1. Introduction
2. Data
Manager Button
The table shows the symbols of which the database contains OHLC quotes. The database is stored in file cgbase.dat under the directory .config/ChartGeany in user's home folder. The user may back up this file periodically and restore it as needed, or reuse it after future installations. Along with the quotes, cgbase.dat contains the Product Activation Key, as well as user's preferences.
Each symbol entry in the table contains eight
columns: "Symbol", "Name", "Market", "Feed", "Starts", "Ends",
"Curr." and "Adj.".
"Symbol" is the symbol of the instrument in the
data feed. If the quotes were loaded from a CSV file, the
symbol may have been retrieved from the file. If the format of
the CSV file does not contain symbol information, the symbol
is what the user typed in field "Symbol" during the CSV import
process.
"Name" is the full name of the corresponding
symbol, as it is reported by the data feed, or retrieved from
a CSV file, or typed by the user in field "Name" during the
CSV import process.
"Market" is the market the symbol is traded, as it is reported by the data feed, or retrieved from a CSV file, or typed by the user in field "Name" during the CSV import process.
"Feed" is the name of the data feed, or "CSV" if
the quotes of the symbol were retrieved from a CSV or XLS
file.
"Starts" and "Ends" are the dates of the first
and the last quote.
"Curr." is the currency the instrument is
traded. This information is defined by the user during the
download or the CSV import process . Default is USD.
Below the symbol table, there is a combo box. This combo box limits the symbol list according to the first letter of the symbol.
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2a. Open
Chart ButtonOpen Chart Button opens a chart in a new tab for the selected symbol. Multiple charts can be selected with just one click on Open Chart Button, if multiple symbols have been selected. Alternatively, a chart opens with a double click on the symbol. Many chart instances of the same symbol can be opened.
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2b. Download Data
ButtonDownload Data Button open the Download Manager. Download Manager appears like the screen below:
"Data feed" combo-box lists the available data
feeds and shows the current active data feed.
"Symbol" is the symbol the user wishes to download quotes.
"Check" button helps the user to check if the requested symbol is an existing one. Its use is optional. Download Manager always checks for symbol existence before download. If the symbol does not exist in the data feed, Download Manager reports "Symbol not found" or "Network timeout".
If there is available a symbol list for the data feed, "Check" button changes to "List". The user can select from the provided list the symbol he wishes to download the quotes.
"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before download, otherwise the default (USD) is used and this will appear in Data Manager.
"OK" button orders the Download Manager to check the data feed for symbol existence and download the quotes if the symbol exists.
"Symbol" is the symbol the user wishes to download quotes.
"Check" button helps the user to check if the requested symbol is an existing one. Its use is optional. Download Manager always checks for symbol existence before download. If the symbol does not exist in the data feed, Download Manager reports "Symbol not found" or "Network timeout".
If there is available a symbol list for the data feed, "Check" button changes to "List". The user can select from the provided list the symbol he wishes to download the quotes.
"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before download, otherwise the default (USD) is used and this will appear in Data Manager.
"OK" button orders the Download Manager to check the data feed for symbol existence and download the quotes if the symbol exists.
"Cancel" button closes the Download Manager.
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2c. Import CSV/XLS
ButtonImport CSV/XLS Button opens the Quote Importer. Quote Importer appears like the screen below:
"Import File" is the full path of the file
the user wishes to import. The Folder Button on the right
will display a File Chooser Dialog.
"Format" combo-box lists the supported formats and shows the current.
"Symbol" is the symbol the user wishes to import quotes from the file. It must be completed by the user.
"Name" is the full name of the symbol. It must be completed by the user.
"Market" is the market the symbol is traded and must be completed by the user.
"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before import, otherwise the default (USD) is used and this will appear in Data Manager.
"Remember file path and format for future updates" check box will inform the Quote Importer to store the full path and the format of the file in the quotes database. Using the Update Button, the user can update the quotes of the symbol from the system's local storage.
