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<DIV><FONT color=#000000 size=2>David,</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT> </DIV>
<DIV><FONT color=#000000 size=2>Fellow Lister Teo Soon Bock did the EXCELLENT
job of informing the List about Excels' PortfolioManager.</FONT></DIV>
<DIV><FONT color=#000000 size=2>Thanks again, Teo.</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT> </DIV>
<DIV><FONT color=#000000 size=2>For availability of manual updating, you are
enabled to set the 'marks' in Excels' Tools/Options TAB's. So far</FONT></DIV>
<DIV><FONT color=#000000 size=2>what I can gether, on opening, you will have to
go there each time you want a worksheet to be updated.</FONT></DIV>
<DIV><FONT color=#000000 size=2>This must be </FONT><FONT color=#000000
size=2>possible to get 'auto-done', either within Excels' commands
functionalities, or by using</FONT></DIV>
<DIV><FONT color=#000000 size=2>a 'simple' Automating </FONT><FONT color=#000000
size=2>program like "Macro Scheduler".</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT> </DIV>
<DIV><FONT color=#000000 size=2>These where some books that helped me navigating
along within Excel:</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT><FONT size=2>Microsoft Office 97 For
Windows For Dummies - Wallace Wang (IDG Books Worldwide, Inc. 1996)</FONT></DIV>
<DIV><FONT size=2>10 Minute Guide to Excel 97 - Jennifer Fulton (QUE
Corperation, 1997)</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2>Regards,</FONT></DIV>
<DIV><FONT size=2>Ton Maas</FONT></DIV>
<DIV><FONT size=2><A
href="mailto:Ms-IRB@xxxxxxxxx";>Ms-IRB@xxxxxxxxx</A></FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT color=#000000 size=2> </FONT></DIV>
<BLOCKQUOTE
style="BORDER-LEFT: #000000 solid 2px; MARGIN-LEFT: 5px; PADDING-LEFT: 5px">
<DIV><FONT face=Arial size=2><B>-----Oorspronkelijk
bericht-----</B><BR><B>Van: </B>David.Castley <<A
href="mailto:David.Castley@xxxxxxxxxxxxxx";>David.Castley@xxxxxxxxxxxxxx</A>><BR><B>Aan:
</B>anthmaas@xxxxxx <<A
href="mailto:anthmaas@xxxxxx";>anthmaas@xxxxxx</A>><BR><B>Datum:
</B>maandag 8 juni 1998 19:53<BR><B>Onderwerp: </B>Re: Portfolio Manager -
Excel (Step-by-Step)<BR><BR></DIV></FONT>
<DIV><FONT color=#000000 size=2>Ton, I'm not sure if you were the one to
supply the detailed instructions below, but I wonder if you could help. What
I would like to do is to have the various stocks in my portfolio in one
spreadsheet and only to have them updated when I open that spreadsheet and
am asked if I want to update them. I don't want the worksheets to be
included in startup and then have this request appear automatically when
excel is opened for some other purpose. In addition to Metastock, I have
Market-Eye.</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT><FONT size=2>Many thanks in
advance</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT><FONT face=Arial
size=2><B></B></FONT> </DIV>
<DIV><FONT face=Arial size=2><B>-----Original Message-----</B><BR><B>From:
</B>A.J. Maas <<A
href="mailto:anthmaas@xxxxxx";>anthmaas@xxxxxx</A>><BR><B>To: </B><A
href="mailto:metastock@xxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxx</A> <<A
