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<DIV><FONT size=2>The subject (eg the Trade example), will be the cash cow not
the lame underlay.</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2>From previous mail:</FONT></DIV>
<DIV><FONT size=2>"</FONT><FONT face="Times New Roman" size=3><STRONG>After the
Analysis</STRONG>, <STRONG>now for another </STRONG>one ready to
<STRONG>trade</STRONG>.....<BR><STRONG>This one can go down </STRONG>in the
Guiness Book of Records <STRONG>for the Cash Cow of the
Year-award</STRONG>."<BR><FONT face=Arial size=2></FONT></FONT></DIV>
<DIV><FONT face="Times New Roman" size=3><FONT face=Arial size=2>(where "this
one" means......."this Trade")<BR></FONT></FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2>Friday(0428) Low : € 1.48</FONT></DIV>
<DIV><FONT size=2></FONT><FONT size=2></FONT><BR>Regards,<BR>Ton Maas<BR><A
href="mailto:ms-irb@xxxxxxxxxxxxxxxx";>ms-irb@xxxxxxxxxxxxxxxx</A><BR>Dismiss the
".nospam" bit (including the dot) when replying.<BR>Homepage <A
href="http://home.planet.nl/~anthmaas";>http://home.planet.nl/~anthmaas</A></DIV>
<DIV> </DIV>
<DIV> </DIV>
<BLOCKQUOTE dir=ltr
style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV
style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B>
Simon Roberts </DIV>
<DIV style="FONT: 10pt arial"><B>To:</B> <A title=metastock@xxxxxxxxxxxxx
href="mailto:metastock@xxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxx</A> </DIV>
<DIV style="FONT: 10pt arial"><B>Sent:</B> zondag 30 april 2000 11:53</DIV>
<DIV style="FONT: 10pt arial"><B>Subject:</B> Re: Corus hocus pocus</DIV>
<DIV><BR></DIV>
<DIV><FONT size=4><FONT size=4>
<P>Ton,</P>
<P>In a recent post to this list, (24/04/00) you describe Corus the european
steelmaker, as a record breaking cash cow. It was this extraordinary claim of
yours that aroused my interest.</P>
<P>A cash cow is a business which pays out cash often and regularly.</P>
<P>Could you explain why you think that this company is a record breaking cash
cow? Are it's dividends that out of the ordinary? According to my records,
Corus, which was formed on 6th October 1999, has only paid one interim
dividend. Do you have some information about the large size of future
dividends? </P>
<P>Your claim appears to be unfounded and at variance with the facts.</P>
<P>Simon</P></FONT>
<P> </P></FONT></DIV></BLOCKQUOTE></BODY></HTML>
</x-html>From ???@??? Sun Apr 30 21:54:18 2000
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From: "A.J. Maas" <anthmaas@xxxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
References: <390B0795.7040587B@xxxxxxxxxxxxxxxx>
Subject: Re: off-topic : portfolio software
Date: Mon, 1 May 2000 01:31:51 +0200
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<DIV><FONT size=2></FONT><FONT size=2>some "older prints" on this
subject</FONT></DIV>
<DIV><FONT size=2></FONT><BR><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></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2>----- Original Message ----- </FONT>
<DIV><FONT size=2>From: "Augustin Bataille" </FONT></DIV>
<DIV><FONT size=2>To: "Metastock mailing list" <</FONT><A
href="mailto:metastock@xxxxxxxxxxxxx";><FONT
size=2>metastock@xxxxxxxxxxxxx</FONT></A><FONT size=2>></FONT></DIV>
<DIV><FONT size=2>Sent: zaterdag 29 april 2000 18:02</FONT></DIV>
<DIV><FONT size=2>Subject: off-topic : portfolio software</FONT></DIV></DIV>
<DIV><FONT size=2><BR></FONT></DIV>
<DIV><FONT size=2>> Would you please tell me what kind of (even simple)
portfolio software<BR>> or excell spreadsheet you are using to watch your
portfolio and its<BR>> evolution? (preferably free...) (I don't need any
function like realtime<BR>> update of the quotes as it is meant for the
medium term)<BR>> <BR>> Thanks<BR>> Augustin<BR>> </FONT></DIV>
<DIV>
<HR>
</DIV><FONT size=2><FONT size=5>
<P><FONT face=Arial>How do I use my MetaStock data in an Excel portfolio
manager?</FONT><I></P></I></FONT>
<P>msg00057</P>
<P><FONT face=Arial size=3>First, prepare your Excel file.</FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Start Excel and bring up a new
worksheet.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Type in your column headers to look
something like this:</FONT><FONT face="Times New Roman">
</FONT></FONT></LI></UL></BLOCKQUOTE>
<TABLE cellSpacing=2 cellPadding=7 width=487 border=1>
<TBODY>
<TR>
<TD width="13%"><A name=OLE_LINK1><FONT face=Arial
size=2>Name</FONT></A></TD>
<TD width="12%"><FONT face=Arial size=2>Symbol</FONT></TD>
<TD width="21%"><FONT face=Arial size=2>Purchase Date</FONT></TD>
<TD width="21%"><FONT face=Arial size=2>Purchase Price</FONT></TD>
<TD width="14%"><FONT face=Arial size=2>Quantity</FONT></TD>
<TD width="20%"><FONT face=Arial size=2>Total Value</FONT></TD></TR>
<TR>
<TD width="13%"></A><FONT face="Times New Roman"> </FONT></TD>
<TD width="12%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="21%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="21%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="14%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="20%"><FONT
