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1. 40 FT4Web Internet Tab continued Real Time Charts Delayed Bi FastTrack 2 5 Internet Communicate Spreadsheet There are a variety of charts that show the Family Commentary http www bigcharts com print print asp Frames O amp time 3eFreq moment by moment stock price and vol 7acompideaaaaa gt 340 amp comp kma Zemaval 50eef O8dF 1 ee ume during the trading day Open High Low volume a Last 58 36 3 4 36 TiS 35 1316 7 530 400 1 Right click in the browser area of the 36 3 8 Yield P E Ratio 52 Week Range 1 69 0 99 44 36 30 to 50 041667 Internet Tab Ll hel AS 4 95 STREAMING 2 Choose the Chart menu item AMNews Seelndustry Analyst Estimates SEC Filings Broker Research Company Protile 3 Choose a chart type PFE 15 Hinute EMACSO 2 37 Pr 4 Drag the Ticker symbol from the Issue 38 List or from the ColorBar to the center I aTi of the browser and drop it l Ta ptis f nh na a OR if ly gin wir a tht n Step though the issues in the Issue list i With 36 with the keys Home 35M OR Re Minute 35 o tt i Double click any issue in the ColorBar se rl rs ee PTET Sa OR Fundamentals Weekly 3 Monthly un Favorites Carglesticks z 5 Highlight the red ColorBar cell then e St i o double click any issue in the Issue List _ Always Reload Real Time Charts d The chart will change to the selected is T AA 7 sue ation Chain f
2. Text Font and Size a orma Size f Color Lines Shadow Issue Names Ti Max Size Black Lines on White tle f User Set If checked the printed characters will have a Chart Position and Size in Inche shadow that makes them l l stand out from the back Height E width E 38 ground The shadow col or is picked automatical Border 3 Dorda Paper Chart E width Color Color Color used for Black and White Change the fonts and text Text Font and Siz colors which are not col Tit 7 z or coordinated with chart itle SSUG ames omments lines The boxes show a sample of the selected M Shadow Line names font M Shadow Title The words in the Title Issue Names and Com ments are set on the Content Tab Zoom Ih oor Lut oom Actual Size 52 Printing Dialog Continued Content Tab a Issue Names to be printed ii FT4Web will automatically insert the This section contains controls which de eg Paras MENE hein ies You cana pe termine which options are shown along M F o i over the default names replacing with with the image of the current FT4Web Dratt Low any text tab Content _ Chart Comments Text Box Show Title Use only Il Chart Conten This box holds text that can be If checked the title will be printed options aed tooommen he current l Show Title M Show Comments W Show Issue Names Below Chart Show Issue Names inside Chart Use Background Graphic Tithe to be
3. Correlatio Length in Days oof Price Direction oof Price Change z Basis for Risk Return These two issues define a line of expected risk vs return by which to judge families of issues Entries here govern how the white line of the J and 2 Charts are drawn In the Standard box specify an issue or an average that is typical of the family of issues VFINX Vanguard Index 500 is a good default choice In the Low box you would specify an is sue or an average that is at the low end of the family s risk and return Generally enter a money market ticker symbol in this box but any symbol is acceptable Basis for Aisk Aetur Standard FINES Low FSHEH O Show White Line Switch o Ticker symbol Mh used on the 2 chart Switch to 2MM This is the ticker symbol of an issue that the 2 Chart will pick up when doing timing See the Chart Tab Adjusted Return A amp 2 sec tion for a discussion of the 2MM issue Correlation Generally correlation increases as the length over which it is computed increases This may be helpful with volatile issues Price Direction correlation is computed based on up days vs down days Price Change correlation is computed on amount 17 of change Direction is best used with vola tile issues Save Load Parameter settings can be saved to loaded from the folder FT4WIN PARAMETERS USERDEF they cannot be saved in the FT4WIN PARAMETERS fol
4. eo INDEX Lib ips Image Loading 13146 bytes 14 A lh Symbol Name DCN DCX DAIMLERCHRYSLER CBOE Automotive Index CBOE Automotive Index AUX as of December 17 1999 Current Divisor 372 44360000 Shares Weight 185 4 99 171 12 48 Last Price 2 73 DANA CORP FORD MOTOR CO FEDERAL MOGUL CORP EATON CORP 70 75 50 17 563 118 8 35 350 17 50 285 5 01 GENERAL MOTORS CORP 71 282 20 02 GENUINE PARTS CO GOODYEAR TIRE AND RUBBER CO 23 813 27 063 350 8 33 370 10 01 MAGNA INTERNATIONAL INC 41 188 121 4 98 TRW INC 52 160 8 32 37 Identifying Ticker Symbols not in a FT Database Stocks widely held by insti gt ARO Sf m l eee one After clicking the Tr button on the tutional investors have chart IEE O BR M browser ticker symbols are parsed out of patterns that are more ame the web text and placed in the Issue List Family Extraction for Stock p RAE Picking nable to technical analysis Available Links for FMAGX When the Retrieve names if not in FT DB The FastTrack stock data via Internet menu item is checked then bases contain virtually all of Fundamentals for issues that are not in the user s FT It the top 10 holdings of all ia ai iuedated fundiamenial databases equity mutual funds Here Fealtime 15 minute delayed information
5. the screen Tell me what to e and what to click PR Just show the the Table of Contents I ll pick the subjects I m interested in FE Trouble shooting Hit the HOME key while viewing help to return to this Help Center Page file ff C 7 fF T AlN FT WINHLP default htm Clicking the Help Tab displays the Help Center From here you can find help on major FT4Web topics or search for help on a specific topic FT4Web s Online Help is like a web page on your computer It displays instantly from your hard drive Link Navigation Click on the green underlined text to jump to a related topic After following a link to the end use the Back arrow to re turn to the original topic Note Pressing the Home key on the key board will return to the Help Center Context Sensitive Help FT4Web will automatically bring up the help screen relating to the selected area 1 Click on any visible object on any tab 2 Press the F1 key on the keyboard FT4Web will switch to the Help Tab and display the help for that object Online Help is al ways up to date and is revised as needed in daily downloads The help has much more detail than this manual There is a page by page cross reference to the man ual in Online Help 45 The Help Toolbar The help Toolbar does the following a gt 4 a h Clicking the left arrow displays the previous page in the browser history Clicking the right arrow di
6. The number of Calendar Days be tween poles CMD The markets days to the left of the Dashed Pole Cor The correlation of the red and green lines displayed on the T Chart When Cor 1 0 then correlation is perfect When Cor 1 0 the correlation is per fectly opposite When Cor 0 0 then there is no correlation at all 55 CP The Current Price of the issue as of the date of the Dashed Pole Color coor dinated to match each line Ind Displays the value of the lowest yellow indicator MDY The number of Market Days be tween poles If the solid pole is not planted then the measurement is from the dashed pole to the most recent date displayed Mr Money market return The total re turn of the BUY SELL signals when switching from the fund to a money market Default money market fund is VMFXX Ra The total return affected by the switches of the indicator When the in dicator has a BUY in place then the re turn computed is for the red line When a SELL is in effect then the return com puted is for the green line Rsk A computation of risk The percent age of days during which the indicator is in BUY condition In FastTrack for DOS this calculation was done on a cal endar basis In FT4Web the calculation is done on a market day basis This ac counts for small differences in the val ues between versions 56 Appendix Performance Values continued Fal FastTrack 3 0 Chart Fami
7. FIZER INC mM JAT HOME CORP SPDR Technolog Fidelity Latin America 344 Gateway Fund COM21 INC Fidelity Japan Small Co GTX Janus Global Technolog Franklin Mutual Discovery n n IA A We AMM 08 06 1991 07 21 1997 1995 1996 1997 1998 1222199 Plant the Solid pole with or plant it with Q click Pull it up with f When the Solid pole is not visible the Performance Values reflect performance between the Dashed Pole and the Chart s most recent visible date When both poles are visible performance measured is between the poles Date Label Displays the date the Dashed Pole rests on If the Dashed Pole is on a distribution date white dot on the red line the date label changes to show distribution information If the Dashed Pole is moved to the end of the chart the date label changes to summary information see Distribu tions All information displayed is for the red line The date label can be repositioned vertical ly Just drag it up or down on the chart Tabs Click the Tabs to see FT4Web s features Each Tab contains a unique functional area There is no special sequence of Tabs click ing required FT4Web always starts with the Chart Tab showing but you can immediate ly click to another tab if you wish Chart Tab Draws charts There are more options on this tab than any other Family Tab Funds and stocks are grouped into families See Appendix Families Commentary Tab Sug
8. FT4Web Internet Tab continued Industries and Sectors There are several sources for industry and sector memberships From the overview of any given stocks click the link to it s sec tor or industry FastTrack 2 5 Iof x Charts Family Internet Communic SpreadShe He Export Ip amp Ala Bal 8 alk Fad http biz oe com pfindustries html Historical Yuote Dat ardura fhromax Diflucan Tta Commentar Journal Archive Zoloft Viagra Glucotrol XL and Raw SEC Filings Pfizer s better known over the cc ompettors brands in the United States are V Sector Healthc Bengay Cortizone RID Unison Industry Major Bain de Soleil Plax and Barbaso Co any asites Animal Health products inchde Home Page Rimadyl Anipryl Terramycin L Investor Relations Banminth Nemex Valbazen Par Employment Coxistac Aviax and Mecadox Products amp Services i z Shades Financial Summary Pfizer develops manufactures an technology intensive products in segments Health Care includes pharmaceuticals bone and joint medical instruments and implants Health and Consumer Health Car nine months ended 10 3 99 total rose 21 to 11 7 billion Net ini Yahoo Category Search Yahoo for related links Index Membership S amp P 500 Ownership Insider 26 a at re ad af 4 gt DJ 30 The example shows that PFE is a member of the Major Dru
9. Filter 28 Fixed length exporting to 47 FNU files 57 FT4DOS 8 FT4Web defined 5 FTComm 7 FTP 8 Fund holdings 37 Fundamentals 41 G graphics 6 H Help Tab 45 Holdings Funds 37 Hotkeys 53 I I Chart 29 Ind 55 Index subTab 11 Indicator MACD 26 Insider Trading 41 Installation 7 Internet Tab 34 analyst recommendations 41 available links 34 buttons 34 fund holdings 37 41 fundamentals 41 insider trading 41 issue earnings 37 issue Overview 37 news 41 real time charts 37 Interrupt Button 8 Issue List 20 J J Chart 25 K Keys Arrow 12 Keyboard 53 L Line width 15 Link Choose the 8 long term capital gains 59 Look Tab 51 M MACD 26 MDY 55 Menus 14 Metastock Export 47 Mouse 6 Moving Average 28 Mr 55 N News 41 P Parameters 2mm 17 changing 16 correlation 17 loading 14 17 low return 17 saving 14 17 settings 17 showing 16 standard return 17 Switch to 17 Trade Delays 17 trade delays 17 Password 9 Pasting 6 Path to DBase 9 Pennant 30 Percent return 57 Performance abbreviations 55 values 11 Period displayed 14 keystrokes 53 Powerpoint 6 Preview Window 50 Price Chart 27 63 Prices adjusted unadjusted 14 Printing 50 PRN 49 Progress information 8 Proxy Server 8 Purple values 27 Q Quality Tab 51 R R Chart 23 Ra 55 Ranking 13 Real Time Charts 39 REBALANCE LOG 58 Rebalancing averages 57 Red Line width 15 Relative Performance 23 R
10. Pole Moving with Keys and Mouse 47 47 48 48 48 48 48 49 49 49 49 49 49 50 51 51 51 51 52 52 53 53 53 53 53 54 54 Appendix Performance Value Abbreviations Appendix Ticker Symbols and Averaging Percentage Annual Return FNU Files List Averages Family Averages Appearance Dialog Rebalance and AVG Strategy Day by Day Computation Rebalance AVG Strategies REBALANCE LOG Inception Investing using Averages Fund Strategy Stock Strategy Sensible Averaging Appendix Tax Spreadsheet Many Investors Overpay the IRS Disclaimer Index 55 57 57 57 57 57 57 57 57 58 58 58 58 58 58 58 59 59 60 61 Organization Understanding the Manual This manual is a technical reference for FT4Web It tells how to use the basic fea tures of the program The manual is meant to be read cover to cover as a easy overview It does not con tain every detail The Online Help see the Help Tab Chap ter has more detail on each subject and discusses FastTrack trading strategies How to make money Chapter 1 is about FTComm FTComm is a stand alone communications program that maintains your market data and gets the latest program upgrades Since using old data is not very interest ing the first thing a new user must do is to update This is why FTComm is in the first Chapter The Rest of the Manual Is about the FastTrack for the Web abbre viat
11. The Chart is Divided into 7 Zones FT4Web Chart Tab can contain one to sev en sections Zone 7 is the Date Scale Zones 1 6 are controlled by the user Above Zone 1 are the Tabs and the Win dows Titlebar Below Zone 7 is the Color Bar The Date Scale The zone contains the number of the year and light blue month and quarter marks When the mouse rests in the Date Zone then keystrokes are routed to the zone and interpreted as period change commands The Obvious The date tics mark the months blue and years red The Start and End dates of the chart are in blue The chart is scaled to market days This means the x axis distance between the se quential points on the chart are equal The Titlebar The Titlebar is a standard Windows fea ture For FT4Web The Close box in the upper corner is the ONLY way to Quit running FT4Web FastTrack 2 5 Family Commentary ot return ad return HM Ol A UO WH FR L Ee ee SETH Hit H 9 1788 1989 1990 19391 1992 1993 7 FAGIX The Dashed and Solid Poles The Dashed Pole marks the starting point from which performance values see next section are measured To move the Dashed Pole move the mouse while holding Alternatively use and to move the Dashed Pole The dates on which the poles rest are shown in the Date Label SpreadSheet me Symnbl ame Oof 18 selected Me FSESX Fidelity Sel Energy Servic CPWR COMPUWARE CORP SPDR Basic Industries
12. User Settings Tab Setting a Timed Update Save Button Cancel Button Program to run FTComm General Features 5 Ol O1 Ol O1 O1 Ol ANA DN O O O LO O O WA OO 0 O0 00 00 O00 00 00 00 0 O N NNN FT4Web The Chart Tab The Chart is Divided into 7 Zones The Date Scale The Titlebar The Dashed and Solid Poles Date Label Tabs ColorBar The List SubTab Chart Label Performance Values SubTab not visible Index SubTab not visible Splitter Changing Symbols with Keyboard using Mouse Keyboard by Clicking by Dragging by Swapping with Arrow Keys with the Chart Toolbar with the Chart Toolbar with Trades by Right clicking Chart Appearance Dialog Trendlines Set Chart Dates Rebalancing AVG Strategy Chart Background Changing Chart Size Chart Select Line Width Save the Chart Colors Chart Tab ColorBar Changing the Issues in the Cell Right clicking a Cell Integrated with the Internet Tab Browser 10 10 10 10 10 11 11 11 11 11 11 11 11 12 12 12 12 12 12 12 13 13 13 14 15 15 15 15 15 15 15 15 15 16 16 16 16 Chart Tab Changing Parameters Changing Parameters Basis for Risk Return Switch to 2MM Correlation Save Load Trade Delays Exiting FT4Web Making Your Own DEFAULT PRM Chart Tab Signals and Trades Creating Signals or Trades Deleting Signals Clearing all Signals Trades Saving Loading Signals Trades On Exiting FT4Web Chart
13. comma delimited text in columns Note We use the CSV format since this format is compatible with Excel Quattro Pro Lotus and other spreadsheet and da tabase programs Add New Update Existing This can be selected only for MetaStock files Delete all files then Export Selecting this Export Option always re writes everything Use this when the data folder has become corrupted or you wish to clear out accumulated trash Export all data to a single file The comma delimited and Fixed length export can be written to individual files or a single file The MetaStock PRN ex port is always to a single file If the button is NOT selected then the issues would each be written to a dif ferent disk file If the button is selected then all issues in the list would be written to a single file named XXXX CSV Comma delim ited or XXXX EXP fixed Where XXX is a name of your choosing AutoExport Feature When FastTrack starts it will automatical ly perform a saved export if you wish Here are the steps 1 Save an export as discussed above Save under any name In the following steps we assume the name is XXX 2 Create a Windows Desktop shortcut for starting the export Right click hold drag the FT4WIN EXE file from the Window Explorer view of C FT FT4WIN Drop on the desktop selecting Create a shortcut 3 Right click the shortcut Select proper ties 49 4 On the Shortcut Tab
14. or click the Save Fam Button not shown The name must qualify as a valid long file name under Windows See the Family Tab Chapter For a more complete discussion of families see the Family Tab Chapter The tree struc ture appears on the Family Tab with extra capabilities including deleting families See the Internet Tab Chapter This discussion tells how to load families from web listings 20 Chart Tab SubTabs Help ic Mame 0 of 53 selected Moba jalleghny Montg amp cald 4Amerlent Equity Incor Thats a AmerCe nial Tash Ornercer AT amp T Cc WE O4 Barclays BPSEX Brinson i BPBLY Brinson I DODES Dodgec DREAX Dreyfus FBALY Fidelit FFF6x_ Fidelit FFF Fidelit FFFOX Fidelit FGELx Fidelit FOSRY Fidelity FMGFY Fremont ABC Gabelli A Font sHow in Browser Show pop list F12 Copy Paste Select all save Family save family as Load Family Print issue list GaGce Gabelli c save as GATES Gakewar load HWBAX Hotchki T Clear list ICTUS Icon Teh INTER Ma FLIS Invesco FSFLY Invesco TesMs JIPS Mille Renumbrer Leas Lexingtr add Col LEXTx Lexingtr delca mcas Markmar MPSS Mas Mul MATRY Mathers MERFX Merde MICROSOFT CORP Unda AGS delete ue Print screen Most FT4Web Tabs have an Issue List All Issue Lists show ticker symbols the full is sue names and e
15. ot return Signal VFINX 10 09 1997 Below a red tic is highlighted in yellow Creating Signals or Trades 2 Move the dashed pole to the date where the signal is to be created 3 Click beneath a chart line to place a BUY signal of the line color where the dashed pole is positioned If it is difficult to click be low the desired line click above all lines then click the appropriate color on the Signal Selector Calendar Stat NDY 542 Years 2 15 CDY 785 CHD 23603 Sig ITrade DEFAUL Trnd DEFAULT CDF DEFAULT FARAN H dJ FMA MJJ ASONO JFMAMJJASOND JFMAMJJASOND 1555 Talib 1557 12rst33 Wi Deleting Signals While in Signal mode move the dashed pole to a signal and hit LU Clearing all Signals Trades Right click the Chart Toolbar Click on Sig nals Trades Clear If the signal trades displayed are named DEFAULT the signals trades are cleared from the disk file named DEFAULT Saving Loading Signals Trades Right click the chart and select Save Signals or Trades It is recommended that these be saved in the folders FT4WIN SIGNALS USERDEF OR FT4WIN TRADES USERDEF They many not be saved directly in the SIGNALS and TRADES folders These locations are reserved for FastTrack down loaded signals trades On Exiting FT4Web FT4Web remembers the name of the signal or trade files currently being displayed If the signals trades have not been saved the signals trades are sav
