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<DIV><FONT size=2><STRONG>OLE between MSK+Excel (+v.v.)
- FAQ's </STRONG>{how
to create the OLE Portfolio Manager}</FONT></DIV>
<DIV><FONT
size=2>-----------------------------------------------------------------</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT color=#0000ff size=2><STRONG>Q15. </STRONG></FONT><FONT color=#000000
size=2>I am looking for a portfolio manager that can read my metastock
database directly, eg f.e. any way for Excel to read </FONT><FONT
color=#000000 size=2>the database </FONT><FONT color=#000000
size=2>("directly": without having to export each share's daily from the
Downloader's Convert Tool or opening the MetaStock
program </FONT><FONT color=#000000 size=2>itself) </FONT><FONT
color=#000000 size=2>so that I can write my own portfolio manager in
excel.</DIV></FONT>
<DIV><FONT color=#000000 size=2></FONT> </DIV>
<DIV><FONT size=2>The below msg00057 and also the Step by Step
PM-instructions further below will enable you, in combination with the
OLE set of FAQ's </FONT><FONT size=2>(Part1 , Part 2 and the FAQ's 1 to 14) to
create a self maintaining Excel Portfolio Manager. Once created, there is no
need</FONT><FONT color=#000000 size=2> to seperatly open MetaStock to
have the PM displaying the daily or weekly updated value's in
Excel.</FONT></DIV>
<DIV><FONT size=2><FONT size=2><FONT size=5>
<P><FONT size=2><FONT size=2>Regards,<BR>Ton Maas<BR></FONT><A
href="mailto:ms-irb@xxxxxxxxxxxxxxxx";><FONT
size=2>ms-irb@xxxxxxxxxxxxxxxx</FONT></A><BR><FONT size=2>Dismiss the ".nospam"
bit (including the dot) when replying.<BR>Homepage </FONT><A
href="http://home.planet.nl/~anthmaas";><FONT
size=2>http://home.planet.nl/~anthmaas</FONT></A></FONT></P>
<P>How do I use my MetaStock data in an Excel portfolio
manager?<I></P></I></FONT>
<P>msg00057</P>
<P>First, prepare your Excel file.</P>
<BLOCKQUOTE>
<UL>
<LI>Start Excel and bring up a new worksheet.
<LI>Type in your column headers to look something like this:
</LI></UL></BLOCKQUOTE>
<TABLE cellSpacing=2 cellPadding=7 width=487 border=1>
<TBODY>
<TR>
<TD width="13%"><A name=OLE_LINK1><FONT size=2>Name</FONT></A></TD>
<TD width="12%"><FONT size=2>Symbol</FONT></TD>
<TD width="21%"><FONT size=2>Purchase Date</FONT></TD>
<TD width="21%"><FONT size=2>Purchase Price</FONT></TD>
<TD width="14%"><FONT size=2>Quantity</FONT></TD>
<TD width="20%"><FONT size=2>Total Value</FONT></TD></TR>
<TR>
<TD width="13%"></A><FONT size=2> </FONT></TD>
<TD width="12%"><FONT size=2> </FONT></TD>
<TD width="21%"><FONT size=2> </FONT></TD>
<TD width="21%"><FONT size=2> </FONT></TD>
<TD width="14%"><FONT size=2> </FONT></TD>
<TD width="20%"><FONT size=2> </FONT></TD></TR></TBODY></TABLE>
<BLOCKQUOTE>
<UL>
<LI>Type in the values for these items in the first or second row under the
headings. (you may want to leave a blank line in between to make it more
readable)
<LI>Save your Excel file. Click on File, then Save As. Make sure the folder
selected is acceptable to you, then type in the name of the file. Make the
file name as descriptive as you like. For example, if you have a portfolio
with Putnam Investments, you could call the file Putnam. Click on Save.
</LI></UL></BLOCKQUOTE>
<P>Now we need to create the template we will use for your MetaStock charts.</P>
<BLOCKQUOTE>
<UL>
<LI>Minimize Excel and bring up the MetaStock program.
<LI>Click on Tools, then Indicator Builder, then New.
