX line atributes using code similar to below C FinADXIndicatorPlot adxplot this AddADXIndicatorChart ADX line attributes adxplot AdxLinePlotAttribute PrimaryColor Color Red adxplot AdxLinePlotAttribute LineWidth 1 ADX DM line attributes adxplot AdxDMPLinePlotAttribute PrimaryColor Color Green adxplot AdxDMPLinePlotAttribute LineWidth 1 ADX DM line attrib
202. illiamsRIndicatorPlot defaultLowLimitValue 75 FinWilliamsRIndicatorPlot willimanshart this AddWilliamsRIndicatorChart VB FinWilliamsRIndicatorPlot defaultHighLimitValue 25 FinWilliamsRIndicatorPlot defaultLowLimitValue ES Dim willimanshart As FinWilliamsRIndicatorPlot Me AddWilliamsRIndicatorChart Changing the static limit properties will affect all Williams R plots regardless of whether they are created programmatically or using the Secondary chart dialog Another way to change the limits which only affects the specific FinWilliamsRIndicatorPlot object is Cz FinWilliamsRIndicatorPlot willimanshart this AddWilliamsRIndicatorChart willimanschart HighLimitValue 25 willimanschart LowLimitValue 75 VB Dim willimanshart As FinWilliamsRIndicatorPlot Me AddWilliamsRIndicatorChart willimanschart HighLimitValue 25 willimanschart LowLimitValue 75 Plot Object Colors If you want to change the colors of the lines in the Williams R chart use methods found in the FinWilliamsRIndicatorPlot class Change the Williams R line attributes using code similar to below C FinWilliamsRIndicatorPlot willimanschart this AddWilliamsRIndicatorChart willimanschart WilliamsRLinePlotAttribute PrimaryColor Color Purple willimanschart WilliamsRLinePlotAttribute LineWidth 2 VB Dim willimanschart As FinWilliamsRIndicatorPlot Me AddWilliamsRIndicatorChart willimanschart WilliamsRLinePlotAttribute
203. imageformat ImageFormat Png Else fileimageformat ImageFormat Bmp End If Dim savegraph As New BufferedImage chartview fileimageformat savegraph Render savegraph SavelImage filename End If End Sub This routine invokes the chart objects PageSetupItem method Public Sub PageSetup ByVal charview As FinChartView ByVal sender As Object ByVal e As System EventArgs If charview IsNot Nothing Then If printobj Is Nothing Then printobj New ChartPrint charview Else printobj PrintChartView End If printobj PageSetupItem sender charview e End If End Sub This routine invokes the chart objects printer setup dialog method Public Sub PrinterSetup ByVal charview As FinChartView ByVal sender As Object ByVal e As System EventArgs If charview IsNot Nothing Then If printobj Is Nothing Then printobj New ChartPrint charview Else printobj PrintChartView charview End If printobj DoPrintDialog i End If End Sub This routine invokes the chart objects PrintPreviewItem method Public Sub PrintPreview ByVal charview As FinChartView ByVal sender As Object ByVal e As System EventArgs If charview IsNot Nothing Then 261 11 File and Printer Rendering Classes If printobj Is Nothing Then printobj New ChartPrint charview Else printobj PrintChartView charview End If printobj PrintPreviewItem sender e End If End Sub This routine prints a chart by invoking the chart objects DocPrin
204. in file form and on line Since data in file form must be constantly updated in order to keep it current the best source is going to be on line Paid online data sources are going to cost anywhere from hundreds to tens of thousands of dollars per year depending on how many financial instruments you have access to there are tens of thousands how many historical data sets a day you expect to retrieve and the frequency of the historical data end of day EOD data minute by minute 5 second or even tick by tick This software is designed to work with any frequency of data What we don t have at this time are drivers for these paid historical data feeds Should you provide us with a specification for the URL query and the return data format we can probably create a custom data source module for you which will let you read data from that data source for little or no money Free Data Sources There are several free real time URL sources of historical stock data These are Yahoo Finance Google Finance and Quandl The use of historical data from these sources is completely free What you can t do is download historical data from them it s free after all and then sell or give it away to someone else That would be a copyright violation But you can use the data in your stock trading program s to make decisions about when to buy or sell stocks without paying them any royalties Most of the historical stock data is end of day EOD data It can
205. ing Average Bands Indicator Attributes Stochastic Indicator Attributes Stochastic Indicator Attributes MACD Indicator Attributes ACD Indicator Attributes Parabolic SAR Plot Parabolic SAR Plot Money Flow Indicator Attributes oney Flow Indicator Attributes Fast Fast Slow Slow Signal Signal ADX Line ADX Line ADX Indicator Attributes ADX Indicator Attributes Rate of Change Indicator Attributes Rate of Change Indicator Attributes Momentum Indicator Attributes Momentum Indicator Attributes RSI Indicator Attributes RSI Indicator Attributes Williams R Indicator Attributes Williams R Indicator Attributes Middle Middle Unable to retreive item Unable to retreive item using lookup symbol using lookup symbol Ticker data file for item Ticker data file for item not found at location not found at location Stock ID Stock ID Ticker Symbol Ticker Symbol Delete operation failed you must have at least one stock Delete operation failed you must have at least one stock 275 12 Regionalization for non USA Markets Technical analysis toolbox Technical analysis toolbox Show the data table Show the data table Edit data table options Edit data table options Secondary chart technical indicators dialog Secondary chart technical n indicators dialog Full scale mode
206. inuter15 Seconds morh ao 4 000 005 010 015 020 025 00000 00100 00200 00300 00400 10103 n Minute S Second 5 Second Second TTTTTTTTTTTTTTTTTTTA 0 00 00 0 01 00 0 02 00 00300 00000 00005 00040 00045 0 00 20 m m There are more than 40 different time date axes types appropriate for scales ranging from 1 second to 100 years 88 TimeAxis QCTAChart Technical Analysis Charting Tools Time Date Axes with Custom Hour Range 8 30 AM to 4 00 PM Dayf2 Hour 4 HouriHour pe tte oy FL a LEO 4 01 03 4 02 03 403 03 40403 830 12 00 8 30 12 00 10103 10203 2 HourHour Hout Minute sets ee lal 830 10 00 1200 1400 830 1000 830900 10 00 11 00 12 00 13 00 1400 uos 10203 4 0103 Hours Minute 15 Minute Minute TTTTTTTETTTTTTTTTTTITTTTTITTTTTITI frre Tae LTT 30 9 00 10 00 1100 30 8 45 9 00 9 15 930 10103 4103 5 Minute Minute Minute 1 Seconds poet a OO C 830 835 840 845 860 855 83000 83100 89200 83300 983400 40103 10103 Minute S Second 5 Second Second E E LA E 8 30 00 8 31 00 8 32 00 8 3300 8 30 00 99005 3040 3045 8 30 20 40103 4 04 03 Atime axis can be customized for non 24 hour range This class is the most complex of the axis classes It supports time scales ranging from 1 milliseond to hundreds of years Dates and times are specified using the Net ChartCalendar class The major and minor tick marks can fall on any time base where a time base represents seconds minutes hours days w
207. iod The period of the first exponential average Second Enable the second exponential moving average Period The period of the second exponential average Attributes Set the attributes of the plot Exponential Moving Average EMA Indicator Attributes ES Exponential MA Indicator Attributes Color Line Style Line Thickness First EMA ETNM E Desh Sgcond EMA J Ems 3 Dash I Attribute options for Exponential Moving Average EMA First EMA First of two EMA objects Second EMA Second of two SMA objects Color Primary color for the first EMA object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot 156 QCTAChart Technical Analysis Charting Tools Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Bollinger Bands Options for the Bollinger Bands overlay plot Bollinger Bands d Enable Attributes Period Bandwidth SD 2 Enable Enable the Bollinger Bands plot Period The period of the moving average used in the Bollinger Bands smoothing Bandwidth SD The bandwidth in Standard Deviations of the Bollinger Bands plot Fill Check and the area between the Bollinger Bands is filled with a trasparent color Attributes Set the attributes of the plot Bollinger Bands Indicator Attributes EE Bollinger Bands Indicator Attributes Line Style Line Thickness Fill Fill Alpha ETE 2 3 am
208. is a summary of the information in the QCChart2DNetManual PDF file It is not meant to replace that information Refer to that manual for detailed information concerning these classes QCChart2D for Net Class Summary The following categories of classes realize these design considerations Chart view class Data classes Scale transform classes Coordinate transform classes Attribute class Auto Scale classes Charting object classes Mouse interaction classes File and printer rendering Miscellaneous utility classes The chart view class is a UserControl subclass that manages the graph objects placed in the graph There are data classes for simple xy and group data types There are also data classes that handle System DateTime date time data and contour data The scale transform classes handle the conversion of physical coordinate values to working coordinate values for a single dimension The coordinate transform classes handle the conversion of physical coordinate values to working coordinate values for a parametric 2D coordinate system The attribute class encapsulates the most common attributes line color fill color line style line thickness etc for a chart object The coordinate transform classes use the auto scale classes to establish the minimum and maximum values used to scale a 2D coordinate system The axis classes also use the auto scale classes to establish proper tick mark spacing values The c
209. l Vertical Justify Sets vertical text justification of the numeric label Set the font you want to use and the text string and press OK The text string will appear at the selected xy position You can also define a text object by right clicking the mouse on the chart When you right click hold the mouse button down which brings up a local menu Select Add Text from the menu and release The dialog will appear where you can set the font and text string Then left click on the chart where you want the text to appear 213 8 Financial Chart Objects The text object can be moved into position by left click dragging anywhere on the text The FinText object does not change position even if the graph scaling changes You can add a trend line programmatically using the FinChartView AddFinTextToPrimaryChart method You MUST add it after the FinChartView BuildChart call Prototypes C public FinText AddFinTextToPrimaryChart bool update ChartEvent evl string text public FinText AddFinTextToPrimaryChart bool update ChartEvent evl string text int postype public FinText AddFinTextToPrimaryChart bool update string text VB public FinText AddFinTextToPrimaryChart update As Boolean _ evl As ChartEvent _ text As String _ As FinText public FinText AddFinTextToPrimaryChart update As Boolean _ evl As ChartEvent _ text As String postype As Inteter As FinText Public Function AddFinText
210. l for marking support and resistance levels Select the Hline option from the toolbar click on the chart at the desired location and a horizontal data marker will appear It can be moved in a vertical plane The y value of the marker is displayed on the left 61 2 QCTAChart and Technical Analysis EE Form1 DAR The market is ready to make a major move O Full Scale 25 2008 B 01 13 9 03 13 11 01 13 1 02 14 2 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B 01 14 9 02 14 11 03 14 2013 2014 A vertical data marker is useful for making important time period Similarly the VLine option will place a vertical data marker on the chart which can be moved in the horizontal plane The x value of the marker is displayed at the top 62 QCTAChart Technical Analysis Charting Tools Fibonacci Overlay ES Form1 The market is ready to make a major move 8 01 13 9 03 13 11 01 13 1 02 14 2 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B 01 14 9 02 14 11 03 14 2013 2014 A Fibonacci overlay is used to predict support and resistance levels for a stock A Fibonacci overlay is used in some types of technical analysis wave theory to identify support and resistance levels for a stock The values on the right of the horizontal lines in the example above 0 23 6 38 2 50 0 61 8 100 161 8 and 261 8 represent percentage values and are calculated using the famous Fibonacci sequence 0 1 1 2 3 5 8 13 21 34 55 89 144 233 How do
211. le IT The market is ready to make a major move C Full Scale 2005 2006 2007 2008 2009 2011 2012 818 14 8 25 14 9 02 14 9 DR 14 9 5 14 9 22 14 9 29 14 10 0644 10 1344 10 2044 310 2714 2014 11 10 14 Money Flow 14 84 61 MM ROC 12 10 48 MACD 26 12 9 Bh8 14 8 25 14 9 02 14 9 08 14 95 14 9 22 14 9 29 14 10 05 14 10 1344 10 2044 10 27 14 11 03 14 11 1044 11 17 14 i 2014 4 Cancel Close dialog and cancel any changes OK Close dialog and apply changes to the chart 194 8 Financial Chart Objects There is a small set of technical analysis objects which can be placed in the Primary chart These are trend lines FinTrendLine a financial Fibonacci object FinFibonacciPlot horizontal FinHLine and vertical FinVLine data markers and two types of labels for annotations The first label type FinText is positioned using normalized coordinates and does not scroll when the chart scrolls The second label type FinLabel is specified using physical coordinates and will scroll when the chart is scrolled Trend Line ES Form1 The market is ready to make a major move 2006 2008 2009 2010 2011 2012 The trend line is used to mark the start and end of a trend for a stock Define the trend line by first selecting the Trend option from the toolstrip at the left of the graph Then left click the mouse in succession at the starting and ending point not a click and drag rather two distinct 195 8 Fina
212. left double clicking on it That will invoke the Fibonacci overlay edit dialog seen below ES Edit Line Attributes Line Attributes Color Line Style Line Thickness m Sold 1 4 Show Handles Dash v Text Attributes Numeric Precision Text Color Background m m Use Background Plot Area Clipping Horizontal Justify Vertical Justify 9 Left Center Right Bottom Center Top Attribute options for the Fibonacci Dialog Line Attributes Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot 209 8 Financial Chart Objects Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Show Handles Check and the grab handles of the trend line are displayed at the 0 and 100 levels of the Fibonacci chart Text Attributes Font Edit the text Font and Font Size Font Font style Microsoft Sans Serif Regular i o I WRUSCSERCKSUM Sans Serf BlReqia sf O Mistral Italic O Modem No 20 Bold Monotype Corsiva Bold Italic MS Reference Sans 5 O MS Reference Specia Ip MT Extra Mi Effects Sample O Strikeout MEZ C Underline AaBbYyZz Script Westem x Numeric precision Set the numeric precision of the text labels Text Color Select the color of the text Background Select the background color of the text Use
213. low Indicator Attributes SEE Color Line Style Line Thickness ETE 3 2 Dash v M Attribute options for Money Flow Indicator Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Stochastic Create a Stochastic indicator chart Stochastic Period K 14 H rbues Fast D Slow 5D Period 3 Period 3 Limits Period The period used in the Stochastic K calculation Fast D Enable the display of the Fast Stochastic line plot Period The period of the Fast Stochastic calculation Slow D Enable the display of the Slow Stochastic line plot 186 QCTAChart Technical Analysis Charting Tools Period The period of the Slow Stochastic calculation Limits Display limits in the chart Attributes Plot object attributes H Stochastic Indicator Attributes Line Style Line Thickness s Dash v Fast D Dash i Slow D ETE Dash v Attribute options for Stochastic Indicator Stochastic K Stochastic K line Fast D Stochastic Fast D line Slow D Stochastic Slow 94D line Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Relativ
214. m is available for this Some suggest setting the thresholds at 67 the high and low peak values on both sides of 0 0 The AddMoneyFlowIndicatorChart method places a transparent filled background at theses levels You can change the default limit level using the FinMoneyFlowIndicatorPlot defaultLowLimitFraction and FinMoneyFlowIndicatorPlot defaultHighLimitFraction static properties as shown below C FinMoneyFlowIndicatorPlot defaultLowLimitValue 25 FinMoneyFlowIndicatorPlot defaultHighLimitValue 75 FinMoneyFlowIndicatorPlot mfchart this AddMoneyFlowIndicatorChart VB FinMoneyFlowIndicatorPlot defaultLowLimitValue 25 FinMoneyFlowIndicatorPlot defaultHighLimitValue 75 Dim mfchart As FinMoneyFlowIndicatorPlot Me AddMoneyFlowIndicatorChart Changing the static limit properties will affect all Money Flow plots regardless of whether they are created programmatically or using the Secondary chart dialog Another way to change the limits which only affects the specific FinMoneyFlowIndicatorPlot object is C FinMoneyFlowIndicatorPlot mfchart this AddMoneyFlowIndicatorChart mfchart HighLimitValue 80 mfchart LowLimitValue 20 VB Dim mfchart As FinMoneyFlowIndicatorPlot Me AddMoneyFlowIndicatorChart mfchart HighLimitValue 80 mfchart LowLimitValue 20 170 QCTAChart Technical Analysis Charting Tools Plot Object Colors If you want to change the colors of the lines in the Money Flow chart use
215. major move C Full Scale 40 _ 2004 2006 2007 2008 2009 2010 2011 2012 2013 2014 T1714 14INTC 0 33 75 H 33 97 L 33 35 C 33 95 V 18102500 00 9 22 14 9 29 14 10 05 14 10 1344 10 20 14 10 2714 11 03 14 11 10 14 11 1744 1124 14 2014 11 14 14 RSI 14 55 88 9 22 14 8 29 14 10 06 14 10 13 14 10 20 14 10 27 14 11 03 14 11 104 11 174 11 24 14 A 2014 4 First select the Arrow option from the toolstrip on the left of the chart Next select the arrowhead location by left clicking on the chart at the xy position where you want the arrow head to appear Left click again for the tail end of the arrow The following dialog will appear 218 QCTAChart Technical Analysis Charting Tools ES Edit Arrow Attributes Line Attributes Color Line Style Line Thickness Arrowhead Size Pts m ESTEE 1 1 2 gt C Show Handles Dash v Text Attributes Text Earnings Announcement Text Color Background m C Use Background Plot Area Clipping Auto Justify Text Horizontal Justify Vertical Justify Line Attributes Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Arrowhead Size The size of the arrowhead in points Show Handles Check and the grab handles of the trend line are displayed at the endpoints Text Attributes Font Edit th