href="mailto:metastock@xxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxx</A>><BR><B>Date:
</B>08 May 1998 18:14<BR><B>Subject: </B>Re: Portfolio Manager - Excel
(Step-by-Step)<BR><BR></DIV>
<BLOCKQUOTE
style="BORDER-LEFT: #000000 solid 2px; MARGIN-LEFT: 5px; PADDING-LEFT: 5px"></FONT>
<DIV><FONT color=#000000 size=2>Yes!</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT><FONT size=2>Below is my reply to
a simular question(send on a couple of days ago).</FONT></DIV>
<DIV><FONT size=2>Thanks for yours and Harley's input into this
Excel-Portfolio-subject.</FONT></DIV>
<DIV><FONT size=2></FONT><FONT color=#000000
size=2>Regards,</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT><FONT size=2>Ton
Maas</FONT></DIV>
<DIV><FONT size=2><A
href="mailto:Ms-IRB@xxxxxxxxx";>Ms-IRB@xxxxxxxxx</A></FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT
size=2>----------------------------------begin----------------------------------------------</FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT> </DIV>
<DIV><FONT size=2>p 36-dl manual-create folders<BR>p 69-dl
manual-traverse folders<BR><BR>In win95-explorer, just make as many
folders as you like, then<BR>go to the dl, and "copy" the
securities you need from one folder<BR>to another<BR><BR>You can keep
multiple copies too, and they too will be updated,<BR>for this make sure
in dl:<BR>-to press "conversion"-button to go to
"convert"-dialog<BR>-before actual conversion, to go to its
"options"-dialog<BR>-on the "destination" tab -
traverse folders must be marked/applied<BR>-click ok and ok again on the
"conversion options" tab to get you<BR> back to
the "convert-dialog": <BR>General: folder to
convert to can be just the "parent" folder, so as
the<BR>destination-folder: no need to type in the kiddies names(the
sub+sub subs)</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT
size=2>----------------------------------------end---------------------------------------------------
<BR></FONT></DIV>
<DIV> </DIV>
<DIV><FONT face=Arial size=2><B>-----Oorspronkelijk
bericht-----</B><BR><B>Van: </B>Teo Soon Bock <<A
href="mailto:teosb@xxxxxxxxxxxxxx";>teosb@xxxxxxxxxxxxxx</A>><BR><B>Aan:
</B>metastock@xxxxxxxxxxxxx
<<A
href="mailto:metastock@xxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxx</A>><BR><B>Datum:
</B>vrijdag 8 mei 1998 3:41<BR><B>Onderwerp: </B>Re: Portfolio Manager -
Excel (Step-by-Step)<BR><BR></DIV></FONT>To Harley: If you take the
securities in your portfolio and copy them to a new sub-directory, would
this sub-directory be automatically updated whenever you download fresh
data into your main data directory?<BR><BR><BR>I wrote the following
last year based on Singapore stocks, but it could certainly be used for
other markets as well:-<BR><BR><< QUOTE >><BR>PORTFOLIO
MANAGEMENT USING MICROSOFT EXCEL, LINKED<BR>TO METASTOCK DATA
BASE<BR><BR>For those of you who are using MetaStock 6.5 charting
software to do technical analysis of stocks and shares, it is possible
to link the MetaStock data base to Microsoft Excel for Windows 95 in
order to have automatic updating of your portfolio whenever the data
base is updated by downloading the latest data from your data vendor.