16. sheets and databases Data is exported to a text file named SYMBOL EXP where SYM BOL is replaced by the issue s ticker sym bol Fixed Length This is an ASCII text format without any carriage returns at the end of each line The data values occur at fixed length inter vals Short number fields are padded with blanks or zeros This is often the best way to export data that will subsequently be processed by a mainframe or database program that is unable to accept comma delimited formats Data is exported to a text file named SYMBOL EXP where SYMBOL is replaced by the fund s 5 let ter NASDAQ symbol FastTrack Format FNU This exports data into a FastTrack ASCII text file with the extension FNU The benefit of using this type of export is that an issue can be exported the data changed perhaps the most recent distri bution is missing and the corrections displayed By default symbols exported will end in a so that the FNU file name does not duplicate a name already in the database Note the Append check box MetaStock Export FT4Web s export uses the MSFL65x DLL library of programs supplied under agree ment with Equis These are routines writ ten by Equis and provided to 3rd parties Equis does NOT take tech support calls from end users relating to this library Call FastTrack with any export related questions MetaStock New 6 0 and later files The export starting date is from the last day in the exist
17. 9560 I O 000800145 DOO Si Bis4 ATIPE EGE O 0051 981K TAIR TERIER 0005141535 ior ter TAIR TARH DH I I 0 1 1 O05 Bas ODL Ts 100384081 1 QUE a5 1 Q0S0 S208 1 0158 1 01446 r 46d 1 01 B51 074 1 01 BSS 108 1 016512 102A 1 02 Sod 1 0260 Pb 1 0291 204 1a 1 092569 7101 O41 sid 06 41 id 0 015314b 5 RAA The computation and information collect ing can be impossible without FT This is ESPECIALLY true for long term stock investors The temptation is to use the OF 0 206 Ota sds 0 561379 0 549112 145r 11d oo 1 762711 1 76211 1 7377 u 2 224915 2 H004B3 2 69157 3 440264 SbF 4 3 711514 4 rr 4 rra 1 5404 2 701196 lal H 101 4 101 4251 101 4251 105 0953 ar 29d 115 0625 113 1131 113 1131 113 11531 120 524 121 55 120 5967 124 287 121 0874 138 2 134 645 1 ad bd 4 13 053 2 14043 1 0 4 24 B9 56 Bea 56507 Be BAC B81 8 gi al al 7475 BO BUS g1 05411 BY DEA o1 Derr BY 61494 By AHE ge 17916 Dr EJE Be Ged 43 00151 44 5176 44 5176 1 5403 N S am g 924 HIer ae ea aT AS 4sr 8 47 a ibe Fear BS 40087 Ba Sr BS SBC He SBOE BS SE ar BS rart He daeh Bs 919r5 gigas 90 OBS04 a a AO 2s l 2 da 90 1414 Capital G Co Per i 14 344 14 344 Tadd 15 44379 rE 22 dd PPAG ICG J2 06091 12 06091 29 43619 19 Odds 29 1962 32 10057 26 5481 d5 ID 46 bed 45 Tab 46 6d 4h OEY 44 910 59 12 3073 120424 12 1
18. Charts for paul Issues of Interest 11 1999 CPHFE E 3 59pm fC Yahoo 27 26 26 z5 25 13 Jan lam 43 42 41 46 39 31 75 31 58 31 235 31 68 19 Jan 1am CSCO 3 39pm CCI Yahoo 114 113 112 111 118 169 13 Jan 18am 12pm 2pm 4pm These one day charts show that A rally in ONE fizzled AVOID for now Morning weakness in PFE quickly ral lied back but failed to move to a new high AVOID for now 1i9 Jan 6 68 6 08 6 48 6 38 6 24 19 Jan iam LB 3 54pm LE 3 59pm CC Yahoo 3T aT 36 36 36 15 Jan 18am cE Yahoo CHTO 3 59pm O Yahoo A ns Home au al 1 Minute 5 Minute Piel Daily Weekly Monthly Candlesticks Fundamentals Favorites Font gt a eee w Always A taad Real Time Charts Pro F 4an 144m 12pm pm apm _ E Shae l BRCM 3 59pm C3 Yahoo Option Chain 348 NASD after hours quote 318 F Full Browse san z296 12pm 2pm Me E Hep J Emon a D t a he H c tes ELK FLATS GATES CHTO FJC JAGT MDI ZX OnE T LH us EARTHSHI BROADCOR BEA Caco ERTH ETOIZX Fj bes id ey i in an BRCM has good support at 290 but can t seem to break 330 Wait fora break in the resistance Note BRCM morning sickness placing an over night trade at market may provide the worst prices of the day Don t do this 39
19. Home Recent Ev Charts Jan 4 Price Jan 1 Earn Copy Upcoming Fundamentals Mar 9 Divid Location Favorites 135 East421 Font New York I Fhone 217 Proxy Fax 212 5 Wek uote Emplo F a Option Chain Financial NASDG after hours quote Top Inst M Upgrade Do Full Browse Historical e Data Journal Archive Raw SEC Filings Competitors Sector Healthcare I iO ss I or n ebsites Commentary AE Aee alf op i Message Board FT4Web knows where to find all this information on the Internet When better information becomes available FT4Web s unchanged menu item 41 sial Internet Communicate Spreadsheet Help Export C500 Done http biz yahoo ee html paul issues of I Harme pet Pie PFIZER set Yahoo Visa 2 9 mtro APR no anmial fee and imstant credit PFE Get Report Business Summary Pfizer Ine is a global health care company operating in tro business segments The Pharmaceutical segment inchides mreecrption pharmaceuticals for treating iseases infectious diseases central Earnings disorders diabetes erectile dysfunction Performance arid other disorders as well as Insider Trading medications The Animal Health News eg antiparasitic anti infective and Treas medicines and vaccines for livestock anion animals Pfizer s major roducts include Norvasc Procardia XL Cardura 2ithromax Diflucan Trovan Zol
20. S amp P 500 Index fund composed entirely of large cap stocks NAESX follows the S amp P 600 Small Cap Index The center zones hold the R Chart It has two trends A rising trend shows that the red line is doing better than the green line A declining trend shows that the Green line is doing better than the red line There was a notable change in 1994 and there may well be a change occurring as this manual is written Note a top forming in the R Chart The trends in these two gigantic sectors are often several years long The next trend in favor of small caps is likely to be years long as well The late 1999 surge in small technology issues may be a precur sor to a more general small cap move A Indicator Small vs Large AccuTrack AT is a trend follow ing indicator When the red line s price momentum changes rela tive to the green line s price mo mentum AccuTrack gives a sig nal AT works well when one but not both the red or green line is in a strong uptrend or a down trend AT like all trend following indi cators is useless when the mar ket moves sideways trendlessly AT is especially unsuitable when both the red and green lines are in downtrends AccuTrack gives a somewhat dif ferent but consistent view of the large small market rotation In the example AccuTrack shows an average of two trades year between sectors In the earlier years AccuTrack resides largely below the center line fav
21. Tab Family Loader Saver Using the Tree Using the Loader Load a Family the Quick Way Using the Saver See the Family Tab Chapter See the Internet Tab Chapter Chart Tab SubTabs List SubTab Add a ColorBar Issue to the List To Delete an Issue from the List Add Save Families to from the Issue List Copy and Paste Save as Load Menu Items Charting an Issue List Member Show in Browser Menu Item Index SubTab Double click the Index List Drag and Drop from the Index List Right click Index List Val SubTab Creating a Family with FastTrack 16 16 17 17 17 17 17 17 17 18 18 18 18 18 18 19 19 19 19 19 19 19 20 20 20 20 20 20 20 20 20 21 21 21 21 21 21 Chart Tab Trendlines Creating Trendlines Step by Step Deleting Trendlines Clearing all Trendlines The Trend Label Ann Trendline Width Chart Tab Relative Performance R and Accu Track A R Chart Small Cap vs Large Cap A Indicator Small vs Large Using AccuTrack How AccuTrack is Drawn Accu Track Shows Relative Performance The Red Green Tic Classic FastTrack Chart Tab Adjusted Return 2 amp J Trading Delay In the J Chart Example The 2 Chart Why use these Charts Chart Tab MACD Indicator M 22 22 22 22 22 22 22 23 23 23 24 24 24 24 24 25 25 25 25 25 26 What is MACD Moving Average Convergence Divergence How to Interpret Parameters Trendlines with MACD Performance Values Chart Tab
22. a separate spreadsheet like form the Signal Editor See the Chart Tab Signal and Trades section With Trades When Trades are loaded the issues displayed when the Trades were saved redisplay Load ing Trades does not clear all issues off the charts Issues which were not replaced in the Trade load will remain visible although they do not participate in the trading action See the Signals and Trades Chapter for more Details 14 Changing Symbols continued by Right clicking Chart This menu lists the items that change the content of the Chart Appearance Chart Parameters trendLines Trades Signals wo Save d W Unadjusted close Adjusted cloze Print Ignore Dividends pEriod displayed toolB ar Appearance pops up a many item dialog that is covered later in this chapter Print is discussed in the Appendix Print ing pEriod displayed lets you set the period displayed on the screen Toolbar clicking hides unhides the Chart Tools Load Save reads writes settings from to disk and restoring saving them to from the screen Chart Chart loading saving is an es sential feature of FT4Web The exact content and appearance of the screen can be remembered including the size fonts issues and indicators displayed parameters loaded etc The chart s normal size is remembered even if the chart is maximized when saved On loading the chart will re draw at nor
23. add the following 5 6 lt to the Target box CME XX YAA No quotes no periods space only after CMD Do not erase the existing box contents The XXX YYY and ZZZ are multiple saved export file names separated by commas These files must be saved in their standard location which is typical ly C FT FT4WIN EXPORTS USERDEF Click OK Right click the desktop shortcut and re name to something like FTExport XXX Finally to perform the export double click the new shortcut When the ex port completes you may use FT nor mally or just shut it down 50 Appendix Printing Dialog FT4Web provides two types of printing support List printing does a black and white list in report format Use list printing for listing the contents of a large fami ly or a large spreadsheet List printing does Not produce an image of the vid eo display screen Image printing does a screen shot whatever is currently displayed with other graphical elements inserted Lists are printed to the extent which they are visible on the screen Many objects have a Print option when right clicked For example on the Chart Tab right click select Print from the Chart Pop Up Menu This shows the FT4Web Print Preview dialog box On any Tab without right clicking hitting F4 a function key on the top row of the keyboard will print the Tab without using any Print menu item Print Mow Piette ds the chart to the pr
24. changes here and you do not save them you will not be able to use the settings when you connect Ifyou click SAVE then your changes will be saved Ifyou click CANCEL then your initial values will be restored Save Cancel FTComm User Settings Tab Account and Password These are unique to each user Do not share them with others These values must be entered or FT4Web will not upgrade the program or update data Path to DBasel 2 and 3 Generally FastTrack databases large files named FT DAT are located in the FT directory on your hard drive but they may be locat ed anywhere Set the path here if Fast Track cannot find its databases Directory of FT4Web CD This is the path to the CD drive This is needed for running tutorials There are two ways to enter the path di rectly typing the drive letter followed by a colon in the first box or selecting the CD drive in the second box from the expand able menu Note If the tutorials are saved on a hard drive they should be in the folder marked X A FT FT4WIN TUTORIALS where X is the drive FastTrack is installed on The path should then be set as X Setting a Timed Update This feature starts FTComm automatically at a given time 1 Open the FTComm program and click the User Settings Tab 3 Enter atime for the update to take place Valid times are in the following format 2 00 PM 7 30 AM etc 4 Click the Do a Timed Update button Note Theco
25. each side of the AND must appear in the help text When OR is used either or both words may appear in the help text Two words is the max Don t use more than one conjunction in the search Search for a phrase For example total return total return AND standard deviation total return OR standard deviation The searched words must appear in the text exactly as they appear in the help text with regard to punctuation and spacing Case is ignored except when AND and OR are capitalized they will be taken as conjunctions Tutorials The tutorials are movies They show charts and mouse movements with real FastTrack users demonstrating the prod uct Your computer must have a working sound card for the tutorial to be of value 1 Click on the apple icon shown in the Toolbar This will bring up a listing of all available tutorials 2 Clicking on one of the listed tutorials will cause it to begin 3 To control the playing click on the tu torial screen then hit the Spacebar A control panel will pop up 4 Use the functions of the control panel to start stop pause and end the tutorial Tutorial Trouble Shooting If the screen is moving but there is no sound 1 Verify that your speakers are connected correctly 2 Verify that the speakers are turned on Note If the computer does not have a sound card there will be no sound for any of the tutorials 47 FT4Web Export Tab FT4Web s Export
26. field and hit the F1 key for details Z ESUE ER r aeaaaee ah oh A ASA mnane annann nena ieie Ty ppe of Export Co COMMA Delimited FIED Length ya ene R ere evens FNU FT Native User format a ee opener MetaStk New Ver 6 0 and later l Esport all data to a single file Data a l Includes the ticker symbol 1 b hi Frcs or Meg iF J efo VE GL sae ee setts f ES pi MetaStock Prr eS ee aS S a f sae eae a ae Pot Ee 2 o o S p s a Bea E o Ez anar E o a E E o S p Spreadsheet e l pos a E5 O O O Me O Gu O Co winde zy Q Megatech Format T port Period 0920 1988 71988 CO Earliest date that 6 h ihi will be exported Quarter when adding ma ae as Se a 2 i z A S E 2 48 FT4Web Export Tab continued Highlight the path to which the ex port files will go Use o if needed Hen Folker itty Click ai to perform the export Erpat Click X Export port regularly All the information re quired is typically saved in C FT FT4WIN EXPORT USERDEF Click Load Esport if you plan to do this ex to load a saved export Comma Delimited Export The data elements are separated by com mas This is the most efficient way to ex port single issues in a single file to spread
27. four clicks The lower trendline has the four click points numbered Points 1 and 4 do not need to touch the red line Points 2 should touch then click This step and step 3 set the trendline slope 3 Move the pole to another high low point on the red line then click 4 Move the pole to an ending date and click a fourth time to set the length of the trendline See the Chart Tab Chart Toolbar section to learn how to extend a trendline automatically Note If a point on the line is placed in correctly just move the mouse to the left of the click to erase it then reclick Once the last point is clicked then the trendline cannot be changed except by deleting and redrawing Note Holding down S while moving the mouse will cause the pole to stop on the highest point f the lowest point stops on Deleting Trendlines 1 Double click beneath the trendline to select it the line turns dashed instead of solid 2 Hit H The double click will always select the trendline which is above and closest to the mouse pointer at the time of the click double click will select a trendline without deselecting other trendlines Mul tiple trendlines can be selected and delet ed at the same time Clearing all Trendlines 1 Right click the Toolbar Trend button 2 Move the mouse pointer over the menu item labeled Trends 3 Click the Clear All Trends item and 3 must touch the red line setting the trendline
28. information may not be used for any commercial purpose oth er than for internal mutual fund analysis by individuals for personal investment analy sis or by investment professionals in ren dering investment advice FastTrack database information may not be redistributed either in original or modi fied form and it may not be made available for electronic access through any service oth er than Investors FastTrack However a sin gle complete database may be redistributed in its unmodified form for evaluation pur poses with FastTrack programs Copyright 1990 2000 Investors FastTrack FastTrack AccuTrack FTComm and Online Integrity Check are trademarks of Investors Fast Track MetaStock is a trademark of Equis Corporation Contents Organization Understanding the Manual Chapter 1 is about FTComm The Rest of the Manual Being a Windows Program Information Updates Technical Support Calls Welcome on our Toll free 800 Number Windows Basics Windows Screens are Filled with Objects FT4Web is a Big Object Window 95 98 2000 NT Menu style Mouse Clicking on Objects FTComm Communications FTComm Download Tab What Do You Want to Do What to Upgrade Help Button Choose the Link Use FTP Use DOS Communications Use Proxy Server Status Information Progress information Connect Button Interrupt Button Clear Button Shutting Down FTComm FTComm Apply to Database Tab FTComm Proxy Settings Tab FTComm
29. is called a divergence Stochastics spent months in the over 29 bought area suggesting potential for a strong downturn H FastTrack 3 0 Charts Zn ommen ot return Da TAU BLY AG ALVAL aak Fea Apt Wea AN YB TEE ALL i2498 1999 11197 30 Point 3 Pennant Formation RSI s yellow line zigged around the center indicating an untradable trendless mar ket Shortening RSI parameters to 9 would have caused more extreme yellow line movements indicating short term trading opportunities Stochastics was modestly more positive An uptrend could have been drawn along the bottoms The real BUY sign came from a Pennant formation on the red line A Pennant is a convergence of an uptrend and a down trend Point 4 Buy A classical BUY occurred where the red line broke up and out of the apex of the pennant A pennant signals the continua tion of the previous strong trend In this case there was a previous strong uptrend Point 5 Another Pennant Two short term pennants formed and the uptrend continued both times lived happily ever after At the end of the chart both RSI and Sto chastics are in oversold territory A strong uptrend continues These tops are early The uptrend is so strong that it has the po tential to break dramatically The red line is in blue sky at all time highs For most traders the light blue trendline drawn from the pennant apex bottoms will provide the next sell or a bre