216. many engineering disciplines Antenna charts plot data organized as a simple set of data points where each data point represents a radius value and angle pair rather than xy Cartesian coordinate values The most common example of antenna charts is the display of antenna performance and specification graphs The contour plot type displays the iso lines or contours of a 3D surface using either lines or regions of solid color The last plot object category is the pie chart were a pie wedge represents each data value The size of the pie wedge is proportional to the fraction data value sum of all data values ChartPlot This class is the abstract base class for chart plot objects It contains a reference to a ChartDataset derived class containing the data associated with the plot 93 4 QCChart2D for Net Contour Plot of the Heat Distribution of a Plasma Torch Degrees C 1000 0 3 1200 0 1400 0 1600 0 1800 0 1900 0 E 2000 0 2100 0 2200 0 2400 0 2600 0 5 2800 0 3000 0 5 D 5 The contour plot routines work with either an even grid or a random shown grid ContourPlot This class is a concrete implementation of the ChartPlot class and displays a contour plot using either lines or regions filled with color Group Plot Classes GroupPlot ArrowPlot BoxWhiskerPlot BubblePlot CandlestickPlot CellPlot ErrorBarPlot FloatingBarPlot FloatingStackedBarPlot GroupBarPlot GroupVersaPlot HistogramPlot LineGapPlot
217. methods found in the FinMoneyFlowIndicatorPlot class Change the Money Flow line attributes using code similar to below C FinMoneyFlowIndicatorPlot mfchart this AddMoneyFlowIndicatorChart mfchart MoneyFlowLinePlotAttribute PrimaryColor Color Purple mfchart MoneyFlowLinePlotAttribute LineWidth 2 VB Dim mfchart As FinMoneyFlowIndicatorPlot Me AddMoneyFlowIndicatorChart mfchart MoneyFlowLinePlotAttribute PrimaryColor Color Purple mfchart MoneyFlowLinePlotAttribute LineWidth 2 Rate of Change ROC The Rate of Change indicator is essentially a normalized version of the Momentum indicator It takes the Momentum value at each time period and divides it by the Close price N days ago where N is the same value used in the Momentum calculation The result is multiplied by 100 to convert from a fraction to a percentage More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis EE Form1 elk File Exit C Show Table T The market is ready to make a major move C Full Scale 2005 2006 2007 2008 2008 2011 2012 p j y Hi i 4 CH Wy 2 03 14 3 03 14 4 01 14 5 01 14 6 7 01 14 8 01 14 9 02 14 10 01 14 11 03 14 2014 11 14 14 ROC 12 6 83 2 03 14 3 03 14 4 00 14 5 01 14 7 01 14 8 01 14 9 02 14 10 01 14 11 03 14 2014 171 7 Secondary Chart Options C public FinRateOfChangeIndicatorPlot AddRateOfChangeIndicatorChart int maperiod public FinRateOfChangeIndicatorPlot Ad
218. metimes decides that the FinChartView control placed on the main form does not exist and deletes it from the project Follow the following steps in order to incorporate the QCTA Chart classes into your program This is not the only way to add charts to an application In general any technique that works with UserControl derived classes will work We found the technique described below to be the most flexible Visual CZ for Net If you do not already have an application program project create one using the Visual Studio project wizard File New Project Visual C Projects Windows Application On the left select a project type of Visual C Projects Give the project a unique name our version of this example is TAChartApplicationl 283 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications New Project Project types Templates NET Framework 3 5 Visual Basic Visual Studio installed templates Visual C Windows EJ Windows Forms Application Class Library Web WPF Application Peg WPF Browser Application DocProject Gli Console Application E Empty Project Reporting amp WPF Custom Control Library gj WPF User Control Library SSIS 5criptComponent g Windows Forms Control Library SSIS ScriptTask WCF My Templates Workflow Visual C Search Online Templates Other Project Types A project For creating an application with a Windows Forms user interf
219. milar to NETTADEVR2x4x561x1 zip The developer version does not time out and you can use it to create application programs that you can distribute royalty free You can download free updates for a period of 2 years When you placed your order you were e mailed download link s that will download the software Those download links will remain active for at least 2 years and should be used to download current versions of the software After 2 years you may have to purchase an upgrade to continue to download current versions of the software Save your download link Chapter Summary The remaining chapters of this book discuss the QCTAChart package designed to run on any hardware that has a Net runtime 3 5 installed on it Chapter 2 presents a summary of the technical analysis charts that can be created using the software Chapter 3 presents the overall class architecture of the QCTAChart and summarizes all of the classes found in the software Chapter 4 summarizes the important QCChart2D classes that you must be familiar with in order to customize advanced features of the QCTA Chart software Chapter 5 describes the data source classes and how they can be customized for your application Chapter 6 describes how to create the Primary stock chart in the FinChartView class and how to add technical indicator overlays QCTAChart Technical Analysis Charting Tools Chapter 7 describes how to add one or more Secondary technical analysis charts und
220. n of one of our own examples QCTAChart Technical Analysis Charting Tools 2 QCTAChart and Technical Analysis Since you are a programmer looking to write a Technical Analysis software package it is assumed that you are already familiar with the basic assumptions So we jump right in to the different chart types and indicators available in this software toolkit The main chart types and indicators were introduced in Chapter 1 Primary Chart plotting options e Classic Open high low close plot e Candlestick e Simple line plot of close values Mountain or filled close plot Equi volume candlestick plot e Point and Figure chart Renko chart Time frame starting date time and frame extent is controlled using a dedicated zoom control window Data values for the plot at the intersection of a mouse controlled vertical cursor with the plot are displayed above each chart window Technical Indicators which can overlay the OHLC plot in the Primary chart e Simple moving averages Exponential moving averages e Moving Average Bands e Bollinger Bands e Parabolic SAR 2 QCTAChart and Technical Analysis Other options for the Primary chart Dynamic auto scaling to displayed data Compare up to three different stocks Linear Logarithmic and Normalized y axis scale Synchronize scrolling panning and zooming of all chart windows Technical Indicators which can can be displayed in separate secondary windows Average Dire
221. nItem Ebit 1t finChartData AddColumnItem Ebitda finChartData AddColumnItem Eff tax finChartData AddColumnItem Ev finChartData AddColumnItem Ev cap finChartData AddColumnItem Ev salestr finChartData AddColumnItem Ev ebit finChartData AddColumnItem Ev ebitda How to acquire the current data values used in the charts You may want to acquire the current data values used in the creation of the charts table The values are stored internally in the FinChartData data structures A typical initialization of the FinChartData class 1s shown below 137 5 Configuring QCTAChart Datasources FinChartData finChartData null ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar String idStrings Intel IBM Tex Inst App Mat CSCO Apple QOO J String tickerStrings INTC IBM TXN AMAT CSCO AAPL OOO J FinYahooURLCurrentDataSource finStockData null FinYahooURLHistoricalDataSource finStockHistoricalData null stopDate Add ChartObj DAY OF YEAR 1 startDate Add ChartObj YEAR 10 finStockData new FinYahooURLCurrentDataSource finStockHistoricalData new FinYahooURLHistoricalDataSource for int i 0 i idStrings Length i finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i finChartData new FinCha
222. nYahooURLHistoricalDataSource For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i Next finStockHistoricalData AddCurrencyLookupItem TXN Dim finChartData As New FinChartData finStockHistoricalData finStockData idStrings startdate enddate Add all of the column items to the table finChartData AddAllColumnItems Initially turn the table off Me EnableFinChartTable False Assign FinChartView s data InitFinChartView finChartData 253 10 Renko Charts only needed if you are reinitalizing the charts Me ResetTechnicalCharts main title Me MainTitleString Renko Chart Choose the stock for the initial chart from the stocks entered into finChartData Me CurrentTickerString TXN Set zoom flag true Dim plotobj As FinRenkoChartPlot Me AddPrimaryChartRenko Assign the up and down colors plotobj PlotUpAttribute New ChartAttribute Color Green 1 DashStyle Solid Color Green plotobj PlotDownAttribute New ChartAttribute Color IndianRed 1 DashStyle Solid Color IndianRed Build the chart using the given parameters Me BuildChart End Sub 254 255 QCTAChart Technical Analysis Charting Tools 11 File and Printer Rendering Classes ChartPrint BufferedImage com quinn curtis chart2dnet ChartView FinChartView Charts create u
223. nal Change ADX Create a ADX indicator chart Average Directional Change ADX Enable us MEN Period 14 Smoothing Wilder Exp M v Enable Enable the ADX indicator chart Period The fast period used in the ADX chart Smoothing The moving average type Specify Simple moving average exponential moving average or Wilder exponential moving average Limits Display limits in the chart Attributes Plot object attributes 190 QCTAChart Technical Analysis Charting Tools Line Thickness Attribute options for ADX Indicator ADX Line DM Line DM Line Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Momentum Create a Momentum indicator chart To NN Period 110 V Limits Enable Enable the Momentum indicator chart Period The period used in the Momentum calculation Limits Display limits in the chart Attributes Plot object attributes 191 7 Secondary Chart Options ES Momentum Indicator Attributes PEE Color Line Style Line Thickness Mu Attribute options for Momentum Indicator Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15
224. ncial Chart Objects single clicks There is no need to be exact since you can adjust the trend line after it is created The trend line will connect the two points where you clicked You can also define a trend line by right clicking on the chart and selecting Add Trend Line from the pop up menus Then left click for the starting and left click for the ending positions of the trend line C Show Table T C Full Scale eas T 24 101714 24314 303 14 414 501 14 402 14 701714 801 14 941 14 10 01 14 11 03 14 12 01 14 2014 3 274 Tex Inst 46 08 P 0 2 000 LL 44 22 UL 47 75 X81 Delete i Delete All E m NR 4 Edit pem 45 i Label Horizontal Cursor Vertical Cursor trendune Fibonacci E E Arrow 110334 120114 s Once placed you can still adjust the position of the line with great precision You can refine the position moving it by left click dragging the center of the line The slope of the line can be changed by left click dragging on either endpoint of the trend line The price values of the trend line endpoints are also displayed 3 03 14 2 01 14 You can edit the trend line properties by left double clicking on it That will invoke the trend line edit dialog seen below 196 QCTAChart Technical Analysis Charting Tools ES Edit Line Attributes Line Attributes Color Line Style Line Thickness m n a Show Handles Dash v
225. ncial Information Data Table ES Form1 File Exit Eni Ticker INTC IBM TXN AMAT CSCO The market is ready to make a major move Name Intel Corporation International Bus Texas Instruments Applied Materials Cisco Systems In Open 34 19 164 73 51 55 22 35 26 41 Days High 34 90 164 75 52 08 22 85 26 74 Days Low 34 16 161 89 51 35 22 35 26 40 Previous Close 34 24 164 16 51 55 22 48 26 465 Low 52 Wee 2340 160 0 40 3 16 4t 202 E CO Full Scale 40 4 07 14 6 30 14 7 07 14 74 14 2014 ANAIA 4 2114 4 28 44 5 05 14 5 2 14 1914 5 27 14 6 02 14 6 09 14 85 16 14 6 23 14 uaois wars 4 28 14 5 05 14 5 12 14 5 27 14 6 02 14 6 09 14 6 16 14 6 23 14 8 30 14 7 07 14 74 14 4n4 14 4 21 14 4 07 14 B 2014 4 59 14 A Yahoo based data table is shown at the top of the chart above the zoom window The FinChartView window has the option to display a scrollable table which contains current financial data for a user defined portfolio of stocks The user can click on a row and automatically have all of the charts updated to reflect technical indicators for the selected stock There are two sources for current financial data Yahoo Fiance and Quandl The data they provide is similar yet different You can select which stocks rows and which financial data items columns you want displayed in the table The table will scroll horizontally and vertically as needed 68 3 Clas
226. ncurtis tachartnet namespace YahooDataSourceExample public partial class Forml Form ChartPrint printobj null public Formi 1 InitializeComponent private void Forml Load object sender EventArgs e private void pageSetupToolStripMenuItem Click object sender EventArgs e if yahooDatasourceExampleUserControlll null this PageSetup yahooDatasourceExampleUserControlll sender e private void printerSetupToolStripMenuItem Click object sender EventArgs e if yahooDatasourceExampleUserControlll null this PrinterSetup yahooDatasourceExampleUserControlll sender e private void printPreviewToolStripMenuItem Click object sender EventArgs e 258 QCTAChart Technical Analysis Charting Tools if yahooDatasourceExampleUserControlll null this PrintPreview yahooDatasourceExampleUserControlll sender e private void printToolStripMenuItem Click object sender EventArgs e if yahooDatasourceExampleUserControll11 null this PrintPage yahooDatasourceExampleUserControlll sender e private void savelmageToolStripMenuItem Click object sender EventArgs e if yahooDatasourceExampleUserControll11 null this SaveAsFile yahooDatasourceExampleUserControlll sender e This routine displays a dialog box in response to an event that prompts the user for the name and file type of the image to be saved The file type is derived from the file extension Th
227. new column is started and the brick is plotted in that column Once the trend reverses as each new brick is added on the downside a new column is started No column will every contain more than one brick The result is a chart similar to the example above where time scales are irregular and compressed The net result is a strong filtering of the OHLC data eliminating the ever present noise present in market data Special Note You can display the Renko Chart in the Primary Chart of the FinChartView window At the same time you can display the Technical Indicator charts in the Secondary Chart windows Since the Renko chart uses a different x axis scale than the Technical Indicator charts the Primary and Secondary x axis scales will not line up date for date Only the starting and ending dates will match Everything else in between will be different 243 10 Renko Charts Renko y Axis Scale Modes Unlike Point and Figure charts which in the Traditional and Percentage scale modes use a non linear y axis Renko charts always use a linear y axis scale Also Renko charts always use a fixed box size The box size can be set by the user or it can be automatically calculated using the ATR for a given look back period Fixed Box Size The user has the option of specifying a fixed box sise In the example below the chart is recast using a fixed box size of 2 The box size can be a whole number 1 2 3 4 or a fraction 0 5 0 75 1 33 ES
228. ng code similar to below C FinRSIIndicatorPlot rsichart this AddRSIIndicatorChart rsichart RSILinePlotAttribute PrimaryColor Color Purple rsichart RSILinePlotAttribute LineWidth 2 VB Dim rsichart As FinRSIIndicatorPlot Me AddRSIIndicatorChart rsichart RSILinePlotAttribute PrimaryColor Color Purple rsichart RSILinePlotAttribute LineWidth 2 Stochastic Fast and Slow The Stochastic indicator was developed by George Lane president of Investment Educators Inc Watseka IL It is based on the assumption that as prices trend upwards closing prices tend to be in the upper part of the periods 174 QCTAChart Technical Analysis Charting Tools OHLC price range And the opposite is true in down trends closing prices tend to be in the lower part of the periods OHLC price range More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis EE Form1 File Exit C Show Table T The market is ready to make a major move 2005 2006 2007 2008 2008 y flet y i wy ni inl B 2 03 14 3 03 14 4 1 14 5 01 14 5 02 14 7 01 14 8 01 14 8 02 14 10 01 14 11 03 14 yoots MOIS 2 0314 3 03 14 4 01 14 5 01 14 6 02 14 701 14 8 01 14 8 02 14 10 01 14 11 03 14 2014 C public FinStochasticIndicatorPlot AddStochasticIndicatorChart int mode int maperiod int fastma int slowma public FinStochasticIndicatorPlot AddStochasticIndicatorChart int mode public FinStochasticIndicatorPlot
229. ng software with tables data structures and specialized rendering routines used for the static and dynamic display of technical analysis charts The chart template uses pre programmed classes that create manage and display the technical analysis charts and tables The template can be further customized using methods and properties The programmer can customize the plot objects created in the template allowing tremendous flexibility in the look of the technical charts A QCTAChart has four major major plotting areas a current financial data window a zoom window a primary chart window and secondary indicator windows A typical QCTAChart is shown below The top window which is all text is the current financial data window The small chart under that is the zoom control for the next chart which is the primary technical chart window The smaller windows under that the are the secondary technical indicator windows EE Form1 File Exit ET The market is ready to make a major move Ticker Name Open Days High Days Low Previous Close INTC Intel Corporation 33 80 33 85 33 35 33 68 IBM Intemational Bus 161 77 163 30 161 69 162 79 TXN Texas Instruments 51 30 51 43 50 88 51 18 AMAT Applied Materials 22 20 22 98 22 07 22 62 Cisco Systems In 25 74 26 135 25 65 25 68 T 11 03 14 yaois MOS 10 01 14 11 03 14 This chart combines a current data table a zoom window a Primary candlestick chart displaying a Parabolic SAR overlay and a Seconda
230. nical indicator displayed in a secondary window FinVolumeAndMAPlot The Volume and Moving Average of Volume technical indicator displayed in a secondary window FinVolumePlot The Volume technical indicator displayed in a secondary window FinWilliamsRIndicatorPlot The Williams R technical indicator displayed in a secondary window 71 3 Class Architecture of the Technical Analysis Charting Tools for Net Class Library Zoom Window FinZoomPlot The zoom window above the primary chart displays the entirety of the selected stocks historical data The user can use this chart to zoom in on specific regions of the historical data FinDataSourceBase FinDataSourceBase FinGenericHistoricalDataSource FinGoogleHistoricalDataSource FinGoogleURL HistoricalDataSource FinGoogleCSVFileHistoricalDataSource FinGoogleURLIntradayDataSource FinMetaStockHistoricalDataSource FinMetaStockCSVFileHistoricalDataSource FinMetaStockURLHistoricalDataSource FinQuandlHistoricalDataSource FinQuandICSVFileHistoricalDataSource FinQuandIURL HistoricalDataSource FinYahooHistoricalDataSource FinYahooCSVFileHistoricalDataSource FinYahooURLHistoricalDataSource FinYahooURLIntradayDataSource FinGenericCurrentDataSource FinQuandlCurrentDataSource FinQuandIURLCurrentDataDataSource FinYahooCurrentDataSource FinYahooURLCurrentDataSource The historical data source classes pull OHLCV historical daily data from free URL data sources such as Yaho