Standard CSV has the following format:
Symbol,Date,Open,High,Low,Close,Volume
and must appear as below:
GE,02-Jan-2012,17.91,17.91,17.91,17.91,0
GE,03-Jan-2012,18.27,18.5,18.23,18.36,58713100
GE,04-Jan-2012,18.31,18.6,18.28,18.56,42756800
GE,05-Jan-2012,18.46,18.6,18.29,18.55,45819100
Symbol column is required but ignored.
Microsoft Excel 1997-2003 (xls) files can be imported, if their structure is like the screen below:
"Format" combo-box lists the supported formats and shows the current.
"Symbol" is the symbol the user wishes to import quotes from the file. It must be completed by the user.
"Name" is the full name of the symbol. It must be completed by the user.
"Market" is the market the symbol is traded and must be completed by the user.
"Currency" combo-box lists the supported currencies and shows the currency the symbol is traded. The user must select the correct currency before import, otherwise the default (USD) is used and this will appear in Data Manager.
"Remember file path and format for future updates" check box will inform the Quote Importer to store the full path and the format of the file in the quotes database. Using the Update Button, the user can update the quotes of the symbol from the system's local storage.
Standard CSV has the following format:
Symbol,Date,Open,High,Low,Close,Volume
and must appear as below:
GE,02-Jan-2012,17.91,17.91,17.91,17.91,0
GE,03-Jan-2012,18.27,18.5,18.23,18.36,58713100
GE,04-Jan-2012,18.31,18.6,18.28,18.56,42756800
GE,05-Jan-2012,18.46,18.6,18.29,18.55,45819100
Symbol column is required but ignored.
Microsoft Excel 1997-2003 (xls) files can be imported, if their structure is like the screen below:
Only "Date" and "Close" columns are
required and the rest can be omitted. Chart Geany will
import only the first workbook and will ignore all the
rest.
Important Notice: Chart Geany is symbol based and End-Of-Day data based software. Importing multi-symbol data or data of different time-frame, may result unpredictable behavior.
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2d. Update Button
Update Button calls the Data Updater in order to update from the net, or the local storage, the symbol or symbols selected by the user.
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2e.
Refresh Button
Refresh Button reorders the symbol list using "Symbol" column as secondary ascending key. Primary, ascending or descending, key remains the user selected column.
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2f.
Quote Browser Button
Quote Browser Button opens the Quote Browser in order to display the price quotes of the selected symbol.
Delete Button deletes the symbol or symbols selected by the user. Symbol entries for adjusted data will be deleted along with their corresponding entry of unadjusted data.
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2h. Exit
Data Manager Button
Exit Button orders Data Manager to hide.
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3. Screenshot
Button
Screenshot Button provides to the user a mechanism to take a screen-shot of the chart in current tab and save it to disk as PNG file.
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4.
Options Button
Application wide options are available through the Options Manager. Options Manager contains four tabs: "General", "Ticker", "Network" and "Charts" and appears like the screens below:
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4b. Ticker Tab
In "Ticker" tab, the user can add or remove the ticker symbols. "Ticker" tab appears like the screen below:
Important Notice: Chart Geany is symbol based and End-Of-Day data based software. Importing multi-symbol data or data of different time-frame, may result unpredictable behavior.
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2d. Update ButtonUpdate Button calls the Data Updater in order to update from the net, or the local storage, the symbol or symbols selected by the user.
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2e.
Refresh ButtonRefresh Button reorders the symbol list using "Symbol" column as secondary ascending key. Primary, ascending or descending, key remains the user selected column.
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2f.
Quote Browser ButtonQuote Browser Button opens the Quote Browser in order to display the price quotes of the selected symbol.
Delete Button deletes the symbol or symbols selected by the user. Symbol entries for adjusted data will be deleted along with their corresponding entry of unadjusted data.
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2h. Exit
Data Manager ButtonExit Button orders Data Manager to hide.