30. issues by clicking pa and entering the ticker symbol Lists of tickers not in the database can be saved in CSV files See the Issue sired symbols The T will operate only on symbols in the highlighted text Banki Broke gt gt Aele fa Mins i WANKX Banki i ESUE wag Ioj x f chats J Famy T Chem C Comn Cons Where are Families on the Web IHDEn 1 Click to display the index page 2 Scroll down to a listing of symbol Name market indices DCN DANACORP r DCX DAIMLERCHRYSL 3 Click the ticker symbol link as shown ETN EATON CORP above in red within the yellow circle F FORD MOTOR CO Se FMO FEDERAL MOGUL 4 This will usually display the compo GM GENERAL MOTOR nents of the index Sometimes this dis GPC GENUINE PARTS C plays a page that lists several indices GT GOODYEAR TIRE 4 and you must make a choice there be ee Y TRW TRWINC fore the components display 52 Stocks in the News Ral can also extract tickers embedded in news stories In some cases this process may find extra symbols which must be manually deleted Image Loading 13146 bytes 14 A CBOE Automotive Index Commentar J Intenet Y Communica Spreadshe Hee Epon List Section CBOE Automotive Index AUX as of December 17 1999 Current Divisor 372 44360000 Ed FastTrack 2 5 _ Famiy J Commentar J Alale all Internet
31. mar ket All distributions are rein vested Rebalance Rebalancing redivides assets among issues The rebalanc ing method depends both Re balancing and Strategy Op tions selected Daily Everyday the assets are divided equally among all issues Weekly Monthly Quarter ly Annually The assets are divided at the closing price of the last day of each period The calculation is done on real period ends Weekly on _ Fridays Monthly on the last day of the month Quarterly on 3 31 6 30 9 30 12 31 58 Appendix Ticker Symbols and Averaging continued AVG Strategies Momentum When the rebalancing peri od has elapsed then 25 assets from the lowest performing issues for the period are sold The proceeds are divided equally and reinvested in the top 10 of issues by re turn for the period For example using a model family of 20 issues reinvests in top 2 issues There are NO parameters that the user can select to vary the 10 or the 25 Please consider FastBreak or Rube 3rd party prod uct for more complex trading systems Momentum strategy works well in bull mar kets and decently in bear markets WHEN the list family averaged includes conserva tive issues like money market and short term bond funds Value When the rebalancing period has elapsed then 25 the assets of the highest performing issues for the period are sold and reinvested in 10 of the worst perform ing issues for the period
32. moving across the column header Even if it doesn t appear click and hold on a vertical column border and drag to change the columns width The width will be remembered from session to session The width may be different for each column type like Beta MaxDraw etc If the fonts are changed the width will have to be reset Print screen 44 FT4Web Spreadsheet Tab continued Spreadsheet example pa FastTrack 3 0 Of x There are many ways to use the spread Famili Commentary Intermet Communicate SpreadShee E sport 7 01 19 1999 01 19 2000 sheet ssues of Interest 11 1999 Family MaxDraw Percent with Dates 1 of 21 selected aul This particular example shows the use of the MaxDrawND column The column roan um S yr 1 EMRTHSHELL CORP paul 091 89 01 21 1999 to 11 05 1999 coM21 INC paul G67 07 04 28 1999 to 10 28 1999 Mare from shows the date of the maximum draw down from high price to low price 3 FSESE Fidelity Sel Energy paul 024 29 09 10 1999 to 10 08 1999 4 LH LABORATORY CORP AMER paul 026 77 07 28 1999 to 09 28 1999 5 FLaTE Fidelity Latin paul 023 534 05 10 1999 to 10 15 1999 Interpretation Generally issues that are near significant draw downs are attractive to value orient 6 aATHM aT HOME CORP paul 063 43 04 12 1999 to 08 10 1999 ed investors 7 ONE BAN ONE CORP paul 050 91 05 13 1999 to 12 17 1999 8 ca
33. orinted Title Show Comments VETSIONE If checked the comment text will be printed chart when printing These comments may be edited and changed as desired Quality Tab This tab controls the print qual ity of the image In general Show Issue Names Below Chart If checked FT4Web will print the Issue Names This box would generally only be checked when printing the Chart Tab Pee eee eer lower print quality uses less Show Line Names Inside Chart Sane ne ink toner and takes less time If checked the issue names will print EBAY INC FT4Web does not support in the upper left corner of the chart MINDSPRING ENTERPRISES quality level for all printers If this is the case for your printer Title to be printed the options will be grayed out The title prints above the chart The title may be edited as desired Comments to be printed Comments Use Background Graphic If checked the image contained in the file Background WMF is placed on the paper underneath the chart and other elements Use a graphics package like CorelDraw Freelance etc to make a WMF file of your own design Just re place BACKGROUND WMF with the graphic Appendix Hotkeys Many FT4Web functions can be per formed using just the keyboard In some cases the same keystrokes behave differ ently Be sure you use the mouse to click an object before expecting that object to handle keystrokes After Clicking on the
34. price is lower than its moving average the indica tor is below the centerline The indicator size distance from center line increases with the difference in the price and its moving average Buy Sell Tics Buy tics occur when the moving average indicator moves above below the center line by an amount specified by the second parameter see below sk Help Calendar Stat MODY 1667 i te 0 01 COY 7409 1181 l n S i oa 28 Chart Tab Moving Average V Moving Average MA is a trend following indicator When price direction trend changes MA changes MA works well when the red line is in a strong uptrend or downtrend Do not use trend following indicators when the red line moves side ways trendlessly Parameters The moving average V indicator has two parameters Moving Average Length The first parameter is the length of the average Longer moving averages are good at judging long term trends of equity funds Short moving averages are good for judging trends in certain types of funds with good day to day serial correlation like BD JUNK and REALTY family funds Moving Average Filter 3 modes 1 If the second parameter is less than 1 then it is used as a filter A filter reduc es the number of signals especially during trendless periods The differ ence between the fund and its average must exceed the value of the filter be fore a signal will be given Signals oc cur where th
35. puts FastTrack s data into file formats readable by other pro grams FastTrack s database continues to exist along with the exported data As such the exported database is always packed up because it can be recreated i from the FT database Pree he ea Members of the Issue List are exported ven ys esc hal Be sure that the right family has been RYOIX Rydex Biotechnog loaded before doing the following RVCIX Rydex Consumer krer Rydexeecrond Using the Export Rivis Rydex Energy Se RYEN Rydex Energy If you are creating a new export then RYFIX Rydex Financial 9 Choose the Type of Export RYHIX Rydex Health Ca kru Rydex nafla Choose the Export Options a Rydex Leisure 3y Delete all files to clear out accumu IRYNWX Rydex Nova 15_ lated trash or the contents of the folder ROC Rydex OTTIS ae that have been corrupted IRVRIX Rydex Retailing Add New and Update Existing when RYTIX Rydex Technolog available because it is faster exporting RYMS Rydex Telecomm fe entire range RYPIK aa RURY Rydex Ursalt7 Export period is the earliest export date for the data All FT4Web exporting RYMY Rydex US Gov M will start at that date except MetaStock New format will append to existing data unless the Delete all files option is chosen In that case the New MetaS tock export will start exporting as spec ified in Export Period Date Format There are MANY op tions for date format Click in the date
36. share price of funds and specific share prices for stocks The tax spreadsheet automates the devilish task of computing your taxes on long held positions that have split spun off shares in other companies or in which you have reinvested distributions FT4Web s computations follow the guidelines of IRS form 550 which is available online from www irs com E Micrel Envel laa eer Gl Ela Edt yew Insert Foma Took Daa Wiii Hep OMS SRY RAJ oro AE ANHA n YF lb Vanguard S07 Index for 016 996 01Sa on 01 21 2000 Al H Tar Cornpitetion for 2 Date Type J MARHA Sart d 0327H Income a0 032A ST Capha 6 032 LT Capial ro OBB Income a ORES Income 9 1222 Income 10 1d BT Capa 11 1222 LT Capai 12 OVD ST Cap Ge 13 052699 ST Capa 14 032599 LT Capai 16 032699 Income 1B 062599 Income 1 awaya Income 1B 142399 Income 18 124239 ol Rapha 12299 LT Lapai 21 OVS Last mA Shot Ter 01190 Long Tenr Mid ok Mtoe Ready Many Investors Overpay the IRS Tax Computation for C 0 E F G WING vanguard S00 Index for 0171619 01900 on 01 21 200 Aroud Close Price Shares Purch Total Shares Total Dist Total Ass Total Cos Avg Shan A 0 27 0 025 0 035 0 27 AY 101 64 101 E3 101 B43 105 2 7 1 111 5 111 5 111 5 116 55 114 55 114 55 114 55 121 6 114 01 1431 14 31 T 31 14 16 14 16 1 16 1 O O0 SSE Eas D OODLE oa dF 0 00257 5S04 O 0029BdA1 0 004 ObbSd O 00DE45 609 0 0021
37. starts faster Other than start up there is no speed ad vantage using FTComm vs the Communi cate Tab ae FastTrack 3 0 el Fa Charts Family Comment Internet Commur SpreadSt E sport ir what do you want to do 7 Data update i A parane Ye a FT web Evervthing but H f Online Integrity Check Tutorials Install lE FT Aweh Root Programs web HE FT deb Use FTP through the Internet with your own ISP Families Comments Choose the Link i Use FT DOS based communications toll free lines for daily updates and toll lines for Upgrades and ii Online Integrity checks He Use Prosy Server CNFTAFTRACKAG DAT CHE starting at oJFTP Logged in Connected Lagging connection Validating the date of the last update of FITRACE 4B DAT Recerving Database Checkfile FTRACK46 DAT CHE Requesting FNFTSFTRACKAB DAT CHE starting at byte U FT4Web Spreadsheet Tab The Spreadsheet is an extended Issue List loaded with statistical information All Is sue List operations work on the Spreadsheet See the Chart Tab Issue List section of this manual This chapter focuses on the Spreadsheet extensions Getting Issues to the Spreadsheet LE button on the Chart Toolbar copies the Issue List from the Chart Tab to the Spread sheet computes Total return copies the ranked order to the Chart Tab Issue List and switches to the Spreadsheet Tab Right click on the Spreadsheet Add Col Display
38. tary search Toolbar 33 The Commentary Search Toolbar Entry Box Use these buttons to search for a word or phrase in all listed commentaries Match es are then shown in the Commentary tree First enter the exact word or phrase in the Entry Box Case is ignored Begins the search on the word or phrase displayed in the text box Ends the search and restores the Commentary Toolbar EE Highlights the text within found commentaries matching the search string Don t Forget to Right Click Both the Tree and text area have a menu that provide a variety of options The less obvious options include Refresh Outline Use this menu item to rebuild the full tree structure after do ing a search or using Clear New Status Use this command to set all commentaries to old status Normally old status is set for a com mentary after it has been read Expand Collapse Same functionality as the J buttons 34 FT4Web Internet Tab The Internet Tab is FT4Web s High Speed KERET Investment Browser Unlike general pur Charts Commentary Internet Communicate SpreadSheet _ mres http te yahoo s BRCMd t pose browsers like Microsoft s Explorer e gt alale alka so mm paul List on Cha and Netscape FT4Web s Web Browser knows where to find critical investing in ths f P formation and will take you there directly AT HO Available Links for BRCM K a The Internet To
39. that point the data can be treated like any other red line data including for example exporting as an FNU and adding the FNU s ticker symbol to a family 53 Changing Period Displayed W Change the period displayed Invokes the appearance dialog with the cursor in the date change box lt Shifts the displayed dates one month backwards gt Shifts the displayed dates one month forwards 1 Displays the last month of data 2 Displays the last two months of data 3 Displays the last three months of data 6 Displays the last six months of data 9 Displays the last nine months of data A Displays the All of the date range Shows data from 9 1 88 to the last date in the database E Displays the last sEven years of data H Displays the last tHree years of data N Shifts the chart to the Next calendar year O Displays the last One year of data P When the mouse is in the Date Zone P shifts the chart to the Previous calen dar year 54 Appendix Hotkeys continued S Shifts the chart to show data from the first date of valid data for the issues displayed to the last date in the data base T Displays the last Two years of data V Displays the last fiVe years of data Y When the mouse is in the Date Zone Y displays the data from Jan 01 of the current Year to the last day in the da tabase Z Zooms the chart to the date range be tween poles If no pole is showing nothing happens If o
40. the Captured List Parsing from a News Story Real Time Delayed Snapshot Charts Why Use This FT4Web this Way Load any Family into the Issue List Real Time Charts Delayed Always Reload Real time Charts The Web is Rich with Fundamentals FT4Web Communicate Tab Why a Communicate Tab When to use the Communicate Tab FT4Web Spreadsheet Tab Right click on the Spreadsheet Getting Issues to the Spreadsheet Sorting Saving the Spreadsheet Resizing Columns Spreadsheet example Interpretation FT4Web Help Tab Link Navigation Context Sensitive Help The Help Toolbar The Help Search Toolbar Search for a word Search for two words Search for a phrase Tutorials Tutorial Trouble Shooting 36 37 38 38 38 39 39 39 40 40 41 42 42 42 43 43 43 43 43 43 44 44 45 45 45 45 46 46 46 46 46 46 FT4Web Export Tab Using the Export Comma Delimited Export Fixed Length FastTrack Format FNU MetaStock Export MetaStock New 6 0 and later files MetaStock Format PRN Spreadsheet Add New Update Existing Delete all files then Export Export all data to a single file AutoExport Feature Appendix Printing Dialog Look Tab Chart Appearance Chart Position and Size Text Font and Size Content Tab Quality Tab Appendix Hotkeys After Clicking on the Issue List After Clicking on the ColorBar After Clicking on the Chart Changing Period Displayed Pole Moving with Only Keystrokes
41. wait for then drag family names to any of the Tabs that con tain an Issue list This is a quick way to load each tab with a different family Family Tree Buttons To find all Families that contain a ticker symbol type the symbol into the Entry Box and click Oh After finding the Family Tree contains only the families that contain the symbol To rebuild the tree to show everything click p To in stantly expand collapse the tree to view all families click B or If one or more categories in the family tree are highlight ed only these categories will expand col lapse The Sieve The Sieve is like a spreadsheet with limit ed special features It provides a way to combine existing families to create new personal families Each line in the sieve specifies an action and a family The action is performed on the family and the current Issue List The results are placed in the Issue List Actions are per formed as entered Action Buttons Claar Clears the sieve Adds the selected family s mem bers to the Issue List Removes the selected family s members from the Issue List And Removes issues from the Issue List that are NOT members of the selected family No issues are add ed Xor Produces an Issue List that holds the differences between the Issue List and the selected Family Recalculates the current sieve Use after editing the lines Adding a Line to the Sieve 1 Highlight cl
42. 9767 13 84713 FO 21 99013 11 90 3 21 69904 21 69954 29 245553 29 45904 15 5432 31 29474 PREIE 45 0464 4d 2115 4i or 49 27 E5 H 217 44 01011 HT most recent purchase price as the cost ba sis as if it were the price 10 years ago This results in dramatic over payment Just as bad using the original shares price as the basis for all shares generally produces 60 Appendix Tax Spreadsheet continued a dramatic underpayment and whopping penalties You cannot rely on your CPA or the gov ernment to catch the over under payment Worse the IRS may claim you underpaid without any evidence AND require you to prove your deductions With FT4Web s Tax Spreadsheet you can at least get a good approximation of taxes due as a sanity check against your broker or CPA s figures Also the FT4Web Tax Spreadsheet provides proof of substantial effort on your part to calculate taxes prop erly The tax spreadsheet is written to your hard disk drive in the file C FT FT4Web TEMP TAX CSV The file is written each time you move the dashed pole to the extreme rightmost edge of the chart A small capital gains summa ry appears on the screen The file is con tinuously overwritten therefore load and save spreadsheet under a different name if you wish to keep it Disclaimer This is a new feature as of August 1999 I devised it for my own purposes based on information from several tax advice sourc es The spre
43. Check your traditional 1 The ticker symbols are displayed in the trading charts available 24 sources of market information are the steps for using this hours day Use these to setthe before trading Issue List in lower case information SEE A e 2 The issue names are retrieved from the 1 Display the Available fm Daily Chart b Internet Links for a fund whose MOM ay eetdy Chart Bie Wome In some cases especially if the manager has a reputa news Ts symbol is nonexistant the name tion for strong funda mental analysis Charts will be a best guess and retriev ing will take some time The hour 2 Click the Holdings Link copT glass symbol shows over the Issue nl E List not the browser while the 3 Click ab The stocks in SoS SSS SSeS process is taking place the holdings list will replace the Issue List favorites E benthe Perevenamesii noi 4 Review the current charts on the Chart Tab for the fokt p in FT DB via the Internet menu listed stocks relative to the green AVG line temis not checked then issues P j 5 Pick a likely BUY candidate Do ner a BI Dalapise dre namen Quote unknown 6 Return to the Internet Tab and drag drop the ticker of the candidate into the browser Option chain NASDO after hours quote 7 Click on the News link and other information as desired to research the investment s prospects full Browse w Aetieve names notin FT OB via Internet 38