face="Times New Roman"> </FONT></TD></TR></TBODY></TABLE>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>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)</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>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.</FONT><FONT face="Times New Roman">
</FONT></FONT></LI></UL></BLOCKQUOTE>
<P><FONT face=Arial size=3>Now we need to create the template we will use for
your MetaStock charts.</FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Minimize Excel and bring up the MetaStock
program.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Tools, then Indicator Builder,
then New.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Type Close in the name field, and C in the
Formula field. Click on OK.</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on File, then New, then
Chart.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Select the first security to add to this
portfolio. Click on it just once.</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Template. Select the "Clean.mwt"
template by double-clicking on it.</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Options. Type 1 as the loaded and
displayed value. Click on OK.</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT face=Arial size=3>Click on Open. You should see ONE price bar.
</FONT>
<LI><FONT size=3><FONT face=Arial>Click on Insert, then Indicators. Select
"Close" on the left and "New Inner Window" on the right. Click on
OK.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>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.</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Hit the TAB key on your keyboard
once.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Format, then Selected
Object.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Change the Style to the vertical wavy
lines just under Invisible. Change the weight to the thickest line. Click on
OK.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Format, then X-Axis. Check Retain
Scale. (do not change any other options here) Click on OK.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT face=Arial size=3>Click on File, then Save As. </FONT>
<LI><FONT face=Arial size=3>Choose "Template (.mwt)" in the Save As Type
field. </FONT>
<LI><FONT size=3><FONT face=Arial>Type a name for the template in the Name
field. Something descriptive like "Link to Excel". Then Save.</FONT><FONT
face="Times New Roman"> </FONT></FONT></LI></UL></BLOCKQUOTE>
<P><FONT face=Arial size=3>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.</FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Click on File, then Save As.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Choose "Chart (.mwc)" in the Save As Type
field.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Type the name of the security in the Name
field.</FONT><FONT face="Times New Roman"> </FONT></FONT></LI></UL>
<P><FONT size=3><FONT face=Arial>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.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<UL>
<LI><FONT face=Arial size=3>Type the name of your portfolio as the name of
the New Folder, then hit Enter. </FONT>
<LI><FONT size=3><FONT face=Arial>Double click on the name of the new folder
you just created. That name should now be in the Save In field.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT face=Arial size=3>You should’ve already typed in the name of the
chart, so click on Save. </FONT></LI></UL></BLOCKQUOTE>
<P><FONT face=Arial size=3>Now let’s link the first set of data into the Excel
Worksheet.</FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>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.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Edit, then Copy.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Minimize MetaStock.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Bring up Excel. Click in the Cell to the
right of your last heading. See diagram below.</FONT><FONT
face="Times New Roman"> </FONT></FONT></LI></UL></BLOCKQUOTE>
<TABLE cellSpacing=1 cellPadding=7 width=639 border=1>
<TBODY>
<TR>
<TD width="8%"><FONT face=Arial size=2>Name</FONT></TD>
<TD width="10%"><FONT face=Arial size=2>Symbol</FONT></TD>
<TD width="16%"><FONT face=Arial size=2>Purchase Date</FONT></TD>
<TD width="15%"><FONT face=Arial size=2>Purchase Price</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Quantity</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Total Value</FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD></TR>
<TR>
<TD width="8%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="10%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="16%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="15%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT
face="Times New Roman"> </FONT></TD></TR></TBODY></TABLE>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Click on Edit, then Paste