231. nsidered a sell signal It can be used singly or in pairs same as the SMA examples More details are found in Chapter 2 Introduction to QCTA Chart and Technical Analysis C public FinExponentialMovingAveragePlot AddExponentialMovingAverageToPrimaryChart int maperiod public FinExponentialMovingAveragePlot AddExponentialMovingAverageToPrimaryChart VB Public Function AddExponentialMovingAverageToPrimaryChart _ maperiod As Integer As FinExponentialMovingAveragePlot Public Function AddExponentialMovingAverageToPrimaryChart As FinExponentialMovingAveragePlot 144 QCTAChart Technical Analysis Charting Tools Parameters maperiod Type Int32 Default Value 50 period of the exponential moving average If you use the AddExponentialMovingAverageToPrimaryChart call without parameters it uses the default values and the current selected stock C double longmaperiod 50 double shortmaperiod 9 this AddExponentialMovingAverageToPrimaryChart longmaperiod this AddExponentialMovingAverageToPrimaryChart shortmaperiod VB Dim longmaperiod As Double 50 Dim shortmaperiod As Double 9 Me AddExponentialMovingAverageToPrimaryChart longmaperiod Me AddExponentialMovingAverageToPrimaryChart shortmaperiod Moving Average Bands Moving Average Bands or Envelopes are formed by calculating a SMA usually a 20 period average on a source signal and then forming two bands above and below the SMA signal by
232. nt rawStockData GetEvent 60 Dim finhlinel As FinHLine Me AddFinHLineToPrimaryChart True hlev1 Vertical Data Marker EE Form1 The market is ready to make a major move 2005 2006 1121 14 00Q O 104 62 t 10 0114 11 03 14 Define the vertical data cursor line by first selecting the VLine option from the toolstrip at the left of the graph Then left click the mouse at the horizontal position where you want the vertical cursor There is no need to be exact since you can adjust the cursor position after it is created You can also define a vertical cursor by right clicking on the chart and selecting Add Vertical Cursor from the pop up menu Then left click for the position of the vertical cursor 204 QCTAChart Technical Analysis Charting Tools Once placed you can still adjust the position of the line with great precision You can refine the position moving it by left click dragging any part of the line The price value of the horizontal cursor is displayed on the left ES Edit Line Attributes Line Attributes Color Line Style Line Thickness m EIEE 1 z C Show Handles Dash v Text Attributes Custom Date Format Text Color Background Use Background Plot Area Clipping Horizontal Justify Vertical Justify Left Center Right Bottom Center Top You can edit the horizontal cursor properties by left double clicking on it That will invoke the horizontal cursor edi
233. ntDataSource finStockData null FinYahooURLHistoricalDataSource finStockHistoricalData null Yesterday stopDate Add ChartObj DAY OF YEAR 1 starting date is 8 years ago StartDate Add ChartObj YEAR 8 Create a current data source for the table finStockData new FinYahooURLCurrentDataSource Create a historical data source finStockHistoricalData new FinYahooURLHistoricalDataSource Add a portfolio of stock items to the data sources for int i OF i lt idStrings Length idt finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i finStockData AddTickerLookupItem idStrings i tickerStrings i Initialize a FinChartData object using data sources idStrings start and ending dates finChartData new FinChartData finStockHistoricalData finStockData idStrings startDate stopDate Init the parent FinChartView with the FinChartData object InitFinChartView finChartData public void InitializeTable These fields are unique to the Yahoo current data source Different ones must be used if you are using the Quandl current data source if finChartData null tabe does not display initially this EnableFinChartTable false 8 columns across 289 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications this TableDisplayColumns 8 5 rows down this TableDisplayRows 5 Use all of the
234. o Google and Quandl In the Metastock data sources it supports reading Metastock CSV OHLCV data from files Both Yahoo and Google provide intra day data feeds in addition to the daily historical data feeds Current financial data can be read from Yahoo and Quand URL s Current financial data consists of current P E ratio Yield Price to Sales ratio Dept to Equity Ratio etc Yahoo and Quandl support similar yet different sets of current financial data and each has to be configured uniquely FinGenericHistoricalDataSource The base class for all historical datasource classes FinGoogleHistoricalDataSource The base class for Google historical data feeds Google has officially deprecated all of their Finance data feeds So while they continue to work they will probably stop working at some time in the future FinGoogleURLHistoricalDataSource Reads daily historical OHLCV data from the Google Finance URL 72 QCTAChart Technical Analysis Charting Tools FinGoogleCSVFileHistoricalDataSource Reads historical OHLCV data from Google data file format FinGoogleURLIntradayDataSource Reads intra day OHLC data from the Google Finance URL FinMetaStockHistoricalDataSource The base class for Metastock historical data feeds The Metastock 7 column and 8 column CSV formats are the most common file formats for historical stock data FinMetaStockCSVFileHistoricalDataSource Reads historical OHLCV data from any file formatted
235. o Chart Renko Chart 2009 2010 2011 11 10 14 0 50 90 H 51 63 L 50 85 C 51 56 V 4528100 00 2013 247 10 Renko Charts In code this looks like C FinRenkoChartPlot plotobj this AddPrimaryChartRenko Green box outline no fill plotobj PlotUpAttribute new ChartAttribute Color Green 1 DashStyle Solid IndianRed box outline and IndiantRed box fill plotobj PlotDownAttribute new ChartAttribute Color IndianRed 1 DashStyle Solid Color IndianRed VB FinRenkoChartPlot plotobj Me AddPrimaryChartRenko Green box outline no fill plotobj PlotUpAttribute new ChartAttribute Color Green 1 DashStyle Solid IndianRed box outline and IndiantRed box fill plotobj PlotDownAttribute new ChartAttribute Color IndianRed 1 DashStyle Solid Color IndianRed Box Size Mode The Box Size Mode combo box is used to select the Renko box size mode Fixed or Fixed ATR Box Size Mode Fixed Fixed ATR If you select a Box Size Mode of Fixed the box size is set to the value of the Box Size field If the Box Size Mode is set to Fixed ATR the Box Size field is ignored and the ATR look back period is specified using the ATR Period combo box seen below ATR Period If you want to set the Box Size Mode property under program control set the appropriate FinRenkoChartPlot property as returned by the AddPrimaryChartPointAndFigurecall in your program C FinRenkoChartPlot plot
236. o in if you have data downloaded from one of those providers you need to use the custom data source classes we created specifically for them while the Google format looks like Date Open High Low Close Volume 11 Jul 14 31 26 31 45 31 04 31 25 20053217 10 Ju1 14 30 60 31 33 30 44 31 26 32458765 123 5 Configuring QCTAChart Datasources 9 Jul 14 30 84 30 98 30 69 30 89 28302427 8 Jul 14 31 00 31 08 30 70 30 79 376 14506 7 Jul 14 31 09 31 20 30 92 31 03 22237033 3 Jul 14 31 08 31 36 31 02 31 14 20437633 2 Jul 14 30 99 31 05 30 80 30 98 16831171 Note that they use different Date formats and that the Yahoo data files also includes an adjusted close column after the Volume column The Google date format uses a Net d MMM yy format while the Yahoo date format uses a Net yyyy MM dd format Yahoo File Based Data Source If you download historical data directly from Yahoo and save it to disk the CSV format is the same as accessing directly from the URL But since you want to access it from a data file you initialize things similar to the way described in the Metastock example You can initialize the FinYahooCS VFileHistoricalDataSource using code similar to that below The source directory folder is specified as a parameter in the FinYahooCSVFileHistoricalDataSource constructor C FinChartData finChartData null ChartCalendar startDate new ChartCalendar ChartCalendar stopDate new ChartCalendar String idStrings
237. obj this AddPrimaryChartRenko plotobj BoxSizeMode FinChartConstants RENKO YSCALE FIXED 248 QCTAChart Technical Analysis Charting Tools VB Dim plotobj As FinRenkoChartPlot Me AddPrimaryChartRenko plotobj BoxSizeMode FinChartConstants RENKO YSCALE FIXED Specify the BoxSizeMode using one of the following FinChartConstants constants FinChartConstants RENKO YSCALE FIXED FinChartConstants RENKO YSCALE ATRFIXED If you choose the RENKO YSCALE FIXED box size mode you can set the related fixed box property using the BoxSize property plotobj BoxSize 2 If you choose the RENKO YSCALE ATRFIXED box size mode you can set the related ATR look back period using the ATRPeriod property plotobj ATRPeriod 14 Renko Price Mode The price input to the chart takes one of three forms You can plot the chart using Close prices only Or you can use the most popular method which uses the days High and Low values The third method is similar to the first option but instead of using the Close price the Typical Price is used where the Typical price is defined as High value Low value Close value 3 High Low Method Here is the basic algorithm for the High Low method IF High breaks out of the current box into a new higher box Advance one column and draw the new box using the upside color and ignore the Low ELSE Low breaks out of the current box into a new lower box Advance one column and draw the new box using t
238. ode Type Boolean Default Value true Set to true to fill the area between the bands Cz this AddBollingerBandsToPrimaryChart VB Me AddBollingerBandsToPrimaryChart Paraboloc SAR The well known market technician J Welles Wilder created the indicator and described it in his book New Concepts in Technical Trading Systems Published in 1978 the book also describes a number of other Welles indicators including the Average True Range the Directional Movement Index and the Relative Strength Index More details are found in Chapter 2 ntroduction to QCTAChart and Technical Analysis C public FinParabolicSARPlot AddParabolicSARToPrimaryChart int parsarstartindex double sarstepstart double sarstepincr double sarstepmax public FinParabolicSARPlot AddParabolicSARToPrimaryChart VB Public Function AddParabolicSARToPrimaryChart _ parsarstartindex As Integer _ sarstepstart As Double _ sarstepincr As Double _ sarstepmax As Double _ As FinParabolicSARPlot Public Function AddParabolicSARToPrimaryChart As FinParabolicSARPlot If you use the AddParabolicSARToPrimaryChart call without parameters it uses the default values and the current selected stock Parameters parsarstartindex Type Int32 Default Value 5 147 6 Display Stock Data in the Primary Chart The Par SAR start index sarstepstart Type Double Default Value 0 02 The Par SAR step start value sarstepincr Type Double Defaul
239. of those two days Some texts not Wilder s say to set it to the closer of the two lows We use the lower of the two lows in this software e In a downward trend the new PSAR value is calculated and if the result is less than today s or yesterday s highest high price it must be set equal to the higher of those two days Some texts not Wilder s say to set it to the closer of the two highwe We use the higher of the two highs in this software e Ifthe next period s PSAR value is inside or beyond the next period s price range a new trend direction is then signaled The PSAR must then switch sides e Upon a trend switch the first PSAR value for this new trend is set to the last EP recorded on the prior same direction trend EP is then reset accordingly to this period s maximum and the acceleration factor is reset to its initial value of 0 02 On re calculation of the new SAR after the switch some packages will check to see if the new EP changes rises in an uptrend or falls in a down trend first and boost the acceleration factor on the first calculation making it 0 04 We always force the first calculation after a switch over to use an acceleration factor of 0 02 and on subsequent calculations within the trend we increase it a step at a time as the EP changes Secondary windows technical indicators Underneath the primary chart you will find zero or more secondary charts The secondary charts are used to display technical indicator
240. oftware from scratch using a charting toolkit like our CChart2D software as the base and creating custom technical analysis charts using the primitives in the toolkit This is cheaper up front but may be expensive in terms of development costs Often times the third option is the only one available because the end user has some unique requirement that the pre packaged software can t handle hence everything needs to programmed from scratch QCTAChart for Technical Analysis The QCTAChart software package is for those who do want to use charting as part of their decision making process We have created a library of technical analysis routines that represents an intermediate solution Our technical analysis software still requires an intermediate level programmer but it does not 1 Introduction require advanced knowledge of technical analysis or of charting Typically a user will choose a stock and a time frame to analyze The historical stock data will be displayed as an Open high low close chart or candlestick chart The user will have the option a applying a selection of time invariant transfer functions to the data producing additional charts which will indicate buy or sell signals on inspection In some cases an indicator will overlay the existing Open high low close chart and in others they will be displayed in a synchronized window under the main Open high low close chart QCTAChart is a template that integrate the QCChart2D charti
241. ome research to determine exactly what exchange symbol needs to be combined with the ticker symbol in order for it to work The most common format used in retrieving data from a URLs is the CSV comma separated value format Saying that a URL uses a CSV format does not mean that all CSV formats are compatible Each reader for a CSV data source must be custom configured for source whether it is Yahoo Google or Quandl Other formats include JSON and XML Just like CSV data sources the JSON and XML formats are not compatible across data sources the JSON and XML data presentation from Yahoo is completely different that that of Quandl Our Yahoo and Quandl data readers for Yahoo Google and Quand are not going to be compatible with other data sources There are bound to be strong similarities though and we can be contracted to create a data reader for other data sources CSV XML JSON or any other using the same basic building blocks Getting Started with a Data Source There are two types of data sources The first is used to acquire historical stock data The major sources of free historical data are Google MetaStock Quandl and Yahoo There are classes for reading data from a file and others for reading direct from a URL Historical Data Source Classes Google Historical Data Sources FinGoogleURL HistoricalDataSource FinGoogleCSVFileHistoricalDataSource FinGoogleURLIntradayDataSource MetaStock Historical Data Source FinMetaStockCSVFile
242. on ATR Period If the Box Size Mode is Fixed ATR then the value of ATR Period specifies the number of OHLC events used in the calculation Reversal Count Specifies the fixed reversal count used in the Point and Figure chart calculations Plot Type Specifies the plot type of the Point and Figure chart Traditional Xs and Os or Bars Second Second of the plotted stocks Second No Index v Line Plot v Index The second plot item in the chart selected from the available stocks in the attached FinChartData object Plot Type The plot type for the second plot Line OHLC OHLC Bar Candlestick Candlestick Volume or Mountain plot Attributes Set the attributes of the plot Third Third of the plotted stocks Third No Index v Line Plot v Index The third plot item in the chart selected from the available stocks in the attached FinChartData object Plot Type The plot type for the third plot Line OHLC OHLC Bar Candlestick Candlestick Volume or Mountain plot Attributes Set the attributes of the plot Y Scale Scaling options for the y axis 154 QCTAChart Technical Analysis Charting Tools Y Scale Linear Logarithmic Normalized Linear Set the y axis scale to linear best when looking at a single stock with limited range Logarithmic Set the y axis scale to logarithmic best when looking at a single stock with a wide range Normali
243. onal differences specifically the order of the month day year in short form strings of the form 10 1 2011 M dd yyyy US English format compared to 1 10 2011 dd M yyyy European format The default is the US English format M dd yyyy If you want to use the European format set the FinChartView property EuroDateFormat true CH this EuroDateFormat true VB Me EuroDateFormat True We use a Net Dictionary object to store key value pairs for storing the strings used in the software This object is defined in the FinStrings class as public static Dictionary lt String String gt stringLookupTable new Dictionary lt String String The key for each string in the dictionary is the original English language string The default value for each key value pair is also the English language string Everywhere in the software we retrieve the appropriate string value from the stringLookupTable using the English language key but the string retrieved can be anything you want You can change the default value associated with a key using code similar to below FinStrings SetStringItem Line Width Ancho de l nea where Line Width is the English language key and Ancho de l nea is the Dictionary value for the Line Width key If you call this at the beginning of your program all string references in the software originally Line Width will be changed to Ancho de l nea If at any point you want to retrieve the string valu
244. onviction by the trend reversal and you can expect the stock to reverse back Volume charts can be smoothed using the standard smoothing techniques to help filter out the noise of no use to the trader ES Form1 File Exit C Show Table T The market is ready to make a major move 2005 2006 2007 2008 2009 2010 2011 2012 2013 j H p i lenp aL HH 8 18 14 8 25 14 9 02 14 9 08 14 9 15 14 9 224 9 29 14 10 05 14 310 1344 10 2044 10 27 14 11 0344 11 1044 11 1714 s 2014 WA 0 14 Volume 1 45281 00 00 Volume 1 3 72921 1 7 40 Bh8 14 8 25 14 98 02 14 9 08 14 95 14 9 22 14 9 29 14 10 05 14 10 13 14 10 2044 10 27 14 11 0314 11 1044 11 17 14 2014 182 QCTAChart Technical Analysis Charting Tools C public FinVolumeAndMAPlot AddVolumeAndMAChart int maperiod int smoothingmode public FinVolumeAndMAPlot AddVolumeAndMAChart public FinVolumePlot AddVolumeChart VB Public Function AddVolumeAndMAChart _ maperiod As Integer _ smoothingmode As Integer _ As FinVolumeAndMAPlot Public Function AddVolumeAndMAChart As FinVolumeAndMAPlot Public Function AddVolumeChart As FinVolumePlot If you just want the volume without the moving average line use public AddVolumeChart AddVolumeChart Parameters maperiod Type Int32 Default 13 period of the moving average smoothingmode Type Int32 Default FinChartConstants MA CALC Specify FinChartConstants MA CALC for a simple moving average and EXP MOVING AVERAGE TIME