<LI>Type Close in the name field, and C in the Formula field. Click on OK.
<LI>Click on File, then New, then Chart.
<LI>Select the first security to add to this portfolio. Click on it just
once.
<LI>Click on Template. Select the "Clean.mwt" template by double-clicking on
it.
<LI>Click on Options. Type 1 as the loaded and displayed value. Click on OK.
<LI>Click on Open. You should see ONE price bar.
<LI>Click on Insert, then Indicators. Select "Close" on the left and "New
Inner Window" on the right. Click on OK.
<LI>Point to the price bar so you have a crosshair with arrows below and to
the right of the mouse pointer. Click with your left mouse button.
<LI>Hit the TAB key on your keyboard once.
<LI>Click on Format, then Selected Object.
<LI>Change the Style to the vertical wavy lines just under Invisible. Change
the weight to the thickest line. Click on OK.
<LI>Click on Format, then X-Axis. Check Retain Scale. (do not change any
other options here) Click on OK.
<LI>Click on File, then Save As.
<LI>Choose "Template (.mwt)" in the Save As Type field.
<LI>Type a name for the template in the Name field. Something descriptive
like "Link to Excel". Then Save. </LI></UL></BLOCKQUOTE>
<P>Now your template is created and can be applied to all the securities in your
portfolio. Now we will save this security as a Chart (.mwc) file. These Chart
files will need to be created once, saved, then left alone. They’ll do their
work without you ever opening them, but they do need to be present on your hard
drive for the link to function. We will also put them in their own special
folder, so you won’t accidentally open them.</P>
<BLOCKQUOTE>
<UL>
<LI>Click on File, then Save As.
<LI>Choose "Chart (.mwc)" in the Save As Type field.
<LI>Type the name of the security in the Name field. </LI></UL>
<P>Now we’ll create a special folder to hold these files. You should currently
see an open folder and the word "Charts" in the Save In field. To the right of
that field you should see a square box with a yellow folder and a star. When
you point to it, a chart tip box should appear letting you know this icon is
used to Create a New Folder. Click on that icon.
<UL>
<LI>Type the name of your portfolio as the name of the New Folder, then hit
Enter.
<LI>Double click on the name of the new folder you just created. That name
should now be in the Save In field.
<LI>You should’ve already typed in the name of the chart, so click on Save.
</LI></UL></BLOCKQUOTE>
<P>Now let’s link the first set of data into the Excel Worksheet.</P>
<BLOCKQUOTE>
<UL>
<LI>Point to the red bar that represents the Close indicator so that you
have the little crosshairs next to the mouse pointer, then Click with your
left mouse button.
<LI>Click on Edit, then Copy.
<LI>Minimize MetaStock.
<LI>Bring up Excel. Click in the Cell to the right of your last heading. See
diagram below. </LI></UL></BLOCKQUOTE>
<TABLE cellSpacing=1 cellPadding=7 width=639 border=1>
<TBODY>
<TR>
<TD width="8%"><FONT size=2>Name</FONT></TD>
<TD width="10%"><FONT size=2>Symbol</FONT></TD>
<TD width="16%"><FONT size=2>Purchase Date</FONT></TD>
<TD width="15%"><FONT size=2>Purchase Price</FONT></TD>
<TD width="13%"><FONT size=2>Quantity</FONT></TD>
<TD width="13%"><FONT size=2>Total Value</FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD></TR>
<TR>
<TD width="8%"><FONT size=2> </FONT></TD>
<TD width="10%"><FONT size=2> </FONT></TD>
<TD width="16%"><FONT size=2> </FONT></TD>
<TD width="15%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD></TR></TBODY></TABLE>
<BLOCKQUOTE>
<UL>
<LI>Click on Edit, then Paste Special.
<LI>Select Paste Link on the left, then CSV on the right. Click on OK.
