Set up - eSignal

[Pages:27]Set up Watchlists for securities that you want to monitor.

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1 List selection ? allows selection of a watchlist 2 Action ? allows creation of a new watch list, or save, rename or delete an existing watchlist 3 Alert ? opens alerts window 4 Symbol Search ? opens symbol search dialog 5 View selection ? select from a list of pre-defined columns or customize your own columns 6 Customize ? opens dialog to customize columns display and order of display 7 Display Format selection ? switch between Summary format (columns wrap in display) or List format 8 Inplace Edit - Enables / disables in place editing of position data within watch list display 9 Quick Screen ? opens screener tool

The watchlist selector 1 groups watchlists into the following categories:

Symbol List ? an unnamed list that allows symbols to be tracked temporarily, or later saved as a workspace or online Watchlist

Quick Screen ? opens the most recent screen Workspace Watch Lists ? watchlists that are local to the current MarketPro workspace, and not synced with the

Merrill Edge website. Up to 100 workspace watchlists can be created, with no limit on number of symbols* Linked Symbol Lists ? watchlists linked to a file (.csv or .txt) residing on your computer or network accessible

drive. Online Watch Lists ? watchlists that are available in MarketPro and are synced with the Merrill Edge website

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 These watchlists can also be viewed and changes made from the Merrill Edge website (from Research > Watchlists) or via the Merrill Edge mobile apps. Up to 20 online watchlists can be created, with up to 250 symbols each Note: depending on settings, online watchlists may not be saved with the rest of the workspace. Online Watchlists can be saved manually from the gear > Save "Name of Online Watchlist", or can be set to save with the workspace from Tools > Preferences > Startup/Exit > and select Save Online Symbols on Workspace Save

Position Lists ? read only watchlists that display your account(s) holdings Recognia Strategy Builder Lists ? read only watchlists that display results of screens built using Recognia Strategy

Builder Server Symbol Lists ? read only watchlists that are maintained and updated server side Saved Screeners ? list of symbols that have been saved from the screener tool

*Simultaneously streaming over 500 symbols may cause delays in data updates

Select the action icon 2 to display the menu for the following actions: Manage symbol lists... ? Opens dialog to manage workspace watchlists Add new Watch list ? Creates a new workspace watchlist Add new Watch list from file ? Creates a new workspace watchlist from a file containing a list of symbols (supported file types are .txt and .csv). This is a one time import ? the watchlist will not be synced with the file. Add new linked list ? Creates a new linked watchlist from a file (supported file types are .txt and .csv) containing a list of symbols and (optionally) position information, including the quantity held, purchase price, etc. Changes to the file will be reflected in MarketPro. See Linked Lists below for complete details. Save Watch List as... ? Save current symbol list as a workspace watchlist Rename Watch List ? rename current watch list Delete Watch List ? delete current watch list Save as an Online Watchlist... ? Save current symbol list as an online watchlist Reload Online Watchlist o Available Lists ? refreshes the available watch lists that can be selected o Online Watchlist ? updates the securities in the selected watch list Reload Position List o Available Lists ? refreshes the available accounts that can be selected o Portfolio ? updates the securities in selected account Reload Server Symbol List o All ? updates the securities in all server symbol lists o Symbol List ? updates the securities in selected server symbol list Reload Linked Symbol List o All ? updates the securities and position data in all linked lists o Symbol List ? updates the securities and position data in selected linked list

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1. Enter symbols manually by typing in symbol cell 2. Add symbols to watch list from another window displaying security level data

o Right click on security o Select "Add to Watchlist" from menu o Select workspace or online watch list from list

Note: Online watch list must be loaded to support adding symbol. This can be done by selecting list in Watchlist window or using Reload Online Watchlist command described above.

3. Insert a symbol list from a file o Right click on any cell in the watch list and "Insert Symbols from File" from menu o Use file dialog to select file o Select Open from dialog

4. Insert a Sector / Industry list into an existing watch list o Right click on any cell in the watch list and select "Insert Sector / Industry List" from menu o Select the list to insert

5. Insert a Market Mover's list into an existing watch list o Right click on any cell in the watch list and select "Insert Market Mover Symbols" from menu o Select the list to insert

Select the view dropdown 5 Choose from several pre-defined views or select customize to select from a list of data fields (Optional) after selecting data fields, click icon > "Save As" inside Heading Customization to save a custom

view for later use

Other ways to customize columns and data: Drag & drop columns in current display Insert column into existing display o Right click on column header o Select insert > Column(s) o Select field > Click OK Delete column from existing display o Right click on column header o Select delete > Selected Column(s) Double click on a column header to sort display by that column

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Custom Fields allow you to define data elements that can be displayed in a watchlist, holdings, or detailed quote window. To define custom fields, select Tools > Custom Fields

Add ? adds a new custom field

Edit ? allows you to edit a previously defined custom field

Remove ? Removes selected custom field

Remove All ? Removes all your custom fields

OK ? closes the custom field window

Adding a field Field Types o Date: Allows a field to be created to store dates for a security o Price: Allows a field to be created to store prices for a security o Text: Allows a field to be created to store text for a security o Expression: Allows a field to be created to display calculated data based on quote or chart studies