245. ooDatasourceExampleUserControlll IsNot Nothing Then Me PageSetup YahooDatasourceExampleUserControlll sender e End If End Sub 260 This routine displays a dialog box the user file type of the image to be saved The file type is derived from the file QCTAChart Technical Analysis Charting Tools in response to an event that prompts for the name and extension The chart represented by this object is saved to the file using the specified format Public Sub SaveAsFile ByVal chartview As ChartView ByVal sender As Object ByVal e As System EventArgs Dim filename As String Me Name Dim imagefilechooser As New SaveFileDialog imagefilechooser Filter BMP JPG Image Files BMP JPG GIF TIFF PNG GUEP TIFEI PNGIALL files 5 imagefilechooser FileName filename If imagefilechooser ShowDialog DialogResult OK Then filename imagefilechooser FileName Dim fileinformation As New FileInfo filename Dim fileext As String fileinformation Extension fileext fileext ToUpper Dim fileimageformat As ImageFormat If fileext BMP Then fileimageformat ImageFormat Bmp ElseIf fileext JPG OrElse fileext JPEG Then fileimageformat ImageFormat Jpeg ElseIf fileext GIF Then fileimageformat ImageFormat Gif ElseIf fileext TIF OrElse fileext TIFF Then fileimageformat ImageFormat Tiff ElseIf fileext PNG Then file
246. ormatted numeric values TimeLabel This class is a concrete implementation of the ChartLabel class and it displays formatted ChartCalendar dates ElapsedTimeLabel This class is a concrete implementation of the ChartLabel class and it displays numeric values formatted as elapsed time strings 12 32 21 StringLabel This class is a concrete implementation of the ChartLabel class that formats string values for use as axis labels Miscellaneous Chart Classes Marker ChartImage ChartShape ChartSymbol Various classes are used to position and draw objects that can be used as standalone objects in a graph or as elements of other plot objects Marker This class displays one of five marker types in a graph The marker is used to create data cursors or to mark data points ChartImage This class encapsulates a System Drawing Image class defining a rectangle in chart coordinates that the image is placed in JPEG and other image files can be imported using the System Drawing Image class and displayed in a chart ChartShape This class encapsulates a System Drawing Drawing2D GraphicsPath class placing the shape in a chart using a position defined in chart coordinates A chart can display any object that can be defined using System Drawing Drawing2D GraphicsPath class ChartSymbol This class defines symbols used by the SimplePlot scatter plot functions Pre defined symbols include square triangle diamond cross plus star line horizontal
247. ormi vb ith developers about what s comir fy through 1 investments in the hestration APIs and 4 Federation Visual Studio 2013 Update 3 itself including an upgrade to C PrintPreviewDialog Ps contains other improvements th C Dialogs 00 0000 R Pointer E ColorDialog F FolderBrowserDialog d FontDialog E OpenFileDialog 8 SaveFileDialog WPF Interoperability Reporting Visual Basic PowerPacks E General There are no usable controls in this group Drag an item onto this text to add it to the toolbox Error List ey Output 292 QCTAChart Technical Analysis Charting Tools In the Solution right click on TAChartApplicationl and select Add Reference Browse to the Quinn Curtis DotNet lib folder and add the DLL library files QCChart2DNet dll QCTAChartNet dll and Newtonsoft Json dll QCTAChartNet dll Quinn Curtis financial technical analysis classes QCChart2DNet dll Quinn Curtis core charting classes Newtonsoft Json dll Newtonsoft JSON utility classes Add Reference NET COM Projects Browse Recent Look in lib laacutil exe Newtonsoft Json dll QCChart2DNet dll 9 QCRTGraphNet dll S oCsPCChartNet dll OCTAChartNet dll File name Newtonsoft Json dll Q CChart2D Net dll CTAChartNet dl v Files of type Component Files dll tIb olb acx
248. ors Volume Indicators Volume and MA Volume and MA Smoothing Smoothing Money Flow Money Flow Limits Limits Oscillators Oscillators Stochastic Stochastic Relative Strength RSI Relative Strength RSI Williams R Williams R MACD MACD Fast Period Fast Period Slow Period Slow Period Signal Period Signal Period Rate of Change Rate of Change Average Directional Change ADX Average Directional Change ADX Momentum Momentum Compressed Mode Compressed Mode 274 QCTAChart Technical Analysis Charting Tools Limit Attributes Limit Attributes EMA EMA MACD Signal ACD Signal Histogram Histogram HL HL ROC ROC RSI RSI SMA SMA Sochastic K Sochastic K Period K Period K Stoch K Stoch K Fast D Fast D Slow D Slow D MA Volume A Volume First SMA First SMA Second SMA Second SMA First EMA First EMA Second EMA Second EMA Bands Bands Central Line Central Line Volume Indicator Attributes Volume Indicator Attributes Exponential MA Indicator Attributes Exponential MA Indicator Attributes Simple MA Indicator Attributes Simple MA Indicator Attributes Bollinger Bands Indicator Attributes Bollinger Bands Indicator Attributes Moving Average Bands Indicator Attributes ov
249. other graphics classes used in the example 287 13 Using Technical Analysis Charting Tools for Net to Create Windows Applications using System Drawing Drawing2D using com quinncurtis chart2dnet using com quinncurtis tachartnet e Build the Solution Build Build Solution This will compile the UserTAChartControllclass and make it accessible as a component on the Toolbox If the project fails to compile go back and check the previous steps You can create as many custom chart controls as your application requires Each custom chart control will inherit from FinChartView e Right click on the UserTAChartControll class form and view the underlying C code We placed all of the chart customization code in the InitializeChart method Until this method is called the UserTAChartControll class appears as an empty shell Your can call this method from the UserTAChartControll class constructor public UserTAChartControll InitializeComponent Have the chart fill parent client area this Dock DockStyle Fill if IsDesignerHosted this PreferredSize new Size 800 700 InitializeChart or from somewhere outside of the class to avoid problems associated debugging errors in user controls at design time Add an empty InitializeChart method to the class as a placeholder And also the IsDesignerHosted method which we use in all of the examples to keep the control from trying to initialize when in Designer Mode
250. ou can adjust the cursor position after it is created 200 QCTAChart Technical Analysis Charting Tools You can also define a horizontal cursor by right clicking on the chart and selecting Add Horizontal Cursor from the pop up menu Then left click for the position of the horizontal cursor Once placed you can still adjust the position of the line with great precision You can refine the position moving it by left click dragging any part of the line The price value of the horizontal cursor is displayed on the left ES Edit Line Attributes Line Attributes Color Line Style Line Thickness m 1 a C Show Handles Dash i Text Attributes Numeric Precision 2 Text Color Background mM Use Background Plot Area Clipping Horizontal Justify Vertical Justify Left O Center Right Bottom Center Top You can edit the horizontal cursor properties by left double clicking on it That will invoke the horizontal cursor edit dialog seen below Attribute options for the Horizontal Cursor Dialog Line Attributes Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Show Handles Check and the grab handles of the trend line are displayed at the endpoints Text Attributes Font Edit the text Font and Font Size 201 8 Financial Char
251. ovement Index and the Relative Strength Index When the parabola is below the price action it is considered bullish and when 1 it is above the price action it is considered bearish Since it forecasts one day in advance traders often use the Parabolic SAR value to set stop limits for trades that day For example in an upward trend if the stock price falls below the P SAR value for that day sell the stock in order to protect gains Parabolic SAR Formulas PSAR Parabolic Stop And Reverse today s value of the Parabolic SAR PSAR Tomorrow s value for the PSAR The PSAR formula forecasts one day in advance 42 QCTAChart Technical Analysis Charting Tools EP Extreme Point The highest high of the current uptrend or the lowest low of the current downtrend AF Acceleration Factor Determines the sensitivity of the PSAR AF starts at 02 and increases by 02 every time the EP rises in a Rising PSAR or EP falls in a Falling PSAR The maximum value is usually clamped at 0 20 The starting value 0 02 step value 0 02 and maximum value 0 20 are all variables in the software and you can choose anything you want PSAR PSAR AF EP PSAR where AF is calculated according to the rules described above Special conditions which override the calculated value e Ifin an upward trend the new PSAR value is calculated and if the result is more than today s or yesterday s lowest price it must be set equal to the lower
252. overlapping one of the traditional mode break points 1 5 20 100 200 etc and you want to force a constant fixed box size to keep the box size from changing at the breakpoints Traditional Box Size The box size for the y axis is increases as the price increase even within the same column and follows the traditional box size convention Price Box size 0 0 to lt 0 25 0 0625 gt 0 25 to lt 1 0 125 gt 1 to lt 5 0 25 gt 5 to lt 20 0 5 223 9 Point and Figure Charts gt 20 to lt 100 1 0 gt 100 to lt 200 2 0 gt 200 to lt 500 4 0 gt 500 to lt 1000 5 0 gt 1000 to lt 25000 50 0 gt 25000 500 0 In the traditional scaling mode we use these breakpoints even though they do not look symetrical across decade ranges Under Price the range is exclusive of the first value and inclusive of the second value So the second range is actually 0 26 to 1 0 and the third range is actually 1 01 to 5 0 and so on EE Form1 int and Figure Chart Renko Char Point and Figure Chart 2011 2012 2013 2014 If you look at the y axis tick marks in the chart above you will notice that the in the range of 12 to 20 the box size represented by the tick spacing is 0 5 Once the values reach a range greater than 20 the box size shifts to 1 0 This is in accordance with the Price Box Size table above If the prices in the chart increased above 100 the box size would change to 2 0 Percentage Box Size
253. ow close data and data always properly normalized for stock splits Yahoo Finance Yahoo Finance is a web site that provides current and historical financial information on USA and many non USA markets This includes quotes on stocks bonds commodities and futures In addition to EOD data Yahoo Finance also has an API for retrieving intraday data for stocks Yahoo Finance is probably the most popular site for market data in the USA Our software can access Yahoo Finance for historical data feeds of EOD data and historical data feeds up to 20 days of intraday data 1 Introduction Google Finance Google Finance launched in 2006 was meant to be a competitor to Yahoo Finance It offered much the same as Yahoo in terms of current and historical data for stocks bonds commodities and stock futures Unfortunately Google announced in 2013 that they were discontinuing most of Google Finance However the current and historical data quote service still seems to be working So use it at your own risk and only with a reliable backup data source In addition to EOD data Google Finance also has an API for retrieving intraday stock data Our software can access Google Finance for historical data feeds of EOD data and historical data feeds up to 20 days of intraday data Quandl Quandl is a relatively new data source started a couple of years ago The site offers access to several million financial economic and social datasets including EOD da
254. ow limits used in technical indicator charts It includes unique colors for the high and low limits and common values for r the line style line thickness fill mode and fill alpha value FinEditLineDialog 77 3 Class Architecture of the Technical Analysis Charting Tools for Net Class Library Edit a line object which also has text date or numeric readouts such as the FinTrendLine FinHLine and FinVLine and FinArrow Line attributres include the line color line style line thickness and grab handles attributes Text attributes include general Font options and numeric precision FinEditPointAndFigureDialog Edit the characteristics of a Point and Figure plot Includes the upside and downside color attributes box size mode box size value if fixed pricing mode reversal count and plot type FinEditRenkoDialog Edit the characteristics of a Renko plot Includes the upside and downside color attributes box size mode box size value if fixed pricing mode and reversal count FinEditScatterPlotAttributeDialog Edit the characteristics of a scatter plot Includes the color symbol symbol size line width symbol fill and alpha value FinEditTextDialog Edit the characteristics of text object Includes the text Font text string text color background color options clipping options vertical and horizontal justification options 78 79 QCTAChart Technical Analysis Charting Tools 4 QCChart2D for Net This chapter
255. ox to the value you want Pricing Mode High Low Close Y If you want to set the Pricing Mode property under program control set the appropriate FinPointAndFigureChartPlot parameter as returned by the AddPrimaryChartPointAndFigurecall in your program C FinPointAndFigureChartPlot plotobj this AddPrimaryChartPointAndFigure plotobj PricingMode FinChartConstants POINT AND FIGURE PRICE CLOSE VB Dim plotobj As FinPointAndFigureChartPlot Me AddPrimaryChartPointAndFigure 234 QCTAChart Technical Analysis Charting Tools plotobj PricingMode FinChartConstants POINT AND FIGURE PRICE CLOSE Specify the PricingMode using one of the following FinChartConstants constants FinChartConstants POINT AND FIGURE PRICE CLOSE FinChartConstants POINT AND FIGURE PRICE HIGHLOW FinChartConstants POINT AND FIGURE PRICE TYPICAL Reversal Count The reversal count is the number of boxes the price of a stock must change in order to trigger a P amp F reversal A reversal is when the chart transitions from Xs and Os and vise versa and a new column is started in the chart Typically this value is three but it can be anything from 1 to N Reversal Count 3 E The reversal count is set using the Reversal Count field of the Point and Figure Attributes dialog box If you want to set the Reversal Count property under program control set the appropriate FinPointAndFigureChartPlot parameter as returned by the Add
256. p g Dash E Solid ES Central Line Attribute options for Bollinger Bands Bands Color Primary line or outline color of the plot object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Fill Check and the area between the Bollinger Bands high and low lines is filled using Color Fill Alpha The transparency of the fill color use value in the range 0 255 Central Line Color The color of the central line of the Bollinger Bands Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 157 6 Display Stock Data in the Primary Chart Moving Average Bands Options for the Moving Average Bands overlay plot Moving Average Bands Enable Attributes Period 20 Bandwidth 0 03 Enable Enable the Moving Average Bands plot Period The period of the moving average used in the Moving Average Bands smoothing Bandwidth The bandwidth as a percentage of the moving average value of the source signal Fill Check and the area between the Moving Average Bands is filled with a trasparent color Attributes Set the attributes of the plot Moving Average Bands Indicator Attributes EE Moving Average Bands Indicator Attributes Color Line S
257. paration between the two bands using a multiple of the standard deviation signal calculated using the previous N periods of the closing value of the OHLC data The theory is that stock price action follows a normal distribution about the mean and 95 of a stocks price movement should fall within two standard deviations plus and minus of the mean value Price action outside of the 2 standard deviations band signifies that something unusual happening and that you expect some sort of break in the current trend EE Form1 DAR The market is ready to make a major move C Full Scale 2005 2006 2007 2008 2008 10 16 14 INTC 0 30 69 H 31 31 L 30 55 C 30 65 V 47477595 14 Boll Bands 20 2 000 LL 30 84 UL 35 87 MA 33 36 T TL T t T 10 0114 11 0314 Traders look for when the stock price breaks out of the Bollinger bands much the same as Moving Average bands The filled area represents the Bollinger bands Usually Bollinger bands include the SMA line orange in this case 40 QCTAChart Technical Analysis Charting Tools Trading Strategies Bollinger Interpretations of Bollinger Bands vary but one is that when stock prices push up and through the upper band the stocks are thought to be overbought And when stock prices push down through the lower limit stocks are thought to be oversold Therefore Sell when the stock prices push upward through the upper limit Buy when the stock prices push downward through the low
258. plays the chart in its unmagnified state The target chart displays the chart in the magnified state The mouse positions a MagniView rectangle within the source chart and the target chart is re scaled and redrawn to match the extents of the MagniView rectangle from the source chart This class extends the MouseListener class and it can move the coordinate system of the underlying chart analogous to moving chaging the coordinates of an internet map by grabbing it with the mouse and dragging it File and Printer Rendering Classes ChartPrint BufferedImage ChartPrint BufferedImage This class implements printing using the Net System Drawing Printing print related services It can select setup and output a chart to a printer This class will convert a ChartView object to a Net Image object Optionally the class saves the buffered image to an image file Miscellaneous Utility Classes ChartCalendar CSV Dimension Point2D GroupPoint2D DoubleArray DoubleArray2D BoolArray Point3D NearestPointData TickMark Polysurface Rectangle2D ChartCalendar CSV Dimension This class contains utility routines used to process ChartCalendar date objects This is a utility class for reading and writing CSV Comma Separated Values files This is a utility class for handling dimension height and width information using doubles rather than the integers used by the Size class 111 4 QCChart2D for Net Point2D GroupPoint
