The Data Tab for the Chart component's edit dialog defines the frequency of the historical data or Period, the amount of history to view or Data Range, and the symbols, fields, and chart types to be viewed.
Period: This combo box sets the time frequency for the historical data to be charted and drives much of the behavior of the rest of the tab. The possible choices are: Trades, IntraDay, Daily, Weekly, Monthly. The Seasonal check box is available for Daily, Weekly and Monthly periods. Changing the chart period for an existing chart may cause previous choices to no longer be applicable or allowable. However, if any of the previous settings are valid they will be maintained. In addition, if more than one symbol is selected the period cannot be changed to Trade, since Trade charts only allow one symbol. To change the period to Trade for an existing chart, all but one of the charted symbols must be deleted.
Interval: This combo box is only enabled for IntraDay period charts and allows the user to indicate the IntraDay interval. The default is 5, the minimum is 1, and the maximum is 240. While common intervals are listed in the drop down list, any integer between 1 and 240 may be entered.
Price Selection: This combo box is only available when Weekly or Monthly (Seasonal/Non Seasonal) periods are selected. The value selected in the combo box is what will be applied to the fields requested. The following values are available:
Average Price – When selected will return the average Close price for the week or month. For Open, High, and Low, it will return the first Open, the highest High, and the lowest Low for the period.
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
Returned Values:
Open = 93.05
High = 97.15
Low = 93.05
Close = 94.896
Last Price – When selected will return the last reported Close price of the week or month. For Open, High, and Low, it will return the first Open, the highest High, and the lowest Low for the period.
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
Returned Values:
Open = 93.05
High = 97.15
Low = 93.05
Close =95.30
First Price - When selected will return the first reported Close price for the week or month. For Open, High, and Low, it will return the first Open, the highest High, and the lowest Low for the period.
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
Returned Values:
Open = 93.05
High = 97.15
Low = 93.05
Close = 93.12
Geometric Mean - When selected will return the geometric mean of the reported Close prices for the week or month. For Open, High, and Low, it will return the first Open, the highest High, and the lowest Low for the period.
Geometric mean is defined as - the nth root of the product of n numbers. In the case of weekly data the array would be comprised of one week worth of data:
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
To calculate Geometric mean:
1/N = 5 so 1/5 = 0.2
((93.12)(95.80)(95.60)(94.66)(95.30))0.2 = (7693532087)0.2
Returned Values:
Open = 93.05
High = 97.15
Low = 93.05
Close =94.891
Harmonic Mean - When selected will return the harmonic mean of the reported Close prices for the week or month. For Open, High, and Low, it will return the first Open, the highest High, and the lowest Low for the period.
Harmonic mean is defined as – the reciprocal of the arithmetic mean of reciprocals. In the case of weekly data the array would be comprised of one week worth of data:
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
To calculate Harmonic mean:
HM = 5
1/93.12 + 1/95.80 + 1/96.60 + 1/94.66 + 1/95.30
Returned Values:
Open = 93.05
High = 97.15
Low = 93.05
Close = 94.88
Lowest Values- When selected will return the lowest reported Open, High, Low, Close, Volume and Open Interest prices for the week or month
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
Returned Values:
Open = 93.05
High = 94.85
Low = 93.05
Close = 93.12
Highest Values – When selected will return the highest reported Open, High, Low, Close, Volume and Open Interest prices for the week or month
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
Returned Values:
Open = 96.66
High = 97.15
Low = 95.10
Close = 95.80
Midpoints - When selected will return the midpoints of the reported Open, High, Low, Close, Midpoint, Volume and Open Interest prices for the week or month
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
* MP = (Lowest Close + Highest Close)/2
Returned Values:
Open = 94.85
High = 96.00
Low = 94.07
Close = 94.46
Summation – When selected will return the sum of the reported Open, High, Low, Close, Midpoint, Volume and Open Interest prices for the week or month
Sample values in the weekly array:
Open = (93.05, 95.25, 96.66, 95.95, 94.10)
High = (94.85, 95.93, 97.15, 96.85, 95.48)
Low = (93.05, 95.10, 94.20, 94.65, 94.10)
Close = (93.12, 95.80, 95.60, 94.66, 95.30)
Returned Values:
Open = 475.01
High = 480.26
Low = 471.10
Close = 474.48
Data Range: This option group defines how the range of historical data will be defined.
Periods (Days, Weeks, and Months) Back: This option allows the data range to be specified in periods back from the current date when the Periods Back option is selected. Depending on the Period this is the number of days, weeks, or months of data to retrieve from today back.
Date Range: This option allows the user to specify a date range to retrieve data for.
From & To: These text boxes, with calendar drop downs, allow the user to specify a date range when the date range option is selected. They are only selected if the Data Range options group is set to Date Range and they both default to the current date. A valid date can be directly entered or clicking the arrow next to the field will display a calendar control to help select the date.
Add Symbol: This text box allows the user to enter a symbol to be directly added to the Symbol Field table below by pressing the Add button or using the Enter key. When using the enter key the cursor will remain on the Add Symbol text box to allow the user to enter several symbols in succession. Add Symbol text box turns into a drop list when multiple symbols are added.
Add: This command button adds the symbol in the Add Symbol text box to the Symbol Field table.
Lookup/Explorer: These command buttons display the Symbol Selection dialog with the appropriate tool selected and allows the user to specify one or more symbols to be directly added to the Selected list box.
Symbol Field Table: Displays the symbols that have been selected and allows the user to specify the chart type and the fields to be charted for each symbol. In addition to Add and Remove symbol command buttons, the user may directly edit the symbol column in the table to add or change symbols being charted. For Trade period charts, only one symbol is allowed in the Symbol Field table. The columns, which vary based on the Period, specify how each symbol will be charted.
Symbol: Displays the symbol and may be directly edited by the user (i.e, to change the symbol being charted). When the user edits this field, they are effectively replacing one symbol with another and all associated configuration information such as fields, chart type, and studies will be maintained.
Description: Displays the description for a given symbol. This field is read only.
Axis: This column allows the user to specify which Y-axis, left or right, a symbol's display should based on.
Chart Type: Allows the user to specify the type of chart for each symbol. The possible choices are: Line, Bar, and Candlestick. However Bar and Candlestick do not apply to Trade period charts. If the user selects a Line chart they may chose one or all of the fields. If the user chooses a Bar or Candlestick chart, Open, High, Low, and Close are selected by default.
Fields: These check boxes specify which fields for a line chart should be charted. For IntraDay, Daily, Weekly, and Monthly multiple lines (i.e., more then one field) may be charted for each symbol, however, for Trade charts only one field can be selected. The following fields are available for each chart period:
Trade: Trade
IntraDay: Open, High, Low, and Close
Daily, Weekly, Monthly: Open, High, Low, Close, Midpoint, Volume, and Open Interest
Seasonal Daily, Weekly, Monthly: Close, Average, Differential
Remove: This command button removes the currently selected row from the Symbol Field table. In addition, all associated studies are also deleted.