</LI></UL>
<P>Your spreadsheet should now look like this (these numbers are entirely
fabricated):</P></BLOCKQUOTE>
<TABLE cellSpacing=1 cellPadding=7 width=638 border=1>
<TBODY>
<TR>
<TD width="9%"><FONT size=2>Name</FONT></TD>
<TD width="10%"><FONT size=2>Symbol</FONT></TD>
<TD width="16%"><FONT size=2>Purchase Date</FONT></TD>
<TD width="15%"><FONT size=2>Purchase Price</FONT></TD>
<TD width="13%"><FONT size=2>Quantity</FONT></TD>
<TD width="13%"><FONT size=2>Total Value</FONT></TD>
<TD width="13%"><FONT size=2>Date</FONT></TD>
<TD width="13%"><FONT size=2>Close</FONT></TD></TR>
<TR>
<TD width="9%"><FONT size=2>AT&T</FONT></TD>
<TD width="10%"><FONT size=2>T</FONT></TD>
<TD width="16%"><FONT size=2>1/1/98</FONT></TD>
<TD width="15%"><FONT size=2>50</FONT></TD>
<TD width="13%"><FONT size=2>100</FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2>35098</FONT></TD>
<TD width="13%"><FONT size=2>52.5</FONT></TD></TR></TBODY></TABLE>
<P>The date column contains a number that makes no sense to the common human
mind. That is how Excel interpreted the date MetaStock provided. It is possible
to change the date to make sense to you and me. Follow these steps:</P>
<BLOCKQUOTE>
<UL>
<LI>Click on the Letter of the Column containing the dates. (in this
example, it would be G. When you click on the letter, the whole column
should become highlighted.
<LI>Click on Format, then Cells.
<LI>Choose Date on the left, and the date format on the right. i.e.
03/04/95. Click on OK. </LI></UL></BLOCKQUOTE>
<P>You can use a formula to calculate the Total Value of the stock by creating a
function that would multiply the value in the Quantity column by the date in the
Close column. </P>
<BLOCKQUOTE>
<UL>
<LI>Click in the empty cell below the Total Value heading.
<LI>Type this in as the formula: </LI></UL>
<BLOCKQUOTE>
<P>=product(E2,H2)</P></BLOCKQUOTE>
<UL>
<LI>Then Enter. </LI></UL>
<P>You can Edit, Copy and Edit, Paste this formula into this cell on other
stocks, also, without making any changes, to get their totals.</P>
<P>You could also paste it into every cell of that column once and forget it.
Click on the Cell, then Edit, Copy. Then click on the Letter of the Column ( F
) so that the whole column is highlighted. Then Edit, Paste. Any cells that
don’t have a value yet will have a 0. I think this is kind of annoying, so I
would paste the formula as I go along. It’s up to you.</P></BLOCKQUOTE>
<P>Now these are the steps you’ll follow to do each subsequent security in this
portfolio. (If you want to create another portfolio, follow the steps in the
first section of these instructions, then skip down to this section to
finish.)</P>
<BLOCKQUOTE>
<UL>
<LI>Skip 2 lines below the row of data. Type in the Name and other
information for the next security.
<LI>Minimize Excel and bring up MetaStock.
<LI>Close the Chart that is on the screen. (it should have already been
saved)
<LI>Click on File, then New, then Chart.
<LI>Click on the next security you would like to enter into your portfolio.
(the next security you already entered the name, etc. for in Excel)
<LI>Click on Template.
<LI>Make sure you are in the Charts folder. (The Look In field will have an
open yellow folder and the word Charts.) If you see the name of your
portfolio in the Look In field, click on the yellow folder with the up arrow
to "Go Up One Level".
<LI>Double-click on the Template we created earlier. (for example, Link to
Excel)
<LI>Click on Open.
<LI>Click on File, then Save As.
<LI>Choose "Charts (.mwc)" from the Save As Type menu.
<LI>Type in the security name in the Name field.
<LI>Make sure the Save In box contains the name of your portfolio folder. If
it does not, it should be in the large box. Double-click on it. Now your
portfolio folder should be in the Save In box.
<LI>Click on Save.
<LI>Click on the red bar representing the Close indicator.
<LI>Click on Edit, then Copy.
<LI>Minimize MetaStock and go back to Excel.
