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Quick Reference Guide

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Datagraph™, Fundamentals TabsUse these tabs to toggle between the Datagraph and financial reports.

Global NavigationThese five icons represent the

five main sections of PANARAY.

Quote Service IndicatorTurn on real-time pricing by setting your Quote Services in Preferences in Application Menu.

Application MenuUse this menu to create a new console, duplicate a console, select preferences, or manage workspaces.

Chart IntervalsCustomize each interval view by using the associated drop down menu.

Change Date ControlsChange the chart end-date by typing in a specific date or by clicking in the field for a calendar. To move in time, click date box arrows or click the mountain chart icon to scroll horizontally.

Getting Started2 Symbol Input

Use this field to enter a symbol. Search for companies by typing the company name.

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TipSelect Preferences in the

Application menu referenced in #1 to choose between the dark and light

color theme.View light theme on pages 3 & 9.

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TipFundamental Data Lines can

be temporarily repositioned up & down on the chart by clicking

and dragging anywhere on the line.

Insider TransactionsSee a visual display of the extent of buying and selling among officers and directors of a firm.

Earnings Line Revenue Line

Pattern Recognition

EPS Due Date2

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Summary PanelClick this tab to open and close summary information covering nine years of financial data, proprietary ratings and rankings, company description, and more.

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Financial DataAppears inline with chart.

Relative Strength Line

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Corporate Events

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10Financial BlockHover mouse over Financials label to reveal additional Financial Block sizes and customized templates.

Types of Data Symbol

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Configure Key LinesRight-click directly on the Earnings or Revenue Line to reveal an edit menu. In the earnings line menu, click on the blue Edit, next to Animation, to adjust default look-back span and playback speed. Add additional fundamental data lines from the Price Panel Settings (#5).

Reference SymbolClick the symbol to change the index.

Indicator PanelSelect the indicators you want to see. You may view multiple indicators from the menu at once.

Fundamental Data Line ScaleWhen multiple Fundamental Data Lines are visible, you can easily toggle among them.

Price and Volume ScaleToggle among: Fixed Logarithmic (Log), Auto Logarithmic (Log), and Linear (Lin).

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Configuring Data

Reveal PanelsClick to reveal Insider Transactions, Volume, Financial Block, and Ownership Block. Click on blue name to configure individual items.

Animated Earnings LineClick EPS History button and a date box appears on the chart. Drag the date box backward to initiate animation of the earnings line. Once in position, hit the play button at right of date. See number 8 to access animation edit menu.

TipLabels that are blue are clickable and will reveal

menus.

Industry GroupView Industry Group constituents

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Price Panel SettingsSelect from the menu to make items visible. Click edit to configure item properties.

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Scale Configuration

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Financial MetricsClick data tile to select financial metrics.

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Hide PanelsClick to hide panels

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Indicator PropertiesCustomize each individual indicator by clicking on indicator name and selecting Properties from its menu.

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Symbol

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Related InformationThis panel contains news, ownership information, stock checklists, and tools for setting alerts and drawing annotations.

Mini ListClick the left black strip to reveal the list that is active in List Manager (pg 5). Use the space bar to move quickly through the list of symbols.

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List NameClick to view and navigate to recently used lists.

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PlayClick to auto play through a list of charts.

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Symbol

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Create New AlertClick to add a new Price Alert or Pattern Recognition Alert.

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Active AlertA grey bell indicates an active alert.

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Alerts & AnnotationsTipView a list of active

alerts under Smart Lists in List View.

Triggered AlertAn orange bell indicates a recently triggered alert.

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Left-click an annotation to move it. Right-click to delete.

Message NotificationClick to access Message Center to

view triggered alerts & other messages. Icon will indicate unseen messages.

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Line Text Shape

Channel Line

Measurement

Fibonacci

Trend Line AlertSet alert on a trend line.

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Moving Average AlertRight-click the moving average

line to set an alert.

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Symbol

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List Manager

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ScreenClick to view a summary of filters applied to a list.

Screen On/OffToggle screen on and off.

Custom CalcsCreate customized

calculations for screening.

Column FiltersClick a cell to apply a filter.

Keyword FiltersFilter a list by entering any keyword contained in the company’s name or description.