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3. Screenshot
ButtonScreenshot Button provides to the user a mechanism to take a screen-shot of the chart in current tab and save it to disk as PNG file.
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4.
Options ButtonApplication wide options are available through the Options Manager. Options Manager contains four tabs: "General", "Ticker", "Network" and "Charts" and appears like the screens below:
4a.
General Tab
In "General" tab there are five options:
"IEX API key" and "Alpha Vantage API key" text boxes is where the corresponding API keys must be typed. API keys can be obtained for free from IEX and Alpha Vantage web sites. Without the API keys, the access to the feeds, is not possible and Chart Geany will return an error.
The next two available option are "Show splash screen on program launch" and "New version notification on program launch". These features may be activated or deactivated using the corresponding check boxes.
"Check now" button checks immediately if there is a new version available and notifies the user.
Finally, the option "Convert London prices to GBP" activates the pence-to-pound converter for symbols listed in LSE and other British exchanges.
In "General" tab there are five options:
"IEX API key" and "Alpha Vantage API key" text boxes is where the corresponding API keys must be typed. API keys can be obtained for free from IEX and Alpha Vantage web sites. Without the API keys, the access to the feeds, is not possible and Chart Geany will return an error.
The next two available option are "Show splash screen on program launch" and "New version notification on program launch". These features may be activated or deactivated using the corresponding check boxes.
"Check now" button checks immediately if there is a new version available and notifies the user.
Finally, the option "Convert London prices to GBP" activates the pence-to-pound converter for symbols listed in LSE and other British exchanges.
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4b. Ticker Tab
In "Ticker" tab, the user can add or remove the ticker symbols. "Ticker" tab appears like the screen below:
"Add" button enables the frame on
the top right of the tab. In this frame, the user
can choose the data feed, "IEX" or "Yahoo" and type
the symbol that will be added in the ticker.
"Minus" button removes the selected symbol from the ticker.
"Scroll speed" is the speed the ticker scrolls.
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4c. Network Tab
"Network" tab gives access to proxy and network
timeout settings:
"Enable proxy" check box activates or deactivates the use of a proxy server.
"Host" is the IP or the server name of the proxy server. The proxy server must be an HTTP proxy.
"Port" is the TCP port the proxy server listens for connections.
"User" and "Password" are the user name and the password the proxy will use in order to validate the incoming connections. Most proxies do not need this.
"Timeout" is the period of time, in seconds, Chart Geany will try to establish connection to the network before abandon the effort. Default is 20 seconds.
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4d. Charts Tab
"Minus" button removes the selected symbol from the ticker.
"Scroll speed" is the speed the ticker scrolls.
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4c. Network Tab
"Enable proxy" check box activates or deactivates the use of a proxy server.
"Host" is the IP or the server name of the proxy server. The proxy server must be an HTTP proxy.
"Port" is the TCP port the proxy server listens for connections.
"User" and "Password" are the user name and the password the proxy will use in order to validate the incoming connections. Most proxies do not need this.
"Timeout" is the period of time, in seconds, Chart Geany will try to establish connection to the network before abandon the effort. Default is 20 seconds.
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4d. Charts Tab
"Charts" tab contains all the
default settings for the newly created charts.
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4e. Develop Tab
5.
Ticker On/Off Button
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4e. Develop Tab
"Develop" tab allows the
switch of Chart Geany to developer's
mode. Under developer's mode, the Debug
Console and the Code Editor buttons appear.
For Chart Geany to operate in
developer's mode, "Enable developer mode"
tick box must be ticked.
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5.
Ticker On/Off ButtonTicker On/Off Button enables
or disables the stock ticker at bottom of
window. "Ticker"
tab in Options
can be used in order to add symbols to
ticker or remove symbols from it.
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6.
Information Button
Information Button calls the information dialog and provides information about the current version of Chart Geany. Manual Button displays this manual and License Button displays the End User License Agreement between the user and the authors of Chart Geany.