44. FastIrack forthe Web amp Hi Speed Investment Browser The information that FastTrack provides is only part of the information needed for a good investment program Consult tradition al sources of investment advice before buy ing or selling any stock or fund Read the prospectus to determine whether an invest ment meets your objectives FastTrack is a product of Investors Fast Track Investors FastTrack retains all rights to the software and databases Investors Fast Track does not assume liability for error or omissions in reports or other information Investors FastTrack P O Box 77577 Zip 70879 12643 Jefferson Highway Baton Rouge LA 70816 Phone 225 754 7004 or 800 749 1348 FastTrack software manuals and data base information are protected under US and international copyright laws Copying modifying or redistributing such materials without express written permission of In vestors FastTrack is strictly prohibited ex cept under the following conditions FastTrack software and manuals may be freely copied and redistributed to others in their entirety only for internal mutual fund and stock analysis as long as 1 No fee is charged for using copying or distributing 2 Neither the software nor the manuals are modified in any way 3 The programs and manuals are used only in conjunction with original FastTrack information All other rights are reserved gt The FastTrack database
45. Issue List f Step through the list of issues The first highlighted ColorBar cell will be changed and the chart redrawn l Deletes highlighted issues lt Goes to the top of the list The first highlighted ColorBar cell will be changed and the chart redrawn O Goes to the bottom of the list The first highlighted ColorBar cell will be changed and the chart redrawn Pages down through the issues The first highlighted ColorBar cell will be changed and the chart redrawn Pages up through the issues The first highlighted ColorBar cell will be changed and the chart redrawn After Clicking on the ColorBar Puts the clicked cell in edit mode Change the ticker symbol as desired After Clicking on the Chart B Change the issue represented by the 8 p Ma dark blue line C Change the issue represented by the cyan light blue line G Change the issue represented by the green index line P Change the issue represented by the purple line R Change the issue represented by the red fund line Y Change the issue represented by the 8 p y yellow line gt The function 4 key on the upper row of the keyboard starts the Print Pre view Dialog from any Tab Change the charts displayed See Chart Tab Appearance Dialog Load a family into the list on the Charts Tab View Parameter Settings C gs U The exclamation mark moves data from the lowest yellow line to the T or P Chart red line From
46. JM then type a symbol it lin Copy 106 ONE OME OR _ __ _ TFAM e SC a AA T com Highlight the red ColorBar cell Click ae Eamings Pan Perf TET an Issue List member as a starting r fei PreeyCISco STs r ERTH EARTHSHEL _ Me ooo 7 point then hit or to step a z News RYOTZ Rydex Bic through the list volume O Holdre 8 i O Quote Message Board 4 2 Option Chain 5 NASOG after hours quote z All Full Browse 3 T ii 1 3 H ii 1 3 T ii 1 3 F ii 1 3 E printer friendly tornat aE H Cable modems work outstandingly well with all FastTrack Communication and Internet features Using FT4Web to step though these charts is MUCH MUCH faster than trying to do it S with a web based charting service 36 FT4Web Internet Tab continued H FastTrack 2 5 Not all issues are in the Fast Picking up Families from the Web FT4Web can pluck ticker symbols from most web pages using x when the de sired page is visible Internet Family J Commentar J els ADIS sel Elm Miscellaneous Sectors To limit the action of the ns to a specific section of text click hold and drag across the web page text that contains the de AUX X Automotive CBOE GKX Agricultural Goldman Sachs B X X Bank Index Philadelphia Done file C IFT ift4win webindex Indices HTM A Export Track databases but you can view the Internet information for these
47. NA CORP PA SEGU SEGUE SOFTWARE INC ZE pA Zai Tmek Mad Teck Mid an Rebuild Indes 21 Val SubTab This shows the performance between the poles for all the lines on the Chart Creating a Family with FastTrack The steps listed below will only work on FT4Web s Charts Tab 1 Left click the List SubTab 2 Right click the Issue List Left click the Clear List item Left click the Index SubTab Type the ticker symbols or issue name in the Entry Box at the top of the In dex then 6 Repeat step 5 as desired 7 Left click the List SubTab 8 Right click the Issue List 10 Left click on the Save Family as item Jg AeA Ww 11 Enter the name for the created family in the box labeled Family Name 12 Left click the button marked Save Fam Note Double clicking any issue on the In dex SubTab will perform the same action as step 5 23 Chart Tab Trendlines To draw multiple trendlines click Trend highlighted in yellow in the example Trendlines can be drawn on the T or P Charts If other color lines are on the chart they will be ignored Trendlines relate ONLY to the red line The chart may have up to 20 trendlines Trendline may be saved and reloaded Trendlines persist even when the red line changes Creating Trendlines The example on this page shows two trends lines Each trendline was defined by
48. Price Chart P General Interpretation of the P Chart Volatility Control The Purple and Yellow Values Weaknesses Strengths Exponential Averages Used Buy Sell Tics 26 26 26 26 26 27 27 27 27 27 27 27 27 Chart Tab Moving Average V Parameters Moving Average Length Moving Average Filter 3 modes Yellow Values Coordination with the P Chart Chart Tab RSI I amp Stochastics S What are RSI and Stochastics Parameters When should I use RSI When should I use Stochastics Interpretation Consider FastTrack s Strength Selection FT4Web Family Tab Why Use Families Personal Families Load a Family into the Issue List Load a Family in another Tab Right Clicking the Tree Drag and Drop Family Tree Buttons The Sieve Action Buttons Adding a Line to the Sieve Loading Saving the Sieve The Issue List FT4Web Commentary Tab What is the Commentary Viewer The Commentary Toolbar The Commentary Search Toolbar Don t Forget to Right Click FT4Web Internet Tab The Internet Toolbar Choosing What You Want to See To Choose the Issue to See Information for a Particular Issue Picking up Families from the Web Where are Families on the Web 28 28 28 28 28 28 29 29 29 29 29 29 30 31 31 31 31 31 32 32 32 32 32 32 32 32 33 33 33 33 33 34 34 34 34 35 36 36 Stocks in the News Family Extraction for Stock Picking Industries and Sectors Saving
49. UST CHANGE General Interpretation of the P Chart When the red line is above its averages the issue is in an uptrend and should con tinue to be held When the red line is be low its averages the issue is in a down trend and is not ready for buying Volatility Control For volatile issues that give too many trad ing signals the issue is in an uptrend downtrend when its short moving average is above below its long moving average The Purple and Yellow Values These values highlighted in yellow tell the value of the average on any given day These values display either as adjusted or unadjusted values depending on the set tings on the Appearance Menu Weaknesses Of all trend following indicators moving average is most trend dependent Ifa chart is trendless the P Chart will do poorly Strengths The P Chart is FastTrack s best tool for finding trend starts and ends Once a long strong moving average has been broken on the P Chart stop using the P Chart and begin using a trading range indicator like the I Chart or the S Chart Exponential Averages Used All moving averages used in FastTrack are exponential averages of the adjusted clos ing price When the price is higher than its moving average the yellow indicator is cal FastTrack 4 0 Charts Family Comment Internet mo avg 100 00 Fidelity Emerging Markets 3272 ee Ll 13392 139393 1954 13995 13356 27 above the centerline When the
50. V files acl Svmbl lt Description CSV files are text op DELTA amp PINE LD cO S DAL IDELTA AIR LINES INC DEL files m which the DFC DELTA FINANCIAL CORP columns are sepa DL IDELTA WOODSIDE INDS IMi OLTE DELTEK SY55 INC rated by commas DEL JOELTIC TIMBER CORP Virtually all pro PLX__JDELUKE CoRR DNR DENBURY RES INC grams that handle DRTE DENDRITE INTL INC columns and rows like spreadsheets can export import CSV files Use this facility to create use Fast Track families with other programs CSV files may contain ticker symbols which are NOT in any of the FastTrack databases Families created within Fast Track cannot contain symbols that are not in the databases Charting an Issue List Member Highlight the desired issue or multiple issues then click hold wait drag and drop on a ColorBar cell The mouse tech nique is discussed in more detail in the Windows Basics Chapter When multiple issues are handled this way the line displays an Average of the issues See Appendix Averaging Show in Browser Menu Item Choosing this menu item displays the se lected Issue List member on the Internet Tab in the browser The browser displays the same page as was last displayed Index SubTab Click the Index SubTab to show the Index List This list contains all the ticker sym bols and names of issues available in your FastTrack databases There is an entry box at th
51. Value strategy reduces volatility but usual ly also return Including conservative issues like money market is not as important as with Momentum Strategy REBALANCE LOG The complete list of trades that make up an average are saved in the file C FI FT4WIN TEMP REBALANCE LOG Use your favorite text editor to view this file The log is not created when rebalanc ing daily or rebalancing never Inception The computation has some complexity to it with respect to issue inception dates The average computation starts by divid ing 100 000 00 evenly among issues exist ing on 9 1 1988 This means that the com putation of a 50 issue average would start with 2 000 00 in each issue if ALL 50 is sues exist as of 9 1 1998 When all issues do not exist as of 9 1 1988 equal percentages of existing issues are sold as needed to fund the purchase of each new issue s shares When there are 49 existing issues to start then on inception of a new 50th issue it will be assigned about 2 of the then current assets Investing Using Averages Averages are less volatile than the issues that make them up Averages give fewer signals than individual issues Average sig nals applied to individual issues often catch the major trends ignoring unproduc tive whipsaws of more volatile issues Fund Strategy Buy a mutual fund that consistently out performs its peers the average of the rele vant objective family Sell a mutual fund tha
52. a E NSDO after hours quote Always Reload Real time Charts fll Browse When this menu item is checked clicking the E E E T A he caarent The chart tells that PFE has traded between 37 1 2 and 36 for the past 4 5 days Therefore placing a sell limit order at 37 or a page buy limit at 36 would be reasonable targets for a trade The Web is Rich with Fundamentals The web has a great wealth of information about most stocks The best stocks are those with strong records of growth in revenues and earnings whose management believes in their company and is buying the stock whose excellent performance is recog nized and widely followed by analysts that are being affected by secular events like interest rates technology shifts in population and current events All this information is indexed in FT4Web for every stock 1 Right click on the Internet Tab 2 Choose the Fundamentals menu item 3 Choose one of the categories 4 Drag and Ticker symbol from the Issue List or from the ColorBar to the center of the browser and drop it OR Step though the issues in the Issue list with the f keys OR Double click any issue in the ColorBar OR Highlight the red ColorBar cell then double click any issue in the Issue List FastTrack 2 5 Charts Fa mily Enter symbol a Get Profile More Info Quote Chart Hews Profile Research SEC Maz Insider Financials
53. ach symbol s origin An in dependent Issue List appears on most Tabs There is also a free floating Pop List which can be seen from any tab List SubTab The Issue List is on the List SubTab Note the SubTabs highlighted in yellow On most other tabs the Issue List is always displayed Ranking and averaging are performed on list members not on the entire database The list limits the view of issues to those that particularly interest you The list is color coordinated with the lines on the charts Add a ColorBar Issue to the List Drag an ColorBar symbol to the Issue List To Delete an Issue from the List Highlight the list members to be deleted then hit M OR right click and select the Delete Issue menu item Add Save Families to from the Issue List Right click the Issue List and choose the Load Family menu item The issues in the family will replace the issues in the list Choosing Save Family will put the mem bers of the Issue List into the family named at the top of the List The old family mem bers will be replaced Choosing Save Fam ily as lets you change the family name be fore saving Copy and Paste Copy puts highlighted ticker symbols as comma separated text onto the Windows Clipboard Paste copies comma carriage return or Tab separated text as ticker sym bols and automatically fills in the name Save as Load Menu Items These items save deta Entry Box and load CS
54. adsheet provides you with the basic information needed to figure out your taxes on long terms holdings but does require customizing to get to the final tax figure Feedback from experienced Tax Planners is welcome I claim no special expertise or qualification in this area as will be mak ing changes based on your comments and support questions to paul fasttrack net I will refine this help section as questions arise with the goal of making the com ments understandable to competent tax preparers to save time money and aggra vation in the preparation I cannot provide specific tax advice but can explain how the spreadsheet data and computations were done Index Symbols button 32 button 32 button 32 2 Chart 25 2 Chart 2MM 17 2MM defined 17 A A Chart 23 Abbreviations 55 Account 9 AccuTrack 23 Adjusted return 17 25 Adjusted unadjusted Prices 14 AND button 32 Ann 55 Appearance Dialog rebalance 57 Arrow Keys 12 AutoExport 49 Available links 34 average share price 59 averages 57 B BH 55 bitmap image 6 BP 55 Buy Signal 18 C Candlestick charting 40 Candlestick charting 40 CDF 55 CDY 55 Changing Symbols 12 Chart Abbreviations 55 AccuTrack 23 Adjusted Return 25 beginning end 14 Candlestick charting 40 Date Label 10 Date Scale 10 Issue List 20 keystrokes 53 Label 11 loading 14 MACD 26 Moving Average 28 Pennant formation 30 Performance Values 11 period displayed 14 Price Char
55. ak in a 50 200 day moving average The current peri od is NOT a trendless period thus RSI and Stochastics have already given their early warning and are no longer useful Some Observations In the facing example RSI is largely above the centerline This is where uptrends live It is difficult to time when markets are uptrending Re entry comes at a high er price than the exit F FastTrack 3 0 LFamily Ot return Enduring red line zigs while a large pen nant forms is not fun and may not be not profitable Consider FastTrack s Strength Selection During the same January April 1999 the green FSELX was not the best place for mon ey The red FJSCX Fidelity Small Cap Ja pan fund looked quite different Its chart was quite easy to analyze Don t TIME THE MARKET STAY IN THE BEST ISSUES da Aug Step Oct MorOec Jan Feb hlar Apr hiap Jee Jul Aug Sep Oct Hor 1 Bis e E 299 LE LE E Di E FT4Web Family Tab The family tree lists families organized into categories Families are groups of is sues that are related For example Fund Management Companies Fi delity Vanguard and Scudder are large mutual fund companies that have many funds These families are lists of those funds Objectives HITECH GROWTH and INTERNEO are fund categories that include funds that specialize in a par ticular sector or style of investing All Category All the funds and stocks within particular large clas
56. art un less the T Chart s green line and the 2MM speci fied issue are user set to be the same 26 Chart Tab MACD Indicator M Moving Average Convergence Divergence MACD is a trend following indicator When the red line s momentum trend changes MACD changes MACD works well at finding tops and bot toms of issues that spurt then stall MACD is often premature Use trendlines or other indicators to confirm MACD signals What is MACD Moving Average Conver gence Divergence MACD is a momentum indicator It works when prices bounce like a ball As the ball rises it gradually slows until it reaches its peak and then it accelerates as it falls MACD follows that motion The switches occur as the ball becomes motionless at tops and bottoms The indicator moves above below the center as the issue reach es tops and bottoms How to Interpret Moving Average Convergence Divergence MACD is favorable when the bars are above or approaching the centerline MACD is unfavorable when the bars are dropping or below the center MACD is computed using the price movement of the fund MACD shows when momentum is accelerating or faltering Parameters MACD had three adjustable parameters that are displayed in the upper left hand corner of the MACD chart These parame ters are 1 the slow long moving aver age 2 the fast short moving average 3 the trigger average Setting the trigger to 1 effectively elimi
57. co CISCO sys INC paul 017 29 02 01 1999 to 02 17 1999 In the example written 1 19 2000 the 9 INDEXFAM PHLZ Bank paul 024 80 04 27 1999 to 01 04 2000 colored rows show the issues of interest 10 CPWUR COMPUWARE CORP paul 050 57 01 19 1999 to 04 07 1999 ve 11 BRCM EROADCOM CORP 1 030 95 01 27 1999 to 03 04 1999 The red cell ERTH hit its maximum 11 BRCM auo eA 99 12 28 99 any purchase would have pained more dhan SO r tiroush 119 au The dark blue cell BKX X a bank in dex indicates that most banks are cur rently severely depressed ending on 1 4 2000 This situation bears watching Same is true for PFE f This method should be confirmed by oth er research The issues selected should Be sure to right click to save the spreadsheet as a CSV file In this for have good long term fundamentals be mat all the columns and their contents will be saved and restored on showing relative strength against the S amp P start up To restart with your own selected columns headings but not 500 and be members of a sector that is in save rest of the sheet contents save the spreadsheet in an uptrend FT4AWIN SPREADSHEETS DEFAULT CSV drawdown of over 90 on 11 5 1999 and would have shown up as attractive from any point thereafter From 11 5 PFE FT4Web Help Tab Pj FastTrack 2 3 KK Help using Help I am a new user of FastTrack for Windows Where do I start Se know what charts I want to put on