<LI>Click in the cell as diagramed below: </LI></UL></BLOCKQUOTE>
<TABLE cellSpacing=1 cellPadding=7 width=631 border=1>
<TBODY>
<TR>
<TD width="13%"><FONT size=2>Name</FONT></TD>
<TD width="13%"><FONT size=2>Symbol</FONT></TD>
<TD width="16%"><FONT size=2>Purchase Date</FONT></TD>
<TD width="15%"><FONT size=2>Purchase Price</FONT></TD>
<TD width="10%"><FONT size=2>Quantity</FONT></TD>
<TD width="13%"><FONT size=2>Total Value</FONT></TD>
<TD width="12%"><FONT size=2>Date</FONT></TD>
<TD width="8%"><FONT size=2>Close</FONT></TD></TR>
<TR>
<TD width="13%"><FONT size=2>AT&T</FONT></TD>
<TD width="13%"><FONT size=2>T</FONT></TD>
<TD width="16%"><FONT size=2>1/1/98</FONT></TD>
<TD width="15%"><FONT size=2>50</FONT></TD>
<TD width="10%"><FONT size=2>100</FONT></TD>
<TD width="13%"><FONT size=2>525.00</FONT></TD>
<TD width="12%"><FONT size=2>02/03/96</FONT></TD>
<TD width="8%"><FONT size=2>52.5</FONT></TD></TR>
<TR>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="16%"><FONT size=2> </FONT></TD>
<TD width="15%"><FONT size=2> </FONT></TD>
<TD width="10%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="12%"><FONT size=2> </FONT></TD>
<TD width="8%"><FONT size=2> </FONT></TD></TR>
<TR>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="16%"><FONT size=2> </FONT></TD>
<TD width="15%"><FONT size=2> </FONT></TD>
<TD width="10%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="12%"><FONT size=2> </FONT></TD>
<TD width="8%"><FONT size=2> </FONT></TD></TR>
<TR>
<TD width="13%"><FONT size=2>GE</FONT></TD>
<TD width="13%"><FONT size=2>GE</FONT></TD>
<TD width="16%"><FONT size=2>1/1/98</FONT></TD>
<TD width="15%"><FONT size=2>20</FONT></TD>
<TD width="10%"><FONT size=2>100</FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="12%"><FONT size=2> </FONT></TD>
<TD width="8%"><FONT size=2> </FONT></TD></TR>
<TR>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="16%"><FONT size=2> </FONT></TD>
<TD width="15%"><FONT size=2> </FONT></TD>
<TD width="10%"><FONT size=2> </FONT></TD>
<TD width="13%"><FONT size=2> </FONT></TD>
<TD width="12%"><FONT size=2> </FONT></TD>
<TD width="8%"><FONT size=2> </FONT></TD></TR></TBODY></TABLE>
<BLOCKQUOTE>
<UL>
<LI>Click on Edit, then Paste Special.
<LI>Select Paste Link on the left, and CSV on the right. Click on OK.