259. r move 8 29 13 Intel 0 26 Tex Inst 0 93 IBM 1 28 Comparing stocks with different ranges using a normalized scale 31 2 QCTAChart and Technical Analysis Y Axis Scaling Options for the Primary Chart fe Form1 DoR The market is ready to make a major move C Full Scale 2008 2009 4 A stock such as Apple AAPL with a large range is best displayed using a logarithmic y axis scale There are three y axis scaling options Linear Logarithmic and Normalized The default is the linear y scale which is the default for all Primary charts and Indicator charts The linear scale is probably the best one when you are looking at a single stock If you are comparing multiple stocks you will want to use the Normalized scale The Logarithmic scale is good for looking at a stock such as Apple AAPL which has seen exceptional gains over the time frame under consideration You can still see detail in both the low end and high end of the chart See the chart above for an example of Logarithmic scale 32 QCTAChart Technical Analysis Charting Tools Dynamic auto scaling to displayed data H Form1 DA The market is ready to make a major move C Full Scale 12 01 10 103 11 2 01 11 371 11 2010 2011 The y axis scale will auto scale to the displayed data no matter where you scroll to or how many traces are displayed All charts will dynamically auto scale to the displayed range of data So even if t
260. re plot or a Renko plot Chapter 6 describes the programming of the Primary Chart display in detail Classic Open high low close plot ES Form1 Exit Lm The market is ready to make a major move C Full Scale Z 60 2010 2011 2012 11 17 14 TXN 0 51 55 H 51 62L 51 08 C 51 55 v 3218800 00 9815 14 9 22 14 9 29 14 10 0514 10 1314 10 20 14 10 27 14 11 03 14 11 10 14 11 17 14 2014 The classic OHLC chart used in technical analysis Data can be zoomed and panned using the upper zoom window or the scrollbar at the bottom The OHLCPlot class displays stock market data in an open high low close format common in financial technical analysis Every event item of the plot is a vertical line representing High and Low values with two small horizontal flags one left and one right extending from the vertical High Low line and representing the Open and Close values It is most useful when used to display data consisting of 10 to 50 events Otherwise the vertical lines get too close together and it degenerates into a big smear with most of the information content lost 15 2 QCTAChart and Technical Analysis Candlestick Plot EE Form1 DAR The market is ready to make a major move C Full Scale 60 2011 2012 11 10 14 TXN 0 50 30H 51 63L 50 85 C 51 56 V 4528100 00 9815 14 9 22 14 9 29 14 10 05 14 10 13 14 10 20 14 10 27 14 11 0314 11 10 14 11 1744 2014 c 4 ja uk The classic Candlestick chart used in technical an
261. rectory Lib Quinn Curtis Net related compiled libraries and components directory QCChart2D QCChart2D examples for C and VB This directory contains many example programs for C and VB specific to the QCChart2D charting software but not specific to the QCTA Chart software QCTAChart QCTAChart examples for C and VB Visual CSharp C specific directory QCTAChartNet contains the source code to the QCTAChartNet dll library installed only if the source code has been purchased Examples C examples directory FinChartObjectsExample demonstrates the use of the trend line Fibonacci object horizontal and vertical cursors and annotation labels IntradayDatasource demonstrates how to display intraday data obtained from Yahoo and Google data sources PointAndFigureExample demonstrates a Point and Figure chart and Renko chart which obtains data from the Yahoo base data source QuandlDataSourceExample display a technical analysis charting using Quandl as the data source YahooDataSourceExample display a technical analysis charting using Yahoo as the data source GoogleDataSourceExample display a technical analysis charting using Google as the data source MetastockFileSourceExample display a technical analysis charting using a Metastock CSV file as the data source TAChartApplication1 the example used in the Tutorial in Chapter 13 Visual Basic VB specific code Examples VB ex
262. rength RSI se Relative Strength RSI 4 14 51 163 173 187 274 Renko Chart Dialog Box eeeeeeeee Renko Chart Dialog Box sssss 245 Renko 0 6 ee repere ee eec ee aU Renko Plot 3 15 78 150 153 237 251 272 Renko Price Mode e tete eene chiens Renko Price mode seeee 249 250 Renko y Axis Scale Modes ses Renko y Axis Scale Modes 244 244 Reversal Count essere Reversal Count 778 150 153 154 235 273 Scatter Plots dn ocn ee dent ostii ee eret bees scatter plots 69 81 93 101 102 105 Secondary Chart Dialog esee Secondary chart dialog 163 166 168 170 179 184 Simple line plot of close data sess Simple line plot of close data 3 Simple moving averages simple moving averages 3 13 15 34 36 143 155 SimpleBatrPlot 3 dn deeper edes SimpleBarPlot sss 105 113 SirtipleDat set o doter UHR Ore MUI UOS SimpleDataset esses 82 85 113 SimpleLineMarkerPlot eene SimpleLineMarkerPlot 105 106 113 SimpleLineP lots bichon ieee ees SimpleLinePlot susss 105 106 113 SirmplePlot 54 pert eet esee etin cede rag ves SimplePlot
263. ric value of a pie wedge and a y value specifies the offset or explosion of a pie wedge with respect to the center of the pie 103 4 QCChart2D for Net Click on any pie wedge to see a detail Click again on the pie wedge to remove detail PieChart The pie chart plots data in a simple pie chart format It uses data organized as arrays of x and y values where an x value represents the numeric value of a pie wedge and a y value specifies the offset or explosion of a pie wedge with respect to the center of the pie RingChart The ring chart plots data in a modified pie chart format known as a ring chartt It uses data organized as arrays of x and y values where an x value represents the numeric value of a ring segment and a y value specifies the offset or explosion of a ring segment with respect to the origin of the ring 104 Simple Plot Classes SimplePlot SimpleBarPlot SimpleLineMarker Plot SimpleLinePlot SimpleScatterPlot SimpleVeraPlot QCTAChart Technical Analysis Charting Tools Simple plots use data organized as a simple array of xy points where there is one y for every x Simple plot types include line plots scatter plots bar graphs and line marker plots SimplePlot SimpleBarPlot Test Score 100 This class is an abstract base class for all simple plot classes Production of Green Bars is Up 2000 2001 2002 2003 2004 2005 2006 Bar plots can have the values of the bars displa
264. rimaryChart TXN ChartObj OHLC 163 f this MainTitleString Texas Instruments is about to Pop Secondary Chart Options this AddBollingerBandsToPrimaryChart VB InitFinChartView finChartData Me Me Me Me Me EnableFinChartTable True FinZoomFlag True AddPrimaryChart TXN ChartObj OHLC MainTitleString Texas Instruments is about to Pop AddBollingerBandsToPrimaryChart F The Primary chart identifies which stock is used for the technical indicators added as secondary charts Now you can add additional indicators as Secondary charts Average Directional Indicator The Average Directional Indicator ADX was originally developed by J Welles Wilder and is described in his book New Concepts in Technical Trading System The ADX is used to measure the strength of a trend Its related components the Minus Directional Indicator DI and Plus Directional Indicator DI are used to measure the strength of a trend The ADX indicator is often used in conjunction with the Parabolic SAR indicator to confirm a trend More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis ES Form1 The market is ready to make a major move Ticker Name Open Days High Days Low INTC Intel Corporation 34 19 34 90 34 16 IBM International Bus 164 73 164 75 161 89 TXN Texas Instruments 51 55 52 08 51 35 AMAT Applied Materials 22 35 22 85 22 35 Cisco Systems In 26 41 26 74 26 40
265. rint charview else printobj PrintChartView charview printobj PageSetupItem sender e 259 11 File and Printer Rendering Classes This routine invokes the chart objects printer setup dialog method public void PrinterSetup ChartView charview object sender System EventArgs e if charview null if printobj null printobj new ChartPrint charview else printobj PrintChartView charview printobj DoPrintDialog This routine invokes the chart objects PrintPreviewItem method public void PrintPreview ChartView charview object sender System EventArgs e if charview null if printobj null printobj new ChartPrint charview i else printobj PrintChartView charview printobj PrintPreviewItem sender e This routine prints a chart by invoking the chart objects DocPrintPage method public void PrintPage ChartView charview object sender System EventArgs e if charview null if printobj null printobj new ChartPrint charview printobj DoPrintDialog 0 else printobj PrintChartView charview printobj DocPrintPage sender e Visual Basic Imports System IO Imports System Drawing Imaging Imports com quinncurtis chart2dnet Imports com quinncurtis tachartnet Public Class Form Private printobj As ChartPrint Nothing Private Sub pageSetupToolStripMenuItem Clickx ByVal sender As Object ByVal e As EventArgs If Yah
266. rom from a URL or a file FinTechPrimaryChartDialog The dialog box for the Primary chart options FinTechSecondaryChartDialog The dialog box for the Secondary chart options FinEditAttributeDialog Edit a single line attribute with color line style line thickness and alpha value options FinEditAttributeDialog2 Edit one to three attributes with color line style and line thickness options FinEditAttributeDialog3 Edit one to three attributes with color line style and line thickness options The first attribute also includes an alpha option FinEditAttributeDialog4 Edit a group of line and fill attributes for a single object Includes line color fill color line style line thickness line alpha fill alpha and bar width options FinEditChartAttributes Edit the general characteristics of the primary and secondary charts Includes the chart size the button colors background colors plot area style and colors axes line and text colors font sizes and zoom windows data table and default date format US MM DD YY format or Euro DD MM YY format FinEditDataTableDialog Edit the data table characteristics Includes the number of rows and columns the table font and color and the background colors and style FinEditFillColorsDialog Edit one to four fill attributes for an objects which use multiple fill colors The first fill color also has an alpha option FinEditLimitsAttributesDialog Edit the attributes for the high and l
267. rtData finStockHistoricalData finStockData idStrings startDate stopDate finChartData AddColumnItem Date finChartData AddColumnItem Float finChartData AddColumnItem Insider finChartData AddColumnItem Capex finChartData AddColumnItem Net marg finChartData AddColumnItem Inv cap finChartData AddColumnItem P s finChartData AddColumnItem Roc finChartData AddColumnItem Stock px finChartData AddColumnItem Mkt de finChartData AddColumnItem Correl finChartData AddColumnItem Pe fwd finChartData AddColumnItem Rev gro Assuming that the primary chart has already been displayed an indication that the current data has already been read from the URL or file you can retrieve the data using code similar to below String currentdatastrings finChartData ReadStockData The result is a 2D array of string where the rows and columns are the same as the rows and columns of the data table The rows represent stocks and the columns represent the individual column items you configured the chart for In the example above you would retrieve the Pe fwd string column item index 11 of the stock with the ID Tex Inst idStrings index 2 using the following code int stockindex 2 int columnid 11 String Pe fwd string currentdatastrings stockindex columnid Alternatively you can retrieve the current data items directly from the data source using the ReadStockData method
268. rtis Inc may use such information for its business purposes including for product support and development Quinn Curtis Inc will not utilize such technical information in a form that personally identifies you 5 TERMINATION Without prejudice to any other rights Quinn Curtis Inc may terminate this EULA if you fail to comply with the terms and conditions of this EULA In such event you must destroy all copies of the SOFTWARE 6 COPYRIGHT The SOFTWARE is protected by United States copyright law and international treaty provisions You acknowledge that no title to the intellectual property in the SOFTWARE is transferred to you You further acknowledge that title and full ownership rights to the SOFTWARE will remain the exclusive property of Quinn Curtis Inc and you will not acquire any rights to the SOFTWARE except as expressly set forth in this license You agree that any copies of the SOFTWARE will contain the same proprietary notices which appear on and in the SOFTWARE 7 EXPORT RESTRICTIONS You agree that you will not export or re export the SOFTWARE to any country person entity or end user subject to U S A export restrictions Restricted countries currently include but are not necessarily limited to Cuba Iran Iraq Libya North Korea Sudan and Syria You warrant and represent that neither the U S A Bureau of Export Administration nor any other federal agency has suspended revoked or denied your export privileges 8 NO WA
269. ry chart displaying a Slow Stochastic indicator chart Primary Chart Window QCTAChart Technical Analysis Charting Tools The Primary chart window can display the OHLC stock data for up to three stocks using the following plot options e Classic Open high low close e Candlestick Simple line plot of close data Mountain or filled line plot of close data Equi volume candlestick plot e Open High Low Close Bar plot e Point and Figure plot e Renko plot Time frame starting date time and frame extent is controlled using a dedicated zoom control window e Data values for the plot at the intersection of a mouse controlled vertical cursor with the plot are displayed above each chart window You can also overlay the Primary chart using one or more of the following technical indicators e Simple moving averages e Exponential moving averages e Moving Average Bands e Bollinger Bands e Parabolic SAR Some the other options associated with the Primary chart are e Dynamic auto scaling to displayed data e Compare up to three different stocks e Linear Logarithmic and Normalized y axis scale e Synchronize scrolling panning and zooming of all chart windows e Financial Chart objects which can be dropped into a chart Horizontal and Vertical data makers 1 Introduction Fibonacci overlay Labels for Annotation Trend lines Arrows Secondary Chart Window The Secondary window can display the following technical indicators
270. s Upside Box Size Mode Box Size Pricing Mode Traditional h High Low Percentage Close v Downside Reversal Count 1 sj Attributes a Attribute options for Renko plots Upside Color used for boxes in an up trend Downside Color used for boxes in an down trend Box Size The fixed box size used in calculting and drawing the Renko chart Pricing Mode Selects if the High Low method or the Close method is used in the Renko chart calculation Reversal Count Specifies the fixed reversal count used in the Renko chart calculations Point and Figure Attributes CE Edit Point and Figure Attributes Upside Box Size Mode Box Size Pricing Mode ATR Period Fixed i High Low Wu d Attributes Fixed ATR x ose M M Y Downside Reversal Count Plot Type 3 3 E Traditional lt s and Os Attributes Bars Attribute options for Point and Figure Plots Upside Color used for text or boxes in an up trend Downside Color used for text or boxes in an down trend Box Size Mode Specifies the box size calculation mode used in calculating the Box size for the Point and 153 6 Display Stock Data in the Primary Chart Figure chart Traditional Percentage or Fixed or Fixed ATR Box Size The fixed box size used in calculting and drawing the Point and Figure chart Pricing Mode Selects if the High Low method or the Close method is used in the Point and Figure chart calculati
271. s String TAAPL INTO IBM TAN AMAT CSCO Dim finStockHistoricalData As New FinQuandlURLHistoricalDataSource WIKI For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i tickerStrings i C FinQuandlURLHistoricalDataSource finStockHistoricalData new FinQuandlURLHistoricalDataSource VB Dim finStockHistoricalData As New FinQuandlURLHistoricalDataSource Special Note You need to get a Quandl token from the Quandl web site https www quandl com if you plan to access the Quandl databases more than a fifty times a day The token can be obtained from Quandl and it is free You will have to provide some simple registration information to the Quandl web site in return for the token Once you have received the token you set it in the software using the FinChartConstants Quandl Token static property Sign up here https www quandl com users sign up Once you sign up you can view your unique token here https www quandl com help api If that link doesn t work look for Auth Token on this Quandl web page https www quandl com help api and follow the directions You must be signed up with Quandl though 118 QCTAChart Technical Analysis Charting Tools C FinChartConstants QuandlToken 9YVaMHshys5vKnqr4kak SIMILAR TO BUT NOT A VALID TOKEN VB FinChartConstants Quand1lToken 9YVaMHshys5S5vKngr4kak SIMILAR TO BUT NOT A VALID TOKE
272. s the alpha value is calculated as alpha 2 N 1 where N is the number of time periods specified in the smoothing in a 20 point exponential smooth of a set of data the alpha value is calculated as 2 21 or 0 0952 But in the case of Wilder smoothing the formal for alpha is alpha 1 N so that if the period length is 20 the alpha value of the exponential smoothing equations becomes 0 05 The ADX indicator also uses something called the True Range which is a value for each period calculated from the OHLC for that period and the previous period The formula is for i 0 True Range i Max Highs i Lows i Abs Highs i Closes i 1 Abs Closes i 1 Lows i Because the and signs in front of DM and DM can be confused with arithmetic operators we rename those indicators pDM and mDM for remaining formulas for i 0 pDM i Highs i Highs i 1 Positive in a rising trend mDM i Lowsf i 1 Lows i Positive in a falling trend An inside day where both calculations are negative both values are set to 0 If pDM i gt mDM then pDM i remains at its calculated value mDM i is set to 0 0 If pDM i lt mDM then mDM i remains at its calculated value mDM i is set to 0 0 Calculate the True Range values for the OHLC data TR14 14 period Wilder EMA of True Range data Calculate the 14 Period Wilder EMA of the pDM and mDM data pDM14 14 period Wilder EMA of pDM data mDM14 14 period
273. s Architecture of the Technical Analysis Charting Tools for Net Class Library This chapter presents an overview of the QCTA Chart class architecture It discusses the major design considerations of the architecture Charting Tools for Net Class Summary The QCTAChart library is a super set of the QCChart2D library The classes of the QCChart2D library are an integral part of the software A summary of the QCChart2D classes appears below QCChart2D Class Summary Chart view class The ChartView class is a UserControl subclass that manages the graph objects placed in the graph Data classes There are data classes for simple xy and group data types There are also data classes that handle System DateTime date time data and contour data Scale transform classes The scale transform classes handle the conversion of physical coordinate values to working coordinate values for a single dimension Coordinate transform classes The coordinate transform classes handle the conversion of physical coordinate values to working coordinate values for a parametric 2D coordinate system Attribute class The attribute class encapsulates the most common attributes line color fill color line style line thickness etc for a chart object Auto Scale classes The coordinate transform classes use the auto scale classes to establish the minimum and maximum values used to scale a 2D coordinate system The axis classes also use the auto scale classes to esta