58. ctive Too wide lines hide detail The red line width can be set separately from the width of the other lines This can be important in presentations Extra width makes the red line stand out from its peers Normal Save the Chart Colors To save the color changes to a chart save a color changed chart by right clicking on it On reloading the chart the saved colors will be restored then use the chart normally 16 Chart Tab ColorBar There is a single ColorBar beneath the Tabs The 6 ColorBar cells describe the 6 issues currently displayed as color coordi nated lines on the Chart Tab When the mouse moves over a cell the name of the issue in the cell pops up Changing the Issues in the Cell Click on a cell type a symbol hit or click hold wait drag drop an issue from the Issue List or the Index Click on the chart and hit R G Y P CoB to enter a new symbol for the Red Green Yellow Purple Cyan light blue or Blue cell Delete Right clicking a Cell Delete Deletes the con tents of all highlight Font Copy Paste ed selected cells and their color coordinated chart lines 4 G Components cOlor Rename Make FHU Copy Puts the cell s tick er symbols into the Windows Clipboard as a single line of comma delimited text If the cell is an average of many issues then the tickers of all the components that made up the average a
59. d green line changes to a copy of the red line Removing an issue does NOT remove it from the family that was loaded Save the family again to record the change A delet ed issue is not removed from the database by Clicking 1 Double click any issue in the Issue List The issue clicked will be placed in the first highlighted black background ColorBar cell 2 If no cell is highlighted then the issue double clicked will go the cell after the last active cell 3 For each successive double click on an Issue List member the next successive ColorBar cell will be changed to right To erase a line 1 Right click any ColorBar cell 2 Click on the De lete menu item All highlighted cells gh 4 6 Components color coordinated lines will be cleared Delete Eont Copy Faste Color Rename Make FNO Other Menu Items Use the Copy menu item above to put the highlighted Col orBar Ticker symbols into the Windows Clipboard Use the Paste menu item to put the con tents of the clipboard into a cell Clip board must contain comma delimited ticker symbol text Use Rename to change the description of an issue This is a temporary change and cannot saved by Dragging Display an issue by dragging it from the Issue List or the Index Tab and dropping on the desired ColorBar cell 1 Click hold and wait for the 2 Drag to a ColorBar cell and drop Note To avoid waiting
60. der which is reserved for downloaded parameter files from FastTrack Trade Delays You can delay the effect of a buy or sell tic This affects the J and 2 Chart composite lines and the Adj return for the composite The best indicators trade early or ahead of long term moves and are hardly affected by 1 5 day delays Exiting FT4Web On exit the name of the parameter set load ed is saved On restart the parameter set is reloaded If no parameter set is loaded then on exit the parameters are saved in FT 4WIN PARAMETERS DEFAULT PRM and restored automatically on restart Making Your Own DEFAULT PRM Delete the existing DEFAULT PRM file and then save a new one under that name You cannot replace an existing file unless you delete it first Highlight means click on a cell so that its background becomes black 18 Chart Tab Signals and Trades Click the Sigl button highlighted in yel low to put FT4Web in signal mode where FT4Web can create and delete signals Signals tell where buys and sells should be made so that FT4Web can show the success failure of a trading strategy Sig nals appear as red and green tic marks on the T or P Charts FT4Web also provides Trades a more so phisticated form of signals which can have 6 color tics one color for each line on the T Chart Trades remember the is sues displayed when they were created Loading a Trade restores the original is sues F FastTrack 3 0 Charts
61. e red line moves above or below the average by the specified per centage Filter values between 001 1 are useful Filter values between 01 99 have no practical value and may produce strange results Z 3 A filter value of 005 means that the V chart does NOT give a signal until the difference between the moving average and the red line is more than 0 5 This frequently happens and is useful in removing whipsaws during trendless periods On the other hand a filter val ue of 0 1 means that the V Chart sig nals when the difference is more than 10 This seldom happens and when it does the move has been so traumatic that the indicator is useless If the second parameter is set to 1 then NO smoothing and NO filtering is per formed During trendless periods the switches are counterproductive Signals occur where the red line and the mov ing average cross However with vola tile mutual funds this technique has some merit Stocks are generally so volatile that moving averages cannot be used When the second parameter is set to a value gt 1 then that value is used asa second moving average by which the Ist moving average is smoothed Sig nals occur where the red line and the moving average cross This will reduce whipsaws during trending periods but is of little value during trendless peri ods Yellow Values The V chart s yellow value is in a range between 100 and 100 When the yellow val
62. e top of the list As you type a ticker symbol or issue name into the entry box the index list scrolls to a matching row In the example we searched for the Sears symbol S To do this we had to enter S and then two spacebars The spaces distin guished the single letter S from all match ing symbols and names that begin with S Hitting after issue is selected in the list adds the selected symbol into the Issue List hidden beneath the Index List on the List Tab Double click the Index List This is a convenient way to add the select ed symbol in to the Issue List You may wish to use the Issue List s right click Clear list menu item to start with an emp ty list Drag and Drop from the Index List Drag from the Index List to a cell of the ColorBar to change the line displayed Right click Index List Add to PopList This adds the selected is sue to the Pop List See the prior page for a discussion on the Pop List Rebuild Index If you use 3rd party pro grams that create FastTrack FNU files these files will not automatically be added to the Index List Click the menu item to update the Index List E sport SEATTLE FILM ORKES IMC PEAW AY FOOD TOWN INC Sec aptl US Real Estate I SECO Add to PopList SECU SECUI JEC SEDFx_ Security Corporate Bond A Security Equity 4 Security Global 4 SECI Security Growth amp Income A SECUS Security Ultra 4 SIUS Security US Gov Serjes SDMA SEDO
63. ed FT4Web FastTrack offers a Windows 3 1 DOS ver sion of FastTrack which is still fully sup ported but which is not discussed in this manual Being a Windows Program FT4Web uses techniques common to all Windows programs If you are unfamiliar with things such as right clicking double clicking or dragging and dropping please see the Windows manuals provided with your computer Information Updates FT4Web s features are continually being developed and updated As changes are made the Online Help is updated See de tails in the Help Tab Chapter The Online Help has a manual cross reference that will take you to a higher level of detail than offered in this manual Technical Support Calls Welcome on our Toll free 800 Number If you have questions not answered by the manual or Online Help call 800 749 1348 Technical support is available from 9 00 AM until 9 00 PM Eastern time market days and 10 00 AM until 2 00 PM Saturdays Please be at your computer have the com puter turned on and be prepared to spend a few minutes trying the steps we suggest The worst time to call is 6 30 PM to 7 30 PM market days while the database is be ing updated The entire staff participates in the update process and may not take your call immediately After lunch calls are slow This is the best time to call FastTrack offers technical support for the use of our software on a single computer If you have multiple compute
64. ed by FT4Web The To Choose thelssie ke Gee HR content of the page changes depending on An Index to the wealth of investment the type of issues selected Mutual Fund Read the next page There are several ways knowledge on the web Stock SPDR Market Index etc Click on t choose an issue for researching on the Enter a ticker symbol This need not any of the links to get the information de web be a symbol in a FastTrack database sired from the web 35 FT4Web Internet Tab continued Information for a Particular Issue j FastTrack 2 5 To display Internet information about an Charts Family F Internet Communicate Spreads heet A b HOER CSCO Done paul i issue do one of the following int ale GSL za wi bigcharts comfintchart frames main aspttime 38freq 78o aul ssues of Ir i High Low volume Name Last 1 96 108 14 109 1 4 106 75 12 670 200 e Click hold and wait for then meats Yield PIE Ratio 52 Week Range ao DOV yssit d b 1 f h 1 h 41 47 nia 179 58 441546 to 110 1 4 pt ear COMPUWARE rag a symbol from the ColorBar or the Trade after hours on 3 major exchanges F EXTRADE T LE SPDR Basi Issue List and drop it into the browser area Ej News See Industry Analyst Estimates SEC Filings Broker Research py Profile OR CSCO 15 Hinute ENACSOS 12 31 FH l ae Double click any issue on the ColorBar r fy vpn tte 109 OR k hat en Home j H 128 iy fr AME 107 F Click the J
65. ed to a file named FT4WIN SIGNALS DEFAULT SIG OR FT4WIN TRADES DEFAULT TRD On restart the named file is reloaded or DEFAULT is reloaded Chart Tab Family Loader Saver This object as shown to the right pops up to help you load or save a family Famil 1 Right click on any save Family Issue List or the Spreadsheet 2 Select one of the menu items save family as Load family Print issue list This will pop up the tree as shown on this page The tree contains many families in three major categories 1 Mutual Fund 2 Stock 3 Personal Personal families are ones you create Using the Tree The list has multiple levels of categories Click on the to ex pand a category to show subcategories or the f families in the category When the box ap pears the category is fully expanded Using the Loader To load an existing family Double click a family from the tree It will be loaded into the current Tab s Issue List replacing prior contents OR Type the family name in the lower left then hit or click Load Fam Charts Family Loader Single click the to expand categories Double click to load a family s issues into the issue list OR Type the family s 8 letter abbreviation below under Family Name Family Commenta Intemet Co a Mutual Fund Category BALL Category 6 m H Assorted Category 3 Bond Categoryi16 B
66. es are simple text files that Fast Track can read The symbol is the name of the file up to 5 characters not includ ing the file extension If the FNU name is the same as a symbol in the FastTrack da tabase the FNU will be ignored See the Export chapter for a more complete dis cussion of FNU files List Averages Enter the symbol LIST AVG If no members of the list are selected all members are averaged and displayed If more than one member is selected only those members will be averaged Family Averages FastTrack can compute the average returns of a family of stocks funds or any mix of is sues Where ever you could use a ticker sym bol like IBM you could alternately use a family name followed by AVG For example e HITECH AVG will compute the average of the HITECH fami ly of sector funds AVG or LIST AVG as a symbol will average the issues listed in the active Tab s Issue List SCREEN AVG will use all the issues in the ColorBar Reb alance f Daily C Weekly C Monthly C Quarterly f Annually C Never AWG Strategy f Plone tC Value f Momentum Draw Chart 57 Appearance Dialog Rebalance and AVG Strategy Right click on the chart to display the Ap pearance Dialog The remainder of this chapter relates to the selections made in the Rebalance and AVG Strategy sections Day by Day Computation Each day each issue s assets will change according to its price change in the
67. f pole posi tions Usually the Dashed Pole is to the left of the Solid Pole Reversing the poles will re verse the performance figures Adj The total return of the multicolor composite line of an Adjusted Return chart The performance is measured between poles or from the Dashed Pole to the rightmost date displayed The Adj values change color to reflect the position of the Dashed Pole For exam ple if a red signal occurs and the Dashed Pole rests a few days following that signal then Adj is red Ann The annualized rate of return for a line for the period on the screen ANN is color coordinated with the line whose return is being measured Ann is also used to label trend lines with the value reflecting the return slope of the line BH The total return of a line including reinvested distributions unaffected by timing or switching Also called the Buy and Hold Return BH is color coded to match the line BP The cumulative total return for the area between poles If only the Dashed Pole is present BP reflects return from the Dashed Pole to the end of the chart color coordinated to match the line The first value is a percentage total return the second value in paren theses is the dollar value change CDF The Chart Definition saved chart currently open if any The chart can be saved exactly as displayed and re trieved later using the right click Save load commands from the chart CDY
68. for to ap pear hold down the q then click and hold The drag icon appears immediately by Swapping Do one of the following Drag one cell to another cell OR Hit to swap the red and green cells With Arrow Keys The keyboard up and down arrow keys can step through an Issue List changing the contents of a single ColorBar cell 1 Load the Issue List with issues of inter est 2 Highlight click on a ColorBar cell making that cell the ONLY black back ground cell 3 Double click a starting issue in the Is sue List 4 Usethe lt O keysto step though the Issue List line by line with the Chart Toolbar Chart Tools The Toolbar provides a way to change one or all the ColorBar cells at once Highlight click on one or more ColorBar cells to be changed Fill highlighted ColorBar cells with new issues lower in list Fill highlighted ColorBar cells with new issues higher in list Fill highlighted ColorBar cells starting at the top of list Fill highlighted ColorBar cells with the bottom list members Puts FT4Web in Signal mode See Signals in the Appendix Puts FT4Web in Trend Draw mode See Trends in the Appendix mi Ranks the family by total return See the Spreadsheet Tab Chapter for rank ing details Chart Toolbar Clear All Trends Signal Trades Trend extend 1 Te Full span Single class Signal Trades wit
69. formance statistics for the lines dis played There is also information for dates and settings See the Appendix for Perfor mance Values abbreviations and defini tions Performance values change as the Poles are moved They reflect the performance between poles If there is no Solid Pole then performance is measured from the Dashed Pole to the most recent date dis played Index SubTab This Tab contains an alphabetical list of all issues available in all databases present FNU files described in the Exporting Tab Chapter are embedded alphabetically When a splitter appears on a boundary line between two objects you can click hold and drag that splitter to resize the objects on both sides For example you can make more room for the Issue List or the Chart by moving the splitter 12 Changing Symbols With Keyboard 1 Click near the center of the chart 2 Hit one of the following keys R for the red line G for the green line Y for the yellow line P for the purple line C for the cyan light blue line e B for the blue dark blue line 2 Type the desired symbol in the popup box 3 Click i using Mouse Keyboard 1 Move the mouse to a ColorBar cell 2 Click on the cell 3 Type a symbol It will be entered into the cell 4 Hit To erase a line and then again 1 Click on the appropriate ColorBar Cell 2 Hit the Del Key Erasing the red line is impossible An erase
70. gestions from Fast Track and selected investment advisors Internet Tab Using FT4Web s integrated Web Browser Communications Tab Getting your data current and the latest program versions Spreadsheet Tab Contains a variety of tabular reports Spreadsheets Help Tab This Tab is a browser like an Internet Browser that has many pages and cross links It is the complete refer ence for FT4Web Export Tab Provides for exporting Fast Track data for use with other programs ColorBar The ColorBar controls the issues displayed on the chart Right clicking on the Color Bar pops up a menu The functions of the ColorBar are discussed in detail later in this chapter The List SubTab The Issue List is displayed on most Tabs On the Chart Tab is one of the SubTabs It shows a list of ticker symbols the full issue names and the families from which each symbol was loaded into the list Generally members of a list will have something in common Funds offered by Fidelity Technology stocks Technology stocks that are held by Fi delity Select Electronics There is a whole section on the Issue List later in the Chapter Chart Label Click on a Chart Label like Tot return to display the Buy and Hold values Hide 11 them with another click The values are calculated for the span of the chart with no regard for poles positions Performance Values SubTab This section of the chart displays various per
71. gies are often all ordinary investors need for long term SUCCESS Do NOT OVERCOMPLICATE THE EFFORT Calendar Stat DY 2597 MDY Years 14 38 CDY CMD ig Trade DEFAULT DE Trnd DEFAULT CDF DEFAULT PARAM BOB 1992 1993 1994 1995 1996 1997 1998 Chart Tab Adjusted Return 2 amp J There are two forms of adjusted return charts the J Chart and the 2 Chart These are NOT indicators They show the results of trading signals tics generated by the in dicator above the J or 2 Chart A red tic is highlighted in yellow on the J Chart The J and 2 Charts do not create buy sell signals and there are no parameters to set These charts show the results of switching between 2 to 6 issues based on signals of the indicator immediately above the chart Trading Delay The actual switch is delayed by the number of days trading delay See the Chart Tab Changing Parameters section earlier in this chapter for details In the J Chart Example Fidelity Select sector funds don t always move in the same pattern The J Chart compares buying and holding the red line to switching among the lines The red line in the Adjusted Return Charts reproduces the T Chart s red line The mul ticolor line is a composite formed using sig nal tics of the indicator immediately above the Adjusted Return charts j In this case the 4 button from the Chart Toolbar was used to enter tics into the T Chart The return computati
72. gin to fall putting more money into 8000 COMPLEMENTARY PRODUCTS FOR FASTTRA the hands of Asian consumers The growth of companies in these 9000 USER GROUP AND MISCELLANEOUS Topics Countries is explosive yet as of the end of 1994 many of the companies are reasonably priced by US P ratio standards Communicate SpreadSheet NEW ASIA funds What are they Which Indicators RSI 14 supplemented by Trendlines are the best indicators The Commentary Toolbar Allows viewing of a particular com mentary by entering the four digit commentary number Collapse All Collapses the Com mentary List to show only the high est levels E Expand All Expands the Commen tary List to show all commentaries If individual categories are high lighted only the selected categories will be affected N New Topics Shows all unread com mentaries After a commentary has been viewed it will no longer ap pear in the New Topics R Refresh Outline Returns the Tree to its initial status Use this option if commentaries appear to be missing Sort by Date Sorts all commentaries in the Commentary List by date Remove all s Removes the that marks commentaries as unread from all commentaries in the Com mentary List Prints the currently displayed com mentary Switches to the help tab and displays the help page that explains the func tions of the commentary viewer Changes the Toolbar to the commen