Short Name o How the field will be labeled when display properties set to short name (can be the same as long name if desired)

Long Name o How the field will be labeled when display properties set to long name (can be the same as short name if desired) o Note that special characters cannot be used for either the short name or the long name

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 Expression (For Expression field type only) o Allows you to define an expression based on quote and/or chart studies

Defining fields

Expressions must always begin with =

Use #IN to refer to the symbol in context

Example: =#IN will display the last price for the security

You may use other symbols, numerical values, and mathematical operators (+ - * /)

Example: =#IN + 2 * XYZ will calculate the sum of the last price of the security shown plus 2 times the price of XYZ (XYZ being a hypothetical security)

You can specify an attribute for the symbol

Example: =#IN.HIGH will display the high price for the security

Symbol attributes

CLOSE 52WKLO BLOCKTRADE2 OPEN EXTHOURS BLOCKTRADE3 HIGH IMPVOL BLOCKTRADEVOL1 LOW DELTA BLOCKTRADEVOL2 CHANGE GAMMA BLOCKTRADEVOL3 '% CHANGE' THETA BLOCKTRADETOTALVOL ASK VEGA BLOCKTRADETOTALCOUNT BID RHO YIELD VOLUME VWAP PE

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52WKHI TRADESIZE EPS OPENINT BLOCKTRADE1 BETA Using fields

Select the view drop down and click customize, or click the customize columns icon , and add the fields you have defined.

For date fields: Click the field and enter a date to associate with a given security For price fields: Click the field and enter a price to associate with a given security For text fields: Click the field and enter text to associate with a given security You can use text fields to group your holdings on the Holdings window. For more information, view the Holdings help file. Expression: Will display result of defined expression for the listed security

Right click and select Edit Position on a watch list row or double click a position field (see field definitions below) to open a dialog to define positions

Once position values are defined, the Client Portfolio view can be selected to track positions, or customize can be selected to create your own view (Note: all position related fields are highlighted blue with an asterisk after field name)

Turn on footer totals for position values by selecting Display Totals for Watchlist under Display Properties / Formatting

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Within a watchlist you can create two different types of Comment Lines:

In an entry Watchlist row enter # followed by a group label in the symbol column. This will create a comment that creates a collapsible symbol group.

In an entry Watchlist row enter ## followed by a group label in the symbol column. This will create a comment that is just a row item

Linked lists allow you to create a read only watchlist that is linked a file on your computer that includes symbol and position data. Changes made to the file will be updated in MarketPro.

Sample Linked List Copy the table below into a spreadsheet program e.g. Excel. Replace symbols with actual security symbols. Symbol is the only required field. You can add/edit/remove additional headers from the table at the end of this section. Then save the file as a .csv file. For Excel, the steps are File/Office button > Save As > Save as Type: CSV (Comma delimited)

Symbol Pfshares Entry Price Entry Date

AAAAA

1500

123 12/15/2013

BBBBB

2400

234.44 12/15/2013

CCCCC

800

34.33 12/15/2013

DDDDD

200

88.76 12/15/2013

To link a file:

Select the action/gear icon 2 from the top of the watchlist window then select Add new linked list Navigate to the folder containing the file and select the file Select Open

The file will now be linked to MarketPro, and will be a selectable read only watchlist within the list selection menu.

The list will be read only and changes must be made in the linked file instead of within MarketPro. When the data in the file has changed, you can manually refresh the information in MarketPro by refreshing the link. This can be done by

selecting the action/gear icon 2 followed by Reload Linked Symbol List, and select the list(s) to be refreshed. You can also save the linked list as a workspace or online list which will then allow changes (note that changes to the file will then no longer change the workspace or online list)

Additional Header Labels and Data Values

Symbol PfShares Long Entry Price Entry Date Entry Commission Exit Price Exit Date

Required: Security symbol Quantity of shares or contracts Omit when all positions are long, for a mixed portfolio of long and short 0 for long, 1 for short Average price of position entry Date on which the position was entered Dollar value of commission to open position Average price of position exit Date on which the position was exited

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Exit Commission

Dollar value of commission to close position

ValueOfPriceChange Needed if using options or other products where valuation is a multiple. Options valuation

typically 100, Equity 1, mini Options 10.

UserComment

Comment Field

reinvestType

Allows for Dividend Reinvestment Calculation.

0 does not reinvest dividends, 1 reinvests dividends

valueOfInterestAccount The APR (Annual Percentage Rate) of the interest account to which unreinvested dividends are

deposited

The Quick Screen allows you to screen by a number of criteria across thousands of stocks. You can easily add, turn on/off and save selected criteria. The tool offers both a default and compact view. The compact view allows you to maximize screen real estate without losing usability. Screener results set are read only, however you can easily save the result to a workspace or online watchlist and then make edits.

Note: Screens are based on most recent close of business data. Accessing the Screener The Quick Screen is built into the watchlist. You can access the screener by clicking the screener icon on the toolbar:

Selecting Criteria Once the Quick Screen has been opened, click the funnel icon to add criteria:

In addition to the default view, you can switch to the compact view to increase viewing of the results set grid:

Clicking the blue links allows you to select or update any already selected criteria:

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