List Manager Options

SortClick to sort, click again to reverse-sort, hold control key and click any number of columns to multi-sort. To disable multi-sort, click any column.

Edit ListsCreate, copy, or

delete lists.

SnapshotsCreate lists that

capture stocks at a given instant.

FlagsFlag symbols here or next to company name on the Datagraph.

List NamesOrganize custom lists and access preset PANARAY lists here.

DatabasesOur deep, clean database tracks 70,000 stocks, indices, and mutual funds in more than 72 countries.

List PropertiesSaved list information includes dates for list creation and updates. Preset list information includes details on parameters.

List ViewsChoose Default, Multi-Chart, List Analytics, or Quote Board view. Tip

Right-click in symbol row to copy

and paste stocks into saved lists.

TipDrag and drop

any list into a list in the My Lists folder

to merge stock names.

Lists

List Alerts

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Universal FilterFilters all lists (except temporary constituents lists) by geography or group (Sector, Industry Group, etc).

Add ColumnsBrowse the Metric Library (see #8) for new columns to add to your report.

3 Column SetsSelect a Column set from the drop down window to change your report (includes filters). 1

8 Metric LibrarySelect “Add Column” to launch. Browse or type in search to locate a metric and then add any column

5Summary StatisticsLook here for key information about a list’s changing qualities.

2 Metric vs. Metric Screening

7 Look BackHistorical values are available for many metrics.

6Distribution ChartTo see the distribution for the corresponding metric, hover your cursor on a bar to reveal specific range information.

List Metrics Lists

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2 View PortfoliosView a list of your uploaded portfolios in List Manager.

CompareCompare your portfolios with select benchmarks using equally-, market-, or portfolio-weighted averages.

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Portfolio AdminUpload portfolios from an external source with Portfolio Admin.

Batch and Single File UploadConfigure uploading of single or multiple text tab delimited files.

Portfolio Statistics Lists

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Access Your ListsAccess Scheduled Lists from List Manager Options

Manage Your ListsManage existing Scheduled Lists

Create a ListCreate new Scheduled Lists

Scheduled Lists Lists

Name Your ListGive your Scheduled List a Nickname Choose a Stock Universe

Choose the universe for the Scheduled List from all lists in List Manager

Screen/Filter Your ListScreen and/or Filter the Scheduled List to meet your criteria

Set Up a ScheduleSet up how often and at what time the Scheduled List runs

Choose a Delivery MethodSelect how to receive your Scheduled List: via email (embedded or as an attachment), by creating a new list in List Manager, or both.

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2 Geography SelectorClick to select among Global, Region, and Country views.

Animate Rotation GraphTo animate the Rotation Graph over

time, drag-hold and move, or hit Play.

MagnificationChoose between auto and

manual magnification.

Group Movement IndicatorsSelect the individual indicators to highlight.

Select again to un-highlight.

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TipRight-click Group

Movement Indicators (#7) to view Symbol in

Datagraph

Arrow Select to drill down to constituents.

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Groups Rotation Graphic

FlagSelect to flag a symbol and

monitor it in other views.

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Liquidity FilterSelect to adjust for market cap, avg dollar volume US$, or O’Neil Ratings when viewing constituents.

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Legend Row Select to add/remove highlight.

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Compare

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Comparison Charts Compare

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Base ScaleToggle between 0 or 100.

Index LineClick to create a price weighted index line from the current symbols.

Symbol InputUse this field to enter a symbol. Search for companies by typing the company name.

Change Date ControlsChange the chart start and end-date by typing in a specific date within the

limit of the chart interval.

Liquidity FilterSelect to adjust for market cap, avg dollar volume US$, or O’Neil Ratings.

Chart IntervalsChange maximum chart history length.

Performance ScaleToggle between Log and Linear scale

Legend RowSelect to hide or show lines. Select name to add/remove highlight.

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Research View Research

1 2Global OutlookVisually monitor the pulse of world markets.

Ask An AnalystContact our analyst team with questions about the markets or our services.

3 Focus ListsEntitled content based on our proprietary idea services.

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Stream NameSelect to name your customized stream.

SourcesFilter from almost 50 different news sources.

Keyword FiltersFilter a stream by entering symbols, lists, or keywords.

HeadlinesClick on headlines to open the source article in your default browser.

Add StreamsCreate up to seven news streams in one console.

News