73. gs Industry Clicking the link for the Industry shows the list of ma jor drug companies Clicking as pulls the ticker symbols for the listed drug companies into an Issue List Note IPXL highlighted in yellow does not show the full name of the company This means that IPXL is not in the FastTrack da tabase However all the features of the Internet tab work for IPXL It s real time charts earnings etc have Available Links Saving the Captured List Right click to save the list save Family saves under the exist ing family name Get Net IPXL will not be in the saved family Saves as saves a CSV file IPXL will be saved in this format and can be restored with the Load menu item These families can be restored using the Load Family or Load CSV menu item CSV files can be exported to or created in Excel and a variety of spreadsheet and word processing applications 1 Eon o Ghew pip il PIES Charts pick Cora i REEE e S i oe Lharts Family Esta s SpreadShe Help Export gt Fa 5 i Gelert of fet_Net ist extracted from Name Major Drugs sre Feri 0 of 14 selec ee oe Abbott Lab ad Fam American H e wee Amgen Inc Aventis Bristol Myer Eli Lily amp C Cag it Glaxo Wellc Tee Impax Labo delta leap Johnson amp SCHERTNG PLOUGH PLOUGH Merck amp Cd Hen misi i Novartis AG add Col Pfizer Inc i ood Pharmac
74. h the Chart Toolbar Right clicking anywhere on the Toolbar pops up a menu Full Span means that the issue selection using the Chart Toolbar arrow buttons skips over issues which are shorter than the full span of the current chart Single Class means that the issue selection using the Chart Toolbar arrow buttons only display one fund of the group of identical funds If Fund Name A is displayed then Fund Name B will be skipped over Clear All Trends causes all visible trendlines to disappear If the Default set of trendlines is displayed the default set saved on disk will be cleared Trend Extend makes all trendlines extend to the last day on the chart without regard to where they were originally terminated when drawing Thus each day previously drawn trends extend to the end of the chart 13 Chart Toolbar Ea ang i Trends e Signal Trades Clear vr T Lack Reverse Edit Clear means that the signals or trades cur rently displayed will be erased from the screen and that the default signals and trades will be erased from disk Lock means that the signal trades that cur rently appear on the T and or P Charts will not be changed The T and P Charts copy the lowest signals when redrawn Reverse means that the trading action of the red and green signals is reversed Thus a red tic mark indicates trade to the green line or 2MM fund See Chart Tab Chang ing Parameters for 2MM details Edit pops up
75. ia amp Schering Ple ee Brink ken Smithkline B Warner Lamvd ipany 4 DJ 30 Parsing from a News Story The ticker symbols contained in a web news story can be captured Highlight the text that contains the company names or tickers then click is If you highlight nothing then the entire story will be checked for tickers This will increase the probability that FT4WEB will find unintended symbols To highlight click hold and drag the cur sor across the desired text ESUAT A Family Commentary Internet Communicate SpreadShee INDER http www thestreet SANSENE fess alm kis Hl re jhtml name INTC hestres Thestr SUe Click BJ Name symbl 1 of 6 sg Customer Se Awa AMERICA Commentary Building Blocks a Icsco__ cIsco syl Si Some REITs Trade Rentfor ghtersyr NTC INTELCO High Tech Equity MSFT MICROSC PCLN PRICELINI By Christopher Edmonds Special to TheStreet com 2 2800 2 13 PM ET f PRI en does a real estate investment trust become a dot com obably never but a handful of REITs are quietly betting on e future of tech stocks by accepting equity stakes in art ups in lieu of cash rents security deposits and new nant fees for space improvements nhoncash component of rent is nothing new Private dlords have been cutting such deals for decades wever when a public REIT trades current cash flow to mble on the success of a Silicon Valley start up investors ap
76. ick a family in the family tree Do not double click 2 Click an action button This enters a line in the sieve and changes the Issue List contents Click a Sieve cell to edit its contents Delete highlighted Sieve lines using U Click the Recalculate Button to ensure that the Issue List contents are correct Loading Saving the Sieve Right click the sieve to Load or Save from the menu You may save as many sieves as disk space permits Sieve files are usually saved in the folder C FT FT4WIN SIEVES USERDEF The last Sieve viewed is restored whenever FT4Web restarts which increases start up time Click Gaar when done to prevent delay Sieve files are comma delimited text files that can be edited with a text editor or created by other programs The Issue List Aside from the general features the Issue List on this tab shows the end result of the calculations performed within the sieve The issues listed change as each sieve ac tion is performed Note Double clicking on any family in the family tree will put the family in the Issue List replacing the contents of the Issue List with the family members FT4Web Commentary Tab Commentaries are written at FastTrack and sent with update data downloads They tell about current FastTrack events and suggests methods for using FT4Web tools in current market conditions What is the Commentary Viewer Commentaries are organized in a tree structure The
77. ight click 6 14 Rr 56 RSI defined 29 Rsk 55 S S Chart 29 S Y 56 64 Index continued Saving issues not in FT DBases 20 parameter settings 17 signals 18 trades 18 SD 56 Searching for words 45 Sell Signal 18 Shift Click 6 Short term capital gains 59 ShutDown quit 10 Shutting Down 8 Sieve 32 Sig Trade 56 Sigl Button 18 Signals adding 18 clearing 18 defined 18 deleting 18 selector 18 Size 15 Snapcharts charts 39 Solid pole 10 Span of chart 14 Splitter 11 Spreadsheet Tab 43 Spreadsheets exporting to Export 47 SubTab Index 11 index 20 Issue List 11 Performance 11 Support 5 Switch to issue 17 Symbols See Ticker symbols T Tabs Commentary 33 Export 47 Family 31 Help 45 Internet 34 Tax Spreadsheet 59 Text exporting to 47 Tic marks 18 Ticker symbols 12 57 Timing 17 Titlebar 10 Toolbar chart 14 Help Tab 45 Trade Delays 17 Trades defined 18 loading 14 saving 14 Trend Following 28 Trendline creating 22 loading 14 removing 22 saving 14 Trnd 56 Tutorials 46 U Upgrade 7 User Set 15 User Settings Tab 9 V V Chart 28 W White line J and 2 Charts 17 Width lines 15 Windows menus 14 X Xor 32 Y Years 56 Yellow values 27 Z Zoom 50 li Speed Investment Brov Version 3 1 User s Manual July 2000 Copyright 2000 Web site www fasttrack net Email info fasttrack net Investors FastTrack PO Box 77577 12643 Jefferson High
78. ing MetaStock data Exist ing data is overwritten when necessary to adjust for distributions If MetaStock data does not exist for the issues then data is export starting at the Export Period date If you use FT4Web s export on an exist ing MetaStock folder of data then the entire folder will automatically be con verted to MetaStock 6 format and will not be accessible to older versions of MetaStock and older MetaStock compati ble programs Prior versions of FastTrack exported in the original MetaStock format This old format among its many faults was limit ed to 255 issues per directory The new MS format does much better and is limit ed to 2 000 issues per directory If you are limited to using the older ver sions of MetaStock then export to a MetaStock PRN file and use the MSU utility to import the data Note Old MS formats will not operate correctly as of the year 2000 as the date is carried internally in the form YYMMDD MetaStock Format PRN In addition to exporting FastTrack data via New MetaStock export type FT4Web can export an ASCII text file that is compatible with MetaStock s old MS versions MSU s data import utility and downloader New er MS versions Other programs like FundMaster can read this file format as well Contact Equis 801 265 8886 for de tails on how to use MetaStock Spreadsheet This format is for importing FastTrack data into spreadsheets The data is formatted in ASCII
79. inter with current selections in force Preview Shows a print preview of the chart with the current selections Af ter changing aspects of the printed chart click the print preview Jolx to create a new image with im FT4Web Print Preview Print Now Preview Printer Setup C User Set Chart Position and Size in Inche Height 4 46 Width Border 4 Border Paper width Color Color Text Font and Siz V Shadow Line names M Shadow Title co the current settings Setup Content s Note You MUST hit the Normal Size Color Lines Print Preview Button to see tlle Black Lines on Whit the image before it can be printed as Printer Doe Setup _ the standard a Windows Print dialog box to select a printer and to adjust ma al issue Manes Immeli the printer s settings Fage setup Use to adjust paper Zoom In Zoom Out Zoom Actual Size SIZE Margins and orientation portrait landscape Hid ome Clicking the Hide Button makes the printing dialog invisible and not on the taskbar But nothing on the print form is lost The Chart Tab is re stored to its original appearance _ 5 x clicking the X shuts down the printing dialog and restores the charts to their original condition The con tents of the print dialog will be lost I ai Clicking the minimize button hides the printing dialog It is like clicking the Hide button except that the print dial
80. ions toll free lines for daily updates and toll lines for Upgrades and Online Integrity checks T Use Proxy Server Use FTP Select this option if Internet access is ob tained through a traditional ISP like AOL or Prodigy Internet If the computer uses a standard modem connection connect to the Internet be fore clicking FTComm s connect but ton If the computer is attached to a Local Area Network or a dedicated Internet line simply click the connect button to begin the selected operation Use DOS Communications Select this option to update the data through the 800 number using FastTrack for DOS FT4DOS DOS communications updates the mutual fund database for both FT4DOS and FT4Web It does not update stock databas es FT4DOS and FT4Web share the same mutual fund database Note Selecting the DOS based communi cations uses the toll and toll free numbers depending on the option selected Normal long distance charges apply to toll calls Use Proxy Server The great majority of users do not use a proxy server Hardly anyone should check this box For more details see Online Help in the Proxy Topic Status Information Status information about the downloading scrolls in this area Progress information Above status information are two progress bars The top bar is for each file trans ferred The lower bar is for all files being transferred i e the progress of the total download Connect B
81. ly Comme S Comm Spreac Tot return adJ return Fidelity Magellan 0 1 SPS SNS FMAGX kk P Calendar Stat MDY 2868 Years 11 3 CDY 4145 CMD Sig Trade DEFAULT F Trnd DEFAULT CDF DEFAULT PARAM BOB Rr Risk adjusted return as portrayed by the white line of the J or 2 Chart Rr is always computed in the context of the last ranking done Its value is de pendent on the parameter settings for Basis for Risk Return and the period charted Generally issues with high SD values have high Rr values and vice versa for low values Sig Trade The Signal set Trade set cur rently loaded if any The name DE FAULT is assigned whenever no specif ic set has been specified SD The Standard Deviation of an issue SD is color coordinated with the line it describes SD is a measurement of risk Within FT4Web Standard Deviation is measured monthly For example when you see SD 4 0 in red this means that most of the time 8 out of 12 months the red line s gains or loses no more than 4 0 month SD varies with time FT4Web s SD is calculated day by day but adjusted to a monthly basis Thus it is possible to display monthly SD values for periods of 30 market days or less but sucha sample cannot be considered typical of long term performance FT4Web s monthly SD can be convert ed approximately to Morningstar s an nual SD by multiplying the SD value by 3 4 the squa
82. major headings are initially displayed and must be expanded to see the subordinate topics below To read a commentary double click a numbered line in the commentary tree Full text and graphics will appear in the Commentary Text Fi FastTrack 2 42 x Commentary Intemet C E IN TRILS X ajal 1 2 183 Commentaries 4700 1000 Changes in FT for the Web 2 4 Compared to 2000 MARKET OVERVIEWS 3000 BROADLY DIVERSIFIeg EQUITY FUNDS 4000 INTERNATIONAL RO TRADING defined Funds in the NEW ASIA family invest in enero Rim countries 4100 Wright Single Country Funds They invest in Hong Kong Sinapore done New Zealand and 4200 Timi ad Based International Funds other volatile regional markets They mostly donot invest more 4300 J Timing trades of Funds Specializir developed countries like Japan but Au is often included H44 erging Country Funds Defined anal x Fidelity Latin America LATIN family funde Yt N G Intemational Jurk Bonds The BONI fa This is a area of great amp change The markets in these countries 700 NEW ASIA funds What are they are heavily influenc e emergence of China a country that is 4800 05 26 1995 DOS EUROPE BUY hard for foreigner invest in directly The population is enormous The 5000 SECTOR FUNDS INCLUDING THE FIDELITY SE demand fo t televisions housing roads etc is very high With 7000 BOND TRADING STRATEGIES an importante GATT trond the world will be
83. mal size not maximized Parameters See the Parameter Appen dix Parameters include settings that govern internal averaging trading fre quency etc Trendlines See Making Trendlines later in this chapter Trades and Signals are the trading tic marks made by indicators See Making Signal Trades later in this Chapter Unadjusted close and Adjusted close This setting governs how the prices are displayed as the Dashed Pole moved over them For a discussion of price ad justment please see the Appendix Ad justed Price Worksheet Ignore Dividends When this menu item is checked charts show return without the impact of the reinvestment of dis tributions This is not true total return Period Displayed Show many standard views of the data Note the Hot Keys given for each period These are often easier to use than the menu Toolbar When checkmarked the Chart Toolbar is visible Click the menu item to select deselect Note A menu item can be selected by striking the key for the letter that is un derlined in the item Right Clicking is an Essential Skill Many first time users are surprised with their first view of FT4Web They exclaim THERE ARE NO MENUS AT THE TOP Most of us had the same impression of Win dows 95 when it replaced Windows 3 1 In 1995 Microsoft made a major design change and called for all software prod ucts to follow its lead FastTrack does that Just as you must
84. mbers averaged over days months or years to deduce likely future direction Unlike most other technical analysis soft ware FastTrack s intended purpose is NOT to optimize parameters While it is possible to optimize parameters for any indicator to provide good back tested per formance it is not easy to apply such pa rameters to the future Changing Parameters To show the Parameter dialog right click a chart label like Tot return in the upper left of the T Chart then select Parameters OR Click in the chart s center and hit U Click in the appropriate parameter box and enter a new value Click the Done button to redraw the chart using the new parameters You can also save and load parameter sets using the Load and Save buttons Parameters are specified in market days A parameter of 50 means averaging over 50 market days This is equivalent to averag ing for 10 calendar weeks In general increasing parameter values de creases switches year The optimum param eter value yields the greatest total return with an acceptable number of switches year Fal FastTrack 3 0 Indicator Setting Moving Avg Length 30 Price Short Awg Moving 4g Filter Price Long Avg MACO Slow Avg Accu rack Short MACO Fast Avg 4cculrack Long MACO Trigger Shtachastics k Relative Strength Stachastics Slow Short Avg Relative Strength Long xg RASI Skochasztics 0 Trading Delay aoe Mj amp
85. mputer must be on for this func tion to work Closing the FTComm program will cancel the timed update function Save Button Saves all changes made on this tab Clos ing the program before clicking Save will lose all changes made Cancel Button Restores the last saved values Program to run Specifies what program if any runs auto matically after a data update FTComm General Features No Automatic Redial If you lose your In ternet Connection reconnect manually Restart from Interrupt The Upgrade process may be interrupted at any point and restarted The upgrade will not resend files which were received prior to the in terrupt The upgrade will progress on each reconnection and eventually complete The upgrade must fully complete before any part of the download takes effect Do not hand decompress any files unless in structed to do so by tech support Hand decompressing creates mixed program ver sion problems These commonly cause 339 and 429 error messages Virus Scanners When the download ends FTComm shuts itself down and runs a stand alone program to complete the process Virus scanners and installation monitors like Clean Sweep installed on the com puter MUST NOT be allowed to prevent this step from replacing existing files 10 FT4Web The Chart Tab Control the charts with either mouse clicks on the objects or hot keys FT4DOS users will find most of the same hot keys work in FT4Web
86. nates a trigger The sig nals will be generated by the crossing of the slow and fast moving averages Trendlines with MACD Trendlines and MACD work well together since they measure different aspects of change direction and momentum MACD will give a SELL asa sharp uptrend fades to a modest uptrend but this is often a premature signal Also MACD will whipsaw even while an uptrend follows a steady course Note The example shows an unbroken 20 annualized return uptrend in 1999 while MACD whip saws fi FastTrack 3 0 Charts ot return ad return H3138 1553 Performance Values The highlighted values measure change in the yellow indicator bars This is not the return of the trading The green 2 Chart values show the between the poles perfor mance for the Feb Aug period a 21 loss The loss illustrates the folly of us ing a momentum indicator without confir mation Biel x Family Comments T Intemet Communic Spreads hi Hep Export 02 01 1999 08 10 1999 52 i CDY 199 Apay dan Jal Aug Sep Oct Har Dec Joe Feb Aer Ape Haydan dul Aug Sep Oct Har Dec 1555 1216199 Chart Tab Price Chart P The Price Chart shows moving average as it is most commonly seen The red unav eraged line can be seen crossing above and below purple and yellow average lines DISCLAIMER NO TECHNICAL INDICATOR ASSURES PROFITS AS MARKET CONDITIONS CHANGE THE INTERPRETATION AND USE OF THE INDICATOR M