274. s YR sic e te ce Williams R4 14 55 56 163 177 179 274 275 Windows Applications Windows Applications essssss 9 283 WorkingCoordinates eese WorkingCoordinates ssse 83 84 113 WorldCoordinates essen WorldCoordinates sss 83 84 113 Yahoo Fimance cccscccssscessscessscessecesseeeseecesseeesseeesseeeesaaea Yahoo Finance cccccccecccesseceeesseeeeeessneee 5 6 73 ZOOMUNG eecceeccesecsececceseceeceecesecesecececseeeaeceseceeeseeeeseceneeeeees LOOM o scia de ERG BOPYE UIS 110 113 114 Zooming 3 14 26 34 70 110 141 237 251 114 49 72 74 75 82 83 86 91 94 99 101 111 113 114 115 116 119 122 123 136 149 152 153 156 157 185 193 198 202 206 QCTAChart Technical Analysis Charting Tools 212 214 217 219 220 238 258 259 264 121 123 131 133 289 297 Data Sources eene nen enn nenne 15 data sources iv 5 7 72 115 116 117 119 120 307
275. s vertical text justification of the trend line start label The justification of the trend line end label is set to the opposite value You can add a vertical line programmatically using the FinChartView AddFinVLineToPrimaryChart method You MUST add it after the FinChartView BuildChart call Prototypes C public FinVLine AddFinVLineToPrimaryChart bool update ChartEvent evl public FinVLine AddFinVLineToPrimaryChart 206 QCTAChart Technical Analysis Charting Tools bool update VB Public Function AddFinVLineToPrimaryChart _ update As Boolean _ evl As ChartEvent _ As FinVLine Public Function AddFinVLineToPrimaryChart _ update As Boolean _ As FinVLine where AddFinHLineToPrimaryChart has the following characteristics Parameters update Type Boolean Force an immediate update of the chart rebuilding in the process evi Type ChartEvent The starting position of the cursor Return Value Returns the FinVLabel object created Examples In this example a vertical cursor 1s created 1n the middle of the current display and it is up to the user to reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this Bui ldchart this AddFinVLineToPrimaryChart true VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Me AddFinVLineToPrimaryChart True In this example a vertical cursor is created at a position defined by an OHLC stock value The u
276. s which are best displayed in their own chart area usually because they use a y axis coordinate system which is not the same as the primary chart The secondary charts always key on the first stock in the primary chart so you cannot monitor one stock in the Primary chart INTC for example and another in the secondary charts TXN for example Chapter 7 describes programming the Secondary Chart windows in detail 43 2 QCTAChart and Technical Analysis Average Directional Indicator ADX HE Form1 BAE The market is ready to make a major move C Full Scale ee 40 2005 2006 2007 2008 2008 10 21 14 INTC 0 31 47 H 32 41 L 31 38 C 32 40 v 33064095 68 Parabolic SAR 0 020 0 020 0 200 29 46 6 02 14 701 14 10 01 14 11 03 14 2014 10 21 14 ADX 14 33 87 DM 16 61 DM 33 93 The ADX indicator is used to measure the strength of a trend The Average Directional Indicator ADX was originally developed by J Welles Wilder and is described in his book New Concepts in Technical Trading System The ADX is used to measure the strength of a trend Its related components the Minus Directional Indicator DI and Plus Directional Indicator DJ are used to measure the strength of a trend The ADX indicator is often used in conjunction with the Parabolic SAR indicator to confirm a trend In the chart above the Primary chart shows the Parabolic SAR indicator and the bottom chart shows the ADX indicator blue line the DI indicator
277. sed to detect overbought and oversold conditions for the given stock Williams R was developed by Larry Williams a publisher of trading and technical analysis materials to indicate overbought and oversold market conditions for a stock Similar to the Stochastic indicator it compares a stock s close to the high low range over a certain period of time usually 14 days For some strange reason the indicator is normalized in the range 0 0 to 100 so that an overbought condition is represented by the indicator above the 20 line and an oversold condition represented by the indicator below 80 A value of 100 for the index means that the close today was at the lowest low of the past N days and a value of 0 for the index means that a close today was at the highest high of the past N days When it is plotted the Williams R indicator looks the same as the Stochastic K indicator except that the y axis values are shifted down by 100 Trading Strategies Stochastic Action Limits Recommended action limits for Williams R charts are a high limit of 20 overbought and a low limit of 80 oversold While Williams himself specifies a 10 day period most users prefer the 14 day period the same as the Stochastic K indicator Williams used a 10 trading day period and considered values below 80 as oversold and above 20 as overbought Most users seem to use a 14 day period though consistent with the Stochastic indicator time period Buy when Buy
278. ser can still reposition it using the mouse C this AddPrimaryChart TXN ChartObj OHLC this Buildchart EventGroupDataset rawStockData this GetCurrentTickerData ChartEvent vlevl rawStockData GetEvent 60 FinVLine finvlinel this AddFinVLineToPrimaryChart true vlevl 207 8 Financial Chart Objects VB Me AddPrimaryChart TXN ChartObj OHLC Me BuildChart Dim rawStockData As EventGroupDataset Me GetCurrentTickerData Dim vlevl As ChartEvent rawStockData GetEvent 60 Dim finvlinel As FinVLine Me AddFinVLineToPrimaryChart True vlev1 Fibonacci Overlay Define the Fibonacci overlay by first selecting the Fibonacci option from the toolstrip at the left of the graph Then left click the mouse in succession at the lower left and upper right corners of the desired Fibonacci overlay not a click and drag rather two distinct single clicks There is no need to be exact since you can adjust the Fibonacci overlay after it is created You can also define a Fibonacci overlay by right clicking on the chart and selecting Add Fibonacci from the pop up menus Then left click for the lower left corner of the Fibonacci overlay and left click again for the upper right corner of the overlay EE Form1 File Exit C Show Table T The market is ready to make a major move 2005 2006 2007 2008 2008 2010 10 17 1400 83 00 H 93 89L 82 46 C 93 00 V 69546700 00 2 1 13 401 13 6 03 13 B 01 13 10 01 13 12
279. ses The ChartAttribute class contains basic color line style and gradient information for the object while the PhysicalCoordinates maintains the coordinate system used by object The majority of classes in the library derive from the GraphObj class each class a specific charting object such as an axis an axis label a simple plot or a group plot This class fills the background of the entire chart or the plot area of the chart using a solid color a color gradient or a texture Creating a PhysicalCoordinates coordinate system does not automatically create a pair of x and y axes Axes are separate charting objects drawn with respect to a specific PhysicalCoordinates object The coordinate system and the axes do not need to have the same limits In general the limits of the coordinate system should be greater than or equal to the limits of the axes The coordinate system may have limits of 0 to 15 while you may want the axes to extend from 0 to 10 2 a TOME ee Si 400 200 Widget Tolerances by Worker 1500 60 1000 500 Event Partition Graphs can have an UNLIMITED number of x and y axes 86 QCTAChart Technical Analysis Charting Tools Axis This class is the abstract base class for the other axis classes It contains data and drawing routines common to all axis classes Linear Axes 100 0 00004 50 0 00002 0 0 00000 an 0 01 0 02 0 03 0 04 0 05 0 00002 0 00004 100 0 4 0 2 0 0 0 2
280. sic options e Plot a single stock as a OHLC Candlestick Line OHLC Bar Candlestick Volume Mountain plot Point and Figure or Renko chart e Plot up to three stocks against one another Usually this is done using line plots The y axis of the Primary chart plotting area can be scaled using linear logarithmic or normalized scaling Linear is usually used for plotting a single stock which show price movement in a relatively small range Logarithmic is used when a stock shows a large change in value over time Apple for example Normalized is used when comparing stocks which will usually have a different range of values There are two ways you can setup the Primary chart for a combination of these options The first is to explicitly setup the Primary chart in your program The second is to do a basic setup and then permit the user to customize the chart using the built in Primary chart dialog Adding Stocks to the Primary Chart The first thing you must do is attach the FinChartData you created in the previous chapter to the FinChartView using the FinChartView method InitFinChartView This adds a portfolio of stocks you can choose from to the current view Typically you will be working in a subclass of the FinChartView class So the methods of FinChartView are called without a direct class reference or by using this as the class reference C this InitFinChartView finChartData VB Me InitFinChartView finChartData Th
281. sing the ChartView and FinChartView classes can be printed and saved to an image file using the techniques described in the QCChart2D manual QCChart2DNetManual pdf This chapter repeats that information substituting examples extracted from the for QCTAChart examples High quality B amp W and color printing is an important feature of the charting library The resulting graph renders on the printer using the resolution of the output device for both text and graphical elements of the chart and does not transfer a grainy image from the computer to the printer The QCChart2D for Net software uses the Microsoft Net PrintDocument component to implement printing Since the aspect ratio of the printed page is different from the aspect ratio of common displays options are included that allow different modes for positioning and sizing the chart on the printed page The BufferedImage class converts a chart into a Net Bitmap object or saves the chart to a file in any of the graphics formats supported by the System Drawing Imaging ImageFormat class The image file is placeable in a web page or an application program Printing a Chart Class ChartPrint ChartObj ChartPrint The ChartPrint class uses the Microsoft Net PrintDocument component to implement printing The class selects setups and outputs a chart to a printer ChartPrint constructor Visual Basic Overloads Public Sub New _ ByVal component As ChartView ByVal nsizemode As Integ
282. stem Many different coordinate systems are used to position and draw objects in a graph Examples of some of the coordinate systems include the device coordinates of the current window normalized coordinates for the current window and plotting area and scaled physical coordinates of the plotting area UserCoordinates This class manages the interface to the System Drawing classes and contains routines for drawing lines rectangles and text using Net device coordinates WorldCoordinates This class derives from the UserCoordinates class and maps a device independent world coordinate system on top of the Net device coordinate 83 4 QCChart2D for Net WorkingCoordinates PhysicalCoordinates CartesianCoordinates TimeCoordinates ElapsedTimeCoordinates PolarCoordinates AntennaCoordinates Attribute Class ChartAttribute ChartGradient system This class derives from the WorldCoordinates class and extends the physical coordinate system of the plot area the area typically bounded by the charts axes to include the complete graph area the area of the chart outside of the plot area This class is an abstract base class derived from WorkingCoordinates and defines the routines needed to map the physical coordinate system of a plot area into a working coordinate system Different scale objects ChartScale derived are installed for converting physical x and y coordinate values into working coordinate values This class is
283. stock data and makes it very easy to identify trends up or down As in the example above it compresses the time frame so that many years of data seven in the example above can be displayed without crowding A good book on the subject is Point and Figure Charting by Thomas J Dorsey Our version of the Point and Figure charts includes most of the features found in advanced versions It marks the years of the columns along the x axis Months are indicated in column using numbers to 9 and letters A B and C as most implementations do Point and Figure y Axis Scale Modes There are four common methods used to scale the y axis traditional percentage fixed and fixed ATR The traditional mode is the most common The traditional y axis scale described above with changes in box size at values of 1 5 20 100 is generally meant for a stock price range of 5 to 100 It uses mostly integer based numeric values because these are easier to calculate and plot by hand a legacy of the 100 year history of point and figure charts But many stocks have a much broader range especially in non US markets where the valuation of the stocks in the local currency can be in the thousands In these cases a percentage based method is preferrable When the percentage method is used each box size is a fixed percentage larger than the preceding box size The two fixed modes fixed and fixed ATR are useful if the stocks are moving in a relatively narrow range
284. t Box and Whisker Plots are used in Descriptive Statistics New York Houston San Francisco Boston Pittsburgh BoxWhiskerPlot This class is a concrete implementation of the GroupPlot class and displays box and whisker plots The BoxWhiskerPlot class graphically depicts groups of numerical data through their five number summaries the smallest observation lower quartile Q1 median Q2 upper quartile Q3 and largest observation Technical Analysis Uses Candlestick Plots The Open Close box is filled if the open price is greater than the close price CandlestickPlot This class is a concrete implementation of the GroupPlot class and displays stock market data in an open high low close format common in financial technical analysis 96 CellPlot ErrorBarPlot FloatingBarPlot Magazine Distance from Closest Walmart Miles QCTAChart Technical Analysis Charting Tools Cell Plot of Population Density 0 50 100 150 200 Mean Family Income 1000 The Cell plot will plot rectangles of any size color and postion This class is a concrete implementation of the GroupPlot class and displays cell plots A cell plot is a collection of rectangular objects with independent positions widths and heights specified using the values of the associated group dataset This class is a concrete implementation of the GroupPlot class and displays error bars Error bars are two lines positioned about a data point that signify the
285. t GroupDataset TimeGroupDataset ElapsedTimeGroupDataset The dataset classes organize the numeric data associated with a plotting object There are two major types of data supported by the ChartDataset class The first is simple xy data where for every x value there is one y value The second data type is group data where every x value can have one or more y values ChartDataset The abstract base class for the other dataset classes It contains data common to all of the dataset classes such as the x value array the number of x values the dataset name and the dataset type SimpleDataset Represents simple xy data where for every x value there is one y value TimeSimpleDataset A subclass of SimpleDataset it is initialized using ChartCalendar dates a wrapper around the System DateTime value class in place of the x or y values ElapsedTimeSimpleDataset A subclass of SimpleDataset it is initialized with TimeSpan objects or milliseconds in place of the x or y values ContourDataset A subclass of SimpleDataset it adds a third dimension z values to the x and y values of the simple dataset GroupDataset Represents group data where every x value can have one or more y values TimeGroupDataset A subclass of GroupDataset it uses ChartCalendar dates a wrapper around the System DateTime value class as the x values and floating point numbers as the y values 82 QCTAChart Technical Analysis Charting Tools ElapsedTimeGroupDa
286. t dialog seen below Attribute options for the Vertical Cursor Dialog Line Attributes Color Primary color for the object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Show Handles Check and the grab handles of the trend line are displayed at the endpoints Text Attributes Font Edit the text Font and Font Size 205 8 Financial Chart Objects Font style Microsoft Sans Serif Regular DETIENE EETHEETEN ET Mistral Italic O Modem No 20 Bold O Monotype Corsiva Bold Italic O MS Reference Sans 5 O MS Reference Specia Ir MT Extra v Effects Sample C Strikeout C Underline AaBbYyZz Script Westem Custom Date Format Set a custom date format using the standard Net date formatting rules The default is mm dd yy Text Color Select the color of the text Background Select the background color of the text Use Background Check this box if you want the background rectangle of the text to overwrite what is underneath Plot Area Clipping Check this box if you want the text to clip to the plotting area the area bounded by the axes Horizontal Justify Sets horizontal text justification of the trend line start label The justification of the trend line end label is set to the opposite value Vertical Justify Set
287. t Objects Font style Microsoft Sans Serif Regular L DD dL J PETRE FATMA ET Mistral Italic O Modem No 20 Bold O Monotype Corsiva Bold Italic O MS Reference Sans 5 O MS Reference Specia T MT Extra Mi Effects Sample C Strikeout C Underline AaBbYyZz Script m Western v Numeric precision Set the numeric precision of the text labels Text Color Select the color of the text Background Select the background color of the text Use Background Check this box if you want the background rectangle of the text to overwrite what is underneath Plot Area Clipping Check this box if you want the text to clip to the plotting area the area bounded by the axes Horizontal Justify Sets horizontal text justification of the trend line start label The justification of the trend line end label is set to the opposite value Vertical Justify Sets vertical text justification of the trend line start label The justification of the trend line end label is set to the opposite value You can add a horizontal line programmatically using the FinChartView AddFinHLineToPrimaryChart method You MUST add it after the FinChartView BuildChart call Prototypes C public FinHLine AddFinHLineToPrimaryChart bool update 202 QCTAChart Technical Analysis Charting Tools ChartEvent evil public FinHLine AddFinHLineToPrimaryChart