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6.
Information ButtonInformation Button calls the information dialog and provides information about the current version of Chart Geany. Manual Button displays this manual and License Button displays the End User License Agreement between the user and the authors of Chart Geany.
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7.
Exit Button
Exit Button terminates the execution of Chart Geany and returns the control back to desktop manager.
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8. Charts
Every chart contains the following areas:
The title on the
top. The title displays the symbol and
the symbol name, the time frame
buttons (Day, Week, Month and Year),
the price scale (Linear or
Logarithmic) and the drawing style
(Line, Bar, Candle or Heikin-Ashi).
The button tool bar on the left side.
The price axis on the right side.
Open, high, low, close and date information at the bottom.
In the middle, there is a dynamic area occupied by the main chart and indicator sub charts, if there are any.
Embedded buttons, contained in charts, provide to the user the ability to access the whole range of program's features.
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8a.
Expand/Restore Button (Alt + E)
Expand/Restore Button expands the chart in order to cover the application's window almost fully, excluding only the tab bar. The same button restores the chart to its original size.
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8b.
Preferences Button (Alt + S)
Preferences Button shows the preferences screen, where the user can set various chart's attributes.
Available chart attributes are:
Chart type like: line with color with chooser, candle, heikin-ashi and bar with color chooser.
Foreground and background colors.
Grid on and off.
Volumes on and off.
Linear or semilogarithmic grid scale.
Price updates from data feed (if available)
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8c.
Data Button (Alt + Y)
Data Button shown the following symbol related information:
Book value
Market capitalization
EBITDA,
Price / Earnings ratio,
PEG ratio,
Dividend yield,
Earnings per share estimate for current year,
Earnings per share estimate for next year,
Earnings per share,
Price / Sales ratio,
Price / Book value ratio
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8d.
Zoom In (+) and Zoom Out (-)
Buttons
Zoom In and Zoom Out Buttons increase and decrease the drawing scale of the main chart.
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8e.
Indicators Button (Alt + F)
Indicators Button shows the indicators' screen below:
By clicking a button, the user can
set attributes, like colors or
period using the properties dialog,
and finally add the corresponding
indicator on the chart.
An additional way for object management is described in 8g. Manage Objects Button.
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8f.
Draw Button (Alt + D)
Draw Button provides a list of drawing objects like label, trailing text (text attached on specific date/time), horizontal line, vertical line, trend line and Fibonacci retracement complex. See screen below:
By clicking a button, the user can set attributes, like color or font using the properties dialog, and add the corresponding object on the chart. Mouse drag on object is available, so the user can change its position on the chart. Double click brings object's properties dialog to the front, where the user can change its attributes or remove it completely from the chart. For horizontal lines, vertical lines and trend lines, mouse is sensed only when the mouse cursor points on object's title. Fibonacci retracement complex can sense mouse only on the top left and the bottom left titles.
An additional way for object management is described in 8g. Manage Objects Button.
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8g.
Manage Objects Button (Alt + O)
Manage Objects Button provides to the user a mechanism (see screen below) to remove objects from chart, edit objects' attributes or manage indicator templates.
7.
Exit ButtonExit Button terminates the execution of Chart Geany and returns the control back to desktop manager.
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8. Charts
Every chart contains the following areas:
The button tool bar on the left side.
The price axis on the right side.
Open, high, low, close and date information at the bottom.
In the middle, there is a dynamic area occupied by the main chart and indicator sub charts, if there are any.
Embedded buttons, contained in charts, provide to the user the ability to access the whole range of program's features.
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8a.
Expand/Restore Button (Alt + E)Expand/Restore Button expands the chart in order to cover the application's window almost fully, excluding only the tab bar. The same button restores the chart to its original size.
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8b.
Preferences Button (Alt + S)Preferences Button shows the preferences screen, where the user can set various chart's attributes.