<BR><BR>MetaStock 6.5 is able to create links with other Windows 95
programs, eg Microsoft Excel, by using OLE (object linking and
embedding). The portfolio management spreadsheet uses OLE for automatic
updating of the profit/loss columns from the MetaStock
charts.<BR><BR>The following are the detailed steps for linking your
selected MetaStock charts to your portfolio management spreadsheet in
Microsoft Excel for Windows 95:-<BR><BR>1. Action to be taken on the
selected counters in <BR>MetaStock 6.5<BR><BR>(a) Open MetaStock 6.5 and
click on Indicator Builder;<BR><BR>(b) Create a New indicator named
CLOSE, and under Formula, just type the word CLOSE. Click on OK to save
it. The creation of this CLOSE indicator needs to be done once only, and
can be applied to all counters.<BR><BR>(c) Open the chart for your
selected portfolio counter, eg DBS LAND.<BR><BR>(d) Drag and drop the
CLOSE indicator from your QuickList on to the chart.<BR><BR>(e) As this
CLOSE indicator is not used for normal chart analysis, you can hide it
by making it the same colour as the background (right-click on the CLOSE
indicator, select CLOSE properties, and under Color, choose white if
your chart background is also white).<BR><BR>(f) Repeat (c) to (e) for
other selected counters for your portfolio. You may want to test with a
few counters first.<BR><BR><BR>2. How to link your Excel spreadsheets to
the selected counters<BR><BR>(a) Open Microsoft Excel, and click on New
workbook. In cell A1, type in the name of the counter selected for your
portfolio, eg DBS LAND.<BR><BR>(b) Switch to MetaStock 6.5,and select
the chart for DBS LAND. Click on the CLOSE indicator. (If your chart has
many indicators drawn on it, you can use the TAB key to help you select
the CLOSE indicator.) Once the CLOSE indicator is selected, click on
Edit, followed by Copy.<BR><BR>(c) Switch back to Excel, and click on
cell A2, followed by Edit, Paste Special, Paste Link as Csv, and OK.
(Csv stands for "comma separated values.") You will get a
2-column table with Date and CLOSE as the header. The dates will be
imported as raw numbers, and can be formatted appropriately using the
Format, Cells, Date command. The maximum number of records is 1,000 in
Excel for Win95; the minimum number of records will depend on the Load
Options (File, Open, Options) dialog box in MetaStock. You can now save
the file using the counter name, eg DBSLAND.xls<BR><BR>As stated above,
the maximum number of records in each of your Excel portfolio file may
be 1,000 records (about 4 years). However, for new IPOs, the number of
records that is copied over will probably be less than 1,000.
Nevertheless, it is important to block off space for 1,000 records so as
to allow for automatic linkage as more records are added. The extra
records will be marked with #N/A (not available).<BR><BR>(d) Repeat
steps (a) to (c) for the other selected counters in your
portfolio.<BR><BR>(e) The next step is to build up your main portfolio
spreadsheet file, and link it to the individual Excel files for your
portfolio. The rows in this spreadsheet will be the counter names, while
the columns could have headings like Date Bought, No. of Shares, Price
Bought, Total Cost; Updated Date and Price; Profit/Loss; Date Sold, No.
of Shares, Price Sold, etc. You can save your main portfolio spreadsheet
with an appropriate name, eg PORTFOLIO.xls<BR><BR>(f) The figures for
the Updated Date and Price columns in your main portfolio spreadsheet
can be updated automatically from the individual Excel files for the
portfolio by using the VLOOKUP function in Excel. For example, for the
Updated Date cell for DBS LAND, just type the
following:-<BR><BR>=VLOOKUP(NOW(),[DBSLAND.xls]Sheet1!A2:B1002,1)<BR><BR>and
for the updated Price cell for DBS LAND, type the
following:-<BR><BR>=VLOOKUP(NOW(),[DBSLAND.xls]Sheet1!A2:B1002,2)<BR><BR><BR>The
above should be repeated for all the counters in your portfolio, with
the file name for the counter amended accordingly. It will even work for
new IPOs where the number of records is less than 1,000
records.<BR><BR><BR>3. How to keep your portfolio files together so that
all the individual portfolios can be updated at the same time<BR><BR>(a)
This is desirable so that when you open just one Excel file, your entire
portfolio can be updated at the same time.<BR><BR>(b) Open all the Excel
files for your portfolio, with your main portfolio spreadsheet as the
most recent file to be opened.<BR><BR>(c) Click on File, Save Workspace,
and save your file in the XLStart subdirectory of your Excel program, eg
C:\MSOffice\Excel\XLStart\port1.xlw<BR><BR>(d) In this way, whenever you
start your Excel program, your portfolio workspace file will be started
automatically, and when it prompts you whether to re-establish links,
just click on Yes, and your portfolio will be updated.<BR><BR><BR>. . .