288. t Quarter PriceEPSEstimateCurrentYear Price EPS Estimate lt CR gt Current Year PriceEPSEstimateNextYear Price EPS Estimate lt CR gt Next Year FloatShares Float Shares OneyrTargetPrice One Year lt CR gt Target Price OrderBookRealtime Order Book lt CR gt Real Time arketCapRealtime Market Cap lt CR gt Real Time ChangeFromYearLow Change From lt CR gt 52 Week Low PercentChangeFromYearLow Change From lt CR gt 52 Week Low LastTradeRealtimeWithTime Last Trade R T CR With Time ChangePercentRealtime 9 Change Real Time LastTradeSize Last Trade lt CR gt Size ChangeFromYearHigh Change From lt CR gt 52 Week High PercebtChangeFromYearHigh Change From lt CR gt 52 Week High LastTradeWithTime Last Trade lt CR gt With Time DaysRangeRealtime Days Range lt CR gt Real Time FiftydayMovingAverage Moving Average lt CR gt 50 Day TwoHundreddayMovingAverage Moving Average lt CR gt 200 Day ChangeFromTwoHundreddayMovingAverage Change From 200 D lt CR gt Moving Average PercentChangeFromTwoHundreddayMovingAverag e 9 Change From 200 D lt CR gt Moving Average ChangeFromFiftydayMovingAverage Change From 50 D lt CR gt Moving Average PercentChangeFromFiftydayMovingAverage 9 Change From 50 D CR Moving Average ExDividendDate Ex Dividend Date DividendPayDate Dividend Pay Date PERatioRealtime P E
289. t Trade Date LastTradeTime Last Trade Time DaysRange Days Range PERatio PE Ratio PEGRatio PEG Ratio PercentChange Percent Change Change Change Change PercentChange Change Percent Change YearRange Year Range Currency Currency 133 5 Configuring QCTAChart Datasources ChangeRealtime Change Realtime AfterHoursChangeRealtime After Hours Change Realtime DividendShare Dividend per Share EarningsShare Earnings per Share DividendYield Dividend Yield MarketCapitalization Market Capitalization EBITDA EBITDA BookValue Book Value PriceSales Price Sales PriceBook Price Book ShortRatio Shor tRatio AverageDailyVolume Average Daily Volume EPSEstimateCurrentY ear EPS Estimate Current Year EPSEstimateNextY ear EPS Estimate Next Year EPSEstimateNextQuarter EPS Estimate Next Quarter PriceEPSEstimateCurrentY ear Price EPS Estimate Current Year PriceEPSEstimateNextY ear Price EPS Estimate Next Year OneyrTargetPrice One yr Target Price ChangeFromYearLow Change From Year Low PercentChangeFromYearLow Percent Change From Year Low LastTradeRealtimeWithTime Last Trade Realtime With Time ChangePercentRealtime Change Percent Realtime ChangeFromY earHigh Change From Year High PercentChangeFromY earHigh Percent Change From Year High LastTradeWithTime Last Trade With Time DaysRangeRealtime Days Range Realtime
290. t Value 0 02 The Par SAR step increment sarstepmax Type Double Default Value 0 2 The Par SAR step max value C int parsarstartindex 5 double sarstepstart 0 02 double sarstepincr 0 02 double sarstepmax 0 20 this AddParabolicSARToPrimaryChart parsarstartindex sarstepstart startstepincr sarstepmax VB Dim parsarstartindex As Integer 5 Dim sarstepstart As Double 0 02 Dim sarstepincr As Double 0 02 Dim sarstepmax As Double 0 2 Me AddParabolicSARToPrimaryChart parsarstartindex sarstepstart startstepincr sarstepmax Primary Chart Dialog Exactly the same thing can be achieved without programming using the Primary Chart Dialog which is invoked using the P button in the upper right hand corner of the Primary Chart Start with a minimum Primary Chart with just the plot for a single stock and customize it from there C this AddPrimaryChart TXN ChartObj OHLC VB Me AddPrimaryChart TXN ChartObj OHLC 148 QCTAChart Technical Analysis Charting Tools Plotted Datasets Fist Third o0 Index HE v Plot Type OHLC v v Line Plot v Atrbutes Attributes Attributes Simple Moving Average Exponential Moving Average Period 9 Period Period 9 Period Bollinger Bands Moving Average Bands Period 20 Bandwidth SD 2 V Fil pad 20 Bandwidth 0 03 Fil Parabolic SAR Start Index 5 Step Stat 0 02 Step Incr
291. t values in a plot are separated by a value of 1 0 Enter the item width as a value in the range of 0 0 to 1 0 Fill Color The color of any fill associated with the object Fill Alpha The transparency of the fill color use value in the range 0 255 Scatter Plot Attributes ES Edit Scatter Plot Attributes Color Symbol Size Pts Line Thickness HBar vVBar Circe Fill Alpha Fil 25 151 6 Display Stock Data in the Primary Chart Attribute options for Scatter plots Color Primary color of the scatter plot object Symbol The symbol used in the scatter plot Square Up Triangle Down Triangle Diamond Cross Plus Star Line Hbar Vbar and Circle Size Pts Size of the scatter plot symbol in points Line Width The width of the line used to draw the scatter plot symbols Fill A flag which if checked specifies that the scatter plot symbol should be filled Fill Alpha The transparency of the fill color use value in the range 0 255 ES Edit OHLC Bar Plot Attributes Fill Alpha OHLC Bar Attributes Attribute options for OHLC Bar Attributes Color Select the color for the Top Middle Bottom and the Dot Fill Alpha The transparency of the fill color use value in the range 0 255 The same alpha value is used for the Top Middle Bottom and Dot colors 152 QCTAChart Technical Analysis Charting Tools Renko Attributes ES Edit Renko Plot Attribute
292. t2dnet EventCoordinates FinPointAndFigureCoordinates Com quinncurtis chart2dnet Axis FinPointAndFigureY Axis Com quinncurtis chart2dnet EventAxis FinPointAndFigureXAxis Com quinncurtis chart2dnet EventAxisLabels FinPointAndFigureXAxisLabels Com quinncurtis chart2dnet GroupPlot FinPointAndFigurePlot The Point and Figure charts are unique in many different ways The x and y scales of a Point and Figure coordinate system are unique The x scale is non linear with respect to time and the y scale is non linear and non logarithmic with respect to stock price So a unique set of classes specific to Point and Figure charts were created for the software FinPointAndFigureAutoScale Used to auto scale the plotting area for a Point and Figure chart FinPointAndFigureScale A Point and Figure chart uses a unique non linear y scale based on box size As the y values increase in the scale from 0 1 to 1000 the box size changes FinPointAndFigureCoordinates The Point and Figure chart uses an event based coordinate system which is non linear PointAndFigureScale in the y scale and linear but not time based or event number based in the x scale FinPointAndFigureY Axis Used in a Point and Figure chart to display the y axis of the Point and Figure coordinate system FinPointAndFigureXAxis Used in a Point and Figure chart to display the x axis of the Point and Figure coordinate system 74 QCTAChart Technical Analysis Charting Tools
293. tData AddColumnItem Pe fwd finChartData AddColumnItem Rev gro finChartData AddColumnItem Ebit finChartData AddColumnItem Ebit 1t finChartData AddColumnItem Ebitda finChartData AddColumnItem Eff tax finChartData AddColumnItem Ev finChartData AddColumnItem Ev cap finChartData AddColumnItem Ev salestr finChartData AddColumnItem Ev ebit finChartData AddColumnItem Ev ebitda VB Dim finStockData As New FinQuandlURLCurrentDataSource Dim finStockHistoricalData As New FinQuandlURLHistoricalDataSource For i As Integer 0 To idStrings Length 1 finStockHistoricalData AddTickerLookupItem idStrings i historicalTickerLookup i finStockData AddTickerLookupItem idStrings i currentDataStockLookup i Next finChartData New FinChartData finStockHistoricalData finStockData idStrings startDate stopDate items are case invariant finChartData AddColumnItem Date finChartData AddColumnItem Float finChartData AddColumnItem Insider finChartData AddColumnItem Capex finChartData AddColumnItem Net marg finChartData AddColumnItem Inv cap finChartData AddColumnItem P s finChartData AddColumnItem Roc finChartData AddColumnItem Stock px finChartData AddColumnItem Mkt de finChartData AddColumnItem Correl finChartData AddColumnItem Pe fwd finChartData AddColumnItem Rev gro finChartData AddColumnItem Ebit finChartData AddColum
294. tPage method Public Sub PrintPage ByVal charview As FinChartView ByVal sender As Object ByVal e As System EventArgs If charview IsNot Nothing Then If printobj Is Nothing Then printobj New ChartPrint charview charview ControlObjectsVisible False printobj DoPrintDialog charview ControlObjectsVisible True Else printobj PrintChartView charview End If printobj DocPrintPage sender e End If End Sub Private Sub Forml Load ByVal sender As System Object ByVal e As System EventArgs Handles MyBase Load End Sub Private Sub pageSetupToolStripMenuItem Click ByVal sender As System Object ByVal e As System EventArgs Handles pageSetupToolStripMenuItem Click If YahooDatasourceExampleUserControll11 IsNot Nothing Then Me PageSetup YahooDatasourceExampleUserControlll sender e End If End Sub Private Sub printerSetupToolStripMenuItem Click ByVal sender As System Object ByVal e As System EventArgs Handles printerSetupToolStripMenuItem Click If YahooDatasourceExampleUserControlll IsNot Nothing Then Me PrinterSetup YahooDatasourceExampleUserControlll sender e End If End Sub Private Sub printPreviewToolStripMenuItem Click ByVal sender As System Object ByVal e As System EventArgs Handles printPreviewToolStripMenuItem Click If YahooDatasourceExampleUserControll11 IsNot Nothing Then Me PrintPreview YahooDatasourceExampleUserControlll sender e End If End Sub Private Sub printToolStripMenuItem Click ByVal sender As System O
295. ta for a large number of USA and non USA stocks They also have a constantly updated and standardized collection of financial ratio data for the same stocks Unlike Google and Yahoo Quandl does not have a data source for intraday stock data Quandl seems to be committed to providing free access to EOD financial data You will need to register with them if you want to make heavy usage of their data In return they give you a key or taken which is used in the accessing the Quandl URL address Our software can access Quand for historical data feeds and for current financial ratio data feeds Metastock Metastock has been in the business of supplying market data for a subscription fee for 30 years Originally they supplied data on media using a proprietary binary format Starting with Metastock 12 the shifted to supplying data to their paying customers using online methods only Then starting with Metastock 13 they reversed that policy and added support for an easy to read CSV file structure for storing stock OHLCV data in a file on a local computer Many other companies also use the Metastock CSV file format for their own data so it has become a standard for OHLCV data in file format Our software can read Metastock CSV historical data files and if the standard Metastock first line header is part of the file automatically adjust to any of Metastock column formats The QCTAChart is a template that integrate the QCChart2D charting software with tabl
296. taset A subclass of GroupDataset it uses TimeSpan objects or milliseconds as the x values and floating point numbers as the y values Scale Classes ChartScale LinearScale LogScale TimeScale ElapsedTimeScale The ChartScale abstract base class defines coordinate transformation functions for a single dimension It is useful to be able to mix and match different scale transform functions for x and y dimensions of the PhysicalCoordinates class The job of a ChartScale derived object is to convert a dimension from the current physical coordinate system into the current working coordinate system LinearScale A concrete implementation of the ChartScale class It converts a linear physical coordinate system into the working coordinate system LogScale A concrete implementation of the ChartScale class It converts a logarithmic physical coordinate system into the working coordinate system TimeScale A concrete implementation of the ChartScale class converts a date time physical coordinate system into the working coordinate system ElapsedTimeScale A concrete implementation of the ChartScale class converts an elapsed time coordinate system into the working coordinate system Coordinate Transform Classes UserCoordinates WorldCoordinates WorkingCoordinates PhysicalCoordinates CartesianCoordinates ElapsedTimeCoordinates PolarCoordinates AntennaCoordinates TimeCoordinates The coordinate transform classes maintain a 2D coordinate sy
297. tennaPlot AntennaLinePlot AntennaScatterPlot AntennaLineMarkerPlot GraphObj AntennaAnnotation Antenna plots that use data organized as arrays of x and y values where an x value represents the radial value of a point in antenna coordinates and the y value represents the angle in degrees of a point in antenna coordinates Antenna plot types include line plots scatter plots line marker plots and an annotation class AntennaPlot This class is an abstract base class for the polar plot classes 102 QCTAChart Technical Analysis Charting Tools 270 180 AntennaLineMarkerPlot AntennaLinePlot This class is a concrete implementation of the AntennaPlot class and displays data in a simple line plot format The lines drawn between adjacent data points use antenna coordinate interpolation AntennaScatterPlot This class is a concrete implementation of the AntennaPlot class and displays data in a simple scatter plot format AntennaLineMarkerPlot This class is a concrete implementation of the AntennaPlot class and displays data in a simple line markder plot format AntennaAnnotation This class is used to highlight or mark a specific attribute of the chart It can mark a constant radial value using a circle or it can mark a constant angular value using a radial line from the origin to the outer edge of the scale Pie and Ring Chart Classes It uses data organized as arrays of x and y values where an x value represents the nume
298. than older data Because of this it can react quicker to changing circumstances Otherwise the buy and sell rules are much the same as the SMA If the shorter of the EMA signals moves up and through the longer it considered a buy signal If the shorter of the EMA signals moves down and through the longer it considered a sell signal It can be used singly or in pairs same as the SMA examples ES Form1 The market is ready to make a major move 2005 2006 T1A7714INTC 34 24 EMA S3 33 71 E 5 27 8 01 13 S D3 13 11 01 13 1 02 14 2 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B U01 14 9 02 14 11 03 14 s 2013 2014 May traders prefer the exponential moving average EMA over the simple moving average SMA because the EMA weighs more recent data more heavily than old data A EMA signal is simple to calculate The EMA for a time series Y t it can be calculated using the formula Starting with i N the EMA signal starts at the Nth data point the first value is calculated as the simple moving average SMA of the same time period This gives a starting point for the EMA calculation i N EMA i SMA i Subsequent calculations use the formula i gt N EMA i EMA i 1 1 alpha Y i alpha 37 2 QCTAChart and Technical Analysis where EMA i is the current EMA value EMA i 1 is the previous EMA value alpha is the smoothing constant in the range 0 0 to 1 0 Y i is the current value of the source signal In words the
299. the FinChartView window to scroll through the data using a fixed extent for the time frame 26 QCTAChart Technical Analysis Charting Tools ES Form1 The market is ready to make a major move 2005 2006 3 18 14 QQQ 83 87 2012 378 14 Stochastic K 14 69 64 Fast ZD 3 33 7 Slow D 3 26 20 YooIg MOS MACD 26 12 9 The zoom box of the of the Zoom window now encompasses almost four years of data Changes to the zoom box affects both the Primary and Secondary charts 27 2 QCTAChart and Technical Analysis Data Cursor HE Form1 The market is ready to make a major move 30 2 01 13 4 01 13 603 13 8 01 13 10 01 13 12 02 13 3 03 14 5 01 14 7 01 14 98 02 14 11 03 14 s 2013 2014 4 Data values Open high low close volume for the time period under the cursor are displayed at the top of chart The data cursor is a mouse movable vertical line which tracks the mouse cursor x location drawn through all of the chart Data values associated with the cursor location appear to the left and above the plot area for each chart This applies to the Primary chart and the Secondary indicator charts The data cursor values will be color coded to one of the plots in the associated chart 28 QCTAChart Technical Analysis Charting Tools EE Form1 The market is ready to make a major move 2005 2006 2007 2008 2009 10 24 14 TXN O 46 80H 47 30L 46 45 C 47 24 V 5568004 12 8 02 14 11 03 14 200
300. the chart using the given parameters Me BuildChart End Sub If you want to ditch the Xs and Os and go with the alternate version which uses filled bars instead use the following code instead Set the BoxFillAttributes property with the second color for the bars and the PfDisplayMode property to 1 A Point and Figure chart using bars rather than Xs and Os C plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT TRADITIONAL plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT BARS VB plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT TRADITIONAL plotobj PfPlotType FinChartConstants POINT AND FIGURE PLOT BARS 239 QCTAChart Technical Analysis Charting Tools 241 10 Renko Charts E Form1 BAR Point and Figure Chart Renko Chart Om Renko Chart O Full Scale 2009 2010 11 05 14 0 50 48 H 51 18 L 50 27 C 51 13 v 5302600 00 2012 2013 2014 Renko charts are similar to Point and Figure charts in that they do not plot price against time as other techniques do Instead it plots price against changes in direction by plotting filled boxes called bricks in Renko terminology as the price rises and unfilled boxes as the price falls As long the stock price is increasing and does not backtrack by more than the brick size size the price increase is displayed as an rising diagonal of bricks Each time the price rises enough to warrant a new brick a
301. the first set of values derive from the second you ask Choose a seed value from the Fibonacci sequence of 89 233 89 2 618 144 89 1 618 89 89 1 00 55 89 0 618 34 89 0 382 21 89 0 236 And the 0 50 level is thrown in for good measure because market technicians like 50 as a retracement level Typically you place the bottom of the Fibonacci rectangle at a local minimum and the maximum at a local maximum and the intermediate values represent price support and resistance levels 63 2 QCTAChart and Technical Analysis Select the Fibon option from the toolbar then click the lower left corner and the upper right corner of where you want the Fibonacci overlay The Fibonacci overlay will be drawn at the selected location with the Fibonacci levels 0 and 100 at the click points The overlay can be adjusted by click dragging the corners or the center of the overlay If you define the Fibonacci rectangle by clicking the top corner point first then the bottom corner point an inverted Fibonacci sequence will be created with the 0 0 level at the top and levels increasing towards 262 downward Labels for Annotation ES Form1 fel The market is ready to make a major move C Full Scale 2005 2006 2007 2008 2009 2010 10 27 14000 0 98 43 ur 38 87L 98 02 C 38 B3 Vv POI 00 3 E i This ls a Text annotation of the aaa market index a ee es t 10 01 13 11 01 13 12 02 13 1 02 14 2 03 14 3 03 14 4 01 1