Special.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Select Paste Link on the left, then CSV on
the right. Click on OK.</FONT><FONT face="Times New Roman">
</FONT></FONT></LI></UL>
<P><FONT face=Arial size=3>Your spreadsheet should now look like this (these
numbers are entirely fabricated):</FONT></P></BLOCKQUOTE>
<TABLE cellSpacing=1 cellPadding=7 width=638 border=1>
<TBODY>
<TR>
<TD width="9%"><FONT face=Arial size=2>Name</FONT></TD>
<TD width="10%"><FONT face=Arial size=2>Symbol</FONT></TD>
<TD width="16%"><FONT face=Arial size=2>Purchase Date</FONT></TD>
<TD width="15%"><FONT face=Arial size=2>Purchase Price</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Quantity</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Total Value</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Date</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Close</FONT></TD></TR>
<TR>
<TD width="9%"><FONT face=Arial size=2>AT&T</FONT></TD>
<TD width="10%"><FONT face=Arial size=2>T</FONT></TD>
<TD width="16%"><FONT face=Arial size=2>1/1/98</FONT></TD>
<TD width="15%"><FONT face=Arial size=2>50</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>100</FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face=Arial size=2>35098</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>52.5</FONT></TD></TR></TBODY></TABLE>
<P><FONT face=Arial size=3>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:</FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>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.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT face=Arial size=3>Click on Format, then Cells. </FONT>
<LI><FONT face=Arial size=3>Choose Date on the left, and the date format on
the right. i.e. 03/04/95. Click on OK. </FONT></LI></UL></BLOCKQUOTE>
<P><FONT face=Arial size=3>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. </FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Click in the empty cell below the Total
Value heading.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Type this in as the formula:</FONT><FONT
face="Times New Roman"> </FONT></FONT></LI></UL>
<BLOCKQUOTE>
<P><FONT face=Arial size=3>=product(E2,H2)</FONT></P></BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Then Enter.</FONT><FONT
face="Times New Roman"> </FONT></FONT></LI></UL>
<P><FONT face=Arial size=3>You can Edit, Copy and Edit, Paste this formula
into this cell on other stocks, also, without making any changes, to get their
totals.</FONT></P>
<P><FONT face=Arial size=3>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.</FONT></P></BLOCKQUOTE>
<P><FONT face=Arial size=3>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.)</FONT></P>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Skip 2 lines below the row of data. Type
in the Name and other information for the next security.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Minimize Excel and bring up
MetaStock.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Close the Chart that is on the screen. (it
should have already been saved)</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on File, then New, then
Chart.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>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)</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT face=Arial size=3>Click on Template. </FONT>
<LI><FONT size=3><FONT face=Arial>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".</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Double-click on the Template we created
earlier. (for example, Link to Excel)</FONT><FONT face="Times New Roman">
</FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Open.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on File, then Save As.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT face=Arial size=3>Choose "Charts (.mwc)" from the Save As Type
menu. </FONT>
<LI><FONT size=3><FONT face=Arial>Type in the security name in the Name
field.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>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.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click on Save.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT face=Arial size=3>Click on the red bar representing the Close
indicator. </FONT>
<LI><FONT size=3><FONT face=Arial>Click on Edit, then Copy.</FONT><FONT
face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Minimize MetaStock and go back to
Excel.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Click in the cell as diagramed
below:</FONT><FONT face="Times New Roman"> </FONT></FONT></LI></UL></BLOCKQUOTE>
<TABLE cellSpacing=1 cellPadding=7 width=631 border=1>
<TBODY>
<TR>
<TD width="13%"><FONT face=Arial size=2>Name</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Symbol</FONT></TD>
<TD width="16%"><FONT face=Arial size=2>Purchase Date</FONT></TD>
<TD width="15%"><FONT face=Arial size=2>Purchase Price</FONT></TD>
<TD width="10%"><FONT face=Arial size=2>Quantity</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>Total Value</FONT></TD>
<TD width="12%"><FONT face=Arial size=2>Date</FONT></TD>
