StockWhip

Your portfolio management and performance analysis tool

Help - StockWhip Options

You can set various options for StockWhip by selecting 'Options' from the 'Tools' menu.

options
  • Current Prices Update Period - this is the number of minutes StockWhip waits between downloading the latest share prices for all your held and watchlist shares
  • Historical Prices Update - the is the number of hours StockWhip checks for updates to the historical prices for the last few days for all your held and watchlist shares
  • Detection of Stock Splits - the multiple by which a share's value must decrease in one day to trigger StockWhip's automatic share split adjustment functionality.
  • Detection of Reverse Stock Splits - the multiple by which a share's value must increase in one day to trigger StockWhip's automatic reverse share split adjustment functionality.
  • Shorter Exponential Moving Average for Index Trend (days) - together with the longer EMA allows basic trend analysis of a portfolio's comparison index. When the shorter EMA value is above the longer EMA value, the index is deemed to be rising.
  • Longer Exponential Moving Average for Index Trend (days) - see shorter EMA above
options
  • Country of Residence - used for determining the start of your Financial Year to assist with tax reporting
  • Task Tray Popup Summary - Choose the portfolio to have the daily performance figures shown of in the task tray icon text popup.
  • Upper and Lower Price Warnings - choose auto or manual price warnings
  • Hide Transactions From Last FY - When selected, StockWhip will not show any transactions from before the start of the current financial year.
  • Remember Brokerage Value - When not selected, StockWhip will not remember or ask to remember your brokerage value in the Purchase or Sell Shares dialogs.
  • Warn on Negative Cash - When selected, StockWhip will warn you about a negative balance in a Cash Reserve with a task tray popup.
  • Ask Before Getting Prices On Startup - When selected, and if historical prices are out of date on program startup, StockWhip will ask you whether or not to retrieve the latest historical prices otherwise it will just proceed without asking.
options
  • Clean ALL Cached Stock Prices - removes all locally cached price data. Warning - a lot of data is accumulated, and StockWhip will need to retrieve much of this from the internet directly afterwards. Data is cached at $HOME$\Local Settings\Application Data\DarkTurtles\StockWhip\Cache
  • Refresh Capital Records - The capital record caches the value of your portfolios at every day in your history. Refreshing them causes StockWhip to go back and recalculate all of these. This could take a few minutes, and you should only do this if you think StockWhip has some incorrect portfolio performance figures
  • Forget Bad/Delisted Stock Codes - If you had to mark a stock as bad or delisted because of internet connection problems or otherwise, you can unmark such a stock as delisted here. StockWhip will then attempt to collect price data for this stock again.
  • Reset Options to Defaults - resets numerical values above to their defaults
options
  • Weeks of Data for LR Value - specifies the number of weeks of (weekly) data used to calculate the value of the linear regression line of the stock.
  • Weeks of Data to annualise LR Rate - the number of weeks in the past to take as a start point to work out the LR Value rate of change which is then annualised to produce the LR Rate.
  • LR Value adjustment (in ATRs) - the LR Value may be adjusted up (down) from the natural LR Value (linear regression line) by adding a value of N*ATR where N is this adjustment value and ATR is the average true range of the stock over the same number of weeks that the LR value is calculated over.
  • Upper Price Offset (in ATRs) - this allows you to define the value of the auto upper stock price setting. The auto upper price for a stock is calculated as (linear regression value) + N*ATR, where N is the specified value, and ATR is the average true range.
  • Lower Price Offset (in negative ATRs) - this allows you to define the value of the auto lower stock price setting. The auto lower price for a stock is calculated as (linear regression value) - N*ATR, where N is the specified value, and ATR is the average true range.

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