302. the low action limit 30 51 2 QCTAChart and Technical Analysis Sell when Sell when the RSI value passes downward and through the high action limit 70 In a trending market Buy when Buy when the RSI value passes upwards and through the low action limit 40 Sell when Sell when the RSI value passes downward and through the high action limit 60 Formula Fori gt 1 if Close i Close i 1 gt 0 U i Close i Close 1 1 D i 0 else if Close i 1 Close 1 gt 0 UL 0 D i Close 1 1 Close 1 else if Close i 1 Close 1 Ui 0 Dj 0 Each U i and D 1 value is smoothed using an N period exponential smoothing routine The result is UfiJSm D i Sm The RS value is calculated as RS i U i Sm D i Sm and finally the RSI values is normalized to the range 0 to 100 using the formula RSI i 100 100 1 RS i 52 QCTAChart Technical Analysis Charting Tools Stochastic Fast and Slow ES Form1 The market is ready to make a major move 2005 2006 10 14 14 INTC 31 93 EMA S 32 75 10 01 13 11 01 13 12 02 13 1 02 14 2 03 14 3 03 14 4 01 14 5 01 14 6 02 14 7 01 14 B 01 14 9 02 14 10 01 14 11 03 14 2014 10 14 14 Stochastic K a low D 3 30 95 yours 18e J L EMEN AA 10 0143 11 01 13 12 02 13 1 02 14 2 03 14 3 03 14 4 D1 14 501 14 6 02 14 7 1 14 801 14 9 02 14 10 0114 11 05 14 2013 2014 The bottom chart plots K vs D Fast Stochast
303. tical data marker in a chart displaying the x axis value of the marker on the end Object is moveable FinTrendLine Place a trend line in a chart The object can be moved whole and the endpoints can be moved independently FinText Place a text label in a chart using Normalized Graph Coordinates which does not move when the chart scale changes FinLabel Place a text label in a chart using Physical Graph Coordinates which will follow the data as the chart is panned and zoomed FinArrow Place an arrow in a chart The arrow can be moved whole and the endpoints can be moved independently The arrow can have a text annotation at the tail end of the arrow Other useful classes FinStrings All of the strings used in the software are defined in a Dictionary object in the static FinStrings class FinChartConstants Consolidates most of the constants used throughout the software FinChartData Organizes all of the historical and current financial datasets used in FinChartView window FinChartPlotBase Contains all of the charting objects needed by a chart in FinChartView window Each chart Primary chart secondary charts and zoom chart is its own FinChartPlotBase object FinChartSupport 76 QCTAChart Technical Analysis Charting Tools A grouping of common support routines for the software FinTimeSeriesDataset Subclasses a EventGroupDataset and adds a historical data source object which will acquire the specified OHLCV data f
304. to current Close ELSE Do nothing j ELSE IF you are currently in an O column i e prices have been falling 1 IF Close breaks out of the current box into a new lower box draw the new O s ELSE _ IF Close triggers a 3 box reversal Start a new column and fill in Xs up to to current Close ELSE Do nothing j Typical Price Method The Typical Price for each OHLC event is calculated as High value Low value Close value 3 Here is the basic psuedo code algorithm for the Typical Price method IF you are currently in an X column i e prices have been rising 1 IF Typical Price breaks out of the current box into a new higher box draw the new X ELSE IF Typical Price triggers a 3 box reversal Start a new column and fill in Os down to to current Typical Price ELSE Do nothing j ELSE IF you are currently in an O column i e prices have been falling 233 9 Point and Figure Charts 1 IF Typical Price breaks out of the current box into a new lower box draw the new O s ELSE IF Typical Price triggers a 3 box reversal Start a new column and fill in Xs up to to current Typical Price ELSE Do nothing j The P amp F Price mode can be set using the Attribute dialog for the chart found in the Primary Chart Dialog page Plotted Datasets First Index INTC v Plot Type v Select the Attribute box the blue box above and the P amp F dialog will appear Set the Pricing Mode combon b
305. tockHistoricalData AddTickerLookupItem idStrings i stockFilenames i Next finChartData New FinChartData finStockHistoricalData idStrings startDate stopDate InitFinChartView finChartData The Quand WIKI format looks like Date Open High Low Close Volume Ex Dividend Split Ratio Adj Open Adj High Adj Low Adj Close Adj Volume 2014 12 18 36 78 37 02 36 43 37 02 31301981 0 0 0 1 0 36 78 37 02 36 43 37 02 31301981 0 2014 12 17 35 62 36 33 35 33 36 24 31043291 0 0 0 1 0 35 62 36 33 35 33 36 24 31043291 0 2014 12 16 35 82 36 5 35 56 35 56 30868335 0 0 0 1 0 35 82 36 5 35 56 35 56 30868335 0 2014 12 15 36 39 36 783 35 9 35 92 30292187 0 0 0 1 0 36 39 36 783 35 9 35 902 30292187 0 126 QCTAChart Technical Analysis Charting Tools 2014 12 11 36 44 37 21 36 44 36 7 24821993 0 0 0 1 0 36 44 37 21 36 44 36 7 24821993 0 2014 12 10 36 93 37 02 36 3 36 42 27257663 0 0 0 1 0 36 93 37 02 36 3 36 42 27257663 0 2014 12 09 36 68 37 09 36 3 36 89 28460487 0 0 0 1 0 36 68 37 09 36 3 36 89 28460487 0 2014 12 05 37 52 37 9 37 52 37 67 19019870 0 0 0 1 0 37 52 37 9 37 52 37 67 19019870 0 2014 12 04 37 39 37 46 37 04 37 46 23391744 0 0 0 1 0 37 39 37 46 37 04 37 46 23391744 0 2014 12 02 37 26 37 6 37 18 37 6 28352943 0 0 0 1 0 37 26 37 6 37 18 37 6 28352943 0 2014 12 01 37 23 37 62 36 9 37 17 30715970 0 0 0 1 0 37 23 37 62 36 9 37 17 30715970 0 2014 11 28 37 0 37 69 36 94 37 25 19128510 0 0 0 1 0 37 0 37 69 36 94 37 25 19128510 0 2014 11 26 36 31 3
306. tor cycling between 0 and 100 It uses both the Typical Prices for a period and the period volume in its calculation It is sometimes referred to as a volume adjusted RSI indicator More details are found in Chapter 2 Introduction to OCTAChart and Technical Analysis ES Form1 Ee File Exit C Show Table IT The market is ready to make a major move O Full Scale 2005 2006 2007 2008 2009 2011 2012 2013 2 03 14 3 03 14 4 00 14 5 01 14 5 02 14 7 01 14 8 01 14 9 02 14 10 01 14 11 03 14 2014 10 28 14 Money Flow 14 66 88 ola euoywN 2 03 14 3 03 14 4 01 14 5 01 14 5 02 14 7 01 14 8 01 14 9 02 14 10 01 14 11 03 14 B 2014 4 C public FinMoneyFlowIndicatorPlot AddMoneyFlowIndicatorChart int maperiod public FinMoneyFlowIndicatorPlot AddMoneyFlowIndicatorChart VB Public Function AddMoneyFlowIndicatorChart _ 169 7 Secondary Chart Options maperiod As Integer As FinMoneyFlowIndicatorPlot Public Function AddMoneyFlowIndicatorChart As FinMoneyFlowIndicatorPlot Parameters maperiod Type Int32 Default Value 14 The period used in the Money Flow calculation Return Value Returns the FinMoneyFlowIndicatorPlot object for the secondary chart C FinMoneyFlowIndicatorPlot mfchart this AddMoneyFlowIndicatorChart VB Dim mfchart As FinMoneyFlowIndicatorPlot Me AddMoneyFlowIndicatorChart Limit Values Set high overbought and low oversold thresholds for action No firm algorith
307. tyle Line Thickness Fill Fill Alpha 2 s uif g Dash v Attribute options for Moving Average Bands Bands Color Primary line or outline color of the plot object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Fill Check and the area between the moving average high and low lines is filled using Color Fill Alpha The transparency of the fill color use value in the range 0 255 Parabolic SAR Options for the Parabolic SAR overlay plot 158 QCTAChart Technical Analysis Charting Tools Parabolic SARA L Enable Attributes Start Index b Step Start 0 02 Step Increment 0 02 Step Max o2 Enable Enable the Parabolic SAR plot Start Index starting index value for the Parabolic SAR plot Step Start the starting step size for the for the Parabolic SAR plot Step Increment The size of the increment to the step step size when it changes Step Max The maximum allowable value of the step size Attributes Set the attributes of the plot Parabolic SAR Indicator Attributes ES Parabolic SAR Plot Symbol Size Pts Line Thickness HBar ig vBar Circle v Fill Alpha Fill Attribute options for Parabolic SAR Color Primary color of the Parabolic SAR plot object Symbol The symbol used in the Parabolic SAR Square Up Triangle Do
308. umIndicatorPlot defaultHighLimitFraction 0 55 Dim momentumchart As FinMomentumIndicatorPlot Me AddMomentumIndicatorChart Changing the static limit properties will affect all Momentum plots regardless of whether they are created programmatically or using the Secondary chart dialog Another way to change the limits which only affects the specific FinMomentumIndicatorPlot object is C FinMomentumIndicatorPlot momentumchart this AddMomentumIndicatorChart momentumchart HighLimitFraction 0 55 momentumchart LowLimitFraction 0 55 VB Dim momentumchart As FinMomentumIndicatorPlot Me AddMomentumIndicatorChart momentumchart HighLimitFraction 0 55 momentumchart LowLimitFraction 0 55 Plot Object Colors If you want to change the colors of the lines in the Momentum chart use methods found in the FinMomentumIndicatorPlot class Change the Momentum line attributes using code similar to below C FinMomentumIndicatorPlot momentumchart this AddMomentumIndicatorChart momentumchart MomentumLinePlotAttribute PrimaryColor Color Purple momentumchart MomentumLinePlotAttribute LineWidth 2 VB 168 QCTAChart Technical Analysis Charting Tools Dim momentumchart As FinMomentumIndicatorPlot Me AddMomentumIndicatorChart momentumchart MomentumLinePlotAttribute PrimaryColor Color Purple momentumchart MomentumLinePlotAttribute LineWidth 2 Money Flow The Money Flow indicator is considered an oscilla
309. utes adxplot AdxDMMLinePlotAttribute PrimaryColor Color Yellow adxplot AdxDMMLinePlotAttribute LineWidth 1 VB Dim adxplot As FinADXIndicatorPlot Me AddADXIndicatorChart ADX line attributes adxplot AdxLinePlotAttribute PrimaryColor Color Red adxplot AdxLinePlotAttribute LineWidth 1 ADX DM line attributes adxplot AdxDMPLinePlotAttribute PrimaryColor Color Green adxplot AdxDMPLinePlotAttribute LineWidth 1 ADX DM line attributes adxplot AdxDMMLinePlotAttribute PrimaryColor Color Yellow adxplot AdxDMMLinePlotAttribute LineWidth 1 166 QCTAChart Technical Analysis Charting Tools Momentum The Momentum indicator is used to identify the speed or strength of a price movement It is calculated as the difference between today s closing price and the close N days ago More details are found in Chapter 2 Introduction to QCTAChart and Technical Analysis H Form1 DE Fie Ext m The market is ready to make a major move Ticker Name Open Days High Days Low Previous Close 1 INTC Intel Corporation 34 19 34 90 34 16 34 24 2340 IBM International Bus 164 73 164 75 161 89 164 16 160 0 TXN Texas Instruments 51 55 52 08 51 35 51 55 40 3 AMAT Applied Materials 22 35 22 85 22 35 22 48 16 44 Cisco Systems In 26 41 26 74 26 40 26 465 20 2 t O Full Scale 2012 2013 pn cali 2 03 14 3 03 14 4 00 14 5 01 14 6 02 14 7 01 14 B 01 14 9 02 14 10 01 14 11 0344 2014 unjueuow
310. will be drawn at the click location The overlay can be adjusted by click dragging the center of the label 65 2 QCTAChart and Technical Analysis The market is ready to make a major move Maximum Label at 11 1 2007 Unlike the FinText object FinLabel objects do scroll when the x axis scrolls and are used when you want the label to track the underlying plot 66 QCTAChart Technical Analysis Charting Tools Arrows for Annotation The market is ready to make a major move C Full Scale 40 9 29 14 10 05 14 10 13 14 10 20 14 10 27 14 11 03 14 11 10 14 11 17 14 Arrow objects include a text annotation similar to a FinLabel object Arrow objects will scroll with the data The FinArrow object is a line ending in an arrowhead at one end and annotation at the other which can be place in the primary chart The line placement and slope the arrowhead size the line width text and font are all user programmable Select the Arrow option from the toolbar then click the starting the arrow head and ending position where you want the arrow You will then see a dialog box with options regarding Font the text string colors justification and arrowhead size When you close the dialog the arrow and accompanying label will be drawn using the starting and ending click locations The arrow can be adjusted by click dragging the endpoints or the shaft of the arrow 67 2 QCTAChart and Technical Analysis Current Fina
311. wn Triangle Diamond Cross Plus Star Line Hbar Vbar and Circle Size Pts Size of the Parabolic SAR symbol in points Line Width The width of the line used to draw the Parabolic SAR symbols Fill A flag which if checked specifies that the Parabolic SAR symbol should be filled Fill Alpha The transparency of the fill color use value in the range 0 255 Main Title The main title of the chart It is displayed above the Primary Chart Zoom window and the current data table If the title is empty the space for the title is used by the charts Main Title The market is ready to make a major move si Main Title Text Color The button to the right of the Main Title text box Click to change the color of the title text 159 6 Display Stock Data in the Primary Chart Add Stock Option Add Stock Add Stock Stock ID Intel Ticker Symbol INTC Add Stock You can add a new stock to the attached stocks by entering in a Stock ID value and a Ticker Symbol Stock ID The string you wish to be used in the display of the stock Intel for example without the quotes Ticker Symbol The acual ticker symbol used by the exchange INTC for Intel without the quotes Press the Add Stock Button once the Stock ID and Ticker Symbol are entered Delete Stock Option Delete Stock Delete Stock Select a one of current stocks in the drop down combo box list then select the Delete Stock button The stock
312. y represent the same normalization as the Adjusted Close The adjusted values are then plotted in the charts This keeps stock splits from introducing discountinuties in the OHLC data on the date of the stock split Quandl File Based Data Source If you download historical data directly from Quandl and save it to disk the CSV format is the same as accessing directly from the URL But since you want to access it from a data file you initialize things similar to the way described in the Metastock and Yahoo examples You can initialize the FinQuandlCSVFileHistoricalDataSource using code similar to that below The source directory folder is specified as a parameter in the FinQuandlCSVFileHistoricalDataSource constructor The default file names used by Quandl are the ticker symbol prefaced by the Quandl data source WIKI in the example below C 125 5 Configuring QCTAChart Datasources FinChartData finChartData null ChartCalendar startDate new ChartCalendar hartCalendar stopDate new ChartCalendar Q String idStrings AAPL INTO IBM TXN AMAT CSCO Jj In the case of files the ticker lookup specifies the file name not the ticker symbol file extension csv is assumed 5 Al tring stockFilenames WIKI AAPL WIKI INTC WIKI IBM WIKI TXN WIKI MAT WIKI CSCO F Since this is a file it will truncate the file data to these dates topDate Add ChartObj DAY OF YEAR 1 tart
313. yed above or inside each bar This class is a concrete implementation of the SimplePlot class and displays data in a bar format Individual bars the maximum value of which corresponds to the y values of the dataset are justified with respect to the x values History Test Results 93 93 9 4 A Peer I twins eU 26 Y 84 m nesenscccahesscavecsbecdnezessen a a ies e S Grecrerisci e m rm 78 5 H D 5 10 15 20 Student Individual data points can be automatically labeled 105 4 QCChart2D for Net SimpleLineMarker Plot This class is a concrete implementation of the SimplePlot class and it displays simple datasets in a line plot format where scatter plot symbols highlight individual data points Sales Volume is Rising Faster than Forecast 400 1998 1999 2000 2001 2002 2003 2004 2005 Presentation quality graphs with background gradients semi transparent colors legends and titles SimpleLinePlot This class is a concrete implementation of the SimplePlot class it displays simple datasets in a line plot format Adjacent data points are connected using a straight or a step line Theoretical vs Experimental Data 100 Measurable work output 0 0 20 40 60 80 100 MBAs 1000 employees Energy Companies Software Companies Predicted Scatter plots usually display some form of sampled data SimpleScatterPlot This class is a concrete implementation of the SimplePlot class and it displa
314. ys simple datasets in a scatter plot format where each data point is represented using a symbol 106 QCTAChart Technical Analysis Charting Tools SimpleVersaPlot The SimpleVersaPlot is a plot type that can be any of the four simple plot types LINE MARKER PLOT LINE PLOT BAR PLOT SCATTER PLOT It is used when you want to be able to change from one plot type to another without deleting the instance of the old plot object and creating an instance of the new Legend Classes LegendItem BubblePlotLegendItem Legend StandardLegend BubblePlotLegend Legends provide a key for interpreting the various plot objects in a graph It organizes a collection of legend items one for each plot objects in the graph and displays them in a rectangular frame Legend This class is the abstract base class for chart legends LegendItem This class is the legend item class for all plot objects except for bubble plots Each legend item manages one symbol and descriptive text for that symbol The StandardLegend class uses objects of this type as legend items BubblePlotLegendItem This class is the legend item class for bubble plots Each legend item manages a circle and descriptive text specifying the value of a bubble of this size The BubblePlotLegend class uses objects of this type as legend items StandardLegend This class is a concrete implementation of the Legend class and it is the legend class for all plot objects except for bubble plots The le
315. zed Set the y axis scale to normalized best when comparing multiple stocks particularly if they have different ranges Simple Moving Average Calculatate and plot as an overlay of the stock plot one or two simple moving averages of the first plotted dataset Simple Moving Average First Second Attributes Period Period First Enable the first simple moving average Period The period of the first moving average Second Enable the second simple moving average Period The period of the second moving average Attributes Set the attributes of the plot Simple Moving Average SMA Indicator Attributes EE Simple MA Indicator Attributes Color Line Style Line Thickness First SMA a aE ooo z Second SMA 155 6 Display Stock Data in the Primary Chart Attribute options for Simple Moving Average SMA First SMA First of two SMA objects Second SMA Second of two SMA objects Color Primary color for the first SMA object Line Style The line style of the line Solid Dash Dot DashDot DashDotDot Line Thickness The line width in pixels of the line use value in range of 1 2 3 4 15 Exponential Moving Average Calculate and plot as an overlay of the stock plot one or two exponential moving averages of the first plotted dataset Exponential Moving Average _ First Second Attributes Period Period First Enable the first exponential moving average Per

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