Available chart attributes are:
Chart type like: line with color with chooser, candle, heikin-ashi and bar with color chooser.
Foreground and background colors.
Grid on and off.
Volumes on and off.
Linear or semilogarithmic grid scale.
Price updates from data feed (if available)
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8c.
Data Button (Alt + Y)Data Button shown the following symbol related information:
Book value
Market capitalization
EBITDA,
Price / Earnings ratio,
PEG ratio,
Dividend yield,
Earnings per share estimate for current year,
Earnings per share estimate for next year,
Earnings per share,
Price / Sales ratio,
Price / Book value ratio
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8d.
Zoom In (+) and Zoom Out (-)
ButtonsZoom In and Zoom Out Buttons increase and decrease the drawing scale of the main chart.
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8e.
Indicators Button (Alt + F)Indicators Button shows the indicators' screen below:
For SMA, EMA, PSAR
and Bollinger bands, attributes
can be changed with a double click
on object's title. Double click on
title brings object's properties
dialog to the front, where the
user can change the colors, period
or remove it completely from the
chart. For the rest of the
indicators, there is an "EDIT"
button available on the top right
of their sub chart.
An additional way for object management is described in 8g. Manage Objects Button.
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8f.
Draw Button (Alt + D)Draw Button provides a list of drawing objects like label, trailing text (text attached on specific date/time), horizontal line, vertical line, trend line and Fibonacci retracement complex. See screen below:
By clicking a button, the user can set attributes, like color or font using the properties dialog, and add the corresponding object on the chart. Mouse drag on object is available, so the user can change its position on the chart. Double click brings object's properties dialog to the front, where the user can change its attributes or remove it completely from the chart. For horizontal lines, vertical lines and trend lines, mouse is sensed only when the mouse cursor points on object's title. Fibonacci retracement complex can sense mouse only on the top left and the bottom left titles.
An additional way for object management is described in 8g. Manage Objects Button.
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8g.
Manage Objects Button (Alt + O)Manage Objects Button provides to the user a mechanism (see screen below) to remove objects from chart, edit objects' attributes or manage indicator templates.
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8g1.
Edit Object Button
The user can select the desired object and press the Edit Object Button. A dialog will appear, where the user can change the object's colors, period or remove it completely from the chart.
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8g2.
Clear All Objects Button
Clear All Objects Button removes all the objects from the chart.
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8g3.
Attach Template Button
A template is a set of indicators. Attach Template Button opens the Template Manager in attach mode. The user can select a previously saved template and attach it on the current chart.
8g1.
Edit Object ButtonThe user can select the desired object and press the Edit Object Button. A dialog will appear, where the user can change the object's colors, period or remove it completely from the chart.
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8g2.
Clear All Objects ButtonClear All Objects Button removes all the objects from the chart.
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8g3.
Attach Template ButtonA template is a set of indicators. Attach Template Button opens the Template Manager in attach mode. The user can select a previously saved template and attach it on the current chart.
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8g3a.
Import Template Button
Using the Template Manager, the user can import a previously exported template. The template files have extension .cts.
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8g3b.
Export Template Button
Using the Template Manager, the user can export a template. If the template created by an older version of Chart Geany, it needs to be deleted and recreated.
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8g3c.
Delete Template Button
Using the Template Manager, the user can delete the selected template.
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8g4.
Save Template Button
Save Template Button opens the Template Manager in save mode. The user can type a new template name in order to create a new template, or select and overwrite an existing one.
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8g4a.
Import Template Button
See 8g3a. Import Template Button
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8g4b.
Export Template Button
See 8g3b. Export Template Button
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8g4c.
Delete Template Button
See 8g3c. Delete Template Button
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8h.
Time-frame Buttons
Time-frame Buttons can be found on the top of the chart. These buttons change the time frame and the vertical grid lines as follows:
"D" for daily chart. Vertical grid line every month.
"W" for weekly chart. Vertical grid line every year.