<LI>Click on File, then Save. </LI></UL></BLOCKQUOTE>
<P>Repeat Steps 1-16 for the next security. </P>
<P>
<HR>
<P></P>
<DIV>
<DIV><B>-----Original Message-----</B><BR><B>From: </B>A.J. Maas<BR><B>To:
</B>metastock@xxxxxxxxxxxxx <<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)</DIV></DIV>
<DIV> </DIV>
<DIV>
<DIV><FONT color=#000000>Yes!</FONT></DIV>
<DIV>Below is my reply to a simular question(send on a couple of days
ago).</DIV>
<DIV>Thanks for yours and Harley's input into this
Excel-Portfolio-subject.</DIV>
<DIV><FONT color=#000000>Regards,</FONT></DIV>
<DIV>Ton Maas</DIV></DIV>
<DIV> </DIV>
<DIV>----------------------------------begin----------------------------------------------</DIV>
<DIV> </DIV>
<DIV>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"</DIV>
<DIV> <BR>In General: folder to convert to can be just the "parent"
folder, so as for the<BR>destination-folder: no need to type in the kiddies
names(the sub+sub subs)</DIV>
<DIV> </DIV>
<DIV>----------------------------------------end---------------------------------------------------
<BR></DIV>
<DIV> </DIV>
<DIV><B>-----Oorspronkelijk bericht-----</B><BR><B>Van: </B>Teo Soon Bock
<BR><B>Aan: </B><A
href="mailto:metastock@xxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxx</A> <<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>
<P>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 >></P>
<P><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
>></P></FONT></FONT></DIV>
<DIV><FONT size=2></FONT><BR> </DIV></DIV>
<DIV><FONT size=2>----- Original Message ----- </FONT>
<DIV><FONT size=2>From: "Johan Labuschagne" </FONT></DIV>
<DIV><FONT size=2>To: <</FONT><A href="mailto:metastock@xxxxxxxxxxxxx";><FONT
size=2>metastock@xxxxxxxxxxxxx</FONT></A><FONT size=2>></DIV></FONT>
<DIV><FONT size=2>Sent: donderdag 4 mei 2000 20:37</FONT></DIV>
<DIV><FONT size=2>Subject: Portfolio Manager</FONT></DIV></DIV>
<DIV><FONT size=2><BR></FONT></DIV><FONT size=2>> I am looking for a
portfolio manager that can read directly my metastock <BR>>
database<BR>> <BR>> OR<BR>> <BR>> any way for excel to read the
database directly (without exporting each <BR>> share daily from downloader
or opening metastock program itself ) so that I <BR>> can write my own
portfolio manager in excel.<BR>> <BR>> Any solutions are very
welcome!<BR>> Thanks in advance<BR>> Johan <BR>> <BR>>
</FONT></BODY></HTML>
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From: "j seed" <jseed_10@xxxxxxxxxxx>
To: metastock@xxxxxxxxxxxxx
Subject: Re: Lessons Learned - DRPO.
Date: Fri, 05 May 2000 13:16:33 GMT
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Status:
Please tell us more.
J
>From: Neal Hughes <neal@xxxxxxxxxxxxx>
>Reply-To: metastock@xxxxxxxxxxxxx
>To: metastock@xxxxxxxxxxxxx
>Subject: Re: Lessons Learned - DRPO.
>Date: Thu, 04 May 2000 22:15:52 -0700
>
>
>Lionel,
>
>Hahaha! Good one!
>
>DRPO is a common abbreviation for Double-RePo.
>
>The Double-RePo is a specific type of double-bottom
>or double-top. It requires thrust, a rather quick
>double top/bottom formation etc, and has a specific
>entry, stop-loss and profit objective.
>
>The pattern uses a displaced moving average, 3X3
>(3-bar SMA displace 3 bars to the future) to define
>the thrust. It's not a formula, in the same way
>that a "triangle breakout" is not a formula.
>
>I'm happy to post some charts and answer questions
>if anyone asks.. That's what I do almost on a daily
>basis on some web forums.
>
>One of the reasons that this pattern is successful, is
>that it predicts a panic in the opposite direction
>of trend. How? Why? It requires thrust, and thrust
>of a sufficient duration to get many traders on
>the wrong side of the market, before the DRPO
>is triggered. The tight double bottom/top formation
>is just of just sufficient duration for more people to
>get on the wrong side of the market before price makes a
>clear move against them, and panic ensues.
>
>Does that mean it's perfect? Nothing is. But the
>risk is pre-defined, and it's one of the most
>successful DiNapoli patterns. I know of traders who
>trade only this and two other DiNapoli patterns
>very successfully. I trade these patterns as well
>as regular "trend trades" with Fibonacci
>entries/exits/stops.
>
>There are 9 such patterns that DiNapoli traders use,
>these patterns over-ride trend. These are 9 patterns
>developed over 30 years of trading, unlike what
>you often see (these are not "hot new patterns of the
>week"). They keep appearing, in different time-frames,
>in stocks, futures, all liquid trading instruments.
>
>Here are some URLs for more info:-
>http://www.fibtrader.com/djdr.html
>
>Here is a more recent DRPO discussion.
>http://www.savagetrader.com/ezine/00224/dinapoli.html
>
>Regards,
>-Neal.
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