. .<BR><< UNQUOTE >><BR><BR>At 10:10 PM 5/7/98 +0200,
skystar wrote: <BR>>>>><BR>
<BLOCKQUOTE><?smaller>Thank you Harley for your response to my
question. Being a novice I need more info. Please run me step by
step once I have opened the single bar in a new sub directory. Thank
you.<BR>I see Roland is also looking for help on this
subject.<BR>Regards - Charles<?/smaller> <BR>
<BLOCKQUOTE><B><?fontfamily><?param Arial><?smaller>-----Original
Message-----<BR>From:<?/smaller><?/fontfamily> </B><?fontfamily><?param Arial><?smaller>Harley Meyer
<<mailto:meyer@xxxxxxxxxxx>meyer@xxxxxxxxxxx><BR><B>To:
</B><mailto:metastock@xxxxxxxxxxxxxxxxxxxx>metastock@xxxxxxxxxxxxxxxxxxxx
<<mailto:metastock@xxxxxxxxxxxxxxxxxxxx>metastock@xxxxxxxxxxxxxxxxxxxx><BR><B>Date:
</B>04 May 1998 04:25<BR><B>Subject: </B>Re: Portfolio Manager -
Excel<BR><BR><?/smaller><?/fontfamily>In a nutshell. Take your
securities in your portfolio and copy them to a new sub
directory. Now open them up but select the option for days
loaded to be one day. <BR><BR>OLE this single bar into Excel.
Save as a smart chart. <BR><BR>Now in Excel take the info you
want and link it to it's final resting place. <BR><BR>Harley
<BR><BR><BR>skystar wrote: <BR>
<BLOCKQUOTE><BR>
<BLOCKQUOTE><B><?fontfamily><?param Arial><?smaller>--<?/smaller><?/fontfamily></B>
<BR><?fontfamily><?param Arial><?smaller><?/smaller><?/fontfamily><?smaller>I
would greatly appreciate it if someone/s could help me
to construct a porfolio manager in Excel that will
update after doing an end of day share price download on
Metastock. I have tried copying a line graph in
Metastock and doing a "paste special"
"paste link" in Excel and I get the entire
share price history. What I want is only the end of last
day's trade date, volume, high, low and close to be
updated in the previous day's date, volume, high, low
and close cells in Excel.Thanks - CharlesUsing Metastock
6.5<?/smaller><?smaller>
<mailto:skystar@xxxxxxxxxx>skystar@xxxxxxxxxx<?/smaller>
<BR></BLOCKQUOTE></BLOCKQUOTE><BR></BLOCKQUOTE><BR></BLOCKQUOTE><<<<<BR><BR></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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Message-ID: <000301bd9b77$fe55eee0$142879c3@xxxxx>
From: "A.J. Maas" <anthmaas@xxxxxx>
To: "David.Castley" <David.Castley@xxxxxxxxxxxxxx>
Cc: "Metastock-List" <metastock@xxxxxxxxxxxxx>
Subject: Re: Metastock indicator code for dynamic zone indicator
Date: Fri, 19 Jun 1998 00:11:42 +0200
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>With regard to this email, I understand that the trend, support and
>resistance levels on the middle chart are manually drawn, but how does one
>interpret the two RSI inner charts? Any help much appreciated.
Hello David,
Correct that you too noticed the complexity of 'reading this altered RSI-indicator'
when explained by the "SC/TS-RSI-DZ2 Note's".
However, for this one too, the normal basic RSI functionalities do apply.