"M" for monthly chart. Vertical grid line every five years.
"Y" for yearly chart. Vertical grid line every decade.
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8i. Shortcuts (Alt + H)
The following keyboard shortcuts are available:
ALT+A: Heikin Ashi chart
ALT+B: Bar chart
ALT+C: Candle chart
ALT+D: Draw objects
ALT+E: Expand
ALT+F: Technical indicators
ALT+G: Grid on/off
ALT+H: Shortcuts' reference
ALT+L: Line chart
ALT+O: Manage objects
ALT+P: Online price on/off
ALT+S: Chart preferences
ALT+V: Volumes on/off
ALT+X: Switch price scale
ALT+Y: Data
ALT+Z: Back to chart
+ : Zoom in
- : Zoom out
Home: Move to chart's begin
End: Move to chart's end
Left: Move backward by one frame
Right: Move forward by one frame
Mouse Wheel: Move chart by one frame
Mouse Drag: Move chart backward or forward
Page Up: Move chart backward by one page
Page Down: Move chart forward by one page
Tab: Next tab
Backtab: Previous tab
By pressing Alt+H a shortcuts' reference screen will appear.
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9.
Portfolio Manager
Button
The Portfolio Manager Button opens the Portfolio Manager. The screen below shows how the Portfolio Manager appears:
The table shows the portfolios the user have created. Each portfolio entry in the table contains four columns:"Title", "Description", "Currency" and "Feed".
8g3a.
Import Template ButtonUsing the Template Manager, the user can import a previously exported template. The template files have extension .cts.
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8g3b.
Export Template ButtonUsing the Template Manager, the user can export a template. If the template created by an older version of Chart Geany, it needs to be deleted and recreated.
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8g3c.
Delete Template ButtonUsing the Template Manager, the user can delete the selected template.
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8g4.
Save Template ButtonSave Template Button opens the Template Manager in save mode. The user can type a new template name in order to create a new template, or select and overwrite an existing one.
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8g4a.
Import Template ButtonSee 8g3a. Import Template Button
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8g4b.
Export Template ButtonSee 8g3b. Export Template Button
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8g4c.
Delete Template ButtonSee 8g3c. Delete Template Button
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8h.
Time-frame ButtonsTime-frame Buttons can be found on the top of the chart. These buttons change the time frame and the vertical grid lines as follows:
"D" for daily chart. Vertical grid line every month.
"W" for weekly chart. Vertical grid line every year.
"M" for monthly chart. Vertical grid line every five years.
"Y" for yearly chart. Vertical grid line every decade.
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8i. Shortcuts (Alt + H)
The following keyboard shortcuts are available:
ALT+A: Heikin Ashi chart
ALT+B: Bar chart
ALT+C: Candle chart
ALT+D: Draw objects
ALT+E: Expand
ALT+F: Technical indicators
ALT+G: Grid on/off
ALT+H: Shortcuts' reference
ALT+L: Line chart
ALT+O: Manage objects
ALT+P: Online price on/off
ALT+S: Chart preferences
ALT+V: Volumes on/off
ALT+X: Switch price scale
ALT+Y: Data
ALT+Z: Back to chart
+ : Zoom in
- : Zoom out
Home: Move to chart's begin
End: Move to chart's end
Left: Move backward by one frame
Right: Move forward by one frame
Mouse Wheel: Move chart by one frame
Mouse Drag: Move chart backward or forward
Page Up: Move chart backward by one page
Page Down: Move chart forward by one page
Tab: Next tab
Backtab: Previous tab
By pressing Alt+H a shortcuts' reference screen will appear.
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9.
Portfolio Manager
ButtonThe Portfolio Manager Button opens the Portfolio Manager. The screen below shows how the Portfolio Manager appears:
The table shows the portfolios the user have created. Each portfolio entry in the table contains four columns:"Title", "Description", "Currency" and "Feed".
9a. Open
Portfolio Button