87. ne pole is show ing the starting date changes to the po sition of the Dashed Pole If two poles are showing the chart date range will change to the range between poles Pole Moving with Only Keystrokes Move the Dashed Pole Place and remove the Solid Pole Moves to the earliest date dis played g Moves to the latest date dis played s Moves left to the next signal in the lowest indicator 0 Moves right to the next signal in the lowest indicator Pole Moving with Keys and Mouse Mouse movement Moves the Dashed Pole Mouse movement Freezes on the red line s lowest adjusted price in the range over which the mouse moves f S Mouse movement Freezes on the red line s highest adjusted price in the range over which the mouse moves Note There may be several highest lowest price days that have the same price The pole shifts when it moves over a price that is equal to the prior highest lowest price Appendix Performance Value Abbreviations These values measure the performance of lines in the chart The values are color co ordinated with the lines they measure If there is no Solid Pole the performance is between the Dashed Pole and the right end of the chart If there is a Solid Pole then performance is measured between the Dashed and Solid Pole Abbreviations found under the chart labels are Buy and Hold values for the whole pe riod displayed regardless o
88. night be wary REIT investors should be cash flow driven says Security Capital portfolio manager Ken Statz We are SEARCH THE SITE ery suspicious of those who would give up cash flow today O the potential home run S9 fs m d H Building amp Tech Real Est 2 11 00 Real Time Delayed Snapshot Charts Right click in the center of the browser on the Internet Tab and choose the Charts Family snapshots menu item The stocks and funds in the Issue List will be displayed as small images showing current market activity The stock charts are delayed from 15 20 minutes The fund charts show the most recent 4 days Why Use This FT4Web this Way FT4Web is the fastest quickest way to see your portfolio during the trading day You can also load all the stocks ina sector and view the breadth of a move If all charts are up for the day then the move is strong and likely to continue Instead of directly selecting issues from the Issue List click on any of the Snapshots to bring up the Available Links page for the issue Load any Family into the Issue List FastTrack will attempt to draw charts for 5 letter ticker symbols ending in X mutu al funds Therefore you may use this fea ture with lists that include a mix of stocks and funds ca FastTrack 2 5 Internet Communicate Spreadsheet http fkansas valuecick com redirectthast hs0 102662 amp b Familyrt 18v _ ealTime Delayed Stock
89. oft Viagra Glucotrol SL and Zyrtec Pfizer s better known over the counter brands in the United States are Visine Bengay Cortizone RID Urusom Desitin Bain de Soleil Plax and Barbasol Pfizer s Animal Health products include Dectomax Rumadyl Anipryl T erramyein LA 200 BPanminth Nemex Valbazen Paratect Comstac Aviax and Mecadox Financial Summary Phizer develops manufactures and sells technology intensive products in three segments Health Care includes pharmaceuticals bone and joint devices and will always take you to the right page The way you use FT4Web re mains constant while the Internet itself shifts changes and weaves 42 FT4Web Communicate Tab The Communicate Tab is virtually identi cal to the FTComm program provided as a stand alone downloader See the first chapter of this manual for details The communications program file FTCOMINTEGRATED OCX is integrated into FT4Web and may be integrated into other applications as well Programmer documentation may be found in the C FT FT4WIN FTDeveloper folder on your computer Why a Communicate Tab This is a convenience Rather than having to close FT4Web and open up FTComm to do a data update use this Tab for data up dates When to use the Communicate Tab When you are running FT4Web it is quick to use any of the Communicate Tabs s features If you have not started the charting pro gram use FTComm instead FTComm is smaller and
90. og is visible on the Task bar oom In oom Out Zoom Actual Size Increase and decrease preview image size Zooming DOES NOT affect the printed image Zoom Actual Size most closely matches the size of the final printout All printers print at higher resolutions than video displays can reproduce The printed image will be less blocky than on the screen Look Tab This tab contains controls for changing the look of the printed pages including back ground position size and color of the printed chart Chart Appearance Color Lines Black Lines on White Switches between printing a color or black and white chart Max Size Normal Size Max Size adjusts the chart to fill as much of the page as possible Normal Size prints factory set default size User Set Uses the measurements given in the Chart Position and Size Chart Position and Size Border Width Adjusts the thickness of the frame printed around a chart The measure ments are in inches Border Color Controls the color of the chart frame Height Width Defines the chart size in inches To con trol page margins etc click the Page Setup button 51 Paper Color Changes the color of the page on which the chart is printed Changing the paper color has no effect when printing on a black and white printer Chart Color Temporari caine re aang Look Quality Content ground of the chart for i L Guality Content printing purposes
91. oks like m l then Windows 06 01 1999 11 19 1999 viewing mode is normal and Chart Size settings will be available not grayed out Small sets 640 x 480 pixels This is the original maximum of the first 1981 VGA displays Normal size occupies 90 of the screen area Large takes up the whole screen User Set is any other measurement Re size the screen by dragging the edges of the form automatically selects User Set The new width height will be shown or type the dimensions in pixels that you want ReBalance Daily cy Weekly C z i C Monthly Quarterly Annually Never Total retum Accul rack nonRed Line 1 Width T Chart s Red Line 2 Width r Chart Bact cay und moving Avg E Relative stren C Value Stochastics J Adiusted 2 Adjusted Change bo All bo Chart Size Small Lane User Set s Width 627 Height 451 Misc Settings IM Plot Log Scale M Show Dividend Info 15 Chart Select The six zones of the chart may contain a combination of charts and technical indi cators The example above showing TTTRRR means that the Total return chart and the Relative Performance chart will each occupy three zones three T s and three R s The resulting chart will visually be divided into two large charting areas Line Width This setting selects the charted line widths Narrow lines look dull and faded Wider lines look crisp and attra
92. olbar GATEK Gatewa R Charts Fundamentals E Displays previously viewed page Real tme 15 minute delayed wading charts Daily updated fundamental i available 24 hoursiday Use these toset the information Check your tacitocnal Displays the next page range for limit order market information sources before VOLE trading HE EMR Gr A Shows the Available Links page for MB iiinute Chart1 Day PIT Overview O00 nt the current symbol BM iinu Chart s Days BE corning Lae Daily Charb i year Performance figures Reloads refreshes the current page BB Weekly Chart 2 years WM insider Trading EE News Monthly Chart 5Y Stops the current page load a EE MB istiinute Candlestides sdays Quotes and Option Chains J 1S Message Board Opinions from Ee Prints the visible pags individuals sge afically about the issue am 1Smin delayed quote Be wary of these opinions peng COpten Chains Shows all pages loaded during the NASDO After Hours Trading Hs Current browsing session and allows E Guotes you to display a previous page Takes the ticker symbols from the tp visible page and loads them into the Issue List You can select a block of Available Links Page text drag over the text before click Choosing What You Want to See Web information is supplied by a variety ing this button to limit the extraction Click 4 to produce the Available Links of information services not FastTrack the highlighted issues page This page is creat
93. on assumes that all assets are switched at the tic Tics are color coordinated with the line that is bought at the point that the tic appears The 2 Chart The 2 Chart operates like the J Chart except that the composite is made from the red line and an unseen issue known as the 2MM issue which is set in the Parameter dialog The segments of the composite line that come from the 2MM line are green to col or coordinate with the signal tics Why use these Charts The Adjusted return charts make it easy to review the success of a trading strategy When used with funds and a single day de lay the charts show exactly what a real in vestor would make The J Chart is used in selection strategies in which the assets stay fully invested in the lines visible on the T Chart The 2 Chart is commonly used in market timing When the 2MM is set to a money market fund like VMFXX then the green segments show the periods out of the mar ket i e in money market BFSRBK Fidelity Sel Ba CP 9 988 BP 674 98 26 164 gt Ann 19 82 The J Chart s composite multicolor line seg ments show which line is providing the return fA FastTrack 2 59 of x Charts Family Commenl Internet Communi Spreads ot return ad2 return 2 Chart Calendar Stat MDY 1719 Years 6 81 CDY 2486 CMD 1181 ANRA FNM ar The green segments of the composite are NOT from the green line visible on the T Ch
94. oring small cap In the later years AccuTrack is mostly above the center favoring large cap Norte THE TRENDS DRAWN ON THE R CHART CANNOT BE DRAWN WITH FT4WeEsp 3 0 iF FastTrack 3 0 Tot return 13393 1954 1955 1956 1957 1558 1218193 24 Using AccuTrack AccuTrack is ideal for trading between sec tor funds members of the SECTOREO family of sector mutual funds These funds often move in different directions for trad able periods a few weeks to a few years AccuTrack has to be used carefully with highly volatile issues Volatility can pro duce too many unproductive trades To reduce the number of unproductive trades Trade mutual funds Funds are essen tially stocks averages reducing volatili ty compared to a single stock Fund trends are longer and easier to follow than stock trends Trade between two different sector stocks using averages of several stocks in each sector Watch out for unexpected fundamen tals Increase the Trade Delay in the Parame ters Dialog Signals that are contradict ed before they are executed are ignored In other words a buy signal would be negated by a sell signal the next day This is a particularly useful technique when trading between stocks While AccuTrack is most often used to trade between dissimilar issues it can also be used to trade between similar issues in a contrary fashion How AccuTrack is Drawn When AccuTrack is
95. positive and rising bars increasing in height above zero with time the red line is showing more strength than the green line and is likely to continue to do so for some time The con verse applies when AccuTrack is negative and falling There are times when AccuTrack is neu tral These periods have no bars General ly you neither buy nor sell in neutral peri ods AccuTrack Shows Relative Performance AccuTrack shows the relative performance of the red and green lines This means AccuTrack can be negative when other indica tors are positive This can oc cur when the red line is gain ing value but not performing as well as the green line fd FastTrack 2 5 Charts The Red Green Tic These mark the days on which the AccuTrack says TRADE You see the tic on your computer screen at the extreme rightmost position of the indicator on the day that the signal occurs highlighted in yellow in the example The tic color tells which issue should be bought Accutrack 941488 89 1990 1991 Classic FastTrack In the beginning FastTrack strategies were entirely composed to trading be tween pairs of the Fidelity Select funds This has continued to work well through the first 10 years of application and will likely do well in the future Trading between FSELX and FBIOX as shown below was among several suggest ed pairs The trading strategy has sus tained in excess of 40 year gain since first published Simple strate
96. re copied Paste Takes the ticker symbol out of the Windows Clipboard and pastes it into the cell If the clipboard contains multiple ticker symbols separated by commas then the issues are averaged Make FNU While most of FastTrack s data is in the various databases offered data can be added and maintained through the use of FNU files which are fully de scribed in the Export Tab Chapter Color Change cell amp associated line color Don t change colors if you don t have to The standard colors are the best for the vast majority of video displays Documentation assumes that the lines are standard colors Regardless of the new color when changing an issue using keystrokes the letters R G Y P C and B must be used The Appearance Dialog has a Reset buttons to restore standard colors Rename You may change the information displayed in the cell without changing the line itself This is temporary The feature is of value for those printing presenta tions AVG Components The Pop List appears listing the issues that make up the AVG See Chart Tab Issue Lists for details Integrated with the Internet Tab Browser Drag and drop a ColorBar cell to the Inter net Tab to display the current browser page for the issue dragged This works re gardless of the Tab currently displayed Chart Tab Changing Parameters Parameters control how trading signals are computed Technical analysis uses the raw nu
97. re root of 12 SD is extremely sensitive to period measured FT4Web performance values measure the period on screen It is vir tually impossible to determine the EX ACT start or end for others calcula tions S Y The number of BUY signals year annualized for the period of the chart Tr The total return of the fund during the period that a BUY signal is in ef fect Does not include any return from money market or the green line Distri butions are treated as reinvested if the distribution occurs when in a BUY Trnd The Trendline set currently open if any Trendlines can be saved and then loaded to apply to any issues not just those on which they were created Years The number of years between poles Appendix Ticker Symbols and Averaging Typically ticker symbols are defined by the stock exchanges and appear in The Wall Street Journal If a symbol is in TWSJ FastTrack uses it Market indices often do not have stan dard symbols Check FastTrack s INDEX FAM for the index symbols used within FastTrack There are several other FastTrack defined forms of symbols that can be used just like exchanged defined symbols These are discussed in the following sections Percentage Annual Return Enter 10 12 etc as a symbol The percent character tips off FT4Web to display a line of constant rate of return On FT4Web s Log charts this line will ap pear as a straight line FNU Files FNU fil
98. right click on objects on your Windows Desktop to see their prop erties menus you must right click on a FT4Web object to see the menus that con trol the functions settings contents and appearance FT4Web has 147 Menu Selections For most software 147 is a very large num ber of menu selections but FastTrack us ers don t have to deal with them all at once A right click on an object pops up a subset of the menus specific to the item being right clicked Appearance Dialog Most Appearance Dialog settings are self explanatory Only the more difficult set tings are discussed in this section Trendlines Only precision trendlines are available in FT4Web 3 0 other trendlines types will be defined and implemented in later ver sions You may vary the Trend Width Each line will retain the width it was orig inally drawn Delete then redraw a trendline to change its width Set Chart Dates Change the period by typing start end dates Rebalancing AVG Strategy See the Appendix Ticker coe es Symbols and Averaging ee C Chicky Chart Background R l Trend Width Clicking the Change button G displays a color dialog for x selecting the background color The default black col or is preferred by most C r Set Charting Dates Starting Date The Reset button changes all colors not just background to FT4Web preset colors Changing Chart Size Ending Date If the upper left corner of the FT4Web wi window lo
99. rs FastTrack reserves the right to support only one We pride ourselves on the quality of our technical support If you find you are hav ing to call back more than twice about the same problem please ask that your call be escalated to technical management THE INTERNET TAB PROVIDES FT4WEpB S MOST POWERFUL FEATURES READ THAT CHAPTER IF NOTHING ELSE Windows Basics Windows Screens are Filled with Objects Objects A scary computer jockey term meaning something you see on the screen For example the Windows 95 98 2000 NT Desktop is a big object It contains smaller objects icons for your favorite programs the taskbar and the Start Button FT4Web is a Big Object FT4Web contains objects Tabs Chart La bels Date Labels ColorBar cells and many more diverse objects Window 95 98 2000 NT Menu style FT4Web does have menus Right click any object to see its menu FT4Web does NOT use the antique Windows 3 1 style menus Also FT4Web is NOT document oriented like word processors spreadsheets and graphic programs Hence the File Open Close Edit Save menu items used by these popular applications do not apply Mouse Clicking on Objects The following is standard Windows stuff not unique to FT4Web Click means click the left mouse button once Clicking an already selected object dese lects it Clicking any object deselects all other ob jects that have already been selected Clicking select
100. s O S z ALL INC All income oriented Funds Objectives 2 ALL INT Invests in securities of monUS countrie 2 ALL MI Holds a mix of more than 30 stocks 4 L ALL OTH Sri E Assorted la H Bond Catege Delete Buying Late oR Brokerag Copy H Manager E Fundament H Objective Category 3 A Various Indexes Category 14 Stock Category r B Personal Categoryl13 Family Tree Print visible Families FsEAx Fidelity Southeast Asia 351 FGERS Fidelity Germany 346 FRANX Fidelity France 345 FIEU Fidelity Europes301 FECA Fidelit Europe Cap 4pprrs41 J FEMEN Fidelity Emerging Markets 322 J FDI Fidelity Diversified Int l 325 EICO Fidelity Canadasso9 FPBES Fidelity Pacific Basin 302 S FOsSes Fidelity Overseas to4 J lFNORX Fidelity Nordic 342 FMI Fidelity Mew Markets Incomes FLAT Fidelity Latin Americal 343 EPN Fidelity Japan 350 eo uE _ p 32 Right Clicking the Tree Delete menu item The single high lighted Personal family will be deleted Or click on the family and then hit U Print Visible Families menu item The families that have been expanded into view will be printed Copy menu Item The issues in the cur rently highlighted family are copied to the clipboard in comma delimited text format These can be pasted to a word processor spreadsheet a ColorBar cell producing an average or an Issue List Drag and Drop Click hold and