<TD width="8%"><FONT face=Arial size=2>Close</FONT></TD></TR>
<TR>
<TD width="13%"><FONT face=Arial size=2>AT&T</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>T</FONT></TD>
<TD width="16%"><FONT face=Arial size=2>1/1/98</FONT></TD>
<TD width="15%"><FONT face=Arial size=2>50</FONT></TD>
<TD width="10%"><FONT face=Arial size=2>100</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>525.00</FONT></TD>
<TD width="12%"><FONT face=Arial size=2>02/03/96</FONT></TD>
<TD width="8%"><FONT face=Arial size=2>52.5</FONT></TD></TR>
<TR>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="16%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="15%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="10%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="12%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="8%"><FONT face="Times New Roman"> </FONT></TD></TR>
<TR>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="16%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="15%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="10%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="12%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="8%"><FONT face="Times New Roman"> </FONT></TD></TR>
<TR>
<TD width="13%"><FONT face=Arial size=2>GE</FONT></TD>
<TD width="13%"><FONT face=Arial size=2>GE</FONT></TD>
<TD width="16%"><FONT face=Arial size=2>1/1/98</FONT></TD>
<TD width="15%"><FONT face=Arial size=2>20</FONT></TD>
<TD width="10%"><FONT face=Arial size=2>100</FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="12%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="8%"><FONT face="Times New Roman"> </FONT></TD></TR>
<TR>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="16%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="15%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="10%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="13%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="12%"><FONT face="Times New Roman"> </FONT></TD>
<TD width="8%"><FONT
face="Times New Roman"> </FONT></TD></TR></TBODY></TABLE>
<BLOCKQUOTE>
<UL>
<LI><FONT size=3><FONT face=Arial>Click on Edit, then Paste
Special.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3><FONT face=Arial>Select Paste Link on the left, and CSV on
the right. Click on OK.</FONT><FONT face="Times New Roman"> </FONT></FONT>
<LI><FONT size=3>Click on File, then Save. </FONT></LI></UL></BLOCKQUOTE>
<P><FONT size=3>Repeat Steps 1-16 for the next security. </FONT></P>
<P>
<HR>
</P><FONT size=3>
<DIV><FONT size=2>
<DIV><FONT size=2><B>-----Original Message-----</B><BR><B>From: </B>A.J.
Maas<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)</FONT></FONT><FONT size=2></DIV></DIV></FONT>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2>
<DIV><FONT color=#000000 size=2>Yes!</FONT></DIV>
<DIV><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 color=#000000 size=2>Regards,</FONT></DIV>
<DIV><FONT size=2>Ton Maas</FONT></DIV></FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT
size=2>----------------------------------begin----------------------------------------------</FONT></DIV>
<DIV><FONT 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"</FONT></DIV>
<DIV><FONT size=2> <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)</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT
size=2>----------------------------------------end---------------------------------------------------
<BR></FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2><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></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 >></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
>></FONT></P></FONT></BODY></HTML>
</x-html>From ???@??? Sun Apr 30 21:54:17 2000
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From: "Guy Tann" <grt@xxxxxxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
Subject: RE: Linking OHLC data form Excel to MetaStock
Date: Sun, 30 Apr 2000 16:33:55 -0700
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Larry
I have that working in the old 6.5 EOD version. The only problem is, in my
case, when you change an attached symbol without changing the name of the
DL, it breaks the link so you need to start over again. Now I do it
manually without a problem.
Guy
-----Original Message-----
From: owner-metastock@xxxxxxxxxxxxx [mailto:owner-metastock@xxxxxxxxxxxxx]On
Behalf Of Larry Viles
Sent: Sunday, April 30, 2000 12:41 PM
To: metastock@xxxxxxxxxxxxx
Subject: Linking OHLC data form Excel to MetaStock
I would like to establish an OLE link from Excel containing date, time,
O,H,L,C columns to MetaStock RT 7.0 such that new entries into Excel would
update the bar chart and corresponding indicators in MetaStock.
I have successfully linked any one Excel column, but am unable to link an
entire data line. Is this possible with MetaStock RT 7, or any 3rd party
addon? Can something be developed using MSDevKit?
Thanks, Larry
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