(available at http://www.equis.com and go to Support/Formula's Page)
Interpretation:
Read up on these Basics, for functions and interpretations (among other indicators) of :
-the RSI (=oscilator)
-the PriceOsc
-the MA's
-the Trends
-the Trending&Trading Prices
-the " & " Bands incl. the Bollinger Bands
f.i. in books like "TA from A to Z" by S. Achelis, electronicaly free available at:
http://www.equis.com/sales/catalog/eduprod/indextaaz.html
The Bottom-inner window(just for comparison):
-Consists of:
-the RSI(14) indicator
-the DynaZones with RSI(9) as 'underlay'
The Top-inner window:
-Consists of:
-the RSI(9) indicator
-the DynaZones with RSI(9) as 'underlay'
-straight horizontal lines at 70-50-30 for comparison with the DynaZones' Bands, e.g. Bands
showing the 'real' true OB/OS 70-50-30 levels
-DMI systems' MA's. The DMI systems' (Directional Movements, DMI+ minus DMI-) MA's(20-9)
were displayed to show 'steady' ST-Trends when in a LT-"Trading" mode(1990-1992);
for these I used the following formula:
formula name: "DMI20SMA" :
Mov(PDI(14)-MDI(14),20,S)
{additional 9 day SMA(MS build-in) of the above as the tricker line}
For additional charts' readings, in general:
-when in "Trending" mode ;
use 'extreme' Outer Bands as OB/OS levels in combination eg with price MA's, 50/20 and 20/5
-when in "Trading" mode ;
use 'average' Inner Bands as OB/OS levels in combination eg with PriceOsc,15/10/5
Note:
Notice that when the markets are far from TRUE LT-Trending, the Outer Bands will not always be
reached by the RSI(both 9 and 14 days).
For this as a Basic rule:
When Price's previous MAJOR HIGHs or LOWs are NOT surpassed, then LT-TRENDS (the Long
Lasting ones) are NOT present/developing, generaly speaking NO TREND, thus TRADE.
This does not always apply for ST and MT-Trends, as they arise 9 out of 10 TIMES in the
SIDEWAYS' markets(Trading), e.g. in LT-TRENDING markets, the SIDEWAYS'
TRADING markets do frequently ocure as ST and MT-Corrections.
(These Corrections 'set' the Price's Trading Zones with former (Major) HIGHs + LOWs as borders)
In General:
-detemine the markets' status(TREND or TRADE)
-look for divergences
-use the basic ob/os buy-sell interpretation of the RSI etc.
-OB/OS zones then, can be 'just' penetrated, but this can also last for months(1-4), depending
on TRENDS' strength(when available)
-as with any indicator, in combination(s) with several other indicators&patterns will give the best results
(then best used f.i. with MA's and their Golden & Dead crossings!!!)
Comment on newly attached 'up-to-date' AEX-chart:
Notice the early warning(OS) in Feb98 and 'drop'+'pullback' to the Mid Band(Dyna50 level)
in Apr98 and this 'correcting stage' is still present with ST-TRADE levels between 1220-1100,
confirmed by the narrowing of the Bands(=sideways) + they are slightly moving lower.
NOT visable marked are the H+S's Continuation Pattern(upside down, borders at 1203-1104) and
an Upwards-Trend-Triangle(borders 1225-1148(=also Triangle's rising Trend Straight Support-line),
leaving an Aug98 Target of 1302 ((1203-1104)+1203) and ((1225-1148)+1225).
ALL IF:
-Intrest rates don't rise extremely (so far no rises)
-Bonds don't crash(seems like they will be 'soft-landing')
-Asian turmoil doesn't turn into a crashing of Co's-profits(so far only the 'dust-bins' are caught
by the 'Asian-flu')
-Present progress in outperforming continues(so far no worries about the 'underlay'-Trend)
Current:
1. Up-Trending are: German Dax, French CAC, Belgium Belfox, Spain IBEX, US DJ UtilitiesAve
2. Runner Up's are: US S&P500, Nasdaq Comp, DJ IndustrialAve, DJ TransportationAve,
Canada TSE35, Italian MIB, Greece GSI, Finish HEX, DJ Euro STOXX 50,
Denmark KFX, Swiss SMI, Sweden GEN, Dutch AEX, UK FTSE100,
Portugal BVL, FTSE EuroTOP100
Nice HOT summer ahead,
Regards,
Ton Maas
Ms-IRB@xxxxxxxxx
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