101. s drawn at 30 for RSI and 20 for Stochastics Parameters RSI has a single parameter Wilder recom mended 14 days as a parameter Some books on the subject have suggested that a 22 day parameter may be more accurate Martin Pring suggests a 9 day RSI for very short movements FastTrack testing suggests Stochastic pa rameters of 14 4 5 are broadly applicable When should I use RSI RSI is a good sensor of tops and bottoms The I Indicator s yellow line frequently tops and bottoms before the actual top bottom of the red line RSI can give signals before price direction changes RSI s major weak ness is that signals may be too early they are seldom late Use RSI with trendlines to time issues that spurt and then stall for example technology issues When should I use Stochastics Stochastics finds entry and exit points Vir tually good tradable moves will begin when the yellow line of the S Indicator moves into the overbought or oversold zone Interpretation In the example to the left using Fidelity Select Electronics Point 1 BUY RSI moved into near oversold after crack ing oversold a month earlier remem ber RSI extremes are often early Stochas tics moved all the way to the bottom indi cating strong potential for a good upturn The downtrend broke confirming the RSI and Stochastic Point 2 Sell RSI had topped twice A downtrend across I Chart tops while the T Chart red line continues rising
102. s a window for selecting information to include on the Spread sheet Double clicking a column in the list will add it to the spreadsheet For a detailed discussion of the column values See FT4Web s Online Help Compute The values for all fields on the Spreadsheet are recomputed Compute to fill columns that have been added Del Col Be sure that the mouse pointer is in the column header top row of the column to be deleted when you click the right mouse button Even if the mouse is moved after right clicking the column that was right clicked will be deleted Print screen The image currently displayed is printed Print Issue List Prints all members in the list rather than just the ones displayed on the screen The font size printed is the font size displayed To get more ona page reduce the font size Renumber Renumbers the leftmost col umn After sorting the name column for example the original sequence numbers will be out of order To restore the orig inal sequence left click renumber to or der numbers to the new sequence Full Spreadsheet FT4Web saves the cur rent version of the spreadsheet as a CSV file and loads it into Excel or any other program you have chosen for CSV files Sorting Click in the column header at the top of a column to sort Clicking a second time will reverse the order of the ranking as cending descending Saving the Spreadsheet Use the Save Family as item to save a spread
103. s an object telling the com puter to direct subsequent actions like keystrokes to that object Most objects change appearance when selected dese lected For example clicking a cell in the Col orBar turns the cell background black showing that it is selected Subsequent key strokes like BM are di rected to that cell Shift Click means hold down the and click the mouse once This selects a range of objects Start the range by clicking any given object and end the range by clicking another object The start end and in between objects will be selected Control click means hold down and click once This selects deselects an ob ject without affecting other objects al ready selected Double click means click the left mouse button twice quickly Double clicking selects an object and causes that object to take an action Click Hold Wait Drag Drop means click the left mouse button Hold it down Wait don t move the mouse till the appears Move the mouse to another object Drag and release the button Drop Holding down eliminates the wait during this process Right click means click the right mouse button once Right clicking displays menus Right clicking on the FT4Web chart lets you change the period col ors fonts print etc q places the image of the current active window in the Windows Clip board From there the image may be pasted into Powerpoint or other pre
104. senta tion packages Right Clicking Controls FT4Web s basic functions YOU WILL FEEL HELPLESS IF YOU NEVER RIGHT CLICK FTComm Communications gt fr Charting Aanking 4nalysis FT Comm OFT for DOS Run FTComm from 4 Start This communication package connects with FastTrack s FTP servers to do all communication functions FTComm offers Internet access via an ISP or LAN con nection for FT operations daily up dates AND upgrades Restart from point of interrupt when doing Version Upgrades Online Integrity Checking Installation of FastTrack for DOS and FT4Web components A subset of FTComm runs from within the FT4Web Communications Tab FTComm Download Tab What Do You Want to Do What do wou want to do f Data update Upgrade Versions Online Integrity Check Install FTComm 2 72 Iof x DownLoad Apply to Database User Settings Proxy Settings FastTrack Integrated Communications What do you want to do What to Upgrade Data update l Upgrade Versions F C Online Integrity Check Install T Aweh Choose the Link Use FTP through the Internet with your own ISP Use FT DOS based communications toll free lines for daily updates and toll lines for Upgrades and Online Integrity checks Use Proxy Server Bytas Second Status Information Data Update Gets the latest data for the FastTrack databases Upgrade Ver
105. sheet as a CSV A CSV file saves the contents of all columns including contents of the USERDEF column that you hand en ter A spreadsheet may be saved as a fami ly but this stores only ticker symbols Hj FastTrack 3 0 Name From f GainFro T FSESx Fidelity Sel Energy Servicej043 pau 24 69 0026 5 2 epwR COMPUWARE CORP paul 21 19 0003 0 Spreadsheet Columns OLX au AA pau 56 03 loo0 0 Beta compared to t Change in dollars Cor Correlation with t CP Last Closing Price Market days betwee The Closing Price GainFromBo Percent gain fro Income Dividends paid in LT CG Long Term Capital MaxDraw Maximum Draw Down MaxDrawND Maximum Draw Down MonthlyP End of month adju sHow in Browser Show pop list Fiz Cop P te Select all save Family save family as QuarterlyP End of quarter ad Load family WeeklyP End of week adjus Print issue list MonthlyR End of month retu savE as QuarterlyR End of quarter re ee WeeklyR End of week retur Name Issue Name Clear list Misc types of dis Obj Fund Investment 0 The return betwee sD Standard Deviatio Stock dividend re Short Term Capita Issue Symbol Total Distributio ear LJ WU Ta delete Issue Renumber add Col del col compule Full spreadsheet Resizing Columns To change the width look for the by splitter when
106. sifications Components of Indices Stocks that are part of the Dow 30 S amp P 500 etc For a complete listing and discussion of available mutual fund families see com mentary 1200 1201 1202 Why Use Families It is difficult to compare a growth fund stock to a utility fund stock but it is easy to compare against one of its objective peers Many FT4Web selection processes are limited to processing a family not the entire database Personal Families Personal families may be created deleted and changed by the user FastTrack s pre defined families may not be changed or deleted However you may create a Per sonal family that duplicates a FT defined family and change that as you like Load a Family into the Issue List Type a family name into the Entry Box then Or double click the family 31 Load a Family in another Tab Drag and drop a member of the family tree on to the desired Tab For example to load a family into the Spreadsheet drag it to the Spreadsheet Tab highlighted in yel low You cannot drag a Category line from the Family Tree to a Tab HF il ype Family name above then Enters to load a family OR FIDELITY Type a symbol ticker then click the spyglases to list only the families containing it ES SeMutual Fund Categoryt 7 SLL Categoryt6 ALL A Family of everything in the FT database Sauces ALL INT Fort Save Sieve ALL EQ All primarily US assets Equity Fund
107. sions Gets the latest pro gram revisions If an upgrade fails for any reason restarts resume from the point of interrupt Previously received files are not retransmitted Online Integrity Check If one of the databases becomes corrupted for any rea son FastTrack will restore it at no charge Online Integrity Check keeps the Fast Track databases byte for byte bit for bit identical to FastTrack s master database Install Installs FastTrack for DOS FT4Web and the databases If your database has be come corrupted reinstalling will replace it What to Upgrade Be selective about up grades If all the boxes are checked an up What to Upgrade PH FT for DOS Everything grade can take hours FT 4w eb Everything but Most users will check Le FT4Web everything E Root Programs web but tutorials py ETs Families Comments P FT 4WebT utorials Pe FT4web Help Pe FT Corr Only Help Button This button starts a stand alone version of FT4Web s Help The first page displayed is about commu nications but the help covers all help top ics in FastTrack This freestanding help window can be seen while FTComm or FT4Web is running Data Updates are available 24 hours a day 7 days week Updates posted by 7 30 PM Eastern on market days 8 FTComm Communications Continued Choose the Link Choose the Link Use FTP through the Internet with your own ISP Use FT DOS based communicat
108. slope eee E The Trend Label Ann Charts Family Commer Intemet Commur Spreads SAS You can drag drop the Ann label aay anywhere on the chart The label text color font and size can be changed by right clicking Text changes are saved with the trendlines but not font size and colors When the red line changes to a different issue the trendline will be redrawn still touching points 2 and 3 There is no guarantee that the trendline will be ap propriate for the new issue ANN 22 TAG 7 Step by Step Ann 12 12 Click on the Trend button on Chart Tool bar For the next four steps hold down Trendline Width Once a trendline is drawn it retains its original width as defined by the Appearance Dialog The width can not be modified except by deleting and re drawing the line 1 Hold down then move to the starting date for the trendline and click J188 1990 19591 7992 1993 1994 171995 1996 1957 1213499 2 Move the pole to a high or low point on the red line that the trendline E Chart Tab Relative Performance R and AccuTrack A These charts measure relative perfor mance between the red and green lines The R Chart shows performance trends more clearly than AccuTrack the A Indi cator but AccuTrack generates trading signals that often improve profits R Chart Small Cap vs Large Cap VFINX is the consummate
109. splays the next page in the browser history Loads the Help Center page This is the entry point into all the help files Clicking the printer button prints the currently loaded help page Clicking the spyglass button displays the Help Search Toolbar Shows a list of pages previously viewed Click on an entry in the list to display a previous page Clicking the apple button lists all available Tutorials 46 FT4Web Help Tab continued The Help Search Toolbar lt 5 3 Search For Type text then in this box All FT4Web help files will be searched for references This displays a page of links Click on the links to see the pages found Search for gt a Clicking the left arrow displays the previous page Click several times to get back to the regular Help Tool bar EE Moves the page shown in the dis play area to the text matching the search string amp Clicking the printer button prints the currently loaded help page Search for a word For example laccutrack Use all lowercase for the word to be searched Use the singular parts of words chart not charts The search finds parts of words as well as whole words Use a part of the word when you are unsure about spelling Search for two words For example using conjunctions accutrack AND signal accutrack OR signal The AND OR conjunctions must be uppercase as shown e When AND is used the words on
110. t 27 printing 50 Purple values 27 Relative Performance 23 RSI Indicator 29 S Chart 29 saving 14 Size 15 61 Stochastics 29 Tabs 10 Toolbar 14 Tools toolbar 13 TrendLines 22 V chart 28 Yellow values 27 Zones 10 Chart Tab 10 Charts family snapshots 39 intraday 40 real time 39 volume 40 Clear Button 8 Click 6 Clicking 6 CMD 55 ColorBar 11 keystrokes 53 Comma delimited exporting to 47 Commentary buttons 33 entry box 33 text 33 tree 33 Commentary Tab 33 Communications DOS 8 Connect Button 8 Content Tab 51 Control click 6 Copyright 1 Cor 55 62 Index continued Correlation 17 CP 55 CSV files 20 36 D Dashed pole 10 Database exporting to 47 Date Format 47 keystrokes to change range 53 Dates setting chart beginning end 14 DEFAULT PRM 17 DEFAULT SIG 18 Dialogs parameters 16 Directory of FT4Web CD 9 Distributions 59 ignore 14 DOS 5 Double click 6 Dragging 12 E Earnings 41 Excel exporting to 47 Exiting FT4Web 17 Exponential averages 27 Export Tab 47 AutoExport 49 comma delimited text 48 date Format 47 date range 47 fixed length text 48 MetaStock formats 48 period 47 spreadsheet CSV text 49 F Families averages 57 button 36 creating 21 32 defined 31 from the Web 36 loading 19 31 saving 19 Sieve 31 32 snapshot charts 39 Tree 31 why use 31 Family Tab 31 button 32 button 32 button 32 AND button 32 Clear button 32 Xor button 32 FastTrack for DOS 8
111. t has begun to falter relative to its objective average Stock Strategy Stocks generally make major trend chang es when the AVG of many stocks in the same sector make a trend change Sell a toppy stock when its sector average is in a downtrend Buy stocks with good fun damentals when their sector is upturning Check the news and research opinions Are there unique factors that affect a par ticular stock that would cause it to move differently than its average Sensible Averaging The average of any three or more broad US growth value or blend funds looks just like the S amp P 500 The average of any ten ran domly picked large cap stocks looks just like the S amp P 500 The average of everything mixed together look much like the S amp P 500 What every investor really needs is a truly diversified portfolio invested on groups as assets that do not look just like the S amp P 500 The portfolio needs to be overweighted in the sectors that are currently upturning and underweighted in sectors that are out of fa vor Use FT4Web s modeling to follow these strategies Appendix Tax Spreadsheet The Tax Spreadsheet is an add on program available for an addi tional fee FT4Web will create a spread sheet for any issue in the data base that shows long term capital gains short term capital gains dividends earned reinvestment of distributions splits distributions of shares in other companies average
112. ue is lower than 0 then the V chart has yellow bars below the center When the yellow values is higher than the 0 then the bars are above the centerline Coordination with the P Chart The V and P charts produce the same sig nals in cases 2 and 3 above Signals gen erated by the P and V Chart should be identical and the resulting Mr Ra Rsk etc performance values should be the same Moving averages tell what s going up and what s going down Don t use a moving aver age when the red line is going sideways Chart Tab RSI I amp Stochastics S RSI and Stochastics are trading range indi cator RSI measures momentum while Sto chastics measures direction These signals should be confirmed using trendlines DISCLAIMER NO TECHNICAL INDICATOR ASSURES PROFITS AS MARKET CONDITIONS CHANGE INTER PRETATION OF THE INDICATOR MUST CHANGE What are RSI and Stochastics RSI was developed by Wells Wilder and also popularly known as the Relative Strength Index FastTrack does not use that term to avoid confusion with FastTrack s Relative Performance R Chart Stochastics was created by George Lane FastTrack uses a form of Double Smoothed Stochastics defined in a 1993 article in TASC magazine The I and S charts are unaffected by other T Chart lines Both move in a range of 1 to 100 The upper white dashed overbought line is at 70 for RSI and 80 for Stochastics The lower white dashed oversold line i
113. utton Click after all other options have been se lected Interrupt Button Clicking will interrupt but may seem to hang at that point Wait at least a minute before taking more drastic measures like rebooting Clear Button Clears the status information Shutting Down FTComm Click the X in the upper right hand corner of the window FTComm Apply to Database Tab This tab pops up automatically when the FastTrack databases are being updated There are no options or controls on this tab it only shows status information FTComm Proxy Settings Tab Most FastTrackers do not need a Proxy Server However FTComm will communi cate through a proxy server For more in formation on setting FT4Web s proxy set tings See the Online Help Proxy Topic Cable modems are outstanding with all of FastTrack s Communication and Internet features FastTrack Downloader 3 0 OF DownLoad Appl to Database User Settings Proxy Settings FastTrack Account Information M Timed Update Seat ie Password Do Timed Update Cancel Update 01010 Owe l Do a timed Update at i 00 pm Paths DBaze evr FTRACKSE DAT Browse DBase 2 esr FTSTCK46 DAT Browse DBase 3 Browse IY Aun program after Updating r Program to run i FT for the Web C FT for BOS Other Directory of FT For The web CD if ir c kd li you make any
114. uying Categoryi2 7 4 Fundamental Categoryi67 Objective Category 3 e ous Indexes Category 1 Stock egori 4A begorytS 4 As orbed Category 5 Re Components of Indices Category 20 sh Fundamental Categoryt 44 eae Category 130 Objective Category 8 Sector Cabegory 10 5 Personal Category 13 IFSFNU Fidelity and Schwab FMU Funds IFSFMUPI Fidelity and Schwab NTF Fund z FAMCNS Family created including sprs 7 BEST NLF module MY MLF UI T 8 9 DEFAULT List on Chart Tab when FT4WI PML E arm The FMI Files in C iFT Z H aL Family Name Family Description Get Met List extracted from a web page _ Load Fam Famn are Cancel Cancel The members in the Issue List that was right clicked to show the Family Loader 19 Saver will be loaded replacing the prior contents of the Issue List Load a Family the Quick Way 1 Click on the Chart 2 Hit M 3 Type a family name to be load ed You must already know the name Using the Saver Use saVe family as when creating new families Use saVe family to replace an existing personal family Before saving a family enter a suitable description in Family Description box Next Click an existing family The members in the Issue List that was right clicked to show the Family Loader Saver will be saved replacing the prior contents of the family OR Type the family name in the box and hit
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